khanh.pndc/odoo-docs
1
0
Fork 0
mirror of https://github.com/odoo/documentation.git synced 2026-01-04 02:36:32 +07:00
Code Issues Packages Projects Releases Wiki Activity

[I18N] *: re-export pot files

Browse Source 
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)

closes odoo/documentation#13158

X-original-commit: af12190ee0
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
This commit is contained in:
Tiffany Chang (tic)
2025-04-30 15:03:07 +00:00
parent a626820221
commit 69560ebd0c
11 changed files with 8201 additions and 5744 deletions
Download Patch File Download Diff File Expand all files Collapse all files

179
locale/sources/administration.pot
View File

@@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 18.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2025-03-27 16:07+0000\n"
"POT-Creation-Date: 2025-04-30 14:37+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@@ -91,12 +91,12 @@ msgid "Transferring an on-premise database"
msgstr ""
#: ../../content/administration/hosting.rst:17
#: ../../content/administration/hosting.rst:90
#: ../../content/administration/hosting.rst:92
msgid "To Odoo Online"
msgstr ""
#: ../../content/administration/hosting.rst:20
#: ../../content/administration/hosting.rst:93
#: ../../content/administration/hosting.rst:95
msgid "Odoo Online is *not* compatible with **non-standard apps**."
msgstr ""
@@ -117,11 +117,12 @@ msgid "Use the database manager to grab a *dump with filestore*."
msgstr ""
#: ../../content/administration/hosting.rst:26
msgid "`Submit a support ticket <https://www.odoo.com/help>`_ including the following:"
#: ../../content/administration/hosting.rst:98
msgid "`Create a support ticket <https://www.odoo.com/help-form>`_ including the following:"
msgstr ""
#: ../../content/administration/hosting.rst:28
#: ../../content/administration/hosting.rst:98
#: ../../content/administration/hosting.rst:100
msgid "your **subscription number**,"
msgstr ""
@@ -134,22 +135,22 @@ msgid "the **dump** as an attachment or as a link to the file (required for 60 M
msgstr ""
#: ../../content/administration/hosting.rst:32
#: ../../content/administration/hosting.rst:105
#: ../../content/administration/hosting.rst:107
msgid "Odoo then makes sure the database is compatible before putting it online. In case of technical issues during the process, Odoo might contact you."
msgstr ""
#: ../../content/administration/hosting.rst:36
#: ../../content/administration/hosting.rst:109
msgid "If you have time constraints, `submit a support ticket <https://www.odoo.com/help>`_ as soon as possible to schedule the transfer."
#: ../../content/administration/hosting.rst:111
msgid "If you have time constraints, `create a support ticket <https://www.odoo.com/help-form>`_ as soon as possible to schedule the transfer."
msgstr ""
#: ../../content/administration/hosting.rst:40
#: ../../content/administration/hosting.rst:77
#: ../../content/administration/hosting.rst:78
msgid "To Odoo.sh"
msgstr ""
#: ../../content/administration/hosting.rst:42
#: ../../content/administration/hosting.rst:83
#: ../../content/administration/hosting.rst:85
msgid "Follow the instructions found in :ref:`the Import your database section <odoo_sh_import_your_database>` of the Odoo.sh *Create your project* documentation."
msgstr ""
@@ -166,77 +167,73 @@ msgid "Transferring an online database running on Odoo 16.3 would require first
msgstr ""
#: ../../content/administration/hosting.rst:59
msgid "Click the gear icon (:guilabel:`⚙`) next to the database name on the `Odoo Online database manager <https://www.odoo.com/my/databases/>`_ to display its version number."
msgid "Click the :icon:`fa-gear` (:guilabel:`gear`) button next to the database name on the `Odoo Online database manager <https://www.odoo.com/my/databases/>`_ to display its version number."
msgstr ""
#: ../../content/administration/hosting.rst:63
msgid "If there is an active Odoo subscription linked to the database being migrated, reach out to the Customer Service Manager or `submit a support ticket <https://www.odoo.com/help>`_ to complete the subscription transfer."
msgid "If there is an active Odoo subscription linked to the database being migrated, reach out to the Customer Service Manager or `contact Odoo support <https://www.odoo.com/help>`_ to complete the subscription transfer."
msgstr ""
#: ../../content/administration/hosting.rst:68
#: ../../content/administration/hosting.rst:118
#: ../../content/administration/hosting.rst:120
msgid "To on-premise"
msgstr ""
#: ../../content/administration/hosting.rst:70
#: ../../content/administration/hosting.rst:79
msgid "Sign in to `the Odoo Online database manager <https://www.odoo.com/my/databases/>`_ and click the gear icon (:guilabel:`⚙`) next to the database name to :guilabel:`Download` a backup. If the download fails due to the file being too large, `contact Odoo support <https://www.odoo.com/help>`_."
#: ../../content/administration/hosting.rst:80
msgid "Download a database backup by signing in to `the Odoo Online database manager <https://www.odoo.com/my/databases/>`_, clicking the :icon:`fa-gear` (:guilabel:`gear`) button next to the database name, then selecting :icon:`fa-cloud-download` :guilabel:`Download`. If the download fails due to the file being too large, `contact Odoo support <https://www.odoo.com/help>`_."
msgstr ""
#: ../../content/administration/hosting.rst:74
#: ../../content/administration/hosting.rst:121
#: ../../content/administration/hosting.rst:75
#: ../../content/administration/hosting.rst:123
msgid "Restore the database from the database manager on your local server using the backup."
msgstr ""
#: ../../content/administration/hosting.rst:87
#: ../../content/administration/hosting.rst:89
msgid "Transferring an Odoo.sh database"
msgstr ""
#: ../../content/administration/hosting.rst:95
#: ../../content/administration/hosting.rst:97
msgid "Uninstall all **non-standard apps** in a staging build before doing it in the production build."
msgstr ""
#: ../../content/administration/hosting.rst:96
msgid "`Create a support ticket <https://www.odoo.com/help>`_ including the following:"
msgstr ""
#: ../../content/administration/hosting.rst:99
#: ../../content/administration/hosting.rst:101
msgid "the **URL** you want to use for the database (e.g., `company.odoo.com`),"
msgstr ""
#: ../../content/administration/hosting.rst:100
#: ../../content/administration/hosting.rst:102
msgid "which **branch** should be migrated,"
msgstr ""
#: ../../content/administration/hosting.rst:101
#: ../../content/administration/hosting.rst:103
msgid "in which **region** you want the database to be hosted (Americas, Europe, or Asia),"
msgstr ""
#: ../../content/administration/hosting.rst:102
#: ../../content/administration/hosting.rst:104
msgid "which user(s) will be the **administrator(s)**, and"
msgstr ""
#: ../../content/administration/hosting.rst:103
#: ../../content/administration/hosting.rst:105
msgid "**when** (and in which timezone) you want the database to be up and running."
msgstr ""
#: ../../content/administration/hosting.rst:111
#: ../../content/administration/hosting.rst:113
msgid "Select the **region** closest to most of your users to reduce latency."
msgstr ""
#: ../../content/administration/hosting.rst:112
#: ../../content/administration/hosting.rst:114
msgid "Future **administrator(s)** must have an Odoo.com account."
msgstr ""
#: ../../content/administration/hosting.rst:113
#: ../../content/administration/hosting.rst:115
msgid "The **date and time** you want the database to be up and running are helpful to organize the switch from the Odoo.sh server to the Odoo Online servers."
msgstr ""
#: ../../content/administration/hosting.rst:115
#: ../../content/administration/hosting.rst:117
msgid "Databases are **not reachable** during their migration."
msgstr ""
#: ../../content/administration/hosting.rst:120
#: ../../content/administration/hosting.rst:122
msgid "Download a :ref:`backup of your Odoo.sh production database <odoo_sh_branches_backups>`."
msgstr ""
@@ -596,7 +593,11 @@ msgstr ""
msgid ":ref:`odoo_online/users`"
msgstr ""
#: ../../content/administration/odoo_online.rst:43
#: ../../content/administration/odoo_online.rst:39
msgid ":ref:`odoo_online/web-services`"
msgstr ""
#: ../../content/administration/odoo_online.rst:44
#: ../../content/administration/odoo_sh/getting_started/branches.rst:293
#: ../../content/administration/odoo_sh/getting_started/settings.rst:123
#: ../../content/administration/odoo_sh/getting_started/settings.rst:168
@@ -604,92 +605,92 @@ msgstr ""
msgid "Upgrade"
msgstr ""
#: ../../content/administration/odoo_online.rst:45
#: ../../content/administration/odoo_online.rst:46
msgid "Trigger a database upgrade."
msgstr ""
#: ../../content/administration/odoo_online.rst:48
#: ../../content/administration/odoo_online.rst:49
msgid "For more information about the upgrade process, check out the :ref:`Odoo Online upgrade documentation <upgrade-request-test>`."
msgstr ""
#: ../../content/administration/odoo_online.rst:54
#: ../../content/administration/odoo_online.rst:55
msgid "Duplicate"
msgstr ""
#: ../../content/administration/odoo_online.rst:56
#: ../../content/administration/odoo_online.rst:57
msgid "Create an exact copy of the database, which can be used to perform testing without compromising daily operations."
msgstr ""
#: ../../content/administration/odoo_online.rst:60
#: ../../content/administration/odoo_online.rst:61
msgid "By checking :guilabel:`For testing purposes`, all external actions (emails, payments, delivery orders, etc.) are disabled by default on the duplicated database."
msgstr ""
#: ../../content/administration/odoo_online.rst:62
#: ../../content/administration/odoo_online.rst:63
msgid "Duplicated databases expire automatically after 15 days."
msgstr ""
#: ../../content/administration/odoo_online.rst:63
#: ../../content/administration/odoo_online.rst:64
msgid "A maximum of five duplicates can be made per database. Under extraordinary circumstances, contact `support <https://www.odoo.com/help>`_ to raise the limit."
msgstr ""
#: ../../content/administration/odoo_online.rst:69
#: ../../content/administration/odoo_online.rst:70
msgid "Rename"
msgstr ""
#: ../../content/administration/odoo_online.rst:71
#: ../../content/administration/odoo_online.rst:72
msgid "Rename the database and its URL."
msgstr ""
#: ../../content/administration/odoo_online.rst:76
#: ../../content/administration/odoo_online.rst:77
msgid "Download"
msgstr ""
#: ../../content/administration/odoo_online.rst:78
#: ../../content/administration/odoo_online.rst:79
msgid "Download a ZIP file containing a backup of the database."
msgstr ""
#: ../../content/administration/odoo_online.rst:81
#: ../../content/administration/odoo_online.rst:82
msgid "Databases are backed up daily as per the `Odoo Cloud Hosting SLA <https://www.odoo.com/cloud-sla>`_."
msgstr ""
#: ../../content/administration/odoo_online.rst:87
#: ../../content/administration/odoo_online.rst:88
msgid "Domain names"
msgstr ""
#: ../../content/administration/odoo_online.rst:89
#: ../../content/administration/odoo_online.rst:90
msgid "Use a custom :doc:`domain name </applications/websites/website/configuration/domain_names>` to access the database via another URL."
msgstr ""
#: ../../content/administration/odoo_online.rst:93
#: ../../content/administration/odoo_online.rst:94
msgid "You can :ref:`register a domain name for free <domain-name/register>`."
msgstr ""
#: ../../content/administration/odoo_online.rst:98
#: ../../content/administration/odoo_online.rst:99
msgid "Tags"
msgstr ""
#: ../../content/administration/odoo_online.rst:100
#: ../../content/administration/odoo_online.rst:101
msgid "Add tags to easily identify and sort your databases."
msgstr ""
#: ../../content/administration/odoo_online.rst:103
#: ../../content/administration/odoo_online.rst:104
msgid "You can search for tags in the search bar."
msgstr ""
#: ../../content/administration/odoo_online.rst:108
#: ../../content/administration/odoo_online.rst:109
#: ../../content/administration/odoo_sh/getting_started/branches.rst:550
msgid "Delete"
msgstr ""
#: ../../content/administration/odoo_online.rst:110
#: ../../content/administration/odoo_online.rst:111
msgid "Delete a database instantly."
msgstr ""
#: ../../content/administration/odoo_online.rst:113
#: ../../content/administration/odoo_online.rst:114
msgid "Deleting a database means that all data is permanently lost. The deletion is instant and applies to all users. It is recommended to create a backup of the database before deleting it."
msgstr ""
#: ../../content/administration/odoo_online.rst:116
#: ../../content/administration/odoo_online.rst:117
msgid "Carefully read the warning message and only proceed if the implications of deleting a database are fully understood."
msgstr ""
@@ -697,31 +698,31 @@ msgstr ""
msgid "The warning message displayed before deleting a database"
msgstr ""
#: ../../content/administration/odoo_online.rst:123
#: ../../content/administration/odoo_online.rst:124
msgid "Only an administrator can delete a database."
msgstr ""
#: ../../content/administration/odoo_online.rst:124
#: ../../content/administration/odoo_online.rst:125
msgid "The database name is immediately made available to anyone."
msgstr ""
#: ../../content/administration/odoo_online.rst:125
#: ../../content/administration/odoo_online.rst:126
msgid "Deleting a database if it has expired or is linked to a subscription is impossible. In that case, contact `Odoo Support <https://www.odoo.com/help>`_."
msgstr ""
#: ../../content/administration/odoo_online.rst:131
#: ../../content/administration/odoo_online.rst:132
msgid "Contact us"
msgstr ""
#: ../../content/administration/odoo_online.rst:133
#: ../../content/administration/odoo_online.rst:134
msgid "Access the `Odoo.com support page <https://www.odoo.com/help>`_ with the database's details already pre-filled."
msgstr ""
#: ../../content/administration/odoo_online.rst:139
#: ../../content/administration/odoo_online.rst:140
msgid "Invite / remove users"
msgstr ""
#: ../../content/administration/odoo_online.rst:141
#: ../../content/administration/odoo_online.rst:142
msgid "To invite users, fill out the new user's email address and click :guilabel:`Invite`. To add multiple users, click :guilabel:`Add more users`."
msgstr ""
@@ -729,18 +730,34 @@ msgstr ""
msgid "Inviting a user on a database"
msgstr ""
#: ../../content/administration/odoo_online.rst:147
#: ../../content/administration/odoo_online.rst:148
msgid "To remove users, select them and click :guilabel:`Remove`."
msgstr ""
#: ../../content/administration/odoo_online.rst:150
#: ../../content/administration/odoo_online.rst:151
msgid ":doc:`/applications/general/users`"
msgstr ""
#: ../../content/administration/odoo_online.rst:151
#: ../../content/administration/odoo_online.rst:152
msgid ":doc:`odoo_accounts`"
msgstr ""
#: ../../content/administration/odoo_online.rst:157
msgid "Web Services"
msgstr ""
#: ../../content/administration/odoo_online.rst:159
msgid "In order to programmatically retrieve the list of the databases displayed in the `database manager <https://www.odoo.com/my/databases>`_, call the method `list` of the model `odoo.database` via a :doc:`Web Service </developer/howtos/web_services>` call."
msgstr ""
#: ../../content/administration/odoo_online.rst:163
msgid "Inspired from the examples provided in the :doc:`Web Services </developer/howtos/web_services>` section, this is how to retrieve this list with the library ``xmlrpc.client``::"
msgstr ""
#: ../../content/administration/odoo_online.rst:176
msgid "And here is the equivalent example with JSON-RPC::"
msgstr ""
#: ../../content/administration/odoo_sh.rst:5
#: ../../content/administration/supported_versions.rst:30
#: ../../content/administration/upgrade.rst:22
@@ -3616,7 +3633,7 @@ msgid "We'll use 8 workers + 1 for cron. We'll also use a monitoring system to m
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:243
msgid "RAM = 9 * ((0.8*150) + (0.2*1024)) ~= 3Go RAM for Odoo"
msgid "RAM = 9 * ((0.8*150) + (0.2*1024)) ~= 3GB RAM for Odoo"
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:245
@@ -4129,46 +4146,34 @@ msgid "Supported Browsers"
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:884
msgid "Odoo supports all the major desktop and mobile browsers available on the market, as long as they are supported by their publishers."
msgid "Odoo supports the latest version of the following browsers."
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:887
msgid "Here are the supported browsers:"
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:889
#: ../../content/administration/on_premise/deploy.rst:886
msgid "Google Chrome"
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:890
#: ../../content/administration/on_premise/deploy.rst:887
msgid "Mozilla Firefox"
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:891
#: ../../content/administration/on_premise/deploy.rst:888
msgid "Microsoft Edge"
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:892
#: ../../content/administration/on_premise/deploy.rst:889
msgid "Apple Safari"
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:894
msgid "Please make sure your browser is up-to-date and still supported by its publisher before filing a bug report."
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:899
msgid "Since Odoo 13.0, ES6 is supported. Therefore, IE support is dropped."
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:902
#: ../../content/administration/on_premise/deploy.rst:892
msgid "to have multiple Odoo installations use the same PostgreSQL database, or to provide more computing resources to both software."
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:905
#: ../../content/administration/on_premise/deploy.rst:895
msgid "technically a tool like socat_ can be used to proxy UNIX sockets across networks, but that is mostly for software which can only be used over UNIX sockets"
msgstr ""
#: ../../content/administration/on_premise/deploy.rst:909
#: ../../content/administration/on_premise/deploy.rst:899
msgid "or be accessible only over an internal packet-switched network, but that requires secured switches, protections against `ARP spoofing`_ and precludes usage of WiFi. Even over secure packet-switched networks, deployment over HTTPS is recommended, and possible costs are lowered as \"self-signed\" certificates are easier to deploy on a controlled environment than over the internet."
msgstr ""

147
locale/sources/essentials.pot
View File

@@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 18.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2025-03-27 16:07+0000\n"
"POT-Creation-Date: 2025-04-30 14:37+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@@ -182,7 +182,6 @@ msgid "Activities can be scheduled from many different places, such as from the
msgstr ""
#: ../../content/applications/essentials/activities.rst:134
#: ../../content/applications/essentials/activities.rst:210
msgid "Enter the following information on the form:"
msgstr ""
@@ -276,50 +275,14 @@ msgid "The list of activities that is accessed from the main menu bar. Two entri
msgstr ""
#: ../../content/applications/essentials/activities.rst:204
msgid "Request a document"
msgid "The option to :ref:`Request a Document <documents/request>` is available at the bottom of the list of all scheduled activities."
msgstr ""
#: ../../content/applications/essentials/activities.rst:206
msgid "The option to :guilabel:`Request a Document` is available at the bottom of the list of :ref:`all scheduled activities <activities/all>`, the option to :guilabel:`Request a Document` appears. Click :guilabel:`Request a Document`, and a :guilabel:`Request a file` pop-up window appears."
msgstr ""
#: ../../content/applications/essentials/activities.rst:212
msgid ":guilabel:`Document Name`: enter a name for the document being requested."
msgstr ""
#: ../../content/applications/essentials/activities.rst:213
msgid ":guilabel:`Request To`: select the user the document is being requested from using the drop-down menu."
msgstr ""
#: ../../content/applications/essentials/activities.rst:215
msgid ":guilabel:`Due Date In`: enter a numerical value indicating when the document is due. Next to this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default option, to reveal a drop-down menu. Select the desired time-frame option from the list. The options are :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:219
msgid ":guilabel:`Workspace`: using the drop-down menu, select the specific :ref:`Workspace <documents/workspaces>` the document is being uploaded to."
msgstr ""
#: ../../content/applications/essentials/activities.rst:221
msgid ":guilabel:`Tags`: select any desired tags from the drop-down menu. The available tags displayed are based on the tags configured for the selected :guilabel:`Workspace`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:223
msgid ":guilabel:`Message`: enter a message to clarify the document request in this field."
msgstr ""
#: ../../content/applications/essentials/activities.rst:225
msgid "When all the fields are completed, click :guilabel:`Request` to send the document request."
msgstr ""
#: ../../content/applications/essentials/activities.rst:-1
msgid "The Request a file form, with all fields filled out to request a contract."
msgstr ""
#: ../../content/applications/essentials/activities.rst:234
#: ../../content/applications/essentials/activities.rst:210
msgid "Activity types"
msgstr ""
#: ../../content/applications/essentials/activities.rst:236
#: ../../content/applications/essentials/activities.rst:212
msgid "To view the currently configured types of activities in the database, navigate to :menuselection:`Settings app --> Discuss section --> Activities setting --> Activity Types`."
msgstr ""
@@ -327,11 +290,11 @@ msgstr ""
msgid "Activity Types button in the Settings application under the Discuss section."
msgstr ""
#: ../../content/applications/essentials/activities.rst:243
#: ../../content/applications/essentials/activities.rst:219
msgid "Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found."
msgstr ""
#: ../../content/applications/essentials/activities.rst:246
#: ../../content/applications/essentials/activities.rst:222
msgid "Individual applications have a list of *Activity Types* dedicated to that application. For example, to view and edit the activities available for the *CRM* application, go to :menuselection:`CRM app --> Configuration --> Activity Types`."
msgstr ""
@@ -339,115 +302,111 @@ msgstr ""
msgid "The list of activity types already configured and available."
msgstr ""
#: ../../content/applications/essentials/activities.rst:255
#: ../../content/applications/essentials/activities.rst:231
msgid "Edit activity types"
msgstr ""
#: ../../content/applications/essentials/activities.rst:257
#: ../../content/applications/essentials/activities.rst:233
msgid "To edit an existing :ref:`activity type <activities/types>`, click on the activity type, and the activity type form loads."
msgstr ""
#: ../../content/applications/essentials/activities.rst:260
#: ../../content/applications/essentials/activities.rst:236
msgid "Make any desired changes to the activity type form. The form automatically saves, but it can be saved manually at any time by clicking the :guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon, located in the top-left corner of the page."
msgstr ""
#: ../../content/applications/essentials/activities.rst:265
#: ../../content/applications/essentials/activities.rst:241
msgid "Create new activity types"
msgstr ""
#: ../../content/applications/essentials/activities.rst:267
#: ../../content/applications/essentials/activities.rst:243
msgid "To create a new :ref:`activity type <activities/types>`, click :guilabel:`New` from the :guilabel:`Activity Types` page, and a blank activity type form loads."
msgstr ""
#: ../../content/applications/essentials/activities.rst:270
#: ../../content/applications/essentials/activities.rst:246
msgid "Enter a :guilabel:`Name` for the activity type at the top of the form, then enter the following information on the form."
msgstr ""
#: ../../content/applications/essentials/activities.rst:274
#: ../../content/applications/essentials/activities.rst:250
msgid "Activity Settings section"
msgstr ""
#: ../../content/applications/essentials/activities.rst:276
msgid ":guilabel:`Action`: using the drop-down menu, select an action associated with this new activity type. Some actions trigger specific behaviors after an activity is scheduled, such as:"
#: ../../content/applications/essentials/activities.rst:252
msgid ":guilabel:`Action`: Using the drop-down menu, select an action associated with this new activity type. Some actions trigger specific behaviors after an activity is scheduled, such as:"
msgstr ""
#: ../../content/applications/essentials/activities.rst:279
msgid ":guilabel:`Upload Document`: if selected, a link to upload a document is automatically added to the planned activity in the chatter."
#: ../../content/applications/essentials/activities.rst:255
msgid ":guilabel:`Upload Document`: If selected, a link to upload a document is automatically added to the planned activity in the chatter."
msgstr ""
#: ../../content/applications/essentials/activities.rst:281
msgid ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option to open their calendar to select a date and time for the activity."
#: ../../content/applications/essentials/activities.rst:257
msgid ":guilabel:`Call` or :guilabel:`Meeting`: If selected, users have the option to open their calendar to select a date and time for the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:283
msgid ":guilabel:`Request Signature`: if selected, a link to open a signature request pop-up window is automatically added to the planned activity in the chatter. This requires the Odoo *Sign* application to be installed."
#: ../../content/applications/essentials/activities.rst:259
msgid ":guilabel:`Request Signature`: If selected, a link to open a signature request pop-up window is automatically added to the planned activity in the chatter. This requires the Odoo *Sign* application to be installed."
msgstr ""
#: ../../content/applications/essentials/activities.rst:288
#: ../../content/applications/essentials/activities.rst:264
msgid "Available activity types vary based on the installed applications in the database."
msgstr ""
#: ../../content/applications/essentials/activities.rst:290
msgid ":guilabel:`Folder`: select a specific :ref:`workspace <documents/workspaces>` folder to save a document to. This field **only** appears if :guilabel:`Upload Document` is selected for the :guilabel:`Action`."
#: ../../content/applications/essentials/activities.rst:266
msgid ":guilabel:`Folder`: Select a specific :ref:`folder <documents/folders>` to save a document to. This field **only** appears if :guilabel:`Upload Document` is selected for the :guilabel:`Action`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:294
msgid "Using the drop-down menu, select the :guilabel:`Folder` the document is saved to."
#: ../../content/applications/essentials/activities.rst:269
msgid ":guilabel:`Default User`: Select a user from the drop-down menu to automatically assign this activity to the selected user when this activity type is scheduled. If this field is left blank, the activity is assigned to the user who creates the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:296
msgid ":guilabel:`Default User`: select a user from the drop-down menu to automatically assign this activity to the selected user when this activity type is scheduled. If this field is left blank, the activity is assigned to the user who creates the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:299
#: ../../content/applications/essentials/activities.rst:272
msgid ":guilabel:`Default Summary`: enter a note to include whenever this activity type is created."
msgstr ""
#: ../../content/applications/essentials/activities.rst:302
#: ../../content/applications/essentials/activities.rst:275
msgid "The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are included when an activity is created. However, they can be altered before the activity is scheduled or saved."
msgstr ""
#: ../../content/applications/essentials/activities.rst:306
msgid ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been marked as `Done` visible in the :ref:`activity view <activities/activity>`."
#: ../../content/applications/essentials/activities.rst:279
msgid ":guilabel:`Keep Done`: Tick this checkbox to keep activities that have been marked as `Done` visible in the :ref:`activity view <activities/activity>`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:308
#: ../../content/applications/essentials/activities.rst:281
msgid ":guilabel:`Default Note`: enter any notes to appear with the activity."
msgstr ""
#: ../../content/applications/essentials/activities.rst:311
#: ../../content/applications/essentials/activities.rst:284
msgid "Next Activity section"
msgstr ""
#: ../../content/applications/essentials/activities.rst:313
#: ../../content/applications/essentials/activities.rst:286
msgid "It is possible to have another activity either suggested or triggered. To do so, configure the :guilabel:`Next Activity` section."
msgstr ""
#: ../../content/applications/essentials/activities.rst:316
#: ../../content/applications/essentials/activities.rst:289
msgid ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on the selected option, either the :guilabel:`Suggest` or :guilabel:`Trigger` field is displayed."
msgstr ""
#: ../../content/applications/essentials/activities.rst:321
#: ../../content/applications/essentials/activities.rst:294
msgid "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload Document` is selected for the :guilabel:`Action`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:324
#: ../../content/applications/essentials/activities.rst:297
msgid ":guilabel:`Suggest/Trigger`: depending on what is selected for the :guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or :guilabel:`Trigger`. Using the drop-down menu, select the activity to recommend or schedule as a follow-up task to the activity type."
msgstr ""
#: ../../content/applications/essentials/activities.rst:327
#: ../../content/applications/essentials/activities.rst:300
msgid ":guilabel:`Schedule`: configure when the next activity is suggested or triggered."
msgstr ""
#: ../../content/applications/essentials/activities.rst:329
#: ../../content/applications/essentials/activities.rst:302
msgid "First, enter a numerical value indicating when the activity is suggested or triggered."
msgstr ""
#: ../../content/applications/essentials/activities.rst:331
#: ../../content/applications/essentials/activities.rst:304
msgid "Next to this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default option, to reveal a drop-down menu. Select the desired time-frame option from the list. The options are :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
msgstr ""
#: ../../content/applications/essentials/activities.rst:335
#: ../../content/applications/essentials/activities.rst:308
msgid "Lastly, using the drop-down menu, select whether the activity is scheduled or triggered either :guilabel:`after previous activity deadline` or :guilabel:`after completion date`."
msgstr ""
@@ -455,15 +414,15 @@ msgstr ""
msgid "A new Activity form with all the fields filled out."
msgstr ""
#: ../../content/applications/essentials/activities.rst:343
#: ../../content/applications/essentials/activities.rst:316
msgid ":doc:`../productivity/discuss`"
msgstr ""
#: ../../content/applications/essentials/activities.rst:344
#: ../../content/applications/essentials/activities.rst:317
msgid ":doc:`../productivity/discuss/team_communication`"
msgstr ""
#: ../../content/applications/essentials/activities.rst:345
#: ../../content/applications/essentials/activities.rst:318
msgid ":doc:`../sales/crm/optimize/utilize_activities`"
msgstr ""
@@ -1532,7 +1491,7 @@ msgid "The :guilabel:`External ID` field does **not** appear in the :guilabel:`F
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:537
msgid "Select the required fields to be included in the export using the :ref:`options <export-data>` on the pop-up window, then click :guilabel:`Export`."
msgid "Select the required fields to be included in the export using the :ref:`options <essentials/export_import_data/export-data>` on the pop-up window, then click :guilabel:`Export`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:541
@@ -1540,10 +1499,10 @@ msgid "Import updated data"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:543
msgid "After exporting, make any necessary changes to the data file. When the file is ready, it can be :ref:`imported <import-data>` by following the same process as a normal data import."
msgid "After exporting, make any necessary changes to the data file. When the file is ready, it can be :ref:`imported <essentials/export_import_data/import-data>` by following the same process as a normal data import."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:547
#: ../../content/applications/essentials/export_import_data.rst:548
msgid "When updating data, it is extremely important that the *External ID* remain consistent, as this is how the system identifies a record. If an ID is altered, or removed, the system may add a duplicate record, instead of updating the existing one."
msgstr ""
@@ -2182,7 +2141,7 @@ msgid ":guilabel:`Snailmail`: sends customer invoices and follow-up reports by p
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:44
msgid ":guilabel:`Signer identification with itsme®: Ask document signatories in Odoo **Sign** to provide their identity using the *itsme* :icon:`fa-registered` identity platform, which is available in Belgium and the Netherlands."
msgid ":guilabel:`Signer identification with itsme®`: Ask document signatories in Odoo **Sign** to provide their identity using the *itsme* :icon:`fa-registered` identity platform, which is available in Belgium and the Netherlands."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:48
@@ -2354,15 +2313,7 @@ msgid "The available |IAP| accounts appear in a list view on the :guilabel:`IAP
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:179
msgid "On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` checkbox. Doing so reveals two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:182
msgid "In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the minimum threshold for this service. In the :guilabel:`Warning Email` field, enter the email address that receives the notification."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:186
msgid "Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the balance of credits falls below the amount listed as the :guilabel:`Threshold`."
msgid "Set the :guilabel:`Email Alert Threshold` to the credit amount that should trigger a low-credit alert when the balance falls below it. Next, select which user(s) should receive the email notification using the :guilabel:`Email Alert Recipients` field."
msgstr ""
#: ../../content/applications/essentials/keyboard_shortcuts.rst:3
@@ -2638,7 +2589,7 @@ msgid "After selecting a view, you should ensure only the relevant records are :
msgstr ""
#: ../../content/applications/essentials/reporting.rst:52
msgid "When you select a measure, Odoo aggregates the values recorded on that field for the filtered records. Only numerical fields (:ref:`integer <studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) can be measured. In addition, the :guilabel:`Count` option is used to count the total number of filtered records."
msgid "When you select a measure, Odoo aggregates the values recorded on that field for the filtered records. Only numerical fields (:ref:`integer <studio/fields/simple-fields-integer>`, :ref:`decimal <studio/fields/simple-fields-decimal>`, :ref:`monetary <studio/fields/simple-fields-monetary>`) can be measured. In addition, the :guilabel:`Count` option is used to count the total number of filtered records."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:58

2502
locale/sources/finance.pot
View File

File diff suppressed because it is too large Load Diff

759
locale/sources/general.pot
View File

File diff suppressed because it is too large Load Diff

1230
locale/sources/hr.pot
View File

File diff suppressed because it is too large Load Diff

2693
locale/sources/inventory_and_mrp.pot
View File

File diff suppressed because it is too large Load Diff

2817
locale/sources/productivity.pot
View File

File diff suppressed because it is too large Load Diff

1304
locale/sources/sales.pot
View File

File diff suppressed because it is too large Load Diff

462
locale/sources/services.pot
View File

@@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 18.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2025-03-27 16:07+0000\n"
"POT-Creation-Date: 2025-04-30 14:37+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@@ -1028,51 +1028,51 @@ msgstr ""
msgid "Track and bill time"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:5
msgid "Odoo *Helpdesk* provides teams with the ability to track the amount of hours spent working on a ticket, and to bill a customer for that time. Through integrations with the *Sales*, *Timesheets*, *Project* and *Accounting* applications, customers can be charged once the work is completed, or before it has even begun."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:7
msgid "Odoo **Helpdesk** provides teams with the ability to track the amount of hours spent working on a ticket, and to bill a customer for that time. Through integrations with the **Sales**, **Timesheets**, **Project** and **Accounting** applications, customers can be charged once the work is completed, or before it has even begun."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:11
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:13
msgid "Since the *Track & Bill Time* features require integration with other applications, enabling them may result in the installation of additional modules or applications."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:14
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:16
msgid "Installing a new application on a *One-App-Free* database triggers a 15-day trial. At the end of the trial, if a paid subscription has not been added to the database, it will no longer be active or accessible."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:19
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
msgid "Configure track and bill time features"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
msgid "Before a customer can be invoiced for support services, the *Track & Bill Time* features **must** be enabled on each *Helpdesk* team individually."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:25
msgid "Enable track and bill time on a helpdesk team"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:23
msgid "Before a customer can be invoiced for support services, the *Track & Bill Time* features **must** be enabled on each **Helpdesk** team individually."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27
msgid "To view and enable the *Track & Bill Time* features on a *Helpdesk* team, first navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Then, select a team from the list, or create a :doc:`new one <../../helpdesk>`. This reveals a team's settings page."
msgid "Enable track and bill time on a helpdesk team"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:31
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:29
msgid "To view and enable the *Track & Bill Time* features on a **Helpdesk** team, first navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Then, select a team from the list, or create a :doc:`new one <../../helpdesk>`. This reveals a team's settings page."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:33
msgid "On the team's settings page, scroll to the :guilabel:`Track & Bill Time` section. Check the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time Billing`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:34
msgid "Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled :guilabel:`Project`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:36
msgid "After the :guilabel:`Timesheets` box is checked, a new field appears, labeled :guilabel:`Project`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:37
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:39
msgid "If this is the first time this feature has been enabled on this database, the page may need to be manually saved and refreshed before the :guilabel:`Project` field appears."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:40
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:42
msgid "The project selected in this field represents where all the timesheets for this team's tickets are recorded. Click into the :guilabel:`Project` drop-down menu to select a project."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:43
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:45
msgid "To create a new project where the timesheets are recorded, click into the :guilabel:`Project` drop-down menu, type a name for the project, and then click :guilabel:`Create` from the drop-down menu beneath."
msgstr ""
@@ -1080,15 +1080,15 @@ msgstr ""
msgid "View of a helpdesk team settings page emphasizing the track and bill time settings."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:54
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:55
msgid "Configure service products"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:56
msgid "When the :guilabel:`Time Billing` feature is enabled, a new product is created in the *Sales* app called *Service on Timesheets*. This product can be found under :menuselection:`Sales app--> Products --> Products`. Then, search for `Service on Timesheets` in the :guilabel:`Search...` bar. This is the product that is used when invoicing for *post-paid support services* **after** they have been completed."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:57
msgid "When the :guilabel:`Time Billing` feature is enabled, a new product is created in the **Sales** app called *Service on Timesheets*. This product can be found under :menuselection:`Sales app--> Products --> Products`. Then, search for `Service on Timesheets` in the search bar. This is the product that is used when invoicing for *post-paid support services* **after** they have been completed."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:62
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:63
msgid "Select :guilabel:`Service on Timesheets` from the product page. This reveals the product detail form. The product is configured with the :guilabel:`Product Type` set to :guilabel:`Service` and the :guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`. Make any necessary changes to the product record, such as the :guilabel:`Cost` or :guilabel:`Sales Price`."
msgstr ""
@@ -1112,80 +1112,80 @@ msgstr ""
msgid "View of a service product with the invoicing policy set to 'prepaid/fixed'."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:86
msgid "Finally, set the :guilabel:`Sales Price`, and confirm that the :guilabel:`Unit of Measure` is set to :guilabel:`Hours`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:85
msgid "Finally, set the :guilabel:`Sales Price`, and confirm that the unit of measure is set to :guilabel:`Hours`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:90
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:89
msgid "Invoice prepaid support services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:92
msgid "When support services are billed on a fixed price, an invoice can be created before any work is completed on the issue. In this case, a service product with the *Invoicing Policy* set to *Prepaid/Fixed Price* would be used, just like :ref:`the section above <helpdesk/configure-service-products>`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:91
msgid "When support services are billed on a fixed price, an invoice can be created before any work is completed on the issue. In this case, a service product with the :guilabel:`Invoicing Policy` set to *Prepaid/Fixed Price* is used, like :ref:`the section above <helpdesk/configure-service-products>`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:98
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:96
msgid "Create a sales order with prepaid product"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:100
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:98
msgid "To invoice a customer for prepaid support services, first create a sales order (SO) with the support services product. To do this, go to :menuselection:`Sales app --> Orders --> Quotations`. Then, click :guilabel:`New` to reveal a blank quotation form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:104
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:102
msgid "Then, fill out the quotation form with the customer information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:106
msgid "Go to the :guilabel:`Order Lines` tab of the quotation and click :guilabel:`Add a Product`. Then, select the *prepaid services product* configured in the steps above. Update the :guilabel:`Quantity` field with the number of hours."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:104
msgid "Go to the :guilabel:`Order Lines` tab of the quotation and click :guilabel:`Add a product`. Then, select the *prepaid services product* when :ref:`configuring the service product <helpdesk/configure-service-products>`. Update the :guilabel:`Quantity` field with the number of hours."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:110
msgid "After updating any other necessary information, :guilabel:`Confirm` the quotation. This converts the quotation into an :abbr:`SO (sales order)`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:109
msgid "After updating any other necessary information, :guilabel:`Confirm` the quotation. This converts the quotation into an |SO|."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:114
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:113
msgid "Create and send an invoice for prepaid services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:116
msgid "Once the :abbr:`SO (sales order)` has been confirmed, click the :guilabel:`Create Invoice` button. This opens a :guilabel:`Create invoices` pop-up window."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:115
msgid "After the |SO| has been confirmed, click the :guilabel:`Create Invoice` button. This opens a :guilabel:`Create invoice(s)` pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:119
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:118
msgid "If no down payment is collected, the :guilabel:`Create Invoice` type can remain as :guilabel:`Regular Invoice`. If a :doc:`down payment <../../../sales/sales/invoicing/down_payment>` is collected, choose between either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:124
msgid "When the necessary information has been entered, click :guilabel:`Create Draft Invoice`."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:123
msgid "When the necessary information has been entered, click :guilabel:`Create Draft`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:126
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:125
msgid "The invoice can then be sent to the customer for payment."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:129
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:128
msgid "Create helpdesk ticket for prepaid services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:131
msgid "To create a *Helpdesk* ticket for prepaid services, navigate to :menuselection:`Helpdesk` and click the :guilabel:`Tickets` button to reveal a specific team's pipeline. Click :guilabel:`New` to create a new ticket."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:130
msgid "To create a **Helpdesk** ticket for prepaid services, navigate to :menuselection:`Helpdesk` and click the :guilabel:`Tickets` button to reveal a specific team's pipeline. Click :guilabel:`New` to create a new ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:135
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:134
msgid "On the blank ticket form, create a ticket :guilabel:`Title`, and enter the :guilabel:`Customer` information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:138
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:137
msgid "When the customer name is added, the :guilabel:`Sales Order Item` field automatically populates with the most recent prepaid sales order item that has time remaining."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:142
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:141
msgid "Track hours on helpdesk ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:144
msgid "Time spent working on a *Helpdesk* ticket is tracked on the *Timesheets* tab on the specific ticket."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:143
msgid "Time spent working on a **Helpdesk** ticket is tracked on the **Timesheets** tab on the specific ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:146
@@ -1200,88 +1200,92 @@ msgstr ""
msgid "View of the timesheets tab on a ticket with an emphasis on the remaining hours on an SO."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:158
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:157
msgid "If the number of hours on the :guilabel:`Timesheets` tab exceeds the number of hours sold, the :guilabel:`Remaining Hours of SO` turns red."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:161
msgid "As hours are added to the :guilabel:`Timesheets` tab, they are automatically updated in the :guilabel:`Delivered` field on the :abbr:`SO (sales order)`, as well."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:0
msgid "An example of a ticket with the number of hours exceeding the hours remaining."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:165
msgid "Invoice post-paid support services"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:163
msgid "As hours are added to the :guilabel:`Timesheets` tab, they are automatically updated in the :guilabel:`Delivered` field on the |SO|, as well."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:167
msgid "When support services are billed based on the amount of time spent on an issue, an invoice cannot be created before the total number of hours required to solve the problem have been entered on a timesheet. In this case, a service product with the *Invoicing Policy* set to *Based on Timesheets* would be used, like the one created in :ref:`the section above <helpdesk/configure-service-products>`."
msgid "Invoice post-paid support services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:174
msgid "Create a sales order with a time-tracked product"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:169
msgid "When support services are billed based on the amount of time spent on an issue, an invoice cannot be created before the total number of hours required to solve the problem have been entered on a timesheet. In this case, a service product with the :guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets` is used, like the one that is automatically created after :ref:`the Time Billing <helpdesk/configure-service-products>` feature is enabled."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:176
msgid "To invoice a customer for post-paid support services, first create a sales order (SO) with the *support services product*. To do this, go to :menuselection:`Sales app --> Orders --> Quotations`. Then, click :guilabel:`New` to reveal a blank quotation form."
msgid "Create a sales order with a time-tracked product"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:180
msgid "Fill out the quotation with the customer information."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:178
msgid "To invoice a customer for post-paid support services, first create a |SO| with the *Service on Timesheets* product. To do this, go to :menuselection:`Sales app --> Orders --> Quotations`. Then, click :guilabel:`New` to reveal a blank quotation form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:182
msgid "On the :guilabel:`Order Lines` tab, click :guilabel:`Add a Product`. Select the post-paid services product configured in the steps above. After updating any other necessary information, :guilabel:`Confirm` the quotation."
msgid "Fill out the quotation with the customer information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:187
msgid "Unlike with the prepaid services quotation, Odoo does **not** allow an invoice to be created at this time. That is because no services have been performed; in other words, nothing has been delivered, therefore, there is nothing to invoice."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:184
msgid "On the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`. Select the :guilabel:`Service on Timesheets` product. After updating any other necessary information, :guilabel:`Confirm` the quotation."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:192
msgid "Create a helpdesk ticket for time-tracked services"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:189
msgid "Unlike with the prepaid services quotation, Odoo does **not** allow an invoice to be created at this time. Since services were **not** performed, nothing was delivered, so there is nothing to invoice."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:194
msgid "To record a *Timesheet* entry for time-tracker services, go to the :menuselection:`Helpdesk` app, and select the appropriate team for which these services apply."
msgid "Create a helpdesk ticket for time-tracked services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:197
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:196
msgid "To record a timesheet entry for time-tracked services, go to the :menuselection:`Helpdesk` app, and select the appropriate team for which these services apply."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:199
msgid "If there is already an existing ticket for this issue, select it from the Kanban view. This opens the ticket details form. If there is no existing ticket for this customer issue, click :guilabel:`New` to create a new ticket and enter the necessary customer information on the blank ticket details form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:202
msgid "After selecting or creating a ticket, go to the :guilabel:`Sales Order Item` drop-down menu. Select the :abbr:`SO (sales order)` created in the previous step."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:206
msgid "Track support hours on a ticket"
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:204
msgid "After selecting or creating a ticket, go to the :guilabel:`Sales Order Item` drop-down menu. Select the |SO| created in the previous step."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:208
msgid "Track support hours on a ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:210
msgid "In order to create an invoice for a product based on timesheets, hours need to be tracked and recorded. At this point, the service is considered *delivered*. To record hours for this support service, click on the :guilabel:`Timesheets` tab of the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:212
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:214
msgid "Click :guilabel:`Add a Line` to record a new entry. Select an :guilabel:`Employee` from the drop-down menu, and record the time spent in the :guilabel:`Hours Spent` column."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:215
msgid "Repeat these steps as needed until all time spent on the issues has been recorded."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:217
msgid "Repeat these steps until all timesheet entries have been recorded."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of the timesheets tab on a helpdesk ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:222
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:223
msgid "Create an invoice for hours tracked on a ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:224
msgid "After the customer's issue has been solved, and it is determined no new timesheet entries need to be made, an invoice can be created, and the customer can be billed."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:225
msgid "If no new timesheets are needed, then create an invoice and send it to the customer."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:227
msgid "To do this, return to the :abbr:`SO (sales order)` by clicking on the :guilabel:`Sales Order` smart button at the top of the ticket."
msgid "To do this, return to the |SO| by clicking on the :guilabel:`Sales Order` smart button at the top of the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:230
@@ -1292,31 +1296,27 @@ msgstr ""
msgid "View of a sales order with emphasis on the delivered column."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:237
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:236
msgid "Then, click :guilabel:`Create Invoice`. This opens a :guilabel:`Create invoice(s)` pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:239
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:238
msgid "If no down payment is collected, the :guilabel:`Create Invoice` type can remain as :guilabel:`Regular Invoice`. If a down payment is collected, choose between either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:244
msgid "Use the :guilabel:`Timesheets Period` field if this invoice should **only** include timesheets from a certain time period. If this field is left blank, **all** applicable timesheets that have not yet been invoiced will be included."
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:243
msgid "Use the :guilabel:`Timesheets Period` field if this invoice should **only** include timesheets from a certain time period. If this field is left blank, **all** applicable timesheets that have not yet been invoiced are included."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of create invoices pop up showing timesheets period fields."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:252
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:247
msgid "When the necessary information has been entered, click :guilabel:`Create Draft`. The invoice can then be reviewed, edited, and sent to the customer for payment."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:256
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:251
msgid ":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:257
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:252
msgid ":doc:`../../../sales/sales/invoicing/down_payment`"
msgstr ""
@@ -1753,16 +1753,16 @@ msgstr ""
msgid "Customer ratings"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:5
msgid "Asking customers to rate the support they received from a *Helpdesk* team provides an opportunity to gauge team performance and track customer satisfaction. Ratings can be published on the portal, providing customers with a general overview of the team's performance."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:9
msgid "Asking customers to rate the support they received from a **Helpdesk** team provides an opportunity to gauge team performance and track customer satisfaction."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:12
#: ../../content/applications/services/helpdesk/overview/ratings.rst:15
msgid "Enable customer ratings on Helpdesk teams"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:14
msgid "To enable *customer ratings* on a helpdesk team, navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Select a team from the list and click on it to open the settings page. Scroll to the :guilabel:`Performance` section, and tick the :guilabel:`Customer Ratings` checkbox."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:17
msgid "To enable *customer ratings* on a helpdesk team, navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Click on a team from the list to open the settings page. Scroll to the :guilabel:`Performance` section, and tick the :guilabel:`Customer Ratings` checkbox."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
@@ -1770,112 +1770,63 @@ msgid "Overview of the settings page of a helpdesk team emphasizing the rating o
"in Odoo Helpdesk."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:25
#: ../../content/applications/services/helpdesk/overview/ratings.rst:26
msgid "Set a ratings request email template on a stage"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:27
msgid "To automatically request ratings from customers once their tickets have closed, an email template should be added to the appropriate stage."
#: ../../content/applications/services/helpdesk/overview/ratings.rst:28
msgid "To automatically request ratings from customers once their tickets have closed, an email template needs to be added to the appropriate stage."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:30
#: ../../content/applications/services/helpdesk/overview/ratings.rst:31
msgid "After the :guilabel:`Customer Ratings` :ref:`setting has been enabled <helpdesk/enable-ratings>` on the team's settings page, click the :guilabel:`Set an Email Template on Stages` link. Select a stage from the list, or click :guilabel:`New` to create a new stage."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:35
#: ../../content/applications/services/helpdesk/overview/ratings.rst:36
msgid "Customers should only be asked to rate tickets once an issue has been resolved and their ticket is *closed*. Therefore, a *ratings request* email should **only** be added to a stage that is folded in the Kanban, as tickets in a *folded stage* are considered closed."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:39
#: ../../content/applications/services/helpdesk/overview/ratings.rst:40
msgid "On the stage's settings page, select the template, `Helpdesk: Ticket Rating Request` in the :guilabel:`Email Template` field. This template has been preconfigured with ratings customers can use to provide feedback. To view the template, click the arrow button to the right of the field."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:43
#: ../../content/applications/services/helpdesk/overview/ratings.rst:44
msgid "After the template is added to the stage, it automatically sends a message when a ticket is moved to that stage. Customers are then asked to rate the support they received with colored icons."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:46
msgid "*Green smiling face* - Satisfied"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:47
msgid "*Yellow neutral face* - Okay"
msgid "**Satisfied** - |smile|"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:48
msgid "*Red frowning face* - Dissatisfied"
msgid "**Okay** - |meh|"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:50
#: ../../content/applications/services/helpdesk/overview/ratings.rst:49
msgid "**Dissatisfied** - |frown|"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
msgid "A preview of the ticket rating request template in Helpdesk."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:54
msgid "After selecting a rating, customers are taken to a webpage where they can provide specific written feedback to support their rating. The rating is then submitted, and the rating, as well as any additional comments, are added to the chatter on the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:55
#: ../../content/applications/services/helpdesk/overview/ratings.rst:59
msgid "Customer ratings can also be viewed through the :guilabel:`Customer Ratings` report. To view this report, go to :menuselection:`Helpdesk app --> Reporting --> Customer Ratings`."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:59
#: ../../content/applications/services/helpdesk/overview/ratings.rst:63
msgid ":doc:`../../../general/companies/email_template`"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:62
msgid "Publish ratings on the customer portal"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:64
msgid "After enabling the :guilabel:`Customer Ratings` setting, an option to publish ratings on the team's website appears. Enabling this setting provides portal users with an overview of the ratings the team has received over the last thirty days. Specific written feedback will not be included; only statistics of the team's performance will be visible."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:70
msgid "To display ratings on the customer portal, a team **must** have their visibility setting set to :guilabel:`Invited portal users and all internal users (public)`. To enable this setting, navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Select a team from the list and click on it to open the settings page. Scroll to the :guilabel:`Visibility & Assignment` section, and tick the :guilabel:`Invited portal users and all internal users (public)` checkbox."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:77
msgid "Next, to publish the ratings, go to :menuselection:`Helpdesk app--> Configuration --> Helpdesk Teams` and select a team. Scroll to :guilabel:`Performance` and tick the checkbox for :guilabel:`Publish this team's ratings on your website`."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:81
msgid "To view the ratings for a team, a customer will log into the portal and navigate to one of their tickets. After clicking on the team name in the :guilabel:`Managed By` field, they will be directed to a page with the team's ratings over the past thirty days."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
#: ../../content/applications/services/helpdesk/overview/ratings.rst:-1
msgid "View of the ratings performance overview from the customer portal."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:90
msgid ":doc:`Portal access <../../../general/users/portal>`"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:93
msgid "Manually hide individual ratings"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:95
msgid "Individual ratings can be manually hidden from the portal. This allows for specific ratings to be kept out of the performance metrics shared with customers."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:98
msgid "To make a rating visible only to internal users, navigate to the page for a rating. This can be done in one of the following ways:"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:101
msgid "Go to :menuselection:`Helpdesk app --> Reporting --> Customer Ratings` and click on one of the Kanban cards for an individual rating."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:103
msgid "Navigate to :menuselection:`Helpdesk app--> Tickets --> All Tickets` and remove the :guilabel:`Open` filter from the search bar. Then filter by :guilabel:`Satisfied`, :guilabel:`Okay` and/or :guilabel:`Dissatisfied`. Select a ticket from the results. Click the :guilabel:`Rating` smart button."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:108
msgid "Once on the rating details page, check the :guilabel:`Visible Internally Only` box."
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:115
msgid ":doc:`../advanced/close_tickets`"
msgstr ""
#: ../../content/applications/services/helpdesk/overview/ratings.rst:116
#: ../../content/applications/services/helpdesk/overview/ratings.rst:65
msgid ":doc:`reports`"
msgstr ""
@@ -3031,79 +2982,79 @@ msgstr ""
msgid "Two sections of the employee's :guilabel:`Work Information` tab have an impact on Planning: :guilabel:`Schedule` (namely, the :guilabel:`Working Hours` field) and :guilabel:`Planning`."
msgstr ""
#: ../../content/applications/services/planning.rst:94
#: ../../content/applications/services/planning.rst:96
msgid "Working hours"
msgstr ""
#: ../../content/applications/services/planning.rst:96
#: ../../content/applications/services/planning.rst:98
msgid "The :guilabel:`Working Hours` are taken into account when the :guilabel:`Allocated Time` and its percentage is calculated for :ref:`shifts <planning/templates>`. If the :guilabel:`Working Hours` field is left blank, the employee is considered to be working flexible hours."
msgstr ""
#: ../../content/applications/services/planning.rst:100
#: ../../content/applications/services/planning.rst:102
msgid "To create individual :guilabel:`Working Hours`, for example, for employees working part-time, click :guilabel:`Search more...`, then :guilabel:`New`."
msgstr ""
#: ../../content/applications/services/planning.rst:104
#: ../../content/applications/services/planning.rst:106
msgid "The :guilabel:`Working Hours` and the :guilabel:`Allocated Time` in Planning can impact **Payroll**, if the employee's contract is configured to generate work entries based on shifts."
msgstr ""
#: ../../content/applications/services/planning.rst:108
#: ../../content/applications/services/planning.rst:110
msgid ":ref:`Payroll documentation on working schedules <payroll/working-times>`"
msgstr ""
#: ../../content/applications/services/planning.rst:111
#: ../../content/applications/services/planning.rst:113
msgid "Planning roles"
msgstr ""
#: ../../content/applications/services/planning.rst:113
#: ../../content/applications/services/planning.rst:115
msgid "Once an employee has one or more :guilabel:`Roles`:"
msgstr ""
#: ../../content/applications/services/planning.rst:115
#: ../../content/applications/services/planning.rst:117
msgid "When creating a shift for this employee, only the shift templates from the roles chosen in this field are displayed."
msgstr ""
#: ../../content/applications/services/planning.rst:117
#: ../../content/applications/services/planning.rst:119
msgid "When a schedule is published, the employee is only notified of open shifts for the roles that are assigned to them."
msgstr ""
#: ../../content/applications/services/planning.rst:119
#: ../../content/applications/services/planning.rst:121
msgid "When auto-assigning open shifts or planning sales orders, the employee is only assigned shifts for the roles assigned to them."
msgstr ""
#: ../../content/applications/services/planning.rst:122
#: ../../content/applications/services/planning.rst:124
msgid "Additionally, when a :guilabel:`Default role` is defined:"
msgstr ""
#: ../../content/applications/services/planning.rst:124
#: ../../content/applications/services/planning.rst:126
msgid "When creating a shift for the employee, the default role is automatically selected."
msgstr ""
#: ../../content/applications/services/planning.rst:125
#: ../../content/applications/services/planning.rst:127
msgid "This role also has precedence over the other roles of the employee when auto-assigning open shifts or planning sales orders."
msgstr ""
#: ../../content/applications/services/planning.rst:129
#: ../../content/applications/services/planning.rst:131
msgid "If the Planning roles fields are left empty, there are no restrictions in the shift templates and open shifts shared with the employee. However, it’s not possible to use the **Auto Plan** feature for employee with no roles."
msgstr ""
#: ../../content/applications/services/planning.rst:136
#: ../../content/applications/services/planning.rst:138
msgid "Materials"
msgstr ""
#: ../../content/applications/services/planning.rst:138
#: ../../content/applications/services/planning.rst:140
msgid "**Materials** are resources that can be assigned shifts and working hours but are not employees. For example, a construction company could use materials to create shifts for shared machines (e.g., cranes, forklifts)."
msgstr ""
#: ../../content/applications/services/planning.rst:142
#: ../../content/applications/services/planning.rst:144
msgid "Similarly to employees, materials can be assigned roles and working time."
msgstr ""
#: ../../content/applications/services/planning.rst:147
#: ../../content/applications/services/planning.rst:149
msgid "Shift templates"
msgstr ""
#: ../../content/applications/services/planning.rst:149
#: ../../content/applications/services/planning.rst:151
msgid "To create a shift template, click :guilabel:`New` on any schedule, then fill in the :ref:`details of the shift <planning/create-shift>`. In order for the shift to be saved as a template, tick :guilabel:`Save as Template`."
msgstr ""
@@ -3111,43 +3062,43 @@ msgstr ""
msgid "Shift form with the option `save template` ticked."
msgstr ""
#: ../../content/applications/services/planning.rst:156
#: ../../content/applications/services/planning.rst:158
msgid "Alternatively, you can go to :menuselection:`Planning --> Configuration --> Shift Templates`, then click :guilabel:`New`. Fill in the :guilabel:`Start Hour` and :guilabel:`Shift Duration`. The shift’s :guilabel:`End Time` is then calculated based on the :guilabel:`Working Hours`, taking into account working time as well as breaks."
msgstr ""
#: ../../content/applications/services/planning.rst:162
#: ../../content/applications/services/planning.rst:164
msgid "The employee's working hours are Monday to Friday, 8 am to 5 pm, with a break between 12 and 1 pm."
msgstr ""
#: ../../content/applications/services/planning.rst:165
#: ../../content/applications/services/planning.rst:167
msgid "Creating a shift template with a start hour of 9 am and a duration of 8 hours will result in the end hour being 5 pm, based on the working hours and the 1-hour break."
msgstr ""
#: ../../content/applications/services/planning.rst:167
#: ../../content/applications/services/planning.rst:169
msgid "Creating a shift template with a start hour of 10 am and a duration of 10 hours will result in the end hour of 10 am the following day, as the company is closed at 5 pm according to the working hours."
msgstr ""
#: ../../content/applications/services/planning.rst:171
#: ../../content/applications/services/planning.rst:173
msgid "Additionally, for each shift template, you can also configure:"
msgstr ""
#: ../../content/applications/services/planning.rst:173
#: ../../content/applications/services/planning.rst:175
msgid ":guilabel:`Role`: to link the shift to this specific role."
msgstr ""
#: ../../content/applications/services/planning.rst:174
#: ../../content/applications/services/planning.rst:176
msgid ":guilabel:`Project`: to keep track of shifts that are dedicated to work on a project."
msgstr ""
#: ../../content/applications/services/planning.rst:179
#: ../../content/applications/services/planning.rst:181
msgid "Planning shifts"
msgstr ""
#: ../../content/applications/services/planning.rst:181
#: ../../content/applications/services/planning.rst:183
msgid "On opening the Planning app, the users see their own schedule. Users with admin roles can also see :guilabel:`Schedule by Resource`, :guilabel:`Role`, :guilabel:`Project`, or :guilabel:`Sales Order`, as well as reporting and configuration menus."
msgstr ""
#: ../../content/applications/services/planning.rst:186
#: ../../content/applications/services/planning.rst:188
msgid "The schedule is displayed in the Gantt view, which allows you to edit (with a drag and drop), resize, split, and duplicate shifts without having to open them."
msgstr ""
@@ -3155,208 +3106,219 @@ msgstr ""
msgid "A schedule displaying various visual elements."
msgstr ""
#: ../../content/applications/services/planning.rst:192
#: ../../content/applications/services/planning.rst:194
msgid "The following visual elements are used on the shifts in the schedules:"
msgstr ""
#: ../../content/applications/services/planning.rst:194
#: ../../content/applications/services/planning.rst:196
msgid "**Full color**: shifts that are planned and published."
msgstr ""
#: ../../content/applications/services/planning.rst:195
#: ../../content/applications/services/planning.rst:197
msgid "**Diagonal stripes**: shifts that are planned but have yet to be published."
msgstr ""
#: ../../content/applications/services/planning.rst:196
#: ../../content/applications/services/planning.rst:198
msgid "**Grayed-out background**: employees that are on time off."
msgstr ""
#: ../../content/applications/services/planning.rst:197
#: ../../content/applications/services/planning.rst:199
msgid "**Progress bar**: currently ongoing shifts with timesheets linked to them."
msgstr ""
#: ../../content/applications/services/planning.rst:198
#: ../../content/applications/services/planning.rst:200
msgid "**Grayed-out shift**: when copying shifts, the copied shifts are shown in full color, whereas previously existing shifts are temporarily greyed out. The color changes back to full color or diagonal stripes on the next refresh of the page or by removing the filter."
msgstr ""
#: ../../content/applications/services/planning.rst:205
#: ../../content/applications/services/planning.rst:207
msgid "Create a shift"
msgstr ""
#: ../../content/applications/services/planning.rst:207
#: ../../content/applications/services/planning.rst:209
msgid "To create a shift, go to any schedule, then click :guilabel:`New`. In the pop-up window that opens, fill in the following details:"
msgstr ""
#: ../../content/applications/services/planning.rst:210
#: ../../content/applications/services/planning.rst:212
msgid "**Templates**: If there is one or more templates existing in your database, they are displayed in the upper section of the pop-up window. Once selected, a template prefills the shift form accordingly."
msgstr ""
#: ../../content/applications/services/planning.rst:213
#: ../../content/applications/services/planning.rst:215
msgid ":guilabel:`Resource`: Resources can be both employees or materials. If this field is left empty, the shift is considered an :ref:`open shift <planning/open-shifts>`."
msgstr ""
#: ../../content/applications/services/planning.rst:215
#: ../../content/applications/services/planning.rst:217
msgid ":guilabel:`Role`: Select the role that the resource assigned will be performing. This field is used when :ref:`auto-planning <planning/open-shifts>` shifts. Once you select a role, the shift templates associated with it are displayed in the upper section of the pop-up window."
msgstr ""
#: ../../content/applications/services/planning.rst:218
#: ../../content/applications/services/planning.rst:220
msgid ":guilabel:`Project`: If the Project app is installed in your database, this field allows you to link the project to the shift is available, allowing you to plan and track shifts dedicated to work on the selected project."
msgstr ""
#: ../../content/applications/services/planning.rst:221
#: ../../content/applications/services/planning.rst:223
msgid ":guilabel:`Sales Order Item`: If the Sales app is installed in your database, this field allows you to link a sales order to the shift."
msgstr ""
#: ../../content/applications/services/planning.rst:223
#: ../../content/applications/services/planning.rst:225
msgid ":guilabel:`Repeat`: Tick the checkbox and configure the :guilabel:`Repeat Every` field according to your needs. The following rules apply to recurring shifts:"
msgstr ""
#: ../../content/applications/services/planning.rst:226
#: ../../content/applications/services/planning.rst:228
msgid "All fields (e.g., :guilabel:`Resource`, :guilabel:`Role`, :guilabel:`Project`) are copied from the original shift except for the date, which is adjusted according to the :guilabel:`Repeat Every` field."
msgstr ""
#: ../../content/applications/services/planning.rst:229
#: ../../content/applications/services/planning.rst:231
msgid "Recurrences are planned but not published."
msgstr ""
#: ../../content/applications/services/planning.rst:230
#: ../../content/applications/services/planning.rst:232
msgid "By default, planned shifts are created six months in advance, after which they are created gradually. To change the time frame, :ref:`activate the Developer mode <developer-mode>`, then go to :menuselection:`Planning --> Configuration --> Settings` and edit the :guilabel:`Recurring Shifts`."
msgstr ""
#: ../../content/applications/services/planning.rst:235
#: ../../content/applications/services/planning.rst:237
msgid ":guilabel:`Save as Template`: When this option is ticked, a shift template is created with the same :guilabel:`Start and End hours`, :guilabel:`Allocated time`, :guilabel:`Role`, and :guilabel:`Project`."
msgstr ""
#: ../../content/applications/services/planning.rst:238
#: ../../content/applications/services/planning.rst:240
msgid ":guilabel:`Additional note sent to the employee`: Click on the field to add a note."
msgstr ""
#: ../../content/applications/services/planning.rst:239
#: ../../content/applications/services/planning.rst:241
msgid ":guilabel:`Date`: Choose the date and time of your shift. This is the only mandatory field when creating a shift."
msgstr ""
#: ../../content/applications/services/planning.rst:241
#: ../../content/applications/services/planning.rst:243
msgid ":guilabel:`Allocated time`: Is calculated based on the date and the employee’s :guilabel:`Working Schedule`. See more in :ref:`Shift Templates <planning/templates>`."
msgstr ""
#: ../../content/applications/services/planning.rst:244
#: ../../content/applications/services/planning.rst:246
msgid "Click :guilabel:`Publish & Save` to confirm the shift and send the assigned employee their schedule by email."
msgstr ""
#: ../../content/applications/services/planning.rst:248
#: ../../content/applications/services/planning.rst:250
msgid "The draft is visible on the admin planning view and can be identified by diagonal lines. The employee is only notified of the shift once it's published."
msgstr ""
#: ../../content/applications/services/planning.rst:251
#: ../../content/applications/services/planning.rst:253
msgid "Two kinds of notifications are sent to the employees depending on their account configuration:"
msgstr ""
#: ../../content/applications/services/planning.rst:253
#: ../../content/applications/services/planning.rst:255
msgid "Employees without user accounts are redirected to a dedicated **Planning portal**."
msgstr ""
#: ../../content/applications/services/planning.rst:254
#: ../../content/applications/services/planning.rst:256
msgid "Employees with a user account are redirected to the :guilabel:`My Planning` view in the backend view of Odoo."
msgstr ""
#: ../../content/applications/services/planning.rst:260
msgid "The **split shifts** tool allows to easily split a long shift into segments. To do so, hover the mouse over the desired shift and click the :icon:`fa-scissors` (:guilabel:`scissors`) icon."
msgstr ""
#: ../../content/applications/services/planning.rst:0
msgid "Split shifts tool."
msgstr ""
#: ../../content/applications/services/planning.rst:269
msgid "Open shifts and auto planning"
msgstr ""
#: ../../content/applications/services/planning.rst:262
#: ../../content/applications/services/planning.rst:271
msgid "The :guilabel:`Auto Plan` button allows you to assign **Open shifts** (shifts with no resource assigned) and create and assign shifts linked to sales orders or project."
msgstr ""
#: ../../content/applications/services/planning.rst:265
#: ../../content/applications/services/planning.rst:274
msgid "The following features have an impact on auto planning:"
msgstr ""
#: ../../content/applications/services/planning.rst:267
#: ../../content/applications/services/planning.rst:276
msgid "**Roles**: Open shifts are only assigned to resources (employees or materials) that have the corresponding role assigned. It is not possible to use the :guilabel:`Auto Plan` feature for employee with no roles."
msgstr ""
#: ../../content/applications/services/planning.rst:270
#: ../../content/applications/services/planning.rst:279
msgid "**Default roles**: The default role assigned to a resource is given priority over the other roles they have assigned to them."
msgstr ""
#: ../../content/applications/services/planning.rst:272
#: ../../content/applications/services/planning.rst:281
msgid "**Conflicts**: Employees or materials cannot be assigned multiple shifts at the same time."
msgstr ""
#: ../../content/applications/services/planning.rst:273
#: ../../content/applications/services/planning.rst:282
msgid "**Time off**: The employees’ time off is taken into account, as well as public holidays."
msgstr ""
#: ../../content/applications/services/planning.rst:274
msgid "**Company working hours**: Are taken into account when assigning shifts to employees or materials."
#: ../../content/applications/services/planning.rst:283
msgid "**Working hours**: Are taken into account when assigning shifts to employees or materials. It is not possible to use the :guilabel:`Auto Plan` feature for an employee who is working :ref:`flexible hours <planning/working-hours>`."
msgstr ""
#: ../../content/applications/services/planning.rst:275
msgid "**Contracts**: Employees without an active contract cannot be assigned shifts."
#: ../../content/applications/services/planning.rst:286
msgid "**Contracts**: If the employee has an active contract, they won't be assigned shifts that fall outside of their contract period."
msgstr ""
#: ../../content/applications/services/planning.rst:277
#: ../../content/applications/services/planning.rst:289
msgid "Click :guilabel:`Publish` to confirm the schedule and notify the employees of their planning."
msgstr ""
#: ../../content/applications/services/planning.rst:282
#: ../../content/applications/services/planning.rst:294
msgid "Switching shifts and unassignment"
msgstr ""
#: ../../content/applications/services/planning.rst:284
#: ../../content/applications/services/planning.rst:296
msgid "Two features are available to allow employees to make changes to their schedule: **switching shifts** and **unassignment**."
msgstr ""
#: ../../content/applications/services/planning.rst:288
#: ../../content/applications/services/planning.rst:300
msgid "These features are mutually exclusive. Switching shifts is possible by default and cannot be disabled. However, once the **Allow unassignment** feature is enabled, it replaces the option to switch shifts."
msgstr ""
#: ../../content/applications/services/planning.rst:293
#: ../../content/applications/services/planning.rst:305
msgid "Switching shifts"
msgstr ""
#: ../../content/applications/services/planning.rst:295
#: ../../content/applications/services/planning.rst:307
msgid "Once shifts are planned and published, employees receive an email notification. If an employee wishes to switch a shift, they can click the unwanted shift and click :guilabel:`Ask to switch`."
msgstr ""
#: ../../content/applications/services/planning.rst:298
#: ../../content/applications/services/planning.rst:310
msgid "The shift remains assigned to the original employee, but in the schedule, a notification informing that the assigned employee would like to switch shifts is visible on the shift."
msgstr ""
#: ../../content/applications/services/planning.rst:301
#: ../../content/applications/services/planning.rst:313
msgid "The shift is then displayed to other employees who share the same role, and if they wish to assign it to themselves, they can click the :guilabel:`I take it` button."
msgstr ""
#: ../../content/applications/services/planning.rst:305
#: ../../content/applications/services/planning.rst:323
#: ../../content/applications/services/planning.rst:317
#: ../../content/applications/services/planning.rst:335
msgid "The following rules apply:"
msgstr ""
#: ../../content/applications/services/planning.rst:307
#: ../../content/applications/services/planning.rst:319
msgid "Only the shifts matching the employee's roles are displayed as available to them."
msgstr ""
#: ../../content/applications/services/planning.rst:308
#: ../../content/applications/services/planning.rst:326
msgid "Switching shifts is only available for shifts that are in the future."
#: ../../content/applications/services/planning.rst:320
msgid "Switching shifts is not available for shifts in the past."
msgstr ""
#: ../../content/applications/services/planning.rst:311
#: ../../content/applications/services/planning.rst:323
msgid "Unassignment"
msgstr ""
#: ../../content/applications/services/planning.rst:313
#: ../../content/applications/services/planning.rst:325
msgid "To allow employees to unassign themselves from shifts, go to :menuselection:`Planning --> Configuration --> Settings`, then tick the checkbox :guilabel:`Allow Unassignment`. Then, specify the maximum number of days that the employees can unassign themselves before the shift."
msgstr ""
#: ../../content/applications/services/planning.rst:318
#: ../../content/applications/services/planning.rst:330
msgid "Once shifts are planned and published, employees receive an email notification. If shift unassignment is allowed, the employees can click the :guilabel:`I am unavailable` button, and the shift reverts to an open shift."
msgstr ""
#: ../../content/applications/services/planning.rst:325
#: ../../content/applications/services/planning.rst:337
msgid "Only the shifts matching the employee's roles are displayed in their schedule."
msgstr ""
#: ../../content/applications/services/planning.rst:338
msgid "Unassigning shifts is not available for shifts in the past."
msgstr ""
#: ../../content/applications/services/project.rst:8
msgid "Project"
msgstr ""

635
locale/sources/studio.pot
View File

File diff suppressed because it is too large Load Diff

1217
locale/sources/websites.pot
View File

File diff suppressed because it is too large Load Diff