diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index 33a53eeab..f5bf993a7 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-04-30 14:37+0000\n" +"POT-Creation-Date: 2025-06-12 07:10+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2924,14 +2924,15 @@ msgstr "" #: ../../content/administration/supported_versions.rst:35 #: ../../content/administration/supported_versions.rst:41 #: ../../content/administration/supported_versions.rst:47 -#: ../../content/administration/supported_versions.rst:48 -#: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:65 -#: ../../content/administration/supported_versions.rst:66 -#: ../../content/administration/supported_versions.rst:67 +#: ../../content/administration/supported_versions.rst:53 +#: ../../content/administration/supported_versions.rst:54 +#: ../../content/administration/supported_versions.rst:55 #: ../../content/administration/supported_versions.rst:71 #: ../../content/administration/supported_versions.rst:72 #: ../../content/administration/supported_versions.rst:73 +#: ../../content/administration/supported_versions.rst:77 +#: ../../content/administration/supported_versions.rst:78 +#: ../../content/administration/supported_versions.rst:79 msgid "|green|" msgstr "" @@ -4402,7 +4403,7 @@ msgid "Instead of using the repository, packages for both the **Community** and msgstr "" #: ../../content/administration/on_premise/packages.rst:103 -msgid "Odoo 18 'deb' package currently supports `Debian Buster `_ and `Ubuntu 18.04 `_ or above." +msgid "Odoo 18 'deb' package currently supports `Debian Bookworm (12) `_ and `Ubuntu Jammy (22.04LTS) `_ or above." msgstr "" #: ../../content/administration/on_premise/packages.rst:107 @@ -5002,135 +5003,145 @@ msgid "End of support" msgstr "" #: ../../content/administration/supported_versions.rst:34 -msgid "Odoo SaaS 18.2" +msgid "Odoo SaaS 18.3" msgstr "" #: ../../content/administration/supported_versions.rst:36 #: ../../content/administration/supported_versions.rst:37 #: ../../content/administration/supported_versions.rst:42 #: ../../content/administration/supported_versions.rst:43 -#: ../../content/administration/supported_versions.rst:54 -#: ../../content/administration/supported_versions.rst:55 +#: ../../content/administration/supported_versions.rst:48 +#: ../../content/administration/supported_versions.rst:49 #: ../../content/administration/supported_versions.rst:60 #: ../../content/administration/supported_versions.rst:61 +#: ../../content/administration/supported_versions.rst:66 +#: ../../content/administration/supported_versions.rst:67 msgid "N/A" msgstr "" #: ../../content/administration/supported_versions.rst:38 -msgid "March 2025" +msgid "May 2025" msgstr "" #: ../../content/administration/supported_versions.rst:40 -msgid "Odoo SaaS 18.1" +msgid "Odoo SaaS 18.2" msgstr "" #: ../../content/administration/supported_versions.rst:44 -msgid "January 2025" +msgid "March 2025" msgstr "" #: ../../content/administration/supported_versions.rst:46 -msgid "**Odoo 18.0**" +msgid "Odoo SaaS 18.1" msgstr "" #: ../../content/administration/supported_versions.rst:50 -#: ../../content/administration/supported_versions.rst:57 -#: ../../content/administration/supported_versions.rst:63 -#: ../../content/administration/supported_versions.rst:81 -msgid "October 2024" -msgstr "" - -#: ../../content/administration/supported_versions.rst:51 -msgid "October 2027 (planned)" +msgid "January 2025" msgstr "" #: ../../content/administration/supported_versions.rst:52 -msgid "Odoo SaaS 17.4" -msgstr "" - -#: ../../content/administration/supported_versions.rst:53 -#: ../../content/administration/supported_versions.rst:59 -#: ../../content/administration/supported_versions.rst:77 -#: ../../content/administration/supported_versions.rst:78 -#: ../../content/administration/supported_versions.rst:79 -#: ../../content/administration/supported_versions.rst:83 -#: ../../content/administration/supported_versions.rst:84 -#: ../../content/administration/supported_versions.rst:85 -msgid "|red|" +msgid "**Odoo 18.0**" msgstr "" #: ../../content/administration/supported_versions.rst:56 -msgid "July 2024" +#: ../../content/administration/supported_versions.rst:63 +#: ../../content/administration/supported_versions.rst:69 +#: ../../content/administration/supported_versions.rst:87 +msgid "October 2024" +msgstr "" + +#: ../../content/administration/supported_versions.rst:57 +msgid "October 2027 (planned)" msgstr "" #: ../../content/administration/supported_versions.rst:58 -msgid "Odoo SaaS 17.2" +msgid "Odoo SaaS 17.4" +msgstr "" + +#: ../../content/administration/supported_versions.rst:59 +#: ../../content/administration/supported_versions.rst:65 +#: ../../content/administration/supported_versions.rst:83 +#: ../../content/administration/supported_versions.rst:84 +#: ../../content/administration/supported_versions.rst:85 +#: ../../content/administration/supported_versions.rst:89 +#: ../../content/administration/supported_versions.rst:90 +#: ../../content/administration/supported_versions.rst:91 +msgid "|red|" msgstr "" #: ../../content/administration/supported_versions.rst:62 -msgid "April 2024" +msgid "July 2024" msgstr "" #: ../../content/administration/supported_versions.rst:64 -msgid "**Odoo 17.0**" +msgid "Odoo SaaS 17.2" msgstr "" #: ../../content/administration/supported_versions.rst:68 -msgid "November 2023" -msgstr "" - -#: ../../content/administration/supported_versions.rst:69 -msgid "October 2026 (planned)" +msgid "April 2024" msgstr "" #: ../../content/administration/supported_versions.rst:70 -msgid "**Odoo 16.0**" +msgid "**Odoo 17.0**" msgstr "" #: ../../content/administration/supported_versions.rst:74 -msgid "October 2022" +msgid "November 2023" msgstr "" #: ../../content/administration/supported_versions.rst:75 -msgid "October 2025 (planned)" +msgid "October 2026 (planned)" msgstr "" #: ../../content/administration/supported_versions.rst:76 -msgid "**Odoo 15.0**" +msgid "**Odoo 16.0**" msgstr "" #: ../../content/administration/supported_versions.rst:80 -msgid "October 2021" +msgid "October 2022" +msgstr "" + +#: ../../content/administration/supported_versions.rst:81 +msgid "October 2025 (planned)" msgstr "" #: ../../content/administration/supported_versions.rst:82 -msgid "Older versions" +msgid "**Odoo 15.0**" msgstr "" #: ../../content/administration/supported_versions.rst:86 +msgid "October 2021" +msgstr "" + +#: ../../content/administration/supported_versions.rst:88 +msgid "Older versions" +msgstr "" + +#: ../../content/administration/supported_versions.rst:92 msgid "Before 2021" msgstr "" -#: ../../content/administration/supported_versions.rst:87 +#: ../../content/administration/supported_versions.rst:93 msgid "Before 2024" msgstr "" -#: ../../content/administration/supported_versions.rst:89 +#: ../../content/administration/supported_versions.rst:95 msgid "Legend" msgstr "" -#: ../../content/administration/supported_versions.rst:91 +#: ../../content/administration/supported_versions.rst:97 msgid "|green| Supported version" msgstr "" -#: ../../content/administration/supported_versions.rst:93 +#: ../../content/administration/supported_versions.rst:99 msgid "|red| End-of-support" msgstr "" -#: ../../content/administration/supported_versions.rst:95 +#: ../../content/administration/supported_versions.rst:101 msgid "N/A Never released for this platform" msgstr "" -#: ../../content/administration/supported_versions.rst:98 +#: ../../content/administration/supported_versions.rst:104 msgid "Even though we don't support older versions, you can always `upgrade from any version `_." msgstr "" diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index 2eff7e023..4f2c517d6 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-04-30 14:37+0000\n" +"POT-Creation-Date: 2025-06-12 07:10+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -132,6 +132,9 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/reporting/budget.rst:126 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:88 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:336 +#: ../../content/applications/finance/fiscal_localizations/france.rst:69 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:111 msgid "Reporting" msgstr "" @@ -141,9 +144,8 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:139 #: ../../content/applications/finance/fiscal_localizations/austria.rst:32 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1204 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:454 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:720 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1209 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:465 msgid "Financial reports" msgstr "" @@ -173,7 +175,7 @@ msgid "Tax report" msgstr "" #: ../../content/applications/finance/accounting.rst:149 -msgid "ES sales list" +msgid "EC sales list" msgstr "" #: ../../content/applications/finance/accounting.rst:151 @@ -424,7 +426,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:55 -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:20 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:48 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 #: ../../content/applications/finance/accounting/customer_invoices/terms_conditions.rst:15 @@ -460,13 +462,14 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:255 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:41 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:435 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:643 #: ../../content/applications/finance/fiscal_localizations/canada.rst:22 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:762 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:767 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:38 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:755 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:377 #: ../../content/applications/finance/fiscal_localizations/employment_hero.rst:16 +#: ../../content/applications/finance/fiscal_localizations/france.rst:98 #: ../../content/applications/finance/fiscal_localizations/germany.rst:260 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:6 #: ../../content/applications/finance/fiscal_localizations/india.rst:659 @@ -480,6 +483,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:647 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:759 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:893 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:215 #: ../../content/applications/finance/fiscal_localizations/peru.rst:88 #: ../../content/applications/finance/fiscal_localizations/peru.rst:720 #: ../../content/applications/finance/fiscal_localizations/peru.rst:921 @@ -1360,7 +1364,11 @@ msgid "Bank B account" msgstr "" #: ../../content/applications/finance/accounting/bank/internal_transfers.rst:70 -msgid ":doc:`reconciliation` :doc:`reconciliation_models`" +msgid ":doc:`reconciliation`" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:71 +msgid ":doc:`reconciliation_models`" msgstr "" #: ../../content/applications/finance/accounting/bank/loans.rst:3 @@ -1638,7 +1646,7 @@ msgid "Each model is created based on a :ref:`model type ` and :gui msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:14 -msgid "`Odoo Tutorials: Reconciliation models `_" +msgid "`Odoo Tutorials: Reconciliation models `_" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:19 @@ -1908,8 +1916,7 @@ msgid "When a bank statement is generated to be printed, it is automatically add msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:446 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:358 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:459 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:319 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:296 msgid "Customer invoices" @@ -1952,7 +1959,7 @@ msgid ":ref:`accounting/invoice/reporting`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:28 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 msgid "Invoice creation" msgstr "" @@ -3121,32 +3128,32 @@ msgstr "" msgid "The Peppol option is checked and an e-invoicing XML file is attached to the email." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:91 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:93 #: ../../content/applications/finance/fiscal_localizations/australia.rst:373 msgid "Peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:95 msgid "The `Peppol `_ network ensures the exchange of documents and information between enterprises and governmental authorities. It is primarily used for electronic invoicing, and its access points (connectors to the Peppol network) allow enterprises to exchange electronic documents." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:100 msgid "Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`, enabling electronic invoicing transactions without the need to send invoices and bills by email or post." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:101 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:103 msgid "If not done yet, :ref:`install ` the :guilabel:`Peppol` module (`account_peppol`)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:104 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 msgid "Peppol registration is **free** and available in Odoo Community" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:105 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:107 msgid "You can send **Customer Invoices** and **Credit Notes** and receive **Vendor Bills** and **Refunds** via Peppol." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:107 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:109 msgid "You can send and receive in one of the following supported document formats: **BIS Billing 3.0, XRechnung CIUS, NLCIUS**." msgstr "" @@ -3158,15 +3165,15 @@ msgstr "" msgid "Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican City State)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:121 msgid "Registration" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:123 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do not have the Peppol module installed, first tick the :guilabel:`Enable PEPPOL` checkbox and then **manually save**. Click :guilabel:`Start sending via Peppol` to open the registration form." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:128 msgid "This registration form also pops up if you choose to :guilabel:`Send & Print` an invoice via Peppol without completing the registration process." msgstr "" @@ -3174,15 +3181,15 @@ msgstr "" msgid "Peppol registration button" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 msgid "You can register either as a sender or a receiver. A sender can only send invoices and credit notes on Odoo via Peppol, without ever registering as a Peppol participant on Odoo SMP. If you have an existing Peppol registration elsewhere that you want to keep, but want to send invoices from your Odoo database and receive other documents in another software, register as a **sender**." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:136 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:140 msgid "You can always register as a sender first and register to receive documents later." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:137 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:141 msgid "When registering, you can specify if you would also like to receive documents." msgstr "" @@ -3190,39 +3197,39 @@ msgstr "" msgid "Peppol registration form" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:142 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:146 msgid "Fill in the following information:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:144 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "Check the receiver box if you want to register on Odoo SMP. If you are migrating from another service provider, insert the :guilabel:`Migration key` from the previous provider (the field becomes visible after you tick the checkbox)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:147 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:151 msgid ":guilabel:`E-Address Scheme`: the Peppol Electronic Address Scheme usually depends on your company's country. Odoo often prefills this with the most commonly used EAS code in your country. For example, the preferred EAS code for most companies in Belgium is `0208`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:150 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:154 msgid ":guilabel:`Endpoint`: this is usually a Company Registry number or a VAT number." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:151 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:155 msgid ":guilabel:`Phone`: phone number including the country code (e.g., `+32` in Belgium)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:152 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:156 msgid ":guilabel:`Email`: this is the email Odoo can use to contact you regarding your Peppol registration." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:155 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:159 msgid "If you want to explore or demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise, select :guilabel:`Live`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:159 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:163 msgid "Selecting :guilabel:`Demo` simulates everything in Odoo. There is no sending, receiving, or partner verification." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:161 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:165 msgid "For **advanced users only**, it is possible to run tests on Peppol's test network. The server allows to register on Peppol and send/receive test invoices to/from other participants. To do so, enable the :ref:`developer-mode`, open the **Settings** app, go to :menuselection:`Technical --> System Parameters`, and search for `account_peppol.edi.mode`. Click the parameter and change the :guilabel:`Value` to `test`. Go back to the Peppol setup menu in the **Settings** app. The option :guilabel:`Test` is now available." msgstr "" @@ -3230,15 +3237,15 @@ msgstr "" msgid "Peppol test mode parameter" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:172 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 msgid "`Peppol EAS - European Commision `_" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:173 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:177 msgid "`Peppol Endpoint - OpenPeppol eDEC Code Lists `_ (open the \"Participant Identifier Schemes\" as HTML page)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:180 msgid "When set up, request a verification code to be sent to you by clicking :guilabel:`Send a registration code by SMS`. A text message containing a code is sent to the phone number provided to finalize the verification process." msgstr "" @@ -3246,19 +3253,19 @@ msgstr "" msgid "phone validation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:183 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:187 msgid "Once you enter the code and click :guilabel:`Register`, your Peppol participant status is updated. If you chose to only send documents, then the status changes to :guilabel:`Can send but not receive`. If you opted to receive documents as well, the status changes to :guilabel:`Can send, pending registration to receive`. In that case, it should be automatically activated within a day." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:189 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:193 msgid "Then, set the default journal for receiving vendor bills in the :guilabel:`Incoming Invoices Journal`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:193 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:197 msgid "To manually trigger the cron that checks the registration status, enable the :ref:`developer-mode`, then go to :menuselection:`Settings --> Technical --> Scheduled Actions`, and search for the :guilabel:`PEPPOL: update participant status` action." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:197 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:201 msgid "Your receiver application status should be updated soon after you are registered on the Peppol network." msgstr "" @@ -3266,31 +3273,31 @@ msgstr "" msgid "receiver application" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:207 msgid "All invoices and vendor bills can now be sent directly using the Peppol network." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:206 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:210 msgid "To update the email that Odoo can use to contact you, modify the email and click :guilabel:`Update contact details`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:210 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:214 msgid "Configure Peppol services" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:212 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:216 msgid "Once you are registered on Odoo SMP, the :guilabel:`Configure Peppol Services` button becomes visible to allow you to enable or disable document formats that other participants can send you via Peppol. By default, all document formats supported by Odoo are enabled (depending on the installed modules)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:222 msgid "Contact verification" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:220 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:224 msgid "Before sending an invoice to a contact using the Peppol network, it is necessary to verify that they are also registered as a Peppol participant." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:223 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:227 msgid "To do so, go to :menuselection:`Accounting --> Customers --> Customers` and open the customer's form. Then go to :menuselection:`Accounting tab --> Electronic Invoicing`, select the correct format, and make sure their :guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. Then, click :guilabel:`Verify`. If the contact exists on the network, their Peppol endpoint validity is set to Valid." msgstr "" @@ -3298,15 +3305,15 @@ msgstr "" msgid "verify contact registration" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:233 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:237 msgid "While Odoo prefills both the EAS code and the Endpoint number based on the information available for a contact, it is better to confirm these details directly with the contact." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:236 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:240 msgid "It is possible to verify the Peppol participant status of several customers at once. To do so, go to :menuselection:`Accounting --> Customers --> Customers` and switch to the list view. Select the customers you want to verify and then click :menuselection:`Actions --> Verify Peppol`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:240 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:244 msgid "If the participant is registered on the Peppol network but cannot receive the format you selected for them, the :guilabel:`Peppol endpoint validity` label changes to :guilabel:`Cannot receive this format`." msgstr "" @@ -3314,11 +3321,11 @@ msgstr "" msgid "verify contact ubl format" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:248 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:252 msgid "Send invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:250 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:254 msgid "Once ready to send an invoice via the Peppol network, simply click :guilabel:`Send & Print` on the invoice form. To queue multiple invoices, select them in the list view and click :menuselection:`Actions --> Send & Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing 3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." msgstr "" @@ -3326,7 +3333,7 @@ msgstr "" msgid "Send peppol invoice" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:258 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:262 msgid "Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the corresponding sales journal." msgstr "" @@ -3334,7 +3341,7 @@ msgstr "" msgid "Filter Peppol ready invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:265 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:269 msgid "Once the invoices are sent via Peppol, the status is changed to :guilabel:`Processing`. The status is changed to `Done` after they have been successfully delivered to the contact's Access Point." msgstr "" @@ -3342,11 +3349,11 @@ msgstr "" msgid "Peppol message status" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:273 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:277 msgid "By default, the Peppol status column is hidden on the Invoices list view. You can choose to have it displayed by selecting it from the optional columns, accessible from the top right corner of the Invoices list view." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:277 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:281 msgid "A cron runs regularly to check the status of these invoices. It is possible to check the status before the cron runs by clicking :guilabel:`Fetch Peppol invoice status` in the corresponding sales journal on the Accounting dashboard." msgstr "" @@ -3354,11 +3361,11 @@ msgstr "" msgid "Fetch invoice Peppol status" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:285 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:289 msgid "Receive vendor bills" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:287 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:291 msgid "Once a day, a cron checks whether any new documents have been sent to you via the Peppol network. These documents are imported, and the corresponding vendor bills are created automatically as drafts." msgstr "" @@ -3366,7 +3373,7 @@ msgstr "" msgid "peppol receive bills" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:294 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:298 msgid "If you want to retrieve incoming Peppol documents before the cron runs, you can do so from the Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." msgstr "" @@ -4801,23 +4808,19 @@ msgstr "" msgid ":doc:`../bank`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:18 -msgid "`Odoo Academy: QR Code on Invoices for European Customers `_" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:23 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:22 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings` and activate the :guilabel:`QR Codes` feature in the :guilabel:`Customer Payments` section." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:27 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:26 msgid "Configure your bank account's journal" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:29 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:28 msgid "Make sure that your :guilabel:`Bank Account` is correctly configured in Odoo with your IBAN and BIC." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:31 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:30 msgid "To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open your bank journal, then fill out the :guilabel:`Account Number` and :guilabel:`Bank` under the :guilabel:`Bank Account Number` column." msgstr "" @@ -4825,27 +4828,27 @@ msgstr "" msgid "Bank account number column in the bank journal" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:39 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:38 msgid "Issue invoices with EPC QR codes" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:41 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:40 msgid "EPC QR codes are added automatically to your invoices. Customers whose bank supports making payments via EPC QR codes will be able to scan the code and pay the invoice." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:44 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:43 msgid "Go to :menuselection:`Accounting --> Customers --> Invoices`, and create a new invoice." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:46 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:45 msgid "Before posting it, open the :guilabel:`Other Info` tab. Odoo automatically fills out the :guilabel:`Recipient Bank` field with your IBAN." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:50 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:49 msgid "In the :guilabel:`Other Info` tab, the account indicated in the :guilabel:`Recipient Bank` field is used to receive your customer's payment. Odoo automatically populates this field with your IBAN by default and uses it to generate the EPC QR code." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:54 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:53 msgid "When the invoice is printed or previewed, the QR code is included at the bottom." msgstr "" @@ -4853,7 +4856,7 @@ msgstr "" msgid "QR code on a customer invoice" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:60 +#: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:59 msgid "If you want to issue an invoice without an EPC QR code, remove the IBAN indicated in the :guilabel:`Recipient Bank` field, under the :guilabel:`Other Info` tab of the invoice." msgstr "" @@ -4966,6 +4969,8 @@ msgid "Depending on your business, you may opt for one of the following way to c msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:86 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:94 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:132 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:134 @@ -5431,7 +5436,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:224 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:234 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:250 -#: ../../content/applications/finance/fiscal_localizations/france.rst:98 +#: ../../content/applications/finance/fiscal_localizations/france.rst:236 msgid "Debit" msgstr "" @@ -5440,7 +5445,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:224 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:234 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:250 -#: ../../content/applications/finance/fiscal_localizations/france.rst:100 +#: ../../content/applications/finance/fiscal_localizations/france.rst:238 msgid "Credit" msgstr "" @@ -5485,7 +5490,7 @@ msgid "Invoice sequence" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:5 -msgid "When confirming an invoice, Odoo generates a unique invoice reference number. By default, Odoo uses the following sequence format `INV/year/incrementing-number` (e.g., `INV/2025/00001`), which restarts from `00001` each year." +msgid "When confirming an invoice, Odoo generates a unique invoice reference number. By default, it uses the sequence format `INV/year/incrementing-number` (e.g., `INV/2025/00001`), which restarts from `00001` each year." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:9 @@ -5580,15 +5585,43 @@ msgstr "" msgid ":guilabel:`Preview Modifications` and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:63 -msgid "The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list." -msgstr "" - #: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:-1 #: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:-1 msgid "Resequence options window" msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:67 +msgid "To indicate where the sequence change began, the first invoice in the new sequence is highlighted in red in the :guilabel:`Customer Invoices` list. This visual marker is permanent and purely informational." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:70 +msgid "If there are any irregularities in the new sequence, such as gaps, cancelled, or deleted entries within the open period, a :guilabel:`Gaps in the sequence` message appears in the :guilabel:`Customer Invoices` journal on the Accounting dashboard. To view more details about the related invoice(s), click :guilabel:`Gaps in the sequence`. This visual marker is temporary and will disappear once the entry's accounting date is on or after the lock date." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:77 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:77 +msgid "Resequencing is not possible:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:79 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:79 +msgid "When entries are before a lock date." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:80 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:80 +msgid "When the sequence leads to a duplicate." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:81 +msgid "When the range is invalid. For example, if the :guilabel:`Invoice Date` doesn't align with the date in the new sequence, such as using a 2024 sequence (INV/2024/XXXXX) for an invoice dated in 2025." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:85 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:85 +msgid "In these cases, a :guilabel:`Validation Error` message appears." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:5 msgid "Snailmail" msgstr "" @@ -5802,12 +5835,12 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:175 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:36 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:256 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:130 #: ../../content/applications/finance/fiscal_localizations/canada.rst:180 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:375 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:370 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:213 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:131 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:60 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:189 #: ../../content/applications/finance/fiscal_localizations/peru.rst:128 @@ -5950,7 +5983,7 @@ msgid ":doc:`../fiscal_localizations`" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:185 -msgid "`Odoo Tutorials: Accounting and Invoicing - Getting started [video] `_" +msgid "`Odoo Tutorials: Accounting and Invoicing - Getting started [video] `_" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 @@ -6104,8 +6137,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 -#: ../../content/applications/finance/fiscal_localizations/france.rst:264 -#: ../../content/applications/finance/fiscal_localizations/france.rst:264 +#: ../../content/applications/finance/fiscal_localizations/france.rst:391 +#: ../../content/applications/finance/fiscal_localizations/france.rst:391 #: ../../content/applications/finance/fiscal_localizations/india.rst:206 msgid "0" msgstr "" @@ -6153,8 +6186,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:99 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 -#: ../../content/applications/finance/fiscal_localizations/france.rst:98 -#: ../../content/applications/finance/fiscal_localizations/france.rst:121 +#: ../../content/applications/finance/fiscal_localizations/france.rst:236 +#: ../../content/applications/finance/fiscal_localizations/france.rst:259 msgid "12" msgstr "" @@ -6344,7 +6377,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:244 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:291 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 -#: ../../content/applications/finance/fiscal_localizations/france.rst:266 +#: ../../content/applications/finance/fiscal_localizations/france.rst:393 #: ../../content/applications/finance/fiscal_localizations/india.rst:190 #: ../../content/applications/finance/fiscal_localizations/india.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:204 @@ -6681,11 +6714,10 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:21 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:222 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:117 #: ../../content/applications/finance/fiscal_localizations/canada.rst:61 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:365 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:283 #: ../../content/applications/finance/fiscal_localizations/germany.rst:13 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:988 #: ../../content/applications/finance/fiscal_localizations/romania.rst:69 @@ -7023,11 +7055,11 @@ msgid ":doc:`../../fiscal_localizations`" msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:194 -msgid "`Odoo Tutorials: Chart of accounts `_" +msgid "`Odoo Tutorials: Chart of accounts `_" msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:195 -msgid "`Odoo Tutorials: Update your chart of accounts `_" +msgid "`Odoo Tutorials: Update your chart of accounts `_" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:7 @@ -7642,9 +7674,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:99 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:260 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:235 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 -#: ../../content/applications/finance/fiscal_localizations/france.rst:216 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/france.rst:344 #: ../../content/applications/finance/fiscal_localizations/india.rst:105 #: ../../content/applications/finance/fiscal_localizations/peru.rst:349 msgid "Journals" @@ -8564,14 +8595,14 @@ msgid "To manually send a payment reminder to a customer, click :guilabel:`Send` msgstr "" #: ../../content/applications/finance/accounting/payments/follow_up.rst:87 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:735 msgid ":guilabel:`Print`" msgstr "" #: ../../content/applications/finance/accounting/payments/follow_up.rst:88 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:99 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:340 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1095 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:215 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1100 msgid ":guilabel:`Email`" msgstr "" @@ -8690,7 +8721,7 @@ msgid "To create them, go to :menuselection:`Accounting --> Configuration --> In msgstr "" #: ../../content/applications/finance/accounting/payments/forecast.rst:20 -msgid "`Odoo Tutorials: Payment Terms `_" +msgid "`Odoo Tutorials: Payment Terms `_" msgstr "" #: ../../content/applications/finance/accounting/payments/forecast.rst:23 @@ -8722,7 +8753,7 @@ msgid "You can also group bills by their due date by clicking :menuselection:`Gr msgstr "" #: ../../content/applications/finance/accounting/payments/online.rst:5 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:618 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:796 #: ../../content/applications/finance/payment_providers.rst:5 msgid "Online payments" msgstr "" @@ -9561,7 +9592,7 @@ msgid "Check an analytic budget" msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:58 -msgid "Once the budget is :guilabel:`Open`, two additional columns are available: :guilabel:`Committed` and :guilabel:`Achieved`. These columns' amounts are automatically calculated based on the related :ref:`analytic distribution ` of journal items. When the :ref:`analytic distribution ` of a journal item within the budget's period is updated, the budget's columns for the analytic account(s) selected in the distribution are automatically updated. The :guilabel:`Achieved` amount reflects the current result according to the items of confirmed journal entries for the associated :ref:`analytic account `. In contrast, the :guilabel:`Committed` amount displays the full value of the :guilabel:`Achieved` amount, plus any confirmed sales or purchase orders that have not yet been invoiced or billed." +msgid "Once the budget is :guilabel:`Open`, two additional columns are available: :guilabel:`Committed` and :guilabel:`Achieved`. These columns' amounts are automatically calculated based on the related :ref:`analytic distribution ` of journal items. When the :ref:`analytic distribution ` of a journal item within the budget's period is updated, the budget's columns for the analytic account(s) selected in the distribution are automatically updated. The :guilabel:`Achieved` amount reflects the current result according to the items of confirmed journal entries for the associated :ref:`analytic account `. In contrast, the :guilabel:`Committed` amount displays the full value of the :guilabel:`Achieved` amount, plus any confirmed purchase orders that have not yet been billed." msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:70 @@ -10316,6 +10347,7 @@ msgid "Adding the Intrastat region to a warehouse" msgstr "" #: ../../content/applications/finance/accounting/reporting/intrastat.rst:63 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:671 msgid "Product configuration" msgstr "" @@ -10963,7 +10995,7 @@ msgid "The **tax name** is displayed for backend users in the :guilabel:`Taxes` msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:73 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:400 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:371 msgid "Tax computation" msgstr "" @@ -11033,7 +11065,7 @@ msgid "1,000" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:97 -#: ../../content/applications/finance/fiscal_localizations/france.rst:94 +#: ../../content/applications/finance/fiscal_localizations/france.rst:232 msgid "10" msgstr "" @@ -11177,6 +11209,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:204 #: ../../content/applications/finance/fiscal_localizations/australia.rst:74 #: ../../content/applications/finance/fiscal_localizations/australia.rst:102 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:81 msgid "Label on invoices" msgstr "" @@ -11405,7 +11438,6 @@ msgid "In terms of finance, you have no more revenues selling your product at 10 msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:28 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:12 msgid "Introduction" @@ -11448,7 +11480,7 @@ msgid "but we want to sell it at 10€, tax included, in our shops or eCommerce msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:99 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:606 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:782 msgid "eCommerce" msgstr "" @@ -11533,6 +11565,7 @@ msgid "Note that this is error prone: if you set a fiscal position with tax incl msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:5 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:280 msgid "AvaTax integration" msgstr "" @@ -11708,13 +11741,14 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:32 #: ../../content/applications/finance/fiscal_localizations/australia.rst:12 #: ../../content/applications/finance/fiscal_localizations/austria.rst:14 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:53 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:32 #: ../../content/applications/finance/fiscal_localizations/canada.rst:36 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:52 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:43 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:15 +#: ../../content/applications/finance/fiscal_localizations/france.rst:329 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:14 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 #: ../../content/applications/finance/fiscal_localizations/italy.rst:17 @@ -11723,6 +11757,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:23 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:16 #: ../../content/applications/finance/fiscal_localizations/peru.rst:21 #: ../../content/applications/finance/fiscal_localizations/romania.rst:14 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 @@ -11739,12 +11774,13 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:33 #: ../../content/applications/finance/fiscal_localizations/australia.rst:13 #: ../../content/applications/finance/fiscal_localizations/austria.rst:15 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:54 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:33 #: ../../content/applications/finance/fiscal_localizations/canada.rst:37 #: ../../content/applications/finance/fiscal_localizations/chile.rst:33 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:53 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:44 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 +#: ../../content/applications/finance/fiscal_localizations/france.rst:16 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:15 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 @@ -11753,6 +11789,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:24 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:121 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:17 #: ../../content/applications/finance/fiscal_localizations/peru.rst:22 #: ../../content/applications/finance/fiscal_localizations/romania.rst:15 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 @@ -11772,13 +11809,14 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:101 #: ../../content/applications/finance/fiscal_localizations/australia.rst:155 #: ../../content/applications/finance/fiscal_localizations/austria.rst:16 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:55 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:34 #: ../../content/applications/finance/fiscal_localizations/canada.rst:38 #: ../../content/applications/finance/fiscal_localizations/chile.rst:34 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:52 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:54 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:45 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 -#: ../../content/applications/finance/fiscal_localizations/france.rst:69 +#: ../../content/applications/finance/fiscal_localizations/france.rst:17 +#: ../../content/applications/finance/fiscal_localizations/france.rst:207 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:16 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 #: ../../content/applications/finance/fiscal_localizations/italy.rst:19 @@ -11787,6 +11825,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:25 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:78 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:18 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:80 #: ../../content/applications/finance/fiscal_localizations/peru.rst:23 #: ../../content/applications/finance/fiscal_localizations/romania.rst:16 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 @@ -12113,6 +12153,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:383 #: ../../content/applications/finance/fiscal_localizations/australia.rst:57 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:65 msgid "Tax mapping" msgstr "" @@ -13106,9 +13147,9 @@ msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:598 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:584 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:698 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:764 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:610 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:703 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:391 #: ../../content/applications/finance/fiscal_localizations/italy.rst:123 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:348 msgid "Vendor bills" @@ -13829,7 +13870,7 @@ msgid "Vendor bill sequence" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:5 -msgid "When confirming a vendor bill, Odoo generates a unique vendor bill reference number. By default, it uses the following sequence format `BILL/year/month/incrementing-number` (e.g., `BILL/2025/01/00001`), which restarts from `00001` each year." +msgid "When confirming a vendor bill, Odoo generates a unique vendor bill reference number. By default, it uses the sequence format `BILL/year/month/incrementing-number` (e.g., `BILL/2025/01/00001`), which restarts from `00001` each year." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:9 @@ -13869,8 +13910,16 @@ msgstr "" msgid "In the vendor bills list view, select the vendor bills that need a new sequence." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:63 -msgid "The first vendor bill using the new sequence appears in red in the :guilabel:`Bills` list view." +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:67 +msgid "To indicate where the sequence change began, the first vendor bill in the new sequence is highlighted in red in the :guilabel:`Vendor Bills` list. This visual marker is permanent and purely informational." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:70 +msgid "If there are any irregularities in the new sequence, such as gaps, cancelled, or deleted entries within the open period, a :guilabel:`Gaps in the sequence` message appears in the :guilabel:`Vendor Bills` journal on the Accounting dashboard. To view more details about the related vendor bill(s), click :guilabel:`Gaps in the sequence`. This visual marker is temporary and will disappear once the entry's accounting date is on or after the lock date." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:81 +msgid "When the range is invalid. For example, if the :guilabel:`Bill Date` doesn't align with the date in the new sequence, such as using a 2024 sequence (BILL/2024/MM/XXXX) for an vendor bill dated in 2025." msgstr "" #: ../../content/applications/finance/expenses.rst:5 @@ -15379,10 +15428,8 @@ msgid ":doc:`Documentation on e-invoicing's legality and compliance in Argentina msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:23 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:44 #: ../../content/applications/finance/fiscal_localizations/canada.rst:27 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:43 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:49 @@ -15454,7 +15501,6 @@ msgid "Allows registering withholdings during the payment of an invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:58 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:77 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:142 #: ../../content/applications/finance/fiscal_localizations/peru.rst:105 msgid "Configure your company" @@ -15494,8 +15540,6 @@ msgid "Select Fiscal Localization Package." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:85 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:219 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:279 msgid "Configure master data" msgstr "" @@ -15630,8 +15674,8 @@ msgid "A list showing less common Argentinean tax options, which are labeled as msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:208 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:251 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:161 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:254 msgid "Document types" msgstr "" @@ -15689,7 +15733,7 @@ msgid "document types grouped by letters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:251 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:268 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 msgid "Use on invoices" msgstr "" @@ -15806,7 +15850,7 @@ msgid "When creating :guilabel:`Purchase Journals`, it's possible to define whet msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:338 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:390 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 #: ../../content/applications/finance/fiscal_localizations/peru.rst:396 msgid "Usage and testing" msgstr "" @@ -16726,7 +16770,7 @@ msgid "To configure your website for client accounts, follow the instructions in msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1054 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:630 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:810 msgid "Automatic invoice" msgstr "" @@ -16743,9 +16787,9 @@ msgid "Since an online payment needs to be confirmed for the :guilabel:`Automati msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1070 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:281 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:294 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:121 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:178 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 @@ -16919,8 +16963,12 @@ msgid "Australia" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:6 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:24 #: ../../content/applications/finance/fiscal_localizations/chile.rst:24 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 +#: ../../content/applications/finance/fiscal_localizations/france.rst:8 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:8 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:8 #: ../../content/applications/finance/fiscal_localizations/peru.rst:13 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:10 msgid "Modules" @@ -16979,6 +17027,7 @@ msgid ":guilabel:`Employment Hero Payroll`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:24 msgid "`l10n_employment_hero`" msgstr "" @@ -16987,11 +17036,16 @@ msgid "Synchronizes all pay runs from :ref:`Employment Hero Configuration --> Settings` and enab msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:412 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:229 msgid "Bank journal" msgstr "" @@ -17517,6 +17582,7 @@ 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 "" @@ -17576,6 +17642,7 @@ msgid "Go to :menuselection:`Accounting --> Customers --> Customers` or :menusel msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:447 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:248 msgid ":guilabel:`Account Number`" msgstr "" @@ -17612,10 +17679,12 @@ msgid "After uploading the file to your bank's portal, an ABA transaction line w msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:476 +#: ../../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/new_zealand.rst:306 msgid "Starshipit shipping" msgstr "" @@ -17628,6 +17697,7 @@ msgid "`Starshipit Odoo webinar recording `, :ref:`company `, :ref:`products `, and :ref:`create an account in AvaTax ` which needs to be configured in the general settings." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:21 -msgid "For the services taxes, you can create and configure them from Odoo directly without computing them with AvaTax." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:24 -msgid "The localization also includes taxes and a chart of accounts template that can be modified if needed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:28 -msgid "Links to helpful resources for the Brazilian localization, including onboarding materials and videos:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:31 msgid "`Onboarding checklist for new users `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:33 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:14 msgid "`YouTube playlist - Brazil (Localization) `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:35 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:16 msgid "`YouTube playlist - Tutoriais Odoo em Português `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:37 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:18 msgid ":doc:`Documentation on e-invoicing's legality and compliance in Brazil <../accounting/customer_invoices/electronic_invoicing/brazil>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:46 -msgid ":ref:`Install ` the following modules to get all the features of the Brazilian localization:" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:26 +msgid "The following modules related to the Brazilian localization are available:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:56 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:35 msgid ":guilabel:`Brazilian - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:57 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:36 msgid "`l10n_br`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:58 -msgid "Default :ref:`fiscal localization package `, which represents having the Generic Brazilian chart of accounts and Taxes, together with document types and identification types." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:37 +msgid "Brazilian :ref:`fiscal localization package `, complete with the Brazilian chart of accounts, taxes, tax report, fiscal positions, and document and identification types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:61 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:40 msgid ":guilabel:`Brazil - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:62 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:41 msgid "`l10n_br_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:63 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:42 msgid "Accounting reports for Brazil." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:64 -msgid ":guilabel:`AvaTax Brazil` & :guilabel:`AvaTax Brazil for Services`" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:43 +msgid ":guilabel:`AvaTax Brazil`, :guilabel:`Avatax Brazil Sale` & :guilabel:`Test SOs for the Brazilian Avatax`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:65 -msgid "`l10n_br_avatax` & `l10n_br_avatax_services`" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:45 +msgid "`l10n_br_avatax`, `l10n_br_avatax_sale` & `l10n_br_test_avatax_sale`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:66 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:46 msgid "Goods and Services tax computation through Avalara." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:47 +msgid ":guilabel:`Brazilian Accounting EDI`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:48 +msgid "`l10n_br_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:49 +msgid "Provides electronic invoicing through Avatax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:50 +msgid ":guilabel:`Brazilian Accounting EDI For Sale`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:51 +msgid "`l10n_br_edi_sale`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:52 +msgid "Adds some fields to sale orders that are carried over the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:53 +msgid ":guilabel:`Brazilian Accounting EDI for POS`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:54 +msgid "`l10n_br_edi_pos`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:55 +msgid "Provides electronic invoicing through Avatax in the POS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:56 +msgid ":guilabel:`Brazilian Accounting EDI for eCommerce`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:57 +msgid "`l10n_br_edi_website_sale`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:58 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:64 +msgid "Allows tax calculation and EDI for eCommerce users." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:59 +msgid ":guilabel:`Brazilian Accounting EDI for stock`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:60 +msgid "`l10n_br_edi_stock`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:61 +msgid "Adds delivery-related information to the NF-e." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:62 +msgid ":guilabel:`Brazil - Website Sale`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:63 +msgid "`l10n_br_website_sale`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:65 +msgid ":guilabel:`Brazil - Sale`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:66 +msgid "`l10n_br_sales`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/brazil.rst:67 -msgid ":guilabel:`Brazilian Accounting EDI` & :guilabel:`Brazilian Accounting EDI for services`" +msgid "Sale modifications for Brazil" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:68 -msgid "`l10n_br_edi` & `l10n_br_edi_services`" +msgid ":guilabel:`Brazil - Sale Subscription`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:69 -msgid "Provides electronic invoicing for goods and services for Brazil through AvaTax." +msgid "`l10n_br_sale_subscription`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:70 -msgid ":guilabel:`Brazil Pix QR codes`" +msgid "Sale subscription modifications for Brazil" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:71 -msgid "`l10n_br_pix`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:72 -msgid "Implements Pix QR codes for Brazil." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:73 +#: ../../content/applications/finance/fiscal_localizations/france.rst:42 +msgid "The localization's core modules are installed automatically with the localization. The rest can be manually :doc:`installed `." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:79 -msgid "To configure your company information, go to the :menuselection:`Contacts` app and search the name given to your company." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:91 +#: ../../content/applications/finance/fiscal_localizations/france.rst:48 +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:38 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:38 +msgid "Localization overview" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:82 -msgid "Select the :guilabel:`Company` option at the top of the page. Then, configure the following fields:" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:81 +msgid "The Brazilian localization package ensures compliance with Brazilian fiscal and accounting regulations. It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of accounts tailored to Brazil’s standards." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:85 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:327 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:231 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1094 +msgid "The Brazilian localization package provides the following key features to ensure compliance with local fiscal and accounting regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:88 +msgid ":ref:`Chart of accounts `: a predefined structure tailored to Brazilian accounting standards" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:90 +msgid ":ref:`Taxes `: pre-configured tax rates, including standard VAT, zero-rated, and exempt options." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:92 +msgid ":ref:`Products `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:93 +msgid ":ref:`Contacts `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:94 +msgid ":ref:`Fiscal positions `: automated tax adjustments based on customer or supplier registration status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:96 +#: ../../content/applications/finance/fiscal_localizations/france.rst:63 +msgid ":doc:`Payroll `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:97 +msgid ":doc:`Reporting <../accounting/reporting>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:98 +msgid ":ref:`AvaTax integration `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:99 +msgid ":ref:`Tax computation `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:101 +msgid "Sales taxes can be automatically computed, and electronic invoices for goods (NF-e) and services (NFS-e) can be sent using AvaTax (Avalara) through |API| calls. Moreover, taxes for services can be configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:105 +msgid "For the goods and services tax computation and electronic invoicing process, configure the :ref:`contacts `, :ref:`company `, and :ref:`products ` and :ref:`create an account in AvaTax ` in the general settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:111 +msgid "For the services taxes, create and configure them from Odoo directly without computing them with AvaTax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:119 +msgid "In the :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>`, the accounts are mapped automatically to their corresponding taxes, and the default account payable and account receivable fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:124 +msgid "The Brazil chart of accounts is based on the SPED CoA, which provides a baseline of the necessary accounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:132 +msgid ":doc:`Taxes <../accounting/taxes>` are automatically created and configured when installing the Brazilian localization. Avalara uses some to compute taxes on sales orders or invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:135 +msgid "Taxes used for services must be manually added and configured, as the rate may differ depending on the city where the service is offered." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:139 +msgid "For service taxes created manually, NFS-e can't be issued. To electronically send an NFS-e, compute taxes using Avalara." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:143 +msgid "Do not delete taxes, as they are used for the AvaTax tax computation. If deleted, Odoo creates them again when used in an |SO| or invoice, and computing taxes with AvaTax. However, the account used to register the tax must be re-configured in the tax's :guilabel:`Definition` tab, under the :guilabel:`Distribution for invoices` and :guilabel:`Distribution for refunds` sections." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:149 +msgid ":doc:`Taxes functional documentation <../accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:156 +msgid "To use the AvaTax integration on sales orders and invoices, enter the following information in the :guilabel:`Sales` tab of the product form under the :guilabel:`Brazil Accounting` section, based on how the product will be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:161 +msgid "E-Invoice for goods (NF-e)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:163 +msgid ":guilabel:`CEST Code`: code for products subject to ICMS tax substitution" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:164 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:185 +msgid ":guilabel:`Mercosul NCM Code`: Mercosur Common Nomenclature Product Code" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:165 +msgid ":guilabel:`Source of Origin`: origin of the product, which can be foreign or domestic, among other possible options, depending on the specific use case" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:167 +msgid ":guilabel:`SPED Fiscal Product Type`: fiscal product type according to SPED list table" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:168 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:186 +msgid ":guilabel:`Purpose of Use`: intended purpose of use for this product" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 +msgid "Product configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:174 +msgid "Odoo automatically creates three products to be used for transportation costs associated with sales. These are named :guilabel:`Freight`, :guilabel:`Insurance`, and :guilabel:`Other Costs` and are already configured. If more need to be created, duplicate and use the same configuration:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:178 +msgid ":guilabel:`Product Type` :guilabel:`Service`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:179 +msgid ":guilabel:`Transportation Cost Type`: :guilabel:`Insurance`, :guilabel:`Freight`, or :guilabel:`Other Costs`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:183 +msgid "E-Invoice for services (NFS-e)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:187 +msgid ":guilabel:`Service Code Origin`: City Service Code where the provider is registered" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:188 +msgid ":guilabel:`Labor Assignment`: checkbox to select if service involves labor" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:189 +msgid ":guilabel:`Transport Cost Type`: type of transport costs to select" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:190 +msgid ":guilabel:`Service Codes`: City Service Code where the service will be provided; if no code is added, the :guilabel:`Service Code Origin` will be used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:196 +msgid "Company and contacts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:198 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:39 +msgid "To use all the features of this fiscal localization, the following fields are required on the :doc:`company record `:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:201 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:726 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:236 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1099 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:48 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:42 msgid ":guilabel:`Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:86 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:328 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:202 msgid ":guilabel:`Address`: add :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`, :guilabel:`Country`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:89 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:205 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:52 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:46 msgid "In the :guilabel:`Street` field, enter the street name, number, and any additional address information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:91 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:332 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:207 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:54 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:48 msgid "In the :guilabel:`Street 2` field, enter the neighborhood." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:93 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:334 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:209 msgid ":guilabel:`Identification Number`: :guilabel:`CNPJ` or :guilabel:`CPF`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:94 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:335 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:210 msgid ":guilabel:`Tax ID`: associated with the identification type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:95 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:211 msgid ":guilabel:`IE`: State registration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:96 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:212 msgid ":guilabel:`IM`: Municipal registration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:97 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:213 msgid ":guilabel:`SUFRAMA code`: Superintendence of the Manaus Free Trade Zone - add if applicable" msgstr "" @@ -18810,24 +19093,24 @@ msgstr "" msgid "Company configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:104 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:220 msgid "Configure the :guilabel:`Fiscal Information` within the :guilabel:`Sales and Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:106 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:117 -msgid "Add the :guilabel:`Fiscal Position` for :ref:`AvaTax Brazil `." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:222 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:234 +msgid "Add the :guilabel:`Fiscal Position` for :ref:`AvaTax Brazil `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:107 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:224 msgid ":guilabel:`Tax Regime`: Federal Tax Regime" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:108 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:225 msgid ":guilabel:`ICMS Taxpayer Type`: indicates :guilabel:`ICMS regime`, :guilabel:`Exempt status`, or :guilabel:`Non-Taxpayer`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:110 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:227 msgid ":guilabel:`Main Activity Sector`" msgstr "" @@ -18835,480 +19118,311 @@ msgstr "" msgid "Company fiscal configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:115 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:361 -msgid "Configure the following extra :guilabel:`Fiscal Information` if you are going to issue NFS-e:" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:232 +msgid "Configure the following extra :guilabel:`Fiscal Information` to issue NFS-e:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:118 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:364 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:236 msgid ":guilabel:`COFINS Details`: :guilabel:`Taxable, Not Taxable, Taxable with rate 0%, Exempt, Suspended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:120 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:238 msgid ":guilabel:`PIS Details` :guilabel:`Taxable, Not Taxable, Taxable with rate 0%, Exempt, Suspended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:122 -msgid ":guilabel:`CSLL Taxable` If the company is subject to CSLL or not" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:240 +msgid ":guilabel:`CSLL Taxable` if the company is subject to CSLL or not" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:0 msgid "Company fiscal configuration for NFSe." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:127 -msgid "Finally, upload a company logo and save the contact." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:246 +msgid "If it is a simplified regime, the ICMS rate under :menuselection:`Accounting --> Configuration --> Settings --> Taxes --> AvaTax Brazil` must be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:130 -msgid "If you are a simplified regime, you need to configure the ICMS rate under :menuselection:`Accounting --> Configuration --> Settings --> Taxes --> AvaTax Brazil`." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:249 +msgid "The same configuration applies to the relevant :doc:`contact <../../essentials/contacts>` form when using the AvaTax integration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:136 -msgid "Configure AvaTax integration" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:138 -msgid "Avalara AvaTax is a tax calculation and electronic invoicing provider that can be integrated in Odoo to automatically compute taxes by taking into account the company, contact (customer), product, and transaction information to retrieve the correct tax to be used and process the e-invoice afterward with the government." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:143 -msgid "Using this integration requires :doc:`In-App-Purchases (IAPs) <../../essentials/in_app_purchase>` to compute the taxes and to send the electronic invoices. Whenever you compute taxes, send an electronic document (NF-e, NFS-e, etc), or perform any electronic flow (NF-e Cancellation, Correction letter, Invalidate invoice number range), an API call is made using credits from your `IAP credits balance `_." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:150 -msgid "Odoo is a certified partner of Avalara Brazil." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:151 -msgid "You can `buy IAP credit on odoo.com `_." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:152 -msgid "On creation, new databases receive 500 free credits." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:155 -msgid "Credential configuration" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:157 -msgid "To activate AvaTax in Odoo, you need to create an account. To do so, go to :menuselection:`Accounting --> Configuration --> Settings --> Taxes`, and in the :guilabel:`AvaTax Brazil` section, add the administration email address to be used for the AvaTax portal in the :guilabel:`AvaTax Portal Email`, and then click on :guilabel:`Create account`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:163 -msgid "When **testing** or **creating a production** :guilabel:`AvaTax Portal Email` integration in a sandbox or production database, use a real email address, as it is needed to log in to the Avalara Portal and set up the certificates, whether you want to test or use it on production." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:167 -msgid "There are two different Avalara Portals, one for testing and one for production:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:169 -msgid "Sandbox: https://portal.sandbox.avalarabrasil.com.br/" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:170 -msgid "Production: https://portal.avalarabrasil.com.br/" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:172 -msgid "When you create the account from Odoo, be sure to select the right environment. Moreover, the email used to open the account cannot be used to open another account. Save your :guilabel:`API ID` and :guilabel:`API Key` when you create the account from Odoo." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:0 -msgid "Transfer API Credentials." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:179 -msgid "After you create the account from Odoo, you need to go to the Avalara Portal to set up your password:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:182 -msgid "Access the `Avalara portal `_." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:183 -msgid "Click on :guilabel:`Meu primeiro acesso`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:184 -msgid "Add the email address you used in Odoo to create the Avalara/AvaTax account, and then click :guilabel:`Solicitar Senha`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:186 -msgid "You will receive an email with a token and a link to create your password. Click on this link and copy-paste the token to allocate your desired password." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:190 -msgid "You can start using AvaTax in Odoo for tax computation **only** without creating a password and accessing the Avalara portal in the Odoo database. However, in order to use the electronic invoice service, you **must** access the AvaTax portal and upload your certificate there." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 -msgid "AvaTax account configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:198 -msgid "You can transfer |API| credentials. Use this only when you have already created an account in another Odoo instance and wish to reuse it." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:202 -msgid "A1 certificate upload" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:204 -msgid "In order to issue electronic invoices, a certificate needs to be uploaded to the `AvaTax portal `_." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:207 -msgid "The certificate will be synchronized with Odoo, as long as the external identifier number in the AvaTax portal matches - without special characters - with the CNPJ number, and the identification number (CNPJ) in Odoo matches with the CNPJ in AvaTax." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:212 -msgid "To issue NFS-e, some cities require that you link the certificate within the City Portal system before issuing NFS-e from Odoo." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:215 -msgid "If you receive an error message from the city that says :guilabel:`Your certificate is not linked to the user`, that means this process needs to be done in the city portal." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:224 -msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the data set included in the localization module. The accounts are mapped automatically in their corresponding taxes, and the default account payable and account receivable fields." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:229 -msgid "The chart of accounts for Brazil is based on the SPED CoA, which gives a baseline of the accounts needed in Brazil." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:232 -msgid "You can add or delete accounts according to the company's needs." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:237 -msgid "In Brazil, a *series* number is linked to a sequence number range for electronic invoices. The series number can be configured in Odoo on a sales journal from the :guilabel:`Series` field. If more than one series is needed, then a new sales journal will need to be created and a new series number assigned to it for each series needed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:242 -msgid "The :guilabel:`Use Documents` field needs to be selected. When issuing electronic and non-electronic invoices, the :guilabel:`Type` field selects the document type used when creating the invoice. The :guilabel:`Type` field will only be displayed if the :guilabel:`Use Documents` field is selected on the journal." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 -msgid "Journal configuration with the Use Documents? field checked." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:251 -msgid "When creating the journal, ensure the field :guilabel:`Dedicated Credit Note Sequence` is unchecked, as in Brazil, sequences between invoices, credit notes, and debit notes are shared per series number, which means per journal." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:258 -msgid "Taxes are automatically created when installing the Brazilian localization. Taxes are already configured, and some of them are used by Avalara when computing taxes on the sales order or invoice." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:261 -msgid "Taxes can be edited, or more taxes can be added. For example, some taxes used for services need to be manually added and configured, as the rate may differ depending on the city where you are offering the service." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:266 -msgid "If you decide to do service taxes manually, you won't be able to issue an NFS-e. To electronically send an NFS-e, you need to compute taxes using Avalara." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:270 -msgid "Do not delete taxes, as they are used for the AvaTax tax computation. If deleted, Odoo creates them again when used in an |SO| or invoice and computing taxes with AvaTax, but the account used to register the tax needs to be re-configured in the tax's :guilabel:`Definition` tab, under the :guilabel:`Distribution for invoices` and :guilabel:`Distribution for refunds` sections." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:276 -msgid ":doc:`Taxes functional documentation <../accounting/taxes>`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:283 -msgid "To use the AvaTax integration on sale orders and invoices, first specify the following information on the product depending on its intended use:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:287 -msgid "E-Invoice for goods (NF-e)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:289 -msgid ":guilabel:`CEST Code`: Code for products subject to ICMS tax substitution" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:290 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:309 -msgid ":guilabel:`Mercosul NCM Code`: Mercosur Common Nomenclature Product Code" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:291 -msgid ":guilabel:`Source of Origin`: Indicates the origin of the product, which can be foreign or domestic, among other possible options depending on the specific use case" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:293 -msgid ":guilabel:`SPED Fiscal Product Type`: Fiscal product type according to SPED list table" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:294 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:310 -msgid ":guilabel:`Purpose of Use`: Specify the intended purpose of use for this product" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 -msgid "Product configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:300 -msgid "Odoo automatically creates three products to be used for transportation costs associated with sales. These are named `Freight`, `Insurance`, and `Other Costs`. They are already configured, if more need to be created, duplicate and use the same configuration (configuration needed: :guilabel:`Product Type` `Service`, :guilabel:`Transportation Cost Type` `Insurance`, `Freight`, or `Other Costs`)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:307 -msgid "E-Invoice for services (NFS-e)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:311 -msgid ":guilabel:`Service Code Origin`: City Service Code where the provider is registered" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:312 -msgid ":guilabel:`Service Codes`: City Service Code where the service will be provided, if no code is added, the Origin City Code will be used" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:314 -msgid ":guilabel:`Labor Assignment`: Defines if your services includes labor" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:319 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:180 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:164 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:177 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 -#: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:225 -msgid "Contacts" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:321 -msgid "Before using the integration, specify the following information on the contact:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:323 -msgid "General information about the contact:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:325 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:253 msgid "Select the :guilabel:`Company` option for a contact with a tax ID (CNPJ), or check :guilabel:`Individual` for a contact with a CPF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:331 -msgid "In the :guilabel:`Street` field, enter the street, number, and any extra address information." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:336 -msgid ":guilabel:`IE`: state tax identification number" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:337 -msgid ":guilabel:`IM`: municipal tax identification number" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:338 -msgid ":guilabel:`SUFRAMA code`: SUFRAMA registration number" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:0 -msgid "Contact configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:346 -msgid "The :guilabel:`CPF`, :guilabel:`IE`, :guilabel:`IM`, and :guilabel:`SUFRAMA code` fields are are hidden until the :guilabel:`Country` is set to `Brazil`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:349 -msgid "Fiscal information about the contact under the :guilabel:`Sales \\& Purchase` tab:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:351 -msgid ":guilabel:`Fiscal Position`: add the AvaTax fiscal position to automatically compute taxes on sale orders and invoices automatically" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:353 -msgid ":guilabel:`Tax Regime`: federal tax regime" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:354 -msgid ":guilabel:`ICMS Taxpayer Type`: taxpayer type determines if the contact is within the :guilabel:`ICMS regime`, :guilabel:`Exempt status`, or :guilabel:`Non-taxpayer`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:356 -msgid ":guilabel:`Main Activity Sector`: list of main activity sectors of the contact" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:0 -msgid "Contact fiscal configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:363 -msgid "Add the :guilabel:`Fiscal Position` for :ref:`AvaTax Brazil `" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:366 -msgid ":guilabel:`PIS Details`: :guilabel:`Taxable, Not Taxable, Taxable with rate 0%, Exempt, Suspended`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:368 -msgid ":guilabel:`CSLL Taxable`: If the company is subject to CSLL or not" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:0 -msgid "Contact fiscal configuration for NFSe." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:376 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:259 #: ../../content/applications/finance/fiscal_localizations/canada.rst:132 msgid "Fiscal positions" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:378 -msgid "To compute taxes and send electronic invoices on sale orders and invoices, both the :guilabel:`Detect Automatically` and the :guilabel:`Use AvaTax API` options need to be enabled in the :guilabel:`Fiscal Position`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:382 -msgid "The :guilabel:`Fiscal Position` can be configured on the :ref:`contact ` or selected when creating a sales order or an invoice." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:261 +msgid "To compute taxes and send electronic invoices on sales orders and invoices, both the :guilabel:`Detect Automatically` and the :guilabel:`Use AvaTax Brazil API` options need to be enabled in the :guilabel:`Fiscal Position`. To do so, go to :menuselection:`Accounting --> Configuration --> Fiscal Positions`. Then, open :guilabel:`Automatic Tax Mapping (Avalara Brazil)` and update it accordingly." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 msgid "Fiscal position configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:389 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:349 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:309 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:288 -msgid "Workflows" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:270 +msgid "The :doc:`fiscal positions <../accounting/taxes/fiscal_positions>` can be configured:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:391 -msgid "This section provides an overview of the actions that trigger `API calls `_ for tax computation, along with instructions on how to send electronic invoices for goods (NF-e) and services (NFS-e) for government validation." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:272 +msgid "either on the :ref:`contact `, in the :guilabel:`Sales & Purchase` tab under the :guilabel:`Fiscal Information` section;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:396 -msgid "Please note that each |API| call incurs a cost. Be mindful of the actions that trigger these calls to manage costs effectively." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:274 +msgid "or when creating a sales order or an invoice, in the :guilabel:`Other Info` tab under the :guilabel:`Invoicing` or :guilabel:`Accounting` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:403 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:282 +msgid "Avalara AvaTax is a tax calculation and electronic invoicing provider that can be integrated into Odoo to compute taxes automatically. It considers the company, contact (customer), product, and transaction information to retrieve the correct tax to be used and process the e-invoice afterward with the government." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:287 +msgid "This integration requires :doc:`In-App-Purchases (IAPs) <../../essentials/in_app_purchase>` to compute taxes and send electronic invoices. To compute taxes, send an electronic document (NF-e, NFS-e, etc.), or perform any electronic flow (NF-e Cancellation, Correction letter, Invalidate invoice number range), an API call is made using credits from the `IAP credit balance `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:294 +msgid "Odoo is a certified partner of Avalara Brazil." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:295 +msgid "Buy `IAP credits on odoo.com `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:296 +msgid "On creation, new databases receive 500 free credits." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:299 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:378 +msgid ":doc:`In-App-Purchases (IAPs) <../../essentials/in_app_purchase>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:304 +msgid "Credential configuration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:306 +msgid "To activate AvaTax in Odoo, an account must be created. To do so, go to :menuselection:`Accounting --> Configuration --> Settings --> Taxes`. In the :guilabel:`AvaTax Brazil` section, add the administration Email address for the AvaTax portal in :guilabel:`AvaTax Portal Email`, and click :icon:`fa-plug` :guilabel:`Create account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:312 +msgid "When **testing** or **creating a production** :guilabel:`AvaTax Portal Email` integration in a sandbox or production database, use a real Email address, as it is needed to log in to the Avalara Portal and set up the certificates, whether to test or use it on production." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:316 +msgid "There are two different Avalara Portals, one for testing and one for production:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:318 +msgid "Sandbox: https://portal.sandbox.avalarabrasil.com.br/" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:319 +msgid "Production: https://portal.avalarabrasil.com.br/" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:321 +msgid "When the account is created from Odoo, select the right environment. Moreover, the Email used to open the account cannot be used to open another account. Save the :guilabel:`API ID` and :guilabel:`API Key` when the account is created from Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:0 +msgid "Transfer API Credentials." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:328 +msgid "After the account is created from Odoo, go to the Avalara Portal to set up the password:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:330 +msgid "Access the `Avalara portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:331 +msgid "Click :guilabel:`Meu primeiro acesso`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:332 +msgid "Add the Email address used in Odoo to create the Avalara/AvaTax account, and click :guilabel:`Solicitar Senha`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:334 +msgid "An Email will then be received with a token and a link to create a password. Click on this link and copy-paste the token to allocate the desired password." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:338 +msgid "Start using AvaTax in Odoo for tax computation **only**, without creating a password and accessing the Avalara portal in the Odoo database. However, to use the electronic invoice service, you **must** access the AvaTax portal and upload the certificate there." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 +msgid "AvaTax account configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:346 +msgid "|API| credentials can be transferred. This option should be used only when an account has already been created in another Odoo instance and must be reused." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:352 +msgid "A1 certificate upload" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:354 +msgid "To issue electronic invoices, a certificate must be uploaded to the `AvaTax portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:357 +msgid "The certificate will be synchronized with Odoo as long as the external identifier number in the AvaTax portal matches - without special characters - with the CNPJ number, and the identification number (CNPJ) in Odoo matches the CNPJ in AvaTax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:362 +msgid "Some cities require the certificate to be linked within the City Portal system before issuing NFS-e from Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:365 +msgid "If an error message from the city that says :guilabel:`Your certificate is not linked to the user` is received, this process needs to be done in the city portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:374 +msgid "Actions that trigger |API| calls for tax computation come with a cost. Be mindful of the actions that trigger these calls to manage costs effectively." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:383 msgid "Tax calculations on quotations and sales orders" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:405 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:385 msgid "Trigger an |API| call to calculate taxes on a quotation or sales order automatically with AvaTax in any of the following ways:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:408 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:388 msgid "**Quotation confirmation**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:409 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:389 msgid "Confirm a quotation into a sales order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:410 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:426 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:390 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:408 msgid "**Manual trigger**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:411 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:427 -msgid "Click on :guilabel:`Compute Taxes Using AvaTax`." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:391 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:409 +msgid "Click :guilabel:`Compute Taxes Using AvaTax`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:412 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:428 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:392 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:410 msgid "**Preview**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:413 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:429 -msgid "Click on the :guilabel:`Preview` button." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:393 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:411 +msgid "Click :guilabel:`Preview`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:414 -msgid "**Email a quotation / sales order**" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:394 +msgid "**Email a quotation/sales order**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:415 -msgid "Send a quotation or sales order to a customer via email." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:395 +msgid "Send a quotation or sales order to a customer via Email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:418 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:398 msgid "**Online quotation access**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:417 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:397 msgid "When a customer accesses the quotation online (via the portal view), the |API| call is triggered." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:421 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:403 msgid "Tax calculations on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:423 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:405 msgid "Trigger an |API| call to calculate taxes on a customer invoice automatically with AvaTax in any of the following ways:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:431 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:413 msgid "**Online invoice access**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:431 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:413 msgid "When a customer accesses the invoice online (via the portal view), the |API| call is triggered." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:434 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:416 msgid "The :guilabel:`Fiscal Position` must be set to `Automatic Tax Mapping (Avalara Brazil)` for any of these actions to compute taxes automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:438 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:420 msgid ":doc:`Fiscal positions (tax and account mapping) <../accounting/taxes/fiscal_positions>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:443 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:114 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:430 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:196 msgid "Electronic documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:448 -msgid "To process an electronic invoice for goods (NF-e) or services (NFS-e), the invoice needs to be confirmed and taxes need to be computed by Avalara. Once that step is done, click on the :guilabel:`Send & Print` button in the upper left corner. In the pop-up that appears, click on :guilabel:`Process e-invoice` and any of the other options - :guilabel:`Download` or :guilabel:`Email`. Finally, click on :guilabel:`Send & Print` to process the invoice with the government." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:437 +msgid "A *series* number is linked to a sequence number range for electronic invoices. To configure the series number on a sales journal, go to :menuselection:`Accounting --> Configuration --> Journals` and set it in the :guilabel:`Series` field. If more than one series is needed, a new sales journal must be created, and a new series number assigned for each series." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:455 -msgid "Before sending the electronic invoice for goods (NF-e) or services (NFS-e), some fields need to be filled out on the invoice:" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:442 +msgid "Enable the :guilabel:`Use Documents?` option as the :guilabel:`Series` field will only be displayed if the :guilabel:`Use Documents?` field is selected on the journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:458 -msgid ":guilabel:`Customer`, with all the customer information" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:445 +msgid "When issuing electronic and non-electronic invoices, the :guilabel:`Type` field selects the document type used when creating the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:459 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:592 -msgid ":guilabel:`Payment Method: Brazil`: how the invoice is planned to be paid" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 +msgid "Journal configuration with the Use Documents? field checked." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:460 -msgid ":guilabel:`Fiscal Position` set as the :guilabel:`Automatic Tax Mapping (Avalara Brazil)`" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:452 +msgid "When creating the journal, ensure the :guilabel:`Dedicated Credit Note Sequence` field in the :guilabel:`Accounting Information` section is unchecked, as in Brazil, sequences between invoices, credit notes, and debit notes are shared per series number, which means per journal." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:461 -msgid ":guilabel:`Document Type` set as :guilabel:`(55) Electronic Invoice (NF-e)` or :guilabel:`(SE) Electronic Service Invoice (NFS-e)`" +msgid "To process an electronic invoice for goods (NF-e) or services (NFS-e), the invoice must be confirmed and taxes must be computed by Avalara. The following fields must be filled out:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:464 -msgid "There are some other optional fields that depend on the nature of the transaction. These fields are not required, so no errors will appear from the government if these optional fields are not populated for most cases:" +msgid ":guilabel:`Customer`, with all the customer information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:468 -msgid ":guilabel:`Freight Model` determines how the goods are planned to be transported - domestic" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:465 +msgid ":guilabel:`Payment Method: Brazil`: how the invoice is planned to be paid." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:466 +msgid ":guilabel:`Document Type` set as :guilabel:`(55) Electronic Invoice (NF-e)` or :guilabel:`(SE) Electronic Service Invoice (NFS-e)`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:469 -msgid ":guilabel:`Transporter Brazil` determines who is doing the transportation" +msgid "And in the :guilabel:`Other Info` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:471 +msgid ":guilabel:`Fiscal Position` set as :guilabel:`Automatic Tax Mapping (Avalara Brazil)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:473 +msgid "Some optional fields depend on the nature of the transaction. These fields in the :guilabel:`Other Info` tab are not required, so in most cases, leaving them blank will not result in errors from the government when the invoice is submitted:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:477 +msgid ":guilabel:`Freight Model` determines how the goods are planned to be transported - domestic." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:478 +msgid ":guilabel:`Transporter Brazil` determines who is doing the transportation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 @@ -19319,115 +19433,119 @@ msgstr "" msgid "Process electronic invoice pop-up in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:478 -msgid "All of the fields available on the invoice used to issue an electronic invoice are also available on the sales order, if needed. When creating the first invoice, the field :guilabel:`Document Number` is displayed, allocated as the first number to be used sequentially for subsequent invoices." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:486 +msgid "Then, click :guilabel:`Send`. In the :guilabel:`Print & Send` window, click :guilabel:`Process e-invoice` and any other options - :guilabel:`Download` or :guilabel:`Email`. Finally, click :guilabel:`Send` to process the invoice with the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:484 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:491 +msgid "All fields available on the invoice used to issue an electronic invoice are also available on the sales order, if needed. When creating the first invoice, the :guilabel:`Document Number` field is displayed, allocated as the first number to be used sequentially for subsequent invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:498 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:598 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:370 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:346 msgid "Credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:486 -msgid "If a sales return needs to be registered, then a credit note can be created in Odoo to be sent to the government for validation." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:500 +msgid "If a sales return needs to be registered, a credit note can be created in Odoo and sent to the government for validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:490 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:504 msgid "Credit notes are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:493 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:507 msgid ":ref:`Issue a credit note `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:496 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:512 #: ../../content/applications/finance/fiscal_localizations/peru.rst:614 msgid "Debit Notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:498 -msgid "If additional information needs to be included, or values need to be corrected that were not accurately provided in the original invoice, a debit note can be issued." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:514 +msgid "If additional information needs to be included or values that were not accurately provided in the original invoice need to be corrected, a debit note can be issued." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:502 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:518 msgid "Debit notes are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:504 -msgid "Only the products included in the original invoice can be part of the debit note. While changes can be made to the product's unit price or quantity, products **cannot** be added to the debit note. The purpose of this document is only to declare the amount that you want to add to the original invoice for the same or fewer products." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:519 +msgid "Only the products included in the original invoice can be included in the debit note. While changes can be made to the product's unit price or quantity, products **cannot** be added to the debit note. The purpose of this document is only to declare the amount to be added to the original invoice for the same or fewer products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:510 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:525 msgid ":ref:`Issue a debit note `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:513 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:530 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:215 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:221 msgid "Invoice cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:515 -msgid "It is possible to cancel an electronic invoice that was validated by the government." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:532 +msgid "It is possible to cancel an electronic invoice that the government validated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:518 -msgid "Check whether the electronic invoice is still within the cancellation deadline, which may vary according to the legislation of each state." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:535 +msgid "Check whether the electronic invoice is still within the cancellation deadline, which may vary according to each state's legislation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:522 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:541 msgid "E-invoices for goods (NF-e)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:524 -msgid "Cancel an e-invoice for goods (NF-e) in Odoo by clicking :guilabel:`Request Cancel` and adding a cancellation :guilabel:`Reason` on the pop-up that appears. If you want to send this cancellation reason to the customer via email, activate the :guilabel:`E-mail` checkbox." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:543 +msgid "To cancel an e-invoice for goods (NF-e) in Odoo, click :guilabel:`Request Cancel` and add a cancellation :guilabel:`Reason` on the pop-up that appears. To send this cancellation reason to the customer via Email, enable the :guilabel:`E-mail` checkbox." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 msgid "Invoice cancellation reason in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:532 -msgid "This is an electronic cancellation, which means that Odoo will send a request to the government to cancel the NF-e, and it will then consume one |IAP| credit, as an |API| call occurs." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:551 +msgid "This is an electronic cancellation, which means that Odoo will send a request to the government to cancel the NF-e. It will then consume one |IAP| credit, as an |API| call occurs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:536 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:557 msgid "E-invoices for services (NFS-e)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:538 -msgid "Cancel an e-invoice for services (NFS-e) in Odoo by clicking :guilabel:`Request Cancel`. In this case, there is no electronic cancellation process, as not every city has this service available. The user needs to manually cancel this NFS-e on the city portal. Once that step is completed, they can request the cancellation in Odoo, which will cancel the invoice." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:559 +msgid "To cancel an e-invoice for services (NFS-e) in Odoo, click :guilabel:`Request Cancel`. In this case, there is no electronic cancellation process, as not every city has this service available. The user needs to manually cancel this NFS-e on the city portal. Once that step is completed, they can request the cancellation in Odoo, which will cancel the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:544 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:567 msgid "Correction letter" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:546 -msgid "A correction letter can be created and linked to an electronic invoice for goods (NF-e) that was validated by the government." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:569 +msgid "A correction letter can be created and linked to an electronic invoice for goods (NF-e) that the government validated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:549 -msgid "This can be done in Odoo by clicking :guilabel:`Correction Letter` and adding a correction :guilabel:`Reason` on the pop-up that appears. To send this correction reason to a customer via email, activate the :guilabel:`E-mail` checkbox." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:572 +msgid "To do so in Odoo, click :guilabel:`Correction Letter` and add a correction :guilabel:`Reason` on the pop-up that appears. To send the correction reason to a customer via Email, enable the :guilabel:`E-mail` checkbox." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 msgid "Correction letter reason in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:557 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:580 msgid "Correction letters are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:560 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:585 msgid "Invalidate invoice number range" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:562 -msgid "A range of sequences that are assigned to sales journals can be invalidated with the government if they are not currently used, **and** will not be used in the future. To do so, navigate to the journal, and click the :menuselection:`⚙️ (gear) icon --> Invalidate Number Range (BR)`. On the :guilabel:`Invalidate Number Range (BR)` wizard, add the :guilabel:`Initial Number` and :guilabel:`End Number` of the range that should be cancelled, and enter an invalidation :guilabel:`Reason`." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:587 +msgid "A range of sequences that are assigned to sales journals can be invalidated by the government if they are not currently used **and** will not be used in the future. To do so, open the journal, click the :icon:`fa-cog` (gear) icon, and select :guilabel:`Invalidate Number Range (BR)`. On the :guilabel:`Invalidate Number Range (BR)` wizard, add the :guilabel:`Initial Number` and :guilabel:`End Number` of the range that should be cancelled, and enter an invalidation :guilabel:`Reason`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 @@ -19438,38 +19556,250 @@ msgstr "" msgid "Number range invalidation wizard in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:576 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:601 msgid "Invalidate invoice number range documents are only available for electronic invoices for goods (NF-e)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:580 -msgid "The log of the cancelled numbers along with the XML file are recorded in the chatter of the journal." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:605 +msgid "The journal's chatter records the log of the cancelled numbers, along with the XML file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:586 -msgid "On the vendor bills side, when receiving an invoice from a supplier, you can encode the bill in Odoo by adding all the commercial information together with the same Brazilian specific information that is recorded on the :ref:`customer invoices `." +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:612 +msgid "When receiving an invoice from a supplier, encode the bill in Odoo by adding all the commercial information, together with the same Brazilian-specific information that is recorded on the :ref:`customer invoices `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:590 -msgid "These Brazilian specific fields are:" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:616 +msgid "These Brazilian-specific fields are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:593 -msgid ":guilabel:`Document Type`: used by your vendor" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:618 +msgid ":guilabel:`Payment Method: Brazil`: how the invoice is planned to be paid" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:594 -msgid ":guilabel:`Document Number`: the invoice number from your supplier" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:619 +msgid ":guilabel:`Document Type`: used by the vendor" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:595 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:620 +msgid ":guilabel:`Document Number`: the invoice number from the supplier" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:621 msgid ":guilabel:`Freight Model`: **NF-e specific** how goods are planned to be transported - domestic" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:596 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:622 msgid ":guilabel:`Transporter Brazil`: **NF-e specific** who is doing the transportation." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:627 +msgid "Point of sale NFC-e" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:629 +msgid "The NFC-e is a legal document that supports selling goods or merchandise to the final customer. Like the :ref:`NF-e `, the electronic customer invoice is also issued in XML file format and has an auxiliary document (DANFC-e) known as the *NFC-e Summary*. This electronic document can be issued through **Odoo Point of Sale app**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:634 +msgid "Its legal validity is guaranteed by the digital signature and by each Brazilian state's SEFAZ (Secretaria da Fazenda)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:638 +msgid ":doc:`Point of Sale <../../sales/point_of_sale>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:645 +msgid ":ref:`Install ` the :guilabel:`Brazilian Accounting EDI for POS` (`l10nbr_edi_pos`) module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:651 +msgid "CSC details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:653 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, scroll to the :guilabel:`Taxes` section. In the :guilabel:`NFC-e configuration` section, complete the following CSC (Taxpayer Security Code) fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:657 +msgid ":guilabel:`CSC ID`: The *CSC ID* or *CSC Token* is an identification of the taxpayer security code, which can have 1 to 6 digits and is available on your state's website of State Department of Finance (SEFAZ)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:660 +msgid ":guilabel:`CSC Number`: The *CSC Number* is a code of up to 36 characters that only you and the Department of Finance know. It is used to generate the QR Code of the NFC-e and ensure the authenticity of the DANFE." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:665 +msgid "The information required for these fields can be generated through the SEFAZ website of each Brazilian state by the company's accountant." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:673 +msgid "First, :doc:`create a new product in POS <../../sales/point_of_sale/configuration>`, then in the :guilabel:`Sales` tab, configure the following :guilabel:`Brazil Accounting` fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:676 +msgid ":guilabel:`CEST Code`: A tax classification code identifying goods and products subject to tax substitution under ICMS regulations. It helps determine the applicable tax treatment and procedures for specific items. Check if the product is subject to this at https://www.codigocest.com.br/." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:680 +msgid ":guilabel:`Mercosul NCM Code`: NCM (Nomenclatura Comun do Mercosul) code from the Mercosur list." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:681 +msgid ":guilabel:`Source of Origin`: Indicates whether the product is of foreign or national origin, with different variations and characteristics depending on the product use case." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:683 +msgid ":guilabel:`SPED Fiscal Product Type`: Fiscal product type according to the SPED list table." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:684 +msgid ":guilabel:`Purpose of Use`: Shows what this product is used for." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:689 +msgid "Shop configuration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:691 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sales` and create a :guilabel:`New` shop. Choose an internal name for the new POS and save." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:694 +msgid "Then, go to :menuselection:`Point of Sale --> Configuration --> Settings` and make sure that the correct Point of Sale is :doc:`selected at the top of the screen <../../sales/point_of_sale/configuration>`. Then, scroll to the :guilabel:`Accounting` section and configure the :guilabel:`Brazilian EDI` fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:699 +msgid ":guilabel:`Series`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:700 +msgid ":guilabel:`Next number`: the next NFC-e number in the sequence to be issued, for instance, if the last number issued in SEFAZ is `100`, the *Next number* will be `101`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:704 +msgid "For the production environment, make sure that this information is updated." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:709 +msgid "Generating an NFC-e" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:711 +msgid "First, :ref:`open the Shop and make a sale `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:713 +msgid "After validating the payment, Odoo calculates taxes and issues an NFC-e. The valid NFC-e appears on the right side of the screen." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 +msgid "NFC-e Success in a POS session." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:720 +msgid "It is also possible to issue an NFC-e that identifies the customer by their CPF/CNPJ. To do so, click :icon:`fa-user` :guilabel:`Customer`, search for the customer if they are already registered, or click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:724 +msgid "The following are mandatory fields to issue a CPF/CNPJ identified NFC-e:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:727 +msgid ":guilabel:`City` and :guilabel:`State` where the invoice is being issued" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:728 +msgid ":guilabel:`CPF/CNPJ`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:730 +msgid "After saving the register, click :guilabel:`Validate`. The NFC-e appears, highlighting the customer's CPF on the print." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:733 +msgid "Finally, select one of the two options to deliver the invoice to the customer:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:736 +msgid ":guilabel:`Send via e-mail`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:741 +msgid "NFC-e ticket print" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:743 +msgid "After :ref:`generating and validating the NFC-e `, click :guilabel:`Print` to deliver the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:0 +msgid "Printed NFC-e ticket example." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:750 +msgid "This is the DANFC-e, the print of NFC-e when it is successfully issued, and shows all the important information that is legally required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:754 +msgid "Using an :doc:`Odoo IoT Box <../../general/iot>` to integrate the print NFC-e through the **Point of Sale** app is unnecessary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:756 +msgid "The Odoo NFC-e feature works with any thermal printer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:761 +msgid "Re-issue PoS order with NFC-e error" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:763 +msgid "If the NFC-e returns an error, correct the error first. Then, to re-issue the NFC-e, click the :icon:`fa-bars` :guilabel:`(menu)` icon and select :guilabel:`Orders`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:766 +msgid "Filter the list to show only :guilabel:`Paid` orders and click :guilabel:`Details`. The error will then be displayed, and the :guilabel:`Send NFC-e` button will be available." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:770 +msgid "If the error was fixed and the PoS Session was closed, Odoo indicates the tax adjustment on that journal entry in the chatter. The order's journal entry shows that the taxes were not calculated correctly. In that case, reprocessing the NFC-e is necessary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 +msgid "Point of sale order view form." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:780 +msgid "NFC-e refunds & cancellations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:782 +msgid "*Refunds* can be created from Odoo, but *cancellations* must be done from the government portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:785 +msgid "SEFAZ only allows cancellation of an NFC-e **within 30 minutes** of its issuance on the SEFAZ website. After this period, a manual refund must be processed, along with the issuance of a *Return of Goods NF-e*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:789 +msgid "To issue a refund, click the :icon:`fa-bars` :guilabel:`(menu)` icon and select :guilabel:`Orders`. Filter the list to show only :guilabel:`Paid` orders, open the order, and click :guilabel:`Refund`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:792 +msgid "Choose the :guilabel:`Payment method` and :guilabel:`Amount`, then click :guilabel:`Refund payment`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:795 +msgid "Alternatively, to reimburse and cancel the NFC-e through the backend, go to :menuselection:`Point of Sale --> Orders --> Orders`. Open the order, select the customer, and click :guilabel:`Payment` to reimburse. Then click :guilabel:`Invoice` to create the invoice and issue the *Return of Goods NF-e*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:800 +msgid "When the process is finalized, the approved return NF-e is created, meaning the **previous NFC-e is canceled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:-1 +msgid "Return of Goods NF-e Approved." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/canada.rst:3 msgid "Canada" msgstr "" @@ -20350,49 +20680,52 @@ msgid "Digital certificate configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:215 +msgid "If the :guilabel:`Certificate Owner` field is set to a specific user, and there are no certificates shared with users, then the automatic sending of electronic documents and receipt acknowledgments is **disabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/chile.rst:220 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:560 #: ../../content/applications/finance/fiscal_localizations/peru.rst:283 msgid "Multicurrency" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:217 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:222 msgid "The official currency rate is provided by `Chilean mindicador.cl `_. Navigate to :menuselection:`Accounting --> Configuration --> Settings --> Currencies: Automatic Currency Rates` to set an :guilabel:`Interval` for when the rate is automatically updated, or to select another :guilabel:`Service`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:225 -#: ../../content/applications/finance/fiscal_localizations/france.rst:340 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:230 msgid "Partner information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:227 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:232 msgid "Configuring partner contacts is also required to send :abbr:`SII (Servicio de Impuestos Internos)` electronic invoices. Open the :menuselection:`Contacts` app to do so and fill in the following fields on a new or existing contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:233 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:238 msgid ":guilabel:`Identification Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:234 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 msgid ":guilabel:`Taxpayer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:235 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 msgid ":guilabel:`Activity Description`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:242 msgid "In the :guilabel:`Electronic Invoicing` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:239 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:244 msgid ":guilabel:`DTE Email`: enter the sender's email address for the partner." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:245 msgid ":guilabel:`Delivery Guide Price`: select which price the delivery guide displays, if any." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:243 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:248 msgid "The :guilabel:`DTE Email` is the email used for sending electronic documents and must be set in the contact that will be part of an electronic document." msgstr "" @@ -20400,11 +20733,11 @@ msgstr "" msgid "Chilean electronic invoice data for partners." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:253 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:258 msgid "Accounting documents are categorized by :abbr:`SII (Servicio de Impuestos Internos)`-defined document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:256 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:261 msgid "Document types are created automatically upon installation of the localization module, and can be managed by navigating to :menuselection:`Accounting --> Configuration --> Document Types`." msgstr "" @@ -20412,166 +20745,166 @@ msgstr "" msgid "Chilean fiscal document types list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:264 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:269 msgid "Several document types are inactive by default but can be activated by toggling the :guilabel:`Active` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:270 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:275 msgid "The document type on each transaction is determined by:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:272 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:277 msgid "The journal related to the invoice, identifying if the journal uses documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:273 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:278 msgid "The condition applied based on the type of issuer and recipient (e.g., the buyer or vendor's fiscal regime)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:279 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:284 msgid "*Sales journals* in Odoo usually represent a business unit or location." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:282 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:287 msgid "Ventas Santiago." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:283 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 msgid "Ventas Valparaiso." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:285 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:290 msgid "For retail stores it is common to have one journal per :abbr:`POS (Point of Sale)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:288 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:293 msgid "Cashier 1." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:289 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:294 msgid "Cashier 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:291 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 msgid "The *purchase* transactions can be managed with a single journal, but sometimes companies use more than one journal in order to handle some accounting transactions that are not related to vendor bills. This configuration can easily be set by using the following model." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:296 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:301 msgid "Tax payments to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:297 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 msgid "Employees payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:300 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 msgid "Create a sales journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:302 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:307 msgid "To create a sales journal, navigate to :menuselection:`Accounting --> Configuration --> Journals`. Then, click the :guilabel:`New` button, and fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:305 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 msgid ":guilabel:`Type`: select :guilabel:`Sale` from the drop-down menu for customer invoice journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:306 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:311 msgid ":guilabel:`Point of sale type`: if the sales journal will be used for electronic documents, the option :guilabel:`Online` must be selected. Otherwise, if the journal is used for invoices imported from a previous system or if you are using the :abbr:`SII (Servicio de Impuestos Internos)` portal *Facturación MiPyme*, you can use the option :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:310 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:315 msgid ":guilabel:`Use Documents`: check this field if the journal will use document types. This field is only applicable to purchase and sales journals that can be related to the different sets of document types available in Chile. By default, all the sales journals created will use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:314 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:319 msgid "Next, from the :guilabel:`Jounal Entries` tab, define the :guilabel:`Default Income Account` and :guilabel:`Dedicated Credit Note Squence` in the :guilabel:`Accounting Information` section. Configuring these fields is required for one of the debit notes :ref:`use cases `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:321 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:326 msgid "CAF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:323 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 msgid "A *folio authorization code* (CAF) is required for each document type that will be issued electronically. The :abbr:`CAF (Folio Authorization Code)` is a file the :abbr:`SII (Servicio de Impuestos Internos)` provides to the issuer with the folios/sequences authorized for the electronic invoice documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:328 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 msgid "Your company can request multiple folios and obtain several :abbr:`CAFs (Folio Authorization Codes)` linked to different folio ranges. These :abbr:`CAFs (Folio Authorization Code)` are shared within all journals, so you only need one active :abbr:`CAF (Folio Authorization Code)` per document type, and it will be applied to all journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:333 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:338 msgid "Please refer to the `SII documentation `_ to check the details on how to acquire the :abbr:`CAF (Folio Authorization Code)` files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:337 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 msgid "The :abbr:`CAFs (Folio Authorization Code)` required by the :abbr:`SII (Servicio de Impuestos Internos)` are different from production to test (certification mode). Make sure you have the correct :abbr:`CAF (Folio Authorization Code)` set depending on your environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:342 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:347 msgid "Upload CAF files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:344 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:349 msgid "Once the :abbr:`CAF (Folio Authorization Code)` files have been acquired from the :abbr:`SII (Servicio de Impuestos Internos)` portal, they need to be uploaded in the database by navigating to :menuselection:`Accounting --> Configuration: Chilean SII --> CAFs`. Then, click the :guilabel:`New` begin the configuration. On the :abbr:`CAF (Folio Authorization Code)` form, upload your :abbr:`CAF (Folio Authorization Code)` file by clicking the :guilabel:`Upload your file` button and then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:351 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:356 msgid "Once uploaded, the status changes to :guilabel:`In Use`. At this moment, when a transaction is used for this document type, the invoice number takes the first folio in the sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:355 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:360 msgid "The document types have to be active before uploading the :abbr:`CAF (Folio Authorization Code)` files. In case some folios have been used in the previous system, the next valid folio has to be set when the first transaction is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:362 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 msgid "The chart of accounts is installed by default as part of the data set included in the localization module. The accounts are mapped automatically in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:366 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:371 msgid "Default Account Payable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:367 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:372 #: ../../content/applications/finance/fiscal_localizations/peru.rst:130 msgid "Default Account Receivable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:368 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:373 msgid "Transfer Accounts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:369 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:374 msgid "Conversion Rate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:377 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:382 msgid "As part of the localization module, taxes are created automatically with their related financial account and configuration. These taxes can be managed from :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:381 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:386 msgid "Chile has several tax types, the most common ones are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:383 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:388 msgid "**VAT**: the regular VAT can have several rates." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:384 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:389 msgid "**ILA**: the tax for alcoholic drinks." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:387 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:392 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:125 #: ../../content/applications/finance/fiscal_localizations/romania.rst:110 msgid ":doc:`../accounting/taxes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:393 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:398 msgid "Electronic invoice workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:395 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:400 msgid "In the Chilean localization, the electronic invoice workflow includes customer invoice issuance and vendor bill reception. The following diagram explains how information is shared to the :abbr:`SII (Servicio de Impuestos Internos)`, customers, and vendors." msgstr "" @@ -20579,11 +20912,11 @@ msgstr "" msgid "Diagram with Electronic invoice transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:404 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:409 msgid "Customer invoice emission" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:406 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:411 msgid "After the partners and journals are created and configured, the invoices are created in the standard way. For Chile, one of the differences is the document type that is automatically selected based on the taxpayer. The document type can be changed manually if needed on the invoice by navigating to :menuselection:`Accounting --> Customers --> Invoices`." msgstr "" @@ -20591,24 +20924,24 @@ msgstr "" msgid "Customer invoice document type selection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:416 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:421 msgid ":guilabel:`Documents type 33` electronic invoice must have at least one item with tax, otherwise the :abbr:`SII (Servicio de Impuestos Internos)` rejects the document validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:422 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:922 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:927 msgid "Validation and DTE status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:424 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 msgid "Once all invoice information is filled, either manually or automatically when generated from a sales order, validate the invoice. After the invoice is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:427 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:432 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file is created automatically and recorded in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:429 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:434 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` :abbr:`SII (Servicio de Impuestos Internos)` status is set as :guilabel:`Pending` to be sent." msgstr "" @@ -20616,7 +20949,7 @@ msgstr "" msgid "DTE XML File displayed in chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:436 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:441 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` status is updated automatically by Odoo with a scheduled action that runs every day at night, if the response from the :abbr:`SII (Servicio de Impuestos Internos)` is needed immediately, you can do it manually as well by following the :abbr:`DTE (Documentos Tributarios Electrónicos)` status workflow:" msgstr "" @@ -20624,11 +20957,11 @@ msgstr "" msgid "Transition of DTE status flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:445 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 msgid "The first step is to send the :abbr:`DTE (Documentos Tributarios Electrónicos)` to the :abbr:`SII (Servicio de Impuestos Internos)`. This can be sent manually by clicking the :guilabel:`Enviar Ahora` button. This generates a :guilabel:`SII Tack number` for the invoice, which is used to check the details sent by the :abbr:`SII (Servicio de Impuestos Internos)` via email. Then, the :guilabel:`DTE status` is updated to :guilabel:`Ask for Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:450 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:455 msgid "Once the :abbr:`SII (Servicio de Impuestos Internos)` response is received, Odoo updates the :guilabel:`DTE status`. To do it manually, click on the button :guilabel:`Verify on SII`. The result can either be :guilabel:`Accepted`, :guilabel:`Accepted With Objection` or :guilabel:`Rejected`." msgstr "" @@ -20636,7 +20969,7 @@ msgstr "" msgid "Identification transaction for invoice and Status update." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:460 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:465 msgid "There are intermediate statuses in the :abbr:`SII (Serviciqo de Impuestos Internos)` before acceptance or rejection. It's recommended to **NOT** continuously click :guilabel:`Verify in SII` for smooth processing." msgstr "" @@ -20644,35 +20977,35 @@ msgstr "" msgid "Electronic invoice data statuses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:468 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 msgid "The final response from the :abbr:`SII (Servicio de Impuestos Internos)` can take on one of these values:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:471 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 msgid ":guilabel:`Accepted`: indicates the invoice information is correct, our document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:473 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:478 msgid ":guilabel:`Accepted with objections`: indicates the invoice information is correct, but a minor issue was identified, nevertheless the document is now fiscally valid and it's automatically sent to the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:476 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 msgid ":guilabel:`Rejected`: indicates the invoice information is incorrect and must be corrected. Details are sent to emails you registered in the :abbr:`SII (Servicio de Impuestos Internos)`. If it is properly configured in Odoo, the details are also retrieved in the chatter once the email server is processed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:481 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 msgid "If the invoice is rejected please follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:483 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:488 msgid "Change the document to :guilabel:`Draft`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:484 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:489 msgid "Make the required corrections based on the message received from the :abbr:`SII (Servicio de Impuestos Internos)` in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:486 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:491 msgid "Post the invoice again." msgstr "" @@ -20680,11 +21013,11 @@ msgstr "" msgid "Message when an invoice is rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:493 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:498 msgid "Crossed references" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:495 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:500 msgid "When the invoice is created, as a result of another fiscal document, the information related to the originator document must be registered in the :guilabel:`Cross-Reference` tab. This tab is commonly used for credit or debit notes, however, in some cases it can be used for customer invoices, as well. In the case of the credit and debit notes, they are set automatically by Odoo." msgstr "" @@ -20692,13 +21025,13 @@ msgstr "" msgid "Crossed referenced document(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:507 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:512 #: ../../content/applications/finance/fiscal_localizations/india.rst:137 #: ../../content/applications/finance/fiscal_localizations/india.rst:318 msgid "Invoice PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:509 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:514 msgid "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de Impuestos Internos)` and the PDF is printed, it includes the fiscal elements that indicate that the document is fiscally valid." msgstr "" @@ -20706,31 +21039,31 @@ msgstr "" msgid "Fiscal elements and barcode printed in accepted invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:517 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:522 msgid "If you are hosted in Odoo SH or On-Premise, you should manually install the `pdf417gen `_ library. Use the following command to install it: :command:`pip install pdf417gen`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:522 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:527 msgid "Commercial validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:524 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:529 msgid "Once the invoice has been sent to the customer:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:526 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:531 msgid ":guilabel:`DTE Partner Status` changes to :guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:527 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:532 msgid "The customer must send a reception confirmation email." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:528 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:533 msgid "Subsequently, if commercial terms and invoice data are correct, an acceptance confirmation is sent; otherwise, a claim is sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:530 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:535 msgid "The field :guilabel:`DTE Acceptance Status` is updated automatically." msgstr "" @@ -20738,11 +21071,11 @@ msgstr "" msgid "Message with the commercial acceptance from the customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:537 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:542 msgid "Processed for claimed invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:539 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:544 msgid "Once the invoice has been accepted by the :abbr:`SII (Servicio de Impuestos Internos)`, **it can not be cancelled in Odoo**. In case you get a claim for your customer, the correct way to proceed is with a credit note to either cancel the invoice or correct it. Please refer to the :ref:`chile/credit-notes` section for more details." msgstr "" @@ -20750,13 +21083,13 @@ msgstr "" msgid "Invoice Commercial status updated to claimed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:549 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:433 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:554 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:444 #: ../../content/applications/finance/fiscal_localizations/peru.rst:858 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:551 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:556 msgid "There are multiple reasons behind a rejection from the :abbr:`SII (Servicio de Impuestos Internos)`, but these are some of the common errors you might have and how to solve them:" msgstr "" @@ -20816,27 +21149,27 @@ msgstr "" msgid "**Hint:** there are just five reasons why this error could show up and all of them are related to the *Caratula* section of the XML:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:583 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:588 msgid "The company's :abbr:`RUT (Rol Único Tributario)` number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:584 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:589 msgid "The certificate owner :abbr:`RUT (Rol Único Tributario)` number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:585 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:590 msgid "The :abbr:`SII's (Servicio de Impuestos Internos)` :abbr:`RUT (Rol Único Tributario)` number (this should be correct by default) is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:587 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:592 msgid "The resolution date is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:588 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:593 msgid "The resolution number is incorrect or missing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:595 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:600 msgid "When a cancellation or correction is needed over a validated invoice, a credit note must be generated. It is important to consider that a :abbr:`CAF (Folio Authorization Code)` file is required for the credit note, which is identified as :guilabel:`Document Type` :guilabel:`61` in the :abbr:`SII (Servicio de Impuestos Internos)`. Please refer to the :ref:`CAF section ` for more information on the process to load the :abbr:`CAF (Folio Authorization Code)` on each document type." msgstr "" @@ -20844,16 +21177,16 @@ msgstr "" msgid "Creation of CAF for Credit notes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:607 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:663 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 msgid "Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:610 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:615 msgid "Cancel referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:612 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:617 msgid "In case you need to cancel or invalidate an invoice, navigate to :menuselection:`Accounting --> Customers --> Invoices` and select the desired invoice. Then, use the button :guilabel:`Add Credit Note` and select :guilabel:`Full Refund`, in this case the :abbr:`SII (Servicio de Impuestos Internos)` reference code is automatically set to :guilabel:`Anula Documento de referencia`." msgstr "" @@ -20861,11 +21194,11 @@ msgstr "" msgid "Credit note cancelling the referenced document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:622 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:627 msgid "Correct referenced document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:624 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:629 msgid "If a correction in the invoice information is required, for example the street name on the original invoice is wrong, then use the button :guilabel:`Add Credit Note`, select :guilabel:`Partial Refund` and select the option :guilabel:`Only Text Correction`. In this case the :guilabel:`SII Reference Code` field is automatically set to :guilabel:`Corrects Referenced Document Text`." msgstr "" @@ -20873,7 +21206,7 @@ msgstr "" msgid "Credit note correcting referenced document text." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:633 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:638 msgid "Odoo creates a credit note with the corrected text in an invoice and :guilabel:`Price` `0.00`." msgstr "" @@ -20881,15 +21214,15 @@ msgstr "" msgid "Credit note with the corrected value on the invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:640 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:645 msgid "Make sure to define the :guilabel:`Default Credit Account` in the sales journal specifically for this use case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:644 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:649 msgid "Corrects referenced document amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:646 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:651 msgid "When a correction on the amounts is required, use the button :guilabel:`Add Credit note` and select :guilabel:`Partial Refund`. In this case the :guilabel:`SII Reference Code` is automatically set to :guilabel:`Corrige el monto del Documento de Referencia`." msgstr "" @@ -20897,20 +21230,20 @@ msgstr "" msgid "Credit note for partial refund to correct amounts, using the SII reference code 3." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:655 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:396 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:660 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:407 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:657 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:662 msgid "In Chilean localization, debit notes, in addition to credit notes, can be created using the :guilabel:`Add Debit Note` button, with two main use cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:666 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:671 msgid "Add debt on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:668 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:673 msgid "The primary use case for debit notes is to increase the value of an existing invoice. To do so, select option :guilabel:`3. Corrige el monto del Documento de Referencia` for the :guilabel:`Reference Code SII` field." msgstr "" @@ -20918,7 +21251,7 @@ msgstr "" msgid "Debit note correcting referenced document amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:676 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:681 msgid "In this case Odoo automatically includes the :guilabel:`Source Invoice` in the :guilabel:`Cross Reference` tab." msgstr "" @@ -20926,15 +21259,15 @@ msgstr "" msgid "Automatic reference to invoice in a debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:684 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 msgid "You can only add debit notes to an invoice already accepted by the SII." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:687 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:692 msgid "Cancel credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:689 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:694 msgid "In Chile, debits notes are used to cancel a valid credit note. To do this, click the :guilabel:`Add Debit Note` button and select the :guilabel:`1: Anula Documentos de referencia` option for the :guilabel:`Reference Code SII` field." msgstr "" @@ -20942,47 +21275,47 @@ msgstr "" msgid "Debit note to cancel the referenced document (credit note)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:700 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 msgid "As part of the Chilean localization, you can configure your incoming email server to match the one you have registered in the :abbr:`SII (Servicio de Impuestos Internos)` in order to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:703 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:708 msgid "Automatically receive the vendor bills :abbr:`DTE (Documentos Tributarios Electrónicos)` and create the vendor bill based on this information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:705 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:710 msgid "Automatically send the reception acknowledgement to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:706 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 msgid "Accept or claim the document and send this status to your vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:709 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:714 msgid "Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:711 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 msgid "As soon as the vendor email with the attached :abbr:`DTE (Documentos Tributarios Electrónicos)` is received:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:714 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:719 msgid "The vendor bill maps all the information included in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:715 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:720 msgid "An email is sent to the vendor with the reception acknowledgement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:716 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 msgid "The :guilabel:`DTE Status` is set as :guilabel:`Acuse de Recibido Enviado`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:719 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:724 msgid "Acceptation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:721 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:726 msgid "If all the commercial information is correct on your vendor bill, then you can accept the document using the :guilabel:`Aceptar Documento` button. Once this is done, the :guilabel:`DTE Acceptation Status` changes to :guilabel:`Accepted` and an email of acceptance is sent to the vendor." msgstr "" @@ -20990,11 +21323,11 @@ msgstr "" msgid "Button for accepting vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:730 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:735 msgid "Claim" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:732 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:737 msgid "In case there is a commercial issue or the information is not correct on your vendor bill, you can claim the document before validating it, using the :guilabel:`Claim` button. Once this is done, the :guilabel:`DTE Acceptation Status` changes to :guilabel:`Claim` and a rejection email is sent to the vendor." msgstr "" @@ -21003,122 +21336,122 @@ msgid "Claim button in vendor bills to inform the vendor all the document is com "rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:742 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:747 msgid "If you claim a vendor bill, the status changes from :guilabel:`Draft` to :guilabel:`Cancel` automatically. Considering this as best practice, all the claimed documents should be cancelled as they won't be valid for your accounting records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:747 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:752 msgid "Electronic purchase invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:749 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:754 msgid "The *electronic purchase invoice* is a feature included in the `l10n_cl_edi` module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:751 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:756 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), the electronic purchase invoices need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic purchase invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:757 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:762 msgid "Electronic purchase invoices are useful when vendors are not obligated to expedite an electronic vendor bill for your purchase. Still, your obligations require a document to be sent to the :abbr:`SII (Servicio de Impuestos Internos)` as proof of purchase." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:764 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:769 msgid "To generate an electronic purchase invoice from a vendor bill, the bill must be created in a purchase journal with the *Use Documents* feature enabled. It is possible to modify an existing purchase journal or create a new one in the following process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:768 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 msgid "To modify the existing purchase journal, or create a new purchase journal, navigate to :menuselection:`Accounting --> Configuration --> Journals`. Then, click the :guilabel:`New` button, and fill in the following required information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:772 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 msgid ":guilabel:`Type`: select :guilabel:`Purchase` from the drop-down menu for vendor bill journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:773 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:778 msgid ":guilabel:`Use Documents`: check this field so the journal can generate electronic documents (in this case the electronic purchase invoice)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:777 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:782 msgid "Generate an electronic purchase invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:779 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:784 msgid "To generate this type of document, it is necessary to create a vendor bill in Odoo. To do so, navigate to :menuselection:`Accounting --> Vendors --> Bills`, and click the :guilabel:`New` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:782 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 msgid "When all of the electronic purchase invoice information is filled, select the option :guilabel:`(46) Electronic Purchase Invoice` in the :guilabel:`Document Type` field:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:785 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:790 msgid "After the vendor bill is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:787 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:792 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is automatically created and added to the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:789 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:863 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:933 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:794 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:868 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:938 msgid "The :guilabel:`DTE SII Status` is set as :guilabel:`Pending to be sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:791 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 msgid "Odoo automatically updates the *DTE Status* every night using a scheduled action. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, click the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:796 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:801 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:735 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:798 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 msgid "To install the :guilabel:`Delivery Guide` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - E-Invoicing Delivery Guide`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:803 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:808 msgid ":guilabel:`Chile - E-Invoicing Delivery Guide` has a dependency with :guilabel:`Chile - Facturación Electrónica`. Odoo will install the dependency automatically when the :guilabel:`Delivery Guide` module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:807 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:812 msgid "The *Delivery Guide* module includes the ability to send the :abbr:`DTE (Documentos Tributarios Electrónicos)` to :abbr:`SII (Servicio de Impuestos Internos)` and the stamp in PDF reports for deliveries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:811 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:816 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), delivery guides need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAF (Folio Authorization Code)` for electronic Delivery Guides." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:817 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 msgid "Verify the following important information in the :guilabel:`Price for the Delivery Guide` configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:820 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:825 msgid ":guilabel:`From Sales Order`: delivery guide takes the product price from the sales order and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:822 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:827 msgid ":guilabel:`From Product Template`: Odoo takes the price configured in the product template and shows it on the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:824 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:829 msgid ":guilabel:`No show price`: no price is shown in the delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:826 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:831 msgid "Electronic delivery guides are used to move stock from one place to another and they can represent sales, sampling, consignment, internal transfers, and basically any product move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:830 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:835 msgid "Delivery guide from a sales process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:833 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:838 msgid "A delivery guide should **not** be longer than one page or contain more than 60 product lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:835 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:840 msgid "When a sales order is created and confirmed, a delivery order is generated. After validating the delivery order, the option to create a delivery guide is activated." msgstr "" @@ -21126,11 +21459,11 @@ msgstr "" msgid "Create Delivery Guide button on a sales process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:843 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:848 msgid "When clicking on :guilabel:`Create Delivery Guide` for the first time, a warning message pops up, stating the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:846 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:851 msgid "`No se encontró una secuencia para la guía de despacho. Por favor, establezca el primer número dentro del campo número para la guía de despacho`" msgstr "" @@ -21138,15 +21471,15 @@ msgstr "" msgid "First Delivery Guide number warning message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:853 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:858 msgid "This warning message means the user needs to indicate the next sequence number Odoo has to take to generate the delivery guide (e.g. next available :abbr:`CAF (Folio Authorization Code)` number), and only happens the first time a delivery guide is created in Odoo. After the first document has been correctly generated, Odoo takes the next available number in the :abbr:`CAF (Folio Authorization Code)` file to generate the following delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:859 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:864 msgid "After the delivery guide is created:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:861 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:866 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is automatically created and added to the :guilabel:`chatter`." msgstr "" @@ -21154,11 +21487,11 @@ msgstr "" msgid "Chatter notes of Delivery Guide creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:869 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:874 msgid "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled action that runs every night. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:873 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:878 msgid "Once the delivery guide is sent, it may then be printed by clicking on the :guilabel:`Print Delivery Guide` button." msgstr "" @@ -21166,27 +21499,27 @@ msgstr "" msgid "Printing Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:880 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:885 msgid "Delivery guide will have fiscal elements that indicate that the document is fiscally valid when printed (if hosted in *Odoo SH* or on *On-premise* remember to manually add the :guilabel:`pdf417gen` library mentioned in the :ref:`Invoice PDF report section `)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:886 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:891 msgid "Electronic receipt" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:888 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:893 msgid "To install the :guilabel:`Electronic Receipt` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Chile - Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:893 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:898 msgid ":guilabel:`Chile - Electronic Receipt` has a dependency with :guilabel:`Chile - Facturación Electrónica`. Odoo will install the dependency automatically when the :guilabel:`E-invoicing Delivery Guide` module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:897 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:902 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), electronic receipts need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:903 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:908 msgid "Electronic receipts are useful when clients do not need an electronic invoice. By default, there is a partner in the database called :guilabel:`Anonymous Final Consumer` with a generic :abbr:`RUT (Rol Único Tributario)` `66666666-6` and taxpayer type of :guilabel:`Final Consumer`. This partner can be used for electronic receipts or a new record may be created for the same purpose." msgstr "" @@ -21194,7 +21527,7 @@ msgstr "" msgid "Electronic Receipt module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:912 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:917 msgid "Although electronic receipts should be used for final consumers with a generic :abbr:`RUT (Rol Único Tributario)`, it can also be used for specific partners. After the partners and journals are created and configured, the electronic receipts are created in the standard way as electronic invoice, but the type of document :guilabel:`(39) Electronic Receipt` should be selected in the invoice form:" msgstr "" @@ -21202,15 +21535,15 @@ msgstr "" msgid "Document type 39 for Electronic Receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:924 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:929 msgid "When all of the electronic receipt information is filled, manually (or automatically) proceed to validate the receipt from the sales order. By default, :guilabel:`Electronic Invoice` is selected as the :guilabel:`Document Type`, however in order to validate the receipt correctly, make sure to edit the :guilabel:`Document Type` and change to :guilabel:`Electronic Receipt`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:929 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:934 msgid "After the receipt is posted:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:931 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:936 msgid "The :abbr:`DTE (Documentos Tributarios Electrónicos)` file (Electronic Tax Document) is created automatically and added to the :guilabel:`chatter`." msgstr "" @@ -21218,35 +21551,35 @@ msgstr "" msgid "Electronic Receipts STE creation status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:939 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:944 msgid "The :guilabel:`DTE Status` is automatically updated by Odoo with a scheduled action that runs every day at night. To get a response from the :abbr:`SII (Servicio de Impuestos Internos)` immediately, press the :guilabel:`Send now to SII` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:943 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:948 msgid "Please refer to the :ref:`DTE Workflow ` for electronic invoices as the workflow for electronic receipt follows the same process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:947 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:952 msgid "Electronic export of goods" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:949 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:954 msgid "To install the :guilabel:`Electronic Exports of Goods` module, go to :menuselection:`Apps` and search for `Chile (l10n_cl)`. Then click :guilabel:`Install` on the module :guilabel:`Electronic Exports of Goods for Chile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:954 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:959 msgid ":guilabel:`Chile - Electronic Exports of Goods for Chile` has a dependency with :guilabel:`Chile - Facturación Electrónica`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:957 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:962 msgid "Once all configurations have been made for :ref:`electronic invoices ` (e.g., uploading a valid company certificate, setting up master data, etc.), electronic exports of goods need their own :abbr:`CAFs (Folio Authorization Code)`. Please refer to the :ref:`CAF documentation ` to check the details on how to acquire the :abbr:`CAFs (Folio Authorization Code)` for electronic receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:963 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:968 msgid "Electronic invoices for the export of goods are tax documents that are used not only for the :abbr:`SII (Servicio de Impuestos Internos)` but are also used with customs and contain the information required by it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:968 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:973 msgid "Contact configurations" msgstr "" @@ -21254,11 +21587,11 @@ msgstr "" msgid "Taxpayer Type needed for the Electronic Exports of Goods module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:975 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:980 msgid "Chilean customs" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:977 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:982 msgid "When creating an electronic exports of goods invoice, these new fields in the :guilabel:`Other Info` tab are required to comply with Chilean regulations." msgstr "" @@ -21266,11 +21599,11 @@ msgstr "" msgid "Chilean customs fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:985 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:990 msgid "PDF report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:987 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:992 msgid "Once the invoice is accepted and validated by the :abbr:`SII (Servicio de Impuestos Internos)` and the PDF is printed, it includes the fiscal elements that indicate that the document is fiscally valid and a new section needed for customs." msgstr "" @@ -21278,12 +21611,12 @@ msgstr "" msgid "PDF report section for the Electronic Exports of Goods PDF Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:996 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1001 #: ../../content/applications/finance/fiscal_localizations/peru.rst:903 msgid "eCommerce electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:998 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1003 msgid "To install the :guilabel:`Chilean eCommerce` module, go to :menuselection:`Apps, search for the module by its technical name `l10n_cl_edi_website_sale`, and click the :guilabel:`Activate` button." msgstr "" @@ -21291,27 +21624,27 @@ msgstr "" msgid "l10n_cl eCommerce module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1005 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1010 msgid "This module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1007 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 msgid "Generate electronic documents from the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1013 msgid "Support for required fiscal fields in the *eCommerce* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1009 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1014 msgid "Effectively let the final client decide the electronic document to be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1012 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1017 msgid "Once all of the configurations are made for the Chilean :ref:`electronic invoice ` flow, the following configurations are required for the eCommerce flow to be integrated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1021 msgid "To configure your website to generate electronic documents during the sale process, go to :menuselection:`Website --> Configuration --> Settings --> Invoicing` and activate the :guilabel:`Automatic Invoice` feature. Activating this feature allows electronic documents to be automatically generated when an online payment is confirmed." msgstr "" @@ -21319,15 +21652,15 @@ msgstr "" msgid "Invoice Policy and Automatic Invoice configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1025 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1030 msgid "Since an online payment needs to be confirmed for the *automatic invoice* feature to generate the document, a payment provider must be configured for the related website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1034 msgid "Review the :doc:`../payment_providers` documentation for information on which payment providers are supported in Odoo, and how to configure them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1032 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1037 msgid "It is also recommended to configure your products so they are able to be invoiced when an online payment is confirmed. To do so, go to :menuselection:`Website --> eCommerce --> Products` and select the product template of the desired product. Then, set the :guilabel:`Invoicing Policy` to :guilabel:`Ordered quantities`." msgstr "" @@ -21335,13 +21668,13 @@ msgstr "" msgid "Invoice Policy configuration in Products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1042 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1128 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:681 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1047 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1133 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:863 msgid "Invoicing flows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1049 msgid "Clients from Chile will be able to select if they need an **invoice** or a **ballot** for their purchase with an extra step added during the checkout process." msgstr "" @@ -21349,7 +21682,7 @@ msgstr "" msgid "Option for EDI Documents for clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1056 msgid "If the customer selects the :guilabel:`Electronic Invoice` option, fiscal fields are required to be filled out, including the :guilabel:`Activity Description`, the :guilabel:`Identification Number` and their :guilabel:`DTE Email`." msgstr "" @@ -21357,23 +21690,23 @@ msgstr "" msgid "Fiscal fields required for an Invoice to be requested." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1059 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1064 msgid "If the client selects the :guilabel:`Electronic Receipts` option, they will be directed to the next step, and the electronic document will be generated for the *Consumidor Final Anónimo* contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1062 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1067 msgid "Clients from countries other than Chile, will have their electronic receipts automatically generated for them by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1066 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 msgid "If a purchase through eCommerce requires an export, the customer will need to contact your company to generate an electronic export invoice (*document type 110*), which can be done from the *Accounting* app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1071 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1076 msgid "Point of Sale electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1073 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1078 msgid "To install the :guilabel:`Chilean Module for Point of Sale`, go to the :menuselection:`Apps` application on the main Odoo dashboard, search for the module by its technical name `l10n_cl_edi_pos`, and click the :guilabel:`Activate` button." msgstr "" @@ -21381,47 +21714,47 @@ msgstr "" msgid "l10n_cl POS EDI module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1081 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1086 msgid "This module enables the following features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1083 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1088 msgid "Generate electronic documents from the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1084 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1089 msgid "Support the required fiscal fields for contacts created in the *Point of Sale* application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1085 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1090 msgid "Effectively lets the final client decide the type of electronic document to be generated for their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1087 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1092 msgid "Print QR or 5-digit codes in tickets to access to electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1089 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1094 msgid "To configure contacts with the required fiscal information, review the :ref:`partner information ` section, or directly modify a contact. Navigate to :menuselection:`Point of Sale --> Session --> Customers --> Details`, and edit any of the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1096 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1101 msgid ":guilabel:`Identification Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1097 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1102 msgid ":guilabel:`Tax Payer Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1098 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1103 msgid ":guilabel:`Type Giro`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1099 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1104 msgid ":guilabel:`DTE Email`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1100 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1105 msgid ":guilabel:`RUT`" msgstr "" @@ -21429,7 +21762,7 @@ msgstr "" msgid "Contact with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1106 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1111 msgid "To configure the products, navigate to :menuselection:`Point of Sale --> Products --> Products` and select a product record. In the :guilabel:`Sales` tab of the product form, it is necessary to mark the product as :guilabel:`Available for POS`, this makes the product available for sale in the *Point of Sale* app." msgstr "" @@ -21437,15 +21770,15 @@ msgstr "" msgid "Product with fiscal information created from POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1115 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1120 msgid "Optionally, the following features are available for configuration in the :menuselection:`Point of Sale --> Configuration --> Settings --> Bills & Receipts section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1118 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1123 msgid ":guilabel:`Use QR code on ticket`: this feature enables a QR code to be printed on the user's receipt so they can easily request an invoice after their purchase" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1120 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1125 msgid ":guilabel:`Generate a code on ticket`: this feature enables a 5-digit code to be generated on the receipt, allowing the user to request an invoice through the customer portal" msgstr "" @@ -21453,15 +21786,15 @@ msgstr "" msgid "Configuration to generate QR or 5 digit codes on tickets." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1130 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1135 msgid "The following sections cover the invoicing flows for the *Point of Sale* application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1133 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1138 msgid "Electronic receipts: anonymous end user" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1135 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1140 msgid "When making a purchase as an anonymous user that does not request an electronic invoice, Odoo automatically selects :guilabel:`Consumidor Final Anónimo` as the contact for the order and generates the electronic receipt." msgstr "" @@ -21469,15 +21802,15 @@ msgstr "" msgid "Automatic contact selection of an anonymous end consumer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1144 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 msgid "If the client requests a credit note due to a return of their purchase, the credit note should be made using the *Accounting* app. See the :doc:`credit notes and refunds <../accounting/customer_invoices/credit_notes>` documentation for detailed instructions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1149 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1154 msgid "Electronic receipts: specific customer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1151 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1156 msgid "When specific user makes a purchase that does not request an electronic invoice, Odoo automatically selects the contact for the order as the :guilabel:`Consumidor Final Anónimo`, and allows you to select or create the required customer contact with their fiscal information for the receipt." msgstr "" @@ -21485,16 +21818,16 @@ msgstr "" msgid "Selection of contact for the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1160 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1165 msgid "If the client requests a credit note because of a return of this type of purchase, the credit note and return process can be managed directly from the :abbr:`POS (Point of Sale)` session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1164 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1169 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:298 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1166 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1171 msgid "When clients request an electronic invoice, it is possible to select or create the required contact with their fiscal information. When the payment is being made, select the option :guilabel:`Invoice` to generate the document." msgstr "" @@ -21502,15 +21835,15 @@ msgstr "" msgid "Selection of invoice option at payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1175 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1180 msgid "For both the electronic receipts and invoices, if the product is not affected by taxes, Odoo detects this and generates the correct type of document for tax-exempt sales." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1179 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1184 msgid "Returns" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1181 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1186 msgid "For electronic receipts (not generated for the *Consumidor Final Anónimo*) and electronic invoices, it is possible to manage the process to return products sold in a :abbr:`POS (Point of Sale)` order by selecting the :guilabel:`Refund` button." msgstr "" @@ -21518,7 +21851,7 @@ msgstr "" msgid "Refund option in the POS application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1189 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1194 msgid "Orders can be searched by the order status or by contact, and be selected for the refund to be based on the client's original order." msgstr "" @@ -21526,23 +21859,23 @@ msgstr "" msgid "Selection of order for the refund process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1196 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1201 msgid "When the return payment is validated, Odoo generates the necessary credit note, referencing the original receipt or invoice, partially or fully cancelling the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1200 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1205 msgid "`Smart tutorial - Electronic invoicing for point of sale `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1207 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1212 msgid "Balance tributario de 8 columnas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1209 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1214 msgid "This report presents the accounts in detail (with their respective balances), classifying them according to their origin and determining the level of profit or loss that the business had within the evaluated period of time." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1213 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1218 msgid "You can find this report in :menuselection:`Accounting --> Reporting --> Balance Sheet` and selecting in the :guilabel:`Report` field the option :guilabel:`Chilean Fiscal Balance (8 Columns) (CL)`." msgstr "" @@ -21554,23 +21887,23 @@ msgstr "" msgid "Chilean Fiscal Balance (8 Columns)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1226 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1231 msgid "Propuesta F29" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1228 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1233 msgid "The form *F29* is a new system that the :abbr:`SII (Servicio de Impuestos Internos)` enabled to taxpayers, and that replaces the *Purchase and Sales Books*. This report is integrated by Purchase Register (CR) and the Sales Register (RV). Its purpose is to support the transactions related to VAT, improving its control and declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1234 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1239 msgid "The *Propuesta F29 (CL)* report in Odoo covers the basic legal requirements as a first proposal for your final tax declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1237 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1242 msgid "This record is supplied by the electronic tax documents (DTE's) that have been received by the :abbr:`SII (Servicio de Impuestos Internos)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1240 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1245 msgid "You can find this report in :menuselection:`Accounting --> Reporting --> Tax Reports` and selecting the :guilabel:`Report` option :guilabel:`Propuesta F29 (CL)`." msgstr "" @@ -21578,7 +21911,7 @@ msgstr "" msgid "Location of the Propuesta F29 (CL) Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1247 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1252 msgid "It is possible to set the :abbr:`PPM (Provisional Monthly Payments rate)` and the :guilabel:`Proportional Factor for the fiscal year` from the :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" @@ -21586,7 +21919,7 @@ msgstr "" msgid "Default PPM and Proportional Factor for the Propuesta F29 Report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1255 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1260 msgid "Or manually in the reports by clicking on the :guilabel:`✏️ (pencil)` icon." msgstr "" @@ -21795,55 +22128,77 @@ msgid "Colombian electronic invoicing credentials configured." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:149 -msgid "Configure the |DIAN| environment; the |DIAN| electronic invoicing module offers three different |DIAN| environments to connect with:" +msgid "Configure the |DIAN| environment; the |DIAN| electronic invoicing module offers four different |DIAN| environments to connect with:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +msgid "**DIAN demo mode**: This environment allows to test electronic invoicing workflows using a demo digital certificate. Files are created and accepted automatically and are not sent to any |DIAN| environment. Every internal validation can be tested. To activate it, tick the :guilabel:`DIAN Demo Mode` checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 +msgid "The :guilabel:`DIAN Demo Mode` checkbox is hidden from view when the :guilabel:`Test environment` checkbox is enabled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:161 msgid "**Certification environment**: This environment is useful to pass the |DIAN| certification process and obtain the *Enabled* status to invoice from Odoo. To activate it, enable both the :guilabel:`Test environment` and the :guilabel:`Activate the certification process` checkboxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:156 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 msgid "**Testing environment**: This environment allows reproducing electronic invoicing flows and validations in the |DIAN| testing portal. To activate it, enable only the :guilabel:`Test Environment` checkbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 -msgid "**Production environment**: Activate production databases to generate valid electronic documents. To activate it, disable both the :guilabel:`Test environment` and the :guilabel:`Activate the certification process` checkboxes." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 +msgid "**Production environment**: This environment allows generating valid electronic documents. To activate it, disable both the :guilabel:`Test environment` and the :guilabel:`Activate the certification process` checkboxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:172 +msgid "Do not activate :guilabel:`DIAN Demo Mode` on a production database. This mode is intended for use in test environments only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:176 msgid "In a multi-company database, each company can have its own certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:168 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:179 msgid "For electronic invoicing configurations using the Carvajal solution, review the following video: `Configuración de Facturación Electrónica - Localización de Colombia `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:210 msgid "Master data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/france.rst:406 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:164 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:177 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:225 +msgid "Contacts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 msgid "Configure the following fields on the :doc:`contact form <../../essentials/contacts>`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:184 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:195 msgid ":guilabel:`Identification Number` (VAT): Select the identification number type and enter the identification number. If the identification number type is :guilabel:`NIT`, the identification number must include the verification digit at the end, prefixed by a hyphen (`-`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:187 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:198 msgid ":ref:`Fiscal Information fields ` in the :guilabel:`Sales & Purchase` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:195 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:206 msgid "Access the product's form via :menuselection:`Accounting --> Customers --> Products` and ensure that either the :guilabel:`UNSPSC Category` field (found in the :guilabel:`Accounting tab`) or the :guilabel:`Internal Reference` field (in the :guilabel:`General Information` tab) is configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:215 msgid "To create or modify taxes, go to :menuselection:`Accounting --> Configuration --> Taxes`, and select the related tax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:207 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:218 msgid "If sales transactions include products with taxes, configure the :guilabel:`Value Type` field in the :guilabel:`Advanced Options` tab. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) are also included. This configuration is used to display taxes correctly on the invoice." msgstr "" @@ -21851,49 +22206,49 @@ msgstr "" msgid "Specific tax configurations per DIAN regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:85 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:275 msgid "Sales journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:231 msgid "Once the |DIAN| has assigned the official sequence and prefix for the electronic invoice resolution, the sales journals related to the invoices **must** be updated in Odoo. To do so, navigate to :menuselection:`Accounting --> Configuration --> Journals` and select an existing sales journal or create a new one with the :guilabel:`Create` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:236 msgid "On the sales journal form, enter the :guilabel:`Journal Name` and :guilabel:`Type`, then set a unique :guilabel:`Short Code` in the :guilabel:`Journals Entries` tab. Then, configure the following data in the :guilabel:`Advanced Settings` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 msgid ":guilabel:`Electronic invoicing`: enable UBL 2.1 (Colombia)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:230 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:241 msgid ":guilabel:`Invoicing Resolution`: resolution number issued by |DIAN| to the company via their test set." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:243 msgid ":guilabel:`Resolution Date`: initial effective date of the resolution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:233 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:244 msgid ":guilabel:`Resolution End Date`: end date of the resolution's validity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:245 msgid ":guilabel:`Range of Numbering (minimum)`: first authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:235 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 msgid ":guilabel:`Range of Numbering (maximum)`: last authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:236 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 msgid ":guilabel:`Technical Key`: control key received from the |DIAN| portal test set or from their web service in case of the production environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:239 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 msgid "When the database is configured for the :ref:`production environment `, instead of configuring these fields manually, click the :guilabel:`Reload DIAN configuration` button to obtain the |DIAN| resolution information from the |DIAN| web service." msgstr "" @@ -21901,131 +22256,131 @@ msgstr "" msgid "Reload DIAN configuration button in sale journals." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:259 msgid "The short code and resolution of the journal **must** match the ones received in the |DIAN| portal test set or from the MUISCA portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:261 msgid "The :ref:`invoice sequence and prefix ` **must** be correctly configured when the first invoice is created. Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:268 msgid "Purchase journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:259 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 msgid "Once the |DIAN| has assigned the official sequence and prefix for the *support document* related to vendor bills, the purchase journals related to their supporting documents need to be updated in Odoo. The process is similar to the configuration of the :ref:`sales journals `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:276 msgid "For more information on support document journals using the Carvajal solution, review the `Documento Soporte - Localización de Colombia video `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:285 msgid "The :doc:`chart of accounts ` is installed by default as part of the localization module. The accounts are mapped automatically in taxes, default account payable, and default account receivable. The chart of accounts for Colombia is based on the PUC (Plan Unico de Cuentas)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 msgid "Main workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:289 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:300 msgid "The following is a breakdown of the main workflow for electronic invoices with the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:292 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:303 msgid "The user creates an invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:304 msgid "Odoo generates the legal XML file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:294 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:305 msgid "Odoo generates the CUFE (Invoice Electronic Code) with the electronic signature." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 msgid "Odoo sends a notification to DIAN." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:307 msgid "|DIAN| validates the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 msgid "|DIAN| accepts or rejects the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:298 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:309 msgid "Odoo generates the PDF invoice with a QR code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 msgid "Odoo compresses the attached document (containing the sent XML file and the DIAN validation response) and the fiscal valid PDF into a :file:`.zip` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 msgid "The user sends the invoice (:file:`.zip` file) via Odoo to the acquirer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:309 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:320 msgid "The functional workflow taking place before an invoice validation does **not** alter the main changes introduced with the electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:323 msgid "Electronic invoices are generated and sent to both the |DIAN| and the customer. These documents can be created from the sales order or manually generated. To create a new invoice, go to :menuselection:`Accounting --> Costumers --> Invoices`, and select :guilabel:`Create`. On the invoice form, configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:328 msgid ":guilabel:`Customer`: customer's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:318 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid ":guilabel:`Journal`: journal used for electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:319 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:330 msgid ":guilabel:`Electronic Invoice Type`: Select the type of document. By default, :guilabel:`Factura de Venta` is selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:332 msgid ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:335 msgid "When creating the first invoice related to an electronic invoicing journal, it is required to manually change the *sequence* of the invoice to the |DIAN| format: `Prefix + Sequence`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:327 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:338 msgid "For example, format the sequence from `SETP/2024/00001` to `SETP1`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 msgid "When done, click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:345 msgid "Electronic invoice sending" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:347 msgid "After the :ref:`invoice confirmation `, click :guilabel:`Print & Send`. In the wizard that appears, make sure to enable the :guilabel:`DIAN` and :guilabel:`Email` checkboxes to send an XML to the |DIAN| web service and the validated invoice to the client fiscal email and click :guilabel:`Print & Send`. Then:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid "The XML document is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid "The CUFE is generated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:343 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 msgid "The XML is processed synchronously by the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:355 msgid "If accepted, the file is displayed in the chatter and the email to the client with the corresponding :file:`.zip` file." msgstr "" @@ -22033,31 +22388,31 @@ msgstr "" msgid "EDI documents available in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid "The :guilabel:`DIAN` tab then displays the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 msgid ":guilabel:`Signed Date`: timestamp recorded of the XML creation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:364 msgid ":guilabel:`Status`: Status result obtained in the |DIAN| response. If the invoice was rejected, the error messages can be seen here." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:355 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:366 msgid ":guilabel:`Testing Environment`: To know if the document sent was delivered to the |DIAN| testing environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:357 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid ":guilabel:`Certification Process`: To know if the document was sent as part of the certification process with the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 msgid ":guilabel:`Download`: To download the sent XML file, even if the |DIAN| result was rejected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:372 msgid ":guilabel:`Fetch Attached Document`: To download the generated attached document file included in the delivered :file:`.zip` file to the client." msgstr "" @@ -22065,109 +22420,109 @@ msgstr "" msgid "EDI document record available in DIAN tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:372 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:383 msgid "The process for credit notes is the same as for invoices. To create a credit note with reference to an invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, and complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:387 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:379 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:390 msgid ":guilabel:`Full Refund`: Use this option if the credit note is for the full amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:391 msgid ":guilabel:`Full refund and new draft invoice`: Use this option if the credit note is auto-validated and reconciled with the invoice. The original invoice is duplicated as a new draft." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:385 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:396 msgid ":guilabel:`Reversal Date`: Select if you want a specific date for the credit note or if it is the journal entry date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:387 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:398 msgid ":guilabel:`Use Specific Journal`: Select the journal for your credit note or leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:400 msgid ":guilabel:`Refund Date`: If you chose a specific date, select the date for the refund." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:391 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:402 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:398 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "The process for debit notes is similar to credit notes. To create a debit note with reference to an invoice, go to :menuselection:`Accounting --> Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit Note` button, and enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:402 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:413 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:336 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:414 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:404 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:415 msgid ":guilabel:`Copy lines`: Select this option if you need to register a debit note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:406 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:417 msgid ":guilabel:`Use Specific Journal`: Select the printer point for your debit note, or leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:420 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:414 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:425 msgid "Support document for vendor bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:416 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:427 msgid "With master data, credentials, and the purchase journal configured for support documents related to vendor bills, you can start using *support documents*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:419 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:430 msgid "Support documents for vendor bills can be created from your purchase order or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and fill in the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:422 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:518 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:433 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:590 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:424 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:435 msgid ":guilabel:`Journal`: Select the journal for support documents related to the vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:425 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:436 msgid ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:427 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:438 msgid "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an XML file is created and automatically sent to Carvajal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:435 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:446 msgid "During the XML validation, the most common errors are related to missing :ref:`master data `. In such cases, a validation error message is displayed and sending is blocked." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:439 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:450 msgid "If the invoice was sent and set as *Rejected* by the |DIAN|, the error messages are visible by clicking the :icon:`fa-info-circle` :guilabel:`(info circle)` icon next to the :guilabel:`Status` field in the :guilabel:`DIAN` tab. Using the reported error codes, it is possible to review solutions to apply before re-sending." msgstr "" @@ -22175,21 +22530,21 @@ msgstr "" msgid "Example of error messages on rejected invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:447 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:458 msgid "After the master data or other issues are corrected, it is possible to reprocess the XML again. Do so by following the :ref:`electronic invoice sending ` flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:459 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:470 msgid "Certificado de Retención en ICA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:461 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:472 msgid "This report is a certification to vendors for withholdings made for the Colombian Industry and Commerce (ICA) tax. The report can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de Retención en ICA`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:465 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:480 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:495 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:476 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:491 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:506 msgid "Click the :icon:`fa-cog` :guilabel:`(gear)` icon to display options to :guilabel:`Download Excel` and :guilabel:`Copy to Documents`." msgstr "" @@ -22197,11 +22552,11 @@ msgstr "" msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:474 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:485 msgid "Certificado de Retención en IVA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:476 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:487 msgid "This report issues a certificate on the amount withheld from vendors for VAT withholding. The report can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de Retención en IVA`." msgstr "" @@ -22209,11 +22564,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:489 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:500 msgid "Certificado de Retención en la Fuente" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:491 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:502 msgid "This certificate is issued to partners for the withholding tax that they have made. The report can be found under :menuselection:`Accounting --> Reporting --> Colombian Statements --> Certificado de Retención en Fuente`." msgstr "" @@ -22354,7 +22709,7 @@ msgid "Ecuador" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:5 -msgid "With the Ecuadorian localization, it is possible to generate electronic documents using XML, fiscal folio, electronic signature, and direct connection to tax authority SRI." +msgid "With the Ecuadorian localization, electronic documents can be generated using XML, fiscal folio, electronic signature, and direct connection to tax authority SRI." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:8 @@ -22377,420 +22732,182 @@ msgstr "" msgid ":doc:`Documentation on e-invoicing's legality and compliance in Ecuador <../accounting/customer_invoices/electronic_invoicing/ecuador>`" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:22 +msgid "**SRI**: *Servicio de Rentas Internas*, the government organization that enforces the payment of taxes in Ecuador." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:24 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:33 -msgid "Glossary" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:26 -msgid "Here are some terms that are essential to the Ecuadorian localization:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:28 -msgid "**SRI**: Stands for *Servicio de Rentas Internas*, which is the government organization that enforces the payment of taxes in Ecuador." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:30 msgid "**SRI certificate**: Document or digital credential issued by the *SRI* that is crucial for compliance with Ecuadorian tax laws." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:32 -msgid "**EDI**: Stands for *Electronic Data Interchange*, which refers to the electronic transmission of documents." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:26 +msgid "**EDI**: *Electronic Data Interchange*, which refers to the electronic transmission of documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 -msgid "**RIMPE**: Stands for *Regimen Simplificado para Emprendedores y Negocios*, which is the type of taxpayer qualified for SRI." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:28 +msgid "**RIMPE**: *Regimen Simplificado para Emprendedores y Negocios*, the type of taxpayer qualified for SRI." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:45 -msgid ":ref:`Install ` the following modules to get all the features of the Ecuadorian localization:" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:36 +msgid ":doc:`Install ` the following modules to get all the features of the Ecuadorian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:55 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:46 msgid ":guilabel:`Ecuadorian - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:56 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:47 msgid "`l10n_ec`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:57 -msgid "The default :doc:`fiscal localization package <../fiscal_localizations>`, adds accounting characteristics for the Ecuadorian localization, which represent the minimum configuration required for a company to operate in Ecuador according to the guidelines set by the :abbr:`SRI (servicio de rentas internas)`. The module's installation automatically loads: Chart of Accounts, taxes, documents types, tax support types. Additionally, the generation of forms 103 and 104 are automatic." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:48 +msgid "The default :doc:`fiscal localization package <../fiscal_localizations>` adds accounting characteristics for the Ecuadorian localization, which represent the minimum configuration required for a company to operate in Ecuador according to the guidelines set by the :abbr:`SRI (servicio de rentas internas)`. The module's installation automatically loads: a chart of accounts, taxes, document types, and tax support types. Additionally, the generation of forms 103 and 104 is automatic." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:63 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:54 msgid ":guilabel:`Ecuadorian Accounting EDI`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:64 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:55 msgid "`l10n_ec_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:65 -msgid "Includes all the technical and functional requirements to generate and validate :doc:`Electronics Documents <../accounting/customer_invoices/electronic_invoicing>`, based on the technical documentation published by the SRI. The authorized documents are: Invoices, Credit Notes, Debit Notes, Withholdings and Purchase liquidations." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:56 +msgid "Includes all the technical and functional requirements to generate and validate :doc:`Electronics Documents <../accounting/customer_invoices/electronic_invoicing>` based on the technical documentation published by the SRI. The authorized documents are: Invoices, Credit Notes, Debit Notes, Withholdings, and Purchase liquidations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:69 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:60 msgid ":guilabel:`Ecuadorian Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:70 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:61 msgid "`l10n_ec_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:71 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:62 msgid "Includes all the technical and functional requirements to generate forms 103 and 104." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:72 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:63 msgid ":guilabel:`Ecuador - ATS Report`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:73 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:64 msgid "`l10n_ec_reports_ats`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:74 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:65 msgid "Includes all the technical and functional requirements to generate the ATS report XML file ready to be uploaded to the *DIMM Formularios*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:76 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:67 msgid ":guilabel:`Ecuadorian Website`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:77 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:68 msgid "`l10n_ec_website_sale`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:78 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:69 msgid "Includes all the technical and functional requirements to generate automatic electronic invoices from a Website sale." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:80 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:71 msgid ":guilabel:`Ecuadorian Point of Sale`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:72 msgid "`l10n_ec_edi_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:82 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:73 msgid "Includes all the technical and functional requirements to generate automatic electronic invoices from a POS sale." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:75 +msgid ":guilabel:`Ecuadorian Delivery Guide`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:76 +msgid "`l10n_ec_edi_stock`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:77 +msgid "Includes all the technical and functional requirements to generate :ref:`electronic delivery guides `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:81 +msgid "In some cases, such as when upgrading to a version with additional modules, those modules may not be installed automatically. Any missing modules can be manually :doc:`installed `." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:86 -msgid "In some cases, such as when upgrading to a version with additional modules, it is possible that those modules may not be installed automatically. Any missing modules can be manually installed." +msgid ":doc:`/applications/hr/payroll/payroll_localizations` are documented separately." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:92 -msgid "Configure a company or individual contact" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:95 -msgid ":doc:`Configure a company or individual contact <../../essentials/contacts>`" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:93 +msgid "The Ecuadorian localization package ensures compliance with Ecuadorian fiscal and accounting regulations. It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of accounts tailored to Ecuador's standards." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:97 -msgid "The following fields should be completed for localization purposes on the contact form:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:99 -msgid ":guilabel:`Name`: Enter the company or individual's name." +msgid "The Ecuadorian localization package provides the following key features to ensure compliance with local fiscal and accounting regulations:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:100 -msgid ":guilabel:`Address`: The :guilabel:`Street` sub-field is required to confirm electronic invoices." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:101 -msgid ":guilabel:`Identification Number`: For a company, enter the :guilabel:`Ruc`. For individuals, enter the :guilabel:`Cedula` or :guilabel:`Passport` number." +msgid ":doc:`../accounting/get_started/chart_of_accounts`: a predefined structure aligned with the latest standards of Ecuador’s *Superintendency of Companies*, organized into multiple categories and fully compatible with NIIF accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:103 -msgid ":guilabel:`SRI Taxpayer Type`: Select the contact's SRI taxpayer type." +msgid ":ref:`Products `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:104 -msgid ":guilabel:`Phone`: Enter the company or individual's phone number." +msgid ":ref:`Taxes `: pre-configured tax rates, including standard VAT, zero-rated, and exempt options" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:105 -msgid ":guilabel:`Email`: Enter the company or individual's email. This email is used to send electronic documents, such as invoices." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:106 +#: ../../content/applications/finance/fiscal_localizations/france.rst:59 +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:51 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:42 +msgid ":doc:`../accounting/taxes/fiscal_positions`: automated tax adjustments based on customer or supplier registration status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:109 -msgid "The :guilabel:`SRI Taxpayer Type` indicated on the contact form determines which :ref:`VAT and profit withholding ` taxes apply when using this contact on a vendor bill." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:108 +msgid ":ref:`Document types `: classification of transactions like *customer invoices* and *vendor bills* using government-defined document types set by the SRI (Ecuador’s tax authority)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:111 +msgid ":ref:`Company and contacts `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:112 +msgid ":ref:`Electronic documents `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:113 +msgid ":ref:`VAT withholding `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:114 +msgid ":ref:`Printer points `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:115 +msgid ":ref:`Withholding `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:116 -msgid "To upload information for electronic documents, go to :menuselection:`Accounting --> Configuration --> Settings`, and scroll to the :guilabel:`Ecuadorian Localization` section." +msgid ":ref:`Reporting `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:119 -msgid "Configure the following information, starting with the :guilabel:`Electronic Invoicing` section:" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:123 +msgid "If products have any :doc:`withholding taxes <../accounting/taxes/retention>`, they must be configured on the product form. To do so, go to :menuselection:`Accounting --> Vendors --> Products`. On the :guilabel:`General Information` tab, specify both :guilabel:`Purchase Taxes` and :guilabel:`Profit Withhold`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:121 -msgid ":guilabel:`Company legal name`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:122 -msgid ":guilabel:`Regime`: Select whether the company is in the :guilabel:`Regular Regime (without additional messages in the RIDE)` or is qualified as in the :guilabel:`RIMPE Regime`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:124 -msgid ":guilabel:`Special Taxpayer Number`: If the company is qualified as a special taxpayer, complete this field with the company's corresponding tax contributor number." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:126 -msgid ":guilabel:`Forced to Keep Accounting Books`: Enable this option if needed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:128 -msgid ":guilabel:`Withholding` section:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:130 -msgid ":guilabel:`Consumables`: Enter the code of the default withholding tax used when purchasing goods." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:131 -msgid ":guilabel:`Services`: Enter the code of the default withholding tax used when purchasing services." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:132 -msgid ":guilabel:`Credit Card`: Enter the code of the default withholding tax used when purchasing with credit cards." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:134 -msgid ":guilabel:`Withhold Agent Number`: Enter the company's withholding agent resolution number, if applicable." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:137 -msgid ":guilabel:`SRI Connection` section:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:139 -msgid ":guilabel:`Certificate file for SRI`: Select the company's :ref:`SRI certificate `. Click :icon:`oi-arrow-right` :guilabel:`SRI Certificates` to upload one, if necessary." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:142 -msgid ":guilabel:`Use production servers`: Enable this option if electronic documents are used in the production environment; leave it disabled if the testing environment is used instead." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:145 -msgid ":guilabel:`Withholding accounts` section:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:147 -msgid ":guilabel:`Sales Tax Base Account`: Enter the company's sales tax base account." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:148 -msgid ":guilabel:`Purchase Tax Base Account`: Enter the company's sales tax purchase account." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:151 -msgid "When using the testing environment, EDI data is sent to test servers." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:154 -msgid "The values entered in the :guilabel:`Consumables` and :guilabel:`Services` withholding fields are used as default values for domestic **only when** no withholdings are set up on the *SRI Taxpayer Type*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:157 -msgid "The entered :guilabel:`Credit Card` withholding value is always applied when a credit or debit card SRI payment method is used." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:163 -msgid "VAT withholding" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:166 -msgid "This configuration applies only if the SRI recognizes the company as a withholding agent. If not, skip this step." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:169 -msgid "To configure a VAT withholding, go to :menuselection:`Accounting --> Configuration --> Taxpayer Type SRI`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:172 -msgid "Configure the :guilabel:`Name` of the taxpayer type, the :guilabel:`Goods VAT Withholding`, and the :guilabel:`Services VAT Withholding`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:176 -msgid "If the :guilabel:`Taxpayer Type` is :guilabel:`Rimpe`, configure the :guilabel:`Profit Withhold` percentage." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:180 -msgid "Printer points" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:182 -msgid "*Printer points* need to be configured for each type of electronic document used, such as customer invoices, credit notes, and debit notes." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:185 -msgid "To configure printer points, navigate to :menuselection:`Accounting --> Configuration --> Journals`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:188 -msgid "For each electronic document, click :guilabel:`New`, and enter the following information on the journal form:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:191 -msgid ":guilabel:`Journal Name`: Enter in this format: `[Emission Entity]-[Emission Point] [Document Type]`, e.g., `001-001 Sales Documents`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:193 -msgid ":guilabel:`Type`: Refers to the journal type; select :guilabel:`Sales`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:195 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:262 -msgid "Once the :guilabel:`Type` is selected, complete the following fields:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:197 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:265 -msgid ":guilabel:`Use Documents?`: Enable this option if legal invoicing (invoices, debit/credit notes) is used, as this is the standard configuration. If not, select the option to record accounting entries unrelated to legal invoicing documents, such as receipts, tax payments, or journal entries." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:201 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:238 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:269 -msgid ":guilabel:`Emission Entity`: Enter the facility number." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:202 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:239 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:270 -msgid ":guilabel:`Emission Point`: Enter the printer point." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:203 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:240 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:271 -msgid ":guilabel:`Emission address`: Enter the address of the facility." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:205 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:242 -msgid "In the :guilabel:`Journal Entries` tab, under the :guilabel:`Accounting information` section, fill in the following fields:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:208 -msgid ":guilabel:`Default Income Account`: Enter the default income account." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:209 -msgid ":guilabel:`Dedicated Credit Note Sequence`: Enable this option if *credit notes* should be generated from this printer point (i.e., the journal)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:211 -msgid ":guilabel:`Dedicated Debit Note Sequence`: Enable this option if *debit notes* should be generated from this printer point (i.e., the journal)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:213 -msgid ":guilabel:`Short Code`: Enter a unique 5-digit code for the accounting entry sequence (e.g., VT001)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:216 -msgid "Customer invoices, credit notes, and debit notes need to use the same journal as the :guilabel:`Emission Point`, whereas the :guilabel:`Entity Point` should be unique per journal." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:219 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:249 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:275 -msgid "Finally, in the :guilabel:`Advanced Settings` tab, check the :guilabel:`Electronic invoicing` checkbox to enable sending XML/EDI invoices." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:226 -msgid "Withholding" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:228 -msgid "To define a *withholding journal*, go to :menuselection:`Accounting --> Configuration --> Journals`. For each withholding journal, click :guilabel:`New`, and enter the following information:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:231 -msgid ":guilabel:`Journal Name`: Enter this format: `[Emission Entity]-[Emission Point] [Document Type]`, e.g.,`001-001 Withholding`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:233 -msgid ":guilabel:`Type`: Refers to the journal type. Select :guilabel:`Miscellaneous`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:234 -msgid ":guilabel:`Withhold Type`: Select :guilabel:`Purchase Withhold`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:236 -msgid "Once the :guilabel:`Type` and :guilabel:`Withhold Type` are selected, complete the following fields:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:245 -msgid ":guilabel:`Default Account`: Configure the default income account." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:246 -msgid ":guilabel:`Short Code`: Enter a unique 5-digit code for the accounting entry sequence (e.g., `WT001`)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:253 -msgid "Purchase liquidations" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:255 -msgid "A specific journal must be created for *purchase liquidations*. Go to :menuselection:`Accounting --> Configuration --> Journals`. Click :guilabel:`New`, and enter the following information:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:258 -msgid ":guilabel:`Journal Name`: Enter this format: `[Emission Entity]-[Emission Point] [Document Type]`, e.g., `001-001 Purchase Liquidations`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:260 -msgid ":guilabel:`Type`: Refers to the journal type. Select :guilabel:`Purchase`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:264 -msgid ":guilabel:`Purchase Liquidations`: Tick this checkbox to enable purchase liquidations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:272 -msgid ":guilabel:`Short Code`: Enter a unique 5-digit code for the accounting entry sequence (e.g., `PT001`)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:284 -msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the set of data included in the localization module. The accounts are mapped automatically in *Taxes*, *Default Account Payable*, *Default Account Receivable*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:288 -msgid "Ecuador's chart of accounts is based on the most updated version of the *Superintendency of Companies*, which is grouped into several categories and is compatible with NIIF accounting." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:291 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:219 -msgid "Accounts can be added or deleted according to the company's needs." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:296 -msgid "If products have any withholding taxes, they must be configured on the product form." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:298 -msgid "Go to :menuselection:`Accounting --> Vendors --> Products`. On the :guilabel:`General Information` tab, specify both :guilabel:`Purchase Taxes` and :guilabel:`Profit Withhold`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:304 -msgid "The localization module automatically creates and configures taxes. If new taxes need to be created, it is recommended to base them on the configuration of the existing ones." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:307 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:133 msgid "To manage taxes, navigate to :menuselection:`Accounting --> Configuration --> Taxes`. Depending on the tax type, the following options may be required for additional configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:310 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:136 msgid ":guilabel:`Tax Name`: Follows a specific format depending on the tax type:" msgstr "" @@ -22818,434 +22935,678 @@ msgstr "" msgid "Example: `Code ATS 10% Retención a la Fuente`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:319 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:145 msgid ":guilabel:`Tax Support`: Configure only for the IVA tax. This option is used to register purchase withholdings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:321 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:147 msgid ":guilabel:`Code ATS`: Configure only for income tax withholding codes, as it is necessary to register a withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:324 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:150 msgid "In the :guilabel:`Definition` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:326 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:152 msgid ":guilabel:`Tax Grids`: Configure the code of a 104 form if it is an IVA tax, and the code of a 103 form if it is an income tax withholding code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:330 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:156 msgid ":doc:`Configuring taxes <../accounting/taxes>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:335 -msgid "Some accounting transactions like *customer invoices* and *vendor bills* are classified by *document types*. These are defined by the government fiscal authorities, which in this case is the SRI." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:163 +msgid "To access or configure document types, go to :menuselection:`Accounting --> Configuration --> Document Types`. Each document type can have a unique sequence per journal where it is assigned. As part of the localization, the document type includes the country where the document is applicable; also, the data is created automatically when the localization module is installed. The information required for the document types is included by default and doesn't need to be changed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:172 +msgid "Company and contact" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:175 +msgid ":doc:`Configure a company or individual contact <../../essentials/contacts>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:177 +msgid "The following fields should be completed for localization purposes on the contact form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:179 +msgid ":guilabel:`Name`: Enter the company or individual's name." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:180 +msgid ":guilabel:`Address`: The :guilabel:`Street` sub-field is required to confirm electronic invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:181 +msgid ":guilabel:`Identification Number`: For a company, enter the :guilabel:`Ruc`. For individuals, enter the :guilabel:`Cédula` or :guilabel:`Passport` number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:183 +msgid ":guilabel:`SRI Taxpayer Type`: Select the contact's SRI taxpayer type." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:184 +msgid ":guilabel:`Phone`: Enter the company or individual's phone number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:185 +msgid ":guilabel:`Email`: Enter the company or individual's email. This email is used to send electronic documents, such as invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:189 +msgid "The :guilabel:`SRI Taxpayer Type` indicated on the contact form determines which :ref:`VAT and profit withholding ` taxes apply when using this contact on a vendor bill." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:198 +msgid "To upload information for electronic documents, go to :menuselection:`Accounting --> Configuration --> Settings`, and scroll to the :guilabel:`Ecuadorian Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:201 +msgid "Configure the following information, starting with the :guilabel:`Electronic Invoicing` section:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:203 +msgid ":guilabel:`Company legal name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:204 +msgid ":guilabel:`Regime`: Select whether the company is in the :guilabel:`Regular Regime (without additional messages in the RIDE)` or is qualified as in the :guilabel:`RIMPE Regime`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:206 +msgid ":guilabel:`Special Taxpayer Number`: If the company is qualified as a special taxpayer, complete this field with the company's corresponding tax contributor number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:208 +msgid ":guilabel:`Forced to Keep Accounting Books`: Enable this option if needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:210 +msgid ":guilabel:`Withholding` section:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:212 +msgid ":guilabel:`Consumables`: Enter the code of the default withholding tax used when purchasing goods." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:213 +msgid ":guilabel:`Services`: Enter the code of the default withholding tax used when purchasing services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:214 +msgid ":guilabel:`Credit Card`: Enter the code of the default withholding tax used when purchasing with credit cards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:216 +msgid ":guilabel:`Withhold Agent Number`: Enter the company's withholding agent resolution number, if applicable." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:219 +msgid ":guilabel:`SRI Connection` section:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:221 +msgid ":guilabel:`Certificate file for SRI`: Select the company's :guilabel:`SRI certificate`. Click :icon:`oi-arrow-right` :guilabel:`SRI Certificates` to upload one, if necessary." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:223 +msgid ":guilabel:`Use production servers`: Enable this option if electronic documents are used in the production environment; leave it disabled if the testing environment is used instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:226 +msgid ":guilabel:`Withholding accounts` section:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:228 +msgid ":guilabel:`Sales Tax Base Account`: Enter the company's sales tax base account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:229 +msgid ":guilabel:`Purchase Tax Base Account`: Enter the company's sales tax purchase account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:232 +msgid "When using the testing environment, EDI data is sent to test servers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:235 +msgid "The values entered in the :guilabel:`Consumables` and :guilabel:`Services` withholding fields are used as default values for domestic **only when** no withholdings are set up on the *SRI Taxpayer Type*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:238 +msgid "The entered :guilabel:`Credit Card` withholding value is always applied when a credit or debit card SRI payment method is used." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:244 +msgid "VAT withholding" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:247 +msgid "This configuration applies only if the SRI recognizes the company as a withholding agent. If not, skip this step." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:250 +msgid "To configure a VAT withholding, go to :menuselection:`Accounting --> Configuration --> Taxpayer Type SRI`. Then, configure the :guilabel:`Name` of the taxpayer type, the :guilabel:`Goods VAT Withholding`, and the :guilabel:`Services VAT Withholding`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:255 +msgid "If the :guilabel:`Taxpayer Type` is :guilabel:`Rimpe`, configure the :guilabel:`Profit Withhold` percentage." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:261 +msgid "Printer points" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:263 +msgid "*Printer points* need to be configured for each type of electronic document used, such as customer invoices, credit notes, and debit notes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:266 +msgid "To configure printer points, navigate to :menuselection:`Accounting --> Configuration --> Journals`. For each electronic document, click :guilabel:`New`, and enter the following information on the journal form:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:270 +msgid ":guilabel:`Journal Name`: Enter in this format: `[Emission Entity]-[Emission Point] [Document Type]`, e.g., `001-001 Sales Documents`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:272 +msgid ":guilabel:`Type`: Refers to the journal type; select :guilabel:`Sales`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:274 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:566 +msgid "Once the :guilabel:`Type` is selected, complete the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:276 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:569 +msgid ":guilabel:`Use Documents?`: Enable this option if legal invoicing (invoices, debit/credit notes) is used, as this is the standard configuration. If not, select the option to record accounting entries unrelated to legal invoicing documents, such as receipts, tax payments, or journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:280 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:319 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:573 +msgid ":guilabel:`Emission Entity`: Enter the facility number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:281 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:320 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:574 +msgid ":guilabel:`Emission Point`: Enter the printer point." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:282 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:321 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:575 +msgid ":guilabel:`Emission address`: Enter the address of the facility." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:284 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:323 +msgid "In the :guilabel:`Journal Entries` tab, under the :guilabel:`Accounting information` section, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:287 +msgid ":guilabel:`Default Income Account`: Enter the default income account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:288 +msgid ":guilabel:`Dedicated Credit Note Sequence`: Enable this option if *credit notes* should be generated from this printer point (i.e., the journal)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:290 +msgid ":guilabel:`Dedicated Debit Note Sequence`: Enable this option if *debit notes* should be generated from this printer point (i.e., the journal)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:292 +msgid ":guilabel:`Short Code`: Enter a unique 5-digit code for the accounting entry sequence (e.g., VT001)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:295 +msgid "Customer invoices, credit notes, and debit notes must use the same journal as the :guilabel:`Emission Point`, whereas the :guilabel:`Entity Point` should be unique per journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:298 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:330 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:579 +msgid "Finally, in the :guilabel:`Advanced Settings` tab, check the :guilabel:`Electronic invoicing` checkbox to enable sending XML/EDI invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:307 +msgid "Withholding" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:309 +msgid "To define a *withholding journal*, go to :menuselection:`Accounting --> Configuration --> Journals`. For each withholding journal, click :guilabel:`New`, and enter the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:312 +msgid ":guilabel:`Journal Name`: Enter this format: `[Emission Entity]-[Emission Point] [Document Type]`, e.g.,`001-001 Withholding`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:314 +msgid ":guilabel:`Type`: Refers to the journal type. Select :guilabel:`Miscellaneous`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:315 +msgid ":guilabel:`Withhold Type`: Select :guilabel:`Purchase Withhold`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:317 +msgid "Once the :guilabel:`Type` and :guilabel:`Withhold Type` are selected, complete the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:326 +msgid ":guilabel:`Default Account`: Configure the default income account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:327 +msgid ":guilabel:`Short Code`: Enter a unique 5-digit code for the accounting entry sequence (e.g., `WT001`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:338 -msgid "To access or configure document types, go to :menuselection:`Accounting --> Configuration --> Document Types`." +msgid "Ecuadorian companies submit fiscal reports to the SRI, with Odoo supporting two main ones: **reports 103** and **104**." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:341 -msgid "Each document type can have a unique sequence per journal where it is assigned. As part of the localization, the document type includes the country in which the document is applicable; also the data is created automatically when the localization module is installed." +msgid "To get these reports, go to :menuselection:`Accounting --> Reporting --> Tax Return`. Click the :icon:`fa-book` :guilabel:`Report:` icon and select `103 (EC)` or `104 (EC)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:345 -msgid "The information required for the document types is included by default and doesn't need to be changed." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:347 +msgid "Report 103" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:351 -msgid "Once a company's database is configured, documents can be registered to enable workflows across Odoo's applications, such as **Accounting**, **Inventory**, and **Sales**." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:349 +msgid "This report details income tax withholdings in a given period and can be reported monthly or semi-annually. It includes information about base, tax amounts, and tax codes and can be used for SRI reporting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:355 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:356 +msgid "Report 104" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:358 +msgid "This report details VAT tax and VAT withholding for a given period and can be generated monthly or semi-annually. It includes information about base, tax amounts, and tax codes and can be used for SRI reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:365 +msgid "ATS report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:367 +msgid "To enable downloading the ATS :abbr:`ATS (Anexo Transaccional Simplificado)` report in XML format, :doc:`install ` the *ATS Report* (`l10n_ec_reports_ats`) module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:371 +msgid "The Ecuadorian *ATS Report* module depends on the previous installation of the *Accounting* app and the *Ecuadorian EDI module*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:379 +msgid "To issue electronic documents, ensure the company is configured as explained in the :ref:`electronic invoice ` section. In the :abbr:`ATS (Anexo Transaccional Simplificado)`, every document generated in Odoo, such as :ref:`invoices `, :ref:`vendor bills `, :ref:`sales ` and :ref:`purchases withholdings `, :ref:`credit notes `, and :ref:`debit notes `, is included." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:393 +msgid "When generating a :ref:`vendor bill `, register the authorization number from the vendor's invoice. To do so, go to :menuselection:`Accounting --> Vendors --> Bills` and select the bill. Then, enter the number from the vendor's invoice in the :guilabel:`Authorization Number` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:401 +msgid "Credit and debit notes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:403 +msgid "When creating a :ref:`credit ` or :ref:`debit ` note manually or through an import, link it to the sales invoice it modifies." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:408 +msgid "Some information is required to the documents before downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` file. For example, add the *Authorization Number* and the *SRI Payment Method* to documents when needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:415 +msgid "XML generation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:417 +msgid "To generate the :abbr:`ATS (Anexo Transaccional Simplificado)` report, go to :menuselection:`Accounting --> Reporting --> Tax Return`. Choose a period for the desired :abbr:`ATS (Anexo Transaccional Simplificado)` report, then click :guilabel:`ATS`. Then, upload the downloaded XML file to *DIMM Formularios*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:423 +msgid "When downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` report, Odoo generates a warning pop-up alerting the user if a document(s) has missing or incorrect data. Nevertheless, the XML file can still be downloaded." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:435 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:293 msgid "Sales documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:360 -msgid ":guilabel:`Customer invoices` are electronic documents that, when validated, are sent to SRI. These documents can be :doc:`created from your sales order or manually <../accounting/customer_invoices/overview>`." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:440 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:399 +msgid "Customer invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:364 -msgid "They must contain the following data:" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:442 +msgid "Customer invoices, electronic documents :doc:`created from sales orders or manually <../accounting/customer_invoices/overview>`, must contain the following data and, once validated, are sent to the SRI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:366 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:446 msgid ":guilabel:`Journal`: Select the option matching the customer invoice's printer point." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:367 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:447 msgid ":guilabel:`Document Type`: Type the document type in this format: `(01) Invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:368 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:448 msgid ":guilabel:`Payment Method (SRI)`: Select how the invoice will be paid." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:371 -msgid ":doc:`Manage customer invoices <../accounting/customer_invoices/overview>`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:374 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:453 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:314 msgid "Customer credit note" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:376 -msgid "The :doc:`customer credit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, when validated, is sent to SRI. A validated (posted) invoice is necessary to register a credit note." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:455 +msgid ":doc:`Customer credit notes <../accounting/customer_invoices/credit_notes>` are electronic documents sent to the SRI once validated. :ref:`Credit notes ` can only be registered from a validated (posted) invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:380 -msgid "On the invoice, click :guilabel:`Credit note` and complete the following information in the :guilabel:`Credit note` window:" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:460 +msgid "Keep the :guilabel:`Document Type` on :guilabel:`(04) Credit Note` in the :guilabel:`Credit note` window." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:383 -msgid ":guilabel:`Reason`: Type the reason for the credit note." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:463 +msgid "Filling out a credit note follows the same process as completing an :ref:`invoice `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:384 -msgid ":guilabel:`Journal`: Select the journal for the reversal." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:467 +msgid "When creating the first credit note, select :guilabel:`Reverse` and assign the first credit note number or, by default, Odoo assigns `NotCr 001-001-000000001` as the first credit note number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:385 -msgid ":guilabel:`Document Type`: By default, :guilabel:`(04) Credit Note` is selected." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:386 -msgid ":guilabel:`Reversal date`: Set the date for the reversal." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:388 -msgid "Then, click :guilabel:`Reverse` to first review the invoice or click :guilabel:`Reverse and Create Invoice`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:392 -msgid "When creating the first credit note, select :guilabel:`Reverse` and assign the first credit note number or by default Odoo assigns `NotCr 001-001-000000001` as the first credit note number." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:395 -msgid "Once the credit note is created, modify :guilabel:`Product` and :guilabel:`Quantity` if needed. Make sure the correct :guilabel:`Customer`, :guilabel:`Journal`, and :guilabel:`Document Type` are specified, and the products listed on the :guilabel:`Invoice Lines` tab are configured with the correct taxes." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:400 -msgid "To validate, click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:403 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:473 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:328 msgid "Customer debit note" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:405 -msgid "The :ref:`customer debit note ` is an electronic document that, when validated, is sent to SRI." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:475 +msgid ":ref:`Customer debit notes ` are electronic documents sent to the SRI once validated. They can only be registered from a validated (posted) invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:408 -msgid "A validated (posted) invoice is necessary to register a debit note. Select the related invoice to issue a debit note in the :guilabel:`Invoices` list view, click :icon:`fa-cog` :guilabel:`Actions` and select :guilabel:`Create Debit Note`. Then, complete the following information in the :guilabel:`Create Debit Note` window." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:478 +msgid "In the :guilabel:`Use Specific Journal` of the :guilabel:`Create Debit Note` window, select the printer point for the credit note or leave it empty to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:413 -msgid ":guilabel:`Reason`: Enter the reason for the debit note." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:414 -msgid ":guilabel:`Debit note date`: Set the debit note date." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:415 -msgid ":guilabel:`Copy lines`: Select this option to register a debit note with the same lines of invoice." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:417 -msgid ":guilabel:`Use Specific Journal`: Select the printer point for your credit note, or leave it empty to use the same journal as the original invoice." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:420 -msgid "Then, click :guilabel:`Create Debit Note`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:422 -msgid "The debit note amount can be changed, if desired." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:425 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:485 msgid "Customer withholding" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:427 -msgid "The :guilabel:`Customer withholding` is a non-electronic document issued by the client in order to apply a withholding to a sale." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:487 +msgid ":guilabel:`Customer withholdings` are non-electronic documents issued by the client to apply a withholding to a sale. They can only be registered from a validated (posted) invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:430 -msgid "A validated (posted) invoice is necessary to register a customer withholding. On the invoice, click :guilabel:`Add Withhold` and complete the following information in the :guilabel:`Customer withholding` window:" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:490 +msgid "On the invoice, click :guilabel:`Add Withhold` and complete the following information in the :guilabel:`Customer withholding` window:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:434 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:493 msgid ":guilabel:`Document Number`: Enter the withholding number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:435 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:494 msgid ":guilabel:`Withhold Lines`: Select the taxes that the customer is withholding." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:437 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:496 msgid "Before validating the withholding, review that the amounts for each tax are the same as the original document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:441 -msgid "Purchase Documents" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:502 +msgid "Purchase documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:446 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:507 #: ../../content/applications/finance/fiscal_localizations/romania.rst:134 msgid "Vendor bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:448 -msgid ":doc:`Vendor bills <../accounting/vendor_bills>` are non-electronic documents issued by vendors when a company generates a purchase. Vendor bills can be created from purchase orders or manually." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:509 +msgid ":doc:`Vendor bills <../accounting/vendor_bills>`, non-electronic documents created from purchase orders or manually, require a specific :ref:`vendor bill journal `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:452 -msgid "A vendor bill journal must be created to create vendor bill documents." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:516 +msgid "Vendor bills journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:455 -msgid "Create a vendor bill journal" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:518 +msgid "Use the following configuration to set up the vendor bills journal:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:457 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:503 -msgid "To create a new journal, go to :menuselection:`Accounting --> Configuration --> Journals`, and click :guilabel:`New`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:460 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:506 -msgid "Then, configure the following:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:462 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:508 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:576 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:520 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:652 msgid "Select :guilabel:`Purchase` as the :guilabel:`Type`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:463 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:577 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:521 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:653 msgid "**Do not** tick the :guilabel:`Purchase Liquidations` checkbox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:464 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:510 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:578 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:522 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:654 msgid "Add a :guilabel:`Default Expense Account`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:467 -msgid "Configure a vendor bill" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:524 +msgid "To configure a vendor bill, make sure also to complete the following Ecuador-specific fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:469 -msgid "To configure a vendor bill, make sure also to complete the following Ecuador specific fields:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:471 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:526 msgid ":guilabel:`Document Type`: Enter this document type: `(01) Invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:472 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:527 msgid ":guilabel:`Document number`: Enter the document number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:473 -msgid ":guilabel:`Payment Method (SRI)`: Select how the vendor bill will be paid." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:528 +msgid ":guilabel:`Payment Method (SRI)`: Select how to pay the vendor bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:476 -msgid "When creating the purchase withholding, verify that the bases (base amounts) are correct. If you need to edit the amount of the tax in the :guilabel:`Vendor bill`, click :guilabel:`Edit`. Or, from the :guilabel:`Journal Items` tab, click :guilabel:`Edit` and set the adjustment as desired." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:483 -msgid "Purchase liquidation" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:485 -msgid "The *purchase liquidation* is an electronic document that, when validated, is sent to SRI." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:487 -msgid "Companies issue them when they make a purchase but the vendor does not provide an invoice, due to one or more of the following reasons:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:490 -msgid "Non-residents of Ecuador provided services." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:491 -msgid "Foreign companies provided services without residency or facility in Ecuador." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:492 -msgid "Purchase of goods or services from natural persons not registered with a RUC, who cannot issue sales receipts or customer invoices." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:494 -msgid "Reimbursement for purchasing goods or services must be given to employees in a dependency relationship (full-time employee)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:496 -msgid "Members of collegiate bodies have provided services in the exercise of their function." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:498 -msgid "In these cases, a purchase liquidation journal must be created." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:501 -msgid "Create a purchase liquidation journal" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:509 -msgid "Tick the :guilabel:`Purchase Liquidations` checkbox." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:513 -msgid "Create a purchase liquidation" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:515 -msgid "These types of electronic documents can be created from the *purchase order* or manually from the *vendor bills* form. Purchase liquidations must contain the following data:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:519 -msgid ":guilabel:`Journal`: Select the :guilabel:`Purchase Liquidation` journal with the correct printer point." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:521 -msgid ":guilabel:`Document Type`: Enter this document type: `(03) Purchase Liquidation`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:522 -msgid ":guilabel:`Document number`: Enter the document number (sequence). This must only be entered once, and the sequence will automatically be assigned to the subsequent documents." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:524 -msgid ":guilabel:`Payment Method (SRI)`: Select how the invoice is going to be paid." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:525 -msgid ":guilabel:`Products`: Specify the product with the correct taxes." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:527 -msgid "Once the information has been reviewed, validate the :guilabel:`Purchase Liquidation`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:530 -msgid "Purchase withholding" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:532 -msgid "The *Purchase withholding* is an electronic document that, when validated, is sent to SRI." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:534 -msgid "An invoice in a validated state is necessary before registering a :guilabel:`Purchase withholding`. On the invoice, click :guilabel:`Add Withhold` and complete the following fields in the :guilabel:`Withholding` window:" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:531 +msgid "When creating the purchase withholding, verify that the bases (base amounts) are correct. If the amount of the tax in the :guilabel:`Vendor bill` needs to be edited, click :guilabel:`Edit`. Or, from the :guilabel:`Journal Items` tab, click :guilabel:`Edit` and set the adjustment as desired." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:538 -msgid ":guilabel:`Document number`: Enter the document number (sequence). This must only be entered once, and the sequence will automatically be assigned for the next documents." +msgid "Purchase liquidation" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:540 -msgid ":guilabel:`Withhold lines`: The taxes appear automatically according to the configuration of products and vendors. Review if the taxes and tax support are correct. If not, edit and select the correct taxes and tax support." +msgid "*Purchase liquidations* are electronic documents sent to the SRI once they're validated. Companies issue them when they make a purchase, but the vendor does not provide an invoice due to one or more of the following reasons:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:544 -msgid "Then, validate the :guilabel:`Withholding`." +msgid "Non-residents of Ecuador provided services." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:547 -msgid "Tax support types must be configured on the :guilabel:`Vendor Bill`. To do so, go to the tax applied on the :guilabel:`Vendor Bill` and change the :guilabel:`Tax Support` there." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:545 +msgid "Foreign companies provided services without residency or facility in Ecuador." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:546 +msgid "Purchase of goods or services from natural persons not registered with a RUC, who cannot issue sales receipts or customer invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:548 +msgid "Reimbursement for purchasing goods or services must be given to employees in a dependency relationship (full-time employee)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:550 -msgid "A withholding tax can be divided into two or more lines, depending on whether two or more withholdings percentages apply." +msgid "Members of collegiate bodies have provided services in the exercise of their function." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:554 -msgid "The system suggests a VAT withholding of 30% with tax support 01. VAT withholding of 70% can be added in a new line with the same tax support. Odoo allows it if the base total matches the :guilabel:`Vendor Bill`'s total." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:552 +msgid "In these cases, a :ref:`purchase liquidation journal ` must be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:559 -msgid "Expense reimbursement" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:558 +msgid "Create a purchase liquidation journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:561 -msgid "Expense reimbursements apply to the following cases:" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:560 +msgid "To create a *purchase liquidations* journal, enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:563 -msgid ":guilabel:`Individual`: reimbursement to an employee for miscellaneous expenses (e.g. purchase liquidations)" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:562 +msgid ":guilabel:`Journal Name`: Enter this format: `[Emission Entity]-[Emission Point] [Document Type]`, e.g., `001-001 Purchase Liquidations`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:565 -msgid ":guilabel:`Legal Entity`: reimbursement for incurred expenses, such as representation expenses (e.g. hiring a lawyer)" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:564 +msgid ":guilabel:`Type`: Refers to the journal type. Select :guilabel:`Purchase`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:568 -msgid "To enable an expense reimbursement, make sure a :ref:`purchase liquidation journal ` has been created for an individual or a :ref:`vendor bills journal ` for a legal entity." +msgid ":guilabel:`Purchase Liquidations`: Tick this checkbox to enable purchase liquidations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:573 -msgid "In the vendor bills journal, be sure the following necessary configurations are set for a legal entity:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:580 -msgid "Next, to create a reimbursement, :ref:`create a vendor bill ` using the *purchase liquidation* or *vendor bills* journal. On the vendor bill, configure the following fields:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:584 -msgid ":guilabel:`Vendor`: This field should be an employee." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:576 +msgid ":guilabel:`Short Code`: Enter a unique 5-digit code for the accounting entry sequence (e.g., `PT001`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:585 -msgid ":guilabel:`Document Type`: Verify that this field is accurately populated from the journal." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:586 -msgid ":guilabel:`Payment Method (SRI)`: Select a payment method." +msgid "Create a purchase liquidation" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:587 -msgid ":guilabel:`Reimbursement Lines` tab: Click :guilabel:`Auto Fill Invoice Lines` to automatically populate the invoice lines or add the expenses line by line, and provide the following details for each expense:" +msgid "Purchase liquidations, created from *purchase orders* or manually from *vendor bills*, must contain the following data:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:591 -msgid ":guilabel:`Partner or authorization number`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:592 -msgid ":guilabel:`Date`" +msgid ":guilabel:`Journal`: Select the :guilabel:`Purchase Liquidation` journal with the correct printer point." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:593 -msgid ":guilabel:`Document Type`" +msgid ":guilabel:`Document Type`: Enter this document type: `(03) Purchase Liquidation`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:594 -msgid ":guilabel:`Document Number`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:595 -msgid ":guilabel:`Tax Base`" +msgid ":guilabel:`Document number`: Enter the document number (sequence). This must only be entered once, and the sequence will automatically be assigned to the subsequent documents." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:596 +msgid ":guilabel:`Payment Method (SRI)`: Select how to pay the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:597 +msgid ":guilabel:`Products`: Specify the product with the correct taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:599 +msgid "Then, validate the :guilabel:`Purchase Liquidation`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:604 +msgid "Purchase withholding" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:606 +msgid "*Purchase withholdings* are electronic documents sent to the SRI once they're validated. They can only be registered from a validated (posted) invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:609 +msgid "On the invoice, click :guilabel:`Add Withhold` and complete the following fields in the :guilabel:`Withhold` window:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:612 +msgid ":guilabel:`Document number`: Enter the document number (sequence). This must only be entered once, and the sequence will automatically be assigned for the next documents." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:614 +msgid ":guilabel:`Withhold lines`: The taxes appear automatically according to the configuration of products and vendors. Review if the taxes and tax support are correct. If not, edit and select the correct taxes and tax support." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:618 +msgid "Then, validate the :guilabel:`Withholding`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:621 +msgid "Tax support types must be configured on the :guilabel:`Vendor Bill`. To do so, go to the tax applied on the :guilabel:`Vendor Bill` and change the :guilabel:`Tax Support` there." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:624 +msgid "A withholding tax can be divided into two or more lines, depending on whether two or more withholding percentages apply." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:628 +msgid "Odoo suggests a VAT withholding of 30% with tax support 01. VAT withholding of 70% can be added to a new line with the same tax support. Odoo allows it if the base total matches the :guilabel:`Vendor Bill`'s total." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:635 +msgid "Expense reimbursement" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:637 +msgid "Expense reimbursements apply to the following cases:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:639 +msgid ":guilabel:`Individual`: reimbursement to an employee for miscellaneous expenses (e.g., purchase liquidations)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:641 +msgid ":guilabel:`Legal Entity`: reimbursement for incurred expenses, such as representation expenses (e.g., hiring a lawyer)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:644 +msgid "To enable expense reimbursement, make sure a :ref:`purchase liquidation journal ` has been created for an individual or a :ref:`vendor bills journal ` for a legal entity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:649 +msgid "In the vendor bills journal, be sure the following necessary configurations are set for a legal entity:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:656 +msgid "Next, to create a reimbursement, :ref:`create a vendor bill ` using the *purchase liquidation* or *vendor bills* journal. On the vendor bill, configure the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:660 +msgid ":guilabel:`Vendor`: This field should be an employee." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:661 +msgid ":guilabel:`Document Type`: Verify that this field is accurately populated from the journal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:662 +msgid ":guilabel:`Payment Method (SRI)`: Select a payment method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:663 +msgid ":guilabel:`Reimbursement Lines` tab: Click :guilabel:`Auto Fill Invoice Lines` to automatically populate the invoice lines or add the expenses line by line, and provide the following details for each expense:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:667 +msgid ":guilabel:`Partner or authorization number`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:668 +msgid ":guilabel:`Date`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:669 +msgid ":guilabel:`Document Type`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:670 +msgid ":guilabel:`Document Number`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:671 +msgid ":guilabel:`Tax Base`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:672 msgid ":guilabel:`Tax`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:598 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:674 msgid "Then, click :guilabel:`Confirm Vendor Bill` and :guilabel:`Process Now`. The XML and authorization number for the purchase liquidation are recorded, and the purchase withholding created from this vendor bill includes the reimbursement information." msgstr "" @@ -23253,202 +23614,258 @@ msgstr "" msgid "Expense Reimbursement." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:608 -msgid "The :ref:`ATS Report module ` enables the following:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:610 -msgid "Choose the *SRI Payment Method* for each payment method's configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:611 -msgid "Customers can manually input their identification type and number during eCommerce checkout." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:612 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:671 -msgid "Automatically generate a valid electronic invoice for Ecuador at the end of the checkout process." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:615 -msgid ":doc:`eCommerce documentation <../../websites/ecommerce>`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:620 -msgid "To enable online payments, add the relevant :doc:`payment provider(s) <../payment_providers>` and configure the necessary :ref:`payment methods `. It is mandatory to set the :guilabel:`SRI Payment Method` for each method." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:625 -msgid "Adding the :guilabel:`SRI Payment Method` is necessary to correctly generate the electronic invoice from an eCommerce sale. Select a **payment method** to access its configuration menu and field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:632 -msgid "To generate an invoice after the checkout process, navigate to :menuselection:`Website --> Configuration --> Settings` and activate the :guilabel:`Automatic Invoice` option found under the :guilabel:`Invoicing` section." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:637 -msgid "The invoice's email template can be modified from the :guilabel:`Invoice Email Template` field under the :guilabel:`Automatic Invoice` option." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:641 -msgid "The sales journal used for invoicing is the first in the sequence of priority in the :guilabel:`Journal` menu." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:645 -msgid "eCommerce workflow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:648 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:684 -msgid "Identification type and number" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:650 -msgid "The client who is making a purchase will have the option to indicate their identification type and number during the checkout process. This information is required to correctly generate the electronic invoice after the checkout is completed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:655 -msgid "Verification is done to ensure the :guilabel:`Identification Number` field is completed and has the correct number of digits. For RUC identification, 13 digits are required. For Cédula, 9 digits are required." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:659 -msgid "After finishing the checkout process, a confirmed invoice is generated, ready to be sent manually or asynchronously to the SRI." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:663 -msgid "Point of sale electronic invoicing" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:665 -msgid "Make sure the *Ecuadorian module for Point of Sale* (`l10n_ec_edi_pos`) is :ref:`installed ` to enable the following features and configurations:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:668 -msgid "Choose the SRI payment method in each payment method configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:669 -msgid "Manually input the customer's identification type and identification number when creating a new contact on *POS*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:674 -msgid "Payment method configuration" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:676 -msgid "To :doc:`create a payment method for a point of sale <../../sales/point_of_sale/payment_methods>`, go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`. Then, set the :guilabel:`SRI Payment Method` in the payment method form." +msgid "Electronic delivery guide" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:686 -msgid "The P0S cashier can :ref:`create a new contact for a customer ` who requests an invoice from an open POS session." +msgid "An *Electronic Delivery Guide* in Ecuador is a legal document that supports the transportation of goods or merchandise from one place to another within the national territory. It is issued by the sender of the goods and aims to record and justify the movement of products to avoid legal or tax issues. It is a fiscal requirement mandated by the *Internal Revenue Service (SRI)*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:689 -msgid "The *Ecuadorian Module for Point of Sale* adds two new fields to the contact creation form: :guilabel:`Identification Type` and :guilabel:`Tax ID`." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:692 +msgid "Make sure to :doc:`install ` the :guilabel:`Ecuadorian Delivery Guide` (`l10n_ec_edi_stock`) module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:693 -msgid "As the identification number length differs depending on the identification type, Odoo automatically checks the :guilabel:`Tax ID` field upon saving the contact form. To manually ensure the length is correct, know that the :guilabel:`RUC` and :guilabel:`Citizenship` types require 13 and 10 digits, respectively." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:698 +msgid "Transporter" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:699 -msgid "Electronic invoice: anonymous end consumer" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:700 +msgid "To create a new carrier (transporter), first :doc:`create a new contact <../../essentials/contacts>` and fill out the contact information as a :guilabel:`Company`. Make sure the following fields are complete:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:701 -msgid "When clients do not request an electronic invoice for their purchase, Odoo automatically sets the customer as :guilabel:`Consumidor Final` and generates an electronic invoice anyway." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:704 +msgid ":guilabel:`Identification Number`: Select :guilabel:`RUC` and type the carrier's RUC number." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:705 -msgid "If the client requests a credit note due to a return of this type of purchase, the credit note should be made using the client's real contact information. Credit notes cannot be created to *Consumidor Final* and can be managed :ref:`directly from the POS session `." +msgid ":guilabel:`SRI Taxpayer Type`: Select :guilabel:`Companies - Legal Entities` as the partner position in the tax pyramid to automate the computation of VAT withholdings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:710 -msgid "Electronic invoice: specific customer" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:-1 +msgid "Configuration of a carrier contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:712 -msgid "If a customer requests an invoice for their purchase, it is possible to select or create a contact with their fiscal information. This ensures the invoice is generated with accurate customer details." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:714 +msgid "Certificate file for SRI" msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:716 -msgid "If the client requests a credit note due to a return of this type of purchase, the credit note and return process can be managed :ref:`directly from the POS session `." +msgid "To upload the certificate file for SRI, go to :menuselection:`Accounting --> Configuration --> Settings`, scroll to the :guilabel:`Ecuadorian Localization` section, and click :icon:`oi-arrow-right` :guilabel:`SRI Certificates` in the :guilabel:`SRI Connection` section. Then, to create a new certificate, click :guilabel:`New` and fill out the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:721 +msgid ":guilabel:`Name`: The title of the certificate." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:722 -msgid "In Ecuador, there are fiscal reports that the company presents to SRI. Odoo supports two of the main financial reports used by companies: **reports 103** and **104**." +msgid ":guilabel:`Certificate`: Use the :guilabel:`Upload your file` button to upload the SRI certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:725 -msgid "To get these reports, go to :menuselection:`Accounting --> Reporting --> Tax Return`. Click the :icon:`fa-book` :guilabel:`Report:` icon and select `103 (EC)` or `104 (EC)`." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:724 +msgid ":guilabel:`Certificate Password`: Include the password to decrypt the PKS file if required." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:729 -msgid "Report 103" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:726 +msgid "Once the certificate is created, click :guilabel:`Settings` to go back to the settings and ensure the certificate is selected in the :guilabel:`Certificate file for SRI` field and the :guilabel:`Use production servers` checkbox is ticked." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:731 -msgid "This report provides details on income tax withholdings in a given period and can be reported monthly or semi-annually. It includes information about base, tax amounts, and tax codes, and can be used for SRI reporting." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:733 +msgid "Warehouse configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:736 -msgid "Report 104" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:735 +msgid "To configure a warehouse, first :doc:`create a new warehouse <../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses>`. Enter the following data for each warehouse that generates an electronic delivery guide:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:738 -msgid "This report provides details on VAT tax and VAT withholding for a given period and can be generated monthly or semi-annually. It includes information about base, tax amounts, and tax codes, and can be used for SRI reporting." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:739 +msgid ":guilabel:`Entity Point`: the emission entity number given by the SRI" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:745 -msgid "ATS report" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:740 +msgid ":guilabel:`Emission Point`: the emission point number given by the SRI" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:741 +msgid ":guilabel:`Next Delivery Guide Number`: the forwarding tracking number (editable after first saving the warehouse)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:747 -msgid ":ref:`Install ` the *ATS Report* (`l10n_ec_reports_ats`) module to enable downloading the ATS report in XML format." +msgid "Generate an electronic delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:751 -msgid "The Ecuadorian *ATS Report* module depends on the previous installation of the *Accounting* app and the *Ecuadorian EDI module*." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:749 +msgid "Once the :doc:`delivery <../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration>` from inventory is created during the sales workflow, make sure the following fields are complete in the :guilabel:`Delivery Guide` section on the :guilabel:`Additional info` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:753 +msgid ":guilabel:`Transporter`: Enter the :ref:`contact ` created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:754 +msgid ":guilabel:`Plate Number`: Enter the vehicle plate number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:755 +msgid ":guilabel:`Transfer Reason`: By default, :guilabel:`Goods dispatch` is set; modify as needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:756 +msgid ":guilabel:`Start date`: Automatically set to the creation date (editable)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:757 -msgid "To issue electronic documents, ensure the company is configured as explained in the :ref:`electronic invoice ` section." +msgid ":guilabel:`End date`: Automatically set to 15 days after the start date (editable)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:760 -msgid "In the :abbr:`ATS (Anexo Transaccional Simplificado)`, every document generated in Odoo (invoices, vendor bills, sales and purchases withholdings, credit notes, and debit notes) will be included." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:-1 +msgid "Delivery Guide Settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:762 +msgid "Click :guilabel:`Validate`, then :guilabel:`Generate Delivery Guide`. Subsequently, the following information will be available in the :guilabel:`Delivery Guide` section:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:765 +msgid ":guilabel:`Authorization date`: date on which the government authorizes the document." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:766 -msgid "When generating a vendor bill, it is necessary to register the authorization number from the vendor's invoice. To do so, go to :menuselection:`Accounting --> Vendors --> Bills` and select the bill. Then, enter the number from the vendor's invoice in the :guilabel:`Authorization Number` field." +msgid ":guilabel:`Authorization number`: EDI authorization number (same as access key)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:767 +msgid ":guilabel:`Delivery Guide Status`: status of the delivery guide." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:-1 +msgid "Authorization number." msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:772 -msgid "Credit and debit notes" +msgid "To receive the XML and PDF, an email can be sent to the contact used in the :guilabel:`Delivery Address` field - this is an optional and manual step; the :guilabel:`Send Email` button needs to be clicked." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:774 -msgid "When generating a credit note or debit note manually or through an import, it is necessary to link this note to the sales invoice that is being modified by it." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:-1 +msgid "Delivery Guide PDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:778 -msgid "Remember to add all required information to the documents before downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` file. For example, add the *Authorization Number* and the *SRI Payment Method* on documents, when needed." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:784 +msgid "The :ref:`ATS Report module ` enables the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:783 -msgid "XML generation" +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:786 +msgid "Choose the *SRI Payment Method* for each payment method's configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:785 -msgid "To generate the :abbr:`ATS (Anexo Transaccional Simplificado)` report, go to :menuselection:`Accounting --> Reporting --> Tax Return`. Choose a time period for the desired :abbr:`ATS (Anexo Transaccional Simplificado)` report, then click :guilabel:`ATS`." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:787 +msgid "Customers can manually input their identification type and number during eCommerce checkout." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:789 -msgid "The downloaded XML file is ready to be uploaded to *DIMM Formularios*." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:788 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:849 +msgid "Automatically generate a valid electronic invoice for Ecuador at the end of the checkout process." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:792 -msgid "When downloading the :abbr:`ATS (Anexo Transaccional Simplificado)` report, Odoo generates a warning pop-up alerting the user if a document(s) has missing or incorrect data. Nevertheless, the XML file can still be downloaded." +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:791 +msgid ":doc:`eCommerce documentation <../../websites/ecommerce>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:798 +msgid "To enable online payments, add the relevant :doc:`payment provider(s) <../payment_providers>` and configure the necessary :ref:`payment methods `. It is mandatory to set the :guilabel:`SRI Payment Method` for each method." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:803 +msgid "Adding the :guilabel:`SRI Payment Method` is necessary to correctly generate the electronic invoice from an eCommerce sale. Select a **payment method** to access its configuration menu and field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:812 +msgid ":ref:`Invoices ` can be generated after the checkout process." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:815 +msgid "The invoice's email template can be modified from the :guilabel:`Invoice Email Template` field under the :guilabel:`Automatic Invoice` option." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:819 +msgid "The sales journal used for invoicing is the first in the priority sequence in the :guilabel:`Journal` menu." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:825 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:868 +msgid "Identification type and number" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:827 +msgid "During the checkout process, the client making a purchase will have the option to indicate their identification type and number. This information is required to generate the electronic invoice after the checkout is completed correctly." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:832 +msgid "Verification is done to ensure the :guilabel:`Identification Number` field is completed and has the correct number of digits. For RUC identification, 13 digits are required, and for Cédula, 9 digits are required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:836 +msgid "After finishing the checkout process, a confirmed invoice is generated, ready to be sent manually or asynchronously to the SRI." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:842 +msgid "Point of sale electronic invoicing" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:844 +msgid "Make sure the *Ecuadorian module for Point of Sale* (`l10n_ec_edi_pos`) is :ref:`installed ` to enable the following features and configurations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:847 +msgid "Choose the SRI payment method in each payment method configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:848 +msgid "Manually input the customer's identification type and number when creating a new contact on *POS*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:854 +msgid "Payment method configuration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:856 +msgid "To :doc:`create a payment method for a point of sale <../../sales/point_of_sale/payment_methods>`, go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`. Then, set the :guilabel:`SRI Payment Method` in the payment method form." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:870 +msgid "The P0S cashier can :ref:`create a new contact for a customer ` who requests an invoice from an open POS session." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:873 +msgid "The *Ecuadorian Module for Point of Sale* adds two new fields to the contact creation form: :guilabel:`Identification Type` and :guilabel:`Tax ID`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:877 +msgid "As the identification number length differs depending on the identification type, Odoo automatically checks the :guilabel:`Tax ID` field when saving the contact form. To manually ensure the length is correct, know that the :guilabel:`RUC` and :guilabel:`Citizenship` types require 13 and 10 digits, respectively." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:885 +msgid "Electronic invoice: anonymous end consumer" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:887 +msgid "When clients do not request an electronic invoice for their purchase, Odoo automatically sets the customer as :guilabel:`Consumidor Final` and generates an electronic invoice anyway." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:891 +msgid "If the client requests a credit note due to a return of this type of purchase, the credit note should be made using the client's real contact information. Credit notes cannot be created for *Consumidor Final* and can be managed :ref:`directly from the POS session `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:898 +msgid "Electronic invoice: specific customer" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:900 +msgid "If a customer requests an invoice for their purchase, it is possible to select or create a contact with their fiscal information. This ensures the invoice is generated with accurate customer details." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:904 +msgid "If the client requests a credit note due to a return of this type of purchase, the credit note and return process can be managed :ref:`directly from the POS session `." msgstr "" #: ../../content/applications/finance/fiscal_localizations/egypt.rst:3 @@ -23574,7 +23991,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/mercado_pago.rst:30 #: ../../content/applications/finance/payment_providers/nuvei.rst:36 #: ../../content/applications/finance/payment_providers/razorpay.rst:37 -#: ../../content/applications/finance/payment_providers/xendit.rst:46 +#: ../../content/applications/finance/payment_providers/xendit.rst:47 msgid "Configuration on Odoo" msgstr "" @@ -23691,6 +24108,7 @@ msgid "The contact selected in the :guilabel:`Branch` field must be set as a :gu msgstr "" #: ../../content/applications/finance/fiscal_localizations/egypt.rst:157 +#: ../../content/applications/finance/fiscal_localizations/france.rst:118 msgid "Customers" msgstr "" @@ -23903,597 +24321,774 @@ msgstr "" msgid "France" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:6 -msgid ":doc:`Documentation on e-invoicing’s legality and compliance in France <../accounting/customer_invoices/electronic_invoicing/france>`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:12 -msgid "FEC - Fichier des Écritures Comptables" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:14 -msgid "An FEC :dfn:`Fichier des Écritures Comptables` audit file contains all the accounting data and entries recorded in all the accounting journals for a financial year. The entries in the file must be arranged in chronological order." +#: ../../content/applications/finance/fiscal_localizations/france.rst:10 +msgid "The following modules related to the French localization are available:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:18 -msgid "Since January 1st, 2014, every French company is required to produce and transmit this file upon request by the tax authorities for audit purposes." +msgid ":guilabel:`France - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:19 +msgid "`l10n_fr_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:20 +msgid "French :ref:`fiscal localization package ` that applies only to companies based in mainland France and doesn't include DOM-TOMs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:22 +msgid ":guilabel:`France - Accounting Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:23 +msgid "`l10n_fr_reports`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:24 -msgid "FEC import" +msgid "Export of the French VAT report, which can be sent to the DGFiP, an OGA, or a professional accountant." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:26 -msgid "To make the onboarding of new users easier, Odoo Enterprise's French :ref:`fiscal localization package ` includes the **FEC Import** feature (module name: ``l10n_fr_fec_import``), which enables the import of existing FEC files from older software." +msgid ":guilabel:`France - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:27 +msgid "`l10n_fr_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:28 +msgid "Includes the necessary accounting data for the French payroll rules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:29 +msgid ":guilabel:`France - Factur-X integration with Chorus Pro`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:30 -msgid "To enable this feature, go to :menuselection:`Accounting --> Configuration --> Settings --> Accounting Import`, enable **FEC Import**, and *Save*." +msgid "`l10n_fr_facturx_chorus_pro`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:31 +msgid "Adds fields needed for :ref:`submitting invoices to Chorus Pro `." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:33 -msgid "Next, go to :menuselection:`Accounting --> Configuration --> FEC Import`, upload your FEC file, and click on *Import*." +msgid ":guilabel:`France - FEC Import`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:0 -msgid "Importing FEC files from different year takes no particular action or computation." +#: ../../content/applications/finance/fiscal_localizations/france.rst:34 +msgid "`l10n_fr_fec_import`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:0 -msgid "Should multiple files contain any \"Reports à Nouveaux\" (RAN) with the starting balance of the year, you might need to cancel those entries in the User Interface. Odoo makes those entries (RAN) useless." +#: ../../content/applications/finance/fiscal_localizations/france.rst:35 +msgid "Import of standard FEC files, useful for importing accounting history." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:46 -msgid "File formats" +#: ../../content/applications/finance/fiscal_localizations/france.rst:36 +msgid ":guilabel:`France - VAT Anti-Fraud Certification for Point of Sale (CGI 286 I-3 bis)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:48 -msgid "FEC files can only be in CSV format, as the XML format is not supported." +#: ../../content/applications/finance/fiscal_localizations/france.rst:37 +msgid "`10n_fr_pos_cert`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:52 -msgid "The FEC CSV file has a plain text format representing a data table, with the first line being a header and defining the list of fields for each entry, and each following line representing one accounting entry, in no predetermined order." +#: ../../content/applications/finance/fiscal_localizations/france.rst:38 +msgid ":ref:`Point of Sale VAT anti-fraud certification `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:56 -msgid "Our module expects the files to meet the following technical specifications:" +#: ../../content/applications/finance/fiscal_localizations/france.rst:50 +msgid "The French localization package ensures compliance with French fiscal and accounting regulations. It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of accounts tailored to France’s standards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:58 -msgid "**Encoding**: UTF-8, UTF-8-SIG and iso8859_15." +#: ../../content/applications/finance/fiscal_localizations/france.rst:54 +msgid "The French localization package provides the following key features to ensure compliance with local fiscal and accounting regulations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:59 -msgid "**Separator**: any of these: `;` or `|` or `,` or `TAB`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:60 -msgid "**Line terminators**: both CR+LF (`\\\\r\\\\n`) and LF (`\\\\n`) character groups are supported." +#: ../../content/applications/finance/fiscal_localizations/france.rst:57 +msgid ":doc:`../accounting/get_started/chart_of_accounts`: a predefined structure tailored to French accounting standards" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:61 -msgid "**Date format**: `%Y%m%d`" +msgid ":doc:`Taxes <../accounting/taxes>`: pre-configured tax rates, including standard VAT, zero-rated, and exempt options" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:66 -msgid "Fields description and use" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:69 -msgid "#" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:69 -msgid "Field name" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:69 -msgid "Use" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:69 -msgid "Format" +#: ../../content/applications/finance/fiscal_localizations/france.rst:64 +msgid ":ref:`Reporting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:71 -msgid "01" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:71 -msgid "JournalCode" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:71 -msgid "Journal Code" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:71 -msgid "`journal.code` and `journal.name` if `JournalLib` is not provided" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:71 -#: ../../content/applications/finance/fiscal_localizations/france.rst:74 -#: ../../content/applications/finance/fiscal_localizations/france.rst:76 -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 -#: ../../content/applications/finance/fiscal_localizations/france.rst:83 -#: ../../content/applications/finance/fiscal_localizations/france.rst:85 -#: ../../content/applications/finance/fiscal_localizations/france.rst:88 -#: ../../content/applications/finance/fiscal_localizations/france.rst:91 -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 -#: ../../content/applications/finance/fiscal_localizations/france.rst:103 -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 -msgid "Alphanumeric" +msgid ":doc:`Installing ` the :guilabel:`France - Accounting` (`l10n_fr_account`) module gives access to some accounting reports specific to France, such as:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:74 -msgid "02" +msgid ":guilabel:`Bilan comptable (FR)` (:guilabel:`Balance Sheet`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:74 -msgid "JournalLib" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:74 -msgid "Journal Label" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:74 -msgid "`journal.name`" +#: ../../content/applications/finance/fiscal_localizations/france.rst:75 +msgid ":guilabel:`Compte de résultats (FR)` (:guilabel:`Profit and Loss`)" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:76 -msgid "03" +msgid ":guilabel:`Rapport de taxes (FR)` (:guilabel:`Tax Report`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:76 -msgid "EcritureNum" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:76 -msgid "Numbering specific to each journal sequence number of the entry" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:76 -msgid "`move.name`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:79 -msgid "04" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:79 -msgid "EcritureDate" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:79 -msgid "Accounting entry Date" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:79 -#: ../../content/applications/finance/fiscal_localizations/france.rst:94 -msgid "`move.date`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:79 -#: ../../content/applications/finance/fiscal_localizations/france.rst:94 -#: ../../content/applications/finance/fiscal_localizations/france.rst:106 -#: ../../content/applications/finance/fiscal_localizations/france.rst:109 -msgid "Date (yyyyMMdd)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 -msgid "05" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 -#: ../../content/applications/finance/fiscal_localizations/france.rst:206 -msgid "CompteNum" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 -msgid "Account Number" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 -msgid "`account.code`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:83 -msgid "06" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:83 -msgid "CompteLib" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:83 -msgid "Account Label" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:83 -msgid "`account.name`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:85 -msgid "07" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:85 -msgid "CompAuxNum" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:85 -msgid "Secondary account Number (accepts null)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:85 -msgid "`partner.ref`" +#: ../../content/applications/finance/fiscal_localizations/france.rst:86 +msgid "E-Invoicing" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:88 -msgid "08" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:88 -msgid "CompAuxLib" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:88 -msgid "Secondary account Label (accepts null)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:88 -msgid "`partner.name`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:91 -msgid "09" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:91 -msgid "PieceRef" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:91 -msgid "Document Reference" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:91 -msgid "`move.ref` and `move.name` if `EcritureNum` is not provided" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:94 -msgid "PieceDate" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:94 -msgid "Document Date" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 -msgid "11" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 -msgid "EcritureLib" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 -msgid "Account entry Label" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 -msgid "`move_line.name`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:98 -msgid "Debit amount" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:98 -msgid "`move_line.debit`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:98 -#: ../../content/applications/finance/fiscal_localizations/france.rst:100 -#: ../../content/applications/finance/fiscal_localizations/france.rst:111 -#: ../../content/applications/finance/fiscal_localizations/france.rst:121 -msgid "Float" +msgid "The `Chorus Pro `_ portal, managed by the AIFE (Agence pour l'Informatique financière de l'État), is the official platform for submitting electronic invoices to French public entities. It allows businesses to send and manage invoices, track their processing status, and access payment updates. Since January 2020, electronic invoicing has been mandatory for all business-to-government (B2G) transactions in France. Odoo supports integration with Chorus Pro to submit invoices generated in Odoo." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:100 -#: ../../content/applications/finance/fiscal_localizations/france.rst:124 -msgid "13" +msgid "To send invoices to Chorus Pro, the following configuration is required:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:100 -msgid "Credit amount (Field name \"Crédit\" is not allowed)" +#: ../../content/applications/finance/fiscal_localizations/france.rst:102 +msgid ":doc:`Install ` the :guilabel:`France - Factur-X integration with Chorus Pro` (`l10n_fr_facturx_chorus_pro`) module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:100 -msgid "`move_line.credit`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:103 -msgid "14" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:103 -msgid "EcritureLet" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:103 -msgid "Accounting entry cross reference (accepts null)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:103 -msgid "`move_line.fec_matching_number`" +#: ../../content/applications/finance/fiscal_localizations/france.rst:104 +msgid ":ref:`Register ` with Peppol, as invoices are sent from Odoo to Chorus Pro via the :ref:`Peppol ` network." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:106 -msgid "15" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:106 -msgid "DateLet" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:106 -msgid "Accounting entry date (accepts null)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:106 -#: ../../content/applications/finance/fiscal_localizations/france.rst:109 -msgid "unused" +msgid "If you don’t already have a Chorus Pro account, go to the `Chorus Pro `_ page, click :guilabel:`Créer un compte`, and create one." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:109 -msgid "16" +msgid ":ref:`Configure the relevant customers' contact form `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:109 -msgid "ValidDate" +#: ../../content/applications/finance/fiscal_localizations/france.rst:113 +msgid "`Chorus Pro documentation `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:109 -msgid "Accounting entry validation date" +#: ../../content/applications/finance/fiscal_localizations/france.rst:120 +msgid "To submit invoices to Chorus Pro, configure the relevant customers' contact form as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:111 -msgid "17" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:111 -msgid "Montantdevise" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:111 -msgid "Currency amount (accepts null)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:111 -msgid "`move_line.amount_currency`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 -msgid "18" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 -msgid "Idevise" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 -msgid "Currency identifier (accepts null)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 -msgid "`currency.name`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:118 -msgid "These two fields can be found in place of the others in the sence above." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:121 -msgid "Montant" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:121 -msgid "Amount" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:121 -msgid "`move_line.debit` or `move_line.credit`" +#: ../../content/applications/finance/fiscal_localizations/france.rst:122 +msgid "Ensure the :guilabel:`Country` field is completed, then select :guilabel:`VAT` as the :guilabel:`Identification Number` and enter the corresponding number." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:124 -msgid "Sens" +msgid "In the :guilabel:`Sales & Purchase` tab, ensure the :guilabel:`SIRET` field is completed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:124 -msgid "Can be \"C\" for Credit or \"D\" for Debit" +#: ../../content/applications/finance/fiscal_localizations/france.rst:125 +msgid "In the :guilabel:`Accounting` tab, fill in the following fields in the :guilabel:`Customer Invoices` section:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:124 -msgid "determines `move_line.debit` or `move_line.credit`" +#: ../../content/applications/finance/fiscal_localizations/france.rst:128 +msgid ":guilabel:`eInvoice format`: Select :guilabel:`BIS Billing 3.0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:124 -msgid "Char" +#: ../../content/applications/finance/fiscal_localizations/france.rst:129 +msgid "Make sure :guilabel:`France SIRET` is selected in the next field, then type `11000201100044`, the reference used by Chorus Pro." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:131 -msgid "Implementation details" +#: ../../content/applications/finance/fiscal_localizations/france.rst:135 +msgid "Sending invoices to Chorus Pro" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:133 -msgid "The following accounting entities are imported from the FEC files: **Accounts, Journals, Partners**, and **Moves**." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:136 -msgid "Our module determines the encoding, the line-terminator character, and the separator that are used in the file." +#: ../../content/applications/finance/fiscal_localizations/france.rst:137 +msgid "To send invoices to Chorus Pro, follow these steps:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:139 -msgid "A check is then performed to see if every line has the correct number of fields corresponding to the header." +msgid "Go to :menuselection:`Accounting --> Customers --> Invoices` and open or create the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:140 +msgid "Make sure the following fields are filled in the :guilabel:`Other Info` tab:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:142 -msgid "If the check passes, then the file is read in full, kept in memory, and scanned. Accounting entities are imported one type at a time, in the following order." +msgid ":guilabel:`Buyer Reference`: :guilabel:`Service Exécutant` in Chorus Pro" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:143 +msgid ":guilabel:`Contract Reference`: :guilabel:`Numéro de Marché` in Chorus Pro" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:144 +msgid ":guilabel:`Purchase Order Reference`: :guilabel:`Engagement Juridique` in Chorus Pro" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:146 +msgid "Confirm the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:147 +msgid "Click :guilabel:`Send` and, in the :guilabel:`Print & Send` window, enable :guilabel:`By Peppol`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:148 -msgid "Accounts" +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:180 +msgid "Click :guilabel:`Send`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:150 -msgid "Every accounting entry is related to an account, which should be determined by the field `CompteNum`." +msgid "Once the invoice is sent, the Peppol status of the invoice is updated to :guilabel:`Done`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:156 -msgid "Code matching" +#: ../../content/applications/finance/fiscal_localizations/france.rst:153 +msgid ":ref:`Peppol `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:158 -msgid "Should a similar account code already be present in the system, the existing one is used instead of creating a new one." +msgid "FEC - Fichier des Écritures Comptables" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:161 -msgid "Accounts in Odoo generally have a number of digits that are default for the fiscal localization. As the FEC module is related to the French localization, the default number of relevant digits is 6." +#: ../../content/applications/finance/fiscal_localizations/france.rst:160 +msgid "An FEC :dfn:`Fichier des Écritures Comptables` audit file contains all the accounting data and entries recorded in all the accounting journals for a financial year. The entries in the file must be arranged in chronological order. Since January 2014, every French company is required to produce and transmit this file upon request by the tax authorities for audit purposes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:164 -msgid "This means that the account codes the trailing zeroes are right-trimmed, and that the comparison between the account codes in the FEC file and the ones already existing in Odoo is performed only on the first six digits of the codes." +#: ../../content/applications/finance/fiscal_localizations/france.rst:168 +msgid "FEC Import" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:169 -msgid "The account code `65800000` in the file is matched against an existing `658000` account in Odoo, and that account is used instead of creating a new one." +#: ../../content/applications/finance/fiscal_localizations/france.rst:170 +msgid ":doc:`Install ` the :guilabel:`France - FEC Import` (`l10n_fr_fec_import`) module to import FEC files from other software." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:175 -msgid "Reconcilable flag" +#: ../../content/applications/finance/fiscal_localizations/france.rst:173 +msgid "To enable this feature, go to :menuselection:`Accounting --> Configuration --> Settings`. In the :guilabel:`Accounting Import` section, click :icon:`oi-arrow-right` :guilabel:`Import` and :guilabel:`Import FEC`. Then, in the :guilabel:`FEC Import` window, upload the FEC file and click :guilabel:`Import`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:177 -msgid "An account is technically flagged as *reconcilable* if the first line in which it appears has the `EcritureLet` field filled out, as this flag means that the accounting entry is going to be reconciled with another one." +#: ../../content/applications/finance/fiscal_localizations/france.rst:179 +msgid "Importing FEC files from different years requires no particular actions or computations. However, if multiple files contain RAN :dfn:`Reports à Nouveaux` with the starting balance for the year, these entries are automatically marked as unnecessary in Odoo and may need to be deleted." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:183 -msgid "In case the line somehow has this field not filled out, but the entry still has to be reconciled with a payment that hasn't yet been recorded, this isn't a problem anyway; the account is flagged as reconcilable as soon as the import of the move lines requires it." +#: ../../content/applications/finance/fiscal_localizations/france.rst:186 +msgid "File formats" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:189 +msgid "FEC files must be in CSV format, as XML format is not supported." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:190 -msgid "Account type and templates matching" +msgid "The FEC CSV file is a plain text file structured as a data table. The first line serves as the header, defining the list of fields for each entry, and each following line represents a single accounting entry without any specific order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:192 -msgid "As the **type** of the account is not specified in the FEC format, **new** accounts are created with the default type *Current Assets* and then, at the end of the import process, they are matched against the installed Chart of Account templates. Also, the *reconcile* flag is also computed this way." +#: ../../content/applications/finance/fiscal_localizations/france.rst:194 +msgid "FEC files must comply with the following technical specifications:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:196 +msgid "**Encoding**: UTF-8, UTF-8-SIG and iso8859_15." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:197 -msgid "The match is done with the left-most digits, starting by using all digits, then 3, then 2." +msgid "**Separator**: any of these: `;` or `|` or `,` or `TAB`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:198 +msgid "**Line terminators**: both CR+LF (`\\\\r\\\\n`) and LF (`\\\\n`) character groups are supported." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:199 +msgid "**Date format**: `%Y%m%d`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:204 +msgid "Fields description and use" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:207 +msgid "#" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:207 +msgid "Field name" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:207 +msgid "Use" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:207 +msgid "Format" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:209 +msgid "01" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:209 +msgid "JournalCode" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:209 +msgid "Journal Code" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:209 +msgid "`journal.code` and `journal.name` if `JournalLib` is not provided" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:209 +#: ../../content/applications/finance/fiscal_localizations/france.rst:212 +#: ../../content/applications/finance/fiscal_localizations/france.rst:214 +#: ../../content/applications/finance/fiscal_localizations/france.rst:219 +#: ../../content/applications/finance/fiscal_localizations/france.rst:221 +#: ../../content/applications/finance/fiscal_localizations/france.rst:223 +#: ../../content/applications/finance/fiscal_localizations/france.rst:226 +#: ../../content/applications/finance/fiscal_localizations/france.rst:229 +#: ../../content/applications/finance/fiscal_localizations/france.rst:234 +#: ../../content/applications/finance/fiscal_localizations/france.rst:241 +#: ../../content/applications/finance/fiscal_localizations/france.rst:252 +msgid "Alphanumeric" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:212 +msgid "02" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:212 +msgid "JournalLib" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:212 +msgid "Journal Label" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:212 +msgid "`journal.name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:214 +msgid "03" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:214 +msgid "EcritureNum" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:214 +msgid "Numbering specific to each journal sequence number of the entry" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:214 +msgid "`move.name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:217 +msgid "04" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:217 +msgid "EcritureDate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:217 +msgid "Accounting entry Date" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:217 +#: ../../content/applications/finance/fiscal_localizations/france.rst:232 +msgid "`move.date`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:217 +#: ../../content/applications/finance/fiscal_localizations/france.rst:232 +#: ../../content/applications/finance/fiscal_localizations/france.rst:244 +#: ../../content/applications/finance/fiscal_localizations/france.rst:247 +msgid "Date (yyyyMMdd)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:219 +msgid "05" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:219 +#: ../../content/applications/finance/fiscal_localizations/france.rst:333 +msgid "CompteNum" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:219 +msgid "Account Number" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:219 +msgid "`account.code`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:221 +msgid "06" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:221 +msgid "CompteLib" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:221 +msgid "Account Label" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:221 +msgid "`account.name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:223 +msgid "07" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:223 +msgid "CompAuxNum" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:223 +msgid "Secondary account Number (accepts null)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:223 +msgid "`partner.ref`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:226 +msgid "08" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:226 +msgid "CompAuxLib" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:226 +msgid "Secondary account Label (accepts null)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:226 +msgid "`partner.name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:229 +msgid "09" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:229 +msgid "PieceRef" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:229 +msgid "Document Reference" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:229 +msgid "`move.ref` and `move.name` if `EcritureNum` is not provided" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:232 +msgid "PieceDate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:232 +msgid "Document Date" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:234 +msgid "11" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:234 +msgid "EcritureLib" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:234 +msgid "Account entry Label" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:234 +msgid "`move_line.name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:236 +msgid "Debit amount" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:236 +msgid "`move_line.debit`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:236 +#: ../../content/applications/finance/fiscal_localizations/france.rst:238 +#: ../../content/applications/finance/fiscal_localizations/france.rst:249 +#: ../../content/applications/finance/fiscal_localizations/france.rst:259 +msgid "Float" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:238 +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +msgid "13" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:238 +msgid "Credit amount (Field name \"Crédit\" is not allowed)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:238 +msgid "`move_line.credit`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:241 +msgid "14" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:241 +msgid "EcritureLet" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:241 +msgid "Accounting entry cross reference (accepts null)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:241 +msgid "`move_line.fec_matching_number`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:244 +msgid "15" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:244 +msgid "DateLet" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:244 +msgid "Accounting entry date (accepts null)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:244 +#: ../../content/applications/finance/fiscal_localizations/france.rst:247 +msgid "unused" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:247 +msgid "16" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:247 +msgid "ValidDate" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:247 +msgid "Accounting entry validation date" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:249 +msgid "17" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:249 +msgid "Montantdevise" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:249 +msgid "Currency amount (accepts null)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:249 +msgid "`move_line.amount_currency`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:252 +msgid "18" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:252 +msgid "Idevise" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:252 +msgid "Currency identifier (accepts null)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:252 +msgid "`currency.name`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:256 +msgid "These two fields appear in the same order as the others, replacing them." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:259 +msgid "Montant" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:259 +msgid "Amount" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:259 +msgid "`move_line.debit` or `move_line.credit`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +msgid "Sens" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +msgid "Can be \"C\" for Credit or \"D\" for Debit" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +msgid "determines `move_line.debit` or `move_line.credit`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +msgid "Char" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:269 +msgid "Implementation details" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:271 +msgid "The following accounting entities are imported from the FEC files: **Accounts, Journals, Partners**, and **Moves**. The module automatically determines the encoding, line terminator, and separator used in the file. Next, a check is performed to ensure that each line has the correct number of fields matching the header. If the check is successful, the entire file is read, stored in memory, and scanned. Accounting entities are then imported one type at a time in the following order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:280 +msgid "Accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:282 +msgid "Each accounting entry is associated with an account identified by the :guilabel:`CompteNum` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:287 +msgid "Code matching" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:289 +msgid "If an account with the same code already exists, the existing one is used rather than creating a new one. In Odoo, account numbers follow the default digit length of the fiscal localization. Since the FEC module is tied to the French localization, the default account length is 6 digits. This means that trailing zeros in account codes are removed, and the comparison between the account codes in the FEC file and those already in Odoo is made based only on the first six digits of the codes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:297 +msgid "The account code `65800000` in the file is matched with an existing `658000` account in Odoo, and the existing account is used instead of creating a new one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:303 +msgid "Reconcilable flag" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:305 +msgid "An account is technically flagged as *reconcilable* if the first line in which it appears has the :guilabel:`EcritureLet` field filled out, indicating that the accounting entry will be reconciled with another one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:310 +msgid "The field can be left empty on the line, but the entry must still be reconciled with an unrecorded payment. The account is flagged as reconcilable once the import of the move lines requires it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:317 +msgid "Account type and templates matching" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:319 +msgid "Since the account **type** is not specified in the FEC format, **new** accounts are created with the default type :guilabel:`Current Assets`. After the import process, they are matched against the installed Chart of Account templates. The *reconcile* flag is also determined this way." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:323 +msgid "The matching is performed by comparing the left-most digits, starting with all digits, followed by 3 digits, and then 2 digits." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:329 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:58 msgid "Code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:329 msgid "Full comparison" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:329 msgid "3-digits comparison" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:329 msgid "2-digits comparison" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:204 +#: ../../content/applications/finance/fiscal_localizations/france.rst:331 #: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:204 -#: ../../content/applications/finance/fiscal_localizations/france.rst:204 +#: ../../content/applications/finance/fiscal_localizations/france.rst:331 +#: ../../content/applications/finance/fiscal_localizations/france.rst:331 msgid "`400000`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:204 +#: ../../content/applications/finance/fiscal_localizations/france.rst:331 msgid "`400`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:204 -#: ../../content/applications/finance/fiscal_localizations/france.rst:206 +#: ../../content/applications/finance/fiscal_localizations/france.rst:331 +#: ../../content/applications/finance/fiscal_localizations/france.rst:333 msgid "`40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:206 -#: ../../content/applications/finance/fiscal_localizations/france.rst:206 +#: ../../content/applications/finance/fiscal_localizations/france.rst:333 +#: ../../content/applications/finance/fiscal_localizations/france.rst:333 msgid "`40100000`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:206 +#: ../../content/applications/finance/fiscal_localizations/france.rst:333 msgid "`401`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:208 +#: ../../content/applications/finance/fiscal_localizations/france.rst:335 msgid "**Result**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:208 +#: ../../content/applications/finance/fiscal_localizations/france.rst:335 msgid "Match **found**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:211 -msgid "The type of the account is then flagged as *payable* and *reconcilable* as per the account template." +#: ../../content/applications/finance/fiscal_localizations/france.rst:338 +msgid "The account type is then flagged as :guilabel:`payable` and :guilabel:`reconcilable` based on the account template." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:218 -msgid "Journals are also checked against those already existing in Odoo to avoid duplicates, also in the case of multiple FEC files imports." +#: ../../content/applications/finance/fiscal_localizations/france.rst:346 +msgid "Journals are checked against the existing ones in Odoo to avoid duplicates, even when importing multiple FEC files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:221 -msgid "Should a similar journal code already be present in the system, the existing one is used instead of creating a new one." +#: ../../content/applications/finance/fiscal_localizations/france.rst:349 +msgid "If a journal with the same code already exists, the existing journal is used instead of creating a new one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:224 -msgid "New journals have their name prefixed by the string ``FEC-``." +#: ../../content/applications/finance/fiscal_localizations/france.rst:352 +msgid "New journals have the prefix :guilabel:`FEC-` added to their name. For example, :guilabel:`ACHATS` becomes :guilabel:`FEC-ACHATS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:227 -msgid "`ACHATS` -> `FEC-ACHATS`" +#: ../../content/applications/finance/fiscal_localizations/france.rst:356 +msgid "Journals are *not* archived, allowing the user to manage them as desired." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:229 -msgid "The journals are *not* archived, the user is entitled to handle them as he wishes." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:234 +#: ../../content/applications/finance/fiscal_localizations/france.rst:361 msgid "Journal type determination" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:236 -msgid "The journal type is also not specified in the format (as per the accounts) and therefore it is at first created with the default type `general`." +#: ../../content/applications/finance/fiscal_localizations/france.rst:363 +msgid "The journal type is not specified in the format (similar to the accounts) and is initially created with the default type :guilabel:`general`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:239 -msgid "At the end of the import process, the type is determined as per these rules regarding related moves and accounts:" +#: ../../content/applications/finance/fiscal_localizations/france.rst:366 +msgid "At the end of the import process, the journal type is determined based on the following rules regarding related moves and accounts:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:0 -msgid "`bank`: Moves in these journals always have a line (debit or credit) impacting a liquidity account." +msgid ":guilabel:`bank`: Moves in these journals always include a line (debit or credit) impacting a liquidity account." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:0 -msgid "`cash` / `bank` can be interchanged, so `bank` is set everywhere when this condition is met." +msgid ":guilabel:`cash` / :guilabel:`bank` can be interchanged, so :guilabel:`bank` is assigned when this condition is met." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:0 -msgid "`sale`: Moves in these journals mostly have debit lines on receivable accounts and credit lines on tax income accounts." +msgid ":guilabel:`sale`: Moves in these journals mostly have debit lines on receivable accounts and credit lines on tax income accounts." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:0 @@ -24501,7 +25096,7 @@ msgid "Sale refund journal items are debit/credit inverted." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:0 -msgid "`purchase`: Moves in these journals mostly have credit lines on payable accounts and debit lines on expense accounts." +msgid ":guilabel:`purchase`: Moves in these journals mostly have credit lines on payable accounts and debit lines on expense accounts." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:0 @@ -24509,500 +25104,476 @@ msgid "Purchase refund journal items are debit/credit inverted." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:0 -msgid "`general`: for everything else." +msgid ":guilabel:`general`: Used for everything else." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:255 -msgid "A minimum of three moves is necessary for journal type identification." +#: ../../content/applications/finance/fiscal_localizations/france.rst:382 +msgid "A minimum of three moves is required to identify the journal type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:256 -msgid "A threshold of 70% of moves must correspond to a criteria for a journal type to be determined." +#: ../../content/applications/finance/fiscal_localizations/france.rst:383 +msgid "A threshold of 70% of the moves must meet the criteria for a journal type to be determined." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:259 -msgid "Suppose we are analyzing the moves that share a certain `journal_id`." +#: ../../content/applications/finance/fiscal_localizations/france.rst:386 +msgid "Suppose we are analyzing the moves that share a certain :guilabel:`journal_id`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:262 -#: ../../content/applications/finance/fiscal_localizations/france.rst:297 +#: ../../content/applications/finance/fiscal_localizations/france.rst:389 +#: ../../content/applications/finance/fiscal_localizations/france.rst:419 msgid "Moves" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +#: ../../content/applications/finance/fiscal_localizations/france.rst:389 msgid "Count" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +#: ../../content/applications/finance/fiscal_localizations/france.rst:389 msgid "Percentage" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:264 +#: ../../content/applications/finance/fiscal_localizations/france.rst:391 msgid "that have a sale account line and no purchase account line" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:266 +#: ../../content/applications/finance/fiscal_localizations/france.rst:393 msgid "that have a purchase account line and no sale account line" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:266 +#: ../../content/applications/finance/fiscal_localizations/france.rst:393 msgid "25%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:268 +#: ../../content/applications/finance/fiscal_localizations/france.rst:395 msgid "that have a liquidity account line" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:268 +#: ../../content/applications/finance/fiscal_localizations/france.rst:395 msgid "3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:268 +#: ../../content/applications/finance/fiscal_localizations/france.rst:395 msgid "**75%**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:270 +#: ../../content/applications/finance/fiscal_localizations/france.rst:397 #: ../../content/applications/finance/fiscal_localizations/india.rst:188 #: ../../content/applications/finance/fiscal_localizations/india.rst:202 msgid "**Total**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:270 +#: ../../content/applications/finance/fiscal_localizations/france.rst:397 msgid "4" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:270 +#: ../../content/applications/finance/fiscal_localizations/france.rst:397 msgid "100%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:273 -msgid "The journal `type` would be `bank`, because the bank moves percentage (75%) exceeds the threshold (70%)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:279 -msgid "Partners" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:281 -msgid "Each partner keeps its `Reference` from the field `CompAuxNum`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:285 -msgid "These fields are searchable, in line with former FEC imports on the accounting expert's side for fiscal/audit purposes." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:290 -msgid "Users can merge partners with the Data Cleaning App, where Vendors and Customers or similar partner entries may be merged by the user, with assistance from the system that groups them by similar entries." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:299 -msgid "Entries are immediately posted and reconciled after submission, using the `EcritureLet` field to do the matching between the entries themselves." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:302 -msgid "The `EcritureNum` field represents the name of the moves. We noticed that sometimes it may not be filled out. In this case, the field `PieceRef` is used." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:308 -msgid "Rounding issues" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:310 -msgid "There is a rounding tolerance with a currency-related precision on debit and credit (i.e., 0.01 for EUR). Under this tolerance, a new line is added to the move, named *Import rounding difference*, targeting the accounts:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:314 -msgid "`658000` Charges diverses de gestion courante, for added debits" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:315 -msgid "`758000` Produits divers de gestion courante, for added credits" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:320 -msgid "Missing move name" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:322 -msgid "Should the `EcritureNum` not be filled out, it may also happen that the `PieceRef` field is also not suited to determine the move name (it may be used as an accounting move line reference) leaving no way to actually find which lines are to be grouped in a single move, and effectively impeding the creation of balanced moves." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:327 -msgid "One last attempt is made, grouping all lines from the same journal and date (`JournalLib`, `EcritureDate`). Should this grouping generate balanced moves (sum(credit) - sum(debit) = 0), then each different combination of journal and date creates a new move." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:332 -msgid "`ACH` + `2021/05/01` --> new move on journal `ACH` with name `20210501`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:334 -msgid "Should this attempt fail, the user is prompted an error message with all the move lines that are supposedly unbalanced." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:342 -msgid "If a line has the partner information specified, the information is copied to the accounting move itself if the targeted Journal is of type *payable* or *receivable*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:348 -msgid "Export" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:350 -msgid "If you have installed the French :ref:`fiscal localization package `, you should be able to download the FEC. To do so, go to :menuselection:`Accounting --> Reporting --> France --> FEC`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:356 -msgid "If you do not see the submenu **FEC**, go to :menuselection:`Apps`, remove the *Apps* filter, then search for the module named **France-FEC** and make sure it is installed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:361 -msgid "`Official Technical Specification (fr) `_" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:363 -msgid "`Test-Compta-Demat (Official FEC Testing tool) `_" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:369 -msgid "French accounting reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:371 -msgid "If you have installed the French Accounting, you will have access to some accounting reports specific to France:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:374 -msgid "Bilan comptable" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:375 -msgid "Compte de résultats" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:376 -msgid "Plan de Taxes France" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:381 -msgid "Liasse fiscale" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:383 -msgid "The *liasse fiscale* (tax returns) is a collection of standardized financial documents that businesses must submit annually to the tax authorities. It comprehensively summarizes the company’s financial activities and determines corporate taxes." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:387 -msgid "`Teledec `_ is a platform used to prepare and submit tax returns using data from accounting records. To synchronize your accounting data stored in Odoo with Teledec and electronically send your company's *liasse fiscale* to the DGFiP (Direction Générale des Finances Publiques), follow these steps:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:392 -msgid ":ref:`localization/france/teledec-account`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:393 -msgid ":ref:`localization/france/teledec-registration`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:394 -msgid ":ref:`localization/france/teledec-synchronization`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:399 -msgid "Teledec account creation" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:401 -msgid "To create a Teledec account, access the `Teledec account creation page `_ and fill in the :guilabel:`Adresse e-mail` field with an email address. Choose a secure password, accept the general terms and conditions by checking the box, and click :guilabel:`S'enregistrer` to save. Then, enter the :abbr:`SIREN (Système d'identification du répertoire des entreprises, Business Directory Identification System)` number of the company." +#: ../../content/applications/finance/fiscal_localizations/france.rst:400 +msgid "The journal :guilabel:`type` would be :guilabel:`bank`, because the bank's move percentage (75%) exceeds the threshold (70%)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:408 -msgid "If the account has already been created, click :guilabel:`Déjà enregistré?` (Already registered)." +msgid "Each contact keeps its :guilabel:`Reference` from the :guilabel:`CompAuxNum` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:413 -msgid "Company registration and fiscal year information" +#: ../../content/applications/finance/fiscal_localizations/france.rst:411 +msgid "These fields are searchable based on previous FEC imports for fiscal/audit purposes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:415 -msgid "To register the company on Teledec, go to :guilabel:`Vos entreprises` (Your companies) and click :guilabel:`Enregistrer votre entreprise` (Register your company). Make sure to fill in the following company information in the :guilabel:`Coordonnées de l'entreprise` (Company's details) and :guilabel:`Représentant légal` (Legal representative) sections:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:420 -msgid ":guilabel:`Nom de l'entreprise`: Company's name." +#: ../../content/applications/finance/fiscal_localizations/france.rst:414 +msgid "Similar and potential duplicate contacts can be merged using the Data Cleaning App." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:421 -msgid ":guilabel:`Forme juridique`: Select the company's legal form." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:422 -msgid ":guilabel:`Les comptes sont clôturés le`: Closing date." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:423 -msgid ":guilabel:`Régime d'imposition, choix de la liasse`: Select the Tax scheme and tax return option." +msgid "Entries are posted and reconciled immediately upon submission, with the :guilabel:`EcritureLet` field used to match the entries." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:424 -msgid ":guilabel:`Adresse du siège social`: Head office address." +msgid "The :guilabel:`EcritureNum` field represents the name of the moves, but it may sometimes be left empty. In such cases, the :guilabel:`PieceRef` field is used instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:425 -msgid ":guilabel:`Nom du représentant légal`: Legal representative's name." +#: ../../content/applications/finance/fiscal_localizations/france.rst:430 +msgid "Rounding issues" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:426 -msgid ":guilabel:`Agissant en qualité de`: Legal representative's function." +#: ../../content/applications/finance/fiscal_localizations/france.rst:432 +msgid "A rounding tolerance is applied based on currency precision for debit and credit amounts (i.e., 0.01 for EUR). If the difference falls under this tolerance, a new line is added to the move, called :guilabel:`Import rounding difference`, targeting the following accounts:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:427 -msgid ":guilabel:`Numéro de téléphone`: Phone number." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:429 -msgid "Click :guilabel:`Sauvegarder` (Save) to display the next step :guilabel:`Informations générales sur l'exercice déclaré` (General information about the declared fiscal year). Then, fill in information on the financial year, such as the fiscal year start and end dates or the closing date and duration of the previous fiscal period. After saving, the list of documents included in the *liasse fiscale* is displayed, including both standard tax forms and those customized for the company’s tax return." +#: ../../content/applications/finance/fiscal_localizations/france.rst:436 +msgid "`658000` Charges diverses de gestion courante, for added debits" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:437 -msgid "The :guilabel:`Etat` (Status) column shows the progress of the document filing." +msgid "`758000` Produits divers de gestion courante, for added credits" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:438 -msgid "Click :guilabel:`Compléter` to fill out a document, then :guilabel:`Sauvegarder` to save." +#: ../../content/applications/finance/fiscal_localizations/france.rst:442 +msgid "Missing move name" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:439 -msgid "To print a blank version of the declaration, click :guilabel:`Imprimer la déclaration` and select the :guilabel:`Imprimer la déclaration avec les notices` option." +#: ../../content/applications/finance/fiscal_localizations/france.rst:444 +msgid "If the the :guilabel:`EcritureNum` field is not filled out and :guilabel:`PieceRef` field is not suited to determine the move name (it may be used as an accounting move line reference), it becomes impossible to identify which lines should be grouped into a single move, and effectively preventing the creation of balanced moves." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:445 -msgid "Odoo synchronization" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:447 -msgid "To enable Odoo to automatically fill in the data for the :guilabel:`Liasse fiscale`, click :guilabel:`Autres actions` (Other actions) in the top-right corner and select :guilabel:`Synchroniser avec un logiciel tiers` (Synchronize with third-party software), then :guilabel:`Synchroniser cette liasse avec Odoo` (Synchronize this *liasse* with Odoo)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:452 -msgid "In the :guilabel:`Synchroniser cette liasse avec Odoo` window, fill in the following information to complete the synchronization:" +#: ../../content/applications/finance/fiscal_localizations/france.rst:449 +msgid "In such cases, a final attempt is made to group all lines by the same journal and date (:guilabel:`JournalLib`, :guilabel:`EcritureDate`). If this grouping generates balanced moves (sum(credit) - sum(debit) = 0), then each different combination of journal and date creates a new move." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:455 -msgid ":guilabel:`Nom / URL complète de la base de données ODOO`: Odoo database name or URL. To provide the full URL of the database, enable :guilabel:`Je voudrais donner une url complète hors .odoo.com` option." +msgid "`ACH` + `2021/05/01` --> new move on journal `ACH` with name `20210501`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:458 -msgid ":guilabel:`Nom de l'utilisateur`: User name associated with the Odoo account." +#: ../../content/applications/finance/fiscal_localizations/france.rst:457 +msgid "If this attempt fails, an error message is displayed, listing all the move lines that are considered unbalanced." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:459 -msgid ":guilabel:`Clé API`: :ref:`API key ` generated by the Odoo instance." +#: ../../content/applications/finance/fiscal_localizations/france.rst:463 +msgid "Contact information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:461 -msgid "Next, click :guilabel:`Importer` to synch data from Odoo. In the :guilabel:`Confirmation de la synchronisation de liasse avec Odoo` window, review the amounts and make any necessary changes. Then click :guilabel:`Importer la balance` to confirm the synchronization of the *liasse fiscale* with Odoo and import the balance." +#: ../../content/applications/finance/fiscal_localizations/france.rst:465 +msgid "If a line includes contact information, it is copied to the accounting move itself, provided the targeted journal is of type :guilabel:`payable` or :guilabel:`receivable`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:467 -msgid "Clicking :guilabel:`Importer la balance` may overwrite or alter any manual updates made previously." +#: ../../content/applications/finance/fiscal_localizations/france.rst:471 +msgid "FEC Export" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:470 -msgid "To make payment and send the declaration to the tax authorities, click :guilabel:`Paiement & envoi de la déclaration`." +#: ../../content/applications/finance/fiscal_localizations/france.rst:473 +msgid "To download the FEC, go to :menuselection:`Accounting --> Reporting --> General Ledger`. Click the :icon:`fa-cog` :guilabel:`(gear)` icon and select :guilabel:`FEC`. In the :guilabel:`FEC File Generation` window, fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:476 -msgid "Get the VAT anti-fraud certification with Odoo" +#: ../../content/applications/finance/fiscal_localizations/france.rst:477 +msgid ":guilabel:`Start Date`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:478 -msgid "As of January 1st 2018, a new anti-fraud legislation comes into effect in France and DOM-TOM. This new legislation stipulates certain criteria concerning the inalterability, security, storage and archiving of sales data. These legal requirements are implemented in Odoo, version 9 onward, through a module and a certificate of conformity to download." +msgid ":guilabel:`End Date`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:487 -msgid "Is my company required to use anti-fraud software?" +#: ../../content/applications/finance/fiscal_localizations/france.rst:479 +msgid ":guilabel:`Test File`: Enable this option to test the FEC file generation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:489 -msgid "Your company is required to use an anti-fraud cash register software like Odoo (CGI art. 286, I. 3° bis) if:" +#: ../../content/applications/finance/fiscal_localizations/france.rst:480 +msgid ":guilabel:`Exclude lines at 0`: Enable this option if needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:492 -msgid "You are taxable (not VAT exempt) in France or any DOM-TOM," +#: ../../content/applications/finance/fiscal_localizations/france.rst:481 +msgid ":guilabel:`Excluded Journals`: Select the journal(s) to exclude." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:493 -msgid "Some of your customers are private individuals (B2C)." +#: ../../content/applications/finance/fiscal_localizations/france.rst:483 +msgid "Then, click :guilabel:`Generate`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:495 -msgid "This rule applies to any company size. Auto-entrepreneurs are exempted from VAT and therefore are not affected." +#: ../../content/applications/finance/fiscal_localizations/france.rst:486 +msgid "`Official Technical Specification (fr) `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:501 -msgid "Get certified with Odoo" +#: ../../content/applications/finance/fiscal_localizations/france.rst:488 +msgid "`Test-Compta-Demat (Official FEC Testing tool) `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:503 -msgid "Getting compliant with Odoo is very easy." +#: ../../content/applications/finance/fiscal_localizations/france.rst:494 +msgid "Liasse fiscale" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:496 +msgid "The *liasse fiscale* (tax returns) is a collection of standardized financial documents that businesses must submit annually to the tax authorities. It comprehensively summarizes the company’s financial activities and determines corporate taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:500 +msgid "`Teledec `_ is a platform used to prepare and submit tax returns using data from accounting records. To synchronize your accounting data stored in Odoo with Teledec and electronically send your company's *liasse fiscale* to the DGFiP (Direction Générale des Finances Publiques), follow these steps:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:505 -msgid "Your company is requested by the tax administration to deliver a certificate of conformity testifying that your software complies with the anti-fraud legislation. This certificate is granted by Odoo SA to Odoo Enterprise users `here `_. If you use Odoo Community, you should :doc:`upgrade to Odoo Enterprise ` or contact your Odoo service provider." +msgid ":ref:`localization/france/teledec-account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:506 +msgid ":ref:`localization/france/teledec-registration`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:507 +msgid ":ref:`localization/france/teledec-synchronization`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:512 -msgid "In case of non-conformity, your company risks a fine of €7,500." +msgid "Teledec account creation" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:514 -msgid "To get the certification, just follow the following steps:" +msgid "To create a Teledec account, access the `Teledec account creation page `_ and fill in the :guilabel:`Adresse e-mail` field with an email address. Choose a secure password, accept the general terms and conditions by checking the box, and click :guilabel:`S'enregistrer` to save. Then, enter the :abbr:`SIREN (Système d'identification du répertoire des entreprises, Business Directory Identification System)` number of the company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:516 -msgid "If you use **Odoo Point of Sale**, :ref:`install ` the **France - VAT Anti-Fraud Certification for Point of Sale (CGI 286 I-3 bis)** module by going to :menuselection:`Apps`, removing the *Apps* filter, then searching for *l10n_fr_pos_cert*, and installing the module." +#: ../../content/applications/finance/fiscal_localizations/france.rst:521 +msgid "If the account has already been created, click :guilabel:`Déjà enregistré?` (Already registered)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:520 -msgid "Make sure a country is set on your company, otherwise your entries won’t be encrypted for the inalterability check. To edit your company’s data, go to :menuselection:`Settings --> Users & Companies --> Companies`. Select a country from the list; Do not create a new country." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:524 -msgid "Download the mandatory certificate of conformity delivered by Odoo SA `here `__." +#: ../../content/applications/finance/fiscal_localizations/france.rst:526 +msgid "Company registration and fiscal year information" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:528 -msgid "To install the module in any system created before December 18th 2017, you should update the modules list. To do so, activate the :ref:`developer mode `. Then go to the *Apps* menu and press *Update Modules List* in the top-menu." +msgid "To register the company on Teledec, go to :guilabel:`Vos entreprises` (Your companies) and click :guilabel:`Enregistrer votre entreprise` (Register your company). Make sure to fill in the following company information in the :guilabel:`Coordonnées de l'entreprise` (Company's details) and :guilabel:`Représentant légal` (Legal representative) sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:532 -msgid "In case you run Odoo on-premise, you need to update your installation and restart your server beforehand." +#: ../../content/applications/finance/fiscal_localizations/france.rst:533 +msgid ":guilabel:`Nom de l'entreprise`: Company's name." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:534 -msgid "If you have installed the initial version of the anti-fraud module (prior to December 18th 2017), you need to update it. The module's name was *France - Accounting - Certified CGI 286 I-3 bis*. After an update of the modules list, search for the updated module in *Apps*, select it and click *Upgrade*. Finally, make sure the following module *l10n_fr_sale_closing* is installed." +msgid ":guilabel:`Forme juridique`: Select the company's legal form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:545 -msgid "Anti-fraud features" +#: ../../content/applications/finance/fiscal_localizations/france.rst:535 +msgid ":guilabel:`Les comptes sont clôturés le`: Closing date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:547 -msgid "The anti-fraud module introduces the following features:" +#: ../../content/applications/finance/fiscal_localizations/france.rst:536 +msgid ":guilabel:`Régime d'imposition, choix de la liasse`: Select the Tax scheme and tax return option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:549 -msgid "**Inalterability**: deactivation of all the ways to cancel or modify key data of POS orders, invoices and journal entries;" +#: ../../content/applications/finance/fiscal_localizations/france.rst:537 +msgid ":guilabel:`Adresse du siège social`: Head office address." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:538 +msgid ":guilabel:`Nom du représentant légal`: Legal representative's name." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:539 +msgid ":guilabel:`Agissant en qualité de`: Legal representative's function." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:540 +msgid ":guilabel:`Numéro de téléphone`: Phone number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:542 +msgid "Click :guilabel:`Sauvegarder` (Save) to display the next step :guilabel:`Informations générales sur l'exercice déclaré` (General information about the declared fiscal year). Then, fill in information on the financial year, such as the fiscal year start and end dates or the closing date and duration of the previous fiscal period. After saving, the list of documents included in the *liasse fiscale* is displayed, including both standard tax forms and those customized for the company’s tax return." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:550 +msgid "The :guilabel:`Etat` (Status) column shows the progress of the document filing." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:551 -msgid "**Security**: chaining algorithm to verify the inalterability;" +msgid "Click :guilabel:`Compléter` to fill out a document, then :guilabel:`Sauvegarder` to save." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:552 -msgid "**Storage**: automatic sales closings with computation of both period and cumulative totals (daily, monthly, annually)." +msgid "To print a blank version of the declaration, click :guilabel:`Imprimer la déclaration` and select the :guilabel:`Imprimer la déclaration avec les notices` option." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:558 -msgid "Inalterability" +msgid "Odoo synchronization" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:560 -msgid "All the possible ways to cancel and modify key data of paid POS orders, confirmed invoices and journal entries are deactivated, if the company is located in France or in any DOM-TOM." +msgid "To enable Odoo to automatically fill in the data for the :guilabel:`Liasse fiscale`, click :guilabel:`Autres actions` (Other actions) in the top-right corner and select :guilabel:`Synchroniser avec un logiciel tiers` (Synchronize with third-party software), then :guilabel:`Synchroniser cette liasse avec Odoo` (Synchronize this *liasse* with Odoo)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:566 -msgid "If you run a multi-companies environment, only the documents of such companies are impacted." +#: ../../content/applications/finance/fiscal_localizations/france.rst:565 +msgid "In the :guilabel:`Synchroniser cette liasse avec Odoo` window, fill in the following information to complete the synchronization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:568 +msgid ":guilabel:`Nom / URL complète de la base de données Odoo`: Odoo database name or URL. To provide the full URL of the database, enable :guilabel:`Je voudrais donner une url complète hors .odoo.com` option." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:571 -msgid "Security" +msgid ":guilabel:`Nom de l'utilisateur`: User name associated with the Odoo account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:573 -msgid "To ensure inalterability, every order or journal entry is encrypted upon validation. This number (or hash) is calculated from the key data of the document as well as from the hash of the precedent documents." +#: ../../content/applications/finance/fiscal_localizations/france.rst:572 +msgid ":guilabel:`Clé API`: :ref:`API key ` generated by the Odoo instance." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:578 -msgid "The module introduces an interface to test the data inalterability. If any information is modified on a document after its validation, the test will fail. The algorithm recomputes all the hashes and compares them against the initial ones. In case of failure, the system points out the first corrupted document recorded in the system." +#: ../../content/applications/finance/fiscal_localizations/france.rst:575 +msgid "In a multi-company setup, the following configurations are required in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:584 -msgid "Users with *Manager* access rights can launch the inalterability check. For POS orders, go to :menuselection:`Point of Sales --> Reporting --> French Statements`. For invoices or journal entries, go to :menuselection:`Invoicing/Accounting --> Reporting --> French Statements`." +#: ../../content/applications/finance/fiscal_localizations/france.rst:577 +msgid "The user linked to the generated :ref:`API key ` must have :ref:`access ` to the company intended for synchronization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:593 -msgid "Storage" +#: ../../content/applications/finance/fiscal_localizations/france.rst:579 +msgid "This company must also be set as the user's :guilabel:`Default Company`, as Teledec always synchronizes with the user's default company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:595 -msgid "The system also processes automatic sales closings on a daily, monthly and annual basis. Such closings distinctly compute the sales total of the period as well as the cumulative grand totals from the very first sales entry recorded in the system." +#: ../../content/applications/finance/fiscal_localizations/france.rst:582 +msgid "Next, click :guilabel:`Importer` to synch data from Odoo. In the :guilabel:`Confirmation de la synchronisation de liasse avec Odoo` window, review the amounts and make any necessary changes. Then click :guilabel:`Importer la balance` to confirm the synchronization of the *liasse fiscale* with Odoo and import the balance." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:601 -msgid "Closings can be found in the *French Statements* menu of Point of Sale, Invoicing and Accounting apps." +#: ../../content/applications/finance/fiscal_localizations/france.rst:588 +msgid "Clicking :guilabel:`Importer la balance` may overwrite or alter any manual updates made previously." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:606 -msgid "Closings compute the totals for journal entries of sales journals (Journal Type = Sales)." +#: ../../content/applications/finance/fiscal_localizations/france.rst:591 +msgid "To make payment and send the declaration to the tax authorities, click :guilabel:`Paiement & envoi de la déclaration`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:608 -msgid "For multi-companies environments, such closings are performed by company." +#: ../../content/applications/finance/fiscal_localizations/france.rst:597 +msgid "Point of sale" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:610 -msgid "POS orders are posted as journal entries at the closing of the POS session. Closing a POS session can be done anytime. To prompt users to do it on a daily basis, the module prevents from resuming a session opened more than 24 hours ago. Such a session must be closed before selling again." +#: ../../content/applications/finance/fiscal_localizations/france.rst:602 +msgid "VAT anti-fraud certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:616 -msgid "A period’s total is computed from all the journal entries posted after the previous closing of the same type, regardless of their posting date. If you record a new sales transaction for a period already closed, it will be counted in the very next closing." +#: ../../content/applications/finance/fiscal_localizations/france.rst:604 +msgid "Since January 2018, new anti-fraud legislation has been in effect in France and its overseas territories (DOM-TOM). This legislation establishes specific requirements for the integrity, security, storage, and archiving of sales data. Odoo complies with these legal requirements by providing a module and a downloadable certificate of conformity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:623 -msgid "For test & audit purposes such closings can be manually generated in the :ref:`developer mode `." +#: ../../content/applications/finance/fiscal_localizations/france.rst:609 +msgid "Anti-fraud cash register software, such as Odoo (CGI art. 286, I. 3° bis), is required for companies taxable in France or DOM-TOM, where some customers are private individuals (B2C). This rule applies to all company sizes, but auto-entrepreneurs exempt from VAT are unaffected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:625 -msgid "Then go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:630 -msgid "Responsibilities" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:632 -msgid "Do not uninstall the module! If you do so, the hashes will be reset and none of your past data will be longer guaranteed as being inalterable." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:635 -msgid "Users remain responsible for their Odoo instance and must use it with due diligence. It is not permitted to modify the source code which guarantees the inalterability of data." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:639 -msgid "Odoo absolves itself of all and any responsibility in case of changes in the module’s functions caused by 3rd party applications not certified by Odoo." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:645 -msgid "More information" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:647 -msgid "You can find more information about this legislation in the following official documents." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/france.rst:651 +#: ../../content/applications/finance/fiscal_localizations/france.rst:614 msgid "`Frequently Asked Questions `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:653 +#: ../../content/applications/finance/fiscal_localizations/france.rst:616 msgid "`Official Statement `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:655 +#: ../../content/applications/finance/fiscal_localizations/france.rst:618 msgid "`Item 88 of Finance Law 2016 `_" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/france.rst:624 +msgid "Odoo certification" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:626 +msgid "The tax administration requires all companies to provide a certificate of conformity confirming that their software complies with anti-fraud legislation. In case of non-compliance, a €7,500 fine may be imposed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:631 +msgid "This `certificate `_ is granted by Odoo SA to Odoo Enterprise users." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:634 +msgid "To get the certification, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:636 +msgid ":doc:`Install ` the :guilabel:`France - VAT Anti-Fraud Certification for Point of Sale (CGI 286 I-3 bis)` (`l10n_fr_pos_cert`) module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:638 +msgid "Set the :guilabel:`Country` field on the :doc:`company record ` to encrypt entries for the inalterability check." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:640 +msgid "Download the mandatory `certificate of conformity `_ delivered by Odoo SA." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:646 +msgid "Anti-fraud features" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:648 +msgid "The anti-fraud module introduces the following features:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:650 +msgid ":ref:`Inalterability `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:651 +msgid ":ref:`Security `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:652 +msgid ":ref:`Storage `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:657 +msgid "Inalterability" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:659 +msgid "All methods to cancel or modify key data in POS orders, invoices, and journal entries are deactivated for companies located in France or any DOM-TOM." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:663 +msgid "In a multi-company environment, only the documents of such companies are impacted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:668 +msgid "Security" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:670 +msgid "To ensure inalterability, every order or journal entry is encrypted upon validation. This number (or hash) is calculated from the document's key data and the hash of the precedent documents. The module introduces an interface to test the data's inalterability. The test will fail if any information is modified on a document after its validation. The algorithm recomputes all the hashes and compares them against the initial ones. In case of failure, the system points out the first corrupted document recorded in the system." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:677 +msgid "Only users with :doc:`administrator ` access rights can initiate the inalterability check:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:680 +msgid "For POS orders, go to :menuselection:`Point of Sales --> Reporting --> POS Inalterability Check`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:681 +msgid "For journal entries, go to :menuselection:`Invoicing/Accounting --> Configuration --> Settings`. In the :guilabel:`Reporting` section, click :guilabel:`Download the Data Inalterability Check Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:688 +msgid "Storage" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:690 +msgid "The system also processes automatic sales closings daily, monthly, and annually. Such closings compute the sales total for the period and the cumulative grand totals from the very first sales entry recorded in the system." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:694 +msgid "To access closings, either go to :menuselection:`Point of Sales --> Reporting --> Sales Closings` or :menuselection:`Invoicing/Accounting --> Reporting --> Sales Closings`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:698 +msgid "Closings compute the totals for journal entries of sales journals (Journal Type = Sales)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:699 +msgid "For multi-companies environments, such closings are performed by company." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:700 +msgid "POS orders are posted as journal entries at the closing of the POS session. Closing a POS session can be done anytime. To prompt users to do it daily, the module prevents them from resuming a session that was opened more than 24 hours ago. Such a session must be closed before selling again." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:704 +msgid "A period’s total is computed from all the journal entries posted after the previous closing of the same type, regardless of their posting date. Recording a new sales transaction for a period already closed will be counted in the very next closing." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:709 +msgid "For test & audit purposes, closings can be manually generated in :ref:`developer mode `. To do so, go to :menuselection:`Settings --> Technical --> Scheduled Actions`. In the scheduled actions list view, open the desired :guilabel:`Sale Closing` action and click :guilabel:`Run manually`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:717 +msgid "Responsibilities" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:719 +msgid "Uninstalling this module will reset the security hashes. This means the system will no longer guarantee the integrity of the past data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:722 +msgid "Users are responsible for their Odoo system and must operate it carefully. Modifying source code responsible for ensuring data integrity is not allowed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:725 +msgid "Odoo is not responsible for any issues with this module's functionality if caused by uncertified third-party applications." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/germany.rst:3 msgid "Germany" msgstr "" @@ -27593,6 +28164,7 @@ msgid "Type `3333`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:658 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:687 msgid "Press :guilabel:`Chiave`. The screen displays :guilabel:`Scelta Funzione`." msgstr "" @@ -27641,10 +28213,6 @@ msgstr "" msgid "To set up the fiscal printer using the keyboard, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:687 -msgid "Press :guilabel:`Chiave`. The screen displays :guilabel:`Scleta Funzione`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/italy.rst:688 msgid "Type `34`. The screen displays :guilabel:`Web Server`." msgstr "" @@ -27802,10 +28370,6 @@ msgstr "" msgid ":doc:`Jordan Payroll localization documentation <../../hr/payroll/payroll_localizations/jordan>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/jordan.rst:38 -msgid "Localization overview" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/jordan.rst:40 msgid "The Jordanian localization package ensures compliance with Jordanian fiscal and accounting regulations. It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of accounts tailored to Jordan's standards." msgstr "" @@ -27822,10 +28386,6 @@ msgstr "" msgid ":ref:`localizations/jordan/taxes`: pre-configured tax rates, including standard VAT, zero-rated, and exempt options" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/jordan.rst:51 -msgid ":doc:`../accounting/taxes/fiscal_positions`: automated tax adjustments based on customer or supplier registration status" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/jordan.rst:53 msgid ":ref:`localizations/jordan/tax-reporting`: detailed overview of your net tax liability" msgstr "" @@ -27987,10 +28547,6 @@ msgstr "" msgid "Go to :menuselection:`Accounting --> Customers --> Invoices` and open a confirmed (posted) invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/jordan.rst:180 -msgid "Click :guilabel:`Send`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/jordan.rst:181 msgid "In the :guilabel:`Send` window, select :guilabel:`JoFotara (Jordan EDI)` and click :guilabel:`Send`." msgstr "" @@ -28458,6 +29014,10 @@ msgid "The product(s) must be :ref:`registered ` for msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:262 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:90 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:98 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:102 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:106 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:114 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:116 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:118 @@ -28904,7 +29464,7 @@ msgid ":guilabel:`Production`: `ODOO S.A.`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:110 -msgid ":guilabel:`Pre-production`: `OXXX_XXXXO S.A.`" +msgid ":guilabel:`Pre-production`: `OXXX_XXXXA.`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:112 @@ -29015,14 +29575,12 @@ msgid "Sent invoices can be canceled within 72 hours from :guilabel:`Validation msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:225 -#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:8 #: ../../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:227 -#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:10 #: ../../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 `, you can use our connector as an alternative payroll solution." @@ -29413,6 +29971,11 @@ msgstr "" msgid "**Password**: ``12345678a``" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:309 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:288 +msgid "Workflows" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "The invoicing process in Odoo is based on `Annex 20 `_ version 4.0 of electronic invoicing of the |SAT|." msgstr "" @@ -30366,7 +30929,355 @@ msgstr "" msgid "New Zealand" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:14 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:10 +msgid "The following modules related to the New Zealand localization are available:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:19 +msgid ":guilabel:`New Zealand - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:20 +msgid "`l10n_nz`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:21 +msgid "Installed by default when the accounting fiscal localization package is set to New Zealand. This module also installs the remittance advice report module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:23 +msgid ":guilabel:`Employment Hero NZ Payroll`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:25 +msgid "This module synchronizes all pay runs from Employment Hero with Odoo's journal entries." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:26 +msgid ":guilabel:`EFT Batch Payment`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:27 +msgid "`l10n_nz_eft`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:28 +msgid "This module allows businesses to streamline bulk payments like payroll and vendor payments. Each bank has its specific format for these transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:32 +msgid "The localization’s core modules are installed automatically with the localization. The rest can be manually :doc:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:40 +msgid ":doc:`../accounting/get_started/chart_of_accounts`: a predefined structure tailored to New Zealand accounting standards" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:44 +msgid ":ref:`localizations/new_zealand/taxes-gst`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:45 +msgid ":ref:`localizations/new_zealand/reporting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:52 +msgid "The default taxes impact the :doc:`GST report<../../../applications/finance/accounting/reporting/tax_returns>`, which can be accessed through :menuselection:`Accounting --> Reporting --> Tax Return`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:56 +msgid "The standard **Goods and Service Tax** (GST) rate is 15%, but different rates and exemptions exist for specific categories of goods and services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:60 +msgid ":doc:`GST report<../../../applications/finance/accounting/reporting/tax_returns>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:67 +msgid "Within the New Zealand localization package, tax names encompass the tax rate as an integral part of their naming convention." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:71 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:133 +msgid ":doc:`Taxes documentation <../../../applications/finance/accounting/taxes>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:73 +msgid "These are the taxes in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:82 +msgid "GST Type" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:83 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:87 +msgid "15%" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:84 +msgid "Sale (15%)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:85 +msgid "GST Sales (15%)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:88 +msgid "Purch (15%)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:89 +msgid "GST Purchases (15%)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:92 +msgid "Zero/Export (0%) Sale" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:93 +msgid "Zero Rated (Export) Sales" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:96 +msgid "Zero/Import (0%) Purch" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:100 +msgid "Purch (Imports Taxable)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:104 +msgid "GST Only - Imports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:116 +msgid "GST report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:118 +msgid "The **Goods and Services Tax (GST) report** is a critical tax reporting requirement for businesses registered for GST. The GST return is used to report and remit GST to the **Inland Revenue Department (IRD)**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:-1 +msgid "GST Report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:125 +msgid "The base and tax amounts are collected from the **GST**, which is pre-configured in Odoo to align with GST Return requirements (Boxes 1-15). The **GST** can also be manually configured for special use cases, such as specific GST treatments (e.g., zero-rating for exported agricultural goods). Once the **GST** setup for each account is complete, Odoo automatically categorizes journal items into the appropriate boxes. This ensures the **GST** return is accurate and fully reflects the business's financial activities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:138 +msgid "Closing the GST report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:140 +msgid "The :ref:`tax return periodicity ` must be set up before submitting the :ref:`tax return ` (**GST report**) to the **IRD**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:144 +msgid ":doc:`Year-end closing documentation <../../../applications/finance/accounting/reporting/year_end>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:147 +msgid "Before closing the entry for the first time, enable the :doc:`developer mode <../../../applications/general/developer_mode>` and go to :menuselection:`Accounting --> Configuration --> Tax Groups` to set the default **GST payable account** and **GST receivable account**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:152 +msgid "Once the **GST payable** and **GST receivable** accounts are set up, the **Tax Return** report generates an accurate journal closing entry automatically, balancing the GST balance with the GST clearing account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:156 +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 **IRD** can then be reconciled with a bank transaction." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:161 +msgid "The **GST** report is not submitted directly to the **IRD**. Instead, Odoo automatically calculates the required values for each section, providing options to audit and review the data for a clearer understanding of its history. Businesses can then submit these values to the `IRD portal `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:171 +msgid "A remittance advice is a document used as proof of payment to a business. To access it, go to :menuselection:`Accounting --> Vendors --> Payments` and select the payment(s). Then click :icon:`fa-print` :guilabel:`Print` and select :guilabel:`Payment Receipt`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:-1 +msgid "Remittance Advice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:188 +msgid "Odoo allows :ref:`electronic invoicing ` settings to be configured per contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:-1 +msgid "Peppol Contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:195 +msgid "Validating an invoice or credit note for a contact on the PEPPOL network will download a compliant XML file that can be manually uploaded to the PEPPOL network. Odoo is currently in the process of becoming an access point for the ANZ region." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:200 +msgid "`PEPPOL requirements `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:205 +msgid "EFT batch payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:207 +msgid "An :abbr:`EFT (electronic funds transfer)` batch file is a digital format used to facilitate bulk payment processing for businesses. It allows companies to consolidate multiple inbound and outbound payments into a single electronic file. This process is commonly used by businesses handling multiple payments at once, such as payroll or payments to multiple suppliers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:219 +msgid ":ref:`Install ` the :guilabel:`EFT Batch Payment` module (`l10n_nz_eft`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:220 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. In the :guilabel:`Customer Payments` section, enable :guilabel:`Batch Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:224 +msgid ":doc:`../../../applications/finance/accounting/payments/batch`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:231 +msgid "Go to :menuselection:`Accounting --> Configuration --> Journals` to configure the bank **journal**. In the :guilabel:`Journal Entries` tab, enter the :guilabel:`Account Number` and click :guilabel:`Create and edit...`. In the :guilabel:`Create Account Number` window, fill in the :guilabel:`Bank` and enable :guilabel:`Send Money` to set the bank account as trusted. The :guilabel:`Currency` field is optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:240 +msgid "Contacts' bank accounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:242 +msgid "To add banking information for a contact, navigate to :menuselection:`Accounting --> Customers --> Customers`, :menuselection:`Accounting --> Vendors --> Vendors`, or access the contact directly through the **Contacts** app. Select the relevant contact, then open the :guilabel:`Accounting` tab. Under the :guilabel:`Bank Accounts` section, click :guilabel:`Add a line` to enter the required details." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:250 +msgid ":guilabel:`Account Holder` (it will automatically be selected for that contact)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:251 +msgid ":guilabel:`Send Money` must be **enabled**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:256 +msgid "Generate an EFT file" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:258 +msgid "Go to :menuselection:`Accounting --> Customers --> Invoices` or :menuselection:`Accounting --> Vendors --> Bills`. Select the invoices/bills to be paid from the list and click :guilabel:`Pay`. In the :guilabel:`Payment Method` field, select :guilabel:`New Zealand EFT` and click :guilabel:`Create Payment`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:264 +msgid "The :guilabel:`Group Payment` checkbox is optional. This option appears only if there are multiple invoices or bills from the same contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:267 +msgid "In the payments window, the required EFT information for each payment, such as :guilabel:`Particulars` and :guilabel:`Analysis Code`, can be entered as needed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:271 +msgid "The same payment information can be found under :menuselection:`Accounting --> Customers --> Payments` or :menuselection:`Accounting --> Vendors --> Payments`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:274 +msgid "Then, return to the **payments** list view, select the payments needing to be batched, and click :guilabel:`Create Batch`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:277 +msgid "In the **batch payment** window, fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:279 +msgid ":guilabel:`EFT file format`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:280 +msgid ":guilabel:`Payment Reference`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:281 +msgid ":guilabel:`Payment Particulars`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:-1 +msgid "Batch Payement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:286 +msgid "Then, click :guilabel:`Validate`. Odoo will generate the EFT file in the chatter. Click on the file to preview or download it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:290 +msgid "Each bank has its specific format requirements for EFT batch payments. Make sure to choose the correct EFT file format. Some banks may also require the completion of additional fields, such as :guilabel:`Direct Debit Information` and :guilabel:`Dishonour Account`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:295 +msgid ":doc:`Batch paments by bank deposit documentation <../../../applications/finance/accounting/payments/batch>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:308 +msgid "`Starshipit `_ is a shipping service operator that facilitates the integration of Australasian shipping couriers with Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:312 +msgid "`Starshipit webinar recording `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:313 +msgid ":doc:`Starshipit shipping <../../../applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:320 +msgid "**Buy Now, Pay Later** solutions are popular payment methods for e-shops. Some of these solutions are available via the `Stripe `_ and `AsiaPay payment `_ providers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:325 +msgid ":doc:`AsiaPay Payment Provider documentation <../../../applications/finance/payment_providers/asiapay>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:326 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:343 +msgid ":doc:`Stripe Payment Provider documentation <../../../applications/finance/payment_providers/stripe>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:331 +msgid "Point of Sale terminals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:333 +msgid "To have a direct connection between Odoo and a PoS terminal, a :doc:`Stripe terminal <../../../applications/sales/point_of_sale/payment_methods/terminals/stripe>` is needed. Odoo supports the **EFTPOS** payment solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:338 +msgid "A Stripe payment terminal is not needed to use Odoo as the main POS system. The only drawback of not using Stripe is that cashiers must manually enter the final payment amount on the terminal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:344 +msgid "`Stripe.com Dashboard `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:345 +msgid "`Stripe.com Docs: Terminal `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:350 +#: ../../content/applications/finance/fiscal_localizations/united_states.rst:453 +msgid "Payroll" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:355 +msgid "Employment Hero integration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:357 +msgid "If your business is already up and running with `Employment Hero `_, the connector can be used as an alternative payroll solution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:360 +msgid "The Employment Hero module automatically synchronises payslip accounting entries (e.g., expenses, social charges, liabilities, taxes) from **Employment Hero** to Odoo. Payroll administration is still done in **Employment Hero**; only the **journal entries** are recorded in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:365 msgid "To :ref:`configure the Employment Hero API ` for **New Zealand**, use the following value as :guilabel:`Payroll URL`: `https://api.nzpayroll.co.nz/`." msgstr "" @@ -30911,10 +31822,6 @@ msgstr "" msgid "UNSPC Code on products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:399 -msgid "Customer invoice" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/peru.rst:402 msgid "EDI Elements" msgstr "" @@ -34418,10 +35325,6 @@ msgstr "" msgid "Use one of the blank check formats to print the information of the check ad-hoc when needed. This requires the use of both :abbr:`MICR (Magnetic Ink Character Recognition)` ink or toner complying with the standards for check printing, as well as `check quality paper `_. Other information, such as the company name, bank account, and check number, is printed when creating the blank check." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/united_states.rst:453 -msgid "Payroll" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/united_states.rst:455 msgid "The *Payroll* application is responsible for calculating an employee's pay, taking into account all work, vacation, and sick time, benefits, and deductions. The *Payroll* app pulls information from the *Attendances*, *Timesheets*, *Time Off*, *Employees* and *Expenses* applications, to calculate the worked hours and compensation for each employee." msgstr "" @@ -34804,6 +35707,10 @@ msgstr "" msgid ":doc:`Documentation on e-invoicing's legality and compliance in Uruguay <../accounting/customer_invoices/electronic_invoicing/uruguay>`" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:33 +msgid "Glossary" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:35 msgid "The following terms are used throughout the Uruguayan localization:" msgstr "" @@ -35064,6 +35971,10 @@ msgstr "" msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in taxes, default accounts payable, and default accounts receivable." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:219 +msgid "Accounts can be added or deleted according to the company's needs." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:227 msgid "To create a contact, navigate to :menuselection:`Contacts app` and select :guilabel:`New`. Then enter the following information:" msgstr "" @@ -35300,10 +36211,6 @@ msgstr "" msgid "This module includes the features required for integration with :ref:`SInvoice `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:39 -msgid "To use all the features of this fiscal localization, the following fields are required on the :doc:`company record `:" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:50 msgid ":guilabel:`Tax ID`: tax identification number." msgstr "" @@ -36159,7 +37066,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/stripe.rst:118 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:58 #: ../../content/applications/finance/payment_providers/worldline.rst:68 -#: ../../content/applications/finance/payment_providers/xendit.rst:55 +#: ../../content/applications/finance/payment_providers/xendit.rst:56 msgid ":doc:`../payment_providers`" msgstr "" @@ -36421,7 +37328,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/nuvei.rst:42 #: ../../content/applications/finance/payment_providers/razorpay.rst:44 #: ../../content/applications/finance/payment_providers/worldline.rst:65 -#: ../../content/applications/finance/payment_providers/xendit.rst:52 +#: ../../content/applications/finance/payment_providers/xendit.rst:53 msgid "Configure the rest of the options to your liking." msgstr "" @@ -37620,45 +38527,45 @@ msgid "Configuration on the Xendit Dashboard" msgstr "" #: ../../content/applications/finance/payment_providers/xendit.rst:18 -msgid "Create a Xendit account if necessary and log in to the `Xendit Dashboard `_." +msgid "`Create a Xendit account `_ if necessary and log in to the `Xendit Dashboard `_." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:20 +#: ../../content/applications/finance/payment_providers/xendit.rst:21 msgid "Check your account mode in the top left corner of the page. Use the :guilabel:`Test Mode` to try the integration without charging your customers. Switch to :guilabel:`Live Mode` once you are ready to accept payments." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:23 +#: ../../content/applications/finance/payment_providers/xendit.rst:24 msgid "Navigate to :menuselection:`Configuration: Settings` in the left part of the application page. In the :guilabel:`Developers` section, click `API Keys `_." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:26 +#: ../../content/applications/finance/payment_providers/xendit.rst:27 msgid "Click :guilabel:`Generate Secret Key`. In the popup box, enter any :guilabel:`API key name`, select :guilabel:`Write` for the :guilabel:`Money-in Products` permission and :guilabel:`None` for all other permissions then click :guilabel:`Generate key`." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:29 +#: ../../content/applications/finance/payment_providers/xendit.rst:30 msgid "Confirm your password to display your API key. Copy or download the key and **save this information securely for later**. This is the only time the API key can be viewed or downloaded." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:32 +#: ../../content/applications/finance/payment_providers/xendit.rst:33 msgid "Once completed, scroll down the page to the `Webhooks `_ section to generate the webhook token." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:35 +#: ../../content/applications/finance/payment_providers/xendit.rst:36 msgid "Under :guilabel:`Webhook verification token`, click :guilabel:`View Webhook Verification Token`, then confirm your password to display the token. Save it for later." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:37 +#: ../../content/applications/finance/payment_providers/xendit.rst:38 msgid "In the :guilabel:`Webhook URL` section, enter your Odoo database's URL, followed by `/payment/xendit/webhook` (e.g., `https://example.odoo.com/payment/xendit/webhook`) in the field :guilabel:`Invoices paid` and click the :guilabel:`Test and save` button next to it." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:40 +#: ../../content/applications/finance/payment_providers/xendit.rst:41 msgid "To allow recurring payments for credit cards, go to :menuselection:`Configuration: Payment Channels` in the left part of the application page. Then, hover your mouse over the :guilabel:`Visa, Mastercard, JCB, Amex` channel, click :guilabel:`View Details`, and enable :guilabel:`Recurring Payments` by toggling the related switch." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:48 +#: ../../content/applications/finance/payment_providers/xendit.rst:49 msgid ":ref:`Navigate to the payment provider Xendit ` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:50 +#: ../../content/applications/finance/payment_providers/xendit.rst:51 msgid "Fill in the :guilabel:`Secret Key` and :guilabel:`Webhook Token` fields with the information saved at the step :ref:`payment_providers/xendit/configure_dashboard`." msgstr "" diff --git a/locale/sources/general.pot b/locale/sources/general.pot index 20a8fb69c..4a198b1e0 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-04-30 14:37+0000\n" +"POT-Creation-Date: 2025-06-12 07:10+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2428,79 +2428,79 @@ msgstr "" msgid "If the database subdomain is `company-name.odoo.com` and all mailing configurations are the default ones, all emails will be sent from `notifications@company-name.odoo.com`." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:21 -msgid "Only **one** subdomain can be used as a mailing server in Odoo. Subdomains for additional companies require an external email server with a custom domain." +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:22 +msgid "This configuration is handled by the system parameter `mail.default.from_filter`. In case where the sender's domain do not match the value of this parameter, the notification address is used instead. Multiple values can be defined in this system parameter: comma-separated, domains or full email addresses are all allowed. Once an :ref:`outgoing mail server is configured `, the system parameter is no longer considered and the value used is the :ref:`FROM filtering ` of the mail server." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:-1 msgid "Odoo’s default outbound messages configuration." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:27 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:33 msgid "Emails are sent with `catchall@company-name.odoo.com` as the *reply-to* address. In addition, delivery errors are sent to `bounce@company-name.odoo.com`." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:31 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:37 msgid "The catchall, bounce, and notification addresses do not work like other aliases. They do not have the vocation to create records in a database. Emails sent to an alias are automatically routed and will reply to an existing and linked record or will create a new one in the database." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:38 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:44 msgid "Using a custom domain to send emails" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:40 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:46 msgid "The database can be configured to use a custom domain, in which case all default email addresses are built using the custom domain. If the custom domain is `company-name.com`, the sender address will be `notifications@company-name.com`, the *reply-to* address `catchall@company-name.com`, and the *bounce* address `bounce@company-name.com`. The custom domain can be utilized when sending emails either with Odoo’s email servers or an external one." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:46 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:52 msgid "This section assumes ownership of a custom domain. If not, a custom domain must be purchased from a domain registrar such as GoDaddy, Namecheap, or any alternative provider." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:50 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:56 msgid ":download:`Magic Sheet - Email domain configuration PDF `" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:56 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:62 msgid "Using a custom domain with Odoo’s email server" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:58 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:64 msgid "On **Odoo Online** or **Odoo.sh**, some configurations are mandatory in the custom domain's DNS to ensure good deliverability." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:62 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:68 msgid "Most of the configuration will be done on the domain provider’s side, and it might require some configuration on the mail server itself. **Some technical knowledge is required.**" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:65 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:71 msgid "The first step is to configure the :ref:`SPF ` and :ref:`DKIM ` to be compliant with Odoo’s mail server." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:68 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:74 msgid "Next, the custom domain must be set as the alias domain of a company. Select the company, open the :guilabel:`Settings`, and add the custom domain under the :guilabel:`Alias Domain` field." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:71 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:77 msgid "After adding the alias domain, click the :icon:`oi-arrow-right` (:guilabel:`internal link`) icon to assign more companies to the custom domain if needed. Enable the :ref:`developer-mode` mode to modify the default aliases if desired:" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:75 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:81 msgid ":guilabel:`Bounce Alias`: the mailbox used to catch delivery errors and populate the :ref:`red envelope ` on the corresponding message." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:77 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:83 msgid ":guilabel:`Catchall Alias`: the default mailbox used to centralize all replies." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:78 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:84 msgid ":guilabel:`Default From Alias`: the default sender address." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:81 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:87 msgid "At the creation of the first alias domain, all companies will use it. If you create a new company, the alias domain automatically set is the one with the lowest priority (ad displayed on the alias domain list in :ref:`developer-mode`)." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:85 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:91 msgid "All email aliases (e.g., related to CRM or Helpdesk teams) must have their corresponding mailbox in the custom domain mail server." msgstr "" @@ -2508,103 +2508,103 @@ msgstr "" msgid "Technical schema of external mail server configuration with Odoo." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:91 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:97 msgid "To receive emails in the Odoo database within the corresponding chatter (CRM, invoices, sales orders, etc.), one of these three methods must be used:" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:94 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:100 msgid ":ref:`Redirections/forwarding `," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:95 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:101 msgid ":ref:`Incoming mail servers `," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:96 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:102 msgid ":ref:`MX record ` (requires advanced technical knowledge)" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:98 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:104 msgid "Using a custom domain implies that specific :ref:`local-parts ` might be used by Odoo to send emails." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:104 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:110 msgid "Sending emails with an external SMTP server" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:107 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:113 msgid "If utilizing your own outgoing mail server, it must be paired with your own domain, as updating the DNS of an Odoo subdomain is not feasible." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:110 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:116 msgid "To add an external SMTP server in Odoo, open :guilabel:`Settings`, and enable the :guilabel:`Use Custom Email Servers` option found under the :guilabel:`Emails` section. Then, click :guilabel:`Save` at the top of the page to save the changes." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:114 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:120 msgid "Returning to the :guilabel:`Emails` section, click :guilabel:`Outgoing Email Servers`, then `New` to create an outgoing mail server record. Most fields are the common parameters used to set up a connection to an SMTP server; use the values provided by your email provider." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:118 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:124 msgid "Once completed, click :guilabel:`Test Connection`. Note that a successful test connection does not confirm that the email will go out as some restriction might remain on the provider side, thus, it is recommended to consult your provider’s documentation." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:125 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:131 msgid "Local-part values" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:127 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:133 msgid "Below are presented the different local-part values that can be used by Odoo to send emails. It might be required to whitelist them in your mail server:" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:130 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:136 msgid "The Alias Domain Bounce Alias (default value = `bounce`)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:131 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:137 msgid "The Alias Domain Default From (default value = `notifications`)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:132 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:138 msgid "The default admin address `admin@company-name.odoo.com` or, if changed, the new value)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:133 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:139 msgid "The default Odoobot address `odoobot@company-name.odoo.com` or, if changed, the new value)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:134 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:140 msgid "The specific FROM defined on an email marketing campaign," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:135 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:141 msgid "The specific FROM that can be defined in an email template." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:138 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:144 msgid ":doc:`google_oauth`" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:139 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:145 msgid ":doc:`azure_oauth`" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:144 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:150 msgid "Setting up different servers for transactional and mass emails" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:149 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:155 msgid "Personalized mail servers" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:151 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:157 msgid "Transactional emails and mass mailings can be sent using separate email servers in Odoo. Doing so means day-to-day emails, quotations, or invoices sent to clients will be handled as *transactional emails*. *Mass mailing emails*, including the sending of batches of invoices or quotations, will be managed by the Marketing Automation or Email Marketing application." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:157 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:163 msgid "You can use services like Gmail, Amazon SES, or Brevo for transactional emails, and services like Mailgun, Sendgrid, or Mailjet for mass mailings." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:160 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:166 msgid "First, activate the :ref:`developer-mode` and go to :menuselection:`Settings --> Technical --> Email: Outgoing Mail Servers`. There, add two outgoing email server records, one for the transactional emails server and one for the mass mailings server. Enter a lower :guilabel:`Priority` value for the transactional server (e.g., `1`) over the mass mailings server (e.g., `2`) so transactional emails are given priority." msgstr "" @@ -2612,7 +2612,7 @@ msgstr "" msgid "Example of split between transaction and mass mailing mail servers." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:169 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:175 msgid "Now, go to :menuselection:`Email Marketing --> Configuration --> Settings`, enable :guilabel:`Dedicated Server`, and select the appropriate email server. Odoo uses the server with the lowest priority value for transactional emails, and the server selected here for mass mailings." msgstr "" @@ -2620,59 +2620,63 @@ msgstr "" msgid "Dedicated mail server on Email Marketing app settings." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:179 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:185 msgid "FROM filtering" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:182 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:188 msgid "It’s **highly recommended** to configure the FROM Filtering on the outgoing mail servers as per the instructions of your provider." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:185 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:191 msgid "The :guilabel:`FROM Filtering` field allows for the use of a specific outgoing email server depending on the *From* email address or domain that Odoo is sending on behalf of. The **value must be a domain or a complete address** that matches the sender’s email address and is trusted on the outgoing mail server provider's side." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:190 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:196 msgid "If FROM filtering is not used, emails will go out using the notification address." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:193 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:199 msgid "Some outgoing mail servers require a specific configuration of the FROM filter." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:195 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:201 msgid "When an email is sent from Odoo, the following sequence is used to choose the outgoing email server:" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:197 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:203 msgid "First, Odoo searches for a server that has the same FROM filtering value as the From value (i.e., email address) defined in the outgoing email. This configuration is ideal if all users of a company share the same domain but have different local-parts." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:202 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:208 msgid "If the sender's email address is `test@example.com`, only an email server having a FROM filtering value equal to `test@example.com` or `example.com` can be used." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:205 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:211 msgid "If no server is found based on the first criteria, Odoo looks for the first server without a FROM filtering value set. The email will be overridden with the notification address." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:208 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:214 msgid "If no server is found based on the second criteria, Odoo uses the first server, and the email will be overridden with the notification address." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:212 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:218 msgid "To determine which server is first, Odoo uses the priority value (the lower the value is, the higher the priority is). Failing to do so, the first server is determined by the servers' names, using alphabetical order." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:216 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:222 +msgid "If there is no mail server, Odoo relies on the :ref:`system parameter ` value." +msgstr "" + +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:225 msgid "It is also possible to use Odoo's mail server for transactional emails in addition to mass mailings." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:221 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:230 msgid "Using an external email server and Odoo’s default server" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:223 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:232 msgid "On Odoo Online and Odoo.sh, databases are started with Odoo's SMTP server. If no outgoing mail server is set, the default Odoo's SMTP server will be used." msgstr "" @@ -2680,7 +2684,7 @@ msgstr "" msgid "Adding a mail server using the Odoo's mail server with the CLI authentication." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:230 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:239 msgid "If an outgoing mail server is used simultaneously with Odoo’s default server (CLI), the FROM filter of the outgoing mail server must contain a custom domain, and the FROM filter of the CLI must contain Odoo’s subdomain. If there is no FROM filtering, the email will go out using the notification address." msgstr "" @@ -2688,95 +2692,95 @@ msgstr "" msgid "Splitting of Odoo mail server for transactional emails and Mail server for Mass mailing." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:239 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:248 msgid "On Odoo Online, the command line interface is equivalent to the default Odoo mail server, using the same limit as if there was no outgoing mail server in place." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:243 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:252 msgid "On Odoo Online, the page also shows your daily email usage and your daily limit. On Odoo.sh, you need to check on the monitor page the number of outgoing emails that were sent." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:247 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:256 msgid "On Odoo.sh, to use the command-line interface, an outgoing mail server can be configured on the configuration file." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:251 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:260 msgid "Odoo’s mail server is meant for transactional emails and small-scale marketing campaigns. The :ref:`daily limit ` depends on the database type and the applications used." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:258 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:267 msgid "Using a custom domain with an external email server" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:260 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:269 msgid "Similar to the :ref:`previous chapter `, proper configuration might be needed to ensure that the external email server is allowed to send emails using your custom domain. Refer to your provider’s documentation to properly set up the relevant records (SPF, DKIM, and DMARC). A list of the :ref:`most common providers is available `." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:267 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:276 msgid "DNS configuration is required when you use your own domain. If an external outgoing mail server is used, configuring the records as described in the :doc:`Odoo DNS configuration for our mail servers documentation ` **will not have the desired effect**, as it is independent of Odoo when using a custom email server. Odoo does not allow the configuration of Odoo's subdomain." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:276 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:285 msgid "Port restriction" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:278 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:287 msgid "Port 25 is blocked for security reasons on Odoo Online and Odoo.sh. Try using port 465, 587, or 2525 instead." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:284 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:293 msgid "Alias domain" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:286 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:295 msgid "The catchall domain is company-specific. By default, all companies share Odoo’s subdomain (e.g., `company-name.odoo.com`), but each company may have its own custom email domain." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:289 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:298 msgid "When the :ref:`developer-mode` is activated, the alias domain options are available by going to :menuselection:`Settings --> Technical --> Email: Alias Domains`." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:293 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:302 msgid "Any modification of the alias domain must be done very carefully. If one of the aliases (bounce, catchall, default from) is changed, all previous emails that are not properly redirected to the new aliases will be lost." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:297 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:306 msgid "The :guilabel:`Default From Alias` field can be filled with a local-part of the email address (by default `notifications`) or a full email address. Configure it to determine the `FROM` header of your emails. If a full email address is used, all outgoing emails will be overwritten with this address." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:305 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:314 msgid "Notification system" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:307 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:316 msgid "When an email is sent from the chatter, customers can reply directly to it. If a customer replies directly to an email, the answer is logged in the same chatter, thus functioning as a message thread related to the record." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:311 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:320 msgid "Upon receiving the reply, Odoo then uses the subscribed followers (based on the subscribed subtypes) to send them a notification by email, or in the Odoo inbox, depending on the user’s preferences." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:315 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:324 msgid "If a customer with the email address `“Mary” ` makes a direct reply to an email coming from the Odoo database, Odoo's default behavior is to redistribute the email's content to all other followers within the thread." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:319 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:328 msgid "As Mary’s domain does not belong to the alias domain, Odoo overrides the email address and uses the notification email address to notify the followers. This override depends on the configuration done in the database. By default, on Odoo Online and Odoo.sh, the email `FROM` address will be overridden with the value `notifications@company-name.odoo.com` instead of `mary@customer.example.com`." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:325 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:334 msgid "The address is constructed using the name of the sender and `{alias domain, default from alias}`@`{alias domain, domain name}`, by default, `notifications@company-name.odoo.com`." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:332 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:341 msgid "Using a unique email address for all outgoing emails" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:334 -msgid "To force the email address from which emails are sent, activate the :ref:`developer-mode`, and go to :menuselection:`Settings --> Technical --> Email: Alias Domains`. On the :guilabel:`Default From Alias`, use the the local-part or a complete email address as the value." +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:343 +msgid "To force the email address from which emails are sent, activate the :ref:`developer-mode`, and go to :menuselection:`Settings --> Technical --> Email: Alias Domains`. On the :guilabel:`Default From Alias`, use the local-part or a complete email address as the value." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:339 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:348 msgid "If a **complete address** is used as the :guilabel:`Default From Alias` value, **all** outgoing emails will be overwritten by this address." msgstr "" @@ -3529,31 +3533,34 @@ msgid "It is recommended to set up the :abbr:`SPF (Sender Policy Framework)`/:ab msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:92 -#: ../../content/applications/general/email_communication/mailjet_api.rst:157 -msgid "`Mailjet's SPF/DKIM/DMARC documentation `_" +msgid "`Mailjet's SPF/DKIM documentation `_" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:96 +#: ../../content/applications/general/email_communication/mailjet_api.rst:94 +msgid "`Mailjet's DMARC documentation `_" +msgstr "" + +#: ../../content/applications/general/email_communication/mailjet_api.rst:98 msgid "If the database is not using a custom domain, then in order to verify the sender's address, a temporary alias (of the three email addresses mentioned above) should be set up in Odoo CRM to create a lead. Then, the database is able to receive the verification email and verify the accounts." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:104 +#: ../../content/applications/general/email_communication/mailjet_api.rst:106 msgid "Add a domain" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:106 +#: ../../content/applications/general/email_communication/mailjet_api.rst:108 msgid "By adding an entire domain to the Mailjet account, all the sender addresses related to that domain are automatically validated for sending emails using Mailjet servers. First, navigate to the `Mailjet Account Information `_ page. Next, click on :guilabel:`Add a Sender Domain or Address` link under the :guilabel:`Senders & Domains` section. Then, click on :guilabel:`Add domain` to add the custom domain." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:113 +#: ../../content/applications/general/email_communication/mailjet_api.rst:115 msgid "The domain needs to be added to the Mailjet account and then validated through the :abbr:`DNS (Domain Name System)`." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:116 +#: ../../content/applications/general/email_communication/mailjet_api.rst:118 msgid "After that, fill out the :guilabel:`Add a new Domain` page on Mailjet and click :guilabel:`Continue`." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:119 +#: ../../content/applications/general/email_communication/mailjet_api.rst:121 msgid "After adding the domain, a validation page will populate. Unless the Odoo database is on-premise (in which case, choose :guilabel:`Option 1`), choose :guilabel:`Option 2: Create a DNS Record`. Copy the TXT record information to a notepad and then navigate to the domain's :abbr:`DNS (Domain Name System)` provider to complete validation." msgstr "" @@ -3561,27 +3568,27 @@ msgstr "" msgid "The TXT record information to input on the domain's DNS." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:128 +#: ../../content/applications/general/email_communication/mailjet_api.rst:130 msgid "Setup in the domain's DNS" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:130 +#: ../../content/applications/general/email_communication/mailjet_api.rst:132 msgid "After getting the TXT record information from the Mailjet account, add a TXT record to the domain's :abbr:`DNS (Domain Name System)`. This process varies depending on the :abbr:`DNS (Domain Name System)` provider. Consult the provider for specific configuration processes. The TXT record information consists of the :guilabel:`Host` and :guilabel:`Value`. Paste these into the corresponding fields in the TXT record." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:137 +#: ../../content/applications/general/email_communication/mailjet_api.rst:139 msgid "Return to Mailjet account information" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:139 +#: ../../content/applications/general/email_communication/mailjet_api.rst:141 msgid "After adding the TXT record to the domain's :abbr:`DNS (Domain Name System)`, navigate back to the Mailjet account. Then, navigate to :menuselection:`Account Information --> Add a Sender Domain or Address`, click the gear icon next to :guilabel:`Domain`, and select :guilabel:`Validate`." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:143 +#: ../../content/applications/general/email_communication/mailjet_api.rst:145 msgid "This action can also be done by going to the `Sender domains & addresses `_ page on the Mailjet account information and clicking on :guilabel:`Manage`." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:146 +#: ../../content/applications/general/email_communication/mailjet_api.rst:148 msgid "Next, click :guilabel:`Check Now` to validate the TXT record that was added on the domain. A success screen will appear if the domain is configured correctly." msgstr "" @@ -3589,31 +3596,35 @@ msgstr "" msgid "Check DNS record in Mailjet." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:152 +#: ../../content/applications/general/email_communication/mailjet_api.rst:154 msgid "After successfully setting up the domain, there is an option to :guilabel:`Authenticate this domain (SPF/DKIM)`. This button populates :abbr:`SPF (Sender Policy Framework)` & :abbr:`DKIM (DomainKeys Identified Mail) records to input into the :abbr:`DNS (Domain Name System)` provider." msgstr "" +#: ../../content/applications/general/email_communication/mailjet_api.rst:159 +msgid "`Mailjet's SPF/DKIM/DMARC documentation `_" +msgstr "" + #: ../../content/applications/general/email_communication/mailjet_api.rst:-1 msgid "Authenticate the domain with SPF/DKIM records in Mailjet." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:166 +#: ../../content/applications/general/email_communication/mailjet_api.rst:168 msgid "Set up in Odoo" msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:168 +#: ../../content/applications/general/email_communication/mailjet_api.rst:170 msgid "To complete the setup, navigate to the Odoo database and go to the :guilabel:`Settings`. With :ref:`developer-mode` turned on, go to the :menuselection:`Technical Menu --> Email --> Outgoing Mail Servers`. Then, create a new outgoing server configuration by clicking on the :guilabel:`Create` button." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:173 +#: ../../content/applications/general/email_communication/mailjet_api.rst:175 msgid "Next, input the `SMTP server` (in-v3.mailjet.com), `port number` (587 or 465), and `Security (SSL/TLS)` that was copied earlier from the Mailjet account. They can also be found `here `_. It is recommended to use :abbr:`SSL (Secure Sockets Layer)`/:abbr:`TLS (Transport Layer Security)` even though Mailjet may not require it." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:178 +#: ../../content/applications/general/email_communication/mailjet_api.rst:180 msgid "For the :guilabel:`Username`, input the :guilabel:`API KEY`. For the :guilabel:`Password`, input the :guilabel:`SECRET KEY` that was copied from the Mailjet account to the notepad earlier. These settings can be found on :menuselection:`Mailjet --> Account Settings --> SMTP and SEND API Settings`." msgstr "" -#: ../../content/applications/general/email_communication/mailjet_api.rst:183 +#: ../../content/applications/general/email_communication/mailjet_api.rst:185 msgid "Then, if the Mailjet server is used for mass emailing, set the :guilabel:`Priority` value higher than that of any transactional email server(s). Finally, save the settings and :guilabel:`Test the Connection`." msgstr "" @@ -6963,54 +6974,54 @@ msgid "View of a user's form emphasizing the access rights tab in Odoo." msgstr "" #: ../../content/applications/general/users.rst:36 -msgid "After filling out all the necessary fields on the page, :icon:`fa-cloud-upload` :guilabel:`(Save manually)`. An invitation email is automatically sent to the user, using the email in the :guilabel:`Email Address` field. The user must click on the link included in the email to accept the invitation, and to create a database login. email is automatically sent to the user, using the email in the :guilabel:`Email Address` field. The user must click on the link included in the email to accept the invitation, and to create a database login." +msgid "After filling out all the necessary fields on the page, :icon:`fa-cloud-upload` :guilabel:`(Save manually)`. An invitation email is automatically sent to the user, using the email in the :guilabel:`Email Address` field. The user must click on the link included in the email to accept the invitation, and to create a database login." msgstr "" #: ../../content/applications/general/users.rst:-1 msgid "View of a user's form with a notification that the invitation email has been sent in Odoo." msgstr "" -#: ../../content/applications/general/users.rst:47 +#: ../../content/applications/general/users.rst:45 msgid "If the company is on a monthly subscription plan, the database automatically updates to reflect the added users. If the company is on a yearly or multi-year plan, an expiration banner appears in the database. An upsell quotation can be created by clicking the banner to update the subscription. Alternatively, `send a support ticket `_ to resolve the issue." msgstr "" -#: ../../content/applications/general/users.rst:54 +#: ../../content/applications/general/users.rst:52 msgid "User type" msgstr "" -#: ../../content/applications/general/users.rst:56 +#: ../../content/applications/general/users.rst:54 msgid ":guilabel:`User Type` can be chosen on the :guilabel:`Manage Users` page by clicking on the search bar, and then :ref:`setting a filter ` for either :guilabel:`Internal User` or :guilabel:`Portal User`." msgstr "" -#: ../../content/applications/general/users.rst:60 +#: ../../content/applications/general/users.rst:58 msgid "Odoo databases have three types of users: :guilabel:`Internal User`, :guilabel:`Portal`, and :guilabel:`Public`. Users are considered *internal database* users. Portal users are *external users*, who only have access to the database portal to view records. Public users are those visiting websites, via the website's frontend. See the documentation on :doc:`users/portal`." msgstr "" -#: ../../content/applications/general/users.rst:65 +#: ../../content/applications/general/users.rst:63 msgid "The :guilabel:`Portal` user option does **not** allow the administrator to choose access rights. These users have specific access rights pre-set (such as, record rules and restricted menus), and usually do not belong to the usual Odoo groups." msgstr "" -#: ../../content/applications/general/users.rst:72 +#: ../../content/applications/general/users.rst:70 msgid "Deactivate users" msgstr "" -#: ../../content/applications/general/users.rst:74 +#: ../../content/applications/general/users.rst:72 msgid "To deactivate (i.e. archive) a user, navigate to :menuselection:`Settings app --> Users section --> Manage Users`. Then, tick the checkbox to the left of the users to be deactivated." msgstr "" -#: ../../content/applications/general/users.rst:77 +#: ../../content/applications/general/users.rst:75 msgid "After selecting the appropriate user to be archived, click the :icon:`fa-cog` :guilabel:`(Actions)` icon, and select :guilabel:`Archive` from the resulting drop-down menu. Then, click :guilabel:`OK` from the :guilabel:`Confirmation` pop-up window that appears." msgstr "" -#: ../../content/applications/general/users.rst:82 +#: ../../content/applications/general/users.rst:80 msgid "**Never** deactivate the main/administrator user (admin). Making changes to admin users can have a detrimental impact on the database. This includes *impotent admin*, which means that no user in the database can make changes to the access rights. For this reason, Odoo recommends contacting an Odoo Business Analyst, or our Support Team, before making changes." msgstr "" -#: ../../content/applications/general/users.rst:88 +#: ../../content/applications/general/users.rst:86 msgid "Error: too many users" msgstr "" -#: ../../content/applications/general/users.rst:90 +#: ../../content/applications/general/users.rst:88 msgid "If there are more users in an Odoo database than provisioned in the Odoo Enterprise subscription, the following message is displayed." msgstr "" @@ -7018,39 +7029,39 @@ msgstr "" msgid "Too many users on a database error message." msgstr "" -#: ../../content/applications/general/users.rst:96 +#: ../../content/applications/general/users.rst:94 msgid "When the message appears, the database administrator has 30 days to act before the database expires. The countdown is updated every day." msgstr "" -#: ../../content/applications/general/users.rst:99 +#: ../../content/applications/general/users.rst:97 msgid "To resolve the issue, either:" msgstr "" -#: ../../content/applications/general/users.rst:101 +#: ../../content/applications/general/users.rst:99 msgid "Add more users to the subscription by clicking the :guilabel:`Upgrade your subscription` link displayed in the message to validate the upsell quotation, and pay for the extra users." msgstr "" -#: ../../content/applications/general/users.rst:103 +#: ../../content/applications/general/users.rst:101 msgid ":ref:`Deactivate users `, and reject the upsell quotation." msgstr "" -#: ../../content/applications/general/users.rst:106 +#: ../../content/applications/general/users.rst:104 msgid "If the company is on a monthly subscription plan, the database automatically updates to reflect the added users. If the company is on a yearly or multi-year plan, an expiration banner appears in the database. An upsell quotation can be created by clicking the banner to update the subscription. Alternatively, users can `send a support ticket `_ to resolve the issue." msgstr "" -#: ../../content/applications/general/users.rst:112 +#: ../../content/applications/general/users.rst:110 msgid "Once the database has the correct number of users, the expiration message disappears automatically after a few days, when the next verification occurs." msgstr "" -#: ../../content/applications/general/users.rst:118 +#: ../../content/applications/general/users.rst:116 msgid "Password management" msgstr "" -#: ../../content/applications/general/users.rst:120 +#: ../../content/applications/general/users.rst:118 msgid "Password management is an important part of granting users autonomous access to the database at all times. Odoo offers a few different methods to reset a user's password." msgstr "" -#: ../../content/applications/general/users.rst:124 +#: ../../content/applications/general/users.rst:122 msgid "Odoo has a setting to specify the length needed for a password. This setting can be accessed by navigating to :menuselection:`Settings app --> Permissions` section, and entering the desired password length in the :guilabel:`Minimum Password Length` field. By default the value is `8`." msgstr "" @@ -7058,23 +7069,23 @@ msgstr "" msgid "Minimum Password Length highlighted in the Permissions section of General Settings." msgstr "" -#: ../../content/applications/general/users.rst:134 +#: ../../content/applications/general/users.rst:132 msgid "Reset password" msgstr "" -#: ../../content/applications/general/users.rst:136 +#: ../../content/applications/general/users.rst:134 msgid "Sometimes, users might wish to reset their personal password for added security, so they are the only ones with access to the password. Odoo offers two different reset options: one initiated by the user to reset the password, and another where the administrator triggers a reset." msgstr "" -#: ../../content/applications/general/users.rst:143 +#: ../../content/applications/general/users.rst:141 msgid "Enable password reset from login page" msgstr "" -#: ../../content/applications/general/users.rst:145 +#: ../../content/applications/general/users.rst:143 msgid "It is possible to enable/disable password resets directly from the login page. This action is completed by the individual user, and this setting is enabled by default." msgstr "" -#: ../../content/applications/general/users.rst:148 +#: ../../content/applications/general/users.rst:146 msgid "To change this setting, go to :menuselection:`Settings app --> Permissions` section, activate :guilabel:`Password Reset`, and then click :guilabel:`Save`." msgstr "" @@ -7082,23 +7093,23 @@ msgstr "" msgid "Enabling Password Reset in Odoo Settings." msgstr "" -#: ../../content/applications/general/users.rst:154 +#: ../../content/applications/general/users.rst:152 msgid "On the login page, click :guilabel:`Reset Password` to initiate the password reset process, and have a reset-token sent to the email on file." msgstr "" -#: ../../content/applications/general/users.rst:160 +#: ../../content/applications/general/users.rst:158 msgid "Send reset instructions" msgstr "" -#: ../../content/applications/general/users.rst:162 +#: ../../content/applications/general/users.rst:160 msgid "Go to :menuselection:`Settings app --> Users & Companies --> Users`, select the user from the list, and click on :guilabel:`Send Password Reset Instructions` on the user form. An email is automatically sent to them with password reset instructions." msgstr "" -#: ../../content/applications/general/users.rst:167 +#: ../../content/applications/general/users.rst:165 msgid "The :guilabel:`Send Password Reset Instructions` button **only** appears if the Odoo invitation email has already been confirmed by the user. Otherwise, a :guilabel:`Re-send Invitation Email` button appears." msgstr "" -#: ../../content/applications/general/users.rst:171 +#: ../../content/applications/general/users.rst:169 msgid "This email contains all the instructions needed to reset the password, along with a link redirecting the user to an Odoo login page." msgstr "" @@ -7106,11 +7117,11 @@ msgstr "" msgid "Example of an email with a password reset link for an Odoo account." msgstr "" -#: ../../content/applications/general/users.rst:180 +#: ../../content/applications/general/users.rst:178 msgid "Change user password" msgstr "" -#: ../../content/applications/general/users.rst:182 +#: ../../content/applications/general/users.rst:180 msgid "Go to :menuselection:`Settings app --> Users & Companies --> Users`, and select a user to access its form. Click on the :icon:`fa-cog` :guilabel:`(Actions)` icon, and select :guilabel:`Change Password` from the resulting drop-down menu. Enter a new password in the :guilabel:`New Password` column of the :guilabel:`Change Password` pop-up window that appears, and confirm the change by clicking :guilabel:`Change Password`." msgstr "" @@ -7118,35 +7129,35 @@ msgstr "" msgid "Change a user's password on Odoo." msgstr "" -#: ../../content/applications/general/users.rst:192 +#: ../../content/applications/general/users.rst:190 msgid "This operation only modifies the password of the users locally, and does **not** affect their Odoo account." msgstr "" -#: ../../content/applications/general/users.rst:195 +#: ../../content/applications/general/users.rst:193 msgid "If the Odoo password needs to be changed, use the :ref:`send the password reset `. Odoo.com passwords grant access to the *My Databases* page, and other portal features." msgstr "" -#: ../../content/applications/general/users.rst:199 +#: ../../content/applications/general/users.rst:197 msgid "After clicking :guilabel:`Change Password`, the page is redirected to an Odoo login page where the database can be re-accessed using the new password." msgstr "" -#: ../../content/applications/general/users.rst:205 +#: ../../content/applications/general/users.rst:203 msgid "Multi Companies" msgstr "" -#: ../../content/applications/general/users.rst:207 +#: ../../content/applications/general/users.rst:205 msgid "The :guilabel:`Multi Companies` field on a user form allows an administrator to provide access to multiple companies for users. To configure a multi-company environment for a user, navigate to the desired user by going to: :menuselection:`Settings app --> Users section --> Manage users`. Then, select the user to open their user form, and configure with multi-company access." msgstr "" -#: ../../content/applications/general/users.rst:212 +#: ../../content/applications/general/users.rst:210 msgid "Under :guilabel:`Multi Companies` in the :guilabel:`Access Rights` tab, set the fields labeled :guilabel:`Allowed Companies` and :guilabel:`Default Company`." msgstr "" -#: ../../content/applications/general/users.rst:215 +#: ../../content/applications/general/users.rst:213 msgid "The :guilabel:`Allowed Companies` field can contain multiple companies. These are the companies the user can access and edit, according to the set access rights. The :guilabel:`Default Company` is the company the user defaults to, upon logging in each time. This field can contain only **one** company." msgstr "" -#: ../../content/applications/general/users.rst:221 +#: ../../content/applications/general/users.rst:219 msgid "If multi-company access is not configured correctly, it could lead to inconsistent multi-company behaviors. Because of this, only experienced Odoo users should make access rights changes to users for databases with a multi-company configuration. For technical explanations, refer to the developer documentation on :doc:`../../../developer/howtos/company`." msgstr "" @@ -7154,7 +7165,7 @@ msgstr "" msgid "View of a user's form emphasizing the multi companies field in Odoo." msgstr "" -#: ../../content/applications/general/users.rst:230 +#: ../../content/applications/general/users.rst:228 msgid ":doc:`companies`" msgstr "" diff --git a/locale/sources/hr.pot b/locale/sources/hr.pot index 30a6c1370..185ebe4b8 100644 --- a/locale/sources/hr.pot +++ b/locale/sources/hr.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-04-30 14:37+0000\n" +"POT-Creation-Date: 2025-06-12 07:10+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -21,237 +21,123 @@ msgid "Human resources" msgstr "" #: ../../content/applications/hr/appraisals.rst:5 -#: ../../content/applications/hr/appraisals.rst:52 msgid "Appraisals" msgstr "" -#: ../../content/applications/hr/appraisals.rst:7 -msgid "In Odoo, the *Appraisals* application can be used to evaluate employee performance on a recurring basis. Managers can evaluate the performance of their employees, and also allow employees to do a self-assessment of their own. Appraisals are customizable, and can be set for any kind of schedule desired." +#: ../../content/applications/hr/appraisals/360.rst:3 +msgid "360 Feedback" msgstr "" -#: ../../content/applications/hr/appraisals.rst:12 -msgid "Appraisals give employees valuable feedback, including actionable goals to work toward, and measurable skills to improve upon. Additionally, appraisals may form the basis for raises, promotions, and other benefits." +#: ../../content/applications/hr/appraisals/360.rst:5 +msgid "Odoo's **Appraisals** app lets managers gather feedback on their direct reports from anyone in the company. Input from colleagues gives managers a fuller view of each employee's strengths, growth areas, and collaboration skills." msgstr "" -#: ../../content/applications/hr/appraisals.rst:16 -msgid "Regular appraisals are good for both the employees and the company, since they can accurately measure performance based on company goals, and show employees where they need to improve." +#: ../../content/applications/hr/appraisals/360.rst:12 +msgid "360 feedback dashboard" msgstr "" -#: ../../content/applications/hr/appraisals.rst:20 -#: ../../content/applications/hr/attendances.rst:69 -#: ../../content/applications/hr/attendances/kiosks.rst:22 -#: ../../content/applications/hr/frontdesk.rst:15 -#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:840 -#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:956 -#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:11 -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:12 -#: ../../content/applications/hr/time_off.rst:30 -msgid "Configuration" +#: ../../content/applications/hr/appraisals/360.rst:14 +msgid "The :guilabel:`360 Feedback` section displays information for all the surveys configured for the **Appraisals** app. To view the surveys and their statistics, navigate to :menuselection:`Appraisals app --> Configuration --> 360 Feedback`." msgstr "" -#: ../../content/applications/hr/appraisals.rst:22 -msgid "The :guilabel:`Configuration` menu in the *Appraisals* application is where the settings can be configured, feedback templates can be edited, frequencies can be set, evaluation scales can be managed, data for 360 feedback can be stored, and goal tags can be viewed/created." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:27 -#: ../../content/applications/hr/fleet.rst:13 -#: ../../content/applications/hr/lunch.rst:15 -#: ../../content/applications/hr/payroll.rst:15 -#: ../../content/applications/hr/recruitment.rst:34 -msgid "Settings" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:29 -msgid "To access the *Settings* menu, navigate to :menuselection:`Appraisals application --> Configuration --> Settings`." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:33 -msgid "Feedback templates" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:35 -msgid "Feedback templates are form outlines used during an employee appraisal. Any edits made to a template are, ultimately, reflected in the appraisals sent to employees." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:38 -msgid "There are two default templates pre-configured in Odoo *Appraisals*: one for employee feedback, and one for manager feedback. Each contains several sections, along with questions, and brief explanations for how to respond to the questions." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:42 -msgid "The :guilabel:`Employee Feedback Template` has the following sections: :guilabel:`My work`, :guilabel:`My future`, and :guilabel:`My feelings`." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:45 -msgid "The :guilabel:`Manager Feedback Template` has the following sections: :guilabel:`Feedback`, :guilabel:`Evaluation`, and :guilabel:`Improvements`." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:48 -msgid "Any desired changes to the default feedback templates can be made by making changes directly in each template." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:54 -msgid "The :guilabel:`Appraisals` section of the settings menu determines the frequency that appraisals are performed, and if it is possible to request additional feedback." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:-1 -msgid "The appraisals sections with the timeline filled in and 360 feedback enabled." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:64 -msgid "Appraisals plans" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:66 -msgid "By default, appraisals are pre-configured to be automatically created six months after an employee is hired, with a second appraisal exactly six months after that." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:69 -msgid "Once those two initial appraisals have been completed in the employee's first year, following appraisals are only created once a year (every twelve months)." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:72 -msgid "To modify this schedule, change the number of months in the blank fields under the :guilabel:`Appraisals Plans` section." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:76 -msgid "If the :guilabel:`Appraisals Plans` section is modified, **all** empty :guilabel:`Next Appraisal Dates` are modified for **all** employees." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:80 -#: ../../content/applications/hr/appraisals.rst:122 -msgid "360 feedback" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:82 -msgid "The :guilabel:`360 Feedback` option can be enabled to allow managers to request feedback from other employees using a different survey form, at any time, independent of the appraisal schedule." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:85 -msgid "Typically, managers ask for feedback from other people who work with an employee they manage. This includes the employee's various managers, peers, and direct reports." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:88 -msgid "To view the :guilabel:`360 Feedback` survey, click the :guilabel:`→ Internal link` icon at the end of the :guilabel:`Default Template` field. The :guilabel:`360 Feedback` survey loads, and any desired changes to the survey can be made." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:92 -msgid "For more information on how to edit a survey, refer to the :doc:`../marketing/surveys/create` document." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:96 -msgid "The :guilabel:`360 Feedback` form is a pre-configured survey within the *Surveys* application. In order to use the :guilabel:`360 Feedback` option, including the ability to edit the survey, the *Surveys* application **must** be installed." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:101 -msgid "Evaluation scale" -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:103 -msgid "On each employee appraisal form, final rating options appear by default. To view and edit these options, navigate to :menuselection:`Appraisals application --> Configuration --> Evaluation Scale`. This presents the ratings in a list view." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:107 -msgid "The pre-configured ratings are :guilabel:`Needs Improvement`, :guilabel:`Meets Expectations`, :guilabel:`Exceeds Expectations`, and :guilabel:`Strongly Exceeds Expectations`. To add another rating, click the :guilabel:`New` button." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:111 -msgid "When the :guilabel:`New` button is clicked on the :guilabel:`Evaluation Scale` page, a blank line appears at the bottom of the list. Enter the name of the rating in the field." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:114 -msgid "To rearrange the order of the ratings, click the :guilabel:`(six small gray boxes)` icon to the left of a rating, and drag the rating to the desired position on the list." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:-1 -msgid "The evaluation scale, with the new button and click and drag icons highlighted." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:124 -msgid "The :guilabel:`360 Feedback` section displays information for all the surveys currently configured in the *Appraisals* application. To view the surveys, and their statistics, navigate to :menuselection:`Appraisals application --> Configuration --> 360 Feedback`." -msgstr "" - -#: ../../content/applications/hr/appraisals.rst:-1 +#: ../../content/applications/hr/appraisals/360.rst:-1 msgid "A list view of all available surveys in the Appraisals application." msgstr "" -#: ../../content/applications/hr/appraisals.rst:132 -msgid "Each appraisal (or survey) is presented in its own line on the :guilabel:`360 Feedback` page, along with various information related to that particular appraisal." +#: ../../content/applications/hr/appraisals/360.rst:21 +msgid "Each appraisal, or survey, is presented on its own line on the :guilabel:`360 Feedback` dashboard, along with various information related to that particular appraisal." msgstr "" -#: ../../content/applications/hr/appraisals.rst:135 +#: ../../content/applications/hr/appraisals/360.rst:24 msgid "Each appraisal includes the following information:" msgstr "" -#: ../../content/applications/hr/appraisals.rst:137 +#: ../../content/applications/hr/appraisals/360.rst:26 msgid ":guilabel:`Survey Name`: the name of the specific survey." msgstr "" -#: ../../content/applications/hr/appraisals.rst:138 +#: ../../content/applications/hr/appraisals/360.rst:27 msgid ":guilabel:`Responsible`: the employee responsible for the survey, including the month and year they were given that designation." msgstr "" -#: ../../content/applications/hr/appraisals.rst:140 +#: ../../content/applications/hr/appraisals/360.rst:29 msgid ":guilabel:`Questions`: the number of questions in that particular survey." msgstr "" -#: ../../content/applications/hr/appraisals.rst:141 +#: ../../content/applications/hr/appraisals/360.rst:30 msgid ":guilabel:`Average Duration`: the average time a user spends completing the survey." msgstr "" -#: ../../content/applications/hr/appraisals.rst:142 +#: ../../content/applications/hr/appraisals/360.rst:31 msgid ":guilabel:`Registered`: the number of people who have been sent the survey." msgstr "" -#: ../../content/applications/hr/appraisals.rst:143 +#: ../../content/applications/hr/appraisals/360.rst:32 msgid ":guilabel:`Completed`: the number of people who have completed the survey." msgstr "" -#: ../../content/applications/hr/appraisals.rst:145 -msgid "Each appraisal also has two buttons at the end of each line: a :guilabel:`Test` button and a :guilabel:`See Results` button." +#: ../../content/applications/hr/appraisals/360.rst:33 +msgid ":guilabel:`Certified`: if the survey is for a certification, the percentage of users who have passed the certification." msgstr "" -#: ../../content/applications/hr/appraisals.rst:148 -msgid "To see what an appraisal looks like for the end user (i.e. an employee), click the :guilabel:`Test` button, and the appraisal loads in a new browser tab. The entire appraisal loads, and can be clicked through without having to enter any answers." +#: ../../content/applications/hr/appraisals/360.rst:36 +msgid "Each appraisal row offers two actions:" msgstr "" -#: ../../content/applications/hr/appraisals.rst:152 -msgid "To exit, close the tab. Or, click :guilabel:`This is a Test Survey. → Edit Survey` at the top of the page to be taken to the detail form for that particular survey." +#: ../../content/applications/hr/appraisals/360.rst:38 +msgid ":guilabel:`Test`: Opens the appraisal in a new tab to preview the questions without submitting answers. Close the tab to return to the list, or click :icon:`oi-arrow-right` :guilabel:`Go to Survey`/:guilabel:`Go to Appraisal` for the full form." msgstr "" -#: ../../content/applications/hr/appraisals.rst:155 -msgid "To view the results from everyone who completed an appraisal, click the :guilabel:`See Results` button. This presents all the answers for the survey in a new tab. Each question provides information on how many people responded to a question, and how many people skipped it. All answers for each question are visible." +#: ../../content/applications/hr/appraisals/360.rst:41 +msgid ":guilabel:`See Results`: :ref:`View response analytics `." msgstr "" -#: ../../content/applications/hr/appraisals.rst:160 -msgid "To exit, close the tab. Or, click :guilabel:`→ Edit Survey` at the top of the page to be taken to the detail form for that particular survey." +#: ../../content/applications/hr/appraisals/360.rst:46 +msgid "Request feedback" msgstr "" -#: ../../content/applications/hr/appraisals.rst:163 -msgid "In addition to viewing the responses from past appraisals and surveys, new surveys can also be created from the :guilabel:`360 Feedback` page. Simply click the :guilabel:`New` button in the top-left of the page to create a new survey." +#: ../../content/applications/hr/appraisals/360.rst:48 +msgid "To request feedback from a colleague, navigate to the **Appraisals** app, and click on the appraisal card to open it." msgstr "" -#: ../../content/applications/hr/appraisals.rst:167 -msgid "For more information on how to create a survey, refer to the :doc:`../marketing/surveys/create` document." +#: ../../content/applications/hr/appraisals/360.rst:51 +msgid "Click the :guilabel:`Ask Feedback` button, and an :guilabel:`Ask Feedback` email pop-up window appears, using the :guilabel:`Appraisal: Ask Feedback` email template." msgstr "" -#: ../../content/applications/hr/appraisals.rst:171 -msgid "In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`." +#: ../../content/applications/hr/appraisals/360.rst:54 +msgid "First, using the drop-down menu, select the employees being asked to provide feedback in the :guilabel:`Recipients` field. Multiple employees may be selected. Next, make any desired changes to the default message, and attach any relevant documents." msgstr "" -#: ../../content/applications/hr/appraisals.rst:174 -msgid ":doc:`appraisals/new_appraisals`" +#: ../../content/applications/hr/appraisals/360.rst:58 +msgid "The :guilabel:`Answer Deadline` date is automatically set to the day after the :guilabel:`Appraisal Date` on the appraisal form. Using the calendar selector, modify the date, if desired." msgstr "" -#: ../../content/applications/hr/appraisals.rst:175 -msgid ":doc:`appraisals/goals`" +#: ../../content/applications/hr/appraisals/360.rst:61 +msgid "Click :guilabel:`Send`, and the feedback requests are sent to the specified employees." msgstr "" -#: ../../content/applications/hr/appraisals.rst:176 -msgid ":doc:`appraisals/appraisal_analysis`" +#: ../../content/applications/hr/appraisals/360.rst:-1 +msgid "The email pop-up when requesting feedback from other employees." msgstr "" -#: ../../content/applications/hr/appraisals.rst:177 -msgid ":doc:`appraisals/skills_evolution`" +#: ../../content/applications/hr/appraisals/360.rst:69 +msgid "View results" +msgstr "" + +#: ../../content/applications/hr/appraisals/360.rst:71 +msgid "To view the results from everyone who has completed a survey, click the :guilabel:`See Results` button at the end of the corresponding survey line in the :ref:`360 Feedback dashboard `. This presents all the answers for the survey in a new tab. Each question provides information on how many people responded to a question, and how many people skipped it. All answers for each question are visible." +msgstr "" + +#: ../../content/applications/hr/appraisals/360.rst:77 +msgid "To save a PDF version of the survey results, click the :icon:`fa-print` :guilabel:`(Print)` icon at the top of the page. To exit, close the tab." +msgstr "" + +#: ../../content/applications/hr/appraisals/360.rst:80 +msgid "In addition to viewing the responses from past appraisals and surveys, new surveys can also be created from the :guilabel:`360 Feedback` page. Click the :guilabel:`New` button in the top-left of the page to create a new survey." +msgstr "" + +#: ../../content/applications/hr/appraisals/360.rst:84 +msgid "For more information on how to create a survey, refer to the :doc:`../../marketing/surveys/create` document." msgstr "" #: ../../content/applications/hr/appraisals/appraisal_analysis.rst:3 @@ -267,90 +153,106 @@ msgid "To access the *Appraisal Analysis* report, navigate to :menuselection:`Ap msgstr "" #: ../../content/applications/hr/appraisals/appraisal_analysis.rst:12 -msgid "On the :guilabel:`Appraisal Analysis` page, a report loads, displaying all the appraisals in the database. Each entry is highlighted in a different color to represent their status:" +msgid "On the :guilabel:`Appraisal Analysis` page, a report loads, displaying all the appraisals in the database, in a default graph chart. Appraisals are grouped by :guilabel:`Month`, then :guilabel:`Department`." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:16 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:17 +msgid "View by status" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:19 +msgid "Another way to view the *Appraisal Analysis* report is in the Gantt view, which provides visual information on the appraisal's status." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:22 +msgid "Navigate to :menuselection:`Appraisals app --> Reporting --> Appraisal Analysis`, and click the :icon:`fa-tasks` :guilabel:`(Gantt)` icon in the upper-right corner. The report displays the current year, grouped by department, with the current month highlighted." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:26 +msgid "Each entry is highlighted in a different color to represent their status:" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:29 msgid "Color" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:16 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:29 msgid "Status" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:16 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:29 msgid "Meaning" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:18 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:31 msgid "Yellow" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:18 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:31 msgid ":guilabel:`Done`" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:18 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:31 msgid "The appraisal was completed." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:20 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:33 msgid "Orange" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:20 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:33 msgid ":guilabel:`Appraisal Sent`" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:20 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:33 msgid "The appraisal was confirmed, but not completed." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:22 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:35 msgid "Red" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:22 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:35 msgid ":guilabel:`Cancelled`" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:22 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:35 msgid "The appraisal was cancelled." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:24 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:37 msgid "Gray" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:24 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:37 msgid ":guilabel:`To Start`" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:24 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:37 msgid "The appraisal was scheduled, but not confirmed." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:28 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:41 msgid "Appraisals are scheduled automatically (appear in gray), according to their respective :ref:`appraisals/appraisal-plan`." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:31 -msgid "The report displays the current year, in a default Gantt view, grouped by department, with the current month highlighted." +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:44 +msgid "To change the period of time that is presented, adjust the date settings in the top-left corner of the report by clicking the :icon:`fa-calendar` :guilabel:`From: (date) to (date)` to reveal a drop-down menu of options. The options to display are :guilabel:`Today`, :guilabel:`This week`, :guilabel:`This month`, :guilabel:`This quarter`, and :guilabel:`This year`." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:34 -msgid "To change the period of time that is presented, adjust the date settings in the top-left corner of the report by clicking the default :guilabel:`Year` to reveal a drop-down menu of options. The options to display are :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, and :guilabel:`Year`. Use the adjacent arrows to move forward or backward in time." +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:49 +msgid "Additionally, a range of dates can be entered in the :guilabel:`From` and :guilabel:`To` fields at the bottom of the list, then click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:39 -msgid "At any point, click the :guilabel:`Today` button to have the Gantt view include today's date in the view." +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:52 +msgid "At any point, click the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button to have the report include today's date in the view." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:42 -msgid "To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying the due date for the appraisal. To view more details, click the :guilabel:`View` button, and further details appear in a pop-up window." +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:55 +msgid "To view the details of any appraisal, click on any appraisal. A pop-over window appears, displaying the due date for the appraisal. To view more details, click the :guilabel:`View` button, and further details appear in an :guilabel:`Open` pop-up window." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:46 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:59 msgid "The report can have other :ref:`filters ` and :ref:`groupings ` set in the search bar at the top." msgstr "" @@ -358,51 +260,51 @@ msgstr "" msgid "A report showing all the appraisals for the Appraisal Analysis report." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:56 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:68 msgid "Group by status" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:58 -msgid "When a company has a large number of employees, the default :guilabel:`Appraisal Analysis` report may display too much information to view easily. In this scenario, viewing the data by status can be beneficial." +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:70 +msgid "When a company has a large number of employees, the default :guilabel:`Appraisal Analysis` report may display too much information to view at one time. In this scenario, viewing the data by status can be beneficial." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:62 -msgid "First, remove the default :icon:`oi-group` :guilabel:`Department` grouping from the search bar. Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the far-right of the search bar. Click :guilabel:`Status` in the :icon:`oi-group` :guilabel:`Group By` column. Click away from the drop-down menu to close it." +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:74 +msgid "First, clear any filters or groups from the search bar. Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the far-right of the search bar. Click :guilabel:`Status` in the :icon:`oi-group` :guilabel:`Group By` column. Click away from the drop-down menu to close it." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:67 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:78 msgid "All the appraisals are now organized by status, in the following order: :guilabel:`Cancelled`, :guilabel:`Done`, :guilabel:`To Start`, and :guilabel:`Appraisal Sent`." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:70 -msgid "This view makes it easy to see which appraisals need to be completed, and when, as well as which appraisals still need to be confirmed." +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:81 +msgid "This view shows which appraisals need to be completed, and when, as well as which appraisals still need to be confirmed." msgstr "" #: ../../content/applications/hr/appraisals/appraisal_analysis.rst:-1 msgid "A report showing all the appraisals, grouped by status." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:78 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:88 msgid "Use case: view only the user's appraisals" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:80 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:90 msgid "When viewing the :guilabel:`Appraisal Analysis` report, it can save time to only view the appraisals the signed-in user is responsible for, and hide the rest." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:83 -msgid "To only view this data, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the far-right of the search bar, revealing a drop-down menu." +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:93 +msgid "To only view this data, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the far-right of the search bar, revealing a drop-down menu." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:87 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:97 msgid "It is not necessary to remove the default :icon:`oi-group` :guilabel:`Department` grouping. If it remains active, the results are grouped by department. If it is removed, the results appear in a list, alphabetically." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:91 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:101 msgid "Click :guilabel:`Add Custom Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, and a :guilabel:`Add Custom Filter` pop-up window appears." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:94 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:104 msgid "Click into the first field, and a pop-over appears with a variety of options. Click the :icon:`fa-chevron-right` :guilabel:`(right arrow)` icon after the word :guilabel:`Employee`, then scroll down and click on :guilabel:`Manager`. Next, set the middle field to :guilabel:`=` :guilabel:`(equal)`. Last, click the third field and select the desired user from the list. When all the fields are set, click :guilabel:`Add`." msgstr "" @@ -410,11 +312,11 @@ msgstr "" msgid "A customized filter to show only the user's employees." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:104 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:113 msgid "Now, the only appraisals that appear are the appraisals that the selected user is responsible for, instead of viewing *all* the appraisals." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:107 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:116 msgid "This report can also be :ref:`grouped by status `." msgstr "" @@ -422,426 +324,569 @@ msgstr "" msgid "A report showing only the appraisals the user is responsible for, by status." msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:114 -#: ../../content/applications/hr/appraisals/skills_evolution.rst:163 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:122 +#: ../../content/applications/hr/appraisals/skills_evolution.rst:159 msgid ":doc:`Odoo essentials reporting <../../essentials/reporting>`" msgstr "" -#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:115 -#: ../../content/applications/hr/appraisals/skills_evolution.rst:164 +#: ../../content/applications/hr/appraisals/appraisal_analysis.rst:123 +#: ../../content/applications/hr/appraisals/skills_evolution.rst:160 msgid ":doc:`../../essentials/search`" msgstr "" +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:3 +msgid "Appraisal templates" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:8 +msgid "The **Appraisals** app uses a preconfigured default template, which is general enough to be applicable to all employees. If desired, the default template :ref:`can be modified `, or, if different templates are needed, such as department-specific appraisal templates, new templates :ref:`can be created `." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:16 +msgid "Modify appraisal templates" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:18 +msgid "If needed, changes can be made to the default template. To view the default template, navigate to :menuselection:`Appraisals app --> Configuration --> Appraisal Templates`." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:21 +msgid "The default template appears in a list view, named :guilabel:`Default Template`. Click on the template to view the template details. Make any desired changes to the template." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:24 +msgid "The default template consists of the following questions:" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:26 +msgid "Odoo **Appraisals** default appraisal template" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:29 +msgid "**Employee Feedback**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:30 +msgid "**Manager Feedback**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:33 +msgid "**My work**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:35 +msgid "**What are my best achievement(s) since my last appraisal?**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:37 +msgid "*Describe something that made you proud, a piece of work positive for the company.*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:39 +msgid "**What has been the most challenging aspect of my work this past year and why?**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:41 +msgid "*Did you face new difficulties? Did you confront yourself to new obstacles?*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:43 +msgid "**What would I need to improve my work?**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:45 +msgid "*How can the company help you with your needs and objectives so you can reach your goals and foster better collaboration.*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:48 +msgid "**My future**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:50 +msgid "**What are my short and long-term goals with the company, and for my career?**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:52 +msgid "*Give an example of a short-term objective (< 6 months)*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:53 +msgid "*Give an example of a long-term objective (> 6 months)*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:55 +msgid "**Which parts of my job do I most / least enjoy?**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:57 +msgid "*Every job has strong points - which tasks do you enjoy the most and the least?*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:59 +msgid "**My feelings**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:61 +msgid "**How do I feel about the company...**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:63 +msgid "Culture/Behavior: |5-stars|" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:64 +msgid "Internal Communication: |5-stars|" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:66 +msgid "**How do I feel about my own...**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:68 +msgid "Job content: |5-stars|" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:69 +msgid "Work organization: |5-stars|" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:70 +msgid "Remuneration: |5-stars|" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:72 +msgid "**Feedback**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:74 +msgid "**Give one positive achievement that convinced you of the employee's value.**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:76 +msgid "*Some achievements that illustrate their strengths in addressing job challenges.*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:78 +msgid "**Evaluation**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:81 +msgid "*Stress Resistance*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:81 +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:83 +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:85 +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:87 +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:89 +msgid "|5-stars|" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:83 +msgid "*Time Management*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:85 +msgid "*Teamwork*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:87 +msgid "*Autonomy*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:89 +msgid "*Pro-activity*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:92 +msgid "**Improvements**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:94 +msgid "**How could the employee improve?**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:96 +msgid "*From a manager's point of view, how could you help them overcome their weaknesses?*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:98 +msgid "**Short term (6-months) actions / decisions / objectives**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:100 +msgid "*Do you need a rapid response to the current situation?*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:102 +msgid "**Long term (> 6 months) career discussion, where does the employee want to go, how can you help them reach this path?**" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:105 +msgid "*How do you see the employee's future - does your vision align with their aspirations?*" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:110 +msgid "Create appraisal templates" +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:112 +msgid "Large companies with many departments may prefer department-specific appraisal templates, instead of using a default universal template. Creating and using department-specific templates can be helpful if specific feedback is needed." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:117 +msgid "An appliance repair company has two main types of employees, office workers who handle administrative tasks and scheduling, and repair technicians who work in the field, performing repairs at customers' homes." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:121 +msgid "This type of company may create two different appraisal templates, one for the office workers, and one for the on-site repair technicians." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:124 +msgid "To create a new appraisal template, click the :guilabel:`New` button in the upper-left corner. Next, :doc:`configure the appraisal <../../marketing/surveys/create>` by adding questions to the template." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:127 +msgid "Additionally, a new appraisal template can be created by duplicating the default template, and making modifications to the copy. To duplicate the template, navigate to :menuselection:`Appraisals app --> Configuration --> Appraisal Templates`, then click on the template being duplicated. Click the :icon:`fa-gear` :guilabel:`(Actions)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate`." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:132 +msgid "First, change the name of the template, then make any desired changes to the template." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:135 +msgid "Appraisal templates are housed in the **Surveys** app. Any appraisal template created *in* the **Appraisals** app must be configured to be used with the **Appraisals** app, or it will *not* be available for appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:139 +msgid "To ensure a new template is available for the **Appraisals** app, navigate to the **Surveys** app, and click on the appraisal template." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:142 +msgid "Tick the radio button next to :guilabel:`Appraisal` at the top of the survey. This setting allows the survey to be used in the **Appraisals** app, and is visible in the :guilabel:`Appraisal Template` drop-down menu." +msgstr "" + +#: ../../content/applications/hr/appraisals/appraisal_templates.rst:0 +msgid "The appraisal radio button ticked on an appraisal form in the Surveys app." +msgstr "" + #: ../../content/applications/hr/appraisals/goals.rst:3 msgid "Goals" msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:5 -msgid "The Odoo *Appraisals* application allows managers to set goals for their employees. That way, employees know what to work toward before their next review." +msgid "The Odoo **Appraisals** application allows managers to set (and track) clear goals for their employees. Continuous progress towards goals give employees a concrete target between reviews, and give managers reliable insights when evaluating performance." msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:8 -msgid "To view all goals, navigate to :menuselection:`Appraisals app --> Goals`. This presents all the goals for every employee, in a default Kanban view." +#: ../../content/applications/hr/appraisals/goals.rst:10 +msgid "View goals" msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:13 -msgid "Each goal card contains the following information:" +#: ../../content/applications/hr/appraisals/goals.rst:12 +msgid "To view all goals, navigate to :menuselection:`Appraisals app --> Goals`. This presents all the goals for every employee, in a default list view, grouped by :guilabel:`Employee`." msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:15 -msgid ":guilabel:`Goal`: the name of the goal." -msgstr "" - -#: ../../content/applications/hr/appraisals/goals.rst:16 -msgid ":guilabel:`Employee`: the employee the goal is assigned to." +msgid "Click on an employee to expand the listed goals. Each goal displays the following information:" msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:17 -msgid ":icon:`fa-clock-o` :guilabel:`(clock)` icon: displays the corresponding :doc:`activity icon <../../essentials/activities>` for the record. If no activities are scheduled, the default icon is the :icon:`fa-clock-o` :guilabel:`(clock)`. If any activities have been scheduled, the icon represents the activity scheduled soonest." +msgid ":guilabel:`Name`: The name of the goal." msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:21 -msgid ":guilabel:`Deadline`: the due date for the goal." +#: ../../content/applications/hr/appraisals/goals.rst:18 +msgid ":guilabel:`Created on`: The date the goal was made." msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:22 -msgid ":guilabel:`Progress`: the percentage of competency set for the goal. The options are :guilabel:`0%`, :guilabel:`25%`, :guilabel:`50%`, :guilabel:`75%`, or :guilabel:`100%`." +#: ../../content/applications/hr/appraisals/goals.rst:19 +msgid ":guilabel:`Progress`: The percentage of progress the employee has achieved." msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:24 -msgid ":guilabel:`Employee Icon`: the profile icon of the employee the goal is assigned to." +#: ../../content/applications/hr/appraisals/goals.rst:20 +msgid ":guilabel:`Employee`: The employee assigned to the goal." msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:26 -msgid "If a goal is completed, a :guilabel:`Done` banner appears in the top-right corner of the goal card." +#: ../../content/applications/hr/appraisals/goals.rst:23 +msgid "Only employees with goals assigned to them appear in the list." msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:-1 -msgid "The goals Kanban view, with nine goal cards." +msgid "A list of goals for all employees." +msgstr "" + +#: ../../content/applications/hr/appraisals/goals.rst:31 +msgid "Create goals" msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:33 -msgid "Every individual goal requires its own record for each employee. If multiple employees have the same goal, a goal card for each employee appears on the list." +msgid "To create new goals, navigate to :menuselection:`Appraisals app --> Goals`, and click :guilabel:`New` in the top-left corner to open a blank goal form. Add the following information on the form:" msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:36 -msgid "For example, if Bob and Sara have the same goal of `Typing`, two cards appear in the Kanban view: one `Typing` goal for Bob, and another `Typing` goal for Sara." +#: ../../content/applications/hr/appraisals/goals.rst:37 +msgid ":guilabel:`Goal`: Type in a brief name for the goal in this field." +msgstr "" + +#: ../../content/applications/hr/appraisals/goals.rst:38 +msgid ":guilabel:`Employee`: Using the drop-down menu, select the employee being assigned the goal. Once this field is populated, the employee's manager populates the :guilabel:`Manager` field." msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:40 -msgid "New goal" +msgid ":guilabel:`Progress`: Click the current percentage of competency for the goal. The options are :guilabel:`0%`, :guilabel:`25%`, :guilabel:`50%`, :guilabel:`75%`, or :guilabel:`100%`." msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:42 -msgid "To create a new goal, navigate to :menuselection:`Appraisals app --> Goals`, and click :guilabel:`New` top-left corner to open a blank goal form." +msgid ":guilabel:`Manager`: Using the drop-down menu, select the employee's manager (if not already selected)." +msgstr "" + +#: ../../content/applications/hr/appraisals/goals.rst:44 +msgid ":guilabel:`Deadline`: Using the calendar selector, enter the due date for the goal." msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:45 -msgid "Input the :guilabel:`Goal`, :guilabel:`Employee`, :guilabel:`Progress`, and :guilabel:`Deadline`, information on the goal card, as discussed in the :ref:`goal card ` section of this document." +msgid ":guilabel:`Tags`: Using the drop-down menu, add any relevant :ref:`tags ` to the goal." msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:49 -msgid "The information requested is all the same information that appears on the goal card in the Kanban view, with the addition of a :guilabel:`Tags` field and a :guilabel:`Description` tab." +#: ../../content/applications/hr/appraisals/goals.rst:47 +msgid ":guilabel:`Description` tab: Enter any details regarding the goal in this tab." msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:53 -msgid "The *Appraisals* application does **not** have any pre-configured tags, so all tags need to be added. To add a tag, enter the name of the tag on the line, then click :guilabel:`Create \"(tag)\"`. Repeat this for all tags that need to be added." -msgstr "" - -#: ../../content/applications/hr/appraisals/goals.rst:57 -msgid "The current user populates the :guilabel:`Employee` field, by default, and the :guilabel:`Manager` field populates with the manager set on the employee profile." -msgstr "" - -#: ../../content/applications/hr/appraisals/goals.rst:60 -msgid "Make any necessary changes to the form, and add any notes that might be useful to clarify the goal in the :guilabel:`Description` tab." +#: ../../content/applications/hr/appraisals/goals.rst:50 +msgid "Some goals can be broken down into steps, which may be input as a checklist. A checklist is a tool the employee may use to mark their progress." msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:-1 -msgid "A goal form filled out for a Python skill, set to 50% proficiency." +msgid "A completed goal created for learning Python." msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:68 -msgid "Completed goals" +#: ../../content/applications/hr/appraisals/goals.rst:59 +msgid "Tags" msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:70 -msgid "When a goal has been met, it is important to update the record. A goal can be marked as `Done` in one of two ways: from the main :guilabel:`Goals` dashboard, or from the individual goal card." +#: ../../content/applications/hr/appraisals/goals.rst:61 +msgid "Adding tags to goals can help when viewing the goals report, to see how many goals with specific tags are assigned to employees." +msgstr "" + +#: ../../content/applications/hr/appraisals/goals.rst:64 +msgid "To view all the current tags, and add new ones, navigate to :menuselection:`Appraisals app --> Configuration --> Tags`. All tags appear in a list view. The default tags are: :guilabel:`External`, :guilabel:`Hard Skills`, :guilabel:`Internal`, :guilabel:`Programming`, :guilabel:`Soft Skills`, and :guilabel:`Training`." +msgstr "" + +#: ../../content/applications/hr/appraisals/goals.rst:69 +msgid "To add a new tag, click the :guilabel:`New` button in the upper-left corner, and a new line appears at the bottom of the list. Enter the tag, then press return or click away from the field." msgstr "" #: ../../content/applications/hr/appraisals/goals.rst:73 -msgid "To mark a goal as `Done` from the main :guilabel:`Goals` dashboard, click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top-right of a goal card." +msgid "Update goals" msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:77 -msgid "The :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon **only** appears when the mouse hovers over the top-right corner of a goal card." +#: ../../content/applications/hr/appraisals/goals.rst:75 +msgid "During employee appraisals, goals are reviewed to see how much progress the employee has made. When an employee has achieved the next level of progress, the goal must be updated accordingly." msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:80 -msgid "Then, click :guilabel:`Mark as Done` from the resulting drop-down menu. A green :guilabel:`Done` banner appears in the top-right corner of the goal card." +#: ../../content/applications/hr/appraisals/goals.rst:78 +msgid "To update a goal's progress percentage, navigate to :menuselection:`Appraisals app --> Goals`. Expand the employee whose goals are being evaluated, and click on an individual goal to open the goal record." msgstr "" -#: ../../content/applications/hr/appraisals/goals.rst:83 -msgid "To mark a goal as `Done` from the goal card itself, click on a goal card to open that goal's form. Then, click the :guilabel:`Mark as Done` button in the top-left of the form. When clicked, a green :guilabel:`Done` banner appears in the top-right corner of the goal form." +#: ../../content/applications/hr/appraisals/goals.rst:82 +msgid "Click the new :guilabel:`Progress` box to set the new progress level. It is recommended to add notes in the :guilabel:`Description` tab, as the employee progresses with the goal. The notes should include dates the progress changed, and any supporting information regarding the change." +msgstr "" + +#: ../../content/applications/hr/appraisals/goals.rst:87 +msgid "Goal progress can be updated at any time by the employee's manager, not only during an appraisal." +msgstr "" + +#: ../../content/applications/hr/appraisals/goals.rst:90 +msgid "Complete goals" +msgstr "" + +#: ../../content/applications/hr/appraisals/goals.rst:92 +msgid "When a goal has been met, it is important to update the record. Navigate to :menuselection:`Appraisals app --> Goals`. Expand the employee whose goals are being evaluated, and click on an individual goal to open the goal record." +msgstr "" + +#: ../../content/applications/hr/appraisals/goals.rst:96 +msgid "Click the :guilabel:`Mark as Done` button in the upper-left corner. A green :guilabel:`Done` banner appears in the top-right corner of the goal card, and the :guilabel:`Progress` changes to :guilabel:`100%`." +msgstr "" + +#: ../../content/applications/hr/appraisals/goals.rst:101 +msgid "On the :guilabel:`Goals` dashboard, completed goals are indicated with a green :guilabel:`100%` in the :guilabel:`Progress` column." msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:3 -msgid "New appraisals" +msgid "Conduct appraisals" msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:5 -msgid "To create a new appraisal for an employee, first navigate to the main *Appraisals* dashboard by opening the :menuselection:`Appraisals` app. The :guilabel:`Appraisals` dashboard is the default view." +msgid "This guide explains the end-to-end appraisal workflow in Odoo, from creation to final rating, showing how managers and employees collaborate at each stage." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:10 -msgid "Appraisals dashboard" +#: ../../content/applications/hr/appraisals/new_appraisals.rst:8 +msgid ":ref:`Employee self-assessment `: The employee completes the Employee's Feedback template and updates their skills. Responses remain hidden until the employee sets the form to *Visible to Manager*." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:12 -msgid "All appraisals are displayed on the dashboard in a default Kanban view, with a list of groupings on the left side of the dashboard, including :guilabel:`COMPANY`, :guilabel:`DEPARTMENT`, and :guilabel:`STATUS`." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:11 +msgid ":ref:`Manager feedback `: While the employee works on their section, the manager reviews goals, gathers peer input if needed, and fills out the *Manager's Feedback* template. Feedback can remain hidden until the appraisal meeting." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:16 -msgid "Click any grouping option to view appraisals for **only** the chosen selection." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:14 +msgid ":ref:`Appraisal review `: Manager and employee meet to discuss both feedback sections, validate skill changes, and agree on next steps. The meeting can be scheduled directly from the appraisal or the calendar." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:19 -msgid "Only groupings with multiple selections appear in the list. For example, if a database only has one company, the :guilabel:`COMPANY` grouping does **not** appear, since there is no other company to select." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:17 +msgid ":ref:`Completion and rating `: After the discussion, the manager assigns a final rating, adds any private notes, and marks the appraisal Done. The record then locks unless it is reopened for further edits." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:23 -msgid "Each appraisal card displays the following information:" -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:25 -msgid "**Name**: the employee's name." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:26 -msgid "**Department**: the department the employee is associated with." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:21 +msgid "Throughout the process, optional actions, such as requesting peer feedback or logging private manager notes, enhance the appraisal's accuracy and relevance." msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:27 -msgid "**Company**: the company the employee works for. This only appears in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:28 -msgid "**Date**: the date the appraisal was requested, or is scheduled for in the future." +msgid "Employee self-assessment" msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:29 -msgid "**Activities**: any :doc:`activities <../../essentials/activities>` that are scheduled for the appraisal, such as *Meetings* or *Phone Calls*." +msgid "Once an appraisal is confirmed, the employee is required to fill out the self-assessment." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:31 -msgid "**Manager**: the employee's manager, indicated by the profile icon in the bottom-right corner of an appraisal card." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:32 +msgid "Only confirmed appraisals can be worked on. If an appraisal is *not* confirmed, the fields on the appraisal form cannot be edited, and feedback cannot be recorded." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:33 -msgid "**Status banner**: the status of the appraisal. A banner appears if an appraisal is marked as either *Canceled* or *Done*. If no banner is present, that means the appraisal has not happened, or has not been scheduled yet." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:35 +msgid "After the employee receives a notification via email that an appraisal is confirmed and scheduled, they are requested to fill out their half of the default appraisal template, and update any skills." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:37 -msgid "To view the details of any appraisal, click on the card to open the appraisal form." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:38 +msgid "Employee's can click on the link in the confirmation email to navigate to the appraisal, or they can open their appraisal in the **Appraisals** app. To do this, open the **Appraisals** app, then click on the appraisal card." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:-1 -msgid "The Appraisals dashboard with each appraisal in its own box." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:42 +msgid "The :guilabel:`Employee's Feedback` half of the template includes the following sections: :guilabel:`My work`, :guilabel:`My future`, and :guilabel:`My feelings`. Each of these sections consists of several questions for the employee to answer, allowing the employee to perform a self-assessment, and provide feedback on how they feel about the company and their role." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:44 -msgid "Create an appraisal" -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:46 -msgid "To create a new appraisal, click the :guilabel:`New` button in the upper-left corner of the :guilabel:`Appraisals` dashboard. Doing so reveals a blank appraisal form. After entering a name in the first blank field, proceed to enter the following information on the form:" +#: ../../content/applications/hr/appraisals/new_appraisals.rst:48 +msgid "Employee skills" msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:50 -msgid ":guilabel:`Manager`: select the employee's manager from the drop-down menu. The manager is responsible for completing the *Manager's Feedback* section of the appraisal. This field auto-populates after the employee is selected, if they have a manager set on their employee profile." +msgid "After completing the :ref:`Employee's Feedback ` section in the :guilabel:`Appraisal` tab, the employee next updates their skills in the :guilabel:`Skills` tab." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:54 -msgid ":guilabel:`Appraisal Date`: the current date is automatically entered in this field. This field is automatically updated once the appraisal is completed or cancelled, with the corresponding date of completion or cancellation." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:53 +msgid "Any skills that were present on the employee's record when the appraisal was confirmed, appear in this tab. If a :guilabel:`Skill Level` has changed since the last appraisal, the level must be updated." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:57 -msgid ":guilabel:`Department`: select the employee's department from the drop-down menu. This field auto-populates after the employee is selected, if they have a department set on their employee profile." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:58 +msgid "The :guilabel:`Skills` tab does not appear on the appraisal until the appraisal is confirmed." msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:60 -msgid ":guilabel:`Company`: select the employee's company from the drop-down menu. This field auto-populates after the employee is selected, if they have a company set on their employee profile." +msgid "Click on the :guilabel:`Skill Level` for the skill that has changed, revealing a drop-down of all available levels. Click on the new level for the skill. Once selected, the :guilabel:`Progress` field updates accordingly. Next, click into the :guilabel:`Justification` field for the skill, and enter any relevant details explaining the change. This field is not necessary, but may aid management when reviewing the employee's skills." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:65 -msgid "The only required fields for the appraisal form are the employee's name, the :guilabel:`Manager`, and the :guilabel:`Company`." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:67 +msgid "Complete the self-assessment" msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:68 -msgid "Once the form is complete, click the :guilabel:`Confirm` button to confirm the appraisal request." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:69 +msgid "The employee feedback remains hidden from management while the employee is performing their self-assessment. Once the employee has completed their half of the appraisal, and updated any skills, they tick the gray :guilabel:`Not Visible to Manager` toggle. This changes the toggle text to :guilabel:`Visible to Manager`, the color changes to green, and their responses are then visible to management." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:70 -msgid "Once confirmed, the employee receives an email stating that an appraisal was requested, and is then prompted to schedule an appraisal date." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:73 -msgid "The status changes to :guilabel:`Confirmed`, and the :guilabel:`Employee's Feedback` section of the :guilabel:`Appraisal` tab is grayed out. The information in that section only appears after the self-assessment is published by the employee. The :guilabel:`Final Rating` field also appears once the appraisal request is confirmed." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:78 -msgid "If there are any existing appraisals for the employee, an :guilabel:`Appraisal` smart button appears at the top of the page, listing the total number of appraisals there are for the employee." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:75 +msgid "Additionally, a green dot appears on the appraisal card on the **Appraisals** app dashboard, indicating the employee has completed their assessment, and marked their half of the appraisal as done." msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:82 -msgid "Ask for feedback" +msgid "Manager feedback" msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:84 -msgid "As part of the appraisal process, the manager can request feedback on an employee from anyone in the company. Feedback is usually requested from co-workers and other people who interact with, or work with, the employee. This is to get a more well-rounded view of the employee, and aid in the manager's overall assessment." +msgid "While the employee is completing their :guilabel:`Employee's Feedback` section, the manager fills out the :guilabel:`Manager's Feedback` section." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:89 -msgid "To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask Feedback` button appears at the top of the form." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:87 +msgid "Before the manager fills out their portion of the appraisal, managers typically review the employee's goals and skills, and ask for :ref:`additional feedback ` from the employee's coworkers, to better understand all the achievements and challenges for the employee." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:92 -msgid "When the :guilabel:`Ask Feedback` button is clicked, an :guilabel:`Ask Feedback` email pop-up form appears, using the :guilabel:`Appraisal: Ask Feedback` email template, which sends the :guilabel:`360 Feedback` survey." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:91 +msgid "Once the manager has all the information they need to evaluate the employee, they fill out the :guilabel:`Manager's Feedback` section of the appraisal form. The manager's half has the following sections: :guilabel:`Feedback`, :guilabel:`Evaluation`, and :guilabel:`Improvements`." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:96 -msgid "Enter the employees being asked to complete the survey in the :guilabel:`Recipients` field. Multiple employees may be selected." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:95 +msgid "The manager's appraisal focuses on the employee's accomplishments, as well as identifying areas of improvements, with actionable steps to help the employee achieve their goals in both the long and short term." msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:99 -msgid "The email template has dynamic placeholders to personalize the message. Add any additional text to the email, if desired." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:102 -msgid "If required, an :guilabel:`Answer Deadline` can be added, as well." +msgid "When the feedback section is completed, the manager can tick the :guilabel:`Not Visible to Employee` toggle. This changes the toggle text to :guilabel:`Visible to Employee`, the color changes to green, and their responses are then visible to the employee." msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:104 -msgid "If any attachments are needed, click the :icon:`fa-paperclip` :guilabel:`Attachments` button, and a file explorer window appears. Navigate to the file(s), select them, then click :guilabel:`Open`." +msgid "Some managers prefer to keep their feedback hidden from the employee until they :ref:`meet with the employee ` to discuss the appraisal." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:107 -msgid "When the email is ready to send, click :guilabel:`Send.`" +#: ../../content/applications/hr/appraisals/new_appraisals.rst:110 +msgid "Ask for feedback" msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:-1 -msgid "The email pop-up when requesting feedback from other employees." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:114 -msgid "Appraisal form" +#: ../../content/applications/hr/appraisals/new_appraisals.rst:112 +msgid "As part of the appraisal process, the manager can :ref:`request feedback for an employee ` from anyone in the company about an employee. In Odoo, this is referred to as *360 Feedback*." msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:116 -msgid "Once an appraisal is confirmed, the next steps require the employee to fill out the self-assessment, after which the manager completes their assessment." +msgid "Feedback is requested from coworkers and anyone else who works with the employee. This is to get a more well-rounded view of the employee, and aid in the manager's overall assessment." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:122 -msgid "Employee's feedback" +#: ../../content/applications/hr/appraisals/new_appraisals.rst:120 +msgid "To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask Feedback` button appears in the upper-left corner of the form." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:124 -msgid "To complete their portion of feedback, employees should navigate to the main :menuselection:`Appraisals application` dashboard, where the only entries visible are appraisals for the employee, themselves, and/or anyone they manage and have to provide manager feedback for." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:126 +msgid "Appraisal review" msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:128 -msgid "Click on the appraisal to open the appraisal form. Enter responses in the :guilabel:`Employee's Feedback` section, under the :guilabel:`Appraisal` tab." +msgid "Once both portions of an appraisal are completed (the :ref:`employee ` and :ref:`manager ` feedback sections), it is time for the employee and manager to :ref:`meet and discuss the appraisal `." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:131 -msgid "When completed, click the :guilabel:`Not Visible to Manager` toggle (the default setting once an appraisal is confirmed). When clicked, the toggle changes to :guilabel:`Visible to Manager`." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:132 +msgid "During the appraisal meeting, the manager reviews both the :ref:`Employee's Feedback ` section as well as their own :ref:`Manager feedback `." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:-1 -msgid "The feedback section for the employee with the toggle button highlighted." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:136 +msgid "Additionally, the employee's :ref:`skills ` and :doc:`goals ` are reviewed at this time, and updated as needed." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:141 -msgid "Manager's feedback" +#: ../../content/applications/hr/appraisals/new_appraisals.rst:142 +msgid "Schedule appraisal review" msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:143 -msgid "After the employee has completed the :guilabel:`Employee's Feedback` section, under the :guilabel:`Appraisal` tab, it is time for the manager to fill out the :guilabel:`Manager's Feedback` section." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:144 +msgid "A meeting can be scheduled in one of two ways: either from the **Appraisals** app dashboard, or from an individual appraisal card." msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:147 -msgid "The manager enters their responses in the fields in the :ref:`same manner as the employee `." +msgid "To schedule an appraisal from the dashboard of the **Appraisals** app, first navigate to :menuselection:`Appraisals app --> Appraisals`." msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:150 -msgid "When the feedback section is completed, click the :guilabel:`Not Visible to Employee` toggle (the default setting once an appraisal is confirmed). When clicked, the toggle changes to :guilabel:`Visible to Employee`." +msgid "Click the activity icon beneath the appraisal date on the desired appraisal card, and an activity pop-up window appears. Click :icon:`fa-plus` :guilabel:`Schedule an activity`, and set the :guilabel:`Activity Type`` to :guilabel:`Meeting`. For more information on scheduling activities, refer to the :ref:`activities documentation `." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:-1 -msgid "The feedback section for both employees and managers. The toggle buttons are highlighted." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:155 +msgid "Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, make any desired modifications, such as designating a :guilabel:`Start` time." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:159 -#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 -msgid "Skills tab" +#: ../../content/applications/hr/appraisals/new_appraisals.rst:158 +msgid "The employee populates the :guilabel:`Attendees` section by default. Add anyone else who should be in the meeting, if necessary." msgstr "" #: ../../content/applications/hr/appraisals/new_appraisals.rst:161 -msgid "Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The :guilabel:`Skills` tab of the appraisal form auto-populates with the skills from the :ref:`employee form `, once an appraisal is confirmed." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:165 -msgid "Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Progress`, and :guilabel:`Justification` are displayed for each skill." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:168 -msgid "Update any skills, or add any new skills to the :guilabel:`Skills` tab." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:170 -msgid "If a skill level has increased, a reason for the improved rating can be entered into the :guilabel:`Justification` field, such as `took a fluency language test` or `received Javascript certification`." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:175 -msgid "Refer to the :ref:`Create a new employee ` document for detailed instructions on adding or updating a skill." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:178 -msgid "After an appraisal is completed, and the skills have been updated, the next time an appraisal is confirmed, the updated skills populate the :guilabel:`Skills` tab." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:-1 -msgid "The skills tab of an appraisal form, all filled out." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:186 -msgid "The :guilabel:`Skills` tab can be modified **after** the employee and their manager have met and discussed the employee's appraisal." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:189 -msgid "This is a common situation as the manager may not have all the necessary information to properly assess and update the employee's skills before meeting." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:193 -msgid "Private Note tab" -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:195 -msgid "If managers want to leave notes that are only visible to other managers, they can be entered in the :guilabel:`Private Note` tab. This can be done before or after meeting with the employee to discuss the appraisal." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:199 -msgid "The employee being evaluated does **not** have access to this tab, and the tab does **not** appear on their appraisal." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:203 -msgid "Schedule a meeting" -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:205 -msgid "Once both portions of an appraisal are completed (the :ref:`employee ` and :ref:`manager ` feedback sections), it is time for the employee and manager to meet and discuss the appraisal." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:209 -msgid "A meeting can be scheduled in one of two ways: either from the *Appraisals* application dashboard, or from an individual appraisal card." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:212 -msgid "To schedule an appraisal from the dashboard of the *Appraisals* application, first navigate to :menuselection:`Appraisals app --> Appraisals`." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:215 -msgid "Click the :icon:`fa-clock-o` :guilabel:`(clock)` icon, beneath the appraisal date on the desired appraisal card, and a pop-up window appears. Then, click :icon:`fa-plus` :guilabel:`Schedule an activity` to create an activity from a :guilabel:`Schedule Activity` pop-up form that appears." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:219 -msgid "Select :guilabel:`Meeting` for the :guilabel:`Activity Type` from the drop-down menu. Doing so causes the form to change, so only the :guilabel:`Activity Type` and :guilabel:`Summary` fields appear." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:223 -msgid "Enter a brief description in the :guilabel:`Summary` field of the :guilabel:`Schedule Activity` pop-up form, such as `Annual Appraisal for (Employee)`." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:226 -msgid "Next, click the :guilabel:`Open Calendar` button. From the calendar page that appears, navigate to, and double-click on, the desired date and time for the meeting." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:229 -msgid "Doing so opens a :guilabel:`New Event` pop-up form. From this pop-up form, make any desired modifications, such as designating a :guilabel:`Start` time, or modifying the default :guilabel:`Title` to the meeting." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:233 -msgid "Add the appraisee in the :guilabel:`Attendees` section, and include anyone else who should also be in the meeting, if necessary." -msgstr "" - -#: ../../content/applications/hr/appraisals/new_appraisals.rst:236 msgid "To make the meeting a video call, instead of an in-person meeting, click :icon:`fa-plus` :guilabel:`Odoo meeting`, and a :guilabel:`Videocall URL` link appears in the field." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:239 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:164 msgid "Once all the desired changes are complete, click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:241 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:166 msgid "The meeting now appears on the calendar, and the invited parties are informed, via email." msgstr "" @@ -849,58 +894,234 @@ msgstr "" msgid "The meeting form with all information entered for Ronnie Hart's annual appraisal." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:247 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:171 msgid "The other way to schedule a meeting is from the individual appraisal form. To do this, navigate to the :menuselection:`Appraisal app` dashboard, then click on an appraisal card." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:250 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:174 msgid "Next, click on the :icon:`fa-calendar` :guilabel:`Meeting` smart button, and the calendar loads. Follow the same directions above to create the meeting." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:253 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:177 msgid "For more detailed information on how to schedule activities, refer to the :doc:`activities <../../essentials/activities>` documentation." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:257 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:181 msgid "If no meetings are scheduled, the :guilabel:`Meeting` smart button reads :guilabel:`No Meeting`." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:260 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:186 +msgid "Review employee skills" +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:188 +msgid "Part of an appraisal is evaluating an employee's skills, and tracking their progress over time. The :guilabel:`Skills` tab of the appraisal form auto-populates with the skills from the :ref:`employee form `, once an appraisal is confirmed." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:192 +msgid "Each skill is grouped with like skills, and the :guilabel:`Skill Level`, :guilabel:`Progress`, and :guilabel:`Justification` are displayed for each skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:195 +msgid ":ref:`Update any skills, or add any new skills ` to the :guilabel:`Skills` tab." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:197 +msgid "If a skill level has increased, enter a reason for the improved rating in the :guilabel:`Justification` field, such as `took a fluency language test` or `received Javascript certification`." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:201 +msgid "After an appraisal is completed, and the skills have been updated, the next time an appraisal is confirmed, the updated skills populate the :guilabel:`Skills` tab." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:205 +msgid "The :guilabel:`Skills` tab *can* be modified **after** the employee and their manager have met and discussed the employee's appraisal." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:208 +msgid "This is a common situation as the manager may not have all the necessary information to assess and update the employee's skills before meeting." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:214 msgid "Complete an appraisal" msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:262 -msgid "After the appraisal is complete, and both the manager and employee have met to discuss the appraisal, the appraisal can be marked as *Done*. When completed, click the :guilabel:`Mark as Done` button on the appraisal form, located in the top-left corner." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:216 +msgid "After the appraisal has been filled out by both the employee and the manager, and both parties have met and discussed the employee's performance, the manager then :ref:`logs any notes `, and :ref:`assigns a rating `." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:266 -msgid "Once the appraisal is marked as *Done*, the :guilabel:`Mark as Done` button disappears, and a :guilabel:`Reopen` button appears." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:220 +msgid "When completed, click the :guilabel:`Mark as Done` button in the upper-left corner of the appraisal form." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:270 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:223 +msgid "Once the appraisal is marked as *Done*, the status changes from :guilabel:`Confirmed` to :guilabel:`Done`, and the :guilabel:`Mark as Done` button changes to a :guilabel:`Reopen` button." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:227 msgid "Modifications are **not** possible once the appraisal is marked as done." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:272 -msgid "To make any changes to an appraisal that is marked as *Done*, click the :guilabel:`Reopen` button." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:229 +msgid "To make any changes to an appraisal with a status of :guilabel:`Done`, click the :guilabel:`Reopen` button, then, click :guilabel:`Confirm`, and make any modifications needed. Once all modifications are complete, click the :guilabel:`Mark as Done` button again." msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:275 -msgid "Then, click the :guilabel:`Confirm` button that appears, and make any modifications needed. Once all modifications are complete, click the :guilabel:`Mark as Done` button again." +#: ../../content/applications/hr/appraisals/new_appraisals.rst:236 +msgid "Add a private note" msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:279 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:238 +msgid "Managers can log notes on an appraisal that are **only** visible to other managers. Enter any notes in the :guilabel:`Private Note` tab. This can be done anytime during the appraisal process." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:241 +msgid "The employee being evaluated does **not** have access to this tab, and the tab does **not** appear on their appraisal." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:244 +msgid "The tab is optional and does not affect the final rating." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:249 +msgid "Provide a final rating" +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:251 +msgid "After both the manager and employee have met to discuss the employee's performance, the appraisal must be given a :guilabel:`Final Rating`." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:254 +msgid "Using the drop-down menu, select the rating for the employee. The default options are: :guilabel:`Needs improvement`, :guilabel:`Meets expectations`, :guilabel:`Exceeds expectations`, :guilabel:`Strongly Exceeds Expectations`, and :guilabel:`Good`." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:258 +msgid "To add a new rating, navigate to :menuselection:`Appraisals app --> Configuration --> Evaluation Scale`. The default ratings are presented in a list view. To add a new rating, click the :guilabel:`New` button in the upper-left corner, and a blank line appears at the bottom of the list. Enter the new rating, then press the enter key, or click away from the line. Add as many new ratings as needed." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:264 +msgid "Click :menuselection:`Appraisals` in the top menu to return to the :guilabel:`Appraisals` dashboard, click on the appraisal, then select the desired :guilabel:`Final Rating`." +msgstr "" + +#: ../../content/applications/hr/appraisals/new_appraisals.rst:268 msgid ":doc:`../appraisals/goals`" msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:280 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:269 msgid ":doc:`../appraisals/appraisal_analysis`" msgstr "" -#: ../../content/applications/hr/appraisals/new_appraisals.rst:281 +#: ../../content/applications/hr/appraisals/new_appraisals.rst:270 msgid ":doc:`../appraisals/skills_evolution`" msgstr "" +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:3 +msgid "Schedule appraisals" +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:5 +msgid "Odoo's **Appraisals** app helps managers run recurring performance reviews. Each review can include a self-assessment and can follow any schedule the company sets." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:8 +msgid "Regular appraisals turn day-to-day work into clear goals and measurable skill targets. They also supply the objective evidence HR needs for raises or promotions, and keep individual performance aligned with company KPIs." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:12 +msgid "Reviews can be :ref:`scheduled automatically ` through an :ref:`appraisal plan ` that triggers evaluations at set intervals, or :ref:`created manually ` whenever needed—such as before a promotion or department transfer." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:19 +msgid "Automatic scheduling" +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:21 +msgid "To ensure no appraisal is missed, enable automatic scheduling by going to :menuselection:`Appraisals app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:24 +msgid "The :guilabel:`Appraisals Plan` settings determines the frequency that appraisals are scheduled." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:-1 +msgid "The appraisals sections with the timeline filled in and 360 feedback enabled." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:32 +msgid "Appraisals plans" +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:34 +msgid "By default, appraisals are preconfigured to be automatically created six months after an employee is hired, with a second appraisal exactly six months after that." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:37 +msgid "Once those two initial appraisals have been completed in the employee's first year, following appraisals are only created once a year (every twelve months)." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:40 +msgid "To modify this schedule, change the number of months in the blank fields under the :guilabel:`Appraisals Plans` section." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:44 +msgid "Changing the :guilabel:`Appraisals Plans` field updates **every** employee record whose :guilabel:`Next Appraisal Dates` is empty." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:48 +msgid "Appraisals automation" +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:50 +msgid "Tick the checkbox next to :guilabel:`Appraisals Automation` to have Odoo automatically schedule *and* confirm appraisals." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:53 +msgid "Appraisals are scheduled according to the :ref:`appraisal plan `." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:58 +msgid "Manually schedule an appraisal" +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:60 +msgid "Managers can schedule an appraisal at any time, outside the regular cycle." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:62 +msgid "For example, if an employee is promoted, or transfers to a new role or a new department, an appraisal is scheduled to assess performance in the current role." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:65 +msgid "To create a new appraisal, open the :menuselection:`Appraisals` app, and click the :guilabel:`New` button in the upper-left corner. This opens a blank :guilabel:`Appraisals` form." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:68 +msgid "First, using the drop-down menu, select the employee being evaluated, in the first field on the form. Once an employee is selected, the employee's :guilabel:`Manager`, :guilabel:`Job Position`, and :guilabel:`Department` fields are populated according to the information on the employee record." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:72 +msgid "The current date populates the :guilabel:`Appraisal Date` field, which is the date the appraisal is scheduled to be completed. Using the calendar selector, adjust the date, if desired. This field is typically updated when the manager submits their final rating at the end of the appraisal process." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:76 +msgid "If there is an :ref:`appraisal plan ` configured, the :guilabel:`Next Appraisal Date` field displays :guilabel:`Ongoing`. This indicates that the following appraisal will be scheduled according to the appraisal schedule. Once the appraisal is marked as complete, the :guilabel:`Next Appraisal Date` is updated with the date of the next appraisal." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:81 +msgid "Last, select the desired :guilabel:`Appraisal Template`. The :guilabel:`Default Template` populates this field, by default, and is created when the **Appraisals** app is installed. Using the drop-down menu, select a different template, if desired." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:85 +msgid "Once the information in the top-half of the :guilabel:`Appraisals` form is complete, click the :guilabel:`Confirm` button in the upper-left corner, and the appraisal is scheduled, and the employee is notified." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:89 +msgid "Once the appraisal is confirmed, both the employee and manager can start to fill out the appraisal." +msgstr "" + +#: ../../content/applications/hr/appraisals/schedule_appraisals.rst:-1 +msgid "A new appraisal form with the top half filled out." +msgstr "" + #: ../../content/applications/hr/appraisals/skills_evolution.rst:3 msgid "Skills evolution" msgstr "" @@ -926,59 +1147,59 @@ msgid "To access this *Skills Evolution* report, navigate to :menuselection:`App msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:25 -msgid "Doing so reveals the :guilabel:`Appraisal Skills Report` page, which displays a report of all skills, grouped by employee, in alphabetical order, by default." +msgid "Doing so reveals the :guilabel:`Appraisal Skills Report` page. All skills are grouped by the month they were created, then by employee, and then by skill type." msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:29 -msgid "Skill levels are **only** updated after an appraisal is marked as done. Any skill level changes from ongoing appraisals that have **not** been finalized are **not** included in this report." +msgid "The :guilabel:`Appraisals Skills Report` only displays skills for employees with at least one completed appraisal. Skills for employees whose appraisals are still draft or pending are not included." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:32 -msgid "All the :guilabel:`Employee` lines are expanded, with all the various skill types nested below. Each individual skill type is collapsed, by default. To view the individual skills contained within a skill type, click anywhere on the skill type line to expand the data." +#: ../../content/applications/hr/appraisals/skills_evolution.rst:33 +msgid "When an employee completes their first appraisal, all their skills appear on the report. Once subsequent appraisals are marked as done, any skill changes from the previous appraisal appear on the report." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:36 -msgid "Each skill has the following information listed:" -msgstr "" - -#: ../../content/applications/hr/appraisals/skills_evolution.rst:38 -#: ../../content/applications/hr/attendances.rst:241 -msgid ":guilabel:`Employee`: the name of the employee." -msgstr "" - -#: ../../content/applications/hr/appraisals/skills_evolution.rst:39 -msgid ":guilabel:`Skill Type`: the category the skill falls under." +#: ../../content/applications/hr/appraisals/skills_evolution.rst:37 +msgid "Any skill level changes from ongoing appraisals that have **not** been finalized are **not** included in this report." msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:40 -msgid ":guilabel:`Skill`: the specific, individual skill." +msgid "To view the specific details for an employee's skill types, expand the :guilabel:`Employee`, then expand the individual :guilabel:`Skill Types`. Each skill type displays the following information:" msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:41 -msgid ":guilabel:`Previous Skill Level`: the level the employee had previously achieved for the skill." -msgstr "" - -#: ../../content/applications/hr/appraisals/skills_evolution.rst:42 -msgid ":guilabel:`Previous Skill Progress`: the previous percentage of competency achieved for the skill (based on the :guilabel:`Skill Level`)." +#: ../../content/applications/hr/appraisals/skills_evolution.rst:43 +#: ../../content/applications/hr/attendances.rst:239 +msgid ":guilabel:`Employee`: the name of the employee." msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:44 -msgid ":guilabel:`Current Skill Level`: the current level the employee has achieved for the skill." +msgid ":guilabel:`Skill Type`: the category the skill falls under." msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:45 -msgid ":guilabel:`Current Skill Progress`: the current percentage of competency achieved for the skill." +msgid ":guilabel:`Skill`: the specific, individual skill." msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:46 -msgid ":guilabel:`Justification`: any notes entered on the skill, explaining the progress." +msgid ":guilabel:`Current Level`: the current level the employee has achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/skills_evolution.rst:47 +msgid ":guilabel:`Previous Progress`: the previous percentage of competency achieved for the skill." msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:48 +msgid ":guilabel:`Current Progress`: the current percentage of competency achieved for the skill." +msgstr "" + +#: ../../content/applications/hr/appraisals/skills_evolution.rst:49 +msgid ":guilabel:`Justification`: any notes entered on the skill, explaining the progress." +msgstr "" + +#: ../../content/applications/hr/appraisals/skills_evolution.rst:51 msgid "The color of the skill text indicates any changes from the previous appraisal. Skill levels that have increased since the last appraisal appear in green, as an *Improvement*. Skill levels that have **not** changed appear in black, as *No Change*. Skills that have regressed appear in red, as *Regression*." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:53 +#: ../../content/applications/hr/appraisals/skills_evolution.rst:56 msgid "This report can be modified to find specific information by adjusting the :ref:`filters ` and :ref:`groupings ` set in the search bar at the top." msgstr "" @@ -986,35 +1207,35 @@ msgstr "" msgid "A report showing all the skills grouped by employee." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:63 +#: ../../content/applications/hr/appraisals/skills_evolution.rst:65 msgid "Use case: Identify employees with specific skills" msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:65 -msgid "Since the :guilabel:`Appraisal Skills Report` organizes all skills by employee, it can be difficult to find employees with a specific skill at a specific level. To find these employees, a custom filter must be used." +#: ../../content/applications/hr/appraisals/skills_evolution.rst:67 +msgid "Since the :guilabel:`Appraisal Skills Report` organizes all skills by month, then employee, it can be difficult to find employees with a specific skill at a specific level. To find these employees, a custom filter must be used." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:69 +#: ../../content/applications/hr/appraisals/skills_evolution.rst:71 msgid "In this example, the report is modified to show employees with an expert level of Javascript knowledge. To view only those employees, first remove all active filters in the search bar." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:72 -msgid "Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click :guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to load an :guilabel:`Add Custom Filter` pop-up window." +#: ../../content/applications/hr/appraisals/skills_evolution.rst:74 +msgid "Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the search bar, then click :guilabel:`Add Custom Filter` beneath the :icon:`fa-filters` :guilabel:`Filters` column to load an :guilabel:`Add Custom Filter` pop-up window." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:76 -msgid "Using the drop-down menu in the first field, select :guilabel:`Skill`. Then, keep the second field as-is, and select :guilabel:`Javascript` from the third drop-down menu in the third field." +#: ../../content/applications/hr/appraisals/skills_evolution.rst:78 +msgid "Using the drop-down menu in the first field, select :guilabel:`Skill`. Then, keep the second field as-is (:guilabel:`is in)`, and select :guilabel:`Javascript` from the third drop-down menu in the third field." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:79 -msgid "Next, click :guilabel:`New Rule`, and another line appears. In this second line, select :guilabel:`Current Skill Level` for the first drop-down field, leave the second field as-is, then select :guilabel:`Expert` for the third drop-down field." +#: ../../content/applications/hr/appraisals/skills_evolution.rst:82 +msgid "Next, click :guilabel:`New Rule`, and another line appears. In this second line, select :guilabel:`Current Level` for the first drop-down field, leave the second field as-is :guilabel:`(is in)`, then select :guilabel:`Expert` for the third drop-down field." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:83 -msgid "After the :guilabel:`New Rule` button is clicked, the word :guilabel:`\"any\"` in the sentence :guilabel:`Match any of the following rules:`, changes from plain text into a drop-down menu. Click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon after the word :guilabel:`any`, and select :guilabel:`all`." +#: ../../content/applications/hr/appraisals/skills_evolution.rst:86 +msgid "After the second rule is added, navigate to the text at the top of the pop-up window that shows :guilabel:`Match any` :icon:`fa-caret-down` :guilabel:`of the following rules`. Click the drop-down menu for :guilabel:`any` and change it to :guilabel:`all`." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:88 +#: ../../content/applications/hr/appraisals/skills_evolution.rst:90 msgid "Finally, click the :guilabel:`Add` button." msgstr "" @@ -1023,7 +1244,7 @@ msgstr "" msgid "The Custom Filter pop-up with the parameters set." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:94 +#: ../../content/applications/hr/appraisals/skills_evolution.rst:95 msgid "Now, only employees that have an :guilabel:`Expert` level for the skill :guilabel:`Javascript` appear. In this example, only :guilabel:`Marc Demo` meets these criteria." msgstr "" @@ -1040,7 +1261,7 @@ msgid "Another way to modify the :guilabel:`Appraisal Skills Report` is to ident msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:107 -msgid "To view this information, first remove the default filter in the search bar. Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click :guilabel:`Improvement` beneath the :icon:`fa-filter` :guilabel:`Filters` column. Enabling this filter only presents skills that have improved." +msgid "To view this information, first remove the default filter in the search bar. Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the search bar, then click :guilabel:`Improvement` beneath the :icon:`fa-filter` :guilabel:`Filters` column. Enabling this filter only presents skills that have improved." msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:112 @@ -1052,11 +1273,11 @@ msgid "Select :guilabel:`Create Date` for the first drop-down field, then select msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:122 -msgid "The custom filter presents only the skills that have improved during the specified time period, organized by employee." +msgid "The custom filter presents all skills that have been improved, organized by employee, in a default list view." msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:126 -msgid "To determine the employee with the most amount of improved skills for the third quarter, remove the default filter in the search bar of the :guilabel:`Appraisal Skills Report`. Next, activate the :guilabel:`Improvement` filter, then click :guilabel:`Add Custom Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column." +msgid "To determine the employee with the most amount of improved skills for the second quarter, remove the default filter in the search bar of the :guilabel:`Appraisal Skills Report`. Next, activate the :guilabel:`Improvement` filter, then click :guilabel:`Add Custom Filter` at the bottom of the :icon:`fa-filter` :guilabel:`Filters` column." msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:131 @@ -1064,23 +1285,19 @@ msgid "In the resulting :guilabel:`Add Custom Filter` pop-up window, select :gui msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:135 -msgid "Using the calendar selector, set the first date to :guilabel:`07/01/2024` and the second date to :guilabel:`09/30/2024`, then click :guilabel:`Add`." +msgid "Using the calendar selector, set the first date to :guilabel:`04/01/2025` and the second date to :guilabel:`06/30/2025`, then click :guilabel:`Add`." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:138 -msgid "These filters present only the skills that have improved during the third quarter (between July 1st and September 30th, 2024), organized by employee." -msgstr "" - -#: ../../content/applications/hr/appraisals/skills_evolution.rst:144 +#: ../../content/applications/hr/appraisals/skills_evolution.rst:141 msgid "To view the number of employees and skills in further detail, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner to view the data in a pivot table. This presents a pivot table with the employees populating the rows, and the only visible column represents the total number of improved skills." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:149 -msgid "To expand more rows or columns to view which skill types had the most overall improvement, click :icon:`fa-plus-square` :guilabel:`Total` above the :guilabel:`Count` column, then click :guilabel:`Skill Type` from the resulting drop-down menu. This organizes the total improved skills by their respective skill type." +#: ../../content/applications/hr/appraisals/skills_evolution.rst:146 +msgid "To expand the columns to view which skill types had the most overall improvement, click :icon:`fa-plus-square` :guilabel:`Total` above the :guilabel:`Count` column, then click :guilabel:`Add Custom Group` :icon:`fa-caret-down`, then click :guilabel:`Skill` from the resulting drop-down menu. This expands all the improved skills, organized by individual skill." msgstr "" -#: ../../content/applications/hr/appraisals/skills_evolution.rst:155 -msgid "In this example, it is determined that :guilabel:`Charles Reginald` had the largest improvement in the third quarter, with six improved skills. Additionally, they also had the most skill improvements for both :guilabel:`Languages` (three) and :guilabel:`Programming Languages` (two)." +#: ../../content/applications/hr/appraisals/skills_evolution.rst:152 +msgid "In this example, :guilabel:`Audrey Peterson` improved the most in the third quarter, with five improved skills." msgstr "" #: ../../content/applications/hr/appraisals/skills_evolution.rst:0 @@ -1143,6 +1360,17 @@ msgstr "" msgid "To view who the attendances approver for an employee is, navigate to the :menuselection:`Employees application` and click on the specific employee. Click on the :guilabel:`Work Information` tab, scroll to the :guilabel:`APPROVERS` section, and check the :guilabel:`Attendance` field. The person selected is able to view that employees' attendance records, both on the **Attendances** application dashboard as well as in the attendance reports, and make modifications to their records." msgstr "" +#: ../../content/applications/hr/attendances.rst:69 +#: ../../content/applications/hr/attendances/kiosks.rst:22 +#: ../../content/applications/hr/frontdesk.rst:15 +#: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:840 +#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:956 +#: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:11 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:12 +#: ../../content/applications/hr/time_off.rst:30 +msgid "Configuration" +msgstr "" + #: ../../content/applications/hr/attendances.rst:71 msgid "Few configurations are needed in the **Attendances** app. Determining how employees check in and out, defining how the kiosks function, and determining how extra hours are computed are all set in the Configuration menu. Navigate to the :menuselection:`Attendances application --> Configuration` to access the configuration menu." msgstr "" @@ -1151,71 +1379,71 @@ msgstr "" msgid "Any configuration item with an :icon:`fa-building-o` :guilabel:`(building)` icon is a company-specific configuration. Items without an :icon:`fa-building-o` :guilabel:`(building)` icon apply to all companies within the database." msgstr "" -#: ../../content/applications/hr/attendances.rst:82 +#: ../../content/applications/hr/attendances.rst:84 msgid "Modes" msgstr "" -#: ../../content/applications/hr/attendances.rst:84 +#: ../../content/applications/hr/attendances.rst:86 msgid ":guilabel:`Attendances from Backend` :icon:`fa-building-o`: activate this feature to allow users to check in and out directly from the Odoo database. If this is not activated, users must use a kiosk to check in and out of work." msgstr "" -#: ../../content/applications/hr/attendances.rst:87 +#: ../../content/applications/hr/attendances.rst:89 msgid ":guilabel:`Automatic Check-Out` :icon:`fa-building-o`: activate this feature to automatically check out employees according to their working schedule, after a buffer of time has passed." msgstr "" -#: ../../content/applications/hr/attendances.rst:89 +#: ../../content/applications/hr/attendances.rst:91 msgid ":guilabel:`Tolerance`: this field appears only when the :guilabel:`Automatic Check-Out` :icon:`fa-building-o` feature is enabled. Enter the amount of time, in hours, that must elapse after an employee's working hours have ended, before they are automatically checked out." msgstr "" -#: ../../content/applications/hr/attendances.rst:94 +#: ../../content/applications/hr/attendances.rst:96 msgid "With the :guilabel:`Automatic Check-Out` option enabled, and the :guilabel:`Tolerance` set to `2.00` hours, an employee checks in to work at 9:00 AM, and forgets to check-out at 5:00 PM. At 7:00 PM, they are automaticlaly checked out." msgstr "" -#: ../../content/applications/hr/attendances.rst:98 +#: ../../content/applications/hr/attendances.rst:100 msgid ":guilabel:`Absence Management` :icon:`fa-building-o`: activate this feature to log any absences that are not associated with a time off request, such as vacation time or sick time, on the attendances report." msgstr "" -#: ../../content/applications/hr/attendances.rst:103 +#: ../../content/applications/hr/attendances.rst:105 msgid "Extra Hours" msgstr "" -#: ../../content/applications/hr/attendances.rst:105 +#: ../../content/applications/hr/attendances.rst:107 msgid "This section specifies how extra time (sometimes referred to as *overtime*) is calculated, including when extra time is counted and what time is not logged." msgstr "" -#: ../../content/applications/hr/attendances.rst:108 +#: ../../content/applications/hr/attendances.rst:110 msgid ":guilabel:`Tolerance Time In Favor Of Company`: enter the amount of time, in minutes, that is **not** counted towards an employee's overtime. When an employee checks out, and the extra time logged is below the specified minutes, the extra time is **not** counted as overtime for the employee." msgstr "" -#: ../../content/applications/hr/attendances.rst:112 +#: ../../content/applications/hr/attendances.rst:114 msgid ":guilabel:`Tolerance Time In Favor Of Employee`: enter the amount of time, in minutes, that an employee is given, that does **not** adversely affect their attendance if they log less time than their working hours. When an employee checks out, and the total time logged for the day is less than their specified working hours and less than this specified grace period, they are **not** penalized for their reduced hours." msgstr "" -#: ../../content/applications/hr/attendances.rst:119 +#: ../../content/applications/hr/attendances.rst:121 msgid "A company sets both of the :guilabel:`Tolerance` fields to `15` minutes, and the working hours for the entire company are set from 9:00 AM to 5:00 PM." msgstr "" -#: ../../content/applications/hr/attendances.rst:122 +#: ../../content/applications/hr/attendances.rst:124 msgid "If an employee checks in at 9:00 AM, and checks out at 5:14 PM, the extra 14 minutes are **not** counted towards their overtime." msgstr "" -#: ../../content/applications/hr/attendances.rst:125 +#: ../../content/applications/hr/attendances.rst:127 msgid "If an employee checks in at 9:05 AM, and checks out at 4:55 PM, even though they logged a total of 10 minutes less than their full working hours, they are **not** penalized for this discrepancy." msgstr "" -#: ../../content/applications/hr/attendances.rst:129 +#: ../../content/applications/hr/attendances.rst:131 msgid ":guilabel:`Extra Hours Validation` :icon:`fa-building-o`: tick either the radio button next to :guilabel:`Automatically Approved` to have all extra time automatically approved, or :guilabel:`Approved by Manager` if all extra time should be reviewed and approved by a manager." msgstr "" -#: ../../content/applications/hr/attendances.rst:133 +#: ../../content/applications/hr/attendances.rst:135 msgid ":guilabel:`Display Extra Hours`: activate this box to display the extra hours logged by an employee when they check out with a kiosk, or when a user checks out in the database." msgstr "" -#: ../../content/applications/hr/attendances.rst:137 +#: ../../content/applications/hr/attendances.rst:139 msgid "Approved extra hours can be :ref:`deducted from an approved time off request `." msgstr "" -#: ../../content/applications/hr/attendances.rst:141 +#: ../../content/applications/hr/attendances.rst:143 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:11 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:231 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:428 @@ -1225,24 +1453,12 @@ msgstr "" msgid "Overview" msgstr "" -#: ../../content/applications/hr/attendances.rst:143 -msgid "When entering the **Attendances** application, the :guilabel:`Overview` dashboard is presented, containing all the check in and check out information for the signed in user. If the user has specific :ref:`access rights ` and/or are :ref:`approvers ` for specific employees, then those additional employee's check in and check out information is also visible on the :guilabel:`Overview` dashboard." +#: ../../content/applications/hr/attendances.rst:145 +msgid "When entering the **Attendances** application, the :guilabel:`Overview` dashboard is presented, containing all the user's check in and check out information. If the user has the required :ref:`access rights ` or is an :ref:`approver ` for specific employees, those employeess' check-in and check-out information also appears on the :guilabel:`Overview` dashboard." msgstr "" -#: ../../content/applications/hr/attendances.rst:150 -msgid "Views" -msgstr "" - -#: ../../content/applications/hr/attendances.rst:152 -msgid "To change the view from the default Gantt chart to a list view, click the :guilabel:`List` icon in the top-right of the dashboard, beneath the user's photo. To switch back to the Gantt chart, click the :guilabel:`Gantt` button, located next to the :guilabel:`List` button." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:156 -msgid "The default view presents the current day's information. To present the information for the :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year`, click on the :guilabel:`Day` button to reveal a drop-down, displaying those other options. Select the desired view, and the dashboard updates, presenting the selected information. To change the :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or :guilabel:`Year` presented, click the :icon:`oi-arrow-left` :guilabel:`(left arrow)` or :icon:`oi-arrow-right` :guilabel:`(right arrow)` buttons on either side of the drop-down menu. To jump back to a view containing the current day, click the :guilabel:`Today` button. This refreshes the dashboard, presenting information containing the current day's information." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:165 -msgid "In the :guilabel:`Day` view, the column for the current hour is highlighted in yellow. If the :guilabel:`Week` or :guilabel:`Month` view is selected, the column for the current day is highlighted. If the :guilabel:`Year` view is selected, the current month is highlighted." +#: ../../content/applications/hr/attendances.rst:151 +msgid "The **Attendance** dashboard allows switching between :icon:`fa-tasks` :guilabel:`(Gantt)` and :icon:`oi-view-list` :guilabel:`(List)` views, and selecting a period to analyze. The current period is automatically highlighted in yellow for real-time attendance records, while the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button instantly returns the dashboard to the present date." msgstr "" #: ../../content/applications/hr/attendances.rst:-1 @@ -1250,309 +1466,423 @@ msgid "The overview dashboard presenting the information for the week, with the "highlighted." msgstr "" -#: ../../content/applications/hr/attendances.rst:173 +#: ../../content/applications/hr/attendances.rst:162 msgid "Any entries that have errors appear in red, indicating they need to be resolved by a user with the proper :ref:`access rights ` and/or are :ref:`approvers ` for the employees with the errors." msgstr "" -#: ../../content/applications/hr/attendances.rst:180 +#: ../../content/applications/hr/attendances.rst:169 msgid "Filters and groups" msgstr "" +#: ../../content/applications/hr/attendances.rst:171 +msgid "Sometimes, attendance officers and managers need to view specific records, such as all automatic checkouts to determine which employees chronically forget to check-out, or by department, to determine which team is working the most overtime." +msgstr "" + +#: ../../content/applications/hr/attendances.rst:175 +msgid "For these cases, use the search bar to select a :icon:`fa-filter` :guilabel:`Filters` or :icon:`oi-group` :guilabel:`Group By`, or combine these both to present the desired information." +msgstr "" + +#: ../../content/applications/hr/attendances.rst:179 +msgid ":doc:`../essentials/search`" +msgstr "" + #: ../../content/applications/hr/attendances.rst:182 -msgid "To filter the results in the overview dashboard, or to present different groups of information, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` button in the right side of the :guilabel:`Search` bar above the dashboard, and select one of the available :guilabel:`Filters` or :guilabel:`Group By` options. Several preconfigured filters and groups are available to choose from, as well as an option to create custom ones." +msgid "High-value filters" msgstr "" #: ../../content/applications/hr/attendances.rst:189 -#: ../../content/applications/hr/payroll/reporting.rst:190 -msgid "Filters" +msgid "Filter" +msgstr "" + +#: ../../content/applications/hr/attendances.rst:190 +msgid "Common use case" msgstr "" #: ../../content/applications/hr/attendances.rst:191 -msgid "The default filters that can be selected are:" +msgid "At Work" msgstr "" -#: ../../content/applications/hr/attendances.rst:193 -msgid ":guilabel:`My Attendances`: this filter only presents the user's attendance data." +#: ../../content/applications/hr/attendances.rst:192 +msgid "Verify employees still on-site before shutting down the building for the night, or to perform a head count." msgstr "" #: ../../content/applications/hr/attendances.rst:194 -msgid ":guilabel:`My Team`: this filter presents the attendance data for the user's team." +#: ../../content/applications/hr/lunch/orders.rst:84 +msgid "Errors" msgstr "" #: ../../content/applications/hr/attendances.rst:195 -msgid ":guilabel:`At Work`: this filter displays the attendance data for everyone currently checked in." +msgid "View all errors to correct them prior to payroll processing." msgstr "" #: ../../content/applications/hr/attendances.rst:196 -msgid ":guilabel:`Errors`: this filter displays any entries with :ref:`errors ` that need to be resolved." +msgid "Automatically Checked-Out" +msgstr "" + +#: ../../content/applications/hr/attendances.rst:197 +msgid "Perform an audit to determine employees who chronically forget to check-out of work." msgstr "" #: ../../content/applications/hr/attendances.rst:198 -msgid ":guilabel:`Check In`: this filter has a drop-down to further select a specific time period. Select the desired time period from the options presented, a specific month, quarter, or year." +msgid "Date" +msgstr "" + +#: ../../content/applications/hr/attendances.rst:199 +msgid "Limit results to a specific pay-period or audit window." msgstr "" #: ../../content/applications/hr/attendances.rst:200 -msgid ":guilabel:`Last 7 days`: this filter presents the attendance data for the last seven days." +msgid "Active/Archived Employees" msgstr "" #: ../../content/applications/hr/attendances.rst:201 -msgid ":guilabel:`Add Custom Filter`: create a custom filter using the pop-up that appears when this is selected." +msgid "Switch between current staff and former employees when auditing historical data." msgstr "" -#: ../../content/applications/hr/attendances.rst:205 -msgid "Groups" +#: ../../content/applications/hr/attendances.rst:204 +msgid "Insightful groupings" msgstr "" -#: ../../content/applications/hr/attendances.rst:207 -msgid "The default groups that can be selected are:" +#: ../../content/applications/hr/attendances.rst:211 +msgid "Group by" msgstr "" -#: ../../content/applications/hr/attendances.rst:209 -msgid ":guilabel:`Check In`: this grouping presents a drop-down menu containing the following time period options: :guilabel:`Year`, :guilabel:`Quarter`, :guilabel:`Month`, :guilabel:`Week`, and :guilabel:`Day`. Selected the time period to display all the check-in information, grouped by the selected time period." +#: ../../content/applications/hr/attendances.rst:212 +msgid "When it helps" msgstr "" #: ../../content/applications/hr/attendances.rst:213 -msgid ":guilabel:`Employee`: this group presents the attendance data organized by employee." +#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:977 +msgid "Employee" msgstr "" #: ../../content/applications/hr/attendances.rst:214 -msgid ":guilabel:`Check Out`: this grouping presents a drop-down menu containing the following time period options: :guilabel:`Year`, :guilabel:`Quarter`, :guilabel:`Month`, :guilabel:`Week`, and :guilabel:`Day`. Selected the time period to display all the check-out information, grouped by the selected time period." +msgid "Review individual attendance records during a 1:1 meeting." +msgstr "" + +#: ../../content/applications/hr/attendances.rst:215 +msgid "Department" +msgstr "" + +#: ../../content/applications/hr/attendances.rst:216 +msgid "Compare staffing levels and working hours to determine over-working and under-working teams." +msgstr "" + +#: ../../content/applications/hr/attendances.rst:217 +msgid "Manager" msgstr "" #: ../../content/applications/hr/attendances.rst:218 -msgid ":guilabel:`Add Custom Group`: this option displays a drop-down menu with a variety of options to group the attendance data by, including :guilabel:`City`, :guilabel:`Country`, :guilabel:`Mode`, and :guilabel:`IP Address`." +msgid "Determine where attendance follow-up questions can be directed to for an employee." msgstr "" -#: ../../content/applications/hr/attendances.rst:225 -msgid "Attendance log details" +#: ../../content/applications/hr/attendances.rst:219 +msgid "Method" +msgstr "" + +#: ../../content/applications/hr/attendances.rst:220 +msgid "Spot trends in attendance methods to potentially resolve hardware issues." +msgstr "" + +#: ../../content/applications/hr/attendances.rst:221 +msgid "Date (Day/Week/Month)" +msgstr "" + +#: ../../content/applications/hr/attendances.rst:222 +msgid "Identify absenteeism spikes or seasonal patterns." msgstr "" #: ../../content/applications/hr/attendances.rst:227 -msgid "Odoo captures various time and location details when a user checks in and out. The specific details provided are determined by the method the user checked in and out." +msgid "Attendance log details" msgstr "" -#: ../../content/applications/hr/attendances.rst:230 -msgid "To view the specific check in and/or check out details for an employee, click on an individual entry in the overview dashboard." +#: ../../content/applications/hr/attendances.rst:229 +msgid "Odoo records both the time and location for every check-in and check-out, with fields varying by the method used. These detailed attendance logs can confirm where an employee was on any given work day. This can be useful for companies with hybrid working schedules, who may need to perform audits to ensure proper compliance." msgstr "" -#: ../../content/applications/hr/attendances.rst:233 -msgid "A detailed attendance log for the user appears in a pop-up window. To close the detailed attendance log, click the :guilabel:`Save & Close` button in the bottom-left corner of the form." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:236 +#: ../../content/applications/hr/attendances.rst:234 msgid "The detailed attendance log contains the following information:" msgstr "" -#: ../../content/applications/hr/attendances.rst:239 +#: ../../content/applications/hr/attendances.rst:237 msgid "Main details" msgstr "" -#: ../../content/applications/hr/attendances.rst:242 +#: ../../content/applications/hr/attendances.rst:240 msgid ":guilabel:`Check In`: the date and time the employee checked in." msgstr "" +#: ../../content/applications/hr/attendances.rst:241 +msgid ":guilabel:`Check Out`: the date and time the employee checked out. This **only** appears if the employee has checked out." +msgstr "" + #: ../../content/applications/hr/attendances.rst:243 -msgid ":guilabel:`Check Out`: the date and time the employee checked out. This only appears if the employee has checked out." +msgid ":guilabel:`Worked Time`: the total amount of time the employee logged for the day, across multiple check-ins and outs. In an hour and minute format (HH:MM)." msgstr "" #: ../../content/applications/hr/attendances.rst:245 -msgid ":guilabel:`Worked Hours`: the total amount of time the employee logged for the day, in an hour and minute format (HH:MM). This value calculates all the checks in and check outs for the day, if the employee checked in and out multiple times." +msgid ":guilabel:`Worked Extra Hours`: approved overtime (shows **only** when present for the employee)." msgstr "" -#: ../../content/applications/hr/attendances.rst:248 -msgid ":guilabel:`Extra Hours`: any extra hours the employee logged that is beyond their expected working hours." +#: ../../content/applications/hr/attendances.rst:246 +msgid ":guilabel:`Extra Hours`: unpaid overtime hours worked beyond the expected working schedule (the :guilabel:`Worked Time` minus the approved :guilabel:`Worked Extra Hours`." msgstr "" -#: ../../content/applications/hr/attendances.rst:252 +#: ../../content/applications/hr/attendances.rst:250 msgid "Check in/check out details" msgstr "" -#: ../../content/applications/hr/attendances.rst:254 +#: ../../content/applications/hr/attendances.rst:252 msgid "The following information appears for both the :guilabel:`Check In` and :guilabel:`Check Out` sections." msgstr "" +#: ../../content/applications/hr/attendances.rst:255 +msgid ":guilabel:`Mode`: attendance submission method. Can be :ref:`Systray `, :ref:`Kiosk `, or :guilabel:`Manual` entry." +msgstr "" + #: ../../content/applications/hr/attendances.rst:257 -msgid ":guilabel:`Mode`: the method with which the attendance information was gathered. :guilabel:`Systray` is displayed if the employee logged in and out :ref:`directly from the database `, :guilabel:`Manual` is displayed if the employee logged in and out :ref:`using an attendance kiosk `." +msgid ":guilabel:`IP Address`: the device's IP address used to log in or out." msgstr "" -#: ../../content/applications/hr/attendances.rst:261 -msgid ":guilabel:`IP Address`: the IP address for the computer the employee used to log in or out." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:262 +#: ../../content/applications/hr/attendances.rst:258 msgid ":guilabel:`Browser`: the web browser the employee used to log in or out." msgstr "" -#: ../../content/applications/hr/attendances.rst:263 -msgid ":guilabel:`Localization`: the city and country associated with the computer's IP address." +#: ../../content/applications/hr/attendances.rst:259 +msgid ":guilabel:`Localisation`: the city and country associated with the computer's IP address." msgstr "" -#: ../../content/applications/hr/attendances.rst:264 -msgid ":guilabel:`GPS Coordinates`: the specific coordinates when the user logged in or out. To view the specific coordinates on a map, click the :guilabel:`→ View on Maps` button beneath the :guilabel:`GPS Coordinates`. This opens a map in a new browser tab, with the specific location pointed out." +#: ../../content/applications/hr/attendances.rst:260 +msgid ":guilabel:`GPS Coordinates`: the specific coordinates when the user logged in or out. To view the specific coordinates on a map, click the :icon:`oi-arrow-right` :guilabel:`View on Maps` button beneath the :guilabel:`GPS Coordinates`. This opens a map in a new browser tab, with the specific location pointed out." msgstr "" #: ../../content/applications/hr/attendances.rst:-1 msgid "The detailed information for an attendance entry." msgstr "" -#: ../../content/applications/hr/attendances.rst:273 -#: ../../content/applications/hr/lunch/orders.rst:84 -msgid "Errors" +#: ../../content/applications/hr/attendances.rst:269 +msgid "Attendance errors" +msgstr "" + +#: ../../content/applications/hr/attendances.rst:271 +msgid "Entries that contain an error appear on the overview dashboard in red. In the :icon:`fa-tasks` :guilabel:`(Gantt)` view, the entry appears with a red background. If in the :icon:`oi-view-list` :guilabel:`(List)` view, the entry text appears in red." msgstr "" #: ../../content/applications/hr/attendances.rst:275 -msgid "Entries that contain an error appear on the overview dashboard in red. In the :guilabel:`Gantt view`, the entry appears with a red background. If in the :guilabel:`List view`, the entry text appears in red." +msgid "An error occurs when an employee has checked in but not checked out within 24 hours, or when a single check-in period exceeds 16 hours." msgstr "" -#: ../../content/applications/hr/attendances.rst:279 -msgid "An error typically occurs when an employee has checked in but has not checked out within the last 24 hours, or when an employee has a check in and check out period spanning over 16 hours." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:282 +#: ../../content/applications/hr/attendances.rst:278 msgid "To fix the error, the attendance entry must be modified or deleted. Click on the entry to reveal a pop-up containing the details for that particular entry. To modify the :guilabel:`Check In` and/or :guilabel:`Check Out` information, click on the :guilabel:`Check In` or :guilabel:`Check Out` field and a calendar selector appears. Click on the desired date, then use the time selector beneath the calendar to select the specific time for the entry. When the information is correct, click :guilabel:`Apply.`" msgstr "" -#: ../../content/applications/hr/attendances.rst:-1 -msgid "The pop-up that allows for modifications to an attendance entry with an error. The calendar\n" -"selector is shown, and the time selector is highlighted." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:293 +#: ../../content/applications/hr/attendances.rst:285 msgid "When all the information on the pop-up is correct, click :guilabel:`Save & Close`. When the entry no longer has an error, the entry appears in gray instead of red." msgstr "" -#: ../../content/applications/hr/attendances.rst:296 -msgid "To delete an entry, click :guilabel:`Remove` on the pop-up instead of making modifications to the entry." +#: ../../content/applications/hr/attendances.rst:288 +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.rst:300 -#: ../../content/applications/hr/frontdesk.rst:213 -#: ../../content/applications/hr/payroll/reporting.rst:3 -#: ../../content/applications/hr/referrals/reporting.rst:3 -#: ../../content/applications/hr/time_off.rst:511 -msgid "Reporting" -msgstr "" - -#: ../../content/applications/hr/attendances.rst:302 -msgid "To view attendance reports, click :guilabel:`Reporting` in the top menu. The default report displays each employee's attendance information for the past 3 months, in a :guilabel:`Line Chart`." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:305 -msgid "The default view is a :guilabel:`Graph`. To view the data in a pivot table, click the :guilabel:`Pivot Table` button on the top-right of the report. To switch back to the graph view, click the :guilabel:`Graph` button, located next to the :guilabel:`Pivot Table` button." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:309 -msgid "To present different information, adjust the :ref:`filters and groups ` in the same way as in the :guilabel:`Overview` dashboard." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:312 -msgid "The data can be presented in either a :guilabel:`Bar Chart`, :guilabel:`Line Chart`, :guilabel:`Pie Chart`, :guilabel:`Stacked` chart, or in :guilabel:`Descending` or :guilabel:`Ascending` order. To change the view to any of these charts, click the corresponding button above the displayed chart." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:316 -msgid "To change the :guilabel:`Measures`, click the :guilabel:`Measures` button and select the desired measure from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:319 -msgid "The report can also be inserted into a spreadsheet. Click the :guilabel:`Insert in Spreadsheet` button and a pop-up appears. Select the desired spreadsheet, and click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:-1 -msgid "The default report view, with all the optional view buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/attendances.rst:326 +#: ../../content/applications/hr/attendances.rst:292 msgid ":doc:`attendances/check_in_check_out`" msgstr "" -#: ../../content/applications/hr/attendances.rst:327 +#: ../../content/applications/hr/attendances.rst:293 msgid ":doc:`attendances/kiosks`" msgstr "" -#: ../../content/applications/hr/attendances.rst:328 +#: ../../content/applications/hr/attendances.rst:294 msgid ":doc:`attendances/management`" msgstr "" -#: ../../content/applications/hr/attendances.rst:329 +#: ../../content/applications/hr/attendances.rst:295 msgid ":doc:`attendances/hardware`" msgstr "" +#: ../../content/applications/hr/attendances.rst:296 +msgid ":doc:`attendances/attendance_reporting`" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:3 +msgid "Attendance reporting" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:5 +msgid "The **Attendances** app report helps managers find attendance issues with employees before they become a problem. The report can give insights on trends by determining :ref:`which employees are working more overtime `, and who is :ref:`not working their full shifts `." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:11 +msgid "View report" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:13 +msgid "To view the attendance report, click :guilabel:`Reporting` in the top menu. The default report displays attendance information for current employees over the past three months, in a default :icon:`oi-view-pivot` :guilabel:`Pivot table`. The rows are populated by employee, while the columns are populated by the various attendance records. All entries are grouped by month." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:18 +msgid "The columns presented are:" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:20 +msgid ":guilabel:`Worked Hours`: The total logged time the employee worked for the month." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:21 +msgid ":guilabel:`Expected Hours`: The number of hours the employee should have worked for the month, calculated from their :ref:`working schedule `, configured on their employee form." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:24 +msgid ":guilabel:`Difference`: The difference from the :guilabel:`Expected Hours` and the :guilabel:`Worked Hours` for the employee that month." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:26 +msgid ":guilabel:`Balance`: The difference between the *approved* overtime, and the *total* overtime worked." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:29 +msgid "To present different information, adjust the :ref:`filters and groups ` in the same way as in the :guilabel:`Overview` dashboard." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:-1 +msgid "The default report view, with all the optional view buttons highlighted." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:38 +msgid "Use case: monthly overtime" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:40 +msgid "Overtime affects a company's bottom line, as most companies budget for employee salaries. When salaries exceed the expected amount, companies may see a rise in overhead costs when salary budgets are exceeded. This is why the attendance report is needed, to ensure no excessive overtime is logged." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:45 +msgid "To view a specific month's overtime, by employee, click :guilabel:`Reporting` in the top menu of the **Attendances** app. Remove the default :icon:`oi-group` :guilabel:`Date: Month > Employee` grouping in the search bar. Click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon at the end of the search bar, then click :icon:`fa-caret-down` :guilabel:`Date`, and click the desired month." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:50 +msgid "Next, click the :guilabel:`Measures` :icon:`fa-caret-down` button in the upper-left corner, and deselect :guilabel:`Expected Hours` and :guilabel:`Worked Hours`. This presents the :guilabel:`Difference` and :guilabel:`Balance` attendance data for the selected month, grouped by employee." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:55 +msgid "The :guilabel:`Difference` shows the month's total overtime logged, and the :guilabel:`Balance` shows the portion still unapproved. Click the :guilabel:`Difference` column to sort by the amount of overtime. The highest positive number is the most overtime logged for that month." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:60 +msgid "In the below example, a total of 38 hours and 53 minutes of overtime was approved for the month of April. :guilabel:`Michael Williams` has the most overtime, with 10 hours and 25 minutes logged. Of that overtime, only 25 minutes was unapproved, for a total of ten paid overtime hours." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:0 +msgid "The attendances report, showing only overtime for the month of April." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:70 +msgid "Use case: absenteeism" +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:72 +msgid "Employees with a negative :guilabel:`Difference` indicate that they have not worked their expected shifts. This can be from forgetting to log in and out of work, or for working less hours than expected, without any approved time off." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:76 +msgid "To view the attendance data for the last three months, to identify any trends, first open the **Attendances** app report. Next, click the :guilabel:`Measures` :icon:`fa-caret-down` button in the upper-left corner, and ensure **only** :guilabel:`Difference` is selected." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:80 +msgid "Next, reset the row data by clicking :icon:`fa-minus-square-o` :guilabel:`Total` at the top of the rows. Then click :icon:`fa-plus-square` :guilabel:`Total` and select :guilabel:`Employee`. Click the :guilabel:`Difference` column name to sort by the total difference in logged hours from the expected hours." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:85 +msgid "The employee who worked the least has the highest negative balance. Click on any of the numbers for the employee to view the detailed individual attendance records." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:89 +msgid "In the below example, the company has only been opened for two months, so data is only available for the last two months, even though the filter :guilabel:`Last 3 Months` is active." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:92 +msgid "From this report, it is determined that :guilabel:`Abigail Peterson` worked the least amount of hours over the past two months, working 25 hours less than was expected." +msgstr "" + +#: ../../content/applications/hr/attendances/attendance_reporting.rst:0 +msgid "The attendance report showing the highest absences for the last two months." +msgstr "" + #: ../../content/applications/hr/attendances/check_in_check_out.rst:3 msgid "Check in and out" msgstr "" #: ../../content/applications/hr/attendances/check_in_check_out.rst:5 -msgid "Odoo's *Attendances* application allows users, who are logged into the database, to check in and out, without needing to go into the *Attendances* application, or use a kiosk. For smaller companies, where every employee is also a user, this feature may be useful." +msgid "Odoo's **Attendances** application allows users, who are logged into the database, to check in and out without needing to go into the **Attendances** application, or use a kiosk. For smaller companies, where every employee is also a user, this feature may be useful." msgstr "" #: ../../content/applications/hr/attendances/check_in_check_out.rst:9 -msgid "A user can check in and/or out on the main database Odoo dashboard, or while inside any application. To do so, in the upper-right corner of the top main header menu, which is always visible regardless of what application the user is in, a :guilabel:`🔴 (red circle)` or :guilabel:`🟢 (green circle)` is visible. Click on the colored circle to reveal the attendance widget, enabling the user to check in and/or out." +msgid "A user can check in and/or out on the main database Odoo dashboard, or while inside any application. To do so, in the upper-right corner of the top main header menu, which is always visible regardless of what application the user is in, a :icon:`fa-circle` :guilabel:`(red circle)` or :icon:`fa-circle` :guilabel:`(green circle)` is visible. Click on the colored circle to reveal the attendance widget, enabling the user to check in or out." +msgstr "" + +#: ../../content/applications/hr/attendances/check_in_check_out.rst:18 +msgid "Check in" +msgstr "" + +#: ../../content/applications/hr/attendances/check_in_check_out.rst:20 +msgid "If the attendance widget circle is red, this indicates the user is not currently checked in. Click the :icon:`fa-circle` :guilabel:`(red circle)`, and the attendance widget appears, displaying a green :guilabel:`Check in` :icon:`fa-sign-in` button." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:-1 #: ../../content/applications/hr/attendances/check_in_check_out.rst:-1 msgid "Top right main menu with check in button highlighted." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:22 -msgid "Check in" +#: ../../content/applications/hr/attendances/check_in_check_out.rst:27 +msgid "When the user checks in from the database, the **Attendances** app logs the location details for the user, including the IP Address and GPS coordinates." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:24 -msgid "If the attendance widget circle is red, this indicates the user is not currently checked in. Click the :guilabel:`🔴 (red circle)`, and the attendance widget appears, displaying a green :guilabel:`Check in` :icon:`fa-sign-in` button." +#: ../../content/applications/hr/attendances/check_in_check_out.rst:31 +msgid "For the **Attendances** app to log the location details, the user must allow their computer to access their location information." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:32 -msgid "When the user checks in from the database, the *Attendances* app logs the location details for the user, including the IP Address and GPS coordinates." -msgstr "" - -#: ../../content/applications/hr/attendances/check_in_check_out.rst:36 -msgid "For the *Attendances* app to log the location details, the user must allow their computer to access their location information." -msgstr "" - -#: ../../content/applications/hr/attendances/check_in_check_out.rst:39 +#: ../../content/applications/hr/attendances/check_in_check_out.rst:34 msgid "If the user has not already checked in and out during the current work day, this button is the only visible item in the widget. If the user has previously checked in and out, a :guilabel:`Total today` field appears above the button, and the total amount of time that has been logged for the day appears in that field, in an :guilabel:`HH:MM` (hours:minutes) format." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:44 -msgid "Click the :guilabel:`Check in` :icon:`fa-sign-in` button to check in. The :guilabel:`🔴 (red circle)` in the top menu changes to green, and the widget changes appearance, as well. The widget updates to reflect that the user has checked in, by changing the green :guilabel:`Check in` :icon:`fa-sign-in` button to a yellow :guilabel:`Check out` :icon:`fa-sign-out` button." +#: ../../content/applications/hr/attendances/check_in_check_out.rst:39 +msgid "Click the :guilabel:`Check in` :icon:`fa-sign-in` button to check in. The :icon:`fa-circle` :guilabel:`(red circle)` in the top menu changes to green, and the widget changes appearance, as well. The widget updates to reflect that the user has checked in, by changing the green :guilabel:`Check in` :icon:`fa-sign-in` button to a yellow :guilabel:`Check out` :icon:`fa-sign-out` button." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:49 +#: ../../content/applications/hr/attendances/check_in_check_out.rst:45 msgid "Click anywhere on the screen to close the attendance widget." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:52 +#: ../../content/applications/hr/attendances/check_in_check_out.rst:48 #: ../../content/applications/hr/frontdesk/visitors.rst:175 msgid "Check out" msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:54 +#: ../../content/applications/hr/attendances/check_in_check_out.rst:50 msgid "If the user is checking out for the first time, :guilabel:`Since HH:MM (AM/PM)` appears at the top of the widget, with the time the user checked in populating the time field. Beneath that line, the hours and minutes that have elapsed since checking in are displayed in a :guilabel:`HH:MM` format. As time passes, this value is updated to reflect the hours and minutes that have passed since the user checked in." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:60 +#: ../../content/applications/hr/attendances/check_in_check_out.rst:56 msgid "If the user has previously checked in and out, additional fields are presented. A :guilabel:`Before HH:MM (AM/PM)` field appears, in addition to the :guilabel:`Since HH:MM (AM/PM)` field. The times displayed in both of these fields match, and are populated with the most recent check in time. Beneath the :guilabel:`Before HH:MM (AM/PM)` field, the previously logged time is displayed, in an :guilabel:`HH:MM` (hours:minutes) format." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:66 +#: ../../content/applications/hr/attendances/check_in_check_out.rst:62 msgid "In addition, beneath both of these fields, a :guilabel:`Total today` field appears. This field is the sum of both the :guilabel:`Before HH:MM (AM/PM)` and :guilabel:`Since HH:MM (AM/PM)` fields, and is the total time that is logged for the user, if they were to log out at that moment." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:70 +#: ../../content/applications/hr/attendances/check_in_check_out.rst:66 msgid "As time passes, both the :guilabel:`Since HH:MM (AM/PM)` and :guilabel:`Total today` fields are updated live. To check out, click the yellow :guilabel:`Check out` :icon:`fa-sign-out` button. The attendance widget updates again, displaying the :guilabel:`Total today` field with the logged time, while the yellow :guilabel:`Check out` :icon:`fa-sign-out` button changes to a green :guilabel:`Check in` :icon:`fa-sign-in` button." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:76 -msgid "When the user checks out from the database, the *Attendances* app logs the location details for the user. This information is **only** logged if the user allows their computer to access this information." +#: ../../content/applications/hr/attendances/check_in_check_out.rst:72 +msgid "When the user checks out from the database, the **Attendances** app logs the location details for the user. This information is logged **only** if the user grants permission." msgstr "" #: ../../content/applications/hr/attendances/check_in_check_out.rst:-1 msgid "The pop-up that appears when an employee checks in inside the database." msgstr "" -#: ../../content/applications/hr/attendances/check_in_check_out.rst:85 -msgid "There is no limit to the amount of times a user can check in and check out. Users are able to check in and out without any time elapsing (a value of 00:00). Each time an employee logs in and out, the information is stored and appears on the main *Attendances* dashboard, including check ins and check outs with no time value." +#: ../../content/applications/hr/attendances/check_in_check_out.rst:79 +msgid "The number of times a user can check in and check out is unlimited. Users can check in and out without any time elapsing (a value of 00:00). Each time an employee logs in and out, the information is stored and appears on the main **Attendances** dashboard, including check-ins and check-outs with no time value." msgstr "" #: ../../content/applications/hr/attendances/hardware.rst:3 @@ -1600,6 +1930,7 @@ 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/badges.rst:3 msgid "Badges" msgstr "" @@ -2067,13 +2398,182 @@ msgstr "" msgid "An Attendances app record form, filled out for Doris Cole for April 23, 2025." msgstr "" -#: ../../content/applications/hr/employees.rst:7 +#: ../../content/applications/hr/employees.rst:5 +#: ../../content/applications/hr/employees.rst:59 #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:35 msgid "Employees" msgstr "" -#: ../../content/applications/hr/employees.rst:9 -msgid "Odoo *Employees* organizes a company's employee records, contracts, and departments." +#: ../../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." +msgstr "" + +#: ../../content/applications/hr/employees.rst:53 +#: ../../content/applications/hr/fleet/new_vehicle.rst:16 +#: ../../content/applications/hr/lunch.rst:15 +#: ../../content/applications/hr/payroll.rst:15 +#: ../../content/applications/hr/recruitment.rst:34 +msgid "Settings" +msgstr "" + +#: ../../content/applications/hr/employees.rst:55 +msgid "To view and configure the available settings, navigate to :menuselection:`Employees app --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/hr/employees.rst:61 +msgid ":guilabel:`Presence Display`: select how the employee's availability status is calculated." +msgstr "" + +#: ../../content/applications/hr/employees.rst:63 +msgid ":guilabel:`Based on attendances`: marked available when :ref:`checked into ` the **Attendances** app." +msgstr "" + +#: ../../content/applications/hr/employees.rst:65 +msgid ":guilabel:`Based on user status in system`: marked available when the :doc:`employee logs in to Odoo `." +msgstr "" + +#: ../../content/applications/hr/employees.rst:68 +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:71 +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:74 +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:78 +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:81 +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." +msgstr "" + +#: ../../content/applications/hr/employees.rst:88 +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." +msgstr "" + +#: ../../content/applications/hr/employees.rst:92 +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." +msgstr "" + +#: ../../content/applications/hr/employees.rst:0 +msgid "Two employee Kanban cards displaying their working location and status." +msgstr "" + +#: ../../content/applications/hr/employees.rst:99 +msgid "Work organization" +msgstr "" + +#: ../../content/applications/hr/employees.rst:101 +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)`." +msgstr "" + +#: ../../content/applications/hr/employees.rst:105 +msgid "The available working hours listed are the same as the configured :ref:`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:110 +msgid "Employee update rights" +msgstr "" + +#: ../../content/applications/hr/employees.rst:112 +msgid "Enable the :guilabel:`Employee Editing` option to allow employees to edit their own data on their employee record." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:5 +msgid "In Odoo, employees can earn badges, either automatically through :doc:`challenges created in the CRM app <../../sales/crm/optimize/gamification>`, through **eLearning** courses, or manually, as managers decide to award them." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:9 +msgid "Badges are a way to gamify the work day, can be created for any reason, and can be granted to any user." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:13 +msgid "Badges can **only** be awarded to :doc:`users of the database <../../general/users>`, *and* if the **eLearning** app is installed." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:17 +msgid "View available badges" +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:19 +msgid "To view the available badges that are configured by default, navigate to :menuselection:`Employees app --> Configuration --> Badges`." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:22 +msgid "All badges appear in a default Kanban view, with the badge's :guilabel:`Name` and image displayed. Additionally, the number of users awarded the badge for both the current month, and in total, appears, along with the badge description, and the avatar for each user who received the badge." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:26 +msgid "Each badge has a :guilabel:`Grant` button to :ref:`award the badge ` from the :guilabel:`Badges` dashboard." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:-1 +msgid "All the available badges, on the Badges dashboard." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:33 +msgid "Create badges" +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:35 +msgid "Badges can be created in the database when the default badges are not sufficient. This can be done from the :guilabel:`Badges` dashboard in the **Employees** app, or from the **CRM** app." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:38 +msgid "To add a badge in the **Employees** app, first navigate to :menuselection:`Employees app --> Configuration --> Badges`, then click the :guilabel:`New` button in the upper-left corner." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:41 +msgid "Fill out the badge form as outlined in the :ref:`CRM documentation `." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:44 +msgid ":ref:`CRM Gamification `" +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:47 +msgid "View employee badges" +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:49 +msgid "To view badges awarded to an employee, open the **Employees** app, and click on an employee record. Click on the :guilabel:`Received Badges` tab to view any awarded badges." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:53 +msgid "If this tab is not visible, it means there is no :guilabel:`Related User` in the :guilabel:`Settings` tab. Once a user is populated in the :guilabel:`Related User` field, the :guilabel:`Badges` tab appears." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:60 +msgid "Grant badges" +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:62 +msgid "To grant a badge to an employee, open the employee record, and click into the :guilabel:`Received Badges` tab. Click the :guilabel:`Grant a Badge` button to load a :guilabel:`Reward Employee` pop-up window." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:66 +msgid "Using the drop-down menu, select the badge being awarded in the :guilabel:`What are you thankful for?` field. The default options are :guilabel:`Good Job`, :guilabel:`Problem Solver`, and :guilabel:`Brilliant`." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:71 +msgid "Additional options appear (e.g., :guilabel:`Get Started`, :guilabel:`Power user`, :guilabel:`community Hero`) which are associated with challenges. These are automatically granted through completed challenges. While these can be awarded at any time, it is advised to grant badges manually that are *not* associated with a challenge." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:76 +msgid "Next, enter a brief summary of why the badge is being granted in the field displaying :guilabel:`Describe what they did and why it matters (will be public)` field. Last, click the :guilabel:`Reward Employee` button, and the badge is awarded, and is visible in the :guilabel:`Badges` tab." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:82 +msgid "Users cannot grant themselves badges. An error message appears if attempted." +msgstr "" + +#: ../../content/applications/hr/employees/badges.rst:-1 +msgid "The 'Reward Employee' field populated." msgstr "" #: ../../content/applications/hr/employees/certifications.rst:3 @@ -2085,46 +2585,46 @@ msgid "When jobs require specific knowledge, it is necessary to track employee c msgstr "" #: ../../content/applications/hr/employees/certifications.rst:8 -msgid "Certifications include classes, tests, professional seminars, and more. There are no restrictions in terms of what type of certification records can be added in Odoo." +msgid "When jobs require specific knowledge, track employee certifications (e.g., classes, tests, seminars) to verify required skills. Odoo accepts any certification type without restriction." msgstr "" #: ../../content/applications/hr/employees/certifications.rst:12 -msgid "To access the *Employee Certifications* report, the **Surveys** app **must** be installed." +msgid "To add certifications to an employee profile, and to access the *Employee Certifications* report, the **Surveys** app **must** be installed." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:15 +#: ../../content/applications/hr/employees/certifications.rst:16 msgid "View certifications" msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:17 +#: ../../content/applications/hr/employees/certifications.rst:18 msgid "To view a full list of all employee certifications, navigate to :menuselection:`Employees app --> Reporting --> Certifications`." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:20 +#: ../../content/applications/hr/employees/certifications.rst:21 msgid "All certifications appear in a list view, grouped by employee. Each certification entry displays the following:" msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:23 +#: ../../content/applications/hr/employees/certifications.rst:24 msgid ":guilabel:`Employee`: the employee's name, along with their avatar image." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:24 +#: ../../content/applications/hr/employees/certifications.rst:25 msgid ":guilabel:`Name`: the title of the certification." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:25 +#: ../../content/applications/hr/employees/certifications.rst:26 msgid ":guilabel:`Validity Start`: when the employee received the certification." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:26 +#: ../../content/applications/hr/employees/certifications.rst:27 msgid ":guilabel:`Validity End`: when the certification expires." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:27 +#: ../../content/applications/hr/employees/certifications.rst:28 msgid ":guilabel:`Certification`: the corresponding course in the **Surveys** app that was completed by the employee, if applicable." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:30 +#: ../../content/applications/hr/employees/certifications.rst:31 msgid "The entries are also color-coded. Current certifications that are still valid appear in black, expired certifications appear in red, and certifications that are going to expire within the next 90 days appear in orange." msgstr "" @@ -2133,7 +2633,7 @@ msgid "The list of employee certifications." msgstr "" #: ../../content/applications/hr/employees/certifications.rst:39 -msgid "**Only** certification records with the *Display Type* set to *Certification* on their :ref:`certification form ` appear on the :guilabel:`Employee Certifications` report. All other certifications appear in the resume section of the :doc:`employee form `." +msgid "**Only** certification records with the *Display Type* set to *Certification* on their :ref:`certification form ` appear on the :guilabel:`Employee Certifications` report. All other certifications appear in the resume section of the :ref:`employee form `." msgstr "" #: ../../content/applications/hr/employees/certifications.rst:45 @@ -2145,7 +2645,7 @@ msgid "When managing a large number of employees with a variety of certification msgstr "" #: ../../content/applications/hr/employees/certifications.rst:51 -msgid "To do so, navigate to :menuselection:`Employees app --> Reporting --> Certifications`. Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar, then click :guilabel:`Add Custom Group`, revealing a drop-down menu. Click :guilabel:`Expiration Status`, then click away from the drop-down menu to close it." +msgid "To do so, navigate to :menuselection:`Employees app --> Reporting --> Certifications`. Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon in the search bar, then click :guilabel:`Add Custom Group` :icon:`fa-caret-down`, revealing a drop-down menu. Click :guilabel:`Expiration Status`, then click away from the drop-down menu to close it." msgstr "" #: ../../content/applications/hr/employees/certifications.rst:56 @@ -2153,39 +2653,39 @@ msgid "After doing so, all the certifications are organized by status, starting msgstr "" #: ../../content/applications/hr/employees/certifications.rst:60 -msgid "This view provides an easy way to see which employees have certifications that are going to expire soon, to determine which employees need to take action to keep their certifications current." +msgid "Filter certifications by expiration status to identify certifications expiring soon, and identify employees who must renew." msgstr "" #: ../../content/applications/hr/employees/certifications.rst:-1 msgid "The list of employee certifications, grouped by status." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:70 +#: ../../content/applications/hr/employees/certifications.rst:69 msgid "Log a certification" msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:72 +#: ../../content/applications/hr/employees/certifications.rst:71 msgid "To log a certification for an employee, navigate to :menuselection:`Employees app --> Reporting --> Certifications`. Click :guilabel:`New`, and a blank certification form loads. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:76 +#: ../../content/applications/hr/employees/certifications.rst:75 msgid ":guilabel:`Title`: Enter a short description for the certification in this field." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:77 +#: ../../content/applications/hr/employees/certifications.rst:76 msgid ":guilabel:`Employee`: Using the drop-down menu, select the employee who received the certification." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:79 -msgid ":guilabel:`Type`: Using the drop-down menu, select the type of certification received. This field determines where on the employee's resume the certification appears. To create a new :guilabel:`Type`, enter the type in the field, then click :guilabel:`Create \"type\"`." +#: ../../content/applications/hr/employees/certifications.rst:78 +msgid ":guilabel:`Type`: Using the drop-down menu, select the type of certification received. This field determines where on the employee's resume the certification appears. To create a new :guilabel:`Type`, enter the type in the field, then click :guilabel:`Create [type]`." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:83 +#: ../../content/applications/hr/employees/certifications.rst:82 msgid "The default options are:" msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:85 -msgid ":guilabel:`Experience`: Select this option to have the certification appear in the *Experience* section of the *Resume* tab on the :doc:`employee form `." +#: ../../content/applications/hr/employees/certifications.rst:84 +msgid ":guilabel:`Experience`: Select this option to have the certification appear in the *Experience* section of the *Resume* tab on the :doc:`employee form `. Experience entries are typically previous jobs or internships." msgstr "" #: ../../content/applications/hr/employees/certifications.rst:87 @@ -2193,34 +2693,38 @@ msgid ":guilabel:`Education`: Select this option to have the certification appea msgstr "" #: ../../content/applications/hr/employees/certifications.rst:89 -msgid ":guilabel:`Internal Certification`: Select this option to have the certification appear in the *Internal Certification* section of the *Resume* tab on the :doc:`employee form `." +msgid ":guilabel:`Social Media`: Select this option to have the certification appear in the *Social Media* section of the *Resume* tab on the :doc:`employee form `. Social Media entries typically relate to certifications relating to digital marketing, social media management, and specific trainings from social media platforms." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:91 -msgid ":guilabel:`Completed Internal Training`: Select this option to have the certification appear in *Completed Internal Training* section of the *Resume* tab on the :doc:`employee form `." +#: ../../content/applications/hr/employees/certifications.rst:93 +msgid ":guilabel:`Internal Certification`: Select this option to have the certification appear in the *Internal Certification* section of the *Resume* tab on the :doc:`employee form `. Internal certifications entries are tied to courses, training, or programs created by the company, that once completed, have a certification associated with it." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:95 +#: ../../content/applications/hr/employees/certifications.rst:97 +msgid ":guilabel:`Completed Internal Training`: Select this option to have the certification appear in the *Completed Internal Training* section of the *Resume* tab on the :doc:`employee form `. Completed internal training entries are typically associated with trainings created by the company, for company-specific processes. These do not result in any certifications, but are logged on the employee profile to indicate completed training." +msgstr "" + +#: ../../content/applications/hr/employees/certifications.rst:103 msgid ":guilabel:`Display Type`: Select the visibility of the certification in this field. The default options are:" msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:98 +#: ../../content/applications/hr/employees/certifications.rst:106 msgid ":guilabel:`Classic`: Select this option to have the certification appear in the *Resume* section of the employee form, and **not** appear on the *Employee Certifications* report." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:100 -msgid ":guilabel:`Course`: Select this option to have the certification appear in the *Resume* section of the employee form, and **not** appear on the *Employee Certifications* report. Once this option is selected, a :guilabel:`Course` field appears beneath the :guilabel:`Display Type` field. Using the drop-down menu, select the course the employee took. The course is created in the **Surveys** app." +#: ../../content/applications/hr/employees/certifications.rst:108 +msgid ":guilabel:`Certification`: select this option to have the certification appear in the *Resume* section of the employee form, **and** appear on the *Employee Certifications* report. Once this is selected, a :guilabel:`Certification` field appears beneath the :guilabel:`Display Type` field. Using the drop-down menu, select the corresponding **Surveys** app certification the employee took. This field **only** appears if the **Surveys** app is installed." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:105 -msgid ":guilabel:`Certification`: Select this option to have the certification appear in the *Resume* section of the employee form, **and** appear on the *Employee Certifications* report. Once this is selected, a :guilabel:`Certification` field appears beneath the :guilabel:`Display Type` field. Using the drop-down menu, select the certification the employee took." +#: ../../content/applications/hr/employees/certifications.rst:113 +msgid ":guilabel:`Course`: Select this option to have the certification appear in the *Resume* section of the employee form, and **not** appear on the *Employee Certifications* report. Once this option is selected, a :guilabel:`Course` field appears beneath the :guilabel:`Display Type` field. Using the drop-down menu, select the corresponding **eLearning** course the employee took. This field **only** appears if the **eLearning** app is installed." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:110 +#: ../../content/applications/hr/employees/certifications.rst:119 msgid ":guilabel:`Description`: Enter a description for the certification in this field." msgstr "" -#: ../../content/applications/hr/employees/certifications.rst:111 +#: ../../content/applications/hr/employees/certifications.rst:120 msgid ":guilabel:`Duration`: Click into the first field, and a calendar pop-over window appears. Click on the start and end dates for the certification validity period. When the correct dates are selected, click :icon:`fa-check` :guilabel:`Apply`, and both fields are populated." msgstr "" @@ -2228,6 +2732,18 @@ msgstr "" msgid "A certification form filled out for an OSHA certificate for construction." msgstr "" +#: ../../content/applications/hr/employees/certifications.rst:128 +msgid "Once a certification is logged for an employee, a new certification of the *same type* (i.e. :guilabel:`Education` or :guilabel:`Internal Certification`) can be added directly from the employee form, instead of the :guilabel:`Employee Certifications` dashboard." +msgstr "" + +#: ../../content/applications/hr/employees/certifications.rst:132 +msgid "In the main **Employees** app dashboard, click on an employee profile to open their employee form. In the :guilabel:`RESUME` tab, click the :guilabel:`ADD` button at the end of the corresponding certification line." +msgstr "" + +#: ../../content/applications/hr/employees/certifications.rst:136 +msgid "This :guilabel:`ADD` button **only** appears on employee profiles that already have a certification." +msgstr "" + #: ../../content/applications/hr/employees/departments.rst:3 msgid "Departments" msgstr "" @@ -2305,8 +2821,7 @@ msgid "The departments dashboard view with all the department cards in a Kanban msgstr "" #: ../../content/applications/hr/employees/departments.rst:65 -#: ../../content/applications/hr/fleet/accidents.rst:142 -#: ../../content/applications/hr/fleet/service.rst:329 +#: ../../content/applications/hr/fleet/accidents.rst:141 #: ../../content/applications/hr/recruitment.rst:174 msgid "Kanban view" msgstr "" @@ -2364,7 +2879,6 @@ msgid "Click on an alert in a department card, such as :guilabel:`Time Off Reque msgstr "" #: ../../content/applications/hr/employees/departments.rst:97 -#: ../../content/applications/hr/fleet/service.rst:302 msgid "List view" msgstr "" @@ -2413,7 +2927,7 @@ msgid "Many employees are given various items to use while they work, such as la msgstr "" #: ../../content/applications/hr/employees/equipment.rst:11 -msgid "To track employee equipment, the :guilabel:`Maintenance` app *must* be installed." +msgid "To track employee equipment, the **Maintenance** app *must* be installed." msgstr "" #: ../../content/applications/hr/employees/equipment.rst:16 @@ -2433,7 +2947,7 @@ msgid "Click the :icon:`fa-cubes` :guilabel:`Equipment Count` smart button, and msgstr "" #: ../../content/applications/hr/employees/equipment.rst:27 -msgid "Each Kanban card displays the name and brand of the equipment on the first line, the serial number, and the employee's name. Any current maintenance requests appear at the bottom of the card in a red box." +msgid "Each Kanban card displays the equipment's name and model on the first line, followed by the serial number (if available), and lastly, the employee's name. Any current maintenance requests appear at the bottom of the card in a red box." msgstr "" #: ../../content/applications/hr/employees/equipment.rst:-1 @@ -2441,62 +2955,66 @@ msgid "A Kanban view of all equipment for an employee." msgstr "" #: ../../content/applications/hr/employees/equipment.rst:35 +msgid "A serial number is **not** required when logging equipment." +msgstr "" + +#: ../../content/applications/hr/employees/equipment.rst:38 msgid "All employee equipment" msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:37 +#: ../../content/applications/hr/employees/equipment.rst:40 msgid "To view all equipment for all employees, start on the :ref:`equipment record of an individual employee `." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:41 -msgid "It does not matter what employee is selected, as this is just to get to the :guilabel:`Equipment` list." +#: ../../content/applications/hr/employees/equipment.rst:44 +msgid "It does not matter what employee is selected, or whether they have any equipment assigned to them. This step is only used to get to the :guilabel:`Equipment` list." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:44 +#: ../../content/applications/hr/employees/equipment.rst:47 msgid "In the Kanban view of the employee's equipment, clear the default :guilabel:`Assigned Employee` filter in the search bar. This presents *all* equipment in the database, including those assigned to individual employees and whole departments." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:48 -msgid "Click into the search bard, and select :guilabel:`Employee` in the :icon:`oi-group` :guilabel:`Group By` column. The equipment is now organized in a Kanban view, organized by employee." +#: ../../content/applications/hr/employees/equipment.rst:51 +msgid "Click into the search bar, and select :guilabel:`Employee` in the :icon:`oi-group` :guilabel:`Group By` column. The equipment is now organized in a Kanban view, by employee." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:51 -msgid "In the Kanban view displaying all employee equipment records, equipment can be quickly reassigned. Click and drag an equipment card to the desired employee to change ownership of the equipment." +#: ../../content/applications/hr/employees/equipment.rst:54 +msgid "In the Kanban view displaying all employee equipment records, equipment can be reassigned by clicking and dragging an equipment card to the desired employee. This changes ownership of the equipment." msgstr "" #: ../../content/applications/hr/employees/equipment.rst:-1 msgid "A Kanban view of all equipment for all employees." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:58 +#: ../../content/applications/hr/employees/equipment.rst:62 msgid "Add equipment to an employee record" msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:60 +#: ../../content/applications/hr/employees/equipment.rst:64 msgid "To add equipment to an employee's record, open the :menuselection:`Employees` app, click on the desired employee record, then click the :icon:`fa-cubes` :guilabel:`Equipment Count` smart button at the top." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:64 +#: ../../content/applications/hr/employees/equipment.rst:68 msgid "All equipment currently assigned to the employee appears in individual Kanban cards. To add a new equipment record, click the :guilabel:`New` button in the upper-left corner, and a blank :guilabel:`Equipment` form loads." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:68 +#: ../../content/applications/hr/employees/equipment.rst:72 msgid ":doc:`Fill out the equipment form <../../inventory_and_mrp/maintenance/add_new_equipment>` for the employee's equipment." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:72 +#: ../../content/applications/hr/employees/equipment.rst:76 msgid "Instead of filling out a new :guilabel:`Equipment` form for the same item, a form can be duplicated, then updated." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:75 +#: ../../content/applications/hr/employees/equipment.rst:79 msgid "On the :guilabel:`Equipment` form, click the :icon:`fa-gear` :guilabel:`(Actions)` icon in the upper-left corner, then select :icon:`fa-clone` :guilabel:`Duplicate`." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:78 +#: ../../content/applications/hr/employees/equipment.rst:82 msgid "An identical form appears, with *all* the information filled out, except for the :guilabel:`Serial Number`." msgstr "" -#: ../../content/applications/hr/employees/equipment.rst:81 +#: ../../content/applications/hr/employees/equipment.rst:85 msgid "Enter the :guilabel:`Serial Number` on the form, and make any other necessary changes, such as the assigned :guilabel:`Employee`." msgstr "" @@ -2509,14 +3027,14 @@ msgid "New employees" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:5 -msgid "When a new employee is hired, the first step is to create a new employee record. This record is a centralized place where all important information about the employee is stored, including :ref:`general information `, :ref:`job history and skills `, :ref:`various work information `, :ref:`personal details `, :ref:`documents `, and more." +msgid "When a new employee is hired, the first step is to create a new employee record. This record is a centralized place where all important information about the employee is stored, including :ref:`general information `, :ref:`job history and skills `, :ref:`various work information `, :ref:`personal details `, :ref:`payroll-related information `, and various :ref:`settings ` that affect integrations with other apps in the database." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:11 +#: ../../content/applications/hr/employees/new_employee.rst:13 msgid "To begin, open the :menuselection:`Employees` app, then click the :guilabel:`New` button in the upper-left corner. Doing so reveals a blank employee form." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:14 +#: ../../content/applications/hr/employees/new_employee.rst:16 msgid "Proceed to fill out the required information, along with any additional details." msgstr "" @@ -2524,576 +3042,739 @@ msgstr "" msgid "Create a new employee form with all fields filled out." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:21 -msgid "The current company phone number and name are populated in the :guilabel:`Work Phone` and :guilabel:`Company` fields. If the *Appraisals* application is installed, the :guilabel:`Next Appraisal Date` field is populated with a date six months from the current date." +#: ../../content/applications/hr/employees/new_employee.rst:22 +msgid "The current company phone number and name are populated in the :guilabel:`Work Phone` and :guilabel:`Company` fields. If the **Appraisals** application is installed, the :guilabel:`Next Appraisal Date` field is populated with a date six months from the current date." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:28 -#: ../../content/applications/hr/fleet/new_vehicle.rst:108 -#: ../../content/applications/hr/fleet/service.rst:117 +#: ../../content/applications/hr/employees/new_employee.rst:29 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:18 msgid "General information" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:30 -msgid "The employee form automatically saves as data is entered. However, the form can be saved manually at any time by clicking the :guilabel:`Save manually` option, represented by a :guilabel:`(cloud with an upwards arrow)` icon." +#: ../../content/applications/hr/employees/new_employee.rst:31 +msgid "Fill out the following employee details." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:35 -msgid "Required fields" +#: ../../content/applications/hr/employees/new_employee.rst:34 +msgid "The employee form automatically saves as data is entered. However, the form can be saved manually at any time by clicking the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:37 -msgid ":guilabel:`Employee's Name`: enter the employee's name." +msgid ":guilabel:`Employee's Name`: enter the employee's name. This field is required." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:38 -msgid ":guilabel:`Company`: from the drop-down menu in this field, select the company the new employee was hired by, or create a new company by typing the name in the field, and clicking :guilabel:`Create` or :guilabel:`Create and edit...` from the mini drop-down menu that appears." +msgid ":guilabel:`Job Position`: this field appears below the employee name and can be filled in manually. Alternatively, select a position from the drop-down menu in the :guilabel:`Job Position` field beneath the :guilabel:`Department` field to auto-populate the top field. The two fields do not need to match." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:-1 -msgid "A new employee form with the required fields highlighted." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:47 -msgid "Optional fields" -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:49 -msgid ":guilabel:`Photo`: in the top-right image box of the employee form, click on the :guilabel:`✏️ (pencil)` edit icon to select a photo to upload." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:51 -msgid ":guilabel:`Job Position`: enter the employee's job title under their name, or select it from the :guilabel:`Job Position` field drop-down menu below to have this top field auto-populate. The :guilabel:`Job Position` field under the employee name can be modified, and does *not* need to match the selection made in the :guilabel:`Job Position` drop-down menu in the field below." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:57 +#: ../../content/applications/hr/employees/new_employee.rst:44 msgid "While it is recommended to have the job positions match, the typed-in description in this top field can contain more specific information than the selected drop-down :guilabel:`Job Position`, if desired." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:61 -msgid "For instance, if someone is hired for a sales representative position configured as :guilabel:`Sales Representative` in the *Recruitment* app, that can be selected in the drop-down :guilabel:`Job Position` field." +#: ../../content/applications/hr/employees/new_employee.rst:48 +msgid "For instance, if someone is hired for a sales representative position configured as :guilabel:`Sales Representative` in the **Recruitment** app, that can be selected in the drop-down :guilabel:`Job Position` field." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:65 -msgid "In the typed-in :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name` field, the position could be more specific, such as `Sales Representative - Subscriptions` if the employee is focused solely on subscription sales." +#: ../../content/applications/hr/employees/new_employee.rst:52 +msgid "In the typed-in :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name`, the position can be more specific, such as `Sales Representative - Subscriptions` if the employee is focused solely on subscription sales." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:0 msgid "Both job position fields entered but with different information." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:73 -msgid ":guilabel:`Tags`: select a tag from the drop-down menu to add relevant tags to the employee. Any tag can be created in this field by typing it in. Once created, the new tag is available for all employee records. There is no limit to the amount of tags that can be added." +#: ../../content/applications/hr/employees/new_employee.rst:59 +msgid ":guilabel:`Photo`: in the top-right image box of the employee form, click on the :icon:`fa-pencil` :guilabel:`(Edit)` icon, then select a photo to upload." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:76 -msgid ":guilabel:`Work Contact Information`: enter the employee's :guilabel:`Work Mobile`, :guilabel:`Work Phone`, :guilabel:`Work Email`, and/or :guilabel:`Company` name, if not already auto-populated." +#: ../../content/applications/hr/employees/new_employee.rst:61 +msgid "*Work Contact Information*: enter the employee's :guilabel:`Work Email`, :guilabel:`Work Phone`, and :guilabel:`Work Mobile`, information, if not already auto-populated." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:79 +#: ../../content/applications/hr/employees/new_employee.rst:63 +msgid ":guilabel:`Tags`: select a tag from the drop-down menu to add relevant tags to the employee. Any tag can be created in this field by typing it in. Once created, the new tag is available for all employee records. There is no limit to the amount of tags that can be added on an employee form." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:66 +msgid ":guilabel:`Company`: from the drop-down menu in this field, select the company the new employee was hired by, or create a new company by typing the name in the field, and clicking :guilabel:`Create` or :guilabel:`Create and edit...` from the mini drop-down menu that appears. This field is required." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:70 msgid ":guilabel:`Department`: select the employee's department from the drop-down menu." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:80 -msgid ":guilabel:`Job Position`: select the employee's job position from the drop-down menu. Once a selection is made, the :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name` field automatically updates to reflect the currently selected job position. These positions are from the :doc:`Recruitment <../../hr/recruitment/new_job/>` application, and reflect the currently configured job positions." +#: ../../content/applications/hr/employees/new_employee.rst:71 +msgid ":guilabel:`Job Position`: select the employee's job position from the drop-down menu. If using the **Recruitment** app, this list reflects configured job positions. Once a selection is made, the :guilabel:`Job Position` field beneath the :guilabel:`Employee's Name` field automatically updates to reflect the currently selected job position, but is still editable." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:85 +#: ../../content/applications/hr/employees/new_employee.rst:75 msgid ":guilabel:`Manager`: select the employee's manager from the drop-down menu." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:86 +#: ../../content/applications/hr/employees/new_employee.rst:76 msgid ":guilabel:`Coach`: select the employee's coach from the drop-down menu." msgstr "" +#: ../../content/applications/hr/employees/new_employee.rst:77 +msgid ":guilabel:`Next Appraisal Date`: this field is **only** visible if the **Appraisals** application is installed. The date automatically populates with a date that is computed according to the settings configured in the **Appraisals** application. This date can be modified using the calendar selector." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:83 +msgid "After a :guilabel:`Department` is selected, the department's configured manager and coach automatically populates the respective :guilabel:`Manager` and :guilabel:`Coach` fields." +msgstr "" + #: ../../content/applications/hr/employees/new_employee.rst:87 -msgid ":guilabel:`Next Appraisal Date`: this field is **only** visible if the *Appraisals* application is installed. The date automatically populates with a date that is computed according to the settings configured in the *Appraisals* application. This date can be modified using the calendar selector." +msgid "To make edits to the selected :guilabel:`Department`, :guilabel:`Manager`, :guilabel:`Coach`, or :guilabel:`Company`, click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow next to the respective selection. The :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow opens the selected form, allowing for modifications. Click :guilabel:`Save` after any edits are made." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:92 -msgid "After a :guilabel:`Manager` is selected, if the :guilabel:`Coach` field is blank, the selected manager automatically populates the :guilabel:`Coach` field." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:96 -msgid "To make edits to the selected :guilabel:`Department`, :guilabel:`Manager`, :guilabel:`Coach`, or :guilabel:`Company`, click the :guilabel:`Internal Link` arrow next to the respective selection. The :guilabel:`Internal Link` arrow opens the selected form, allowing for modifications. Click :guilabel:`Save` after any edits are made." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:102 -msgid "Additional information tabs" -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:107 +#: ../../content/applications/hr/employees/new_employee.rst:95 msgid "Resumé tab" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:110 +#: ../../content/applications/hr/employees/new_employee.rst:98 #: ../../content/applications/hr/payroll.rst:839 #: ../../content/applications/hr/recruitment/recruitment-flow.rst:38 msgid "Resumé" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:112 -msgid "Next, enter the employee's work history in the :guilabel:`Resumé` tab. Each resumé line must be entered individually. When creating an entry for the first time, click :guilabel:`Create a new entry`, and the :guilabel:`Create Resumé lines` form appears. After an entry is added, the :guilabel:`Create a new entry` button is replaced with an :guilabel:`Add` button. Enter the following information for each entry." +#: ../../content/applications/hr/employees/new_employee.rst:100 +msgid "Enter the employee's work history in the :guilabel:`Resumé` tab. Each resumé line must be entered individually. When creating an entry for the first time, click :guilabel:`Create a new entry`, and the :guilabel:`Create Resumé lines` form appears. After an entry is added, the :guilabel:`Create a new entry` button is replaced with an :guilabel:`ADD` button. Enter the following information for each entry." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:106 +msgid ":guilabel:`Title`: type in the title of the previous work experience." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:107 +msgid ":guilabel:`Employee`: select the employee from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:108 +msgid ":guilabel:`Type`: from the drop-down menu, select either :guilabel:`Experience`, :guilabel:`Education`, :guilabel:`Social Media`, or :guilabel:`Internal Certification`. To create a new :guilabel:`Type`, enter the name of the type, then click :guilabel:`Create \"(Type)\"`." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:111 +msgid ":guilabel:`Display Type`: from the drop-down menu, choose :guilabel:`Classic` for typical work experience, or :guilabel:`Certification` for experience gained through a certification." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:113 +msgid ":guilabel:`Duration`: enter the start and end dates for the work experience. To select a date, click the first empty field to reveal a calendar pop-up window. Proceed to use the :icon:`oi-chevron-left` :guilabel:`(left arrow)` and :icon:`oi-chevron-right` :guilabel:`(right arrow)` icons to scroll to the desired month, then click on the day to select it. Repeat this process to locate and select the end date. When the desired dates have been selected, click :icon:`fa-check` :guilabel:`Apply`." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:119 +msgid ":guilabel:`Description`: enter any relevant details in this field." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:121 +msgid "Once all the information is entered, click the :guilabel:`Save & Close` button if there is only one entry to add, or click the :guilabel:`Save & New` button to save the current entry and create another resumé line." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:-1 msgid "A resumé entry form with all the information populated." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:122 -msgid ":guilabel:`Title`: type in the title of the previous work experience." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:123 -msgid ":guilabel:`Employee`: select the employee from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:124 -msgid ":guilabel:`Type`: from the drop-down menu, select either :guilabel:`Experience`, :guilabel:`Education`, :guilabel:`Side Projects`, :guilabel:`Internal Certification`, :guilabel:`Completed Internal Training`, or type in a new entry, then click :guilabel:`Create \"(Type)\"`." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:128 -msgid ":guilabel:`Display Type`: from the drop-down menu, choose :guilabel:`Classic` for typical work experience, :guilabel:`Certification` for experience gained through a certification, or :guilabel:`Course` for non-certified classes." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:131 -msgid ":guilabel:`Duration`: enter the start and end dates for the work experience. To select a date, click the first empty field to reveal a calendar pop-up window. Proceed to use the :guilabel:`< (left arrow)` and :guilabel:`> (right arrow)` icons to scroll to the desired month, then click on the day to select it. Repeat this process to locate and select the end date. When the desired dates have been selected, click :guilabel:`✔️ Apply`." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:136 -msgid ":guilabel:`Description`: enter any relevant details in this field." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:138 -msgid "Once all the information is entered, click the :guilabel:`Save & Close` button if there is only one entry to add, or click the :guilabel:`Save & New` button to save the current entry and create another resumé line." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:143 +#: ../../content/applications/hr/employees/new_employee.rst:129 msgid "After the new employee form is saved, the current position and company is automatically added to the :guilabel:`Resumé` tab, with the end date listed as `current`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:149 +#: ../../content/applications/hr/employees/new_employee.rst:135 msgid "Skills" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:151 +#: ../../content/applications/hr/employees/new_employee.rst:137 msgid "An employee's skills can be entered in the :guilabel:`Resumé` tab in the same manner that a resumé line is created." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:154 -msgid "In order to add a skill to an employee record, the skill types must be configured first. If no skill types are configured, a :guilabel:`Create new Skills` button appears in the :guilabel:`Skills` section of the :guilabel:`Resumé` tab. :ref:`Configure the skill types ` before adding any skills to the employee record." +#: ../../content/applications/hr/employees/new_employee.rst:140 +msgid "In order to add a skill to an employee record, the skill types must first be configured. By default, Odoo comes with two :guilabel:`Skill Types` preconfigured: *Languages* and *Soft Skills*. :ref:`Configure the rest of the skill types ` before adding any skills to the employee record." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:159 -msgid "If the skill types are configured, a :guilabel:`Pick a skill from the list` button appears instead. Click the :guilabel:`Pick a skill from the list` button, and select the following information for each skill." +#: ../../content/applications/hr/employees/new_employee.rst:145 +msgid "When adding the first skill to an employee record, a :guilabel:`Pick a skill from the list` button appears in the :guilabel:`Skills` section of the :guilabel:`Resumé` tab. Click the :guilabel:`Pick a skill from the list` button, and select the following information for each skill." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:149 +msgid ":guilabel:`Skill Type`: select a :ref:`skill type ` by clicking the radio button next to the skill type." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:151 +msgid ":guilabel:`Skill`: after selecting a :guilabel:`Skill Type`, the corresponding skills associated with that selected :guilabel:`Skill Type` appear in a drop-down menu. For example, selecting :guilabel:`Language` as the :guilabel:`Skill Type` presents a variety of languages to select from under the :guilabel:`Skills` field. Select the appropriate preconfigured skill from the list." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:157 +msgid "If the desired skill does not appear in the list, it is **not** possible to add the new skill from this window. New skills must be added from the :ref:`Skill Types ` dashboard." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:161 +msgid ":guilabel:`Skill Level`: pre-defined skill levels associated with the selected :guilabel:`Skill Type` appear in a drop-down menu. First, select a :guilabel:`Skill Level`, then the progress bar automatically displays the pre-defined progress for that specific skill level. Skill levels can be created and modified from the :ref:`Skill Types ` dashboard." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:166 +msgid "Click the :guilabel:`Save & Close` button if there is only one skill to add, or click the :guilabel:`Save & New` button to save the current entry and immediately add another skill." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:169 +msgid "At any point, a new line can be added by clicking the :guilabel:`ADD` button next to the corresponding section." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:-1 msgid "A skill form with the information filled out." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:167 -msgid ":guilabel:`Skill Type`: select a :ref:`skill type ` by clicking the radio button next to the skill type." +#: ../../content/applications/hr/employees/new_employee.rst:176 +msgid "Only users with :guilabel:`Officer: Manage all employees` or :guilabel:`Administrator` rights for the **Employees** app can add or edit skills." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:169 -msgid ":guilabel:`Skill`: after selecting a :guilabel:`Skill Type`, the corresponding skills associated with that selected :guilabel:`Skill Type` appear in a drop-down menu. For example, selecting :guilabel:`Language` as the :guilabel:`Skill Type` presents a variety of languages to select from under the :guilabel:`Skills` field. Select the appropriate pre-configured skill, or type in a new skill, then click :guilabel:`Create \"(new skill)\"`." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:174 -msgid ":guilabel:`Skill Level`: pre-defined skill levels associated with the selected :guilabel:`Skill Type` appear in a drop-down menu. First, select a :guilabel:`Skill Level`, then the progress bar automatically displays the pre-defined progress for that specific skill level. Skill levels and progress can be modified in the :guilabel:`Skill Level` pop-up form, which is accessed via the :guilabel:`Internal Link` arrow next to :guilabel:`Skill Level` field." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:180 -msgid "Click the :guilabel:`Save & Close` button if there is only one skill to add, or click the :guilabel:`Save & New` button to save the current entry and immediately add another skill." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:183 -msgid "To delete any line from the :guilabel:`Resumé` tab, click the :guilabel:`🗑️ (trash can)` icon to delete the entry. Add a new line by clicking the :guilabel:`Add` button next to the corresponding section." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:188 -msgid "Only users with :guilabel:`Officer: Manage all employees` or :guilabel:`Administrator` rights for the *Employees* app can add or edit skills." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:194 +#: ../../content/applications/hr/employees/new_employee.rst:182 msgid "Skill types" msgstr "" +#: ../../content/applications/hr/employees/new_employee.rst:184 +msgid "In order to add a skill to an employee's form, the :guilabel:`Skill Types` must be configured. Go to :menuselection:`Employees app --> Configuration --> Skill Types` to view the currently configured skill types and create new skill types." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:189 +msgid "The default skill of :guilabel:`Languages` is preconfigured with twenty-one skills, and the default :guilabel:`Soft Skills` is preconfigured with fifteen skills." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:192 +msgid "Click the :guilabel:`New` button in the upper-left corner, and a new :guilabel:`Skill Type` form appears. Fill out the following details for the new skill type. Repeat this for all the needed skill types." +msgstr "" + #: ../../content/applications/hr/employees/new_employee.rst:196 -msgid "In order to add a skill to an employee's form, the :guilabel:`Skill Types` must be configured. Go to :menuselection:`Employees app --> Configuration --> Employee: Skill Types` to view the currently configured skill types and create new skill types." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:201 -msgid "The default skill of :guilabel:`Languages` is pre-configured as a skill *type*, but there are no specific language *skills* listed within that skill type. The :guilabel:`Languages` skill type must be fully configured before it can be used." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:205 -msgid "Click :guilabel:`New` and a new :guilabel:`Skill Type` form appears. Fill out all the details for the new skill type. Repeat this for all the needed skill types." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:208 msgid ":guilabel:`Skill Type`: enter the name of the skill type. This acts as the parent category for more specific skills and should be generic." msgstr "" +#: ../../content/applications/hr/employees/new_employee.rst:198 +msgid ":guilabel:`SKILLS`: click :guilabel:`Add a line`, and enter the :guilabel:`Name` for the new skill, then repeat for all other needed skills." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:200 +msgid ":guilabel:`LEVELS`: click :guilabel:`Add a line`, and enter a :guilabel:`Name` and :guilabel:`Progress` percentage (`0`-`100`) for each level." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:203 +msgid "Set a :guilabel:`Default Level` by clicking the toggle on the desired line (only one level can be selected). The toggle turns green to indicate the default level. Typically, the lowest level is chosen, but any level can be selected." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:206 +msgid ":guilabel:`DISPLAY`: click the colored box next to the :guilabel:`Color` field to reveal a list of available colors for the skill type. Click on a color to select it." +msgstr "" + #: ../../content/applications/hr/employees/new_employee.rst:210 -msgid ":guilabel:`Skills`: click :guilabel:`Add a line`, and enter the :guilabel:`Name` for the new skill, then repeat for all other needed skills." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:212 -msgid ":guilabel:`Levels`: click :guilabel:`Add a line`, and enter the :guilabel:`Name` of the level. Next, click into the :guilabel:`Progress` field, and enter a percentage (0-100) for that level. Repeat for all additional levels, as needed." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:215 -msgid ":guilabel:`Default Level`: click the toggle on the level line to set that level as the default. Typically, the lowest level is set as the default, but any level can be chosen. The toggle turns green, indicating it is the default level for the skill. Only one level can be set as the default." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:220 -msgid "To add a math skill set, enter `Math` in the :guilabel:`Name` field. Next, in the :guilabel:`Skills` field, enter `Algebra`, `Calculus`, and `Trigonometry`. Last, in the :guilabel:`Levels` field enter `Beginner`, `Intermediate`, and `Expert`, with the :guilabel:`Progress` listed as `25`, `50`, and `100`, respectively. Last, click :guilabel:`Set Default` on the `Beginner` line to set this as the default skill level." +msgid "To add a math skill set in yellow, enter `Math` in the :guilabel:`Name` field. Then, in the :guilabel:`Skills` field, enter `Algebra`, `Calculus`, and `Trigonometry`. Next, in the :guilabel:`Levels` field enter `Beginner`, `Intermediate`, and `Expert`, with the :guilabel:`Progress` listed as `25`, `50`, and `100`, respectively. Click :guilabel:`Set Default` on the `Beginner` line to set this as the default skill level. Last, click the colored box next to :guilabel:`Color`, and select yellow." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:0 msgid "A skill form for a Math skill type, with all the information entered." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:230 -msgid "The :guilabel:`Skill Type` form automatically saves as data is entered." +#: ../../content/applications/hr/employees/new_employee.rst:221 +msgid "Once the form is completely filled out, click the :icon:`fa-cloud-upload` :guilabel:`(Save manually)` icon at the top of the screen, and the :guilabel:`Levels` rearrange in descending order, with the highest level at the top, and the lowest at the bottom, regardless of the default level and the order they were entered." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:233 -msgid "Once the form is completely filled out, click the :guilabel:`Save manually` button, represented by a :guilabel:`cloud with an upwards arrow` icon at the top of the screen, and the :guilabel:`Levels` rearrange in descending order, with the highest level at the top, and the lowest at the bottom, regardless of the default level and the order they were entered." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:241 +#: ../../content/applications/hr/employees/new_employee.rst:229 msgid "Work information tab" msgstr "" +#: ../../content/applications/hr/employees/new_employee.rst:231 +msgid "The :guilabel:`Work Information` tab contains job-related details such as the employee's schedule, roles, approvers (for time off, timesheets, and expenses), remote work setup, and work location." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:234 +msgid "Click on the :guilabel:`Work Information` tab to access this section, and enter the following information for the new employee, for the various sections listed below." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:238 +msgid "LOCATION" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:240 +msgid "This section is visible for all employees, and does not require any other apps to be installed for this section to be visible." +msgstr "" + #: ../../content/applications/hr/employees/new_employee.rst:243 -msgid "The :guilabel:`Work Information` tab is where the employee's specific job related information is found. Their working schedule, various roles, who approves their specific requests (time off, timesheets, and expenses), their remote work schedule, and specific work location details are listed here." +msgid ":guilabel:`Work Address`: select the :guilabel:`Work Address` from the drop-down menu. The current company populates this field, by default. To modify the address, hover over the first line (if there are multiple lines) of the address to reveal an :icon:`oi-arrow-right` :guilabel:`(Internal Link)` arrow. Click the :icon:`oi-arrow-right` :guilabel:`(Internal Link)` arrow to open up the company form, and make any edits." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:248 -msgid "Click on the :guilabel:`Work Information` tab to access this section, and enter the following information for the new employee:" -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:251 -msgid ":guilabel:`Location`: select the :guilabel:`Work Address` from the drop-down menu. To modify the address, hover over the first line (if there are multiple lines) of the address to reveal an :guilabel:`Internal Link` arrow. Click the :guilabel:`Internal Link` arrow to open up the company form, and make any edits." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:256 -#: ../../content/applications/hr/employees/new_employee.rst:273 +#: ../../content/applications/hr/employees/new_employee.rst:249 msgid "Use the breadcrumb links to navigate back to the new employee form when done." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:258 +#: ../../content/applications/hr/employees/new_employee.rst:251 msgid "If a new work address is needed, add the address by typing it in the field, then click :guilabel:`Create (new address)` to add the address, or :guilabel:`Create and edit...` to add the new address and edit the address form." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:261 -msgid ":guilabel:`Approvers`: to see this section, the user must have either :guilabel:`Administrator` or :guilabel:`Officer: Manage all employees` rights set for the *Employees* application. Using the drop-down menus, select the users responsible for approving an :guilabel:`Expense`, a :guilabel:`Time Off` request, :guilabel:`Timesheet` entries, and :guilabel:`Attendance` records for the employee." +#: ../../content/applications/hr/employees/new_employee.rst:254 +msgid ":guilabel:`Work Location`: using the drop-down menu, select where the :guilabel:`Work Address` is located. The default options are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:267 -msgid "Hover over any of the selections to reveal the :guilabel:`Internal Link` arrow." +#: ../../content/applications/hr/employees/new_employee.rst:257 +msgid "To add a new location, type in the location name, then click :guilabel:`Create (new location)` to add the location, or :guilabel:`Create and edit...` to add the location, assign a :guilabel:`Work Address`, and a :guilabel:`Cover Image`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:269 -msgid "Click the :guilabel:`Internal Link` arrow to open a form with the approver's :guilabel:`Name`, :guilabel:`Email Address`, :guilabel:`Company`, :guilabel:`Phone`, :guilabel:`Mobile`, and :guilabel:`Default Warehouse` fields. These can be modified, if needed." +#: ../../content/applications/hr/employees/new_employee.rst:262 +msgid "APPROVERS" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:276 -#: ../../content/applications/hr/employees/new_employee.rst:351 +#: ../../content/applications/hr/employees/new_employee.rst:264 +msgid "To see this section, the user must have either :guilabel:`Administrator` or :guilabel:`Officer: Manage all employees` rights set for the **Employees** application. For the category to appear, the respective app **must** be installed. For example, if the **Time Off** app is not installed, the :guilabel:`Time Off` approver field does not appear. Only one selection can be made for each field." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:270 msgid "The users that appear in the drop-down menu for the :guilabel:`Approvers` section **must** have *Administrator* rights set for the corresponding human resources role." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:279 -msgid "To check who has these rights, go to :menuselection:`Settings app --> Users --> → Manage Users`. Then, click on an employee, and check the :guilabel:`Human Resources` section of the :guilabel:`Access Rights` tab." +#: ../../content/applications/hr/employees/new_employee.rst:273 +msgid "To check who has these rights, go to :menuselection:`Settings app` and click :icon:`oi-arrow-right` :guilabel:`Manage Users` in the :guilabel:`Users` section. Then, click on an employee, then click into the :guilabel:`Access Rights` tab. Scroll to the :guilabel:`HUMAN RESOURCES` and check the various settings." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:283 -#: ../../content/applications/hr/employees/new_employee.rst:358 +#: ../../content/applications/hr/employees/new_employee.rst:278 msgid "In order for the user to appear as an approver for :guilabel:`Expenses`, they **must** have either :guilabel:`Team Approver`, :guilabel:`All Approver`, or :guilabel:`Administrator` set for the :guilabel:`Expenses` role." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:286 +#: ../../content/applications/hr/employees/new_employee.rst:281 msgid "In order for the user to appear as an approver for :guilabel:`Time Off`, they **must** have either :guilabel:`Officer:Manage all Requests` or :guilabel:`Administrator` set for the :guilabel:`Time Off` role." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:289 -msgid "In order for the user to appear as an approver for :guilabel:`Timesheets`, they **must** have either :guilabel:`Manager`, :guilabel:`Officer:Manage all contracts`, or :guilabel:`Administrator` set for the :guilabel:`Payroll` role." +#: ../../content/applications/hr/employees/new_employee.rst:284 +msgid "In order for the user to appear as an approver for :guilabel:`Timesheets`, they **must** have either :guilabel:`Officer:Manage all contracts` or :guilabel:`Administrator` set for the :guilabel:`Payroll` role." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:293 -msgid ":guilabel:`Remote Work`: use the drop-down menu to select the default location the employee works from each day of the week. The default options are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`." +#: ../../content/applications/hr/employees/new_employee.rst:287 +msgid "In order for the user to appear as an approver for :guilabel:`Attendances`, they **must** have :guilabel:`Administrator` set for the :guilabel:`Payroll` role." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:297 -msgid "A new location can be typed into the field, then click either :guilabel:`Create (new location)` to add the location, or :guilabel:`Create and edit...` to add the new location and edit the form." +#: ../../content/applications/hr/employees/new_employee.rst:290 +msgid ":guilabel:`Expense`: using the drop-down menus, select the user responsible for approving all expenses for the employee." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:292 +msgid ":guilabel:`Time Off`: using the drop-down menus, select the user responsible for approving all time off requests from this employee." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:294 +msgid ":guilabel:`Timesheet`: using the drop-down menus, select the user responsible for approving all the employee's timesheet entries." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:296 +msgid ":guilabel:`Attendance`: using the drop-down menus, select the user responsible for approving all attendance entries for the employee." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:300 -msgid "After edits are done, click :guilabel:`Save & Close`, and the new location is added, and populates the field." +msgid "REMOTE WORK" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:303 -msgid "Leave the field blank (:guilabel:`Unspecified`) for non-working days like Saturday and Sunday." +#: ../../content/applications/hr/employees/new_employee.rst:302 +msgid "This section **only** appears if the *Remote Work* setting is enabled in the configuration menu." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:306 -msgid "It is also possible to add or modify work locations by navigating to :menuselection:`Employees app --> Configuration --> Employee: Work Locations`. To modify a location, click on an existing location, then make any changes on the form." +#: ../../content/applications/hr/employees/new_employee.rst:304 +msgid "Use the drop-down menu to select the default location the employee works, for each day of the week. The default options are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:307 +msgid "A new location can be typed into the field, then click either :guilabel:`Create (new location)` to add the location, or :guilabel:`Create and edit...` to add the new location and edit the form." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:310 -msgid "Click :guilabel:`New` to create a new location, then enter the following information on the form. All fields are **required**." +msgid "After edits are done, click :guilabel:`Save & Close`, and the new location is added, and populates the field." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:313 -msgid ":guilabel:`Work Location`: enter the name for the location. This can be as general or as specific, as needed, such as `Home` or `Building 1, Second Floor`, respectfully." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:315 -msgid ":guilabel:`Work Address`: using the drop-down menu, select the address for the location." +msgid "Leave the field blank (:guilabel:`Unspecified`) for non-working days, such as Saturday and Sunday." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:316 -msgid ":guilabel:`Cover Image`: click on the icon to select it for the :guilabel:`Cover Image`. Options are a :guilabel:`house` icon, an :guilabel:`office building` icon, and a :guilabel:`GPS location marker` icon." +msgid "It is also possible to add or modify work locations by navigating to :menuselection:`Employees app --> Configuration --> Work Locations`. To modify a location, click on an existing location, then make any changes on the form." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:319 -msgid ":guilabel:`Company`: using the drop-down menu, select the company the location applies to. The current company populates this field, by default." +#: ../../content/applications/hr/employees/new_employee.rst:320 +msgid "Click :guilabel:`New` to create a new location, then enter the following information on the form. All fields are **required**." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:323 +msgid ":guilabel:`Work Location`: enter the name for the location. This can be as general or as specific, as needed, such as `Home` or `Building 1, Second Floor`, respectfully." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:325 +msgid ":guilabel:`Work Address`: using the drop-down menu, select the address for the location." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:326 +msgid ":guilabel:`Cover Image`: click on the icon to select it for the :guilabel:`Cover Image`. Options are a :icon:`fa-home` :guilabel:`(home)` icon, an :icon:`fa-building-o` :guilabel:`(building)` icon, and a :icon:`fa-map-marker` :guilabel:`(map marker)` icon." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:329 +msgid ":guilabel:`Company`: using the drop-down menu, select the company the location applies to. The current company populates this field, by default. This field **only** appears in a multi-company database." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:0 msgid "A new work location form with all fields filled out." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:326 -msgid ":guilabel:`Schedule`: select the :guilabel:`Working Hours` and :guilabel:`Timezone` for the employee. The :guilabel:`Internal Link` arrow opens a detailed view of the specific daily working hours. Working hours can be modified or deleted here." +#: ../../content/applications/hr/employees/new_employee.rst:339 +msgid "SCHEDULE" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:331 -msgid ":guilabel:`Working Hours` are related to a company's working schedules, and an Employee **cannot** have working hours that are outside of a company's working schedule." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:334 -msgid "Each individual working schedule is company-specific. So, for multi-company databases, each company needs to have its own working schedules set." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:337 -msgid "If an employee's working hours are not configured as a working schedule for the company, new working schedules can be added, or existing working schedules can be modified." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:340 -msgid "Working hours can be modified in the *Payroll* application, where they are referred to as :guilabel:`Working Schedules`." +#: ../../content/applications/hr/employees/new_employee.rst:341 +msgid "This section defines when the employee is expected to work." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:343 -msgid "For more information on how to create or modify :guilabel:`Working Schedules` in the *Payroll* application, refer to the :doc:`../../hr/payroll` documentation." +msgid ":guilabel:`Working Hours`: using the drop-down menu, select the hours the employee is expected to work. By default, a :guilabel:`Standard 40 hour/week` working schedule is available. If the **Timesheets** app is installed, an :guilabel:`Appointment Resource Default Calendar` option is also available." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:346 -msgid ":guilabel:`Planning`: select a role from the drop-down menu for both the :guilabel:`Roles` and the :guilabel:`Default Role` fields. If the :guilabel:`Default Role` is selected as a role, it is automatically added to the list of :guilabel:`Roles`." +#: ../../content/applications/hr/employees/new_employee.rst:348 +msgid "To view and modify the specific daily working hours, click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow at the end of the :guilabel:`Working Hours` line. Working hours can be modified or deleted here." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:354 -msgid "To check who has these rights, go to :menuselection:`Settings app --> Users --> → Manage Users`. Click on an employee, and check the :guilabel:`Human Resources` section of the :guilabel:`Access Rights` tab." +#: ../../content/applications/hr/employees/new_employee.rst:353 +msgid ":guilabel:`Working Hours` are related to a company's working schedules, and an Employee **cannot** have working hours that are outside of a company's working schedule." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:361 -msgid "In order for the user to appear as an approver for :guilabel:`Time Off`, they **must** have either :guilabel:`Officer` or :guilabel:`Administrator` set for the :guilabel:`Time Off` role." +#: ../../content/applications/hr/employees/new_employee.rst:356 +msgid "Each individual working schedule is company-specific. For multi-company databases, each company **must** have its own working hours set." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:363 -msgid "In order for the user to appear as an approver for :guilabel:`Timesheets`, they **must** have either :guilabel:`Manager`, :guilabel:`Officer`, or :guilabel:`Administrator` set for the :guilabel:`Payroll` role." +#: ../../content/applications/hr/employees/new_employee.rst:359 +msgid "If an employee's working hours are not configured as a working schedule for the company, new working schedules can be added, or existing working schedules can be modified." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:362 +msgid "Working hours can be modified in the **Payroll** application, where they are referred to as :guilabel:`Working Schedules`." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:365 +msgid "For more information on how to create or modify :guilabel:`Working Schedules` in the **Payroll** application, refer to the :doc:`../../hr/payroll` documentation." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:368 -msgid ":guilabel:`Working Hours` are related to a company's working times, and an employee **cannot** have working hours that are outside of a company's working times." +msgid "After the new working time is created, or an existing one is modified, the :guilabel:`Working Hours` can be selected on the employee form." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:371 -msgid "Each individual working time is company-specific. So, for multi-company databases, each company **must** have its own working hours set." +msgid ":guilabel:`Timezone`: using the drop-down menu, select the timezone for the employee." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:374 -msgid "If an employee's working hours are not configured as a working time for the company, new working times can be added, or existing working times can be modified." +msgid "PLANNING" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:377 -msgid "To add or modify a working time, go to the :menuselection:`Payroll app --> Configuration --> Working Schedules`. Then, either add a new working time by clicking :guilabel:`New`, or edit an existing one by selecting a :guilabel:`Working Time` from the list to modify it." +#: ../../content/applications/hr/employees/new_employee.rst:376 +msgid "This section is **only** visible if the **Planning** app is installed, as this section affects what the employee can be assigned in the **Planning** app." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:381 -msgid "Refer to the :ref:`Working schedules ` section of the payroll documentation for specific details on creating and editing working schedules." +#: ../../content/applications/hr/employees/new_employee.rst:379 +msgid ":guilabel:`Roles`: using the drop-down menu, select all the roles the employee can perform. There are no preconfigured roles available, so all roles must be :ref:`configured in the Planning app `. There is no limit to the number of roles assigned to an employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:384 -msgid "After the new working time is created, or an existing one is modified, the :guilabel:`Working Hours` can be set on the employee form. In the :guilabel:`Schedule` section of the :guilabel:`Work Information` tab, select the employee's working hours using the drop-down menu." +#: ../../content/applications/hr/employees/new_employee.rst:382 +msgid ":guilabel:`Default Role`: using the drop-down menu, select the default role the employee will typically perform. If the :guilabel:`Default Role` is selected before the :guilabel:`Roles` field is configured, the selected role is automatically added to the list of :guilabel:`Roles`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:391 +#: ../../content/applications/hr/employees/new_employee.rst:389 msgid "Private information tab" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:393 -msgid "No information in the :guilabel:`Private Information` tab is required to create an employee, however, some information in this section may be critical for the company's payroll department. In order to properly process payslips and ensure all deductions are accounted for, the employee's personal information should be entered." +#: ../../content/applications/hr/employees/new_employee.rst:391 +msgid "No information in the :guilabel:`Private Information` tab is required to create an employee, however, some information in this section may be necessary for the company's payroll department." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:394 +msgid "In order to properly process payslips and ensure all deductions are accounted for, it is recommended to check with the accounting department and payroll department to ensure all required fields are populated." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:398 -msgid "Here, the employee's :guilabel:`Private Contact`, :guilabel:`Family Status`, :guilabel:`Emergency` contact, :guilabel:`Education`, :guilabel:`Work Permit`, and :guilabel:`Citizenship` information is entered. Fields are entered either using a drop-down menu, ticking a checkbox, or typing in the information." +msgid "Enter the various information in the following sections and fields of the :guilabel:`Private Information` tab. Fields are entered either using a drop-down menu, ticking a checkbox, or typing in the information." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:403 -msgid ":guilabel:`Private Contact`: enter the :guilabel:`Private Address`, :guilabel:`Email`, and :guilabel:`Phone` for the employee. Then, enter the employee's :guilabel:`Bank Account Number` using the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:407 -msgid "If the bank is not already configured (the typical situation when creating a new employee), enter the bank account number, and click :guilabel:`Create and edit..`. A :guilabel:`Create Bank Account Number` form loads. Fill in the necessary information, then click :guilabel:`Save & Close`." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:411 -msgid "Next, select the employee's preferred :guilabel:`Language` from the drop-down menu. Then enter the :guilabel:`Home-Work Distance` in the field. This field is only necessary if the employee is receiving any type of commuter benefits." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:415 -msgid "Lastly, enter the employee's license plate information in the :guilabel:`Private Car Plate` field." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:416 -msgid ":guilabel:`Family Status`: select the current :guilabel:`Marital Status` using the drop-down menu, either :guilabel:`Single`, :guilabel:`Married`, :guilabel:`Legal Cohabitant`, :guilabel:`Widower`, or :guilabel:`Divorced`. If the employee has any dependent children, enter the :guilabel:`Number of Dependent Children` in the field." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:420 -msgid ":guilabel:`Emergency`: type in the :guilabel:`Contact Name` and :guilabel:`Contact Phone` number of the employee's emergency contact in the respective fields." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:422 -msgid ":guilabel:`Education`: select the highest level of education completed by the employee from the :guilabel:`Certificate Level` drop-down menu. Default options include :guilabel:`Graduate`, :guilabel:`Bachelor`, :guilabel:`Master`, :guilabel:`Doctor`, or :guilabel:`Other`." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:426 -msgid "Type in the :guilabel:`Field of Study`, and the name of the :guilabel:`School` in the respective fields." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:428 -msgid ":guilabel:`Work Permit`: if the employee has a work permit, enter the information in this section. Type in the :guilabel:`Visa No` (visa number), and/or :guilabel:`Work Permit No` (work permit number) in the corresponding fields." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:432 -msgid "Using the calendar selector, select the :guilabel:`Visa Expiration Date`, and/or the :guilabel:`Work Permit Expiration Date`, to enter the expiration date(s)." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:435 -msgid "If available, upload a digital copy of the :guilabel:`Work Permit` document. Click :guilabel:`Upload your file`, navigate to the work permit file in the file explorer, and click :guilabel:`Open`." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:438 -msgid ":guilabel:`Citizenship`: this section contains all the information relevant to the citizenship of the employee. Some fields use a drop-down menu, as the :guilabel:`Nationality (Country)`, :guilabel:`Gender`, and :guilabel:`Country of Birth` fields do." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:442 -msgid "The :guilabel:`Date of Birth` uses a calendar selector to select the date. First, click on the name of the month, then the year, to access the year ranges. Use the :guilabel:`< (left)` and :guilabel:`> (right)` arrow icons, navigate to the correct year range, and click on the year. Next, click on the month. Last, click on the day to select the date." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:447 -msgid "Type in the information for the :guilabel:`Identification No` (identification number), :guilabel:`Passport No` (passport number), and :guilabel:`Place of Birth` fields." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:450 -msgid "Lastly, if the employee is **not** a resident of the country they are working in, activate the checkbox next to the :guilabel:`Non-resident` field." -msgstr "" - -#: ../../content/applications/hr/employees/new_employee.rst:454 msgid "Depending on the localization setting, other fields may be present. For example, for the United States, a :guilabel:`SSN No` (Social Security Number) field is present." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:460 -msgid "HR settings tab" +#: ../../content/applications/hr/employees/new_employee.rst:407 +msgid "PRIVATE CONTACT" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:409 +msgid ":guilabel:`Private Address`: enter the employee's private home address." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:410 +msgid ":guilabel:`Private Email`: enter the employee's personal email address." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:411 +msgid ":guilabel:`Private Phone`: enter the employee's personal phone number." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:412 +msgid ":guilabel:`Bank Account`: enter the bank account number for the employee, and click :guilabel:`Create and edit..`. A :guilabel:`Create Bank Account` form loads with the bank account number populating the :guilabel:`Account Number` field. Next, select the :guilabel:`Bank` using the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:417 +msgid "If the bank is not already configured, click :guilabel:`Create and edit...` and a blank :guilabel:`Create Bank` form loads, with the bank name populating the :guilabel:`Bank` field. Next, enter the :guilabel:`Bank Identifier Code`, also referred to as a BIC or SWIFT code. Then enter the :guilabel:`Bank Address`, :guilabel:`Phone`, and :guilabel:`Email`. Once the form is complete, click :guilabel:`Save & Close`, and the new bank populates the :guilabel:`Bank` field." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:423 +msgid "Next, enter the :guilabel:`ABA/Routing` number for the bank account, then select the :guilabel:`Account Holder`, which is typically the employee." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:426 +msgid "Finally, click the :guilabel:`Send Money` toggle. This changes the toggle color to green, and the status changes from :guilabel:`Untrusted` in black text, to :guilabel:`Trusted` in green text." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:0 +msgid "The Create Bank Account form with all the information filled out." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:433 +msgid "**All** bank accounts must be marked as :guilabel:`Trusted`, if not payments cannot be processed and sent to the bank account. Having an :guilabel:`Untrusted` bank account for an employee will cause an error in the **Payroll** application." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:437 +msgid ":guilabel:`Home-Work Distance`: enter the number, in miles or kilometers, the employee commutes to work, in one direction. The unit of measure can be changed from kilometers (:guilabel:`km`) to miles (:guilabel:`mi`) using the drop-down menu. This field is only necessary if the employee is receiving any type of commuter benefits or tax deductions based on commute distances." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:441 +msgid ":guilabel:`Private Car Plate`: enter the license plate for the employee's personal car." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:444 +msgid "EMERGENCY" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:446 +msgid "This section details the person to contact in the event of an emergency." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:448 +msgid ":guilabel:`Contact Name`: enter the emergency contact's name." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:449 +msgid ":guilabel:`Contact Phone`: enter the emergency contact's phone number. It is recommended to enter a phone number that the person has the most access to, typically a mobile phone." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:453 +msgid "FAMILY STATUS" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:455 +msgid "This section is used for tax purposes, and affects the **Payroll** app. Enter the following information in the fields." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:458 +msgid ":guilabel:`Marital Status`: select the marital status for the employee using the drop-down menu. The default options are :guilabel:`Single`, :guilabel:`Married`, :guilabel:`Legal Cohabitant`, :guilabel:`Widower`, and :guilabel:`Divorced`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:462 -msgid "This tab provides various fields for different information, depending on the country the company is located. Different fields are configured for different locations, however some sections appear regardless." +msgid "If :guilabel:`Married` or :guilabel:`Legal Cohabitant` is selected, two additional fields appear: :guilabel:`Spouse Complete Name` and :guilabel:`Spouse Birthdate`. Enter these fields with the respective information." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:466 -msgid ":guilabel:`Status`: select an :guilabel:`Employee Type` and, if applicable, a :guilabel:`Related User`, with the drop-down menus. The :guilabel:`Employee Type` options include :guilabel:`Employee`, :guilabel:`Student`, :guilabel:`Trainee`, :guilabel:`Contractor`, or :guilabel:`Freelancer`." +#: ../../content/applications/hr/employees/new_employee.rst:465 +msgid ":guilabel:`Number of Dependent Children`: enter the number of dependent children. This number is the same number used for calculating tax deductions, and should follow all tax regulations regarding applicable dependents." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:470 +msgid "CITIZENSHIP" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:472 -msgid "Employees do **not** also need to be users. *Employees* do **not** count towards the Odoo subscription billing, while *Users* **do** count towards billing. If the new employee should also be a user, the user **must** be created." +msgid "This section outlines all the information relating to the employee's citizenship. This section is primarily for employees who are working in a different country than their citizenship. For employees working outside of their home country, for example on a work visa, this information may be required. Information for all fields may not be available." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:476 -msgid "After the employee is created, click the :guilabel:`⚙️ (gear)` icon, then click :guilabel:`Create User`. A :guilabel:`Create User` form appears." +#: ../../content/applications/hr/employees/new_employee.rst:477 +msgid ":guilabel:`Nationality (Country)`: using the drop-down menu, select the country the employee is from." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:479 -msgid "Type in the :guilabel:`Name` and :guilabel:`Email Address`. Next, select the :guilabel:`Company` from the drop-down menu." +msgid ":guilabel:`Identification No`: enter the employee's identification number in this field." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:480 +msgid ":guilabel:`SSN No`: enter the employee's social security number." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:481 +msgid ":guilabel:`Passport No`: enter the employee's passport number." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:482 -msgid "Then, enter the :guilabel:`Phone` and :guilabel:`Mobile` numbers in the respective fields." +msgid ":guilabel:`Gender`: select the employee's gender from the drop-down menu. The default options are :guilabel:`Male`, :guilabel:`Female`, and :guilabel:`Other`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:484 -msgid "If a photo is available, click the :guilabel:`Edit` icon (which appears as a :guilabel:`✏️ (pencil)` icon) in the lower-left corner of the image box, which is located in the top-right corner of the form." +msgid ":guilabel:`Date of Birth`: using the calendar selector, select the birthday of the employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:488 -msgid "A file explorer pops up. Navigate to the file, then click :guilabel:`Open` to select it. Finally, click :guilabel:`Save` after all the information is entered, and the employee record is automatically updated with the newly-created user populating the :guilabel:`Related User field`." +#: ../../content/applications/hr/employees/new_employee.rst:485 +msgid ":guilabel:`Place of Birth`: enter the city or town the employee was born." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:493 -msgid "Users can also be created manually. For more information on how to manually add a user, refer to the :doc:`../../general/users/` document." +#: ../../content/applications/hr/employees/new_employee.rst:486 +msgid ":guilabel:`Country of Birth`: using the drop-down menu, select the country the employee was born." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:496 -msgid ":guilabel:`Attendance/Point of Sale/Manufacturing`: the employee's :guilabel:`PIN Code` and :guilabel:`Badge ID` can be entered here, if the employee needs/has one. Click :guilabel:`Generate` next to the :guilabel:`Badge ID` to create a badge ID." +#: ../../content/applications/hr/employees/new_employee.rst:487 +msgid ":guilabel:`Non-resident`: tick this checkbox if the employee lives in a foreign country." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:490 +msgid "EDUCATION" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:492 +msgid "This section allows for only one entry, and should be populated with the highest degree the employee has earned." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:495 +msgid ":guilabel:`Certificate Level`: using the drop-down menu, select the highest degree the employee has earned. The default options are :guilabel:`Graduate`, :guilabel:`Bachelor`, :guilabel:`Master`, :guilabel:`Doctor`, and :guilabel:`Other`." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:498 +msgid ":guilabel:`Field of Study`: type in the subject the employee studied, such as `Business` or `Computer Science`." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:500 -msgid "The :guilabel:`PIN Code` is used to sign in and out of the *Attendance* app kiosk, and a :abbr:`POS (Point Of Sale)` system." +msgid ":guilabel:`School`: type in the name of the school the employee earned the degree from." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:502 -msgid ":guilabel:`Payroll`: if applicable, enter the :guilabel:`Registration Number of the Employee` in this section." +#: ../../content/applications/hr/employees/new_employee.rst:503 +msgid "WORK PERMIT" msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:505 -msgid "Depending on the localization setting, the other items that appear in this field vary based on location. In addition, other sections may appear in this tab based on location. It is recommended to check with the payroll and/or accounting departments to ensure this section, as well as any other sections relating to payroll that may appear, are filled in correctly." +msgid "This section should be filled in if the employee is working on some type of work permit. This section may be left blank if they do not require any work permits for employment." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:508 +msgid ":guilabel:`Visa No`: enter the employee's visa number." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:509 -msgid ":guilabel:`Application Settings`: enter the employee's :guilabel:`Billing Time Target` for the billing rate leader board in the *Timesheets* application. Next, enter the :guilabel:`Hourly Cost` in a XX.XX format. This is factored in when the employee is working at a :doc:`work center <../../inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers>`." +msgid ":guilabel:`Work Permit No`: enter the employee's work permit number." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:510 +msgid ":guilabel:`Visa Expiration Date`: using the calendar selector, select the date the employee's visa expires." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:512 +msgid ":guilabel:`Work Permit Expiration Date`: using the calendar selector, select the date the employee's work permit expires." msgstr "" #: ../../content/applications/hr/employees/new_employee.rst:514 -msgid "If applicable, enter the :guilabel:`Fleet Mobility Card` number." +msgid ":guilabel:`Work Permit`: click :guilabel:`Upload your file`, then navigate to the work permit file in the file explorer, and click :guilabel:`Select` to add the permit." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:517 -msgid "Manufacturing costs are added to the costs for producing a product, if the value of the manufactured product is **not** a fixed amount. This cost does **not** affect the *Payroll* application." +#: ../../content/applications/hr/employees/new_employee.rst:520 +msgid "Payroll tab" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:-1 -msgid "Enter any information prompted in the HR Settings tab for the employee." +#: ../../content/applications/hr/employees/new_employee.rst:522 +msgid "Depending on the installed :doc:`localization <../payroll/payroll_localizations>`, the sections and fields in this tab may vary considerably. Due to the specific nature of localizations and the variety of information that may be requested in this tab, it is recommended to check with the accounting department to fill out this section correctly." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:528 -msgid "Documents" +#: ../../content/applications/hr/employees/new_employee.rst:527 +msgid "The following fields are universal for all localizations:" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:530 -msgid "All employee-related documents are stored in the *Documents* app. The number of associated documents is displayed in the :guilabel:`Documents` smart button above the employee record. Click on the smart button to access all documents." +#: ../../content/applications/hr/employees/new_employee.rst:529 +msgid ":guilabel:`Legal Name`: enter the legal name for the employee. This is the name that typically is used for filing taxes." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:534 -msgid "Refer to :doc:`documentation <../../productivity/documents>` on the *Documents* app for more information." +#: ../../content/applications/hr/employees/new_employee.rst:531 +msgid ":guilabel:`Payslip Language`: enter the desired language to be used when printing payslips for this employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:-1 -msgid "All uploaded documents associated with the employee appear in the documents smart-button." +#: ../../content/applications/hr/employees/new_employee.rst:533 +msgid ":guilabel:`Registration Number of the Employee`: enter the employees registration number." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:536 +msgid ":doc:`Payroll localizations <../payroll/payroll_localizations>`" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:541 +msgid "Settings tab" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:543 +msgid "This tab provides various fields for different applications within the database. Depending on what applications are installed, different fields may appear in this tab." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:547 +msgid "STATUS" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:549 +msgid ":guilabel:`Employee Type`: using the drop-down menu, select the *type* of employee. The default options are :guilabel:`Employee`, :guilabel:`Worker`, :guilabel:`Student`, :guilabel:`Trainee`, :guilabel:`Contractor`, and :guilabel:`Freelancer`." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:552 +msgid ":guilabel:`Related User`: using the drop-down menu, select a user in the database to link to this employee." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:556 +msgid "Employees do **not** need to be users of the database." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:558 +msgid "*Employees* do **not** count towards the Odoo subscription billing, while *Users* **do** count towards billing. If the new employee should also be a user, the user **must** be created." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:561 +msgid "After the employee is created, click :guilabel:`Create User` at the end of the :guilabel:`Related User` line. A :guilabel:`Create User` form appears." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:564 +msgid "The employee name populates the :guilabel:`Name` field by default. If the :guilabel:`Email Address`, :guilabel:`Phone`, :guilabel:`Mobile`, and :guilabel:`photo` are populated on the employee form, the corresponding fields are auto-populated on the :guilabel:`Create User` form." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:568 +msgid "Once the form is completed, click the :guilabel:`Save` button. The user is created, and populates the :guilabel:`Related User` field." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:571 +msgid "Users can also be created manually. For more information on how to manually add a user, refer to the :doc:`../../general/users/` document." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:575 +msgid "APPLICATION SETTINGS" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:577 +msgid "This section affects the **Fleet** and **Manufacturing** apps. Enter the following information in this section." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:580 +msgid ":guilabel:`Hourly Cost`: enter the hourly cost for the employee, in a XX.XX format. This cost is factored in when the employee is working at a :doc:`work center <../../inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers>`." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:585 +msgid "Manufacturing costs are added to the costs for producing a product, if the value of the manufactured product is **not** a fixed amount. This cost does **not** affect the **Payroll** application." +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:589 +msgid ":guilabel:`Fleet Mobility Card`: if applicable, enter the :guilabel:`Fleet Mobility Card` number" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:592 +msgid "ATTENDANCE/POINT OF SALE" +msgstr "" + +#: ../../content/applications/hr/employees/new_employee.rst:594 +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:597 +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:599 +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 "" #: ../../content/applications/hr/employees/offboarding.rst:3 @@ -3101,88 +3782,259 @@ msgid "Offboarding" msgstr "" #: ../../content/applications/hr/employees/offboarding.rst:5 -msgid "When an employee leaves the company, it is important to ensure their employee record is updated to reflect their departure, log the reason why, close any open activities associated with the employee, and provide them with any important documents." -msgstr "" - -#: ../../content/applications/hr/employees/offboarding.rst:10 -msgid "Archive an employee" +msgid "When an employee leaves the company, it is important to have an :ref:`offboarding plan ` to ensure all necessary steps are followed, such as returning equipment, revoking access to business systems, filling out HR forms, having an exit interview, and more. Depending on the company, there could be several different offboarding plans, configured for specific departments or divisions, that have different requirements and steps from the main offboarding plan." msgstr "" #: ../../content/applications/hr/employees/offboarding.rst:12 -msgid "In Odoo, when an employee leaves the company they must be *archived*. To archive an employee, first navigate to the :menuselection:`Employees app`. From here, locate the employee who is leaving the company, and click on their employee card." +msgid "In addition to an offboarding plan, the employee record must be :ref:`updated to reflect their departure `, log the reason why they left, close any open activities associated with the employee, and :ref:`provide them with any important documents `." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:16 -msgid "The employee form loads, displaying all their information. Click the :icon:`fa-gear` :guilabel:`(gear)` icon in the top-left corner, and a drop-down menu appears. Click :icon:`oi-archive` :guilabel:`Archive`, and an :guilabel:`Employee Termination` pop-up window appears." +#: ../../content/applications/hr/employees/offboarding.rst:19 +msgid "View offboarding plan" msgstr "" #: ../../content/applications/hr/employees/offboarding.rst:21 +msgid "Before offboarding can begin, it is recommended to check the default offboarding plan that comes preconfigured with the **Employees** app. To view the current default plan, navigate to :menuselection:`Employees app --> Configuration --> Activity Plan`. Click :guilabel:`Offboarding` to view the detailed offboarding plan form." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:27 +msgid "Offboarding plan steps" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:29 +msgid "The default :guilabel:`Offboarding` plan is minimal, with two default steps (three if the **Fleet** app is installed). All steps are :guilabel:`To-Do` activities, and are scheduled for the day the offboarding plan is launched (:guilabel:`0 days Before Plan Date`)." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:33 +msgid ":guilabel:`Organize knowledge transfer inside the team`: The manager must ensure all knowledge the employee has relating to their job position, is either documented or shared with colleagues so there is no knowledge gap." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:36 +msgid ":guilabel:`Take Back Fleet`: The fleet manager ensures any vehicles assigned to the employee are either unassigned (available for other employees) or the next driver is assigned. This step only appears if the **Fleet** app is installed." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:39 +msgid ":guilabel:`Take Back HR Materials`: The manager must obtain any documents and materials the HR department requires. It is recommended to check with the HR department to ensure everything required for this step is completed." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:-1 +msgid "The three default steps in the Offboarding plan." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:47 +msgid "Modify offboarding plan" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:49 +msgid "The default offboarding plan is minimal, so that modifications can be made to accommodate any company's offboarding needs. Every company has different requirements, therefore it is necessary to add the required steps to the offboarding plan." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:53 +msgid "If the offboarding plan is universal, add or modify the default offboarding plan. If the offboarding plan needed is only for a specific department, then a new plan should be created, specifically for that department." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:57 +msgid "To modify the default plan, first navigate to :menuselection:`Employees app --> Configuration --> Activity Plan`, then click on :guilabel:`Offboarding`." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:60 +msgid "To modify a step, click on the step and an :guilabel:`Open: Activities` pop-up window appears. Make any desired modifications to the step, then click :guilabel:`Save` to accept the changes and close the pop-up window." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:64 +#: ../../content/applications/hr/employees/onboarding.rst:103 +msgid "To add a new step, click :guilabel:`Add a line` at the bottom of the listed activities in the :guilabel:`Activities To Create` tab, and a blank :guilabel:`Create Activities` pop-up window appears. Enter all the information in the pop-up window, then click :guilabel:`Save & Close` if there are no other steps to add, or click :guilabel:`Save & New` if more steps are needed." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:69 +msgid "Configure all the desired steps for the offboarding plan." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:72 +msgid "Create offboarding plan" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:74 +msgid "For some companies, specific offboarding plans may be necessary for some departments. For these cases, a new department-specific offboarding plan may be needed." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:77 +msgid "To create a new offboarding plan, first navigate to :menuselection:`Employees app --> Configuration --> Activity Plan`. Click the :guilabel:`New` button in the upper-left corner, and a blank plan form loads." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:81 +#: ../../content/applications/hr/fleet/accidents.rst:48 +#: ../../content/applications/hr/frontdesk.rst:33 +#: ../../content/applications/hr/lunch/products.rst:12 +#: ../../content/applications/hr/payroll.rst:859 +#: ../../content/applications/hr/payroll/work_entries.rst:56 +#: ../../content/applications/hr/time_off.rst:221 +msgid "Enter the following information on the form:" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:83 +msgid ":guilabel:`Plan Name`: the specific name for the plan." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:84 +msgid ":guilabel:`Model`: This field specifies where this plan can be used. In this case, in the **Employees** app. This field is not able to be modified." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:86 +msgid ":guilabel:`Department`: if left blank (the default setting) the plan is available for all departments. To make the plan department-specific, select a department using the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:89 +msgid "Next, add the various steps for the plan by clicking :guilabel:`Add a line` at the bottom of the listed activities in the :guilabel:`Activities To Create` tab, and a blank :guilabel:`Create Activities` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:93 +msgid "Enter the following information in the pop-up window:" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:95 +msgid ":guilabel:`Activity Type`: Using the drop-down menu, select the specific activity to be scheduled. The default options are :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, :guilabel:`To-Do`, or :guilabel:`Upload Document`. If the **Sign** app is installed, a :guilabel:`Request Signature` option is available." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:99 +msgid ":guilabel:`Summary`: Enter a short description for the step." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:100 +msgid ":guilabel:`Assignment`: Using the drop-down menu, select the person assigned to perform the activity. The default options are: :guilabel:`Ask at launch`, :guilabel:`Default user`, :guilabel:`Coach`, :guilabel:`Manager`, and :guilabel:`Employee`. If the **Fleet** app is installed, a :guilabel:`Fleet Manager` option is available." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:106 +msgid "The selection for the :guilabel:`Assignment` role is in relation to the employee. If :guilabel:`Coach` is selected, the employee's coach is assigned to the activity." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:109 +msgid "If :guilabel:`Default user` is selected, an :guilabel:`Assigned to` field appears. Using the drop-down menu, select the user who will always be assigned this activity." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:112 +msgid ":guilabel:`Interval`: Configure the fields in this line to determine the due date of the activity. Enter a number in the first field, then, using the drop-down menus in the following two fields, configure when the due date should be created; (`#`) of :guilabel:`days`, :guilabel:`weeks`, or :guilabel:`months`, either :guilabel:`Before Plan Date` or :guilabel:`After Plan Date`." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:117 +msgid "When the :guilabel:`Create Activities` for is completed, click :guilabel:`Save & Close` if there are no other steps to add, or click :guilabel:`Save & New` to add more steps, as needed." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:121 +msgid "A company specializing in after-school art programs has two separate offboarding plans, one for the teachers working in the field, and one for office workers." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:124 +msgid "The offboarding plan for the teachers is set for the :guilabel:`Art Program Teachers` department, and includes specialized tasks relating to those jobs. These include ensuring all art supplies are catalogued and returned, all student feedback forms are turned in, and all access badges and keys for the various locations are returned." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:0 +msgid "An offboarding plan configured for art teachers." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:133 +msgid "Launch offboarding plan" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:135 +msgid "After an employee has given notice (typically two weeks) or once the company has decided to terminate the working relationship with the employee, the offboarding plan should be launched. Navigate to the :menuselection:`Employees app` and click on the departing employee profile. Click the :guilabel:`Launch Plan` button, and a blank :guilabel:`Launch Plan` pop-up window loads." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:-1 +msgid "The Launch Plan button on the employee profile." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:143 +msgid "Using the drop-down menu, select the desired offboarding plan in the :guilabel:`Plan` field. Then, using the calendar selector, set a date in the :guilabel:`Plan Date` field. This is typically the day the employee gave notice, but any date can be selected." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:147 +msgid "The right-side of the :guilabel:`Launch Plan` pop-up window displays all the steps in the selected plan, grouped by what was selected in the :guilabel:`Assignment` fields for the various plan steps." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:150 +msgid "Once the :guilabel:`Plan` and :guilabel:`Plan Date` fields are configured, click the :guilabel:`Schedule` button, and Odoo schedules everything in the plan, according to their respective due dates. All scheduled activities appear in the chatter of the employee profile." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:157 +msgid "Archive an employee" +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:159 +msgid "In Odoo, when an employee leaves the company they must be *archived*. This step should be done *after* the employee has been fully offboarded. To archive an employee, first navigate to the :menuselection:`Employees app`. From here, locate the employee who is leaving the company, and click on their employee card." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:164 +msgid "The employee form loads, displaying all their information. Click the :icon:`fa-gear` :guilabel:`(gear)` icon in the top-left corner, and a drop-down menu appears. Click :icon:`oi-archive` :guilabel:`Archive`, and an :guilabel:`Employee Termination` pop-up window appears." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:169 #: ../../content/applications/hr/payroll/contracts.rst:281 #: ../../content/applications/hr/time_off.rst:280 msgid "Fill out the following fields on the form:" msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:23 +#: ../../content/applications/hr/employees/offboarding.rst:171 msgid ":guilabel:`Departure Reason`: Select a reason the employee is leaving from the drop-down menu. The default options are:" msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:26 +#: ../../content/applications/hr/employees/offboarding.rst:174 msgid ":guilabel:`Fired`: Select this option when an employee is being let go, and the company has given notice." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:28 +#: ../../content/applications/hr/employees/offboarding.rst:176 msgid ":guilabel:`Resigned`: Select this option when the employee no longer wishes to be employed, and the employee has given notice." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:30 -msgid ":guilabel:`Retired`: Select this option when the employee is retiring." +#: ../../content/applications/hr/employees/offboarding.rst:178 +msgid ":guilabel:`Resigned: Retired`: Select this option when the employee is retiring." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:31 +#: ../../content/applications/hr/employees/offboarding.rst:179 msgid ":guilabel:`Became Freelance`: Select this option when the employee is no longer working for the company, but is becoming a freelance worker instead." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:34 +#: ../../content/applications/hr/employees/offboarding.rst:181 +msgid ":guilabel:`Mutual Agreement`: Select this option when both parties have agreed to terminate their working relationship." +msgstr "" + +#: ../../content/applications/hr/employees/offboarding.rst:184 msgid ":guilabel:`Contract End Date`: Using the calendar selector, select the last day the employee is working for the company." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:36 +#: ../../content/applications/hr/employees/offboarding.rst:186 msgid ":guilabel:`Detailed Reason`: Enter a short description for the employee's departure in this field." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:37 +#: ../../content/applications/hr/employees/offboarding.rst:187 msgid ":guilabel:`Close Activities`: Tick the checkbox next to each type of activity to close or delete any open activities associated with it. It is recommended to tick **all** checkboxes that are applicable. The available options are:" msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:41 +#: ../../content/applications/hr/employees/offboarding.rst:191 msgid ":guilabel:`Appraisals`: cancels all appraisals scheduled after the contract end date." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:42 +#: ../../content/applications/hr/employees/offboarding.rst:192 msgid ":guilabel:`Contract`: applies an end date for the current contract." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:43 +#: ../../content/applications/hr/employees/offboarding.rst:193 msgid ":guilabel:`Company Car`: removes the employee as the driver for their current company car, and :ref:`assigns the next driver `, if applicable." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:45 -msgid ":guilabel:`Time Off`: cancels any time off requests after the contract end date." +#: ../../content/applications/hr/employees/offboarding.rst:195 +msgid ":guilabel:`Equipment`: unassigns the employee from any assigned equipment." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:46 -msgid ":guilabel:`Allocations`: removes the employee from any accrual plans they are on." -msgstr "" - -#: ../../content/applications/hr/employees/offboarding.rst:48 +#: ../../content/applications/hr/employees/offboarding.rst:197 msgid ":guilabel:`HR Info`: Tick the checkbox next to :guilabel:`Send Access Link` to send a download link to the employee's personal email address, containing all their personal HR files." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:50 -msgid ":guilabel:`Private Email`: This field appears if the :guilabel:`HR Info` checkbox is ticked. Enter the private email address for the employee." +#: ../../content/applications/hr/employees/offboarding.rst:199 +msgid ":guilabel:`Private Email`: This field appears if the :guilabel:`HR Info` checkbox is ticked. If there is a private email listed on the employee profile, this field is automatically populated. If no private email address is on their record, enter the private email address for the employee." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:53 +#: ../../content/applications/hr/employees/offboarding.rst:203 msgid "When the form is complete, click :guilabel:`Apply`. The employee record is archived, an email with a download link to their personal documents is sent to the employee's private email address (if selected), and a red :guilabel:`Archived` banner appears in the top-right corner of the employee form. The chatter logs the :guilabel:`Departure Date` and :guilabel:`Departure Reason`, and if an access link was emailed." msgstr "" @@ -3190,54 +4042,263 @@ msgstr "" msgid "The employee termination form with all fields filled out." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:64 +#: ../../content/applications/hr/employees/offboarding.rst:213 msgid "While attempting to send the HR documents access link, an :guilabel:`Invalid Operation` pop-up window may appear, displaying the following error message:" msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:67 +#: ../../content/applications/hr/employees/offboarding.rst:216 msgid ":guilabel:`Employee's related user and private email must be set to use \"Send Access Link\" function: (Employee Name)`" msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:70 +#: ../../content/applications/hr/employees/offboarding.rst:219 msgid "If this error appears, click :guilabel:`Close` to close the pop-up window, then tick the :guilabel:`Send Access Link` checkbox to deselect it on the :guilabel:`Employee Termination` pop-up window." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:74 +#: ../../content/applications/hr/employees/offboarding.rst:223 msgid "Click :guilabel:`Apply` to archive the employee and close the selected activities on the :guilabel:`Employee Termination` pop-up window, returning to the employee form." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:77 +#: ../../content/applications/hr/employees/offboarding.rst:226 msgid "Once the employee form, ensure the following fields are populated:" msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:79 +#: ../../content/applications/hr/employees/offboarding.rst:228 msgid ":guilabel:`Private Information` tab: Ensure an email address is entered in the :guilabel:`Email` field." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:81 +#: ../../content/applications/hr/employees/offboarding.rst:230 msgid ":guilabel:`HR Settings` tab: Ensure a :guilabel:`Related User` is selected in the corresponding field." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:84 +#: ../../content/applications/hr/employees/offboarding.rst:233 msgid "After the necessary information is entered, :ref:`resend the HR documents access link `" msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:90 +#: ../../content/applications/hr/employees/offboarding.rst:239 msgid "Send HR documents access link" msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:92 +#: ../../content/applications/hr/employees/offboarding.rst:241 msgid "If the access link was not sent when first archiving the employee on the *Employee Termination* form, it can be sent after the employee is archived at any point." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:95 +#: ../../content/applications/hr/employees/offboarding.rst:244 msgid "After an employee is archived, they are no longer visible on the main **Employees** app dashboard. To view the archived employees, navigate to the :menuselection:`Employees app` dashboard, and click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the search bar to reveal a drop-down menu. Select :guilabel:`Archived`, towards the bottom of the :icon:`fa-filter` :guilabel:`Filters` column, then click away from the drop-down window to close it." msgstr "" -#: ../../content/applications/hr/employees/offboarding.rst:101 +#: ../../content/applications/hr/employees/offboarding.rst:250 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 "" + +#: ../../content/applications/hr/employees/onboarding.rst:9 +msgid "Proper onboarding ensures that new employees are given all the information and tools needed to be successful in their roles and have a smooth transition to their new job." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:13 +msgid "View onboarding plan" +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:15 +msgid "Before onboarding can begin, it is recommended to check the default onboarding plan that comes preconfigured with the **Employees** app. To view the current default plan, navigate to :menuselection:`Employees app --> Configuration --> Activity Plan`. Click :guilabel:`Onboarding` to view the detailed onboarding plan form." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:22 +msgid "The plan form displays the following information:" +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:24 +msgid ":guilabel:`Plan Name`: the specific name for the onboarding plan." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:25 +msgid ":guilabel:`Model`: specifies where this plan can be used. In this case, in the **Employees** app." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:26 +msgid ":guilabel:`Department`: if left blank (the default setting) this plan is available for all departments. Limit the use of the plan to a specific department by selecting the department using the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:29 +msgid ":guilabel:`Activities To Create`: this tab lists all the onboarding steps. Each row displays:" +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:31 +msgid ":guilabel:`Activity Type`: the specific activity for the step. The default options are :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, :guilabel:`To-Do`, or :guilabel:`Upload Document`. If the **Sign** app is installed, a :guilabel:`Request Signature` option is available." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:35 +msgid ":guilabel:`Summary`: a one line description of the step." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:36 +msgid ":guilabel:`Assignment`: chooses who completes the activity, relative to the new hire:" +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:38 +msgid ":guilabel:`Ask at launch`: choose the user in the :guilabel:`Assigned To` field when :ref:`launching the onboarding plan `." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:40 +msgid ":guilabel:`Default user`: choose a user who always handles this activity. Defined in the :guilabel:`Assigned to` field." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:42 +msgid ":guilabel:`Manager`: assigns the employee's manager as defined on the employee record." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:43 +msgid ":guilabel:`Coach`: assigns the employee's coach as defined on the employee record." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:44 +msgid ":guilabel:`Employee`: the new hire completes the activity." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:45 +msgid ":guilabel:`Fleet Manager`: assigns the designated **Fleet** app manager. This option is only available if the **Fleet** app is installed." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:48 +msgid ":guilabel:`Assigned to`: this field remains blank, unless :guilabel:`Default user` is selected for the :guilabel:`Assignment` field. If :guilabel:`Default user` is selected, this field is populated with the selected user." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:51 +msgid ":guilabel:`Document to sign`: the corresponding document requiring a signature." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:52 +msgid ":guilabel:`Interval`: the time when the activity is active." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:53 +msgid ":guilabel:`Unit`: the set time interval, either :guilabel:`days`, :guilabel:`weeks`, or :guilabel:`months`." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:55 +msgid ":guilabel:`Trigger`: how scheduling is determined for the activity. Options are either :guilabel:`Before Plan Date` or :guilabel:`After Plan Date`." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:59 +msgid "A laptop must be set up and registered to a new employee the day before they start work. The person who performs this step should always be the IT Manager, Abby Jones." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:62 +msgid "To configure this activity with these parameters, the :guilabel:`Activity Type` is set to :guilabel:`To-Do`, with a summary of :guilabel:`Assign Laptop`. The :guilabel:`Assignment` field is set to :guilabel:`Default user`, and the :guilabel:`Assigned to` field is set to :guilabel:`Abby Jones`. The :guilabel:`Interval` is :guilabel:`1`, and the :guilabel:`Unit` is set to :guilabel:`days`. The :guilabel:`Trigger` is :guilabel:`Before Plan Date`." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:0 +msgid "An activity configured to assign a laoptop the day before an employee starts work." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:72 +msgid "Onboarding plan steps" +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:74 +msgid "The default :guilabel:`Onboarding` plan includes three default steps. All steps are :guilabel:`To-Do` activities, and are scheduled for the day the onboarding plan is launched (:guilabel:`0 days Before Plan Date`)." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:78 +msgid ":guilabel:`Setup IT Materials`: the manager must gather and configure all IT materials." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:79 +msgid ":guilabel:`Plan Training`: the manager must plan the training for the new employee." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:80 +msgid ":guilabel:`Training`: the new employee must complete the training planned by the manager." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:-1 +msgid "The three default steps in the Onboarding plan." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:88 +msgid "Modify onboarding plan" +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:90 +msgid "A single onboarding plan works only if the flow works for the entire company." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:93 +msgid "If the onboarding plan is universal, add to or modify the default onboarding plan. If department-specific onboarding plans are needed, :ref:`create a new onboarding plan `." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:97 +msgid "To modify the default plan, first navigate to :menuselection:`Employees app --> Configuration --> Activity Plan`, then click on :guilabel:`Onboarding`." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:100 +msgid "To modify a step, click on it. In the :guilabel:`Open: Activities` pop-up window, make any desired modifications to the step, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:111 +msgid "Create onboarding plan" +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:113 +msgid "Some companies require different onboarding plans, when there are department-specific onboarding procedures that do not apply to the whole company. For these cases, a new department-specific onboarding plan must be created." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:117 +msgid "To create a new onboarding plan, :ref:`navigate to the desired plan and configure all the desired steps `." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:121 +msgid "A company specializing in the manufacturing and selling of outdoor metal furniture may have a large factory that produces the products, and a separate sales office. This company may have two separate onboarding plans, one for factory workers, and one for office workers." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:125 +msgid "The onboarding plan for the factory workers is set for the :guilabel:`Manufacturing` department, and includes specialized tasks relating to factory jobs. These include gathering the new employees uniform and safety gear, assigning a safety course, emailing their team about the new hire, going over benefits, and more." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:0 +msgid "An onboarding plan configured for factory workers." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:136 +msgid "Launch onboarding plan" +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:138 +msgid "After an employee has been hired and their employee profile :ref:`is created `, navigate to the desired employee's profile by clicking on their Kanban card on the **Employees** app dashboard, then click the :guilabel:`Launch Plan` button on their employee profile, and a blank :guilabel:`Launch Plan` pop-up window loads." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:143 +msgid "In the :guilabel:`Plan` field, choose the desired onboarding plan. Then, using the calendar selector, set a date in the :guilabel:`Plan Date` field. This is typically the employee's first day, but any date can be selected." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:147 +msgid "The right side of the :guilabel:`Launch Plan` pop-up window displays all the steps in the selected plan, grouped by what was selected in the :guilabel:`Assignment` fields on the :ref:`plan form `." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:151 +msgid "Once the :guilabel:`Plan` and :guilabel:`Plan Date` fields are configured, click the :guilabel:`Schedule` button, and Odoo schedules everything in the plan, according to their respective due dates." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:155 +msgid "All scheduled activities appear in the both chatter of the employee profile, and in the chatter of the user's with assignments relating to the plan." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:159 +msgid "If any activity assignments were configured to :guilabel:`Ask at launch`, an :guilabel:`Assigned to` field appears on the :guilabel:`Launch Plan` pop-up window. Using the drop-down menu, select the user responsible for all the unassigned activities." +msgstr "" + +#: ../../content/applications/hr/employees/onboarding.rst:-1 +msgid "All onboarding tasks scheduled in the chatter." +msgstr "" + #: ../../content/applications/hr/employees/retention_report.rst:3 msgid "Employee retention report" msgstr "" @@ -3338,90 +4399,6 @@ msgstr "" msgid "Fleet" msgstr "" -#: ../../content/applications/hr/fleet.rst:7 -msgid "This document outlines the configurations and settings for the *Fleet* application, for both :ref:`settings ` and :ref:`manufacturers `." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:15 -msgid "To access the settings menu, go to :menuselection:`Fleet app --> Configuration --> Settings`. Only two settings need configuration: :guilabel:`End Date Contract Alert` and :guilabel:`New Vehicle Request`." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:-1 -msgid "Settings available for the Fleet application." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:24 -msgid "End Date Contract Alert" -msgstr "" - -#: ../../content/applications/hr/fleet.rst:26 -msgid "The :guilabel:`End Date Contract Alert` field how many days before the end of a vehicle contract an alert should be sent. The responsible people receive an email informing them a vehicle contract is about to expire in the number of days defined in this field." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:31 -msgid "To determine who the responsible person is for a contract, open an individual contract. The person listed as :guilabel:`Responsible` under the :guilabel:`Contract Information` section of the contract is the person who will receive the alert." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:35 -msgid "To access all contracts, navigate to :menuselection:`Fleet app --> Fleet --> Contracts` and all contracts appear in the list. Click on a :guilabel:`Contract` to view it." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:38 -msgid "An individual contract can also be found by navigating to :menuselection:`Fleet app --> Fleet --> Fleet` and clicking on an individual vehicle. On the vehicle form, click the :guilabel:`Contracts` smart button at the top of the page. The contract(s) associated with this vehicle only appears in the list. Click on an individual contract to open it. The :guilabel:`Responsible` person is listed on the contract." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:45 -msgid "New Vehicle Request" -msgstr "" - -#: ../../content/applications/hr/fleet.rst:47 -msgid "The :guilabel:`New Vehicle Request` field sets a limit on how many new vehicles are requested based on fleet availability. An employee filling out the salary configurator form (after being offered a position), will *not* be able to request a new car if the number of existing cars is greater than the number specified in the :guilabel:`New Vehicle Request` field. Enter the specific number limit for existing available cars in this field." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:54 -msgid "If the :guilabel:`New Vehicle Request` limit is set to 20 vehicles, and there are 25 vehicles available, an employee would not be able to request a new vehicle. If there are only 10 cars available, then the employee would be able to request a new vehicle." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:61 -msgid "Manufacturers" -msgstr "" - -#: ../../content/applications/hr/fleet.rst:63 -msgid "Odoo *Fleet* comes pre-configured with sixty-six commonly used car and bicycle manufacturers in the database, along with their logos. To view the pre-loaded manufacturers, go to :menuselection:`Fleet app --> Configuration --> Manufacturers`." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:67 -msgid "The manufacturers appear in an alphabetical list. Each manufacturer's card lists how many specific models are configured for each particular manufacturer. Odoo comes with forty-six preconfigured :doc:`models ` from four major auto manufacturers, and one major bicycle manufacturer: Audi, BMW, Mercedes, Opel (cars), and Eddy Merckx (bicycle)." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:-1 -msgid "Manufacturer card with the amount of models listed." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:77 -msgid "Add a manufacturer" -msgstr "" - -#: ../../content/applications/hr/fleet.rst:79 -msgid "To add a new manufacturer to the database, click :guilabel:`Create`. A manufacturer form will load. Only two pieces of information are needed, the :guilabel:`Name` of the manufacturer, and the logo. Type the name of the manufacturer in the name field, and select an image to upload for the logo. When the information is entered, click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/hr/fleet.rst:85 -msgid ":doc:`fleet/models`" -msgstr "" - -#: ../../content/applications/hr/fleet.rst:86 -msgid ":doc:`fleet/new_vehicle`" -msgstr "" - -#: ../../content/applications/hr/fleet.rst:87 -msgid ":doc:`fleet/service`" -msgstr "" - -#: ../../content/applications/hr/fleet.rst:88 -msgid ":doc:`fleet/accidents`" -msgstr "" - #: ../../content/applications/hr/fleet/accidents.rst:3 msgid "Accidents" msgstr "" @@ -3431,7 +4408,7 @@ msgid "When managing a fleet, accidents are inevitable. Tracking accidents is cr msgstr "" #: ../../content/applications/hr/fleet/accidents.rst:8 -msgid "Odoo's *Fleet* app offers multiple ways to track accidents. Below are step-by-step instructions for only **one** method to monitor accidents and repair costs." +msgid "Odoo's **Fleet** app offers multiple ways of tracking accidents. Below are step-by-step instructions for one possible method to monitor accidents and repair costs." msgstr "" #: ../../content/applications/hr/fleet/accidents.rst:12 @@ -3439,104 +4416,94 @@ msgid "Structure" msgstr "" #: ../../content/applications/hr/fleet/accidents.rst:14 -msgid "For this example, to track accidents, two :ref:`service types ` are created: `Accident - Driver's Fault` and `Accident - No Fault`." +msgid "For this use case, go to :menuselection:`Fleet app --> Fleet --> Services`. On the :ref:`service form `, two :ref:`service types ` are created: `Accident - Driver's Fault` and `Accident - No Fault`." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:17 -msgid "This tracks various repairs associated with accidents, organized by who was at fault." +#: ../../content/applications/hr/fleet/accidents.rst:18 +msgid "This setup records repairs associated with accidents and organizes them by fault." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:19 +#: ../../content/applications/hr/fleet/accidents.rst:20 msgid "When an accident occurs, a service record is created. The specific repairs needed for the accident are logged in the *Description* of the service record, and the details about the accident are logged in the *Notes* section." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:23 +#: ../../content/applications/hr/fleet/accidents.rst:24 msgid "With this organizational structure, it is possible to view all accidents organized by fault, car, driver, or cost." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:27 +#: ../../content/applications/hr/fleet/accidents.rst:28 msgid "To manage accidents, the creation of service records is **required**." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:29 -msgid "Refer to the :doc:`service` documentation for detailed instructions on creating service records in Odoo's *Fleet* app." +#: ../../content/applications/hr/fleet/accidents.rst:30 +msgid "Refer to the :doc:`service` documentation for detailed instructions on creating service records in Odoo's **Fleet** app." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:33 +#: ../../content/applications/hr/fleet/accidents.rst:34 msgid "Log accidents and repairs" msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:35 -msgid "To log an accident, and initiate the repair process, the first step is to :ref:`create a service record ` detailing the specific repairs needed." +#: ../../content/applications/hr/fleet/accidents.rst:36 +msgid "To log an accident and initiate the repair process, the first step is to :ref:`create a service record ` detailing the specific repairs needed." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:39 -msgid "Some accidents require multiple repairs with several different vendors. For these scenarios, a separate service record is needed for each vendor performing repairs. To keep records organized, it is recommended to keep the *Notes* field identical, as well as attaching the same important documentation, such as a police report." +#: ../../content/applications/hr/fleet/accidents.rst:40 +msgid "Some accidents require multiple repairs with several different vendors. For these scenarios, a separate service record is needed for each vendor performing repairs. To keep records organized, it is recommended to keep the *Notes* field identical, and attach the same important documentation, such as a police report." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:44 +#: ../../content/applications/hr/fleet/accidents.rst:45 msgid "Navigate to :menuselection:`Fleet app --> Fleet --> Services` to view the main :guilabel:`Services` dashboard. Click :guilabel:`New` in the top-left corner, and a blank service form loads." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:47 -#: ../../content/applications/hr/fleet/service.rst:380 -#: ../../content/applications/hr/frontdesk.rst:33 -#: ../../content/applications/hr/lunch/products.rst:12 -#: ../../content/applications/hr/payroll.rst:859 -#: ../../content/applications/hr/payroll/work_entries.rst:56 -#: ../../content/applications/hr/time_off.rst:221 -msgid "Enter the following information on the form:" -msgstr "" - -#: ../../content/applications/hr/fleet/accidents.rst:49 +#: ../../content/applications/hr/fleet/accidents.rst:50 msgid ":guilabel:`Description`: enter the description of repairs needed to fully repair the vehicle, such as `Bodywork`, `Windshield Replacement`, or `Replacement Bumper, Tires, and Windows`." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:51 +#: ../../content/applications/hr/fleet/accidents.rst:52 msgid ":guilabel:`Service Type`: for this example, select either `Accident - Driver's Fault` or `Accident - No Fault`, depending on the situation." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:54 +#: ../../content/applications/hr/fleet/accidents.rst:55 msgid "When entering either of these two :guilabel:`Service Types` for the first time, type in the new service type, then click :guilabel:`Create (new service type)`. A :guilabel:`Create Service Type` pop-up window appears, with the new service type populating the :guilabel:`Name` field. In the :guilabel:`Category` field, select :guilabel:`Service` from the drop-down menu, then click the :guilabel:`Save & Close` button." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:60 +#: ../../content/applications/hr/fleet/accidents.rst:61 msgid "Once an accident service type has been added to the database, it is available to select from the drop-down menu in the :guilabel:`Service Type` field." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:62 +#: ../../content/applications/hr/fleet/accidents.rst:63 msgid ":guilabel:`Date`: using the calendar popover window, select the date the accident occurred. Navigate to the desired month using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` :guilabel:`(arrow)` icons, then click the date to select it." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:65 +#: ../../content/applications/hr/fleet/accidents.rst:66 msgid ":guilabel:`Cost`: leave this field blank, as the repair cost is not yet known." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:66 +#: ../../content/applications/hr/fleet/accidents.rst:67 msgid ":guilabel:`Vendor`: select the vendor performing the repairs using the drop-down menu. If the vendor has not already been entered in the system, type in the vendor name, and click either :guilabel:`Create` to add them, or :guilabel:`Create and edit...` to :ref:`add and configure the vendor `." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:70 +#: ../../content/applications/hr/fleet/accidents.rst:71 msgid ":guilabel:`Vehicle`: select the vehicle that was in the accident from the drop-down menu. When the vehicle is selected, the :guilabel:`Driver` field is populated, and the unit of measure for the :guilabel:`Odometer Value` field appears." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:73 +#: ../../content/applications/hr/fleet/accidents.rst:74 msgid ":guilabel:`Driver`: the current driver listed for the selected vehicle populates this field when the :guilabel:`Vehicle` is selected. If a different driver was operating the vehicle when the accident occurred, select the correct driver from the drop-down menu." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:76 +#: ../../content/applications/hr/fleet/accidents.rst:77 msgid ":guilabel:`Odometer Value`: enter the odometer reading when the accident occurred. The units of measure are either in kilometers (:guilabel:`km`) or miles (:guilabel:`mi`), depending on how the selected vehicle was configured." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:79 +#: ../../content/applications/hr/fleet/accidents.rst:80 msgid ":guilabel:`NOTES`: enter the specific details of the accident at the bottom of the service form, such as `Hit a deer` or `Rear-ended at an intersection while stopped`." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:82 +#: ../../content/applications/hr/fleet/accidents.rst:83 msgid "Odoo provides the ability to attach any important paperwork, such as repair estimates and police reports, to the service record. To do so, click the :icon:`fa-paperclip` :guilabel:`(paperclip)` icon, located in the *chatter* of the form, and a file explorer pop-up window appears. Navigate to the desired record, and click :guilabel:`Open` to upload the file." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:88 +#: ../../content/applications/hr/fleet/accidents.rst:89 msgid "Once a file is added to a service record, a :guilabel:`Files` section appears in the *chatter*. To attach more records, click :icon:`fa-plus-square` :guilabel:`Attach files` to add more documents." msgstr "" @@ -3549,7 +4516,7 @@ msgid "Service stages" msgstr "" #: ../../content/applications/hr/fleet/accidents.rst:99 -msgid "In Odoo's *Fleet* app, there are four default service stages:" +msgid "In Odoo's **Fleet** app, there are four default service stages:" msgstr "" #: ../../content/applications/hr/fleet/accidents.rst:103 @@ -3601,15 +4568,15 @@ msgstr "" msgid "The stages as seen from the service form." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:144 +#: ../../content/applications/hr/fleet/accidents.rst:143 msgid "Open the main *Services* dashboard, by navigating to :menuselection:`Fleet app --> Fleet --> Services`. First, click the :icon:`oi-view-kanban` :guilabel:`Kanban` icon in the top-right of the screen, which organizes all repairs by vehicle." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:148 +#: ../../content/applications/hr/fleet/accidents.rst:147 msgid "Next, remove the default :guilabel:`Service Type` filter in the search bar. Upon doing so, all services appear in a Kanban view, organized by their respective :guilabel:`Status`." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:151 +#: ../../content/applications/hr/fleet/accidents.rst:150 msgid "Drag-and-drop the service record to the desired stage." msgstr "" @@ -3617,63 +4584,63 @@ msgstr "" msgid "The Kanban view of stages, with a card being dragged and dropped to the Running stage." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:158 +#: ../../content/applications/hr/fleet/accidents.rst:156 msgid "Accident reporting" msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:160 +#: ../../content/applications/hr/fleet/accidents.rst:158 msgid "One of the main reasons to track accidents using the method outlined in this document is the ability to view the total accident cost, determine the safest drivers, and calculate the actual total cost for specific vehicles." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:164 +#: ../../content/applications/hr/fleet/accidents.rst:162 msgid "The main :ref:`Services dashboard ` displays all the various accident information, while the :ref:`Reporting dashboard ` displays the total cost for specific vehicles." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:171 +#: ../../content/applications/hr/fleet/accidents.rst:169 msgid "Services dashboard" msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:173 +#: ../../content/applications/hr/fleet/accidents.rst:171 msgid "Navigate to :menuselection:`Fleet app --> Fleet --> Services` to view the :guilabel:`Services` dashboard. All service records are displayed in a :icon:`oi-view-list` :guilabel:`(List)` view, grouped alphabetically, by :guilabel:`Service Type`." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:177 +#: ../../content/applications/hr/fleet/accidents.rst:175 msgid "The two service types created for accident tracking appear in the list: :guilabel:`Accident - Driver Fault` and :guilabel:`Accident - No Fault`." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:180 +#: ../../content/applications/hr/fleet/accidents.rst:178 msgid "Each grouping displays the number of records within each type, and lists the individual records beneath each grouping title." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:184 -msgid "In this example, there are six accidents where the driver was at fault, and four accidents that were not the driver's fault. This dashboard also displays the estimated total :guilabel:`Cost` for all the accidents in each group." +#: ../../content/applications/hr/fleet/accidents.rst:182 +msgid "In this example, there are three accidents where the driver was at fault, and one accident that was not the driver's fault. This dashboard also displays the estimated total :guilabel:`Cost` for all the accidents in each group." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:188 -msgid "An estimated `$19,164.81` dollars are for driver-caused accident repairs, and an estimated `$2,548.21` dollars are for no-fault accidents." +#: ../../content/applications/hr/fleet/accidents.rst:186 +msgid "An estimated `$3,284.00` dollars are costs from driver-caused accident repairs. The no-fault accident has no cost associated with it, since the repair has not been completed, and no estimate exists yet." msgstr "" #: ../../content/applications/hr/fleet/accidents.rst:0 msgid "Accident services, with the total costs highlighted." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:196 +#: ../../content/applications/hr/fleet/accidents.rst:194 msgid "The total :guilabel:`Cost` calculates **all** costs on the repair form, including estimated costs, as well as final repair costs. This number may not be accurate, if there are any repairs in the *Running* stage, and the final bill has not yet been calculated." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:203 +#: ../../content/applications/hr/fleet/accidents.rst:201 msgid "Reporting dashboard" msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:205 +#: ../../content/applications/hr/fleet/accidents.rst:203 msgid "Navigate to :menuselection:`Fleet app --> Reporting --> Costs` to view the :menuselection:`Cost Analysis` report. This report displays a :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` of all :guilabel:`Contract` and :guilabel:`Service` costs for the current year, organized by month (:guilabel:`Date : (year)`), by default. The :guilabel:`Sum`, represented by a gray dotted line, is the combined total of both the :guilabel:`Contract` and :guilabel:`Service` costs." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:211 -msgid "To view the total cost by vehicle, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Vehicle` in the :icon:`oi-group` :guilabel:`Group By` column, and the data is organized by vehicle." +#: ../../content/applications/hr/fleet/accidents.rst:209 +msgid "To view the total cost by vehicle, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Bar)` icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Vehicle` in the :icon:`oi-group` :guilabel:`Group By` column, and the data is organized by vehicle." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:215 +#: ../../content/applications/hr/fleet/accidents.rst:213 msgid "This displays the true cost for each vehicle, including both the contract cost (such as the monthly vehicle lease cost) and all service costs, including all accidents. Hover over a column to reveal a data popover window, which displays the vehicle name and the total cost. This allows for a more complete view of the vehicle cost." msgstr "" @@ -3681,7 +4648,7 @@ msgstr "" msgid "The Cost Analysis report, displaying total costs by vehicle." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:224 +#: ../../content/applications/hr/fleet/accidents.rst:221 msgid "To view the individual cost details for both contract costs and repairs, click the :icon:`oi-view-pivot` :guilabel:`(Pivot)` icon in the top-right corner of the :guilabel:`Cost Analysis` dashboard. This displays each vehicle on a separate line, and displays the :guilabel:`Contract` cost and :guilabel:`Service` cost, as well as the :guilabel:`Total` cost." msgstr "" @@ -3690,47 +4657,47 @@ msgid "The Cost Analysis report, displaying the contract and service costs separ "the total." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:235 +#: ../../content/applications/hr/fleet/accidents.rst:231 msgid "The :icon:`oi-view-pivot` :guilabel:`(Pivot)` view organizes the data by vehicle, by default, therefore grouping the data by :guilabel:`Vehicle` is not required. If this filer is already activated, it does not affect the presented data." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:240 +#: ../../content/applications/hr/fleet/accidents.rst:236 msgid "Manage accident repairs" msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:242 +#: ../../content/applications/hr/fleet/accidents.rst:238 msgid "For companies with multiple employees, who manage a large fleet of vehicles, displaying only service records in the :guilabel:`New` and :guilabel:`Running` stages can be time-saving, if there are a large number of records in the *Services* dashboard." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:246 -msgid "Navigate to :menuselection:`Fleet app --> Fleet --> Services`, where all service requests are organized by :guilabel:`Service Type`. Next, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Add Custom Filter` in the :icon:`fa-filter` :guilabel:`Filters` column, and a :guilabel:`Add Custom Filter` pop-up window appears." +#: ../../content/applications/hr/fleet/accidents.rst:242 +msgid "Navigate to :menuselection:`Fleet app --> Fleet --> Services`, where all service requests are organized by :guilabel:`Service Type`. Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Add Custom Filter` in the :icon:`fa-filter` :guilabel:`Filters` column, and a :guilabel:`Add Custom Filter` pop-up window appears." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:252 +#: ../../content/applications/hr/fleet/accidents.rst:248 msgid "Three drop-down fields need to be configured on the pop-up window." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:254 +#: ../../content/applications/hr/fleet/accidents.rst:250 msgid "In the first field, scroll down, and select :guilabel:`Stage`." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:256 +#: ../../content/applications/hr/fleet/accidents.rst:252 msgid "Leave the second field set to :guilabel:`=`." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:258 +#: ../../content/applications/hr/fleet/accidents.rst:254 msgid "Select :guilabel:`Running` from the drop-down menu in the last field." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:260 +#: ../../content/applications/hr/fleet/accidents.rst:256 msgid "Next, click the :icon:`fa-plus` :guilabel:`(plus)` icon to the right of the last field, and an identical rule appears beneath the current rule." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:263 +#: ../../content/applications/hr/fleet/accidents.rst:259 msgid "Then, change :guilabel:`Running` to :guilabel:`New` in the third field of the second rule, leaving the other fields as-is." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:266 +#: ../../content/applications/hr/fleet/accidents.rst:262 msgid "Click the :guilabel:`Add` button at the bottom to add the new custom filter." msgstr "" @@ -3738,789 +4705,469 @@ msgstr "" msgid "The filter settings to be added to only display new and running services." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:272 +#: ../../content/applications/hr/fleet/accidents.rst:267 msgid "This slight modification only presents services in the :guilabel:`New` and :guilabel:`Running` stages. This is a helpful report for a company managing a high number of repairs at any given time." msgstr "" -#: ../../content/applications/hr/fleet/accidents.rst:275 -msgid "To have this report appear as the default report when opening the :guilabel:`Services` dashboard, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon at the far-right of the search bar. Next, click :guilabel:`Save current search`, beneath the :icon:`fa-star` :guilabel:`Favorites` column, which reveals another drop-down column beneath it. Tick the checkbox beside :guilabel:`Default Filter`, then click :guilabel:`Save`. Then, this customized :guilabel:`Services` dashboard appears, by default, anytime the :guilabel:`Services` dashboard is accessed." +#: ../../content/applications/hr/fleet/accidents.rst:270 +msgid "To have this report appear as the default report when opening the :guilabel:`Services` dashboard, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon at the far-right of the search bar. Next, click :guilabel:`Save current search`, beneath the :icon:`fa-star` :guilabel:`Favorites` column, which reveals another drop-down column beneath it. Tick the checkbox beside :guilabel:`Default Filter`, then click :guilabel:`Save`. Then, this customized :guilabel:`Services` dashboard appears, by default, any time the :guilabel:`Services` dashboard is accessed." msgstr "" #: ../../content/applications/hr/fleet/models.rst:3 -msgid "Vehicle models" +msgid "Models & manufacturers" msgstr "" #: ../../content/applications/hr/fleet/models.rst:5 -msgid "When adding a vehicle to the fleet, specify the vehicle model to maintain updated records, which keeps track of specific details, like maintenance schedules and parts compatibility." +msgid "Odoo's **Fleet** app categorizes each vehicle by *manufacturer* and *model* (e.g. `BMW`, `X2`). Before the vehicle can be added to the Odoo database, its :ref:`manufacturer ` and a :ref:`model ` records must already exist in the database." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:8 -msgid "Odoo comes with preconfigured car models from four major auto manufacturers: Audi, BMW, Mercedes, and Opel." +#: ../../content/applications/hr/fleet/models.rst:12 +msgid "Manufacturers" msgstr "" -#: ../../content/applications/hr/fleet/models.rst:11 -msgid "If a new vehicle model joins the fleet, and it is not one of the preconfigured models from these manufacturers, the model (and/or manufacturer) **must** be :ref:`added to the database `." -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:16 -msgid "Preconfigured models" +#: ../../content/applications/hr/fleet/models.rst:14 +msgid "Odoo's **Fleet** app comes preconfigured with sixty-six commonly used car and bicycle manufacturers in the database, along with their logos. To view the pre-loaded manufacturers, go to :menuselection:`Fleet app --> Configuration --> Manufacturers`." msgstr "" #: ../../content/applications/hr/fleet/models.rst:18 -msgid "The following models are preconfigured in Odoo, and do not need to be added to the database:" +msgid "The default filter, :guilabel:`With Models`, displays only manufacturers that already have vehicle models. Remove the default filter to view *all* manufacturers." msgstr "" #: ../../content/applications/hr/fleet/models.rst:21 -msgid "AUDI" +msgid "Manufacturers re listed alphabetically, and each card shows how many specific :ref:`models ` are configured for each particular manufacturer." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:21 -msgid "BMW" +#: ../../content/applications/hr/fleet/models.rst:-1 +msgid "Manufacturer card with the amount of models listed." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:21 -msgid "Mercedes" +#: ../../content/applications/hr/fleet/models.rst:30 +msgid "Add a manufacturer" msgstr "" -#: ../../content/applications/hr/fleet/models.rst:21 -msgid "Opel" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:23 -msgid "A1" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:23 -msgid "Serie 1" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:23 -msgid "Class A" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:23 -msgid "Agilia" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:25 -msgid "A3" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:25 -msgid "Serie 3" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:25 -msgid "Class B" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:25 -msgid "Ampera" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:27 -msgid "A4" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:27 -msgid "Serie 5" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:27 -msgid "Class C" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:27 -msgid "Antara" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:29 -msgid "A5" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:29 -msgid "Serie 6" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:29 -msgid "Class CL" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:29 -msgid "Astra" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:31 -msgid "A6" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:31 -msgid "Serie 7" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:31 -msgid "Class CLS" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:31 -msgid "AstraGTC" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:33 -msgid "A7" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:33 -msgid "Serie Hybrid" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:33 -msgid "Class E" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:33 -msgid "Combo Tour" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:35 -msgid "A8" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:35 -msgid "Serie M" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:35 -msgid "Class GL" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:35 -msgid "Corsa" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:37 -msgid "Q3" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:37 -msgid "Serie X" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:37 -msgid "Class GLK" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:37 -msgid "Insignia" +#: ../../content/applications/hr/fleet/models.rst:32 +msgid "To add a new manufacturer to the database, click :guilabel:`New` in the upper-left corner, to open a blank manufacturers form. Type the name of the manufacturer in the :guilabel:`Name` field, and select an image to upload for the logo." msgstr "" #: ../../content/applications/hr/fleet/models.rst:39 -msgid "Q5" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:39 -msgid "Serie Z4" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:39 -msgid "Class M" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:39 -msgid "Meriva" +msgid "Models" msgstr "" #: ../../content/applications/hr/fleet/models.rst:41 -msgid "Q7" +msgid "When adding a vehicle to the fleet, specify the vehicle model to maintain updated records, which keeps track of specific details, like maintenance schedules and parts compatibility." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:41 -msgid "Class R" +#: ../../content/applications/hr/fleet/models.rst:44 +msgid "Unlike :ref:`manufacturers `, models do **not** come preconfigured in the **Fleet** app. When a new vehicle model joins the fleet, the model (and, if necessary, the manufacturer) **must** be :ref:`added to the database `." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:41 -msgid "Mokka" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:43 -msgid "TT" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:43 -msgid "Class S" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:43 -msgid "Zafira" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:45 -msgid "Class SLK" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:45 -msgid "Zafira Tourer" -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:47 -msgid "Class SLS" +#: ../../content/applications/hr/fleet/models.rst:51 +msgid "Add a model" msgstr "" #: ../../content/applications/hr/fleet/models.rst:53 -msgid "Add a new model" +msgid "To add a new vehicle model, navigate to :menuselection:`Fleet app --> Configuration --> Models`. Click :guilabel:`New` in the upper-left corner, and enter the following information on the new model form." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:55 -msgid "To add a new vehicle model, navigate to :menuselection:`Fleet app --> Configuration --> Models: Models`. Click :guilabel:`New`, and in a new vehicle model form, enter the following information on the form." +#: ../../content/applications/hr/fleet/models.rst:58 +msgid "Depending on the installed :doc:`localization <../../finance/fiscal_localizations>`, some fields or sections may not appear." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:60 -msgid "Be advised, some fields are specific to Belgian based companies, so not all fields or sections may be visible depending on the location of the company." +#: ../../content/applications/hr/fleet/models.rst:61 +msgid ":guilabel:`Model name`: Enter the model name in the field." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:63 -msgid ":guilabel:`Model name`: enter the model name in the field." +#: ../../content/applications/hr/fleet/models.rst:62 +msgid ":guilabel:`Manufacturer`: Using the drop-down menu, select the manufacturer. If it is not configured, :ref:`add the manufacturer `" msgstr "" #: ../../content/applications/hr/fleet/models.rst:64 -msgid ":guilabel:`Manufacturer`: select the manufacturer from the drop-down menu. If the manufacturer is not configured, type in the manufacturer, and click :guilabel:`Create` or :guilabel:`Create and edit..`." +msgid ":guilabel:`Vehicle Type`: Using the drop-down menu, select one of two preconfigured vehicle types, either :guilabel:`Car` or :guilabel:`Bike`." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:69 -msgid "When the manufacturer is selected, if it is one of the default manufacturers in *Odoo*, the logo for the manufacturer automatically loads in the image box in the top-right corner." +#: ../../content/applications/hr/fleet/models.rst:68 +msgid "Additional vehicle types can **not** be added. **Fleet** keeps them fixed to preserve its **Payroll** integration, where vehicles may count as employee benefits." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:72 -msgid ":guilabel:`Vehicle Type`: select one of two preconfigured vehicle types, either :guilabel:`Car` or :guilabel:`Bike`, from the drop-down menu. The vehicle types are hardcoded in Odoo, and are integrated with the *Payroll* application, since vehicles can be part of an employee's benefits. Adding additional vehicle types is *not* possible as it affects payroll." +#: ../../content/applications/hr/fleet/models.rst:71 +msgid ":guilabel:`Category`: Using the drop-down menu, select a :ref:`category ` for the vehicle or :ref:`create a new one `." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:76 -msgid ":guilabel:`Category`: select a category for the vehicle from the drop-down menu. To create a new category, type in the category and then click :guilabel:`Create (new category)`." -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:80 +#: ../../content/applications/hr/fleet/models.rst:75 msgid "Information tab" msgstr "" -#: ../../content/applications/hr/fleet/models.rst:82 +#: ../../content/applications/hr/fleet/models.rst:77 msgid "In the :guilabel:`Information` tab, specify details about the car model, such as the car size, passenger capacity, cost settings (applicable to the Belgium localization only), and engine information." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:87 -msgid "Model section" +#: ../../content/applications/hr/fleet/models.rst:82 +msgid "Model" msgstr "" -#: ../../content/applications/hr/fleet/models.rst:89 -msgid ":guilabel:`Seats Number`: enter how many passengers the vehicle can accommodate." +#: ../../content/applications/hr/fleet/models.rst:84 +msgid ":guilabel:`Seats Number`: Enter how many passengers the vehicle can accommodate." +msgstr "" + +#: ../../content/applications/hr/fleet/models.rst:85 +msgid ":guilabel:`Doors Number`: Enter the number of doors the vehicle has." +msgstr "" + +#: ../../content/applications/hr/fleet/models.rst:86 +msgid ":guilabel:`Model Year`: Enter the year the vehicle was manufactured." +msgstr "" + +#: ../../content/applications/hr/fleet/models.rst:87 +msgid ":guilabel:`Trailer Hitch`: Tick this checkbox if the vehicle has a trailer hitch installed." msgstr "" #: ../../content/applications/hr/fleet/models.rst:90 -msgid ":guilabel:`Doors Number`: enter the number of doors the vehicle has." -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:91 -msgid ":guilabel:`Color`: enter the color of the vehicle." +#: ../../content/applications/hr/payroll.rst:389 +msgid "Salary" msgstr "" #: ../../content/applications/hr/fleet/models.rst:92 -msgid ":guilabel:`Model Year`: enter the year the vehicle was manufactured." -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:93 -msgid ":guilabel:`Trailer Hitch`: tick this checkbox if the vehicle has a trailer hitch installed." +msgid "The :guilabel:`Salary` section **only** appears if the company has their localization setting set to Belgium. The cost values are all *monthly*, with the exception of the :guilabel:`Catalog Value (VAT Incl.)`." msgstr "" #: ../../content/applications/hr/fleet/models.rst:96 -msgid "Salary section" +msgid ":guilabel:`Can be requested`: Tick this checkbox if employees can request this model vehicle, if a vehicle is part of their employee contract." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:99 -msgid "The :guilabel:`Salary` section **only** appears for Belgian-based companies, and **only** if the company has their localization setting set to Belgium. The cost values are all *monthly*, with the exception of the :guilabel:`Catalog Value (VAT Incl.)`." -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:103 -msgid ":guilabel:`Can be requested`: tick this checkbox if employees can request this model vehicle, if a vehicle is part of their employee contract." -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:105 +#: ../../content/applications/hr/fleet/models.rst:98 msgid ":guilabel:`Catalog Value (VAT Incl.)`: enter the :abbr:`MSRP (Manufacturer's Suggested Retail Price)` for the vehicle at the time of purchase or lease." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:107 -msgid ":guilabel:`C02 fee`: represents the carbon dioxide emission fee paid to the Belgian government. This value is automatically calculated, based on Belgian laws and regulations, and **cannot** be modified. The value is based on the figure entered in the :guilabel:`CO2 Emissions` field (in the :guilabel:`Engine` section of the :guilabel:`Information` tab) on the vehicle form." +#: ../../content/applications/hr/fleet/models.rst:100 +msgid ":guilabel:`C02 fee`: Represents the carbon dioxide emission fee paid to the Belgian government. This value is automatically calculated, based on Belgian laws and regulations, and **cannot** be modified. The value is based on the figure entered in the :guilabel:`CO2 Emissions` field (in the :guilabel:`Engine` section of the :guilabel:`Information` tab) on the vehicle form." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:113 +#: ../../content/applications/hr/fleet/models.rst:106 msgid "Modifying the :guilabel:`CO2 Emissions` field adjusts the value in the :guilabel:`CO2 fee` field." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:115 -msgid ":guilabel:`Cost (Depreciated)`: enter the monthly vehicle cost, which appears in the salary configurator for future employees. This value impacts the gross and net salary of the employee assigned to the vehicle. This figure is depreciated over time, according to local tax laws. The :guilabel:`Cost (Depreciated)` does **not** depreciate automatically on the *vehicle model*, it only depreciates based on the *contract* linked to a specific vehicle." +#: ../../content/applications/hr/fleet/models.rst:108 +msgid ":guilabel:`Cost (Depreciated)`: Enter the monthly vehicle cost, which appears in the salary configurator for future employees. This value impacts the gross and net salary of the employee assigned to the vehicle. This figure is depreciated over time, according to local tax laws. The :guilabel:`Cost (Depreciated)` does **not** depreciate automatically on the *vehicle model*, it only depreciates based on the *contract* linked to a specific vehicle." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:120 -msgid ":guilabel:`Total Cost (Depreciated)`: this value is the combination of the :guilabel:`Cost (Depreciated)` and the :guilabel:`C02 fee` fields. It also depreciated over time." +#: ../../content/applications/hr/fleet/models.rst:113 +msgid ":guilabel:`Total Cost (Depreciated)`: This value is the combination of the :guilabel:`Cost (Depreciated)` and the :guilabel:`C02 fee` fields. It also depreciated over time." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:124 +#: ../../content/applications/hr/fleet/models.rst:117 msgid "Engine" msgstr "" -#: ../../content/applications/hr/fleet/models.rst:126 -msgid ":guilabel:`Fuel Type`: select the type of fuel the vehicle uses from the drop-down menu. The options are :guilabel:`Diesel`, :guilabel:`Gasoline`, :guilabel:`Hybrid Diesel`, :guilabel:`Hybrid Gasoline`, :guilabel:`Plug-in Hybrid Diesel`, :guilabel:`Plug-in Hybrid Gasoline`, :guilabel:`CNG`, :guilabel:`LPG`, :guilabel:`Hydrogen`, or :guilabel:`Electric`." +#: ../../content/applications/hr/fleet/models.rst:119 +msgid ":guilabel:`Fuel Type`: Using the drop-down menu, select the type of fuel the vehicle uses. The default options are :guilabel:`Diesel`, :guilabel:`Gasoline`, :guilabel:`Full Hybrid` :guilabel:`Plug-in Hybrid Diesel`, :guilabel:`Plug-in Hybrid Gasoline`, :guilabel:`CNG`, :guilabel:`LPG`, :guilabel:`Hydrogen`, or :guilabel:`Electric`." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:130 -msgid ":guilabel:`CO2 Emissions`: enter the average carbon dioxide emissions the vehicle produces in grams per kilometer (g/km). This information is provided by the car manufacturer." +#: ../../content/applications/hr/fleet/models.rst:123 +msgid ":guilabel:`Range`: Enter the distance the vehicle can travel on one tank of gas, or one battery charge, in kilometers." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:132 -msgid ":guilabel:`CO2 Standard`: enter the standard amount of carbon dioxide in grams per kilometer (g/km) for a similar-sized vehicle." +#: ../../content/applications/hr/fleet/models.rst:125 +msgid ":guilabel:`CO2 Emissions`: Enter the average carbon dioxide emissions the vehicle produces in grams per kilometer (g/km). This information is provided by the car manufacturer." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:134 -msgid ":guilabel:`Transmission`: select :guilabel:`Manual` or :guilabel:`Automatic` transmission from the drop-down menu." +#: ../../content/applications/hr/fleet/models.rst:127 +msgid ":guilabel:`CO2 Standard`: Enter the standard amount of carbon dioxide in grams per kilometer (g/km) for a similar-sized vehicle." +msgstr "" + +#: ../../content/applications/hr/fleet/models.rst:129 +msgid ":guilabel:`Transmission`: Using the drop-down menu, select the type of transmission, either :guilabel:`Manual` or :guilabel:`Automatic`." +msgstr "" + +#: ../../content/applications/hr/fleet/models.rst:131 +msgid ":guilabel:`Power Unit`: Using the drop-down menu, select how the vehicle's power is measured, either in kilowatts or horsepower." +msgstr "" + +#: ../../content/applications/hr/fleet/models.rst:133 +msgid ":guilabel:`Power`: If the vehicle is electric or hybrid, enter the power the vehicle uses in kilowatts (:guilabel:`kW`). This field only appears if :guilabel:`kW` is selected for the :guilabel:`Power` field." msgstr "" #: ../../content/applications/hr/fleet/models.rst:136 -msgid ":guilabel:`Power`: if the vehicle is electric or hybrid, enter the power the vehicle uses in kilowatts (kW)." +msgid ":guilabel:`Horsepower`: Enter the vehicle's horsepower in this field. This field only appears if :guilabel:`Horsepower` is selected for the :guilabel:`Power` field." msgstr "" #: ../../content/applications/hr/fleet/models.rst:138 -msgid ":guilabel:`Horsepower`: enter the vehicle's horsepower in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:139 -msgid ":guilabel:`Horsepower Taxation`: enter the amount that is taxed, based on the size of the vehicle's engine. This is determined by local taxes and regulations, and varies depending on the location. It is recommended to check with the accounting department to ensure this value is correct." +msgid ":guilabel:`Horsepower Taxation`: Enter the amount that is taxed, based on the size of the vehicle's engine. This is determined by local taxes and regulations, and varies depending on the location. It is recommended to check with the accounting department to ensure this value is correct. This field only appears if :guilabel:`Horsepower` is selected for the :guilabel:`Power` field." msgstr "" #: ../../content/applications/hr/fleet/models.rst:143 -msgid ":guilabel:`Tax Deduction`: this field auto-populates, according to the engine specifications, and **cannot** be modified. The percentage is based on the localization settings and local tax laws." +msgid ":guilabel:`Horsepower Taxation`: Enter the amount of taxes incurred according to the engine specifications. The number is dependent on the local tax laws, therefore it is recommended to check with the accounting department to ensure the correct taxation amount is entered. This field only appears if the :guilabel:`Power` field is set to :guilabel:`Horsepower`." msgstr "" #: ../../content/applications/hr/fleet/models.rst:147 +msgid ":guilabel:`Tax Deduction`: The percentage that can be deducted from taxes is populated based on the localization, and **cannot** be modified. This field only appears for certain localizations." +msgstr "" + +#: ../../content/applications/hr/fleet/models.rst:151 msgid "Vendors tab" msgstr "" -#: ../../content/applications/hr/fleet/models.rst:149 -msgid "Specify the vendors a vehicle can be purchased from in this tab. With proper setup, requests for quotations for vehicles can be easily created through Odoo's *Purchase* app." -msgstr "" - -#: ../../content/applications/hr/fleet/models.rst:152 -msgid "To add a vendor, click :guilabel:`Add`, which opens an :guilabel:`Add: Vendors` pop-up window, with a list of all the vendors currently in the database. Add a vendor by ticking the checkbox next to the vendor name, then click :guilabel:`Select`. There is no limit to the number of vendors that can be added to this list." +#: ../../content/applications/hr/fleet/models.rst:153 +msgid "Specify the vendors a vehicle can be purchased from in this tab. With proper setup, :doc:`requests for quotations <../../inventory_and_mrp/purchase/manage_deals/rfq>` for vehicles can be created through Odoo's **Purchase** app." msgstr "" #: ../../content/applications/hr/fleet/models.rst:157 -msgid "If a vendor is not in the database, add a vendor by clicking :guilabel:`New` in the bottom-left of the :guilabel:`Add: Vendors` pop-up window. In the :guilabel:`Create Vendors` form that appears, enter the necessary information, then click :guilabel:`Save & Close` to add the vendor, or click :guilabel:`Save & New` to add the current vendor and create another new vendor." +msgid "To add a vendor, click :guilabel:`Add` in the upper-left corner of the :guilabel:`Vendors` tab. This opens an :guilabel:`Add: Vendors` pop-up window, with a list of all the vendors currently in the database. Add a vendor by ticking the checkbox next to the vendor name, then click :guilabel:`Select`. No limitations exist on the number of vendors that can be added to this list." +msgstr "" + +#: ../../content/applications/hr/fleet/models.rst:162 +msgid "If a vendor is *not* already in the database, add a vendor by clicking :guilabel:`New` in the bottom-left of the :guilabel:`Add: Vendors` pop-up window. In the :guilabel:`Create Vendors` form that appears, enter the necessary information, then click :guilabel:`Save & Close` to add the vendor, or click :guilabel:`Save & New` to add the current vendor and create another new vendor." msgstr "" #: ../../content/applications/hr/fleet/models.rst:-1 msgid "Vendor form to fill out when adding a new vendor." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:169 +#: ../../content/applications/hr/fleet/models.rst:173 msgid "Model category" msgstr "" -#: ../../content/applications/hr/fleet/models.rst:171 -msgid "To best organize a fleet, it is recommended to have vehicle models housed under a specific category, to easily see what kinds of vehicles are in the fleet. Model categories are set on the :ref:`vehicle model form `." -msgstr "" - #: ../../content/applications/hr/fleet/models.rst:175 -msgid "Odoo does **not** come with any models preconfigured; all models **must** be added." +msgid "To aid with fleet organization, it is recommended to have vehicle models housed under a specific category. Model categories are set on the :ref:`vehicle model form `." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:177 -msgid "To view any models currently set up in the database, navigate to :menuselection:`Fleet app --> Configuration --> Models: Categories`. All models are displayed in a list view." +#: ../../content/applications/hr/fleet/models.rst:178 +msgid "Odoo does **not** come with any categories preconfigured; all categories **must** be added." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:181 +#: ../../content/applications/hr/fleet/models.rst:180 +msgid "To view any categories currently set up in the database, navigate to :menuselection:`Fleet app --> Configuration --> Categories`. All categories are displayed in a list view." +msgstr "" + +#: ../../content/applications/hr/fleet/models.rst:186 msgid "Add a new model category" msgstr "" -#: ../../content/applications/hr/fleet/models.rst:183 -msgid "To add a new category, click the :guilabel:`New` button in the top-left corner of the :guilabel:`Categories` page. A new entry line appears at the bottom of the list. Type in the new category, then either click :guilabel:`Save`, or click anywhere on the screen, to save the entry." +#: ../../content/applications/hr/fleet/models.rst:188 +msgid "To add a new category, click the :guilabel:`New` button in the top-left corner of the :guilabel:`Categories` dashboard. A new entry line appears at the bottom of the list. Type in the new category, then either click :guilabel:`Save`, or click anywhere on the screen, to save the entry." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:187 +#: ../../content/applications/hr/fleet/models.rst:193 msgid "To reorganize how the categories appear in the list, click on the :icon:`oi-draggable` :guilabel:`(draggable)` icon to the left of any desired category name, and drag the line to the desired position." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:191 -msgid "The order of the list does not affect the database in any way. However, it may be preferable to view the vehicle categories in a specific order, for example, by size, or the numbers of passengers the vehicle can carry." +#: ../../content/applications/hr/fleet/models.rst:197 +msgid "The order of the list does *not* affect the database in any way. However, it may be preferable to view the vehicle categories in a specific order, for example, by size, or the number of passengers the vehicle can carry." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:196 +#: ../../content/applications/hr/fleet/models.rst:202 msgid "When used with the **Inventory** app, the :guilabel:`Max Weight` and :guilabel:`Max Volume` fields track a vehicle's capacity. This helps manage in-house deliveries by :doc:`showing how much space and weight remain for loading products <../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch>`." msgstr "" -#: ../../content/applications/hr/fleet/models.rst:-1 -msgid "List view of the models in the fleet." -msgstr "" - #: ../../content/applications/hr/fleet/new_vehicle.rst:3 -msgid "New vehicles" +msgid "Adding vehicles" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:5 -msgid "Odoo's *Fleet* app manages all vehicles, and the accompanying documentation that comes with vehicle maintenance, and drivers records." +msgid "Odoo's **Fleet** app manages all vehicles, and the accompanying documentation that comes with vehicle maintenance and driver records." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:8 -msgid "Upon opening the :menuselection:`Fleet` application, all vehicles are organized within the :guilabel:`Vehicles` dashboard, which is the default dashboard for the *Fleet* application. Each vehicle is displayed in its corresponding Kanban stage, based on its status. The default stages are :guilabel:`New Request`, :guilabel:`To Order`, :guilabel:`Registered`, and :guilabel:`Downgraded`." +msgid "Upon opening the :menuselection:`Fleet` application, all vehicles are organized within the :guilabel:`Vehicles` dashboard, which is the default dashboard. Each vehicle is displayed in its corresponding Kanban stage, based on its status. The default stages are :guilabel:`New Request`, :guilabel:`To Order`, :guilabel:`Registered`, and :guilabel:`Downgraded`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:13 -msgid "To add a new vehicle to the fleet from the :guilabel:`Vehicles` page, click the :guilabel:`New` button in the top-left corner, and a blank vehicle form loads. Then, proceed to enter the vehicle information on the vehicle form." +#: ../../content/applications/hr/fleet/new_vehicle.rst:18 +msgid "Before registering any vehicles, review two **Fleet** settings that directly affect day-to-day operations and employee benefits:" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:17 -msgid "The form auto-saves as data is entered. However, the form can be saved manually at any time by clicking the *save manually* option, represented by a :guilabel:`(cloud upload)` icon, located in the top-left corner of the page." +#: ../../content/applications/hr/fleet/new_vehicle.rst:21 +msgid ":ref:`End Date Contract Alert ` — emails the contract's *Responsible* person a set number of days before the vehicle agreement expires, so renewals or returns aren't missed." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:24 -msgid "Vehicle form fields" +#: ../../content/applications/hr/fleet/new_vehicle.rst:23 +msgid ":ref:`New Vehicle Request ` — (Belgian Payroll localization only) blocks employees from requesting a new company car through the salary configurator, once the available vehicles already exceeds the defined limit, helping control benefits costs." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:26 -msgid ":guilabel:`Model`: select the vehicle's model from the drop-down menu. Once a model is selected, additional fields may appear on the form." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:29 -msgid "If the model is not listed, type in the model name, and click either :guilabel:`Create \"model\"`, or :guilabel:`Create and edit...` to :ref:`create a new model and edit the model details `." +#: ../../content/applications/hr/fleet/new_vehicle.rst:27 +msgid "To access the settings menu, go to :menuselection:`Fleet app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:32 -msgid ":guilabel:`License Plate`: enter the vehicle's license plate number in this field." +msgid "End Date Contract Alert" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:33 -msgid ":guilabel:`Tags`: select any tags from the drop-down menu, or type in a new tag. There is no limit on the amount of tags that can be selected." +#: ../../content/applications/hr/fleet/new_vehicle.rst:34 +msgid "The :guilabel:`End Date Contract Alert` field shows how many days before the end of a vehicle contract an alert should be sent. The :ref:`responsible parties ` receive an email informing them that a vehicle contract is about to expire in the number of days defined in this field." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:-1 +msgid "Settings available for the Fleet application." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:45 +msgid "Responsible parties" +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:47 +msgid "To determine the responsible person is for a contract, open an individual contract. The person listed as :guilabel:`Responsible` under the :guilabel:`Contract Information` section of the contract receives the alert." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:51 +msgid "To open a contract from a list of all contracts, navigate to :menuselection:`Fleet app --> Fleet --> Contracts` and all contracts appear in the list. Click on a :guilabel:`Contract` to open it. In the :guilabel:`Information` section of the contract, look under :guilabel:`Responsible` to see who receives expiration alerts." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:56 +msgid "An individual contract can also be opened from a specific vehicle by navigating to :menuselection:`Fleet app --> Fleet --> Fleet` and clicking on an individual vehicle. On the vehicle form, click the :guilabel:`Contracts` smart button at the top of the page. Only contracts associated with the vehicle appear in the list. Click on an individual contract to open it. The :guilabel:`Responsible` person is listed on the contract." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:65 +msgid "New Vehicle Request (Belgian Payroll - Fleet)" +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:67 +msgid "Enter the maximum fleet size that may be reached through the salary-configurator flow. When the total number of available vehicles (vehicles without an assigned driver) is equal to or below this limit, employees can request a new company car. Once the available vehicles exceeds the limit, the request option is hidden." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:73 +msgid "If the :guilabel:`New Vehicle Request` limit is set to 20 vehicles, and there are 25 vehicles available, employees cannot request a new car and must select from the 25 already available. If there are only 10 cars available, then the employee would be able to request a new vehicle." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:78 +msgid "This settings option **only** appears if the :guilabel:`Belgian-Payroll-Fleet` module is installed for the Belgian localization." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:82 +msgid "Add a vehicle" +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:84 +msgid "To add a new vehicle to the fleet from the :guilabel:`Vehicles` dashboard, click the :guilabel:`New` button in the top-left corner, and a blank vehicle form loads. Then, proceed to enter the vehicle information on the vehicle form." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:91 +msgid "Vehicle form fields" +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:93 +msgid ":guilabel:`Model`: Using the drop-down menu, select the vehicle's model. Once a model is selected, additional fields may appear on the form. If the model is not listed, type in the model name, and click either :guilabel:`Create \"model\"`, or :guilabel:`Create and edit...` to :ref:`create a new model and edit the model details `." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:97 +msgid ":guilabel:`License Plate`: Enter the vehicle's license plate number." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:98 +msgid ":guilabel:`Tags`: Select any tags from the drop-down menu, or type in a new tag. There is no limit on the amount of tags that can be selected." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:-1 msgid "The new vehicle form, showing the model section." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:41 -msgid "The :guilabel:`Model` is the only required field on the new vehicle form. When a model is selected, other fields appear on the vehicle form, and relevant information auto-populates the fields that apply to the model. If some of the fields do not appear, this may indicate there is no model selected." +#: ../../content/applications/hr/fleet/new_vehicle.rst:105 +msgid "The :guilabel:`Model` is the *only* required field on the new vehicle form. When a model is selected, other fields appear on the vehicle form, and relevant information auto-populates the fields that apply to the model. If some of the fields do not appear, this may indicate there is no model selected." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:49 -msgid "Driver section" -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:51 -msgid "This section of the vehicle form relates to the person who is currently driving the car, as well as any plans for a change in the driver in the future, and when." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:54 -msgid ":guilabel:`Driver`: select the driver from the drop-down menu, or type in a new driver and click either :guilabel:`Create \"driver\"` or :guilabel:`Create and edit...` to :ref:`create a new driver, and edit the driver details `." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:59 -msgid "A driver does **not** have to be an employee. When creating a new driver, the driver is added to the *Fleet* application, **not** the *Employees* application." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:62 -msgid "If the *Contacts* application is installed, the driver information is also stored in the *Contacts* application." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:65 -msgid ":guilabel:`Mobility Card`: if the selected driver has a mobility card listed on their employee card in the *Employees* application, the mobility card number appears in this field. If there is no mobility card listed, and one should be added, :ref:`edit the employee record ` in the *Employees* application." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:69 -msgid ":guilabel:`Future Driver`: if the next driver for the vehicle is known, select the next driver from the drop-down menu. Or, type in the next driver and click either :guilabel:`Create \"future driver\"` or :guilabel:`Create and edit...` to :ref:`create a new future driver, and edit the driver details `." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:73 -msgid ":guilabel:`Plan To Change Car`: if the current driver set for this vehicle plans to change their vehicle - either because they are waiting on a new vehicle that is being ordered, or this is a temporary vehicle assignment, and they know which vehicle they are driving next - check this box. Do **not** check this box if the current driver does not plan to change their vehicle." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:77 -msgid ":guilabel:`Assignment Date`: using the drop-down calendar, select when the vehicle is available for another driver. Select the date by navigating to the correct month and year using the :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ (right arrow)` icons. Then, click on the specific day. If this field is left blank, that indicates the vehicle is currently available, and can be reassigned to another driver. If it is populated, the vehicle is not available for another driver until the selected date." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:83 -msgid ":guilabel:`Company`: select the company from the drop-down menu. This field only appears in a multi-company database." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:89 -msgid "Create a new driver" -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:91 -msgid "If a driver is not already in the system, the new driver should first be configured and added to the database. A new driver can be added either from the :guilabel:`Driver` or :guilabel:`Future Driver` fields on the :ref:`vehicle form `." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:95 -msgid "First, type in the name of the new driver in either the :guilabel:`Driver` or :guilabel:`Future Driver` field, then click :guilabel:`Create and edit...`. A :guilabel:`Create Driver` or :guilabel:`Create Future Driver` form appears, depending on which field initiated the form." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:99 -msgid "Both the :guilabel:`Create Driver` and :guilabel:`Create Future Driver` forms are identical." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:104 -msgid "Depending on the installed applications, different tabs or fields may be visible on the :guilabel:`Create Driver` and :guilabel:`Create Future Driver` forms." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:110 -msgid "Fill out the following information on the top-half of the form:" -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:112 -msgid ":guilabel:`Individual` or :guilabel:`Company`: choose if the driver being added is an individual driver or a company. Click the radio button to make a selection." +#: ../../content/applications/hr/fleet/new_vehicle.rst:113 +msgid "Driver" msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:115 -msgid "When a selection is made, some fields may disappear from the form. If any of the fields below are not visible, that is because :guilabel:`Company` was selected instead of :guilabel:`Individual`." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:117 -msgid ":guilabel:`Name`: enter the name of the driver or company in this field." +msgid "This section of the vehicle form relates to the person who is currently driving the car, as well as any plans for a change in the driver in the future, and when." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:118 -msgid ":guilabel:`Company Name...`: using the drop-down menu, select the company the driver is associated with." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:121 -#: ../../content/applications/hr/fleet/new_vehicle.rst:147 -msgid "If the :guilabel:`Company` radio button is selected at the top of the form, this field does not appear." +msgid ":guilabel:`Driver`: Using the drop-down menu, select the driver for the vehicle. If the driver is not listed, :ref:`create the new driver, and edit the driver details `." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:123 -#: ../../content/applications/hr/fleet/service.rst:132 -msgid ":guilabel:`Contact`: enter the contact information in this section." +msgid "A driver does *not* have to be an employee. When creating a new driver, the driver is added to the **Fleet** app, *not* the **Employees** app." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:125 -#: ../../content/applications/hr/fleet/service.rst:134 -msgid "If desired, the :guilabel:`Contact` field can be changed to a different type of contact. Click on :guilabel:`Contact` to reveal a drop-down menu. The available options to select are :guilabel:`Contact`, :guilabel:`Invoice Address`, :guilabel:`Delivery Address`, :guilabel:`Follow-up Address`, or :guilabel:`Other Address`." +#: ../../content/applications/hr/fleet/new_vehicle.rst:126 +msgid "If the **Contacts** app is installed, the driver information is also stored there." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:130 -#: ../../content/applications/hr/fleet/service.rst:139 -msgid "If desired, select one of these other options for the :guilabel:`Contact` field, and enter the corresponding information." +#: ../../content/applications/hr/fleet/new_vehicle.rst:128 +msgid ":guilabel:`Mobility Card`: If the selected driver has a mobility card (such as a gas card) listed on their employee record in the **Employees** application, the mobility card number automatically appears in this field. If there is no mobility card listed, and one should be added, :ref:`edit the employee record ` in the **Employees** application." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:133 -msgid "If the :guilabel:`Company` radio button is selected at the top of the form, this field is labeled :guilabel:`Address` and cannot be modified." +#: ../../content/applications/hr/fleet/new_vehicle.rst:132 +msgid ":guilabel:`Future Driver`: If the next driver for the vehicle is known, select the next driver from the drop-down menu. Or, type in the next driver and click either :guilabel:`Create \"future driver\"` or :guilabel:`Create and edit...` to :ref:`create a new future driver, and edit the driver details `." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:136 -msgid ":guilabel:`Tax ID`: enter the driver or company's tax ID in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:137 -msgid ":guilabel:`Job Position`: enter the driver's job position in this field. If the :guilabel:`Company` radio button is selected at the top of the form, this field does not appear." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:139 -msgid ":guilabel:`Phone`: enter the driver or company's phone number in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:140 -msgid ":guilabel:`Mobile`: enter the driver or company's mobile number in this field." +#: ../../content/applications/hr/fleet/new_vehicle.rst:138 +msgid "If this field is populated, a :guilabel:`Apply New Driver` button appears on the vehicle form. Click the :guilabel:`Apply New Driver` button to change the driver information." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:141 -msgid ":guilabel:`Email`: enter the driver or company's email address in this field." +msgid ":guilabel:`Plan To Change Car`: Tick this box when the current driver already knows they'll switch to another vehicle, whether they are awaiting an ordered car, using this one only temporarily, or are leaving the company." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:142 -msgid ":guilabel:`Website`: enter the driver or company's website address in this field." +#: ../../content/applications/hr/fleet/new_vehicle.rst:144 +msgid ":guilabel:`Assignment Date`: Using the calendar selector, select when the vehicle is available for another driver. If this field is left blank, that indicates the vehicle is currently available, and can be assigned to another driver. If it is populated, the vehicle is not available for another driver until the selected date." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:143 -msgid ":guilabel:`Title`: using the drop-down menu, select the driver's title in this field. The default options are :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, :guilabel:`Mister`, and :guilabel:`Professor`." +#: ../../content/applications/hr/fleet/new_vehicle.rst:148 +msgid ":guilabel:`Company`: Select the company from the drop-down menu. This field only appears in a multi-company database." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:149 -msgid ":guilabel:`Tags`: using the drop-down menu, select any tags that apply to the driver or company." +#: ../../content/applications/hr/fleet/new_vehicle.rst:154 +msgid "Create a new driver" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:151 -#: ../../content/applications/hr/fleet/service.rst:160 -msgid "To add a new tag, type in the tag, then click :guilabel:`Create \"tag\"`." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:153 -#: ../../content/applications/hr/fleet/service.rst:162 -msgid "There is no limit to the number of tags that can be selected." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:-1 -msgid "The top portion of the create driver form." +#: ../../content/applications/hr/fleet/new_vehicle.rst:156 +msgid "If a driver is not already in the system, the new driver should first be configured and added to the database. A new driver can be added either from the :guilabel:`Driver` or :guilabel:`Future Driver` fields on the :ref:`vehicle form `." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:160 -#: ../../content/applications/hr/fleet/service.rst:173 -msgid "Contacts & Addresses tab" +msgid "First, type in the name of the new driver in either the :guilabel:`Driver` or :guilabel:`Future Driver` field, then click :guilabel:`Create and edit...`. A :guilabel:`Create Driver` or :guilabel:`Create Future Driver` form appears, depending on which field initiated the form." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:162 -msgid "After completing the top-half of the :guilabel:`Create Driver` or :guilabel:`Create Future Driver` form, add any other contacts and addresses associated with the driver or company in this tab." +#: ../../content/applications/hr/fleet/new_vehicle.rst:164 +msgid "Both the :guilabel:`Create Driver` and :guilabel:`Create Future Driver` forms are identical, and are stored in the **Contacts** app. :doc:`Configure the new contact <../../essentials/contacts>`, then click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:165 -msgid "To add a new contact, click the :guilabel:`Add` button, and a :guilabel:`Create Contact` pop-up window appears." +#: ../../content/applications/hr/fleet/new_vehicle.rst:169 +msgid "Depending on the installed applications, different tabs or fields may be visible on the :guilabel:`Create Driver` and :guilabel:`Create Future Driver` forms." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:168 -msgid "Before entering the necessary information on the form, select the type of contact being added from a series radio button options located at the top of the form. Those options are:" +#: ../../content/applications/hr/fleet/new_vehicle.rst:175 +msgid "Vehicle" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:171 -msgid ":guilabel:`Contact`: select this option to add general contact details for employees of the associated company." +#: ../../content/applications/hr/fleet/new_vehicle.rst:177 +msgid "This section captures key physical details of a vehicle. Selecting an existing Model may auto-fill some fields." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:173 -msgid ":guilabel:`Invoice Address`: select this option to add a preferred address for all invoices. When added to the form, this address is selected by default when sending an invoice to the associated company." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:176 -msgid ":guilabel:`Delivery Address`: select this option to add a preferred address for all deliveries. When added to the form, this address is selected by default when delivering an order to the associated company." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:179 -#: ../../content/applications/hr/fleet/service.rst:192 -msgid ":guilabel:`Follow-up Address`: select this option to add a preferred address for all follow-up correspondence. When added to the form, this address is selected by default when sending reminders about overdue invoices." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:182 -msgid ":guilabel:`Other Address`: select this option to add any other necessary addresses for the company or driver." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:-1 -#: ../../content/applications/hr/fleet/new_vehicle.rst:0 -#: ../../content/applications/hr/fleet/service.rst:-1 -#: ../../content/applications/hr/fleet/service.rst:0 -msgid "The create contact form with all parts filled in." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:189 -msgid "Depending on the :guilabel:`Contact Type`, some optional fields may not be visible. The available fields are identical to the fields in the :ref:`general information ` section of the new driver form." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:193 -#: ../../content/applications/hr/fleet/service.rst:206 -msgid "Add any notes to the :guilabel:`Internal notes...` section of the form." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:195 -msgid "After entering all of the information, click either :guilabel:`Save & Close` to add the one new contact, or :guilabel:`Save & New` to add the current address record and create another address record." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:199 -#: ../../content/applications/hr/fleet/service.rst:212 -msgid "As contacts are added to this tab, each contact appears in a separate box, with an icon indicating what type of contact is listed." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:203 -msgid "An :guilabel:`Invoice Address` displays a :guilabel:`💲 (dollar sign)` icon inside that specific address box, whereas a :guilabel:`Delivery Address` displays a :guilabel:`🚚 (truck)` icon inside." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:212 -#: ../../content/applications/hr/fleet/service.rst:224 -msgid "Sales & Purchase tab" -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:214 -msgid "Enter the following sales and purchasing information, in the :guilabel:`Sales & Purchase` tab of the :guilabel:`Create Driver` or :guilabel:`Create Future Driver` pop-up form for the various sections below." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:218 -msgid "Depending on the other installed applications, additional fields and sections may appear. The following are all default fields for the *Fleet* application **only**." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:222 -msgid "Sales section" -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:224 -msgid ":guilabel:`Salesperson`: using the drop-down menu, select the user who is the main point of contact for sales with this driver's company." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:227 -#: ../../content/applications/hr/fleet/service.rst:236 -msgid "This person **must** be an internal user of the company, meaning they can log into the database as a user." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:231 -#: ../../content/applications/hr/fleet/service.rst:240 -msgid "Misc" -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:233 -msgid ":guilabel:`Company ID`: if the company has an ID number, **other than** its *tax ID*, enter it in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:235 -msgid ":guilabel:`Reference`: enter any text to give more information regarding the contact person. This is an internal note to provide any additional information." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:239 -msgid "A company has several people with the same name, John Smith. The :guilabel:`Reference` field could state `John Smith at X205 - purchaser` to provide additional details." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:243 -#: ../../content/applications/hr/fleet/service.rst:252 -msgid "Internal Notes tab" -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:245 -msgid "Add any notes that pertain to the driver, or any other necessary information, in this tab." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:248 -msgid "Vehicle section" -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:250 -msgid "This section of the vehicle form relates to the physical details of the vehicle." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:252 -msgid "If a preexisting vehicle in the database was selected for the :guilabel:`Model` field in the top portion of the form, some fields may auto-populate, and additional fields may also appear." -msgstr "" - -#: ../../content/applications/hr/fleet/new_vehicle.rst:255 +#: ../../content/applications/hr/fleet/new_vehicle.rst:180 msgid "Fill in the following fields on the form:" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:257 -msgid ":guilabel:`Category`: using the drop-down menu, select the vehicle category from the available options. To create a new category, type in the new category name, then click :guilabel:`Create \"category\"`." +#: ../../content/applications/hr/fleet/new_vehicle.rst:182 +msgid ":guilabel:`Category`: Using the drop-down menu, select the vehicle category from the available options. If the **Inventory** app is installed, the category affects any configured :doc:`dispatch management system <../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch>`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:260 -msgid ":guilabel:`Order Date`: using the drop-down calendar, select the date the vehicle was ordered." +#: ../../content/applications/hr/fleet/new_vehicle.rst:186 +msgid ":guilabel:`Order Date`: Using the calendar selector, select the date the vehicle was ordered. Keeping track of how long vehicles have been in the fleet can help when making decisions on expensive repairs, or help decide when to surrender a vehicle." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:261 -msgid ":guilabel:`Registration Date`: using the drop-down calendar, select the date the vehicle was registered." +#: ../../content/applications/hr/fleet/new_vehicle.rst:189 +msgid ":guilabel:`Registration Date`: Using the calendar selector, select the date the vehicle was registered. Many regions require proper registration, so keeping track of registration dates is important." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:263 -msgid ":guilabel:`Cancellation Date`: using the drop-down calendar, select the date the vehicle lease expires, or when the vehicle is no longer available." +#: ../../content/applications/hr/fleet/new_vehicle.rst:192 +msgid ":guilabel:`Cancellation Date`: Using the calendar selector, select the date the vehicle lease expires, or when the vehicle is no longer part of the fleet (e.g., sold, plates surrendered)." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:265 -msgid ":guilabel:`Chassis Number`: enter the chassis number in the field. This is known in some countries as the :abbr:`VIN (Vehicle Identification Number)` number." +#: ../../content/applications/hr/fleet/new_vehicle.rst:194 +msgid ":guilabel:`Chassis Number`: Enter the chassis number in the field. This is known in some countries as the :abbr:`VIN (Vehicle Identification Number)` number. Every vehicle has a unique number, so in the event of a theft or accident, a vehicle can be identified with this unique number." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:267 -msgid ":guilabel:`Last Odometer`: enter the last known odometer reading in the number field. Using the drop-down menu next to the number field, select whether the odometer reading is in kilometers :guilabel:`(km)` or miles :guilabel:`(mi)`." +#: ../../content/applications/hr/fleet/new_vehicle.rst:197 +msgid ":guilabel:`Last Odometer`: Enter the last known odometer reading in the number field. Using the drop-down menu next to the number field, select whether the odometer reading is in kilometers :guilabel:`(km)` or miles :guilabel:`(mi)`. Keeping track of a vehicle's mileage is crucial when determining the value of the vehicle for both tax purposes and resale value." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:270 -msgid ":guilabel:`Fleet Manager`: select the fleet manager from the drop-down menu, or type in a new fleet manager, and click either :guilabel:`Create` or :guilabel:`Create and Edit`." +#: ../../content/applications/hr/fleet/new_vehicle.rst:201 +msgid ":guilabel:`Fleet Manager`: Select the fleet manager from the drop-down menu, or type in a new fleet manager, and click either :guilabel:`Create` or :guilabel:`Create and edit...`." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:272 -msgid ":guilabel:`Location`: type in the specific location where the vehicle is typically located in this field. The entry should clearly explain where the vehicle can be found, such as `Main Garage` or `Building 2 Parking Lot`." +#: ../../content/applications/hr/fleet/new_vehicle.rst:203 +msgid ":guilabel:`Location`: Type in the specific location where the vehicle is typically located in this field. The entry should clearly explain where the vehicle can be found, such as `Main Garage` or `Building 2 Parking Lot`. This is crucial information for companies with many locations where vehicles are stored." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:-1 @@ -4529,70 +5176,86 @@ msgstr "" msgid "The new vehicle form, showing the vehicle tax section." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:281 +#: ../../content/applications/hr/fleet/new_vehicle.rst:212 msgid "Tax Info tab" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:283 +#: ../../content/applications/hr/fleet/new_vehicle.rst:214 msgid "Depending on the localization setting for the database, and what additional applications are installed, other fields may be present on the form." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:286 +#: ../../content/applications/hr/fleet/new_vehicle.rst:217 msgid "The sections below are default and appear for all vehicles, regardless of other installed applications or localization settings." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:290 +#: ../../content/applications/hr/fleet/new_vehicle.rst:221 msgid "Fiscality" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:292 -msgid ":guilabel:`Horsepower Taxation`: enter the amount that is taxed based on the size of the vehicle's engine. This is determined by local taxes and regulations, and varies depending on the location. It is recommended to check with the accounting department to ensure this value is correct." +#: ../../content/applications/hr/fleet/new_vehicle.rst:223 +msgid ":guilabel:`Horsepower Taxation`: Enter the amount that is taxed based on the size of the vehicle's engine. This is determined by local taxes and regulations, and varies depending on the location. It is recommended to check with the accounting department to ensure this value is correct." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:297 +#: ../../content/applications/hr/fleet/new_vehicle.rst:226 +msgid ":guilabel:`Disallowed Expenses Rate`: Configure the dates and percentages of the vehicle-related costs (fuel, maintenance, depreciation, etc.) that **cannot** be deducted from the company's taxable income." +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:231 msgid "Contract" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:299 -msgid ":guilabel:`First Contract Date`: select the start date for the vehicle's first contract using the drop-down calendar. Typically this is the day the vehicle is purchased or leased." +#: ../../content/applications/hr/fleet/new_vehicle.rst:233 +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 "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:301 -msgid ":guilabel:`Catalog Value (VAT Incl.)`: enter the MSRP (Manufacturer's Suggested Retail Price) for the vehicle at the time of purchase or lease." +#: ../../content/applications/hr/fleet/new_vehicle.rst:235 +msgid ":guilabel:`Catalog Value (VAT Incl.)`: Enter the :abbr:`MSRP (Manufacturer's Suggested Retail Price)` for the vehicle at the time of purchase or lease." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:303 -msgid ":guilabel:`Purchase Value`: enter the purchase price or the value of the lease for the vehicle." +#: ../../content/applications/hr/fleet/new_vehicle.rst:237 +msgid ":guilabel:`Purchase Value`: Enter the purchase price or the original value of the lease for the vehicle." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:304 -msgid ":guilabel:`Residual Value`: enter the current value of the vehicle." +#: ../../content/applications/hr/fleet/new_vehicle.rst:239 +msgid ":guilabel:`Residual Value`: Enter the current value of the vehicle." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:307 +#: ../../content/applications/hr/fleet/new_vehicle.rst:242 msgid "The values listed above affect the accounting department. It is recommended to check with the accounting department for more information and/or assistance with these values." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:315 +#: ../../content/applications/hr/fleet/new_vehicle.rst:249 msgid "Model tab" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:317 -msgid "If the model for the new vehicle is already configured in the database, the :guilabel:`Model` tab will be populated with the corresponding information. If the model is not already in the database and the :guilabel:`Model` tab needs to be configured, :ref:`configure the new vehicle model `." +#: ../../content/applications/hr/fleet/new_vehicle.rst:251 +msgid "If the model for the new vehicle is already configured in the database, the :guilabel:`MODEL` and :guilabel:`ENGINE` sections are populated with the corresponding information. If the model is *not* already in the database and the :guilabel:`Model` tab needs to be configured, :ref:`configure the new vehicle model `." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:322 +#: ../../content/applications/hr/fleet/new_vehicle.rst:256 msgid "Check the information in the :guilabel:`Model` tab to ensure it is accurate. For example, the color of the vehicle, or if a trailer hitch is installed, are examples of common information that may need updating." msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:331 +#: ../../content/applications/hr/fleet/new_vehicle.rst:261 msgid "Note tab" msgstr "" -#: ../../content/applications/hr/fleet/new_vehicle.rst:333 +#: ../../content/applications/hr/fleet/new_vehicle.rst:263 msgid "Enter any notes for the vehicle in this section." msgstr "" +#: ../../content/applications/hr/fleet/new_vehicle.rst:269 +msgid ":doc:`../fleet/models`" +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:270 +msgid ":doc:`../fleet/service`" +msgstr "" + +#: ../../content/applications/hr/fleet/new_vehicle.rst:271 +msgid ":doc:`../fleet/accidents`" +msgstr "" + #: ../../content/applications/hr/fleet/service.rst:3 msgid "Services" msgstr "" @@ -4601,320 +5264,175 @@ msgstr "" msgid "To properly maintain a fleet of vehicles, regular maintenance as well as periodic repairs are needed. Scheduling repairs and managing services for an entire fleet is necessary to ensure all vehicles are in good working order when they are needed." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:12 +#: ../../content/applications/hr/fleet/service.rst:9 +msgid "Services, such as regular maintenance, like oil changes or tire rotations, can be logged in advance. Other repairs are logged as they occur." +msgstr "" + +#: ../../content/applications/hr/fleet/service.rst:15 msgid "Create service records" msgstr "" -#: ../../content/applications/hr/fleet/service.rst:14 +#: ../../content/applications/hr/fleet/service.rst:17 msgid "To log a service for a vehicle, go to the main :guilabel:`Services` dashboard by navigating to :menuselection:`Fleet app --> Fleet --> Services`. Open a new service form by clicking the :guilabel:`New` button in the top-left corner." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:18 +#: ../../content/applications/hr/fleet/service.rst:21 msgid "Fill out the information on the form. The only two fields that are required to be populated are :guilabel:`Service Type` and :guilabel:`Vehicle`." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:21 -msgid "The service form automatically saves as data is entered. However, the form can be saved manually at any time by clicking the :guilabel:`Save manually` option, represented by a :guilabel:`(cloud upload)` icon." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:25 +#: ../../content/applications/hr/fleet/service.rst:24 msgid "The fields on the form are:" msgstr "" -#: ../../content/applications/hr/fleet/service.rst:27 -msgid ":guilabel:`Description`: enter a brief description of the service." +#: ../../content/applications/hr/fleet/service.rst:26 +msgid ":guilabel:`Description`: Enter a brief description of the service in this field." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:28 -msgid ":guilabel:`Service Type`: select the type of service performed using the drop-down menu. Or, enter a new type of service, and click either :guilabel:`Create \"service type\"` or :guilabel:`Create and edit...` to :ref:`add the service type and configure it `." +#: ../../content/applications/hr/fleet/service.rst:27 +msgid ":guilabel:`Service Type`: Using the drop-down menu, select the type of service performed. If the desired service does not exist, enter a new type of service, and click either :guilabel:`Create \"(service type)\"` or :guilabel:`Create and edit...` to :ref:`add the service type and configure it `." msgstr "" #: ../../content/applications/hr/fleet/service.rst:33 -msgid ":guilabel:`Service Types` are **not** pre-configured in Odoo. When logging a service for the first time, the *type* of service needs to be :ref:`created ` before it can be selected." +msgid "Only one :guilabel:`Service Type` comes preconfigured in Odoo: :guilabel:`Vendor Bill`." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:37 -msgid ":guilabel:`Date`: using the calendar popover window, select the date the service was provided, or is scheduled to be performed. Navigate to the desired month using the :guilabel:`< > (arrow)` icons, then click on the date to select it." +#: ../../content/applications/hr/fleet/service.rst:35 +msgid ":guilabel:`Date`: Using the calendar selector, select the date the service was provided, or is scheduled to be performed. Navigate to the desired month using the :icon:`oi-chevron-left` :icon:`oi-chevron-right` :guilabel:`(arrow)` icons, then click on the date to select it." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:40 -msgid ":guilabel:`Cost`: enter the cost of the service." +#: ../../content/applications/hr/fleet/service.rst:38 +msgid ":guilabel:`Cost`: Enter the estimated cost of the service, if available. If the service is for a future repair, this field should be left blank. This field is updated as estimates are received, and again, when the final repair cost is known." msgstr "" #: ../../content/applications/hr/fleet/service.rst:41 -msgid ":guilabel:`Vendor`: select the vendor who performed the service using the drop-down menu. If the vendor has not already been entered in the system, type in the vendor name, and click either :guilabel:`Create` to add them, or :guilabel:`Create and edit...` to :ref:`add and configure the vendor `." +msgid ":guilabel:`Vendor`: Using the drop-down menu, select the vendor who is performing the service. If the vendor has not already been entered in the system, :ref:`add and configure the vendor `." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:45 -msgid ":guilabel:`Vehicle`: select the vehicle that was serviced from the drop-down menu. When the vehicle is selected, the :guilabel:`Driver` field is populated, and the unit of measure for the :guilabel:`Odometer Value` field appears." +#: ../../content/applications/hr/fleet/service.rst:44 +msgid ":guilabel:`Vehicle`: Using the drop-down menu, select the vehicle that was serviced. When the vehicle is selected, the :guilabel:`Driver` field is populated, and the unit of measure for the :guilabel:`Odometer Value` field appears." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:48 -msgid ":guilabel:`Driver`: the current driver listed for the selected vehicle is populated when the :guilabel:`Vehicle` is selected. If the driver needs to be changed, another driver can be selected from the drop-down menu." +#: ../../content/applications/hr/fleet/service.rst:47 +msgid ":guilabel:`Driver`: The vehicle's current driver automatically populates this field when the :guilabel:`Vehicle` is selected. If the driver needs to be changed, another driver can be selected using the drop-down menu." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:51 -msgid ":guilabel:`Odometer Value`: enter the odometer reading when the service was done. The units of measure are either in kilometers (:guilabel:`km`) or miles (:guilabel:`mi`), depending on how the selected vehicle was configured." +#: ../../content/applications/hr/fleet/service.rst:50 +msgid ":guilabel:`Odometer Value`: Enter the odometer reading from when the service was done. The units of measure are either in kilometers (:guilabel:`km`) or miles (:guilabel:`mi`), depending on how the selected vehicle was configured." msgstr "" #: ../../content/applications/hr/fleet/service.rst:55 -msgid "When the :guilabel:`Vehicle` is selected, the unit of measure for this field is populated. This comes from the vehicle form." +msgid "To change from kilometers to miles, or vice versa, click the :icon:`oi-arrow-right` :guilabel:`(Internal Link)` icon to the right of the vehicle selected in the :guilabel:`Vehicle` field." msgstr "" #: ../../content/applications/hr/fleet/service.rst:59 -msgid "To change from kilometers to miles, or vice versa, click the :guilabel:`Internal Link` button to the right of the vehicle selected in the :guilabel:`Vehicle` field." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:62 msgid "Change the unit of measure, then navigate back to the service form, via the breadcrumb links. The unit of measure is then updated in the :guilabel:`Odometer Value` field." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:65 -msgid ":guilabel:`Notes`: enter any notes for the repair at the bottom of the service form." +#: ../../content/applications/hr/fleet/service.rst:62 +msgid ":guilabel:`NOTES`: Enter any notes for the repair at the bottom of the service form. For example, this can include estimate details or parts being replaced." msgstr "" #: ../../content/applications/hr/fleet/service.rst:-1 msgid "Enter the information for a new service. The required fields are Service Type and Vehicle." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:74 +#: ../../content/applications/hr/fleet/service.rst:71 msgid "Create service type" msgstr "" -#: ../../content/applications/hr/fleet/service.rst:76 -msgid "Service types must be created from a service form. There is no other way to access the list of service types." +#: ../../content/applications/hr/fleet/service.rst:73 +msgid "The **only** method to create service types is from a :ref:`service form `." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:79 +#: ../../content/applications/hr/fleet/service.rst:75 msgid "On the :ref:`service form `, type in the name of the new :guilabel:`Service Type` in the corresponding field. Then, click :guilabel:`Create and edit...`, and a :guilabel:`Create Service Type` pop-up form appears." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:83 +#: ../../content/applications/hr/fleet/service.rst:79 msgid "The service type entered on the service form automatically populates the :guilabel:`Name` field, which can be modified, if desired." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:86 +#: ../../content/applications/hr/fleet/service.rst:82 msgid "Then, select the :guilabel:`Category` for the new service type from the drop-down menu in that field. The two default options to choose from are :guilabel:`Contract` or :guilabel:`Service`. Additional categories **cannot** be created." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:90 +#: ../../content/applications/hr/fleet/service.rst:86 msgid "If the service applies to **only** contracts or services, select the corresponding :guilabel:`Category`. If the service applies to **both** contracts *and* services, leave this field blank." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:94 +#: ../../content/applications/hr/fleet/service.rst:90 msgid "When done, click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:99 +#: ../../content/applications/hr/fleet/service.rst:95 msgid "Create vendor" msgstr "" +#: ../../content/applications/hr/fleet/service.rst:97 +msgid "When a service is performed for the first time, typically, the vendor's record has not yet been added to the database. It is best practice to add the full details for a vendor in the database, so that any necessary information can be retrieved." +msgstr "" + #: ../../content/applications/hr/fleet/service.rst:101 -msgid "When a service is done for the first time, typically, the vendor is not in the database yet. It is best practice to add the full details for a vendor in the database, so that any necessary information can be easily retrieved." +msgid "Vendors are added with the **Contacts** app. Refer to the :doc:`documentation <../../essentials/contacts>` for more details." msgstr "" #: ../../content/applications/hr/fleet/service.rst:105 -msgid "On the :ref:`service form `, type in the name of the new :guilabel:`Vendor` in the corresponding field. Then, click :guilabel:`Create and edit...`, and a :guilabel:`Create Vendor` form appears." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:109 -msgid "The vendor name entered on the service form populates the :guilabel:`Name` field, by default. This field can be modified, if desired." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:113 msgid "Different tabs or fields may be visible on the :guilabel:`Create Vendor` form, depending on what other applications are installed." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:119 -msgid "Fill out the following information in the top-half of the form:" +#: ../../content/applications/hr/fleet/service.rst:109 +msgid "View services" msgstr "" -#: ../../content/applications/hr/fleet/service.rst:121 -msgid ":guilabel:`Individual` or :guilabel:`Company`: select whether the new vendor being added is an individual or a company, by clicking the corresponding radio button." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:124 -msgid "When a selection is made, some fields may disappear from the form. If any of the fields below are not visible, that is because :guilabel:`Company` was selected, instead of :guilabel:`Individual`." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:126 -msgid ":guilabel:`Name`: enter a name for the individual or company in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:127 -msgid ":guilabel:`Company Name`: using the drop-down menu, select the company that the vendor is associated with, if any." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:130 -#: ../../content/applications/hr/fleet/service.rst:156 -msgid "If the :guilabel:`Company` radio button at the top of the form is selected, this field does not appear." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:142 -msgid "If :guilabel:`Company` is selected for the :guilabel:`Individual` or :guilabel:`Company` field, this field is labeled :guilabel:`Address`, and **cannot** be modified." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:145 -msgid ":guilabel:`Tax ID`: enter the vendor's tax ID in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:146 -msgid ":guilabel:`Job Position`: enter the vendor's job position in this field. If the :guilabel:`Company` radio button at the top of the form is selected, this field does not appear." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:148 -msgid ":guilabel:`Phone`: enter the vendor's phone number in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:149 -msgid ":guilabel:`Mobile`: enter the vendor's mobile number in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:150 -msgid ":guilabel:`Email`: enter the vendor's email address in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:151 -msgid ":guilabel:`Website`: enter the vendor's website address in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:152 -msgid ":guilabel:`Title`: using the drop-down menu, select the vendor's title in this field. The default options are :guilabel:`Doctor`, :guilabel:`Madam`, :guilabel:`Miss`, :guilabel:`Mister`, and :guilabel:`Professor`." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:158 -msgid ":guilabel:`Tags`: using the drop-down menu, select any tags that apply to the vendor." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:163 -msgid ":guilabel:`Image`: a photo of either the main contact person, or the company logo, can be added to the form. Hover over the :guilabel:`📷 (camera)` box, in the top-right of the form, to reveal a :guilabel:`✏️ (pencil)` icon, and click it. A file explorer window appears. Navigate to the desired file, then click :guilabel:`Open` to select it." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:-1 -msgid "The top portion of the create vendor form." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:175 -msgid "After the top-half of the :guilabel:`Create Vendor` form is filled out, add any other contacts and addresses associated with the vendor in this tab." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:178 -msgid "Click the :guilabel:`Add` button to add a new contact, and a :guilabel:`Create Contact` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:181 -msgid "Select one of the appropriate contact type options from the radio buttons, located at the top of the pop-up window. Those options are as follows:" -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:184 -msgid ":guilabel:`Contact`: select this option to add general contact details for employees of the associated vendor." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:186 -msgid ":guilabel:`Invoice Address`: select this option to add a preferred address for all invoices. When added to the form, this address is selected by default when sending an invoice to the associated vendor." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:189 -msgid ":guilabel:`Delivery Address`: select this option to add a preferred address for all deliveries. When added to the form, this address is selected by default when delivering an order to the associated vendor." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:195 -msgid ":guilabel:`Other Address`: select this option to add any other necessary addresses for the vendor." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:202 -msgid "If an option *other than* :guilabel:`Contact` is selected for the contact type, an :guilabel:`Address` section appears on the form. Enter the address details in the :guilabel:`Address` section." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:208 -msgid "After all of the information is added, click either :guilabel:`Save & Close` to add the one new contact, or :guilabel:`Save & New` to add the current address record and create another address record." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:216 -msgid "A :guilabel:`Delivery Address` displays a :guilabel:`⛟ (truck)` icon inside that specific address box, whereas an :guilabel:`Invoice Address` displays a :guilabel:`💵 (dollar bill)` icon inside." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:226 -msgid "Enter the following sales and purchasing information for the various sections below. Depending on the other installed applications, additional fields and sections may appear. The following are all default fields for the *Fleet* application only." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:231 -msgid "Sales" -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:233 -msgid ":guilabel:`Salesperson`: using the drop-down menu, select a user as the main point of contact for sales with this vendor." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:242 -msgid ":guilabel:`Company ID`: if the company has an ID number **other than** its *tax ID*, enter it in this field." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:244 -msgid ":guilabel:`Reference`: enter any text to give more information regarding the contact. This is an internal note to provide any additional information." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:248 -msgid "A company has several people with the same name, Mary Jones. The :guilabel:`Reference` field could state `Mary Jones at X108 - returns` to provide additional details." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:254 -msgid "Add any notes that pertain to the vendor, or any other necessary information, in this tab." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:257 -msgid "List of services" -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:259 +#: ../../content/applications/hr/fleet/service.rst:111 msgid "To view all services logged in the database, including old and new requests, navigate to :menuselection:`Fleet app --> Fleet --> Services`. All services appear in a list view, including all the details for each service." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:263 +#: ../../content/applications/hr/fleet/service.rst:115 msgid "The service records are grouped by :ref:`service type `. The number of repairs for each service type appears in parentheses after the name of the service type." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:266 +#: ../../content/applications/hr/fleet/service.rst:118 msgid "Each service listed displays the following information:" msgstr "" -#: ../../content/applications/hr/fleet/service.rst:268 +#: ../../content/applications/hr/fleet/service.rst:120 msgid ":guilabel:`Date`: the date that the service, or repair, was performed (or requested to be performed)." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:270 +#: ../../content/applications/hr/fleet/service.rst:122 msgid ":guilabel:`Description`: a short description of the specific type of service, or repair, performed to clarify the specific service." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:272 +#: ../../content/applications/hr/fleet/service.rst:124 msgid ":guilabel:`Service Type`: the type of service, or repair, performed. This is selected from a list of services that :ref:`must be configured `." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:274 +#: ../../content/applications/hr/fleet/service.rst:126 msgid ":guilabel:`Vehicle`: the specific vehicle the service was performed on." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:275 +#: ../../content/applications/hr/fleet/service.rst:127 msgid ":guilabel:`Driver`: the current driver for the vehicle." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:276 +#: ../../content/applications/hr/fleet/service.rst:128 msgid ":guilabel:`Vendor`: the specific vendor who performed the service, or repair." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:277 +#: ../../content/applications/hr/fleet/service.rst:129 msgid ":guilabel:`Notes`: any information associated with the service, or repair, that is documented to add clarification." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:279 +#: ../../content/applications/hr/fleet/service.rst:131 msgid ":guilabel:`Cost`: the total cost of the service, or repair." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:280 +#: ../../content/applications/hr/fleet/service.rst:132 msgid ":guilabel:`Stage`: the status of the service, or repair. Options are :guilabel:`New`, :guilabel:`Running`, :guilabel:`Done`, or :guilabel:`Cancelled`." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:283 +#: ../../content/applications/hr/fleet/service.rst:135 msgid "At the bottom of the :guilabel:`Cost` column, the total cost of all services and repairs are listed." msgstr "" @@ -4922,260 +5440,6 @@ msgstr "" msgid "The full list of services in the Odoo database." msgstr "" -#: ../../content/applications/hr/fleet/service.rst:290 -msgid "View services" -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:292 -msgid "It is recommended to view the list of services in one of several pre-configured ways to better view the information presented. In the top-right corner of the list, there are several icons that when clicked, sort the data in different ways." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:-1 -msgid "The icons in the top right corner than can be clicked to present the information in\n" -"different ways." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:304 -msgid "The default view of the service records is a list view. This presents all the services, first grouped alphabetically by type of service, then grouped by status." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:307 -msgid "The information can be re-sorted by any column. At the top of each column, hover over the column name, and an arrow appears in the far-right of that column. Click the arrow to sort the data by that specific column." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:311 -msgid "The default sorting is in descending alphabetical order (A to Z), represented by a :guilabel:`⌄ (down arrow)` icon. Click the :guilabel:`⌄ (down arrow)` icon to reverse the alphabetical order (Z to A). The :guilabel:`⌄ (down arrow)` icon changes to an :guilabel:`^ (up arrow)` icon." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:315 -msgid "The two exceptions to this sorting are the default :guilabel:`Date` column and the :guilabel:`Cost` column. The :guilabel:`Date` column sorts the information in chronological order (January to December), instead of alphabetical order. The :guilabel:`Cost` column sorts the information by repair price, from lowest to highest." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:321 -#: ../../content/applications/hr/fleet/service.rst:401 -msgid "Add a service" -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:323 -msgid "To add a service record from the list view, click the :guilabel:`New` button, and a service form loads. :ref:`Enter all the information ` on the service form." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:326 -msgid "The form automatically saves as data is entered." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:331 -msgid "To view services by their stage, click the :guilabel:`Kanban` button, which is the second icon in the top-right corner, and appears as two different length bars beneath a line." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:334 -msgid "All services are organized by service type, and appear in the corresponding Kanban column." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:336 -msgid "The number of repairs for each type of service appears in the far-right of each Kanban column header." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:339 -msgid "The collective status of the scheduled activities for each service type appears in the color-coded bar beneath each Kanban column title. Repairs with activities scheduled in the future appear green, activities due today appear yellow, overdue activities appear red, and repairs with no activities scheduled appear gray." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:344 -msgid "Each Kanban card displays a color-coded activity-related icon, such as a :guilabel:`🕘 (clock)` icon or :guilabel:`📞 (phone)` icon, for example. These icons indicate both the type of scheduled activity and the status. The status of the activity corresponds to the colors in the status bar. Click on an activity icon to view the details of that specific activity." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:349 -msgid "The length of the color bar is proportionate to the number of corresponding activities with that specific status in that particular stage. Hover over a color section to reveal the number of service records in that specific grouping." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:-1 -msgid "The service records presented in a Kanban view." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:357 -msgid "To view **only** the records with a specific status, click the desired color bar section. The background color for the column changes to a pale hue of the same color (either green, yellow, red, or gray), and the color bar appears striped instead of solid. **Only** repairs and services with the selected status appear in the column." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:-1 -msgid "The oil change service records showing only repairs with past-due activities." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:369 -msgid "Schedule activities" -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:371 -msgid "To schedule an activity for a repair or service from the Kanban view, click the activity icon in the lower-right corner of the service record, and click :guilabel:`+ Schedule an activity`. A :guilabel:`Schedule Activity` pop-up window appears." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:376 -msgid "Depending on what kind of activity, if any, is scheduled, the activity icon may appear differently. For example, a :guilabel:`📞 (phone)` appears if a phone call is scheduled, or an :guilabel:`✉️ (envelope)` appears if an email is scheduled." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:382 -msgid ":guilabel:`Activity Type`: using the drop-down menu, select the activity being scheduled. The default options are :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, :guilabel:`To-Do`, and :guilabel:`Upload Document`." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:385 -msgid ":guilabel:`Summary`: enter a short description of the activity, such as `Schedule oil change`." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:386 -msgid ":guilabel:`Due Date`: using the calendar popover, select the date the activity must be completed. Using the :guilabel:`< (left)` and :guilabel:`> (right)` arrow icons, navigate to the desired month, then click on the date to select it." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:389 -msgid ":guilabel:`Assigned to`: using the drop-down menu, select the user responsible for the activity." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:390 -msgid ":guilabel:`Notes`: add any notes or details in the blank area in the bottom-half of the form." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:392 -msgid "When the :guilabel:`Schedule Activity` is completed, click :guilabel:`Schedule` to schedule the activity, or click :guilabel:`Done & Schedule Next` to schedule the current activity and schedule another activity for the same repair." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:397 -msgid "For more detailed information regarding activities, refer to the main :doc:`activities <../../essentials/activities>` document." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:403 -msgid "A new repair can be added from this view. Click the :guilabel:`➕ (plus icon)` in the top-right corner of the Kanban column, and a new block appears at the top of the column, beneath the Kanban title." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:407 -msgid "Enter a :guilabel:`Title` for the service or repair, then click :guilabel:`Add`. A :guilabel:`Create` service form appears in a pop-up window. :ref:`Enter all the information ` on the service form, then click :guilabel:`Save & Close` to add the record. The new record now appears in the Kanban column." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:413 -msgid "Graph view" -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:415 -msgid "Another way to view the data is in a graph. To change to the graph view, click the :guilabel:`Graph` icon, which is the third icon in the top-right, and appears as a small graph." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:418 -msgid "The default graph view displays the service information in a stacked bar chart, grouped by :guilabel:`Service Type`. The X-axis represents the :guilabel:`Service Type` and the Y-axis represents the :guilabel:`Cost`." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:422 -msgid "Each column visually represents the total cost for all repairs and services for that specific :guilabel:`Service Type`. Hover over any bar to reveal a popover window that displays the total :guilabel:`Cost` for the service and repairs the bar represents." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:426 -msgid "The graph can change to either a :guilabel:`Line Chart` or a :guilabel:`Pie Chart` by clicking the corresponding button above the graph. Additionally, the graph can display the data in either :guilabel:`Stacked`, :guilabel:`Descending`, or :guilabel:`Ascending` order, by clicking the corresponding buttons." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:-1 -msgid "A bar chart view of the services and repairs, with the various option buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:436 -msgid "Pivot view" -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:438 -msgid "Another way to view the service data is in a spreadsheet pivot table. Click the :guilabel:`Pivot` icon, which is the fourth icon in the top-right, and appears as a small spreadsheet." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:441 -msgid "The default way the data is presented shows the total cost of each type of service. The horizontal rows represent the various types of service, with a different service type in its own line. The vertical columns represent the total costs for each specific type of service, further divided by the type of service." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:-1 -msgid "The default pivot table view of the services." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:450 -msgid "The table can either be inserted in a spreadsheet or downloaded, if desired." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:452 -msgid "To add the pivot table to a spreadsheet in Odoo, first, the appearance of the pivot table must change. The default pivot table view does not allow it to be inserted into a spreadsheet (the :guilabel:`Insert in Spreadsheet` button is grayed out)." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:456 -msgid "First, click the :guilabel:`➖ (minus)` icon to the left of :guilabel:`Total` at the top of the pivot table. This collapses the service types, leaving only a single :guilabel:`Cost` column visible." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:459 -msgid "Then, click the :guilabel:`Insert in Spreadsheet` button, which is no longer grayed out, and a :guilabel:`Select a spreadsheet to insert your pivot` pop-up window appears. Two tabs are visible in this pop-up window, a :guilabel:`Spreadsheets` tab and a :guilabel:`Dashboards` tab." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:463 -msgid "Click the desired tab to indicate where the spreadsheet should be placed, either in a :guilabel:`Spreadsheet` or on a :guilabel:`Dashboard`. After clicking the desired option, click :guilabel:`Confirm`. The spreadsheet then loads on the screen." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:468 -msgid "Spreadsheets are stored in Odoo's *Documents* application, while dashboards are stored in Odoo's *Dashboards* application." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:471 -msgid "Click :guilabel:`Services` in the top-left corner to navigate back to the previous pivot table view." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:473 -msgid "To download the table in an *xlsx* format, click the download xlsx icon, represented by a :guilabel:`⬇️ (down arrow above a line)` icon." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:477 -msgid "For more detailed information regarding reporting, refer to the main :doc:`reporting <../../essentials/reporting>` document." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:481 -msgid "Activity view" -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:483 -msgid "To view the scheduled activities for services or repairs, click the :guilabel:`🕗 (clock)` activity icon in the top-right corner of the screen. This presents all activities, organized by vehicle and activity type." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:487 -msgid "The vertical columns are organized by activity type, and the horizontal lines are organized by vehicle." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:490 -msgid "The entries are color-coded according to the status of each activity. Green activities are scheduled in the future, yellow activities are due today, and red activities are overdue." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:493 -msgid "The user responsible for the activity appears in a photo in the lower-left corner of each activity entry." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:496 -msgid "The due date of each activity is written in the top-center of each activity entry." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:498 -msgid "A color-coded bar at the top of each activity column indicates the status of the activities within that column." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:501 -msgid "The number of activities for each activity type is written on the right side of the color-coded bar beneath the column name." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:-1 -msgid "The activity view, with the columns called out, and an activity box highlighted." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:509 -msgid "Schedule an activity" -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:511 -msgid "To add a service record from the activity view, click :guilabel:`+ Schedule an activity` in the bottom-left corner of the list, and a :guilabel:`Search: Services` pop-up window loads. Click the service that the activity is being scheduled for, and a :guilabel:`Schedule Activity` form loads." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:515 -msgid ":ref:`Enter all the information ` on the activity form." -msgstr "" - -#: ../../content/applications/hr/fleet/service.rst:517 -msgid "When the form is complete, click the :guilabel:`Schedule` button. Then, both pop-up windows close, and the activity now appears on the activity view." -msgstr "" - #: ../../content/applications/hr/frontdesk.rst:5 msgid "Frontdesk" msgstr "" @@ -5417,6 +5681,13 @@ msgstr "" msgid "This is a security measure designed to prevent unauthorized access to the database." msgstr "" +#: ../../content/applications/hr/frontdesk.rst:213 +#: ../../content/applications/hr/payroll/reporting.rst:3 +#: ../../content/applications/hr/referrals/reporting.rst:3 +#: ../../content/applications/hr/time_off.rst:511 +msgid "Reporting" +msgstr "" + #: ../../content/applications/hr/frontdesk.rst:215 msgid "The **Frontdesk** application has two reports available: :guilabel:`Visitors` and :guilabel:`Drinks`." msgstr "" @@ -6057,7 +6328,7 @@ msgid ":doc:`user-accounts`" msgstr "" #: ../../content/applications/hr/lunch/orders.rst:5 -#: ../../content/applications/hr/lunch/vendors.rst:76 +#: ../../content/applications/hr/lunch/vendors.rst:75 msgid "Orders" msgstr "" @@ -6312,74 +6583,74 @@ msgid "Products" msgstr "" #: ../../content/applications/hr/lunch/products.rst:5 -msgid "Odoo's *Lunch* app does **not** come with any products preconfigured. The individual products being offered must first be configured before orders can be placed." +msgid "Odoo's **Lunch** app does *not* come with any products preconfigured. The individual products being offered must first be configured before orders can be placed." msgstr "" #: ../../content/applications/hr/lunch/products.rst:8 -msgid "To add and configure products for the *Lunch* app, navigate to :menuselection:`Lunch app --> Configuration --> Products`. Next, click the :guilabel:`New` button in the top-left corner, and a blank product form loads." +msgid "To add and configure products for the **Lunch** app, navigate to :menuselection:`Lunch app --> Configuration --> Products`. Next, click the :guilabel:`New` button in the top-left corner, and a blank product form loads." msgstr "" #: ../../content/applications/hr/lunch/products.rst:14 -msgid ":guilabel:`Product Name`: enter the name for the product. This field is **required**." +msgid ":guilabel:`Product Name`: Enter the name for the product. This field is **required**." msgstr "" #: ../../content/applications/hr/lunch/products.rst:15 -msgid ":guilabel:`Product Category`: using the drop-down menu, select the :ref:`category ` this product falls under. This field is **required**." +msgid ":guilabel:`Product Category`: Using the drop-down menu, select the :ref:`category ` this product falls under. This field is **required**." msgstr "" #: ../../content/applications/hr/lunch/products.rst:17 -msgid ":guilabel:`Vendor`: using the drop-down menu, select the vendor that supplies this product. This field is **required**." +msgid ":guilabel:`Vendor`: Using the drop-down menu, select the vendor that supplies this product. This field is **required**." msgstr "" #: ../../content/applications/hr/lunch/products.rst:19 -msgid ":guilabel:`Price`: enter the price for the product. The currency is determined by the company's localization." +msgid ":guilabel:`Price`: Enter the price for the product. The currency is determined by the company's localization." msgstr "" #: ../../content/applications/hr/lunch/products.rst:21 -msgid ":guilabel:`Description`: enter a description of the product in this field. This description appears beneath the product photo when users are viewing the day's options." +msgid ":guilabel:`Description`: Enter a description of the product in this field. This description appears beneath the product photo when users are viewing the day's options." msgstr "" #: ../../content/applications/hr/lunch/products.rst:23 -msgid ":guilabel:`New Until`: using the calendar popover, select the date on which the product is no longer labeled as new. Until this date, a green `New` tag appears on the product." +msgid ":guilabel:`New Until`: Using the calendar popover, select the date on which the product is no longer labeled as new. Until this date, a green `New` tag appears on the product." msgstr "" #: ../../content/applications/hr/lunch/products.rst:25 -msgid ":guilabel:`Company`: if the product should only be available to a specific company, select it from the drop-down menu. If this field is left blank, this product is available for all companies in the database." +msgid ":guilabel:`Company`: Using the drop-down menu, select the companies this product is available for. If this field is left blank, this product does **not** appear for **any** company." msgstr "" -#: ../../content/applications/hr/lunch/products.rst:28 -msgid "**Image**: hover over the image box in the top-right corner of the form, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file explorer pop-up window appears. Navigate to the image, then click :guilabel:`Open`." +#: ../../content/applications/hr/lunch/products.rst:27 +msgid "**Image**: Hover over the image box in the top-right corner of the form, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. A file explorer pop-up window appears. Navigate to the image, then click :guilabel:`Open`." msgstr "" #: ../../content/applications/hr/lunch/products.rst:-1 msgid "A product form filled out for a nine inch pizza." msgstr "" -#: ../../content/applications/hr/lunch/products.rst:39 +#: ../../content/applications/hr/lunch/products.rst:37 msgid "Product categories" msgstr "" -#: ../../content/applications/hr/lunch/products.rst:41 -msgid "Product categories organize the offerings in the *Lunch* app, and allows users to quickly filter them when reviewing the menu for the day." +#: ../../content/applications/hr/lunch/products.rst:39 +msgid "Product categories organize the offerings in the **Lunch** app, and allows users to filter offerings when reviewing the menu for the day." msgstr "" -#: ../../content/applications/hr/lunch/products.rst:44 +#: ../../content/applications/hr/lunch/products.rst:42 msgid "To add or modify categories, navigate to :menuselection:`Lunch app --> Configuration: Product Categories`. The available categories appear in a list view." msgstr "" -#: ../../content/applications/hr/lunch/products.rst:47 -msgid "In the *Lunch* app, there are four default categories: :guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." +#: ../../content/applications/hr/lunch/products.rst:45 +msgid "In the **Lunch** app, there are four default categories: :guilabel:`Sandwich`, :guilabel:`Pizza`, :guilabel:`Burger`, and :guilabel:`Drinks`." msgstr "" -#: ../../content/applications/hr/lunch/products.rst:50 +#: ../../content/applications/hr/lunch/products.rst:48 msgid "To add a new category, click the :guilabel:`New` button in the top-left corner, and a blank category form loads." msgstr "" -#: ../../content/applications/hr/lunch/products.rst:53 +#: ../../content/applications/hr/lunch/products.rst:51 msgid "Enter a name in the :guilabel:`Product Category` field. If the category is company-specific and should only appear for a certain company, select the :guilabel:`Company` from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch/products.rst:56 +#: ../../content/applications/hr/lunch/products.rst:54 msgid "If desired, add a photo for the category. Hover over the image box in the top-right, and click the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears. This opens a file explorer pop-up window. Navigate to the image, then click :guilabel:`Open`." msgstr "" @@ -6516,75 +6787,75 @@ msgid "Vendors" msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:5 -msgid "Before :doc:`products can be added ` to the *Lunch* app, the restaurants that provide the food **must** be configured." +msgid "Before :doc:`products can be added ` to the **Lunch** app, the restaurants that provide the food needs to be configured." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:8 -msgid "To add a new vendor, first navigate to :menuselection:`Lunch app --> Configuration --> Vendors`. Here, all currently configured vendors for the *Lunch* app appear in a default Kanban view. To change to a list view, click the :icon:`oi-view-list` :guilabel:`(list)` icon in the top-right corner." +msgid "To add a new vendor, first navigate to :menuselection:`Lunch app --> Configuration --> Vendors`. Here, all currently configured vendors for the **Lunch** app appear in a default Kanban view. To change to a list view, click the :icon:`oi-view-list` :guilabel:`(List)` icon in the top-right corner." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:14 -msgid "No vendors are preconfigured in the *Lunch* app, so all vendors **must** be added to the database." +msgid "No vendors are preconfigured in the **Lunch** app, so all vendors **must** be added to the database." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:17 -msgid "To add a new vendor, click the :guilabel:`New` button in the top-left corner, and a new lunch supplier form loads." +msgid "A placeholder :guilabel:`Lunch Supplier` card appears on the :guilabel:`Vendors` dashboard, by default. Click on this card, and configure the following fields on the vendor form:" msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:20 -msgid "Fill out the following fields on the vendor form:" -msgstr "" - -#: ../../content/applications/hr/lunch/vendors.rst:22 msgid ":ref:`Vendor information `" msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:23 +#: ../../content/applications/hr/lunch/vendors.rst:21 msgid ":ref:`Availability `" msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:24 +#: ../../content/applications/hr/lunch/vendors.rst:22 msgid ":ref:`Orders `" msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:25 +#: ../../content/applications/hr/lunch/vendors.rst:23 msgid ":ref:`Extras `" msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:30 +#: ../../content/applications/hr/lunch/vendors.rst:25 +msgid "After the first vendor is configured, add more vendors by clicking the :guilabel:`New` button in the top-left corner, and configure the new lunch supplier form. Repeat for all needed vendors." +msgstr "" + +#: ../../content/applications/hr/lunch/vendors.rst:31 msgid "Vendor information" msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:32 -msgid ":guilabel:`Vendor`: enter a name for the vendor." -msgstr "" - #: ../../content/applications/hr/lunch/vendors.rst:33 -msgid ":guilabel:`Vendor` (beneath the line for vendor name): select the vendor from the drop-down menu. If the vendor has not already been entered in the system, type in the vendor name, and click either :guilabel:`Create \"new vendor name\"` to add them. Alternatively, click :guilabel:`Create and edit...` to create the vendor, and edit the vendor form. The vendor form allows for more detail, aside from the name, to be entered, such as contact information." +msgid ":guilabel:`Vendor`: Enter a name for the vendor in this field." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:40 +#: ../../content/applications/hr/lunch/vendors.rst:34 +msgid ":guilabel:`Vendor` (beneath the line for vendor name): Using the drop-down menu, select the corresponding vendor in the **Contacts** app. If the vendor has not already been created, type in the vendor name, and click :guilabel:`Create \"new vendor name\"` to add them. Alternatively, click :guilabel:`Create and edit...` to create the vendor and edit the vendor contact form. The vendor contact form allows for more details to be entered, such as contact information." +msgstr "" + +#: ../../content/applications/hr/lunch/vendors.rst:41 msgid "If a selection is made to the drop-down :guilabel:`Vendor` field, the :guilabel:`Vendor` text field (above, for the vendor's name) updates with the name of the vendor chosen from the drop-down menu." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:44 -msgid "The list of vendors that is presented in the drop-down menu is pulled from the *Contacts* application." -msgstr "" - -#: ../../content/applications/hr/lunch/vendors.rst:47 -msgid ":guilabel:`Address`: enter the vendor's address in the various fields." +#: ../../content/applications/hr/lunch/vendors.rst:45 +msgid "The list of vendors that is presented in the drop-down menu is pulled from the **Contacts** application." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:48 -msgid ":guilabel:`Email`: enter the vendor's email." +msgid ":guilabel:`Address`: Enter the vendor's address in the various fields." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:49 -msgid ":guilabel:`Phone`: enter the vendor's phone number." +msgid ":guilabel:`Email`: Enter the vendor's email in this field." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:50 -msgid ":guilabel:`Company`: if this vendor is only available to a specific company, select the company from the drop-down menu. If this field is left blank, the vendor's items are available to **all** companies." +msgid ":guilabel:`Phone`: Enter the vendor's phone number in this field." +msgstr "" + +#: ../../content/applications/hr/lunch/vendors.rst:51 +msgid ":guilabel:`Company`: If this vendor is only available to a specific company, select the company from the drop-down menu. If this field is left blank, the vendor's items are available to **all** companies. This field **only** appears in a multi-company database." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:-1 @@ -6607,76 +6878,76 @@ msgstr "" msgid "The default view of the availability section, with Mon-Fri enabled." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:78 +#: ../../content/applications/hr/lunch/vendors.rst:77 msgid "The :guilabel:`ORDERS` section of the vendor form details which locations the vendor is available for, in addition to how and when orders are placed and received." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:81 -msgid ":guilabel:`Delivery`: using the drop-down menu, select :guilabel:`Delivery` if the vendor delivers to the office, or select :guilabel:`No Delivery` if orders must be picked up." +#: ../../content/applications/hr/lunch/vendors.rst:80 +msgid ":guilabel:`Delivery`: Using the drop-down menu, select :guilabel:`Delivery` if the vendor delivers to the office, or select :guilabel:`No Delivery` if orders must be picked up." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:83 -msgid ":guilabel:`Location`: select which locations are able to order from this vendor. Multiple locations can be selected. If this field is left blank, **all** locations can order from the vendor." +#: ../../content/applications/hr/lunch/vendors.rst:82 +msgid ":guilabel:`Location`: Select which locations are able to order from this vendor. Multiple locations can be selected. If this field is left blank, **all** locations can order from the vendor." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:88 +#: ../../content/applications/hr/lunch/vendors.rst:87 msgid "An `HQ Office` location is created by default when creating a database, and is available to select from the list." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:91 -msgid ":guilabel:`Send Order By`: click the radio button to select how orders are sent to the vendor. The available options are :guilabel:`Phone` or :guilabel:`Email`." +#: ../../content/applications/hr/lunch/vendors.rst:90 +msgid ":guilabel:`Send Order By`: Click the radio button to select how orders are sent to the vendor. The available options are :guilabel:`Phone` or :guilabel:`Email`." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:93 -msgid ":guilabel:`Order Time`: this field **only** appears if :guilabel:`Email` is selected in the :guilabel:`Send Order By` field. Enter the time that an order must be emailed for it to be accepted. Enter the time in the following format: `HH:MM`. Then select either :guilabel:`AM` or :guilabel:`PM` from the drop-down menu, next to the time field." +#: ../../content/applications/hr/lunch/vendors.rst:92 +msgid ":guilabel:`Order Time`: This field **only** appears if :guilabel:`Email` is selected in the :guilabel:`Send Order By` field. Enter the time that an order must be emailed for it to be accepted. Enter the time in the following format: `HH:MM`. Then select either :guilabel:`AM` or :guilabel:`PM` from the drop-down menu, next to the time field." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:-1 msgid "The orders section of a vendor form, with all fields filled out." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:105 +#: ../../content/applications/hr/lunch/vendors.rst:103 msgid "Extras" msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:107 -msgid "When ordering an item in the *Lunch* app, optional extra items, sometimes referred to as *add-ons*, can be shown. These can be configured in any manner that suits the products being offered." +#: ../../content/applications/hr/lunch/vendors.rst:105 +msgid "When ordering an item in the **Lunch** app, optional extra items, sometimes referred to as *add-ons*, can be shown. These can be configured in any manner that suits the products being offered." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:110 +#: ../../content/applications/hr/lunch/vendors.rst:109 msgid "By default, Odoo allows for three types of extra items, which can be thought of as *categories*. By default, the first type (or *category*) of add-ons is labeled `Extras`, the second is labeled `Beverages`, and the third is labeled `Extra Label 3`." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:115 +#: ../../content/applications/hr/lunch/vendors.rst:114 msgid "When configuring the extras, it is important to keep in mind that all the extras configured appear for **every item** offered by the vendor. That means that only items which apply to **all** products from the vendor should be added." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:122 +#: ../../content/applications/hr/lunch/vendors.rst:121 msgid "Configure extras" msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:124 +#: ../../content/applications/hr/lunch/vendors.rst:123 msgid "Enter the following information for each of the three available extra sections:" msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:126 -msgid ":guilabel:`Extra (#) Label`: enter a name for the type of extra, such as `Toppings`. This can be thought of as a *category*." +#: ../../content/applications/hr/lunch/vendors.rst:125 +msgid ":guilabel:`Extra (#) Label`: Enter a name for the type of extra, such as `Toppings`. This can be thought of as a *category*." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:128 -msgid ":guilabel:`Extra (#) Quantity`: select how the extras are selected. The options are:" +#: ../../content/applications/hr/lunch/vendors.rst:127 +msgid ":guilabel:`Extra (#) Quantity`: Select how the extras are selected. The options are:" +msgstr "" + +#: ../../content/applications/hr/lunch/vendors.rst:129 +msgid ":guilabel:`None or More`: Select this option if the user is not required to make a selection." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:130 -msgid ":guilabel:`None or More`: select this if the user is not required to make a selection." -msgstr "" - -#: ../../content/applications/hr/lunch/vendors.rst:131 -msgid ":guilabel:`One or More`: select this to **require** the user to make **at least one** selection." +msgid ":guilabel:`One or More`: Select this option to **require** the user to make **at least one** selection." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:132 -msgid ":guilabel:`Only One`: select this to **require** the user to **make only one** selection." +msgid ":guilabel:`Only One`: Select this option to **require** the user to make **only one** selection." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:135 @@ -6703,8 +6974,8 @@ msgstr "" msgid "The first of the extras configured for pizza toppings." msgstr "" -#: ../../content/applications/hr/lunch/vendors.rst:156 -msgid "The pizzeria also offers a free beverage with any purchase. To set this up, the :guilabel:`Extra 2 Label` is set to `Beverages`, and the :guilabel:`Extra 1 Quantity` is set to :guilabel:`Only One`. The various beverage choices are added, and the cost for each remains zero." +#: ../../content/applications/hr/lunch/vendors.rst:155 +msgid "The pizzeria also offers a free beverage with any purchase. To set this up, the :guilabel:`Extra 2 Label` is set to `Beverages`, and the :guilabel:`Extra 2 Quantity` is set to :guilabel:`Only One`. The various beverage choices are added, and the cost for each remains zero." msgstr "" #: ../../content/applications/hr/lunch/vendors.rst:0 @@ -7184,10 +7455,6 @@ msgstr "" msgid "New working schedule form." msgstr "" -#: ../../content/applications/hr/payroll.rst:389 -msgid "Salary" -msgstr "" - #: ../../content/applications/hr/payroll.rst:394 msgid "Structure types" msgstr "" @@ -11259,10 +11526,6 @@ msgstr "" msgid ":guilabel:`FFE Employer Type` (Fonds de Fermeture d'Entreprise)" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:977 -msgid "Employee" -msgstr "" - #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:979 msgid "Additionally, each employee must be assigned to a valid working address, identified with a DmfA code, in their employee record. This operating unit must be linked to a valid ONSS identification number to ensure compliance with declaration requirements. Failing to configure this properly may result in errors during the declaration submission process." msgstr "" @@ -16933,6 +17196,10 @@ msgstr "" msgid "If the **Documents** application *is* installed, the spreadsheet has the option to be stored in either the **Dashboards** app or **Documents** app." msgstr "" +#: ../../content/applications/hr/payroll/reporting.rst:190 +msgid "Filters" +msgstr "" + #: ../../content/applications/hr/payroll/reporting.rst:192 msgid "At the top of each report, the default filters are shown inside the :guilabel:`Search...` box." msgstr "" @@ -18298,6 +18565,10 @@ msgstr "" msgid "Any additional details or notes that should be added to the applicant's card can be typed into this field." msgstr "" +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:167 +msgid "Skills tab" +msgstr "" + #: ../../content/applications/hr/recruitment/add-new-applicants.rst:169 msgid "Skills can be added to the applicant's card. For details on adding skills, refer to the :ref:`Create new employees ` document." msgstr "" @@ -19815,10 +20086,6 @@ msgstr "" msgid "Users with either :guilabel:`Referral User`, :guilabel:`Officer`, or :guilabel:`Administrator` access rights for the *Recruitment* application have access to the *Referrals* application. Only users with :guilabel:`Administrator` access rights for the *Recruitment* application have access to the :doc:`reporting ` and configurations menus. For more information on users and access rights, refer to these documents: :doc:`../general/users` and :doc:`../general/users/access_rights`." msgstr "" -#: ../../content/applications/hr/referrals.rst:28 -msgid "Onboarding" -msgstr "" - #: ../../content/applications/hr/referrals.rst:30 msgid "When opening the *Referrals* application for the first time, a pre-configured onboarding script appears. This is in the form of four slides, each explaining the different parts of the *Referrals* application. At the top of the dashboard, the following message is displayed throughout all the onboarding slides: :guilabel:`GATHER YOUR TEAM! Job Referral Program`. Behind this main message is an image, and beneath it some more explanatory text." msgstr "" diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index ee8452ba4..d7158a9be 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 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-04-30 14:37+0000\n" +"POT-Creation-Date: 2025-06-12 07:10+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -90,6 +90,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/barcode_nomenclature.rst:38 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:52 #: ../../content/applications/inventory_and_mrp/barcode/setup/hardware.rst:41 +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:11 #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:14 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/package.rst:38 #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:20 @@ -2379,76 +2380,519 @@ msgstr "" msgid "After completing the steps, conduct a test scan to verify the Cipherlab scanner is working as intended." msgstr "" +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:3 +msgid "Operation types and commands" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:5 +msgid "Inventory operations, like :doc:`receipts and delivery orders <../../inventory/shipping_receiving/daily_operations/receipts_delivery_one_step>`, as well as commands, like validating a transfer or putting products in packages, can be performed by scanning barcodes through the **Barcode** app. This allows employees to handle tasks and access menus without the need to touch a screen or use the **Inventory** app on a computer, and allows workflow streamlining by putting operation barcodes in the appropriate physical location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:-1 +msgid "Printable barcodes for Receipts, Delivery Orders, and Manufacturing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:18 +msgid "Configuring operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:20 +msgid "*Operation types* in the **Inventory** and **Barcode** apps define actions that will change the state of products in inventory. Which operation types are available to print will depend on the settings of the database. By default, barcodes can be printed for *Receipts (WHIN)*, *Delivery Orders (WHOUT)*, and *Manufacturing (WHMANUF)*. The *Internal Transfers (WHINT)* and *Pick (WHPICK)* operations can also be enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:27 +msgid "Both *Internal Transfers (WHINT)* and *Pick (WHPICK)* operations require :doc:`location barcodes ` to scan." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:31 +msgid "Internal transfers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:33 +msgid "The *Internal Transfers (WHINT)* operation barcode is available if the database is using the *Storage Locations* feature to designate where products are located in the inventory. To enable this setting, go to :menuselection:`Inventory app --> Configuration --> Settings`, then, in the :guilabel:`Warehouse` section, tick the :guilabel:`Storage Locations` option." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:39 +msgid "Picking" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:41 +msgid "The *Pick (WHPICK)* operation barcode is available if the database is using the *Multi-Step Routes* feature configured with a picking step. To enable this setting, go to :menuselection:`Inventory app --> Configuration --> Settings`, then, in the :guilabel:`Warehouse` section, tick the :guilabel:`Multi-Step Routes` option and save. From there, click :icon:`fa-arrow-right` :guilabel:`Set Warehouse Routes` to open warehouse settings and select the warehouse. In the :guilabel:`Outgoing Shipments` section, select either :guilabel:`Pick then Deliver (2 steps)` or :guilabel:`Pick, Pack, then Deliver (3 steps)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:50 +msgid ":doc:`Two-step receipt and delivery <../../inventory/shipping_receiving/daily_operations/receipts_delivery_two_steps>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:52 +msgid ":doc:`Three-step delivery <../../inventory/shipping_receiving/daily_operations/delivery_three_steps>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:56 +msgid "Print barcodes for inventory commands and operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:58 +msgid "Barcodes for operations and commands can be printed at any time. These documents will include all the available inventory commands, regardless of whether they are enabled, but only the operations that are currently enabled in the database. See :ref:`configuring operations ` to enable any missing operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:64 +msgid "The `print_inventory_commands_and_operation_types` document will always show the :guilabel:`PUT IN PACK` command, regardless of whether the *Packages* feature is enabled, but the *Pick (WHPICK)* operation will only be added if *Multi-Step Routes* are configured to have a picking step." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:70 +msgid "Printing barcodes, by default, will either directly download a PDF file of the selected barcodes or open a new tab with a downloadable or printable PDF. To turn this into a direct printing operation, :doc:`connect a printer <../../../general/iot/devices/printer>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:75 +msgid "When first opening Barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:77 +msgid "When first opening the **Barcode** app, there is a prompt with options to print barcodes for commands and operations, as well as some sample barcodes to print and use for testing. Clicking these links is the easiest way to print command and operation barcodes, but will no longer be displayed after the first time it is clicked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:-1 +msgid "A prompt to print demo data or barcodes for operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:86 +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:111 +msgid "From Inventory settings" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:88 +msgid "If the barcode print prompt is not available, inventory commands and operation types barcodes can always be printed from the *Settings* page. Go to :menuselection:`Inventory app --> Configuration --> Settings` and in the :guilabel:`Barcode` section under the :guilabel:`Barcode Scanner` setting, click :icon:`fa-print` :guilabel:`Print barcode commands and operation types`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:-1 +msgid "Link to print inventory operations and commands." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:97 +msgid "Individual operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:99 +msgid "Barcodes for individual operations, like receipts and manufacturing orders, can also be printed from the *Operations Types* configuration menu. To select operations to print, go to :menuselection:`Inventory app --> Configuration --> Operations Types` and tick the box by each operation type required." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:-1 +msgid "Available operations selected making a 'Print' button appear." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:107 +msgid "Next, click the :icon:`fa-print` :guilabel:`Print` button and select either :guilabel:`Operation type (PDF)` to download a PDF with the operation barcodes, or :guilabel:`Operation type (ZPL)` to send the print job to a :ref:`ZPL-enabled printer `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:112 +msgid "The :icon:`fa-print` :guilabel:`Print` button does not appear until at least one operation type is selected." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:118 +msgid "Print picking operations for specific orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:120 +msgid "Receipts, manufacturing orders, transfers, and delivery orders can all be printed in advance and are referred to in the print options menu as *picking operations* or *picking*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:124 +msgid "In Barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:126 +msgid "From the **Barcode** app, tap the :guilabel:`Operations` button, select the operation type, and then the specific order to print. From there, either scan the `PRINT PICKING OPERATION` barcode if there is one available, or tap the :icon:`fa-cog` :guilabel:`(gear)` icon to open the **Barcode** actions menu and tap the :guilabel:`Print Picking Operation` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:-1 +msgid "Menu from a receipt with the 'Print Picking Operation' button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:135 +msgid "In Inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:137 +msgid "To print a picking from the **Inventory** app, click the appropriate operation type (*Receipt*, *Delivery Order*, etc.) and select the individual order or the operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:140 +msgid "From the order, click the :icon:`fa-cog` :guilabel:`(Actions)` icon, hover over :icon:`fa-print` :guilabel:`Print`, and click :guilabel:`Picking Operations`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:144 +msgid "The type of operation can be inferred from the operation reference to help distinguish picking operations. For example, the \"IN\" in `WH/IN/00012` indicates that it is a receipt operation. These references are similar to, but do not exactly match the operation type barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:149 +msgid "Use barcodes for inventory operations and commands" +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 +msgid "Operations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:154 +msgid "**Receipts** `WHIN` creates a new order to receive products into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:157 +msgid "Scanning a barcode for a receipt will always create a *new* instance of that operation, and will not match an already scheduled order. To scan or a specific scheduled receipt, first :ref:`print a picking for the individual receipt `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:161 +msgid "For example, scanning **Receipts** `WHIN` will create a brand new receipt, even if the contents match an existing receipt exactly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:164 +msgid "**Delivery Orders** `WHOUT` opens the currently scheduled delivery orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:165 +msgid "**Manufacturing** `WHMANUF` creates a new manufacturing order. Scanning a product barcode from here will add it to the *Producing* list." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:167 +msgid "**Internal Transfers** `WHINT` creates a new transfer order. :doc:`Location barcodes ` can be scanned to designate the source and destination, or scanned direction to initiate a transfer in **Barcode**." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:170 +msgid "**Pick** `WHPICK` creates a new picking operation. This will *require* a :doc:`location barcode ` for the source location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:174 +msgid "Commands" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:176 +msgid "`MAIN MENU`: Scan to return to the main menu from an inventory adjustment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:177 +msgid "`VALIDATE`: Scan to confirm that an operation is correct and ready to be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:178 +msgid "`CANCEL`: Scan from an operation to prevent that operation from being validated and set its status to *Cancelled*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:180 +msgid "`PRINT PICKING OPERATION`: Scan from an existing delivery order, transfer, or receipt to generate a PDF with the name and barcode for that operation's reference number. This can be scanned later to go directly to the operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:183 +msgid "`PRINT DELIVERY SLIP`: Scan from an existing receipt or delivery order to generate a PDF of the purchase order or delivery order. This will not include a barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:185 +msgid "`PUT IN PACK`: After scanning products, this command will designate them as all being in one :doc:`package <../../inventory/product_management/configure/package>`. Products scanned *after* this command are placed in a new package if the `PUT IN PACK` command is scanned again." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:188 +msgid "`SCRAP`: Scan this to mark a scanned product as defective, and move it to a virtual location for :doc:`scrap inventory <../../inventory/warehouses_storage/inventory_management/scrap_inventory>`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:192 +msgid "Print barcodes for manufacturing commands" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:194 +msgid "By default, the :guilabel:`Manufacturing` operation type can scan products and components and tap a *Produce* button to produce them. To print barcodes for basic manufacturing operations, go to :menuselection:`Manufacturing app --> Configuration --> Settings`, then, in the :guilabel:`Operations` section, make sure the :guilabel:`Barcode Scanner` box is ticked and click :icon:`fa-print` :guilabel:`Print barcode commands and operation types`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:201 +msgid "Work order commands" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:203 +msgid "To enable more granular control of the manufacturing process through **Barcode**, enable the :doc:`Work Orders <../../manufacturing/basic_setup/bill_configuration>` feature. To print barcodes for work orders, go to :menuselection:`Manufacturing app --> Configuration --> Settings`, then, in the :guilabel:`Operations` section, make sure the :guilabel:`Work Orders` box is ticked and click :icon:`fa-print` :guilabel:`Print barcode commands`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:-1 +msgid "'Print barcode commands' like in the Work Orders section of Manufacturing settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:213 +msgid "`Odoo Tutorials: Process and Cancel MOs Using Barcodes `_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/operation_types.rst:215 +msgid "`Odoo Tutorials: Consuming Components Using Barcodes `_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:3 +msgid "Barcodes for lot and serial numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:5 +msgid "The **Barcode** app saves time and prevents user errors while handling :doc:`lot <../../inventory/product_management/product_tracking/lots>` and :doc:`serial numbers <../../inventory/product_management/product_tracking/serial_numbers>`. Instead of typing long sequences of characters, print and scan barcodes instead." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:13 +msgid "To use lot or serial numbers:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:15 +msgid "They must be enabled in the database." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:16 +msgid "Tracking by lot or serial number must be selected for each product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:18 +msgid "See the :doc:`serial numbers documentation <../../inventory/product_management/product_tracking/serial_numbers>` and :doc:`lots documentation <../../inventory/product_management/product_tracking/lots>` to learn how to start using this feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:24 +msgid "GS1-compatible QR codes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:26 +msgid ":doc:`GS1 <../operations/gs1_nomenclature>` nomenclature can be used for serial numbers and lots." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:28 +msgid "To enable GS1 barcodes for lots and serial numbers, go to :menuselection:`Inventory app --> Configuration --> Settings` and in the :guilabel:`Traceability` section under :guilabel:`Lots & Serial Numbers`, tick the box for :guilabel:`Print GS1 Barcodes for Lots & Serial Numbers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:-1 +msgid "Inventory settings with 'Print GS1 Barcodes for Lots & Serial Numbers' ticked." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:36 +msgid "GS1 lot and serial number barcodes require a 2D-capable scanner to be scanned. See :doc:`hardware configuration ` to ensure that the feature is compatible with available equipment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:42 +msgid "Mandatory and optional scanning" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:44 +msgid "Operation types, like receipts and delivery orders, :ref:`can be configured individually ` to determine whether they require a serial or lot number to process the operation. Additionally, the *Barcode* tab of each operation type configures whether scanning the lot or serial number is mandatory. *Mandatory scan* specifies that the only way to input a required serial number or lot number is by scanning a barcode, while *optional scan* allows users to manually type in a barcode if necessary." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:51 +msgid "To make it mandatory to scan a barcode for serial numbers and lots, go to :menuselection:`Inventory app --> Configuration --> Operations Types` and select the operation type where barcodes should be required for serial numbers. Then, click the :guilabel:`Barcode App` tab, and in the :guilabel:`MANDATORY SCAN` section set :guilabel:`Lot/Serial` to :guilabel:`Mandatory Scan`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:-1 +msgid "Selecting 'Optional Scan' in the Receipts operation type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:60 +msgid "Barcodes for products and lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:62 +msgid "To print a barcode for one or multiple product lot and serial numbers, go to :menuselection:`Inventory app --> Products --> Lots / Serial Numbers`. In the list view, tick the checkbox for each the product to print, click the :icon:`fa-print` :guilabel:`Print` button, and select either PDF or ZPL depending on printer setup." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:-1 +msgid "Three selected products and a Print button showing 'Lot/Serial Number (PDF)' highlighted." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:73 +msgid "For any product that is tracked by lot or serial number, performing an operation with barcode can be from the main **Barcode** page by tapping :guilabel:`Operations` and tapping the desired operation in the interface or scanning the barcode for specific picking order. Once the order is scanned, select the product by tapping or scanning a barcode and scan the lot or serial number for each quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:80 +msgid "Because vendor lot and serial number barcodes could be damaged in transit and arrive in a state that cannot be scanned, it is a good practice to :ref:`set serial number or lot scanning to optional `. Otherwise, a broken barcode would block validation of the receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:85 +msgid "For products that are starting out without a serial number, there are three options to manage them: manually typing in the number, generating them ahead of time, or disabling serial numbers for that operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:90 +msgid "Manually input serial and lot numbers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:92 +msgid "For instances where there are few products or rare shipments, it may be easiest to type lot or serial numbers in at the time of receipt. After opening an existing receipt or creating a new one and scanning the product bar code, tap the :icon:`fa-pencil` :guilabel:`(pencil)` icon. Tap the :guilabel:`Serial/Lot Number` field and enter the serial number and tap :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:-1 +msgid "Typing in a serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:101 +msgid "Generate serial numbers before a receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:103 +msgid "Lot and serial numbers can be generated from a scheduled receipt before the products arrive. This has the advantage of making it possible to print all the serial numbers with the picking order for the receipt." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:107 +msgid "To generate lot and serial numbers, in the **Inventory** app click :guilabel:`Receipts` and select the receipt that requires generated lot or serial numbers. In the :guilabel:`Operations` tab, find the line for the product, and click the :icon:`fa-list` :guilabel:`(list)` icon. In the :guilabel:`Open: Stock move` pop-up menu, click :guilabel:`Generate Serials/Lots`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:-1 +msgid "Generate serial numbers for an incoming shipment." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:116 +msgid ":ref:`Assign serial numbers `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:119 +msgid "Disable lot and serial numbers for a receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:121 +msgid "With lot and serial numbers disabled for an operation, products that are tracked by these methods can be received without supplying a serial number or lot number. It is still possible to scan a serial number at the receipt stage, but the missing numbers will need to be :ref:`created in the Inventory app `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:126 +msgid "To disable the use of serial numbers for a particular operation type, go to :menuselection:`Inventory app --> Configuration --> Operations Types` and select the operation type. In the :guilabel:`LOTS/SERIAL NUMBERS` section, untick :guilabel:`Create New` and :guilabel:`Use Existing ones`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/serial_numbers_lots.rst:132 +msgid "The *Create New* option will require the user to supply a serial number or lot number, either by scanning or type (if :ref:`optional scan ` is enabled), and will not :ref:`automatically generate serial numbers ` the way the **Inventory** app can." +msgstr "" + #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:3 -msgid "Activate the Barcodes in Odoo" +msgid "Product and location barcodes" msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:7 -msgid "The barcode scanning features can save you a lot of time usually lost switching between the keyboard, the mouse and the scanner. Properly attributing barcodes to products, pickings locations, etc. allows you to work more efficiently by controlling the software almost exclusively with the barcode scanner." +msgid "Inventory operations like product configuration can be streamlined by taking advantage of barcode scanning features. Assigning barcodes to products and locations is a key step in using the **Barcode** app, and users can conveniently populate fields with a barcode scanner. This reduces manual entry, minimizes errors, and speeds up common tasks like product selection, location assignment, and inventory adjustments." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:16 -msgid "To use this feature, you first need to activate the *Barcode* functionality via :menuselection:`Inventory --> Settings --> Barcode Scanner`. Once you have ticked the feature, you can hit save." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:17 +msgid "Barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:26 -msgid "Set Product Barcodes" +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:19 +msgid "Most retail products use EAN-13 barcodes, also known as Global Trade Identification Numbers (GTIN). To create a new |GTIN| for a product, a company must have a GS1 Company Prefix. See :doc:`GS1 nomenclature <../operations/gs1_nomenclature>` for more information about using this system." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:28 -msgid "You can easily assign barcodes to your different products via the *Inventory* app. To do so, go to :menuselection:`Settings --> Configure Products Barcodes`." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:23 +msgid "Odoo supports using any string as a barcode, so users can also create custom internal references to use with barcode scanners. See :doc:`Default nomenclature <../operations/barcode_nomenclature>` to learn about optional conventions around barcodes and default values in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:34 -msgid "Then, you have the possibility to assign barcodes to your products directly at creation on the product form." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:27 +msgid "To change the barcode nomenclature, go to :menuselection:`Inventory app --> Configuration --> Settings` and scroll down to the :guilabel:`Barcode` section to select the nomenclature under :guilabel:`Barcode Scanner`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:44 -msgid "Be careful to add barcodes directly on the product variants and not on the template product. Otherwise, you won’t be able to differentiate them." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:-1 +msgid "Changing barcode nomenclature in Inventory app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:51 -msgid "Set Locations Barcodes" +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:37 +msgid "Barcode lookup" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:53 -msgid "If you manage multiple locations, you will find useful to attribute a barcode to each location and stick it on the location. You can configure the locations barcodes in :menuselection:`Inventory --> Configuration --> Locations`." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:39 +msgid "Odoo can automatically add product information using the :guilabel:`Stock Barcode Database` setting for any :abbr:`UPC (Universal Product Code)`, :abbr:`EAN (European Article Number)`, or :abbr:`ISBN (International Standard Book Number)` barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:64 -msgid "You can easily print the barcode you allocate to the locations via the *Print* menu." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:43 +msgid "To enable automatic barcode look up, go to :menuselection:`Inventory app --> Configuration --> Settings` and scroll down to the :guilabel:`Barcode` section to tick the box for :guilabel:`Stock Barcode Database`." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:68 -msgid "Barcode Formats" +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:48 +msgid "Databases hosted on **Odoo.sh** or **on-premise**, require :ref:`configuring an API key `." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:70 -msgid "Most retail products use EAN-13 barcodes, also known as GTIN (Global Trade Identification Numbers). GTIN are used by companies to uniquely identify their products and services. While GTIN and UPC are often used synonymously, GTIN refers to the number a barcode represents, while UPC refers to the barcode itself. More information about GTIN can be found on the GS1 website." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:54 +msgid "Set product barcodes" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:75 -msgid "In order to create GTIN for items, a company must have a GS1 Company Prefix. This prefix is the number that will appear at the beginning of each GTIN, and will identify the company as the owner of the barcode any the products it appears on. To learn more about GS1 Company Prefixes, or purchase a license for a prefix, visit the GS1 Company Prefix page." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:56 +msgid "Barcodes can be assigned to existing products from the *Product Barcodes* configuration page or from any product form in the **Inventory**, **Manufacturing** or **Purchase** apps. The barcode field can be populated either by typing or using scanner input." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:80 -msgid "Odoo users are able to use GTIN barcodes to identify their products. However, since Odoo supports any numeric string as a barcode, it is also possible to define a custom barcode for internal use." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:60 +msgid "When adding a new product, the :ref:`barcode lookup feature ` can be used to automatically find information about a product based on its barcode, and new products can be added to the database directly from the **Barcode** app by scanning a barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:86 -msgid "Barcode Lookup" +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:65 +msgid "From Barcode app" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:88 -msgid "`Barcode Lookup `_ allows you to scan (or enter) products' barcodes (:abbr:`UPC (Universal Product Code)`, :abbr:`EAN (European Article Number)`, or :abbr:`ISBN (International Standard Book Number)`) to automatically create them in your Odoo database, complete with product names, descriptions, images, categories, etc." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:67 +msgid "New products definitions can be added to the database product lists as well as having their on-hand inventory tracked from the **Barcode** app, if the :ref:`Barcode Lookup feature ` is enabled. To create a new receipt for scanning new products, choose one of two methods:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:72 +msgid "From the **Barcode** front page, tap :guilabel:`Operations`, tap :guilabel:`Receipts`, and then tap the :guilabel:`New` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:74 +msgid "Scan a printed :guilabel:`Receipts (WHIN)` inventory command barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:-1 +msgid "Empty new receipt form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:79 +msgid "Scanning a product that is not currently in inventory prompts a message that the product does not exist, with a button option to :guilabel:`Create New Product`. Pressing this button will search the `Barcode Lookup `_ database for a product matching the code and format, create a new product definition in the Odoo database with the available information, and add that product to the receipt to track the quantity on hand in inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:-1 +msgid "New product confirmation dialog." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:89 +msgid "Even if a transfer order with a product created through **Barcode** is cancelled, the product remains available in the products list in the **Inventory** app unless it is deleted." msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:93 -msgid "To use Barcode Lookup to scan and create products in Barcode, go to :menuselection:`Inventory --> Configuration --> Settings`, scroll down to the :guilabel:`Barcode` section, and enable :guilabel:`Stock Barcode Database`." +msgid "From a product form" msgstr "" -#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:98 -msgid "If your database is hosted on **Odoo.sh** or **on-premise**, you must also :ref:`configure an API key `. If your database is hosted on **Odoo Online**, you can use Barcode Lookup without further configuration." +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:95 +msgid "Barcodes can be added to both existing products and new products as they are created through the products configuration form. To access a product's form, go to :menuselection:`Inventory app --> Products --> Products` and select the product to add a barcode to." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:99 +msgid "In the :guilabel:`General Information` tab, click the :guilabel:`Barcode` field to either type in the barcode or use a scanner to input the barcode value." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:-1 +msgid "The 'Barcode' field on a product form with an active cursor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:106 +msgid "If using :doc:`product variants <../../../sales/sales/products_prices/products/variants>`, configure barcodes on individual variants and not the product template to allow scanning to retrieve the variants." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:113 +msgid "To access the *Product Barcodes* configuration page, go to :menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Barcode` section, under the :guilabel:`Barcode Scanner` feature, click :icon:`fa-arrow-right` :guilabel:`Configure Product Barcodes`. From this list view, click the :guilabel:`Barcodes` column for any product to enter its barcode. Barcode scanners will populate this field when the product is scanned." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:-1 +msgid "Selecting the Barcode field in the Product Configuration form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:123 +msgid "To filter for the products that do not have barcodes yet, click the :icon:`fa-sort-desc` :guilabel:`(Toggle Search Panel)` icon to add a custom filter where the :guilabel:`Barcode` property is :guilabel:`is not set`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:0 +msgid "'Add Custom Filter' pop-up with 'Barcode is not set' configured." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:133 +msgid "Print location barcodes" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:135 +msgid "Barcodes can be assigned to locations to track of where products are stored and manage transfers, and are automatically available if the :doc:`Storage Locations <../../inventory/warehouses_storage/inventory_management/use_locations>` feature is enabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:139 +msgid "To print barcodes for locations, go to :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the :guilabel:`Warehouse` section and click :icon:`fa-arrow-right` :guilabel:`Locations`. Tick the boxes for locations and the :guilabel:`Print` button will appear, downloading a PDF with barcodes for all selected locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/barcode/setup/software.rst:-1 +msgid "Multiple storage locations selected with 'Print' button at the top of the view." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory.rst:8 @@ -2528,6 +2972,7 @@ msgid "Packages" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:185 msgid "Purpose" msgstr "" @@ -3055,7 +3500,7 @@ msgid "For example, different packages for cans of soda, such as a 6-pack, a 12- msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:15 -msgid "Packaging can be used in conjunction with Odoo :ref:`Barcode `. When receiving products from suppliers, scanning the packaging barcode automatically adds the number of units in the packaging to the internal count of the product." +msgid "Packaging can be used in conjunction with Odoo :doc:`Barcode <../../../barcode/setup/software>`. When receiving products from suppliers, scanning the packaging barcode automatically adds the number of units in the packaging to the internal count of the product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/configure/packaging.rst:22 @@ -9389,7 +9834,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:30 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/before_scheduled_date.rst:79 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/manually.rst:37 -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:45 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:54 msgid "Workflow" msgstr "" @@ -10639,7 +11084,7 @@ msgid "Enable DHL shipping connector" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:19 -msgid "Before creating a DHL shipping method, it is necessary to enable the carrier's shipping connector. To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`." +msgid "Before creating a DHL shipping method, enable the carrier's shipping connector. To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:22 @@ -10647,7 +11092,7 @@ msgid "Scroll down to the :guilabel:`Shipping Connectors` section, and tick the msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:25 -msgid "Once the connector has been enabled, a :icon:`oi-arrow-right` :guilabel:`DHL Shipping Methods` link appears below. Click the link to open a page showing all shipping methods configured for DHL." +msgid "Then, click the :icon:`fa-arrow-right` :guilabel:`DHL Shipping Methods` link to open a page showing all shipping methods with the *Provider* set to DHL." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:29 @@ -10674,148 +11119,161 @@ msgstr "" msgid "The form for a DHL shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:50 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:60 msgid "General information" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:52 msgid "Begin configuring the shipping method by entering its title in the :guilabel:`Shipping Method` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:55 msgid "In the :guilabel:`Provider` drop-down menu, select the :guilabel:`DHL` option. After doing so, a new :guilabel:`DHL Configuration` tab appears at the bottom of the form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:58 msgid "All other fields in this section are identical on the shipping method forms for each shipping carrier. See the documentation on :doc:`third-party shippers ` for instructions on how to properly configure them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:63 msgid "DHL Configuration" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:65 msgid "The :guilabel:`DHL Configuration` tab on the shipping method form is used to connect the user's DHL account to Odoo, and configure the shipping method's details." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:70 -msgid "DHL SiteID, password, and account number" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:69 +msgid "DHL developer credentials" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:72 -msgid "A DHL SiteID, password, and account number are used to link a DHL account with third-party services, like Odoo's **Inventory** app. The SiteID and password are different credentials than the ones used to log in to a DHL account." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:71 +msgid "To integrate DHL with Odoo, developer credentials must be retrieved from DHL's Developer Portal. These credentials are used to link the user's DHL account to Odoo's **Inventory** app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:76 -msgid "To obtain a DHL SiteID, password, and account number, it is necessary to register on the `DHL API Developer Portal `_, by filling out the following information:" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:75 +msgid "The *SiteID* and *Password* are different credentials than the ones used to log in to a DHL account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:80 -msgid ":guilabel:`First name`" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:79 +msgid "With DHL Express Account" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:81 -msgid ":guilabel:`Last name`" +msgid "If a DHL Express account is available, log into the `DHL Developer portal `_ and `request a DHL API account number `_." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:82 -msgid ":guilabel:`Email address`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:83 -msgid ":guilabel:`Username`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:84 -msgid ":guilabel:`Company Name`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:85 -msgid ":guilabel:`Country`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:87 -msgid "After filling out all of the fields, tick the :guilabel:`I have read and accept the terms of use and the privacy policy` checkbox, and click :guilabel:`Send` to register." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:108 +msgid "Then, in Odoo, on the shipping method form, enter the *DHL API Key* in the :guilabel:`DHL SiteID` field, and the *API Secret* in the :guilabel:`DHL Password` field." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:90 -msgid "After registering, a confirmation email is sent to verify the application. Click the link inside the email to activate the developer portal account, and set a password." +msgid "Without DHL Express Account" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:93 -msgid "This email also includes the account number for the developer portal account. Enter the number in the :guilabel:`DHL Account Number` field on the shipping method form." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:92 +msgid "If a DHL Express account is **not** available:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:94 +msgid "Begin by opening a `DHL Express account `_." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:96 -msgid "Once the developer portal account has been confirmed, log in to the portal using the username and password. Click on the user avatar in the top-right corner of the screen to open the user dashboard." +msgid "Once the developer portal account has been confirmed, log in to the portal using the username and password. Click the user avatar in the top-right corner of the screen to open the user dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:99 -msgid "On the dashboard, click on the :guilabel:`Apps` tab, and select an app. In the :guilabel:`Credentials` section, click the :guilabel:`Show key` button below the :guilabel:`API Key` and :guilabel:`API Secret` fields." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:98 +msgid "On the dashboard, open the :guilabel:`Apps` tab, and create an app. Follow the four steps in the app creation flow (app name, needed apps, app status, confirmation) to complete the setup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:103 -msgid "Return to the shipping method form in the Odoo database. Enter the *DHL API Key* in the :guilabel:`DHL SiteID` field, and the *API Secret* in the :guilabel:`DHL Password` field." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:0 +msgid "Setup to create DHL account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:104 +msgid "After setting up the DHL Express account, go `here `_ to get the *DHL API Key* and *API Secret* credentials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:112 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex.rst:123 msgid "Shipping details" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:114 msgid "The rest of the fields in the :guilabel:`DHL Configuration` tab are used to configure the shipping method itself:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:117 msgid ":guilabel:`Region`: the region in which the shipping method is used." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:118 msgid ":guilabel:`DHL Product`: the shipping service purchased from DHL (e.g. Express Worldwide)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:119 msgid ":guilabel:`DHL Package Type`: the type of DHL package used for delivery (e.g. DHL Box)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:120 msgid ":guilabel:`Package Weight Unit`: the unit of measure used to display package weight." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:121 msgid ":guilabel:`Package Dimension Unit`: the unit of measure used to display package size." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:122 msgid ":guilabel:`Label Format`: the file format used to generate shipping labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:123 msgid ":guilabel:`Label Template`: the paper size used to print shipping labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:126 msgid "Before selecting service options for a shipping method, make sure those services are actually available for the DHL account. Available services depend on the contract negotiated with DHL." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:130 msgid "Options" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:132 msgid "Additional settings are available in the :guilabel:`Options` section at the bottom of the :guilabel:`DHL Configuration` tab:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:135 msgid ":guilabel:`Generate Return Label`: Enable this option to automatically generate a return label after validating a delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:137 msgid ":guilabel:`Dutiable Material`: Enable this option if the shipping method is liable to customs or other duties." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:141 +msgid "Turn on the DHL Connection" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:143 +msgid "Once the DHL connection is set up, use the smart buttons at the top of the form to publish, turn on production mode or activate debug logging." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:146 +msgid ":guilabel:`Unpublished`/:guilabel:`Published`: determines if this shipping method is available on the user's **eCommerce** website." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:149 +msgid ":guilabel:`Test Environment`/:guilabel:`Production Environment`: determines whether label creation is for testing and cancelled immediately (Test) or generate real shipping label that is charged to DHL account (Production)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials.rst:152 +msgid ":guilabel:`No Debug`/:guilabel:`Debug Requests`: determines whether API requests and responses are logged in Odoo (turn on :ref:`developer mode ` and go to :menuselection:`Settings app --> Technical --> Logging`)." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:3 msgid "Dispatch management system" msgstr "" @@ -11318,7 +11776,7 @@ msgid "If more than one shipping option is needed, create more shipping methods msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.rst:119 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:181 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:208 msgid "Shipping information" msgstr "" @@ -11331,7 +11789,7 @@ msgid "**Customer information**: When creating a quotation, ensure the selected msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.rst:127 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:216 msgid "To verify, select the :guilabel:`Customer` field to open their contact page. Here, add their shipping address in the :guilabel:`Contact` field, along with their :guilabel:`Mobile` number and :guilabel:`Email` address." msgstr "" @@ -11496,7 +11954,7 @@ msgid "When creating a quotation in Odoo, add shipping and the :guilabel:`Envia. msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.rst:217 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:210 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:237 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:205 msgid ":guilabel:`Shipping label(s)` depending on the number of packages." msgstr "" @@ -11510,7 +11968,7 @@ msgid "When labels are created, Envia.com automatically charges the configured a msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.rst:225 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:241 msgid "Additionally, the tracking number is now available." msgstr "" @@ -11555,12 +12013,12 @@ msgid "Customer portal tracking." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.rst:266 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:257 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:284 msgid "FAQ" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/envia_shipping.rst:269 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:298 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:325 msgid "Measuring volumetric weight" msgstr "" @@ -13028,11 +13486,15 @@ msgstr "" msgid "To ensure seamless Sendcloud integration with Odoo, :ref:`install ` and :ref:`link ` the Sendcloud shipping connector to the Sendcloud account. Then, :ref:`configure Odoo fields `, so Sendcloud can accurately pull shipping data to generate labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:95 +msgid ":ref:`Enable pickup points on websites `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:100 msgid "Install Sendcloud shipping module" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:102 msgid "After the Sendcloud account is set up and configured, it's time to configure the Odoo database. To get started, go to Odoo's :guilabel:`Apps` module, search for the `Sendcloud Shipping` integration, and install it." msgstr "" @@ -13040,69 +13502,88 @@ msgstr "" msgid "Sendcloud Shipping module in the Odoo Apps module." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:113 msgid "Sendcloud shipping connector configuration" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:115 msgid "Once installed, activate the :guilabel:`Sendcloud Shipping` module in :menuselection:`Inventory --> Configuration --> Settings`. The :guilabel:`Sendcloud Connector` setting is found under the :guilabel:`Shipping Connectors` section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:116 -msgid "After activating the :guilabel:`Sendcloud Connector`, click on the :guilabel:`Sendcloud Shipping Methods` link below the listed connector. Once on the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:119 +msgid "After activating the :guilabel:`Sendcloud Connector`, click on the :guilabel:`Sendcloud Shipping Methods` link below the listed connector. Once on the :guilabel:`Shipping Methods` page, click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:124 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:115 msgid ":guilabel:`Shipping Methods` can also be accessed by going to :menuselection:`Inventory --> Configuration --> Delivery --> Shipping Methods`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:127 msgid "Fill out the following fields in the :guilabel:`New Shipping Method` form:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:129 msgid ":guilabel:`Shipping Method`: type `Sendcloud DPD`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:130 msgid ":guilabel:`Provider`: select :guilabel:`Sendcloud` from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:131 msgid ":guilabel:`Delivery Product`: set the product that was configured for this shipping method or create a new product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:133 msgid "In the :guilabel:`SendCloud Configuration` tab, enter the :guilabel:`Sendcloud Public Key`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:134 msgid "In the :guilabel:`SendCloud Configuration` tab, enter the :guilabel:`Sendcloud Secret Key`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:132 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:146 -msgid "Manually :guilabel:`Save` the form by clicking the cloud icon next to the :guilabel:`Shipping Methods / New` breadcrumbs." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:139 +msgid "Pickup points" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:141 +msgid "Sendcloud's `service point delivery `_ lets customers choose a pickup location (such as a nearby shop or locker) instead of entering a private delivery address." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:146 +msgid "To enable the feature, go to the shipping method form, and in the :guilabel:`SendCloud Configuration` tab, under the :guilabel:`Options` section, enable :guilabel:`Use Sendcloud Locations` feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:151 +msgid "Pickup point selection is only available through the **Website** app (the online checkout view). It is not currently possible to select a pickup point manually through the **Sales** app (the internal database view)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:155 +msgid "For example, if the customer selects a shipping method like *Sendcloud Mondial Relay*, they must choose a pickup point during the checkout process on the website. If no pickup point is selected, the delivery order cannot be validated in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:160 +msgid "Load shipping products" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:162 msgid "After configuring and saving the form, follow these steps to load the shipping products:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:164 msgid "In the :guilabel:`SendCloud Configuration` tab of the :guilabel:`New Shipping Method` form, click on the :guilabel:`Load your SendCloud shipping products` link." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:166 msgid "Select the shipping products the company would like to use for deliveries and returns." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:167 msgid "Click :guilabel:`Select`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:170 msgid "Sample Sendcloud shipping products configured in Odoo:" msgstr "" @@ -13126,7 +13607,7 @@ msgstr "" msgid ":guilabel:`Maximum Weight`: `31.50`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:178 msgid ":guilabel:`Countries`: `Austria` `Belgium` `Bosnia` `Herzegovina` `Bulgaria` `Croatia` `Czech` `Republic` `Denmark` `Estonia` `Finland` `France` `Germany` `Greece` `Hungary` `Iceland` `Ireland` `Italy` `Latvia` `Liechtenstein` `Lithuania` `Luxembourg` `Monaco` `Netherlands` `Norway` `Poland` `Portugal` `Romania` `Serbia` `Slovakia` `Slovenia` `Spain` `Sweden` `Switzerland`" msgstr "" @@ -13159,71 +13640,71 @@ msgstr "" msgid "Example of shipping products configured in Odoo." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:196 msgid "Sendcloud does not provide test keys when a company tests the sending of a package in Odoo. This means if a package is created, the configured Sendcloud account will be charged, unless the associated package is cancelled within 24 hours of creation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:200 msgid "Odoo has a built-in layer of protection against unwanted charges when using test environments. Within a test environment, if a shipping method is used to create labels, then those labels are immediately cancelled after the creation — this occurs automatically. The test and production environment settings can be toggled back and forth from their respective smart buttons." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:210 msgid "To use Sendcloud to generate shipping labels, the following information **must** be filled out accurately and completely in Odoo:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:213 msgid "**Customer information**: when creating a quotation, ensure the selected :guilabel:`Customer` has a valid phone number, email address, and shipping address." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:220 msgid "**Product weight**: ensure all products in an order have a specified :guilabel:`Weight` in the :guilabel:`Inventory` tab of their product form. Refer to the :ref:`Product weight section ` of this article for detailed instructions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:224 msgid "**Warehouse address**: ensure the warehouse name and address in Odoo match the :ref:`previously defined warehouse ` in the Sendcloud setup. For details on warehouse configuration in Odoo, refer to the :ref:`warehouse configuration section ` of the third-party shipping documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:231 msgid "Generate labels with Sendcloud" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:233 msgid "When creating a quotation in Odoo, add shipping and a :guilabel:`Sendcloud shipping product`. Then, :guilabel:`Validate` the delivery. Shipping label documents are automatically generated in the chatter, which include the following:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:238 msgid ":guilabel:`Return label(s)` if the Sendcloud connector is configured for returns." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:212 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:239 msgid ":guilabel:`Customs document(s)` should the destination country require them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:244 msgid "When return labels are created, Sendcloud automatically charges the configured Sendcloud account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:248 msgid "Shipping rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:250 msgid "Optionally, create shipping rules to automatically generate shipping labels tailored to different product needs. For example, a shipping rule can be created for customers shipping expensive jewelry items to purchase insurance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:228 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:255 msgid "Shipping rules do **not** affect :ref:`shipping rate calculations `, and are only used to improve the process of :doc:`generating shipping labels `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:259 msgid "To use shipping rules, navigate to :menuselection:`Inventory app --> Configuration --> Delivery: Shipping Methods`, and select the intended `Sendcloud` shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:262 msgid "Under the :guilabel:`Sendcloud Configuration` tab, in the :guilabel:`OPTIONS` section, choose the kind of shipments the shipping rules apply to, via the :guilabel:`Use Sendcloud shipping rules` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:266 msgid "From here, choose either: :guilabel:`Shipping` to customers, :guilabel:`Returns` from customers, or :guilabel:`Both`." msgstr "" @@ -13231,35 +13712,35 @@ msgstr "" msgid "Use Shipping Rules field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:273 msgid "Then, in the Sendcloud website, navigate to :menuselection:`Settings --> Shipping rules`. Create a new shipping rule by clicking :guilabel:`Create New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:276 msgid "In the :guilabel:`Actions` section, set a :guilabel:`Condition` to determine when the rule applies. Then, configure what to do when packages meet the condition." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:253 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:280 msgid "`Create shipping rules on Sendcloud `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:287 msgid "Shipment is too heavy" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:289 msgid "If the shipment is too heavy for the Sendcloud service that is configured, then the weight is split to simulate multiple packages. Products will need to be put in different :guilabel:`Packages` to :guilabel:`Validate` the transfer and generate labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:293 msgid ":guilabel:`Rules` can also be set up in Sendcloud to use other shipping methods when the weight is too heavy. However, note that these rules will not apply to the shipping price calculation on the calculation on the sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:271 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:298 msgid "Personal carrier contract" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:273 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:300 msgid "Use custom prices from a direct carrier contract, via CSV upload, by first logging into Sendcloud, navigating to :menuselection:`Settings --> Carriers --> My contracts`, and then selecting the intended contract." msgstr "" @@ -13267,11 +13748,11 @@ msgstr "" msgid "Navigate to the contracts section in Sendcloud." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:281 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:308 msgid "Under the :guilabel:`Contract prices` section, click :guilabel:`Download CSV` and fill out the contract prices in the :guilabel:`price` column of the CSV file template." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:285 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:312 msgid "Ensure the CSV file includes the correct prices to avoid any inaccuracies." msgstr "" @@ -13279,31 +13760,31 @@ msgstr "" msgid "Show sample contract CSV from Sendcloud, highlighting the price column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:291 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:318 msgid ":guilabel:`Upload` the completed CSV file to Sendcloud, then click :guilabel:`Save these prices`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:294 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:321 msgid "`Sendcloud: How to upload contract prices with carriers `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:300 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:327 msgid "Many carriers have several measures for weight. There is the actual weight of the products in the parcel, and there is the *volumetric weight* (:dfn:`Volumetric weight is the volume that a package occupies when in transit. In other words it is the physical size of a package`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:305 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:332 msgid "Check to see if selected carrier(s) already have defined formulas to compute the volumetric weight." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:336 msgid "`Sendcloud: How to calculate & automate parcel volumetric weight `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:313 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:340 msgid "Unable to calculate shipping rate" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping.rst:342 msgid "First, verify that the product being shipped has a weight that is supported by the selected shipping method. If this is set, then verify that the destination country (from the customer address) is supported by the carrier. The country of origin (warehouse address) should also be supported by the carrier." msgstr "" @@ -13480,6 +13961,10 @@ msgstr "" msgid "To set a default package type, the *Packages* feature **must** be enabled in :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:146 +msgid "Manually :guilabel:`Save` the form by clicking the cloud icon next to the :guilabel:`Shipping Methods / New` breadcrumbs." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/starshipit_shipping.rst:149 msgid "To load the newly configured shipping products, click the :guilabel:`Select a service linked to the Starshipit account` link at the bottom of the :guilabel:`Starshipit Configuration` tab." msgstr "" @@ -15806,15 +16291,15 @@ msgstr "" msgid "Lead times" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:12 msgid "Accurately forecasting delivery dates is vital for fulfilling customer expectations. In Odoo, the **Inventory** app allows for comprehensive lead time configuration, allowing coordination and planning of manufacturing orders, deliveries, and receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:17 msgid "Lead time types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:19 msgid "Different lead times for different operations can impact various stages of the order fulfillment process. Here's a summary of the types of lead times in Odoo:" msgstr "" @@ -15822,71 +16307,71 @@ msgstr "" msgid "Show graphic of all lead times working together." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:25 msgid ":ref:`Customer lead time `: default time frame for fulfilling customer orders. The customer lead time is the number of days from the date the sales order (SO) is confirmed to the date the products are shipped from the warehouse. This is also known as *delivery lead time*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:30 msgid ":ref:`Sales security lead time `: moves the *scheduled delivery date* forward by a specified number of days. This serves as a buffer to allow ample time to prepare the outgoing shipment earlier, considering the possibility of delays in the fulfillment process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:34 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:35 msgid ":ref:`Purchase lead time `: number of days from the confirmation of a purchase order (PO) to the receipt of products. It provides insight on the time it takes for products to arrive at the warehouse, facilitating effective scheduling and planning of supplier deliveries." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:40 msgid ":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a specified number of days. This proactive approach of placing orders earlier mitigates the risk of vendor or shipping delays. Thus, for products that are set to replenish to order, the need appears on the *Replenishment report* earlier, according to the specified number of days." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:46 msgid ":ref:`Days to Purchase `: days needed for the vendor to receive a request for quotation (RFQ) and confirm it. It advances the deadline to schedule a |RFQ| by a specified number of days." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:50 msgid ":ref:`Manufacturing lead time `: number of days needed to complete a manufacturing order (MO) from the date of confirmation. This lead time includes weekends (non-working hours in Odoo), and is used to forecast an approximate production date for a finished good." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:55 msgid ":ref:`Days to prepare manufacturing order `: number of days needed to replenish components, or manufacture sub-assemblies of the product. Either set one directly on the bill of materials (BoM), or click *Compute* to sum up purchase and manufacturing lead times of components in the |BoM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:61 msgid ":ref:`Manufacturing security lead time `: moves the scheduled date of the |MO| forward by a specified number of days. When used in conjunction with :ref:`replenish to order `, the security lead time makes the need appear earlier on the replenishment report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:69 msgid "Sales lead times" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:71 msgid "Customer lead times and sales security lead times can be configured to automatically compute an *expected delivery date* on a :abbr:`SO (Sales Order)`. The expected delivery date ensures a realistic *delivery dates* setting for shipments from the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:75 msgid "Odoo issues a warning message if the set delivery date is earlier than the expected date, as it may not be feasible to fulfill the order by that time, which would impact other warehouse operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:78 -msgid "A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is confirmed on July 11th. The product has a customer lead time of 14 days, and the business uses a sales security lead time of 1 day. Based on the lead time inputs, Odoo suggests a delivery date in 15 days, on July 26th." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:79 +msgid "A :abbr:`SO (sales order)` containing a `Coconut-scented candle` is confirmed on July 11th. The product has a customer lead time of 14 days, and the business uses a sales security lead time of 1 day. Based on the lead time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 msgid "Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:86 msgid "The following sections demonstrate how to automatically compute expected delivery dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:89 msgid "Customer lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:91 msgid "Set the customer lead time on each product form, by navigating to the products page. To do so, go to :menuselection:`Sales app --> Products --> Products`. From there, select the desired product, and switch to the :guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` field, fill in the number of calendar days required to fulfill the delivery order from start to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:97 msgid "Set a 14-day customer lead time for the `Coconut-scented candle` by navigating to its product form. Then, in the :guilabel:`Inventory` tab, type `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" @@ -15894,23 +16379,23 @@ msgstr "" msgid "Set *Customer Lead Time* on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:107 msgid "Sales security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:109 msgid "*Sales security lead time* is set globally for the business in :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:112 msgid "On the configuration page, under the :guilabel:`Advanced Scheduling` heading, locate the box for :guilabel:`Security Lead Time for Sales`, and click the checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:115 msgid "Next, enter the desired number of calendar days. This security lead time is a buffer notifying the team to prepare for outgoing shipments earlier than the scheduled date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:119 msgid "Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. In that case, if a product is initially scheduled for delivery on April 6th, but with a one-day security lead time, the new scheduled date for the delivery order would be April 5th." msgstr "" @@ -15918,19 +16403,19 @@ msgstr "" msgid "View of the security lead time for sales configuration from the sales settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:128 msgid "Deliver several products" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:130 msgid "For orders that include multiple products with different lead times, the lead times can be configured directly from the quotation itself. On a quotation, click the :guilabel:`Other Info` tab, and set the :guilabel:`Shipping Policy` to:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:134 msgid ":guilabel:`As soon as possible` to deliver products as soon as they are ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is determined by adding today's date to the shortest lead time among the products in the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:138 msgid ":guilabel:`When all products are ready` to wait to fulfill the entire order at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is determined by adding today's date to the longest lead time among the products in the order." msgstr "" @@ -15938,55 +16423,168 @@ msgstr "" msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:146 msgid "In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the products have a lead time of 8 days and 5 days, respectively. Today's date is April 2nd." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:149 msgid "When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as possible`, the scheduled delivery date is 5 days from today: April 7th. On the other hand, selecting :guilabel:`When all products are ready` configures the scheduled date to be 8 days from today: April 10th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:155 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:154 msgid "Purchase lead times" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:157 -msgid "Automatically determining the dates on which to place orders from suppliers can help simplify the procurement process." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:156 +msgid "Automatically scheduling supplier orders streamlines procurement by showing users exactly when to confirm a request for quotation (RFQ) and when to expect the goods." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:160 -msgid "Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO (Purchase Order)` deadline, based on the required date the product is needed in the warehouse. By working backwards from the receipt date, vendor lead times and purchase security lead times are taken into account, in order to determine the :abbr:`PO (Purchase Order)` deadline." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:159 +msgid "Key dates on an RFQ / PO" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:163 +msgid "Field" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:164 +msgid "Description" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:165 -msgid "This deadline is the date by which the order should be confirmed, in order to ensure timely arrival by the expected receipt date." +msgid "Order Deadline" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:166 +msgid "Last calendar day to confirm the |RFQ| and convert it to a |PO|" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:167 +msgid "Expected Arrival" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:168 +msgid "Arrival date of the products. Calculated by *Order Deadline* + *Vendor Lead Time*" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:170 +msgid "In addition, Odoo has global security lead times, which are buffers that widen the :ref:`just-in-time ` (JIT) forecast window. The security lead times affect **only** replenishment methods that use :doc:`pull rules <../../shipping_receiving/daily_operations/use_routes>`—for example :doc:`reordering rules ` or :doc:`make to order (MTO) `. They do not change the interval between *Order Deadline* and *Expected Arrival*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:178 +msgid ":doc:`PO scheduling with reordering rules `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:180 +msgid "Global security lead time buffers" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:184 +msgid "Buffer" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:186 +msgid "Impact on dates" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:187 +msgid ":ref:`Purchase Security Lead Time `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:188 +msgid "Extra calendar days to account for delays. Typically used to account for weekends or holidays." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:194 +msgid "None on the |RFQ|/|PO|; adds buffer days in the :ref:`JIT forecast window `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:192 +msgid ":ref:`Days to Purchase `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:193 +msgid "Days the vendor needs to review an |RFQ| after it is sent." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:-1 msgid "Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:172 -msgid ":doc:`PO scheduling with reordering rules `" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:201 +msgid "To tie all the purchase lead times together, consider this:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:203 +msgid "Today: April 21" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:204 +msgid ":guilabel:`Vendor Lead Time`: 1 day" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:205 +msgid ":guilabel:`Purchase Security Lead Time`: 4 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:206 +msgid ":guilabel:`Days to Purchase`: 2 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:208 +msgid "Days from today = 1 + 4 + 2 = 7" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:210 +msgid "Forecasted date = April 28" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 +msgid "Forecasted date calculation on the lead times pop-up." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:215 +msgid "Example of the :abbr:`JIT (just-in-time)` forecast window, which is April 21-28." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:217 +msgid "If an |RFQ| is created today, the following fields show:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:219 +msgid ":guilabel:`Order Deadline`: April 23 (:math:`\\text{Today} + 2`)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:220 +msgid ":guilabel:`Expected Arrival`: April 24 (:math:`\\text{Order Deadline} + 1`)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 +msgid "Order deadline displaying Apr 23 and Expected Arrival Apr 24." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:228 msgid "Vendor lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:230 msgid "To set a vendor lead time for orders arriving in the warehouse from a vendor location, begin by navigating to a product form through :menuselection:`Purchase app --> Products --> Products`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:233 msgid "Next, select the desired product, and switch to the :guilabel:`Purchase` tab. In the editable vendor pricelist, click the :guilabel:`Add a line` button to add vendor details, such as the :guilabel:`Vendor` name, :guilabel:`Price` offered for the product, and lastly, the :guilabel:`Delivery Lead Time`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:186 -msgid "Multiple vendors and lead times can be added to the vendor pricelist. The default vendor and lead time selected will be the entry at the top of the list." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:239 +msgid "Multiple vendors and lead times can be added to the vendor pricelist. The default vendor and lead time selected is the entry at the top of the list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:190 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:243 +msgid "A |PO| is marked late if the *Expected Arrival* date has passed, and appears in the *Late* box on the **Purchase** app's dashboard." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:247 msgid "On the vendor pricelist of the product form, the :guilabel:`Delivery Lead Time` for the selected vendor is set to `10 days.`" msgstr "" @@ -15994,63 +16592,39 @@ msgstr "" msgid "Add delivery lead times to vendor pricelist on a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:196 -msgid "By setting the vendor lead time, the expected arrival date of the item is automatically determined as the date of the :abbr:`PO (Purchase Order)` confirmation, plus the vendor lead time. This ensures that warehouse employees are notified, if the products do **not** arrive within the expected timeframe." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:202 -msgid "On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product configured with a 10-day vendor lead time, Odoo automatically sets the :guilabel:`Receipt Date` to July 21st. The receipt date also appears as the :guilabel:`Scheduled Date` on the warehouse receipt form, accessible from the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase Order)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 -msgid "Show expected *Receipt Date* of the product from the vendor." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 -msgid "Show expected *Scheduled Date* of arrival of the product from the vendor." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:216 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:256 msgid "Purchase security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:218 -msgid "*Purchase security lead time* is set globally for the business in :menuselection:`Inventory app --> Configuration --> Settings`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:258 +msgid "*Purchase security lead time* is a global buffer to account for delays, applied to **all** vendors. To set it, go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:221 -msgid "On the :guilabel:`Settings` page, under the :guilabel:`Advanced Scheduling` heading, tick the checkbox for :guilabel:`Security Lead Time for Purchase`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:261 +msgid "Under :guilabel:`Advanced Scheduling`, tick the :guilabel:`Security Lead Time for Purchase` checkbox." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:224 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:264 msgid "Next, enter the desired number of calendar days. By configuring the security lead time, a buffer is set to account for potential delays in supplier deliveries. Then, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:228 -msgid "Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, pushes the :guilabel:`Scheduled Date` of receipt back by two days. In that case, if a product is initially scheduled to arrive on April 6th, with a two-day security lead time, the new scheduled date for the receipt would be April 8th." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:0 -msgid "Set security lead time for purchase from the Inventory > Configuration > Settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:270 msgid "Days to purchase lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:241 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:272 msgid "To set it up, go to :menuselection:`Inventory app --> Configuration --> Settings`. Under the :guilabel:`Advanced Scheduling` section, in the :guilabel:`Days to Purchase` field, specify the number of days required for the vendor to confirm a |RFQ| after receiving it from the company." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:248 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:279 msgid "Manufacturing lead times" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:281 msgid "Lead times can help simplify the procurement process for consumable materials and components used in manufactured products with bills of materials (BoMs)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:253 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:284 msgid "The |MO| deadline, which is the deadline to begin the manufacturing process to complete the product by the scheduled delivery date, can be determined by configuring the manufacturing lead times and manufacturing security lead times." msgstr "" @@ -16058,19 +16632,19 @@ msgstr "" msgid "Visualization of the determination of planned MO date manufacturing lead times." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:261 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:292 msgid "Manufacturing lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:263 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:294 msgid "Manufacturing lead times for products are configured from a product's bill of materials (BoM) form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:265 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:296 msgid "To add a lead time to a |BoM|, navigate to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and select the desired |BoM| to edit." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:268 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:299 msgid "On the |BoM| form, click the :guilabel:`Miscellaneous` tab. Change the value (in days) in the :guilabel:`Manuf. Lead Time` field to specify the calendar days needed to manufacture the product." msgstr "" @@ -16078,75 +16652,75 @@ msgstr "" msgid "Manuf. Lead Time value specified on a product's Bill of Material form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:306 msgid "If the selected |BoM| is a multi-level |BoM|, the manufacturing lead times of the components are added." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:278 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:309 msgid "If the |BoM| product is subcontracted, the :guilabel:`Manuf. Lead Time` can be used to determine the date at which components should be sent to the subcontractor." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:281 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:312 msgid "Establish a |MO| deadline, based on the *expected delivery date*, indicated in the :guilabel:`Scheduled Date` field of the :abbr:`DO (Delivery Order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:315 msgid "The |MO| deadline, which is the :guilabel:`Scheduled Date` field on the |MO|, is calculated as the *expected delivery date* subtracted by the manufacturing lead time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:287 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:318 msgid "This ensures the manufacturing process begins on time, in order to meet the delivery date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:289 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:320 msgid "However, it is important to note that lead times are based on calendar days. Lead times do **not** consider weekends, holidays, or *work center capacity* (:dfn:`the number of operations that can be performed at the work center simultaneously`)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:294 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:325 msgid ":doc:`Manufacturing planning <../../../manufacturing/workflows/use_mps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:326 msgid ":doc:`Schedule MOs with reordering rules `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:298 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:329 msgid "A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is August 15th. The product requires 14 days to manufacture. So, the latest date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment date is August 1st." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:305 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:336 msgid "Days to prepare manufacturing order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:307 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:338 msgid "Configure the days required to gather components to manufacture a product by going to its |BoM|. To do that, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and select the desired |BoM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:311 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:342 msgid "In the :guilabel:`Miscellaneous` tab of the |BoM|, specify the calendar days needed to obtain components of the product in the :guilabel:`Days to prepare Manufacturing Order` field. Doing so creates |MOs| in advance, and ensures there is enough time to either replenish components, or manufacture semi-finished products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:317 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:348 msgid "Clicking :guilabel:`Compute`, located next to the :guilabel:`Days to prepare Manufacturing Order` field, calculates the longest lead time among all the components listed on the |BoM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:351 msgid "*Purchase security lead times* that impact this specific |BoM| are also added to this value." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:324 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:355 msgid "A |BoM| has two components, one has a manufacturing lead time of two days, and the other has a purchase lead time of four days. The :guilabel:`Days to prepare Manufacturing Order` is four days." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:331 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:362 msgid "Manufacturing security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:333 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:364 msgid "*Manufacturing security lead time* is set globally for the business in :menuselection:`Manufacturing app --> Configuration --> Settings`. Under the :guilabel:`Planning` heading, tick the checkbox for :guilabel:`Security Lead Time`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:368 msgid "Next, enter the desired number of calendar days. By configuring the security lead time, a buffer is set to account for potential delays in the manufacturing process. Then, click :guilabel:`Save`." msgstr "" @@ -16154,39 +16728,39 @@ msgstr "" msgid "View of the security lead time for manufacturing from the manufacturing app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:375 msgid "A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` set for August 15th. The manufacturing lead time is 7 days, and manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled Date` on the |MO| reflects the latest date to begin the manufacturing order. In this example, the planned date on the |MO| is August 5th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:381 msgid "Global example" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:383 msgid "See the following example to understand how all the lead times work together to ensure timely order fulfillment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:355 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:386 msgid "**Sales security lead time**: 1 day" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:356 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:387 msgid "**Manufacturing security lead time**: 2 days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:357 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:388 msgid "**Manufacturing lead time**: 3 days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:358 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:389 msgid "**Purchase security lead time**: 1 day" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:359 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:390 msgid "**Vendor lead time**: 4 days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:361 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:392 msgid "The customer places an order for a manufactured product on September 1st, and the scheduled delivery date from the warehouse is on September 20th. Odoo uses lead times and automated reordering rules to schedule the necessary operations, based on the outgoing shipment delivery date, September 20th:" msgstr "" @@ -16194,27 +16768,27 @@ msgstr "" msgid "Show timeline of how lead times work together to schedule warehouse operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:368 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:399 msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:370 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:401 msgid "**September 9th**: Deadline to order components to ensure they arrive in time when manufacturing begins (4-day supplier lead time)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:373 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:404 msgid "**September 13th**: Scheduled date of receipt for components. Initially, it was set to 9/14, but the 1-day purchase security lead time pushed the date earlier by 1 day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:376 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:407 msgid "**September 14th**: Deadline to begin manufacturing. Calculated by subtracting the manufacturing lead time of 3 days, and the manufacturing security lead time of 2 days, from the expected delivery date of September 19th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:380 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:411 msgid "**September 19th**: :guilabel:`Scheduled Date` on the delivery order form indicates the updated expected delivery date, which was originally set as September 20th. But the sales security lead time pushed the date forward by a day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:384 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/lead_times.rst:415 msgid "Odoo's replenishment planning maps a business' order fulfillment process, setting pre-determined deadlines and raw material order dates, including buffer days for potential delays. This ensures products are delivered on time." msgstr "" @@ -20010,7 +20584,7 @@ msgid "At the end of this process, the multilevel |BOM| is configured, and the t msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/sub_assemblies.rst:208 -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:112 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:123 msgid ":doc:`../../../sales/sales/sales_quotations/create_quotations`" msgstr "" @@ -20582,10 +21156,6 @@ msgstr "" msgid "Show the consumption warning error message." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:85 -msgid "Operations" -msgstr "" - #: ../../content/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.rst:87 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 "" @@ -25110,7 +25680,7 @@ msgid "A revised BOM" msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:113 -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:161 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:162 msgid "Compare changes" msgstr "" @@ -25123,22 +25693,22 @@ msgid "From the revised |BOM|, click the |ECO| name (for example, `ECO005: Impro msgstr "" #: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:120 -msgid "From the :guilabel:`PLM Overview`, select the |ECO| type in the :guilabel:" +msgid "From the :guilabel:`PLM Overview`, click the :guilabel:`Engineering Changes` button on the :guilabel:`BOM Updates` Kanban card. Click the Kanban card for the appropriate |ECO| to open it." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:122 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:123 msgid "On the |ECO| form, a new :guilabel:`BoM Changes` tab displays the differences between the current |BOM| and the new version." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:125 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:126 msgid "Blue text indicates new components added to the revised |BOM| that are not in the production |BOM|. Black text represents updates shared by both |BOMs|, while red text indicates components removed in the revised |BOM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:129 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:130 msgid "Changes and tests are encapsulated in the revised |BOM|, and do **not** affect the |BOM| currently used in production. That is, until the :ref:`changes are applied `." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:133 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:134 msgid "View the summary of the differences between the current and revised keyboard |BOMs| in the :guilabel:`BoM Changes` tab of the |ECO|." msgstr "" @@ -25146,71 +25716,71 @@ msgstr "" msgid "View summary of component changes in the BoM Changes tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:140 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:141 msgid "Change operations" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:142 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:143 msgid "To modify the operations in a |BOM|, click the :guilabel:`Revision` smart button on an |ECO| to access the archived, new version of the |BOM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:145 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:146 msgid "In the new |BOM| version, switch to the :guilabel:`Operations` tab to view and edit |BOM| operations. To make changes, select each operation, which opens the corresponding :guilabel:`Open: Operations` pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:150 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:151 msgid "The :guilabel:`Operations` tab is *not* available by default. To enable it, navigate to :menuselection:`Manufacturing app --> Configuration --> Settings`, and check the :guilabel:`Work Orders` box." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:154 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:155 msgid "Make changes to any of the fields in the :guilabel:`Open: Operations` pop-up window, then click :guilabel:`Save` once completed." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:157 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:158 msgid "Create new operations by clicking the :guilabel:`Add a line` button, and remove new operations by clicking the :guilabel:`Archive Operation` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:163 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:164 msgid "To compare a revised operations to the previous version, navigate to the |ECO| for the |BOM| in either of these ways:" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:166 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:167 msgid "From the revised |BOM|, click the |ECO| name (for example, `ECO005: Improve...`) in the breadcrumbs located in the top-left corner" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:168 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:169 msgid "From the :guilabel:`PLM Overview`, select the |ECO| type card, and then the correct |ECO| from the Kanban view." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:171 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:172 msgid "On the |ECO| form, a new :guilabel:`Operation Changes` tab displays the differences between the current production |BOM| and the new version." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:174 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:175 msgid "Blue text indicates new operations added to the revised |BOM| that do not yet exist in the production |BOM|. Black text represents updates shared by both |BOMs|, while red text indicates operations removed in the revised |BOM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:178 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:179 msgid "Modifications to the |BOM| in an |ECO| will **not** affect the |BOM| used in production. That is, until the :ref:`changes are applied `." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:181 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:182 msgid "In the :guilabel:`Operation Changes` tab, each row of details, beneath the columns in the table, reflect the following information:" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:184 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:185 msgid ":guilabel:`Operation`: Name of the operation that was modified." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:185 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:186 msgid ":guilabel:`Step`: specifies the quality control point, visible when the operation includes detailed instructions." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:189 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:190 msgid "To check for instructions, click the operation line item in the :guilabel:`Operations` tab of a |BOM|. Then, in the :guilabel:`Open: Operations` pop-up window, look for the :guilabel:`Instructions` smart button displayed at the top." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:194 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:195 msgid "The `Assembly` :guilabel:`Operation` includes `10` detailed :guilabel:`Instructions` to complete it." msgstr "" @@ -25219,39 +25789,39 @@ msgid "Show Instructions smart button to check whether an operation has addition "instructions." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:201 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:202 msgid ":guilabel:`Step Type` details the type of quality control for further instructions in the operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:203 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:204 msgid ":guilabel:`Type` corresponds with the colored text to specify how the revised |BOM| differs from the production |BOM|. Operation change types can be :guilabel:`Add`, :guilabel:`Remove`, or :guilabel:`Update`." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:206 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:207 msgid ":guilabel:`Work Center` specifies the work center at which the operation is performed." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:207 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:208 msgid ":guilabel:`Manual Duration Change` refers to the change in the :guilabel:`Default Duration` field in the :guilabel:`Open: Operations` pop-up window, which specifies the expected time for completing the operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:212 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:213 msgid "The :guilabel:`Operation Changes` tab compares the production |BOM| with the revised |BOM| in the |ECO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:215 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:216 msgid "In the revised |BOM|, a new `Assembly` :guilabel:`Operation` at the :guilabel:`Work Center` `Assembly Line 1` is added. In addition, the expected duration of the operation is `20.00` minutes, as specified by the :guilabel:`Manual Duration Change`." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:219 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:220 msgid "To supplement the `Assembly` operation, two quality control point instructions are added:" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:221 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:222 msgid "The first is the :guilabel:`Step` `QCP00039`, a :guilabel:`Step Type` to :guilabel:`Register Production` of components." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:223 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:224 msgid "The second :guilabel:`Step` is `QCP00034`, an `Instructions` :guilabel:`Step Type` that provides additional assembly details." msgstr "" @@ -25259,39 +25829,39 @@ msgstr "" msgid "Operation Changes tab in an |ECO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:232 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:233 msgid "Apply changes" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:234 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:235 msgid "After verifying the changes, move the |ECO| to a :ref:`verification stage `, which are stages that require approval before the revised changes can be applied to the production |BOM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:238 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:239 msgid "Once the approvers accept the changes, the :guilabel:`Apply Changes` button becomes available. Click this button, and the |ECO| is automatically moved to a closing stage. The changes are applied, which archives the original production |BOM|, and the revised |BOM| becomes the new production |BOM|." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:243 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:244 msgid "Verify changes" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:245 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:246 msgid "To ensure the changes are live, from the |ECO| where the :guilabel:`Apply Changes` button was pressed, return to the revised |BOM| by clicking the :guilabel:`Revision` smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:248 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:249 msgid "On the revised |BOM|, the large red :guilabel:`Archived` flag is removed." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:250 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:251 msgid "To further verify the changes, check the production |BOM| by going to :menuselection:`Manufacturing app --> Products --> Products` and select the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:253 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:254 msgid "Then, on the product form, click the :guilabel:`Bill of Materials` smart button, and select the |BOM| from the list. In the :guilabel:`Miscellaneous` tab of the |BOM|, the :guilabel:`Version` field is updated to match the version number shown on the :guilabel:`Revision` smart button of the latest |ECO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:259 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:260 msgid "After applying the changes of the |ECO| for the :ref:`keyboard `, view the version of the current keyboard |BOM| in the :guilabel:`Miscellaneous` tab. Here, the :guilabel:`Version` number has been updated to `2`, matching the `V2` that appears in the :guilabel:`Revision` smart button of the |ECO|." msgstr "" @@ -25299,31 +25869,31 @@ msgstr "" msgid "View current BOM version in the Miscellaneous tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:268 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:269 msgid "View changes" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:270 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:271 msgid "To review proposed changes, navigate to the :menuselection:`PLM app --> Overview`. In the `BOM Updates` |ECO| type card, the :guilabel:`# Engineering Changes` button represents the number of operational changes created." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:274 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:275 msgid "Click on the :guilabel:`# Engineering Changes` button to open the Kanban view of the |ECO| type. To view the suggestion, select an |ECO| in the `New` stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:277 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:278 msgid "On the |ECO|, view a summary of the proposed changes in the :guilabel:`Operation Changes` tab. Click the :guilabel:`Revision` smart button to navigate to the revised |BOM| and look into the proposed changes in greater detail." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:282 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:283 msgid "An operator suggested another check for broken components by adding a step while performing the `Assemble switches` operation for the :abbr:`MO (Manufacturing Order)` `WH/MO/00010` for the product, `Keyboard`." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:286 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:287 msgid "Then, this created |ECO| can be viewed by navigating to the `BOM Changes` ECO type found in :menuselection:`PLM app --> Overview`." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:289 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:290 msgid "The :guilabel:`Responsible` field is assigned to the operator who made the suggestion, allowing the employee revising the |BOM| to seek further clarification from the person who proposed the changes." msgstr "" @@ -25331,7 +25901,7 @@ msgstr "" msgid "Find the new ECO in the \"BOM Changes\" ECO type, in the \"New\" stage." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:297 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:298 msgid "On the revised |BOM|, switch to the :guilabel:`Operations` tab, and select the :icon:`fa-list-ul` :guilabel:`(Show Instructions)` icon. Doing so opens a list of :guilabel:`Steps` to perform the operation, with the newest instruction titled `New Step Suggestion:`, followed by the user-entered title. Click the line item to view the suggested changes." msgstr "" @@ -25339,40 +25909,40 @@ msgstr "" msgid "\"Show Instructions\" icon in the *Operations* tab of a BoM." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:306 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:307 #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst:3 msgid "Quality control points" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:309 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:310 msgid "The :doc:`Quality <../../quality>` app is required to configure quality control points." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:311 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:312 msgid "On the :ref:`quality control point ` form, ensure the following form fields are accurately filled out to give detailed instructions for operators:" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:314 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:315 msgid ":guilabel:`Title`: rename to give a concise description of the new instruction." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:315 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:316 msgid ":guilabel:`Control per`: using the drop-down menu, determine whether this instruction applies broadly for the :guilabel:`Product`, specifically for this :guilabel:`Operation` *only*, or a particular :guilabel:`Quantity` of the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:318 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:319 msgid ":guilabel:`Type`: categorizes the control point type. From the drop-down menu, select :guilabel:`Instructions` to detail an instruction for the worker. To receive input from the workers, select the :guilabel:`Take a Picture`, :guilabel:`Register Consumed Materials`, :guilabel:`Print Label`, or other :ref:`quality check options `." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:325 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:326 msgid ":ref:`Configure quality control points `" msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:327 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:328 msgid "Once the quality control point is configured, return to the :guilabel:`Steps` list using the breadcrumbs. Finally, drag the last quality control line item to its intended order of instructions." msgstr "" -#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:331 +#: ../../content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst:332 msgid "Drag and reorder the `Check for broken switches` instruction, by clicking and dragging its :icon:`oi-draggable` :guilabel:`(draggable)` icon to move it from the bottom to the second position." msgstr "" @@ -25873,51 +26443,63 @@ msgstr "" msgid "In Odoo, a *purchase order* (PO) can be exported as an XML file and imported as a *sales order* (SO) into another Odoo database, removing the need for manual entry of products, quantities, prices, and other key information." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:17 -msgid "Exported XMLs follow the `Order-X schema `_, a standard commonly used in European countries. When exchanging data between two Odoo databases, this schema remains compatible." +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:16 +msgid "The workflow in this document describes how buyers and sellers exchange data directly between their Odoo databases. As an alternative, sellers can receive a PDF version of the request for quotation (RFQ) by email and :ref:`upload it directly in their Sales dashboard `. **This method is simpler** but does not use the XML-based exchange described in the document." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:21 -msgid "However, implementing custom developments for software that does not support the Order-X schema may introduce additional complexity." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:25 -msgid "Roles and configuration" +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:23 +msgid "Exported XMLs follow the `UBL schema `_. When exchanging data between two Odoo databases, this schema remains compatible." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:27 +msgid "However, implementing custom developments for software that does not support the UBL schema may introduce additional complexity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:31 +msgid "Roles and configuration" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:33 msgid "To facilitate the |EDI| workflow, two companies are involved: the buyer (the company placing the order) and the seller (the company fulfilling the order). Each company has specific roles and configurations." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:32 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:38 msgid "Buyer database" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:34 -msgid "The buyer database is responsible for creating and confirming purchase orders. Prerequisites include :ref:`installing ` the **Purchase** app and adding vendors (the sellers in this workflow) as :doc:`portal users <../../../general/users/portal>`." +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:40 +msgid "The buyer database is responsible for creating and confirming purchase orders. Prerequisites include:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:39 -msgid "Seller database" +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:43 +msgid "(required) :ref:`installing ` the **Purchase** app" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:41 -msgid "The seller database is responsible for receiving and processing sales orders. The only prerequisite is :ref:`installing ` the **Sales** app." +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:44 +msgid "(optional) adding vendors (the sellers in this workflow) as :doc:`portal users <../../../general/users/portal>`." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:48 -msgid "Buyer's process" +msgid "Seller database" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:50 -msgid "To begin, the buyer (in their database) navigates to the :menuselection:`Purchase` app to create a request for quotation (RFQ)." +msgid "The seller database is responsible for receiving and processing sales orders. The only prerequisite is :ref:`installing ` the **Sales** app." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:53 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:57 +msgid "Buyer's process" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:59 +msgid "To begin, the buyer (in their database) navigates to the :menuselection:`Purchase` app to create a :abbr:`RFQ (request for quotation)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:62 msgid "Set the :guilabel:`Vendor` to the portal user representing the seller, and :guilabel:`Confirm` the :abbr:`RFQ (request for quotation)`. Doing so converts it into a :doc:`purchase order <../manage_deals/rfq>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:58 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:67 msgid "|PO| from the buyer's database. The :guilabel:`Vendor` is the seller's portal user account, Joel." msgstr "" @@ -25925,31 +26507,31 @@ msgstr "" msgid "Example PO. The Vendor is the seller's portal user account, Joel." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:64 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:73 msgid "Seller's process" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:66 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:75 msgid "Once the |PO| is confirmed, it appears on the seller's portal dashboard. The seller downloads the XML file and uploads it to their database." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:70 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:79 msgid "Download file" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:72 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:81 msgid "As the seller, log in to the buyer's database as the portal user. On the dashboard, scroll down and click the :guilabel:`Our Orders` button. Doing so reveals a list of purchase orders the buyer's database has addressed to the portal user." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:76 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:85 msgid "Select the desired purchase order, and the click :guilabel:`Connect with your software!` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:78 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:87 msgid "In the pop-up window, copy the provided URL, and paste it into a new browser tab to download the XML file." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:82 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:91 msgid "Joel's portal view of the PO. The first image displays the :guilabel:`Connect with your software!` button, and the second image displays a pop-up window with the :guilabel:`Copy` button." msgstr "" @@ -25961,24 +26543,24 @@ msgstr "" msgid "Pop-up to copy link." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:93 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:102 msgid ":download:`XML file ` for PO00017" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:96 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:107 msgid "Upload file" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:98 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:109 msgid "Next, the seller logs in to their own Odoo database and opens :menuselection:`Sales` app. Click :guilabel:`Upload` and select the downloaded XML file. Alternatively, users can drag and drop the file into the :guilabel:`Quotations` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:102 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:113 msgid "Doing so automatically generates a sales order with the customer populated as the buyer and all product lines, quantities, and prices pre-filled. This process ensures efficient and accurate data exchange between the two databases." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:109 -#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:109 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:120 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/edi.rst:120 msgid "Uploaded SO in the seller's database." msgstr "" diff --git a/locale/sources/productivity.pot b/locale/sources/productivity.pot index a11f7843f..f95e327e8 100644 --- a/locale/sources/productivity.pot +++ b/locale/sources/productivity.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-04-30 14:37+0000\n" +"POT-Creation-Date: 2025-06-12 07:10+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -20,62 +20,64 @@ msgstr "" msgid "Productivity" msgstr "" -#: ../../content/applications/productivity/appointments.rst:3 +#: ../../content/applications/productivity/appointments.rst:6 msgid "Appointments" msgstr "" -#: ../../content/applications/productivity/appointments.rst:5 +#: ../../content/applications/productivity/appointments.rst:8 msgid "Odoo's **Appointments** app is a self-service scheduling app that simplifies the process of booking meetings, consultations, or services. Integrated with Odoo's suite of business apps, it allows companies to automate appointment scheduling, reduce manual coordination, and provide a seamless experience for clients. Appointments can be linked to calendars, **CRM** opportunities, employee schedules, and more, making it an ideal tool for service-based businesses seeking efficiency and organization." msgstr "" -#: ../../content/applications/productivity/appointments.rst:13 +#: ../../content/applications/productivity/appointments.rst:16 +#: ../../content/applications/productivity/appointments/create-opps.rst:13 #: ../../content/applications/productivity/documents.rst:39 +#: ../../content/applications/productivity/spreadsheet/insert.rst:545 #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:17 #: ../../content/applications/productivity/voip/onsip.rst:33 msgid "Configuration" msgstr "" -#: ../../content/applications/productivity/appointments.rst:15 +#: ../../content/applications/productivity/appointments.rst:18 msgid "The **Appointments** app allows for new appointments to be scheduled based on the availability of users, or the availability of *resources*, such as meeting rooms or seating areas. To create a new resource, or manage existing resources, navigate to :menuselection:`Appointments --> Configuration --> Resources`. This opens a list of the available resources in the database, as well as their individual capacity." msgstr "" -#: ../../content/applications/productivity/appointments.rst:24 +#: ../../content/applications/productivity/appointments.rst:27 msgid "Resources" msgstr "" -#: ../../content/applications/productivity/appointments.rst:26 +#: ../../content/applications/productivity/appointments.rst:29 msgid "Click :guilabel:`New` to create a new resource. On the blank record, enter a :guilabel:`Name` for the new resource. In the :guilabel:`Capacity` field, enter the maximum number of people the resource can accommodate. Then, confirm the :guilabel:`Timezone` for this resource." msgstr "" -#: ../../content/applications/productivity/appointments.rst:30 +#: ../../content/applications/productivity/appointments.rst:33 msgid "If desired, select one or more :guilabel:`Linked Resource` from the drop-down. This option designates one or more resources that can be used in combination to handled a bigger demand." msgstr "" -#: ../../content/applications/productivity/appointments.rst:34 +#: ../../content/applications/productivity/appointments.rst:37 msgid "*Linked resources* are only used when using the :ref:`auto-assign ` :guilabel:`Assignment Method`." msgstr "" -#: ../../content/applications/productivity/appointments.rst:37 +#: ../../content/applications/productivity/appointments.rst:40 msgid "Lastly, add a :guilabel:`Description` for this resource." msgstr "" -#: ../../content/applications/productivity/appointments.rst:40 +#: ../../content/applications/productivity/appointments.rst:43 msgid "The contents of the :guilabel:`Description` tab are visible to customers when booking an appointment online." msgstr "" -#: ../../content/applications/productivity/appointments.rst:46 +#: ../../content/applications/productivity/appointments.rst:49 msgid "Appointment type configuration" msgstr "" -#: ../../content/applications/productivity/appointments.rst:48 +#: ../../content/applications/productivity/appointments.rst:51 msgid "Before appointments can be scheduled or booked, an appointment type must be created. Navigate to the :menuselection:`Appointments` app dashboard and click :guilabel:`New`. On the new blank record, enter an :guilabel:`Appointment Title`, then set a :guilabel:`Duration` for this appointment type." msgstr "" -#: ../../content/applications/productivity/appointments.rst:52 +#: ../../content/applications/productivity/appointments.rst:55 msgid "Next, set a :guilabel:`Pre-Booking Time`. This is the minimum amount of time between when an appointment can be booked and when the appointment can begin. If the :guilabel:`Pre-Booking Time` is `1` hour, appointments must be booked *at least* `1` hour in advance." msgstr "" -#: ../../content/applications/productivity/appointments.rst:57 +#: ../../content/applications/productivity/appointments.rst:60 msgid "An appointment type is created for `Tennis Courts`, with a :guilabel:`Duration` of `1` hour, and a :guilabel:`Pre-Booking Time` of `1` hour. At `02:00` PM, a customer attempts to book an appointment for the same day at `02:45` pm. The first available time is `04:00` pm." msgstr "" @@ -83,23 +85,23 @@ msgstr "" msgid "An example of the booking calendar showing available times." msgstr "" -#: ../../content/applications/productivity/appointments.rst:64 +#: ../../content/applications/productivity/appointments.rst:67 msgid "Select a :guilabel:`Scheduling Window`:" msgstr "" -#: ../../content/applications/productivity/appointments.rst:66 +#: ../../content/applications/productivity/appointments.rst:69 msgid "Select :guilabel:`Available now` to allow customers to book an appointment immediately. Use the :guilabel:`Up to X days into the future` field to define how far in advance customers can schedule appointments. For example, if `14` is entered, customers cannot book anything more than 14 days from the current date." msgstr "" -#: ../../content/applications/productivity/appointments.rst:70 +#: ../../content/applications/productivity/appointments.rst:73 msgid "Select :guilabel:`Within a date range` to limit bookings to a specific range of dates. After selecting this option, click the :guilabel:`From` and :guilabel:`to` fields, and use the calendar pop-up window to customize the date and time range." msgstr "" -#: ../../content/applications/productivity/appointments.rst:74 +#: ../../content/applications/productivity/appointments.rst:77 msgid "Update the :guilabel:`Allow Cancelling` field to limit the amount of time before an appointment where a customer can cancel. If this setting is enabled, customers are unable to cancel within the designated time frame." msgstr "" -#: ../../content/applications/productivity/appointments.rst:79 +#: ../../content/applications/productivity/appointments.rst:82 msgid "If a customer does try to cancel within the time frame, they receive an error message with contact information. If the appointment is for a resource, the contact details are for the user that created the appointment type. If the appointment is for a user, the contact details are for the user the appointment is with." msgstr "" @@ -107,52 +109,52 @@ msgstr "" msgid "An example of the message a customer sees when cancelling." msgstr "" -#: ../../content/applications/productivity/appointments.rst:87 +#: ../../content/applications/productivity/appointments.rst:90 msgid "Next, designate whether this appointment type is based on :guilabel:`Users` or :guilabel:`Resources`, by selecting the appropriate radio button. If it is based on users, select one or more :guilabel:`Users` in the drop-down. If it is based on :ref:`resources `, select one or more :guilabel:`Resources` in the drop-down." msgstr "" -#: ../../content/applications/productivity/appointments.rst:93 +#: ../../content/applications/productivity/appointments.rst:96 msgid "User-based appointment types can be used for scheduling sales meetings and demos, as well as recruiting interviews." msgstr "" -#: ../../content/applications/productivity/appointments.rst:96 +#: ../../content/applications/productivity/appointments.rst:99 msgid "Resource-based appointment types can be used for scheduling time in specific rooms or locations." msgstr "" -#: ../../content/applications/productivity/appointments.rst:98 +#: ../../content/applications/productivity/appointments.rst:101 msgid "Selecting :guilabel:`Resources` in the :guilabel:`Availability on` field reveals the :guilabel:`Manage Capacities` option. If selected, the appointment limits the number of participants based on the capacity of the resources selected." msgstr "" -#: ../../content/applications/productivity/appointments.rst:102 +#: ../../content/applications/productivity/appointments.rst:105 msgid "Choose an :guilabel:`Assignment Method` by selecting the appropriate radio button:" msgstr "" -#: ../../content/applications/productivity/appointments.rst:104 +#: ../../content/applications/productivity/appointments.rst:107 msgid ":guilabel:`Pick User/Resource then Time`: customers select from a list of available users/resources, then select an open time slot." msgstr "" -#: ../../content/applications/productivity/appointments.rst:106 +#: ../../content/applications/productivity/appointments.rst:109 msgid ":guilabel:`Select Time then User/Resource`: customers choose a date and time, then select from the list of available users/resources." msgstr "" -#: ../../content/applications/productivity/appointments.rst:108 +#: ../../content/applications/productivity/appointments.rst:111 msgid ":guilabel:`Select Time then auto-assign`: customers select a time slot and are automatically assigned a user/resource." msgstr "" -#: ../../content/applications/productivity/appointments.rst:112 +#: ../../content/applications/productivity/appointments.rst:115 #: ../../content/applications/productivity/calendar.rst:208 msgid "Schedule tab" msgstr "" -#: ../../content/applications/productivity/appointments.rst:114 +#: ../../content/applications/productivity/appointments.rst:117 msgid "The :guilabel:`Schedule` tab is used to outline when this appointment type is to be made available. The settings define the time slots shown on the booking page." msgstr "" -#: ../../content/applications/productivity/appointments.rst:117 +#: ../../content/applications/productivity/appointments.rst:120 msgid "Click :guilabel:`Add a line` to create a new time frame. Select a day of the week from the :guilabel:`Every` drop-down menu, then update the times in the :guilabel:`From` and :guilabel:`To` fields. Click the :icon:`fa-trash-o` :guilabel:`(trash)` icon to delete an entry. Multiple entries can be included for a single day." msgstr "" -#: ../../content/applications/productivity/appointments.rst:123 +#: ../../content/applications/productivity/appointments.rst:126 msgid "If an appointment should not be available at specific times, such as when users are taking lunch, include time slots before and after." msgstr "" @@ -160,89 +162,153 @@ msgstr "" msgid "An example of the Schedule tab in an appointment." msgstr "" -#: ../../content/applications/productivity/appointments.rst:130 +#: ../../content/applications/productivity/appointments.rst:133 #: ../../content/applications/productivity/calendar.rst:221 msgid "Options tab" msgstr "" -#: ../../content/applications/productivity/appointments.rst:132 +#: ../../content/applications/productivity/appointments.rst:135 msgid "The :guilabel:`Options` tab is used to customize the display options for this appointment, as well as notification settings for customers and users." msgstr "" -#: ../../content/applications/productivity/appointments.rst:135 +#: ../../content/applications/productivity/appointments.rst:138 msgid "The :guilabel:`Front-End Display` field determines how the appointment is presented on the website to customers. Select the :guilabel:`Show Pictures` radio button to publish the default pictures of the user or resources for this appointment on the website." msgstr "" -#: ../../content/applications/productivity/appointments.rst:139 +#: ../../content/applications/productivity/appointments.rst:142 msgid "The :guilabel:`Timezone` and :guilabel:`Location` fields automatically populate for resource appointments, based on where the resource is located. For user-based appointments, the :guilabel:`Location` field defaults to an `Online Meeting`, with a :guilabel:`Videoconference Link` automatically generated. If this should not be an online meeting, select a different option in the :guilabel:`Location` field." msgstr "" -#: ../../content/applications/productivity/appointments.rst:145 +#: ../../content/applications/productivity/appointments.rst:148 msgid "Tick the :guilabel:`Manual Confirmation` checkbox to require approval before a meeting is accepted. If this feature is enabled, the appointment time slot is still considered *reserved* until it is confirmed or rejected. Leave this checkbox blank to automatically accept meetings created from this appointment." msgstr "" -#: ../../content/applications/productivity/appointments.rst:150 -msgid "The :guilabel:`Create Opportunities` feature adds a lead or opportunity to the **CRM** app for each scheduled appointment, which is assigned to the responsible user. Tick the :guilabel:`Create Opportunities` checkbox to enable this option." +#: ../../content/applications/productivity/appointments.rst:153 +msgid "The :doc:`Create Opportunities ` feature adds an opportunity to the **CRM** app for each scheduled appointment, which is assigned to the responsible user. Tick the :guilabel:`Create Opportunities` checkbox to enable this option." msgstr "" -#: ../../content/applications/productivity/appointments.rst:155 +#: ../../content/applications/productivity/appointments.rst:158 msgid "This field is only visible if the **CRM** app is installed on the database." msgstr "" -#: ../../content/applications/productivity/appointments.rst:157 +#: ../../content/applications/productivity/appointments.rst:160 msgid "The :guilabel:`Reminders` field is used to set how customers are to be contacted before the appointment time. Select one or more options from the drop-down, based on the communication method, and the time frame." msgstr "" -#: ../../content/applications/productivity/appointments.rst:161 +#: ../../content/applications/productivity/appointments.rst:164 msgid "Tick the :guilabel:`Allow Guests` checkbox to grant customers the ability to add additional guests when registering for an appointment." msgstr "" -#: ../../content/applications/productivity/appointments.rst:165 +#: ../../content/applications/productivity/appointments.rst:170 #: ../../content/applications/productivity/calendar.rst:260 msgid "Questions tab" msgstr "" -#: ../../content/applications/productivity/appointments.rst:167 +#: ../../content/applications/productivity/appointments.rst:172 msgid "The :guilabel:`Questions` tab can be used to prompt customers for additional information while they are booking an appointment. Click :guilabel:`Add a line` to add a new question." msgstr "" -#: ../../content/applications/productivity/appointments.rst:170 +#: ../../content/applications/productivity/appointments.rst:175 msgid "On the :guilabel:`Create Questions` pop-up window, enter the :guilabel:`Question`, then choose an :guilabel:`Answer Type`." msgstr "" -#: ../../content/applications/productivity/appointments.rst:173 +#: ../../content/applications/productivity/appointments.rst:178 msgid "Tick the :guilabel:`Mandatory Answer` checkbox to require customers to answer this question before they are allowed to book an appointment. Click :guilabel:`Save & New` to add another question, or :guilabel:`Save & Close` when finished." msgstr "" -#: ../../content/applications/productivity/appointments.rst:178 +#: ../../content/applications/productivity/appointments.rst:183 #: ../../content/applications/productivity/calendar.rst:274 msgid "Messages tab" msgstr "" -#: ../../content/applications/productivity/appointments.rst:180 +#: ../../content/applications/productivity/appointments.rst:185 msgid "The :guilabel:`Messages` tab is used by the business to provide additional information to customers regarding this appointment type." msgstr "" -#: ../../content/applications/productivity/appointments.rst:184 +#: ../../content/applications/productivity/appointments.rst:189 msgid "The content in the :guilabel:`Messages` tab is visible to customers and website visitors." msgstr "" -#: ../../content/applications/productivity/appointments.rst:186 +#: ../../content/applications/productivity/appointments.rst:191 msgid "In the :guilabel:`Introduction Message` field, add a short description of the appointment type. This can include the topic of the appointment, a meeting agenda, or an introduction to the users responsible for the meeting." msgstr "" -#: ../../content/applications/productivity/appointments.rst:190 +#: ../../content/applications/productivity/appointments.rst:195 msgid "The :guilabel:`Extra Message on Confirmation` is displayed to a customer after they have booked a meeting. Add any additional information here that the customer should be aware of. This can include parking information, last minute rules, or additional instructions." msgstr "" -#: ../../content/applications/productivity/appointments.rst:195 +#: ../../content/applications/productivity/appointments.rst:200 msgid "Publishing an appointment" msgstr "" -#: ../../content/applications/productivity/appointments.rst:197 +#: ../../content/applications/productivity/appointments.rst:202 msgid "When an appointment is ready to publish, click the :guilabel:`Go to Website` smart button at the top of the record. Then, slide the :icon:`fa-toggle-off` :guilabel:`Unpublished` icon to :icon:`fa-toggle-on` :guilabel:`Published`." msgstr "" +#: ../../content/applications/productivity/appointments/create-opps.rst:3 +msgid "Create opportunities from appointments" +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:5 +msgid "When creating a new appointment type in the **Appointments** application, users have the option to create new *opportunities* with information from new bookings. This option captures information from scheduled appointments and creates opportunities in the **CRM** app." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:10 +msgid "This option is only available if the **CRM** application is installed on the database." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:15 +msgid "Navigate to the **Appointments** app dashboard. Click :guilabel:`New` to :doc:`create a new appointment type <../appointments>`. To edit an existing appointment type, click :icon:`fa-cog` :guilabel:`Action` at the far-right of the appointment line, to open the drop-down menu, then click :icon:`fa-pencil` :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:-1 +msgid "The edit button on an appointment type record." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:23 +msgid "On the appointment type record, click the :guilabel:`Options` tab, and tick the :guilabel:`Create Opportunities` checkbox." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:-1 +msgid "The options tab on an appointment type form." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:30 +msgid "Add questions" +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:32 +msgid "The :guilabel:`Questions` tab allows users to :ref:`add questions ` to the appointment booking page. When customers are booking an appointment slot, they are prompted to answer these questions. The information provided by customers is available in the :ref:`new opportunity `. Adding questions to the appointment type is optional. However, the additional information captured by the questions can be useful later in the sales pipeline." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:39 +msgid "A furniture company creates a new appointment type for sales demos. Customers reserve time with salespeople to discuss their furniture and design needs. However, because the time is limited to only thirty minute increments, salespeople do not have the time to show all of the available furniture styles in every call. They add questions to the appointment type to prompt customers to provide additional information about the products and services they are interested in. Not only does this help when preparing for the demo, it also provides clarity further along in the sales process." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:0 +msgid "An appointment booking form with custom questions." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:53 +msgid "Viewing the new opportunity" +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:55 +msgid "To view opportunities created from appointments, navigate to the :menuselection:`CRM` app dashboard. If necessary, remove any filters from the search bar. Then, click the Kanban card for the appropriate opportunity to open it." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:59 +msgid "The contact information from the appointment is added to the opportunity record. The answers the customer provided to the optional questions are included in the :guilabel:`Internal Notes` tab. The scheduled appointment is listed in the *Chatter* of the record, and can be edited from there." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:-1 +msgid "The chatter of an opportunity in the CRM with the scheduled appointment information." +msgstr "" + +#: ../../content/applications/productivity/appointments/create-opps.rst:67 +msgid "If an opportunity is created from a :ref:`resource based ` appointment type, the user who created the appointment type is listed as the :guilabel:`Salesperson` for the opportunity. If it is created from a user based appointment, the user the appointment is scheduled with is assigned as the :guilabel:`Salesperson`." +msgstr "" + #: ../../content/applications/productivity/calendar.rst:5 msgid "Calendar" msgstr "" @@ -2270,23 +2336,23 @@ msgstr "" msgid "A live chat conversation using a canned response." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:19 -msgid "Canned responses are available :ref:`to use ` in *Live Chat* conversations, the *Discuss* app, and the *Chatter* composer. This includes direct message conversations, channel conversations, and *WhatsApp* messages." +#: ../../content/applications/productivity/discuss/canned_responses.rst:18 +msgid "Canned responses are available :ref:`to use ` in **Live Chat** conversations, the **Discuss** app, and the *Chatter* composer. This includes direct message conversations, channel conversations, and **WhatsApp** messages." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:26 +#: ../../content/applications/productivity/discuss/canned_responses.rst:25 msgid "Creating canned responses" msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:28 -msgid "Canned responses are managed through the *Discuss* application. To create a new canned response, or manage the list of existing responses, navigate to :menuselection:`Discuss app --> Configuration --> Canned Responses`." +#: ../../content/applications/productivity/discuss/canned_responses.rst:27 +msgid "Canned responses are managed through the **Discuss** application. To create a new canned response, or manage the list of existing responses, navigate to :menuselection:`Discuss app --> Configuration --> Canned Responses`." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:32 +#: ../../content/applications/productivity/discuss/canned_responses.rst:31 msgid "Then, to create a new canned response, click :guilabel:`New` at the top-left of the list. Doing so reveals a new blank line in the list." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:35 +#: ../../content/applications/productivity/discuss/canned_responses.rst:34 msgid "Canned responses consist of two main components, a *shortcut* the user enters, and the *substitution* that replaces the shortcut." msgstr "" @@ -2294,87 +2360,87 @@ msgstr "" msgid "A list of canned responses emphasizing the shortcut and substitution fields." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:42 +#: ../../content/applications/productivity/discuss/canned_responses.rst:40 msgid "Type a shortcut command in the :guilabel:`Shortcut` field. Next, click on the :guilabel:`Substitution` field, and type the message that will replace the shortcut." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:46 +#: ../../content/applications/productivity/discuss/canned_responses.rst:44 msgid "Try to connect the shortcut to the topic of the substitution. Not only does this make it easier to use the responses, it prevents the list of responses from becoming disorganized and overwhelming." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:50 +#: ../../content/applications/productivity/discuss/canned_responses.rst:48 msgid "In the :guilabel:`Description` field, add any information that provides context for this response, such as guidelines for when it should or should not be used." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:53 +#: ../../content/applications/productivity/discuss/canned_responses.rst:51 msgid "The :guilabel:`Created by` field automatically populates with the name of the user that creates a new response. This field cannot be edited." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:56 +#: ../../content/applications/productivity/discuss/canned_responses.rst:54 msgid "To :ref:`share ` this response with other users, select one or more groups in the :guilabel:`Authorized Group` field that should have access." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:60 +#: ../../content/applications/productivity/discuss/canned_responses.rst:58 msgid "If the :guilabel:`Authorized Group` field is left blank, the response can **only** be used by the user that created it." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:63 -msgid "Canned responses created by the database are automatically credited as created by *OdooBot*. They must be assigned to an *authorized group* before they can be used by **any** users. To view the responses created by *OdooBot*, navigate to :menuselection:`Discuss app --> Configuration --> Canned Responses`. Click into the :guilabel:`Search..` bar, and remove any filters." +#: ../../content/applications/productivity/discuss/canned_responses.rst:61 +msgid "Canned responses created by the database are automatically credited as created by *OdooBot*. They must be assigned to an *authorized group* before they can be used by **any** users. To view the responses created by *OdooBot*, navigate to :menuselection:`Discuss app --> Configuration --> Canned Responses`. Click into the search bar, and remove any filters." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:68 +#: ../../content/applications/productivity/discuss/canned_responses.rst:66 msgid "Lastly, the :guilabel:`Last Used` field keeps track of the date and time each response was most recently used. This field cannot be edited." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:74 +#: ../../content/applications/productivity/discuss/canned_responses.rst:72 msgid "Share responses" msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:76 +#: ../../content/applications/productivity/discuss/canned_responses.rst:74 msgid "Canned responses, by default, are made available **only** to the user who creates them. To make a canned response available for others to use, they need to be shared." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:80 -msgid "Users with *Administrator* access rights can view and edit canned responses created by other users through the *Discuss* app. However, they are **only** able to use them if they are included in an authorized group that has been designated on that canned responses item line, located on the :guilabel:`Canned Responses` page." +#: ../../content/applications/productivity/discuss/canned_responses.rst:78 +msgid "Users with *Administrator* access rights can view and edit canned responses created by other users through the **Discuss** app. However, they are **only** able to use them if they are included in an authorized group that has been designated on that canned responses item line, located on the :guilabel:`Canned Responses` page." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:85 +#: ../../content/applications/productivity/discuss/canned_responses.rst:83 msgid "Access to shared responses is granted on the :ref:`groups ` level." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:87 +#: ../../content/applications/productivity/discuss/canned_responses.rst:85 msgid "To view the *Groups* a user is a member of, first enable :ref:`Developer mode `, then navigate to :menuselection:`Settings app --> Users & Companies --> Users`. Select a user from the list, and click to open their :guilabel:`User Record`. Then, click the :guilabel:`Groups` smart button at the top of the page." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:93 +#: ../../content/applications/productivity/discuss/canned_responses.rst:91 msgid "To view a list of users in a specific group, first enable :doc:`Developer mode <../../general/developer_mode/>`. Next, navigate to :menuselection:`Settings app --> Users & Companies --> Groups`. Select a group from the list, then click to open the :guilabel:`Group Record`. A list of users is included on the :guilabel:`Users` tab." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:98 +#: ../../content/applications/productivity/discuss/canned_responses.rst:96 msgid "After determining what groups should have access to a response, they **must** :ref:`be added ` to the :guilabel:`Authorized Groups` field for each canned response." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:103 +#: ../../content/applications/productivity/discuss/canned_responses.rst:101 msgid "The user who created the response can use it, even if they are not a member of one of the *Authorized Groups*." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:109 +#: ../../content/applications/productivity/discuss/canned_responses.rst:107 msgid "Use a canned response" msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:111 -msgid "Canned responses can be used in the *Discuss* app, in a *Live Chat* conversation, or on any record that contains a *Chatter* composer. This includes direct message conversations, channel conversations, and *WhatsApp* messages." +#: ../../content/applications/productivity/discuss/canned_responses.rst:109 +msgid "Canned responses can be used in the **Discuss** app, in a **Live Chat** conversation, or on any record that contains a *Chatter* composer. This includes direct message conversations, channel conversations, and *WhatsApp* messages." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:115 +#: ../../content/applications/productivity/discuss/canned_responses.rst:113 msgid "To use a canned response, type a colon (`:`) into a *Chatter* composer or chat window, followed by the shortcut. Then press :kbd:`Enter`. This replaces the shortcut with the substitution, though the response can still be edited before it is sent." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:120 +#: ../../content/applications/productivity/discuss/canned_responses.rst:118 msgid "Typing `:` in the *Chatter* composer, or chat window, on its own generates a drop-down list of available canned responses. A response can be selected from the list, in addition to the use of shortcuts." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:124 +#: ../../content/applications/productivity/discuss/canned_responses.rst:122 msgid "To search through the list of available responses, type `:`, followed by the first few letters of the shortcut." msgstr "" @@ -2382,16 +2448,16 @@ msgstr "" msgid "A live chat window with a list of all available canned responses." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:132 +#: ../../content/applications/productivity/discuss/canned_responses.rst:129 msgid ":doc:`Chatter `" msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:133 +#: ../../content/applications/productivity/discuss/canned_responses.rst:130 #: ../../content/applications/productivity/discuss/chatter.rst:421 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:134 +#: ../../content/applications/productivity/discuss/canned_responses.rst:131 msgid ":ref:`Commands and Canned Responses `" msgstr "" @@ -7668,76 +7734,312 @@ msgstr "" msgid "Spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:16 -msgid "Spreadsheet lets you organize, analyze, and visualize your data in tabular form. Among others, you can:" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet.rst:19 -msgid ":doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) `." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet.rst:20 -msgid ":doc:`Use global filters `." +#: ../../content/applications/productivity/spreadsheet.rst:17 +msgid "**Odoo Spreadsheet** allows you to organize, manipulate, analyze, and visualize data. It offers similar functionality to other spreadsheet solutions with the added benefit of integrating directly with your Odoo database." msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:21 -msgid ":doc:`Use formulas and functions `." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet.rst:22 -msgid ":doc:`Create and use templates `." +msgid "With **Odoo Spreadsheet**, you can:" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:23 -msgid "Format data." +msgid "create spreadsheets or upload existing `.xlsx` files and edit them" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:24 -msgid "Sort and filter data." +msgid "create :doc:`templates `" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:29 -msgid "Glossary" +#: ../../content/applications/productivity/spreadsheet.rst:25 +msgid ":doc:`use functions, including Odoo-specific functions `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:26 +msgid ":doc:`insert and link to Odoo data `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:27 +msgid ":doc:`create and use dynamic pivot tables `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:28 +msgid "filter data across multiple Odoo data sources using :doc:`global filters `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:30 +msgid "visualize data using charts and formatting" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:31 -msgid "Some of Spreadsheet's main :abbr:`UI (user interface)` elements are highlighted and defined below." +msgid "share files internally and externally" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:-1 -msgid "Spreadsheet main UI elements" +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:3 +msgid "Dynamic pivot tables" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:37 -msgid "Menu bar" +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:5 +msgid "When a pivot view from an Odoo database is inserted in a spreadsheet, it is by default a static pivot table. Each cell in a static pivot table contains an :ref:`Odoo-specific function ` that retrieves data from your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:38 -msgid "Top bar" +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:-1 +msgid "Function of static pivot table cell" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:39 -msgid "Formula bar" +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:12 +msgid "When the corresponding data in your database changes, e.g., the sales related to a given quarter or an individual salesperson, the cells of your static pivot table are updated." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:40 -msgid "Filters button" +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:15 +msgid "However, a static pivot table does not expand automatically to accommodate new data, e.g., sales data for a new quarter or for a newly hired salesperson. Neither is it possible to add or manipulate dimensions (i.e., columns or rows) or measures via the pivot table properties." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:41 -msgid "Row header" +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:20 +msgid "If you attempt to update or manipulate the properties of a pivot table that has just been inserted into a spreadsheet, an error message appears in the top right corner of the screen:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:42 -msgid "Column header" +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:0 +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Error message when trying to manipulate static pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:43 -msgid "Cell menu" +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:26 +msgid "To have more flexibility in how you can manipulate your pivot table, you can :ref:`create a dynamic pivot table ` from a static pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:44 -msgid "Bottom bar" +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:32 +msgid "Create a dynamic pivot table" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:34 +msgid "There are two main ways to create a dynamic pivot table from a static pivot table:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:36 +msgid "**Duplicate the static pivot table from the pivot table properties**: :ref:`Open the pivot table properties `, click the :icon:`fa-cog` (:guilabel:`gear`) icon at the top right of the pane, then click :icon:`fa-clone` :guilabel:`Duplicate`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:41 +msgid "A new data source is created and a dynamic version of the pivot table is inserted into a new sheet. The dynamic pivot table has the same styling as the original pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:45 +msgid "When you use this method, your new dynamic pivot table gets the next available pivot ID. This means you can create multiple pivot views associated with the same model, but with distinct settings, groupings, or calculations." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:49 +msgid "**Re-insert the dynamic pivot table from the Data menu**: On the sheet that contains your static pivot table, position your cursor in an empty cell. Click :menuselection:`Data -->` :icon:`os-insert-pivot` :menuselection:`Re-insert dynamic pivot` from the menu bar, then select the relevant pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:54 +msgid "A new, dynamic pivot table appears, with the same styling as the original pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:57 +msgid "When you use this method, your static and dynamic pivot share the same data source, and, consequently, the same pivot ID. To avoid confusion, delete the original static pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:61 +msgid "It is also possible to directly enter the :ref:`function ` of the dynamic pivot table in an empty cell. However, with this method, the table styling needs to be re-applied manually." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:68 +msgid "Dynamic pivot table functions" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:70 +msgid "Instead of each cell containing a unique function that retrieves data from your database, as in a :ref:`static pivot table `, a dynamic pivot table has a single function:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:78 +#: ../../content/applications/productivity/spreadsheet/insert.rst:162 +msgid "The arguments of the function are as follows:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:80 +#: ../../content/applications/productivity/spreadsheet/insert.rst:385 +msgid "`pivot_id`: the ID assigned when the pivot table is inserted. The first pivot table inserted in a spreadsheet is assigned pivot ID `1`, the second, pivot ID `2`, etc." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:82 +msgid "`row_count` and `column count`: the number of rows and columns respectively." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:83 +msgid "`include_total` and `include_column_titles`: values of `0` remove the total and column titles respectively." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:86 +msgid "This is an array function, which allows the pivot table to expand automatically to accommodate the results of the function." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:89 +msgid "The top-left cell contains the editable function, while clicking on any other cell reveals this formula greyed out." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:-1 +msgid "Array function of a dynamic pivot table" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:96 +msgid "If necessary, you can update the function of a dynamic pivot table to remove elements like the total or column titles." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:99 +msgid "With the function open in the formula bar or the top-left cell of the pivot table, position your cursor after the pivot ID then type `,` to advance to the optional field you want to modify. In the example below, adding the value `0` for `[include_total]` removes both the row total and column total from the pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:0 +msgid "Modifying the function of a dynamic pivot table" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:110 +msgid "Manipulate a dynamic pivot table" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:112 +msgid "To manipulate data in a dynamic pivot table, :ref:`open the pivot table properties `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:115 +msgid "The following options are available by clicking the :icon:`fa-cog` (:guilabel:`gear`) icon:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:117 +msgid ":icon:`fa-exchange` :guilabel:`Flip axes`: to move all the dimensions represented in columns to rows and vice versa." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:121 +msgid "Flipping the axes presents the data from a different perspective, possibly bringing new insights. However, depending on the volume of data, it can result in #SPILL errors. This happens when a formula tries to output a range of values, but something is blocking those cells, such as other data, merged cells, or the boundaries of the current sheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:126 +msgid "Hovering over the cell containing :guilabel:`#SPILL` details the error." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:128 +msgid ":icon:`fa-clone` :guilabel:`Duplicate`: to duplicate the dynamic pivot table and create a new data source with distinct properties." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:130 +msgid ":icon:`fa-trash` :guilabel:`Delete`: to delete the data source of the dynamic pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:133 +msgid "Deleting the data source of a pivot table does not delete the visual representation of the data. Delete the table from the spreadsheet using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:140 +msgid "Dimensions" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:142 +msgid "The dimensions of the pivot table, i.e., how the data is grouped, are placed in :guilabel:`Columns` and :guilabel:`Rows` according to how they appeared in the pivot view in your database, i.e., before the pivot table was inserted in the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:146 +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:169 +msgid "You can:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:148 +msgid "add new dimensions by clicking :guilabel:`Add`" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:149 +msgid "delete existing dimensions by clicking the :icon:`fa-trash` :guilabel:`(delete)` icon on the relevant dimension" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:151 +msgid "change the order in which dimensions are displayed in :guilabel:`Columns` or :guilabel:`Rows` by clicking then dragging the dimension to the desired position within its respective section" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:153 +msgid "change the axis on which a dimension is shown by clicking then dragging the dimension from :guilabel:`Columns` to :guilabel:`Rows` or vice versa" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:155 +msgid "change how a dimension's values are ordered by selecting :guilabel:`Ascending`, :guilabel:`Descending`, or :guilabel:`Unsorted` in the :guilabel:`Order by` field" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:157 +msgid "for date- or time-based dimensions, select the desired :guilabel:`Granularity` from the options in the dropdown menu" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:163 +msgid "Measures" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:165 +msgid "The measures of your pivot table, i.e., what you are measuring, or analyzing, based on the dimensions you have chosen, are listed in the order they appeared in the pivot view in your database." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:171 +msgid "add new measures, including :ref:`calculated measures `, by clicking :guilabel:`Add`" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:174 +msgid "hide (:icon:`fa-eye`), show (:icon:`fa-eye-slash`), or delete (:icon:`fa-trash`) existing measures" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:175 +msgid "edit the name of existing measures by clicking on the measure's name" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:176 +msgid "change the order in which measures are displayed by clicking then dragging the measure to the desired position" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:178 +msgid "change how measures are displayed by clicking the :icon:`fa-cog` :guilabel:`(gear)` icon, then selecting the desired option from the dropdown menu, e.g., :guilabel:`% of grand total` or :guilabel:`Rank smallest to largest`. The pivot table data updates dynamically as different options are selected." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:182 +msgid "choose how measures are aggregated, e.g., by :guilabel:`Sum`, :guilabel:`Average`, :guilabel:`Minimum`" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:188 +msgid "Calculated measures" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:190 +msgid "It is possible to add calculated measures if the desired measure did not exist in the original pivot view. For example, a calculated measure could be added to show the average revenue per order or the profit margin per product." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:194 +msgid "To add a calculated measure:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:196 +msgid "From the :guilabel:`Measures` section of the pivot table properties, click :guilabel:`Add`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:197 +msgid "Below the scrollable list, click :icon:`os-formula` :guilabel:`Add calculated measure`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:198 +msgid "Rename the calculated measure by clicking on the name and typing." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:199 +msgid "Click on the line starting with `=` and enter the formula." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:202 +msgid "In the below example, the average revenue per order is added by dividing the sum of the sales by the number of orders." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:0 +msgid "Formula for a calculated measure" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:208 +msgid "Choose how the measure should be aggregated by selecting a value from the dropdown." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:211 +msgid "There are advantages to using a static pivot table, for example, being able to see the functions behind individual cells. To have this possibility, select the relevant portion of your dynamic pivot table, copy it, then paste it into an empty part of the sheet. Click on any pasted cell to see the :ref:`Odoo function ` used to retrieve the data." msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:3 @@ -7745,2949 +8047,4044 @@ msgid "Functions" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:5 -msgid "Spreadsheet functions are divided in the following categories:" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:7 -msgid ":ref:`Array `" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:8 -msgid ":ref:`Database `" +msgid "**Odoo Spreadsheet** supports formulas and functions found in most spreadsheet solutions. This page presents the available functions by category. Odoo-specific functions are included both in the relevant category and in a dedicated :ref:`Odoo ` category:" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:9 -msgid ":ref:`Date `" +msgid ":ref:`Array `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:10 -msgid ":ref:`Engineering `" +msgid ":ref:`Database `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:11 -msgid ":ref:`Filter `" +msgid ":ref:`Date `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:12 -msgid ":ref:`Financial `" +msgid ":ref:`Engineering `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:13 -msgid ":ref:`Info `" +msgid ":ref:`Filter `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:14 -msgid ":ref:`Logical `" +msgid ":ref:`Financial `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:15 -msgid ":ref:`Lookup `" +msgid ":ref:`Info `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:16 -msgid ":ref:`Math `" +msgid ":ref:`Logical `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:17 -msgid ":ref:`Misc `" +msgid ":ref:`Lookup `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:18 -msgid ":ref:`Odoo `" +msgid ":ref:`Math `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:19 -msgid ":ref:`Operators `" +msgid ":ref:`Operators `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:20 -msgid ":ref:`Statistical `" +msgid ":ref:`Parser `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:21 -msgid ":ref:`Text `" +msgid ":ref:`Statistical `" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:22 -msgid ":ref:`Web `" +msgid ":ref:`Text `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:25 +#: ../../content/applications/productivity/spreadsheet/functions.rst:23 +msgid ":ref:`Web `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:24 +msgid ":ref:`Odoo-specific functions `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:27 msgid "Formulas containing functions that are not compatible with Excel are replaced by their evaluated result when exporting a spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:31 +#: ../../content/applications/productivity/spreadsheet/functions.rst:33 +#: ../../content/applications/productivity/spreadsheet/functions.rst:840 msgid "Array" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:37 -#: ../../content/applications/productivity/spreadsheet/functions.rst:89 -#: ../../content/applications/productivity/spreadsheet/functions.rst:125 -#: ../../content/applications/productivity/spreadsheet/functions.rst:201 -#: ../../content/applications/productivity/spreadsheet/functions.rst:215 -#: ../../content/applications/productivity/spreadsheet/functions.rst:231 -#: ../../content/applications/productivity/spreadsheet/functions.rst:341 -#: ../../content/applications/productivity/spreadsheet/functions.rst:373 -#: ../../content/applications/productivity/spreadsheet/functions.rst:405 -#: ../../content/applications/productivity/spreadsheet/functions.rst:447 -#: ../../content/applications/productivity/spreadsheet/functions.rst:575 -#: ../../content/applications/productivity/spreadsheet/functions.rst:589 -#: ../../content/applications/productivity/spreadsheet/functions.rst:621 -#: ../../content/applications/productivity/spreadsheet/functions.rst:663 -#: ../../content/applications/productivity/spreadsheet/functions.rst:783 -#: ../../content/applications/productivity/spreadsheet/functions.rst:835 +#: ../../content/applications/productivity/spreadsheet/functions.rst:39 +#: ../../content/applications/productivity/spreadsheet/functions.rst:91 +#: ../../content/applications/productivity/spreadsheet/functions.rst:127 +#: ../../content/applications/productivity/spreadsheet/functions.rst:203 +#: ../../content/applications/productivity/spreadsheet/functions.rst:217 +#: ../../content/applications/productivity/spreadsheet/functions.rst:237 +#: ../../content/applications/productivity/spreadsheet/functions.rst:361 +#: ../../content/applications/productivity/spreadsheet/functions.rst:393 +#: ../../content/applications/productivity/spreadsheet/functions.rst:425 +#: ../../content/applications/productivity/spreadsheet/functions.rst:469 +#: ../../content/applications/productivity/spreadsheet/functions.rst:597 +#: ../../content/applications/productivity/spreadsheet/functions.rst:639 +#: ../../content/applications/productivity/spreadsheet/functions.rst:653 +#: ../../content/applications/productivity/spreadsheet/functions.rst:773 +#: ../../content/applications/productivity/spreadsheet/functions.rst:827 +#: ../../content/applications/productivity/spreadsheet/functions.rst:846 +#: ../../content/applications/productivity/spreadsheet/functions.rst:860 +#: ../../content/applications/productivity/spreadsheet/functions.rst:886 +#: ../../content/applications/productivity/spreadsheet/functions.rst:914 +#: ../../content/applications/productivity/spreadsheet/functions.rst:930 +#: ../../content/applications/productivity/spreadsheet/functions.rst:944 +#: ../../content/applications/productivity/spreadsheet/functions.rst:960 +#: ../../content/applications/productivity/spreadsheet/functions.rst:998 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1022 msgid "Name and arguments" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:38 -#: ../../content/applications/productivity/spreadsheet/functions.rst:90 -#: ../../content/applications/productivity/spreadsheet/functions.rst:126 -#: ../../content/applications/productivity/spreadsheet/functions.rst:202 -#: ../../content/applications/productivity/spreadsheet/functions.rst:216 -#: ../../content/applications/productivity/spreadsheet/functions.rst:232 -#: ../../content/applications/productivity/spreadsheet/functions.rst:342 -#: ../../content/applications/productivity/spreadsheet/functions.rst:374 -#: ../../content/applications/productivity/spreadsheet/functions.rst:406 -#: ../../content/applications/productivity/spreadsheet/functions.rst:448 -#: ../../content/applications/productivity/spreadsheet/functions.rst:576 -#: ../../content/applications/productivity/spreadsheet/functions.rst:590 -#: ../../content/applications/productivity/spreadsheet/functions.rst:622 -#: ../../content/applications/productivity/spreadsheet/functions.rst:664 -#: ../../content/applications/productivity/spreadsheet/functions.rst:784 -#: ../../content/applications/productivity/spreadsheet/functions.rst:836 +#: ../../content/applications/productivity/spreadsheet/functions.rst:40 +#: ../../content/applications/productivity/spreadsheet/functions.rst:92 +#: ../../content/applications/productivity/spreadsheet/functions.rst:128 +#: ../../content/applications/productivity/spreadsheet/functions.rst:204 +#: ../../content/applications/productivity/spreadsheet/functions.rst:218 +#: ../../content/applications/productivity/spreadsheet/functions.rst:238 +#: ../../content/applications/productivity/spreadsheet/functions.rst:362 +#: ../../content/applications/productivity/spreadsheet/functions.rst:394 +#: ../../content/applications/productivity/spreadsheet/functions.rst:426 +#: ../../content/applications/productivity/spreadsheet/functions.rst:470 +#: ../../content/applications/productivity/spreadsheet/functions.rst:598 +#: ../../content/applications/productivity/spreadsheet/functions.rst:640 +#: ../../content/applications/productivity/spreadsheet/functions.rst:654 +#: ../../content/applications/productivity/spreadsheet/functions.rst:774 +#: ../../content/applications/productivity/spreadsheet/functions.rst:828 +#: ../../content/applications/productivity/spreadsheet/functions.rst:847 +#: ../../content/applications/productivity/spreadsheet/functions.rst:861 +#: ../../content/applications/productivity/spreadsheet/functions.rst:887 +#: ../../content/applications/productivity/spreadsheet/functions.rst:915 +#: ../../content/applications/productivity/spreadsheet/functions.rst:931 +#: ../../content/applications/productivity/spreadsheet/functions.rst:945 +#: ../../content/applications/productivity/spreadsheet/functions.rst:961 +#: ../../content/applications/productivity/spreadsheet/functions.rst:999 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1023 msgid "Description or link" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:39 +#: ../../content/applications/productivity/spreadsheet/functions.rst:41 +#: ../../content/applications/productivity/spreadsheet/functions.rst:848 msgid "ARRAY.CONSTRAIN(input_range, rows, columns)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:40 +#: ../../content/applications/productivity/spreadsheet/functions.rst:42 +#: ../../content/applications/productivity/spreadsheet/functions.rst:849 msgid "Returns a result array constrained to a specific width and height (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:41 +#: ../../content/applications/productivity/spreadsheet/functions.rst:43 msgid "CHOOSECOLS(array, col_num, [col_num2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:42 +#: ../../content/applications/productivity/spreadsheet/functions.rst:44 msgid "`Excel CHOOSECOLS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:43 +#: ../../content/applications/productivity/spreadsheet/functions.rst:45 msgid "CHOOSEROWS(array, row_num, [row_num2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:44 +#: ../../content/applications/productivity/spreadsheet/functions.rst:46 msgid "`Excel CHOOSEROWS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:45 +#: ../../content/applications/productivity/spreadsheet/functions.rst:47 msgid "EXPAND(array, rows, [columns], [pad_with])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:46 +#: ../../content/applications/productivity/spreadsheet/functions.rst:48 msgid "`Excel EXPAND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:47 +#: ../../content/applications/productivity/spreadsheet/functions.rst:49 +#: ../../content/applications/productivity/spreadsheet/functions.rst:850 msgid "FLATTEN(range, [range2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:48 +#: ../../content/applications/productivity/spreadsheet/functions.rst:50 +#: ../../content/applications/productivity/spreadsheet/functions.rst:851 msgid "Flattens all the values from one or more ranges into a single column (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:49 +#: ../../content/applications/productivity/spreadsheet/functions.rst:51 msgid "FREQUENCY(data, classes)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:50 +#: ../../content/applications/productivity/spreadsheet/functions.rst:52 msgid "`Excel FREQUENCY article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:51 +#: ../../content/applications/productivity/spreadsheet/functions.rst:53 msgid "HSTACK(range1, [range2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:52 +#: ../../content/applications/productivity/spreadsheet/functions.rst:54 msgid "`Excel HSTACK article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:53 +#: ../../content/applications/productivity/spreadsheet/functions.rst:55 msgid "MDETERM(square_matrix)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:54 +#: ../../content/applications/productivity/spreadsheet/functions.rst:56 msgid "`Excel MDETERM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:55 +#: ../../content/applications/productivity/spreadsheet/functions.rst:57 msgid "MINVERSE(square_matrix)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:56 +#: ../../content/applications/productivity/spreadsheet/functions.rst:58 msgid "`Excel MINVERSE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:57 +#: ../../content/applications/productivity/spreadsheet/functions.rst:59 msgid "MMULT(matrix1, matrix2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:58 +#: ../../content/applications/productivity/spreadsheet/functions.rst:60 msgid "`Excel MMULT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:59 +#: ../../content/applications/productivity/spreadsheet/functions.rst:61 msgid "SUMPRODUCT(range1, [range2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:60 +#: ../../content/applications/productivity/spreadsheet/functions.rst:62 msgid "`Excel SUMPRODUCT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:61 +#: ../../content/applications/productivity/spreadsheet/functions.rst:63 msgid "SUMX2MY2(array_x, array_y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:62 +#: ../../content/applications/productivity/spreadsheet/functions.rst:64 msgid "`Excel SUMX2MY2 article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:63 +#: ../../content/applications/productivity/spreadsheet/functions.rst:65 msgid "SUMX2PY2(array_x, array_y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:64 +#: ../../content/applications/productivity/spreadsheet/functions.rst:66 msgid "`Excel SUMX2PY2 article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:65 +#: ../../content/applications/productivity/spreadsheet/functions.rst:67 msgid "SUMXMY2(array_x, array_y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:66 +#: ../../content/applications/productivity/spreadsheet/functions.rst:68 msgid "`Excel SUMXMY2 article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:67 +#: ../../content/applications/productivity/spreadsheet/functions.rst:69 msgid "TOCOL(array, [ignore], [scan_by_column])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:68 +#: ../../content/applications/productivity/spreadsheet/functions.rst:70 msgid "`Excel TOCOL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:69 +#: ../../content/applications/productivity/spreadsheet/functions.rst:71 msgid "TOROW(array, [ignore], [scan_by_column])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:70 +#: ../../content/applications/productivity/spreadsheet/functions.rst:72 msgid "`Excel TOROW article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:71 +#: ../../content/applications/productivity/spreadsheet/functions.rst:73 msgid "TRANSPOSE(range)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:72 +#: ../../content/applications/productivity/spreadsheet/functions.rst:74 msgid "`Excel TRANSPOSE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:73 +#: ../../content/applications/productivity/spreadsheet/functions.rst:75 msgid "VSTACK(range1, [range2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:74 +#: ../../content/applications/productivity/spreadsheet/functions.rst:76 msgid "`Excel VSTACK article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:75 +#: ../../content/applications/productivity/spreadsheet/functions.rst:77 msgid "WRAPCOLS(range, wrap_count, [pad_with])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:76 +#: ../../content/applications/productivity/spreadsheet/functions.rst:78 msgid "`Excel WRAPCOLS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:77 +#: ../../content/applications/productivity/spreadsheet/functions.rst:79 msgid "WRAPROWS(range, wrap_count, [pad_with])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:78 +#: ../../content/applications/productivity/spreadsheet/functions.rst:80 msgid "`Excel WRAPROWS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:83 +#: ../../content/applications/productivity/spreadsheet/functions.rst:85 msgid "Database" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:91 +#: ../../content/applications/productivity/spreadsheet/functions.rst:93 msgid "DAVERAGE(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:92 +#: ../../content/applications/productivity/spreadsheet/functions.rst:94 msgid "`Excel DAVERAGE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:93 +#: ../../content/applications/productivity/spreadsheet/functions.rst:95 msgid "DCOUNT(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:94 +#: ../../content/applications/productivity/spreadsheet/functions.rst:96 msgid "`Excel DCOUNT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:95 +#: ../../content/applications/productivity/spreadsheet/functions.rst:97 msgid "DCOUNTA(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:96 +#: ../../content/applications/productivity/spreadsheet/functions.rst:98 msgid "`Excel DCOUNTA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:97 +#: ../../content/applications/productivity/spreadsheet/functions.rst:99 msgid "DGET(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:98 +#: ../../content/applications/productivity/spreadsheet/functions.rst:100 msgid "`Excel DGET article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:99 +#: ../../content/applications/productivity/spreadsheet/functions.rst:101 msgid "DMAX(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:100 +#: ../../content/applications/productivity/spreadsheet/functions.rst:102 msgid "`Excel DMAX article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:101 +#: ../../content/applications/productivity/spreadsheet/functions.rst:103 msgid "DMIN(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:102 +#: ../../content/applications/productivity/spreadsheet/functions.rst:104 msgid "`Excel DMIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:103 +#: ../../content/applications/productivity/spreadsheet/functions.rst:105 msgid "DPRODUCT(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:104 +#: ../../content/applications/productivity/spreadsheet/functions.rst:106 msgid "`Excel DPRODUCT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:105 +#: ../../content/applications/productivity/spreadsheet/functions.rst:107 msgid "DSTDEV(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:106 +#: ../../content/applications/productivity/spreadsheet/functions.rst:108 msgid "`Excel DSTDEV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:107 +#: ../../content/applications/productivity/spreadsheet/functions.rst:109 msgid "DSTDEVP(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:108 +#: ../../content/applications/productivity/spreadsheet/functions.rst:110 msgid "`Excel DSTDEVP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:109 +#: ../../content/applications/productivity/spreadsheet/functions.rst:111 msgid "DSUM(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:110 +#: ../../content/applications/productivity/spreadsheet/functions.rst:112 msgid "`Excel DSUM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:111 +#: ../../content/applications/productivity/spreadsheet/functions.rst:113 msgid "DVAR(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:112 +#: ../../content/applications/productivity/spreadsheet/functions.rst:114 msgid "`Excel DVAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:113 +#: ../../content/applications/productivity/spreadsheet/functions.rst:115 msgid "DVARP(database, field, criteria)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:114 +#: ../../content/applications/productivity/spreadsheet/functions.rst:116 msgid "`Excel DVARP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:119 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:46 +#: ../../content/applications/productivity/spreadsheet/functions.rst:121 +#: ../../content/applications/productivity/spreadsheet/functions.rst:854 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:95 msgid "Date" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:127 +#: ../../content/applications/productivity/spreadsheet/functions.rst:129 msgid "DATE(year, month, day)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:128 +#: ../../content/applications/productivity/spreadsheet/functions.rst:130 msgid "`Excel DATE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:129 +#: ../../content/applications/productivity/spreadsheet/functions.rst:131 msgid "DATEDIF(start_date, end_date, unit)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:130 +#: ../../content/applications/productivity/spreadsheet/functions.rst:132 msgid "`Excel DATEDIF article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:131 +#: ../../content/applications/productivity/spreadsheet/functions.rst:133 msgid "DATEVALUE(date_string)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:132 +#: ../../content/applications/productivity/spreadsheet/functions.rst:134 msgid "`Excel DATEVALUE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:133 +#: ../../content/applications/productivity/spreadsheet/functions.rst:135 msgid "DAY(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:134 +#: ../../content/applications/productivity/spreadsheet/functions.rst:136 msgid "`Excel DAY article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:135 +#: ../../content/applications/productivity/spreadsheet/functions.rst:137 msgid "DAYS(end_date, start_date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:136 +#: ../../content/applications/productivity/spreadsheet/functions.rst:138 msgid "`Excel DAYS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:137 +#: ../../content/applications/productivity/spreadsheet/functions.rst:139 msgid "DAYS360(start_date, end_date, [method])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:138 +#: ../../content/applications/productivity/spreadsheet/functions.rst:140 msgid "`Excel DAYS360 article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:139 +#: ../../content/applications/productivity/spreadsheet/functions.rst:141 msgid "EDATE(start_date, months)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:140 +#: ../../content/applications/productivity/spreadsheet/functions.rst:142 msgid "`Excel EDATE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:141 +#: ../../content/applications/productivity/spreadsheet/functions.rst:143 msgid "EOMONTH(start_date, months)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:142 +#: ../../content/applications/productivity/spreadsheet/functions.rst:144 msgid "`Excel EOMONTH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:143 +#: ../../content/applications/productivity/spreadsheet/functions.rst:145 msgid "HOUR(time)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:144 +#: ../../content/applications/productivity/spreadsheet/functions.rst:146 msgid "`Excel HOUR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:145 +#: ../../content/applications/productivity/spreadsheet/functions.rst:147 msgid "ISOWEEKNUM(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:146 +#: ../../content/applications/productivity/spreadsheet/functions.rst:148 msgid "`Excel ISOWEEKNUM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:147 +#: ../../content/applications/productivity/spreadsheet/functions.rst:149 msgid "MINUTE(time)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:148 +#: ../../content/applications/productivity/spreadsheet/functions.rst:150 msgid "`Excel MINUTE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:149 +#: ../../content/applications/productivity/spreadsheet/functions.rst:151 msgid "MONTH(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:150 +#: ../../content/applications/productivity/spreadsheet/functions.rst:152 msgid "`Excel MONTH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:151 -msgid "NETWORKDAYS(start_date, end_date, [holidays])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:152 -msgid "`Excel NETWORKDAYS article `_" -msgstr "" - #: ../../content/applications/productivity/spreadsheet/functions.rst:153 -msgid "NETWORKDAYS.INTL(start_date, end_date, [weekend], [holidays])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:154 -msgid "`Excel NETWORKDAYS.INTL article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:155 -msgid "NOW()" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:156 -msgid "`Excel NOW article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:157 -msgid "SECOND(time)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:158 -msgid "`Excel SECOND article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:159 -msgid "TIME(hour, minute, second)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:160 -msgid "`Excel TIME article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:161 -msgid "TIMEVALUE(time_string)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:162 -msgid "`Excel TIMEVALUE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:163 -msgid "TODAY()" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:164 -msgid "`Excel TODAY article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:165 -msgid "WEEKDAY(date, [type])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:166 -msgid "`Excel WEEKDAY article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:167 -msgid "WEEKNUM(date, [type])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:168 -msgid "`Excel WEEKNUM article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:169 -msgid "WORKDAY(start_date, num_days, [holidays])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:170 -msgid "`Excel WORKDAY article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:171 -msgid "WORKDAY.INTL(start_date, num_days, [weekend], [holidays])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:172 -msgid "`Excel WORKDAY.INTL article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:173 -msgid "YEAR(date)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:174 -msgid "`Excel YEAR article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:175 -msgid "YEARFRAC(start_date, end_date, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:176 -msgid "Exact number of years between two dates (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:177 -msgid "MONTH.START(date)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:178 -msgid "First day of the month preceding a date (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:179 +#: ../../content/applications/productivity/spreadsheet/functions.rst:862 msgid "MONTH.END(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:180 +#: ../../content/applications/productivity/spreadsheet/functions.rst:154 +#: ../../content/applications/productivity/spreadsheet/functions.rst:863 msgid "Last day of the month following a date (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:181 +#: ../../content/applications/productivity/spreadsheet/functions.rst:155 +#: ../../content/applications/productivity/spreadsheet/functions.rst:864 +msgid "MONTH.START(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:156 +#: ../../content/applications/productivity/spreadsheet/functions.rst:865 +msgid "First day of the month preceding a date (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:157 +msgid "NETWORKDAYS(start_date, end_date, [holidays])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:158 +msgid "`Excel NETWORKDAYS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:159 +msgid "NETWORKDAYS.INTL(start_date, end_date, [weekend], [holidays])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:160 +msgid "`Excel NETWORKDAYS.INTL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:161 +msgid "NOW()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:162 +msgid "`Excel NOW article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:163 +#: ../../content/applications/productivity/spreadsheet/functions.rst:866 msgid "QUARTER(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:182 +#: ../../content/applications/productivity/spreadsheet/functions.rst:164 +#: ../../content/applications/productivity/spreadsheet/functions.rst:867 msgid "Quarter of the year a specific date falls in (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:183 -msgid "QUARTER.START(date)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:184 -msgid "First day of the quarter of the year a specific date falls in (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:185 +#: ../../content/applications/productivity/spreadsheet/functions.rst:165 +#: ../../content/applications/productivity/spreadsheet/functions.rst:868 msgid "QUARTER.END(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:186 +#: ../../content/applications/productivity/spreadsheet/functions.rst:166 +#: ../../content/applications/productivity/spreadsheet/functions.rst:869 msgid "Last day of the quarter of the year a specific date falls in (not compatible with Excel)" msgstr "" +#: ../../content/applications/productivity/spreadsheet/functions.rst:167 +#: ../../content/applications/productivity/spreadsheet/functions.rst:870 +msgid "QUARTER.START(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:168 +#: ../../content/applications/productivity/spreadsheet/functions.rst:871 +msgid "First day of the quarter of the year a specific date falls in (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:169 +msgid "SECOND(time)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:170 +msgid "`Excel SECOND article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:171 +msgid "TIME(hour, minute, second)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:172 +msgid "`Excel TIME article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:173 +msgid "TIMEVALUE(time_string)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:174 +msgid "`Excel TIMEVALUE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:175 +msgid "TODAY()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:176 +msgid "`Excel TODAY article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:177 +msgid "WEEKDAY(date, [type])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:178 +msgid "`Excel WEEKDAY article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:179 +msgid "WEEKNUM(date, [type])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:180 +msgid "`Excel WEEKNUM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:181 +msgid "WORKDAY(start_date, num_days, [holidays])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:182 +msgid "`Excel WORKDAY article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:183 +msgid "WORKDAY.INTL(start_date, num_days, [weekend], [holidays])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:184 +msgid "`Excel WORKDAY.INTL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:185 +msgid "YEAR(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:186 +msgid "`Excel YEAR article `_" +msgstr "" + #: ../../content/applications/productivity/spreadsheet/functions.rst:187 -msgid "YEAR.START(date)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:188 -msgid "First day of the year a specific date falls in (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:189 +#: ../../content/applications/productivity/spreadsheet/functions.rst:872 msgid "YEAR.END(date)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:190 +#: ../../content/applications/productivity/spreadsheet/functions.rst:188 +#: ../../content/applications/productivity/spreadsheet/functions.rst:873 msgid "Last day of the year a specific date falls in (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:195 +#: ../../content/applications/productivity/spreadsheet/functions.rst:189 +#: ../../content/applications/productivity/spreadsheet/functions.rst:874 +msgid "YEAR.START(date)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:190 +#: ../../content/applications/productivity/spreadsheet/functions.rst:875 +msgid "First day of the year a specific date falls in (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:191 +#: ../../content/applications/productivity/spreadsheet/functions.rst:876 +msgid "YEARFRAC(start_date, end_date, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:192 +#: ../../content/applications/productivity/spreadsheet/functions.rst:877 +msgid "Exact number of years between two dates (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:197 msgid "Engineering" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:203 +#: ../../content/applications/productivity/spreadsheet/functions.rst:205 msgid "DELTA(number1, [number2])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:204 +#: ../../content/applications/productivity/spreadsheet/functions.rst:206 msgid "`Excel DELTA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:209 +#: ../../content/applications/productivity/spreadsheet/functions.rst:211 msgid "Filter" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:217 +#: ../../content/applications/productivity/spreadsheet/functions.rst:219 msgid "FILTER(range, condition1, [condition2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:218 +#: ../../content/applications/productivity/spreadsheet/functions.rst:220 msgid "`Excel FILTER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:219 -msgid "UNIQUE(range, [by_column], [exactly_once])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:220 -msgid "`Excel UNIQUE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:225 -msgid "Financial" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:233 -msgid "ACCRINTM(issue, maturity, rate, redemption, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:234 -msgid "`Excel ACCRINTM article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:235 -msgid "AMORLINC(cost, purchase_date, first_period_end, salvage, period, rate, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:236 -msgid "`Excel AMORLINC article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:237 -msgid "COUPDAYS(settlement, maturity, frequency, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:238 -msgid "`Excel COUPDAYS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:239 -msgid "COUPDAYBS(settlement, maturity, frequency, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:240 -msgid "`Excel COUPDAYBS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:241 -msgid "COUPDAYSNC(settlement, maturity, frequency, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:242 -msgid "`Excel COUPDAYSNC article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:243 -msgid "COUPNCD(settlement, maturity, frequency, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:244 -msgid "`Excel COUPNCD article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:245 -msgid "COUPNUM(settlement, maturity, frequency, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:246 -msgid "`Excel COUPNUM article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:247 -msgid "COUPPCD(settlement, maturity, frequency, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:248 -msgid "`Excel COUPPCD article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:249 -msgid "CUMIPMT(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:250 -msgid "`Excel CUMIPMT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:251 -msgid "CUMPRINC(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:252 -msgid "`Excel CUMPRINC article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:253 -msgid "DB(cost, salvage, life, period, [month])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:254 -msgid "`Excel DB article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:255 -msgid "DDB(cost, salvage, life, period, [factor])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:256 -msgid "`Excel DDB article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:257 -msgid "DISC(settlement, maturity, price, redemption, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:258 -msgid "`Excel DISC article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:259 -msgid "DOLLARDE(fractional_price, unit)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:260 -msgid "`Excel DOLLARDE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:261 -msgid "DOLLARFR(decimal_price, unit)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:262 -msgid "`Excel DOLLARFR article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:263 -msgid "DURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:264 -msgid "`Excel DURATION article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:265 -msgid "EFFECT(nominal_rate, periods_per_year)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:266 -msgid "`Excel EFFECT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:267 -msgid "FV(rate, number_of_periods, payment_amount, [present_value], [end_or_beginning])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:268 -msgid "`Excel FV article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:269 -msgid "FVSCHEDULE(principal, rate_schedule)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:270 -msgid "`Excel FVSCHEDULE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:271 -msgid "INTRATE(settlement, maturity, investment, redemption, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:272 -msgid "`Excel INTRATE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:273 -msgid "IPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:274 -msgid "`Excel IPMT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:275 -msgid "IRR(cashflow_amounts, [rate_guess])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:276 -msgid "`Excel IRR article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:277 -msgid "ISPMT(rate, period, number_of_periods, present_value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:278 -msgid "`Excel ISPMT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:279 -msgid "MDURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:280 -msgid "`Excel MDURATION article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:281 -msgid "MIRR(cashflow_amounts, financing_rate, reinvestment_return_rate)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:282 -msgid "`Excel MIRR article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:283 -msgid "NOMINAL(effective_rate, periods_per_year)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:284 -msgid "`Excel NOMINAL article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:285 -msgid "NPER(rate, payment_amount, present_value, [future_value], [end_or_beginning])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:286 -msgid "`Excel NPER article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:287 -msgid "NPV(discount, cashflow1, [cashflow2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:288 -msgid "`Excel NPV article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:289 -msgid "PDURATION(rate, present_value, future_value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:290 -msgid "`Excel PDURATION article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:291 -msgid "PMT(rate, number_of_periods, present_value, [future_value], [end_or_beginning])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:292 -msgid "`Excel PMT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:293 -msgid "PPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:294 -msgid "`Excel PPMT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:295 -msgid "PV(rate, number_of_periods, payment_amount, [future_value], [end_or_beginning])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:296 -msgid "`Excel PV article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:297 -msgid "PRICE(settlement, maturity, rate, yield, redemption, frequency, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:298 -msgid "`Excel PRICE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:299 -msgid "PRICEDISC(settlement, maturity, discount, redemption, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:300 -msgid "`Excel PRICEDISC article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:301 -msgid "PRICEMAT(settlement, maturity, issue, rate, yield, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:302 -msgid "`Excel PRICEMAT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:303 -msgid "RATE(number_of_periods, payment_per_period, present_value, [future_value], [end_or_beginning], [rate_guess])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:304 -msgid "`Excel RATE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:305 -msgid "RECEIVED(settlement, maturity, investment, discount, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:306 -msgid "`Excel RECEIVED article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:307 -msgid "RRI(number_of_periods, present_value, future_value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:308 -msgid "`Excel RRI article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:309 -msgid "SLN(cost, salvage, life)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:310 -msgid "`Excel SLN article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:311 -msgid "SYD(cost, salvage, life, period)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:312 -msgid "`Excel SYD article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:313 -msgid "TBILLPRICE(settlement, maturity, discount)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:314 -msgid "`Excel TBILLPRICE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:315 -msgid "TBILLEQ(settlement, maturity, discount)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:316 -msgid "`Excel TBILLEQ article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:317 -msgid "TBILLYIELD(settlement, maturity, price)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:318 -msgid "`Excel TBILLYIELD article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:319 -msgid "VDB(cost, salvage, life, start, end, [factor], [no_switch])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:320 -msgid "`Excel VDB article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:321 -msgid "XIRR(cashflow_amounts, cashflow_dates, [rate_guess])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:322 -msgid "`Excel XIRR article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:323 -msgid "XNPV(discount, cashflow_amounts, cashflow_dates)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:324 -msgid "`Excel XNPV article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:325 -msgid "YIELD(settlement, maturity, rate, price, redemption, frequency, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:326 -msgid "`Excel YIELD article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:327 -msgid "YIELDDISC(settlement, maturity, price, redemption, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:328 -msgid "`Excel YIELDDISC article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:329 -msgid "YIELDMAT(settlement, maturity, issue, rate, price, [day_count_convention])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:330 -msgid "`Excel YIELDMAT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:335 -msgid "Info" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:343 -msgid "CELL(info_type, reference)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:344 -msgid "`Excel CELL article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:345 -msgid "ISERR(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:346 -#: ../../content/applications/productivity/spreadsheet/functions.rst:348 -#: ../../content/applications/productivity/spreadsheet/functions.rst:350 -#: ../../content/applications/productivity/spreadsheet/functions.rst:352 -#: ../../content/applications/productivity/spreadsheet/functions.rst:354 -#: ../../content/applications/productivity/spreadsheet/functions.rst:356 -#: ../../content/applications/productivity/spreadsheet/functions.rst:358 -#: ../../content/applications/productivity/spreadsheet/functions.rst:360 -msgid "`Excel IS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:347 -msgid "ISERROR(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:349 -msgid "ISLOGICAL(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:351 -msgid "ISNA(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:353 -msgid "ISNONTEXT(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:355 -msgid "ISNUMBER(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:357 -msgid "ISTEXT(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:359 -msgid "ISBLANK(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:361 -msgid "NA()" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:362 -msgid "`Excel NA article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:367 -msgid "Logical" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:375 -msgid "AND(logical_expression1, [logical_expression2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:376 -msgid "`Excel AND article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:377 -msgid "FALSE()" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:378 -msgid "`Excel FALSE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:379 -msgid "IF(logical_expression, value_if_true, [value_if_false])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:380 -msgid "`Excel IF article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:381 -msgid "IFERROR(value, [value_if_error])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:382 -msgid "`Excel IFERROR article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:383 -msgid "IFNA(value, [value_if_error])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:384 -msgid "`Excel IFNA article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:385 -msgid "IFS(condition1, value1, [condition2, ...], [value2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:386 -msgid "`Excel IFS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:387 -msgid "NOT(logical_expression)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:388 -msgid "`Excel NOT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:389 -msgid "OR(logical_expression1, [logical_expression2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:390 -msgid "`Excel OR article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:391 -msgid "TRUE()" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:392 -msgid "`Excel TRUE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:393 -msgid "XOR(logical_expression1, [logical_expression2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:394 -msgid "`Excel XOR article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:399 -msgid "Lookup" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:407 -msgid "ADDRESS(row, column, [absolute_relative_mode], [use_a1_notation], [sheet])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:408 -msgid "`Excel ADDRESS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:409 -msgid "COLUMN([cell_reference])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:410 -msgid "`Excel COLUMN article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:411 -msgid "COLUMNS(range)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:412 -msgid "`Excel COLUMNS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:413 -msgid "HLOOKUP(search_key, range, index, [is_sorted])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:414 -msgid "`Excel HLOOKUP article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:415 -msgid "INDEX(reference, row, column)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:416 -msgid "`Excel INDEX article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:417 -msgid "INDIRECT(reference, [use_a1_notation])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:418 -msgid "`Excel INDIRECT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:419 -msgid "LOOKUP(search_key, search_array, [result_range])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:420 -msgid "`Excel LOOKUP article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:421 -msgid "MATCH(search_key, range, [search_type])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:422 -msgid "`Excel MATCH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:423 -msgid "PIVOT(pivot_id, measure_name, [domain_field_name, ...], [domain_value, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:424 -msgid "Get the value from a pivot (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:425 -msgid "PIVOT.HEADER(pivot_id, [domain_field_name, ...], [domain_value, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:426 -msgid "Get the header of a pivot (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:427 -msgid "PIVOT.TABLE(pivot_id, [row_count], [include_total], [include_column_titles])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:428 -msgid "Get a pivot table (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:429 -msgid "ROW([cell_reference])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:430 -msgid "`Excel ROW article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:431 -msgid "ROWS(range)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:432 -msgid "`Excel ROWS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:433 -msgid "VLOOKUP(search_key, range, index, [is_sorted])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:434 -msgid "`Excel VLOOKUP article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:435 -msgid "XLOOKUP(search_key, lookup_range, return_range, [if_not_found], [match_mode], [search_mode])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:436 -msgid "`Excel XLOOKUP article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:441 -msgid "Math" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:449 -msgid "ABS(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:450 -msgid "`Excel ABS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:451 -msgid "ACOS(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:452 -msgid "`Excel ACOS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:453 -msgid "ACOSH(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:454 -msgid "`Excel ACOSH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:455 -msgid "ACOT(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:456 -msgid "`Excel ACOT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:457 -msgid "ACOTH(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:458 -msgid "`Excel ACOTH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:459 -msgid "ASIN(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:460 -msgid "`Excel ASIN article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:461 -msgid "ASINH(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:462 -msgid "`Excel ASINH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:463 -msgid "ATAN(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:464 -msgid "`Excel ATAN article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:465 -msgid "ATAN2(x, y)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:466 -msgid "`Excel ATAN2 article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:467 -msgid "ATANH(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:468 -msgid "`Excel ATANH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:469 -msgid "CEILING(value, [factor])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:470 -msgid "`Excel CEILING article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:471 -msgid "CEILING.MATH(number, [significance], [mode])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:472 -msgid "`Excel CEILING.MATH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:473 -msgid "CEILING.PRECISE(number, [significance])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:474 -msgid "`Excel CEILING.PRECISE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:475 -msgid "COS(angle)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:476 -msgid "`Excel COS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:477 -msgid "COSH(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:478 -msgid "`Excel COSH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:479 -msgid "COT(angle)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:480 -msgid "`Excel COT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:481 -msgid "COTH(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:482 -msgid "`Excel COTH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:483 -msgid "COUNTBLANK(value1, [value2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:484 -msgid "`Excel COUNTBLANK article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:485 -msgid "COUNTIF(range, criterion)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:486 -msgid "`Excel COUNTIF article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:487 -msgid "COUNTIFS(criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:488 -msgid "`Excel COUNTIFS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:489 -msgid "COUNTUNIQUE(value1, [value2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:490 -msgid "Counts number of unique values in a range (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:491 -msgid "COUNTUNIQUEIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:492 -msgid "Counts number of unique values in a range, filtered by a set of criteria (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:493 -msgid "CSC(angle)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:494 -msgid "`Excel CSC article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:495 -msgid "CSCH(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:496 -msgid "`Excel CSCH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:497 -msgid "DECIMAL(value, base)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:498 -msgid "`Excel DECIMAL article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:499 -msgid "DEGREES(angle)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:500 -msgid "`Excel DEGREES article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:501 -msgid "EXP(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:502 -msgid "`Excel EXP article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:503 -msgid "FLOOR(value, [factor])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:504 -msgid "`Excel FLOOR article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:505 -msgid "FLOOR.MATH(number, [significance], [mode])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:506 -msgid "`Excel FLOOR.MATH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:507 -msgid "FLOOR.PRECISE(number, [significance])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:508 -msgid "`Excel FLOOR.PRECISE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:509 -msgid "INT(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:510 -msgid "`Excel INT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:511 -msgid "ISEVEN(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:512 -msgid "`Excel ISEVEN article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:513 -msgid "ISO.CEILING(number, [significance])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:514 -msgid "`Excel ISO.CEILING article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:515 -msgid "ISODD(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:516 -msgid "`Excel ISODD article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:517 -msgid "LN(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:518 -msgid "`Excel LN article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:519 -msgid "MOD(dividend, divisor)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:520 -msgid "`Excel MOD article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:521 -msgid "MUNIT(dimension)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:522 -msgid "`Excel MUNIT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:523 -msgid "ODD(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:524 -msgid "`Excel ODD article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:525 -msgid "PI()" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:526 -msgid "`Excel PI article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:527 -msgid "POWER(base, exponent)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:528 -msgid "`Excel POWER article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:529 -msgid "PRODUCT(factor1, [factor2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:530 -msgid "`Excel PRODUCT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:531 -msgid "RAND()" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:532 -msgid "`Excel RAND article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:533 -msgid "RANDARRAY([rows], [columns], [min], [max], [whole_number])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:534 -msgid "`Excel RANDARRAY article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:535 -msgid "RANDBETWEEN(low, high)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:536 -msgid "`Excel RANDBETWEEN article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:537 -msgid "ROUND(value, [places])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:538 -msgid "`Excel ROUND article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:539 -msgid "ROUNDDOWN(value, [places])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:540 -msgid "`Excel ROUNDDOWN article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:541 -msgid "ROUNDUP(value, [places])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:542 -msgid "`Excel ROUNDUP article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:543 -msgid "SEC(angle)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:544 -msgid "`Excel SEC article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:545 -msgid "SECH(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:546 -msgid "`Excel SECH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:547 -msgid "SIN(angle)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:548 -msgid "`Excel SIN article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:549 -msgid "SINH(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:550 -msgid "`Excel SINH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:551 -msgid "SQRT(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:552 -msgid "`Excel SQRT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:553 -msgid "SUM(value1, [value2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:554 -msgid "`Excel SUM article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:555 -msgid "SUMIF(criteria_range, criterion, [sum_range])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:556 -msgid "`Excel SUMIF article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:557 -msgid "SUMIFS(sum_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:558 -msgid "`Excel SUMIFS article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:559 -msgid "TAN(angle)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:560 -msgid "`Excel TAN article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:561 -msgid "TANH(value)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:562 -msgid "`Excel TANH article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:563 -msgid "TRUNC(value, [places])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:564 -msgid "`Excel TRUNC article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:569 -msgid "Misc" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:577 -msgid "FORMAT.LARGE.NUMBER(value, [unit])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:578 -msgid "Apply a large number format (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:583 -msgid "Odoo" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:591 -msgid "ODOO.CREDIT(account_codes, date_range, [offset], [company_id], [include_unposted])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:592 -msgid "Get the total credit for the specified account(s) and period (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:593 -msgid "ODOO.DEBIT(account_codes, date_range, [offset], [company_id], [include_unposted])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:594 -msgid "Get the total debit for the specified account(s) and period (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:595 -msgid "ODOO.BALANCE(account_codes, date_range, [offset], [company_id], [include_unposted])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:596 -msgid "Get the total balance for the specified account(s) and period (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:597 -msgid "ODOO.FISCALYEAR.START(day, [company_id])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:598 -msgid "Returns the starting date of the fiscal year encompassing the provided date (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:599 -msgid "ODOO.FISCALYEAR.END(day, [company_id])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:600 -msgid "Returns the ending date of the fiscal year encompassing the provided date (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:601 -msgid "ODOO.ACCOUNT.GROUP(type)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:602 -msgid "Returns the account ids of a given group (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:603 -msgid "ODOO.CURRENCY.RATE(currency_from, currency_to, [date])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:604 -msgid "This function takes in two currency codes as arguments, and returns the exchange rate from the first currency to the second as float (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:605 -msgid "ODOO.LIST(list_id, index, field_name)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:606 -msgid "Get the value from a list (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:607 -msgid "ODOO.LIST.HEADER(list_id, field_name)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:608 -msgid "Get the header of a list (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:609 +#: ../../content/applications/productivity/spreadsheet/functions.rst:221 msgid "ODOO.FILTER.VALUE(filter_name)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:610 -msgid "Return the current value of a spreadsheet filter (not compatible with Excel)" +#: ../../content/applications/productivity/spreadsheet/functions.rst:222 +msgid "Returns the current value of a spreadsheet filter (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:615 +#: ../../content/applications/productivity/spreadsheet/functions.rst:223 +msgid "SORT(range, [sort_column, ...], [is_ascending, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:224 +msgid "`Excel SORT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:225 +msgid "UNIQUE(range, [by_column], [exactly_once])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:226 +msgid "`Excel UNIQUE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:231 +#: ../../content/applications/productivity/spreadsheet/functions.rst:880 +msgid "Financial" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:239 +msgid "ACCRINTM(issue, maturity, rate, redemption, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:240 +msgid "`Excel ACCRINTM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:241 +msgid "AMORLINC(cost, purchase_date, first_period_end, salvage, period, rate, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:242 +msgid "`Excel AMORLINC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:243 +msgid "COUPDAYBS(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:244 +msgid "`Excel COUPDAYBS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:245 +msgid "COUPDAYS(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:246 +msgid "`Excel COUPDAYS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:247 +msgid "COUPDAYSNC(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:248 +msgid "`Excel COUPDAYSNC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:249 +msgid "COUPNCD(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:250 +msgid "`Excel COUPNCD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:251 +msgid "COUPNUM(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:252 +msgid "`Excel COUPNUM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:253 +msgid "COUPPCD(settlement, maturity, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:254 +msgid "`Excel COUPPCD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:255 +msgid "CUMIPMT(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:256 +msgid "`Excel CUMIPMT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:257 +msgid "CUMPRINC(rate, number_of_periods, present_value, first_period, last_period, [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:258 +msgid "`Excel CUMPRINC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:259 +msgid "DB(cost, salvage, life, period, [month])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:260 +msgid "`Excel DB article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:261 +msgid "DDB(cost, salvage, life, period, [factor])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:262 +msgid "`Excel DDB article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:263 +msgid "DISC(settlement, maturity, price, redemption, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:264 +msgid "`Excel DISC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:265 +msgid "DOLLARDE(fractional_price, unit)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:266 +msgid "`Excel DOLLARDE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:267 +msgid "DOLLARFR(decimal_price, unit)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:268 +msgid "`Excel DOLLARFR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:269 +msgid "DURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:270 +msgid "`Excel DURATION article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:271 +msgid "EFFECT(nominal_rate, periods_per_year)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:272 +msgid "`Excel EFFECT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:273 +msgid "FV(rate, number_of_periods, payment_amount, [present_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:274 +msgid "`Excel FV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:275 +msgid "FVSCHEDULE(principal, rate_schedule)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:276 +msgid "`Excel FVSCHEDULE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:277 +msgid "INTRATE(settlement, maturity, investment, redemption, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:278 +msgid "`Excel INTRATE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:279 +msgid "IPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:280 +msgid "`Excel IPMT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:281 +msgid "IRR(cashflow_amounts, [rate_guess])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:282 +msgid "`Excel IRR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:283 +msgid "ISPMT(rate, period, number_of_periods, present_value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:284 +msgid "`Excel ISPMT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:285 +msgid "MDURATION(settlement, maturity, rate, yield, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:286 +msgid "`Excel MDURATION article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:287 +msgid "MIRR(cashflow_amounts, financing_rate, reinvestment_return_rate)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:288 +msgid "`Excel MIRR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:289 +msgid "NOMINAL(effective_rate, periods_per_year)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:290 +msgid "`Excel NOMINAL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:291 +msgid "NPER(rate, payment_amount, present_value, [future_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:292 +msgid "`Excel NPER article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:293 +msgid "NPV(discount, cashflow1, [cashflow2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:294 +msgid "`Excel NPV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:295 +#: ../../content/applications/productivity/spreadsheet/functions.rst:888 +msgid "ODOO.ACCOUNT.GROUP(type)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:296 +#: ../../content/applications/productivity/spreadsheet/functions.rst:889 +msgid "Returns the account ids of a given group (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:297 +#: ../../content/applications/productivity/spreadsheet/functions.rst:890 +msgid "ODOO.CREDIT(account_codes, date_range, [offset], [company_id], [include_unposted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:298 +#: ../../content/applications/productivity/spreadsheet/functions.rst:891 +msgid "Get the total credit for the specified account(s) and period (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:299 +#: ../../content/applications/productivity/spreadsheet/functions.rst:892 +msgid "ODOO.CURRENCY.RATE(currency_from, currency_to, [date])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:300 +msgid "This function takes in two currency codes as arguments, and returns the exchange rate from the first currency to the second as float (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:301 +#: ../../content/applications/productivity/spreadsheet/functions.rst:894 +msgid "ODOO.DEBIT(account_codes, date_range, [offset], [company_id], [include_unposted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:302 +#: ../../content/applications/productivity/spreadsheet/functions.rst:895 +msgid "Get the total debit for the specified account(s) and period (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:303 +#: ../../content/applications/productivity/spreadsheet/functions.rst:896 +msgid "ODOO.BALANCE(account_codes, date_range, [offset], [company_id], [include_unposted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:304 +#: ../../content/applications/productivity/spreadsheet/functions.rst:897 +msgid "Get the total balance for the specified account(s) and period (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:305 +#: ../../content/applications/productivity/spreadsheet/functions.rst:900 +msgid "ODOO.FISCALYEAR.END(day, [company_id])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:306 +#: ../../content/applications/productivity/spreadsheet/functions.rst:901 +msgid "Returns the ending date of the fiscal year encompassing the provided date (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:307 +#: ../../content/applications/productivity/spreadsheet/functions.rst:898 +msgid "ODOO.FISCALYEAR.START(day, [company_id])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:308 +#: ../../content/applications/productivity/spreadsheet/functions.rst:899 +msgid "Returns the starting date of the fiscal year encompassing the provided date (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:309 +msgid "PDURATION(rate, present_value, future_value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:310 +msgid "`Excel PDURATION article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:311 +msgid "PMT(rate, number_of_periods, present_value, [future_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:312 +msgid "`Excel PMT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:313 +msgid "PPMT(rate, period, number_of_periods, present_value, [future_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:314 +msgid "`Excel PPMT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:315 +msgid "PRICE(settlement, maturity, rate, yield, redemption, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:316 +msgid "`Excel PRICE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:317 +msgid "PRICEDISC(settlement, maturity, discount, redemption, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:318 +msgid "`Excel PRICEDISC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:319 +msgid "PRICEMAT(settlement, maturity, issue, rate, yield, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:320 +msgid "`Excel PRICEMAT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:321 +msgid "PV(rate, number_of_periods, payment_amount, [future_value], [end_or_beginning])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:322 +msgid "`Excel PV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:323 +msgid "RATE(number_of_periods, payment_per_period, present_value, [future_value], [end_or_beginning], [rate_guess])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:324 +msgid "`Excel RATE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:325 +msgid "RECEIVED(settlement, maturity, investment, discount, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:326 +msgid "`Excel RECEIVED article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:327 +msgid "RRI(number_of_periods, present_value, future_value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:328 +msgid "`Excel RRI article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:329 +msgid "SLN(cost, salvage, life)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:330 +msgid "`Excel SLN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:331 +msgid "SYD(cost, salvage, life, period)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:332 +msgid "`Excel SYD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:333 +msgid "TBILLEQ(settlement, maturity, discount)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:334 +msgid "`Excel TBILLEQ article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:335 +msgid "TBILLPRICE(settlement, maturity, discount)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:336 +msgid "`Excel TBILLPRICE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:337 +msgid "TBILLYIELD(settlement, maturity, price)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:338 +msgid "`Excel TBILLYIELD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:339 +msgid "VDB(cost, salvage, life, start, end, [factor], [no_switch])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:340 +msgid "`Excel VDB article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:341 +msgid "XIRR(cashflow_amounts, cashflow_dates, [rate_guess])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:342 +msgid "`Excel XIRR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:343 +msgid "XNPV(discount, cashflow_amounts, cashflow_dates)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:344 +msgid "`Excel XNPV article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:345 +msgid "YIELD(settlement, maturity, rate, price, redemption, frequency, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:346 +msgid "`Excel YIELD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:347 +msgid "YIELDDISC(settlement, maturity, price, redemption, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:348 +msgid "`Excel YIELDDISC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:349 +msgid "YIELDMAT(settlement, maturity, issue, rate, price, [day_count_convention])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:350 +msgid "`Excel YIELDMAT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:355 +msgid "Info" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:363 +msgid "CELL(info_type, reference)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:364 +msgid "`Excel CELL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:365 +msgid "ISBLANK(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:366 +#: ../../content/applications/productivity/spreadsheet/functions.rst:368 +#: ../../content/applications/productivity/spreadsheet/functions.rst:370 +#: ../../content/applications/productivity/spreadsheet/functions.rst:372 +#: ../../content/applications/productivity/spreadsheet/functions.rst:374 +#: ../../content/applications/productivity/spreadsheet/functions.rst:376 +#: ../../content/applications/productivity/spreadsheet/functions.rst:378 +#: ../../content/applications/productivity/spreadsheet/functions.rst:380 +msgid "`Excel IS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:367 +msgid "ISERR(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:369 +msgid "ISERROR(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:371 +msgid "ISLOGICAL(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:373 +msgid "ISNA(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:375 +msgid "ISNONTEXT(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:377 +msgid "ISNUMBER(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:379 +msgid "ISTEXT(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:381 +msgid "NA()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:382 +msgid "`Excel NA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:387 +msgid "Logical" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:395 +msgid "AND(logical_expression1, [logical_expression2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:396 +msgid "`Excel AND article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:397 +msgid "FALSE()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:398 +msgid "`Excel FALSE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:399 +msgid "IF(logical_expression, value_if_true, [value_if_false])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:400 +msgid "`Excel IF article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:401 +msgid "IFERROR(value, [value_if_error])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:402 +msgid "`Excel IFERROR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:403 +msgid "IFNA(value, [value_if_error])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:404 +msgid "`Excel IFNA article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:405 +msgid "IFS(condition1, value1, [condition2, ...], [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:406 +msgid "`Excel IFS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:407 +msgid "NOT(logical_expression)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:408 +msgid "`Excel NOT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:409 +msgid "OR(logical_expression1, [logical_expression2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:410 +msgid "`Excel OR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:411 +msgid "TRUE()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:412 +msgid "`Excel TRUE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:413 +msgid "XOR(logical_expression1, [logical_expression2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:414 +msgid "`Excel XOR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:419 +#: ../../content/applications/productivity/spreadsheet/functions.rst:908 +msgid "Lookup" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:427 +msgid "ADDRESS(row, column, [absolute_relative_mode], [use_a1_notation], [sheet])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:428 +msgid "`Excel ADDRESS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:429 +msgid "COLUMN([cell_reference])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:430 +msgid "`Excel COLUMN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:431 +msgid "COLUMNS(range)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:432 +msgid "`Excel COLUMNS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:433 +msgid "HLOOKUP(search_key, range, index, [is_sorted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:434 +msgid "`Excel HLOOKUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:435 +msgid "INDEX(reference, row, column)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:436 +msgid "`Excel INDEX article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:437 +msgid "INDIRECT(reference, [use_a1_notation])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:438 +msgid "`Excel INDIRECT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:439 +msgid "LOOKUP(search_key, search_array, [result_range])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:440 +msgid "`Excel LOOKUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:441 +msgid "MATCH(search_key, range, [search_type])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:442 +msgid "`Excel MATCH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:443 +msgid "OFFSET(reference, rows, cols, [height], [width])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:444 +msgid "`Excel OFFSET article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:445 +#: ../../content/applications/productivity/spreadsheet/functions.rst:916 +msgid "PIVOT(pivot_id, [row_count], [include_total], [include_column_titles], [column_count])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:446 +#: ../../content/applications/productivity/spreadsheet/functions.rst:917 +msgid "Get a pivot table (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:447 +#: ../../content/applications/productivity/spreadsheet/functions.rst:918 +msgid "PIVOT.HEADER(pivot_id, [domain_field_name, ...], [domain_value, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:448 +#: ../../content/applications/productivity/spreadsheet/functions.rst:919 +msgid "Get the header of a pivot table (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:449 +#: ../../content/applications/productivity/spreadsheet/functions.rst:920 +msgid "PIVOT.VALUE(pivot_id, measure_name, [domain_field_name, ...], [domain_value, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:450 +#: ../../content/applications/productivity/spreadsheet/functions.rst:921 +msgid "Get the value from a pivot table (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:451 +msgid "ROW([cell_reference])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:452 +msgid "`Excel ROW article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:453 +msgid "ROWS(range)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:454 +msgid "`Excel ROWS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:455 +msgid "VLOOKUP(search_key, range, index, [is_sorted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:456 +msgid "`Excel VLOOKUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:457 +msgid "XLOOKUP(search_key, lookup_range, return_range, [if_not_found], [match_mode], [search_mode])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:458 +msgid "`Excel XLOOKUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:463 +#: ../../content/applications/productivity/spreadsheet/functions.rst:924 +msgid "Math" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:471 +msgid "ABS(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:472 +msgid "`Excel ABS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:473 +msgid "ACOS(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:474 +msgid "`Excel ACOS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:475 +msgid "ACOSH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:476 +msgid "`Excel ACOSH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:477 +msgid "ACOT(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:478 +msgid "`Excel ACOT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:479 +msgid "ACOTH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:480 +msgid "`Excel ACOTH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:481 +msgid "ASIN(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:482 +msgid "`Excel ASIN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:483 +msgid "ASINH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:484 +msgid "`Excel ASINH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:485 +msgid "ATAN(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:486 +msgid "`Excel ATAN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:487 +msgid "ATAN2(x, y)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:488 +msgid "`Excel ATAN2 article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:489 +msgid "ATANH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:490 +msgid "`Excel ATANH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:491 +msgid "CEILING(value, [factor])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:492 +msgid "`Excel CEILING article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:493 +msgid "CEILING.MATH(number, [significance], [mode])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:494 +msgid "`Excel CEILING.MATH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:495 +msgid "CEILING.PRECISE(number, [significance])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:496 +msgid "`Excel CEILING.PRECISE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:497 +msgid "COS(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:498 +msgid "`Excel COS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:499 +msgid "COSH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:500 +msgid "`Excel COSH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:501 +msgid "COT(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:502 +msgid "`Excel COT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:503 +msgid "COTH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:504 +msgid "`Excel COTH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:505 +msgid "COUNTBLANK(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:506 +msgid "`Excel COUNTBLANK article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:507 +msgid "COUNTIF(range, criterion)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:508 +msgid "`Excel COUNTIF article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:509 +msgid "COUNTIFS(criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:510 +msgid "`Excel COUNTIFS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:511 +msgid "CSC(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:512 +msgid "`Excel CSC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:513 +msgid "CSCH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:514 +msgid "`Excel CSCH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:515 +msgid "DECIMAL(value, base)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:516 +msgid "`Excel DECIMAL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:517 +msgid "DEGREES(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:518 +msgid "`Excel DEGREES article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:519 +msgid "EXP(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:520 +msgid "`Excel EXP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:521 +msgid "FLOOR(value, [factor])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:522 +msgid "`Excel FLOOR article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:523 +msgid "FLOOR.MATH(number, [significance], [mode])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:524 +msgid "`Excel FLOOR.MATH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:525 +msgid "FLOOR.PRECISE(number, [significance])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:526 +msgid "`Excel FLOOR.PRECISE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:527 +msgid "INT(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:528 +msgid "`Excel INT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:529 +msgid "ISEVEN(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:530 +msgid "`Excel ISEVEN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:531 +msgid "ISO.CEILING(number, [significance])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:532 +msgid "`Excel ISO.CEILING article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:533 +msgid "ISODD(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:534 +msgid "`Excel ISODD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:535 +msgid "LN(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:536 +msgid "`Excel LN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:537 +msgid "LOG(value, [base])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:538 +msgid "Get the logarithm of a number for a given base (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:539 +msgid "MOD(dividend, divisor)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:540 +msgid "`Excel MOD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:541 +msgid "MUNIT(dimension)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:542 +msgid "`Excel MUNIT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:543 +msgid "ODD(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:544 +msgid "`Excel ODD article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:545 +msgid "PI()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:546 +msgid "`Excel PI article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:547 +msgid "POWER(base, exponent)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:548 +msgid "`Excel POWER article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:549 +msgid "PRODUCT(factor1, [factor2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:550 +msgid "`Excel PRODUCT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:551 +msgid "RAND()" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:552 +msgid "`Excel RAND article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:553 +msgid "RANDARRAY([rows], [columns], [min], [max], [whole_number])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:554 +msgid "`Excel RANDARRAY article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:555 +msgid "RANDBETWEEN(low, high)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:556 +msgid "`Excel RANDBETWEEN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:557 +msgid "ROUND(value, [places])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:558 +msgid "`Excel ROUND article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:559 +msgid "ROUNDDOWN(value, [places])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:560 +msgid "`Excel ROUNDDOWN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:561 +msgid "ROUNDUP(value, [places])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:562 +msgid "`Excel ROUNDUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:563 +msgid "SEC(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:564 +msgid "`Excel SEC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:565 +msgid "SECH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:566 +msgid "`Excel SECH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:567 +msgid "SEQUENCE(rows, [columns], [start], ][step])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:568 +msgid "`Excel SEQUENCE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:569 +msgid "SIN(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:570 +msgid "`Excel SIN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:571 +msgid "SINH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:572 +msgid "`Excel SINH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:573 +msgid "SQRT(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:574 +msgid "`Excel SQRT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:575 +msgid "SUM(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:576 +msgid "`Excel SUM article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:577 +msgid "SUMIF(criteria_range, criterion, [sum_range])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:578 +msgid "`Excel SUMIF article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:579 +msgid "SUMIFS(sum_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:580 +msgid "`Excel SUMIFS article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:581 +msgid "TAN(angle)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:582 +msgid "`Excel TAN article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:583 +msgid "TANH(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:584 +msgid "`Excel TANH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:585 +msgid "TRUNC(value, [places])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:586 +msgid "`Excel TRUNC article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:591 +#: ../../content/applications/productivity/spreadsheet/functions.rst:954 msgid "Operators" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:623 +#: ../../content/applications/productivity/spreadsheet/functions.rst:599 +#: ../../content/applications/productivity/spreadsheet/functions.rst:962 msgid "ADD(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:624 +#: ../../content/applications/productivity/spreadsheet/functions.rst:600 +#: ../../content/applications/productivity/spreadsheet/functions.rst:963 msgid "Sum of two numbers (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:625 +#: ../../content/applications/productivity/spreadsheet/functions.rst:601 msgid "CONCAT(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:626 +#: ../../content/applications/productivity/spreadsheet/functions.rst:602 msgid "`Excel CONCAT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:627 +#: ../../content/applications/productivity/spreadsheet/functions.rst:603 +#: ../../content/applications/productivity/spreadsheet/functions.rst:964 msgid "DIVIDE(dividend, divisor)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:628 +#: ../../content/applications/productivity/spreadsheet/functions.rst:604 +#: ../../content/applications/productivity/spreadsheet/functions.rst:965 msgid "One number divided by another (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:629 +#: ../../content/applications/productivity/spreadsheet/functions.rst:605 +#: ../../content/applications/productivity/spreadsheet/functions.rst:966 msgid "EQ(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:630 +#: ../../content/applications/productivity/spreadsheet/functions.rst:606 +#: ../../content/applications/productivity/spreadsheet/functions.rst:967 msgid "Equal (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:631 +#: ../../content/applications/productivity/spreadsheet/functions.rst:607 +#: ../../content/applications/productivity/spreadsheet/functions.rst:968 msgid "GT(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:632 +#: ../../content/applications/productivity/spreadsheet/functions.rst:608 +#: ../../content/applications/productivity/spreadsheet/functions.rst:969 msgid "Strictly greater than (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:633 +#: ../../content/applications/productivity/spreadsheet/functions.rst:609 +#: ../../content/applications/productivity/spreadsheet/functions.rst:970 msgid "GTE(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:634 +#: ../../content/applications/productivity/spreadsheet/functions.rst:610 +#: ../../content/applications/productivity/spreadsheet/functions.rst:971 msgid "Greater than or equal to (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:635 +#: ../../content/applications/productivity/spreadsheet/functions.rst:611 +#: ../../content/applications/productivity/spreadsheet/functions.rst:972 msgid "LT(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:636 +#: ../../content/applications/productivity/spreadsheet/functions.rst:612 +#: ../../content/applications/productivity/spreadsheet/functions.rst:973 msgid "Less than (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:637 +#: ../../content/applications/productivity/spreadsheet/functions.rst:613 +#: ../../content/applications/productivity/spreadsheet/functions.rst:974 msgid "LTE(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:638 +#: ../../content/applications/productivity/spreadsheet/functions.rst:614 +#: ../../content/applications/productivity/spreadsheet/functions.rst:975 msgid "Less than or equal to (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:639 +#: ../../content/applications/productivity/spreadsheet/functions.rst:615 +#: ../../content/applications/productivity/spreadsheet/functions.rst:976 msgid "MINUS(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:640 +#: ../../content/applications/productivity/spreadsheet/functions.rst:616 +#: ../../content/applications/productivity/spreadsheet/functions.rst:977 msgid "Difference of two numbers (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:641 +#: ../../content/applications/productivity/spreadsheet/functions.rst:617 +#: ../../content/applications/productivity/spreadsheet/functions.rst:978 msgid "MULTIPLY(factor1, factor2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:642 +#: ../../content/applications/productivity/spreadsheet/functions.rst:618 +#: ../../content/applications/productivity/spreadsheet/functions.rst:979 msgid "Product of two numbers (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:643 +#: ../../content/applications/productivity/spreadsheet/functions.rst:619 +#: ../../content/applications/productivity/spreadsheet/functions.rst:980 msgid "NE(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:644 +#: ../../content/applications/productivity/spreadsheet/functions.rst:620 +#: ../../content/applications/productivity/spreadsheet/functions.rst:981 msgid "Not equal (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:645 +#: ../../content/applications/productivity/spreadsheet/functions.rst:621 +#: ../../content/applications/productivity/spreadsheet/functions.rst:982 msgid "POW(base, exponent)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:646 +#: ../../content/applications/productivity/spreadsheet/functions.rst:622 +#: ../../content/applications/productivity/spreadsheet/functions.rst:983 msgid "A number raised to a power (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:647 +#: ../../content/applications/productivity/spreadsheet/functions.rst:623 +#: ../../content/applications/productivity/spreadsheet/functions.rst:984 msgid "UMINUS(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:648 +#: ../../content/applications/productivity/spreadsheet/functions.rst:624 +#: ../../content/applications/productivity/spreadsheet/functions.rst:985 msgid "A number with the sign reversed (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:649 +#: ../../content/applications/productivity/spreadsheet/functions.rst:625 +#: ../../content/applications/productivity/spreadsheet/functions.rst:986 msgid "UNARY.PERCENT(percentage)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:650 +#: ../../content/applications/productivity/spreadsheet/functions.rst:626 +#: ../../content/applications/productivity/spreadsheet/functions.rst:987 msgid "Value interpreted as a percentage (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:651 +#: ../../content/applications/productivity/spreadsheet/functions.rst:627 +#: ../../content/applications/productivity/spreadsheet/functions.rst:988 msgid "UPLUS(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:652 +#: ../../content/applications/productivity/spreadsheet/functions.rst:628 +#: ../../content/applications/productivity/spreadsheet/functions.rst:989 msgid "A specified number, unchanged (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:657 +#: ../../content/applications/productivity/spreadsheet/functions.rst:633 +msgid "Parser" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:641 +msgid "CONVERT(number, from_unit, to_unit)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:642 +msgid "`Excel CONVERT article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:647 +#: ../../content/applications/productivity/spreadsheet/functions.rst:992 msgid "Statistical" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:665 +#: ../../content/applications/productivity/spreadsheet/functions.rst:655 msgid "AVEDEV(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:666 +#: ../../content/applications/productivity/spreadsheet/functions.rst:656 msgid "`Excel AVEDEV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:667 +#: ../../content/applications/productivity/spreadsheet/functions.rst:657 msgid "AVERAGE(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:668 +#: ../../content/applications/productivity/spreadsheet/functions.rst:658 msgid "`Excel AVERAGE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:669 -msgid "AVERAGE.WEIGHTED(values, weights, [additional_values, ...], [additional_weights, ...])" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:670 -msgid "Weighted average (not compatible with Excel)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:671 +#: ../../content/applications/productivity/spreadsheet/functions.rst:659 msgid "AVERAGEA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:672 +#: ../../content/applications/productivity/spreadsheet/functions.rst:660 msgid "`Excel AVERAGEA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:673 +#: ../../content/applications/productivity/spreadsheet/functions.rst:661 msgid "AVERAGEIF(criteria_range, criterion, [average_range])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:674 +#: ../../content/applications/productivity/spreadsheet/functions.rst:662 msgid "`Excel AVERAGEIF article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:675 +#: ../../content/applications/productivity/spreadsheet/functions.rst:663 msgid "AVERAGEIFS(average_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:676 +#: ../../content/applications/productivity/spreadsheet/functions.rst:664 msgid "`Excel AVERAGEIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:677 +#: ../../content/applications/productivity/spreadsheet/functions.rst:665 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1000 +msgid "AVERAGE.WEIGHTED(values, weights, [additional_values, ...], [additional_weights, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:666 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1001 +msgid "Weighted average (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:667 msgid "CORREL(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:678 +#: ../../content/applications/productivity/spreadsheet/functions.rst:668 msgid "`Excel CORREL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:679 +#: ../../content/applications/productivity/spreadsheet/functions.rst:669 msgid "COUNT(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:680 +#: ../../content/applications/productivity/spreadsheet/functions.rst:670 msgid "`Excel COUNT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:681 +#: ../../content/applications/productivity/spreadsheet/functions.rst:671 msgid "COUNTA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:682 +#: ../../content/applications/productivity/spreadsheet/functions.rst:672 msgid "`Excel COUNTA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:683 +#: ../../content/applications/productivity/spreadsheet/functions.rst:673 msgid "COVAR(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:684 +#: ../../content/applications/productivity/spreadsheet/functions.rst:674 msgid "`Excel COVAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:685 +#: ../../content/applications/productivity/spreadsheet/functions.rst:675 msgid "COVARIANCE.P(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:686 +#: ../../content/applications/productivity/spreadsheet/functions.rst:676 msgid "`Excel COVARIANCE.P article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:687 +#: ../../content/applications/productivity/spreadsheet/functions.rst:677 msgid "COVARIANCE.S(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:688 +#: ../../content/applications/productivity/spreadsheet/functions.rst:678 msgid "`Excel COVARIANCE.S article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:689 +#: ../../content/applications/productivity/spreadsheet/functions.rst:679 msgid "FORECAST(x, data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:690 +#: ../../content/applications/productivity/spreadsheet/functions.rst:680 msgid "`Excel FORECAST article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:691 +#: ../../content/applications/productivity/spreadsheet/functions.rst:681 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1002 msgid "GROWTH(known_data_y, [known_data_x], [new_data_x], [b])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:692 +#: ../../content/applications/productivity/spreadsheet/functions.rst:682 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1003 msgid "Fits points to exponential growth trend (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:693 +#: ../../content/applications/productivity/spreadsheet/functions.rst:683 msgid "INTERCEPT(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:694 +#: ../../content/applications/productivity/spreadsheet/functions.rst:684 msgid "`Excel INTERCEPT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:695 +#: ../../content/applications/productivity/spreadsheet/functions.rst:685 msgid "LARGE(data, n)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:696 +#: ../../content/applications/productivity/spreadsheet/functions.rst:686 msgid "`Excel LARGE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:697 +#: ../../content/applications/productivity/spreadsheet/functions.rst:687 msgid "LINEST(data_y, [data_x], [calculate_b], [verbose])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:698 +#: ../../content/applications/productivity/spreadsheet/functions.rst:688 msgid "`Excel LINEST article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:699 +#: ../../content/applications/productivity/spreadsheet/functions.rst:689 msgid "LOGEST(data_y, [data_x], [calculate_b], [verbose])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:700 +#: ../../content/applications/productivity/spreadsheet/functions.rst:690 msgid "`Excel LOGEST article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:701 +#: ../../content/applications/productivity/spreadsheet/functions.rst:691 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1004 msgid "MATTHEWS(data_x, data_y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:702 +#: ../../content/applications/productivity/spreadsheet/functions.rst:692 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1005 msgid "Compute the Matthews correlation coefficient of a dataset (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:703 +#: ../../content/applications/productivity/spreadsheet/functions.rst:693 msgid "MAX(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:704 +#: ../../content/applications/productivity/spreadsheet/functions.rst:694 msgid "`Excel MAX article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:705 +#: ../../content/applications/productivity/spreadsheet/functions.rst:695 msgid "MAXA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:706 +#: ../../content/applications/productivity/spreadsheet/functions.rst:696 msgid "`Excel MAXA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:707 +#: ../../content/applications/productivity/spreadsheet/functions.rst:697 msgid "MAXIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:708 +#: ../../content/applications/productivity/spreadsheet/functions.rst:698 msgid "`Excel MAXIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:709 +#: ../../content/applications/productivity/spreadsheet/functions.rst:699 msgid "MEDIAN(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:710 +#: ../../content/applications/productivity/spreadsheet/functions.rst:700 msgid "`Excel MEDIAN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:711 +#: ../../content/applications/productivity/spreadsheet/functions.rst:701 msgid "MIN(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:712 +#: ../../content/applications/productivity/spreadsheet/functions.rst:702 msgid "`Excel MIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:713 +#: ../../content/applications/productivity/spreadsheet/functions.rst:703 msgid "MINA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:714 +#: ../../content/applications/productivity/spreadsheet/functions.rst:704 msgid "`Excel MINA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:715 +#: ../../content/applications/productivity/spreadsheet/functions.rst:705 msgid "MINIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:716 +#: ../../content/applications/productivity/spreadsheet/functions.rst:706 msgid "`Excel MINIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:717 +#: ../../content/applications/productivity/spreadsheet/functions.rst:707 msgid "PEARSON(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:718 +#: ../../content/applications/productivity/spreadsheet/functions.rst:708 msgid "`Excel PEARSON article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:719 +#: ../../content/applications/productivity/spreadsheet/functions.rst:709 msgid "PERCENTILE(data, percentile)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:720 +#: ../../content/applications/productivity/spreadsheet/functions.rst:710 msgid "`Excel PERCENTILE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:721 +#: ../../content/applications/productivity/spreadsheet/functions.rst:711 msgid "PERCENTILE.EXC(data, percentile)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:722 +#: ../../content/applications/productivity/spreadsheet/functions.rst:712 msgid "`Excel PERCENTILE.EXC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:723 +#: ../../content/applications/productivity/spreadsheet/functions.rst:713 msgid "PERCENTILE.INC(data, percentile)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:724 +#: ../../content/applications/productivity/spreadsheet/functions.rst:714 msgid "`Excel PERCENTILE.INC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:725 +#: ../../content/applications/productivity/spreadsheet/functions.rst:715 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1006 msgid "POLYFIT.COEFFS(data_y, data_x, order, [intercept])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:726 +#: ../../content/applications/productivity/spreadsheet/functions.rst:716 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1007 msgid "Compute the coefficients of polynomial regression of the dataset (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:727 +#: ../../content/applications/productivity/spreadsheet/functions.rst:717 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1008 msgid "POLYFIT.FORECAST(x, data_y, data_x, order, [intercept])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:728 +#: ../../content/applications/productivity/spreadsheet/functions.rst:718 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1009 msgid "Predict value by computing a polynomial regression of the dataset (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:729 +#: ../../content/applications/productivity/spreadsheet/functions.rst:719 msgid "QUARTILE(data, quartile_number)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:730 +#: ../../content/applications/productivity/spreadsheet/functions.rst:720 msgid "`Excel QUARTILE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:731 +#: ../../content/applications/productivity/spreadsheet/functions.rst:721 msgid "QUARTILE.EXC(data, quartile_number)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:732 +#: ../../content/applications/productivity/spreadsheet/functions.rst:722 msgid "`Excel QUARTILE.EXC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:733 +#: ../../content/applications/productivity/spreadsheet/functions.rst:723 msgid "QUARTILE.INC(data, quartile_number)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:734 +#: ../../content/applications/productivity/spreadsheet/functions.rst:724 msgid "`Excel QUARTILE.INC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:735 +#: ../../content/applications/productivity/spreadsheet/functions.rst:725 msgid "RANK(value, data, [is_ascending])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:736 +#: ../../content/applications/productivity/spreadsheet/functions.rst:726 msgid "`Excel RANK article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:737 +#: ../../content/applications/productivity/spreadsheet/functions.rst:727 msgid "RSQ(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:738 +#: ../../content/applications/productivity/spreadsheet/functions.rst:728 msgid "`Excel RSQ article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:739 -msgid "SMALL(data, n)" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:740 -msgid "`Excel SMALL article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:741 +#: ../../content/applications/productivity/spreadsheet/functions.rst:729 msgid "SLOPE(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:742 +#: ../../content/applications/productivity/spreadsheet/functions.rst:730 msgid "`Excel SLOPE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:743 +#: ../../content/applications/productivity/spreadsheet/functions.rst:731 +msgid "SMALL(data, n)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:732 +msgid "`Excel SMALL article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:733 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1010 msgid "SPEARMAN(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:744 +#: ../../content/applications/productivity/spreadsheet/functions.rst:734 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1011 msgid "Compute the Spearman rank correlation coefficient of a dataset (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:745 +#: ../../content/applications/productivity/spreadsheet/functions.rst:735 msgid "STDEV(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:746 +#: ../../content/applications/productivity/spreadsheet/functions.rst:736 msgid "`Excel STDEV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:747 +#: ../../content/applications/productivity/spreadsheet/functions.rst:737 msgid "STDEV.P(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:748 +#: ../../content/applications/productivity/spreadsheet/functions.rst:738 msgid "`Excel STDEV.P article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:749 +#: ../../content/applications/productivity/spreadsheet/functions.rst:739 msgid "STDEV.S(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:750 +#: ../../content/applications/productivity/spreadsheet/functions.rst:740 msgid "`Excel STDEV.S article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:751 +#: ../../content/applications/productivity/spreadsheet/functions.rst:741 msgid "STDEVA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:752 +#: ../../content/applications/productivity/spreadsheet/functions.rst:742 msgid "`Excel STDEVA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:753 +#: ../../content/applications/productivity/spreadsheet/functions.rst:743 msgid "STDEVP(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:754 +#: ../../content/applications/productivity/spreadsheet/functions.rst:744 msgid "`Excel STDEVP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:755 +#: ../../content/applications/productivity/spreadsheet/functions.rst:745 msgid "STDEVPA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:756 +#: ../../content/applications/productivity/spreadsheet/functions.rst:746 msgid "`Excel STDEVPA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:757 +#: ../../content/applications/productivity/spreadsheet/functions.rst:747 msgid "STEYX(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:758 +#: ../../content/applications/productivity/spreadsheet/functions.rst:748 msgid "`Excel STEYX article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:759 +#: ../../content/applications/productivity/spreadsheet/functions.rst:749 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1012 msgid "TREND(known_data_y, [known_data_x], [new_data_x], [b])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:760 +#: ../../content/applications/productivity/spreadsheet/functions.rst:750 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1013 msgid "Fits points to linear trend derived via least-squares (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:761 +#: ../../content/applications/productivity/spreadsheet/functions.rst:751 msgid "VAR(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:762 +#: ../../content/applications/productivity/spreadsheet/functions.rst:752 msgid "`Excel VAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:763 +#: ../../content/applications/productivity/spreadsheet/functions.rst:753 msgid "VAR.P(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:764 +#: ../../content/applications/productivity/spreadsheet/functions.rst:754 msgid "`Excel VAR.P article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:765 +#: ../../content/applications/productivity/spreadsheet/functions.rst:755 msgid "VAR.S(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:766 +#: ../../content/applications/productivity/spreadsheet/functions.rst:756 msgid "`Excel VAR.S article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:767 +#: ../../content/applications/productivity/spreadsheet/functions.rst:757 msgid "VARA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:768 +#: ../../content/applications/productivity/spreadsheet/functions.rst:758 msgid "`Excel VARA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:769 +#: ../../content/applications/productivity/spreadsheet/functions.rst:759 msgid "VARP(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:770 +#: ../../content/applications/productivity/spreadsheet/functions.rst:760 msgid "`Excel VARP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:771 +#: ../../content/applications/productivity/spreadsheet/functions.rst:761 msgid "VARPA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:772 +#: ../../content/applications/productivity/spreadsheet/functions.rst:762 msgid "`Excel VARPA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:777 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:147 +#: ../../content/applications/productivity/spreadsheet/functions.rst:767 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1016 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:213 #: ../../content/applications/productivity/whatsapp.rst:586 msgid "Text" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:785 +#: ../../content/applications/productivity/spreadsheet/functions.rst:775 msgid "CHAR(table_number)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:786 +#: ../../content/applications/productivity/spreadsheet/functions.rst:776 msgid "`Excel CHAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:787 +#: ../../content/applications/productivity/spreadsheet/functions.rst:777 msgid "CLEAN(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:788 +#: ../../content/applications/productivity/spreadsheet/functions.rst:778 msgid "`Excel CLEAN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:789 +#: ../../content/applications/productivity/spreadsheet/functions.rst:779 msgid "CONCATENATE(string1, [string2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:790 +#: ../../content/applications/productivity/spreadsheet/functions.rst:780 msgid "`Excel CONCATENATE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:791 +#: ../../content/applications/productivity/spreadsheet/functions.rst:781 msgid "EXACT(string1, string2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:792 +#: ../../content/applications/productivity/spreadsheet/functions.rst:782 msgid "`Excel EXACT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:793 +#: ../../content/applications/productivity/spreadsheet/functions.rst:783 msgid "FIND(search_for, text_to_search, [starting_at])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:794 +#: ../../content/applications/productivity/spreadsheet/functions.rst:784 msgid "`Excel FIND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:795 +#: ../../content/applications/productivity/spreadsheet/functions.rst:785 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1024 msgid "JOIN(delimiter, value_or_array1, [value_or_array2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:796 +#: ../../content/applications/productivity/spreadsheet/functions.rst:786 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1025 msgid "Concatenates elements of arrays with delimiter (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:797 +#: ../../content/applications/productivity/spreadsheet/functions.rst:787 msgid "LEFT(text, [number_of_characters])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:798 +#: ../../content/applications/productivity/spreadsheet/functions.rst:788 msgid "`Excel LEFT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:799 +#: ../../content/applications/productivity/spreadsheet/functions.rst:789 msgid "LEN(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:800 +#: ../../content/applications/productivity/spreadsheet/functions.rst:790 msgid "`Excel LEN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:801 +#: ../../content/applications/productivity/spreadsheet/functions.rst:791 msgid "LOWER(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:802 +#: ../../content/applications/productivity/spreadsheet/functions.rst:792 msgid "`Excel LOWER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:803 +#: ../../content/applications/productivity/spreadsheet/functions.rst:793 msgid "MID(text, starting_at, extract_length)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:804 +#: ../../content/applications/productivity/spreadsheet/functions.rst:794 msgid "`Excel MID article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:805 +#: ../../content/applications/productivity/spreadsheet/functions.rst:795 msgid "PROPER(text_to_capitalize)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:806 +#: ../../content/applications/productivity/spreadsheet/functions.rst:796 msgid "`Excel PROPER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:807 +#: ../../content/applications/productivity/spreadsheet/functions.rst:797 msgid "REPLACE(text, position, length, new_text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:808 +#: ../../content/applications/productivity/spreadsheet/functions.rst:798 msgid "`Excel REPLACE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:809 +#: ../../content/applications/productivity/spreadsheet/functions.rst:799 msgid "RIGHT(text, [number_of_characters])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:810 +#: ../../content/applications/productivity/spreadsheet/functions.rst:800 msgid "`Excel RIGHT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:811 +#: ../../content/applications/productivity/spreadsheet/functions.rst:801 msgid "SEARCH(search_for, text_to_search, [starting_at])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:812 +#: ../../content/applications/productivity/spreadsheet/functions.rst:802 msgid "`Excel SEARCH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:813 +#: ../../content/applications/productivity/spreadsheet/functions.rst:803 msgid "SPLIT(text, delimiter, [split_by_each], [remove_empty_text])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:814 +#: ../../content/applications/productivity/spreadsheet/functions.rst:804 msgid "`Excel TEXTSPLIT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:815 +#: ../../content/applications/productivity/spreadsheet/functions.rst:805 msgid "SUBSTITUTE(text_to_search, search_for, replace_with, [occurrence_number])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:816 +#: ../../content/applications/productivity/spreadsheet/functions.rst:806 msgid "`Excel SUBSTITUTE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:817 +#: ../../content/applications/productivity/spreadsheet/functions.rst:807 msgid "TEXT(number, format)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:818 +#: ../../content/applications/productivity/spreadsheet/functions.rst:808 msgid "`Excel TEXT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:819 +#: ../../content/applications/productivity/spreadsheet/functions.rst:809 msgid "TEXTJOIN(delimiter, ignore_empty, text1, [text2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:820 +#: ../../content/applications/productivity/spreadsheet/functions.rst:810 msgid "`Excel TEXTJOIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:821 +#: ../../content/applications/productivity/spreadsheet/functions.rst:811 msgid "TRIM(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:822 +#: ../../content/applications/productivity/spreadsheet/functions.rst:812 msgid "`Excel TRIM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:823 +#: ../../content/applications/productivity/spreadsheet/functions.rst:813 msgid "UPPER(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:824 +#: ../../content/applications/productivity/spreadsheet/functions.rst:814 msgid "`Excel UPPER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:829 +#: ../../content/applications/productivity/spreadsheet/functions.rst:815 +msgid "VALUE(text)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:816 +msgid "`Excel VALUE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:821 msgid "Web" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:837 +#: ../../content/applications/productivity/spreadsheet/functions.rst:829 msgid "HYPERLINK(url, [link_label])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:838 +#: ../../content/applications/productivity/spreadsheet/functions.rst:830 msgid "`Excel HYPERLINK article `_" msgstr "" +#: ../../content/applications/productivity/spreadsheet/functions.rst:835 +msgid "Odoo-specific functions" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:837 +msgid "This section contains functions that interact directly with your Odoo database." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:893 +msgid "This function takes in two currency codes as arguments, and returns the exchange rate from -the first currency to the second as float (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:902 +msgid "ODOO.PARTNER.BALANCE(partner_ids, [account_codes], [date_range], [offset], [company_id], [include_unposted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:903 +msgid "Get the partner balance for the specified account(s) and period (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:904 +msgid "ODOO.RESIDUAL([account_codes], [date_range], [offset], [company_id], [include_unposted])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:905 +msgid "Get the residual amount for the specified account(s) and period (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:932 +msgid "COUNTUNIQUE(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:933 +msgid "Counts number of unique values in a range (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:934 +msgid "COUNTUNIQUEIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:935 +msgid "Counts number of unique values in a range, filtered by a set of criteria (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:938 +msgid "Misc" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:946 +msgid "FORMAT.LARGE.NUMBER(value, [unit])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:947 +msgid "Apply a large number format (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:948 +msgid "ODOO.LIST(list_id, index, field_name)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:949 +msgid "Get the value from a list (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:950 +msgid "ODOO.LIST.HEADER(list_id, field_name)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:951 +msgid "Get the header of a list (not compatible with Excel)" +msgstr "" + #: ../../content/applications/productivity/spreadsheet/global_filters.rst:3 msgid "Global filters" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:11 -msgid "Create dynamic views of :doc:`inserted data `, by mapping data source fields to *global filters* in the Odoo **Spreadsheets** app." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:5 +msgid "Global filters, represented by the :icon:`os-global-filters` :guilabel:`Filters` icon at the top right of an Odoo spreadsheet, allow you to apply one or more filters to all the Odoo data that has been :doc:`inserted in that spreadsheet `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:15 -msgid "The global filters are represented by the |global-filter| icon, and enable data that was inserted via a pivot table, list, or chart to be filtered. Global filters differ from the *sort and filter* feature for cell ranges represented by the :icon:`fa-filter` :guilabel:`(filter)` icon." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:9 +msgid "These filters are particularly useful for reports and dashboards as users can easily and dynamically customize the view to answer complex business questions spanning multiple data sources." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:-1 -msgid "The global filters menu sidebar on a spreadsheet." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:13 +msgid "When a spreadsheet with global filters is added to a dashboard, the filters appear as dropdown menus at the top of the dashboard. In a spreadsheet, they appear in a pane to the right of the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:24 -msgid "Add filters" +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 +msgid "Global filters at the top of a dashboard" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:26 -msgid "Navigate to the :menuselection:`Documents app` and click on the desired spreadsheet, then open the |global-filter| filter menu." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:20 +msgid "Three types of global filters are available:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:29 -msgid "Create a new filter by selecting one of the buttons under the :guilabel:`Add a new filter...` section:" +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:22 +msgid ":ref:`Date `: filters data based on a specific time range, with the options :guilabel:`Month / Quarter`, :guilabel:`Relative Period`, or :guilabel:`From / To`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:32 -msgid ":ref:`Date `: filter dates by matching data source date fields to a time range (e.g., *Month / Quarter*, *Relative Period*, or *From / To*)." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:25 +msgid ":ref:`Relation `: filters data based on a relational field in a related model, e.g., by :guilabel:`Salesperson` with the *User* model set as the related model." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:34 -msgid ":ref:`Relation `: filter records by matching data source fields to fields in a related model (e.g., *Lead/Opportunity*, *Sales Order*, or *Event Registration*)." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:28 +msgid ":ref:`Text `: filters data based on a string of text or a range of predefined values, e.g., a product reference or barcode." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:37 -msgid ":ref:`Text `: filter text by matching data source text fields to a string of text (e.g., *Restrict values to a range* and/or provide a *Default value*)." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:31 +msgid "Unlike the standard :icon:`fa-filter` :guilabel:`(Add filters)` spreadsheet function, which lets you sort and temporarily hide data, global filters act on the underlying :ref:`data sources `, filtering data *before* it is loaded into the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:41 -msgid "Only filters that are able to be applied to the fields in the data source are shown." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:35 +msgid "When a global filter is created, :ref:`field matching ` for each data source ensures the filter acts on the correct database :doc:`fields `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:48 -msgid "The *Date* global filter enables the filtering of data sources by a specific time range, to automatically filter on the current period, or to offset the time range relative to the period." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:40 +msgid "Global filters work by adding extra conditions to the domains of all the data sources in the spreadsheet. Therefore, if you intend to use global filters, do not use the same conditions when configuring the initial list, pivot table, or chart in your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:51 -msgid "With the |global-filter| menu open, select the :guilabel:`Date` button to create a new date filter. The :guilabel:`Filter properties` menu displays the following fields for configuration below." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:43 +msgid "Setting default values, where relevant, ensures that the spreadsheet or dashboard loads quickly and provides a useful initial view that can be further customized if needed. For example, a :guilabel:`Date` filter could be set to show data from the last 30 days by default." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:54 -msgid "First, enter a name for the new date filter in the :guilabel:`Label` field." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:50 +msgid "Field matching" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:53 +msgid "This process is crucial, as matching the wrong fields, or not setting matching fields at all, results in global filters that do not show the desired results." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:56 -msgid "Then, select one of the three period options in the :guilabel:`Time range` field:" +msgid "To function as intended, a global filter needs to act on the correct database fields. Consider a :guilabel:`Date` filter applied to sales data. As the *Sales Order* model contains several date fields, it is crucial to determine which field is relevant for the filter, e.g., the order date, the delivery date, the expected date, or the expiration date." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:58 -msgid ":guilabel:`Month / Quarter`: enables a drop-down menu of specific months and quarters of a year (i.e., *Q1*, *Q2*, *January*, etc.)." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:61 +msgid "When :ref:`creating a global filter `, the :guilabel:`Field matching` section of the :guilabel:`Filter properties` allows you to determine, for each :ref:`data source ` in the spreadsheet, which database field the filter should act on, or match with." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:60 -msgid ":guilabel:`Relative Period`: enables a drop-down menu of specific moving time frames (i.e., *Year to Date*, *Last 7 Days*, *Last 30 Days*, etc.)." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:66 +msgid "Field matching is further explained in the relevant sections on creating :ref:`Date `, :ref:`Relation `, and :ref:`Text ` global filters." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:62 -msgid ":guilabel:`From / To`: enables *Date from...* and *Date to...* date selection fields to define a specific time range (e.g., `06/05/2024` to `06/27/2024`)." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:74 +msgid "Create global filters" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:65 -msgid "Optionally, set a :guilabel:`Default value` for the :guilabel:`Time range`." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:68 -msgid "The :guilabel:`Default value` field only appears for :guilabel:`Month / Quarter` or :guilabel:`Relative Period` ranges." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:71 -msgid "If the :guilabel:`Month / Quarter` range is selected, tick the :guilabel:`Automatically filter on the current period` checkbox to define the default period of either :guilabel:`Month`, :guilabel:`Quarter`, or :guilabel:`Year`." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:75 -msgid "Next, configure the :guilabel:`Field matching` for each data source. To do so, expand the section by clicking on the :guilabel:`Field matching` heading, to reveal a list of the data sources in the spreadsheet where each data source has two fields for matching:" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:79 -msgid ":guilabel:`Date field`: select a date field from the data source model to apply the time range to." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:76 +msgid "Open the desired spreadsheet from the **Odoo Documents** app or via the **Odoo Dashboards** app if you are adding filters to a dashboard." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:80 -msgid ":guilabel:`Period offset`: (optionally) select an offset that shifts the time range by a relative period." +msgid "To access the underlying spreadsheet of a dashboard, with the **Dashboards** app open, :ref:`activate developer mode `, then click the :icon:`fa-pencil` :guilabel:`(Edit)` icon that appears when hovering over the dashboard name." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:83 -msgid "The options available are: :guilabel:`Previous`, :guilabel:`Before Previous`, :guilabel:`Next`, :guilabel:`After Next`." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:84 +msgid "To add a new filter, click :icon:`os-global-filters` :guilabel:`Filters`, then, under :guilabel:`Add a new filter...` click :guilabel:`Date`, :guilabel:`Relation`, or :guilabel:`Text` as appropriate. The :guilabel:`Filter properties` pane opens." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:86 -msgid "Lastly, once all the information is entered on the form, click the :guilabel:`Save` button. If any of the data source fields do not match the data type of *date* (or *datetime*), an error is shown stating :guilabel:`Some required fields are not valid`." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:88 +msgid "When saving a global filter, if any required information is missing or if any information provided in the :ref:`Field matching ` section is not appropriate, an error is shown stating :guilabel:`Some required fields are not valid`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:91 -msgid "Consider a :guilabel:`Period offset` of :guilabel:`Next` when using the :guilabel:`Month / Quarter` range to apply the filter to the *next* period relative to the set time range." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:98 +msgid "A :guilabel:`Date` filter can only match with a :ref:`Date ` or :ref:`Date & Time ` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:94 -msgid "With this configuration, selecting `January` `2024` as the date, filters data as `February` `2024`; where the selected month is offset to the next month." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:101 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:171 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:220 +msgid "With the :guilabel:`Filter properties` pane open:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 -msgid "A date filter with a period offset of \"Next\" configured." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:103 +msgid "Enter a name for the new date filter in the :guilabel:`Label` field." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:104 -msgid "Relation" +msgid "From the :guilabel:`Time range` dropdown menu, select one of the following:" msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:106 -msgid "The *Relation* global filter enables the filtering of records in data sources by selecting a field from a related model." +msgid ":guilabel:`Month / Quarter`: enables a dropdown menu of specific months and/or quarters and a year selector for the year. The values :guilabel:`Months` and :guilabel:`Quarters` are enabled by default. Disabling both of these values allows filtering by year only." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:109 -msgid "With the |global-filter| menu open, select the :guilabel:`Relation` button to create a new relation filter. The :guilabel:`Filter properties` menu displays the following fields for configuration." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:112 -msgid "First, enter a name for the new relation filter in the :guilabel:`Label` field." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:110 +msgid "To set a :guilabel:`Default value`, enable :guilabel:`Automatically filter on the current period` and choose whether to filter on the current :guilabel:`Month`, :guilabel:`Quarter` or :guilabel:`Year`." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:114 -msgid "Then, select or search for a model from the :guilabel:`Related model` field." +msgid ":guilabel:`Relative Period`: enables a dropdown menu of specific time ranges relative to the current date (e.g., :guilabel:`Year to Date`, :guilabel:`Last 7 Days`, :guilabel:`Last 30 Days`, etc.)." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:116 -msgid "Once a model is selected, the :guilabel:`Default value` and :guilabel:`Field matching` fields appear." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:118 +msgid "To set a :guilabel:`Default value`, select one of the available values." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:119 -msgid "Optionally, set a :guilabel:`Default value` for the :guilabel:`Related model`. The available options are records of the model." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:120 +msgid ":guilabel:`From / To`: enables :guilabel:`Date from...` and :guilabel:`Date to...` date selection fields to define a specific time range (e.g., `06/05/2024` to `06/27/2024`)." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:122 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:160 -msgid "Next, configure the :guilabel:`Field matching` for each data source. To do so, expand the section by clicking on the :guilabel:`Field matching` heading, to reveal a list of the data sources in the spreadsheet where each data source has a field for matching." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:123 +msgid "In the :guilabel:`Field matching` section, for each data source, click below :guilabel:`Date field` and select the field the filter should match with." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:126 -msgid "Select a field from the data source model from which to apply the relation filter." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:128 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:166 -msgid "Lastly, once all the information is entered on the form, click the :guilabel:`Save` button. If any of the data source fields do not match the data type of the related model, an error is shown stating :guilabel:`Some required fields are not valid`." +msgid "The :guilabel:`Period offset` feature enables comparisons to be made by shifting the time range by one or two periods in the past or future. By default, no period offset is set. The offsets available are: :guilabel:`Previous`, :guilabel:`Before previous`, :guilabel:`Next`, and :guilabel:`After next`." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:133 -msgid "Consider a *Relation* filter with the :guilabel:`Related model` set as :guilabel:`Contact`. The :guilabel:`Field matching` *CRM* lead (`crm.lead`) pivot data sources are set to :guilabel:`Customer`." +msgid "To compare data effectively using the :guilabel:`Period offset` feature, :ref:`duplicate the relevant inserted list ` or :ref:`pivot table `, then, when setting up field matching, set a period offset for the second data source but not the first." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:137 -msgid "With this configuration, selecting a customer record filters the pivot table to only leads that are related to the selected customer record." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:138 +msgid "When applying the filter, the original list or pivot table shows data for the time range selected, while the second shows data for a period before or after that time range, as defined." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:142 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:191 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:229 +msgid "Click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:145 +msgid "In the example below, a :guilabel:`Date` global filter has been created to allow the pivot table and chart to show sales data per quarter. If only a year is selected, data is shown for the entire year." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 -msgid "A relation filter with the Contact model configured." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:149 -msgid "The *Text* global filter enables the filtering of text by matching data source text fields to a string of text or to a range of predefined values." +msgid "A date filter to filter on quarter and year" msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:152 -msgid "With the |global-filter| menu open, select the :guilabel:`Text` button to create a new text filter. The :guilabel:`Filter properties` menu displays the following fields for configuration." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:155 -msgid "First, enter a name for the new text filter in the :guilabel:`Label` field." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:157 -msgid "Then, choose whether or not to :guilabel:`Restrict values to a range` by ticking the checkbox. Doing so, reveals a field to input a range within the spreadsheet. Either type in or select the range." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:164 -msgid "Select a field from the data source model from which to apply the text filter." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:171 -msgid "Consider a text filter with the range `A2:A6` added to the :guilabel:`Restrict values to a range` field. The spreadsheet has five different product names listed as values in the cells of column `A`, rows `2` though `6`." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:175 -msgid "With the above configuration, a pivot table of products can be filtered by product name by selecting one of the 5 predefined values available in the text filter." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:178 -msgid "Furthermore, if the values in the range `A2:A6` are added dynamically– the text filter becomes dynamic as well." +msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Order Date` has been selected as the matching date field. A matching date field is not needed for *List #1* as we will not use this filter on the data source in question." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 -msgid "A dynamic text filter with a restricted range." +msgid "A date filter with the Order Date selected as the matching field" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:186 -msgid "Manage filters" +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:163 +msgid "Relation" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:188 -msgid "Open the |global-filter| filter menu by navigating to the :menuselection:`Documents app` and clicking on the desired spreadsheet." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:166 +msgid "A :guilabel:`Relation` filter can only match with a :ref:`Many2One `, :ref:`One2Many `, or :ref:`Many2Many ` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:191 -msgid "Existing global filters appear under the :guilabel:`Filters` section. Filters can be used individually, or at the same time." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:173 +msgid "Enter a name for the new relation filter in the :guilabel:`Label` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:195 -msgid "The order of existing filters can be changed by hovering over a filter and using the |drag-handle| icon to change the position." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:175 +msgid "In the :guilabel:`Related model` field, start typing the model name to reveal a list of all models, then select the appropriate one. Once a model is selected, the :guilabel:`Default value` and :guilabel:`Possible values` fields appear, as well as the :guilabel:`Field matching` section." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:198 -msgid "To reset a filter with set values back to default, click on the :icon:`fa-times` (clear) icon next to the value in the filter." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:180 +msgid "To set a :guilabel:`Default value`, select one of the available values; these are records from the model. If the related model is the *User* model, the option :guilabel:`Automatically filter on the current user` can be enabled." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:184 +msgid "To limit the values that can be shown, enable :guilabel:`Restrict values with a domain`, then click :ref:`Edit domain ` to add or edit rules." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:187 +msgid "In the :guilabel:`Field matching` section, check if the correct matching field has been assigned for each data source. If this is not the case, click below the data source name to select the correct field." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:194 +msgid "In the example below, a :guilabel:`Relation` filter has been created to allow the pivot table and chart to show sales data related to selected salespeople only. The *User* model was set as the :guilabel:`Related model`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 +msgid "Relation filter set on a pivot table" msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:201 -msgid "To edit an existing filter, select the :icon:`fa-cog` :guilabel:`(gear)` icon to open the filter's :guilabel:`Filter properties` menu. From here, edits can be made or the filter can be deleted by clicking the :guilabel:`Remove` button." +msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Salesperson` was automatically assigned as the matching field for both the pivot table and the chart. A matching field is not needed for *List #1* as we will not use this filter on the data source in question." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 +msgid "A relation filter with the User model configured" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:216 +msgid "A :guilabel:`Text` filter can only match with a :ref:`Text (char) `, :ref:`Integer ` or :ref:`Decimal (float) ` field." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:222 +msgid "Enter a name for the new text filter in the :guilabel:`Label` field." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:223 +msgid "Optionally, enable :guilabel:`Restrict values to a range`. Doing so allows you to input a spreadsheet range either by typing the range or selecting it from within the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:225 +msgid "Optionally, enter a :guilabel:`Default value`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:226 +msgid "In the :guilabel:`Field matching` section, for each data source click below the data source name and select the field the :guilabel:`Text` filter should match with." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:232 +msgid "In the example below, a :guilabel:`Text` global filter was created to allow the user to select a product from the :guilabel:`Product` filter and have both the pivot table and chart only show sales data related to that specific product." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:-1 +msgid "Global filters set on a pivot table" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:239 +msgid "In the :guilabel:`Filter properties`, the :guilabel:`Possible values` of the filter were restricted to the range :guilabel:`'Products (List #1)'!A2:A34`. This corresponds to the range containing the :guilabel:`Display name` of the product on a list inserted in the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:-1 +msgid "A text filter with a restricted range" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:247 +msgid "With this configuration, the pivot table and chart can be filtered by product name by selecting one of the predefined values available in the text filter. In this case, :guilabel:`Furniture` has already been selected as the :guilabel:`Product category`, meaning that only products of this category can be selected as possible values." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:252 +msgid "Furthermore, if the values in the range have been retrieved dynamically from the database, as in this case, the text filter is also dynamic, i.e., will reflect changes made to those values." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:256 +msgid "Manage and use global filters" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:258 +msgid "Click the :icon:`os-global-filters` :guilabel:`Filters` icon at the top right of an Odoo spreadsheet to access the global filters that have been created for that spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:261 +msgid "It is possible to:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:263 +msgid "**Apply one or more global filters** by selecting appropriate values per filter, as relevant." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:266 +msgid "Reloading the browser will cause any global filters to reset to their initial state or default value, as relevant. To refresh data in an inserted list, pivot table, or chart without losing global filters that have been applied, click :menuselection:`Data --> Refresh all data` from the menu bar." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:271 +msgid "**Change the order** of existing filters by hovering over a filter and using the :icon:`os-thin-drag-handle` :guilabel:`(drag handle)` icon to change the position." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:273 +msgid "**Clear filter values** (whether default or selected values) by clicking the :icon:`fa-times` :guilabel:`(Clear)` icon next to the value in the filter." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:275 +msgid "**Edit an existing filter** by selecting the :icon:`fa-cog` :guilabel:`(Edit)` icon to open the filter's :guilabel:`Filter properties` then editing as needed." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:277 +msgid "**Delete an existing filter** by selecting the :icon:`fa-cog` :guilabel:`(Edit)` icon to open the filter's :guilabel:`Filter properties` then clicking :guilabel:`Remove`." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:3 -msgid "Link Odoo data" +msgid "Insert and link to Odoo data" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:5 -msgid "You can insert and link several elements from your database in your spreadsheets, namely:" +msgid "Several elements from your Odoo database can be inserted into an Odoo spreadsheet, namely:" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:7 -msgid "pivots," +msgid "lists, i.e., data from a :ref:`list view `" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:8 -msgid "graphs," +msgid "pivot tables, i.e., data from a :ref:`pivot view `" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:9 -msgid "lists, and" +msgid "charts, i.e., data from a :ref:`graph view `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:10 -msgid "links to menus (i.e., a clickable link to a view of a specific model)." +#: ../../content/applications/productivity/spreadsheet/insert.rst:11 +msgid "Each time a list, pivot table, or chart is inserted, a :ref:`data source ` is created. This data source connects the spreadsheet to your Odoo database, retrieving up-to-date information every time the spreadsheet is opened or reloaded." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:12 -msgid "Before inserting :ref:`pivots `, :ref:`graphs `, or lists, ensure they are tailored to your needs, as some elements are more quickly - or only - configurable in their respective view." +#: ../../content/applications/productivity/spreadsheet/insert.rst:15 +msgid ":ref:`Inserted lists ` and :ref:`inserted pivot tables ` use formulas with Odoo-specific :ref:`list functions ` and :ref:`pivot table functions ` to retrieve data from your database and can be further manipulated in the spreadsheet. Certain elements of :ref:`inserted charts ` can be modified, but no data manipulation or computation is possible." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:16 -msgid "To insert pivots and graphs, click :guilabel:`Insert in spreadsheet` from any pivot or graph view." +#: ../../content/applications/productivity/spreadsheet/insert.rst:23 +msgid "If you intend to use :doc:`global filters ` to dynamically filter Odoo data in a spreadsheet or dashboard, do not use the same conditions to establish the initial list, pivot table, or chart in your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:17 -msgid "To insert lists, click :menuselection:`Favorites --> Insert list in spreadsheet` from any list view." +#: ../../content/applications/productivity/spreadsheet/insert.rst:27 +msgid "It is also possible to:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:19 -msgid "To insert links to menus, click :menuselection:`Favorites --> Link menu in spreadsheet` from any view." +#: ../../content/applications/productivity/spreadsheet/insert.rst:29 +msgid ":ref:`add clickable links ` to Odoo menu items, to other sheets of the same spreadsheet, or to external URLs" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:22 -msgid "In the pop-up box, either create a new spreadsheet by selecting :guilabel:`Blank spreadsheet` or insert it in an existing one by selecting it and clicking :guilabel:`Confirm`." +#: ../../content/applications/productivity/spreadsheet/insert.rst:31 +msgid ":ref:`insert financial data ` from your Odoo database using Odoo-specific spreadsheet :doc:`functions `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:-1 -msgid "Inserting a pivot in a spreadsheet" +#: ../../content/applications/productivity/spreadsheet/insert.rst:33 +msgid "paste data from another Odoo spreadsheet, Excel spreadsheet, or Google Sheet directly into any Odoo spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:30 -msgid "By default, new spreadsheets are saved under the :guilabel:`Spreadsheet` workspace of the Documents app." +#: ../../content/applications/productivity/spreadsheet/insert.rst:39 +msgid "Data sources" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:36 -msgid "Updating data" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:38 -msgid "Once inserted in a spreadsheet, your data is kept up-to-date, reflecting any changes made to your database. Reopening the spreadsheet reloads the linked data." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:42 -msgid "To update pivots and lists data without reopening a spreadsheet, go to the menu bar and click :menuselection:`Data --> Refresh all data`." +#: ../../content/applications/productivity/spreadsheet/insert.rst:41 +msgid "Data sources, which are created each time a :ref:`list `, :ref:`pivot table ` or :ref:`graph ` is inserted into an Odoo spreadsheet, connect the spreadsheet and the relevant :doc:`model <../../studio/models_modules_apps>` in your database." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:46 -msgid "Pivot data" +msgid "Each data source is defined by properties that can be accessed via the :guilabel:`Data` menu. Data sources are identified by their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`, :icon:`oi-view-list` :guilabel:`(list)` or :icon:`fa-bar-chart` :guilabel:`(chart)` icon, followed by their ID and name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Product*." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:48 -msgid "Using :guilabel:`Refresh all data` only updates existing pivot cells. If new cells need to be added, go to the menu bar and click :menuselection:`Data --> Re-insert pivot` to fully update the pivot. Alternatively, click :guilabel:`Insert pivot`, select the pivot, and tick :guilabel:`Display missing cells only` to preview first the missing data." +#: ../../content/applications/productivity/spreadsheet/insert.rst:-1 +msgid "Data sources listed in Data menu" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Displaying missing cells in a pivot" +#: ../../content/applications/productivity/spreadsheet/insert.rst:54 +msgid "Clicking on a data source opens its properties in a pane to the right of the spreadsheet." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:57 -msgid "To change which records are :ref:`used by the pivot `, right-click on a pivot cell, select :guilabel:`See pivot properties`, and click :guilabel:`Edit domain`." +msgid "Once the properties of a specific data source are open, they remain open even when navigating between spreadsheet tabs. To close the properties pane, click the :icon:`fa-times` :guilabel:`(close)` icon at the top right of the pane." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:62 +msgid "Deleting an inserted list or pivot table, or deleting the sheet into which it was inserted, does not delete the underlying data source. The data source of an inserted list or pivot table can only be deleted via the data source's properties." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:66 +msgid "A warning in the :guilabel:`Data` menu identifies any data sources for which the corresponding list or pivot table no longer appears in the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:-1 +msgid "Warning message about unused list" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:72 +msgid "Deleting an inserted chart, on the other hand, also deletes the underlying data source." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:77 +msgid "Insert a list" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:80 +msgid "Before inserting a list in a spreadsheet, ensure the list is tailored to your needs. Consider which fields should be visible as well as how the records are filtered and/or sorted. This can impact both the loading time and the user-friendliness of your spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:84 +msgid "To insert a list:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:86 +msgid "With the list view selected, click the :icon:`fa-cog` :guilabel:`(Actions)` icon beside the name of the view, then :menuselection:`Spreadsheet -->` :icon:`oi-view-list` :menuselection:`Insert list in spreadsheet`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:91 +msgid "To insert only specific records, select the relevant records, click the :icon:`fa-cog` :guilabel:`Actions` button that appears at the top center of the screen, then :icon:`oi-view-list` :guilabel:`Insert in spreadsheet`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:95 +msgid "In the window that opens, edit the :guilabel:`Name of the list` if needed." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:97 +msgid "The list name is used in the sheet name and in the :ref:`list properties `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Inserting a list in a spreadsheet" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:103 +msgid "Edit the number of records, i.e., rows, to be inserted if needed." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:105 +msgid "By default, the number shown is the number of records visible on the first page of the list. For example, if the list contains 150 records but only 80 are visible, this field will show 80." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:109 +msgid "While the data in your list is kept up to date thanks to the connection to your database, an inserted list will not automatically expand to accommodate new records, e.g., a new product category or a new salesperson." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:113 +msgid "If you anticipate new records being added, consider adding extra rows when inserting the list. Records/rows can also be :ref:`added manually ` after the spreadsheet has been inserted." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:118 +msgid "Your company currently has ten product categories and you insert this list in a spreadsheet. If an 11th product category is created and your inserted list only had ten rows, the new category will be inserted in the appropriate position in the spreadsheet, thereby removing an existing category." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:123 +msgid "One way to avoid this is to :ref:`add extra rows ` when inserting the list." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:126 +msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the list should be inserted." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:130 +#: ../../content/applications/productivity/spreadsheet/insert.rst:357 +#: ../../content/applications/productivity/spreadsheet/insert.rst:521 +msgid "New spreadsheets are saved in the **Odoo Documents** app in either the :icon:`fa-hdd-o` :guilabel:`My Drive` personal workspace or, if :ref:`file centralization ` has been enabled for spreadsheets, in the :guilabel:`Spreadsheet` workspace." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:135 +#: ../../content/applications/productivity/spreadsheet/insert.rst:362 +#: ../../content/applications/productivity/spreadsheet/insert.rst:526 +#: ../../content/applications/productivity/spreadsheet/insert.rst:740 +msgid "Click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:137 +msgid "The list is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the list followed by the list ID, e.g., *Quotations by Total (List #1)*. A pane on the right side of the screen shows the :ref:`list properties `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:142 +msgid "To sever the link between an inserted list and your database, select the entire list, right-click and select :icon:`fa-clone` :guilabel:`Copy` then right-click again and select :menuselection:`Paste special --> Paste as value`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:145 +msgid "Do not modify the list ID in the sheet name, as the inserted list retains this ID for the lifetime of the spreadsheet. This list ID is used in the :ref:`spreadsheet functions ` that retrieve data from your database." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:152 +msgid "List functions" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:154 +msgid "When a list is inserted into a spreadsheet, the following :doc:`functions ` are used to retrieve the header and field values, respectively:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:164 +msgid "`list_id`: the ID assigned when the list is inserted. The first list inserted into a spreadsheet is assigned list ID `1`, the second, list ID `2`, etc." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:166 +msgid "`index`: identifies the line on which the record appeared in the list before insertion. The first line has an index of `1`, the second an index of `2`, etc." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:168 +msgid "`field_name`: the technical name of the field." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:171 +msgid "To see the formulas of spreadsheet cells, click :menuselection:`View -->` :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to retrieve list values." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Viewing formulas of spreadsheet cells" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:181 +msgid "List properties" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:183 +msgid "The list properties appear on the right side of the screen when a list is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant list, as prefaced by the :icon:`oi-view-list` :guilabel:`(list)` icon." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:187 +msgid "The following list properties are shown, some of which can be edited:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:189 +msgid ":guilabel:`List #`: the list ID. List IDs are assigned sequentially as additional lists are inserted into the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:191 +msgid ":guilabel:`List Name`: the name of the list. Edit this if needed. Note that editing the list name in the list properties does not modify the list name shown in the sheet name, and vice versa." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:193 +#: ../../content/applications/productivity/spreadsheet/insert.rst:419 +msgid ":guilabel:`Model`: the model from which the data has been extracted." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:194 +msgid ":guilabel:`Columns`: the fields of the model that were visible when the list was inserted." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:195 +#: ../../content/applications/productivity/spreadsheet/insert.rst:435 +#: ../../content/applications/productivity/spreadsheet/insert.rst:667 +msgid ":guilabel:`Domain`: the rules used to determine which records are shown. Click :ref:`Edit domain ` to add or edit rules." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:199 +#: ../../content/applications/productivity/spreadsheet/insert.rst:439 +msgid "When :doc:`global filters ` are used, this domain is combined with the selected values of the global filter before the data is loaded into the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:202 +msgid ":guilabel:`Sorting`: how the data is sorted, if applicable. To add a sorting rule, click :guilabel:`Add`, select the field, then choose whether sorting should be :guilabel:`Ascending` or :guilabel:`Descending`. Delete a sorting rule by clicking the :icon:`fa-times` :guilabel:`(delete)` icon." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:207 +msgid "To :ref:`duplicate ` or :ref:`delete ` a list's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete` as relevant." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:215 +msgid "Manage an inserted list" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:217 +msgid "Once a list from an Odoo database has been inserted into an Odoo spreadsheet, you can:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:219 +msgid ":ref:`add records `, i.e., rows" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:220 +msgid ":ref:`add fields `, i.e., columns" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:221 +msgid ":ref:`duplicate the list ` to create a new, identical data source" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:223 +msgid ":ref:`delete the list and its underlying data source `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:228 +msgid "Add records/rows to a list" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:230 +msgid "To add records to a list, use one of the following methods:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:232 +msgid "Select the last row of the table, then hover over the blue square until the plus icon appears. Click and drag down to add the desired number of rows. The cells of the new rows are populated with the :ref:`appropriate formula ` to retrieve the list values. If there is corresponding data in your database, the cells are populated." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Add records by dragging the cell down" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:240 +msgid "Position your cursor in the top left cell of the sheet, click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate list. In the pop-up window, indicate the number of records to insert and click :guilabel:`Confirm`. An updated list is inserted, overwriting the previous list." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:246 +msgid "The above methods can also be used to add additional blank rows to your spreadsheet table. This may be useful for lists where you expect additional records to be generated in your database, e.g., new product categories or new salespersons." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:253 +msgid "Add fields/columns to a list" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:255 +msgid "To add fields/columns to a list:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:257 +msgid "Select the column to the right or left of where the new column should be inserted." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:258 +msgid "Click :menuselection:`Insert -->` :icon:`os-insert-col` :menuselection:`Insert column` then :icon:`os-insert-col-before` :menuselection:`Column left` or :icon:`os-insert-col-after` :menuselection:`Column right` from the menu bar, or right-click then :icon:`os-insert-col-before` :guilabel:`Insert column left` or :icon:`os-insert-col-after` :guilabel:`Insert column right` as appropriate." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:263 +msgid "Copy the header cell of any column, paste it into the header cell of the new column, and press `Enter`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:265 +msgid "Double-click the new header cell then click on the field name that appears in quotation marks at the end of the formula; a list of all the technical names of the fields of the related model appears." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Add fields/columns by editing the formula" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:272 +msgid "Select the appropriate field name and press `Enter`. The field's label appears in the header." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:275 +msgid "To know a field's technical name, navigate to the relevant view, :ref:`activate developer mode `, then check the field name by hovering over the question mark beside a field's label." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:279 +msgid "With the header cell selected, double-click on the blue square in the bottom-right corner. The cells of the column are populated with the appropriate formula to retrieve the list values. If there is corresponding data in your database, the cells are populated." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:286 +msgid "Duplicate a list" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:288 +msgid "Duplicating a list via the list's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:291 +msgid "With the :ref:`list properties ` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:294 +msgid "The new data source is assigned the next available list ID. For example, if no other lists have been inserted in the meantime, duplicating *List #1* results in the creation of *List #2*." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:297 +msgid "Unlike when you insert a list, a duplicated list is not automatically inserted into the spreadsheet. To insert it, perform the following steps:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:300 +msgid "Add a new sheet by clicking the :icon:`os-plus` :guilabel:`(add sheet)` icon at the bottom left of the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:302 +msgid "Click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate list." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:304 +msgid "Define the number of records to insert and click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:305 +msgid "Edit the :guilabel:`List Name` in the properties pane if needed." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:306 +msgid "Rename the sheet by right-clicking on the sheet tab, selecting :guilabel:`Rename`, and entering the new sheet name." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:310 +msgid "Duplicating an inserted list by copying and pasting it or by duplicating the sheet into which it has been inserted does not create a new data source. Any changes made to the list's properties would therefore impact any copies of the list." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:317 +msgid "Delete a list" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:319 +msgid "To fully delete a list and the underlying data source from a spreadsheet, perform the following steps in any order:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:322 +#: ../../content/applications/productivity/spreadsheet/insert.rst:501 +msgid "Delete the spreadsheet table using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet. This deletes the visual representation of the data." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:324 +msgid "From the :ref:`properties pane ` of the relevant list, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the list from the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:331 +msgid "Insert a pivot table" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:334 +msgid "When a pivot table is inserted into a spreadsheet, it is by default static. Converting a static pivot table to a :doc:`dynamic pivot table ` ensures the pivot table can expand to accommodate new data series, such as sales data for a new quarter, and allows you to modify the dimensions (i.e., columns and rows) and measures." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:339 +msgid "It is therefore possible to insert a basic pivot table with minimal configuration and refine it directly in the spreadsheet after converting it to a dynamic pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:342 +msgid "To insert a pivot table:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:344 +msgid "With the pivot view selected, click :guilabel:`Insert in Spreadsheet`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:345 +msgid "In the window that opens, edit the :guilabel:`Name of the pivot` if needed." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:347 +msgid "This name is used in the sheet name and in the :ref:`pivot table properties `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Inserting a pivot table in a spreadsheet" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:353 +msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the pivot table should be inserted." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:364 +msgid "The pivot table is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the pivot table followed by the pivot table ID, e.g., *Sales Analysis by Sales Team (Pivot #1)*. A pane on the right side of the screen shows the :ref:`pivot table properties `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:372 +msgid "Pivot table functions" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:374 +msgid "An inserted pivot table that has not been converted to a :doc:`dynamic pivot table ` uses the following :doc:`functions ` to retrieve the header and field values, respectively:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:383 +msgid "The arguments of the functions are as follows:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:387 +msgid "`measure_name`: the technical name of what is being measured, followed by the type of aggregation, e.g., `product_uom_qty:sum`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:389 +msgid "`domain_field_name`: the technical name of the field used as a dimension, e.g., `user_id`, or, if the dimension is a time period, the technical name of the date field, followed by the time period, e.g., `date_order:month`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:392 +msgid "`domain_value`: the ID of the record, or, if the dimension is a time period, the date or time period targeted." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:396 +msgid "To see the formulas of spreadsheet cells, click :menuselection:`View -->` :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions for a static pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Functions of a static pivot table" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:406 +msgid "Pivot table properties" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:408 +msgid "The pivot table properties appear on the right side of the screen when a pivot table is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant pivot table, as prefaced by the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon, or by right-clicking anywhere on the pivot table and clicking :icon:`oi-view-pivot` :guilabel:`See pivot properties`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:413 +msgid "The following pivot table properties are shown, some of which can be edited:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:415 +msgid ":guilabel:`Pivot #`: the pivot table ID. Pivot table IDs are assigned sequentially as additional pivot tables are inserted in the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:417 +msgid ":guilabel:`Name`: the name of the pivot table. Edit this if needed. Note that editing the name in the pivot table properties does not modify the name shown in the sheet name, and vice versa." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:420 +msgid ":guilabel:`Columns` and :guilabel:`Rows`: dimensions you are using to categorize or group data from the model." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:422 +msgid ":guilabel:`Measures`: what you are measuring, or analyzing, based on the dimensions you have chosen." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:426 +msgid "If you attempt to make changes to the columns, rows, or measures of a pivot table that has just been inserted into a spreadsheet, an error appears at the top right of the screen." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:432 +msgid "To be able to manipulate a pivot table's properties, convert a static pivot table to a :ref:`dynamic pivot table `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:442 +msgid "To :ref:`duplicate ` or :ref:`delete ` a pivot table's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-copy` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:450 +msgid "Manage an inserted pivot table" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:452 +msgid "Once a pivot table from an Odoo database has been inserted into an Odoo spreadsheet, you can:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:454 +msgid ":ref:`convert it to a dynamic pivot table ` to be able to manipulate the dimensions and measures" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:456 +msgid ":ref:`duplicate the pivot table ` to create a new, identical data source" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:458 +msgid ":ref:`delete the pivot table and its underlying data source `" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:464 +msgid "Duplicate a pivot table" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:466 +msgid "Duplicating a pivot table via the pivot table's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:469 +msgid "For example, you can see the same data aggregated by different dimensions or use :doc:`global filters ` to offset the date and create pivot tables that compare the current period's data with a previous period." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:473 +msgid "To duplicate a pivot table, perform the following steps:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:475 +msgid "With the :ref:`pivot table properties ` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:478 +msgid "The duplicated pivot table is automatically inserted into a new sheet in the spreadsheet, with the pivot table properties open in the right pane." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:480 +msgid "Edit the :guilabel:`Name` in the properties pane and the sheet tab if needed." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:482 +msgid "The new data source is assigned the next available pivot table ID. For example, if no other pivot tables have been inserted in the meantime, duplicating *Pivot #1* results in the creation of *Pivot #2*." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:487 +msgid "Duplicating an inserted pivot table by copying and pasting it or by duplicating the sheet does not create a new data source. Any changes made to the pivot table's properties would therefore impact any copies of the pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:490 +msgid "When a pivot table is duplicated, the new pivot table is by default a :doc:`dynamic pivot table `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:496 +msgid "Delete a pivot table" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:498 +msgid "To fully delete a pivot table and the underlying data source from a spreadsheet, perform the following steps in any order:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:503 +msgid "From the :ref:`properties pane ` of the relevant pivot table, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:510 +msgid "Insert a chart" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:512 +msgid "To insert a chart from an Odoo database into an Odoo spreadsheet:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:514 +msgid "With the graph view selected, click :guilabel:`Insert in Spreadsheet`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:515 +msgid "In the window that opens, edit the :guilabel:`Name of the graph` if needed." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:517 +msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the chart should be inserted." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:528 +msgid "Charts are inserted on the first sheet of the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:533 +msgid "Chart properties" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:535 +msgid "When you insert a chart into a spreadsheet, the chart properties appear on the right side of the screen. Access these at any time via the :guilabel:`Data` menu by clicking the relevant chart, as prefaced by the :icon:`fa-bar-chart` :guilabel:`(chart)` icon. Alternatively, hover over the chart then click the :icon:`fa-bars` :guilabel:`(menu)` icon and click :icon:`fa-pencil-square-o` :guilabel:`Edit`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:541 +msgid "In the chart properties, the :icon:`fa-sliders` :guilabel:`Configuration` and :icon:`fa-paint-brush` :guilabel:`Design` tabs let you modify various elements of the chart." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:547 +msgid "The :icon:`fa-sliders` :guilabel:`Configuration` tab includes the following sections:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:549 +msgid ":guilabel:`Chart type`: the type of chart. By default, this indicates the type of chart you selected in the graph view in the database before inserting the chart in the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:552 +msgid "After a chart has been inserted, more chart types are available. Click the dropdown menu to select the most appropriate chart type for the data." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:557 +msgid "Line" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Line chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:562 +msgid ":guilabel:`Line`: best for showing trends or changes over time, such as sales growth across months or temperature variations." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Stacked line chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:568 +msgid ":guilabel:`Stacked Line`: useful for visualizing cumulative trends where multiple series contribute to a total, like revenue by department over time." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:571 +msgid "Column" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Column chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:576 +msgid ":guilabel:`Column`: ideal for comparing values across discrete categories, such as sales per product or revenue by region." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Stacked column chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:582 +msgid ":guilabel:`Stacked Column`: displays part-to-whole relationships within categories, such as regional contributions to total sales." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:585 +msgid "Area" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Area chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:590 +msgid ":guilabel:`Area`: similar to a line chart but fills the area beneath the lines to emphasize magnitude, perfect for cumulative metrics over time." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Stacked area chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:596 +msgid ":guilabel:`Stacked Area`: visualizes the composition of changes over time, such as market share by product category." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:599 +msgid "Pie" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Pie chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:604 +msgid ":guilabel:`Pie`: best for showing proportions or percentages of a whole, such as market share or budget allocation." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:607 +msgid "Other" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:609 +msgid "When creating a chart from spreadsheet data, rather than inserting one from a graph view, the following chart types are also available:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Combo chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:615 +msgid ":guilabel:`Combo`: combines multiple chart types (e.g., bars and lines) to compare different data types or highlight key metrics alongside trends." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Bar chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:621 +msgid ":guilabel:`Bar`: similar to a column chart but horizontal, making it better for comparing long category names or datasets." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Stacked bar chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:627 +msgid ":guilabel:`Stacked Bar`: highlights cumulative contributions across categories, often used in demographic or resource allocation analysis." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Doughnut chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:633 +msgid ":guilabel:`Doughnut`: A variation of the pie chart with a hollow center, offering similar use cases but with a modern aesthetic." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Scatter chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:639 +msgid ":guilabel:`Scatter`: ideal for analyzing relationships or correlations between two numerical variables, such as price vs. quantity sold." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Gauge chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:645 +msgid ":guilabel:`Gauge`: displays progress toward a goal or a single key metric, such as performance against a target." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Scorecard icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:651 +msgid ":guilabel:`Scorecard`: used to summarize key performance indicators (KPIs) in a compact format, such as total sales or conversion rates, and compare to a baseline or a previous value." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Waterfall chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:658 +msgid ":guilabel:`Waterfall`: ideal for visualizing cumulative effects of sequential positive and negative values, such as profit/loss analysis." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Population pyramid chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:664 +msgid ":guilabel:`Population Pyramid`: a specialized chart for comparing distributions, often used in demographics, such as age and gender group analysis." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:669 +msgid ":guilabel:`Link to Odoo menu`: to add a :ref:`clickable link ` from a chart to an Odoo menu item, i.e., a specific view of a model." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:673 +msgid "Design" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:675 +msgid "Depending on the chart type, the :icon:`fa-paint-brush` :guilabel:`Design` tab has one or more sections." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:678 +msgid "The :guilabel:`General` section lets you modify the following elements:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:680 +msgid ":guilabel:`Background color`: Add or change the background color by clicking on the circle. Choose one of the standard colors or click the :icon:`fa-plus` icon to manually select a custom color." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:682 +msgid ":guilabel:`Chart title`: Edit the chart title. The font formatting, horizontal alignment and color of the title can be modified using the editor." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:684 +msgid ":guilabel:`Vertical axis position`: Choose whether the vertical axis is placed on the left or right in line, column, and area charts." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:686 +msgid ":guilabel:`Legend position`: Change the position of the legend or opt to have no legend." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:687 +msgid "Enable :guilabel:`Show values` to add numeric values to the data points on the chart." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:689 +msgid "Enable :guilabel:`Show trend line` to add a trend line to line, column, and area charts." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:691 +msgid "For line, column, and area charts, the :guilabel:`Axis` section lets you add a title to one or both axes. The font formatting, horizontal alignment, and color of the title can be modified using the editor." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:698 +msgid "Insert clickable links" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:700 +msgid "Adding links to related or supporting information can make your report or dashboard more user-friendly and effective." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:703 +msgid "You can :ref:`insert a clickable link from any spreadsheet cell ` to:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:706 +msgid "an Odoo menu item" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:707 +msgid "another sheet inside the same spreadsheet" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:708 +msgid "an external URL" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:711 +msgid "Clicking a link to a menu item provides the same result as navigating via the Odoo menu within an app, e.g., the menu item :guilabel:`Sales/Orders/Quotations` corresponds to the default view when navigating to :menuselection:`Sales --> Orders --> Quotations`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:714 +msgid "It is also possible to insert a clickable link to a specific view of a model in a spreadsheet starting from the view itself. However, as this method inserts each new link in a new sheet, it is more efficient to create links to specific views starting from the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:718 +msgid "You can :ref:`insert a clickable link from any chart ` to an Odoo menu item." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:724 +msgid "Insert a clickable link from a cell" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:726 +msgid "To insert a clickable link from a cell:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:728 +msgid "Click :menuselection:`Insert -->` :icon:`fa-link` :menuselection:`Link` from the menu bar or right-click on the cell, then click :icon:`fa-link` :guilabel:`Insert link`. Next, depending on the desired outcome, perform one of the following actions:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:732 +msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select the relevant menu item from the list or click :guilabel:`Search more` to choose from a list of all menu items. Click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:735 +msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link sheet`, then choose the relevant sheet from the current spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:737 +msgid "Under :guilabel:`Link`, type a URL." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:739 +msgid "Enter or edit the label for the link in the :guilabel:`Text` field." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:745 +msgid "Insert a clickable link from a chart" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:747 +msgid "To insert a clickable link from a chart to an Odoo menu item:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:749 +msgid "Hover over the top right of the chart's box, then click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :icon:`fa-pencil-square-o` :guilabel:`Edit`. The chart properties appear at the right of the screen." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:752 +msgid "At the bottom of the :icon:`fa-sliders` :guilabel:`Configuration` tab of the chart properties pane, click under :guilabel:`Link to Odoo menu`, then select a menu." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:755 +msgid "Hover over the top right of the chart's box to see that a new :icon:`fa-external-link` :guilabel:`(external link)` icon has been added." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:759 +msgid "Clicking on a data point in a chart opens the relevant list view in the database. In the example clicking on :guilabel:`Jessica Childs` opens the list view of all sales by this salesperson that match the domain of the chart." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "A clickable link to an Odoo menu plus clickable data point" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:769 +msgid "Insert financial data" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:771 +msgid "When building reports and dashboards, it may be useful to include certain accounting-related data, such as account IDs, credits and debits for specific accounts, and dates of the start and end of the tax year." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:775 +msgid ":ref:`Odoo-specific spreadsheet functions ` allow you to retrieve such accounting data from your database and insert it into a spreadsheet." msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:5 @@ -10975,7 +12372,7 @@ msgid "VoIP workflows" msgstr "" #: ../../content/applications/productivity/voip.rst:103 -msgid "Here are a few commonly used workflows for Odoo |VOIP|. This technology is especially popular with sales teams, but can be useful for other teams as well." +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/axivox.rst:5 @@ -13687,10 +15084,12 @@ msgid "In the opportunity's chatter, click the customer's phone number." msgstr "" #: ../../content/applications/productivity/voip/sales_calls.rst:32 +#: ../../content/applications/productivity/voip/support_calls.rst:61 msgid "In the upper-right corner, click the :icon:`oi-voip` :guilabel:`(VoIP)` icon to open the |VOIP| widget. From the :guilabel:`Next Activities` tab, select the call, and finally click the :icon:`fa-phone` :guilabel:`(phone)` icon near the bottom of the widget." msgstr "" #: ../../content/applications/productivity/voip/sales_calls.rst:37 +#: ../../content/applications/productivity/voip/support_calls.rst:66 msgid "Work during a call" msgstr "" @@ -13703,6 +15102,7 @@ msgid "The salesperson can also take some actions during the call:" msgstr "" #: ../../content/applications/productivity/voip/sales_calls.rst:46 +#: ../../content/applications/productivity/voip/support_calls.rst:75 msgid ":icon:`fa-arrows-h` :guilabel:`(transfer)`: Transfer a call to another team member." msgstr "" @@ -13711,6 +15111,7 @@ msgid ":icon:`fa-microphone` :guilabel:`(microphone)`: The salesperson can mute msgstr "" #: ../../content/applications/productivity/voip/sales_calls.rst:48 +#: ../../content/applications/productivity/voip/support_calls.rst:78 msgid ":icon:`fa-pause` :guilabel:`(pause)`: Place the caller on hold." msgstr "" @@ -13719,6 +15120,7 @@ msgid "The VoIP widget opened to a call, showing the shortcut icons a salesperso msgstr "" #: ../../content/applications/productivity/voip/sales_calls.rst:54 +#: ../../content/applications/productivity/voip/support_calls.rst:81 msgid "Handle call follow-ups" msgstr "" @@ -13727,6 +15129,7 @@ msgid "The |VOIP| widget can handle some common follow-up tasks, but salespeople msgstr "" #: ../../content/applications/productivity/voip/sales_calls.rst:59 +#: ../../content/applications/productivity/voip/support_calls.rst:86 msgid "Here are some of the common follow-up tasks that can be managed from the |VOIP| widget:" msgstr "" @@ -13735,10 +15138,12 @@ msgid "Send a follow-up email sharing new product offerings to the customer usin msgstr "" #: ../../content/applications/productivity/voip/sales_calls.rst:63 +#: ../../content/applications/productivity/voip/support_calls.rst:90 msgid "Update the customer's mailing address by clicking on the :icon:`fa-user` :guilabel:`(user)` icon, which opens their profile." msgstr "" #: ../../content/applications/productivity/voip/sales_calls.rst:65 +#: ../../content/applications/productivity/voip/support_calls.rst:92 msgid "Schedule a second call with the customer by clicking the :icon:`fa-clock-o` :guilabel:`(clock)` icon, setting the :guilabel:`Activity Type` field to :guilabel:`Call`, and then filling out the rest of the form." msgstr "" @@ -13770,6 +15175,122 @@ msgstr "" msgid "If they have not done so already, the salesperson then marks the phone call activity as done. To do so, navigate to the opportunity's chatter and find the :guilabel:`Planned Activities` section, then click :icon:`fa-check` :guilabel:`Mark Done` on the planned call to remove it from the :guilabel:`Next Activities` tab in the |VOIP| widget." msgstr "" +#: ../../content/applications/productivity/voip/support_calls.rst:3 +msgid "Support calls with VoIP" +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:7 +msgid "A useful tool for support teams, Odoo |VOIP| is used as a way to get in contact with customers that need some help. Using |VOIP| can help improve customer satisfaction, reduce support costs, and allows support agents to navigate an Odoo database while on a call." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:11 +msgid "Instead of being tied to their desks, support agents can take calls from anywhere they have access to Odoo :doc:`VoIP <../voip>`." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:15 +msgid "This feature requires at least one :doc:`call queue ` to be configured." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:18 +msgid "`Odoo Tutorial: Working as a Support Agent `_" +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:22 +msgid "Log into a support queue" +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:24 +msgid "If :doc:`call queues ` are set up, begin a support shift by logging into a call queue." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:27 +msgid "Begin by clicking :icon:`oi-voip` :guilabel:`(VoIP)` in the top-right corner of the Odoo database. From there, click :icon:`fa-keyboard-o` :guilabel:`(keyboard)`, then dial the *agent connection* number and click :icon:`fa-phone` :guilabel:`(phone)`." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:31 +msgid "Once the support agent calls their *agent connection code*, they'll hear a short message letting them know they are logged into the queue. From here, the agent receives support calls according to the administrator's :doc:`call queue strategy `. When a support agent receives a call, the Odoo |VOIP| widget appears in the bottom-right corner of their screen with the caller's phone number, as well as their name if the number is tied to a customer profile." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:38 +msgid "When support staff are added as :doc:`static agents ` to a call queue, they do not need to log into the queue to receive calls from that queue." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:42 +msgid "Call a customer from a support ticket" +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:44 +msgid "As part of a support agent's daily tasks, they might be asked to call customers with open support tickets. With Odoo |VOIP|, the support agent can stay in the Odoo database throughout the entire workflow." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:48 +msgid "From the database's home page, click the **Helpdesk** app, click into a helpdesk, and then open a ticket. If the ticket does not already have a call activity scheduled, click :guilabel:`Activities` in the ticket's chatter, then set the activity's :guilabel:`Activity Type` to :guilabel:`Call`, and then fill out the rest of the activity form, and finally click :guilabel:`Schedule`." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:-1 +msgid "Scheduling a call activity for a support ticket." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:56 +msgid "From here, the agent has three ways to make a call:" +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:58 +msgid "Hover over the :guilabel:`Phone` field in the ticket, then click :icon:`fa-phone` :guilabel:`Call`." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:60 +msgid "In the ticket's chatter, click the customer's phone number." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:68 +msgid "Once the call with the customer begins, the support agent can still move about the Odoo database. Also, there are shortcut icons in the |VOIP| widget that the support agent can use to access common actions, like sending an email to the customer, or pulling up their profile. Learn more about :doc:`the documents a support agnet can access ` during a call." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:73 +msgid "The support agent can also take some actions during the call:" +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:76 +msgid ":icon:`fa-microphone` :guilabel:`(microphone)`: The support agent can mute themselves during a call." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:83 +msgid "The |VOIP| widget can handle some common follow-up tasks, but support agents can still navigate Odoo for tasks not available in the widget." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:88 +msgid "Send a follow-up email sharing troubleshooting steps with the customer using the :icon:`fa-envelope` :guilabel:`(envelope)` icon." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:97 +msgid "End the support call" +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:99 +msgid "When it is time to end the call, the support agent clicks the red :icon:`fa-phone` :guilabel:`(phone)` icon in the lower-right corner of the |VOIP| widget. When they do, the call is logged in the ticket's chatter." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:103 +msgid "If they have not done so already, the support agent then marks the phone call activity as done. To do so, navigate to the ticket's chatter and find the :guilabel:`Planned Activities` section, then click :icon:`fa-check` :guilabel:`Mark Done` on the planned call to remove it from the :guilabel:`Next Activities` tab in the |VOIP| widget." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:109 +msgid "Log out of a support queue" +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:111 +msgid "Once the agent's shift ends, or if they are taking a break, they can log out of the support call queue." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:114 +msgid "Begin by clicking :icon:`oi-voip` :guilabel:`(VoIP)` in the top-right corner of the Odoo database. From there, click :icon:`fa-keyboard-o` :guilabel:`(keyboard)`, then dial the *agent disconnection* number and click :icon:`fa-phone` :guilabel:`phone`." +msgstr "" + +#: ../../content/applications/productivity/voip/support_calls.rst:118 +msgid "Once the support agent calls their *agent disconnection code*, they'll hear a short message letting them know they are logged out of the queue. From here, the agent will no longer receive support calls until they log back in." +msgstr "" + #: ../../content/applications/productivity/voip/voip_widget.rst:3 msgid "VoIP actions" msgstr "" diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index af33dc1d0..b05f6c20e 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-04-30 14:37+0000\n" +"POT-Creation-Date: 2025-06-12 07:10+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -55,7 +55,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/configuration.rst:54 #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10 -#: ../../content/applications/sales/point_of_sale/employee_login.rst:13 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:16 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:35 #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:9 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 @@ -66,7 +66,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/tyro.rst:14 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:13 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:72 #: ../../content/applications/sales/point_of_sale/preparation.rst:12 @@ -85,6 +85,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10 +#: ../../content/applications/sales/rental/manage_deposits.rst:14 #: ../../content/applications/sales/sales/commissions.rst:14 #: ../../content/applications/sales/sales/gelato.rst:15 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 @@ -466,7 +467,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:89 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61 -#: ../../content/applications/sales/rental.rst:88 +#: ../../content/applications/sales/rental.rst:101 msgid "Pricing" msgstr "" @@ -4810,7 +4811,7 @@ msgid "Publish members directory" msgstr "" #: ../../content/applications/sales/members.rst:69 -msgid "To publish a list of active members on the website, the *Online Members Directory* application must first be :ref:`installed `. After installing the module, add the `/members` page to the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`." +msgid "To publish a list of active members on the website, the *Online Members Directory* application must first be :ref:`installed `. After installing the module, add the `/members` page to the website's menu by :doc:`editing the website menu <../websites/website/pages/header_footer>`." msgstr "" #: ../../content/applications/sales/members.rst:-1 @@ -4902,7 +4903,7 @@ msgid ":ref:`search/favorites`" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:6 -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:54 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:77 msgid "Point of Sale" msgstr "" @@ -5119,6 +5120,74 @@ msgstr "" msgid "To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders --> Sessions`." msgstr "" +#: ../../content/applications/sales/point_of_sale.rst:181 +msgid "Analytics" +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:183 +msgid "Once you :ref:`close and post the POS session `, access the comprehensive report to review all session activities, including who initiated the session and who handled specific orders. To access the session's report:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:187 +msgid "Click :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the POS card." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:188 +msgid "Click :guilabel:`Sessions` under the :guilabel:`View` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:189 +msgid "From that list view, you can see all the sessions and who initiated them under the :guilabel:`Opened By` column." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:191 +msgid "Select a POS session to open a detailed session report." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:192 +msgid "Click the :guilabel:`Orders` smart button to display a list of all orders placed during that session." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:194 +msgid "From that view, you can retrieve the following information:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:196 +msgid "The :guilabel:`Order Ref`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:197 +msgid "The :guilabel:`Date` of the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:198 +msgid "The :guilabel:`Point of Sale` where that order was made." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:199 +msgid "The :guilabel:`Receipt Number`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:200 +msgid "The :guilabel:`Customer`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:201 +msgid "The :guilabel:`Employee` that placed this order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:202 +msgid "The :guilabel:`Total` paid amount." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:203 +msgid "The order :guilabel:`Status`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale.rst:205 +msgid "To get an overview of all orders, regardless of the session, click the vertical ellipsis button (:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section." +msgstr "" + #: ../../content/applications/sales/point_of_sale/combos.rst:3 msgid "Product combos" msgstr "" @@ -5176,7 +5245,6 @@ msgid "Once you have created and added the combo choices into a product, you can msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:54 -#: ../../content/applications/sales/point_of_sale/employee_login.rst:26 #: ../../content/applications/sales/point_of_sale/preparation.rst:50 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:122 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32 @@ -5236,8 +5304,8 @@ msgid "To make products available for sale," msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:43 -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:88 -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:102 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:111 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:125 msgid "Go to :menuselection:`Point of Sale --> Products --> Products`." msgstr "" @@ -5941,63 +6009,238 @@ msgid "Multi-employee management" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:5 -msgid "Odoo Point of Sale allows you to manage access to a specific POS by enabling the **Multi Employees per Session** feature. When activated, :ref:`you can select which users can log into the POS ` and :ref:`keep track of the employees involved in each order `." +msgid "Odoo Point of Sale (POS) offers a **Log in with Employees** feature, allowing multiple users to :ref:`log into a POS session `. Activating this feature enables the following actions:" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:15 -msgid ":ref:`Access the POS settings ` and select your POS, or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per Session`, and add the allowed employees in the :guilabel:`Allowed Employees` field." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:9 +msgid "Select specific users who can :ref:`log into the POS `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:10 +msgid ":ref:`Assign basic or advanced permissions ` to these users." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:11 +msgid ":ref:`Track the employees involved in each order for enhanced analytics `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:18 +msgid "Access the multi-employee setting from the :guilabel:`PoS Interface` section of the :ref:`POS settings `. Then," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:21 +msgid "Activate the :guilabel:`Log in with Employees` feature." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:22 +msgid "Add the employees with **basic POS functionality** access in the :guilabel:`Basic rights` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:23 +msgid "Add the employees with **extended POS functionalities** in the :guilabel:`Advanced rights` field." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:-1 msgid "setting to enable multiple cashiers in POS" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:28 -msgid "Once the feature is activated, cashiers can log in :ref:`by scanning their badge ` or selecting their name from the list of allowed employees to :ref:`open the session `." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:29 +msgid "Leaving the :guilabel:`Basic rights` field empty allows all employees to log in." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:-1 -msgid "window to open a session when the multiple cashiers feature is enabled" +#: ../../content/applications/sales/point_of_sale/employee_login.rst:30 +msgid "Leaving the :guilabel:`Advanced rights` field empty grants extended rights to Odoo users only." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:35 -msgid "To switch to another user :ref:`from an open session `, click the employee name at the top-right of the screen and select the employee to swap with from the list." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:33 +msgid "Click the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) button on the top right corner of a POS card and :guilabel:`Edit` to access the setting from the main POS dashboard." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:-1 -msgid "button to switch from one cashier to another." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:37 +msgid ":doc:`../../general/users/access_rights`" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:41 -msgid "You can also require your employees to enter a pin code every time they log into a POS to prevent them from logging in as someone else. To define the code, go to the **Employees** app, open the employee form, and click the :guilabel:`HR settings` tab. Then, enter a pin code of your choice in the :guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` category." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:40 +msgid "Basic rights" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:-1 -msgid "setting on the employee form to assign a badge ID and a PIN code." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:42 +msgid "Employees with basic rights can perform the following actions within the POS:" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:52 -msgid "Log in using badges" +#: ../../content/applications/sales/point_of_sale/employee_login.rst:44 +msgid "**Session management:**" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:46 +msgid ":ref:`Open a POS session `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:47 +msgid ":ref:`Perform cash-in and cash-out operations `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:48 +msgid "Lock the current POS session." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:49 +msgid "Toggle the visibility of product and category images." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:51 +msgid "**Sales transactions:**" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:53 +msgid ":ref:`Process standard sales transactions `." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:54 -msgid "For your employees to be able to log in by scanning their badge, they must have a badge ID assigned. To do so, go to the **Employees** app, open the employee form, and click the :guilabel:`HR settings` tab. Then, enter the badge ID of your choice in the :guilabel:`Badge ID` field of the :guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`." +msgid ":ref:`Process refunds `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:55 +msgid ":doc:`Access and handle sales orders `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:56 +msgid ":ref:`Set customers `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:57 +msgid "Access past and current order history." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:59 -msgid "To switch to another user, lock the session by clicking the lock-shaped icon (:guilabel:`🔓`) at the top-right of the screen and scan your badge." +msgid "**Pricing and discounts:**" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:61 +msgid "Manually select another :doc:`pricelist `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:62 +msgid "Enter promotional codes." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:63 +msgid ":doc:`Manually apply discounts `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:64 +msgid "Manually :ref:`change a product's price `." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 -msgid "Analytics" +msgid "Switch between :doc:`fiscal positions `." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:67 -msgid "Once you close and post the POS session, access the comprehensive report to review all session activities, including who initiated the session and who handled specific orders. To access the session's report, click the vertical ellipsis button (:guilabel:`⋮`) on the POS card and select :guilabel:`Sessions` from the :guilabel:`View` section. Then, select a specific session for more detailed information, and click the :guilabel:`Orders` button to view a list of all orders placed during that session." +msgid "Advanced rights" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:74 -msgid "To get an overview of all orders, regardless of the session, click the vertical ellipsis button (:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:69 +msgid "In addition to the basic rights, employees with advanced rights can also:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:71 +msgid "Access the Odoo backend interface." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:72 +msgid "Create products." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:73 +msgid ":ref:`Close the current POS session `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:78 +#: ../../content/applications/sales/point_of_sale/self_order.rst:169 +msgid "Usage guidelines" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:81 +msgid "Logging in" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:83 +msgid "Once the **Log in with Employees** feature is enabled, employees must log in to :ref:`open a POS session ` and access the POS interface. They can :ref:`scan their employee badge `, click the :icon:`fa-users` icon (:guilabel:`users`) to select their name from the list of authorized users, or by entering :ref:`their PIN code ` in the :guilabel:`Enter your PIN` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:-1 +msgid "Login window to open a session when the multiple cashiers feature is active" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:92 +msgid "To switch between users during an :ref:`active session `, click on the currently logged-in employee's name at the top right of the POS screen and select the user to switch to." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:96 +msgid "In the absence of a scanner, click the :icon:`fa-barcode` icon (:guilabel:`barcode`) to scan barcodes using the webcam." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:102 +msgid "Logging in with badges" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:104 +msgid "Employees can log in using their badge. To configure badge-based login, assign a unique badge ID to the employee's profile in the **Employees** module:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:107 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:128 +msgid "Navigate to the **Employees** module." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:108 +msgid "Open the form view of the specific employee." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:109 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:130 +msgid "Go to the :guilabel:`Settings` tab." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:110 +msgid "The :guilabel:`Attendance/Point of Sale/Manufacturing` category offers two options:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:112 +msgid "Manually enter any badge ID in the :guilabel:`Badge ID` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:113 +msgid "Click :guilabel:`Generate` to create a unique badge ID automatically." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:114 +msgid "Click :guilabel:`Print Badge` to generate a barcode representation of the assigned badge ID." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:116 +msgid "To switch users within an open POS session using a badge, you must first lock the session. To do so, click the :icon:`fa-lg fa-lock` icon (:guilabel:`lock`) to return to the login screen. Then, the new employee can scan their badge to log in." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:123 +msgid "Adding a PIN Code" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:125 +msgid "For enhanced security, employees may be forced to enter a PIN code each time they log into a POS session. To set up a PIN code for an employee:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:129 +msgid "Open the form view of the relevant employee." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:131 +msgid "Enter a desired numerical code in the :guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale/Manufacturing` category." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:135 +msgid "The PIN code must consist of a sequence of digits only." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:3 @@ -6100,32 +6343,69 @@ msgstr "" msgid "`Zomato `_" msgstr "" +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:38 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 +msgid "Prerequisites" +msgstr "" + #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:40 +msgid "To use the UrbanPiper integration in a live production environment, ensure the following requirements are satisfied:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:43 +msgid "**UrbanPiper subscription:** A valid UrbanPiper subscription is mandatory." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:46 +msgid "For any concerns or queries regarding your UrbanPiper subscription, please reach out to the account manager linked to your Odoo database." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:49 +msgid "**Odoo requirements:**" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:51 +msgid "**Odoo subscription:** An active Odoo Enterprise subscription is required. Odoo Community does not support this integration." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:53 +msgid "**Odoo version:** Odoo Enterprise version 18.0 or above." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:54 +msgid "**Odoo platform:** All Odoo platforms are supported, including Odoo Online, Odoo.sh, and On-Premise installations." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:57 +msgid "**Delivery platform reseller account:** A registered reseller account is required with each delivery platform to be integrated (e.g., Uber Eats, DoorDash, Careem, Deliveroo, Zomato)." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:63 msgid "UrbanPiper credentials" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:42 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:65 msgid "Get your Atlas credentials:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:44 -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:58 -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:120 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:67 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:81 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:143 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/tyro.rst:60 #: ../../content/applications/sales/point_of_sale/preparation.rst:16 msgid "Go to the :ref:`POS settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:45 -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:59 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:68 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:82 msgid "Scroll down to the :guilabel:`Food Delivery Connector` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:46 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:69 msgid "Click :guilabel:`Fill this form to get Username & Api key` and fill out the survey." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:47 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:70 msgid "`Go to your Atlas account `_ and retrieve your API key and username by navigating to :menuselection:`Settings --> API Access`." msgstr "" @@ -6133,47 +6413,47 @@ msgstr "" msgid "Atlas API access" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:56 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:79 msgid "Enable the :guilabel:`Urban Piper` setting:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:60 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:83 msgid "Check the :guilabel:`Urban Piper` setting." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:62 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:85 msgid "Set up UrbanPiper:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:64 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:87 msgid "Fill in the :guilabel:`Username` and :guilabel:`Api Key` fields with your :ref:`UrbanPiper credentials `." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:66 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:89 msgid "Select the desired delivery providers in the :guilabel:`Food Delivery Platforms` field under the :guilabel:`Urban Piper Location` section (i.e., Zomato, Uber Eats)." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:68 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:91 msgid "Save the settings." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:69 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:92 msgid "Click the :guilabel:`+ Create Store` button. Doing so creates a new location on the UrbanPiper Atlas platform." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:73 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:96 msgid "The :guilabel:`Pricelist` and :guilabel:`Fiscal Position` fields are automatically selected after saving." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:75 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:98 msgid "A successful store creation triggers a notification." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:76 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:99 msgid "The store creation process may take 2–3 minutes to reflect changes on the UrbanPiper Atlas platform." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:78 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:101 msgid "The store is automatically named after your point of sale name." msgstr "" @@ -6181,31 +6461,31 @@ msgstr "" msgid "Food delivery connector settings" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:84 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:107 msgid "Products" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:86 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:109 msgid "To make products available individually," msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:89 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:112 msgid "Select any product to open its product form." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:90 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:113 msgid "Go to the :guilabel:`Point of Sale` tab." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:91 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:114 msgid "Complete the :guilabel:`Urban Piper` section:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:93 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:116 msgid "Fill in the :guilabel:`Available on Food Delivery` with the desired POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:94 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:117 msgid "Optionally, set up the :guilabel:`Meal Type` field and enable the :guilabel:`Is Recommended` and :guilabel:`Is Alcoholic` buttons." msgstr "" @@ -6213,19 +6493,19 @@ msgstr "" msgid "where to make a single product available for delivery" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:100 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:123 msgid "To make multiple products available for food delivery at once," msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:103 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:126 msgid "Click the list icon (:icon:`oi-view-list`) to switch to the list view." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:104 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:127 msgid "Select the products." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:105 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:128 msgid "Enter the desired POS in the :guilabel:`Available on Food Delivery` column." msgstr "" @@ -6233,52 +6513,52 @@ msgstr "" msgid "Product list" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:111 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:134 msgid "Currently, UrbanPiper does not support combo products." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:112 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:135 msgid "As a workaround, create a product and define combo choices as :doc:`Attributes & Variants <../sales/products_prices/products/variants>`." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:116 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:139 msgid "Synchronization" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:118 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:141 msgid "To make products available on food delivery platforms, synchronize with your UrbanPiper account:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:121 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:144 msgid "Scroll down the :guilabel:`Food Delivery Connector` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:122 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:145 msgid "Click the :guilabel:`Sync Menu` button." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:124 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:147 msgid "The :guilabel:`Last Sync on` timestamp below the :guilabel:`Create Store` and :guilabel:`Sync Menu` buttons updates." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:128 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:151 msgid "A successful synchronization triggers a notification." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:129 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:152 msgid "The synchronization process may take 2–3 minutes to reflect changes on the UrbanPiper Atlas platform." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:133 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:156 msgid "Go live" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:135 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:158 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:181 msgid "`Go to the Locations tab `_ of your Atlas account." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:136 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:159 msgid "Select the location to activate, then click :guilabel:`Request to go Live`." msgstr "" @@ -6286,19 +6566,19 @@ msgstr "" msgid "Request to go live button in the locations tab of the Atlas account" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:141 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:164 msgid "In the popup window:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:143 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:166 msgid "Select the platform(s) to activate and click :guilabel:`Next`." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:144 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:167 msgid "Enter the :guilabel:`Platform ID` and :guilabel:`Platform URL` in the corresponding fields to establish the connection between the platform and UrbanPiper." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:146 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:169 msgid "Click the :guilabel:`Request to Go Live` button." msgstr "" @@ -6306,39 +6586,39 @@ msgstr "" msgid "Go live parameters" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:152 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:175 msgid "To find the location's :guilabel:`Platform ID` and :guilabel:`Platform URL`," msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:154 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:177 msgid "Click the location to open its setup form." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:155 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:178 msgid "The location's parameters are available in the :guilabel:`HUB` tab." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:156 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:179 msgid "Verify that your location is live:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:159 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:182 msgid "Select any provider in the :guilabel:`Assoc. platform(s)` column to review the status of that platform for this location." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:163 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:186 msgid "Order flow" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:165 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:188 msgid "An order placed via the configured delivery platform triggers a notification. To manage these orders, open the orders' list view by:" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:168 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:191 msgid "Clicking :guilabel:`Review Orders` on the notification popup." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:169 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:192 msgid "Clicking the bag-shaped icon for online orders and :guilabel:`New`." msgstr "" @@ -6346,60 +6626,60 @@ msgstr "" msgid "Cart button" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:175 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:198 msgid "Clicking this icon displays the number of orders at each stage: :guilabel:`New`, :guilabel:`Ongoing`, and :guilabel:`Done`." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:177 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:200 msgid "The :guilabel:`New` button indicates newly placed orders, :guilabel:`Ongoing` is for accepted orders, and :guilabel:`Done` is for orders ready to be delivered." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:180 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:203 msgid "Then," msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:182 -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:201 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:205 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:224 msgid "Select the desired order." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:183 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:206 msgid "Click the :guilabel:`Accept` button." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:184 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:207 msgid "When an order is accepted, its :guilabel:`Order Status` switches from :guilabel:`Placed` to :guilabel:`Acknowledged` and is automatically displayed on the preparation display." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:187 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:210 msgid "When the order is ready," msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:189 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:212 msgid "Open the orders' list view." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:190 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:213 msgid "Select the order." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:191 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:214 msgid "Click the :guilabel:`Mark as ready` button. Its :guilabel:`Order Status` switches from :guilabel:`Acknowledged` to :guilabel:`Food Ready`, and its :guilabel:`Status` switches from :guilabel:`Ongoing` to :guilabel:`Paid`." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:196 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:219 msgid "Order rejection" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:198 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:221 msgid "Sometimes, the shop or restaurant may want to **reject** an order. In this case, open the orders' list view," msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:202 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:225 msgid "Click the :guilabel:`Reject` button." msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:203 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:226 msgid "Select one of the reasons from the popup window." msgstr "" @@ -6407,7 +6687,7 @@ msgstr "" msgid "Reject order pop-up" msgstr "" -#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:209 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:232 msgid "**Swiggy** orders cannot be directly rejected. Attempting to reject one prompts Swiggy customer support to contact the restaurant. Similarly, **Deliveroo**, **JustEat**, and **HungerStation** do not allow order rejection. Always follow the respective provider's guidelines for handling such cases." msgstr "" @@ -6437,7 +6717,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:25 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:51 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81 msgid "Once the payment method is created, you can select it in your POS settings. To do so, go to the :ref:`POS' settings `, click :guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` section." msgstr "" @@ -6731,7 +7011,7 @@ msgid ":doc:`Tyro configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30 -msgid ":doc:`Viva Wallet configuration `" +msgid ":doc:`Viva.com configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:31 @@ -6855,12 +7135,12 @@ msgid "Click :guilabel:`Save` at the bottom of the screen to save changes." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:42 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:30 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:30 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/tyro.rst:34 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:81 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:81 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -6897,7 +7177,6 @@ msgid "Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19 msgid "Connect an IoT system" msgstr "" @@ -6915,30 +7194,30 @@ msgid "Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:29 -msgid "Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings password." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:30 -msgid "Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next screen." +msgid "Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings password (default: `2009`)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31 -msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`." +msgid "Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32 -msgid "On the next screen, enter the IP address of your IoT system." +msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33 +msgid "On the next screen, enter the IP address of your IoT system." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:34 msgid "Enter `9000` as port number and press :guilabel:`OK` on the next screen." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:36 msgid "At this point, the terminal restarts and should be displayed on the IoT system's form in Odoo." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:44 msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field. Then, select your terminal device in the :guilabel:`Payment Terminal Device` field." msgstr "" @@ -7165,53 +7444,98 @@ msgid "Connecting a SIX payment terminal allows you to offer a fluid payment flo msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9 -msgid "Even though Worldline has recently acquired SIX Payment Services and both companies use Yomani payment terminals, the firmware they run is different. Terminals received from Worldline are therefore not compatible with this integration." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 -msgid "Install the POS IoT Six module" +msgid "Although Worldline has acquired SIX Payment Services and both entities utilize Yomani payment terminals, their firmware differs. Terminals supplied by Worldline are, therefore, incompatible with this integration." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 -msgid "To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the :guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds the necessary driver and interface to your database to detect Six terminals." +msgid "Install the POS IoT Six module: :doc:`Activate the POS IoT Six module module <../../../../general/apps_modules>` to enable the payment terminal." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:23 msgid "This module replaces the **POS Six** module." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29 -msgid "Connecting a Six payment terminal to Odoo is requires :doc:`using an IoT system `." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 +msgid "Connect an IoT system: :doc:`A Raspberry Pi or a virtual IoT system (for Windows OS only) ` is required to connect a SIX payment terminal to Odoo." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 -msgid "Configure the terminal ID" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:32 +msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create a payment method for SIX terminals <../../payment_methods>`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:34 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:88 +msgid "Set the journal type as :guilabel:`Bank`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 -msgid "Navigate to the IoT system's homepage, where you can find the :guilabel:`Six payment terminal` field once your database server is connected to the IoT system. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field with the ID received from Six, and click :guilabel:`Connect`. Your Six terminal ID should appear in the :guilabel:`Current Terminal Id` section." +msgid "Fill in the :guilabel:`Outstanding Account` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:-1 -msgid "Setting the Six terminal ID" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:36 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/tyro.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:89 +msgid "Select :guilabel:`Terminal` in the :guilabel:`Integration` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43 -msgid "Odoo automatically restarts the IoT system when the Six terminal ID is configured. If your Six terminal is online, it will be automatically detected and connected to the database. Check the IoT system's homepage under the :guilabel:`Payments` section to confirm the connection." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37 +msgid "Select :guilabel:`SIX IOT` in the :guilabel:`Integrate with` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:-1 -msgid "Confirming the connection to the Six payment terminal" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 -msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. Then, select your terminal device in the :guilabel:`Payment Terminal Device` field." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:38 +msgid "Click :guilabel:`Setup Six Terminal`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:44 +msgid "In the modal window," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:46 +msgid "Click the :guilabel:`IoT Box` field and select the IoT system from the dropdown menu." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:47 +msgid "Enter the :guilabel:`Six Terminal ID (TID)` provided by SIX." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:48 +msgid "Select the :guilabel:`Terminal Device` from dropdown menu." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:49 +msgid "Finally, click :guilabel:`Add Terminal`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:-1 +msgid "Configuring the Terminal ID for the SIX payment terminal" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 +msgid "Ensure the SIX terminal is online and connected to the same network as the IoT system." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:58 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:116 +msgid "Link the payment method to a POS" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:60 +msgid "Once the payment method is created, it can be selected in the POS settings. To do so," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:62 +msgid "Go to the :ref:`POS' settings `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:63 +msgid "Add the payment method under the :guilabel:`Payment methods` field within the :guilabel:`Payment` section." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3 msgid "Stripe" msgstr "" @@ -7261,7 +7585,7 @@ msgid "Click :guilabel:`Don't forget to complete Stripe connect before using thi msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:-1 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:-1 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:-1 msgid "payment method creation form" msgstr "" @@ -7321,11 +7645,6 @@ msgstr "" msgid "You must enter the admin PIN code to access your payment terminal settings. By default, this code is `07139`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:116 -msgid "Link the payment method to a POS" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88 msgid "To add a **payment method** to your point of sale, go to :menuselection:`Point of Sale --> Configuration --> Settings`. Select the POS, scroll down to the :guilabel:`Payments` section, and add your payment method for **Stripe** in the :guilabel:`Payment Methods` field." msgstr "" @@ -7418,10 +7737,6 @@ msgstr "" msgid "Set the :guilabel:`Journal` as :guilabel:`Bank`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/tyro.rst:42 -msgid "Select :guilabel:`Terminal` in the :guilabel:`Integration` field." -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/tyro.rst:43 msgid "Select :guilabel:`Tyro` in the :guilabel:`Integrate with` field." msgstr "" @@ -7454,140 +7769,136 @@ msgstr "" msgid "Add the payment method under the :guilabel:`Payment Methods` field of the :guilabel:`Payment` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:3 -msgid "Viva Wallet" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:3 +msgid "Viva.com" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:5 -msgid "Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` allows you to offer a fluid payment flow to your customers and ease the work of your cashiers." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:5 +msgid "Connecting a **Viva.com** :doc:`payment terminal <../terminals>` allows you to offer a fluid payment flow to your customers and ease the work of your cashiers." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:9 -msgid "Viva Wallet lets you turn your phone into a mobile card reader: `Tap On Phone `_." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:9 +msgid "Viva.com lets you turn your phone into a mobile card reader: `Tap On Phone `_." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:15 -msgid "Start by creating your Viva Wallet account on `Viva Wallet's website `_." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:15 +msgid "Start by creating your Viva.com account on `Viva.com website `_." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:18 -msgid "Locate your Viva Wallet credentials" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:18 +msgid "Locate your Viva.com credentials" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:20 -msgid "When configuring Viva Wallet in Point of Sale, you need to use specific credentials that are available in your Viva Wallet account. These credentials include your :ref:`Merchant ID `, :ref:`API key `, :ref:`POS API credentials `, and :ref:`Terminal ID ` number." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:20 +msgid "When configuring Viva.com in Point of Sale, you need to use specific credentials that are available in your Viva.com account. These credentials include your :ref:`Merchant ID `, :ref:`API key `, :ref:`POS API credentials `, and :ref:`Terminal ID ` number." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:28 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:28 msgid "Merchant ID and API key" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:30 -msgid "Locate your `Merchant ID and API key following the Viva documentation `_. Then, save the keys and paste them into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key` fields :ref:`when creating the payment method `." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:30 +msgid "Locate your `Merchant ID and API key following the Viva documentation `_. Then, save the keys and paste them into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key` fields :ref:`when creating the payment method `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:-1 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:-1 msgid "merchant ID and API key fields" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:39 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:39 msgid "These credentials are used for APIs that authenticate with Basic Auth." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:44 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:44 msgid "POS API credentials" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:46 -msgid "Locate and generate your `POS API credentials following the Viva documentation `_. Then, save the keys and paste them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID` fields :ref:`when creating the payment method `." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:46 +msgid "Locate and generate your `POS API credentials following the Viva documentation `_. Then, save the keys and paste them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID` fields :ref:`when creating the payment method `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:52 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:52 msgid "These credentials are only displayed once. Ensure you keep a copy to secure them." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:-1 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:-1 msgid "Client secret and client ID fields" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:58 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:58 msgid "These credentials are used for Android and iOS POS Activation requests, as well as the Cloud Terminal API." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:64 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:64 msgid "Terminal ID" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:66 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:66 msgid "Your terminal ID number is used to identify your terminal. To find it:" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:68 -msgid "Go to your Viva Wallet account and select the relevant account." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:68 +msgid "Go to your Viva.com account and select the relevant account." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:69 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:69 msgid "Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the navigation menu." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:71 -msgid "The terminal ID number is located under the :guilabel:`Terminal ID (TID)` column. Save it to paste it into the :guilabel:`Terminal ID` field :ref:`when creating the payment method `." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:71 +msgid "The terminal ID number is located under the :guilabel:`Terminal ID (TID)` column. Save it to paste it into the :guilabel:`Terminal ID` field :ref:`when creating the payment method `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:-1 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:-1 msgid "Viva terminal ID" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:83 -msgid ":doc:`Activate the POS Viva Wallet module <../../../../general/apps_modules>` to enable the payment terminal." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:83 +msgid ":doc:`Activate the POS Viva.com module <../../../../general/apps_modules>` to enable the payment terminal." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:85 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:85 msgid ":doc:`Create the related payment method <../../payment_methods>` by going to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:88 -msgid "Set the journal type as :guilabel:`Bank`." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:90 +msgid "Select :guilabel:`Viva.com` in the :guilabel:`Integrate with` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:89 -msgid "Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` field." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:90 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:91 msgid "Fill in the mandatory fields with your:" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:92 -msgid ":ref:`Merchant ID and API key `" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:93 +msgid ":ref:`Merchant ID and API key `" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:93 -msgid ":ref:`Client ID and Client secret `" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:94 +msgid ":ref:`Client ID and Client secret `" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:94 -msgid ":ref:`Terminal ID `" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:95 +msgid ":ref:`Terminal ID `" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:96 -msgid "Save the form and copy the generated webhook URL from the :guilabel:`Viva Wallet Webhook Endpoint` field. This URL is necessary :ref:`when configuring the webhook `." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:97 +msgid "Save the form and copy the generated webhook URL from the :guilabel:`Viva.com Webhook Endpoint` field. This URL is necessary :ref:`when configuring the webhook `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:106 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:106 msgid "Configure the webhook" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:108 -msgid "Webhooks allow you to receive real-time notifications whenever a transaction occurs within your Viva Wallet account. Set them up for `payment transactions following the Viva documentation `_." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:108 +msgid "Webhooks allow you to receive real-time notifications whenever a transaction occurs within your Viva.com account. Set them up for `payment transactions following the Viva.com documentation `_." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:113 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:113 msgid "`Setting up webhooks `_" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:118 -msgid "You can select the payment method in your POS settings once the payment method is created. To do so, go to the :ref:`POS' settings ` and add the payment method under the :guilabel:`Payment methods` field of the :guilabel:`Payment` section." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:118 +msgid "Select the payment method in your POS settings once the payment method is created. To do so, go to the :ref:`POS' settings ` and add the payment method under the :guilabel:`Payment methods` field of the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 @@ -9663,10 +9974,6 @@ msgstr "" msgid "Review the interface before making the self-ordering feature available to customers to ensure all settings are applied correctly. Click :icon:`fa-arrow-right` :guilabel:`Preview Web interface` under the :guilabel:`Self Ordering` field to ensure all :ref:`additional settings ` are correctly applied." msgstr "" -#: ../../content/applications/sales/point_of_sale/self_order.rst:169 -msgid "Usage guidelines" -msgstr "" - #: ../../content/applications/sales/point_of_sale/self_order.rst:175 msgid "On the POS user's end, access the self-ordering interface by" msgstr "" @@ -9827,7 +10134,7 @@ msgid "Log employees" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60 -msgid "You can also use a barcode scanner to log your employees. To do so, :ref:`restrict access ` to the POS and :ref:`use barcodes to log your employees in ` your POS." +msgid "You can also use a barcode scanner to log your employees. To do so, :ref:`restrict access ` to the POS and :ref:`use barcodes to log your employees in ` your POS." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5 @@ -10075,31 +10382,31 @@ msgstr "" msgid "The selected customer must have referenced an address in the system for products to be shipped." msgstr "" -#: ../../content/applications/sales/rental.rst:3 +#: ../../content/applications/sales/rental.rst:5 msgid "Rental" msgstr "" -#: ../../content/applications/sales/rental.rst:5 +#: ../../content/applications/sales/rental.rst:7 msgid "The Odoo *Rental* application provides comprehensive solutions to configure and manage rentals." msgstr "" -#: ../../content/applications/sales/rental.rst:7 +#: ../../content/applications/sales/rental.rst:9 msgid "Send quotations, confirm orders, schedule rentals, register products when they are picked up and returned, and invoice customers from this single platform." msgstr "" -#: ../../content/applications/sales/rental.rst:11 +#: ../../content/applications/sales/rental.rst:13 msgid "`Odoo Rental: product page `_" msgstr "" -#: ../../content/applications/sales/rental.rst:12 +#: ../../content/applications/sales/rental.rst:14 msgid "`Odoo Tutorials: Rental `_" msgstr "" -#: ../../content/applications/sales/rental.rst:17 +#: ../../content/applications/sales/rental.rst:25 msgid "Dashboard" msgstr "" -#: ../../content/applications/sales/rental.rst:19 +#: ../../content/applications/sales/rental.rst:27 msgid "Upon opening the *Rental* application, the :guilabel:`Rental Orders` dashboard is revealed." msgstr "" @@ -10107,26 +10414,26 @@ msgstr "" msgid "Example of the Rental Orders dashboard available in the Odoo Rental application." msgstr "" -#: ../../content/applications/sales/rental.rst:25 +#: ../../content/applications/sales/rental.rst:33 msgid "In the default kanban view, all rentals are visible. Each rental card displays the customer name, the price of the rental, the related sales order number, along with the status of the rental." msgstr "" -#: ../../content/applications/sales/rental.rst:29 +#: ../../content/applications/sales/rental.rst:37 msgid "Rental kanban cards that do **not** display a rental status means those rentals have confirmed quotations, but have not been picked up yet." msgstr "" -#: ../../content/applications/sales/rental.rst:32 +#: ../../content/applications/sales/rental.rst:40 msgid "On the left sidebar, the :guilabel:`Rental Status` for each rental can be found. Beneath that, the :guilabel:`Invoice Status` of the rentals is accessible. Clicking any option in the left sidebar filters the displayed rentals on the dashboard." msgstr "" -#: ../../content/applications/sales/rental.rst:37 +#: ../../content/applications/sales/rental.rst:45 #: ../../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 msgid "Settings" msgstr "" -#: ../../content/applications/sales/rental.rst:39 +#: ../../content/applications/sales/rental.rst:47 msgid "To configure additional rental delay costs, availability of rental items, or minimum time of rental, navigate to :menuselection:`Rental app --> Configuration --> Settings`." msgstr "" @@ -10135,143 +10442,147 @@ msgstr "" msgid "How the Settings page appears in the Odoo Rental application." msgstr "" -#: ../../content/applications/sales/rental.rst:46 +#: ../../content/applications/sales/rental.rst:54 msgid "In the :guilabel:`Rental` section, there are options to configure :guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There is also the option to activate :guilabel:`Rental Transfers` and :guilabel:`Digital Documents`." msgstr "" -#: ../../content/applications/sales/rental.rst:50 +#: ../../content/applications/sales/rental.rst:58 msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." msgstr "" -#: ../../content/applications/sales/rental.rst:51 +#: ../../content/applications/sales/rental.rst:59 msgid ":guilabel:`Default Padding Time` represents the minimum amount of time between two rentals." msgstr "" -#: ../../content/applications/sales/rental.rst:52 +#: ../../content/applications/sales/rental.rst:60 msgid ":guilabel:`Rental Transfers` means stock deliveries and receipts can be used for rental orders." msgstr "" -#: ../../content/applications/sales/rental.rst:54 +#: ../../content/applications/sales/rental.rst:62 msgid ":guilabel:`Digital Documents` allows users to upload documents for customers to sign prior to" msgstr "" -#: ../../content/applications/sales/rental.rst:54 +#: ../../content/applications/sales/rental.rst:62 msgid "confirming their rental." msgstr "" -#: ../../content/applications/sales/rental.rst:56 +#: ../../content/applications/sales/rental.rst:64 msgid "In the :guilabel:`Rent Online` section, there are options to configure a :guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability days`, or days during which pickup and return are not possible." msgstr "" -#: ../../content/applications/sales/rental.rst:61 +#: ../../content/applications/sales/rental.rst:69 msgid "Rental products" msgstr "" -#: ../../content/applications/sales/rental.rst:63 +#: ../../content/applications/sales/rental.rst:71 msgid "To view all products that can rented in the database, navigate to :menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be Rented` search filter appears in the search bar." msgstr "" -#: ../../content/applications/sales/rental.rst:66 +#: ../../content/applications/sales/rental.rst:74 msgid "Each product kanban card displays that product's name, rental price, and product image (if applicable)." msgstr "" -#: ../../content/applications/sales/rental.rst:70 -msgid "Rental pricing" -msgstr "" - -#: ../../content/applications/sales/rental.rst:72 -msgid "To adjust the rental pricing on a product, go to the :guilabel:`Products` page in the *Rental* app, then select the desired product or click :guilabel:`New` to create a new product from scratch." -msgstr "" - -#: ../../content/applications/sales/rental.rst:75 -msgid "On the product form, ensure the :guilabel:`Can be Rented` checkbox is ticked. Then, open the :guilabel:`Rental prices` tab." +#: ../../content/applications/sales/rental.rst:78 +msgid ":doc:`rental/manage_deposits`" msgstr "" #: ../../content/applications/sales/rental.rst:83 +msgid "Rental pricing" +msgstr "" + +#: ../../content/applications/sales/rental.rst:85 +msgid "To adjust the rental pricing on a product, go to the :guilabel:`Products` page in the *Rental* app, then select the desired product or click :guilabel:`New` to create a new product from scratch." +msgstr "" + +#: ../../content/applications/sales/rental.rst:88 +msgid "On the product form, ensure the :guilabel:`Can be Rented` checkbox is ticked. Then, open the :guilabel:`Rental prices` tab." +msgstr "" + +#: ../../content/applications/sales/rental.rst:96 msgid "If creating a rental product outside of the *Rental* app, just ensure the :guilabel:`Can be Rented` checkbox is ticked on the product form. By default, this checkbox is ticked whenever a product is created directly in the *Rental* application." msgstr "" -#: ../../content/applications/sales/rental.rst:90 +#: ../../content/applications/sales/rental.rst:103 msgid "Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, designate custom rental prices and rental periods for the product." msgstr "" -#: ../../content/applications/sales/rental.rst:93 +#: ../../content/applications/sales/rental.rst:106 msgid "To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a *pricing period* (:dfn:`the unit of duration of the rental`) in the :guilabel:`Period` column, or create a new pricing period by typing in the name and clicking :guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/rental.rst:97 +#: ../../content/applications/sales/rental.rst:110 msgid "Next, decide whether or not to apply this custom rental price to a specific :guilabel:`Pricelist`." msgstr "" -#: ../../content/applications/sales/rental.rst:99 +#: ../../content/applications/sales/rental.rst:112 msgid "Lastly, enter the desired :guilabel:`Price` for that specific :guilabel:`Period`." msgstr "" -#: ../../content/applications/sales/rental.rst:102 +#: ../../content/applications/sales/rental.rst:115 msgid "There is no limit to how many pricing lines can be added. Multiple pricing options for rental products are typically used to give discounts for customers who agree to longer rental durations." msgstr "" -#: ../../content/applications/sales/rental.rst:105 +#: ../../content/applications/sales/rental.rst:118 msgid "To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, and that row is deleted." msgstr "" -#: ../../content/applications/sales/rental.rst:109 +#: ../../content/applications/sales/rental.rst:122 msgid "Reservations" msgstr "" -#: ../../content/applications/sales/rental.rst:111 +#: ../../content/applications/sales/rental.rst:124 msgid "Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` tab, there is the option to configure additional fines for any :guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to return a rental." msgstr "" -#: ../../content/applications/sales/rental.rst:115 +#: ../../content/applications/sales/rental.rst:128 msgid "There is also the option to set a :guilabel:`Security Time`, expressed in hours, to make the rental product temporarily unavailable between two rental orders. Such a feature may prove useful if maintenance or cleaning is required between rentals." msgstr "" -#: ../../content/applications/sales/rental.rst:120 +#: ../../content/applications/sales/rental.rst:133 msgid "Price computing" msgstr "" -#: ../../content/applications/sales/rental.rst:122 +#: ../../content/applications/sales/rental.rst:135 msgid "Odoo always uses two rules to compute the price of a product when a rental order is created:" msgstr "" -#: ../../content/applications/sales/rental.rst:124 +#: ../../content/applications/sales/rental.rst:137 msgid "Only one price line is used." msgstr "" -#: ../../content/applications/sales/rental.rst:125 +#: ../../content/applications/sales/rental.rst:138 msgid "The cheapest line is selected." msgstr "" -#: ../../content/applications/sales/rental.rst:128 +#: ../../content/applications/sales/rental.rst:141 msgid "Consider the following rental pricing configuration for a product:" msgstr "" -#: ../../content/applications/sales/rental.rst:130 +#: ../../content/applications/sales/rental.rst:143 msgid "1 day: $100" msgstr "" -#: ../../content/applications/sales/rental.rst:131 +#: ../../content/applications/sales/rental.rst:144 msgid "3 days: $250" msgstr "" -#: ../../content/applications/sales/rental.rst:132 +#: ../../content/applications/sales/rental.rst:145 msgid "1 week: $500" msgstr "" -#: ../../content/applications/sales/rental.rst:134 +#: ../../content/applications/sales/rental.rst:147 msgid "A customer wants to rent this product for eight days. What price will they pay?" msgstr "" -#: ../../content/applications/sales/rental.rst:136 +#: ../../content/applications/sales/rental.rst:149 msgid "After an order is created, Odoo selects the second line as this is the cheapest option. The customer has to pay three times '3 days' to cover the rental's eight days, for a total of $750." msgstr "" -#: ../../content/applications/sales/rental.rst:142 +#: ../../content/applications/sales/rental.rst:155 msgid "Rental orders" msgstr "" -#: ../../content/applications/sales/rental.rst:144 +#: ../../content/applications/sales/rental.rst:157 msgid "To create a rental order in the *Rental* app, navigate to :menuselection:`Rental app --> Orders --> Orders`, and click :guilabel:`New`. Doing so reveals a blank rental order form to be filled in accordingly." msgstr "" @@ -10279,11 +10590,11 @@ msgstr "" msgid "Sample of a filled out rental order available in the Odoo Rental application." msgstr "" -#: ../../content/applications/sales/rental.rst:152 +#: ../../content/applications/sales/rental.rst:165 msgid "Start by adding a :guilabel:`Customer`, then configure the desired duration of the rental in the :guilabel:`Rental period` field." msgstr "" -#: ../../content/applications/sales/rental.rst:155 +#: ../../content/applications/sales/rental.rst:168 msgid "To adjust the rental duration, click the first date in the :guilabel:`Rental period` field, and select the range of dates to represent the rental duration from the pop-up calendar form that appears." msgstr "" @@ -10291,19 +10602,19 @@ msgstr "" msgid "Sample of a rental period calendar pop-up window in the Odoo Rental application." msgstr "" -#: ../../content/applications/sales/rental.rst:163 +#: ../../content/applications/sales/rental.rst:176 msgid "Once complete, click :guilabel:`Apply` in the calendar pop-up form. Following that, the pop-up form disappears, and the designated time period of the rental is represented in the :guilabel:`Duration` field." msgstr "" -#: ../../content/applications/sales/rental.rst:167 +#: ../../content/applications/sales/rental.rst:180 msgid "Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and selecting the desired rental product to add to the form." msgstr "" -#: ../../content/applications/sales/rental.rst:171 +#: ../../content/applications/sales/rental.rst:184 msgid "If a rental product is added *before* the :guilabel:`Rental period` field has been properly configured, the user can *still* adjust the :guilabel:`Rental period` field accordingly." msgstr "" -#: ../../content/applications/sales/rental.rst:174 +#: ../../content/applications/sales/rental.rst:187 msgid "Simply select the desired range of dates to represent the duration of the rental, then click :guilabel:`Update Rental Prices` in the :guilabel:`Duration` field." msgstr "" @@ -10311,35 +10622,35 @@ msgstr "" msgid "The update rental prices option that appears in the Odoo Rental application." msgstr "" -#: ../../content/applications/sales/rental.rst:181 +#: ../../content/applications/sales/rental.rst:194 msgid "Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is correct, click :guilabel:`Ok`, and Odoo recalculates the rental price accordingly." msgstr "" -#: ../../content/applications/sales/rental.rst:184 +#: ../../content/applications/sales/rental.rst:197 msgid "Once all the information has been entered correctly on the rental order form, click the :guilabel:`Send by Email` button to send the quotation to the customer, or click the :guilabel:`Confirm` button to confirm the order." msgstr "" -#: ../../content/applications/sales/rental.rst:189 +#: ../../content/applications/sales/rental.rst:204 msgid "Customer signature" msgstr "" -#: ../../content/applications/sales/rental.rst:191 +#: ../../content/applications/sales/rental.rst:206 msgid "Upon confirming a rental order, the :guilabel:`Sign Documents` button appears. This gives the ability to request the customer sign a rental agreement, outlining the arrangement between the company and customer, *before* they pick up the rental product(s)." msgstr "" -#: ../../content/applications/sales/rental.rst:195 +#: ../../content/applications/sales/rental.rst:210 msgid "Such documents can ensure everything is returned on-time and in its original condition." msgstr "" -#: ../../content/applications/sales/rental.rst:198 +#: ../../content/applications/sales/rental.rst:213 msgid "The :guilabel:`Sign Documents` button/option **only** appears if the :guilabel:`Digital Documents` feature has been activated in the *Rental* application settings. To do so, navigate to :menuselection:`Rental app --> Configuration --> Settings`, activate :guilabel:`Digital Documents`, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/rental.rst:204 +#: ../../content/applications/sales/rental.rst:219 msgid "This feature also requires the :doc:`Sign <../productivity/sign>` app. If necessary, Odoo automatically installs it after activating the :guilabel:`Digital Documents` setting." msgstr "" -#: ../../content/applications/sales/rental.rst:207 +#: ../../content/applications/sales/rental.rst:222 msgid "To request a customer signature on a rental agreement, select a confirmed rental order, and click the :guilabel:`Sign Documents` button to reveal a :guilabel:`Sign Documents` pop-up window." msgstr "" @@ -10347,7 +10658,7 @@ msgstr "" msgid "The Sign Documents pop-up window that appears in the Odoo Rental application." msgstr "" -#: ../../content/applications/sales/rental.rst:214 +#: ../../content/applications/sales/rental.rst:229 msgid "From here, select the desired document from the :guilabel:`Document Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a :guilabel:`New Signature Request` pop-up window." msgstr "" @@ -10355,15 +10666,15 @@ msgstr "" msgid "The New Signature Request pop-up window that appears in the Odoo Rental application." msgstr "" -#: ../../content/applications/sales/rental.rst:221 +#: ../../content/applications/sales/rental.rst:236 msgid "Upon confirming the information in the :guilabel:`New Signature Request` pop-up form, click :guilabel:`Sign Now` to initiate the signing process." msgstr "" -#: ../../content/applications/sales/rental.rst:224 +#: ../../content/applications/sales/rental.rst:239 msgid "A separate page is then revealed, showcasing the document to be signed, which is accessible to the customer via the customer portal." msgstr "" -#: ../../content/applications/sales/rental.rst:227 +#: ../../content/applications/sales/rental.rst:242 msgid "Odoo guides the customer through the signing process with clear, clickable indicators, and allows them to create electronic signatures to quickly complete the form." msgstr "" @@ -10371,7 +10682,7 @@ msgstr "" msgid "The adopt your signature pop-up window that appears in the Odoo Rental application." msgstr "" -#: ../../content/applications/sales/rental.rst:234 +#: ../../content/applications/sales/rental.rst:249 msgid "Once the document has been signed and completed, click the :guilabel:`Validate & Send Completed Document` button at the bottom of the document." msgstr "" @@ -10379,47 +10690,47 @@ msgstr "" msgid "The validate and send completed document button in the Odoo Rental application." msgstr "" -#: ../../content/applications/sales/rental.rst:241 +#: ../../content/applications/sales/rental.rst:256 msgid "Upon clicking the :guilabel:`Validate & Send Completed Document` button, Odoo presents the option to download the signed document for record-keeping purposes, if necessary." msgstr "" -#: ../../content/applications/sales/rental.rst:245 +#: ../../content/applications/sales/rental.rst:260 msgid "`Odoo Tutorials: Sign `_" msgstr "" -#: ../../content/applications/sales/rental.rst:250 +#: ../../content/applications/sales/rental.rst:265 msgid "Pickup products" msgstr "" -#: ../../content/applications/sales/rental.rst:252 +#: ../../content/applications/sales/rental.rst:267 msgid "When a customer picks up the product(s), navigate to the appropriate rental order, click the :guilabel:`Pickup` button, and then click :guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that appears." msgstr "" -#: ../../content/applications/sales/rental.rst:256 +#: ../../content/applications/sales/rental.rst:271 msgid "Doing so places a :guilabel:`Picked-up` status banner on the rental order." msgstr "" -#: ../../content/applications/sales/rental.rst:259 +#: ../../content/applications/sales/rental.rst:276 msgid "Return products" msgstr "" -#: ../../content/applications/sales/rental.rst:261 +#: ../../content/applications/sales/rental.rst:278 msgid "When a customer returns the product(s), navigate to the appropriate rental order, click the :guilabel:`Return` button, and validate the return by clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up form that appears." msgstr "" -#: ../../content/applications/sales/rental.rst:265 +#: ../../content/applications/sales/rental.rst:282 msgid "Doing so places a :guilabel:`Returned` status banner on the rental order." msgstr "" -#: ../../content/applications/sales/rental.rst:268 +#: ../../content/applications/sales/rental.rst:285 msgid "Print pickup and return receipts" msgstr "" -#: ../../content/applications/sales/rental.rst:270 +#: ../../content/applications/sales/rental.rst:287 msgid "Pickup and return receipts can be printed for customers when they pick up and/or return rental products." msgstr "" -#: ../../content/applications/sales/rental.rst:273 +#: ../../content/applications/sales/rental.rst:290 msgid "To print pickup and/or return receipts, navigate to the appropriate rental order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" @@ -10427,14 +10738,98 @@ msgstr "" msgid "The pickup and return receipt print option in the Odoo Rental application." msgstr "" -#: ../../content/applications/sales/rental.rst:280 +#: ../../content/applications/sales/rental.rst:297 msgid "From this drop-down menu, hover over the :guilabel:`Print` option to reveal a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." msgstr "" -#: ../../content/applications/sales/rental.rst:283 +#: ../../content/applications/sales/rental.rst:300 msgid "Odoo generates and downloads a PDF, detailing all information about the current status of the rented item(s)." msgstr "" +#: ../../content/applications/sales/rental/manage_deposits.rst:3 +msgid "Manage deposits" +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:5 +msgid "Requiring fixed deposits is common in many rental scenarios; such as collecting security deposits." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:7 +msgid "This document covers the standard options for :ref:`configuring `, :ref:`collecting ` and :ref:`refunding ` deposits within the **Rentals** app." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:16 +msgid "First, create a *deposit service product* for each rental product that requires a deposit." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:18 +msgid "To do so, go to :menuselection:`Rental --> Products` and create a :guilabel:`New` product." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:20 +msgid "On the product form, give the product a name that indicates it is a deposit." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:23 +msgid "If this deposit service product is intended for the *Digital Camera* rental product, the name may be entered as `Digital Camera Deposit`." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:26 +msgid "Next, set the :guilabel:`Product Type` to :guilabel:`Service`, the :guilabel:`Invoicing Policy` to :guilabel:`Delivered quantities` and then assign a :guilabel:`Sales Price` with the amount to collect for the deposit. Choose whether or not to include :guilabel:`Sales Taxes` for this deposit service product." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:31 +msgid "Finally, :icon:`fa-cloud-upload` :guilabel:`(save)` the deposit service product." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:36 +msgid "Collect deposits from an optional product" +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:38 +msgid "On the rental product's form, go to the :guilabel:`Sales` tab and add the :ref:`deposit service product ` to the :guilabel:`Optional Products`." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:41 +msgid "Be sure to configure the rental product's prices on the :ref:`Rental prices ` tab." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:43 +msgid "With the above configuration, a :ref:`rental order ` can be created." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:46 +msgid "After selecting the rental product in the :guilabel:`Order Lines` tab, be sure to :icon:`fa-plus` :guilabel:`Add` the deposit service product in the :guilabel:`Configure your product` pop-up." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:49 +msgid "The :guilabel:`Configure your product` pop-up only appears if the optional product is set on the rental product." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:53 +msgid "If :doc:`eCommerce <../../websites/ecommerce>` is installed, add an :guilabel:`Ecommerce Description` stating the deposit is required in the rental product's :guilabel:`Sales` tab." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:56 +msgid "When a customer adds the rental product to their cart, a :guilabel:`Configure your product` pop-up displays the deposit service product under :guilabel:`Available options`." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:59 +msgid "Once the customer clicks :icon:`fa-shopping-cart` :guilabel:`Add` the rental product and the deposit service product are added to their cart." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:-1 +msgid "A deposit service product listed in the rental quotation." +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:68 +msgid "Refund deposits upon return" +msgstr "" + +#: ../../content/applications/sales/rental/manage_deposits.rst:70 +msgid "Once a customer :ref:`returns the rented product `, reimburse their deposit with a :doc:`credit note <../../finance/accounting/customer_invoices/credit_notes>` from the invoice, and change the *delivered quantity* to `0` on the linked sales order." +msgstr "" + #: ../../content/applications/sales/sales.rst:10 msgid "**Odoo Sales** is the application to run your sales process (from quotation to sales order) and deliver and invoice what has been sold." msgstr "" @@ -11440,7 +11835,7 @@ msgstr "" #: ../../content/applications/sales/sales/gelato.rst:136 #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "Product variants" msgstr "" @@ -13977,7 +14372,7 @@ msgid "Time-based rules are used specifically with subscription products. Be sur msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153 -msgid "In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the :guilabel:`Price Rules` tab, with additional columns for :guilabel:`Product Variants` add :guilabel:`Recurring Plan`." +msgid "In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the :guilabel:`Price Rules` tab, with additional columns for :guilabel:`Product Variants` and :guilabel:`Recurring Plan`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:157 @@ -14846,11 +15241,15 @@ msgid "Then, enter the name of the value in the :guilabel:`Value` column. Next, msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 -msgid "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the option to add an HTML color code will appear to the far-right of the value line, to make it easier for salespeople and customers to know exactly what color option they're choosing." +msgid "Colors" +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:153 +msgid "Next to :guilabel:`Display Type`, select the :guilabel:`Color` option. Go to the :guilabel:`Attribute Values` tab to modify the value settings." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 -msgid "Attribute values tab when add a line is clicked, showing the custom columns." +msgid "Add an image of the pattern to an attribute." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 @@ -14861,27 +15260,35 @@ msgstr "" msgid "Selecting a color from the HTML color pop-up window that appears on attribute form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:165 msgid "In this pop-up window, select a specific color by dragging the color slider to a particular hue, and clicking on the color portion directly on the color gradient window." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:168 msgid "Or, choose a specific color by clicking the *dropper* icon, and selecting a desired color that's currently clickable on the screen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:171 +msgid "If you sell products with specific patterns, you can also add an image to display the pattern of the product. To do so, click the :icon:`fa-camera` :guilabel:`(camera)` icon, then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon and select an image from your local drive. This pattern will appear as a color option on the ecommerce product page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 +msgid "Pattern as color option on the ecommerce page." +msgstr "" + +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:180 msgid "Attributes can also be created directly from the product template by adding a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "Once an attribute is added to a product, that product is listed and accessible, via the attribute's :guilabel:`Related Products` smart button. That button lists every product in the database currently using that attribute." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:190 msgid "Once an attribute is created, use the attribute (and its values) to create a product variant. To do that, go to :menuselection:`Sales app --> Products --> Products`, and select an existing product to view that desired product's form. Or, click :guilabel:`Create` to create a new product, to which a product variant can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "On the product form, click the :guilabel:`Attributes \\& Variants` tab to view, manage, and modify attributes and values for the product." msgstr "" @@ -14889,35 +15296,35 @@ msgstr "" msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 msgid "To add an attribute to a product, and subsequent attribute values, click :guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then, choose the desired attribute from the drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 msgid "Attributes can be created directly from the :guilabel:`Attributes \\& Variants` tab of a product form. To do that, start typing the name of the new attribute in the blank field, and select either :guilabel:`Create` or :guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:212 msgid "Clicking :guilabel:`Create` creates the attribute, which can be customized later. Clicking :guilabel:`Create and edit...` creates the attribute, and a :guilabel:`Create Attribute` pop-up form appears. In the pop-up form, proceed to modify the attribute in a number of ways." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 msgid "Once an attribute is selected in the :guilabel:`Attribute` column, proceed to select the specific attribute values to apply to the product, via the drop-down menu available in the :guilabel:`Values` column." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "There is no limit to how many values can be added." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:224 msgid "Similar product variant creation processes are accessible through the Purchase, Inventory, and eCommerce applications." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:228 msgid "Configure variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "To the far-right of the attribute line is a :guilabel:`Configure` button. When clicked, Odoo reveals a separate page showcasing those specific :guilabel:`Product Variant Values`." msgstr "" @@ -14925,15 +15332,15 @@ msgstr "" msgid "The Product Variant Values page accessible via the Configure button on a product form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:241 msgid "The :guilabel:`Value Price Extra` represents the increase in the sales price if the attribute is selected." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo reveals a separate page, detailing that value's related details." msgstr "" @@ -14941,19 +15348,19 @@ msgstr "" msgid "A Product Variant Values page accessible via the Product Variants Values general page." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:251 msgid "On the specific product variant detail page, the :guilabel:`Value` and :guilabel:`Value Price Extra` fields can be found, along with an :guilabel:`Exclude for` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "In the :guilabel:`Exclude for` field, different :guilabel:`Product Templates` and specific :guilabel:`Attribute Values` can be added. When added, this specific attribute value will be excluded from those specific products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:259 msgid "Variants smart button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:261 msgid "When a product has attributes and variants configured in its :guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button appears at the top of the product form. The :guilabel:`Variants` smart button indicates how many variants are currently configured for that specific product." msgstr "" @@ -14961,7 +15368,7 @@ msgstr "" msgid "The variants smart button at the top of the product form in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:269 msgid "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a separate page showcasing all the specific product variant combinations configured for that specific product." msgstr "" @@ -14969,39 +15376,39 @@ msgstr "" msgid "The variants page accessible via the variants smart button on the product form in Odoo." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "Impact of variants" msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:279 msgid "In addition to offering more detailed product options to customers, product variants have their own impacts that can be taken advantage of throughout the Odoo database." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:282 msgid ":guilabel:`Barcode`: barcodes are associated with each variant, instead of the product template. Each individual variant can have its own unique barcode/SKU." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 msgid ":guilabel:`Price`: every product variant has its own public price, which is the sum of the product template price *and* any extra charges for particular attributes." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "A red shirt's sales price is $23 -- because the shirt's template price is $20, plus an additional $3 for the red color variant. Pricelist rules can be configured to apply to the product template, or to the variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:292 msgid ":guilabel:`Inventory`: inventory is counted for each individual product variant. On the product template form, the inventory reflects the sum of all variants, but the actual inventory is computed by individual variants." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:295 msgid ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:298 msgid "Changes to the product template automatically apply to every variant of that product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 +#: ../../content/applications/sales/sales/products_prices/products/variants.rst:301 msgid ":doc:`import`" msgstr "" @@ -17691,7 +18098,7 @@ msgid ":guilabel:`Subscriptions`: shows the number of active subscriptions sales msgstr "" #: ../../content/applications/sales/subscriptions.rst:168 -msgid ":guilabel:`Subscription Items`: lists all the individual recurring subscription services that are active, in an itemized fashion. :guilabel:`Subscription` and :guilabel:`Customer` values will repeat it the customer ordered multiple subscriptions on the same sales order." +msgid ":guilabel:`Subscription Items`: lists all the individual recurring subscription services that are active, in an itemized fashion. :guilabel:`Subscription` and :guilabel:`Customer` values will repeat if the customer ordered multiple subscriptions on the same sales order." msgstr "" #: ../../content/applications/sales/subscriptions.rst:173 diff --git a/locale/sources/services.pot b/locale/sources/services.pot index 710d1a68a..b2a7059dd 100644 --- a/locale/sources/services.pot +++ b/locale/sources/services.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-04-30 14:37+0000\n" +"POT-Creation-Date: 2025-06-12 07:10+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -189,7 +189,7 @@ msgstr "" #: ../../content/applications/services/field_service/worksheets.rst:15 #: ../../content/applications/services/helpdesk/overview/help_center.rst:15 #: ../../content/applications/services/planning.rst:29 -#: ../../content/applications/services/project/project_management.rst:22 +#: ../../content/applications/services/project/project_management.rst:18 #: ../../content/applications/services/project/tasks/recurring_tasks.rst:13 msgid "Configuration" msgstr "" @@ -3348,15 +3348,11 @@ msgstr "" msgid "The word **Kanban** comes from Japanese and refers to the \"visual board\" management method." msgstr "" -#: ../../content/applications/services/project/project_management.rst:16 -msgid "`Odoo Tutorials: Kanban Project Management `_" -msgstr "" - -#: ../../content/applications/services/project/project_management.rst:24 +#: ../../content/applications/services/project/project_management.rst:20 msgid "Open the **Project** app and click :guilabel:`Create` to start a new project. Enter a :guilabel:`Name` for your project and click :guilabel:`Create Project`." msgstr "" -#: ../../content/applications/services/project/project_management.rst:27 +#: ../../content/applications/services/project/project_management.rst:23 msgid "You can customize your existing **projects** from the dashboard by clicking the drop-down toggle button (:guilabel:`⋮`) on your project's **card**." msgstr "" @@ -3364,59 +3360,59 @@ msgstr "" msgid "Project card" msgstr "" -#: ../../content/applications/services/project/project_management.rst:34 +#: ../../content/applications/services/project/project_management.rst:30 msgid "This enables a new menu divided into four parts:" msgstr "" -#: ../../content/applications/services/project/project_management.rst:36 +#: ../../content/applications/services/project/project_management.rst:32 msgid ":guilabel:`View`: see an overview of your project's components, such as its :guilabel:`Tasks`, :guilabel:`Milestones` and :guilabel:`Project Updates`. Depending on which apps you have activated, more options may be available, such as :guilabel:`Documents`. All uploaded files can be found under this menu, as well as in the **Documents** app, under :guilabel:`Projects`;" msgstr "" -#: ../../content/applications/services/project/project_management.rst:40 +#: ../../content/applications/services/project/project_management.rst:36 msgid ":guilabel:`Reporting`: analyze your project's progress and profitability through graphics and statistics;" msgstr "" -#: ../../content/applications/services/project/project_management.rst:42 +#: ../../content/applications/services/project/project_management.rst:38 msgid "**Color**: make a line of color appear on the left side of the card so that your project is more recognizable;" msgstr "" -#: ../../content/applications/services/project/project_management.rst:44 +#: ../../content/applications/services/project/project_management.rst:40 msgid ":guilabel:`Settings`: you can change the following:" msgstr "" -#: ../../content/applications/services/project/project_management.rst:46 +#: ../../content/applications/services/project/project_management.rst:42 msgid "the :guilabel:`Name` of the project;" msgstr "" -#: ../../content/applications/services/project/project_management.rst:47 +#: ../../content/applications/services/project/project_management.rst:43 msgid "the :guilabel:`Name of the tasks` found under that project;" msgstr "" -#: ../../content/applications/services/project/project_management.rst:48 +#: ../../content/applications/services/project/project_management.rst:44 msgid "the :guilabel:`Customer` for whom the project is intended;" msgstr "" -#: ../../content/applications/services/project/project_management.rst:49 +#: ../../content/applications/services/project/project_management.rst:45 msgid "the :guilabel:`Tags` used for filtering;" msgstr "" -#: ../../content/applications/services/project/project_management.rst:50 +#: ../../content/applications/services/project/project_management.rst:46 msgid "the :guilabel:`Company` responsible for the project;" msgstr "" -#: ../../content/applications/services/project/project_management.rst:51 +#: ../../content/applications/services/project/project_management.rst:47 msgid "the employee designated as :guilabel:`Project Manager`;" msgstr "" -#: ../../content/applications/services/project/project_management.rst:52 +#: ../../content/applications/services/project/project_management.rst:48 msgid "the :guilabel:`Planned Date` of the project;" msgstr "" -#: ../../content/applications/services/project/project_management.rst:53 +#: ../../content/applications/services/project/project_management.rst:49 msgid "the total :guilabel:`Allocated Hours` for that project." msgstr "" -#: ../../content/applications/services/project/project_management.rst:55 +#: ../../content/applications/services/project/project_management.rst:51 msgid "Additionally, you can mark the project as :guilabel:`Favorite`, allowing you to find it using the :guilabel:`My Favorites` filter on the Kanban view;" msgstr "" @@ -3424,39 +3420,39 @@ msgstr "" msgid "Project settings" msgstr "" -#: ../../content/applications/services/project/project_management.rst:63 +#: ../../content/applications/services/project/project_management.rst:59 msgid "`Odoo Tutorials: Customize projects `_" msgstr "" -#: ../../content/applications/services/project/project_management.rst:66 +#: ../../content/applications/services/project/project_management.rst:62 msgid "Further settings are available under the :guilabel:`Settings` tab. Most of them are *only* available depending on the activated apps." msgstr "" -#: ../../content/applications/services/project/project_management.rst:70 +#: ../../content/applications/services/project/project_management.rst:66 msgid "Scheduling activities" msgstr "" -#: ../../content/applications/services/project/project_management.rst:72 +#: ../../content/applications/services/project/project_management.rst:68 msgid "You can schedule **activities** (ex. :guilabel:`Call`, :guilabel:`Meeting`, etc.) per project by clicking on the **clock** icon on a project. Doing so opens a list with already scheduled activities and allows planning **new** activities by clicking :guilabel:`+ Schedule an activity`. On the pop-up window, select the :guilabel:`Activity Type`, enter a :guilabel:`Summary` for that activity, a :guilabel:`Due Date`, and assign it to an employee. According to the :guilabel:`Activity Type`, you may have **additional options** available." msgstr "" -#: ../../content/applications/services/project/project_management.rst:80 +#: ../../content/applications/services/project/project_management.rst:76 msgid "If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**, or other." msgstr "" -#: ../../content/applications/services/project/project_management.rst:86 +#: ../../content/applications/services/project/project_management.rst:82 msgid "Top bar" msgstr "" -#: ../../content/applications/services/project/project_management.rst:88 +#: ../../content/applications/services/project/project_management.rst:84 msgid "In project management, reviewing the various records and documents related to a project is often necessary. Odoo Project’s **top bar** provides quick access to these essential resources. You can customize each project's top bar to match its specific needs." msgstr "" -#: ../../content/applications/services/project/project_management.rst:92 +#: ../../content/applications/services/project/project_management.rst:88 msgid "To set up the top bar for a project, go to the :guilabel:`Project` app, click the project's card, then click the top bar :icon:`fa-sliders` :guilabel:`(sliders)` button. In the bar that appears above the search bar, click the :icon:`fa-sliders` :guilabel:`(sliders)` button to select the records you want to display, such as timesheets, sales orders, invoices, documents, dashboards, etc." msgstr "" -#: ../../content/applications/services/project/project_management.rst:97 +#: ../../content/applications/services/project/project_management.rst:93 msgid "You can then click the buttons to access the related records without leaving the Project app. To return to your project tasks' Kanban view, click the :guilabel:`Tasks` button in the top bar." msgstr "" @@ -3464,27 +3460,27 @@ msgstr "" msgid "Top bar selection menu" msgstr "" -#: ../../content/applications/services/project/project_management.rst:104 +#: ../../content/applications/services/project/project_management.rst:100 msgid "Custom top bar buttons" msgstr "" -#: ../../content/applications/services/project/project_management.rst:106 +#: ../../content/applications/services/project/project_management.rst:102 msgid "You can also create your own buttons to access more specific views:" msgstr "" -#: ../../content/applications/services/project/project_management.rst:108 +#: ../../content/applications/services/project/project_management.rst:104 msgid "Click an existing top bar button to access the view." msgstr "" -#: ../../content/applications/services/project/project_management.rst:109 +#: ../../content/applications/services/project/project_management.rst:105 msgid "Customize the view with keywords, filters, and grouping options using the search bar." msgstr "" -#: ../../content/applications/services/project/project_management.rst:110 +#: ../../content/applications/services/project/project_management.rst:106 msgid "Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and select :guilabel:`Save View`." msgstr "" -#: ../../content/applications/services/project/project_management.rst:112 +#: ../../content/applications/services/project/project_management.rst:108 msgid "Edit the default button name if necessary, then enable :guilabel:`Shared` if you want to share the button with other users." msgstr "" @@ -3753,7 +3749,7 @@ msgid "When handling a project, the same task often needs to be performed severa msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:10 -msgid "`Odoo Tutorials: Recurring tasks `_" +msgid "`Odoo Tutorials: Recurring tasks `_" msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:15 diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index 221462123..d72c6763e 100644 --- a/locale/sources/websites.pot +++ b/locale/sources/websites.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-04-30 14:37+0000\n" +"POT-Creation-Date: 2025-06-12 07:10+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -247,343 +247,361 @@ msgstr "" msgid "`Odoo Tutorials: eCommerce `_" msgstr "" -#: ../../content/applications/websites/ecommerce/cart.rst:3 -msgid "Add to cart" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:5 -msgid "The :guilabel:`Add to Cart` button can be customized in multiple ways. You can:" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:7 -msgid "Choose on which page customers go after clicking the 'Add to Cart' button;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:8 -msgid "Hide the 'Add to Cart' button to prevent sales;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:9 -msgid "Add a 'Buy Now' button to skip the cart step and lead customers straight to checkout;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:10 -msgid "Create additional 'Add to Cart / Buy Now' buttons;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:11 -msgid "Add an 'Order Again' button to the customer portal." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:14 -#: ../../content/applications/websites/ecommerce/payments.rst:11 -msgid ":doc:`checkout`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:19 -msgid "'Add to Cart' action customization" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:21 -msgid "When customers click on the :guilabel:`Add to Cart` button, the product is added to their cart, and customers remain **by default** on the product's page. However, customers can either immediately be **redirected** to their cart, or given the choice on what to do through a **dialog box**." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:25 -msgid "To change the default behavior, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout Process` section, look for :guilabel:`Add to Cart` and select one of the options." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:30 -msgid "If a product has :doc:`optional products `, the **dialog box** will always appear." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:34 -msgid ":doc:`products/catalog`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:39 -msgid "Replace 'Add to Cart' button by 'Contact Us' button" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:41 -msgid "You can replace the 'Add to Cart' button with a 'Contact Us' button which redirects users to the URL of your choice." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:45 -msgid "Hiding the :guilabel:`Add to Cart` button is often used by B2B eCommerces that need to restrict purchases only to :ref:`customers with an account `, but still want to display an online product catalog for those without." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:49 -msgid "To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Products` and tick :guilabel:`Prevent Sale of Zero Priced Product`. This creates a new :guilabel:`Button url` field where you can enter the **redirect URL** to be used. Then, set the price of the product to `0.00` either from the **product's template**, or from a :doc:`pricelist `." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:-1 -msgid "Contact us button on product page" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:60 -msgid "The 'Contact Us' button and '*Not Available For Sale*' text can both be modified using the **website builder** on the product's page (:menuselection:`Edit --> Customize`) by clicking on them." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:65 -#: ../../content/applications/websites/ecommerce/cart.rst:-1 -msgid "Customizable 'Add to Cart' button" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:67 -msgid "You can also create a customizable 'Add to Cart' button and link it to a specific product. The **customized button** can be added on any page of the website as an **inner content** building block, and is an *additional* button to the regular :guilabel:`Add to Cart` button." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:71 -msgid "To add it, go on the :guilabel:`Shop` page of your choice, click :menuselection:`Edit --> Blocks` and place the building block. Once placed, you have the following options:" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:74 -msgid ":guilabel:`Product`: select the product to link the button with. Selecting a product renders the :guilabel:`Action` field available;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:76 -msgid ":guilabel:`Action`: choose if the button should :guilabel:`Add to Cart` or :guilabel:`Buy Now` (instant checkout)." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:86 -msgid "'Buy Now' button" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:88 -msgid "You can enable the :guilabel:`Buy Now` button to take customers directly to the :ref:`review order ` step instead of adding the product to the cart. This button is an *additional* option and does not replace the :guilabel:`Add to Cart` button. To do so, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shop—Checkout Process` section, enable :guilabel:`Buy Now`, and :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:95 -msgid "Alternatively, you can enable the :guilabel:`Buy Now` button directly from a product page by clicking :guilabel:`Edit` and navigating to the :guilabel:`Customize` tab." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:-1 -msgid "Buy Now button" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:102 -msgid "Re-order from portal" -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:104 -msgid "Customers have the possibility to **re-order** items from **previous sales orders** on the customer portal. To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout Process` and enable :guilabel:`Re-order From Portal`. Customers can find the :guilabel:`Order Again` button on their **sales order** from the **customer portal**." -msgstr "" - -#: ../../content/applications/websites/ecommerce/cart.rst:-1 -msgid "Re-order button" -msgstr "" - #: ../../content/applications/websites/ecommerce/checkout.rst:3 -msgid "Checkout" +msgid "Ordering and checkout" msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:5 -msgid "Once customers have added their desired products to the cart, they can access it by clicking the :icon:`fa-shopping-cart` button in the header to start the checkout process. In Odoo eCommerce, this process consists of sequential :ref:`steps `, some of which support additional features. The related checkout pages can be :ref:`customized ` using the website editor." +msgid "Odoo eCommerce provides several options to organize the ordering and checkout process. It offers different :ref:`order button ` options and sequential :ref:`checkout steps `, some of which support additional features. The related buttons and checkout pages can be customized using the website editor." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:14 -msgid "Checkout policy" +#: ../../content/applications/websites/ecommerce/checkout.rst:13 +msgid "Order buttons" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:16 -msgid "To allow customers to checkout as guests or force them to sign in/create an account, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Checkout Process` section, and configure the :guilabel:`Sign in/up at checkout` setting. The following options are available:" +#: ../../content/applications/websites/ecommerce/checkout.rst:15 +msgid "To customize the ordering process in Odoo eCommerce, you can:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:21 -msgid ":guilabel:`Optional`: Customers can check out as guests and register later via the order confirmation email to track their order." +#: ../../content/applications/websites/ecommerce/checkout.rst:17 +msgid "change the :ref:`Add to Cart ` button's behavior," msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:23 -msgid ":guilabel:`Disabled (buy as guest)`: Customers can checkout as guests without creating an account." +#: ../../content/applications/websites/ecommerce/checkout.rst:18 +msgid "replace it with a :ref:`customized ` button," msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:24 -msgid ":guilabel:`Mandatory (no guest checkout)`: Customers must sign in or create an account at the :ref:`Review Order ` step to complete their purchase." +#: ../../content/applications/websites/ecommerce/checkout.rst:19 +msgid "add a :ref:`Buy now ` button, and" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:20 +msgid "add an :ref:`Order again ` button to the customer portal." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:25 +msgid "Add to cart options" msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:28 -msgid "B2B access management" +msgid "Default add to cart behavior" msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:30 -msgid "To restrict checkout to selected B2B customers, follow these steps:" +msgid "When clicking the :guilabel:`Add to cart` button, different actions can be triggered. To configure them, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Checkout Process` section, and select one of the following options:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:32 -msgid "Go to :menuselection:`Website --> Configuration --> Settings`, and in the :guilabel:`Shop - Checkout Process` section, enable the :ref:`Mandatory (no guest checkout) ` option." +#: ../../content/applications/websites/ecommerce/checkout.rst:34 +msgid ":guilabel:`Stay on Product Page`: The customer remains on the product's page." msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:35 -msgid "Scroll down to the :guilabel:`Privacy` section, go to :guilabel:`Customer Account`, and select :guilabel:`On invitation`." +msgid ":guilabel:`Go to cart`: The customer is immediately redirected to the cart." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:37 -msgid "Go to :menuselection:`Website --> eCommerce --> Customers`, switch to the :guilabel:`List` view, and select the customers you wish to grant access to your :doc:`portal `." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout.rst:40 -msgid "Click the :icon:`fa-cog` :guilabel:`Actions` button, then :guilabel:`Grant portal access`." +#: ../../content/applications/websites/ecommerce/checkout.rst:36 +msgid ":guilabel:`Let the user decide (dialog)`: The customer can choose if they want to go to the cart (:guilabel:`Proceed to Checkout`) or if they prefer to stay on the product page (:guilabel:`Continue Shopping`)." msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:41 -msgid "Review the selected customers in the :guilabel:`Portal Access Management` pop-up and click :guilabel:`Grant Access`." +msgid "This dialog box always appears regardless of the configuration to suggest :doc:`optional products `, if any." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:44 -msgid "Once done, the relevant customers receive an email confirming their account creation, including instructions on setting a password and activating their account." +#: ../../content/applications/websites/ecommerce/checkout.rst:47 +msgid "Button customization" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:48 -msgid "You can revoke access or re-invite a customer using the related buttons in the :guilabel:`Portal Access Management` pop-up." +#: ../../content/applications/websites/ecommerce/checkout.rst:49 +msgid "You can replace the :guilabel:`Add to Cart` button with a :guilabel:`Contact Us` button, which redirects users to the default contact form." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:50 -msgid "Users can only have one :doc:`portal access ` per email." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout.rst:51 -msgid "Settings are website-specific, so you could set up a B2C website that allows guest checkout and B2B website with mandatory sign-in." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout.rst:55 -msgid ":doc:`Customer accounts `" +#: ../../content/applications/websites/ecommerce/checkout.rst:53 +msgid "Removing the ability to add products to the cart is often used by businesses that want to display an online catalog but cannot share prices publicly (e.g., to offer custom or variable pricing)." msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:56 -msgid ":doc:`Portal access `" +msgid "To do so, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Products` section, tick :guilabel:`Prevent Sale of Zero Priced Product`. A new :guilabel:`Button url` field appears to enter a redirect URL." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:61 -msgid "Checkout steps" +#: ../../content/applications/websites/ecommerce/checkout.rst:60 +msgid "Then, for all products that should display the :guilabel:`Contact Us` button, set their price to `0` using the product form or a :doc:`pricelist <../../sales/sales/products_prices/prices/pricing>`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:63 -msgid "During the checkout process, customers are taken through the following steps:" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout.rst:65 -msgid ":ref:`Review order `" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout.rst:66 -msgid ":ref:`Delivery `" +#: ../../content/applications/websites/ecommerce/checkout.rst:-1 +msgid "Contact us button on product page" msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:67 -msgid ":ref:`Extra info (if enabled) `" +msgid "The :guilabel:`Contact Us` button label, URL, and the *Not Available For Sale* text beneath the product title and description can be modified on the product's page while in :guilabel:`Edit` mode." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:68 -msgid ":ref:`Payment `" +#: ../../content/applications/websites/ecommerce/checkout.rst:72 +msgid "Additional add to cart buttons" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:69 -msgid ":ref:`Order confirmation `" +#: ../../content/applications/websites/ecommerce/checkout.rst:74 +msgid "You can add additional :guilabel:`Add to Cart` buttons and link them to specific products on any website page." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:73 -msgid "Each step can be customized using the website editor: Click :guilabel:`Edit` to add :doc:`building blocks <../website/web_design/building_blocks>` from the :guilabel:`Blocks` tab or open to the :guilabel:`Customize` tab to enable various checkout options." +#: ../../content/applications/websites/ecommerce/checkout.rst:77 +msgid "To add them, open the website editor and place the :guilabel:`Add to Cart Button` inner content building block. Once placed, click the button, scroll to the :guilabel:`Add to Cart Button` section, and configure the following:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:78 -msgid "Content added through building blocks is **specific** to each step." +#: ../../content/applications/websites/ecommerce/checkout.rst:81 +msgid ":guilabel:`Product`: Select the product to link the button with." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:83 -msgid "Review order" +#: ../../content/applications/websites/ecommerce/checkout.rst:82 +msgid ":guilabel:`Action`: Choose if it should be an :guilabel:`Add to Cart` or :ref:`Buy Now ` button." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:85 -msgid "The :guilabel:`Review Order` step allows customers to see the items they added to their cart, adjust quantities, or :guilabel:`Remove` products. Information related to the product prices and taxes applied are also displayed. Customers can then click the :guilabel:`Checkout` button to continue to the :ref:`Delivery ` step." +#: ../../content/applications/websites/ecommerce/checkout.rst:86 +msgid "If the product has variants, either choose one or leave the option on :guilabel:`Visitor's Choice`, which prompts the customer to select a variant and then to :guilabel:`Proceed to Checkout` or :guilabel:`Continue Shopping`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:90 -msgid "Open the website editor to :ref:`enable ` checkout options such as:" +#: ../../content/applications/websites/ecommerce/checkout.rst:89 +msgid "The default :guilabel:`Add to Cart` button does not offer those options, but its label can be changed." msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:93 -msgid ":guilabel:`Suggested Accessories`: to showcase :ref:`accessory products `;" +msgid "While in :guilabel:`Edit` mode, it is also possible to show or hide the :icon:`fa-shopping-cart` (:guilabel:`cart`) icon in the page's header. Click the header and then the :icon:`fa-shopping-cart` (:guilabel:`cart`) button next to the :guilabel:`Show Empty` option under the :guilabel:`Customize` tab." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:95 -msgid ":guilabel:`Promo Code`: to allow customers to redeem :ref:`gift cards ` or apply :doc:`discount codes `;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout.rst:97 -msgid ":guilabel:`Add to Wishlist`: To allow signed-in users to remove a product from their cart and add it to their wishlist, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shop - Products` section, and enable :guilabel:`Wishlists`. The :guilabel:`Add to Wishlist` option is then enabled by default in the website editor." +#: ../../content/applications/websites/ecommerce/checkout.rst:101 +msgid "Buy now" msgstr "" #: ../../content/applications/websites/ecommerce/checkout.rst:103 -msgid "If a :doc:`fiscal position ` is detected automatically, the product tax is determined based on the customer's IP address." +msgid "To let customers choose to go to the :ref:`review order ` step directly, you can add an additional :guilabel:`Buy now` button. To do so, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout Process` section, tick the :guilabel:`Buy Now` feature." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:105 -msgid "If the installed :doc:`payment provider ` supports :ref:`express checkout `, a dedicated button is displayed, allowing customers to go straight from the cart to the confirmation page without filling out the contact form." +#: ../../content/applications/websites/ecommerce/checkout.rst:109 +msgid "Alternatively, enable the feature by going to any product's page while in :guilabel:`Edit` mode and, in the :guilabel:`Customize` tab, clicking the :icon:`fa-bolt` :guilabel:`Buy Now` button next to the :guilabel:`Cart` options." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:113 +#: ../../content/applications/websites/ecommerce/checkout.rst:-1 +msgid "Buy now button" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:119 +msgid "Re-order from portal" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:121 +msgid "You can let customers re-order items from previous sales orders from their customer portal using the :guilabel:`Order Again` button. To add it, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout Process` section, tick the :guilabel:`Re-order From Portal` feature." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:-1 +msgid "Re-order button" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:132 +msgid "Checkout policy" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:134 +msgid "To allow customers to checkout as guests or force them to sign in/create an account, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Checkout Process` section, and configure the :guilabel:`Sign in/up at checkout` setting. The following options are available:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:139 +msgid ":guilabel:`Optional`: Customers can check out as guests and register later via the order confirmation email to track their order." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:141 +msgid ":guilabel:`Disabled (buy as guest)`: Customers can checkout as guests without creating an account." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:142 +msgid ":guilabel:`Mandatory (no guest checkout)`: Customers must sign in or create an account at the :ref:`Review Order ` step to complete their purchase." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:146 +msgid "B2B access management" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:148 +msgid "To restrict checkout to selected B2B customers:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:150 +msgid "Go to :menuselection:`Website --> Configuration --> Settings`, and in the :guilabel:`Shop - Checkout Process` section, enable the :ref:`Mandatory (no guest checkout) ` option." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:153 +msgid "Scroll down to the :guilabel:`Privacy` section, go to :guilabel:`Customer Account`, and select :guilabel:`On invitation`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:155 +msgid "Go to :menuselection:`Website --> eCommerce --> Customers`, switch to the :guilabel:`List` view, and select the customers you wish to grant access to your :doc:`portal <../../general/users/portal>`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:158 +msgid "Click the :icon:`fa-cog` :guilabel:`Actions` button, then :guilabel:`Grant portal access`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:159 +msgid "Review the selected customers in the :guilabel:`Portal Access Management` pop-up and click :guilabel:`Grant Access`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:162 +msgid "Once done, the relevant customers receive an email confirming their account creation, including instructions on setting a password and activating their account." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:166 +msgid "You can revoke access or re-invite a customer using the related buttons in the :guilabel:`Portal Access Management` pop-up." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:168 +msgid "Users can only have one :doc:`portal access <../../general/users/portal>` per email." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:169 +msgid "Settings are website-specific, so you could set up a B2C website that allows guest checkout and a B2B website with mandatory sign-in." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:173 +msgid ":doc:`Customer accounts documentation `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:174 +msgid ":doc:`Portal access documentation <../../general/users/portal>`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:179 +msgid "Checkout steps" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:181 +msgid "During the checkout process, customers are taken through the following steps:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:183 +msgid ":ref:`Review order `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:184 +msgid ":ref:`Delivery `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:185 +msgid ":ref:`Extra info (if enabled) `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:186 +msgid ":ref:`Payment `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:187 +msgid ":ref:`Order confirmation `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:191 +msgid "Each step can be customized using the website editor by adding :doc:`building blocks <../website/web_design/building_blocks>` or opening the :guilabel:`Customize` tab to enable various checkout options." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:196 +msgid "Content added through building blocks is **specific** to each step." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:201 +msgid "Review order" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:203 +msgid "The :guilabel:`Review Order` step allows customers to see the items they added to their cart, adjust quantities, or :guilabel:`Remove` products. Information related to the product prices and taxes applied are also displayed. Customers can then click the :guilabel:`Checkout` button to continue to the :ref:`Delivery ` step." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:208 +msgid "Open the website editor to :ref:`enable ` checkout options such as:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:211 +msgid ":guilabel:`Suggested Accessories`: to showcase :ref:`accessory products `;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:213 +msgid ":guilabel:`Promo Code`: to allow customers to redeem :ref:`gift cards ` or apply :doc:`discount codes <../../sales/sales/products_prices/loyalty_discount>`;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:215 +msgid ":guilabel:`Add to Wishlist`: To allow signed-in users to remove a product from their cart and add it to their wishlist, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shop - Products` section, and enable :guilabel:`Wishlists`. The :guilabel:`Add to Wishlist` option is then enabled by default in the website editor." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:221 +msgid "If a :doc:`fiscal position <../../finance/fiscal_localizations>` is detected automatically, the product tax is determined based on the customer's IP address." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:223 +msgid "If the installed :doc:`payment provider <../../finance/payment_providers>` supports :ref:`express checkout `, a dedicated button is displayed, allowing customers to go straight from the cart to the confirmation page without filling out the contact form." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:231 #: ../../content/applications/websites/ecommerce/shipping.rst:3 msgid "Delivery" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:115 +#: ../../content/applications/websites/ecommerce/checkout.rst:233 msgid "Once they have reviewed their order:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:117 +#: ../../content/applications/websites/ecommerce/checkout.rst:235 msgid "Unsigned-in customers are prompted to :guilabel:`Sign in` or enter their :guilabel:`Email address`, along with their delivery address and phone details;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:119 +#: ../../content/applications/websites/ecommerce/checkout.rst:237 msgid "Signed-in customers can select the appropriate :guilabel:`Delivery address`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:121 +#: ../../content/applications/websites/ecommerce/checkout.rst:239 msgid "They can then :doc:`choose a delivery method `, select or enter their :guilabel:`Billing Address` (or toggle the :guilabel:`Same as delivery address` switch if the billing and delivery addresses are identical), and click :guilabel:`Confirm` to proceed to the next step." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:126 +#: ../../content/applications/websites/ecommerce/checkout.rst:244 msgid "For B2B customers, you can also :ref:`enable ` optional :guilabel:`VAT` and :guilabel:`Company name` fields by toggling the :guilabel:`Show B2B Fields` option in the website editor." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:133 +#: ../../content/applications/websites/ecommerce/checkout.rst:247 +msgid "You can add a checkbox for users without an account to sign up for a newsletter. To do so, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout Process` section, enable the :guilabel:`Newsletter` feature and select a :guilabel:`Newsletter List`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout.rst:255 msgid "Extra info" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:135 -msgid "You can add an :guilabel:`Extra Info` step in the checkout process to collect additional customer information through an online form, which is then included in the :ref:`sales order `. To do so :ref:`enable ` the :guilabel:`Extra Step` option in the website editor. The form can be :ref:`customized ` as needed." +#: ../../content/applications/websites/ecommerce/checkout.rst:257 +msgid "You can add an :guilabel:`Extra Info` step in the checkout process to collect additional customer information through an online form, which is then included in the :ref:`sales order `. To do so, :ref:`enable ` the :guilabel:`Extra Step` option in the website editor. The form can be :ref:`customized ` as needed." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:142 -msgid "Alternatively, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shop - Checkout Process` section, enable :guilabel:`Extra Step During Checkout`, and click :guilabel:`Save`. Click :icon:`fa-arrow-right` :guilabel:`Configure Form` to customize the form." +#: ../../content/applications/websites/ecommerce/checkout.rst:264 +msgid "Alternatively, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shop - Checkout Process` section, enable :guilabel:`Extra Step During Checkout`, and click :guilabel:`Save`. Click :icon:`fa-arrow-right` :guilabel:`Configure Form` to customize it." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:150 +#: ../../content/applications/websites/ecommerce/checkout.rst:271 msgid "Payment" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:152 +#: ../../content/applications/websites/ecommerce/checkout.rst:273 msgid "At the :guilabel:`Payment` step, customers :guilabel:`Choose a payment method`, enter their payment details, and click :guilabel:`Pay now`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:155 -msgid "You can require customers to agree to your :doc:`terms and conditions ` before payment. To :ref:`enable ` this option, go to the website editor and toggle the :guilabel:`Accept Terms & Conditions` feature." +#: ../../content/applications/websites/ecommerce/checkout.rst:276 +msgid "You can require customers to agree to your :doc:`terms and conditions <../../finance/accounting/customer_invoices/terms_conditions>` before payment. To :ref:`enable ` this option, go to the website editor and toggle the :guilabel:`Accept Terms & Conditions` feature." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:161 -msgid "Enable the :ref:`developer mode ` and click the :icon:`fa-bug` :guilabel:`bug` icon to display an :ref:`availability ` report for payment providers and payment methods, which helps diagnose potential availability issues on the payment form." +#: ../../content/applications/websites/ecommerce/checkout.rst:282 +msgid "Enable the :ref:`developer mode ` and click the :icon:`fa-bug` (:guilabel:`bug`) icon to display an :ref:`availability ` report for payment providers and payment methods, which helps diagnose potential availability issues on the payment form." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:169 +#: ../../content/applications/websites/ecommerce/checkout.rst:290 msgid "Order confirmation" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:171 +#: ../../content/applications/websites/ecommerce/checkout.rst:292 msgid "The final step of the checkout process is the :guilabel:`Order confirmation`, which provides a summary of the customer's purchase details." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout.rst:175 -msgid ":doc:`Order handling `" +#: ../../content/applications/websites/ecommerce/checkout.rst:296 +msgid ":doc:`Order handling documentation `" msgstr "" #: ../../content/applications/websites/ecommerce/customer_accounts.rst:3 @@ -784,6 +802,10 @@ msgstr "" msgid ":doc:`/applications/sales/sales/products_prices/ewallets_giftcards`" msgstr "" +#: ../../content/applications/websites/ecommerce/payments.rst:11 +msgid ":doc:`checkout`" +msgstr "" + #: ../../content/applications/websites/ecommerce/payments.rst:14 #: ../../content/applications/websites/website/configuration.rst:5 #: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 @@ -1078,218 +1100,221 @@ msgid "To feature a product, go to the :ref:`product form ` the page or :ref:`edit its images `." +#: ../../content/applications/websites/ecommerce/products.rst:146 +msgid "Product information" msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:149 -msgid "To access the backend **product form**, click the :icon:`fa-cog` :guilabel:`Product` button in the top-right corner of the product page. Alternatively, navigate to :menuselection:`Website --> eCommerce --> Products` and select the product. You can configure the product page from the form by adding :ref:`variants `, :ref:`digital documents `, or :ref:`translating ` content." +msgid "To add general information about a product, navigate to :menuselection:`Website --> eCommerce --> Products` and select the product. You can configure the product page from the form by adding :ref:`variants `, :ref:`digital documents `, or :ref:`translating ` content." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:156 +#: ../../content/applications/websites/ecommerce/products.rst:154 +msgid "You can also add an ecommerce-specific product description to be displayed below the product name on the product's page. To do so, go to the :guilabel:`Sales` tab, scroll down to the :guilabel:`Ecommerce description` section, and add a description. Use Odoo's :doc:`rich-text editor <../../essentials/html_editor>` features to personalize the content." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:160 msgid "Click the :guilabel:`Go to Website` smart button to return to the frontend product's page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:161 -#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 -msgid "Customization" -msgstr "" - #: ../../content/applications/websites/ecommerce/products.rst:163 -msgid "To customize a product page, click :guilabel:`Edit`. Go to the :guilabel:`Blocks` tab to add :doc:`building blocks <../../websites/website/web_design/building_blocks>`." +msgid "Product presentation" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:167 -msgid "When dragging and dropping a building block on the product page, placing it above or below the top or bottom blue lines makes it visible on all product pages." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products.rst:169 -msgid "You can edit any text on your website simply by clicking on it while in :guilabel:`Edit` mode." +#: ../../content/applications/websites/ecommerce/products.rst:165 +msgid "To customize the product presentation on the website, go to the :guilabel:`Shop` and click on the product. Click :guilabel:`Edit` to :ref:`customize ` the page, :ref:`edit its images ` or add :doc:`building blocks <../../websites/website/web_design/building_blocks>`." msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:171 -msgid "Go to the :guilabel:`Customize` tab to modify the page layout or add features:" +msgid "When dragging and dropping a building block on the product page, placing it above or below the top or bottom blue lines makes it visible on all product pages." msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:173 -msgid ":guilabel:`Terms and Conditions`: Toggle the switch to display a link to your :doc:`terms and conditions <../../finance/accounting/customer_invoices/terms_conditions>` on the product page." +msgid "You can edit any text on your website by clicking on it while in :guilabel:`Edit` mode." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:175 +msgid "Use the :guilabel:`Customize` tab to modify the page layout or add features:" msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:177 +msgid ":guilabel:`Terms and Conditions`: Toggle the switch to display a link to your :doc:`terms and conditions <../../finance/accounting/customer_invoices/terms_conditions>` on the product page." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:181 msgid ":guilabel:`Customers`:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:179 +#: ../../content/applications/websites/ecommerce/products.rst:183 msgid ":guilabel:`Rating`: Allow logged-in portal users to submit product reviews by clicking the stars below the product's name and sharing their experience in the :guilabel:`Customer Reviews` section at the bottom. Reviews are visible from the product page using the :icon:`fa-plus` (:guilabel:`plus`) icon next to the :guilabel:`Customer Reviews` heading or from the product form's chatter. To restrict visibility to internal employees, toggle the :guilabel:`Public` switch next to the review comment." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:185 +#: ../../content/applications/websites/ecommerce/products.rst:189 msgid ":guilabel:`Share`: Add social media and email icon buttons allowing customers to share the product through those channels." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:188 +#: ../../content/applications/websites/ecommerce/products.rst:192 msgid ":guilabel:`Select Quantity`: Toggle the switch to allow customers to select the product quantity they want to purchase." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:191 -msgid ":guilabel:`Tax indication`: Toggle the switch to indicate if the price is :ref:`VAT included or excluded `." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products.rst:194 -msgid ":guilabel:`Variants`: Show all possible product :ref:`variants ` vertically as a :guilabel:`Products List` or horizontally as selectable :guilabel:`Options` to compose the variant yourself." +#: ../../content/applications/websites/ecommerce/products.rst:195 +msgid ":guilabel:`Tax Indication`: Toggle the switch to indicate if the price is :ref:`VAT included or excluded `." msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:198 +msgid ":guilabel:`Variants`: Show all possible product :ref:`variants ` vertically as a :guilabel:`Products List` or horizontally as selectable :guilabel:`Options` to compose the variant yourself." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:202 msgid ":guilabel:`Product Tags`: Toggle the switch to display the :guilabel:`Product Template Tags` on the product page and allow customers to filter products using those tags." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:201 +#: ../../content/applications/websites/ecommerce/products.rst:205 msgid ":guilabel:`Cart`:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:203 +#: ../../content/applications/websites/ecommerce/products.rst:207 msgid ":guilabel:`Buy Now`: Add a :icon:`fa-bolt` :guilabel:`Buy Now` option to take the customer to the checkout page." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:205 +#: ../../content/applications/websites/ecommerce/products.rst:209 msgid ":guilabel:`Wishlist`: Add an :icon:`fa-heart-o` :guilabel:`Add to wishlist` option allowing logged-in customers to save products in a wishlist." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:207 +#: ../../content/applications/websites/ecommerce/products.rst:211 msgid ":guilabel:`Compare`: Add a :icon:`fa-exchange` :guilabel:`Compare` option, allowing customers to :ref:`compare products ` based on their attributes." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:210 +#: ../../content/applications/websites/ecommerce/products.rst:214 msgid ":guilabel:`Specification`: Select :guilabel:`Bottom of Page` to display a detailed list of the attributes and their values available for the product. This option only works for products with :ref:`variants ` if the :ref:`Product comparison tool ` is enabled in the Website :guilabel:`Settings`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:217 +#: ../../content/applications/websites/ecommerce/products.rst:221 msgid ":guilabel:`Variants`, :icon:`fa-heart-o` :guilabel:`Wishlist`, and :icon:`fa-exchange` :guilabel:`Compare` options must be enabled by going to :menuselection:`Website --> Configuration --> Settings`, in the :guilabel:`Shop - Products` section." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:221 +#: ../../content/applications/websites/ecommerce/products.rst:225 msgid "Enabled functions apply to all product pages." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:222 +#: ../../content/applications/websites/ecommerce/products.rst:226 msgid "Products with single values for their attributes do not generate variants but are still displayed in the :guilabel:`Product Specifications`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:228 -msgid "Image customization" -msgstr "" - -#: ../../content/applications/websites/ecommerce/products.rst:230 -msgid "To customize the images available on the product page, go to the :guilabel:`Customize` tab:" -msgstr "" - #: ../../content/applications/websites/ecommerce/products.rst:232 -msgid ":guilabel:`Images Width`: Changes the width of the product images displayed on the page." +msgid "Product images and videos" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:233 -msgid ":guilabel:`Layout`: The :guilabel:`Carousel` layout allows customers to navigate from one image to the next using the :icon:`fa-angle-left` (:guilabel:`left arrow`) or :icon:`fa-angle-right` (:guilabel:`right arrow`); whereas the :guilabel:`Grid` displays four images in a square layout." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products.rst:236 -msgid ":guilabel:`Image Zoom`: Select the zoom effect for product images: :guilabel:`Magnifier on hover` :guilabel:`Pop-up on Click`, :guilabel:`Both`, or :guilabel:`None`." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products.rst:238 -msgid ":guilabel:`Thumbnails`: Align thumbnails on the :icon:`fa-long-arrow-left` (:guilabel:`Left`) or" -msgstr "" - -#: ../../content/applications/websites/ecommerce/products.rst:239 -msgid "at the :icon:`fa-long-arrow-down` (:guilabel:`Bottom`)." -msgstr "" - -#: ../../content/applications/websites/ecommerce/products.rst:240 -msgid ":guilabel:`Main Image`: Click :guilabel:`Replace` to change the product's main image." +#: ../../content/applications/websites/ecommerce/products.rst:234 +msgid "To add more media items, such as images and videos, navigate to the :ref:`product form `, then go to the :guilabel:`Sales` tab and click :guilabel:`Add Media` under the :guilabel:`Ecommerce Media` section. In the :guilabel:`Select a media` pop-up window, go to the :guilabel:`Images` tab, select an image, click :guilabel:`Upload an image` or :guilabel:`Add URL`. Or navigate to the :guilabel:`Videos` tab, paste a video URL or embed code. Once done, click :guilabel:`Add`." msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:241 -msgid ":guilabel:`Extra Images`: :guilabel:`Add` extra images or videos (including via URL) or :guilabel:`Remove all` product images." +msgid "To customize the images or videos, go to the ecommerce product page, click :guilabel:`Edit` and select the relevant media. In the :guilabel:`Customize` tab, use the following features:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:244 +msgid ":guilabel:`Images Width`: Changes the width of the product images displayed on the page." msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:245 -msgid "Images must be in PNG or JPG format and with a minimum size of 1024x1024 to trigger the zoom." +msgid ":guilabel:`Layout`: The :guilabel:`Carousel` layout allows customers to navigate from one image to the next using the :icon:`fa-angle-left` (:guilabel:`left arrow`) or :icon:`fa-angle-right` (:guilabel:`right arrow`); whereas the :guilabel:`Grid` displays four images in a square layout." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:248 +msgid ":guilabel:`Image Zoom`: Select the zoom effect for product images: :guilabel:`Magnifier on hover` :guilabel:`Pop-up on Click`, :guilabel:`Both`, or :guilabel:`None`." msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:250 -msgid "Product variants" +msgid ":guilabel:`Thumbnails`: Align thumbnails on the :icon:`fa-long-arrow-left` (:guilabel:`Left`) or at the :icon:`fa-long-arrow-down` (:guilabel:`Bottom`)." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:252 -msgid ":doc:`Product variants <../../sales/sales/products_prices/products/variants>` are different versions of the same product, such as various colors or materials, with potential differences in price and availability." +#: ../../content/applications/websites/ecommerce/products.rst:253 +msgid ":guilabel:`Main Image`: Click :guilabel:`Replace` to change the product's main image." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:256 -msgid "To configure product variants for a product:" +#: ../../content/applications/websites/ecommerce/products.rst:254 +msgid ":guilabel:`Extra Images`: :guilabel:`Add` more extra images or videos (including via URL) or :guilabel:`Remove all`." msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:258 +msgid "Images must be in PNG or JPG format and with a minimum size of 1024x1024 to trigger the zoom." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:263 +msgid "Product variants" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:265 +msgid ":doc:`Product variants <../../sales/sales/products_prices/products/variants>` are different versions of the same product, such as various colors or materials, with potential differences in price and availability." +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:269 +msgid "To configure product variants for a product:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/products.rst:271 #: ../../content/applications/websites/ecommerce/shipping.rst:103 #: ../../content/applications/websites/website/configuration/multi_website.rst:26 #: ../../content/applications/websites/website/configuration/multi_website.rst:136 msgid "Go to :menuselection:`Website --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:259 +#: ../../content/applications/websites/ecommerce/products.rst:272 msgid "Scroll down to the :guilabel:`Shop - Products` section and enable the :guilabel:`Product Variants` feature." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:261 +#: ../../content/applications/websites/ecommerce/products.rst:274 msgid "Access the :ref:`product forms ` and go to the :guilabel:`Attributes & Variants` tab, where you can add attributes and values, allowing customers to configure and select product variants on the product page. For multiple attributes, you can combine them to create specific variants." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:266 +#: ../../content/applications/websites/ecommerce/products.rst:279 msgid "To display or hide an attribute on the :guilabel:`Shop` page and allow visitors to filter them, go to :menuselection:`Website --> eCommerce --> Attributes`, click on the attribute, and select :guilabel:`Visible` or :guilabel:`Hidden` in the :guilabel:`eCommerce Filter Visibility` field." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:271 +#: ../../content/applications/websites/ecommerce/products.rst:284 msgid "To display the product attributes on :ref:`the main Shop page `, set the :guilabel:`Attributes` feature to :guilabel:`Left` using the website editor." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:273 +#: ../../content/applications/websites/ecommerce/products.rst:286 msgid "To group attributes under the same section when :ref:`comparing products `, go to the :guilabel:`eCommerce Category` field and either select an :doc:`existing category or create a new one <../../websites/ecommerce/products>`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:279 +#: ../../content/applications/websites/ecommerce/products.rst:292 msgid "Two attribute values are needed to make the filter visible." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:282 +#: ../../content/applications/websites/ecommerce/products.rst:295 msgid ":doc:`Product variants <../../sales/sales/products_prices/products/variants>`" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:287 +#: ../../content/applications/websites/ecommerce/products.rst:300 msgid "Digital files" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:289 +#: ../../content/applications/websites/ecommerce/products.rst:302 msgid "You can link digital files like certificates, eBooks, or user manuals to the products. These documents are available :ref:`before payment ` on the product page or in the customer portal :ref:`after checkout `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:293 +#: ../../content/applications/websites/ecommerce/products.rst:307 msgid "To link a digital file to a product, go to the :ref:`product form ` and click the :guilabel:`Documents` smart button. Then, click :guilabel:`Upload` to upload a file directly, or for additional options, click :guilabel:`New`, then :guilabel:`Upload your file`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:298 +#: ../../content/applications/websites/ecommerce/products.rst:312 msgid "You can link a URL instead of a digital file. To do so, click :guilabel:`New`, go to the :guilabel:`Type` field, and select :guilabel:`URL`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:300 +#: ../../content/applications/websites/ecommerce/products.rst:314 msgid "To edit an existing file, click the :icon:`fa-ellipsis-v` (:guilabel:`dropdown menu`) in the top-right corner of the document card and click :guilabel:`Edit`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:306 +#: ../../content/applications/websites/ecommerce/products.rst:320 msgid "Digital files available before payment" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:308 +#: ../../content/applications/websites/ecommerce/products.rst:322 msgid "To make the file available on the product page (before payment), leave the :guilabel:`Visibility` field blank and toggle the :guilabel:`Show on product page` switch." msgstr "" @@ -1297,103 +1322,103 @@ msgstr "" msgid "digital file available before payment on the product page" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:317 +#: ../../content/applications/websites/ecommerce/products.rst:331 msgid "Digital files available after payment" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:319 +#: ../../content/applications/websites/ecommerce/products.rst:333 msgid "To make the file available (after payment), set the :guilabel:`Visibility` field to :guilabel:`Confirmed order` and turn off the :guilabel:`Show on product page` switch." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:325 +#: ../../content/applications/websites/ecommerce/products.rst:339 msgid "Translation" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:327 +#: ../../content/applications/websites/ecommerce/products.rst:341 msgid "If multiple languages are available on your website, you can translate a product's information directly on the :ref:`product form `. Fields that support multiple languages are identifiable by their abbreviation language (e.g., EN) next to their field." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:331 +#: ../../content/applications/websites/ecommerce/products.rst:345 msgid "The eCommerce-related fields to translate are:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:333 +#: ../../content/applications/websites/ecommerce/products.rst:347 msgid ":guilabel:`Product name`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:334 +#: ../../content/applications/websites/ecommerce/products.rst:348 msgid ":guilabel:`Out-of-Stock Message` (under the :guilabel:`Sales` tab)." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:335 +#: ../../content/applications/websites/ecommerce/products.rst:349 msgid ":guilabel:`Sales Description` (under the :guilabel:`Sales` tab)." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:338 +#: ../../content/applications/websites/ecommerce/products.rst:352 msgid "Having untranslated content on a web page may be detrimental to the user experience and :doc:`SEO <../../websites/website/pages/seo>`. You can use the :doc:`Translate <../website/configuration/translate>` feature to translate the page's content." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:341 +#: ../../content/applications/websites/ecommerce/products.rst:355 msgid "To check the language(s) of your website, go to :menuselection:`Website --> Configuration --> Settings` and go to the :guilabel:`Website Info` section." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:347 +#: ../../content/applications/websites/ecommerce/products.rst:361 msgid "Website availability" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:349 +#: ../../content/applications/websites/ecommerce/products.rst:363 msgid "To set the product's website availability, navigate to the :ref:`product form `, go to the :guilabel:`Sales` tab, and in the :guilabel:`eCommerce shop` section, select the :guilabel:`Website` you wish the product to be available on. Leave the field blank to make the product available on *all* websites." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:355 +#: ../../content/applications/websites/ecommerce/products.rst:369 msgid "You can make a product available on either *one* website or *all* websites, but selecting only *some* websites is not possible." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:361 +#: ../../content/applications/websites/ecommerce/products.rst:375 msgid "Stock management" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:363 +#: ../../content/applications/websites/ecommerce/products.rst:377 msgid "To enable and configure inventory management options, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section and the :guilabel:`Inventory Defaults` sub-section." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:368 +#: ../../content/applications/websites/ecommerce/products.rst:382 msgid "The **Inventory** app must be installed to see the inventory management options." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:369 +#: ../../content/applications/websites/ecommerce/products.rst:383 msgid "To display the stock level on the product page, the :guilabel:`Product Type` field must be set to :guilabel:`Storable` in the :ref:`product form `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:373 +#: ../../content/applications/websites/ecommerce/products.rst:387 msgid "Inventory" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:375 +#: ../../content/applications/websites/ecommerce/products.rst:389 msgid "In the :guilabel:`Inventory Defaults` sub-section, fill in those fields:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:377 +#: ../../content/applications/websites/ecommerce/products.rst:391 msgid ":doc:`Warehouse <../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses>`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:378 +#: ../../content/applications/websites/ecommerce/products.rst:392 msgid ":guilabel:`Out-of-Stock`: Enable :guilabel:`Continue Selling` to allow customers to place orders even when the product is **out of stock**. Leave the box unchecked to **prevent orders**." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:380 +#: ../../content/applications/websites/ecommerce/products.rst:394 msgid ":guilabel:`Show Available Qty`: Displays the available quantity left under a specified threshold on the product page. The available quantity is calculated based on the :guilabel:`On hand` quantity minus the quantity already reserved for outgoing transfers." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:387 +#: ../../content/applications/websites/ecommerce/products.rst:401 msgid "Product comparison" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:389 +#: ../../content/applications/websites/ecommerce/products.rst:403 msgid "To allow website visitors to compare products based on their attributes, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`Shop - Products` section, and enable :guilabel:`Product Comparison Tool`." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:393 +#: ../../content/applications/websites/ecommerce/products.rst:407 msgid "The :icon:`fa-exchange` (:guilabel:`Compare`) icon is now available on each product card on the main shop page when customers hover their mouse over it. To compare products, customers can click the :icon:`fa-exchange` (:guilabel:`Compare`) option on the products they want to compare, then click :icon:`fa-exchange` :guilabel:`Compare` in the pop-up window at the bottom of the page to reach the comparison summary." msgstr "" @@ -1401,11 +1426,11 @@ msgstr "" msgid "Product comparison window" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:403 +#: ../../content/applications/websites/ecommerce/products.rst:417 msgid "The :guilabel:`Product Comparison Tool` is only available for products with :ref:`attributes `." msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:405 +#: ../../content/applications/websites/ecommerce/products.rst:419 msgid "Selecting the :icon:`fa-exchange` (:guilabel:`Compare`) option from a product page is also possible." msgstr "" @@ -1602,7 +1627,7 @@ msgid "You can access and enable additional feature buttons such as **add to car msgstr "" #: ../../content/applications/websites/ecommerce/products/catalog.rst:171 -msgid ":guilabel:`Add to Cart`: adds a button to :doc:`add the product to the cart <../cart>`;" +msgid ":guilabel:`Add to Cart`: adds a button to :doc:`add the product to the cart <../checkout>`;" msgstr "" #: ../../content/applications/websites/ecommerce/products/catalog.rst:173 @@ -3451,27 +3476,27 @@ msgstr "" msgid "View of the chat window with a helpdesk ticket created in Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:19 +#: ../../content/applications/websites/livechat/chatbots.rst:18 msgid "Build a chatbot" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:21 -msgid "Before creating a new chatbot, the *Live Chat* application must first be installed on the database. This can be done directly from the :menuselection:`Apps` application, by searching for `Live Chat` in the :guilabel:`Search...` bar, and clicking :guilabel:`Install`." +#: ../../content/applications/websites/livechat/chatbots.rst:20 +msgid "Before creating a new chatbot, the **Live Chat** application must first be :ref:`installed `." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:25 -msgid "Once the *Live Chat* application has been installed on the database, go to :menuselection:`Live Chat app --> Configuration --> Chatbots`." +#: ../../content/applications/websites/livechat/chatbots.rst:23 +msgid "After the **Live Chat** application has been installed on the database, go to :menuselection:`Live Chat app --> Configuration --> Chatbots`." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:29 -msgid "When the *Live Chat* app is installed, a sample chatbot is created, named *Welcome Bot*. This chatbot has a preconfigured script that walks through a few basic steps, including asking for a visitor's email address, and forwarding the conversation to an operator." +#: ../../content/applications/websites/livechat/chatbots.rst:27 +msgid "When the **Live Chat** app is installed, a sample chatbot is created, named *Welcome Bot*. This chatbot has a preconfigured script that walks through a few basic steps, including asking for a visitor's email address, and forwarding the conversation to an operator." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:33 +#: ../../content/applications/websites/livechat/chatbots.rst:31 msgid "*Welcome Bot* can be used as a starting point. The existing steps can be edited or removed, and new steps can be added to customize the script, as needed." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:36 +#: ../../content/applications/websites/livechat/chatbots.rst:34 msgid "*Welcome Bot* can be deleted or archived, if necessary." msgstr "" @@ -3479,119 +3504,111 @@ msgstr "" msgid "View of the Welcome Bot script in Odoo Live Chat." msgstr "" +#: ../../content/applications/websites/livechat/chatbots.rst:39 +msgid "To create a new chatbot, navigate to the :guilabel:`Chatbot` page (:menuselection:`Live Chat app --> Configuration --> Chatbots`) and click :guilabel:`New` to open a blank chatbot details page." +msgstr "" + #: ../../content/applications/websites/livechat/chatbots.rst:42 -msgid "To create a new chatbot, navigate to the :guilabel:`Chatbot` page (:menuselection:`Live Chat app --> Configuration --> Chatbots`) and click :guilabel:`New`. This opens a blank chatbot details page." +msgid "Enter a name in the :guilabel:`Chatbot Name` field and hover over the image on the right. Click on the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears to add a photo." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:45 -msgid "On the blank chatbot details page, enter a name in the :guilabel:`Chatbot Name` field and click on the :guilabel:`Edit Image` icon in the upper right corner of the form to add a photo." -msgstr "" - -#: ../../content/applications/websites/livechat/chatbots.rst:49 +#: ../../content/applications/websites/livechat/chatbots.rst:46 msgid "Chatbot scripts" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:51 -msgid "After the new chatbot has been created and named, the next step is to create a script. Chatbot conversations follow an accompanying script. These scripts are comprised of lines of dialog, each designed to deliver or capture information." +#: ../../content/applications/websites/livechat/chatbots.rst:48 +msgid "After the new chatbot has been created and named, the next step is to create a script. Chatbot conversations follow an accompanying script, comprised of lines of dialog. Each line is designed to either deliver or capture information." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:55 -msgid "To create a chatbot script, click :guilabel:`Add a Line` in the :guilabel:`Script` tab of the chatbot detail page, and a :guilabel:`Create Script Steps` modal appears." +#: ../../content/applications/websites/livechat/chatbots.rst:52 +msgid "To create a chatbot script, click :guilabel:`Add a Line` in the :guilabel:`Script` tab of the chatbot detail page, and a :guilabel:`Create Script Steps` pop-up window appears. This form must be filled out for each line of text (dialog) that the chatbot could potentially deliver during the conversation." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:59 -msgid "This form must be filled out for **each** line of text (dialog) that the chatbot could deliver during the conversation." +#: ../../content/applications/websites/livechat/chatbots.rst:57 +msgid "First, enter the content of the message in the :guilabel:`Message` field. Then, select an option from the :guilabel:`Step Type` and :ref:`Only If ` drop-down menus." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:62 -msgid "First, enter the content of the message in the :guilabel:`Message` field. Then, select an option from the :guilabel:`Step Type` and :guilabel:`Only If` drop-down menus." -msgstr "" - -#: ../../content/applications/websites/livechat/chatbots.rst:66 +#: ../../content/applications/websites/livechat/chatbots.rst:61 msgid "Step types" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:68 -msgid "The :guilabel:`Step Type` selected depends on the intended purpose of the message. The available options in the :guilabel:`Step Type` drop-down menu are detailed below:" +#: ../../content/applications/websites/livechat/chatbots.rst:63 +msgid "The :guilabel:`Step Type` selected depends on the intended purpose of the message. The available options in the :guilabel:`Step Type` drop-down menu are detailed below." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:72 +#: ../../content/applications/websites/livechat/chatbots.rst:67 msgid "Text" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:74 +#: ../../content/applications/websites/livechat/chatbots.rst:69 msgid "This step is used for messages where no answer is expected or necessary. Text steps can be used for greetings, to offer resources, such as documentation, or provide links to specific web pages." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:78 -msgid "*Text* step types are only intended to deliver information, and do **not** allow for any visitor input. As such, they **must** be followed by additional steps to continue the conversation." +#: ../../content/applications/websites/livechat/chatbots.rst:73 +msgid "*Text* step types are only intended to deliver information, and do not allow for any visitor input. As such, they must be followed by additional steps to continue the conversation." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:82 +#: ../../content/applications/websites/livechat/chatbots.rst:77 msgid "Question" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:84 +#: ../../content/applications/websites/livechat/chatbots.rst:79 msgid "This step asks a question and provides a set of answers. The visitor clicks on one answer, which either leads to a new step in the conversation, or can lead to an optional link to a new webpage." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:87 +#: ../../content/applications/websites/livechat/chatbots.rst:82 msgid "Enter the question in the :guilabel:`Message` field. Then, under the :guilabel:`Answer` heading, click :guilabel:`Add a Line` to create a blank answer line." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:90 +#: ../../content/applications/websites/livechat/chatbots.rst:85 msgid "Proceed to enter the answer as it should appear to the visitor. To turn the answer into a link that redirects the visitor when selected, add the URL to the answer line under the :guilabel:`Optional Link` heading." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:94 -msgid "Repeat these steps for every answer to be included for the question." +#: ../../content/applications/websites/livechat/chatbots.rst:89 +msgid "Repeat these steps for every answer to be included for the question. Click :guilabel:`Save & Close` or :guilabel:`Save & New` when finished." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:96 -msgid "Click :guilabel:`Save & Close` or :guilabel:`Save & New`." +#: ../../content/applications/websites/livechat/chatbots.rst:93 +msgid "It is helpful to add a catchall answer to question steps (e.g: `Something else`). This helps visitors continue the conversation, even if their needs do not fit with any of the other answers." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:99 -msgid "It is helpful to add a catchall answer to question steps (e.g: `Something else`). This helps visitors continue the conversation, even if their needs do not exactly fit with any of the other answers." -msgstr "" - -#: ../../content/applications/websites/livechat/chatbots.rst:104 +#: ../../content/applications/websites/livechat/chatbots.rst:97 msgid "Email" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:106 +#: ../../content/applications/websites/livechat/chatbots.rst:99 msgid "This step prompts visitors to provide their email address, which is stored and can be used by team members later to follow up with additional information." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:109 -msgid "The **only** accepted inputs for this step type are email addresses that are in a valid format. If a visitor attempts to enter anything other than a valid email address, the chatbot responds with a message stating it does not recognize the information submitted." +#: ../../content/applications/websites/livechat/chatbots.rst:102 +msgid "The only accepted inputs for this step type are email addresses that are in a valid format. If a visitor attempts to enter anything other than a valid email address, the chatbot responds with a message stating it does not recognize the information submitted." msgstr "" #: ../../content/applications/websites/livechat/chatbots.rst:-1 msgid "View of a chatbot responding to an invalid email." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:118 +#: ../../content/applications/websites/livechat/chatbots.rst:110 msgid "Phone" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:120 +#: ../../content/applications/websites/livechat/chatbots.rst:112 msgid "Similar to email, this step type prompts the visitor to enter their phone number, which can be used to follow up with additional information, schedule demos, and more." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:124 -msgid "Due to the vast number of formats used for phone numbers worldwide, responses to this step type are **not** validated for formatting, and can include both numbers and special characters." +#: ../../content/applications/websites/livechat/chatbots.rst:116 +msgid "Due to the vast number of formats used for phone numbers worldwide, responses to this step type are not validated for formatting, and can include both numbers and special characters." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:128 +#: ../../content/applications/websites/livechat/chatbots.rst:120 msgid "Forward to Operator" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:130 +#: ../../content/applications/websites/livechat/chatbots.rst:122 msgid "This step forwards the conversation to an active live chat operator, so they can continue assisting the visitor. As the conversation transcript is passed on to the operator, they can pick up where the chatbot left off. This not only saves time for all parties involved, it can also help qualify conversations before they reach live operators." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:136 +#: ../../content/applications/websites/livechat/chatbots.rst:128 msgid "If no active operator is available on the channel, the chatbot continues the conversation with the visitor. Therefore, additional steps should be added after this one to ensure there is no abrupt end to the conversation. The additional steps can both inform visitors about the lack of available operators (e.g. `Uh-oh, it looks like none of our operators are available`) and continue the conversation (e.g. `Would you like to leave your email address?`)." msgstr "" @@ -3599,120 +3616,128 @@ msgstr "" msgid "View of a chatbot follow up messages when no live chat operator is available." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:147 +#: ../../content/applications/websites/livechat/chatbots.rst:138 msgid "Free Input/Multi-Line" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:149 +#: ../../content/applications/websites/livechat/chatbots.rst:140 msgid "The *free input* step allows visitors to respond to questions without providing pre-written responses. Information provided in these responses is stored in the chat transcripts." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:152 +#: ../../content/applications/websites/livechat/chatbots.rst:143 msgid "Choose between :guilabel:`Free Input` and :guilabel:`Free Input (Multi-Line)` depending on the type and amount of information the visitor is asked to provide." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:156 +#: ../../content/applications/websites/livechat/chatbots.rst:147 msgid "Create Lead" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:158 -msgid "This step creates a lead in the *CRM* application. Select an option from the :guilabel:`Sales Team` drop-down field that appears to assign the created lead to a specific team." +#: ../../content/applications/websites/livechat/chatbots.rst:149 +msgid "This step creates a lead in the **CRM** application. Select an option from the :guilabel:`Sales Team` drop-down field that appears to assign the created lead to a specific team." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:162 -msgid "This step is **only** available if the *CRM* application is installed on the database." +#: ../../content/applications/websites/livechat/chatbots.rst:153 +msgid "This step is only available if the **CRM** application is installed on the database." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:165 +#: ../../content/applications/websites/livechat/chatbots.rst:156 msgid "Create Ticket" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:167 -msgid "This step creates a :doc:`ticket <../../services/helpdesk/overview/receiving_tickets>` in the *Helpdesk* application. Select an option from the :guilabel:`Helpdesk Team` drop-down field that appears to assign the created ticket to a specific team." +#: ../../content/applications/websites/livechat/chatbots.rst:158 +msgid "This step creates a :doc:`ticket <../../services/helpdesk/overview/receiving_tickets>` in the **Helpdesk** application. Select an option from the :guilabel:`Helpdesk Team` drop-down field that appears to assign the created ticket to a specific team." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:172 -msgid "This step is **only** available if the *Helpdesk* application is installed on the database." +#: ../../content/applications/websites/livechat/chatbots.rst:163 +msgid "This step is only available if the **Helpdesk** application is installed on the database." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:175 +#: ../../content/applications/websites/livechat/chatbots.rst:168 msgid "Only if" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:177 +#: ../../content/applications/websites/livechat/chatbots.rst:170 msgid "Chatbot scripts operate on an if/then basis, which means the next question presented to the visitor is determined by the answer provided to the previous question." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:180 -msgid "To continue the progression of the conversation, the :guilabel:`Create Script Steps` form for a new step contains a field labeled :guilabel:`Only If`. This field is where the progression of questions is defined." +#: ../../content/applications/websites/livechat/chatbots.rst:173 +msgid "To continue the progression of the conversation, the :guilabel:`Create Script Steps` form for a new step contains a field labeled :guilabel:`Only If`. This field is where the progression of questions are defined." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:184 -msgid "If a step is intended to follow all of the previous messages, this field can be left empty. However, if a message should **only** be sent conditionally, based on a previous response, or several previous responses, those responses **must** be added to this field." +#: ../../content/applications/websites/livechat/chatbots.rst:177 +msgid "If a step is intended to follow all of the previous messages, this field can be left empty. However, if a message should only be sent conditionally, based on a previous response, or several previous responses, those responses **must** be added to this field." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:189 -msgid "If any selections are made in the :guilabel:`Only If` field, they must **all** be selected during the conversation *before* this step will be included. Only include selections in this field if they are necessary for this step to be displayed." +#: ../../content/applications/websites/livechat/chatbots.rst:182 +msgid "If any selections are made in the :guilabel:`Only If` field, they must all be selected during the conversation before this step is included. Only include selections in this field if they are necessary for this step to be displayed." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:194 -msgid "In the *Welcome Bot* script, a visitor can ask about pricing information. If the visitor selects this response, a step is included to forward the conversation to an operator. The chatbot first sends a message informing the visitor that it is checking to see if an operator is available to chat." +#: ../../content/applications/websites/livechat/chatbots.rst:187 +msgid "In the *Welcome Bot* script, a visitor can ask about pricing information. If the visitor selects this response, a step is included to forward the conversation to an operator. The chatbot first sends a message informing the visitor that it is checking to see if an operator is available to assist with pricing information." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:199 -msgid "However, this message should **only** be delivered if the visitor requests pricing information. In that situation, the conversation would proceed as below:" +#: ../../content/applications/websites/livechat/chatbots.rst:192 +msgid "However, this message should only be delivered if the visitor requests pricing information. In that situation, the conversation would proceed as below:" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:202 +#: ../../content/applications/websites/livechat/chatbots.rst:195 msgid "Welcome Bot: \"*What are you looking for?*\"" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:203 +#: ../../content/applications/websites/livechat/chatbots.rst:196 msgid "Visitor: \"**I have a pricing question.**\"" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:204 +#: ../../content/applications/websites/livechat/chatbots.rst:197 msgid "Welcome Bot: \"*Hmmm, let me check if I can find someone that could help you with that...*\"" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:206 -msgid "In the details form for the :guilabel:`Text` step, the *I have a pricing question* response has been selected in the :guilabel:`Only If` field. As such, this step is **only** shown in conversations where that response has been selected." +#: ../../content/applications/websites/livechat/chatbots.rst:199 +msgid "In the details form for the :guilabel:`Text` step, the *I have a pricing question* response has been selected in the :guilabel:`Only If` field. As such, this step is only shown in conversations where that response has been selected." msgstr "" #: ../../content/applications/websites/livechat/chatbots.rst:0 msgid "View of the new message form emphasizing the Only If field." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:215 +#: ../../content/applications/websites/livechat/chatbots.rst:207 msgid "Script testing" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:217 +#: ../../content/applications/websites/livechat/chatbots.rst:209 msgid "To ensure all visitors have a satisfactory experience with the chatbot, each message needs to lead to a natural conclusion. Chatbot scripts should be tested to confirm there are no dead-ends, and to understand what the visitor sees when they interact with the chatbot." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:222 -msgid "If the visitor provides an answer, or input, that is **not** assigned a corresponding follow-up response, the conversation stops (*dead-ends*). Since the visitor cannot re-engage the chatbot, they must restart the conversation by refreshing the chat window, or their browser." +#: ../../content/applications/websites/livechat/chatbots.rst:214 +msgid "If the visitor provides an answer, or input, that is not assigned a corresponding follow-up response, the conversation stops (*dead-ends*). Since the visitor cannot re-engage the chatbot, they must restart the conversation by refreshing the chat window, or their browser. They may also click on the :icon:`fa-refresh` :guilabel:`(refresh)` icon at the top of the message window." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:226 +#: ../../content/applications/websites/livechat/chatbots.rst:0 +msgid "The refresh button at the top of the message window." +msgstr "" + +#: ../../content/applications/websites/livechat/chatbots.rst:222 +msgid "The :icon:`fa-refresh` (refresh) icon only appears when the chatbot script has reached a dead-end." +msgstr "" + +#: ../../content/applications/websites/livechat/chatbots.rst:225 msgid "To test the performance of a chatbot, first click on the :guilabel:`Test` button at the top-left of the chatbot script page. Then, upon being redirected to the testing screen, answer the chatbot prompts the same way a potential site visitor would." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:230 -msgid "When the script has reached an end-point, the message *Conversation ended...Restart* appears at the bottom of the chat window. To begin the conversation at the beginning of the script, click on :guilabel:`Restart`. To return to the script page, click :guilabel:`Back to edit mode` at the top of the page." +#: ../../content/applications/websites/livechat/chatbots.rst:229 +msgid "When the script has reached an end-point, the message *Conversation ended...* appears at the bottom of the chat window. To begin the conversation at the beginning of the script, click on the :icon:`fa-refresh` :guilabel:`(refresh)` icon at the top of the message window. To return to the script page, click :guilabel:`Back to edit mode` at the top of the page." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:236 +#: ../../content/applications/websites/livechat/chatbots.rst:235 msgid "Add chatbot to a channel" msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:238 +#: ../../content/applications/websites/livechat/chatbots.rst:237 msgid "After a chatbot has been created and tested, it needs to be added to a live chat channel." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:240 -msgid "First, open the :menuselection:`Live Chat` application, find the Kanban card for the appropriate live chat channel, hover over it, and click the :guilabel:`⋮ (three dots)` icon to open the drop-down menu. Click :guilabel:`Configure Channel` to open the channel detail form." +#: ../../content/applications/websites/livechat/chatbots.rst:239 +msgid "First, open the :menuselection:`Live Chat` application, find the Kanban card for the appropriate live chat channel, hover over it, and click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon to open the drop-down menu. Click :guilabel:`Configure Channel` to open the channel detail form." msgstr "" #: ../../content/applications/websites/livechat/chatbots.rst:245 @@ -3724,18 +3749,18 @@ msgid "Click on the :guilabel:`Channel Rules` tab. Then, open an existing rule, msgstr "" #: ../../content/applications/websites/livechat/chatbots.rst:251 -msgid "On the :guilabel:`Create Rules` modal, choose the appropriate chatbot in the :guilabel:`Chatbot` field." +msgid "On the :guilabel:`Create Rules` pop-up window, choose the appropriate chatbot in the :guilabel:`Chatbot` field." msgstr "" #: ../../content/applications/websites/livechat/chatbots.rst:254 -msgid "If the chatbot should **only** be active if there are no live chat operators available, check the box labeled :guilabel:`Enabled only if no operator`." +msgid "If the chatbot should only be active if there are no live chat operators available, check the box labeled :guilabel:`Enabled only if no operator`." msgstr "" #: ../../content/applications/websites/livechat/chatbots.rst:-1 msgid "View of the channel rules emphasizing the chatbot field." msgstr "" -#: ../../content/applications/websites/livechat/chatbots.rst:262 +#: ../../content/applications/websites/livechat/chatbots.rst:261 msgid ":doc:`Live chat channel rules `" msgstr "" @@ -4028,176 +4053,176 @@ msgid "Reports" msgstr "" #: ../../content/applications/websites/livechat/reports.rst:5 -msgid "Odoo *Live Chat* includes several reports that allow for the monitoring of operator performance and the identification of trends in customer conversations." +msgid "Odoo **Live Chat** includes several reports that allow for the monitoring of operator performance and the identification of trends in customer conversations." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:9 -msgid "Available reports" +#: ../../content/applications/websites/livechat/reports.rst:8 +msgid "The following reports are included in the **Live Chat** app:" msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:11 -msgid "The following reports are included in the *Live Chat* app:" -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:13 +#: ../../content/applications/websites/livechat/reports.rst:10 msgid ":ref:`Sessions History `" msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:14 +#: ../../content/applications/websites/livechat/reports.rst:11 msgid ":ref:`Session Statistics `" msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:15 +#: ../../content/applications/websites/livechat/reports.rst:12 msgid ":ref:`Operator Analysis `" msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:18 -msgid "The *Live Chat Ratings Report* can also be accessed through the :guilabel:`Report` menu. For more information on this report, and on the *Live Chat* rating process, see :doc:`Live Chat Ratings <../livechat/ratings>`." +#: ../../content/applications/websites/livechat/reports.rst:15 +msgid "The *Live Chat Ratings Report* can also be accessed through the :guilabel:`Report` menu. For more information on this report, and on the **Live Chat** rating process, see :doc:`Live Chat Ratings <../livechat/ratings>`." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:22 +#: ../../content/applications/websites/livechat/reports.rst:19 msgid "To access a drop-down menu of all the available reports, navigate to :menuselection:`Live Chat app --> Report`." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:28 +#: ../../content/applications/websites/livechat/reports.rst:25 msgid "Sessions History" msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:30 +#: ../../content/applications/websites/livechat/reports.rst:27 msgid "The *Sessions History* report displays an overview of live chat sessions, including session dates, participant name and country, session duration, the number of messages, and the rating. It also provides access to the complete transcripts of live chat sessions." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:34 -msgid "To access this report, navigate to :menuselection:`Live Chat app --> Report --> Sessions History`." +#: ../../content/applications/websites/livechat/reports.rst:31 +msgid "To access this report, navigate to :menuselection:`Live Chat app --> Report --> Sessions History`. Each live chat session is represented by a Kanban card." msgstr "" #: ../../content/applications/websites/livechat/reports.rst:-1 msgid "Example of the Sessions History report from the Live Chat application." msgstr "" +#: ../../content/applications/websites/livechat/reports.rst:37 +msgid "To view the transcript from a specific session, click the Kanban card. This opens the *Discuss* thread for the conversation." +msgstr "" + #: ../../content/applications/websites/livechat/reports.rst:40 -msgid "The information in this report can be exported, or inserted into a spreadsheet." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:42 -msgid "Click the :guilabel:`⚙️ (gear)` icon to the right of the :guilabel:`History` page title, in the top-left corner. Doing so reveals a drop-down menu." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:45 -msgid "From the drop-down menu, click :guilabel:`Export All` to export all sessions to a spreadsheet, or :guilabel:`Insert list in spreadsheet` to insert the information in a new, or existing, spreadsheet." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:48 -msgid "To only export select sessions, first select the desired sessions to be exported from the list, by clicking the checkbox to the left of each individual session. With the sessions selected, click the :guilabel:`⚙️ (gear) Actions` icon in the top-center of the page, and click :guilabel:`Export` or :guilabel:`Insert list in spreadsheet`." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:53 -msgid "To view the transcript of an individual conversation, click anywhere on the entry line. This opens the *Discuss* thread for the conversation." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:56 -msgid "In the *Discuss* thread, the conversation view displays the entire transcript of the conversation. At the top of the conversation, there is a list of the web pages the visitor browsed before beginning their chat session, along with corresponding time stamps. If the visitor left a rating, it is included at the end of the transcript." +msgid "In the *Discuss* thread, the conversation view displays the entire transcript of the conversation. If the visitor left a rating, it is included at the end of the transcript." msgstr "" #: ../../content/applications/websites/livechat/reports.rst:-1 msgid "View of the chat transcript in the Discuss application." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:68 +#: ../../content/applications/websites/livechat/reports.rst:47 +msgid "Export sessions history" +msgstr "" + +#: ../../content/applications/websites/livechat/reports.rst:49 +msgid "The information in this report can be exported, or inserted into a spreadsheet." +msgstr "" + +#: ../../content/applications/websites/livechat/reports.rst:51 +msgid "On the *Sessions History* report, click the :icon:`oi-view-list` :guilabel:`(List)` icon to switch to list view. Next, click the :icon:`fa-cog` :guilabel:`(gear)` icon to the right of the :guilabel:`History` page title to reveal a drop-down menu." +msgstr "" + +#: ../../content/applications/websites/livechat/reports.rst:55 +msgid "From the drop-down menu, click :guilabel:`Export All` to export all sessions to a spreadsheet, or :guilabel:`Insert list in spreadsheet` to insert the information in a new, or existing, spreadsheet." +msgstr "" + +#: ../../content/applications/websites/livechat/reports.rst:58 +msgid "To only export select sessions, first select the desired sessions to be exported from the list, by clicking the checkbox to the left of each individual session. With the sessions selected, click the :icon:`fa-cog` :guilabel:`Actions` icon at the top of the page, and click :guilabel:`Export` or :guilabel:`Insert list in spreadsheet`." +msgstr "" + +#: ../../content/applications/websites/livechat/reports.rst:66 msgid "Session Statistics" msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:70 +#: ../../content/applications/websites/livechat/reports.rst:68 msgid "The *Session Statistics* report provides a statistical overview of live chat sessions. The default view for this report displays sessions grouped by the date of creation." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:73 +#: ../../content/applications/websites/livechat/reports.rst:71 msgid "To access this report, navigate to :menuselection:`Live Chat app --> Reports --> Session Statistics`." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:80 +#: ../../content/applications/websites/livechat/reports.rst:77 msgid "Example of the Sessions Statistics report from the Live Chat application." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:80 +#: ../../content/applications/websites/livechat/reports.rst:77 msgid "The stacked bar graph view of the *Session Statistics* report, with results grouped by Creation Date (hour), then by rating." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:83 -#: ../../content/applications/websites/livechat/reports.rst:115 +#: ../../content/applications/websites/livechat/reports.rst:80 +#: ../../content/applications/websites/livechat/reports.rst:112 msgid "To view a different measure, click the :guilabel:`Measures` drop-down menu at the top-left of the report. The measures available for this report include:" msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:86 +#: ../../content/applications/websites/livechat/reports.rst:83 msgid ":guilabel:`# of speakers`: number of participants in the conversation." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:87 +#: ../../content/applications/websites/livechat/reports.rst:84 msgid ":guilabel:`Days of activity`: number of days since the operator's first session." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:88 +#: ../../content/applications/websites/livechat/reports.rst:85 msgid ":guilabel:`Duration of Session (min)`: the duration of a conversation, in minutes." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:89 +#: ../../content/applications/websites/livechat/reports.rst:86 msgid ":guilabel:`Is visitor anonymous`: denotes whether the conversation participant is anonymous." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:90 +#: ../../content/applications/websites/livechat/reports.rst:87 msgid ":guilabel:`Messages per session`: the total number of messages sent in a conversation. This measure is included in the default view." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:92 +#: ../../content/applications/websites/livechat/reports.rst:89 msgid ":guilabel:`Rating`: the rating received by an operator at the end of a session, if one was provided." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:94 +#: ../../content/applications/websites/livechat/reports.rst:91 msgid ":guilabel:`Session not rated`: denotes if a session did **not** receive a rating at the end of the conversation." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:96 +#: ../../content/applications/websites/livechat/reports.rst:93 msgid ":guilabel:`Time to answer (sec)`: the average time, in seconds, before an operator responds to a chat request." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:98 +#: ../../content/applications/websites/livechat/reports.rst:95 msgid ":guilabel:`Visitor is Happy`: denotes whether a positive rating was provided. If the visitor gave either a negative or neutral rating, they are considered *unhappy*." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:100 -#: ../../content/applications/websites/livechat/reports.rst:124 +#: ../../content/applications/websites/livechat/reports.rst:97 +#: ../../content/applications/websites/livechat/reports.rst:121 msgid ":guilabel:`Count`: the total number of sessions." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:105 +#: ../../content/applications/websites/livechat/reports.rst:102 msgid "Operator Analysis" msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:107 +#: ../../content/applications/websites/livechat/reports.rst:104 msgid "The *Operator Analysis* report is used to monitor the performance of individual live chat operators." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:109 +#: ../../content/applications/websites/livechat/reports.rst:106 msgid "To access the report, navigate to :menuselection:`Live Chat app --> Reports --> Operator Analysis`." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:111 +#: ../../content/applications/websites/livechat/reports.rst:108 msgid "The default view for this report is a bar chart, which only displays conversations from the current month, as indicated by the :guilabel:`This Month` default search filter. Conversations are grouped by operator." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:118 +#: ../../content/applications/websites/livechat/reports.rst:115 msgid ":guilabel:`# of Sessions`: the number of sessions an operator participated in. This measure is included by default." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:120 +#: ../../content/applications/websites/livechat/reports.rst:117 msgid ":guilabel:`Average duration`: the average duration of a conversation, in seconds." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:121 +#: ../../content/applications/websites/livechat/reports.rst:118 msgid ":guilabel:`Average rating`: the average rating received by the operator." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:122 +#: ../../content/applications/websites/livechat/reports.rst:119 msgid ":guilabel:`Time to answer`: the average amount of time before the operator responds to a chat request, in seconds." msgstr "" @@ -4205,90 +4230,6 @@ msgstr "" msgid "Example of the Operator Analysis report from the Live Chat application." msgstr "" -#: ../../content/applications/websites/livechat/reports.rst:131 -msgid "View and filter options" -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:133 -msgid "On any Odoo report, the view and filter options vary, depending on what data is being analyzed, measured, and grouped. See below for additional information on the available views for the *Live Chat* reports." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:138 -msgid "The :ref:`Sessions History ` report is **only** available in list view." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:142 -msgid "Pivot view" -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:144 -msgid "The *pivot* view presents data in an interactive manner. The :ref:`Session Statistics ` and :ref:`Operator Analysis ` reports are available in pivot view." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:148 -msgid "The pivot view can be accessed on a report by selecting the :guilabel:`grid icon` at the top-right of the screen." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:151 -msgid "To add a group to a row or column, click the :guilabel:`➕ (plus sign)` icon next to :guilabel:`Total`, and then select one of the groups from the drop-down menu that appears. To remove one, click the :guilabel:`➖ (minus sign)` icon, and de-select the appropriate option." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:156 -msgid "Graph view" -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:158 -msgid "The *graph* view presents data in either a *bar*, *line*, or *pie* chart. The :ref:`Session Statistics ` and :ref:`Operator Analysis ` reports are available in graph view." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:162 -msgid "Switch to the graph view by selecting the :guilabel:`line chart` icon at the top-right of the screen. To switch between the different charts, select the desired view's corresponding icon at the top-left of the chart, while in graph view." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:167 -msgid "Both the bar chart and line chart can utilize the *stacked* view option. This presents two or more groups of data on top of each other, instead of next to each other, making it easier to compare data." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:172 -msgid "Save and share a favorite search" -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:174 -msgid "The *Favorites* feature found on reports allows users to save their most commonly used filters, without having to reconstruct them every time they are needed." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:177 -msgid "To create and save a filter to the *Favorites* section on the search bar drop-down menu, follow the steps below:" -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:180 -msgid "Set the necessary parameters using the :guilabel:`Filters` and :guilabel:`Group By` options available in the :guilabel:`Search...` bar drop-down menu and the :guilabel:`Measures` drop-down menu at the top-left of the report." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:183 -msgid "Click the :guilabel:`🔻(triangle pointed down)` icon next to the :guilabel:`Search...` bar to open the drop-down menu." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:185 -msgid "Under the :guilabel:`Favorites` heading, click :guilabel:`Save current search`." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:186 -msgid "Rename the search." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:187 -msgid "Select :guilabel:`Default filter` to have these filter settings automatically displayed when the report is opened. Otherwise, leave it blank." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:189 -msgid "Select :guilabel:`Shared` to make this filter available to all other database users. If this box is not checked, the filter is only available to the user who creates it." -msgstr "" - -#: ../../content/applications/websites/livechat/reports.rst:191 -msgid "Click :guilabel:`Save` to preserve the configuration for future use." -msgstr "" - #: ../../content/applications/websites/livechat/responses.rst:3 msgid "Commands and canned responses" msgstr "" @@ -4734,6 +4675,10 @@ msgstr "" msgid "The :ref:`Cookies Policy ` page (/cookie-policy`) is automatically created when you enable the cookies bar." msgstr "" +#: ../../content/applications/websites/website/configuration/cookies_bar.rst:27 +msgid "Customization" +msgstr "" + #: ../../content/applications/websites/website/configuration/cookies_bar.rst:29 msgid "To adapt the display of the cookies bar, click :guilabel:`Edit`, go to the :guilabel:`Invisible Elements` section at the bottom of the panel, and click :guilabel:`Cookies Bar`. You can modify the :guilabel:`Layout` and :guilabel:`Size` of the cookies bar, and enable :guilabel:`Backdrop` to gray out the page in the background when the cookies bar is displayed on the screen." msgstr "" @@ -4791,14 +4736,14 @@ msgid "Register a free domain name with Odoo" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:24 -msgid "To register a one-year free domain name for your Odoo Online database, sign in to your account and go to the `database manager `_. Click the gear icon (:guilabel:`⚙️`) next to the database name and select :guilabel:`Domain Names`." +msgid "To register a one-year free domain name for your Odoo Online database, sign in to your account and go to the `database manager `_. Click the :icon:`fa-gear` (:guilabel:`gear`) button next to the database name and select :icon:`fa-globe` :guilabel:`Domain Names`." msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:-1 msgid "Accessing a database's domain names configuration" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:31 +#: ../../content/applications/websites/website/configuration/domain_names.rst:32 msgid "Search for the desired domain name and check its availability." msgstr "" @@ -4806,11 +4751,11 @@ msgstr "" msgid "Searching for an available domain name" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:37 +#: ../../content/applications/websites/website/configuration/domain_names.rst:38 msgid "Ensure the Website app is installed if the domain name registration option does not appear." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:39 +#: ../../content/applications/websites/website/configuration/domain_names.rst:40 msgid "Select the desired domain name, fill in the :guilabel:`Domain Owner` form, and click :guilabel:`Register`. The chosen domain name is directly linked to the database." msgstr "" @@ -4818,234 +4763,330 @@ msgstr "" msgid "Filling in the domain owner information" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:45 +#: ../../content/applications/websites/website/configuration/domain_names.rst:46 msgid "Next, you should :ref:`map your domain name to your Odoo website `." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:48 +#: ../../content/applications/websites/website/configuration/domain_names.rst:49 msgid "A verification email from `noreply@domainnameverification.net` will be sent to the email address provided in the :guilabel:`Domain Owner` form. It is essential to verify your email address to keep the domain active and receive the renewal quote before expiration." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:52 +#: ../../content/applications/websites/website/configuration/domain_names.rst:53 msgid "The domain name registration is free for the first year. After this period, Odoo will continue to manage the domain in partnership with **Gandi.net**, the domain name registrar, and you will be charged `Gandi.net's renewal rate `_. Odoo sends a renewal quotation every year to the email address mentioned in the :guilabel:`Domain Owner` form several weeks before the expiration date of the domain. The domain is renewed automatically when the quotation is confirmed." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:60 +#: ../../content/applications/websites/website/configuration/domain_names.rst:61 msgid "The offer is only available for **Odoo Online** databases." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:61 +#: ../../content/applications/websites/website/configuration/domain_names.rst:62 msgid "The offer is limited to **one** domain name per client." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:62 +#: ../../content/applications/websites/website/configuration/domain_names.rst:63 msgid "The offer is limited to the registration of a **new** domain name." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:63 +#: ../../content/applications/websites/website/configuration/domain_names.rst:64 msgid "The offer is available to *One App Free* plans. Ensure that your website contains enough original content for Odoo to verify that your request is legitimate and respects `Odoo's Acceptable Use Policy `_. Given the high number of requests, it can take Odoo several days to review them." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:71 +#: ../../content/applications/websites/website/configuration/domain_names.rst:72 msgid "DNS records" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:73 -msgid "To manage your free domain name :abbr:`DNS (domain name system)` records, open the `database manager `_, click the gear icon (:guilabel:`⚙️`) next to the database name, select :guilabel:`Domain Names`, and click :guilabel:`DNS`." +#: ../../content/applications/websites/website/configuration/domain_names.rst:74 +msgid "To manage your free domain name :abbr:`DNS (domain name system)` records, open the `database manager `_, click the :icon:`fa-gear` (:guilabel:`gear`) button next to the database name, select :icon:`fa-globe` :guilabel:`Domain Names`, and click :guilabel:`DNS`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:77 +#: ../../content/applications/websites/website/configuration/domain_names.rst:78 msgid ":guilabel:`A`: the A record holds the IP address of the domain. It is automatically created and **cannot** be edited or deleted." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:79 +#: ../../content/applications/websites/website/configuration/domain_names.rst:80 msgid ":guilabel:`CNAME`: CNAME records forward one domain or subdomain to another domain. One is automatically created to map the `www.` subdomain to the database. If the database is renamed, the CNAME record **must** also be renamed." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:82 +#: ../../content/applications/websites/website/configuration/domain_names.rst:83 msgid ":guilabel:`MX`: MX records instruct servers on where to deliver emails." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:83 +#: ../../content/applications/websites/website/configuration/domain_names.rst:84 msgid ":guilabel:`TXT`: TXT records can be used for different purposes (e.g., to verify domain name ownership)." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:86 +#: ../../content/applications/websites/website/configuration/domain_names.rst:87 msgid "Any modification to the DNS records can take up to **72 hours** to propagate worldwide on all servers." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:90 -msgid "`Submit a support ticket `_ if you need assistance to manage your domain name." +#: ../../content/applications/websites/website/configuration/domain_names.rst:91 +msgid "`Contact Odoo support `_ if you need assistance to manage your domain name." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:94 +#: ../../content/applications/websites/website/configuration/domain_names.rst:95 msgid "Mailbox" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:96 +#: ../../content/applications/websites/website/configuration/domain_names.rst:97 msgid "The one-year free domain name offer does **not** include a mailbox. There are two options to link your domain name with a mailbox." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:100 +#: ../../content/applications/websites/website/configuration/domain_names.rst:101 msgid "Use a subdomain" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:102 +#: ../../content/applications/websites/website/configuration/domain_names.rst:103 msgid "You can create a subdomain (e.g., `subdomain.yourdomain.com`) to use as an alias domain for the database. It allows users to create records in the database from emails received on their `email@subdomain.yourdomain.com` alias." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:106 -msgid "To do so, open the `database manager `_, click the gear icon (:guilabel:`⚙️`) next to the database name, and go to :menuselection:`Domain Names --> DNS --> Add DNS record --> CNAME`. Next, enter the desired subdomain in the :guilabel:`Name` field (e.g., `subdomain`), the original database domain with a period at the end (e.g., `mycompany.odoo.com.`) in the :guilabel:`Content` field, and click :guilabel:`Add record`." +#: ../../content/applications/websites/website/configuration/domain_names.rst:107 +msgid "To do so, open the `database manager `_, click the :icon:`fa-gear` (:guilabel:`gear`) button next to the database name and select :icon:`fa-globe` :guilabel:`Domain Names`. Click :guilabel:`DNS`, then :guilabel:`Add DNS record` and select :guilabel:`CNAME`. Next, enter the desired subdomain in the :guilabel:`Name` field (e.g., `subdomain`), the original database domain with a period at the end (e.g., `mycompany.odoo.com.`) in the :guilabel:`Content` field, and click :guilabel:`Add record`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:112 +#: ../../content/applications/websites/website/configuration/domain_names.rst:114 msgid "Then, add the alias domain as your *own domain* by clicking :guilabel:`Use my own domain`, entering the alias domain (e.g., `subdomain.yourdomain.com`), clicking :guilabel:`Verify`, and then :guilabel:`I confirm, it's done`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:116 +#: ../../content/applications/websites/website/configuration/domain_names.rst:118 msgid "Finally, go to your database and open the :guilabel:`Settings`. Under the :guilabel:`Alias Domain` field, enter the alias domain (e.g., `subdomain.yourdomain.com`), click :guilabel:`Create`, and then :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:121 +#: ../../content/applications/websites/website/configuration/domain_names.rst:123 msgid "Use an external email provider" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:123 -msgid "To use an external email provider, you should configure an MX record. To do so, open the `database manager `_, click the gear icon (:guilabel:`⚙️`) next to the database name, click :menuselection:`Domain Names --> DNS --> Add DNS record --> MX`. The values you should enter for the :guilabel:`Name`, :guilabel:`Content`, and :guilabel:`Priority` fields depend on the external email provider." +#: ../../content/applications/websites/website/configuration/domain_names.rst:125 +msgid "To use an external email provider, you should configure an MX record. To do so, open the `database manager `_, click the :icon:`fa-gear` (:guilabel:`gear`) button next to the database name and select :icon:`fa-globe` :guilabel:`Domain Names`. Click :guilabel:`DNS`, then :guilabel:`Add DNS record` and select :guilabel:`MX`. The values you should enter for the :guilabel:`Name`, :guilabel:`Content`, and :guilabel:`Priority` fields depend on the external email provider." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:130 +#: ../../content/applications/websites/website/configuration/domain_names.rst:133 msgid "`Google Workspace: MX record values `_" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:131 +#: ../../content/applications/websites/website/configuration/domain_names.rst:134 msgid "`Outlook and Exchange Online: Add an MX record for email `_" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:136 -msgid "Configure an existing domain name" +#: ../../content/applications/websites/website/configuration/domain_names.rst:137 +msgid "Google Workspace" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:138 -msgid "If you already have a domain name, you can use it for your Odoo website." +#: ../../content/applications/websites/website/configuration/domain_names.rst:139 +msgid "To use your free domain name on Gmail, register to `Google Workspace `_." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:141 -msgid "It is strongly recommended to follow **in order** these three steps to avoid any :ref:`SSL certificate validation ` issues:" +#: ../../content/applications/websites/website/configuration/domain_names.rst:142 +msgid "During the registration process, select :guilabel:`Set up using your existing domain` when asked to :guilabel:`Choose a way to set up your account`, and enter your domain (e.g., `yourdomain.com`) when asked :guilabel:`What's your business's domain name?`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:144 -msgid ":ref:`Add a CNAME record `" +#: ../../content/applications/websites/website/configuration/domain_names.rst:147 +msgid "Domain ownership verification" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:145 -msgid ":ref:`Map your domain name to your Odoo database `" +#: ../../content/applications/websites/website/configuration/domain_names.rst:149 +msgid "Sign in to Google Workspace. When asked to verify you own your domain, click :guilabel:`Switch to manual verification`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:146 -msgid ":ref:`Map your domain name to your Odoo website `" +#: ../../content/applications/websites/website/configuration/domain_names.rst:0 +msgid "Switching to manual domain verification on Google Workspace" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:151 -msgid "Add a CNAME record" +#: ../../content/applications/websites/website/configuration/domain_names.rst:155 +msgid "Select `gandi.net` as the :guilabel:`Domain host` and click :guilabel:`Continue`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:153 -msgid "Adding a CNAME record to forward your domain name to the address of your Odoo database is required." +#: ../../content/applications/websites/website/configuration/domain_names.rst:0 +msgid "Selecting the domain host on Google Workspace" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:157 -#: ../../content/applications/websites/website/configuration/domain_names.rst:273 -msgid "Odoo Online" +#: ../../content/applications/websites/website/configuration/domain_names.rst:160 +msgid "Copy the content of the :guilabel:`Value` field under :guilabel:`TXT record`. Leave the window open." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:159 -msgid "The CNAME record's target address should be your database's address as defined at its creation (e.g., `mycompany.odoo.com`)." +#: ../../content/applications/websites/website/configuration/domain_names.rst:0 +msgid "Copying the TXT value on Google Workspace" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:162 -#: ../../content/applications/websites/website/configuration/domain_names.rst:283 -msgid "Odoo.sh" -msgstr "" - -#: ../../content/applications/websites/website/configuration/domain_names.rst:164 -msgid "The CNAME record's target address should be the project's main address, which can be found on Odoo.sh by going to :menuselection:`Settings --> Project Name`, or a specific branch (production, staging or development) by going to :menuselection:`Branches --> select the branch --> Settings --> Custom domains`, and clicking :guilabel:`How to set up my domain?`. A message indicates which address your CNAME record should target." +#: ../../content/applications/websites/website/configuration/domain_names.rst:166 +msgid "Open the `database manager `_, click the :icon:`fa-gear` (:guilabel:`gear`) button next to the database name and select :icon:`fa-globe` :guilabel:`Domain Names`. Click :guilabel:`DNS`, then :guilabel:`Add DNS record` and select :guilabel:`TXT`." msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:170 -msgid "The specific instructions depend on your DNS hosting service." +msgid "Enter `@` in the :guilabel:`Name` field, paste the :guilabel:`Value` provided by Google in the :guilabel:`Content` field, and click :guilabel:`Add record`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:173 -msgid "`GoDaddy: Add a CNAME record `_" -msgstr "" - -#: ../../content/applications/websites/website/configuration/domain_names.rst:174 -msgid "`Namecheap: How to create a CNAME record for your domain `_" -msgstr "" - -#: ../../content/applications/websites/website/configuration/domain_names.rst:175 -msgid "`OVHcloud: Add a new DNS record `_" +#: ../../content/applications/websites/website/configuration/domain_names.rst:0 +msgid "Creating a TXT record to verify domain name ownership" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:176 -msgid "`Cloudflare: Manage DNS records `_" +msgid "Go back to Google Workspace, tick the box at the bottom, and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:180 -msgid "Odoo only supports subdomains. To use your naked domain name :dfn:`(a domain name without any subdomains or prefixes)` (`yourdomain.com`), create a redirection 301 to redirect visitors to `www.yourdomain.com`." +#: ../../content/applications/websites/website/configuration/domain_names.rst:179 +msgid "`Google Workspace Admin Help: Verify your domain with a TXT record `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:183 +msgid "Redirect emails to Gmail" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:185 -msgid "You own the domain name `yourdomain.com`, and your Odoo Online database's address is `mycompany.odoo.com`. You want to access your Odoo database primarily with the domain `www.yourdomain.com` and also with the naked domain `yourdomain.com`." +msgid "Open the `database manager `_, click the :icon:`fa-gear` (:guilabel:`gear`) button next to the database name and select :icon:`fa-globe` :guilabel:`Domain Names`. Click :guilabel:`DNS`, then :guilabel:`Add DNS record`, and select :guilabel:`MX`." msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:189 -msgid "To do so, create a CNAME record for the `www` subdomain, with `mycompany.odoo.com` as the target. Next, create a redirect (301 permanent or visible redirect) to redirect visitors from `yourdomain.com` to `wwww.yourdomain.com`." +msgid "Enter `@` in the :guilabel:`Name` field, `1` in the :guilabel:`Priority` field, `smtp.google.com.` in the :guilabel:`Content` field, and click :guilabel:`Add record`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:194 -msgid "Using Cloudflare to secure and redirect a naked domain" +#: ../../content/applications/websites/website/configuration/domain_names.rst:0 +msgid "Creating an MX record to redirect emails to Gmail" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:196 -msgid "To redirect a naked domain with a secure HTTPS connection, we recommend using Cloudflare, as most DNS hosting services do not offer an easy way to do so." +#: ../../content/applications/websites/website/configuration/domain_names.rst:195 +msgid "Open the `Google Workspace Admin console `_, click :guilabel:`Activate Gmail` for your domain, and follow the steps." msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:199 -msgid "`Sign up and log in to Cloudflare `_." +msgid "`Google Workspace Admin Help: Set up MX records for Google Workspace `_" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:200 -msgid "Enter your domain name on `Cloudflare's dashboard `_ and select :guilabel:`Quick scan for DNS records`." +#: ../../content/applications/websites/website/configuration/domain_names.rst:205 +msgid "Configure an existing domain name" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:202 -msgid "Choose a plan (the free plan is sufficient)." -msgstr "" - -#: ../../content/applications/websites/website/configuration/domain_names.rst:203 -msgid "Follow Cloudflare's instructions and recommendations to complete the activation." -msgstr "" - -#: ../../content/applications/websites/website/configuration/domain_names.rst:204 -msgid "Add a CNAME record to redirect your naked domain (`yourdomain.com`) to the `www` subdomain (e.g., `www.yourdomain.com`) by clicking :guilabel:`DNS` in the navigation menu, then clicking the :guilabel:`Add record` button, and using the following configuration:" -msgstr "" - -#: ../../content/applications/websites/website/configuration/domain_names.rst:208 -#: ../../content/applications/websites/website/configuration/domain_names.rst:219 -msgid ":guilabel:`Type`: CNAME" -msgstr "" - -#: ../../content/applications/websites/website/configuration/domain_names.rst:209 -msgid ":guilabel:`Name`: `@` (or `yourdomain.com`)" +#: ../../content/applications/websites/website/configuration/domain_names.rst:207 +msgid "If you already have a domain name, you can use it for your Odoo website." msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:210 +msgid "It is strongly recommended to follow **in order** these three steps to avoid any :ref:`SSL certificate validation ` issues:" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:213 +msgid ":ref:`Add a CNAME record `" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:214 +msgid ":ref:`Redirect your naked domain name ` (optional, but recommended)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:215 +msgid ":ref:`Map your domain name to your Odoo database `" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:216 +msgid ":ref:`Map your domain name to your Odoo website `" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:221 +msgid "Add a CNAME record" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:223 +msgid "Adding a CNAME record to forward your domain name to the address of your Odoo database is required." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:227 +#: ../../content/applications/websites/website/configuration/domain_names.rst:347 +msgid "Odoo Online" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:229 +msgid "The CNAME record's target address should be your database's address as defined at its creation (e.g., `mycompany.odoo.com`)." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:232 +#: ../../content/applications/websites/website/configuration/domain_names.rst:357 +msgid "Odoo.sh" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:234 +msgid "The CNAME record's target address should be the project's main address, which can be found on Odoo.sh by going to :menuselection:`Settings --> Project Name`, or a specific branch (production, staging or development) by going to :menuselection:`Branches --> select the branch --> Settings --> Custom domains`, and clicking :guilabel:`How to set up my domain?`. A message indicates which address your CNAME record should target." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:240 +msgid "The specific instructions depend on your DNS hosting service." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:243 +msgid "`GoDaddy: Add a CNAME record `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:244 +msgid "`Namecheap: How to create a CNAME record for your domain `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:245 +msgid "`OVHcloud: Add a new DNS record `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:246 +msgid "`Cloudflare: Manage DNS records `_" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:252 +msgid "Redirect a naked domain" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:255 +msgid "Although optional, completing this step is advised." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:257 +msgid "To let visitors use your naked domain name :dfn:`(a domain name without any subdomains or prefixes)` (`yourdomain.com`), creating a 301 redirect :dfn:`(a permanent redirect from one URL to another)` to `www.yourdomain.com` is required:" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:261 +msgid "from `http://yourdomain.com` to `https://www.yourdomain.com`, and" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:262 +msgid "from `https://yourdomain.com` to `https://www.yourdomain.com`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:264 +msgid "The specific instructions depend on your DNS hosting service. However, not all of them offer to redirect a naked domain with a secure HTTPS connection. If you encounter any issue, we recommend :ref:`using Cloudflare `." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:271 +msgid "Using Cloudflare to secure and redirect a naked domain" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:273 +msgid "`Sign up and log in to Cloudflare `_." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:274 +msgid "Enter your domain name on `Cloudflare's dashboard `_ and select :guilabel:`Quick scan for DNS records`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:276 +msgid "Choose a plan (the free plan is sufficient)." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:277 +msgid "Follow Cloudflare's instructions and recommendations to complete the activation." +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:278 +msgid "Add a CNAME record to redirect your naked domain (`yourdomain.com`) to the `www` subdomain (e.g., `www.yourdomain.com`) by clicking :guilabel:`DNS` in the navigation menu, then clicking the :guilabel:`Add record` button, and using the following configuration:" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:282 +#: ../../content/applications/websites/website/configuration/domain_names.rst:293 +msgid ":guilabel:`Type`: CNAME" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:283 +msgid ":guilabel:`Name`: `@` (or `yourdomain.com`)" +msgstr "" + +#: ../../content/applications/websites/website/configuration/domain_names.rst:284 msgid ":guilabel:`Target`: e.g., `www.yourdomain.com`" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:211 +#: ../../content/applications/websites/website/configuration/domain_names.rst:285 msgid ":guilabel:`Proxy status`: Proxied" msgstr "" @@ -5053,19 +5094,19 @@ msgstr "" msgid "Adding a CNAME DNS record to Cloudflare to redirect a naked domain to a www subdomain" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:216 +#: ../../content/applications/websites/website/configuration/domain_names.rst:290 msgid "Add another second CNAME record to redirect the `www` subdomain (e.g., `www.yourdomain.com`) to your database address (e.g., `mycompany.odoo.com`) using the following configuration:" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:220 +#: ../../content/applications/websites/website/configuration/domain_names.rst:294 msgid ":guilabel:`Name`: e.g., `www.yourdomain.com`" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:221 +#: ../../content/applications/websites/website/configuration/domain_names.rst:295 msgid ":guilabel:`Target`: e.g., `mycompany.odoo.com`" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:222 +#: ../../content/applications/websites/website/configuration/domain_names.rst:296 msgid ":guilabel:`Proxy status`: DNS only" msgstr "" @@ -5073,47 +5114,47 @@ msgstr "" msgid "Adding a CNAME DNS record to Cloudflare to redirect a www subdomain to an Odoo database" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:227 +#: ../../content/applications/websites/website/configuration/domain_names.rst:301 msgid "Define a redirect rule to permanently redirect (301) your naked domain (e.g., `yourdomain.com`) to both `http://` and `https://` by going to :menuselection:`Rules --> Create rule --> Products`, and clicking :guilabel:`Create a Rule` under :guilabel:`Redirect Rules`:" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:231 +#: ../../content/applications/websites/website/configuration/domain_names.rst:305 msgid "Enter any :guilabel:`Rule name`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:232 +#: ../../content/applications/websites/website/configuration/domain_names.rst:306 msgid "Under the :guilabel:`If incoming requests match...` section, select :guilabel:`Custom filter expression` and use the following configuration:" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:235 +#: ../../content/applications/websites/website/configuration/domain_names.rst:309 msgid ":guilabel:`Field`: Hostname" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:236 +#: ../../content/applications/websites/website/configuration/domain_names.rst:310 msgid ":guilabel:`Operator`: equals" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:237 +#: ../../content/applications/websites/website/configuration/domain_names.rst:311 msgid ":guilabel:`Value`: e.g., `yourdomain.com`" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:239 +#: ../../content/applications/websites/website/configuration/domain_names.rst:313 msgid "Under the :guilabel:`Then...` section, use the following configuration:" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:241 +#: ../../content/applications/websites/website/configuration/domain_names.rst:315 msgid ":guilabel:`Type`: Dynamic" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:242 +#: ../../content/applications/websites/website/configuration/domain_names.rst:316 msgid ":guilabel:`Expression`: e.g., `concat(\"https://www.yourdomain.com\", http.request.uri.path)`" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:243 +#: ../../content/applications/websites/website/configuration/domain_names.rst:317 msgid ":guilabel:`Status code`: 301" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:244 +#: ../../content/applications/websites/website/configuration/domain_names.rst:318 msgid ":guilabel:`Preserve query string`: enabled" msgstr "" @@ -5121,7 +5162,7 @@ msgstr "" msgid "Defining a Cloudflare redirect rule to create a permanent redirect (301)" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:249 +#: ../../content/applications/websites/website/configuration/domain_names.rst:323 msgid "Go to :guilabel:`SSL/TLS` and set the encryption mode to :guilabel:`Full`." msgstr "" @@ -5129,31 +5170,31 @@ msgstr "" msgid "Setting the encryption mode to full on Cloudflare" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:257 +#: ../../content/applications/websites/website/configuration/domain_names.rst:331 msgid "Map a domain name to an Odoo database" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:260 +#: ../../content/applications/websites/website/configuration/domain_names.rst:334 msgid "Ensure you have :ref:`added a CNAME record ` to your domain name's DNS **before** mapping your domain name to your Odoo database." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:263 +#: ../../content/applications/websites/website/configuration/domain_names.rst:337 msgid "Failing to do so may prevent the validation of the :ref:`SSL certificate ` and could result in a *certificate name mismatch* error. Web browsers often display this as a warning, such as *\"Your connection is not private\"*." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:267 -msgid "If you encounter this error after mapping the domain name to your database, wait up to five days, as the validation may still happen. If not, you can `submit a support ticket `_, including screenshots of your CNAME records." +#: ../../content/applications/websites/website/configuration/domain_names.rst:341 +msgid "If you encounter this error after mapping the domain name to your database, wait up to five days, as the validation may still happen. If not, you can `submit a support ticket `_, including screenshots of your CNAME records." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:275 -msgid "Open the `database manager `_, click the gear icon (:guilabel:`⚙️`) next to the database name, and go to :menuselection:`Domain Names --> Use my own domain`. Then, enter the domain name (e.g., `www.yourdomain.com`), click :guilabel:`Verify` and :guilabel:`I confirm, it's done`." +#: ../../content/applications/websites/website/configuration/domain_names.rst:349 +msgid "Open the `database manager `_, click the :icon:`fa-gear` (:guilabel:`gear`) button next to the database name, select :icon:`fa-globe` :guilabel:`Domain Names`, and click :guilabel:`Use my own domain`. Then, enter the domain name (e.g., `www.yourdomain.com`), click :guilabel:`Verify` and :guilabel:`I confirm, it's done`." msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:0 msgid "Mapping a domain name to an Odoo Online database" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:285 +#: ../../content/applications/websites/website/configuration/domain_names.rst:359 msgid "On Odoo.sh, go to :menuselection:`Branches --> select your branch --> Settings --> Custom domains`, type the domain name to add, then click :guilabel:`Add domain`." msgstr "" @@ -5161,95 +5202,95 @@ msgstr "" msgid "Mapping a domain name to an Odoo.sh branch" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:292 +#: ../../content/applications/websites/website/configuration/domain_names.rst:366 msgid ":ref:`Odoo.sh branches: settings tab `" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:297 +#: ../../content/applications/websites/website/configuration/domain_names.rst:371 msgid "SSL encryption (HTTPS protocol)" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:299 +#: ../../content/applications/websites/website/configuration/domain_names.rst:373 msgid "**SSL encryption** allows visitors to navigate a website through a secure connection, which appears as the *https://* protocol at the beginning of a web address rather than the non-secure *http://* protocol." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:303 +#: ../../content/applications/websites/website/configuration/domain_names.rst:377 msgid "Odoo generates a separate SSL certificate for each domain :ref:`mapped to a database ` using `Let's Encrypt's certificate authority and ACME protocol `_." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:308 +#: ../../content/applications/websites/website/configuration/domain_names.rst:382 msgid "Certificate generation may take up to 24 hours." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:309 +#: ../../content/applications/websites/website/configuration/domain_names.rst:383 msgid "Several attempts to validate your certificate are made for five days after you map your domain name to your database." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:311 +#: ../../content/applications/websites/website/configuration/domain_names.rst:385 msgid "If you use another service, you can keep using it or change to Odoo's." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:314 +#: ../../content/applications/websites/website/configuration/domain_names.rst:388 msgid "No SSL certificate is generated for naked domains :dfn:`(domain names without any subdomains or prefixes)`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:320 +#: ../../content/applications/websites/website/configuration/domain_names.rst:394 msgid "Web base URL of a database" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:323 +#: ../../content/applications/websites/website/configuration/domain_names.rst:397 msgid "If the Website app is installed on your database, skip this section and continue from the :ref:`Map a domain name to a website ` section." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:326 +#: ../../content/applications/websites/website/configuration/domain_names.rst:400 msgid "The *web base URL* or root URL of a database affects your main website address and all the links sent to your customers (e.g., quotations, portal links, etc.)." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:329 +#: ../../content/applications/websites/website/configuration/domain_names.rst:403 msgid "To make your custom domain name the *web base URL* of your database, access your database using your custom domain name and log in as an administrator :dfn:`(a user part of the Settings access right group under Administration)`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:334 +#: ../../content/applications/websites/website/configuration/domain_names.rst:408 msgid "If you access your database with the original Odoo address (e.g., `mycompany.odoo.com`), the *web base URL* of your database will be updated accordingly. To prevent the automatic update of the *web base URL* when an administrator logs in to the database, activate the :ref:`developer mode `, go to :menuselection:`Settings --> Technical --> System Parameters --> New`, and enter `web.base.url.freeze` as the :guilabel:`Key` and `True` as the :guilabel:`Value`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:341 +#: ../../content/applications/websites/website/configuration/domain_names.rst:415 msgid "You can also set the web base URL manually. To do so, activate the :ref:`developer mode `, go to :menuselection:`Settings --> Technical --> System Parameters`, and search for the `web.base.url` key (create it if necessary) and enter the full address of your website as the value (e.g., `https://www.yourdomain.com`). The URL must include the protocol `https://` (or `http://`) and *not* end with a slash (`/`)." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:350 +#: ../../content/applications/websites/website/configuration/domain_names.rst:424 msgid "Map a domain name to an Odoo website" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:352 +#: ../../content/applications/websites/website/configuration/domain_names.rst:426 msgid "Mapping your domain name to your website is different than mapping it to your database:" msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:354 +#: ../../content/applications/websites/website/configuration/domain_names.rst:428 msgid "It defines your domain name as the main one for your website, helping search engines to index your website correctly." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:356 +#: ../../content/applications/websites/website/configuration/domain_names.rst:430 msgid "It defines your domain name as the base URL for your database, including portal links sent by email to your customers." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:358 +#: ../../content/applications/websites/website/configuration/domain_names.rst:432 msgid "If you have multiple websites, it maps your domain name to the appropriate website." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:360 +#: ../../content/applications/websites/website/configuration/domain_names.rst:434 msgid "Go to :menuselection:`Website --> Configuration --> Settings`. If you have multiple websites, select the one you want to configure. In the :guilabel:`Domain` field, enter the address of your website (e.g., `https://www.yourdomain.com`) and :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:365 +#: ../../content/applications/websites/website/configuration/domain_names.rst:439 msgid "Mapping your domain name to your Odoo website prevents Google Search from indexing your original database address (e.g., `mycompany.odoo.com`)." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:368 +#: ../../content/applications/websites/website/configuration/domain_names.rst:442 msgid "If both addresses are already indexed, it may take some time before the indexation of the second address is removed from Google Search. You can use the `Google Search Console `_ to fix the issue." msgstr "" -#: ../../content/applications/websites/website/configuration/domain_names.rst:373 +#: ../../content/applications/websites/website/configuration/domain_names.rst:447 msgid "If you have multiple websites and companies on your database, make sure to select the right :guilabel:`Company` under :menuselection:`Website --> Configuration --> Settings`. Doing so indicates Odoo which URL to use as the :ref:`base URL ` according to the company in use." msgstr "" @@ -5378,7 +5419,7 @@ msgid "Odoo allows you to create multiple websites from the same database. This msgstr "" #: ../../content/applications/websites/website/configuration/multi_website.rst:11 -msgid "Each website can be designed and configured independently with its own :doc:`domain name `, :doc:`theme <../web_design/themes>`, :doc:`pages <../pages>`, :doc:`menus <../pages/menus>`, :doc:`languages `, :doc:`products <../../ecommerce/products>`, assigned sales team, etc. They can also :ref:`share content and pages `." +msgid "Each website can be designed and configured independently with its own :doc:`domain name `, :doc:`theme <../web_design/themes>`, :doc:`pages <../pages>`, :doc:`menus <../pages/header_footer>`, :doc:`languages `, :doc:`products <../../ecommerce/products>`, assigned sales team, etc. They can also :ref:`share content and pages `." msgstr "" #: ../../content/applications/websites/website/configuration/multi_website.rst:18 @@ -6227,7 +6268,7 @@ msgid "Duplicating pages" msgstr "" #: ../../content/applications/websites/website/pages.rst:115 -msgid "To duplicate a page, access the page, then go to :menuselection:`Site --> Properties` and click :guilabel:`Duplicate Page`. Enter a :guilabel:`Page Name`, then click :guilabel:`OK`. By default, the new page is added after the duplicated page in the menu, but you can remove it from the menu or change its position using the :doc:`menu editor `." +msgid "To duplicate a page, access the page, then go to :menuselection:`Site --> Properties` and click :guilabel:`Duplicate Page`. Enter a :guilabel:`Page Name`, then click :guilabel:`OK`. By default, the new page is added after the duplicated page in the menu, but you can remove it from the menu or change its position using the :doc:`menu editor `." msgstr "" #: ../../content/applications/websites/website/pages.rst:123 @@ -6330,120 +6371,271 @@ msgstr "" msgid ":doc:`pages/seo`" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:3 -msgid "Menus" +#: ../../content/applications/websites/website/pages/header_footer.rst:3 +msgid "Headers and footers" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:5 -msgid "Menus are used to organize your website’s content and help visitors navigate through your web pages effectively. User-friendly and well-structured website menus also play a crucial role in improving :doc:`search engine rankings `." +#: ../../content/applications/websites/website/pages/header_footer.rst:5 +msgid "The website header is the top section of a web page and usually contains elements such as the logo, the :ref:`menu `, the search bar, the sign-in/customer account button, etc. The footer is displayed at the bottom of a web page and usually contains information such as contact details, links, legal notices, and other options." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:9 -msgid "Odoo allows you to customize the content and appearance of your website's menu to your needs." +#: ../../content/applications/websites/website/pages/header_footer.rst:11 +msgid "Header design" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:12 +#: ../../content/applications/websites/website/pages/header_footer.rst:13 +msgid "To modify the header's design, click on :guilabel:`Edit`, then click on the header. The following options are available in the :guilabel:`Header` section of the :guilabel:`Customize` tab in the website editor:" +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:17 +msgid "Choose a :guilabel:`Template` from the drop-down menu." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:18 +msgid "Select :guilabel:`Background` settings to change the color palette through different :ref:`Theme styles `, :guilabel:`Custom` color options, and :guilabel:`Gradient` ones." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:21 +msgid "When adding a :guilabel:`Border` to the header, its size, style, and color can be defined." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:22 +msgid "Adapt :guilabel:`Round corners` to fit the design." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:23 +msgid "Add a :guilabel:`Shadow` and define its :guilabel:`Color`, :guilabel:`Offset`, :guilabel:`Blur`, and :guilabel:`Spread`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:25 +msgid "Add a :guilabel:`Scroll Effect`. Hover on an effect to preview it." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:26 +msgid "Choose the :guilabel:`Header Position` between :guilabel:`Regular`, :guilabel:`Hidden`, and :guilabel:`Over The Content`. When :guilabel:`Over The Content` is selected, you can customize the :guilabel:`Background` and :guilabel:`Text Color`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:29 +msgid "Show or hide :guilabel:`Elements` such as text, the search bar, :guilabel:`Sign in` button, social media links, :guilabel:`Contact us` button, and logo." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:32 +#: ../../content/applications/websites/website/pages/header_footer.rst:109 +#: ../../content/applications/websites/website/pages/header_footer.rst:151 +#: ../../content/applications/websites/website/pages/header_footer.rst:169 +msgid "To finalize changes, click on :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:35 +msgid "To hide the header, click on :guilabel:`Edit`, click on the header, and go to the :guilabel:`Theme` tab of the website editor. Scroll down to the :guilabel:`Advanced` section and toggle the :guilabel:`Show Header` switch to hide/show the header." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:42 +msgid "Header content" +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:44 +msgid "Menus organize the header’s content and help users navigate through web pages effectively. User-friendly and well-structured menus also play a crucial role in improving :doc:`search engine rankings `." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:51 msgid "Menu editor" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:14 -msgid "The menu editor allows you to edit your website's menu and add :ref:`regular menu items ` and :ref:`mega menus `." +#: ../../content/applications/websites/website/pages/header_footer.rst:53 +msgid "The menu editor allows to edit the website's header and add :ref:`menu items ` and :ref:`mega menus `." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:17 -msgid "To edit your website's menu, go to :menuselection:`Website --> Site --> Menu Editor`. From there, you can:" +#: ../../content/applications/websites/website/pages/header_footer.rst:57 +msgid "To edit the header's content, go to :menuselection:`Website --> Site --> Menu Editor`. From there, you can:" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:20 +#: ../../content/applications/websites/website/pages/header_footer.rst:60 msgid "**rename** a menu item or change its URL using the :guilabel:`Edit Menu Item` icon;" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:21 +#: ../../content/applications/websites/website/pages/header_footer.rst:61 msgid "**delete** a menu item using the :guilabel:`Delete Menu Item` icon;" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:22 +#: ../../content/applications/websites/website/pages/header_footer.rst:62 msgid "**move** a menu item by dragging and dropping it to the desired place in the menu;" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:23 +#: ../../content/applications/websites/website/pages/header_footer.rst:63 msgid "**create a regular drop-down menu** by dragging and dropping the sub-menu items to the right, underneath their parent menu." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:-1 +#: ../../content/applications/websites/website/pages/header_footer.rst:-1 msgid "Menu editor with sub-menus" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:31 -msgid "You can also access the menu editor by clicking :guilabel:`Edit`, selecting any menu item and clicking the :guilabel:`Edit Menu` icon." +#: ../../content/applications/websites/website/pages/header_footer.rst:70 +msgid "You can also access the menu editor by clicking :guilabel:`Edit`, selecting any menu item, and clicking the :guilabel:`Edit Menu` icon." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:0 +#: ../../content/applications/websites/website/pages/header_footer.rst:0 msgid "Access the Menu editor while in Edit mode." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:40 -msgid "Adding regular menu items" +#: ../../content/applications/websites/website/pages/header_footer.rst:79 +msgid "Adding menu items" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:42 -msgid "By default, pages are added to the menu as regular menu items when :doc:`they are created <../pages>`. You can also add regular menu items from the menu editor by clicking :guilabel:`Add Menu Item`. Enter the :guilabel:`Name` and URL of the related page in the pop-up window that appears on the screen and click :guilabel:`OK`." +#: ../../content/applications/websites/website/pages/header_footer.rst:81 +msgid "By default, pages are added to the menu as drop-down menu items when :doc:`they are created <../pages>`. To add a new menu item, follow these steps:" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:48 -msgid "In the :guilabel:`URL or Email` field, you can type `/` to search for a page on your website or `#` to search for an existing custom anchor." +#: ../../content/applications/websites/website/pages/header_footer.rst:84 +msgid "Go to :menuselection:`Website --> Site --> Menu Editor`." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:54 -msgid "Adding mega menus" +#: ../../content/applications/websites/website/pages/header_footer.rst:85 +msgid "In the menu editor, click :guilabel:`Add Menu Item`." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:56 -msgid "Mega menus are similar to drop-down menus, but instead of a simple list of sub-menus, they display a panel divided into groups of navigation options. This makes them suitable for websites with large amounts of content, as they can help include all of your web pages in the menu while still making all menu items visible at once. Mega menus can also be structured more visually than regular drop-down menus, for example, through layout, typography, and icons." +#: ../../content/applications/websites/website/pages/header_footer.rst:86 +msgid "In the pop-up window, enter the :guilabel:`Name` to be displayed in the menu." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:-1 +#: ../../content/applications/websites/website/pages/header_footer.rst:87 +msgid "Type `/` in the :guilabel:`URL or Email` field to search for a page on your website or `#` to search for an existing custom anchor." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:89 +msgid "Click :guilabel:`OK`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:90 +msgid "Edit the :ref:`menu structure ` if needed, then :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:94 +msgid "Menu item design" +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:96 +msgid "To modify the menu items, click on :guilabel:`Edit`, click on a menu item, then go to the :guilabel:`Navbar` section of the website editor. The following options are available:" +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:99 +msgid "Adapt the :guilabel:`Mobile Alignment`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:100 +msgid "Choose the :guilabel:`Font` for the menu items." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:101 +msgid "Change the font size, color, and alignment in the :guilabel:`Format` field." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:102 +msgid "Select a :guilabel:`Links Style` to highlight the current page in the menu." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:103 +msgid "Change the :ref:`style of the header buttons `." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:104 +msgid "Choose to display the :guilabel:`Sub Menus` :guilabel:`On Hover` or :guilabel:`On Click`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:107 +msgid "The fields available in the :guilabel:`Navbar` section can vary depending on the chosen template." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:114 +msgid "Mega menus" +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:116 +msgid "Mega menus are similar to drop-down menus, but instead of a simple list of sub-menus, they display a panel divided into groups of navigation options. This makes them suitable for websites with large amounts of content or :doc:`e-commerce websites <../../ecommerce>`, as they can help include all of your web pages or :doc:`e-commerce categories <../../ecommerce/products/catalog>` in the menu while still making all menu items visible at once." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:-1 msgid "Mega menu in the navigation bar." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:65 +#: ../../content/applications/websites/website/pages/header_footer.rst:125 msgid "To create a mega menu, go to :menuselection:`Website --> Site --> Menu Editor` and click :guilabel:`Add Mega Menu Item`. Enter the :guilabel:`Name` of the mega menu in the pop-up, click :guilabel:`OK`, then :guilabel:`Save`." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:69 -msgid "To adapt the options and layout of the mega menu, click it in the navigation bar, then click :guilabel:`Edit`. Mega menus are composed of building blocks, which means you can customize each component individually using inline formatting, as well as the options available in the :guilabel:`Customize` tab in the website builder. For example, you can:" +#: ../../content/applications/websites/website/pages/header_footer.rst:129 +msgid "To adapt the options and content of the mega menu, click on a mega menu item in the header, then click :guilabel:`Edit`. Mega menus are composed of building blocks, which means you can customize each component individually. For example:" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:74 -msgid "edit the text directly in the building block;" +#: ../../content/applications/websites/website/pages/header_footer.rst:133 +msgid "Edit the text directly in the building block." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:75 -msgid "edit a menu item's URL by selecting the menu item, then clicking the :guilabel:`Edit link` button in the small preview pop-up. Type `/` to search for a page on your website, or `#` to search for an existing custom anchor." +#: ../../content/applications/websites/website/pages/header_footer.rst:134 +msgid "Edit a menu item's URL by selecting the menu item and clicking the :guilabel:`Edit link` button in the small preview pop-up. Type `/` to search for a page on your website, or `#` to search for an existing custom anchor." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:0 +#: ../../content/applications/websites/website/pages/header_footer.rst:0 msgid "Edit a mega menu option." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:82 -msgid "move a menu item by dragging and dropping the related block to the desired position in the mega menu;" +#: ../../content/applications/websites/website/pages/header_footer.rst:141 +msgid "Move a menu item by dragging and dropping the related block to the desired position in the mega menu." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:84 -msgid "delete a menu item by deleting the related block." +#: ../../content/applications/websites/website/pages/header_footer.rst:143 +msgid "Delete a menu item by deleting the related block." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:87 -msgid "You can adapt the general layout of the mega menu by selecting the desired :guilabel:`Template` and :guilabel:`Size` in the :guilabel:`Mega menu` section in the :guilabel:`Customize` tab in the website builder." +#: ../../content/applications/websites/website/pages/header_footer.rst:145 +msgid "To adapt the general layout of the mega menu, go to the :guilabel:`Customize` tab of the website editor, then, in the :guilabel:`Mega Menu` section:" msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:92 -msgid "Header and navigation bar appearance" +#: ../../content/applications/websites/website/pages/header_footer.rst:148 +msgid "Choose a :guilabel:`Template`." msgstr "" -#: ../../content/applications/websites/website/pages/menus.rst:94 -msgid "To customize the appearance of your website's menu, click :guilabel:`Edit`, then select the navigation bar or any menu item. You can then adapt the fields in the :guilabel:`Header` and :guilabel:`Navbar` sections in the :guilabel:`Customize` tab in the website builder." +#: ../../content/applications/websites/website/pages/header_footer.rst:149 +msgid "Pick the :guilabel:`Size`: either :guilabel:`Full-Width` or :guilabel:`Narrow`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:154 +msgid "Footer design" +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:156 +msgid "To modify the footer, click on :guilabel:`Edit`, click on the footer, and in the :guilabel:`Footer` section of the :guilabel:`Customize` tab in the website editor:" +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:159 +msgid "Select a :guilabel:`Template`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:160 +msgid "Choose its :guilabel:`Colors`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:161 +msgid "Choose a :guilabel:`Slideout Effect`: :guilabel:`Regular` (i.e., no effect), :guilabel:`Slide Hover`, or :guilabel:`Shadow`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:163 +msgid "Toggle the :guilabel:`Copyright` switch to hide or show the copyright." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:164 +msgid "Choose the :guilabel:`Border` size." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:165 +msgid "Add a :guilabel:`Shadow`." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:166 +msgid "Add a :guilabel:`Scroll Top Button` and choose its position." +msgstr "" + +#: ../../content/applications/websites/website/pages/header_footer.rst:167 +msgid "Hide or show the footer by toggling the :guilabel:`Page visibility` switch." msgstr "" #: ../../content/applications/websites/website/pages/seo.rst:3 @@ -6929,26 +7121,14 @@ msgid "The :guilabel:`Campaign`, :guilabel:`Medium`, and :guilabel:`Source` are msgstr "" #: ../../content/applications/websites/website/reporting/link_tracker.rst:42 -msgid "Website visibility" +msgid "You can customize the :ref:`visibility ` of building blocks using the :abbr:`UTM (Urchin Tracking Module)` parameters, amongst other conditions." msgstr "" -#: ../../content/applications/websites/website/reporting/link_tracker.rst:44 -msgid "You can use the :abbr:`UTM (Urchin Tracking Module)` parameters to hide or show building blocks for specific audiences. To achieve this, click the :guilabel:`Edit` button on your website, select a building block, go to the :guilabel:`Customize` tab, scroll down to :guilabel:`Visibility`, and click :guilabel:`Conditionally`." -msgstr "" - -#: ../../content/applications/websites/website/reporting/link_tracker.rst:-1 -msgid "Use the conditional visibility to display site elements to specific audiences." -msgstr "" - -#: ../../content/applications/websites/website/reporting/link_tracker.rst:52 -msgid "For each parameter available in the :ref:`Visibility ` section, you can choose :guilabel:`Visible for` or :guilabel:`Hidden for` and select the record you want from the dropdown list." -msgstr "" - -#: ../../content/applications/websites/website/reporting/link_tracker.rst:57 +#: ../../content/applications/websites/website/reporting/link_tracker.rst:46 msgid "Tracked links overview" msgstr "" -#: ../../content/applications/websites/website/reporting/link_tracker.rst:59 +#: ../../content/applications/websites/website/reporting/link_tracker.rst:48 msgid "To get an overview of your tracked links, go to :menuselection:`Website --> Site --> Link Tracker` and scroll down to :guilabel:`Your tracked links` section." msgstr "" @@ -6956,11 +7136,11 @@ msgstr "" msgid "Get an overview of all the links you track." msgstr "" -#: ../../content/applications/websites/website/reporting/link_tracker.rst:66 +#: ../../content/applications/websites/website/reporting/link_tracker.rst:55 msgid "Statistics" msgstr "" -#: ../../content/applications/websites/website/reporting/link_tracker.rst:68 +#: ../../content/applications/websites/website/reporting/link_tracker.rst:57 msgid "To measure the performance of tracked links, click the :guilabel:`Stats` button." msgstr "" @@ -6968,7 +7148,7 @@ msgstr "" msgid "View the statistics related to a specific tracked link." msgstr "" -#: ../../content/applications/websites/website/reporting/link_tracker.rst:73 +#: ../../content/applications/websites/website/reporting/link_tracker.rst:62 msgid "Scroll down to the :guilabel:`Statistics` section to get an overview of the number of clicks of your tracked links. You can display information for a specific period by clicking the :guilabel:`All Time`, :guilabel:`Last Month`, or :guilabel:`Last Week` options." msgstr "" @@ -7106,6 +7286,7 @@ msgid "Custom section with saved building blocks" msgstr "" #: ../../content/applications/websites/website/web_design/building_blocks.rst:120 +#: ../../content/applications/websites/website/web_design/visibility.rst:3 msgid "Visibility" msgstr "" @@ -7142,6 +7323,7 @@ msgid ":doc:`Link Tracker <../reporting/link_tracker>`" msgstr "" #: ../../content/applications/websites/website/web_design/building_blocks.rst:151 +#: ../../content/applications/websites/website/web_design/visibility.rst:96 msgid "Invisible elements" msgstr "" @@ -7875,31 +8057,31 @@ msgstr "" msgid "Once done, click on :guilabel:`Save and Reload`." msgstr "" -#: ../../content/applications/websites/website/web_design/themes.rst:138 +#: ../../content/applications/websites/website/web_design/themes.rst:140 msgid "Button styles" msgstr "" -#: ../../content/applications/websites/website/web_design/themes.rst:140 +#: ../../content/applications/websites/website/web_design/themes.rst:142 msgid "To customize the style of your website's primary and secondary buttons, navigate to the :guilabel:`Button` section in the website editor and edit the relevant options:" msgstr "" -#: ../../content/applications/websites/website/web_design/themes.rst:143 -msgid "Click the arrow next to the :guilabel:`Primary Style` or :guilabel:`Secondary Style` fields and select one of the available styles for each type of button: :guilabel:`Fill`, :guilabel:`Outline`, or :guilabel:`Flat`. When selecting :guilabel:`Outline`, the :guilabel:`Border Width` option" -msgstr "" - -#: ../../content/applications/websites/website/web_design/themes.rst:146 -msgid ":ref:`Modify the fonts `." -msgstr "" - -#: ../../content/applications/websites/website/web_design/themes.rst:147 -msgid "Adjust the :guilabel:`Padding` to change the size of the spacing (in pixels) around the buttons' labels." +#: ../../content/applications/websites/website/web_design/themes.rst:145 +msgid "Click the arrow next to the :guilabel:`Primary Style` or :guilabel:`Secondary Style` fields and select one of the available styles for each type of button: :guilabel:`Fill`, :guilabel:`Outline`, or :guilabel:`Flat`. When selecting :guilabel:`Outline`, the :guilabel:`Border Width` option appears below, allowing you to adjust the width of the button's outline." msgstr "" #: ../../content/applications/websites/website/web_design/themes.rst:149 -msgid "Customize the buttons' border radius using the :guilabel:`Round Corners` option." +msgid ":ref:`Modify the fonts `." msgstr "" #: ../../content/applications/websites/website/web_design/themes.rst:150 +msgid "Adjust the :guilabel:`Padding` to change the size of the spacing (in pixels) around the buttons' labels." +msgstr "" + +#: ../../content/applications/websites/website/web_design/themes.rst:152 +msgid "Customize the buttons' border radius using the :guilabel:`Round Corners` option." +msgstr "" + +#: ../../content/applications/websites/website/web_design/themes.rst:153 msgid "Add an animation when a button is clicked in the :guilabel:`On Click Effect` dropdown menu." msgstr "" @@ -7907,7 +8089,7 @@ msgstr "" msgid "Primary and secondary buttons" msgstr "" -#: ../../content/applications/websites/website/web_design/themes.rst:156 +#: ../../content/applications/websites/website/web_design/themes.rst:159 msgid "You can define custom :guilabel:`Small` and :guilabel:`Large` sizes for the buttons' :guilabel:`Padding`, :guilabel:`Font Size`, and :guilabel:`Round Corners`: Click on the :icon:`fa-caret-right` (arrow) icon and use the related fields." msgstr "" @@ -7915,10 +8097,151 @@ msgstr "" msgid "Button padding, font size and round corners settings" msgstr "" -#: ../../content/applications/websites/website/web_design/themes.rst:165 +#: ../../content/applications/websites/website/web_design/themes.rst:168 msgid "Link style" msgstr "" -#: ../../content/applications/websites/website/web_design/themes.rst:167 +#: ../../content/applications/websites/website/web_design/themes.rst:170 msgid "In the :guilabel:`Link` section, click on :guilabel:`Link Style` to choose the appearance of links on your website. Select :guilabel:`No Underline`, :guilabel:`Underline On Hover`, or :guilabel:`Always Underline` in the dropdown menu." msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:5 +msgid "You can choose to display or hide building blocks based on a visitor's:" +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:7 +msgid "device type (mobile or computer)," +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:8 +msgid "country (IP-based geolocation)," +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:9 +msgid "website language," +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:10 +msgid ":doc:`UTM parameters <../reporting/link_tracker>`, and" +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:11 +msgid "login state." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:16 +msgid "Mobile/computer" +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:25 +msgid "To toggle the visibility of a building block based on the visitor's device type:" +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:27 +msgid "Open the website editor and select a block." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:28 +msgid "In the :guilabel:`Customize` tab, under the block's customization options, look for :guilabel:`Visibility`." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:31 +msgid "Click the |desktop icon| (:guilabel:`Show/Hide on Desktop`) button to hide the block for users visiting your website from a computer." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:33 +msgid "Click the |mobile icon| (:guilabel:`Show/Hide on Mobile`) button to hide the block for users visiting your website from a mobile device." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:36 +#: ../../content/applications/websites/website/web_design/visibility.rst:83 +msgid "Click :guilabel:`Save` to apply the changes." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:38 +msgid "It is also sometimes possible to hide elements within blocks. It is mostly used to hide specific elements inside blocks that may be too wide to be correctly displayed on mobile devices. To see if the option is available, select an element within a block and look for the :guilabel:`Visibility` option under the element's customization option." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:44 +msgid "The selected image is hidden on mobile devices." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:0 +msgid "Example of an column element hidden on mobile devices" +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:52 +msgid "Conditions" +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:54 +msgid "To access the country, website language, UTM parameters, and login state conditions:" +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:56 +msgid "Open the website editor and select a building block." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:57 +msgid "In the :guilabel:`Customize` tab, look for :guilabel:`Visibility`." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:58 +msgid "Click :guilabel:`No condition` and select :guilabel:`Conditionally` instead to display the different options:" +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:61 +msgid ":guilabel:`Country`: the country of the visitor's IP address." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:62 +msgid ":guilabel:`Languages`: the website language used by the visitor." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:65 +msgid "This option is only available if more than one :doc:`language is installed <../configuration/translate>`." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:68 +msgid ":guilabel:`UTM Campaign`: the selected campaign." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:69 +msgid ":guilabel:`UTM Medium`: the selected medium of any campaign." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:70 +msgid ":guilabel:`UTM Source`: the selected source of any campaign." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:71 +msgid ":guilabel:`Users`: select whether the visitor should be :guilabel:`Logged In` or :guilabel:`Logged Out` to view the block. By default, the option is set to :guilabel:`Visible for Everyone`." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:75 +msgid "For one or more of the first five options, choose if the block should be :guilabel:`Visible for` or :guilabel:`Hidden for`, then click :guilabel:`Choose a record...` and select it." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:79 +msgid "You can select multiple records for each option by clicking :guilabel:`Choose a record...` again." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:81 +msgid "Click the :icon:`fa-minus` (:guilabel:`remove`) button to remove an option." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:86 +msgid "A block with the following configuration will only be displayed to visitors with a Belgian IP address, for which the website is displayed in French, unless they visit the page using the `Sales` campaign tracked URL." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:0 +msgid "Example of a block configured with several visibility conditions" +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:98 +msgid "Blocks and elements with custom visibility settings are listed at the bottom of the website editor sidebar. You can preview how the page would look like by clicking the :icon:`fa-eye` (:guilabel:`visible`) button to hide a block or element, or the :icon:`fa-eye-slash` (:guilabel:`hidden`) to show it in the website editor." +msgstr "" + +#: ../../content/applications/websites/website/web_design/visibility.rst:-1 +msgid "Blocks and elements with custom visibility settings displayed at the bottom of the editor" +msgstr ""