diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index 2739ff438..399a1c92f 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -17,7 +17,7 @@ msgstr "" "Content-Transfer-Encoding: 8bit\n" #: ../../content/administration.rst:8 -#: ../../content/administration/odoo_online.rst:20 +#: ../../content/administration/odoo_online.rst:18 msgid "Database management" msgstr "" @@ -545,11 +545,11 @@ msgstr "" msgid "To quickly try out Odoo, shared `demo `_ instances are available. No registration is required, but each instance only lives for a few hours." msgstr "" -#: ../../content/administration/odoo_online.rst:22 +#: ../../content/administration/odoo_online.rst:20 msgid "To manage a database, go to the `database manager `_ and sign in as the database administrator." msgstr "" -#: ../../content/administration/odoo_online.rst:25 +#: ../../content/administration/odoo_online.rst:23 msgid "All the main database management options are available by clicking the database name, except the upgrade option, which can be accessed by clicking the **arrow in a circle** icon next to the database name. It is only displayed if an upgrade is available." msgstr "" @@ -557,47 +557,47 @@ msgstr "" msgid "Accessing the database management options" msgstr "" -#: ../../content/administration/odoo_online.rst:32 +#: ../../content/administration/odoo_online.rst:30 msgid ":ref:`odoo_online/upgrade`" msgstr "" -#: ../../content/administration/odoo_online.rst:33 +#: ../../content/administration/odoo_online.rst:31 msgid ":ref:`odoo_online/duplicate`" msgstr "" -#: ../../content/administration/odoo_online.rst:34 +#: ../../content/administration/odoo_online.rst:32 msgid ":ref:`odoo_online/rename`" msgstr "" -#: ../../content/administration/odoo_online.rst:35 +#: ../../content/administration/odoo_online.rst:33 msgid ":ref:`odoo_online/download`" msgstr "" -#: ../../content/administration/odoo_online.rst:36 +#: ../../content/administration/odoo_online.rst:34 msgid ":ref:`odoo_online/domains`" msgstr "" -#: ../../content/administration/odoo_online.rst:37 +#: ../../content/administration/odoo_online.rst:35 msgid ":ref:`odoo_online/tags`" msgstr "" -#: ../../content/administration/odoo_online.rst:38 +#: ../../content/administration/odoo_online.rst:36 msgid ":ref:`odoo_online/delete`" msgstr "" -#: ../../content/administration/odoo_online.rst:39 +#: ../../content/administration/odoo_online.rst:37 msgid ":ref:`odoo_online/contact-support`" msgstr "" -#: ../../content/administration/odoo_online.rst:40 +#: ../../content/administration/odoo_online.rst:38 msgid ":ref:`odoo_online/users`" msgstr "" -#: ../../content/administration/odoo_online.rst:41 +#: ../../content/administration/odoo_online.rst:39 msgid ":ref:`odoo_online/web-services`" msgstr "" -#: ../../content/administration/odoo_online.rst:46 +#: ../../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 @@ -605,96 +605,96 @@ msgstr "" msgid "Upgrade" msgstr "" -#: ../../content/administration/odoo_online.rst:48 +#: ../../content/administration/odoo_online.rst:46 msgid "Trigger a database upgrade." msgstr "" -#: ../../content/administration/odoo_online.rst:51 +#: ../../content/administration/odoo_online.rst:49 msgid "For more information about the upgrade process, check out the :ref:`Odoo Online upgrade documentation `." msgstr "" -#: ../../content/administration/odoo_online.rst:57 +#: ../../content/administration/odoo_online.rst:55 msgid "Duplicate" msgstr "" -#: ../../content/administration/odoo_online.rst:59 +#: ../../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:63 +#: ../../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:65 +#: ../../content/administration/odoo_online.rst:63 msgid "Duplicated databases expire automatically after 15 days." msgstr "" -#: ../../content/administration/odoo_online.rst:66 +#: ../../content/administration/odoo_online.rst:64 msgid "A maximum of five duplicates can be made per database. Under extraordinary circumstances, contact `support `_ to raise the limit." msgstr "" -#: ../../content/administration/odoo_online.rst:72 +#: ../../content/administration/odoo_online.rst:70 msgid "Rename" msgstr "" -#: ../../content/administration/odoo_online.rst:74 +#: ../../content/administration/odoo_online.rst:72 msgid "Rename the database and its URL." msgstr "" -#: ../../content/administration/odoo_online.rst:79 +#: ../../content/administration/odoo_online.rst:77 msgid "Download" msgstr "" -#: ../../content/administration/odoo_online.rst:81 +#: ../../content/administration/odoo_online.rst:79 msgid "Download a ZIP file containing a backup of the database." msgstr "" -#: ../../content/administration/odoo_online.rst:84 +#: ../../content/administration/odoo_online.rst:82 msgid "Databases are backed up daily as per the `Odoo Cloud Hosting SLA `_." msgstr "" -#: ../../content/administration/odoo_online.rst:86 +#: ../../content/administration/odoo_online.rst:84 msgid "If the :guilabel:`Download` option is disabled, it means your database is too large to be downloaded through this method. In this case, please contact `Odoo Support `_ to request an alternative download solution." msgstr "" -#: ../../content/administration/odoo_online.rst:93 +#: ../../content/administration/odoo_online.rst:91 msgid "Domain names" msgstr "" -#: ../../content/administration/odoo_online.rst:95 +#: ../../content/administration/odoo_online.rst:93 msgid "Use a custom :doc:`domain name ` to access the database via another URL." msgstr "" -#: ../../content/administration/odoo_online.rst:99 +#: ../../content/administration/odoo_online.rst:97 msgid "You can :ref:`register a domain name for free `." msgstr "" -#: ../../content/administration/odoo_online.rst:104 +#: ../../content/administration/odoo_online.rst:102 msgid "Tags" msgstr "" -#: ../../content/administration/odoo_online.rst:106 +#: ../../content/administration/odoo_online.rst:104 msgid "Add tags to easily identify and sort your databases." msgstr "" -#: ../../content/administration/odoo_online.rst:109 +#: ../../content/administration/odoo_online.rst:107 msgid "You can search for tags in the search bar." msgstr "" -#: ../../content/administration/odoo_online.rst:114 +#: ../../content/administration/odoo_online.rst:112 #: ../../content/administration/odoo_sh/getting_started/branches.rst:550 msgid "Delete" msgstr "" -#: ../../content/administration/odoo_online.rst:116 +#: ../../content/administration/odoo_online.rst:114 msgid "Delete a database instantly." msgstr "" -#: ../../content/administration/odoo_online.rst:119 +#: ../../content/administration/odoo_online.rst:117 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:122 +#: ../../content/administration/odoo_online.rst:120 msgid "Carefully read the warning message and only proceed if the implications of deleting a database are fully understood." msgstr "" @@ -702,31 +702,31 @@ msgstr "" msgid "The warning message displayed before deleting a database" msgstr "" -#: ../../content/administration/odoo_online.rst:129 +#: ../../content/administration/odoo_online.rst:127 msgid "Only an administrator can delete a database." msgstr "" -#: ../../content/administration/odoo_online.rst:130 +#: ../../content/administration/odoo_online.rst:128 msgid "The database name is immediately made available to anyone." msgstr "" -#: ../../content/administration/odoo_online.rst:131 +#: ../../content/administration/odoo_online.rst:129 msgid "Deleting a database if it has expired or is linked to a subscription is impossible. In that case, contact `Odoo Support `_." msgstr "" -#: ../../content/administration/odoo_online.rst:137 +#: ../../content/administration/odoo_online.rst:135 msgid "Contact us" msgstr "" -#: ../../content/administration/odoo_online.rst:139 +#: ../../content/administration/odoo_online.rst:137 msgid "Access the `Odoo.com support page `_ with the database's details already pre-filled." msgstr "" -#: ../../content/administration/odoo_online.rst:145 +#: ../../content/administration/odoo_online.rst:143 msgid "Invite / remove users" msgstr "" -#: ../../content/administration/odoo_online.rst:147 +#: ../../content/administration/odoo_online.rst:145 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 "" @@ -734,32 +734,24 @@ msgstr "" msgid "Inviting a user on a database" msgstr "" -#: ../../content/administration/odoo_online.rst:153 +#: ../../content/administration/odoo_online.rst:151 msgid "To remove users, select them and click :guilabel:`Remove`." msgstr "" -#: ../../content/administration/odoo_online.rst:156 +#: ../../content/administration/odoo_online.rst:154 msgid ":doc:`/applications/general/users`" msgstr "" -#: ../../content/administration/odoo_online.rst:157 +#: ../../content/administration/odoo_online.rst:155 msgid ":doc:`odoo_accounts`" msgstr "" -#: ../../content/administration/odoo_online.rst:162 +#: ../../content/administration/odoo_online.rst:160 msgid "Web Services" msgstr "" -#: ../../content/administration/odoo_online.rst:164 -msgid "In order to programmatically retrieve the list of the databases displayed in the `database manager `_, call the method `list` of the model `odoo.database` via a :doc:`Web Service ` call." -msgstr "" - -#: ../../content/administration/odoo_online.rst:168 -msgid "Inspired from the examples provided in the :doc:`Web Services ` section, this is how to retrieve this list with the library ``xmlrpc.client``::" -msgstr "" - -#: ../../content/administration/odoo_online.rst:181 -msgid "And here is the equivalent example with JSON-RPC::" +#: ../../content/administration/odoo_online.rst:162 +msgid "In order to programmatically retrieve the list of the databases displayed in the `database manager `_, call the method ``list`` of the model ``odoo.database`` via an :doc:`external JSON-2 API ` call." msgstr "" #: ../../content/administration/odoo_sh.rst:5 @@ -799,7 +791,7 @@ msgid "The base is an Ubuntu system, where all of Odoo's required dependencies, msgstr "" #: ../../content/administration/odoo_sh/advanced/containers.rst:14 -msgid "If your project requires additional Python dependencies, or more recent releases, you can define a :file:`requirements.txt` file in the root of your branches listing them. The platform will take care to install these dependencies in your containers. `The pip requirements specifiers `_ documentation can help you write a :file:`requirements.txt` file. To have a concrete example, check out the `requirements.txt file of Odoo `_." +msgid "If your project requires additional Python dependencies, or more recent releases, you can define a :file:`requirements.txt` file in the root of your branches listing them. The platform will take care to install these dependencies in your containers. `The pip requirements specifiers `_ documentation can help you write a :file:`requirements.txt` file. To have a concrete example, check out the `requirements.txt file of Odoo `_." msgstr "" #: ../../content/administration/odoo_sh/advanced/containers.rst:22 @@ -891,78 +883,74 @@ msgid "In the above commands, the argument:" msgstr "" #: ../../content/administration/odoo_sh/advanced/containers.rst:166 -msgid "``--without-demo=all`` prevents demo data to be loaded for all modules" -msgstr "" - -#: ../../content/administration/odoo_sh/advanced/containers.rst:167 msgid "``--stop-after-init`` will immediately shutdown the server instance after it completed the operations you asked." msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:169 +#: ../../content/administration/odoo_sh/advanced/containers.rst:168 msgid "More options are available and detailed in the :doc:`CLI documentation `." msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:172 +#: ../../content/administration/odoo_sh/advanced/containers.rst:171 msgid "You can find in the logs (*~/logs/odoo.log*) the addons path used by Odoo.sh to run your server. Look for \"*odoo: addons paths*\":" msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:181 +#: ../../content/administration/odoo_sh/advanced/containers.rst:180 msgid "**Be careful**, especially with your production database. Operations that you perform running this Odoo server instance are not isolated: Changes will be effective in the database. Always, make your tests in your staging databases." msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:186 +#: ../../content/administration/odoo_sh/advanced/containers.rst:185 msgid "Debugging in Odoo.sh" msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:188 +#: ../../content/administration/odoo_sh/advanced/containers.rst:187 msgid "Debugging an Odoo.sh build is not really different than another Python app. This article only explains the specificities and limitations of the Odoo.sh platform, and assumes that you already know how to use a debugger." msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:190 +#: ../../content/administration/odoo_sh/advanced/containers.rst:189 msgid "If you don't know how to debug a Python application yet, there are multiple introductory courses that can be easily found on the Internet." msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:192 +#: ../../content/administration/odoo_sh/advanced/containers.rst:191 msgid "You can use ``pdb``, ``pudb`` or ``ipdb`` to debug your code on Odoo.sh. As the server is run outside a shell, you cannot launch the debugger directly from your Odoo instance backend as the debugger needs a shell to operate." msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:195 +#: ../../content/administration/odoo_sh/advanced/containers.rst:194 msgid "`pdb `_ is installed by default in every container." msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:197 +#: ../../content/administration/odoo_sh/advanced/containers.rst:196 msgid "If you want to use `pudb `_ or `ipdb `_ you have to install it before." msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:199 +#: ../../content/administration/odoo_sh/advanced/containers.rst:198 msgid "To do so, you have two options:" msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:201 +#: ../../content/administration/odoo_sh/advanced/containers.rst:200 msgid "temporary (only in the current build):" msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:207 +#: ../../content/administration/odoo_sh/advanced/containers.rst:206 msgid "or" msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:213 +#: ../../content/administration/odoo_sh/advanced/containers.rst:212 msgid "permanent: add ``pudb`` or ``ipdb`` to your project ``requirements.txt`` file." msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:216 +#: ../../content/administration/odoo_sh/advanced/containers.rst:215 msgid "Then edit the code where you want to trigger the debugger and add this:" msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:224 +#: ../../content/administration/odoo_sh/advanced/containers.rst:223 msgid "The condition :code:`sys.__stdin__.isatty()` is a hack that detects if you run Odoo from a shell." msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:226 +#: ../../content/administration/odoo_sh/advanced/containers.rst:225 msgid "Save the file and then run the Odoo Shell:" msgstr "" -#: ../../content/administration/odoo_sh/advanced/containers.rst:232 +#: ../../content/administration/odoo_sh/advanced/containers.rst:231 msgid "Finally, *via* the Odoo Shell, you can trigger the piece of code/function/method you want to debug." msgstr "" @@ -1114,7 +1102,7 @@ msgstr "" #: ../../content/administration/odoo_sh/advanced/submodules.rst:82 #: ../../content/administration/odoo_sh/advanced/submodules.rst:94 #: ../../content/administration/odoo_sh/getting_started/first_module.rst:360 -#: ../../content/administration/odoo_sh/getting_started/first_module.rst:498 +#: ../../content/administration/odoo_sh/getting_started/first_module.rst:499 msgid "Replace" msgstr "" @@ -2546,7 +2534,7 @@ msgid "Open the module manifest *__manifest__.py*." msgstr "" #: ../../content/administration/odoo_sh/getting_started/first_module.rst:366 -#: ../../content/administration/odoo_sh/getting_started/first_module.rst:504 +#: ../../content/administration/odoo_sh/getting_started/first_module.rst:505 msgid "with" msgstr "" @@ -2634,27 +2622,27 @@ msgstr "" msgid "Before" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/first_module.rst:494 +#: ../../content/administration/odoo_sh/getting_started/first_module.rst:495 msgid "Adding a Python dependency requires a module version increase for the platform to install it." msgstr "" -#: ../../content/administration/odoo_sh/getting_started/first_module.rst:496 +#: ../../content/administration/odoo_sh/getting_started/first_module.rst:497 msgid "Edit the module manifest *__manifest__.py*" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/first_module.rst:510 +#: ../../content/administration/odoo_sh/getting_started/first_module.rst:511 msgid "Stage and commit your changes:" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/first_module.rst:518 +#: ../../content/administration/odoo_sh/getting_started/first_module.rst:519 msgid "Then, push your changes:" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/first_module.rst:520 +#: ../../content/administration/odoo_sh/getting_started/first_module.rst:521 msgid "In an Odoo.sh terminal:" msgstr "" -#: ../../content/administration/odoo_sh/getting_started/first_module.rst:526 +#: ../../content/administration/odoo_sh/getting_started/first_module.rst:527 msgid "In your computer terminal:" msgstr "" @@ -2926,18 +2914,14 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:181 #: ../../content/administration/odoo_sh/getting_started/settings.rst:186 #: ../../content/administration/supported_versions.rst:35 -#: ../../content/administration/supported_versions.rst:41 -#: ../../content/administration/supported_versions.rst:47 -#: ../../content/administration/supported_versions.rst:53 +#: ../../content/administration/supported_versions.rst:36 +#: ../../content/administration/supported_versions.rst:37 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:60 #: ../../content/administration/supported_versions.rst:61 -#: ../../content/administration/supported_versions.rst:77 -#: ../../content/administration/supported_versions.rst:78 -#: ../../content/administration/supported_versions.rst:79 -#: ../../content/administration/supported_versions.rst:83 -#: ../../content/administration/supported_versions.rst:84 -#: ../../content/administration/supported_versions.rst:85 +#: ../../content/administration/supported_versions.rst:65 +#: ../../content/administration/supported_versions.rst:66 +#: ../../content/administration/supported_versions.rst:67 msgid "|green|" msgstr "" @@ -4408,7 +4392,7 @@ msgid "Instead of using the repository, packages for both the **Community** and msgstr "" #: ../../content/administration/on_premise/packages.rst:103 -msgid "Odoo 18 'deb' package currently supports `Debian Bookworm (12) `_ and `Ubuntu Jammy (22.04LTS) `_ or above." +msgid "Odoo 19 'deb' package currently supports `Debian Bookworm (12) `_ and `Ubuntu Jammy (22.04LTS) `_ or above." msgstr "" #: ../../content/administration/on_premise/packages.rst:107 @@ -4424,7 +4408,7 @@ msgid "The `num2words` Python package - needed to render textual amounts - does msgstr "" #: ../../content/administration/on_premise/packages.rst:135 -msgid "Odoo 18 'rpm' package supports Fedora 38." +msgid "Odoo 19 'rpm' package supports Fedora 38." msgstr "" #: ../../content/administration/on_premise/packages.rst:137 @@ -4666,7 +4650,7 @@ msgid "On Debian/Ubuntu, the following commands should install the required pack msgstr "" #: ../../content/administration/on_premise/source.rst:287 -msgid "The `setup/debinstall.sh` script will parse the `debian/control `_ file and install the found packages." +msgid "The `setup/debinstall.sh` script will parse the `debian/control `_ file and install the found packages." msgstr "" #: ../../content/administration/on_premise/source.rst:290 @@ -5008,50 +4992,64 @@ msgid "End of support" msgstr "" #: ../../content/administration/supported_versions.rst:34 +msgid "**Odoo 19.0**" +msgstr "" + +#: ../../content/administration/supported_versions.rst:38 +#: ../../content/administration/supported_versions.rst:75 +msgid "September 2025" +msgstr "" + +#: ../../content/administration/supported_versions.rst:39 +msgid "September 2028 (planned)" +msgstr "" + +#: ../../content/administration/supported_versions.rst:40 msgid "Odoo SaaS 18.4" msgstr "" -#: ../../content/administration/supported_versions.rst:36 -#: ../../content/administration/supported_versions.rst:37 +#: ../../content/administration/supported_versions.rst:41 +#: ../../content/administration/supported_versions.rst:47 +#: ../../content/administration/supported_versions.rst:53 +#: ../../content/administration/supported_versions.rst:71 +#: ../../content/administration/supported_versions.rst:72 +#: ../../content/administration/supported_versions.rst:73 +#: ../../content/administration/supported_versions.rst:77 +#: ../../content/administration/supported_versions.rst:78 +#: ../../content/administration/supported_versions.rst:79 +#: ../../content/administration/supported_versions.rst:83 +#: ../../content/administration/supported_versions.rst:84 +#: ../../content/administration/supported_versions.rst:85 +msgid "|red|" +msgstr "" + #: ../../content/administration/supported_versions.rst:42 #: ../../content/administration/supported_versions.rst:43 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 #: ../../content/administration/supported_versions.rst:54 #: ../../content/administration/supported_versions.rst:55 -#: ../../content/administration/supported_versions.rst:66 -#: ../../content/administration/supported_versions.rst:67 -#: ../../content/administration/supported_versions.rst:72 -#: ../../content/administration/supported_versions.rst:73 msgid "N/A" msgstr "" -#: ../../content/administration/supported_versions.rst:38 +#: ../../content/administration/supported_versions.rst:44 msgid "July 2025" msgstr "" -#: ../../content/administration/supported_versions.rst:40 +#: ../../content/administration/supported_versions.rst:46 msgid "Odoo SaaS 18.3" msgstr "" -#: ../../content/administration/supported_versions.rst:44 +#: ../../content/administration/supported_versions.rst:50 msgid "May 2025" msgstr "" -#: ../../content/administration/supported_versions.rst:46 +#: ../../content/administration/supported_versions.rst:52 msgid "Odoo SaaS 18.2" msgstr "" -#: ../../content/administration/supported_versions.rst:50 -msgid "March 2025" -msgstr "" - -#: ../../content/administration/supported_versions.rst:52 -msgid "Odoo SaaS 18.1" -msgstr "" - #: ../../content/administration/supported_versions.rst:56 -msgid "January 2025" +msgid "March 2025" msgstr "" #: ../../content/administration/supported_versions.rst:58 @@ -5059,104 +5057,71 @@ msgid "**Odoo 18.0**" msgstr "" #: ../../content/administration/supported_versions.rst:62 -#: ../../content/administration/supported_versions.rst:69 -#: ../../content/administration/supported_versions.rst:75 -#: ../../content/administration/supported_versions.rst:93 +#: ../../content/administration/supported_versions.rst:81 msgid "October 2024" msgstr "" #: ../../content/administration/supported_versions.rst:63 -msgid "October 2027 (planned)" +msgid "September 2027 (planned)" msgstr "" #: ../../content/administration/supported_versions.rst:64 -msgid "Odoo SaaS 17.4" -msgstr "" - -#: ../../content/administration/supported_versions.rst:65 -#: ../../content/administration/supported_versions.rst:71 -#: ../../content/administration/supported_versions.rst:89 -#: ../../content/administration/supported_versions.rst:90 -#: ../../content/administration/supported_versions.rst:91 -#: ../../content/administration/supported_versions.rst:95 -#: ../../content/administration/supported_versions.rst:96 -#: ../../content/administration/supported_versions.rst:97 -msgid "|red|" -msgstr "" - -#: ../../content/administration/supported_versions.rst:68 -msgid "July 2024" -msgstr "" - -#: ../../content/administration/supported_versions.rst:70 -msgid "Odoo SaaS 17.2" -msgstr "" - -#: ../../content/administration/supported_versions.rst:74 -msgid "April 2024" -msgstr "" - -#: ../../content/administration/supported_versions.rst:76 msgid "**Odoo 17.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:80 +#: ../../content/administration/supported_versions.rst:68 msgid "November 2023" msgstr "" -#: ../../content/administration/supported_versions.rst:81 -msgid "October 2026 (planned)" +#: ../../content/administration/supported_versions.rst:69 +msgid "September 2026 (planned)" msgstr "" -#: ../../content/administration/supported_versions.rst:82 +#: ../../content/administration/supported_versions.rst:70 msgid "**Odoo 16.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:86 +#: ../../content/administration/supported_versions.rst:74 msgid "October 2022" msgstr "" -#: ../../content/administration/supported_versions.rst:87 -msgid "October 2025 (planned)" -msgstr "" - -#: ../../content/administration/supported_versions.rst:88 +#: ../../content/administration/supported_versions.rst:76 msgid "**Odoo 15.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:92 +#: ../../content/administration/supported_versions.rst:80 msgid "October 2021" msgstr "" -#: ../../content/administration/supported_versions.rst:94 +#: ../../content/administration/supported_versions.rst:82 msgid "Older versions" msgstr "" -#: ../../content/administration/supported_versions.rst:98 +#: ../../content/administration/supported_versions.rst:86 msgid "Before 2021" msgstr "" -#: ../../content/administration/supported_versions.rst:99 +#: ../../content/administration/supported_versions.rst:87 msgid "Before 2024" msgstr "" -#: ../../content/administration/supported_versions.rst:101 +#: ../../content/administration/supported_versions.rst:89 msgid "Legend" msgstr "" -#: ../../content/administration/supported_versions.rst:103 +#: ../../content/administration/supported_versions.rst:91 msgid "|green| Supported version" msgstr "" -#: ../../content/administration/supported_versions.rst:105 +#: ../../content/administration/supported_versions.rst:93 msgid "|red| End-of-support" msgstr "" -#: ../../content/administration/supported_versions.rst:107 +#: ../../content/administration/supported_versions.rst:95 msgid "N/A Never released for this platform" msgstr "" -#: ../../content/administration/supported_versions.rst:110 +#: ../../content/administration/supported_versions.rst:98 msgid "Even though we don't support older versions, you can always `upgrade from any version `_." msgstr "" diff --git a/locale/sources/essentials.pot b/locale/sources/essentials.pot index 83051de96..102cb8839 100644 --- a/locale/sources/essentials.pot +++ b/locale/sources/essentials.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -49,7 +49,7 @@ msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 -msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." +msgid ":icon:`fa-users` :guilabel:`(users)` icon: a meeting is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:19 @@ -77,26 +77,26 @@ msgid "Activities can be created from the chatter on any record." msgstr "" #: ../../content/applications/essentials/activities.rst:36 -msgid "To schedule a new activity, click the :guilabel:`Activities` button, located at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up window that appears, :ref:`fill out the Schedule Activity form `." +msgid "To schedule a new activity, click the :guilabel:`Activity` button, located at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up window that appears, :ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 -msgid "New activity type form." +msgid "Activity button in chatter field." msgstr "" -#: ../../content/applications/essentials/activities.rst:47 +#: ../../content/applications/essentials/activities.rst:46 msgid "Kanban view" msgstr "" -#: ../../content/applications/essentials/activities.rst:49 +#: ../../content/applications/essentials/activities.rst:48 msgid "Activities can also be created from the :icon:`oi-view-kanban` :guilabel:`(Kanban)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst:51 +#: ../../content/applications/essentials/activities.rst:50 msgid "To do so, click on the |clock| located at the bottom of an individual record." msgstr "" -#: ../../content/applications/essentials/activities.rst:53 +#: ../../content/applications/essentials/activities.rst:52 msgid "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the Schedule Activity form `." msgstr "" @@ -104,24 +104,24 @@ msgstr "" msgid "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:61 -#: ../../content/applications/essentials/activities.rst:79 +#: ../../content/applications/essentials/activities.rst:59 +#: ../../content/applications/essentials/activities.rst:77 msgid "If a record already has a scheduled activity, the |clock| is replaced by the icon that represents the existing scheduled activity. Click on the activity type's icon to schedule another activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:67 +#: ../../content/applications/essentials/activities.rst:65 msgid "List view" msgstr "" -#: ../../content/applications/essentials/activities.rst:69 +#: ../../content/applications/essentials/activities.rst:67 msgid "Activities can also be created from a :icon:`oi-view-list` :guilabel:`(list)` view." msgstr "" -#: ../../content/applications/essentials/activities.rst:71 +#: ../../content/applications/essentials/activities.rst:69 msgid "If the :guilabel:`Activities` column is hidden, reveal it using the :icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-right of the top row." msgstr "" -#: ../../content/applications/essentials/activities.rst:74 +#: ../../content/applications/essentials/activities.rst:72 msgid "Then, click on the |clock| for the record the activity is being added to, and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the Schedule Activity form ` that appears." msgstr "" @@ -129,15 +129,15 @@ msgstr "" msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:89 +#: ../../content/applications/essentials/activities.rst:86 msgid "Activity view" msgstr "" -#: ../../content/applications/essentials/activities.rst:91 +#: ../../content/applications/essentials/activities.rst:88 msgid "Most applications in Odoo have an *Activity* view available. If available, a |clock| is visible in the top-right corner of the main menu bar, amongst the other view option icons." msgstr "" -#: ../../content/applications/essentials/activities.rst:94 +#: ../../content/applications/essentials/activities.rst:91 msgid "To open the activity view, click the |clock|." msgstr "" @@ -145,144 +145,159 @@ msgstr "" msgid "Top-right menu with the Activities icon called out." msgstr "" -#: ../../content/applications/essentials/activities.rst:100 +#: ../../content/applications/essentials/activities.rst:96 msgid "In this view, all the available activities are listed in the columns, while the horizontal entries represent all the individual records." msgstr "" -#: ../../content/applications/essentials/activities.rst:103 +#: ../../content/applications/essentials/activities.rst:99 msgid "Activities that appear green have a due date in the future, activities that appear orange are due today, while activities appearing red are overdue." msgstr "" -#: ../../content/applications/essentials/activities.rst:106 -msgid "Color bars in each column represent records for specific activity types, and display a number indicating how many activities are scheduled for that type." +#: ../../content/applications/essentials/activities.rst:102 +msgid "Colored bars in each column represent records for specific activity types, and display a number indicating how many activities are scheduled for that type." msgstr "" -#: ../../content/applications/essentials/activities.rst:109 +#: ../../content/applications/essentials/activities.rst:105 msgid "If multiple activity types are scheduled for a record, a number appears in the box, indicating the total number of scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:113 +#: ../../content/applications/essentials/activities.rst:109 msgid "Activity colors, and their relation to an activity's due date, are consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" -#: ../../content/applications/essentials/activities.rst:116 -msgid "To schedule an activity for a record, hover over the corresponding field. Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then :ref:`fill out the Schedule Activity form `." +#: ../../content/applications/essentials/activities.rst:112 +msgid "To schedule an activity for a record, hover over the corresponding field. Click the :icon:`fa-plus` :guilabel:`(plus)` icon, and then :ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:127 +#: ../../content/applications/essentials/activities.rst:122 msgid "Schedule Activity form" msgstr "" -#: ../../content/applications/essentials/activities.rst:129 +#: ../../content/applications/essentials/activities.rst:124 msgid "Activities can be scheduled from many different places, such as from the :ref:`chatter ` of a record, or from one of multiple views in an application, when available: the :ref:`Kanban view `, :ref:`list view `, or :ref:`activity view `." msgstr "" +#: ../../content/applications/essentials/activities.rst:129 +msgid "First, select an activity type:" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:131 +msgid ":icon:`fa-check` :guilabel:`To-Do`" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:132 +msgid ":icon:`fa-envelope` :guilabel:`Email`" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:133 +msgid ":icon:`fa-phone` :guilabel:`Call`" +msgstr "" + #: ../../content/applications/essentials/activities.rst:134 -msgid "Enter the following information on the form:" +msgid ":icon:`fa-users` :guilabel:`Meeting`" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:135 +msgid ":guilabel:`Do Stuff`" msgstr "" #: ../../content/applications/essentials/activities.rst:136 -msgid ":guilabel:`Activity Type`: select the type of activity from the drop-down menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, or :guilabel:`To-Do`. Depending on what other applications are installed, additional options may be available." +msgid ":icon:`fa-upload` :guilabel:`Document`" msgstr "" -#: ../../content/applications/essentials/activities.rst:139 -msgid ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss Proposal`." +#: ../../content/applications/essentials/activities.rst:137 +msgid ":icon:`fa-pencil-square-o` :guilabel:`Signature`" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:138 +msgid ":icon:`fa-check` :guilabel:`Grant Approval`" msgstr "" #: ../../content/applications/essentials/activities.rst:140 -msgid ":guilabel:`Due Date`: using the calendar popover, select the activity's deadline." +msgid "Then, enter the following information:" msgstr "" -#: ../../content/applications/essentials/activities.rst:141 -msgid ":guilabel:`Assigned to`: by default, the current user populates this field. To assign a different user to the activity, select them from the drop-down menu." +#: ../../content/applications/essentials/activities.rst:142 +msgid "**Summary**: enter a short title for the activity, such as `Discuss Proposal`." msgstr "" #: ../../content/applications/essentials/activities.rst:143 -msgid ":guilabel:`Notes`: add any additional information for the activity in this field." +msgid ":guilabel:`Due Date`: using the calendar popover, select the activity's deadline." msgstr "" -#: ../../content/applications/essentials/activities.rst:145 -msgid "When the :guilabel:`Schedule Activity` pop-up window is completed, click one of the following buttons:" +#: ../../content/applications/essentials/activities.rst:144 +msgid ":guilabel:`Assigned to`: by default, the current user populates this field. To assign a different user to the activity, select them from the drop-down menu." msgstr "" -#: ../../content/applications/essentials/activities.rst:148 -msgid ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the activity." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:150 -msgid "Click on the desired date and time for the activity, and a :guilabel:`New Event` pop-up window appears. The summary from the *Schedule Activity* pop-up window populates the :guilabel:`Title` field." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:154 -msgid "Enter the information in the :guilabel:`New Event` pop-up window, then click :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is added to the chatter under the :guilabel:`Planned Activities` section." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:159 -msgid "The :guilabel:`Open Calendar` button **only** appears if the :guilabel:`Activity Type` is set to either :guilabel:`Call` or :guilabel:`Meeting`." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:162 -msgid ":guilabel:`Schedule`: schedules the activity, and adds the activity to the chatter under :guilabel:`Planned Activities`." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:164 -msgid ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, and is automatically marked as done." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:166 -msgid ":guilabel:`Done & Schedule Next`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, is automatically marked as done, and a new :guilabel:`Schedule Activity` pop-up window appears." -msgstr "" - -#: ../../content/applications/essentials/activities.rst:169 -msgid ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule Activity` pop-up window." +#: ../../content/applications/essentials/activities.rst:146 +msgid ":guilabel:`Log a note`: add any additional information for the activity in this field." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "View of CRM leads and the option to schedule an activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:178 +#: ../../content/applications/essentials/activities.rst:151 +msgid "Click :guilabel:`Save` to schedule the activity, and add the activity to the chatter under :guilabel:`Planned Activities`. Click :guilabel:`Mark Done` to add the details of the activity to the chatter under :guilabel:`Today`." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:156 +msgid "Schedule a meeting" +msgstr "" + +#: ../../content/applications/essentials/activities.rst:158 +msgid "If :icon:`fa-users` :guilabel:`Meeting` is selected as the activity type, enter the information as instructed above, then click :guilabel:`Schedule`. This opens the user's calendar to add and schedule the activity." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:162 +msgid "Click on the desired date and time for the activity, and a :guilabel:`New Event` pop-up window appears. The summary from the *Schedule Activity* pop-up window populates the :guilabel:`Title` field." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:166 +msgid "Enter the information in the :guilabel:`New Event` pop-up window, then click :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is added to the chatter under the :guilabel:`Planned Activities` section." +msgstr "" + +#: ../../content/applications/essentials/activities.rst:173 msgid "All scheduled activities" msgstr "" -#: ../../content/applications/essentials/activities.rst:180 +#: ../../content/applications/essentials/activities.rst:175 msgid "To view a consolidated list of activities, organized by application, click the |clock| in the header menu, located in the top-right corner." msgstr "" -#: ../../content/applications/essentials/activities.rst:183 -msgid "If any activities are scheduled, the number of activities appear in a red bubble on the |clock|." +#: ../../content/applications/essentials/activities.rst:178 +msgid "If any activities are scheduled, the number of activities appears in a red bubble on the |clock|." msgstr "" -#: ../../content/applications/essentials/activities.rst:186 +#: ../../content/applications/essentials/activities.rst:181 msgid "All activities for each application are further divided into subsections, indicating where in the application the activity is to be completed. Each sub-section lists the number of scheduled activities that are :guilabel:`Late`, due :guilabel:`Today`, and scheduled in the :guilabel:`Future`." msgstr "" -#: ../../content/applications/essentials/activities.rst:192 -msgid "In the *Time Off* application, one activity is scheduled to be done in the *All Time Off* requests dashboard, and six activities are scheduled to be done in the *Allocations* dashboard." +#: ../../content/applications/essentials/activities.rst:187 +msgid "In the **Time Off** application, one activity is scheduled to be done in the *All Time Off* requests dashboard, and six activities are scheduled to be done in the *Allocations* dashboard." msgstr "" -#: ../../content/applications/essentials/activities.rst:195 +#: ../../content/applications/essentials/activities.rst:190 msgid "These requests appear in two separate lists in the all activities drop-down menu: one labeled `Time Off` and one labeled `Time Off Allocation`." msgstr "" #: ../../content/applications/essentials/activities.rst:0 -msgid "The list of activities that is accessed from the main menu bar. Two entries for the Time\n" -"Off application are highlighted." +msgid "The list of activities that is accessed from the main menu bar." msgstr "" -#: ../../content/applications/essentials/activities.rst:204 +#: ../../content/applications/essentials/activities.rst:197 msgid "The option to :ref:`Request a Document ` is available at the bottom of the list of all scheduled activities." msgstr "" -#: ../../content/applications/essentials/activities.rst:210 +#: ../../content/applications/essentials/activities.rst:203 msgid "Activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:212 +#: ../../content/applications/essentials/activities.rst:205 msgid "To view the currently configured types of activities in the database, navigate to :menuselection:`Settings app --> Discuss section --> Activities setting --> Activity Types`." msgstr "" @@ -290,123 +305,119 @@ msgstr "" msgid "Activity Types button in the Settings application under the Discuss section." msgstr "" -#: ../../content/applications/essentials/activities.rst:219 +#: ../../content/applications/essentials/activities.rst:211 msgid "Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found." msgstr "" -#: ../../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`." +#: ../../content/applications/essentials/activities.rst:214 +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 "" #: ../../content/applications/essentials/activities.rst:-1 msgid "The list of activity types already configured and available." msgstr "" -#: ../../content/applications/essentials/activities.rst:231 +#: ../../content/applications/essentials/activities.rst:222 msgid "Edit activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:233 +#: ../../content/applications/essentials/activities.rst:224 msgid "To edit an existing :ref:`activity type `, click on the activity type, and the activity type form loads." msgstr "" -#: ../../content/applications/essentials/activities.rst:236 +#: ../../content/applications/essentials/activities.rst:227 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:241 +#: ../../content/applications/essentials/activities.rst:232 msgid "Create new activity types" msgstr "" -#: ../../content/applications/essentials/activities.rst:243 -msgid "To create a new :ref:`activity type `, click :guilabel:`New` from the :guilabel:`Activity Types` page, and a blank activity type form loads." +#: ../../content/applications/essentials/activities.rst:234 +msgid "To create a new :ref:`activity type `, click :guilabel:`New` from the :guilabel:`Activity Types` page, and a blank activity type form loads. 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: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:250 +#: ../../content/applications/essentials/activities.rst:239 msgid "Activity Settings section" msgstr "" -#: ../../content/applications/essentials/activities.rst:252 +#: ../../content/applications/essentials/activities.rst:241 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:255 +#: ../../content/applications/essentials/activities.rst:244 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:257 +#: ../../content/applications/essentials/activities.rst:246 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: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." +#: ../../content/applications/essentials/activities.rst:248 +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:264 +#: ../../content/applications/essentials/activities.rst:253 msgid "Available activity types vary based on the installed applications in the database." msgstr "" -#: ../../content/applications/essentials/activities.rst:266 +#: ../../content/applications/essentials/activities.rst:255 msgid ":guilabel:`Folder`: Select a specific :ref:`folder ` 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:269 +#: ../../content/applications/essentials/activities.rst:258 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:272 +#: ../../content/applications/essentials/activities.rst:261 msgid ":guilabel:`Default Summary`: enter a note to include whenever this activity type is created." msgstr "" -#: ../../content/applications/essentials/activities.rst:275 +#: ../../content/applications/essentials/activities.rst:264 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:279 +#: ../../content/applications/essentials/activities.rst:268 msgid ":guilabel:`Keep Done`: Tick this checkbox to keep activities that have been marked as `Done` visible in the :ref:`activity view `." msgstr "" -#: ../../content/applications/essentials/activities.rst:281 +#: ../../content/applications/essentials/activities.rst:270 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" -#: ../../content/applications/essentials/activities.rst:284 +#: ../../content/applications/essentials/activities.rst:273 msgid "Next Activity section" msgstr "" -#: ../../content/applications/essentials/activities.rst:286 +#: ../../content/applications/essentials/activities.rst:275 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:289 +#: ../../content/applications/essentials/activities.rst:278 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:294 +#: ../../content/applications/essentials/activities.rst:283 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:297 +#: ../../content/applications/essentials/activities.rst:286 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:300 +#: ../../content/applications/essentials/activities.rst:289 msgid ":guilabel:`Schedule`: configure when the next activity is suggested or triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:302 +#: ../../content/applications/essentials/activities.rst:291 msgid "First, enter a numerical value indicating when the activity is suggested or triggered." msgstr "" -#: ../../content/applications/essentials/activities.rst:304 +#: ../../content/applications/essentials/activities.rst:293 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:308 +#: ../../content/applications/essentials/activities.rst:297 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 "" @@ -414,15 +425,15 @@ msgstr "" msgid "A new Activity form with all the fields filled out." msgstr "" -#: ../../content/applications/essentials/activities.rst:316 +#: ../../content/applications/essentials/activities.rst:304 msgid ":doc:`../productivity/discuss`" msgstr "" -#: ../../content/applications/essentials/activities.rst:317 +#: ../../content/applications/essentials/activities.rst:305 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" -#: ../../content/applications/essentials/activities.rst:318 +#: ../../content/applications/essentials/activities.rst:306 msgid ":doc:`../sales/crm/optimize/utilize_activities`" msgstr "" @@ -671,86 +682,62 @@ msgid "Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resell msgstr "" #: ../../content/applications/essentials/contacts.rst:187 -msgid "Membership tab" -msgstr "" - -#: ../../content/applications/essentials/contacts.rst:189 -msgid "Finally, there is the :guilabel:`Membership` tab on contact forms, which can help users manage any memberships that are being offered to this specific contact. It should be noted that this tab **only** appears when the *Members* application is installed." -msgstr "" - -#: ../../content/applications/essentials/contacts.rst:194 -msgid "Activate membership" -msgstr "" - -#: ../../content/applications/essentials/contacts.rst:196 -msgid "To activate a contact's membership, click :guilabel:`Buy Membership` in the :guilabel:`Membership` tab of a contact form. On the pop-up window that appears, select a :guilabel:`Membership` from the drop-down menu. Then, configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` when both fields are filled in." -msgstr "" - -#: ../../content/applications/essentials/contacts.rst:201 -msgid "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the :guilabel:`Membership` tab of a contact form." -msgstr "" - -#: ../../content/applications/essentials/contacts.rst:205 -msgid "Follow the :doc:`Members documentation <../sales/members>` for more information on publishing members on the website." -msgstr "" - -#: ../../content/applications/essentials/contacts.rst:209 msgid "Smart buttons" msgstr "" -#: ../../content/applications/essentials/contacts.rst:211 +#: ../../content/applications/essentials/contacts.rst:189 msgid "At the top of the contact form, there are some additional options available, known as *smart buttons*." msgstr "" -#: ../../content/applications/essentials/contacts.rst:214 +#: ../../content/applications/essentials/contacts.rst:192 msgid "Here, Odoo displays a variety of records, related to this contact, that were created on other apps. Odoo integrates information from every single app, so there are many smart buttons." msgstr "" -#: ../../content/applications/essentials/contacts.rst:218 +#: ../../content/applications/essentials/contacts.rst:196 msgid "For example, there is an :guilabel:`Opportunities` smart button, where all the opportunities related to this customer from the *CRM* app are accessible." msgstr "" -#: ../../content/applications/essentials/contacts.rst:222 +#: ../../content/applications/essentials/contacts.rst:200 msgid "If the corresponding applications are installed, their related smart buttons appear automatically on a contact form." msgstr "" -#: ../../content/applications/essentials/contacts.rst:225 +#: ../../content/applications/essentials/contacts.rst:203 msgid "A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals additional options, via a drop-down menu. A user can even quickly access :guilabel:`Purchases`, :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact." msgstr "" -#: ../../content/applications/essentials/contacts.rst:231 +#: ../../content/applications/essentials/contacts.rst:209 msgid "Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like this, should there be any outstanding/on-file for this contact." msgstr "" -#: ../../content/applications/essentials/contacts.rst:234 +#: ../../content/applications/essentials/contacts.rst:212 msgid "If the contact is a partner, the user can visit their partner page on the Odoo-built website by clicking the :guilabel:`Go to Website` smart button." msgstr "" -#: ../../content/applications/essentials/contacts.rst:238 +#: ../../content/applications/essentials/contacts.rst:216 msgid "Archive contacts" msgstr "" -#: ../../content/applications/essentials/contacts.rst:240 +#: ../../content/applications/essentials/contacts.rst:218 msgid "If a user decides they no longer want to have this contact active, the record can be archived. To do that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact form, and click :guilabel:`Archive`." msgstr "" -#: ../../content/applications/essentials/contacts.rst:244 +#: ../../content/applications/essentials/contacts.rst:222 msgid "Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-up window." msgstr "" -#: ../../content/applications/essentials/contacts.rst:246 +#: ../../content/applications/essentials/contacts.rst:224 msgid "With this contact successfully archived, as indicated by a banner at the top, they do not show up in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter." msgstr "" -#: ../../content/applications/essentials/contacts.rst:250 +#: ../../content/applications/essentials/contacts.rst:228 msgid "A contact can be *unarchived*, if the user decides to work with them again. To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at the top of the archived contact form, and click :guilabel:`Unarchive`. Upon doing so, the :guilabel:`Archived` banner is removed, and the contact is restored." msgstr "" -#: ../../content/applications/essentials/contacts.rst:256 +#: ../../content/applications/essentials/contacts.rst:234 msgid ":doc:`Add different addresses in CRM <../sales/sales/sales_quotations/different_addresses>`" msgstr "" -#: ../../content/applications/essentials/contacts.rst:257 +#: ../../content/applications/essentials/contacts.rst:235 msgid "`Odoo's eLearning Contacts tutorial `_" msgstr "" @@ -1654,7 +1641,7 @@ msgid "Use" msgstr "" #: ../../content/applications/essentials/html_editor.rst:91 -#: ../../content/applications/essentials/property_fields.rst:83 +#: ../../content/applications/essentials/property_fields.rst:89 msgid ":guilabel:`Separator`" msgstr "" @@ -2567,7 +2554,7 @@ msgid "Add property fields" msgstr "" #: ../../content/applications/essentials/property_fields.rst:23 -msgid "To add a first property field to a :ref:`form view `, click the :icon:`fa-cog` (:guilabel:`Actions`) icon, then select :icon:`fa-cogs` :guilabel:`Add Properties`." +msgid "To add a first property field to a :ref:`form view `, click the :icon:`fa-cog` (:guilabel:`Actions`) icon, then select :icon:`fa-cogs` :guilabel:`Edit Properties`." msgstr "" #: ../../content/applications/essentials/property_fields.rst:26 @@ -2591,408 +2578,447 @@ msgid "Short text on a single line" msgstr "" #: ../../content/applications/essentials/property_fields.rst:38 +#: ../../content/applications/essentials/property_fields.rst:41 #: ../../content/applications/essentials/property_fields.rst:44 -#: ../../content/applications/essentials/property_fields.rst:47 +#: ../../content/applications/essentials/property_fields.rst:50 +#: ../../content/applications/essentials/property_fields.rst:53 msgid "Enter a :guilabel:`Default Value` if desired." msgstr "" #: ../../content/applications/essentials/property_fields.rst:39 -msgid ":ref:`Checkbox `" +msgid ":guilabel:`Multiline Text`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:40 -msgid "Checked or unchecked status" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:41 -msgid "Choose the :guilabel:`Default State`." +msgid "Full text on multiple lines" msgstr "" #: ../../content/applications/essentials/property_fields.rst:42 -msgid ":ref:`Integer `" +msgid ":ref:`HTML `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:43 -msgid "Integer numbers (:dfn:`positive, negative, or zero, without a decimal`)" +msgid "HTML field" msgstr "" #: ../../content/applications/essentials/property_fields.rst:45 -msgid ":ref:`Decimal `" +msgid ":ref:`Checkbox `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:46 -msgid "Decimal numbers (:dfn:`positive, negative, or zero, with a decimal`)" +msgid "Checked or unchecked status" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:47 +msgid "Choose the :guilabel:`Default State`." msgstr "" #: ../../content/applications/essentials/property_fields.rst:48 -msgid ":ref:`Date `" +msgid ":ref:`Integer `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:49 -msgid "Selection of a date on a calendar" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:50 -#: ../../content/applications/essentials/property_fields.rst:53 -#: ../../content/applications/essentials/property_fields.rst:76 -#: ../../content/applications/essentials/property_fields.rst:82 -msgid "Select a :guilabel:`Default Value` if desired." +msgid "Integer numbers (:dfn:`positive, negative, or zero, without a decimal`)" msgstr "" #: ../../content/applications/essentials/property_fields.rst:51 -msgid ":ref:`Date & Time `" +msgid ":ref:`Decimal `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:52 -msgid "Selection of a date on a calendar and a time on a clock" +msgid "Decimal numbers (:dfn:`positive, negative, or zero, with a decimal`)" msgstr "" #: ../../content/applications/essentials/property_fields.rst:54 -msgid ":ref:`Selection `" +msgid ":ref:`Date `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:55 -msgid "Selection of a value from a group of predefined values" +msgid "Selection of a date on a calendar" msgstr "" #: ../../content/applications/essentials/property_fields.rst:56 -msgid "Add a selectable option by clicking :icon:`fa-plus` :guilabel:`Add a Value` and entering the :guilabel:`Option Name`." +#: ../../content/applications/essentials/property_fields.rst:59 +#: ../../content/applications/essentials/property_fields.rst:82 +#: ../../content/applications/essentials/property_fields.rst:88 +msgid "Select a :guilabel:`Default Value` if desired." msgstr "" -#: ../../content/applications/essentials/property_fields.rst:59 -msgid "If desired, set an option as default by clicking the :icon:`fa-star-o` (:guilabel:`Select Default`) button." +#: ../../content/applications/essentials/property_fields.rst:57 +msgid ":ref:`Date & Time `" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:58 +msgid "Selection of a date on a calendar and a time on a clock" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:60 +msgid ":ref:`Selection `" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:61 +msgid "Selection of a value from a group of predefined values" msgstr "" #: ../../content/applications/essentials/property_fields.rst:62 -msgid "Reorder the options by dragging and dropping them using the :icon:`oi-draggable` (:guilabel:`drag handle`) button." +msgid "Add a selectable option by clicking :icon:`fa-plus` :guilabel:`Add a Value` and entering the :guilabel:`Option Name`." msgstr "" #: ../../content/applications/essentials/property_fields.rst:65 -msgid "Delete an option by clicking the :icon:`fa-trash-o` (:guilabel:`Remove Property`) button." -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:66 -msgid ":ref:`Tags `" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:67 -msgid "Selection of multiple values in the form of tags" +msgid "If desired, set an option as default by clicking the :icon:`fa-star-o` (:guilabel:`Select Default`) button." msgstr "" #: ../../content/applications/essentials/property_fields.rst:68 -msgid "Enter a :guilabel:`Tag` name and press `Enter` to save it." -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:70 -msgid "Change a tag's color by clicking it and selecting another one." +msgid "Reorder the options by dragging and dropping them using the :icon:`oi-draggable` (:guilabel:`drag handle`) button." msgstr "" #: ../../content/applications/essentials/property_fields.rst:71 -msgid ":ref:`Many2one `" +msgid "Delete an option by clicking the :icon:`fa-trash-o` (:guilabel:`Remove Property`) button." msgstr "" #: ../../content/applications/essentials/property_fields.rst:72 -msgid "Selection of a single record from another model" +msgid ":ref:`Tags `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:73 -#: ../../content/applications/essentials/property_fields.rst:79 -msgid "Enter the :guilabel:`Model` name. Configure its :ref:`Domain ` to filter records if needed." +msgid "Selection of multiple values in the form of tags" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:74 +msgid "Enter a :guilabel:`Tag` name and press `Enter` to save it." +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:76 +msgid "Change a tag's color by clicking it and selecting another one." msgstr "" #: ../../content/applications/essentials/property_fields.rst:77 -msgid ":ref:`Many2many `" +msgid ":ref:`Many2one `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:78 -msgid "Selection of multiple records from another model" +msgid "Selection of a single record from another model" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:79 +#: ../../content/applications/essentials/property_fields.rst:85 +msgid "Enter the :guilabel:`Model` name. Configure its :ref:`Domain ` to filter records if needed." +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:83 +msgid ":ref:`Many2many `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:84 -msgid "Group several properties under a foldable label" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:87 -msgid "Click outside the popover to save the added property." +msgid "Selection of multiple records from another model" msgstr "" #: ../../content/applications/essentials/property_fields.rst:90 -msgid "Select whether to display the property in the Kanban, List, or Calendar views cards for every field with the :guilabel:`Display in Cards` option." +msgid "Group several properties under a foldable label" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:92 -msgid "To add another property, click :icon:`fa-plus` :guilabel:`Add a Property` at the bottom of the form while in :icon:`fa-cogs` :guilabel:`Add Properties` mode." +#: ../../content/applications/essentials/property_fields.rst:93 +msgid "Click outside the popover to save the added property." msgstr "" #: ../../content/applications/essentials/property_fields.rst:96 -msgid "To edit an existing property, hover the cursor over the property:" +msgid "Select whether to display the property in the Kanban, List, or Calendar views cards for every field with the :guilabel:`Display in Cards` option." msgstr "" #: ../../content/applications/essentials/property_fields.rst:98 +msgid "To add another property, click :icon:`fa-plus` :guilabel:`Add a Property` at the bottom of the form while." +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:102 +msgid "To edit an existing property, hover the cursor over the property:" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:104 msgid "Click the :icon:`fa-pencil` (:guilabel:`pencil`) button to open a popover and modify the property. In the popover, click the :icon:`fa-chevron-up` (up) or :icon:`fa-chevron-down` (down) chevron to move a property upwards or downwards." msgstr "" -#: ../../content/applications/essentials/property_fields.rst:101 +#: ../../content/applications/essentials/property_fields.rst:107 msgid "Click :icon:`fa-trash` :guilabel:`Delete`, then :guilabel:`Delete` to delete it. Deleting a property is permanent." msgstr "" -#: ../../content/applications/essentials/property_fields.rst:103 +#: ../../content/applications/essentials/property_fields.rst:109 msgid "Use the :icon:`oi-draggable` (:guilabel:`drag handle`) icon to drag and drop the property to reorder or regroup." msgstr "" -#: ../../content/applications/essentials/property_fields.rst:109 +#: ../../content/applications/essentials/property_fields.rst:115 msgid "Properties across apps" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:111 +#: ../../content/applications/essentials/property_fields.rst:117 msgid "Property fields can be defined in the :ref:`form view ` of multiple models. Once set, the property is shared by all records that are linked to the same *parent*." msgstr "" -#: ../../content/applications/essentials/property_fields.rst:119 +#: ../../content/applications/essentials/property_fields.rst:125 msgid "App" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:120 +#: ../../content/applications/essentials/property_fields.rst:126 msgid "Model" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:121 +#: ../../content/applications/essentials/property_fields.rst:127 msgid "Parent" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:122 +#: ../../content/applications/essentials/property_fields.rst:128 msgid ":guilabel:`Accounting`" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:123 +#: ../../content/applications/essentials/property_fields.rst:129 msgid ":ref:`Asset/Revenue Recognition `" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:125 +#: ../../content/applications/essentials/property_fields.rst:131 msgid ":doc:`Loan `" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:126 +#: ../../content/applications/essentials/property_fields.rst:132 msgid ":ref:`Asset model `" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:128 +#: ../../content/applications/essentials/property_fields.rst:134 msgid ":ref:`Journal `" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:129 +#: ../../content/applications/essentials/property_fields.rst:135 msgid ":guilabel:`Appraisals`" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:130 +#: ../../content/applications/essentials/property_fields.rst:136 msgid ":ref:`Employee Appraisal `" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:131 +#: ../../content/applications/essentials/property_fields.rst:137 msgid ":ref:`Department `" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:132 -msgid ":guilabel:`CRM`" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:133 -msgid ":doc:`Lead/Opportunity `" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:134 -msgid ":ref:`Sales team `" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:135 -msgid ":guilabel:`Employees`" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:136 -msgid ":ref:`Employee `" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:137 -msgid ":ref:`Company `" -msgstr "" - #: ../../content/applications/essentials/property_fields.rst:138 -msgid ":guilabel:`Events`" +msgid ":guilabel:`Approvals`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:139 -msgid ":doc:`Event Registration `" +msgid "Approval Request" msgstr "" #: ../../content/applications/essentials/property_fields.rst:140 -msgid ":ref:`Event `" +#: ../../content/applications/essentials/property_fields.rst:202 +msgid "Category" msgstr "" #: ../../content/applications/essentials/property_fields.rst:141 -msgid ":guilabel:`Fleet`" +msgid ":guilabel:`CRM`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:142 -msgid ":doc:`Vehicle `" +msgid ":doc:`Lead/Opportunity `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:143 -msgid ":ref:`Vehicle model `" +msgid ":ref:`Sales team `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:144 -msgid ":guilabel:`Frontdesk`" +msgid ":guilabel:`Employees`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:145 -msgid ":ref:`Frontdesk Visitors `" +msgid ":ref:`Employee `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:146 -msgid ":ref:`Station `" +msgid ":ref:`Company `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:147 -msgid ":guilabel:`Helpdesk`" +msgid ":guilabel:`Events`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:148 -msgid ":ref:`Ticket `" +msgid ":doc:`Event Registration `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:149 -msgid ":ref:`Helpdesk team `" +msgid ":ref:`Event `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:150 -msgid ":guilabel:`Inventory`" +msgid ":guilabel:`Fleet`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:151 -msgid ":ref:`Lot/Serial `" +msgid ":doc:`Vehicle `" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:152 +msgid ":ref:`Vehicle model `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:153 -msgid ":doc:`Transfer `" +msgid ":guilabel:`Frontdesk`" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:154 +msgid ":ref:`Frontdesk Visitors `" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:155 +msgid ":ref:`Station `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:156 -msgid ":ref:`Batch Transfer `" +msgid ":guilabel:`Helpdesk`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:157 -msgid ":ref:`Product variant `" +msgid ":ref:`Ticket `" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:158 +msgid ":ref:`Helpdesk team `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:159 -#: ../../content/applications/essentials/property_fields.rst:161 -msgid ":ref:`Operation type `" +msgid ":guilabel:`Inventory`" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:160 +msgid ":ref:`Lot/Serial `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:162 -msgid ":guilabel:`Knowledge`" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:163 -msgid ":ref:`Knowledge Article `" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:164 -msgid ":ref:`Parent article `" +msgid ":doc:`Transfer `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:165 -msgid ":guilabel:`Maintenance`" +msgid ":ref:`Batch Transfer `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:166 -msgid ":ref:`Maintenance Equipment `" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:167 -msgid ":ref:`Equipment category `" +msgid ":ref:`Product variant `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:168 -msgid ":guilabel:`Meeting Rooms`" -msgstr "" - -#: ../../content/applications/essentials/property_fields.rst:169 -msgid "Room" -msgstr "" - #: ../../content/applications/essentials/property_fields.rst:170 -msgid "Office" +msgid ":ref:`Operation type `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:171 -msgid ":guilabel:`Planning`" +msgid ":guilabel:`Knowledge`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:172 -msgid ":ref:`Shift `" +msgid ":ref:`Knowledge Article `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:173 -msgid ":ref:`Role `" +msgid ":ref:`Parent article `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:174 -msgid ":guilabel:`Project` / :guilabel:`Field Service`" +msgid ":guilabel:`Maintenance`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:175 -msgid ":ref:`Task `" +msgid ":ref:`Maintenance Equipment `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:176 -msgid ":ref:`Project `" +msgid ":ref:`Equipment category `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:177 -msgid ":guilabel:`Recruitment`" +msgid ":guilabel:`Meeting Rooms`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:178 -msgid ":ref:`Applicant `" +msgid "Room" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:179 +msgid "Office" msgstr "" #: ../../content/applications/essentials/property_fields.rst:180 -msgid ":ref:`Job Position `" +msgid ":guilabel:`Planning`" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:181 +msgid ":ref:`Shift `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:182 -msgid "Candidate" +msgid ":ref:`Role `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:183 -msgid ":ref:`Job position `" +msgid ":guilabel:`Project` / :guilabel:`Field Service`" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:184 +msgid ":ref:`Task `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:185 -#: ../../content/applications/essentials/property_fields.rst:187 -#: ../../content/applications/essentials/property_fields.rst:190 -msgid ":ref:`Company `" +msgid ":ref:`Project `" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:188 -msgid ":guilabel:`Repairs`" +#: ../../content/applications/essentials/property_fields.rst:186 +msgid ":guilabel:`Recruitment`" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:187 +msgid ":ref:`Applicant `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:189 -msgid ":ref:`Repair order `" +msgid ":ref:`Job Position `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:191 -msgid ":guilabel:`Sales` / etc." +msgid "Candidate" msgstr "" #: ../../content/applications/essentials/property_fields.rst:192 +msgid ":ref:`Job position `" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:194 +#: ../../content/applications/essentials/property_fields.rst:196 +#: ../../content/applications/essentials/property_fields.rst:199 +msgid ":ref:`Company `" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:197 +msgid ":guilabel:`Repairs`" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:198 +msgid ":ref:`Repair order `" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:200 +msgid ":guilabel:`Sales` / etc." +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:201 msgid "Product" msgstr "" -#: ../../content/applications/essentials/property_fields.rst:193 -msgid "Category" +#: ../../content/applications/essentials/property_fields.rst:205 +msgid "The following models do not depend on any *parent* and apply to all records:" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:207 +msgid ":doc:`Contact Form <../../../applications/essentials/contacts>` in the :guilabel:`Contacts` app" +msgstr "" + +#: ../../content/applications/essentials/property_fields.rst:208 +msgid ":ref:`Mailing List Contacts ` in the :guilabel:`Email Marketing` app" msgstr "" #: ../../content/applications/essentials/reporting.rst:3 @@ -3420,12 +3446,8 @@ msgstr "" msgid "The options in the :icon:`fa-adjust` :guilabel:`Comparison` section are used to compare data from two different time periods. Pick between the two comparison options: :guilabel:`(Time Filter): Previous Period` and :guilabel:`(Time Filter): Previous Year`." msgstr "" -#: ../../content/applications/essentials/search.rst:201 -msgid "For some reports, the :guilabel:`Comparison` section **only** appears in the search bar drop-down" -msgstr "" - -#: ../../content/applications/essentials/search.rst:200 -msgid "menu if one (or more) time periods have been selected in the :guilabel:`Filters` column. This is because there is nothing to compare if no time period is specified." +#: ../../content/applications/essentials/search.rst:199 +msgid "For some reports, the :guilabel:`Comparison` section **only** appears in the search bar drop-down menu if one (or more) time periods have been selected in the :guilabel:`Filters` column. This is because there is nothing to compare if no time period is specified." msgstr "" #: ../../content/applications/essentials/search.rst:203 @@ -3496,11 +3518,7 @@ msgstr "" msgid ":guilabel:`Default filter`: Sets the favorited search as the default filter for the view." msgstr "" -#: ../../content/applications/essentials/search.rst:263 -msgid ":guilabel:`Shared`: Makes the favorited search available to all users. Otherwise, by default, the favorited search is only available to the user who created it." -msgstr "" - -#: ../../content/applications/essentials/search.rst:266 +#: ../../content/applications/essentials/search.rst:264 msgid "Once the options are set, click :guilabel:`Save` to save the favorited search." msgstr "" @@ -3508,22 +3526,34 @@ msgstr "" msgid "Saving a favorite search on the Sales Analysis report." msgstr "" -#: ../../content/applications/essentials/search.rst:272 -msgid "Favorited searches can be accessed by clicking the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon in the search bar, then selecting the saved search under :icon:`fa-star` :guilabel:`Favorites`." +#: ../../content/applications/essentials/search.rst:270 +msgid "Favorited searches are accessed by clicking the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon in the search bar, and are shown under :icon:`fa-star` :guilabel:`Favorites`. Searches that are only visible to the current user, i.e., that are not shared, are shown first, while any :ref:`shared favorites `, whether created by the current user or another user, are shown in a second section." msgstr "" #: ../../content/applications/essentials/search.rst:276 -msgid "Favorited searches that are only visible to the current user, i.e., that are not shared, are shown first; any shared searches, whether created by the current user or another user, are shown in a second section." +msgid "To edit, archive, or remove a favorited search, hover over the search name in the list of favorites and click :icon:`fa-pencil` :guilabel:`(Edit favorite)`. The following fields can be modified: :guilabel:`Filter Name`, :ref:`Shared with `, :guilabel:`Default Filter`, :guilabel:`Domain`. To archive or remove the favorite, click :icon:`fa-cog` :guilabel:`(Actions)` then :icon:`oi-archive` :guilabel:`Archive` or :icon:`fa-trash` :guilabel:`Delete`, as appropriate." msgstr "" -#: ../../content/applications/essentials/search.rst:280 -msgid "To edit a favorited search, select the relevant saved search, hover over the :icon:`fa-star` :guilabel:`(star)` icon beside the search name in the search bar, then click the :icon:`fa-cog` :guilabel:`(cog)` icon. Modify the conditions as needed, then click :guilabel:`Confirm`." +#: ../../content/applications/essentials/search.rst:283 +msgid "When a favorited search is in use, additional filters or groups can be used to further refine the search. The conditions applied by the favorited search can also be modified by hovering over the :icon:`fa-star` :guilabel:`(star)` beside the search name then clicking the :icon:`fa-cog` :guilabel:`(cog)` icon. These changes only affect the current search." msgstr "" -#: ../../content/applications/essentials/search.rst:284 -msgid "To delete a favorited search, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon in the search bar, then click the :icon:`fa-trash` :guilabel:`(delete)` icon next to the saved search." +#: ../../content/applications/essentials/search.rst:287 +msgid "To edit the grouping or sorting of a favorited search, :ref:`activate developer mode ` when editing the search, then modify the :guilabel:`Context` or :guilabel:`Sort` fields as needed." msgstr "" -#: ../../content/applications/essentials/search.rst:288 -msgid "To view *all* favorited searches, first activate :ref:`developer-mode`, and navigate to :menuselection:`Settings app --> Technical --> User Interface: User-defined Filters`. From here, all favorited searches can be viewed, edited, archived, or deleted." +#: ../../content/applications/essentials/search.rst:290 +msgid "To view *all* favorited searches, with developer mode activated, navigate to :menuselection:`Settings app --> Technical --> User-defined Filters`. From here, all favorited searches can be viewed, edited, archived, or deleted." +msgstr "" + +#: ../../content/applications/essentials/search.rst:297 +msgid "Share a favorited search" +msgstr "" + +#: ../../content/applications/essentials/search.rst:299 +msgid "By default, a favorited search is only available to the user who created it. To share a favorited search with other users, click :guilabel:`Edit` when creating the favorite, or, for an existing favorite, click :icon:`fa-pencil` :guilabel:`(Edit favorite)` after hovering over the search name in the list of favorites." +msgstr "" + +#: ../../content/applications/essentials/search.rst:304 +msgid "In the :guilabel:`Shared with` field, select the relevant users from the drop-down menu, then click :icon:`fa-cloud-upload` :guilabel:`(Save manually)`. The favorite is now visible for all selected users under :icon:`fa-star` :guilabel:`Favorites`." msgstr "" diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index c31802710..b99582585 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -92,6 +92,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:114 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 msgid "Branches" msgstr "" @@ -181,7 +182,7 @@ msgid "The following financial :doc:`reports ` are availab msgstr "" #: ../../content/applications/finance/accounting.rst:193 -#: ../../content/applications/finance/fiscal_localizations/austria.rst:32 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:39 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1209 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:479 msgid "Financial reports" @@ -224,12 +225,12 @@ msgid "Audit" msgstr "" #: ../../content/applications/finance/accounting.rst:207 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1052 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1157 msgid "General ledger" msgstr "" #: ../../content/applications/finance/accounting.rst:209 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1016 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1121 msgid "Trial balance" msgstr "" @@ -246,6 +247,11 @@ msgid "Check register" msgstr "" #: ../../content/applications/finance/accounting.rst:217 +#: ../../content/applications/finance/esg.rst:209 +#: ../../content/applications/finance/esg.rst:225 +#: ../../content/applications/finance/esg.rst:237 +#: ../../content/applications/finance/esg.rst:256 +#: ../../content/applications/finance/esg.rst:268 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:146 #: ../../content/applications/finance/fiscal_localizations/peru.rst:374 msgid "Partner" @@ -442,7 +448,7 @@ msgid "Connect a bank for automatic synchronization" msgstr "" #: ../../content/applications/finance/accounting/bank.rst:32 -msgid "To connect your bank account to your database, go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and follow the instructions." +msgid "To connect your bank account to your database, go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`, select your bank in the list, click :guilabel:`Connect`, and follow the instructions." msgstr "" #: ../../content/applications/finance/accounting/bank.rst:37 @@ -460,7 +466,7 @@ msgid "If your banking institution is not available in Odoo, or if you don't wan msgstr "" #: ../../content/applications/finance/accounting/bank.rst:47 -msgid "To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`, click on :guilabel:`Record transactions manually` (at the bottom right), fill out the bank information, and click :guilabel:`Create`." +msgid "To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`, click :guilabel:`Record transactions manually` (at the bottom right), fill out the bank information, and click :guilabel:`Create`." msgstr "" #: ../../content/applications/finance/accounting/bank.rst:52 @@ -476,7 +482,7 @@ msgid "Create a cash journal" msgstr "" #: ../../content/applications/finance/accounting/bank.rst:61 -msgid "To create a new cash journal, go to :menuselection:`Accounting --> Configuration --> Accounting: Journals`, click on :guilabel:`Create` and select :guilabel:`Cash` in the :guilabel:`Type` field." +msgid "To create a new cash journal, go to :menuselection:`Accounting --> Configuration --> Accounting: Journals`, click :guilabel:`Create` and select :guilabel:`Cash` in the :guilabel:`Type` field." msgstr "" #: ../../content/applications/finance/accounting/bank.rst:64 @@ -502,11 +508,12 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:17 #: ../../content/applications/finance/accounting/bank/foreign_currency.rst:16 #: ../../content/applications/finance/accounting/bank/internal_transfers.rst:12 +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:17 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:29 -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:52 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:23 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:20 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:48 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 @@ -528,7 +535,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:11 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:24 #: ../../content/applications/finance/fiscal_localizations.rst:18 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:20 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:715 @@ -537,11 +544,13 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:180 #: ../../content/applications/finance/fiscal_localizations/australia.rst:330 #: ../../content/applications/finance/fiscal_localizations/australia.rst:403 -#: ../../content/applications/finance/fiscal_localizations/austria.rst:6 -#: ../../content/applications/finance/fiscal_localizations/austria.rst:49 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:8 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:60 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:179 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:255 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:252 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:212 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:473 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:666 @@ -553,17 +562,17 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:256 #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:61 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:6 -#: ../../content/applications/finance/fiscal_localizations/india.rst:659 +#: ../../content/applications/finance/fiscal_localizations/india.rst:633 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:724 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:713 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:104 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:647 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:759 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:893 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:846 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1257 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1538 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1641 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:215 #: ../../content/applications/finance/fiscal_localizations/peru.rst:88 #: ../../content/applications/finance/fiscal_localizations/peru.rst:720 @@ -647,7 +656,7 @@ msgid "Account number" msgstr "" #: ../../content/applications/finance/accounting/bank.rst:128 -msgid "If you need to **edit your bank account details**, click on the external link arrow next to your :guilabel:`Account Number`. On the account page, click on the external link arrow next to your :guilabel:`Bank` and update your bank information accordingly. These details are used when registering payments." +msgid "If you need to **edit your bank account details**, click the external link arrow next to your :guilabel:`Account Number`. On the account page, click the external link arrow next to your :guilabel:`Bank` and update your bank information accordingly. These details are used when registering payments." msgstr "" #: ../../content/applications/finance/accounting/bank.rst:-1 @@ -755,7 +764,7 @@ msgid ":doc:`Enable Banking `: Scandinavian msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:25 -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:18 +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:22 msgid ":doc:`transactions`" msgstr "" @@ -1564,282 +1573,542 @@ msgid "Bank reconciliation" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:5 -msgid "**Bank reconciliation** is the process of matching your :doc:`bank transactions ` with your business records, such as :doc:`customer invoices <../customer_invoices>`, :doc:`vendor bills <../vendor_bills>`, and :doc:`payments <../payments>`. Not only is this compulsory for most businesses, but it also offers several benefits, such as reduced risk of errors in financial reports, detection of fraudulent activities, and improved cash flow management." +msgid "**Bank reconciliation** is the process of validating :doc:`bank transactions `. Many of these transactions are matched with counterpart items related to business records such as :doc:`customer invoices <../customer_invoices>`, :doc:`vendor bills <../vendor_bills>`, and :doc:`payments <../payments>`, while others that may not have a matching counterpart item (such as bank fees) can be written off :ref:`manually ` or with :ref:`reconciliation models `. Not only is bank reconciliation compulsory for most businesses, but it also offers several benefits, such as reduced risk of errors in financial reports, detection of fraudulent activities, and improved cash flow management." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:11 -msgid "Thanks to the bank :doc:`reconciliation models `, Odoo pre-selects the matching entries automatically." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:14 +msgid "Thanks to the :ref:`default matching rules ` and customizable bank :doc:`reconciliation models `, Odoo selects the matching items automatically when possible." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:15 -msgid "`Odoo Tutorials: Bank reconciliation `_" +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:19 +msgid "`Odoo Tutorials: Bank reconciliation `_" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:17 -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:13 +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:21 msgid ":doc:`bank_synchronization`" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:23 +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:27 msgid "Bank reconciliation view" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:25 -msgid "To access a bank journal's **reconciliation view**, go to your :guilabel:`Accounting Dashboard` and either:" +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:29 +msgid "To access a journal's :guilabel:`Bank Matching` view, go to the :guilabel:`Accounting Dashboard` and either:" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:28 -msgid "click the journal name (e.g., :guilabel:`Bank`) to display all transactions, including those previously reconciled or" +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:32 +#: ../../content/applications/finance/accounting/bank/transactions.rst:25 +msgid "click the journal name (e.g., :guilabel:`Bank`) or its :guilabel:`Transactions` button to display all transactions, including those previously reconciled, or" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:30 -msgid "click the :guilabel:`Reconcile items` button to display all transactions Odoo pre-selected for reconciliation. You can remove the :guilabel:`Not Matched` filter from the search bar to include previously reconciled transactions." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:34 +#: ../../content/applications/finance/accounting/bank/transactions.rst:27 +msgid "click the :guilabel:`x to reconcile` button to display only unreconciled transactions. To include previously reconciled transactions, remove the :guilabel:`Not Matched` filter from the search bar." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:-1 -msgid "Reaching the bank reconciliation tool from your accounting dashboard" +msgid "Reaching the bank reconciliation tool from the accounting dashboard" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:37 -msgid "The bank reconciliation view is structured into three distinct sections: transactions, counterpart entries, and resulting entry." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:40 +msgid "The :guilabel:`Bank Matching` view is composed of lines for each transaction of the journal with the newest displayed first. Each transaction has a date, a label, a partner (if set), :ref:`action buttons `, and the transaction amount. Each line can be expanded to show additional information and buttons." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:-1 -msgid "The user interface of the reconciliation view of a bank journal." +msgid "The user interface of the bank matching view of a bank journal." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:45 +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:49 +msgid "Once a :doc:`transaction ` is reconciled, the suggested action button(s) is replaced with the counterpart entry/entries it was matched with or the account(s) it was written off to." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:56 #: ../../content/applications/finance/accounting/bank/transactions.rst:3 #: ../../content/applications/finance/accounting/taxes/avatax/avalara_portal.rst:32 msgid "Transactions" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:44 -msgid "The transactions section on the left shows all bank transactions, with the newest displayed first. Click a transaction to select it." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:52 -msgid "Counterpart entries" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:48 -msgid "The counterpart entries section on the bottom right displays the options to match the selected bank transaction. Multiple tabs are available, including :ref:`reconciliation/existing-entries`, :ref:`reconciliation/batch-payments`, :ref:`reconciliation/manual-operations`, and :guilabel:`Discuss`, which contains the chatter for the selected bank transaction." -msgstr "" - #: ../../content/applications/finance/accounting/bank/reconciliation.rst:58 -msgid "Resulting entry" +msgid "Every :doc:`transaction ` is linked to a journal entry that debits/credits the journal's main account and its :ref:`suspense account ` until it is fully reconciled. At that point, the suspense account is replaced with the account of the counterpart item or, in the case of :ref:`manual matching `, the selected account." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:55 -msgid "The resulting entry section on the top right displays the selected bank transaction matched with the counterpart entries and includes any remaining debits or credits. In this section, you can validate the reconciliation or mark it as :guilabel:`To Check`. Any :ref:`reconciliation model buttons ` are also available in the resulting entry section." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:67 +msgid "Possible action buttons" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:63 -msgid "Reconcile transactions" +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:69 +msgid "Up to two suggested action buttons are available as primary buttons, but all available action buttons are displayed when the transaction is expanded. The following action buttons are available depending on the details of the transaction:" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:65 -msgid "Transactions can be matched automatically with the use of :doc:`reconciliation models `, or they can be matched with :ref:`existing entries `, :ref:`batch payments `, :ref:`manual operations `, and :ref:`reconciliation model buttons `." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:73 +msgid ":guilabel:`Set Partner`: Open a search view to add a partner to the transaction." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:71 -msgid "Select a transaction among unmatched bank transactions." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:74 +msgid ":guilabel:`Set Account`: Open a search view to manually select an account to write off the full amount of the transaction with this account. If necessary, :ref:`edit the line ` to change the amount." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:72 -msgid "Define the counterpart. There are several options for defining a counterpart, including :ref:`matching existing entries `, :ref:`manual operations `, :ref:`batch payments `, and :ref:`reconciliation model buttons `." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:76 -msgid "If the resulting entry is not fully balanced, balance it by adding another existing counterpart entry or writing it off with a :ref:`manual operation `." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:77 +msgid ":guilabel:`Receivable`: Write off the transaction to the receivable account of the partner." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:78 -msgid "Click the :guilabel:`Validate` button to confirm the reconciliation and move to the next transaction." +msgid ":guilabel:`Sales`: Open a list view of sales orders belonging to the transaction's :guilabel:`Partner` (or proceed directly to the form view if only one relevant sales order exists). Select the relevant sales order(s) and click :guilabel:`Create Invoices`, then return to the :guilabel:`Bank Matching` view and match the invoice(s) using the :guilabel:`Reconcile` action button." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:82 -msgid "If you are not sure how to reconcile a particular transaction and would like to deal with it later, use the :guilabel:`To Check` button instead. All transactions marked as :guilabel:`To Check` can be displayed using the :guilabel:`To Check` filter." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:83 +msgid ":guilabel:`Payable`: Write off the transaction to the payable account of the partner." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:84 +msgid ":guilabel:`Reconcile`: Open a search view of existing items from records such as customer invoices, vendor bills, and payments. Select one or multiple items to add counterpart items with the corresponding accounts of those items." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:87 -msgid "Bank transactions are posted on the **journal's suspense account** until reconciliation. At this point, reconciliation modifies the transaction journal entry by replacing the bank suspense account with the corresponding receivable, payable, or outstanding account." +msgid ":guilabel:`Batches`: Open a short list of :doc:`batch payments <../payments/batch>`. To view all batch payments, click :guilabel:`Search More ...`. Select a batch payment to add a counterpart item for each payment of the batch with the corresponding account of each payment." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:94 -msgid "Match existing entries" +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:90 +msgid ":doc:`reconciliation_models`: Each manual reconciliation model that could apply to the transaction is displayed. Click the reconciliation model's action button to generate the counterpart items defined on the reconciliation model." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:96 -msgid "This tab contains matching entries Odoo automatically pre-selects according to the reconciliation models. The entry order is based on :doc:`reconciliation models `, with suggested entries appearing first." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:95 +msgid "To remove the partner from a transaction, click the :icon:`fa-times` :guilabel:`(close)` icon next to the partner's name." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:101 -msgid "The search bar within the :guilabel:`Match Existing Entries` tab allows you to search for specific journal items." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:98 +msgid "Click the :icon:`fa-chevron-down` :guilabel:`(chevron down)` button next to the possible action buttons of an expanded line to display any of the above action buttons that are hidden due to space limitations, as well as the following:" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:102 +msgid ":guilabel:`Upload bills`: Upload one or more bills to be :doc:`digitized <../vendor_bills/invoice_digitization>`. After digitization, the bills are available for matching via the :guilabel:`Reconcile` action button." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:105 +msgid ":guilabel:`Manage Models`: Open the list view of :doc:`reconciliation_models`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:106 +msgid ":guilabel:`Open Journal Entry`: Open the journal entry of this transaction." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:107 -#: ../../content/applications/finance/accounting/payments/batch.rst:3 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:406 -msgid "Batch payments" +msgid ":guilabel:`Delete Transaction`: Delete this transaction." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:109 -msgid ":doc:`Batch payments <../payments/batch>` allow you to group different payments to ease reconciliation. Use the :guilabel:`Batch Payments` tab to find batch payments for customers and vendors. Similarly to the :guilabel:`Match Existing Entries` tab, the :guilabel:`Batch Payments` tab has a search bar that allows you to search for specific batch payments." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:110 +msgid "Uploading bills from the :guilabel:`Bank Matching` view does not automatically reconcile them with the active transaction." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:117 -msgid "Manual operations" +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:114 +msgid ":doc:`../../../essentials/in_app_purchase`" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:119 -msgid "If there is not an existing entry to match the selected transaction, you may instead wish to reconcile the transaction manually by choosing the correct account and amount. Then, complete any of the relevant optional fields." +msgid "Reconcile transactions" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:124 -msgid "You can use the :guilabel:`fully paid` option to reconcile a payment, even in cases where only a partial payment is received. A new line appears in the resulting entry section to reflect the open balance registered on the Account Receivable by default. You can choose another account by clicking on the new line in the resulting entry section and selecting the :guilabel:`Account` to record the open balance." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:121 +msgid "When possible, Odoo automatically reconciles transactions based on their fields." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:123 +msgid "If no partner is set on the transaction, the transaction's :guilabel:`Label` is compared with the :guilabel:`Number`, :guilabel:`Customer Reference`, :guilabel:`Bill Reference`, and :guilabel:`Payment Reference` of existing invoices, bills, and payments." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:127 +msgid "If a partner is set on the transaction, the transaction is instead matched with invoices, bills, and payments of the partner based on the :guilabel:`Amount`. The following rules are used in a sequential order to identify and apply a match:" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation.rst:131 -msgid "Lines are silently reconciled unless a write-off entry is required, which launches a reconciliation wizard." +msgid "Exact match" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:0 -msgid "Click on fully paid to manually set an invoice as entirely paid." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:132 +msgid "Discounted match: for payment terms with discounts for early payments" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:140 -msgid "Reconciliation model buttons" +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:133 +msgid "Tolerance match: within 3% to account for merchant fees, rounding differences, and user errors" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation.rst:142 -msgid "Use a :doc:`reconciliation model ` button for manual operations that are frequently used. These custom buttons allow you to quickly reconcile bank transactions manually and can also be used in combination with existing entries." +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:134 +msgid "Currency match: when the transaction is in a different currency than the invoice, bill, or payment (with a 3% tolerance for exchange rate differences)" msgstr "" +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:136 +msgid "Amount in label: if the invoice :guilabel:`Amount` is found in the transaction's :guilabel:`Label`" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:139 +msgid "In addition to using these fixed matching rules, transactions can be matched automatically with the use of :doc:`reconciliation models `. Otherwise, reconcile transactions manually by following these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:143 +msgid "Expand the desired line among unmatched bank transactions to display all available action buttons." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:145 +msgid "Define the counterpart. There are several options for defining a counterpart, including :ref:`matching existing items `, :ref:`manually setting the account `, matching with :doc:`batch payments <../payments/batch>`, and using :ref:`reconciliation model buttons `." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:150 +msgid "If the resulting entry is not fully balanced, add another existing counterpart item or write it off by :ref:`setting the account ` of the remaining amount." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:157 +msgid "Existing items" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:159 +msgid "To reconcile transactions with existing items related to records such as customer invoices, vendor bills, and payments, click the :guilabel:`Reconcile` action button, select the matching journal item(s) in the list, and click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:164 +msgid "If the :guilabel:`Partner` is set, this list is automatically filtered to only include items related to that partner." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:168 +msgid "Use the search bar within the :guilabel:`Search: Journal Items to Match` window to search for specific journal items." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:171 +msgid "If a transaction amount is lower than the invoice or bill it is reconciled with, the transaction is fully reconciled, but the difference remains open on the counterpart item. The remaining amount can be left open to be reconciled later or the invoice or bill can be marked as fully paid. To mark the invoice or bill as fully paid, :ref:`edit ` the line, click :guilabel:`fully paid`, and :guilabel:`Save`. To reverse this, :ref:`edit ` the line again, click :guilabel:`partial payment`, and :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:179 +msgid "If a transaction amount is greater than the invoice or bill it is reconciled with, the transaction is only partially reconciled. The remaining balance can be reconciled as any other transaction amount." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:184 +msgid "Existing items of draft entries can be matched. Eventual automatic moves (like currency exchange or cash basis moves) are created in draft simultaneously with the reconciliation. Posting the original entry also posts the automatic move." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:191 +msgid "Set account" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:193 +msgid "If no existing item matches the selected transaction, you can still write off the transaction manually: Click :guilabel:`Set Account`, then choose the appropriate account. To write off only part of the transaction, :ref:`edit the line ` to reflect the correct value and reconcile the remaining amount as desired." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:199 +msgid "If the partner is set, write the amount off to their receivable or payable account directly by clicking the :guilabel:`Receivable` or :guilabel:`Payable` :ref:`action button `." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:206 #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:3 msgid "Reconciliation models" msgstr "" +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:208 +msgid "Use :doc:`reconciliation models ` to create custom rules that can be applied automatically or manually via custom buttons for operations that are frequently repeated. These custom buttons allow you to quickly reconcile bank transactions manually and can also be combined with other reconciliation models and with counterpart items when reconciling transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:214 +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:140 +msgid "An outgoing bank transaction for $103 is partially matched with a vendor bill for $100, leaving $3 of the transaction still unreconciled. Use the :guilabel:`Bank Fees` reconciliation model to create a new counterpart item for $3 and reconcile it with the remaining $3 of the bank transaction." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:222 +msgid "Edit lines and unreconcile transactions" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:224 +msgid "To edit a counterpart item, expand the line, click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and edit the necessary fields in :guilabel:`Edit Line` window." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:228 +msgid "When the counterpart item is an existing journal item, some fields are read-only." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:230 +msgid "If a transaction is partially matched with a counterpart item, use the link to mark the invoice as :guilabel:`fully paid` or to switch back to a :guilabel:`partial payment`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:233 +msgid "To unreconcile a transaction, delete all counterpart items associated with the transaction by clicking on the :icon:`fa-trash` :guilabel:`(trash)` icon." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:239 +msgid "Netting" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:241 +msgid "Netting (also known as AP/AR offsetting) is the process of balancing incoming debts from and outgoing debts to the same partner. Reconciling the incoming and outgoing debts creates a new journal entry that balances the debts. Two main scenarios exist:" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:245 +msgid ":ref:`A bank transaction balances ` (either fully or partially) the incoming and outgoing debts." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:247 +msgid ":ref:`No bank transaction balances ` the incoming and outgoing debts. This situation can occur either when the debts balance each other completely or when the debts remain unbalanced." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:254 +msgid "Netting with bank transactions" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:256 +msgid "When a bank transaction balances (either fully or partially) the incoming and outgoing debts, reconcile the bank transaction from the :guilabel:`Bank Matching` view like any other :ref:`existing items `:" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:260 +msgid "Click :guilabel:`Reconcile` on the transaction." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:261 +msgid "Select all the relevant counterpart items on both the payable and receivable side." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:262 +msgid "Click :guilabel:`Select`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:263 +msgid "If a balance remains, depending on the details, the following situations are possible:" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:265 +msgid "An invoice, bill, or other item is not fully reconciled, and the remaining balance can be :ref:`reconciled ` with other bank transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:267 +msgid "The bank transaction itself is not fully reconciled, and the remaining balance can be :ref:`reconciled ` as in any other situation." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:273 +msgid "Netting without bank transactions" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:275 +msgid "When no bank transaction balances the incoming and outgoing debts, there is nothing to reconcile from the :guilabel:`Bank Matching` view. However, the debt amount is visible in both the account receivable and the account payable. To balance these debts so that they no longer appear on the partner ledger, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:280 +msgid "Go to :menuselection:`Accounting --> Accounting --> Reconcile`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:281 +msgid "Select the journal items that debit or credit the account receivable and account payable and represent the debts to be netted." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:283 +#: ../../content/applications/finance/accounting/payments.rst:277 +msgid "Click :guilabel:`Reconcile`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:284 +msgid "If the debts don't balance each other perfectly, a :guilabel:`Write-Off Entry` popup window appears, allowing you to decide how to resolve the remaining balance:" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:287 +msgid "Select :guilabel:`Allow partials` to only partially reconcile the account receivable and account payable and leave the remaining balance open." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:289 +msgid "Use a :doc:`reconciliation model button ` to write off the balance." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:290 +msgid "Manually choose an :guilabel:`Account`, and optionally adjust the :guilabel:`Tax`, :guilabel:`Journal`, :guilabel:`Label`, :guilabel:`Date`, and :guilabel:`To Check` fields." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:293 +msgid "The items are then matched, and their balance is removed from the partner ledger, representing that no payment is due for these debts." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation.rst:297 +msgid "The workflow is the same whether there are only two equal debts in the receivable and payable accounts or multiple debts in each account." +msgstr "" + #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:5 -msgid "Reconciliation models are used to automate the :doc:`bank reconciliation ` process, which is especially handy when dealing with recurring entries like bank fees. Reconciliation models can also be helpful in handling :doc:`cash discounts <../customer_invoices/cash_discounts>`." +msgid "Reconciliation models are custom rules that complement the :ref:`default set of matching rules ` and enable more advanced automation of the :doc:`bank reconciliation ` process. These models are especially useful when dealing with recurring flows like writing off bank fees or :doc:`cash discounts <../customer_invoices/cash_discounts>`." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:9 -msgid "Each model is created based on a :ref:`model type ` and :guilabel:`bank transaction conditions`." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:14 +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:12 msgid "`Odoo Tutorials: Reconciliation models `_" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:19 -msgid "Reconciliation model types" +msgid "To access reconciliation models, go to the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v` :guilabel:`(dropdown menu)` menu on the bank journal, and select :guilabel:`Models` under the :guilabel:`Reconciliation` section." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:21 -msgid "The reconciliation models are available by going to :menuselection:`Accounting --> Configuration --> Banks: Reconciliation Models`. For each reconciliation model, a :guilabel:`Type` must be set. Three types of models exist:" +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:23 +msgid "To create a new reconciliation model, click :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:25 -msgid ":guilabel:`Button to generate counterpart entry`: a button is created in the resulting entry section of the bank reconciliation view. If clicked, this button generates a counterpart entry to reconcile with the active transaction based on the rules set in the model. The rules specified in the model determine the counterpart entry's account(s), amount(s), label(s), and analytic distribution;" +msgid "Reconciliation models can be either :guilabel:`Manual` or :guilabel:`Automated`. Manual reconciliation models appear as :ref:`possible action buttons ` when :doc:`reconciling `. Automatic reconciliation models apply automatically to transactions that meet the reconciliation model's :ref:`matching conditions `." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:30 -msgid ":guilabel:`Rule to suggest counterpart entry`: used for recurring transactions to match the transaction to a new entry based on conditions that must match the information on the transaction;" +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:31 +msgid "Each reconciliation model is configured with :ref:`matching conditions ` to identify the relevant bank transactions and :ref:`Counterpart Items ` to be generated during reconciliation." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:32 -msgid ":guilabel:`Rule to match invoices/bills`: used for recurring transactions to match the transaction to existing invoices, bills, or payments based on conditions that must match the information on the transaction." +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:36 +msgid "To create an activity on the transaction, select which type of activity to create in the :guilabel:`Next Activity` field." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:37 -msgid "Default reconciliation models" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:39 -msgid "In Odoo, different models are available by default depending on the company's fiscal localization. These can be updated if needed. Users can also create their own reconciliation models by clicking :guilabel:`New`." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:44 -msgid "If a record matches with several reconciliation models, the first one in the *sequence* of models is applied. You can rearrange the order by dragging and dropping the handle next to the name." +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:40 +msgid "If a record matches with several reconciliation models, the first one in the *sequence* of models is applied. Rearrange the order by dragging and dropping the handle next to the name." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:0 msgid "Rearrange the sequence of models in the list view." msgstr "" +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:49 +msgid "Matching conditions" +msgstr "" + #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:51 -msgid "Invoices/Bills perfect match" +msgid "A reconciliation model's matching conditions determine to which transactions it applies." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:53 -msgid "This model should be at the top of the *sequence* of models, as it enables Odoo to suggest matching existing invoices or bills with a bank transaction based on set conditions." +msgid "The following fields can be used to restrict the reconciliation model's availability to transactions that meet the conditions:" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:-1 -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:-1 -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:-1 -msgid "Set rules to trigger the reconciliation." +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:56 +msgid ":guilabel:`Journals`" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:59 -msgid "Odoo automatically reconciles the payment when the :guilabel:`Auto-validate` option is selected, and the model conditions are perfectly met. In this case, it expects to find on the bank statement's line the invoice/payment's reference (as :guilabel:`Label` is selected) and the partner's name (as :guilabel:`Partner is set` is selected) to suggest the correct counterpart entry and reconcile the payment automatically." +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:57 +msgid ":guilabel:`Partners`" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:66 -msgid "Invoices/Bills partial match if underpaid" +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:58 +msgid ":guilabel:`Amount`: Select :guilabel:`Is lower than or equal to`, :guilabel:`Is greater than or equal to`, or :guilabel:`Is between` and enter the amount(s)." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:60 +msgid ":guilabel:`Label`: Select :guilabel:`Contains`, :guilabel:`Not Contains`, or :guilabel:`Match Regex` and enter the transaction label's matching condition." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:64 +msgid "`Regular expressions `_, often abbreviated as **regex**, can be used in Odoo in various ways to search, validate, and manipulate data. Regex can be powerful but also complex, so it's essential to use it judiciously." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:68 -msgid "This model suggests a customer invoice or vendor bill that partially matches the payment when the amount received is slightly lower than the invoice amount, for example in the case of **cash discounts**. The difference is reconciled with the account indicated in the :guilabel:`counterpart entries` tab." +msgid "To use regular expressions in a reconciliation model, set the :guilabel:`Label` to :guilabel:`Match Regex` and add an expression. Odoo automatically retrieves the transactions that match the regex expression and the conditions specified in the reconciliation model." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:73 -msgid "The reconciliation model :guilabel:`Type` is :guilabel:`Rule to match invoices/bills`, and the :guilabel:`Payment tolerance` should be set." +msgid "A transaction must meet all conditions for the reconciliation model to be available for it. If no condition is defined (i.e., if all fields are left blank), the reconciliation model will be available for all transactions." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:80 -msgid "The :guilabel:`Payment tolerance` is only applicable to lower payments. It is disregarded when an overpayment is received." +msgid "Counterpart items" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:84 -msgid ":doc:`../customer_invoices/cash_discounts`" +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:82 +msgid "Each line in the :guilabel:`Counterpart items` tab creates a journal item with the specified details:" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:85 +msgid ":guilabel:`Partner`: Select the partner, if any, to set on the journal item." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:86 +msgid ":guilabel:`Account`: Select the account, if any, to set on the journal item." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:87 -msgid "Line with bank fees" +msgid ":guilabel:`Amount Type`: Select how the amount of the journal item should be calculated:" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:89 -msgid "This model suggests a counterpart entry according to the rules set in the model. In this case, the reconciliation model :guilabel:`Type` is :guilabel:`Rule to suggest counterpart entry`, and the :guilabel:`Label` can be used for example, to identify the information referring to the :guilabel:`Bank fees` in the label of the transaction." +msgid ":guilabel:`Fixed`: Use a fixed amount." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:90 +msgid ":guilabel:`Percentage of balance`: Use a percentage of the remaining balance of the transaction, regardless of the transaction total." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:92 +msgid ":guilabel:`Percentage of statement line`: Use a percentage of the transaction total, regardless of the remaining balance of the transaction." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:94 +msgid ":guilabel:`From label`: Use a percentage from the transaction's label using regex." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:96 +msgid ":guilabel:`Amount`: Enter the amount to be used on the journal item. This field will be either a fixed amount, percentage amount, or regex depending on the :guilabel:`Account Type`." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:98 -msgid "`Regular expressions `_, often abbreviated as **Regex**, can be used in Odoo in various ways to search, validate, and manipulate data within the system. Regex can be powerful but also complex, so it's essential to use it judiciously and with a good understanding of the patterns you're working with." +msgid ":guilabel:`Taxes`: Select a tax, if any, to set on the journal item. This field is hidden behind the :icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon by default." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:103 -msgid "To use regular expressions in your reconciliation models, set the :guilabel:`Transaction Type` to :guilabel:`Match Regex` and add your expression. Odoo automatically retrieves the transactions that match your Regex expression and the conditions specified in your model." +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:100 +msgid ":guilabel:`Analytic`: Select an analytic distribution, if any, to set on the journal item." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:0 -msgid "Using Regex in Odoo" +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:101 +msgid ":guilabel:`Label`: Enter a label, if any, to set on the journal item." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:111 -msgid "Partner mapping" +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:104 +msgid "While neither the :guilabel:`Partner` nor :guilabel:`Account` fields are mandatory, at least one of the two must be set for the reconciliation model to work correctly." msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:113 -msgid "Partner mapping allows you to establish rules for automatically matching transactions to the correct partner account, saving time and reducing the risk of errors that can occur during manual reconciliation. For example, you can create a partner mapping rule for incoming payments with specific reference numbers or keywords in the transaction description. When an incoming payment meets these criteria, Odoo automatically maps it to the corresponding customer's account." +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:106 +msgid "The reconciliation model can be used for :ref:`partner mapping ` if the :guilabel:`Counterpart Items` include a :guilabel:`Partner` but no :guilabel:`Account`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:112 +msgid "Default reconciliation models" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:114 +msgid "In Odoo, different models are available by default depending on the company's :doc:`fiscal localization <../../fiscal_localizations>`. These can be updated if needed. The following reconciliation models exist across most fiscal localizations." msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:119 -msgid "To create a partner mapping rule, go to the :guilabel:`Partner Mapping` tab and enter the :guilabel:`Find Text in Label`, :guilabel:`Find Text in Notes`, and :guilabel:`Partner`." +msgid "Internal Transfers" msgstr "" -#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:-1 -msgid "defining partner mapping" +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:121 +msgid "The :guilabel:`Internal Transfers` reconciliation model is used for making :doc:`internal transfers ` from one bank or cash account to another by moving the entire transaction's balance to a liquidity or internal transfer account. To fully transfer the amount from one account to another, this reconciliation model must be used on both the incoming journal's transaction and the outgoing journal's transaction." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:128 +msgid ":doc:`internal_transfers`" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:131 +msgid "Bank Fees" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:133 +msgid "The :guilabel:`Bank Fees` reconciliation model generates a counterpart item that moves the remaining balance of a transaction to a bank fees account (that varies by :doc:`fiscal localization <../../fiscal_localizations>`) and includes \"Bank Fees\" in the :guilabel:`Label` of the new item that it creates. This reconciliation model is only applicable to transactions whose label contains \"Bank Fees\" due to its :ref:`matching conditions `." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:146 +msgid "Cash Discount" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:148 +msgid "The :guilabel:`Cash Discount` reconciliation model generates a counterpart item that moves the remaining balance of a transaction to a cash discount account (that varies by :doc:`fiscal localization <../../fiscal_localizations>`) and includes \"Cash Discount\" in the :guilabel:`Label` of the new item that it creates." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:154 +msgid ":doc:`../customer_invoices/cash_discounts`" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:159 +msgid "Partner mapping" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:161 +msgid "Partner mapping allows you to establish rules for automatically matching transactions to the correct partner account, saving time and reducing the risk of errors that can occur during manual reconciliation. For example, you can create a partner mapping rule for incoming payments with specific reference numbers or keywords in the transaction description. When an incoming payment meets these criteria, Odoo automatically maps it to the corresponding customer's account." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:167 +msgid "To create a partner mapping rule, configure any :ref:`matching conditions `, such as a specific transaction label, and then configure the :guilabel:`Partner` and any other relevant fields in the :ref:`Counterpart Items ` tab. Setting an :guilabel:`Account` is not mandatory for partner mapping." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:5 @@ -1851,156 +2120,236 @@ msgid ":doc:`Bank synchronization ` automates the process. msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:11 -msgid ":ref:`Import bank transactions ` delivered by your bank;" +msgid ":ref:`Import bank transactions ` delivered by your bank;" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:12 -msgid ":ref:`Register bank transactions ` manually." +msgid ":ref:`Register bank transactions ` manually." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:15 -msgid ":ref:`Grouping transactions by statement ` is optional." +msgid ":ref:`Grouping transactions by statement ` is optional." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:20 -msgid "Import transactions" +msgid "Transaction view" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:22 -msgid "Odoo supports multiple file formats to import transactions:" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/transactions.rst:24 -msgid "SEPA recommended Cash Management format (CAMT.053)" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/transactions.rst:25 -msgid "Comma-separated values (CSV)" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/transactions.rst:26 -msgid "Open Financial Exchange (OFX)" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/transactions.rst:27 -msgid "Quicken Interchange Format (QIF)" -msgstr "" - -#: ../../content/applications/finance/accounting/bank/transactions.rst:28 -msgid "Belgium: Coded Statement of Account (CODA)" +msgid "The list of transactions for the bank journal is displayed in the :guilabel:`Bank Matching` view. To access it, go to the :guilabel:`Accounting Dashboard`, then either:" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:30 -msgid "To import a file, go to the :guilabel:`Accounting Dashboard`, and in the :guilabel:`Bank` journal, click on :guilabel:`Import File`." +msgid "Unreconciled transactions display the following information while collapsed:" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:34 -msgid "Alternatively, you can also:" +#: ../../content/applications/finance/accounting/bank/transactions.rst:32 +msgid "The date of the transaction" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:36 -msgid "click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon on the :guilabel:`Bank` journal and select :guilabel:`Import file`;" +#: ../../content/applications/finance/accounting/bank/transactions.rst:33 +msgid "A button linked to the chatter. The icon of this button can vary:" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:38 -msgid "or access the transaction list by clicking the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon on the :guilabel:`Bank` journal and selecting :guilabel:`Transactions`, then click the :icon:`fa-cog` :guilabel:`(gear)` icon and select :guilabel:`Import records`." +#: ../../content/applications/finance/accounting/bank/transactions.rst:35 +msgid "The :icon:`fa-comments-o` :guilabel:`(comments)` icon displays only on hover and indicates that there are no attachments or activities for the transaction." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:37 +msgid "The :icon:`fa-paperclip` :guilabel:`(attachments)` icon indicates that there is an attachment on the journal entry." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:39 +msgid "The :icon:`fa-clock-o` :guilabel:`(activities)` icon indicates that there is an activity scheduled on the journal entry." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:42 -msgid "Next, select the file and upload it." +msgid "The label of the transaction" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:43 +msgid "The partner of the transaction (if one is set)" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:44 -msgid "After setting the necessary formatting options and mapping the file columns with their related Odoo fields, you can run a :guilabel:`Test` and :guilabel:`Import` your bank transactions." +msgid "Up to two :ref:`action buttons `, depending on the details of the transaction" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:48 -msgid ":doc:`/applications/essentials/export_import_data`" +#: ../../content/applications/finance/accounting/bank/transactions.rst:46 +msgid "The balance of the transaction" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:49 +msgid "When the chatter of a transaction is open, a blue tag highlights the related transaction." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:50 +msgid "The chatter can be opened and closed by clicking the :icon:`fa-comments-o` :guilabel:`(comments)` icon and the :icon:`fa-times` :guilabel:`(close)` icon in the top right of the view." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:53 -msgid "Register bank transactions manually" +msgid "Once a transaction is :doc:`reconciled `, its action buttons are replaced with the labels of the item(s) it was reconciled with or the account if it was reconciled with the :guilabel:`Set Account` action button." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:55 -msgid "You can also record your bank transactions manually. To do so, go to :guilabel:`Accounting Dashboard`, click on the :guilabel:`Bank` journal, and then on :guilabel:`New`. Make sure to fill out the :guilabel:`Partner` and :guilabel:`Label` fields to ease the reconciliation process." +#: ../../content/applications/finance/accounting/bank/transactions.rst:60 +msgid "Duplicate transactions" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:62 -msgid "Statements" +msgid "Duplicate transactions occur when either by human error or :doc:`bank sync ` error, the same transaction is created multiple times. The duplicate transaction view identifies potential duplicate transactions so they can be selected and deleted. To access the duplicate transaction view, first access the :guilabel:`Bank Matching` view by going to the :guilabel:`Accounting Dashboard` and clicking the bank journal's name, then open the :icon:`fa-cog` :guilabel:`Actions` menu and click :guilabel:`Find Duplicate Transactions`." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:64 -msgid "A **bank statement** is a document provided by a bank or financial institution that lists the transactions that have occurred in a particular bank account over a specified period of time." +#: ../../content/applications/finance/accounting/bank/transactions.rst:69 +msgid "Potential duplicate transactions are identified based on their amount, date, and account number, or (if the transaction is created via :doc:`bank sync `) the transaction ID." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:67 -msgid "In Odoo Accounting, it is optional to group transactions by their related statement, but depending on your business flow, you may want to record them for control purposes." -msgstr "" - -#: ../../content/applications/finance/accounting/bank/transactions.rst:71 -msgid "If you want to compare the ending balances of your bank statements with the ending balances of your financial records, *don't forget to create an opening transaction* to record the bank account balance as of the date you begin synchronizing or importing transactions. This is necessary to ensure the accuracy of your accounting." +#: ../../content/applications/finance/accounting/bank/transactions.rst:72 +msgid "Select a :guilabel:`Starting Date` to view the corresponding potential duplicate transactions, then select the transactions to delete and click :icon:`fa-trash` :guilabel:`Delete Selected`." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:76 -msgid "To access a list of existing statements, go to the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon next to the bank or cash journal you want to check, then click :guilabel:`Statements`." +msgid "Any transactions created by :doc:`bank sync ` that the bank sync provider determines to be potential duplicates are displayed in the :guilabel:`Provider Duplicates` tab. This tab is only visible if there are any potential duplicates according to the provider." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:83 -msgid "Statement creation from the kanban view" +msgid "Import transactions" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:85 -msgid "Open the bank reconciliation (kanban) view from the :guilabel:`Accounting Dashboard` by clicking on the name of the bank journal and identify the transaction corresponding to the last (most recent) transaction of your bank statement. Click on the :guilabel:`Statement` button when hovering on the upper separator line to create a statement from that transaction down to the oldest transaction that is not yet part of a statement." +msgid "Odoo supports multiple file formats to import transactions:" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:-1 -msgid "A \"Statement\" button is visible when hovering on the line separating two transactions." +#: ../../content/applications/finance/accounting/bank/transactions.rst:87 +msgid "SEPA recommended Cash Management format (CAMT.053)" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:88 +msgid "Comma-separated values (CSV)" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:89 +msgid "Excel (XLSX)" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:90 +msgid "Open Financial Exchange (OFX)" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:91 +msgid "Quicken Interchange Format (QIF)" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:92 +msgid "Belgium: Coded Statement of Account (CODA)" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:94 -msgid "In the :guilabel:`Create Statement` window, fill out the statement's :guilabel:`Reference`, verify its :guilabel:`Starting Balance` and :guilabel:`Ending Balance`, and click :guilabel:`Save`." +msgid "To import a file, go to the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon on the :guilabel:`Bank` journal, and select :guilabel:`Import file`. Next, select the file and upload it." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:101 +msgid "Alternatively, access the transaction list by:" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:100 -msgid "Statement creation from the list view" +msgid "clicking on the :guilabel:`Bank` journal's name, then clicking :guilabel:`Upload`" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:101 +msgid "dragging and dropping a file on the bank journal on the :guilabel:`Accounting Dashboard`" msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:102 -msgid "Open the list of transactions by clicking on the name of the bank journal and switching to the list view. Select all the transactions corresponding to the bank statement, and, in the :guilabel:`Statement` column, select an existing statement or create a new one by typing its reference, clicking on :guilabel:`Create and edit...`, filling out the statement's details, and saving." +msgid "dragging and dropping a file on the :guilabel:`Bank Matching` view" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:111 -msgid "Statement viewing, editing, and printing" +#: ../../content/applications/finance/accounting/bank/transactions.rst:104 +msgid "Certain file types such as CSV and XLSX, then require setting the necessary formatting options and mapping the file columns with their related Odoo fields, after which you can run a :guilabel:`Test` and :guilabel:`Import` your bank transactions. Other file types are mapped automatically." msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:113 -msgid "To view an existing statement, click on the statement amount in the reconciliation (kanban) view or click on the statement name in the bank transaction list view. From here, you can edit the :guilabel:`Reference`, :guilabel:`Starting Balance`, or :guilabel:`Ending Balance`." +#: ../../content/applications/finance/accounting/bank/transactions.rst:109 +msgid ":doc:`/applications/essentials/export_import_data`" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:118 -msgid "Manually updating the :guilabel:`Starting Balance` automatically updates the :guilabel:`Ending Balance` based on the new value of the :guilabel:`Starting Balance` and the value of the statement's transactions." +#: ../../content/applications/finance/accounting/bank/transactions.rst:114 +msgid "Register bank transactions manually" msgstr "" -#: ../../content/applications/finance/accounting/bank/transactions.rst:123 -msgid "If the :guilabel:`Starting Balance` doesn't equal the previous statement's :guilabel:`Ending Balance`, or if the :guilabel:`Ending Balance` doesn't equal the running balance (:guilabel:`Starting Balance` plus the statement's transactions), a warning appears explaining the issue. To maintain flexibility, it is still possible to save without first resolving the issue." +#: ../../content/applications/finance/accounting/bank/transactions.rst:116 +msgid "You can also record your bank transactions manually. To do so, go to the :guilabel:`Accounting Dashboard`, click the :guilabel:`Bank` journal's name, and then on :guilabel:`New`. The :guilabel:`Partner` field is optional to ease the reconciliation process, but the :guilabel:`Label` and :guilabel:`Date` fields are mandatory." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:124 +msgid "Statements" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:126 +msgid "A **bank statement** is a document provided by a bank or financial institution that lists the transactions that have occurred in a particular bank account over a specified period of time." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:129 -msgid "To attach a digital copy (i.e., JPEG, PNG, or PDF) of the bank statement for enhanced recordkeeping, click the :icon:`fa-paperclip` :guilabel:`Attachments` button and select the file to attach." +msgid "In Odoo Accounting, it is optional to group transactions by their related statement, but depending on your business flow, you may want to record them for record-keeping and organizational purposes." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:132 -msgid "To generate and print a PDF of the bank statement, click the :guilabel:`Print` button (if accessed via the reconciliation view) or click on the :icon:`fa-cog`:guilabel:`(gear)` icon and click :icon:`fa-print`:guilabel:`Statement` (if accessed via the list view)." +msgid "To access a list of existing statements, go to the :guilabel:`Accounting Dashboard`, click the :icon:`fa-ellipsis-v` :guilabel:`(dropdown menu)` icon next to the bank or cash journal you want to check, then click :guilabel:`Statements`." msgstr "" #: ../../content/applications/finance/accounting/bank/transactions.rst:137 -msgid "When a bank statement is generated to be printed, it is automatically added to the :guilabel:`Attachments`." +msgid "To ensure the ending balances of your bank statements in Odoo align with the ending balances of the statements that are provided by your bank, create an opening transaction to record the bank account balance as of the date you begin synchronizing or importing transactions. This is necessary to ensure the accuracy of your accounting." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:143 +msgid "To access a statement's transactions, click :guilabel:`Transactions` directly from the :guilabel:`Bank Statements` list view or open a statement and click the :guilabel:`Statement lines` smart button." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:150 +msgid "Statement creation" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:152 +msgid "The :guilabel:`Bank Matching` view displays transactions from most recent to oldest and groups them by statement, with any recent transactions that do not belong to a statement at the top. To add transactions to a statement, hover on the most recent transaction that should be included in the statement, and click the :guilabel:`Statement` button that appears on the upper separator line. Doing so creates a statement from that transaction down to the oldest transaction that is not yet part of a statement." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:-1 +msgid "A \"Statement\" button is visible when hovering on a transaction." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:162 +msgid "In the :guilabel:`Create Statement` window, fill out the statement's :guilabel:`Reference`, verify its :guilabel:`Starting Balance` and :guilabel:`Ending Balance`, add an attachment such as a PDF of the statement if desired, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:167 +msgid "Transactions can also be added to statements from the list view. Select all the transactions corresponding to the bank statement, and, in the :guilabel:`Statement` column, select an existing statement or create a new one by typing its reference, clicking on :guilabel:`Create and edit...`, filling out the statement's details, and saving." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:175 +msgid "Statement viewing, editing, and printing" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:177 +msgid "To view an existing statement, click the statement amount in the :guilabel:`Bank Matching` view or click the statement name and then the :icon:`fa-arrow-right` :guilabel:`(Internal link)` icon in the :guilabel:`Bank Matching` list view. From here, you can edit the :guilabel:`Reference`, :guilabel:`Starting Balance`, :guilabel:`Ending Balance`, and :guilabel:`Attachments`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:183 +msgid "Manually updating the :guilabel:`Starting Balance` automatically updates the :guilabel:`Ending Balance` based on the new value of the :guilabel:`Starting Balance` and the value of the statement's transactions." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:186 +msgid "If the :guilabel:`Starting Balance` doesn't equal the previous statement's :guilabel:`Ending Balance`, or if the :guilabel:`Ending Balance` doesn't equal the running balance (:guilabel:`Starting Balance` plus the statement's transactions), a warning appears explaining the issue. To maintain flexibility, it is still possible to save without first resolving the issue." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:192 +msgid "To generate and print a PDF of the bank statement, click the :icon:`fa-cog` :guilabel:`(gear)` icon and click :icon:`fa-print` :guilabel:`Statement`." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/transactions.rst:196 +msgid "When a bank statement is generated to be printed, it is automatically added to the :guilabel:`Attachments` if no file was attached when creating the statement." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:494 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:319 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:434 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:296 msgid "Customer invoices" msgstr "" @@ -2075,27 +2424,23 @@ msgid ":doc:`Currency `. If the invoice's currency d msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:50 -#: ../../content/applications/finance/accounting/vendor_bills.rst:90 +#: ../../content/applications/finance/accounting/vendor_bills.rst:93 msgid "In the :guilabel:`Invoice Lines` tab:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:52 -#: ../../content/applications/finance/accounting/vendor_bills.rst:92 msgid ":guilabel:`Product`: Click :guilabel:`Add a line`, then search for and select the product." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:53 -#: ../../content/applications/finance/accounting/vendor_bills.rst:93 msgid ":guilabel:`Quantity`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:54 -#: ../../content/applications/finance/accounting/vendor_bills.rst:94 msgid ":guilabel:`Price`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:55 -#: ../../content/applications/finance/accounting/vendor_bills.rst:95 msgid ":doc:`Taxes ` (if applicable)" msgstr "" @@ -2116,7 +2461,7 @@ msgid "Odoo initially creates invoices in :guilabel:`Draft` status. Draft invoic msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:77 -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:45 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:47 msgid ":doc:`/applications/sales/sales/invoicing/proforma`" msgstr "" @@ -2201,7 +2546,7 @@ msgid "To check all invoices that have not yet been sent, go to :menuselection:` msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:154 -#: ../../content/applications/finance/accounting/vendor_bills.rst:128 +#: ../../content/applications/finance/accounting/vendor_bills.rst:126 msgid "Payment and reconciliation" msgstr "" @@ -2210,13 +2555,13 @@ msgid "In Odoo, an invoice is considered :guilabel:`Paid` when the associated ac msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:160 -#: ../../content/applications/finance/accounting/vendor_bills.rst:147 +#: ../../content/applications/finance/accounting/vendor_bills.rst:145 msgid ":doc:`payments`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:161 #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/vendor_bills.rst:148 +#: ../../content/applications/finance/accounting/vendor_bills.rst:146 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -2542,7 +2887,7 @@ msgid "Several use cases can lead to a credit note, such as:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:10 -msgid "a mistake in the invoice" +msgid "a mistake in the invoice or vendor bill" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:11 @@ -2566,7 +2911,7 @@ msgid "Issue a customer credit note" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:29 -msgid "In most cases, credit notes are created directly from the corresponding invoices. To do so, go to :menuselection:`Accounting --> Customers --> Invoices`, open the relevant :guilabel:`Invoice`, and click :guilabel:`Credit Note`." +msgid "In most cases, credit notes are created directly from the corresponding invoices. To do so, go to :menuselection:`Accounting --> Customers --> Invoices`, open the relevant invoice, and click :guilabel:`Credit Note`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:33 @@ -2594,72 +2939,68 @@ msgid "Issue a customer debit note" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:57 -msgid "To create a debit note, go to :menuselection:`Accounting --> Customers --> Invoices` and follow these steps:" +msgid "In most cases, debit notes are created directly from the corresponding invoices. To do so, go to :menuselection:`Accounting --> Customers --> Invoices`, open the relevant invoice, and click :guilabel:`Debit Note`. Then, follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:60 -msgid "Select the desired invoice(s), click :icon:`fa-cog` :guilabel:`Actions` and select :guilabel:`Create Debit Note`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:62 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:61 msgid "In the :guilabel:`Create Debit Note` window, fill in the :guilabel:`Reason` and update the :guilabel:`Use Specific Journal` and :guilabel:`Debit Note Date` fields if needed." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:64 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:63 msgid "Enable the :guilabel:`Copy Lines` option to copy the invoice lines and click :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:66 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:65 msgid "In the debit note, update the :guilabel:`Product` and :guilabel:`Quantity` and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:70 -msgid "To create a debit note from the invoice form view, click the :icon:`fa-cog` :guilabel:`(gear)` icon and select :guilabel:`Debit Note`." +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:69 +msgid "To create a debit note from the invoice list view, select the desired invoice(s), click :icon:`fa-cog` :guilabel:`Actions`, and select :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:76 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:75 msgid "Record a vendor refund" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:78 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:77 msgid "Vendor refunds or vendor credit notes are recorded the same way as :ref:`credit notes `:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:81 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:80 msgid "To record a vendor refund or a vendor credit note directly from the corresponding vendor bill, go to :menuselection:`Accounting --> Vendors --> Bills`, open the relevant vendor bill, and click :guilabel:`Credit Note`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:85 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:84 msgid "To record it from scratch, go to :menuselection:`Accounting --> Vendors --> Refund`, and click on :guilabel:`New`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:91 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:90 msgid "Record a vendor debit note" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:93 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:92 msgid "Debit notes from vendors are recorded the same way :ref:`debit notes are issued to customers `." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:96 -msgid "To record a debit note, go to :menuselection:`Accounting --> Vendors --> Bills` and select the desired bill(s). Click :icon:`fa-cog` :guilabel:`Actions` and select :guilabel:`Create Debit Note`." +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:95 +msgid "To record a debit note, go to :menuselection:`Accounting --> Vendors --> Bills` open the relevant vendor bill, and click :guilabel:`Debit Note`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:100 -msgid "To create a debit note from the vendor bill form view, click the :icon:`fa-cog` :guilabel:`(gear)` icon and select :guilabel:`Debit Note`." +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:99 +msgid "To create a debit note from the vendor bill list view, select the desired vendor bill(s), click :icon:`fa-cog` :guilabel:`Actions` and select :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:106 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:105 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:156 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:135 msgid "Journal entries" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:108 -msgid "Creating a credit/debit note from an invoice/bill generates a **reverse entry** that cancels out the journal items from the original invoice." +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:107 +msgid "Creating a credit/debit note from an invoice/bill generates a **reverse entry** that cancels out the journal items from the original invoice/bill." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:112 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:111 msgid "The journal entry of an invoice:" msgstr "" @@ -2667,7 +3008,7 @@ msgstr "" msgid "Invoice journal entry" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:117 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:116 msgid "The credit note's journal entry generated to reverse the original invoice above:" msgstr "" @@ -3036,192 +3377,56 @@ msgid "Electronic invoicing (:abbr:`EDI (electronic data interchange)`)" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:5 -msgid "EDI, or electronic data interchange, is the inter-company communication of business documents, such as purchase orders and invoices, in a standard format. Sending documents according to an EDI standard ensures that the machine receiving the message can interpret the information correctly. Various EDI file formats exist and are available depending on your company's country." +msgid "EDI, or electronic data interchange, is the inter-company communication of business documents, such as purchase orders and invoices, in a standard format. Sending documents according to an EDI standard ensures that the system receiving the message can interpret the information correctly. Various EDI file formats are available depending on your company's country." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:10 -msgid "EDI feature enables automating the administration between companies and might also be required by some governments for fiscal control or to facilitate the administration." +msgid "The EDI feature allows companies to automate administrative processes. It may also be required by some governments for fiscal control or to support administrative procedures. Electronic sending of documents such as customer invoices, credit notes, or vendor bills is one application of EDI." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:13 -msgid "Electronic invoicing of your documents such as customer invoices, credit notes or vendor bills is one of the application of EDI." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:16 -msgid "Odoo supports e-invoicing in many countries. Refer to the country's page for more details:" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:14 +msgid "Odoo supports e-invoicing in many countries. Refer to the :ref:`country's page ` for more details." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:18 -msgid ":doc:`Argentina `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:19 -msgid ":doc:`Austria `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:20 -msgid ":doc:`Belgium `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:21 -msgid ":doc:`Brazil `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:22 -msgid ":doc:`Chile `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:23 -msgid ":doc:`Colombia `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:24 -msgid ":doc:`Croatia `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:25 -msgid ":doc:`Ecuador `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:26 -msgid ":doc:`Estonia `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:27 -msgid ":doc:`Finland `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:28 -msgid ":doc:`Guatemala `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:29 -msgid ":doc:`Hungary `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:30 -msgid ":doc:`Ireland `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:31 -msgid ":doc:`Italy `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:32 -msgid ":doc:`Latvia `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:33 -msgid ":doc:`Lithuania `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:34 -msgid ":doc:`Luxembourg `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:35 -msgid ":doc:`Mexico `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:36 -msgid ":doc:`Netherlands `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:37 -msgid ":doc:`Norway `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:38 -msgid ":doc:`Peru `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:39 -msgid ":doc:`Romania `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:40 -msgid ":doc:`Spain `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:41 -msgid ":doc:`Spain - Basque Country `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:42 -msgid ":doc:`Uruguay `" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:45 msgid ":doc:`Fiscal localizations documentation <../../fiscal_localizations>`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:46 -msgid "`Magic Sheet - E-invoicing in Odoo [PDF] `_" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:25 +msgid "By default, the format available in the :ref:`send window ` depends on the customer's country." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:54 -msgid "By default, the format available in the :ref:`send window ` depends on your customer's country." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:28 +msgid "To define a specific e-invoicing format for a customer, go to :menuselection:`Accounting --> Customers --> Customers`, access the customer form, go to the :guilabel:`Accounting` tab, and select the appropriate :guilabel:`Format` in the :guilabel:`Customer invoices` section." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:57 -msgid "You can define a specific e-invoicing format for each customer. To do so, go to :menuselection:`Accounting --> Customers --> Customers`, open the customer form, go to the :guilabel:`Accounting` tab and select the appropriate format." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:35 +msgid "E-invoice generation" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "Select an EDI format for a specific customer" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:37 +msgid "From a confirmed invoice, click :guilabel:`Send`. In the :guilabel:`Print & Send` window, enable the relevant e-invoicing format option (e.g., :guilabel:`by Peppol`), then click :guilabel:`Send` to generate and attach the corresponding e-invoicing XML file." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:65 -msgid "National electronic invoicing" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:67 -msgid "Depending on your company's country (e.g., :doc:`Italy <../../fiscal_localizations/italy>`, :doc:`Spain <../../fiscal_localizations/spain>`, :doc:`Mexico <../../fiscal_localizations/mexico>`, etc.), you may be required to issue e-invoicing documents in a specific format for all your invoices. In this case, you can define a default e-invoicing format for your sales journal." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:73 -msgid "To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, open your sales journal, go to the :guilabel:`Advanced Settings` tab, and enable the formats you need for this journal." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:79 -msgid "E-invoices generation" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:81 -msgid "From a confirmed invoice, click :guilabel:`Send & Print` to open the send window. Check the e-invoicing option to generate and attach the e-invoice file." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "The Peppol option is checked and an e-invoicing XML file is attached to the email." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:90 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:44 #: ../../content/applications/finance/fiscal_localizations/australia.rst:373 msgid "Peppol" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:92 -msgid "The `Peppol `_ network ensures the exchange of documents and information between enterprises and governmental authorities. It is primarily used for electronic invoicing, and its access points (connectors to the Peppol network) allow enterprises to exchange electronic documents." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:46 +msgid "The `Peppol `_ network ensures the exchange of documents and information between companies and governmental authorities. It is primarily used for electronic invoicing, and its access points (connectors to the Peppol network) allow companies to send electronic documents such as customer invoices and credit notes and receive documents like vendor bills and refunds." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 -msgid "Odoo is an **access point** and an :abbr:`SMP (Service Metadata Publisher)`, enabling electronic invoicing transactions without the need to send invoices and bills by email or post." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:51 +msgid "In this case, Odoo acts as both an **access point** and an :abbr:`SMP (Service Metadata Publisher)` and enables electronic invoicing transactions without the need to send invoices or bills by email or post." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:100 -msgid "If not done yet, :ref:`install ` the :guilabel:`Peppol` module (`account_peppol`)." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:56 +msgid "Peppol registration is **free** and available in Odoo Community." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:103 -msgid "Peppol registration is **free** and available in Odoo Community" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:104 -msgid "You can send **Customer Invoices** and **Credit Notes** and receive **Vendor Bills** and **Refunds** via Peppol." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:106 -msgid "You can send and receive in one of the following supported document formats: **BIS Billing 3.0, XRechnung CIUS, NLCIUS**." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:57 +msgid "Supported formats for sending documents include **BIS Billing 3.0, XRechnung CIUS, and NLCIUS**." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 @@ -3229,223 +3434,322 @@ msgid "The following **countries** are eligible for **Peppol registration in Odo msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 -msgid "Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican City State)" +msgid "Andorra, Albania, Austria, Bosnia and Herzegovina, Belgium, Bulgaria, Switzerland, Cyprus, Czech Republic, Germany, Denmark, Estonia, Spain, Finland, France, United Kingdom, Greece, Croatia, Hungary, Ireland, Iceland, Italy, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Montenegro, North Macedonia, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Sweden, Slovenia, Slovakia, San Marino, Turkey, Holy See (Vatican City State)." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:118 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:69 msgid "Registration" msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:71 +msgid "To register on Peppol, go to :menuselection:`Accounting --> Configuration --> Settings` and scroll to the :guilabel:`PEPPOL Electronic Invoicing` section. Then, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:74 +msgid "Click :guilabel:`Activate Electronic Invoicing` and fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:76 +msgid "Using the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon, make sure the relevant country-specific Peppol endpoint identifier is selected in the dropdown list, then enter your Peppol endpoint (usually a Company Registry or VAT number)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:79 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:89 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:151 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 +#: ../../content/applications/finance/fiscal_localizations/chile.rst:1100 +msgid ":guilabel:`Email`" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:80 +msgid ":guilabel:`Phone`, including the country code (e.g., `+32` in Belgium)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:82 +msgid "Click :guilabel:`Activate Peppol`. The registration is then pending activation and should be automatically activated within a day." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:86 +msgid "`Peppol endpoint - OpenPeppol eDEC Code Lists `_ (open the \"Participant Identifier Schemes\" as HTML page)" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:89 +msgid "Define where documents should be received:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:91 +msgid ":guilabel:`Receive in Journal`: If necessary, select another purchase journal in the :guilabel:`Incoming Invoices Journal` field." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:93 +msgid ":doc:`Receive in Documents <../../../productivity/documents>`: Select a folder in the :guilabel:`Document Workspace` field if multiple purchase journals are used." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:210 +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:135 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:130 +msgid "Click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 +msgid "All invoices and vendor bills can then be sent/received directly using Peppol." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:101 +msgid "To update the :guilabel:`Primary contact email`, click :icon:`oi-arrow-right` :guilabel:`Advanced Configuration`, modify it, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:103 +msgid "If you are using an access point from a previous provider, make sure to deregister from it first, then register with your new access point, unless it's Hermes (BOSA). If using Hermes (BOSA), no action is needed; the migration is handled automatically." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:108 +msgid "To manually trigger the scheduled action used to check the Peppol registration status, enable :ref:`developer mode `, open the Settings app, go to :menuselection:`Settings --> Technical --> Scheduled actions`, and search for :guilabel:`Peppol: update participant status`. Open the scheduled action, then click :guilabel:`Run Manually`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:112 +msgid "To try Peppol without sending real data, enable demo mode by selecting :guilabel:`Odoo Demo ID` as the Peppol endpoint identifier. To switch back to production mode, :ref:`deregister from the demo mode ` and :ref:`register ` in production." +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:120 -msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do not have the Peppol module installed, first tick the :guilabel:`Enable PEPPOL` checkbox and then **manually save**. Click :guilabel:`Start sending via Peppol` to open the registration form." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 -msgid "This registration form also pops up if you choose to :guilabel:`Send & Print` an invoice via Peppol without completing the registration process." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "Peppol registration button" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:131 -msgid "You can register either as a sender or a receiver. A sender can only send invoices and credit notes on Odoo via Peppol, without ever registering as a Peppol participant on Odoo SMP. If you have an existing Peppol registration elsewhere that you want to keep, but want to send invoices from your Odoo database and receive other documents in another software, register as a **sender**." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:137 -msgid "You can always register as a sender first and register to receive documents later." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:138 -msgid "When registering, you can specify if you would also like to receive documents." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "Peppol registration form" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:143 -msgid "Fill in the following information:" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:145 -msgid "Check the receiver box if you want to register on Odoo SMP. If you are migrating from another service provider, insert the :guilabel:`Migration key` from the previous provider (the field becomes visible after you tick the checkbox)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 -msgid ":guilabel:`E-Address Scheme`: the Peppol Electronic Address Scheme usually depends on your company's country. Odoo often prefills this with the most commonly used EAS code in your country. For example, the preferred EAS code for most companies in Belgium is `0208`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:151 -msgid ":guilabel:`Endpoint`: this is usually a Company Registry number or a VAT number." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:152 -msgid ":guilabel:`Phone`: phone number including the country code (e.g., `+32` in Belgium)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:153 -msgid ":guilabel:`Email`: this is the email Odoo can use to contact you regarding your Peppol registration." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:156 -msgid "If you want to explore or demo Peppol, you can choose to register in :guilabel:`Demo` mode. Otherwise, select :guilabel:`Live`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:160 -msgid "Selecting :guilabel:`Demo` simulates everything in Odoo. There is no sending, receiving, or partner verification." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:162 -msgid "For **advanced users only**, it is possible to run tests on Peppol's test network. The server allows to register on Peppol and send/receive test invoices to/from other participants. To do so, enable the :ref:`developer-mode`, open the **Settings** app, go to :menuselection:`Technical --> System Parameters`, and search for `account_peppol.edi.mode`. Click the parameter and change the :guilabel:`Value` to `test`. Go back to the Peppol setup menu in the **Settings** app. The option :guilabel:`Test` is now available." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:0 -msgid "Peppol test mode parameter" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:173 -msgid "`Peppol EAS - European Commision `_" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:174 -msgid "`Peppol Endpoint - OpenPeppol eDEC Code Lists `_ (open the \"Participant Identifier Schemes\" as HTML page)" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:177 -msgid "When set up, request a verification code to be sent to you by clicking :guilabel:`Send a registration code by SMS`. A text message containing a code is sent to the phone number provided to finalize the verification process." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "phone validation" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:184 -msgid "Once you enter the code and click :guilabel:`Register`, your Peppol participant status is updated. If you chose to only send documents, then the status changes to :guilabel:`Can send but not receive`. If you opted to receive documents as well, the status changes to :guilabel:`Can send, pending registration to receive`. In that case, it should be automatically activated within a day." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:190 -msgid "Then, set the default journal for receiving vendor bills in the :guilabel:`Incoming Invoices Journal`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:194 -msgid "To manually trigger the cron that checks the registration status, enable the :ref:`developer-mode`, then go to :menuselection:`Settings --> Technical --> Scheduled Actions`, and search for the :guilabel:`PEPPOL: update participant status` action." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:198 -msgid "Your receiver application status should be updated soon after you are registered on the Peppol network." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "receiver application" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:204 -msgid "All invoices and vendor bills can now be sent directly using the Peppol network." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:207 -msgid "To update the email that Odoo can use to contact you, modify the email and click :guilabel:`Update contact details`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:211 -msgid "Configure Peppol services" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:213 -msgid "Once you are registered on Odoo SMP, the :guilabel:`Configure Peppol Services` button becomes visible to allow you to enable or disable document formats that other participants can send you via Peppol. By default, all document formats supported by Odoo are enabled (depending on the installed modules)." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:219 msgid "Contact verification" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:221 -msgid "Before sending an invoice to a contact using the Peppol network, it is necessary to verify that they are also registered as a Peppol participant." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:122 +msgid "Before sending an invoice to a contact using Peppol, make sure the contact is registered as a Peppol participant. To do so, follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:224 -msgid "To do so, go to :menuselection:`Accounting --> Customers --> Customers` and open the customer's form. Then go to :menuselection:`Accounting tab --> Electronic Invoicing`, select the correct format, and make sure their :guilabel:`Peppol EAS code` and the :guilabel:`Endpoint` are filled in. Then, click :guilabel:`Verify`. If the contact exists on the network, their Peppol endpoint validity is set to Valid." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:125 +msgid "Go to :menuselection:`Accounting --> Customers --> Customers` and access the customer's form." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:126 +msgid "In the :guilabel:`Accounting tab`, check the following information in the :guilabel:`Customer invoices` section:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:129 +msgid ":guilabel:`eInvoice format`: Select the relevant format." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:130 +msgid "Using the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon, make sure the relevant country-specific Peppol endpoint identifier is selected in the dropdown list, then enter the customer's endpoint identifier, usually a Company Registry or VAT number." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:134 +msgid "To verify the contact, enable :ref:`developer mode ` and click :guilabel:`Verify`. Its :guilabel:`Peppol endpoint verification` is marked as :guilabel:`Valid` if the contact is found on the Peppol network." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 msgid "verify contact registration" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:234 -msgid "While Odoo prefills both the EAS code and the Endpoint number based on the information available for a contact, it is better to confirm these details directly with the contact." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:142 +msgid "While Odoo prefills the endpoint number based on the information available for a contact, verifying these details with the contact is recommended." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:237 -msgid "It is possible to verify the Peppol participant status of several customers at once. To do so, go to :menuselection:`Accounting --> Customers --> Customers` and switch to the list view. Select the customers you want to verify and then click :menuselection:`Actions --> Verify Peppol`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:241 -msgid "If the participant is registered on the Peppol network but cannot receive the format you selected for them, the :guilabel:`Peppol endpoint validity` label changes to :guilabel:`Cannot receive this format`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "verify contact ubl format" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:249 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:148 msgid "Send invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 -msgid "Once ready to send an invoice via the Peppol network, simply click :guilabel:`Send & Print` on the invoice form. To queue multiple invoices, select them in the list view and click :menuselection:`Actions --> Send & Print`; they will be sent in a batch later on. Both :guilabel:`BIS Billing 3.0` and :guilabel:`Send via PEPPOL` checkboxes need to be ticked." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:150 +msgid "All posted invoices that are ready to be sent via Peppol can be viewed in the :guilabel:`Invoices` list view in the following ways:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "Send peppol invoice" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:153 +msgid "Use the :icon:`oi-settings-adjust` (:guilabel:`adjust settings`) button to add the :guilabel:`Peppol status` column." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:259 -msgid "Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol Ready`. To display them, use the :guilabel:`Peppol Ready` filter or access the Accounting dashboard and click :guilabel:`Peppol ready invoices` on the corresponding sales journal." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:155 +msgid "Apply the :guilabel:`Peppol Ready` filter in the search bar." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "Filter Peppol ready invoices" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:157 +msgid "To send the invoice to the customer via Peppol, click :guilabel:`Send` on the confirmed invoice form. In the :guilabel:`Send` window, enable the :guilabel:`by Peppol` option and click :guilabel:`Send`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:266 -msgid "Once the invoices are sent via Peppol, the status is changed to :guilabel:`Processing`. The status is changed to `Done` after they have been successfully delivered to the contact's Access Point." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:162 +msgid ":ref:`Multiple invoices ` can also be sent in batches via Peppol." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "Peppol message status" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:164 +msgid "Set the preferred :ref:`Invoice sending ` method for a customer to :guilabel:`by Peppol` in the :guilabel:`Customer Invoices` section of the customer form's :guilabel:`Accounting` tab." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:274 -msgid "By default, the Peppol status column is hidden on the Invoices list view. You can choose to have it displayed by selecting it from the optional columns, accessible from the top right corner of the Invoices list view." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:168 +msgid "The status is updated to :guilabel:`Done` once the invoices have been successfully delivered to the contact's access point." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:278 -msgid "A cron runs regularly to check the status of these invoices. It is possible to check the status before the cron runs by clicking :guilabel:`Fetch Peppol invoice status` in the corresponding sales journal on the Accounting dashboard." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "Fetch invoice Peppol status" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:286 +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:174 msgid "Receive vendor bills" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:288 -msgid "Once a day, a cron checks whether any new documents have been sent to you via the Peppol network. These documents are imported, and the corresponding vendor bills are created automatically as drafts." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:176 +msgid "New documents received via Peppol are checked multiple times a day. Depending on the :ref:`registration settings `, received documents are automatically:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "peppol receive bills" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:180 +msgid "either imported into the purchase journal set in the :guilabel:`PEPPOL Electronic Invoicing` section, and corresponding vendor bills are created as drafts;" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:295 -msgid "If you want to retrieve incoming Peppol documents before the cron runs, you can do so from the Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click :guilabel:`Fetch from Peppol`." +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:182 +msgid "or received via the :ref:`Documents app `." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:-1 -msgid "Fetch bills from Peppol" +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:186 +msgid "To manually trigger the scheduled action used to retrieve incoming Peppol documents, enable :ref:`developer mode `, open the Settings app, go to :menuselection:`Settings --> Technical --> Scheduled actions`, and search for :guilabel:`Peppol: retrieve new documents`. Open the scheduled action, then click :guilabel:`Run Manually`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:194 +msgid "Vendor bills reception in Documents" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:197 +msgid "Make sure the :guilabel:`Documents - Import from Peppol` (`documents_account_peppol`) module is :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:200 +msgid "To receive vendor bills via the :doc:`Documents app <../../../productivity/documents>`, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:203 +msgid "In the Documents app, create a specific :ref:`folder ` or enable :ref:`file centralization ` for :guilabel:`Accounting` documents." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:205 +msgid "Open the Accounting app, go to :menuselection:`Accounting --> Configuration --> Settings`, and scroll to the :guilabel:`PEPPOL Electronic Invoicing` section." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:207 +msgid "In the :guilabel:`Document Workspace` field, choose the relevant folder." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:208 +msgid "Use the :guilabel:`Document Tags` field to add tags to incoming Peppol documents for easy identification." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:212 +msgid "Then, open the Document app, navigate to the appropriate folder, select the relevant vendor bills, and click :guilabel:`Create Vendor Bill`. The corresponding vendor bill is then created." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:218 +msgid "Peppol deregistration from Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:220 +msgid "Only one Peppol receiver registration can be active for each Peppol endpoint identifier at a time. To stop using Odoo as the Peppol access point, e.g., to switch to another provider or reconfigure the registration for a new database, you must first deregister from Peppol. To do so, go to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the :guilabel:`PEPPOL Electronic Invoicing` section, and click :icon:`oi-arrow-right` :guilabel:`Advanced Configuration`. Then click :guilabel:`Remove from Peppol` and confirm." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:227 +msgid "Once removed, the Peppol registration is deleted from the database, and documents can no longer be sent or received via Peppol in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:233 +msgid "Country-specific e-invoicing details" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:235 +msgid "Refer to the following pages for detailed, country-specific information:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:237 +msgid ":doc:`Argentina `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:238 +msgid ":doc:`Austria `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:239 +msgid ":doc:`Belgium `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:240 +msgid ":doc:`Brazil `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:241 +msgid ":doc:`Chile `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:242 +msgid ":doc:`Colombia `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:243 +msgid ":doc:`Croatia `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:244 +msgid ":doc:`Ecuador `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:245 +msgid ":doc:`Estonia `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:246 +msgid ":doc:`Finland `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:247 +msgid ":doc:`Guatemala `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:248 +msgid ":doc:`Hungary `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:249 +msgid ":doc:`Ireland `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:250 +msgid ":doc:`Italy `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:251 +msgid ":doc:`Latvia `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:252 +msgid ":doc:`Lithuania `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:253 +msgid ":doc:`Luxembourg `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:254 +msgid ":doc:`Mexico `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:255 +msgid ":doc:`Netherlands `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:256 +msgid ":doc:`Norway `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:257 +msgid ":doc:`Peru `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:258 +msgid ":doc:`Romania `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:259 +msgid ":doc:`Spain `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:260 +msgid ":doc:`Spain - Basque Country `" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:261 +msgid ":doc:`Uruguay `" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/argentina.rst:5 @@ -3992,7 +4296,7 @@ msgid "Odoo invoicing module makes it easy for businesses to adhere to Finland's msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:30 -msgid "**Supported formats**: Odoo supports the e-invoicing formats widely used in Finland, including TEAPPSXML, Finvoice, and the standardized XML in :abbr:`UBL (Universal Business Language)` format required for Peppol compliance. This ensures compatibility with Finnish platforms such as Handi for public sector invoicing and eKuitti for enhanced receipt management and e-invoicing." +msgid "**Supported formats**: Odoo supports the standardized XML in :abbr:`UBL (Universal Business Language)` format required for Peppol compliance. This ensures compatibility with regulations for sending invoices to the Finnish government, as well as sending invoices to customers and receiving invoices from vendors." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing/finland.rst:34 @@ -4852,6 +5156,7 @@ msgid "Depending on your business, you may opt for one of the following way to c msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:16 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1475 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:86 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:94 #: ../../content/applications/finance/fiscal_localizations/switzerland.rst:130 @@ -4861,211 +5166,199 @@ msgstr "" msgid "Sales" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:19 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:21 msgid "Sales Order ‣ Invoice" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:21 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:23 msgid "In most companies, salespeople create quotations that become sales order once they are validated. Then, draft invoices are created based on the sales order. You have different options like:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:25 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:27 msgid "Invoice manually: use a button on the sale order to trigger the draft invoice" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:28 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:30 msgid "Invoice before delivery: invoice the full order before triggering the delivery order" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:31 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:33 msgid "Invoice based on delivery order: see next section" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:33 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:35 msgid "Invoice before delivery is usually used by the eCommerce application when the customer pays at the order and we deliver afterwards. (pre-paid)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:37 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:39 msgid "For most other use cases, it's recommended to invoice manually. It allows the salesperson to trigger the invoice on demand with options: invoice the whole order, invoice a percentage (advance), invoice some lines, invoice a fixed advance." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:42 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:44 msgid "This process is good for both services and physical products." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:48 -msgid "Sales Order ‣ Delivery Order ‣ Invoice" -msgstr "" - #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:50 -msgid "Retailers and eCommerce usually invoice based on delivery orders, instead of sales order. This approach is suitable for businesses where the quantities you deliver may differs from the ordered quantities: foods (invoice based on actual Kg)." +msgid "Invoices can also be generated from sales orders created in the :doc:`Repairs app ` for invoicing after-sales services." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/overview.rst:55 +msgid "Sales Order ‣ Delivery Order ‣ Invoice" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:57 +msgid "Retailers and eCommerce usually invoice based on delivery orders, instead of sales order. This approach is suitable for businesses where the quantities you deliver may differs from the ordered quantities: foods (invoice based on actual Kg)." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:62 msgid "This way, if you deliver a partial order, you only invoice for what you really delivered. If you do back orders (deliver partially and the rest later), the customer will receive two invoices, one for each delivery order." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:61 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:68 msgid ":doc:`/applications/sales/sales/invoicing/invoicing_policy`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:64 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:71 msgid "eCommerce Order ‣ Invoice" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:66 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:73 msgid "An eCommerce order will also trigger the creation of the order when it is fully paid. If you allow paying orders by check or wire transfer, Odoo only creates an order and the invoice will be triggered once the payment is received." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:72 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:79 msgid "Contracts" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:75 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:82 msgid "Regular Contracts ‣ Invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:77 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:84 msgid "If you use contracts, you can trigger invoice based on time and material spent, expenses or fixed lines of services/products. Every month, the salesperson will trigger invoice based on activities on the contract." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:81 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:88 msgid "Activities can be:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:83 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:90 msgid "fixed products/services, coming from a sale order linked to this contract" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:84 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:91 msgid "materials purchased (that you will re-invoice)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:85 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:92 msgid "time and material based on timesheets or purchases (subcontracting)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:86 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:93 msgid "expenses like travel and accommodation that you re-invoice to the customer" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:88 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:95 msgid "You can invoice at the end of the contract or trigger intermediate invoices. This approach is used by services companies that invoice mostly based on time and material. For services companies that invoice on fix price, they use a regular sales order." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:94 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:101 msgid ":doc:`/applications/sales/sales/invoicing/time_materials`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:95 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:102 msgid ":doc:`/applications/sales/sales/invoicing/expense`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:96 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:103 msgid ":doc:`/applications/sales/sales/invoicing/milestone`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:99 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:106 msgid "Recurring Contracts ‣ Invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:101 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:108 msgid "For subscriptions, an invoice is triggered periodically, automatically. The frequency of the invoicing and the services/products invoiced are defined on the contract." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:106 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:113 msgid ":doc:`/applications/sales/subscriptions`" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:109 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:116 msgid "Others" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:112 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:119 msgid "Creating an invoice manually" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:114 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:121 msgid "Users can also create invoices manually without using contracts or a sales order. It's a recommended approach if you do not need to manage the sales process (quotations), or the delivery of the products or services." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:119 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:126 msgid "Even if you generate the invoice from a sales order, you may need to create invoices manually in exceptional use cases:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:122 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:129 msgid "if you need to create a refund" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:124 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:131 msgid "If you need to give a discount" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:126 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:133 msgid "if you need to change an invoice created from a sales order" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:128 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:135 msgid "if you need to invoice something not related to your core business" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:131 -msgid "Specific modules" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:133 -msgid "Some specific modules are also able to generate draft invoices:" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:135 -msgid "**membership**: invoice your members every year" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:137 -msgid "**repairs**: invoice your after-sale services" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:140 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:138 msgid "Resequencing of the invoices" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:142 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:140 msgid "It remains possible to resequence the invoices but with some restrictions:" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:144 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:142 msgid "The feature does not work when entries are previous to a lock date." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:145 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:143 msgid "The feature does not work if the sequence is inconsistent with the month of the entry." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:146 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:144 msgid "It does not work if the sequence leads to a duplicate." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:147 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:145 msgid "The order of the invoice remains unchanged." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:148 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:146 msgid "It is useful for people who use a numbering from another software and who want to continue the current year without starting over from the beginning." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:152 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:150 msgid "Invoice digitization with optical character recognition (OCR)" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:154 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:152 msgid "**Invoice digitization** is the process of automatically encoding traditional paper invoices into invoices forms in your accounting." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:157 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:155 msgid "Odoo uses OCR and artificial intelligence technologies to recognize the content of the documents. Vendor bills and customer invoices forms are automatically created and populated based on scanned invoices." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:162 +#: ../../content/applications/finance/accounting/customer_invoices/overview.rst:160 msgid ":doc:`/applications/finance/accounting/vendor_bills/invoice_digitization`" msgstr "" @@ -5311,6 +5604,11 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:224 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:234 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:250 +#: ../../content/applications/finance/esg.rst:210 +#: ../../content/applications/finance/esg.rst:224 +#: ../../content/applications/finance/esg.rst:236 +#: ../../content/applications/finance/esg.rst:255 +#: ../../content/applications/finance/esg.rst:267 msgid "Account" msgstr "" @@ -5554,7 +5852,7 @@ msgid "Pingen (Odoo Snailmail service provider) scans the area to process the ad msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:45 -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:85 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:199 msgid "Pricing" msgstr "" @@ -5726,7 +6024,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:131 #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:200 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:60 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:189 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:208 #: ../../content/applications/finance/fiscal_localizations/peru.rst:128 #: ../../content/applications/finance/fiscal_localizations/peru.rst:300 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:121 @@ -6023,7 +6321,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 #: ../../content/applications/finance/fiscal_localizations/france.rst:391 #: ../../content/applications/finance/fiscal_localizations/france.rst:391 -#: ../../content/applications/finance/fiscal_localizations/india.rst:206 +#: ../../content/applications/finance/fiscal_localizations/india.rst:209 msgid "0" msgstr "" @@ -6112,8 +6410,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:201 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 -#: ../../content/applications/finance/fiscal_localizations/india.rst:192 -#: ../../content/applications/finance/fiscal_localizations/india.rst:206 +#: ../../content/applications/finance/fiscal_localizations/india.rst:195 +#: ../../content/applications/finance/fiscal_localizations/india.rst:209 msgid "2" msgstr "" @@ -6262,9 +6560,9 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:291 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 #: ../../content/applications/finance/fiscal_localizations/france.rst:393 -#: ../../content/applications/finance/fiscal_localizations/india.rst:190 -#: ../../content/applications/finance/fiscal_localizations/india.rst:194 -#: ../../content/applications/finance/fiscal_localizations/india.rst:204 +#: ../../content/applications/finance/fiscal_localizations/india.rst:193 +#: ../../content/applications/finance/fiscal_localizations/india.rst:197 +#: ../../content/applications/finance/fiscal_localizations/india.rst:207 msgid "1" msgstr "" @@ -6604,7 +6902,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:283 #: ../../content/applications/finance/fiscal_localizations/germany.rst:9 #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:173 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:988 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 #: ../../content/applications/finance/fiscal_localizations/romania.rst:69 #: ../../content/applications/finance/fiscal_localizations/spain.rst:30 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:42 @@ -7128,7 +7426,7 @@ msgid "Accounts Receivable" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:172 -#: ../../content/applications/finance/fiscal_localizations/india.rst:709 +#: ../../content/applications/finance/fiscal_localizations/india.rst:683 msgid "Invoice 1" msgstr "" @@ -7140,7 +7438,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:252 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:254 #: ../../content/applications/finance/accounting/taxes.rst:112 -#: ../../content/applications/finance/fiscal_localizations/india.rst:204 +#: ../../content/applications/finance/fiscal_localizations/india.rst:207 msgid "100" msgstr "" @@ -7153,7 +7451,7 @@ msgid "70" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:176 -#: ../../content/applications/finance/fiscal_localizations/india.rst:714 +#: ../../content/applications/finance/fiscal_localizations/india.rst:688 msgid "Invoice 2" msgstr "" @@ -7175,7 +7473,7 @@ msgid "Payment 2" msgstr "" #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:182 -#: ../../content/applications/finance/fiscal_localizations/india.rst:719 +#: ../../content/applications/finance/fiscal_localizations/india.rst:693 msgid "Invoice 3" msgstr "" @@ -7278,7 +7576,7 @@ msgid "It helps create a clear, comprehensive view of the group's financial perf msgstr "" #: ../../content/applications/finance/accounting/get_started/consolidation.rst:12 -msgid "Consolidating companies involves **legally separate entities**, whereas :ref:`branches ` are **subdivisions** of a single legal entity which often share the head office's resources (journals, taxes, accounts, fiscal positions) and are not consolidated in the same way." +msgid "Consolidating companies involves **legally separate entities**, whereas :ref:`branches ` are **subdivisions** of a single legal entity which often share the head office's resources (journals, taxes, accounts, fiscal positions) and are not consolidated in the same way." msgstr "" #: ../../content/applications/finance/accounting/get_started/consolidation.rst:20 @@ -7593,7 +7891,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:260 #: ../../content/applications/finance/fiscal_localizations/chile.rst:282 #: ../../content/applications/finance/fiscal_localizations/france.rst:344 -#: ../../content/applications/finance/fiscal_localizations/india.rst:105 #: ../../content/applications/finance/fiscal_localizations/peru.rst:349 msgid "Journals" msgstr "" @@ -7733,6 +8030,7 @@ msgid "tax unit tax report" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:5 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:531 msgid "Payments" msgstr "" @@ -8023,10 +8321,6 @@ msgstr "" msgid ":guilabel:`Clear Accounts`: All reconciled journal items will have the same matching number, as they are selected from the same account." msgstr "" -#: ../../content/applications/finance/accounting/payments.rst:277 -msgid "Click :guilabel:`Reconcile`." -msgstr "" - #: ../../content/applications/finance/accounting/payments.rst:279 msgid "Invoices and bills are automatically matched to their corresponding payments and marked as :guilabel:`In payment` until they are :doc:`reconciled ` with their corresponding :doc:`bank transactions `." msgstr "" @@ -8131,6 +8425,11 @@ msgstr "" msgid "Once a payment has been registered, the status of the invoice or bill is :guilabel:`In payment`. The next step is :doc:`reconciling ` the payment with the related :doc:`bank transaction ` line to finalize the payment workflow and mark the invoice or bill as :guilabel:`Paid`." msgstr "" +#: ../../content/applications/finance/accounting/payments/batch.rst:3 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:406 +msgid "Batch payments" +msgstr "" + #: ../../content/applications/finance/accounting/payments/batch.rst:5 msgid "Batch payments allow grouping payments from multiple customers or vendors into a single batch and generating a detailed deposit slip or payment file with a batch reference. This reference can be used during :doc:`reconciliation <../bank/reconciliation>` to match bank transactions with the corresponding payments. This feature is particularly useful for submitting :doc:`SEPA Direct Debit payments `, depositing cash payments or :ref:`checks `, or generating outgoing payment files, such as :doc:`SEPA ` or :ref:`NACHA `." msgstr "" @@ -8188,7 +8487,7 @@ msgid "To view existing batch payments, go to :menuselection:`Accounting --> Cus msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:51 -msgid "Once the bank transactions :doc:`have been created <../bank/transactions>` in your database, you can :ref:`reconcile them with the batch payment `." +msgid "Once the bank transactions :doc:`have been created <../bank/transactions>` in your database, you can :ref:`reconcile ` them with the batch payment." msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:56 @@ -8425,7 +8724,7 @@ msgid "Follow-up on invoices" msgstr "" #: ../../content/applications/finance/accounting/payments/follow_up.rst:5 -msgid "Follow-up messages can be sent to customers when payments are overdue. Odoo helps identify late payments and allows scheduling and sending the appropriate reminders using **follow-up actions** according to the number of overdue days. Follow-ups can be sent through different methods, including email, post, or SMS." +msgid "Follow-up messages can be sent to customers when payments are overdue. Odoo helps identify late payments and allows scheduling and sending the appropriate reminders using **follow-up actions** according to the number of overdue days. Follow-ups can be sent through different methods, including email, WhatsApp message, SMS, or post." msgstr "" #: ../../content/applications/finance/accounting/payments/follow_up.rst:11 @@ -8441,134 +8740,132 @@ msgid "To configure :guilabel:`Follow-up actions`, go to :menuselection:`Account msgstr "" #: ../../content/applications/finance/accounting/payments/follow_up.rst:23 -msgid "To modify a follow-up level, click on the record. From the form view, edit the :guilabel:`Description` or adjust the number of days before a reminder is sent. In the :guilabel:`Notification` tab, select :guilabel:`Actions` such as :guilabel:`Send Email`, :ref:`Send a Letter `, and :ref:`Send SMS Message `." +msgid "To modify a follow-up level, click on the record. From the form view, edit the :guilabel:`Description` or adjust the number of days before a reminder is sent. In the :guilabel:`Notification` tab, select :guilabel:`Actions` such as :guilabel:`Send Email`, :doc:`Send WhatsApp message `, :ref:`Send SMS Message `, and :ref:`Send a Letter `." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:29 -msgid "Sending letters or SMS messages in Odoo requires :doc:`In-App Purchase (IAP) ` credit or tokens." +#: ../../content/applications/finance/accounting/payments/follow_up.rst:30 +msgid "Sending letters and WhatsApp or SMS messages in Odoo requires :doc:`In-App Purchase (IAP) ` credit or tokens." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:32 -msgid "To use a pre-filled template when sending an email or letter, select a :guilabel:`Content Template`. To modify it, click the :icon:`oi-arrow-right` :guilabel:`(internal link arrow)` icon next to the :guilabel:`Content Template` field. If enabled, SMS messages use a specific :guilabel:`Sms Template` field that can be modified by clicking the :icon:`oi-arrow-right` :guilabel:`(internal link arrow)` icon." +#: ../../content/applications/finance/accounting/payments/follow_up.rst:33 +msgid "To use a pre-filled template when sending an email or letter, select a :guilabel:`Content Template`. To modify it, click the :icon:`oi-arrow-right` :guilabel:`(internal link arrow)` icon next to the :guilabel:`Content Template` field. If enabled, WhatsApp and SMS messages use a specific :guilabel:`WhatsApp Template` or :guilabel:`Sms Template` field that can be modified by clicking the :icon:`oi-arrow-right` :guilabel:`(internal link arrow)` icon." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:38 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:39 msgid "Other options can be enabled in the :guilabel:`Options` section within the specific follow-up level:" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:40 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:41 msgid "Automate the reminder with the :guilabel:`Automatic` option." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:41 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:42 msgid ":guilabel:`Attach Invoices` that are overdue in the reminder." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:42 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:43 msgid ":guilabel:`Add followers` on the related customer to receive notifications about any email reply made on the reminder's email." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:45 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:46 msgid "In the :guilabel:`Activity` tab, enable the option to automatically schedule :doc:`activities ` when the follow-up level is triggered. Select the :guilabel:`Responsible` user and the :guilabel:`Activity Type`, and enter a :guilabel:`Summary`." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:49 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:50 msgid "To add a new :guilabel:`Follow-up Level`, click :guilabel:`New` and fill in the fields." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:52 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:53 msgid "Set a negative number of days to send a reminder before the invoice due date." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:57 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:58 msgid "Invoice follow-ups" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:60 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:61 msgid "Reconcile all bank transactions before starting the follow-up process to avoid sending reminders for invoices that have already been paid." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:63 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:64 msgid "To view all overdue invoices, go to :menuselection:`Accounting --> Customers --> Invoices`. In the :guilabel:`Invoices` list view, click into the search bar and filter on :guilabel:`Overdue`." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:69 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:70 msgid "Follow-ups for one customer" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:71 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:72 msgid "For a detailed overview of a customer's invoice follow-up status, go to :menuselection:`Accounting --> Customers --> Customers`. Open the customer's form and click the :guilabel:`Accounting` tab. In the :guilabel:`Invoice follow-ups` section, click on the different levels to view the :guilabel:`Follow-up Status` of each level. If actions are needed, click :guilabel:`Overdue Invoices` to have a detailed list of the overdue invoices." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:77 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:78 msgid "Additional options can be set:" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:79 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:80 msgid ":guilabel:`Reminders`: These are either :guilabel:`Automatic` or :guilabel:`Manual`." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:80 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:81 msgid ":guilabel:`Next reminder`: The date by which the next follow-up actions should be taken is automatically set when follow-ups are processed, but can be manually adjusted if needed." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:82 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:83 msgid ":guilabel:`Responsible`: The user who handles the follow-up actions." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:84 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:85 msgid "To manually send a payment reminder to a customer, click :guilabel:`Send` and select the actions in the :guilabel:`Send and Print` window:" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:87 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:88 msgid ":guilabel:`Print`" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:88 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:151 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:237 -#: ../../content/applications/finance/fiscal_localizations/chile.rst:1100 -msgid ":guilabel:`Email`" +#: ../../content/applications/finance/accounting/payments/follow_up.rst:90 +msgid ":guilabel:`WhatsApp`" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:89 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:91 msgid ":guilabel:`Sms`" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:90 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:92 msgid ":guilabel:`By post`" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:92 -msgid "Enable the :guilabel:`Attach Invoices` option and change the :guilabel:`Content Template` if needed. Then, click :guilabel:`Send` or :guilabel:`Send & Print` to send the :ref:`follow-up report `." +#: ../../content/applications/finance/accounting/payments/follow_up.rst:94 +msgid "Enable the :guilabel:`Attach Invoices` option, and change the :guilabel:`Content Template`, :guilabel:`WhatsApp Template`, or :guilabel:`Phone` if needed. Then, click :guilabel:`Send` or :guilabel:`Send & Print` to send the :ref:`follow-up report `." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:98 -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:101 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:100 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:19 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:217 msgid ":doc:`/applications/essentials/in_app_purchase`" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:101 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:103 msgid "The contact information on the invoice or the contact form is used to send the reminder." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:102 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:104 msgid "The chatter keeps a full record of all follow-up actions." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:107 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:109 msgid "Follow-ups for all customers due for action" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:109 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:111 msgid "After setting up the additional :ref:`follow-up ` options, review which customers have overdue invoices or require follow-up. To do so, go to :menuselection:`Accounting --> Customers --> Customers`. In the :guilabel:`Customers` kanban view, click the search bar and filter by :guilabel:`Overdue Invoices` or :guilabel:`Requires Follow-up`." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:115 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:117 msgid "To take follow-up actions for all relevant customers, switch to the list view and select the customers requiring follow-up. Then, click :icon:`fa-cog` :guilabel:`(Actions)` and select :guilabel:`Process Follow-ups` to send them the :ref:`follow-up report `." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:123 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:125 #: ../../content/applications/finance/accounting/taxes/avatax/avalara_portal.rst:144 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:52 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1166 @@ -8583,37 +8880,37 @@ msgstr "" msgid "Reports" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:128 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:130 msgid "Customer statement" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:130 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:132 msgid "To get a comprehensive overview of a customer's account status, click the :guilabel:`Customer Statement` smart button on the customer's form. This statement corresponds to the :ref:`Partner Ledger ` report's portion specific to that customer." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:134 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:136 msgid "To send it to the customer, click :guilabel:`Send`, change the :guilabel:`Email Template` if needed, and click :guilabel:`Print & Send`." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:137 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:139 msgid "To view the customer statements for multiple customers at once, select the customers from the :guilabel:`Customers` list view, click :icon:`fa-cog` :guilabel:`(Actions)`, and select :guilabel:`Open Customer Statements`." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:141 -#: ../../content/applications/finance/accounting/payments/follow_up.rst:157 -#: ../../content/applications/finance/accounting/vendor_bills.rst:162 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:143 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:159 +#: ../../content/applications/finance/accounting/vendor_bills.rst:160 msgid "Click :guilabel:`PDF` or :guilabel:`XLSX` to generate a PDF or XLSX file, respectively." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:146 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:148 msgid "Follow-up report" msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:148 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:150 msgid "To get a complete overview of a customer's due invoices, separating those that are due from those that are overdue, click the :ref:`Customer Statement ` smart button on the customer's form. Then, click :icon:`fa-book` :guilabel:`Report: Customer Statement` and select :guilabel:`Follow-Up Report`." msgstr "" -#: ../../content/applications/finance/accounting/payments/follow_up.rst:153 +#: ../../content/applications/finance/accounting/payments/follow_up.rst:155 msgid "To view the follow-up report for all customers at once, go to :menuselection:`Accounting --> Reporting --> Partner Ledger`. Then, click :icon:`fa-book` :guilabel:`Report:` and select :guilabel:`Follow-Up Report`." msgstr "" @@ -9373,7 +9670,7 @@ msgid "Analytic distribution en masse" msgstr "" #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:125 -msgid "To mass-edit analytic accounts in several entries simultaneously, go to :menuselection:`Accounting --> Accounting --> Journal items`, and select the ones that need to be updated. Click the :guilabel:`Analytic Distribution` column and add the required distribution in the :guilabel:`Analytic` column, then click the :icon:`oi-close` :guilabel:`(cross)` and :guilabel:`Confirm`. The analytic distribution is then added to the selected journal items." +msgid "To mass-edit analytic accounts in several entries simultaneously, go to :menuselection:`Accounting --> Accounting --> Journal items`, and select the ones that need to be updated. Click the :guilabel:`Analytic Distribution` column and add the required distribution in the :guilabel:`Analytic` column, then click the :icon:`oi-close` :guilabel:`(cross)` and :guilabel:`Update`. The analytic distribution is then added to the selected journal items." msgstr "" #: ../../content/applications/finance/accounting/reporting/analytic_accounting.rst:134 @@ -9762,7 +10059,7 @@ msgid "The subformula allows you to define how the move lines matching the domai msgstr "" #: ../../content/applications/finance/accounting/reporting/customize.rst:100 -#: ../../content/applications/finance/accounting/reporting/customize.rst:265 +#: ../../content/applications/finance/accounting/reporting/customize.rst:266 msgid "`sum`" msgstr "" @@ -9874,15 +10171,19 @@ msgstr "" msgid "`CUR` is the currency code in capital letters, and `amount` is the amount of the bound expressed in that currency." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:172 -msgid "You can also use the `cross_report` subformula to match an expression found in another report." +#: ../../content/applications/finance/accounting/reporting/customize.rst:173 +msgid "`cross_report(xml_id | report_id)`" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:175 +#: ../../content/applications/finance/accounting/reporting/customize.rst:173 +msgid "Used to match an expression from another report targeted by the xml_id or the report ID itself." +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/customize.rst:176 msgid "Prefix of Account Codes computation engine" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:177 +#: ../../content/applications/finance/accounting/reporting/customize.rst:178 msgid "The :guilabel:`Prefix of Account Codes` computation engine is used to match amounts made on accounts using the prefixes of these accounts' codes as variables in an arithmetic expression." msgstr "" @@ -9902,7 +10203,7 @@ msgstr "" msgid "This formula adds the balances of the move lines made on accounts whose codes start with `21` and `10`, and subtracts the balance of the ones on accounts with the prefix `5`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:189 +#: ../../content/applications/finance/accounting/reporting/customize.rst:190 msgid "It is also possible to ignore a selection of sub-prefixes." msgstr "" @@ -9914,15 +10215,15 @@ msgstr "" msgid "This formula works the same way as the previous example but ignores the prefixes `101`, `102`, and `57`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:196 +#: ../../content/applications/finance/accounting/reporting/customize.rst:197 msgid "You can apply 'sub-filtering' on **credits and debits** using the `C` and `D` suffixes. In this case, an account will only be considered if its prefix matches, *and* if the total balance of the move lines made on this account is **credit/debit**." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:201 +#: ../../content/applications/finance/accounting/reporting/customize.rst:202 msgid "Account `210001` has a balance of -42 and account `210002` has a balance of 25. The formula `21D` only matches the account `210002`, and hence returns 25. `210001` is not matched, as its balance is *credit*." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:205 +#: ../../content/applications/finance/accounting/reporting/customize.rst:206 msgid "Prefix exclusions can be mixed with the `C` and `D` suffixes." msgstr "" @@ -9934,7 +10235,7 @@ msgstr "" msgid "This formula adds the balances of the move lines made on accounts whose code starts with `21` *if* it is debit (`D`) and `10` *if* it is credit (`C`), but ignores prefixes `101`, `102`, and subtracts the balance of the ones on accounts with the prefix `5`, ignoring the prefix `57`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:213 +#: ../../content/applications/finance/accounting/reporting/customize.rst:214 msgid "To match the letter `C` or `D` in a prefix and not use it as a suffix, use an empty exclusion `()`." msgstr "" @@ -9946,7 +10247,7 @@ msgstr "" msgid "This formula matches accounts whose code starts with `21D`, regardless of their balance sign." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:219 +#: ../../content/applications/finance/accounting/reporting/customize.rst:220 msgid "In addition to using code prefixes to include accounts, you can also match them with **account tags**. This is especially useful, for example, if your country lacks a standardized chart of accounts, where the same prefix might be used for different purposes across companies." msgstr "" @@ -9958,7 +10259,7 @@ msgstr "" msgid "This formula matches accounts whose associated tags contain the one with ID *25*." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:227 +#: ../../content/applications/finance/accounting/reporting/customize.rst:228 msgid "If the tag you reference is defined in a data file, an XMLID can be used instead of the ID." msgstr "" @@ -9970,7 +10271,7 @@ msgstr "" msgid "This formula matches accounts whose associated tags include the tag denoted by *my_module.my_tag*." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:234 +#: ../../content/applications/finance/accounting/reporting/customize.rst:235 msgid "You can also use arithmetic expressions with tags, possibly combining them with prefix selections." msgstr "" @@ -9982,7 +10283,7 @@ msgstr "" msgid "The balances of accounts tagged as *my_module.my_tag* will be summed with those of accounts linked to the tag with ID *42* and accounts with the code prefix `10`" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:241 +#: ../../content/applications/finance/accounting/reporting/customize.rst:242 msgid "`C` and `D` suffixes can be used in the same way with tags." msgstr "" @@ -9994,7 +10295,7 @@ msgstr "" msgid "This formula matches accounts with the tag *my_module.my_tag* and a credit balance." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:247 +#: ../../content/applications/finance/accounting/reporting/customize.rst:248 msgid "Prefix exclusion also works with tags." msgstr "" @@ -10006,55 +10307,55 @@ msgstr "" msgid "This formula matches accounts with the tag *my_module.my_tag* and a code not starting with `10`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:255 +#: ../../content/applications/finance/accounting/reporting/customize.rst:256 msgid "External Value computation engine" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:257 +#: ../../content/applications/finance/accounting/reporting/customize.rst:258 msgid "The :guilabel:`External Value` computation engine is used to refer to **manual** and **carryover values**. Those values are not stored using `account.move.line`, but with `account.report.external.value`. Each of these objects directly points to the expression it impacts, so very little needs to be done about their selection here." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:262 +#: ../../content/applications/finance/accounting/reporting/customize.rst:263 msgid "**Formulas** can be one of the following:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:265 +#: ../../content/applications/finance/accounting/reporting/customize.rst:266 msgid "If the result must be the sum of all the external values in the period." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:268 +#: ../../content/applications/finance/accounting/reporting/customize.rst:269 msgid "`most_recent`" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:268 +#: ../../content/applications/finance/accounting/reporting/customize.rst:269 msgid "If the result must be the value of the latest external value in the period." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:270 +#: ../../content/applications/finance/accounting/reporting/customize.rst:271 msgid "In addition, **subformulas** can be used in two ways:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:273 +#: ../../content/applications/finance/accounting/reporting/customize.rst:274 msgid "`rounding=X`" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:273 +#: ../../content/applications/finance/accounting/reporting/customize.rst:274 msgid "Replacing `X` with a number instructs to round the amount to X decimals." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:277 +#: ../../content/applications/finance/accounting/reporting/customize.rst:278 msgid "`editable`" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:276 +#: ../../content/applications/finance/accounting/reporting/customize.rst:277 msgid "Indicates this expression can be edited manually, triggering the display of an icon in the report, allowing the user to perform this action." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:280 +#: ../../content/applications/finance/accounting/reporting/customize.rst:281 msgid "Manual values are created at the `date_to` currently selected in the report." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:282 +#: ../../content/applications/finance/accounting/reporting/customize.rst:283 msgid "Both subformulas can be mixed by separating them with a `;`." msgstr "" @@ -10066,19 +10367,19 @@ msgstr "" msgid "This subformula shows the correct way to mix both behaviors." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:289 +#: ../../content/applications/finance/accounting/reporting/customize.rst:290 msgid "Custom Python Function computation engine" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:291 +#: ../../content/applications/finance/accounting/reporting/customize.rst:292 msgid "The :guilabel:`Custom Python Function` computation engine is a means for developers to introduce custom computation of expressions on a case-by-case basis. The :guilabel:`Formula` is the name of a **python function** to call, and the :guilabel:`Subformula` is a **key** to fetch in the **dictionary** returned by this function. Use this computation engine only if making a custom module." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:298 +#: ../../content/applications/finance/accounting/reporting/customize.rst:299 msgid "Columns" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:300 +#: ../../content/applications/finance/accounting/reporting/customize.rst:301 msgid "Reports can have an **indefinite number** of columns to display. Each column gets its values from the **expressions** declared on the **lines**. The field :guilabel:`expression_label` of the column gives the label of the expressions whose value is displayed. If a line has no **expression** in that field, then nothing is displayed for it in this column. If multiple columns are required, you must use different **expression** labels." msgstr "" @@ -10086,71 +10387,71 @@ msgstr "" msgid "Columns of report." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:309 +#: ../../content/applications/finance/accounting/reporting/customize.rst:310 msgid "When using the **period comparison** feature found under the :guilabel:`Options` tab of an accounting report, all columns are repeated in and for each period." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:315 +#: ../../content/applications/finance/accounting/reporting/customize.rst:316 msgid "Line grouping" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:317 +#: ../../content/applications/finance/accounting/reporting/customize.rst:318 msgid "Non-standard grouping is possible by adding or using existing fields on the *Journal Item* model, provided that the fields are related and non-stored." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:321 +#: ../../content/applications/finance/accounting/reporting/customize.rst:322 msgid "Grouping lines requires the report to have explicit report lines that can be edited. The deferred reports, for example, do not support grouping lines as they use dynamic lines that are generated." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:325 +#: ../../content/applications/finance/accounting/reporting/customize.rst:326 msgid "Create a new field on journal item" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:327 +#: ../../content/applications/finance/accounting/reporting/customize.rst:328 msgid "To create a non-stored, related field in the *Journal Item* model, first go to :menuselection:`Accounting --> Journal Items`, and click the :icon:`fa-bug` :guilabel:`(bug)` icon, then click :guilabel:`Fields`. Click :guilabel:`New` to create a new field, and complete the following fields:" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:332 +#: ../../content/applications/finance/accounting/reporting/customize.rst:333 msgid ":guilabel:`Field Name`: a technical name for the field" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:333 +#: ../../content/applications/finance/accounting/reporting/customize.rst:334 msgid ":guilabel:`Field Label`: the label to be displayed for the field" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:334 +#: ../../content/applications/finance/accounting/reporting/customize.rst:335 msgid ":guilabel:`Field Type`: the type of field that this related field should point to" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:335 +#: ../../content/applications/finance/accounting/reporting/customize.rst:336 msgid ":guilabel:`Stored`: Leave this field unchecked as only non-stored fields can be used to group lines." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:337 +#: ../../content/applications/finance/accounting/reporting/customize.rst:338 msgid ":guilabel:`Related Model`: If the field type is :guilabel:`one2many`, :guilabel:`many2many`, or :guilabel:`many2one`, select the model of the original field to group by." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:339 +#: ../../content/applications/finance/accounting/reporting/customize.rst:340 msgid ":guilabel:`Related Field Definition`: the technical path to the field you want to group by" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:342 +#: ../../content/applications/finance/accounting/reporting/customize.rst:343 msgid "To group by the sales team of the commercial partner, set the related field definition to `move_id.team_id`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:346 +#: ../../content/applications/finance/accounting/reporting/customize.rst:347 msgid "Group lines" msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:348 +#: ../../content/applications/finance/accounting/reporting/customize.rst:349 msgid "To group lines, go to the :ref:`Lines ` tab of the desired report, click on the line you want to group, and edit the :guilabel:`Group by` field. Enter the technical name (:guilabel:`Field Name`) of the field to use as the grouping key." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:353 +#: ../../content/applications/finance/accounting/reporting/customize.rst:354 msgid "To find a list of all the model's fields and their technical names, go to :menuselection:`Accounting --> Journal Items`, and click the :icon:`fa-bug` :guilabel:`(bug)` icon, then click :guilabel:`Fields`. The technical name of each field is listed in the :guilabel:`Field Name` column." msgstr "" -#: ../../content/applications/finance/accounting/reporting/customize.rst:359 +#: ../../content/applications/finance/accounting/reporting/customize.rst:360 msgid ":ref:`Consolidation via grouping by account code `" msgstr "" @@ -10991,7 +11292,7 @@ msgid "**Default taxes** are automatically set up according to the country selec msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate sales taxes from the list view" +msgid "Activate taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 @@ -11088,8 +11389,8 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:127 #: ../../content/applications/finance/accounting/taxes.rst:127 #: ../../content/applications/finance/accounting/taxes.rst:271 -#: ../../content/applications/finance/fiscal_localizations/india.rst:190 -#: ../../content/applications/finance/fiscal_localizations/india.rst:204 +#: ../../content/applications/finance/fiscal_localizations/india.rst:193 +#: ../../content/applications/finance/fiscal_localizations/india.rst:207 msgid "1,000" msgstr "" @@ -11468,7 +11769,6 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:55 #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:12 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:28 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:12 msgid "Introduction" msgstr "" @@ -11511,6 +11811,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:85 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:782 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1443 msgid "eCommerce" msgstr "" @@ -11770,7 +12071,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:164 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:32 #: ../../content/applications/finance/fiscal_localizations/australia.rst:12 -#: ../../content/applications/finance/fiscal_localizations/austria.rst:14 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:16 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:32 #: ../../content/applications/finance/fiscal_localizations/canada.rst:36 #: ../../content/applications/finance/fiscal_localizations/chile.rst:32 @@ -11786,8 +12087,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/jordan.rst:16 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:23 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:60 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:16 #: ../../content/applications/finance/fiscal_localizations/peru.rst:21 #: ../../content/applications/finance/fiscal_localizations/romania.rst:14 @@ -11804,7 +12105,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/avatax.rst:165 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:33 #: ../../content/applications/finance/fiscal_localizations/australia.rst:13 -#: ../../content/applications/finance/fiscal_localizations/austria.rst:15 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:17 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:33 #: ../../content/applications/finance/fiscal_localizations/canada.rst:37 #: ../../content/applications/finance/fiscal_localizations/chile.rst:33 @@ -11819,8 +12120,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/jordan.rst:17 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:24 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:121 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:28 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:17 #: ../../content/applications/finance/fiscal_localizations/peru.rst:22 #: ../../content/applications/finance/fiscal_localizations/romania.rst:15 @@ -11840,7 +12141,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:73 #: ../../content/applications/finance/fiscal_localizations/australia.rst:101 #: ../../content/applications/finance/fiscal_localizations/australia.rst:155 -#: ../../content/applications/finance/fiscal_localizations/austria.rst:16 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:18 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:34 #: ../../content/applications/finance/fiscal_localizations/canada.rst:38 #: ../../content/applications/finance/fiscal_localizations/chile.rst:34 @@ -11856,8 +12157,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/jordan.rst:18 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:25 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:78 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:62 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:18 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:80 #: ../../content/applications/finance/fiscal_localizations/peru.rst:23 @@ -13185,6 +13486,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:703 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:391 #: ../../content/applications/finance/fiscal_localizations/italy.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:349 msgid "Vendor bills" msgstr "" @@ -13222,11 +13524,11 @@ msgid "Alternatively, it is possible to create a vendor bill from the Accounting msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:32 -msgid "either click :guilabel:`New` on the :guilabel:`Vendor Bills` journal;" +msgid "either click :guilabel:`New` on the :guilabel:`Purchases` journal;" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:33 -msgid "or click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon of the :guilabel:`Vendor Bills` journal, then :guilabel:`Bill` under the :guilabel:`New` section." +msgid "or click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon of the :guilabel:`Purchases` journal, then :guilabel:`Bill` under the :guilabel:`New` section." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:39 @@ -13234,138 +13536,144 @@ msgid "Automatically" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:41 -msgid "Vendor bills can be automatically created through various methods:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills.rst:43 -msgid "Emailing to an :ref:`email alias ` associated with the purchase journal. If the email does not contain a valid file, an automatic response notifies the sender that no document was received." +msgid "Vendor bills can be automatically created by sending an email to an :ref:`email alias ` associated with the purchase journal, or by :ref:`uploading a PDF `." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:46 -msgid "Uploading a PDF: To upload a bill, go to :menuselection:`Accounting --> Vendors --> Bills`, then click :guilabel:`Upload`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills.rst:50 msgid "Once the bill is uploaded, the PDF document appears on the right side of the screen, making it easy to fill in the bill information." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:52 -msgid "Bills can be :doc:`digitized ` for automatic completion." +#: ../../content/applications/finance/accounting/vendor_bills.rst:48 +msgid "Bills can be :doc:`digitized ` for automatic completion and :ref:`matched with purchase orders ` to replace OCR-detected data with the existing purchase order's details." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:53 +#: ../../content/applications/finance/accounting/vendor_bills.rst:52 msgid "Services such as digitizing scanned or PDF vendor bills in Odoo require :doc:`In-App Purchase (IAP) ` credits." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:56 -msgid "To automatically post bills from selected vendors, go to :menuselection:`Accounting --> Vendors --> Vendors` and select the relevant vendor. In the :guilabel:`Accounting` tab, under the :guilabel:`Automation` section, update the :guilabel:`Auto-post bills` field with one of the following options:" +#: ../../content/applications/finance/accounting/vendor_bills.rst:55 +msgid "To automatically post bills from selected vendors, go to :menuselection:`Accounting --> Vendors --> Vendors` and select the relevant vendor. In the :guilabel:`Accounting` tab, under the :guilabel:`General` section, update the :guilabel:`Auto-post bills` field with one of the following options:" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:61 +#: ../../content/applications/finance/accounting/vendor_bills.rst:60 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:105 msgid ":guilabel:`Always`" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:62 +#: ../../content/applications/finance/accounting/vendor_bills.rst:61 msgid ":guilabel:`Ask after 3 validations without edits`" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:63 +#: ../../content/applications/finance/accounting/vendor_bills.rst:62 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:110 msgid ":guilabel:`Never`" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:68 +#: ../../content/applications/finance/accounting/vendor_bills.rst:65 +msgid ":ref:`Vendor bills matching with purchase orders `" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:71 msgid "Bill completion" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:70 +#: ../../content/applications/finance/accounting/vendor_bills.rst:73 msgid "Whether the bill is created manually or automatically, make sure the following fields are appropriately completed:" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:73 +#: ../../content/applications/finance/accounting/vendor_bills.rst:76 msgid ":guilabel:`Vendor`: Odoo automatically fills in some information based on the information on the vendor's contact record as well as previous purchase orders and bills." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:75 +#: ../../content/applications/finance/accounting/vendor_bills.rst:78 msgid ":guilabel:`Bill Reference`: Add the sales order reference provided by the vendor. This field is used to :ref:`match ` the products when they are received." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:77 +#: ../../content/applications/finance/accounting/vendor_bills.rst:80 msgid ":guilabel:`Auto-Complete`: Select a past bill/purchase order to complete the document automatically. The :guilabel:`Vendor` field should be completed before completing this field." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:79 +#: ../../content/applications/finance/accounting/vendor_bills.rst:82 msgid ":guilabel:`Bill Date`: Select the document's issuance date." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:80 +#: ../../content/applications/finance/accounting/vendor_bills.rst:83 msgid ":guilabel:`Accounting Date`: Update the document's accounting registration date if needed." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:81 +#: ../../content/applications/finance/accounting/vendor_bills.rst:84 msgid ":guilabel:`Payment Reference`: The :guilabel:`Memo` field automatically includes the payment reference once the payment is registered." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:83 +#: ../../content/applications/finance/accounting/vendor_bills.rst:86 msgid ":guilabel:`Recipient Bank`: Indicates the account number to which the payment will be made. This field is required when paying via batch payment files (such as :ref:`NACHA ` and :doc:`SEPA `)." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:86 +#: ../../content/applications/finance/accounting/vendor_bills.rst:89 msgid ":guilabel:`Due Date` or :guilabel:`Payment Terms` must be specified for the bill payment." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:87 +#: ../../content/applications/finance/accounting/vendor_bills.rst:90 msgid ":guilabel:`Journal`: Select which journal should record the bill and in which :doc:`currency `." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:98 -msgid "If the bill line does not correspond to an existing product in the database, click the :icon:`oi-view-list` :guilabel:`(bars)` icon to enter a description for the bill line without linking it to a product." +#: ../../content/applications/finance/accounting/vendor_bills.rst:95 +msgid "To access the product catalog, click :doc:`Catalog `." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:97 +msgid "Select the products and quantities, then click :guilabel:`Back to Bill` to return to the vendor bill; the selected catalog items will appear in the vendor bill lines." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:99 +msgid "Update the :guilabel:`Quantity`, :guilabel:`Price`, and :doc:`Taxes ` fields if needed." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:102 -msgid "To access the product catalog and view all items in an organized display, click :doc:`Catalog `. When the products and quantities are selected, click :guilabel:`Back to Bill` to return to the vendor bill; the selected catalog items will appear in the vendor bill lines." +msgid "If the bill line does not correspond to an existing product in the database, click :guilabel:`Add a line` and enter a description for the bill line without linking it to a product." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:108 +#: ../../content/applications/finance/accounting/vendor_bills.rst:106 msgid "Multiple bills for the same purchase order may be issued if the vendor is on back-order and sends invoices as products are shipped or if the vendor sends partial bills or requests a deposit. In this case, multiple bills may have the same :guilabel:`Bill Reference`." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:115 +#: ../../content/applications/finance/accounting/vendor_bills.rst:113 msgid "Bill confirmation" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:117 +#: ../../content/applications/finance/accounting/vendor_bills.rst:115 msgid "Click :guilabel:`Confirm` when the document is completed. The status changes to :guilabel:`Posted`, and a journal entry is generated based on the vendor bill information. On confirmation, Odoo assigns each vendor bill a unique number from a defined :doc:`sequence `." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills.rst:120 msgid "Once confirmed, a vendor bill can no longer be updated. Click :guilabel:`Reset to draft` if changes are required." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:130 +#: ../../content/applications/finance/accounting/vendor_bills.rst:128 msgid "To register a payment, click on :guilabel:`Pay`. In the :guilabel:`Pay` window, select the :guilabel:`Journal`, the :guilabel:`Payment Method`, the :guilabel:`Amount`, and the :guilabel:`Currency`." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:134 +#: ../../content/applications/finance/accounting/vendor_bills.rst:132 msgid "When the :guilabel:`Amount` paid is less than the total remaining amount on the vendor bill, the payment is :ref:`partial `, and the :guilabel:`Payment Difference` field displays the outstanding balance." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:138 +#: ../../content/applications/finance/accounting/vendor_bills.rst:136 msgid "The :guilabel:`Memo` field is filled automatically if the :guilabel:`Payment Reference` has been set correctly on the vendor bill. If the field is empty, select the vendor invoice number as a reference." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:142 +#: ../../content/applications/finance/accounting/vendor_bills.rst:140 msgid "Then click :guilabel:`Create payment`. An :guilabel:`In Payment`/:guilabel:`Partial` banner appears on the bill until it is :doc:`reconciled ` and its status updates to :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:153 +#: ../../content/applications/finance/accounting/vendor_bills.rst:151 msgid "Aged payable report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:155 -msgid "To get an overview of the open vendor bills and their due dates, go to :menuselection:`Accounting --> Reporting --> Aged payable`." +#: ../../content/applications/finance/accounting/vendor_bills.rst:153 +msgid "For an overview of the open vendor bills and their due dates, go to :menuselection:`Accounting --> Reporting --> Aged payable`." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:158 +#: ../../content/applications/finance/accounting/vendor_bills.rst:156 msgid "Click the :icon:`fa-caret-right` :guilabel:`(right arrow)` icon next to a vendor to view the details of all their outstanding bills, including the due dates and amounts." msgstr "" @@ -13796,107 +14104,235 @@ msgid "Therefore, at the end of December, bills A and B are fully recognized as msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 -msgid "AI-powered document digitization" +msgid "Document digitization" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:5 -msgid "**Invoice digitization** is the process of converting paper documents into vendor bill and customer invoice forms in your accounting." +msgid "Document digitization refers to the process of converting paper or digital documents into records in a database. Using :abbr:`OCR (optical character recognition)` and artificial intelligence technologies, Odoo reads the content and automatically creates and fills in the record's details. This process is mainly used for vendor bills (or refunds)." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:8 -msgid "Odoo uses :abbr:`OCR (optical character recognition)` and artificial intelligence technologies to recognize the content of the documents. Vendor bill and customer invoice forms are automatically created and populated based on the scanned invoices." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:11 +msgid "Although less common, this digitization process can also be applied to customer invoices and credit notes. The :ref:`settings ` need to be adjusted accordingly." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:13 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:16 msgid "`Test Odoo's invoice digitization `_" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:14 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:17 msgid "`Odoo Tutorials: Vendor Bill Digitization `_" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:20 -msgid "In :menuselection:`Accounting --> Configuration --> Settings --> Digitization`, check the box :guilabel:`Document Digitization` and choose whether :guilabel:`Vendor Bills` and :guilabel:`Customer Invoices` (this includes customer credit notes) should be processed automatically or on demand." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:26 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings` and navigate to the :guilabel:`Digitization` section. Enable the :guilabel:`Document Digitization` option and choose whether :guilabel:`Vendor Bills` should be processed automatically or on demand." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:25 -msgid "If you enable the :guilabel:`Single Invoice Line Per Tax` option, only one line is created per tax in the new bill, regardless of the number of lines on the invoice." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:31 +msgid "If the :guilabel:`Single Invoice Line Per Tax` option is enabled, only one line is created per tax in the new vendor bill, regardless of the number of lines on it." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:29 -msgid "Invoice upload" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:37 +msgid "Vendor bills upload" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:32 -msgid "Upload invoices manually" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:39 +msgid "Vendor bills are :ref:`uploaded manually ` or sent to a :ref:`designated email alias ` to be digitized. They can also be :ref:`automatically posted ` for selected vendors." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:34 -msgid "From the :guilabel:`Accounting Dashboard`, click on the :guilabel:`Upload` button of your vendor bills journal. Alternatively, go to :menuselection:`Accounting --> Customers --> Invoices` or :menuselection:`Accounting --> Vendors --> Bills` and select :guilabel:`Upload`." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:45 +msgid "Once the bill is uploaded, the document preview appears on the right side of the screen." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:42 -msgid "Upload invoices using an email alias" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:48 +msgid ":doc:`Vendor bills <../vendor_bills>`" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:44 -msgid "You can configure your connected scanner to send scanned documents to an email alias. Emails sent to these aliases are converted into new draft customer invoices or vendor bills." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:47 -msgid "You can modify the email alias of a journal. To do so, go to the :guilabel:`Settings` app. Under :guilabel:`General Settings: Discuss`, enable :guilabel:`Custom Email Servers`, add an :guilabel:`Alias Domain`, and :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:51 -msgid "The email alias is now available in the :guilabel:`Advanced Settings` tab of the journal. Emails sent to this address will be converted automatically into new invoices or bills." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:53 +msgid "Manual upload" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:55 -msgid "If you use the :doc:`Documents ` app, you can automatically send your scanned invoices to the :guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`)." +msgid "In the Accounting dashboard, drag and drop vendor bills into the desired purchase journal or click :guilabel:`Upload` on the purchase journal." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:59 -msgid "The default email aliases `vendor-bills@` and `customer-invoices@` followed by the :guilabel:`Alias Domain` you set are automatically created for the :guilabel:`Vendor Bills` and :guilabel:`Customer Invoices` journals, respectively. Emails sent to these addresses are converted automatically into new invoices or bills." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:61 +msgid "Upload via email alias" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:64 -msgid "To change a default email alias, go to :menuselection:`Accounting --> Configuration --> Accounting: Journals`. Select the journal you want to edit, click on the :guilabel:`Advanced Settings` tab, and edit the `Email Alias`." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:63 +msgid "Vendor bills can be uploaded via an email alias associated with the relevant journal in two ways:" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:69 -msgid "Invoice digitization" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:65 +msgid "scanned from a connected scanner configured to send email to an email alias;" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:66 +msgid "sent directly to an email alias." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:68 +msgid "Each PDF attached to the email is automatically converted into a new draft vendor bill." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:71 -msgid "According to your settings, the document is either processed automatically, or you need to click on :guilabel:`Send for digitization` to do it manually." +msgid "Only PDF and XML formats are processed via an email alias associated with a journal." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:74 -msgid "Once the data is extracted from the PDF, you can correct it if necessary by clicking on the respective tags (available in :guilabel:`Edit` mode) and selecting the proper information instead." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:72 +msgid "JPEG files must be processed via :ref:`email alias in the Documents app `." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:78 -msgid "Data recognition with AI" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:75 +msgid "To add an email alias to a journal, follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:80 -msgid "It is essential to review and correct (if needed) the information uploaded during digitization. Then, you have to post the document by clicking on :guilabel:`Confirm`. In this manner, the AI learns, and the system identifies the correct data for future digitizations." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:77 +msgid "Make sure an :doc:`alias domain <../../../websites/website/configuration/domain_names>` has been configured." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:79 +msgid "The default email alias `vendor-bills@` followed by the alias domain is automatically created and available in the :guilabel:`Advanced Settings` tab of the :guilabel:`Vendor Bills` journal." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:81 +msgid "To change a default email alias, go to :menuselection:`Accounting --> Configuration --> Journals`, select the corresponding journal, and edit the :guilabel:`Email Alias` in the :guilabel:`Advanced Settings` tab." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:84 +msgid "Configure the connected scanner to send scanned documents to the email alias, if needed." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:87 -msgid "The **invoice digitization** is an In-App Purchase (IAP) service that requires prepaid credits to work. Digitizing one document consumes one credit." +msgid "Alternatively, an :ref:`email alias in the Documents app ` can be used to automatically send vendor bills to the :guilabel:`Finance` :ref:`folder ` (e.g., `inbox-financial@example.odoo.com`)." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:90 -msgid "To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Digitization` and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on :guilabel:`View My Services`." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:94 +msgid "Automatic vendor bill posting" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:95 -msgid "Enterprise Odoo users with a valid subscription get free credits to test IAP features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:97 +msgid "To use the :guilabel:`Auto-post bills` option, the :guilabel:`Digitize automatically` setting in the :ref:`Document Digitization ` section must be enabled for vendor bills." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:100 -msgid "`Our Privacy Policy `_" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:101 +msgid "To automatically post digitized vendor bills for specific vendors, go to :menuselection:`Accounting --> Vendors --> Vendors` and click the desired vendor. In the :guilabel:`Accounting` tab of the contact form, select an :guilabel:`Auto-post bills` option in the :guilabel:`Automation` section:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:106 +msgid ":guilabel:`Ask after 3 validations without edits`: When the third uploaded bill is confirmed without any edits, an :guilabel:`Autopost Bills` window appears. The following options can be chosen: :guilabel:`Activate auto-validation`, :guilabel:`Ask me later`, or :guilabel:`Never for this vendor`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:113 +msgid "Since automation is triggered after three validated bills without edits, the contact name must already exist in the database, and each uploaded vendor bill must include a bill date." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:119 +msgid "Digitization and data recognition with AI" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:121 +msgid "Depending on the :ref:`settings `, documents are either automatically digitized or require manual processing if digitization is set to on-demand only." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:124 +msgid "To manually digitize an :ref:`uploaded document `, click :guilabel:`Digitize document`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:127 +msgid "Once the document has been digitized, a blue banner appears; click :icon:`oi-arrow-right` :guilabel:`Refresh`. Review and correct any information uploaded during digitization: click on the related field(s) to edit them, or click :guilabel:`Reload AI data` to refresh the data." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:131 +msgid "Then, click :guilabel:`Confirm` to post the document." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:134 +msgid "Once a document has been digitized, the :guilabel:`Vendor` field remains empty if the vendor doesn't exist in the database. To add it, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the :guilabel:`Vendor` field; the vendor name appears highlighted in the document preview on the right. Click it to open a new vendor form with the name pre-filled." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:140 +msgid "The following vendor bill fields are recognized by OCR:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:142 +msgid ":guilabel:`Vendor`, :guilabel:`Bill Reference`, :guilabel:`Bill Date`, :guilabel:`Payment Reference` (only in the Belgian +++xxx/xxxx/xxxxx+++ format), :guilabel:`Recipient Bank`, :guilabel:`Due Date`, and the currency (in a :doc:`multi-currency <../get_started/multi_currency>` environment and if the currency is activated)." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:146 +msgid "From the :guilabel:`Invoices Lines` tab: :guilabel:`Product` description/label, :guilabel:`Quantity`, unit :guilabel:`Price`, :guilabel:`Taxes` (if the :ref:`tax is activated `; this field is not recognized by OCR for the :doc:`Indian localization <../../fiscal_localizations/india>`), :guilabel:`Untaxed Amount`, and :guilabel:`Total`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:155 +msgid "Purchase order matching" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:157 +msgid "When a digitized vendor bill is recognized by :abbr:`OCR (optical character recognition)`, Odoo searches the database for a matching purchase order. If found, the vendor bill can be manually matched with the existing open purchase order lines." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:161 +msgid "Once a vendor bill has been :ref:`uploaded ` and :ref:`digitized `, click the :guilabel:`Purchase matching` smart button to access the :guilabel:`Purchase matching` list view, displaying all purchase order lines linked to the vendor assigned to the vendor bill. Then, select the relevant purchase order lines and the draft vendor bill (shown in grey), and click :guilabel:`Match`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:168 +msgid "In the :guilabel:`Purchase Matching` list view, update the :guilabel:`Quantity` and :guilabel:`Price` in the purchase order lines, if necessary." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:171 +msgid "If there is no existing purchase order related to the vendor of the uploaded vendor bill, a new purchase order can be directly created from the vendor bill lines. To do so, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:174 +msgid "Once the vendor bill is uploaded, make sure the :guilabel:`Vendor` field is filled in with the correct vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:176 +msgid "Click the :guilabel:`Purchase matching` smart button, select the draft vendor bill in the list (shown in grey), and click :guilabel:`Add to PO`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:178 +msgid "In the :guilabel:`Add to Purchase Order` window, start typing in the :guilabel:`Purchase Order` field and select :guilabel:`Create and edit`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:180 +msgid "In the :guilabel:`Create Purchase Order` window, select the vendor assigned to the vendor bill, then complete all :ref:`required fields ` and click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:183 +msgid "In the :guilabel:`Purchase Matching` list view, select the relevant purchase order lines and the draft vendor bill (shown in grey), and click :guilabel:`Match`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:187 +msgid "If any information required for the purchase order fields is missing, click :guilabel:`Save and Close` in the :guilabel:`Create Purchase Order` window. Then, open the Purchase app to fill in the fields and :ref:`confirm the purchase order `." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:192 +msgid "Electronic vendor bills with embedded XML ensure more accurate and efficient processing." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:193 +msgid "Alternatively, the :ref:`Auto-complete ` feature can transfer information from the purchase order to the vendor bill, without requiring OCR." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:201 +msgid "The document digitization feature is an In-App Purchase (IAP) service requiring prepaid credits. Digitizing one document uses one credit." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:204 +msgid "To buy credits, :ref:`go to the Settings app ` or :menuselection:`Accounting --> Configuration --> Settings`, navigate to the :guilabel:`Digitization` section, and click :guilabel:`Buy credits`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:209 +msgid "Odoo Enterprise users with a valid subscription get free credits to test IAP features before purchasing more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:212 +msgid "XML files don't require OCR credits because they contain structured data that can be processed directly, without OCR." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:216 +msgid "`Odoo In-App Purchase Privacy Policy `_" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:3 @@ -13956,6 +14392,86 @@ msgstr "" msgid "When the range is invalid. For example, if the :guilabel:`Bill Date` doesn't align with the date in the new sequence, such as using a 2024 sequence (BILL/2024/MM/XXXX) for an vendor bill dated in 2025." msgstr "" +#: ../../content/applications/finance/esg.rst:3 +msgid "ESG" +msgstr "" + +#: ../../content/applications/finance/esg.rst:5 +msgid "The ESG (Environment, Social, and Governance) app helps you automate ESG data collection by integrating with apps like Accounting, Fleet, Payroll, and Employees. It pulls data from your operations to build your ESG reports, based on legal and sustainability reporting requirements, while giving you a real-time view of your emissions and other key ESG metrics." +msgstr "" + +#: ../../content/applications/finance/esg.rst:11 +msgid "Carbon footprint" +msgstr "" + +#: ../../content/applications/finance/esg.rst:13 +msgid "The carbon footprint tool automates emissions tracking by collecting data from accounting records (purchases, expenses, etc.) and employee commuting activity, and supports manual inputs. Emissions are updated in real time, allowing for continuous monitoring and reporting. You can:" +msgstr "" + +#: ../../content/applications/finance/esg.rst:17 +msgid "Track your daily environmental impact." +msgstr "" + +#: ../../content/applications/finance/esg.rst:18 +msgid "Evaluate the immediate effect of your reduction actions." +msgstr "" + +#: ../../content/applications/finance/esg.rst:19 +msgid "Prioritize targeted changes." +msgstr "" + +#: ../../content/applications/finance/esg.rst:20 +msgid "Continuously monitor and refine your sustainability strategy." +msgstr "" + +#: ../../content/applications/finance/esg.rst:22 +msgid "Emissions (kgCO₂e) formula" +msgstr "" + +#: ../../content/applications/finance/esg.rst:24 +msgid "`Activity data` × `Emission factor`" +msgstr "" + +#: ../../content/applications/finance/esg.rst:27 +msgid "Activity data sources" +msgstr "" + +#: ../../content/applications/finance/esg.rst:29 +msgid "The following data sources are used:" +msgstr "" + +#: ../../content/applications/finance/esg.rst:31 +msgid ":ref:`Accounting `" +msgstr "" + +#: ../../content/applications/finance/esg.rst:32 +msgid ":ref:`Fleet `" +msgstr "" + +#: ../../content/applications/finance/esg.rst:33 +msgid ":ref:`Manual inputs `" +msgstr "" + +#: ../../content/applications/finance/esg.rst:38 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 +#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:430 +#: ../../content/applications/finance/fiscal_localizations/france.rst:81 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:6 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:420 +#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:181 +msgid "Accounting" +msgstr "" + +#: ../../content/applications/finance/esg.rst:40 +msgid "Odoo collects activity data from journal entries posted to expense and asset accounts. These include:" +msgstr "" + +#: ../../content/applications/finance/esg.rst:43 +msgid "Fixed assets" +msgstr "" + +#: ../../content/applications/finance/esg.rst:44 #: ../../content/applications/finance/expenses.rst:5 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:108 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:111 @@ -13964,6 +14480,361 @@ msgstr "" msgid "Expenses" msgstr "" +#: ../../content/applications/finance/esg.rst:45 +msgid "Other expenses" +msgstr "" + +#: ../../content/applications/finance/esg.rst:46 +msgid "Cost of revenue" +msgstr "" + +#: ../../content/applications/finance/esg.rst:48 +msgid "Only these account types are considered for carbon footprint calculations, in line with the *Bilan Carbone* methodology." +msgstr "" + +#: ../../content/applications/finance/esg.rst:54 +msgid "Fleet" +msgstr "" + +#: ../../content/applications/finance/esg.rst:56 +msgid "Odoo calculates commuting emissions using data from the Fleet and Employees apps." +msgstr "" + +#: ../../content/applications/finance/esg.rst:58 +msgid "Employee commuting emissions formula" +msgstr "" + +#: ../../content/applications/finance/esg.rst:60 +msgid "`Days` × `Home-work distance` × `2` × (`Number of office days` / `7`) × `Vehicle model CO₂ emissions`" +msgstr "" + +#: ../../content/applications/finance/esg.rst:63 +msgid "To ensure accurate calculations:" +msgstr "" + +#: ../../content/applications/finance/esg.rst:65 +msgid "Define the average number of days per week the employees commute to the office by going to :menuselection:`ESG --> Configuration --> Settings` and filling in the :guilabel:`Weekly Office Attendance`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:68 +msgid "Set the emissions of each vehicle model by going to :menuselection:`Fleet --> Configuration --> Models`, selecting a model, and entering its :guilabel:`CO₂ Emissions`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:70 +msgid "Set each employee's home-to-work distance by opening the :guilabel:`Employees` app, selecting an employee, and filling in the employee's :guilabel:`Home-Work Distance`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:74 +msgid "The employee vehicle's :guilabel:`Start Date` and, if applicable, :guilabel:`End Date`, are used to calculate the emissions. Ensure they are set by opening the :guilabel:`Employees` app, selecting an employee, and clicking the :guilabel:`Cars` smart button." +msgstr "" + +#: ../../content/applications/finance/esg.rst:78 +msgid "To access the employee commuting emissions pivot table, go to :menuselection:`ESG --> Collect --> Employee Commuting`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:-1 +msgid "The employee commuting emissions pivot table" +msgstr "" + +#: ../../content/applications/finance/esg.rst:84 +msgid "To add the data to the emitted emissions, click :guilabel:`Add Emissions`, define the :guilabel:`Emissions Period` that should be covered, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:90 +msgid "Manual input" +msgstr "" + +#: ../../content/applications/finance/esg.rst:92 +msgid "You can manually enter emissions for activities that not tracked automatically (e.g., employee lunches, waste, etc.). To do so, go to :menuselection:`ESG --> Collect --> Emitted Emissions` and click :guilabel:`New`, then:" +msgstr "" + +#: ../../content/applications/finance/esg.rst:96 +msgid "Name the activity." +msgstr "" + +#: ../../content/applications/finance/esg.rst:97 +msgid "Select a :guilabel:`Date`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:98 +msgid "Select an :guilabel:`Emission factor`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:99 +msgid "Enter a :guilabel:`Quantity`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:101 +msgid "Once saved, the entry appears under :menuselection:`ESG --> Collect --> Emitted Emissions` and is included in the carbon footprint report." +msgstr "" + +#: ../../content/applications/finance/esg.rst:105 +msgid "Emission factors" +msgstr "" + +#: ../../content/applications/finance/esg.rst:107 +msgid "An emission factor is a coefficient that indicates the rate at which a specific activity emits greenhouse gases into the atmosphere." +msgstr "" + +#: ../../content/applications/finance/esg.rst:111 +msgid "Source database" +msgstr "" + +#: ../../content/applications/finance/esg.rst:113 +msgid "Import the data from a certified emission factors database by going to :menuselection:`ESG --> Configuration --> Source Databases`. Click :guilabel:`Download` on the `ADEME `_ database to import its emission factors and sources." +msgstr "" + +#: ../../content/applications/finance/esg.rst:118 +msgid "Main components of an emission factor" +msgstr "" + +#: ../../content/applications/finance/esg.rst:121 +msgid "Source" +msgstr "" + +#: ../../content/applications/finance/esg.rst:123 +msgid "Each emission factor is assigned to a scope, following the GHG Protocol:" +msgstr "" + +#: ../../content/applications/finance/esg.rst:125 +msgid "Scope 1 – Direct emissions (e.g., fuel burned on-site or in company vehicles)" +msgstr "" + +#: ../../content/applications/finance/esg.rst:126 +msgid "Scope 2 – Indirect emissions from purchased energy (e.g., electricity or heat)" +msgstr "" + +#: ../../content/applications/finance/esg.rst:127 +msgid "Scope 3 – All other indirect emissions across the value chain (e.g., purchased goods, travel, waste)" +msgstr "" + +#: ../../content/applications/finance/esg.rst:130 +msgid "Scopes can be structured hierarchically (parent-child) for more detailed categorization, such as \"Scope 3: Others Indirect > Purchased Goods > Electronics\"." +msgstr "" + +#: ../../content/applications/finance/esg.rst:134 +msgid "Uncertainty" +msgstr "" + +#: ../../content/applications/finance/esg.rst:136 +msgid "Uncertainty represents the potential margin of error in an emission factor. It reflects how precise or reliable the factor is when estimating emissions for a given activity, based on the quality of data, assumptions used, and calculation methodology." +msgstr "" + +#: ../../content/applications/finance/esg.rst:140 +msgid "It helps you assess the confidence level of the emissions data used in the reporting." +msgstr "" + +#: ../../content/applications/finance/esg.rst:143 +msgid "Compute method" +msgstr "" + +#: ../../content/applications/finance/esg.rst:145 +msgid "The compute method determines whether emissions are calculated using physical quantities (e.g., kg, liters, units) or monetary values (e.g., € spent). In physical mode, the system uses the quantity from the transaction (e.g., 10 units × :abbr:`EF (emission factor)` per unit). In monetary mode, it uses the transaction amount (e.g., €500 × :abbr:`EF (emission factor)` per €)." +msgstr "" + +#: ../../content/applications/finance/esg.rst:151 +msgid "Gas emissions lines" +msgstr "" + +#: ../../content/applications/finance/esg.rst:153 +msgid "Each emission factor can include multiple gas emission lines, representing the different greenhouse gases involved in the activity. The ESG app includes the six main gases from the Kyoto Protocol — CO₂, CH₄, N₂O, HFCs, PFCs, SF₆ — each with a predefined Global Warming Potential (GWP) used to convert them into a common unit: CO₂-equivalent (kgCO₂e)." +msgstr "" + +#: ../../content/applications/finance/esg.rst:159 +msgid "Add more specific gases by going to :menuselection:`ESG --> Configuration --> Gases`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:161 +msgid "Each gas line can be linked to an activity type such as production, transport, or use, allowing for detailed breakdowns in your emissions reporting." +msgstr "" + +#: ../../content/applications/finance/esg.rst:164 +msgid "The final emission factor value is the sum of all these gases’ emissions converted into CO₂-equivalents." +msgstr "" + +#: ../../content/applications/finance/esg.rst:168 +msgid "Assignation rules" +msgstr "" + +#: ../../content/applications/finance/esg.rst:170 +msgid "Assignation rules allow emission factors to be automatically applied to relevant activity data based on specific criteria: the product, partner, and/or account involved in the transaction." +msgstr "" + +#: ../../content/applications/finance/esg.rst:174 +msgid "You have assigned an emission factor to the *Zenith Pro Computer* product and later receive a vendor bill for 150 units; the system automatically applies the assigned emission factor, multiplying the emission factor's emissions (kgCO₂e) by 150." +msgstr "" + +#: ../../content/applications/finance/esg.rst:178 +msgid "To define assignation rules on emissions factors, go to :menuselection:`ESG --> Configuration --> Emission Factors` and select an emission factor. Under the :guilabel:`Assignations` tab, click :guilabel:`Add a line`, and select a record for one or more of the following attributes: :guilabel:`Product`, :guilabel:`Partner`, and :guilabel:`Account`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:183 +msgid "All attributes have to match for the rule to be applied." +msgstr "" + +#: ../../content/applications/finance/esg.rst:186 +msgid "Ensure the unit of measure set next to the product's :guilabel:`Cost` matches the emission factor's :guilabel:`Unit of Measure`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:-1 +msgid "A product's unit of measure" +msgstr "" + +#: ../../content/applications/finance/esg.rst:192 +msgid "If the field is not displayed, go to :menuselection:`Accounting --> Configuration --> Settings` and enable the :guilabel:`Units of Measure & Packagings` option." +msgstr "" + +#: ../../content/applications/finance/esg.rst:196 +msgid "Accounting journal entries with a missing emission factor can be found by clicking :guilabel:`Emissions to define` under the :guilabel:`Collect Emissions` card on the dashboard." +msgstr "" + +#: ../../content/applications/finance/esg.rst:200 +msgid "Rules priority" +msgstr "" + +#: ../../content/applications/finance/esg.rst:202 +msgid "When multiple assignation rules match, Odoo prioritizes the most specific rule based on the following criteria:" +msgstr "" + +#: ../../content/applications/finance/esg.rst:205 +msgid "Attribute specificity: Odoo first evaluates rules by the most precise attribute, following this priority hierarchy (from most to least specific):" +msgstr "" + +#: ../../content/applications/finance/esg.rst:208 +#: ../../content/applications/finance/esg.rst:226 +#: ../../content/applications/finance/esg.rst:238 +#: ../../content/applications/finance/esg.rst:257 +#: ../../content/applications/finance/esg.rst:269 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:387 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:113 +msgid "Product" +msgstr "" + +#: ../../content/applications/finance/esg.rst:212 +msgid "Attribute count: if multiple rules share the same level of attribute specificity, Odoo then considers the number of attributes in the rule. The rule with more attributes defined will take priority." +msgstr "" + +#: ../../content/applications/finance/esg.rst:217 +msgid "**Example 1**" +msgstr "" + +#: ../../content/applications/finance/esg.rst:219 +#: ../../content/applications/finance/esg.rst:250 +msgid "*Emission factor #1 assignation rule*" +msgstr "" + +#: ../../content/applications/finance/esg.rst:227 +#: ../../content/applications/finance/esg.rst:239 +#: ../../content/applications/finance/esg.rst:258 +#: ../../content/applications/finance/esg.rst:270 +msgid "*Any Account*" +msgstr "" + +#: ../../content/applications/finance/esg.rst:228 +#: ../../content/applications/finance/esg.rst:259 +msgid "*Any Partner*" +msgstr "" + +#: ../../content/applications/finance/esg.rst:229 +#: ../../content/applications/finance/esg.rst:260 +#: ../../content/applications/finance/esg.rst:272 +msgid "**Zenith Pro Computer**" +msgstr "" + +#: ../../content/applications/finance/esg.rst:231 +#: ../../content/applications/finance/esg.rst:262 +msgid "*Emission factor #2 assignation rule*" +msgstr "" + +#: ../../content/applications/finance/esg.rst:240 +#: ../../content/applications/finance/esg.rst:271 +msgid "**Digital Den**" +msgstr "" + +#: ../../content/applications/finance/esg.rst:241 +msgid "*Any Product*" +msgstr "" + +#: ../../content/applications/finance/esg.rst:243 +msgid "Given the assignation rules above, all products purchased from **Digital Den** will be assigned emission factor **#2**, except the **Zenith Pro Computer** product, which will be assigned emission factor **#1**." +msgstr "" + +#: ../../content/applications/finance/esg.rst:248 +msgid "**Example 2**" +msgstr "" + +#: ../../content/applications/finance/esg.rst:274 +msgid "Given the assignation rules above, any purchased **Zenith Pro Computer** will be assigned emission factor **#1**, except if purchased from the **Digital Den**, which will be assigned emission factor **#2**." +msgstr "" + +#: ../../content/applications/finance/esg.rst:279 +msgid "Apply retroactively" +msgstr "" + +#: ../../content/applications/finance/esg.rst:281 +msgid "Once your emission factors are configured with assignation rules, you can also apply them retroactively to past activity data." +msgstr "" + +#: ../../content/applications/finance/esg.rst:284 +msgid "To do so, go to :menuselection:`ESG --> Configuration --> Emission Factors`, select an emission factor, and click :guilabel:`Assign`. Select an :guilabel:`Application Period`, and, if desired, enable the :guilabel:`Replace existing assignations` option." +msgstr "" + +#: ../../content/applications/finance/esg.rst:289 +msgid "Apply emission factors in bulk by selecting multiple emission factors in :icon:`oi-view-list` list view and clicking :icon:`fa-cog` (:guilabel:`Actions`) :menuselection:`--> Assign Emission Factors`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:294 +msgid "Sex parity and pay gap" +msgstr "" + +#: ../../content/applications/finance/esg.rst:296 +msgid "Sex parity tracks the distribution of sexes across the workforce, such as comparing women and men in technical vs. administrative roles, permanent vs. temporary contracts, different office locations, or management vs. non-management positions." +msgstr "" + +#: ../../content/applications/finance/esg.rst:300 +msgid "These insights, based on employee data, are essential for CSRD reporting under ESRS S1 and will also support future VSME standards." +msgstr "" + +#: ../../content/applications/finance/esg.rst:303 +msgid "To view a company's sex parity and pay gap measures, set the sex of each employee by opening the :guilabel:`Employees` app and selecting an employee. Under the :guilabel:`Private Information` tab, select the employee's :guilabel:`Gender`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:307 +msgid "The pay gap is calculated using the wages set on the employees' Payroll contracts for the same jobs." +msgstr "" + +#: ../../content/applications/finance/esg.rst:309 +msgid "Pay gap formula" +msgstr "" + +#: ../../content/applications/finance/esg.rst:311 +msgid "((`Average male salary` – `Average female salary`) / `Average male salary`) × `100`" +msgstr "" + +#: ../../content/applications/finance/esg.rst:313 +msgid "Access the measures by clicking :menuselection:`ESG --> Measure --> Sex Parity / Pay Gap`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:316 +msgid "Use the different :ref:`Group By ` options to break down the data by :guilabel:`Leadership Level`, :guilabel:`Department`, :guilabel:`Job Position`, :guilabel:`Contract Type`, or :guilabel:`Country`." +msgstr "" + +#: ../../content/applications/finance/esg.rst:0 +msgid "The sex parity graph filtering options" +msgstr "" + +#: ../../content/applications/finance/esg.rst:324 +msgid "Initiatives" +msgstr "" + +#: ../../content/applications/finance/esg.rst:326 +msgid "Go to :menuselection:`ESG --> Act --> Initiatives` to access all the :doc:`Project <../services/project>` features, and start taking action on your impact. You can estimate CO₂ savings for each task, track progress, and assign team members with deadlines." +msgstr "" + +#: ../../content/applications/finance/esg.rst:331 +msgid "Estimated CO₂ reductions do not immediately lower your carbon footprint. The real impact shows only when these reductions are reflected in your operations." +msgstr "" + #: ../../content/applications/finance/expenses.rst:7 msgid "Odoo **Expenses** streamlines the management of expenses. After an employee submits their expenses in Odoo, they are reviewed by management and accounting teams. Once approved, payments can then be processed, and disbursed back to the employee for reimbursement." msgstr "" @@ -14859,8 +15730,8 @@ msgid ":doc:`Posting expenses in accounting <../expenses/post_expenses>`" msgstr "" #: ../../content/applications/finance/expenses/reinvoice_expenses.rst:33 -#: ../../content/applications/finance/fiscal_localizations/india.rst:59 -#: ../../content/applications/finance/fiscal_localizations/india.rst:243 +#: ../../content/applications/finance/fiscal_localizations/india.rst:90 +#: ../../content/applications/finance/fiscal_localizations/india.rst:246 msgid "Setup" msgstr "" @@ -15437,7 +16308,6 @@ msgid "Argentina" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:19 msgid "Webinars" msgstr "" @@ -15536,7 +16406,6 @@ msgid "Allows registering withholdings during the payment of an invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:58 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:142 #: ../../content/applications/finance/fiscal_localizations/peru.rst:105 msgid "Configure your company" msgstr "" @@ -16826,10 +17695,10 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:204 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:121 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:195 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:695 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1294 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1691 #: ../../content/applications/finance/fiscal_localizations/peru.rst:823 #: ../../content/applications/finance/fiscal_localizations/peru.rst:996 msgid "Products" @@ -16941,7 +17810,7 @@ msgid "l10n_ar Sales Journal Configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1159 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:716 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1316 msgid "Invoicing flow" msgstr "" @@ -17003,6 +17872,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:34 #: ../../content/applications/finance/fiscal_localizations/france.rst:8 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:8 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:19 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:8 #: ../../content/applications/finance/fiscal_localizations/peru.rst:13 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:10 @@ -17070,15 +17940,6 @@ msgstr "" msgid "Synchronizes all pay runs from :ref:`Employment Hero ` with Odoo's journal entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/australia.rst:42 -#: ../../content/applications/finance/fiscal_localizations/brazil.rst:463 -#: ../../content/applications/finance/fiscal_localizations/ecuador.rst:430 -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 -#: ../../content/applications/finance/fiscal_localizations/germany.rst:6 -#: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:181 -msgid "Accounting" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/australia.rst:45 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:50 msgid "Taxes and GST" @@ -17773,216 +18634,229 @@ msgstr "" msgid "Austria" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:8 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:10 msgid ":ref:`Install ` the following modules to get all the features of the Austrian localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:17 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:19 msgid ":guilabel:`Austria - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:18 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:20 msgid "`l10n_at`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:19 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:21 #: ../../content/applications/finance/fiscal_localizations/romania.rst:19 msgid "Default :ref:`fiscal localization package `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:20 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:22 msgid ":guilabel:`Austria - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:21 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:23 msgid "`l10n_at_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:22 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:24 msgid "Adds localized versions of financial reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:23 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:25 msgid ":guilabel:`Austrian SAF-T Export`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:24 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:26 msgid "`l10n_at_saft`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:25 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:27 msgid "Adds the SAF-T export." msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:28 +msgid ":guilabel:`Austria - Security Regulation for Point of Sale`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:29 +msgid "`l10n_at_pos`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:30 +msgid "Adds RKSV compliance for POS." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:33 msgid ":doc:`Documentation on e-invoicing’s legality and compliance in Austria <../accounting/customer_invoices/electronic_invoicing/austria>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:34 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:41 msgid "The following localized reports are available:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:36 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:43 msgid "Balance sheet according to `§ 224 UGB `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:37 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:44 msgid "Profit and loss according to `§ 231 UGB `_ (Gesamtkostenverfahren)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:40 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:47 msgid ":doc:`Accounting reporting documentation <../accounting/reporting>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:43 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:52 msgid "SAF-T (Standard Audit File for Tax)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:45 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:54 msgid "The Austrian tax office may request a SAF-T. The Austrian SAF-T Export module allows exporting the report in XML format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:51 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:62 msgid "This section explains how to configure the database to ensure all the information required by the SAF-T is available. If anything is missing, a warning message listing which information is needed will be displayed during the export." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:56 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:69 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:190 #: ../../content/applications/finance/fiscal_localizations/chile.rst:67 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:78 #: ../../content/applications/finance/fiscal_localizations/italy.rst:41 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:48 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:43 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:58 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:71 msgid "Open the database :guilabel:`Settings`. Under the :guilabel:`Companies` section, click :guilabel:`Update Info` and ensure the following fields are correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:61 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:74 msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:63 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:76 #: ../../content/applications/finance/fiscal_localizations/chile.rst:75 msgid ":guilabel:`Street`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:64 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:77 #: ../../content/applications/finance/fiscal_localizations/chile.rst:76 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:234 msgid ":guilabel:`City`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:65 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:78 #: ../../content/applications/finance/fiscal_localizations/chile.rst:78 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:236 msgid ":guilabel:`ZIP`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:66 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:79 #: ../../content/applications/finance/fiscal_localizations/chile.rst:79 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:185 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:180 msgid ":guilabel:`Country`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:68 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:81 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:150 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:64 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:187 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:59 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:182 msgid ":guilabel:`Phone`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:69 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:82 msgid ":guilabel:`Company ID` by providing your company's tax ID" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:70 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:83 msgid ":guilabel:`Tax ID` by providing, if you have one, your :abbr:`UID-Nummer (Umsatzsteueridentifikationsnummer)` (including the country prefix)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:74 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:89 msgid "Contact person" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:76 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:91 msgid "At least one **contact person** must be linked to your company in the :guilabel:`Contacts` app, and:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:78 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:93 msgid "Ensure the contact type is set to :guilabel:`Individual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:79 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:94 msgid "Select your company in the :guilabel:`Company name` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:80 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:95 msgid "Provide at least one phone number using the :guilabel:`Phone` or :guilabel:`Mobile` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:83 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:100 msgid "Customer and supplier information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:85 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:102 msgid "Using the :guilabel:`Contacts` app, fill in the :guilabel:`Address` of any partner that appears in your invoices, vendor bills, or payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:88 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:105 msgid "For partners that are companies, fill in the VAT number (including the country prefix) in the :guilabel:`Tax ID` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:92 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:111 #: ../../content/applications/finance/fiscal_localizations/chile.rst:87 msgid "Accounting settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:94 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:113 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Austrian localization` section, fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:97 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:116 msgid ":guilabel:`ÖNACE-Code`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:98 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:117 msgid ":guilabel:`Profit Assessment Method`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:101 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:120 msgid "`ÖNACE information on the Austrian Economic Chambers website `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:105 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:126 msgid "Chart of accounts mapping" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:107 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:128 msgid "The Austrian SAF-T specifications define a chart of accounts (COA). All relevant accounts for the SAF-T export must be annotated with a fitting account from this COA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:110 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:131 msgid "The needed mapping information is supplied by adding tags to the accounts. For example, adding the `1000` tag to an account maps it (virtually) to the SAF-T COA account with the code `1000`. Any number can be used as long as there is an account in the SAF-T COA with that code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:114 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:135 msgid "The :guilabel:`Austria - Accounting` module adds a tag for each SAF-T COA account. Furthermore, it automatically maps many accounts from the default Austrian COA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:117 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:138 msgid "You can try exporting the SAF-T report to check if there are unmapped accounts (or mapped to multiple SAF-T accounts). A warning will be displayed if there is any issue with your configuration or the mapping. Clicking :guilabel:`View Problematic Accounts` lets you view them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:122 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:143 msgid ":doc:`Chart of accounts documentation <../accounting/get_started/chart_of_accounts>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:125 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:148 msgid "Exporting the SAF-T report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:127 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:150 msgid "To export the SAF-T report, go to :menuselection:`Accounting --> Reports --> General Ledger`. Click the right side of the :guilabel:`PDF` button and select :guilabel:`SAF-T`." msgstr "" @@ -17990,6 +18864,171 @@ msgstr "" msgid "The SAF-T button to export the file in XML format" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/austria.rst:159 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:234 +msgid "Point of Sale" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:164 +msgid "RKSV (Registrierkassensicherheitsverordnung)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:166 +msgid "The :abbr:`RKSV (Registrierkassensicherheitsverordnung)` is an Austrian regulation designed to secure cash registers and prevent tax fraud. It requires businesses to use tamper-proof electronic cash register systems, including :doc:`point of sale ` systems." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:171 +msgid "These systems must be equipped with a **Signature Creation Unit (SCU)**, which is responsible for signing each transaction. This ensures that the transaction data cannot be altered. Additionally, the regulation mandates periodic transaction data exports for audit purposes. Odoo provides a compliant solution through `fiskaly `_, a *cloud-based solution*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:181 +msgid ":ref:`Install ` the **Austria - Security Regulation for Point of Sale** (`l10n_at_pos`) module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:185 +msgid "If this module is not listed, :ref:`update the app list `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:192 +msgid "Open the Settings app, navigate to the :guilabel:`Companies` section, and click :icon:`oi-arrow-right` :guilabel:`Update Info` to make sure the :ref:`information ` is up-to-date and correctly filled in." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:196 +msgid "To link your company to Fiskaly and use it in Odoo, open the :guilabel:`Fiskaly` tab and enable :guilabel:`Managed by Odoo` :icon:`fa-toggle-on`, which activates automatic integration management." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:199 +msgid "If a Fiskaly account already exists with its own credentials, disable the toggle and configure the existing :guilabel:`Fiskaly credentials` manually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:203 +msgid "For testing, ensure that :guilabel:`Test Fiskaly` :icon:`fa-toggle-on` is enabled to run the integration without impacting the production server. Since test mode is enabled by default, disable :guilabel:`Test Fiskaly` :icon:`fa-toggle-off` to switch to production mode." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:0 +msgid "Management toggle" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:211 +msgid "Once the credentials have been authenticated, the Fiskaly management option (by Odoo or custom) and the mode (test or production) can no longer be modified." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:214 +msgid "Click :guilabel:`Generate Credentials` to create a new organization in the Fiskaly system and generate the necessary credentials to run the service. Next, click :guilabel:`Authenticate Keys` to validate those credentials." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:221 +msgid "Link a Fiskaly organization to FinanzOnline" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:223 +msgid "To link the Fiskaly organization with the Austrian Ministry of Finance, FinanzOnline credentials must be provided. To do so, fill in the following information in your company's :guilabel:`Fiskaly` tab:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:227 +msgid ":guilabel:`Participant Identifier`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:228 +msgid ":guilabel:`User Identifier`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:229 +msgid ":guilabel:`User Pin`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:232 +msgid "FinanzOnline credentials can be accessed through an existing account or by `creating a new one `_ if it has not yet been set up." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:236 +msgid "Random credentials can be used in **test mode**, but valid credentials are required in **production mode**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:239 +msgid "Click :guilabel:`Authenticate FON` to link your Fiskaly organization to the Austrian Ministry of Finance and start regular :doc:`point of sale ` operations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:245 +msgid "Digitally signatured receipts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:247 +msgid "To ensure the integrity and authenticity of the receipts, the system automatically signs them using the :abbr:`SCU (Signature Creation Unit)` in a background process. The receipt then displays an encrypted signature as a QR code containing the receipt number and information about the SCU used to sign it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:253 +msgid "If the :abbr:`SCU (Signature Creation Unit)` is unavailable, receipts may not include a QR code; in such cases:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:256 +msgid "Make sure the receipt includes a :guilabel:`Sicherheitseinrichtung ausgefallen` message, indicating that the system is linked to Fiskaly services, but the SCU is temporarily unavailable." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:259 +msgid "If this message is missing from the receipt, it indicates no connection to Fiskaly services." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:261 +msgid "Orders that remain unsigned due to SCU unavailability can be signed manually. To do so, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:264 +msgid "Go to :menuselection:`Point of Sale --> Orders --> Orders`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:265 +msgid "To identify unsigned orders, click the :icon:`oi-settings-adjust` :guilabel:`(adjust settings)` icon in the :guilabel:`Orders` list view to reveal the :guilabel:`Receipt Signed?` column." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:268 +msgid "Select the unsigned orders, click :icon:`fa-cog` :guilabel:`Actions`, and select :guilabel:`Sign Order`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:274 +msgid "DEP7 export" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:276 +msgid "The exported :abbr:`DEP7 (Digitale Schnittstelle der Finanzverwaltung für Kassensysteme)` file allows authorities to verify transactions and ensure compliance with anti-fraud measures. Businesses must periodically generate it for audit purposes and submit it to the Austrian tax authorities upon request." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:281 +msgid "To generate it, go to :menuselection:`Point of Sale --> Reporting --> DEP7 Reports`, and, in the :guilabel:`DEP7 Reports`, fill in the following mandatory fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:284 +msgid ":guilabel:`Start Datetime`: Exports data with dates on or after the start date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:285 +msgid ":guilabel:`End Datetime`: Exports data with dates on or before the end date." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:286 +msgid ":guilabel:`Point of Sale`: Specify from which point of sale(s) data must be exported." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:288 +msgid "Then, click :guilabel:`Print` to download the PDF file with DEP7 data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:-1 +msgid "DEP7 Reports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:296 +msgid "Monthly / Yearly closing receipts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:298 +msgid "To print monthly/yearly closing receipts, :ref:`start a session ` from the **POS dashboard** and click :guilabel:`Open Register` on the related point of sale. Click the :icon:`oi-view-list` :guilabel:`(list view)` icon in the top-right corner and select :guilabel:`Montly/Yearly Receipts`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:303 +msgid "The last month is selected by default in the :guilabel:`Print closing receipts` window. To change it, select :guilabel:`Monthly` or :guilabel:`Yearly`, then click the :icon:`fa-calendar-o` :guilabel:`(calendar)` icon to select the desired month/year." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/belgium.rst:3 msgid "Belgium" msgstr "" @@ -18162,40 +19201,39 @@ msgid "Restaurant expenses" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:143 -msgid "In Belgium, 31% of **restaurant** expenses are non-deductible. Create a new **disallowed expenses category** and set both :guilabel:`Related Account(s)` and :guilabel:`Current Rate`." +msgid "In Belgium, 69% of **restaurant** expenses are deductible. Create a new **disallowed expenses category** and set both :guilabel:`Related Account(s)` and :guilabel:`Current Rate`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:149 +msgid "Car expenses: vehicle split" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:151 +msgid "In Belgium, the deductible percentage varies from car to car and, therefore, should be indicated for each vehicle. To do so, open :menuselection:`Fleet` and select a vehicle. In the :guilabel:`Tax info` tab, go to the :guilabel:`Deductibility Rates` section and click on :guilabel:`Add a line`. Add a :guilabel:`Start Date` and a :guilabel:`%`. The amounts go in the same account for all car expenses." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:157 +msgid "When you create a bill for car expenses, you can link each expense to a specific car by filling the :guilabel:`Vehicle` column, so the right percentage is applied." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:-1 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:-1 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:-1 msgid "Disallowed expenses categories" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:152 -msgid "Car expenses: vehicle split" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:154 -msgid "In Belgium, the deductible percentage varies from car to car and, therefore, should be indicated for each vehicle. To do so, open :menuselection:`Fleet` and select a vehicle. In the :guilabel:`Tax info` tab, go to the :guilabel:`Disallowed Expenses Rate` section and click on :guilabel:`Add a line`. Add a :guilabel:`Start Date` and a :guilabel:`%`. The amounts go in the same account for all car expenses." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:160 -msgid "When you create a bill for car expenses, you can link each expense to a specific car by filling the :guilabel:`Vehicle` column, so the right percentage is applied." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:166 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:163 msgid "The :guilabel:`vehicle split` option available in the disallowed expenses report allows you to see the rate and disallowed amount for each car." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:175 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:172 msgid "Fee form 281.50 and form 325" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:180 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:177 msgid "Fee form 281.50" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:182 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:179 msgid "Annually, a **281.50 fee form** must be reported to the fiscal authorities. To do so, the tag `281.50` must be added on the **contact form** of the entities concerned by the **281.50** fee. To add the tag, open :menuselection:`Contacts`, select the person or company you want to create a **281.50 fee form** for, and add the `281.50` tag in the :guilabel:`Tags` field." msgstr "" @@ -18203,19 +19241,19 @@ msgstr "" msgid "add the tag 281.50 on a contact form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:191 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:188 msgid "Make sure the **street, zip code, country**, and **VAT number** are also informed on the **Contact form**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:194 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:191 msgid "Then, depending on the nature of the expense, add the corresponding `281.50` tag on the impact accounts. To do so, go to :menuselection:`Accounting --> Configuration --> Accounting: Chart of Accounts`, and click on :guilabel:`Setup` to add the corresponding `281.50` tag on the impacted accounts, i.e., :guilabel:`281.50 - Commissions`, depending on the nature of the expense." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:202 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:199 msgid "Form 325" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:204 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:201 msgid "You can create a **325 form** by going to :menuselection:`Accounting --> Reporting --> Belgium: Create 325 form`. A new page pops up: select the right options and click :guilabel:`Generate 325 form`. To open an already generated **325 form**, go to :menuselection:`Accounting --> Reporting --> Belgium: Open 325 forms`." msgstr "" @@ -18223,15 +19261,15 @@ msgstr "" msgid "Add the tag 281-50 on a contact form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:215 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:212 msgid "CODA and SODA statements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:220 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:217 msgid "CODA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:222 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:219 msgid "**CODA** is an electronic XML format used to import Belgian bank statements. You can download CODA files from your bank and import them directly into Odoo by clicking :guilabel:`Import file` from your :guilabel:`Bank` journal on your dashboard." msgstr "" @@ -18239,19 +19277,19 @@ msgstr "" msgid "Import CODA files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:230 -msgid ":ref:`Import bank files `" +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:227 +msgid ":ref:`Import bank files `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:235 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:232 msgid "SODA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:237 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:234 msgid "**SODA** is an electronic XML format used to import accounting entries related to salaries. SODA files can be imported into the journal you use to record salaries by going to your Accounting **dashboard** and clicking :guilabel:`Upload` in the related journal card form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:241 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:238 msgid "Once your **SODA** files are imported, the entries are created automatically in your salary journal." msgstr "" @@ -18259,101 +19297,101 @@ msgstr "" msgid "Import SODA files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:249 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:246 msgid "CodaBox" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:251 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:248 msgid "**CodaBox** is a service that allows Belgian companies and accounting firms to access bank information and statements. Odoo provides a way to import such statements automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:257 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:254 msgid "To configure and use Codabox, first :ref:`install ` the :guilabel:`CodaBox` module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:259 msgid "Configure the Connection" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:263 msgid "For companies" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:269 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 msgid "Make sure the :doc:`company settings ` are correctly configured, i.e., the country is set to :guilabel:`Belgium` and the :guilabel:`Tax ID` or :guilabel:`Company ID` field is filled." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:273 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:270 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:299 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the :guilabel:`CodaBox & SODA` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:275 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:272 msgid "Click on :guilabel:`Manage Connection` to open the connection wizard, which shows the :guilabel:`Company VAT/ID` number that will be used for the connection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:277 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 msgid "If this is your **first connection**, click on :guilabel:`Create connection`. The wizard confirms that the connection has been created on **Odoo's side**. Follow the steps to validate the connection on **CodaBox's side** too." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:281 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 msgid "If this is **not your first connection**, the :guilabel:`Password` provided by Odoo during the first connection will be requested to create a new connection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:285 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:282 msgid "This :guilabel:`Password` is unique to Odoo and must be stored securely on your side." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:285 msgid "For accounting firms" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:287 msgid "Accounting firms must manage their clients on separate databases and configure them individually to avoid mixing up their data. The connection must be made by an accounting firm with valid CodaBox Connect credentials. In the following instructions, we will refer to your client's company as *Company* and to your accounting firm as *Accounting Firm*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:297 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:294 msgid "Make sure the :doc:`company settings ` are correctly configured, i.e., the country is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` or :guilabel:`Company ID` and :guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:301 msgid "Click on :guilabel:`Manage Connection` to open the connection wizard, which shows the :guilabel:`Accounting Firm VAT` number and the :guilabel:`Company VAT/ID` number that will be used for the connection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 msgid "If this is your **first connection**, click on :guilabel:`Create connection`. The wizard confirms that the connection has been created on **Odoo's side**. Follow the steps to validate the connection on **CodaBox's side**, too." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:311 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 msgid "If this is **not your first connection**, the :guilabel:`Accounting Firm Password` provided by Odoo during the first connection will be requested to create a new connection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:312 msgid "This :guilabel:`Accounting Firm Password` is unique to Odoo and must be stored securely on your side." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:315 msgid "The :guilabel:`Status` should have now switched to :guilabel:`Connected`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:321 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:318 msgid "Configure the journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:325 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:357 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:322 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:354 msgid "For CODA files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:327 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:324 msgid ":doc:`Create a new bank journal <../accounting/bank>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:328 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:325 msgid "Set the right IBAN in the :guilabel:`Account Number` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 msgid "Select :guilabel:`CodaBox synchronization` as the :guilabel:`Bank Feed`." msgstr "" @@ -18361,24 +19399,24 @@ msgstr "" msgid "Configuration of a CODA journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 msgid "When working with bank transactions that use different currencies, it is recommended to create multiple journals with the same bank account but different currencies." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:339 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:363 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:360 msgid "For SODA files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 msgid "Create a new miscellaneous journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:342 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:339 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the :guilabel:`CodaBox` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:344 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 msgid "Select the journal you just created in the SODA journal field." msgstr "" @@ -18386,251 +19424,320 @@ msgstr "" msgid "Configuration of a SODA journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:348 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:492 msgid "Synchronization" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:350 msgid "Once the connection is established, Odoo can be synchronized with CodaBox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:359 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 msgid "CODA files are automatically imported from CodaBox every 12 hours. You do not have to do anything. However, if you wish, it can also be done manually, by clicking on :guilabel:`Fetch from CodaBox` in the Accounting Dashboard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:365 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:362 msgid "SODA files are automatically imported from CodaBox once a day as a draft. You do not have to do anything. However, if you wish, it can also be done manually by clicking on :guilabel:`Fetch from CodaBox` in the Accounting Dashboard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:369 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:366 msgid "By default, if an account in the SODA file is not mapped to an account in Odoo, the Suspense Account (499000) is used, and a note is added to the created journal entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:373 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 msgid "You can access the mapping between the SODA and Odoo accounts by going to :menuselection:`Accounting --> Configuration --> Settings` and clicking on the :guilabel:`Open SODA Mapping` button in the :guilabel:`CodaBox` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:379 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:376 msgid "Potential issues" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:381 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 msgid "**CodaBox is not configured. Please check your configuration.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:383 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:380 msgid "Either the :guilabel:`Company VAT` or the :guilabel:`Accounting Firm VAT` is not set." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:382 msgid "**No connection exists with these accounting firms and company VAT numbers.** **Please check your configuration.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 msgid "This can happen when checking the connection status, and the :guilabel:`Accounting Firm VAT` and :guilabel:`Company VAT` combination still needs to be registered. This may happen if you have changed the :guilabel:`Company VAT` after the connection was established. For security reasons, you have to :ref:`recreate a connection ` for this :guilabel:`Company VAT`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:394 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 msgid "**It seems that your CodaBox connection is not valid anymore. Please connect again.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:396 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:393 msgid "This can happen if you revoke Odoo's access to your CodaBox account or still need to complete the configuration process. In this case, you must revoke the connection and create a new one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:399 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:396 msgid "**The provided password is not valid for this accounting firm.** **You must reuse the password you received from Odoo during your first connection.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:402 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:399 msgid "The password you provided is different from the one you received from Odoo during your first connection. You must use the password you received from Odoo during your first connection to create a new connection for this accounting firm. If you have lost your password, you must first revoke the Odoo connection on CodaBox's side (i.e., on your myCodaBox portal). Then, you can revoke the connection on Odoo's side and :ref:`create a new one `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:409 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:406 msgid "**It seems that the company or accounting firm VAT number you provided is not valid.** **Please check your configuration.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:412 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:409 msgid "Either the :guilabel:`Company VAT` or the :guilabel:`Accounting Firm VAT` is not in a valid Belgian format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:415 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:412 msgid "**It seems that the accounting firm VAT number you provided does not exist in CodaBox.** **Please check your configuration.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:415 msgid "The :guilabel:`Accounting Firm VAT` number you provided is not registered in CodaBox. You may not have a valid CodaBox license linked to this VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 msgid "**It seems you have already created a connection to CodaBox with this accounting firm.** **To create a new connection, you must first revoke the old one on myCodaBox portal.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:424 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 msgid "You must go to your myCodaBox portal and revoke Odoo's access to your CodaBox account. Then, you can :ref:`create a new connection ` on Odoo's side." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:429 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:426 msgid "To revoke the connection between Odoo and CodaBox, go to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the :guilabel:`CodaBox` section, click on :guilabel:`Manage Connection`, then click on :guilabel:`Revoke`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:435 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:153 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:312 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:434 +msgid "Codaclean" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +msgid "**Codaclean** is a service that allows Belgian companies and accounting firms to access bank information and statements. Odoo provides a way to import such statements and their transactions automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:446 +msgid "Make sure to :ref:`install ` the :guilabel:`Codaclean` (`l10n_be_codaclean`) module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 +msgid "Connection with Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:455 +msgid "To connect Odoo with Codaclean, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:457 +msgid "Open the Settings app, navigate to the :ref:`Companies ` section, and click :icon:`oi-arrow-right` :guilabel:`Manage Companies` to make sure the company's :guilabel:`Country` is set to :guilabel:`Belgium`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:460 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll to the :guilabel:`Codaclean` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:462 +msgid "Click :guilabel:`Manage Connection` to open the connection wizard, enter the Codaclean :guilabel:`Username` and :guilabel:`Password` and click :guilabel:`Connect`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:465 +msgid "The :guilabel:`Status` is updated to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:468 +msgid "Once the connection is established, the :guilabel:`Manage Connection` wizard provides two options:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:470 +msgid "Update Codaclean credentials: Enter the new :guilabel:`Username` and :guilabel:`Password`, then click :guilabel:`Change Credentials`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 +msgid "Remove Codaclean connection: Click :guilabel:`Disconnect`; no :guilabel:`Username` or :guilabel:`Password` is required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 +msgid "Journal creation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:480 +msgid "A specific bank journal must be created for Codaclean synchronization. To do so, :doc:`create a new bank journal <../accounting/bank>`, make sure to enter the correct IBAN in the :guilabel:`Bank Account Number` field, and select :guilabel:`Codaclean Syncronization` in the :guilabel:`Bank Feeds` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:486 +msgid "For bank transactions in different currencies, it is recommended to create a separate journal for each currency, using the same bank account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:494 +msgid "Once the connection is established, Odoo is synchronized with Codaclean, and new CODA files received via Codaclean are checked every twelve hours." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:498 +msgid "To manually check for new CODA files, go to the Accounting Dashboard and click :guilabel:`Fetch from Codaclean` on the relevant :ref:`journal ` ." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:148 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:362 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:425 msgid "Electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:437 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 msgid "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing format. To enable it for a customer, go to :menuselection:`Accounting --> Customers --> Customers`, open their contact form, and under the :guilabel:`Accounting` tab, select the :guilabel:`Peppol BIS Billing 3.0` format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:442 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:302 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:447 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 #: ../../content/applications/finance/fiscal_localizations/canada.rst:257 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:400 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:449 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "In Belgium, if an early payment discount is offered on an invoice, the tax is calculated based on the discounted total amount, whether the customer benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:452 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:519 msgid "To apply the right tax amount and report it correctly in your VAT return, set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:456 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:523 #: ../../content/applications/finance/fiscal_localizations/canada.rst:263 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:406 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:461 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 msgid "In Belgium, the owner of a cooking business such as a restaurant or food truck is required by law to use a government-certified **Cash Register System** for their receipts. This applies if their yearly earnings (excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "This government-certified system entails the use of a :ref:`certified POS system `, along with a device called a :ref:`Fiscal Data Module ` (or **black box**) and a :ref:`VAT Signing Card `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:539 msgid "Do not forget to register as *foodservice industry manager* on the `Federal Public Service Finance registration form `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:480 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:547 msgid "The Odoo POS system is certified for databases hosted on **Odoo Online**, **Odoo.sh**, and **On-Premise**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:484 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:551 msgid ":doc:`/administration/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:486 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:553 msgid "A `certified POS system `_ must adhere to rigorous government regulations, which means it operates differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:490 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:557 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:492 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:559 msgid "Set up and use the **global discounts** feature (the `pos_discount` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:494 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:561 msgid "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:496 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:563 msgid "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:497 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:498 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:565 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:566 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:567 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:569 msgid "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:572 msgid "Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and from the :guilabel:`Accounting` section, open the :guilabel:`Default Sales Tax` form by clicking the arrow next to the default sales tax field. There, click :guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:509 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:576 msgid "At the start of a POS session, users must click :guilabel:`Work in` to clock in. Doing so allows the registration of POS orders. If users are not clocked in, they cannot make POS orders. Likewise, they must click :guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:514 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:581 msgid "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:587 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:589 msgid "An FDM, or **black box**, is a government-certified device that works together with the Point of Sale application and saves your POS orders information. Concretely, a **hash** (:dfn:`unique code`) is generated for each POS order and added to its receipt. This allows the government to verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:595 msgid "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC04 `_ is supported by Odoo. `Contact the manufacturer (GCV BMC) `_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:603 msgid "Before setting up your database to work with an FDM, ensure you have the following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:605 msgid "a **Boîtenoire.be** (certificate number BMC04) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:539 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:606 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:540 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:607 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:608 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:542 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:609 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:547 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:614 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:549 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:616 msgid "As a pre-requisite, :ref:`activate ` the `Belgian Registered Cash Register` module (technical name: `pos_blackbox_be`)." msgstr "" @@ -18638,7 +19745,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:555 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:622 msgid "Once the module is activated, add your VAT number to your company information. To set it up, go to :menuselection:`Settings --> Companies --> Update Info`, and fill in the :guilabel:`VAT` field. Then, enter a national registration number for every staff member who operates the POS system. To do so, go to the :guilabel:`Employees` app and open an employee form. There, go to :menuselection:`HR settings tab --> Attendance/Point of Sale`, and fill in the :guilabel:`INSZ or BIS number` field." msgstr "" @@ -18646,35 +19753,35 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:565 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:632 msgid "To input your information, click on your avatar, go to :menuselection:`My Profile --> Preference tab`, and enter your INSZ or BIS number in the designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:569 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:636 msgid "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the production database. Utilizing it in a testing environment may result in incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:642 msgid "IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:644 msgid "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered IoT Box. To register your IoT box, you must contact us through our `support contact form `_ and provide the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:581 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:648 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:582 -msgid "your company's name, address, and legal structure; and" +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:649 +msgid "your company's name, address, and legal structure;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 -msgid "the Mac address of your IoT Box." +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:650 +msgid "the identifier of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:652 msgid "Once your IoT box is certified, :doc:`connect <../../general/iot/connect>` it to your database. To verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the :guilabel:`IOT Device` section, which should display the FDM." msgstr "" @@ -18682,19 +19789,19 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:592 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:659 msgid "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, select your POS, scroll down to the :guilabel:`Connected Device` section, and enable :guilabel:`IoT Box`. Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:597 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:664 msgid "To be able to use an FDM, you must at least connect one :guilabel:`Receipt Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:602 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:669 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:604 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:671 msgid "When you open a POS session and make your initial transaction, you are prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`. The card is delivered by the :abbr:`FPS (Service Public Federal Finances)` upon `registration `_." msgstr "" @@ -18864,6 +19971,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:91 #: ../../content/applications/finance/fiscal_localizations/france.rst:48 #: ../../content/applications/finance/fiscal_localizations/jordan.rst:38 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:111 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:38 msgid "Localization overview" msgstr "" @@ -18930,7 +20038,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:739 #: ../../content/applications/finance/fiscal_localizations/chile.rst:236 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1099 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:53 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:48 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:42 msgid ":guilabel:`Name`" msgstr "" @@ -18940,13 +20048,13 @@ msgid ":guilabel:`Address`: add :guilabel:`City`, :guilabel:`State`, :guilabel:` msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:141 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:57 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:52 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:46 msgid "In the :guilabel:`Street` field, enter the street name, number, and any additional address information." msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:143 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:59 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:54 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:48 msgid "In the :guilabel:`Street 2` field, enter the neighborhood." msgstr "" @@ -19472,7 +20580,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:598 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:367 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:346 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:497 msgid "Credit notes" msgstr "" @@ -19503,7 +20611,7 @@ msgid "Only the products included in the original invoice can be included in the msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:554 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:263 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:258 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:221 msgid "Invoice cancellation" msgstr "" @@ -19646,6 +20754,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:703 #: ../../content/applications/finance/fiscal_localizations/france.rst:597 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1339 msgid "Point of sale" msgstr "" @@ -19662,9 +20771,9 @@ msgid ":guilabel:`Next number`: the next NFC-e number in the sequence to be issu msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:717 -#: ../../content/applications/finance/fiscal_localizations/india.rst:115 -#: ../../content/applications/finance/fiscal_localizations/india.rst:288 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:218 +#: ../../content/applications/finance/fiscal_localizations/india.rst:133 +#: ../../content/applications/finance/fiscal_localizations/india.rst:287 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:213 msgid "Workflow" msgstr "" @@ -20434,6 +21543,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:271 #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:101 #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:186 +#: ../../content/applications/finance/fiscal_localizations/india.rst:44 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:86 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:230 msgid ":guilabel:`Company Name`" @@ -20445,7 +21555,7 @@ msgid ":guilabel:`Address`:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:77 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:186 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:181 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:235 msgid ":guilabel:`State`" msgstr "" @@ -20663,7 +21773,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:220 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:560 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:782 #: ../../content/applications/finance/fiscal_localizations/peru.rst:283 msgid "Multicurrency" msgstr "" @@ -21005,8 +22115,8 @@ msgid "Crossed referenced document(s)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:512 -#: ../../content/applications/finance/fiscal_localizations/india.rst:137 -#: ../../content/applications/finance/fiscal_localizations/india.rst:318 +#: ../../content/applications/finance/fiscal_localizations/india.rst:153 +#: ../../content/applications/finance/fiscal_localizations/india.rst:301 msgid "Invoice PDF report" msgstr "" @@ -21377,7 +22487,7 @@ msgid "Odoo automatically updates the *DTE Status* every night using a scheduled msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:801 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:735 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1606 msgid "Delivery guide" msgstr "" @@ -22147,9 +23257,9 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 #: ../../content/applications/finance/fiscal_localizations/france.rst:406 #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:182 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:181 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:177 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:176 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1260 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:225 msgid "Contacts" @@ -24389,7 +25499,7 @@ msgid ":doc:`Install ` the :guilabel:`France msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:104 -msgid ":ref:`Register ` with Peppol, as invoices are sent from Odoo to Chorus Pro via the :ref:`Peppol ` network." +msgid ":ref:`Register ` with Peppol, as invoices are sent from Odoo to Chorus Pro via the :ref:`Peppol ` network." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:106 @@ -24409,39 +25519,39 @@ msgid "To submit invoices to Chorus Pro, configure the relevant customers' conta msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:122 -msgid "Ensure the :guilabel:`Country` field is completed, then select :guilabel:`VAT` as the :guilabel:`Identification Number` and enter the corresponding number." +msgid "Verify the :guilabel:`Country` and :guilabel:`VAT` fields are filled out." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:124 +#: ../../content/applications/finance/fiscal_localizations/france.rst:123 msgid "In the :guilabel:`Sales & Purchase` tab, ensure the :guilabel:`SIRET` field is completed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:125 +#: ../../content/applications/finance/fiscal_localizations/france.rst:124 msgid "In the :guilabel:`Accounting` tab, fill in the following fields in the :guilabel:`Customer Invoices` section:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:128 +#: ../../content/applications/finance/fiscal_localizations/france.rst:127 msgid ":guilabel:`eInvoice format`: Select :guilabel:`BIS Billing 3.0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:129 +#: ../../content/applications/finance/fiscal_localizations/france.rst:128 msgid "Make sure :guilabel:`France SIRET` is selected in the next field, then type `11000201100044`, the reference used by Chorus Pro." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:135 +#: ../../content/applications/finance/fiscal_localizations/france.rst:134 msgid "Sending invoices to Chorus Pro" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:137 +#: ../../content/applications/finance/fiscal_localizations/france.rst:136 msgid "To send invoices to Chorus Pro, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:139 +#: ../../content/applications/finance/fiscal_localizations/france.rst:138 msgid "Go to :menuselection:`Accounting --> Customers --> Invoices` and open or create the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:140 -msgid "Make sure the following fields are filled in the :guilabel:`Other Info` tab:" +#: ../../content/applications/finance/fiscal_localizations/france.rst:139 +msgid "In the :guilabel:`Other Info` tab, make sure the following fields are filled in the :guilabel:`Chorus Pro` section:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:142 @@ -24461,7 +25571,7 @@ msgid "Confirm the invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:147 -msgid "Click :guilabel:`Send` and, in the :guilabel:`Print & Send` window, enable :guilabel:`By Peppol`." +msgid "Click :guilabel:`Send` and, in the :guilabel:`Send` window, enable :guilabel:`By Peppol`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:148 @@ -24474,7 +25584,7 @@ msgid "Once the invoice is sent, the Peppol status of the invoice is updated to msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:153 -msgid ":ref:`Peppol `" +msgid ":ref:`Peppol `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:158 @@ -25096,8 +26206,8 @@ msgid "**75%**" msgstr "" #: ../../content/applications/finance/fiscal_localizations/france.rst:397 -#: ../../content/applications/finance/fiscal_localizations/india.rst:188 -#: ../../content/applications/finance/fiscal_localizations/india.rst:202 +#: ../../content/applications/finance/fiscal_localizations/india.rst:191 +#: ../../content/applications/finance/fiscal_localizations/india.rst:205 msgid "**Total**" msgstr "" @@ -25574,7 +26684,7 @@ msgid "If you do not have the DATEV Belegtransfer software installed on your com msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:62 -msgid "The DATEV ATCH ZIP file includes the files (reports) linked to an Odoo invoice or bill. For customer invoices, the file must have been generated by using the :guilabel:`Print & Send` button. For vendor bills, the file must have been received via an email alias or uploaded by using the :guilabel:`Upload` button." +msgid "The DATEV ATCH ZIP file includes the files (reports) linked to an Odoo invoice or bill. For customer invoices, the file must have been generated by using the :guilabel:`Send` button. For vendor bills, the file must have been received via an email alias or uploaded by using the :guilabel:`Upload` button." msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:67 @@ -25798,10 +26908,6 @@ msgstr "" msgid "In the event of an infringement, you can expect a fine and a court order demanding the implementation of specific measures." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:234 -msgid "Point of Sale" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/germany.rst:237 msgid "Technical security system" msgstr "" @@ -26074,7 +27180,9 @@ msgid "Odoo automatically installs the base module **Guatemala - Accounting** wh msgstr "" #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:96 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/india.rst:39 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:145 #: ../../content/applications/finance/fiscal_localizations/romania.rst:49 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:81 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:37 @@ -26082,12 +27190,14 @@ msgid "Company" msgstr "" #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:98 +#: ../../content/applications/finance/fiscal_localizations/india.rst:41 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:83 msgid "To configure your company information, open the **Settings** app, scroll down to the :guilabel:`Companies` section, click :guilabel:`Update Info`, and configure the following:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:102 #: ../../content/applications/finance/fiscal_localizations/guatemala.rst:187 +#: ../../content/applications/finance/fiscal_localizations/india.rst:45 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:87 msgid ":guilabel:`Address`, including the :guilabel:`Street`, :guilabel:`City`, :guilabel:`State`, :guilabel:`ZIP`, and :guilabel:`Country`" msgstr "" @@ -26538,7 +27648,7 @@ msgid ":guilabel:`Indian E-waybill`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:26 -msgid "`l10n_in_edi_ewaybill`" +msgid "`l10n_in_ewaybill`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:27 @@ -26558,74 +27668,90 @@ msgid ":ref:`E-waybill creation from the Inventory app `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:31 -msgid ":guilabel:`Indian - Check GST Number Status`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:32 -msgid "`l10n_in_gstin_status`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:33 -msgid ":ref:`Indian Check GST Number Status `" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:34 -msgid ":guilabel:`Indian - GSTR India eFiling`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:35 -msgid "`l10n_in_reports_gstr`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:36 -msgid ":ref:`Indian GST Return filing `" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:37 msgid ":guilabel:`Indian - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:38 +#: ../../content/applications/finance/fiscal_localizations/india.rst:32 msgid "`l10n_in_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:39 -msgid ":ref:`Indian tax reports `" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:-1 -msgid "Indian localization modules" +#: ../../content/applications/finance/fiscal_localizations/india.rst:33 +msgid "Adds the :ref:`Indian GST Return filing ` and the :ref:`Indian Tax reports `." msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:47 +msgid ":guilabel:`PAN`: essential for determining the type of taxpayer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:48 +msgid ":guilabel:`GSTIN`: necessary for generating e-Invoices, E-waybills and filing GST returns." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:53 msgid "Indian Configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:49 -msgid "In :menuselection:`Settings --> Users & Companies --> Companies`, add your :guilabel:`PAN` and :guilabel:`GSTIN`. The PAN is essential for determining the type of taxpayer, while GSTIN is required for generating e-Invoices and E-waybills." +#: ../../content/applications/finance/fiscal_localizations/india.rst:55 +msgid "The **Indian Integration** section provides essential taxation and compliance features to simplify financial operations. To enable these features, navigate to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the :guilabel:`Indian Integration` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:54 -msgid "e-Invoice system" +#: ../../content/applications/finance/fiscal_localizations/india.rst:-1 +msgid "Indian Integration Section" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:56 -msgid "Odoo is compliant with the **Indian Goods and Services Tax (GST) e-Invoice system** requirements." +#: ../../content/applications/finance/fiscal_localizations/india.rst:62 +msgid ":guilabel:`TDS/TCS`: Activate this to enable :ref:`TDS/TCS ` functionality along with account-based TDS/TCS section suggestions." msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:64 -msgid "NIC e-Invoice registration" +msgid ":guilabel:`Registered Under GST`: Select this if your business is registered under GST to access GST-related features, including e-invoice, e-waybill, GST e-filing, fetch vendor e-invoiced document and check GST number status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:66 -msgid "You must register on the :abbr:`NIC (National Informatics Centre)` e-Invoice portal to get your **API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app `." +#: ../../content/applications/finance/fiscal_localizations/india.rst:67 +msgid ":guilabel:`E-Invoicing`: Connects to the :ref:`e-invoice ` :abbr:`NIC (National Informatics Center)` portal to submit invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:70 -msgid "Log in to the `NIC e-Invoice portal `_ by clicking :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`;" +#: ../../content/applications/finance/fiscal_localizations/india.rst:69 +msgid ":guilabel:`E-Way bill`: Connects to the :ref:`e-waybill ` :abbr:`NIC (National Informatics Center)` portal to generate e-waybills." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:71 +msgid ":guilabel:`GST E-Filing & Matching`: Enable the feature to facilitate :ref:`GST return filing ` and connect with the GST portal to submit GSTR-1 and retrieve GSTR-2B." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:73 +msgid ":guilabel:`Check GST Number Status`: Enable to verify :ref:`GSTIN Status `." msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:74 +msgid ":guilabel:`Fetch Vendor E-Invoiced Document`: Helps in creating draft vendor bills using e-invoice data submitted by vendors on GST portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:78 +msgid "Check the :guilabel:`Production Environment` checkbox to start using Indian services in the production environment. If you want to use the testing environment then keep the checkbox unchecked." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:85 +msgid "e-Invoice system" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:87 +msgid "Odoo is compliant with the **Indian Goods and Services Tax (GST) e-Invoice system** requirements." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:95 +msgid "NIC e-Invoice registration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:97 +msgid "You must register on the :abbr:`NIC (National Informatics Centre)` e-Invoice portal to get your **API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:101 +msgid "Log in to the `NIC e-Invoice portal `_ by clicking :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`;" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:105 msgid "If you are already registered on the NIC portal, you can use the same login credentials." msgstr "" @@ -26633,15 +27759,15 @@ msgstr "" msgid "Register Odoo ERP system on e-invoice web portal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:79 +#: ../../content/applications/finance/fiscal_localizations/india.rst:110 msgid "From the dashboard, go to :menuselection:`API Registration --> User Credentials --> Create API User`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:81 +#: ../../content/applications/finance/fiscal_localizations/india.rst:112 msgid "After that, you should receive an :abbr:`OTP (one-time password)` code on your registered mobile number. Enter the OTP code and click :guilabel:`Verify OTP`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:83 +#: ../../content/applications/finance/fiscal_localizations/india.rst:114 msgid "Select :guilabel:`Through GSP` for the API interface, set :guilabel:`Tera Software Limited` as GSP, and type in a :guilabel:`Username` and :guilabel:`Password` for your API. Once it is done, click :guilabel:`Submit`." msgstr "" @@ -26649,213 +27775,183 @@ msgstr "" msgid "Submit API specific Username and Password" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:93 -#: ../../content/applications/finance/fiscal_localizations/india.rst:276 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:136 +#: ../../content/applications/finance/fiscal_localizations/india.rst:124 +#: ../../content/applications/finance/fiscal_localizations/india.rst:279 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:131 #: ../../content/applications/finance/payment_providers/paypal.rst:42 msgid "Configuration in Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:95 -msgid "To enable the e-Invoice service in Odoo, go to :menuselection:`Accounting --> Configuration --> Settings --> Indian Electronic Invoicing`, and enter the :guilabel:`Username` and :guilabel:`Password` previously set for the API." +#: ../../content/applications/finance/fiscal_localizations/india.rst:126 +msgid "To enable the e-Invoice service in Odoo, :ref:`activate ` the :guilabel:`E-Invoicing` feature and enter the :guilabel:`Username` and :guilabel:`Password` previously set for the API." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/india.rst:138 #: ../../content/applications/finance/fiscal_localizations/india.rst:-1 -msgid "Setup e-invoice service" +msgid "Generate e-Invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:107 -msgid "To automatically send e-Invoices to the NIC e-Invoice portal, you must first configure your *sales* journal by going to :menuselection:`Accounting --> Configuration --> Journals`, opening your *sales* journal, and in the :guilabel:`Advanced Settings` tab, under :guilabel:`Electronic Data Interchange`, enable :guilabel:`E-Invoice (IN)` and save." +#: ../../content/applications/finance/fiscal_localizations/india.rst:140 +msgid "Once an invoice is confirmed, click the :guilabel:`Send` button to open the wizard. Select :guilabel:`E-Invoicing`, then click the :guilabel:`Generate` button. Odoo will upload the JSON-signed file of the invoice to the NIC e-Invoice portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:120 -#: ../../content/applications/finance/fiscal_localizations/india.rst:304 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:431 -msgid "Invoice validation" +#: ../../content/applications/finance/fiscal_localizations/india.rst:148 +msgid "You can find the JSON-signed file and check the e-Invoicing status in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:122 -msgid "Once an invoice is validated, a confirmation message is displayed at the top. Odoo automatically uploads the JSON-signed file of validated invoices to the NIC e-Invoice portal after some time. If you want to process the invoice immediately, click :guilabel:`Process now`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:-1 -msgid "Indian e-invoicing confirmation message" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:130 -#: ../../content/applications/finance/fiscal_localizations/india.rst:313 -msgid "You can find the JSON-signed file in the attached files in the chatter." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:131 -msgid "You can check the document's :abbr:`EDI (electronic data interchange)` status under the :guilabel:`EDI Document` tab or the :guilabel:`Electronic invoicing` field of the invoice." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:139 -msgid "Once an invoice is validated and submitted, the invoice PDF report can be printed. The report includes the :abbr:`IRN (Invoice Reference Number)`, :guilabel:`Ack. No` (acknowledgment number) and :guilabel:`Ack. Date` (acknowledgment date), and QR code. These certify that the invoice is a valid fiscal document." +#: ../../content/applications/finance/fiscal_localizations/india.rst:155 +msgid "Once an invoice is validated and submitted, the invoice PDF report can be printed. The report includes the :abbr:`IRN (Invoice Reference Number)`, :guilabel:`Acknowledgement` (number and date) and QR code. These certify that the invoice is a valid fiscal document." msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:-1 msgid "IRN and QR code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:150 +#: ../../content/applications/finance/fiscal_localizations/india.rst:165 msgid "e-Invoice cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:152 -msgid "If you want to cancel an e-Invoice, go to the :guilabel:`Other info` tab of the invoice and fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click :guilabel:`Request EDI cancellation`. The status of the :guilabel:`Electronic invoicing` field changes to :guilabel:`To Cancel`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:158 -msgid "Doing so cancels both the :ref:`e-Invoice ` and the :ref:`E-Way bill `." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:-1 -msgid "cancel reason and remarks" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:165 -msgid "If you want to abort the cancellation before processing the invoice, then click :guilabel:`Call Off EDI Cancellation`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/india.rst:167 -msgid "Once you request to cancel the e-Invoice, Odoo automatically submits the JSON-signed file to the NIC e-Invoice portal. You can click :guilabel:`Process now` if you want to process the invoice immediately." +msgid "To cancel an e-Invoice, click the :guilabel:`Request Cancel` button on the related invoice. In the :guilabel:`Cancel E-Invoice` window, fill out the :guilabel:`Cancel Reason` and :guilabel:`Cancel Remarks`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:174 +#: ../../content/applications/finance/fiscal_localizations/india.rst:172 +msgid "You can find the e-Invoicing status in the chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:177 msgid "Management of negative lines in e-Invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:176 +#: ../../content/applications/finance/fiscal_localizations/india.rst:179 msgid "Negative lines are typically used to represent discounts or adjustments associated with specific products or global discounts. The government portal prohibits the submission of data with negative lines, which means they need to be converted based on the HSN code and GST rate. This is done automatically by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:183 +#: ../../content/applications/finance/fiscal_localizations/india.rst:186 msgid "Consider the following example:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:186 -#: ../../content/applications/finance/fiscal_localizations/india.rst:200 +#: ../../content/applications/finance/fiscal_localizations/india.rst:189 +#: ../../content/applications/finance/fiscal_localizations/india.rst:203 msgid "**Product Details**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:188 -#: ../../content/applications/finance/fiscal_localizations/india.rst:202 +#: ../../content/applications/finance/fiscal_localizations/india.rst:191 +#: ../../content/applications/finance/fiscal_localizations/india.rst:205 msgid "**Product Name**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:188 -#: ../../content/applications/finance/fiscal_localizations/india.rst:202 +#: ../../content/applications/finance/fiscal_localizations/india.rst:191 +#: ../../content/applications/finance/fiscal_localizations/india.rst:205 msgid "**HSN Code**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:188 -#: ../../content/applications/finance/fiscal_localizations/india.rst:202 +#: ../../content/applications/finance/fiscal_localizations/india.rst:191 +#: ../../content/applications/finance/fiscal_localizations/india.rst:205 msgid "**Tax Excluded**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:188 -#: ../../content/applications/finance/fiscal_localizations/india.rst:202 +#: ../../content/applications/finance/fiscal_localizations/india.rst:191 +#: ../../content/applications/finance/fiscal_localizations/india.rst:205 msgid "**Quantity**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:188 -#: ../../content/applications/finance/fiscal_localizations/india.rst:202 +#: ../../content/applications/finance/fiscal_localizations/india.rst:191 +#: ../../content/applications/finance/fiscal_localizations/india.rst:205 msgid "**GST Rate**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:190 -#: ../../content/applications/finance/fiscal_localizations/india.rst:204 +#: ../../content/applications/finance/fiscal_localizations/india.rst:193 +#: ../../content/applications/finance/fiscal_localizations/india.rst:207 msgid "Product A" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:190 -#: ../../content/applications/finance/fiscal_localizations/india.rst:194 -#: ../../content/applications/finance/fiscal_localizations/india.rst:204 +#: ../../content/applications/finance/fiscal_localizations/india.rst:193 +#: ../../content/applications/finance/fiscal_localizations/india.rst:197 +#: ../../content/applications/finance/fiscal_localizations/india.rst:207 msgid "123456" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:190 -#: ../../content/applications/finance/fiscal_localizations/india.rst:194 -#: ../../content/applications/finance/fiscal_localizations/india.rst:204 +#: ../../content/applications/finance/fiscal_localizations/india.rst:193 +#: ../../content/applications/finance/fiscal_localizations/india.rst:197 +#: ../../content/applications/finance/fiscal_localizations/india.rst:207 msgid "18%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:190 +#: ../../content/applications/finance/fiscal_localizations/india.rst:193 msgid "1,180" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:192 -#: ../../content/applications/finance/fiscal_localizations/india.rst:206 +#: ../../content/applications/finance/fiscal_localizations/india.rst:195 +#: ../../content/applications/finance/fiscal_localizations/india.rst:209 msgid "Product B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:192 -#: ../../content/applications/finance/fiscal_localizations/india.rst:206 +#: ../../content/applications/finance/fiscal_localizations/india.rst:195 +#: ../../content/applications/finance/fiscal_localizations/india.rst:209 msgid "239345" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:192 -#: ../../content/applications/finance/fiscal_localizations/india.rst:206 +#: ../../content/applications/finance/fiscal_localizations/india.rst:195 +#: ../../content/applications/finance/fiscal_localizations/india.rst:209 msgid "1,500" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:192 -#: ../../content/applications/finance/fiscal_localizations/india.rst:206 +#: ../../content/applications/finance/fiscal_localizations/india.rst:195 +#: ../../content/applications/finance/fiscal_localizations/india.rst:209 msgid "5%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:192 -#: ../../content/applications/finance/fiscal_localizations/india.rst:206 +#: ../../content/applications/finance/fiscal_localizations/india.rst:195 +#: ../../content/applications/finance/fiscal_localizations/india.rst:209 msgid "3,150" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:194 +#: ../../content/applications/finance/fiscal_localizations/india.rst:197 msgid "Discount on Product A" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:194 +#: ../../content/applications/finance/fiscal_localizations/india.rst:197 msgid "-100" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:194 +#: ../../content/applications/finance/fiscal_localizations/india.rst:197 msgid "-118" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:197 +#: ../../content/applications/finance/fiscal_localizations/india.rst:200 msgid "Here's the transformed representation:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:202 +#: ../../content/applications/finance/fiscal_localizations/india.rst:205 msgid "**Discount**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:204 +#: ../../content/applications/finance/fiscal_localizations/india.rst:207 msgid "1,062" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:209 +#: ../../content/applications/finance/fiscal_localizations/india.rst:212 msgid "In this conversion, negative lines have been transformed into positive discounts, maintaining accurate calculations based on the HSN Code and GST rate. This ensures a more straightforward and standardized representation in the E-invoice records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:216 +#: ../../content/applications/finance/fiscal_localizations/india.rst:219 msgid "GST e-Invoice verification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:218 +#: ../../content/applications/finance/fiscal_localizations/india.rst:221 msgid "After submitting an e-Invoice, you can verify if the invoice is signed from the GST e-Invoice system website itself." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:221 +#: ../../content/applications/finance/fiscal_localizations/india.rst:224 msgid "Download the JSON file from the attached files. It can be found in the chatter of the related invoice;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:223 +#: ../../content/applications/finance/fiscal_localizations/india.rst:226 msgid "Open the `NIC e-Invoice portal `_ and go to :menuselection:`Search --> Verify Signed Invoice`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:225 +#: ../../content/applications/finance/fiscal_localizations/india.rst:228 msgid "Select the JSON file and submit it;" msgstr "" @@ -26863,7 +27959,7 @@ msgstr "" msgid "select the JSON file for verify invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:230 +#: ../../content/applications/finance/fiscal_localizations/india.rst:233 msgid "If the file is signed, a confirmation message is displayed." msgstr "" @@ -26871,35 +27967,35 @@ msgstr "" msgid "verified e-invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:238 +#: ../../content/applications/finance/fiscal_localizations/india.rst:241 msgid "E-Way bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:245 +#: ../../content/applications/finance/fiscal_localizations/india.rst:248 msgid "Odoo is compliant with the **Indian Goods and Services Tax (GST) E-waybill system** requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:250 +#: ../../content/applications/finance/fiscal_localizations/india.rst:253 msgid "API registration on NIC E-Way bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:252 +#: ../../content/applications/finance/fiscal_localizations/india.rst:255 msgid "You must register on the :abbr:`NIC (National Informatics Centre)` E-Way bill portal to create your **API credentials**. You need these credentials to :ref:`configure your Odoo Accounting app `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:256 +#: ../../content/applications/finance/fiscal_localizations/india.rst:259 msgid "Log in to the `NIC E-Way bill portal `_ by clicking :guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:258 +#: ../../content/applications/finance/fiscal_localizations/india.rst:261 msgid "From your dashboard, go to :menuselection:`Registration --> For GSP`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:259 +#: ../../content/applications/finance/fiscal_localizations/india.rst:262 msgid "Click :guilabel:`Send OTP`. Once you have received the code on your registered mobile number, enter it and click :guilabel:`Verify OTP`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:261 +#: ../../content/applications/finance/fiscal_localizations/india.rst:264 msgid "Check if :guilabel:`Tera Software Limited` is already on the registered GSP/ERP list. If so, use the username and password used to log in to the NIC portal. Otherwise, follow the next steps;" msgstr "" @@ -26907,7 +28003,7 @@ msgstr "" msgid "E-Way bill list of registered GSP/ERP" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:267 +#: ../../content/applications/finance/fiscal_localizations/india.rst:270 msgid "Select :guilabel:`Add/New`, select :guilabel:`Tera Software Limited` as your GSP Name, create a :guilabel:`Username` and a :guilabel:`Password` for your API, and click :guilabel:`Add`." msgstr "" @@ -26915,39 +28011,23 @@ msgstr "" msgid "Submit GSP API registration details" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:278 -msgid "To set up the E-Way bill service, go to :menuselection:`Accounting --> Configuration --> Settings --> Indian Electronic WayBill --> Setup E-Way bill`, and enter your :guilabel:`Username` and :guilabel:`Password`." +#: ../../content/applications/finance/fiscal_localizations/india.rst:281 +msgid "To enable the E-Way bill service in Odoo, :ref:`activate ` the :guilabel:`E-Way bill` feature and enter the :guilabel:`Username` and :guilabel:`Password`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:-1 -msgid "E-way bill setup odoo" +#: ../../content/applications/finance/fiscal_localizations/india.rst:292 +msgid "Generate E-Way bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:293 -msgid "Send an E-Way bill" +#: ../../content/applications/finance/fiscal_localizations/india.rst:294 +msgid "To generate an E-Way bill, confirm the customer invoice/vendor bill and click :guilabel:`Create e-Waybill`. Enter the necessary details and click :guilabel:`Generate e-Waybill` to proceed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:295 -msgid "To send an E-Way bill, confirm the customer invoice/vendor bill and click :guilabel:`Send E-Way bill`." +#: ../../content/applications/finance/fiscal_localizations/india.rst:298 +msgid "You can find the JSON-signed file in the attached files in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:-1 -msgid "Send E-waybill button on invoices" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:306 -msgid "Once an invoice/bill has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation message is displayed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:-1 -msgid "Indian e-Way bill confirmation message" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:314 -msgid "Odoo automatically uploads the JSON-signed file to the government portal after some time. Click :guilabel:`Process now` if you want to process the invoice/bill immediately." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:320 +#: ../../content/applications/finance/fiscal_localizations/india.rst:303 msgid "You can print the invoice PDF report once you have submitted the E-Way bill. The report includes the **E-Way bill number** and the **E-Way bill validity date**." msgstr "" @@ -26955,87 +28035,79 @@ msgstr "" msgid "E-way bill acknowledgment number and date" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:329 +#: ../../content/applications/finance/fiscal_localizations/india.rst:312 msgid "E-Way bill cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:331 -msgid "If you want to cancel an E-Way bill, go to the :guilabel:`E-Way bill` tab of the related invoice/bill and fill out the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click :guilabel:`Request EDI Cancellation`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:336 -msgid "Doing so cancels both the :ref:`e-Invoice ` (if applicable) and the :ref:`E-Way bill `." +#: ../../content/applications/finance/fiscal_localizations/india.rst:314 +msgid "To cancel an E-Way bill, click :guilabel:`e-Waybill` on the related invoice/bill, then :guilabel:`Cancel e-Waybill`. In the :guilabel:`Cancel Ewaybill` window, fill out the :guilabel:`Cancel Reason` and :guilabel:`Cancel Remarks`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:-1 msgid "Cancel reason and remarks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:343 -msgid "If you want to abort the cancellation before processing the invoice, click :guilabel:`Call Off EDI Cancellation`." +#: ../../content/applications/finance/fiscal_localizations/india.rst:322 +msgid "Once you request to cancel the E-Way bill, Odoo automatically submits the JSON-signed file to the government portal. You can check the JSON file in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:345 -msgid "Once you request to cancel the E-Way bill, Odoo automatically submits the JSON-signed file to the government portal. You can click :guilabel:`Process Now` if you want to process the invoice immediately." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:352 +#: ../../content/applications/finance/fiscal_localizations/india.rst:328 msgid "E-waybill creation from receipts and delivery orders" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:355 +#: ../../content/applications/finance/fiscal_localizations/india.rst:331 msgid "Make sure the **E-Way bill Stock** module is :ref:`installed ` and the :ref:`E-Way bill setup ` is complete." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:358 +#: ../../content/applications/finance/fiscal_localizations/india.rst:334 msgid "To create E-Way bills from :doc:`receipts and deliveries ` in the Inventory app, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:362 +#: ../../content/applications/finance/fiscal_localizations/india.rst:338 msgid "Go to :menuselection:`Inventory --> Operations --> Deliveries` or :menuselection:`Inventory --> Operations --> Receipts` and select an existing delivery order/receipt or create a new one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:341 msgid "Click :guilabel:`Create E-waybill/Challan`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:368 +#: ../../content/applications/finance/fiscal_localizations/india.rst:344 msgid "To create an E-way bill:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:370 +#: ../../content/applications/finance/fiscal_localizations/india.rst:346 msgid "A delivery order must be in the :guilabel:`Done` state (i.e., validated)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:371 +#: ../../content/applications/finance/fiscal_localizations/india.rst:347 msgid "A receipt must have the :guilabel:`Ready` or :guilabel:`Done` state." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:373 +#: ../../content/applications/finance/fiscal_localizations/india.rst:349 msgid "Click :guilabel:`Generate e-Waybill` to validate the E-Way bill and send it to the NIC E-Way bill portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:377 +#: ../../content/applications/finance/fiscal_localizations/india.rst:353 msgid "To use the E-Way bill as a challan for goods deliveries without sending it to the NIC E-Waybill portal, click :guilabel:`Use as Challan`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:380 +#: ../../content/applications/finance/fiscal_localizations/india.rst:356 msgid "To print the E-waybill or the challan, click the :icon:`fa-cog` :guilabel:`(gear)` icon and select :icon:`fa-print` :guilabel:`Ewaybill / Delivery Challan`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:386 +#: ../../content/applications/finance/fiscal_localizations/india.rst:362 msgid "Indian Check GSTIN Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:388 -msgid "The :guilabel:`Indian - Check GST Number Status` module allows you to verify the status of a :abbr:`GSTIN (Goods and Services Tax Identification Number)` directly from Odoo." +#: ../../content/applications/finance/fiscal_localizations/india.rst:364 +msgid "The :guilabel:`Indian - Check GST Number Status` allows you to verify the status of a :abbr:`GSTIN (Goods and Services Tax Identification Number)` directly from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:391 +#: ../../content/applications/finance/fiscal_localizations/india.rst:367 msgid "To verify the status of a contact's GST number, access the customer's/vendor's form and click :guilabel:`Check GSTIN Status` next to the :guilabel:`GSTIN` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:394 +#: ../../content/applications/finance/fiscal_localizations/india.rst:370 msgid "To verify the status of a GST number entered on an invoice/bill, access the invoice/bill and click the :icon:`fa-refresh` (:guilabel:`refresh`) button next to the :guilabel:`GST Status` field." msgstr "" @@ -27043,23 +28115,23 @@ msgstr "" msgid "Check GSTIN status of an invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:400 +#: ../../content/applications/finance/fiscal_localizations/india.rst:376 msgid "A notification is displayed to confirm the status update and the GSTIN status and verification date are logged in the contact's chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:406 +#: ../../content/applications/finance/fiscal_localizations/india.rst:382 msgid "Indian GST Return filing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:411 +#: ../../content/applications/finance/fiscal_localizations/india.rst:387 msgid "Enable API access" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:413 +#: ../../content/applications/finance/fiscal_localizations/india.rst:389 msgid "To file GST Returns in Odoo, you must first enable API access on the GST portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:415 +#: ../../content/applications/finance/fiscal_localizations/india.rst:391 msgid "Log into the `GST portal `_ by entering your :guilabel:`Username` and :guilabel:`Password`, and go to :guilabel:`My Profile` on your **profile menu**;" msgstr "" @@ -27067,7 +28139,7 @@ msgstr "" msgid "Click On the My Profile from profile" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:422 +#: ../../content/applications/finance/fiscal_localizations/india.rst:398 msgid "Select :guilabel:`Manage API Access`, and click :guilabel:`Yes` to enable API access;" msgstr "" @@ -27075,47 +28147,43 @@ msgstr "" msgid "Click Yes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:404 msgid "It is recommended to set the :guilabel:`Duration` to :guilabel:`30 days` to avoid the need for frequent token reauthentication." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:431 +#: ../../content/applications/finance/fiscal_localizations/india.rst:407 msgid "Doing so enables a :guilabel:`Duration` drop-down menu. Select the :guilabel:`Duration` of your preference, and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:437 +#: ../../content/applications/finance/fiscal_localizations/india.rst:413 msgid "Indian GST Service In Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:439 -msgid "Once you have enabled the :ref:`API access ` on the GST portal, you can set up the :guilabel:`Indian GST Service` in Odoo." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:442 -msgid "Go to :menuselection:`Accounting --> Configuration --> Settings --> Indian GST Service` and enter the :guilabel:`GST Username`. Click :guilabel:`Send OTP`, enter the code, and finally, :guilabel:`Validate`." +#: ../../content/applications/finance/fiscal_localizations/india.rst:415 +msgid "Once you have enabled the :ref:`API access ` on the GST portal, :ref:`activate ` the :guilabel:`GST E-Filing & Matching Feature` to start using GST Service. Then, in the :guilabel:`Registered Under GST` section, fill in the required :guilabel:`GST Username`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:0 msgid "Please enter your GST portal Username as Username" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:452 +#: ../../content/applications/finance/fiscal_localizations/india.rst:426 msgid "File-in GST Return" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:454 -msgid "When the :guilabel:`Indian GST Service` is configured, you can file your GST return. Go to :menuselection:`Accounting --> Reporting --> India --> GST Return periods` and create a new **GST Return Period** if it does not exist. GST Return file-in is done in **three steps** in Odoo:" +#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +msgid "When the :guilabel:`GST E-Filing & Matching Feature` is enabled, you can file your GST return. Go to :menuselection:`Accounting --> Reporting --> India --> GST Return periods` and create a new **GST Return Period** if it does not exist. GST Return file-in is done in **three steps** in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:433 msgid "**Tax Return Periodicity** can be :doc:`configured <../accounting/reporting/tax_returns>` according to the user's needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:466 +#: ../../content/applications/finance/fiscal_localizations/india.rst:440 msgid "Send GSTR-1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:468 +#: ../../content/applications/finance/fiscal_localizations/india.rst:442 msgid "Click :guilabel:`GSTR-1 Report` to verify the :ref:`GSTR-1 ` report before uploading it to the **GST portal**." msgstr "" @@ -27123,27 +28191,27 @@ msgstr "" msgid "GSTR-1 verify" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:475 +#: ../../content/applications/finance/fiscal_localizations/india.rst:449 msgid "The system performs basic validations to ensure compliance with the GST portal's requirements. Possible issues include:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:478 +#: ../../content/applications/finance/fiscal_localizations/india.rst:452 msgid "**Incorrect Tax Application:** The tax type does not match the :guilabel:`Fiscal Position` (:guilabel:`CGST/SGST` applied instead of :guilabel:`IGST` for interstate transactions, or :guilabel:`IGST` applied instead of :guilabel:`CGST/SGST` for intrastate transactions)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:481 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 msgid "**Missing HSN Code:** No HSN Code is defined for the product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:482 +#: ../../content/applications/finance/fiscal_localizations/india.rst:456 msgid "**Invalid HSN Code for Services:** The HSN Code for a service does not start with \"99\" or is incorrect." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:484 +#: ../../content/applications/finance/fiscal_localizations/india.rst:458 msgid "**Non-compliant UQC:** The Unit Quantity Code (UQC) does not meet Indian GST standards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:486 +#: ../../content/applications/finance/fiscal_localizations/india.rst:460 msgid "If any validation fails, the system alerts users with a warning, highlighting the discrepancies and providing a direct link to the affected lines." msgstr "" @@ -27151,7 +28219,7 @@ msgstr "" msgid "GSTR-1 validation warning" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:492 +#: ../../content/applications/finance/fiscal_localizations/india.rst:466 msgid "Click :guilabel:`Generate` to view the report in **Spreadsheet view**." msgstr "" @@ -27163,7 +28231,7 @@ msgstr "" msgid "GSTR-1 Spreadsheet View" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:500 +#: ../../content/applications/finance/fiscal_localizations/india.rst:474 msgid "If the **GSTR-1** report is correct, then click :guilabel:`Push to GSTN` to send it to the **GST portal**. The status of the :guilabel:`GSTR-1` report changes to :guilabel:`Sending`." msgstr "" @@ -27171,7 +28239,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:506 +#: ../../content/applications/finance/fiscal_localizations/india.rst:480 msgid "After a few seconds, the status of the **GSTR-1** report changes to :guilabel:`Waiting for Status`. It means that the **GSTR-1** report has been sent to the :guilabel:`GST Portal` and is being verified on the :guilabel:`GST Portal`;" msgstr "" @@ -27179,11 +28247,11 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:513 +#: ../../content/applications/finance/fiscal_localizations/india.rst:487 msgid "Once more, after a few seconds, the status either changes to :guilabel:`Sent` or :guilabel:`Error in Invoice`. The status :guilabel:`Error in Invoice` indicates that some of the invoices are not correctly filled out to be validated by the **GST portal**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:517 +#: ../../content/applications/finance/fiscal_localizations/india.rst:491 msgid "If the state of the **GSTR-1** is :guilabel:`Sent`, it means your **GSTR-1** report is ready to be filed on the **GST portal**." msgstr "" @@ -27191,7 +28259,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:523 +#: ../../content/applications/finance/fiscal_localizations/india.rst:497 msgid "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can be checked for errors in the chatter. Once issues have been resolved, the user can click :guilabel:`Push to GSTN` to submit the file again on the **GST portal**." msgstr "" @@ -27199,7 +28267,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:530 +#: ../../content/applications/finance/fiscal_localizations/india.rst:504 msgid "Click :guilabel:`Mark as Filed` after filing the **GSTR-1** report on the **GST portal**. The status of the report changes to :guilabel:`Filed` in **Odoo**." msgstr "" @@ -27207,15 +28275,15 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:539 +#: ../../content/applications/finance/fiscal_localizations/india.rst:513 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:541 +#: ../../content/applications/finance/fiscal_localizations/india.rst:515 msgid "Users can retrieve the **GSTR-2B Report** from the **GST portal**. This automatically reconciles the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:544 +#: ../../content/applications/finance/fiscal_localizations/india.rst:518 msgid "Click :guilabel:`Fetch GSTR-2B Summary` to retrieve the **GSTR-2B** summary. After a few seconds, the status of the report changes to :guilabel:`Waiting for Reception`. This means Odoo is trying to receive the **GSTR-2B** report from the **GST portal**;" msgstr "" @@ -27224,15 +28292,15 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:551 +#: ../../content/applications/finance/fiscal_localizations/india.rst:525 msgid "Once more, after a few seconds, the status of the **GSTR-2B** changes to the :guilabel:`Being Processed`. It means Odoo is reconciling the **GSTR-2B** report with your Odoo bills;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:557 +#: ../../content/applications/finance/fiscal_localizations/india.rst:531 msgid "Once it is done, the status of the **GSTR-2B** report changes to either :guilabel:`Matched` or :guilabel:`Partially Matched`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:560 +#: ../../content/applications/finance/fiscal_localizations/india.rst:534 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -27240,7 +28308,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:565 +#: ../../content/applications/finance/fiscal_localizations/india.rst:539 msgid "If the status is :guilabel:`Partially Matched`, you can review and modify the bills by clicking :guilabel:`View Reconciled Bills`. This will display categorized discrepancies, such as bills missing in Odoo or GSTR-2. After making the necessary corrections, click :guilabel:`re-match` to update the reconciliation and ensure accuracy before finalizing the report." msgstr "" @@ -27248,20 +28316,20 @@ msgstr "" msgid "GSTR-2B Partially Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:577 -#: ../../content/applications/finance/fiscal_localizations/india.rst:622 +#: ../../content/applications/finance/fiscal_localizations/india.rst:551 +#: ../../content/applications/finance/fiscal_localizations/india.rst:596 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:579 +#: ../../content/applications/finance/fiscal_localizations/india.rst:553 msgid "The :ref:`GSTR-3 ` report is a monthly summary of **sales** and **purchases**. This return is auto-generated by extracting information from **GSTR-1** and **GSTR-2**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:582 +#: ../../content/applications/finance/fiscal_localizations/india.rst:556 msgid "Users can compare the **GSTR-3** report with the **GSTR-3** report available on the **GST portal** to verify if they match by clicking :guilabel:`GSTR-3 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:585 +#: ../../content/applications/finance/fiscal_localizations/india.rst:559 msgid "Once the **GSTR-3** report has been verified by the user and the tax amount on the **GST portal** has been paid. Once paid, the report can be **closed** by clicking :guilabel:`Closing Entry`;" msgstr "" @@ -27269,7 +28337,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:591 +#: ../../content/applications/finance/fiscal_localizations/india.rst:565 msgid "In :guilabel:`Closing Entry`, add the tax amount paid on the **GST portal** using challan, and click :guilabel:`POST` to post the :guilabel:`Closing Entry`;" msgstr "" @@ -27277,7 +28345,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:597 +#: ../../content/applications/finance/fiscal_localizations/india.rst:571 msgid "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -27285,15 +28353,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:605 +#: ../../content/applications/finance/fiscal_localizations/india.rst:579 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:610 +#: ../../content/applications/finance/fiscal_localizations/india.rst:584 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:612 +#: ../../content/applications/finance/fiscal_localizations/india.rst:586 msgid "The :guilabel:`GSTR-1` report is divided into sections. It displays the :guilabel:`Base` amount, :abbr:`CGST (Central Goods and Services Tax)`, :abbr:`SGST (State Goods and Service Tax)`, :abbr:`IGST (Integrated Goods and Services Tax)`, and :guilabel:`CESS` for each section." msgstr "" @@ -27301,23 +28369,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:624 +#: ../../content/applications/finance/fiscal_localizations/india.rst:598 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:626 +#: ../../content/applications/finance/fiscal_localizations/india.rst:600 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:627 +#: ../../content/applications/finance/fiscal_localizations/india.rst:601 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:628 +#: ../../content/applications/finance/fiscal_localizations/india.rst:602 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:629 +#: ../../content/applications/finance/fiscal_localizations/india.rst:603 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -27325,11 +28393,11 @@ msgstr "" msgid "GSTR-3 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:635 +#: ../../content/applications/finance/fiscal_localizations/india.rst:609 msgid "Profit and Loss (IN) report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:637 +#: ../../content/applications/finance/fiscal_localizations/india.rst:611 msgid "This is a :guilabel:`Profit and Loss` report that displays the balances for **Opening Stock** and **Closing Stock**. It helps users using Continental accounting to accurately determine the cost of goods (i.e :guilabel:`Opening Stock` + purchases during the period - :guilabel:`Closing Stock`)." msgstr "" @@ -27337,35 +28405,35 @@ msgstr "" msgid "Profit and Loss report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:647 +#: ../../content/applications/finance/fiscal_localizations/india.rst:621 msgid "TDS/TCS threshold alert" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:649 +#: ../../content/applications/finance/fiscal_localizations/india.rst:623 msgid ":abbr:`TDS (tax deducted at source)` and :abbr:`TCS (tax collected at source)` are tax provisions under Indian law, triggered when transaction amounts exceed specified thresholds. This alert notifies users when the value of invoices or bills surpasses these limits, prompting the application of the appropriate TDS/TCS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:654 +#: ../../content/applications/finance/fiscal_localizations/india.rst:628 msgid "To configure Odoo to advise you on when to apply TDS/TCS, set the :guilabel:`TDS/TCS section` field on the corresponding account in the chart of accounts. Odoo will display a banner suggesting the TDS/TCS section under which tax might be applicable when recording an invoice or bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:661 -msgid "Navigate to :menuselection:`Accounting --> Configuration --> Settings`." +#: ../../content/applications/finance/fiscal_localizations/india.rst:635 +msgid "Navigate to :menuselection:`Accounting --> Configuration --> Settings`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:662 -msgid "In the :guilabel:`Indian Integration` section, enable the :guilabel:`TDS and TCS` feature." +#: ../../content/applications/finance/fiscal_localizations/india.rst:636 +msgid "In the :guilabel:`Indian Integration` section, enable the :guilabel:`TDS` or :guilabel:`TCS` feature as required." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:663 +#: ../../content/applications/finance/fiscal_localizations/india.rst:638 msgid "Navigate to :menuselection:`Accounting --> Configuration --> Chart of Accounts`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:664 +#: ../../content/applications/finance/fiscal_localizations/india.rst:639 msgid "Click :guilabel:`View` on the desired account, and set the :guilabel:`TDS/TCS Section` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:667 +#: ../../content/applications/finance/fiscal_localizations/india.rst:642 msgid "The TDS/TCS sections are pre-configured with threshold limits. If you need to modify these limits, go to :menuselection:`Accounting --> Configuration --> Taxes`. In the :guilabel:`Advanced Options` tab, click on the :icon:`fa-arrow-right` :guilabel:`(internal link)` icon of the :guilabel:`Section` field." msgstr "" @@ -27373,11 +28441,11 @@ msgstr "" msgid "TDS/TCS section modify" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:676 +#: ../../content/applications/finance/fiscal_localizations/india.rst:651 msgid "Applying TCS/TDS on invoices and bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:678 +#: ../../content/applications/finance/fiscal_localizations/india.rst:653 msgid "Based on the account used on the customer invoice or vendor bill, Odoo checks the TCS/TDS threshold limit. If the limit specified in the :guilabel:`TCS/TDS Section` of the account is exceeded, Odoo displays an alert that suggests applying the appropriate TCS/TDS. The alert will disappear once the TCS/TDS is applied." msgstr "" @@ -27385,7 +28453,7 @@ msgstr "" msgid "TCS advice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:686 +#: ../../content/applications/finance/fiscal_localizations/india.rst:661 msgid "**TCS** is directly applicable in the tax on the invoice lines. To apply **TDS**, click the :guilabel:`TDS Entry` smart button on the vendor bill/payment. The popup window allows specifying the TDS details. Confirm the entry to apply the TDS." msgstr "" @@ -27393,96 +28461,96 @@ msgstr "" msgid "TDS application" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:693 +#: ../../content/applications/finance/fiscal_localizations/india.rst:668 msgid "In Odoo, the aggregate total is calculated for partners sharing the same PAN number, across all company branches." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:702 +#: ../../content/applications/finance/fiscal_localizations/india.rst:676 msgid "**Branch**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:703 +#: ../../content/applications/finance/fiscal_localizations/india.rst:677 msgid "**Customer**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:704 +#: ../../content/applications/finance/fiscal_localizations/india.rst:678 msgid "**Invoice**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:705 +#: ../../content/applications/finance/fiscal_localizations/india.rst:679 msgid "**Transaction Amount (₹)**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:706 +#: ../../content/applications/finance/fiscal_localizations/india.rst:680 msgid "**PAN Number**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:707 -#: ../../content/applications/finance/fiscal_localizations/india.rst:712 -#: ../../content/applications/finance/fiscal_localizations/india.rst:717 +#: ../../content/applications/finance/fiscal_localizations/india.rst:681 +#: ../../content/applications/finance/fiscal_localizations/india.rst:686 +#: ../../content/applications/finance/fiscal_localizations/india.rst:691 msgid "IN - MH" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:708 -#: ../../content/applications/finance/fiscal_localizations/india.rst:713 -#: ../../content/applications/finance/fiscal_localizations/india.rst:723 +#: ../../content/applications/finance/fiscal_localizations/india.rst:682 +#: ../../content/applications/finance/fiscal_localizations/india.rst:687 +#: ../../content/applications/finance/fiscal_localizations/india.rst:697 msgid "XYZ Enterprise - GJ" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:710 +#: ../../content/applications/finance/fiscal_localizations/india.rst:684 msgid "₹50,000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:711 -#: ../../content/applications/finance/fiscal_localizations/india.rst:716 -#: ../../content/applications/finance/fiscal_localizations/india.rst:721 -#: ../../content/applications/finance/fiscal_localizations/india.rst:726 -#: ../../content/applications/finance/fiscal_localizations/india.rst:731 +#: ../../content/applications/finance/fiscal_localizations/india.rst:685 +#: ../../content/applications/finance/fiscal_localizations/india.rst:690 +#: ../../content/applications/finance/fiscal_localizations/india.rst:695 +#: ../../content/applications/finance/fiscal_localizations/india.rst:700 +#: ../../content/applications/finance/fiscal_localizations/india.rst:705 msgid "ABCPX1234E" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:715 +#: ../../content/applications/finance/fiscal_localizations/india.rst:689 msgid "₹30,000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:718 -#: ../../content/applications/finance/fiscal_localizations/india.rst:728 +#: ../../content/applications/finance/fiscal_localizations/india.rst:692 +#: ../../content/applications/finance/fiscal_localizations/india.rst:702 msgid "XYZ Enterprise - MH" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:720 +#: ../../content/applications/finance/fiscal_localizations/india.rst:694 msgid "₹40,000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:722 +#: ../../content/applications/finance/fiscal_localizations/india.rst:696 msgid "IN - DL" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:724 +#: ../../content/applications/finance/fiscal_localizations/india.rst:698 msgid "Invoice 4" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:725 +#: ../../content/applications/finance/fiscal_localizations/india.rst:699 msgid "₹20,000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:727 +#: ../../content/applications/finance/fiscal_localizations/india.rst:701 msgid "IN - GJ" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:729 +#: ../../content/applications/finance/fiscal_localizations/india.rst:703 msgid "Invoice 5" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:730 +#: ../../content/applications/finance/fiscal_localizations/india.rst:704 msgid "₹60,000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:733 +#: ../../content/applications/finance/fiscal_localizations/india.rst:707 msgid "**Aggregate total** = 50,000 + 30,000 + 40,000 + 20,000 + 60,000 = ₹200,000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:734 +#: ../../content/applications/finance/fiscal_localizations/india.rst:708 msgid "The aggregate total for all customers (XYZ Enterprise - GJ, MH, DL) sharing the PAN number ABCPX1234E across all branches is ₹200,000." msgstr "" @@ -27519,6 +28587,8 @@ msgid "You need to set the checkbox *ID PKP* to generate e-fakturs for a custome msgstr "" #: ../../content/applications/finance/fiscal_localizations/indonesia.rst:34 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:445 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1485 msgid "Usage" msgstr "" @@ -28427,195 +29497,179 @@ msgid "The specific :guilabel:`Scissione dei Pagamenti` fiscal position is avail msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:596 -msgid "Digital qualified signature" +msgid "Qualified electronic signature" msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:598 -msgid "For invoices and bills intended for the :abbr:`PA (Public Administration)`, a **Digital Qualified Signature** is required for all files sent through the :abbr:`SdI (Sistema di Interscambio)`. The XML file must be certified using a certificate that is either:" +msgid "Invoices and bills intended for the :abbr:`PA (Public Administration)` must include a **qualified electronic signature** when submitted through the :abbr:`SdI (Sistema di Interscambio)`. This signature is automatically applied in the :abbr:`XAdES (XML Advanced Electronic Signature)` format when the invoice's partner has a 6-digit long :guilabel:`Destination Code` (which indicates a :abbr:`PA (Public Administration)` business)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:602 -msgid "a **smart card**;" +#: ../../content/applications/finance/fiscal_localizations/italy.rst:605 +msgid "When such an invoice is transmitted to the Tax Agency, the generated `.xml` file is signed on the Odoo servers, returned to the database, and attached to the invoice automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:603 -msgid "a **USB token**;" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/italy.rst:604 -msgid "an :abbr:`HSM (Hardware Security Module)`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/italy.rst:607 -msgid "Odoo **cannot** digitally sign documents for you. When a 6-digit long :guilabel:`Codice Destinatario` is detected, then the :abbr:`EDI (Electronic Data Interchange)` process stops, and the invoice is set on the :guilabel:`Requires user signature` state. You can download the document in XML, sign it with any :guilabel:`Digital Qualified Signature` provider's external program and send it through the :abbr:`AdE (Agenzia Delle Entrate)` portal." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/italy.rst:614 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:609 msgid "Acceptance or Refusal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:617 -msgid "As Odoo does not handle sending signed invoices to :abbr:`PA (Public Administration)` businesses, these states cannot be directly triggered by Odoo. When you upload the invoice on the :abbr:`AdE (Agenzia Delle Entrate)` portal, Odoo receives notifications about it, putting the correct :guilabel:`SdI State` on the invoice." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/italy.rst:622 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:611 msgid "After receiving the invoice through the :abbr:`SdI (Sistema di Interscambio)`, the :abbr:`PA (Public Administration)` business has 15 days to accept the invoice. If it does, then the process ends here. If the :abbr:`PA (Public Administration)` business refuses the invoice, it is still considered valid once it is accepted by the :abbr:`SdI (Sistema di Interscambio)`. You then have to issue a credit note to compensate and send it to the :abbr:`SdI (Sistema di Interscambio)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:629 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:618 msgid "Expired Terms" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:631 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:620 msgid "If the :abbr:`PA (Public Administration)` business doesn't reply within 15 days, you need to contact the :abbr:`PA (Public Administration)` business directly, sending them both the invoice and the received deadline notification by email. You can make an arrangement with them and manually set the correct :guilabel:`SdI State` on your invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:637 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:626 msgid "Point of Sale fiscal printers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:639 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:628 msgid "Fiscal regulations mandate using certified RT devices, such as RT printers or RT servers, to ensure compliant sales receipts and secure communication with the Tax Authority. These devices automatically transmit fiscal data daily. RT printers, designed for individual POS terminals, handle transactions, print receipts, and report to the authorities, ensuring data integrity and compliance." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:645 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:634 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:56 msgid "Simulation mode" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:648 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:637 msgid "Since the simulation mode sends data to the authorities, it should only be enabled at the very start of the printer's configuration process. Once the printer is switched to the production mode, it cannot be reverted to the simulation mode." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:652 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:641 msgid "To test the fiscal printer setup with Odoo, configure the fiscal printer in the simulation mode as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:655 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:684 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:644 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:673 msgid "Make sure the fiscal printer is set to its default state: printer on, start-up cycle complete, and no transaction in progress." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:657 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:686 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:646 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:675 msgid "Type `3333`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:658 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:687 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:647 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:676 msgid "Press :guilabel:`Chiave`. The screen displays :guilabel:`Scelta Funzione`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:659 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:648 msgid "Type `14`. The screen displays :guilabel:`Apprendimento`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:660 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:649 msgid "Type `62`. The screen displays :guilabel:`Simulazione`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:661 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:650 msgid "To turn the :guilabel:`no` into a :guilabel:`si`, press :guilabel:`X`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:662 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:651 msgid "To confirm, press :guilabel:`Contante`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:663 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:692 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:652 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:681 msgid "Press :guilabel:`Chiave`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:665 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:654 msgid "To configure the printer for production, repeat the steps above." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:668 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:657 msgid "To test the printer configuration, the physical device must first be obtained and registered with the relevant authorities." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:672 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:661 msgid "Setting up the printer to work with Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:674 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:663 msgid "Fiscal printers are meant to work only in the local network. This means the printer and the device running :doc:`Odoo Point of Sale ` must be connected to the same network." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:678 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:667 msgid "Fiscal printers are typically configured to use HTTP by default. To ensure compatibility with Odoo, the settings must be updated to enable HTTPS support on the printer. This can be done using either the EpsonFPWizard configuration software or the keyboard connected to the printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:682 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:671 msgid "To set up the fiscal printer using the keyboard, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:688 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:677 msgid "Type `34`. The screen displays :guilabel:`Web Server`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:689 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:678 msgid "Press :guilabel:`Contante` 3 times until the screen displays :guilabel:`Web Server: SSL`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:690 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:679 msgid "To turn the value `0` into a `1`, press :guilabel:`X`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:691 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:680 msgid "To confirm, press :guilabel:`Contante` 3 times." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:694 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:683 msgid "Then, log in to the printer with the device that runs :doc:`Odoo Point of Sale ` so it recognizes the printer's certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:697 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:686 msgid "To approve and install the printer's certificate, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:699 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:688 msgid "Access the printer by opening a web browser and entering `https://` in the address bar. A :guilabel:`Warning: Potential Security Risk Ahead` security message appears." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:701 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:690 msgid "Click :guilabel:`Advanced` to show the certificate approval options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:702 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:691 msgid "Click :guilabel:`Proceed` to validate the certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:704 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:693 msgid "Then, to ensure :doc:`Odoo Point of Sale ` is configured with the fiscal printer, go to :menuselection:`Point of Sale --> Configuration --> Settings`. In the :guilabel:`Connected Devices` section, add the IP address in the :guilabel:`Italian Fiscal Printer IP address` and enable :guilabel:`Use HTTPS`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:710 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:699 msgid "Ri.Ba. (Ricevuta Bancaria)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:712 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:701 msgid ":abbr:`Ri.Ba. (Ricevuta Bancaria)` is a payment method widely used in Italy where vendors request payments through their bank, which forwards the request to the customer's own bank and takes responsibility for the collection. This enables payment automation and reduces risks for the vendor." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:716 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:705 msgid "The vendor generally uploads a fixed-format text file with the list of payments to the bank's web portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:720 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:709 msgid "Ri.Ba. are exclusively for **domestic payments** in Italy. For recurring international payments, please use `SEPA Direct Debt (SDD) <../accounting/payments/batch_sdd>`_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:726 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:715 msgid "Check that the `l10n_it_riba` module is :ref:`installed `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:727 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:716 msgid "Go to :menuselection:`Settings --> Users & Companies --> Companies` and select the company that will use Ri.Ba." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:729 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:718 msgid "Fill out the required :guilabel:`SIA Code`." msgstr "" @@ -28623,43 +29677,43 @@ msgstr "" msgid "The company's SIA code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:735 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:724 msgid "The :guilabel:`SIA Code` identifies businesses within the Italian banking network and is used to receive money through specific payment methods. It consists of one letter and four digits (e.g., T1234) and can usually be found on the bank's portal or obtained by contacting the bank." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:739 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:728 msgid "Ensure the Company's bank account has an Italian IBAN." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:742 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:731 msgid "How to configure :doc:`Bank Accounts <../accounting/bank>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:745 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:734 msgid "Accept Ri.Ba. for your invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:747 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:736 msgid "Payments of type :abbr:`Ri.Ba. (Ricevuta Bancaria)` can be registered from the :guilabel:`Invoices` (:menuselection:`Accounting --> Customers --> Invoices`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:751 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:740 msgid "Make sure that your invoice involves a Partner that has a bank account with an Italian IBAN." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:753 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:742 msgid "Then, all Payments must be grouped in a **Batch Payment**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:756 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:745 msgid ":doc:`Batch Payments <../accounting/payments>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:757 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:746 msgid ":doc:`Create a Batch Payment <../accounting/payments/batch>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:759 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:748 msgid "Once you press the :guilabel:`Validate` button for the Batch Payment, the :abbr:`Ri.Ba. (Ricevuta Bancaria)` file is generated and attached to the Batch Payment, so you can download it and upload it through your bank's web portal." msgstr "" @@ -28828,11 +29882,6 @@ msgstr "" msgid ":guilabel:`Registered in the special sales tax`: for businesses subject to special sales tax regulations. One tax computed as a percentage and one fixed tax per invoice line are required per invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/jordan.rst:135 -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:130 -msgid "Click :guilabel:`Save`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/jordan.rst:138 msgid "If the :guilabel:`Electronic Invoicing (Jordan)` section is missing from the :guilabel:`Settings`, make sure the :guilabel:`Jordan E-Invoicing` module is :ref:`installed `." msgstr "" @@ -28962,6 +30011,7 @@ msgid "Ensure that the :guilabel:`Reason` for generating a debit/credit note ali msgstr "" #: ../../content/applications/finance/fiscal_localizations/jordan.rst:246 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:804 msgid "Discounts" msgstr "" @@ -29708,76 +30758,64 @@ msgstr "" msgid "This module includes the features required for integration with MyInvois under IRBM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:39 -msgid ":guilabel:`Malaysia - E-invoicing Extended Features`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:40 -msgid "`l10n_my_edi_extended`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:41 -msgid "This module improves the MyInvois E-invoicing feature by adding proper support for self billing, rendering the MyInvois QR code in the invoice PDF file and allows better management of foreign customer TIN." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:50 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:45 msgid "To configure your company information, go to the :guilabel:`Contacts` app, search for your company, and select it. Then configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:54 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:49 #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:43 msgid ":guilabel:`Address`, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`, and :guilabel:`Country`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:61 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:56 msgid ":guilabel:`Tax ID`: Tax identification number" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:62 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:57 msgid ":guilabel:`SST`: Malaysian Sales and Service Tax Number, if applicable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:63 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:58 msgid ":guilabel:`TTx`: Malaysian Tourism Tax Number, if applicable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:67 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:62 msgid "E-invoicing integration with MyInvois" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:69 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:64 msgid "The MyInvois Portal is a platform provided by the :abbr:`IRBM (Inland Revenue Board of Malaysia)` that facilitates the implementation of e-invoices for Malaysian taxpayers. Odoo supports integration with MyInvois to submit the invoices generated in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:74 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:69 msgid "The :guilabel:`Malaysia - E-invoicing module` must be installed to submit invoices to MyInvois." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:74 msgid "Set-up" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:84 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:79 msgid "MyInvois registration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:86 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:81 msgid "To send electronic invoices to MyInvois, you first need to register and log in to the MyInvois portal to grant Odoo the **right to invoice** as an intermediary for your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:85 msgid "If this is the first time you log into the MyInvois portal, click :guilabel:`User Manual` on MyTax_ to learn more about the registration process. Both the **pre-production** (:dfn:`testing environment to try the functions before using the actual (production) environment`) and **production** (:dfn:`actual environment to submit e-invoices with accurate information`) environments are supported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:96 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:91 msgid "Log into MyTax_. Choose the :guilabel:`ID Type` and the corresponding :guilabel:`identification number` used to register for the digital certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:98 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:93 msgid "From the dashboard, click the :icon:`fa-angle-down` :guilabel:`(angle-down)` icon in the top-right corner and select :guilabel:`View Taxpayer Profile`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:100 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:95 msgid "In the :guilabel:`Representatives` section, click :guilabel:`Add Intermediary` in the top-right corner." msgstr "" @@ -29785,59 +30823,59 @@ msgstr "" msgid "MyInvois add intermediary" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:106 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:101 msgid "Add `ODOO S.A.` as an intermediary using the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:108 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:103 msgid ":guilabel:`TIN`: `C57800417080`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:109 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:104 msgid ":guilabel:`BRN`: `BE0477472701`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:105 msgid ":guilabel:`Name`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:107 msgid ":guilabel:`Production`: `ODOO S.A.`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:113 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:108 msgid ":guilabel:`Pre-production`: `OXXX_XXXXA.`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:110 msgid "Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)` icon:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:113 msgid ":guilabel:`Representation From`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:119 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:114 msgid ":guilabel:`Document - Submit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:120 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:115 msgid ":guilabel:`Document - Cancel`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:121 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:116 msgid ":guilabel:`Document - Request Rejection`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:119 msgid "Access can be revoked in the future if needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:125 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:120 msgid "Odoo, as an intermediary, does not store invoices sent on behalf of the client on the proxy server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:128 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:123 msgid "Click :guilabel:`Save`. The status for `ODOO S.A.` is then :guilabel:`Active`." msgstr "" @@ -29845,67 +30883,67 @@ msgstr "" msgid "MyInvois status active" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:143 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:138 msgid "Open the Settings app, navigate to the :guilabel:`Companies` section, and click :guilabel:`Update Info`. Make sure the :guilabel:`Tax ID` is entered and complete the following fields in the :guilabel:`E-invoicing` section:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:142 msgid ":guilabel:`Identification`: Select the :guilabel:`ID Type` and enter the associated :guilabel:`Identification number` used to register for the digital certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:149 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:144 msgid ":guilabel:`Ind. Classification`: Input the 5-digit numeric code that represents the nature and activity of the business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:155 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:150 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. In the :guilabel:`Malaysian Electronic Invoicing` section, select the relevant :guilabel:`MyInvois mode` based on the environment used for the company's MyInvois registration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:159 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:154 msgid "Make sure to allow Odoo to process e-invoices by checking the box, then click :guilabel:`Register`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:162 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:157 msgid "To change the :abbr:`TIN (tax identification number)` reference, click :guilabel:`Unregister`, change the company's information and make sure the number registered on MyInvois matches, then :guilabel:`Register` again." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:167 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:162 msgid "For taxpayers with a :abbr:`TIN (tax identification number)` starting with \"IG\" and a :abbr:`ROB (registration of business)` number, combine the TIN and ROB in the **TIN:ROB** format for the :guilabel:`Tax ID` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:171 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:166 msgid "To register, go to :menuselection:`Accounting --> Configuration --> Settings`, and in the :guilabel:`Malaysian Electronic Invoicing` section, click :guilabel:`Register`. Once the registration is complete, the **:ROB** can be removed from the :guilabel:`Tax ID`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:175 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:170 msgid "Additionally, remember to log into `MyTax account `_ and set the :guilabel:`Type of Role` as :guilabel:`Business Owner`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:183 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:178 msgid "Access the contact's form and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:188 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:183 msgid ":guilabel:`Tax ID`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:184 msgid ":guilabel:`Identification`: the :guilabel:`ID Type` and the corresponding :guilabel:`Identification number` of the contact registered on MyTax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:197 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:192 msgid "All products to be included in e-invoices require a Malaysian classification code. To add it, access the :guilabel:`Product` form and in the :guilabel:`General Information` tab, fill in the :guilabel:`Malaysian classification code` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:197 msgid "Malaysian tax type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:204 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:199 msgid "To configure a tax's :guilabel:`Malaysian Tax Type` field, go to :menuselection:`Accounting --> Configuration --> Accounting --> Taxes` and open the relevant tax in the :guilabel:`Taxes` list view." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:208 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:203 msgid "When an invoice or bill includes a tax with the :guilabel:`Malaysian Tax Type` set to **Tax Exempt**, a :guilabel:`Tax Exemption Reason` must be specified in the :guilabel:`MyInvois` tab before the document is sent." msgstr "" @@ -29913,127 +30951,127 @@ msgstr "" msgid "MyInvois tax exemption reason" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:223 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:218 msgid "Send invoices to MyInvois" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:225 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:220 msgid "Invoices can be sent to MyInvois once they have been confirmed. To do so, click :guilabel:`Send to MyInvois`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:224 msgid "Send bills to MyInvois" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:231 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:226 msgid "Sending a bill to MyInvois is necessary when issuing an e-Invoice on behalf of a supplier. Once a bill is confirmed, click :guilabel:`Send To MyInvois`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:235 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:230 msgid "In `MyInvois `_, these vendor bills are categorized as :guilabel:`Self-billed Invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:238 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:233 msgid "If a :guilabel:`Bill Reference` field is empty, Odoo's vendor bill number is used as the MyInvois number. If a reference is entered in the :guilabel:`Bill Reference` field, that reference is used instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:240 msgid "MyInvois status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:242 msgid "The current MyInvois status of an invoice or bill is shown in the :guilabel:`MyInvois State` field within the :guilabel:`MyInvois` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:245 msgid ":guilabel:`Validation in Progress`: the validation is being processed by MyInvois. A blue :guilabel:`Processing` banner is also displayed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:252 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:247 msgid ":guilabel:`Valid`: it is validated by MyInvois. The :guilabel:`Submission UID`, :guilabel:`MyInvois` and :guilabel:`Validation Time` are automatically updated with information from MyInvois." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:252 msgid "Odoo :doc:`automatically checks and updates <../../sales/subscriptions/scheduled_actions>` the status every hour. To update it manually at any time, click :guilabel:`Update MyInvois Status`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:265 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:260 msgid "Sent invoices can be canceled within 72 hours from :guilabel:`Validation time`. In this case, open the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, include the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The :guilabel:`MyInvois State` is updated to :guilabel:`cancelled`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:271 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:266 msgid "Send credit notes to MyInvois" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:273 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:268 msgid "Before sending a credit note, the original invoice must be successfully submitted to MyInvois. Otherwise, the credit note's :guilabel:`MyInvois State` is updated to :guilabel:`Invalid`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:276 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:271 msgid "While Odoo uses a single :guilabel:`credit note` document, MyInvois categorizes these into two types: :guilabel:`credit note` and :guilabel:`refund note`, depending on how they are reconciled." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:279 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:274 msgid ":guilabel:`MyInvois Credit Note`: This is created when an Odoo credit note is reconciled with the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:281 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:276 msgid ":guilabel:`MyInvois Refund Note`: This is created when an Odoo credit note is reconciled with a full payment instead of the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:285 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:280 msgid "If a credit note is reconciled with only a partial payment before being sent, it is still categorized as a :guilabel:`credit note` in MyInvois." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:291 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:286 msgid "To issue both a credit note and a refund note for the same original invoice:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:290 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:285 msgid "Create two separate credit notes in Odoo from the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:291 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:286 msgid "For a MyInvois :guilabel:`Refund Note`: Register a payment before sending it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:292 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:287 msgid "For a MyInvois :guilabel:`Credit Note`: Do not register a payment before sending it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:295 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:290 msgid "The same logic applies to credit notes created from bills: if reconciled with a full payment, the credit note becomes a :guilabel:`Self-billed Refund Note`; otherwise, it becomes a :guilabel:`Self-billed Credit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:295 msgid "Send debit notes to MyInvois" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:302 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:297 msgid ":ref:`Issue a debit note from an existing bill or invoice ` and click :guilabel:`Send To MyInvois`. In MyInvois, it appears then as a :guilabel:`Debit Note` if issued from an invoice or a :guilabel:`Self-billed Debit Note` from a vendor bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:307 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:302 msgid "Access invoices via QR code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:309 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:304 msgid "When a document is successfully submitted to MyInvois, a QR code is added to its PDF version. Scanning this code links directly to the validated document in MyInvois." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:307 msgid "To download the PDF from an invoice or bill:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:314 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:309 msgid "Click the :icon:`fa-cog` :guilabel:`(gear)` icon" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:310 msgid "Select :guilabel:`Download`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:316 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:311 msgid "Choose either :guilabel:`PDF` or :guilabel:`PDF without Payment`" msgstr "" @@ -30041,19 +31079,19 @@ msgstr "" msgid "MyInvois QR code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:324 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:319 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:248 msgid "Employment Hero payroll" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:326 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:321 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:250 msgid "If your business is already up and running with :doc:`Employment Hero <../../hr/payroll/payroll_localizations/employment_hero>`, you can use our connector as an alternative payroll solution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:331 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:326 msgid "To :ref:`configure the Employment Hero API ` for **Malaysia**, use the following value as :guilabel:`Payroll URL`: `https://apimy.yourpayroll.io/`." msgstr "" @@ -30062,604 +31100,778 @@ msgid "Mexico" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:21 -msgid "A video on the Mexican localization is also available. This video covers how to implement this localization from scratch, including how to set up the configurations, how to complete common workflows, and provides an in-depth look at several specific use cases, as well." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 -msgid "`Video webinar of a complete demo `_." +msgid "The following modules are automatically installed with the Mexican localization:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:30 -msgid "The Odoo Mexican localization modules allow for the signing of electronic invoices, according to the specifications of the |SAT| for `version 4.0 of the CFDI `_, a legal requirement, as of January 1, 2022. These modules also add relevant accounting reports (such as: the |DIOT|, enables foreign trade, and the creation of delivery guides)." +msgid ":guilabel:`Mexico - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:31 +msgid "`l10n_mx`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:32 +msgid "The default :doc:`fiscal localization package <../fiscal_localizations>` adds accounting characteristics for the Mexican localization, such as: the most common taxes and the chart of accounts — based on `the SAT account grouping code `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 +msgid ":guilabel:`EDI for Mexico`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:37 -msgid "In order to electronically sign any documents in Odoo, ensure the *Sign* application is installed." +msgid "`l10n_mx_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 -msgid ":doc:`Documentation on e-invoicing's legality and compliance in Mexico <../accounting/customer_invoices/electronic_invoicing/mexico>`" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:38 +msgid "Includes all the technical and functional requirements to generate and validate :doc:`electronics documents <../accounting/customer_invoices/electronic_invoicing>` — based on the technical documentation published by the |SAT|. This allows you to send invoices (with or without addedums) and payment complements to the government." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:42 +msgid ":guilabel:`Odoo Mexican Localization Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +msgid "`l10n_mx_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:44 +msgid "Adapts reports for Mexico's electronic accounting: chart of accounts, trial balance, and |DIOT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 +msgid ":guilabel:`Mexico - Month 13 Trial Balance`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 +msgid "`l10n_mx_reports_closing`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:48 +msgid "Necessary to create the closing entry (also known as the *month 13 move*)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 +msgid ":guilabel:`Odoo Mexican XML Polizas Export`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +msgid "`l10n_mx_xml_polizas`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 +msgid "Allows the export of XML files of journal entries for a compulsory audit." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +msgid "The following modules are optional. It's recommended to :ref:`install ` them *only* if meeting a specific requirement for the business." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 +msgid ":guilabel:`EDI for Mexico (Advanced Features)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:64 +msgid "`l10n_mx_edi_extended`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:65 +msgid "Adds the external trade complement to invoices (a legal requirement for selling products to foreign countries)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 +msgid ":guilabel:`Mexico - Electronic Delivery Guide`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 +msgid "`l10n_mx_edi_stock`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:69 +msgid "Lets you create a *Carta Porte*: A bill of lading that proves to the government you are sending goods between A & B with a signed electronic document." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +msgid "`l10n_mx_edi_landing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +msgid "Allows managing customs numbers related to landed costs in electronic documents." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 +msgid ":guilabel:`CFDI 4.0 fields for sale orders`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +msgid "`l10n_mx_edi_sale`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +msgid "Adds extra fields to the :doc:`Sales <../../sales/sales>` module to comply with the Mexican Electronic Invoicing" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:78 +msgid ":guilabel:`Mexican Localization for the Point of Sale`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:79 +msgid "`l10n_mx_edi_pos`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 +msgid "Adds extra fields to the :doc:`Point of Sale <../../sales/point_of_sale>` module to comply with the Mexican Electronic Invoicing" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +msgid ":guilabel:`Mexican Localization for eCommerce`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 +msgid "`l10n_mx_edi_website_sale`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 +msgid "Adds extra fields to the :doc:`eCommerce <../../websites/ecommerce>` module to comply with the Mexican electronic invoicing requirements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 +msgid ":guilabel:`Employees - Mexico`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +msgid "`l10n_mx_hr`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 +msgid "Adds extra fields to the :doc:`Employees <../../hr/employees>` module to comply with local information for employees." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +msgid ":guilabel:`Mexico - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 +msgid "`l10n_mx_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:92 +msgid "Adds the required rules and parameters to manage local payroll calculation with the :doc:`Payroll <../../hr/payroll>` app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +msgid "Video tutorials" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +msgid "Videos on the Mexican localization are also available. Basic workflows and most topics covered on this page are also available in video format, please check out the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 +msgid "`Odoo Smart Tutorial - Mexican localization `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 +msgid "`Basic configurations and Youtube playlist `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 +msgid "The Odoo Mexican localization modules allow for the signing of electronic invoices, according to the specifications of the |SAT| for `version 4.0 of the CFDI `_, a legal requirement, as of January 1, 2022. These modules also add relevant accounting reports including the |DIOT|, enable foreign trade, and enable the creation of delivery guides." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 +msgid "In order to electronically sign any documents in Odoo, the Sign application must be installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +msgid ":doc:`Documentation on e-invoicing's legality and compliance in Mexico <../accounting/customer_invoices/electronic_invoicing/mexico>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:564 msgid "Requirements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "It is necessary to meet the following requirements before configuring the Mexican localization modules in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:55 -msgid "Be registered in the |SAT|, with a valid |RFC|." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:56 -msgid "Have a `Certificate of Digital Seal `_ (CSD)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:58 -msgid "Choose a PAC (Proveedor Autorizado de Certificación / Authorized Certification Provider). Currently, Odoo works with the following |PAC|\\s: `Solución Factible `_, `Quadrum (formerly Finkok) `_ and `SW Sapien - Smarter Web `_." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:62 -msgid "Have knowledge and experience with billing, sales, and accounting in Odoo. This documentation **only** contains the necessary information needed to use Odoo." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:66 -msgid "Installing modules" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 -msgid ":ref:`Install ` the following modules to get all the features of the Mexican localization. The :doc:`Accounting <../accounting>` and *Contacts* modules are required to be installed for this configuration:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:79 -msgid ":guilabel:`Mexico - Accounting`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 -msgid "`l10n_mx`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 -msgid "The default :doc:`fiscal localization package <../fiscal_localizations>`, adds accounting characteristics for the Mexican localization, such as: the most common taxes and the chart of accounts – based on `the SAT account grouping code `_." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:85 -msgid ":guilabel:`EDI for Mexico`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 -msgid "`l10n_mx_edi`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 -msgid "Includes all the technical and functional requirements to generate and validate :doc:`Electronics Documents <../accounting/customer_invoices/electronic_invoicing>` — based on the technical documentation published by the |SAT|. This allows you to send invoices (with or without addedums) and payment complements to the government." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 -msgid ":guilabel:`EDI v4.0 for Mexico`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:92 -msgid "`l10n_mx_edi_40`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 -msgid "Necessary to create XML documents with the correct specifications of the CFDI 4.0." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 -msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 -msgid "`l10n_mx_reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 -msgid "Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial Balance, and |DIOT|." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 -msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 -msgid "`l10n_mx_reports_closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 -msgid "Necessary to create the Closing Entry (Also known as the *month 13th move*)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 -msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 -msgid "`l10n_mx_xml_polizas`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 -msgid "Allows the export of XML files of Journal Entries for a compulsory audit." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 -msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 -msgid "`l10n_mx_xml_polizas_edi`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:106 -msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 -msgid "When installing a database from scratch and selecting :guilabel:`Mexico` as the country, Odoo automatically installs the following modules: :guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and :guilabel:`EDI v4.0 for Mexico`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 -msgid "The following modules are optional. It's recommended to install them *only* if meeting a specific requirement. Make sure that they are needed for the business." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 -msgid ":guilabel:`EDI for Mexico (Advanced Features)`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 -msgid "`l10n_mx_edi_extended`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 -msgid "Adds the external trade complement to invoices: A legal requirement for selling products to foreign countries." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 -msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:128 -msgid "`l10n_mx_edi_extended_40`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 -msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 -msgid ":guilabel:`Mexico - Electronic Delivery Guide`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 -msgid "`l10n_mx_edi_stock`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 -msgid "Lets you create a *Carta Porte*: A bill of lading that proves to the government you are sending goods between A & B with a signed electronic document." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 -msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" +msgid "Be registered in the |SAT| with a valid |RFC|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:135 -msgid "`l10n_mx_edi_stock_40`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 -msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" +msgid "Have a `Certificado de Sello Digital / Digital Seal Certificate `_ (CSD)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 -msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" +msgid "Choose a |PAC|. Currently, Odoo works with the following |PAC|\\s: `Solución Factible `_, `Quadrum `_, and `SW Sapien - Smarter Web `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 -msgid "`l10n_mx_edi_landing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 -msgid "Allows managing customs numbers related to landed costs in electronic documents." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 -msgid "After installing the correct modules, the next step is to verify that your company is configured with the correct data. To do so, go to :menuselection:`Settings --> General Settings --> Companies`, and select :guilabel:`Update Info` under your company name." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:148 -msgid "Enter the full :guilabel:`Address` in the resulting form, including: :guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| (:guilabel:`VAT` number)." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:147 +msgid "After installing the correct modules, the next step is to verify that the company is configured with the correct data. To do so, go to :menuselection:`Settings --> Users & Companies --> Companies`, and select the company to configure." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:151 -msgid "According to the requirements of the CFDI 4.0, the name of the main company contact **must** coincide with your business name registered in the |SAT|, without the legal entity abbreviation." +msgid "Enter the full :guilabel:`Address` in the resulting form, including: :guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| (:guilabel:`Tax ID` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Main company contact requirements for a correct invoicing." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 +msgid "According to the requirements of the |CFDI| 4.0, the name of the main company contact **must** match the business name registered in the |SAT|, without the legal entity abbreviation. This is the same for the :guilabel:`ZIP` code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:158 -msgid "From a legal point of view, a Mexican company **must** use the local currency (MXN). Therefore, Odoo does not provide features to manage an alternative configuration. If you want to manage another currency, let MXN be the default currency and use a :doc:`pricelist <../../sales/sales/products_prices/prices/pricing>`, instead." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 +msgid "From a legal point of view, Mexican companies **must** use the local currency (MXN). To use another currency, let MXN be the default currency and use a :doc:`pricelist <../../sales/sales/products_prices/prices/pricing>` instead." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:163 -msgid "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing (MX) --> Fiscal Regime`, then select the regime that applies to your company from the drop-down list, and click :guilabel:`Save`." +msgid "Next, go to :menuselection:`Accounting --> Settings`, and scroll to the :guilabel:`MX Electronic invoicing` section. Under :guilabel:`Service Tax Administration (SAT)`, select the :guilabel:`Fiscal Regime` that applies to the company from the drop-down list, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Fiscal regime configuration in the Accounting settings." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 +msgid "In order to test the Mexican localization, configure the company with a real address within Mexico (including all fields). Add `EKU9003173C9` as the :guilabel:`Tax ID` and `ESCUELA KEMPER URGATE` as the :guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use :guilabel:`General de Ley Personas Morales`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:171 -msgid "If you want to test the Mexican localization, the company can be configured with a real address within Mexico (including all fields), and add `EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the :guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use :guilabel:`General de Ley Personas Morales`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 +msgid "When using branches, all the invoicing information will be taken from the main company except for the zip. Unless the |RFC| is set on the branch, then the information will be taken directly from the branch." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:179 -msgid "To create a contact that can be invoiced, go to :menuselection:`Contacts --> Create`. Then, enter the contact name, full :guilabel:`Address` including: :guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| (:guilabel:`VAT` number)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:184 -msgid "As with your own company, all of your contacts needs to have their correct business name registered in the |SAT|. This also applies to the :guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI` tab." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 +msgid "Branches enable users to establish multiple brands within the same parent company. Additionally, when different fiscal regimes are required for invoicing purposes, it is necessary to create a branch for each regime. By default, the regime is inherited from the parent company. However, if the regime is explicitly set on the branch, Odoo will adopt the regime applicable to that branch." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:191 -msgid "Some additional configurations for factor type and tax objects need to be added to the sales taxes in order to properly sign invoices." +msgid ":ref:`Install ` the **Contacts** application to access contact records." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:195 -msgid "Factor type" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:193 +msgid "To create a contact that can be invoiced, go to the :menuselection:`Contacts` app and click :guilabel:`New`. Then, enter the contact name, full :guilabel:`Address` including the :guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| (:guilabel:`Tax ID`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:197 -msgid "The *Factor Type* field is pre-loaded in the default taxes. If new taxes are created, you need to make sure to configure this field. To do so, go to :menuselection:`Accounting --> Configuration --> Taxes`, then enable the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:198 +msgid "As with the company itself, all contacts must have their correct business name registered in the |SAT|. The :guilabel:`Fiscal Regime` must also be added in the :guilabel:`Sales & Purchase` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Factor Type Sales tax type configuration." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 +msgid "Having a |RFC| (:guilabel:`Tax ID`) set but no :guilabel:`Country` configured may result in incorrect invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 -msgid "Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:208 -msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 -msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 -msgid "Tax object" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 +msgid "In order to properly sign invoices, set the :ref:`Factor Type ` and :ref:`Tax Object ` fields on sales taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:214 -msgid "One requirement of the CFDI 4.0 is that the resulting XML file needs (or does not need) to break down the taxes of the operation. There are three different possible values that are added in the XML file:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 -msgid "`01`: Not subject to tax - this value is added automatically if your invoice line doesn't contain any taxes." +msgid "RESICO ISR withholdings and some |IEPS| taxes are created automatically, but the feature is not active by default. To enable it, go to :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 -msgid "`02`: Subject to tax - this is the default configuration of any invoice line that contains taxes." +msgid "Factor type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:221 -msgid "`03`: Subject to tax and not forced to break down - this value can be triggered on-demand for certain customers to replace the value 02." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 +msgid "Both the **Factor Type** and **SAT Tax Type** fields are pre-loaded in the default taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:224 -msgid "To use the `03` value, navigate to :menuselection:`Contacts --> your customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax Breakdown` checkbox." +msgid "For new taxes, set these fields in :menuselection:`Accounting --> Configuration --> Taxes` and click :guilabel:`New`. Set the :guilabel:`Tax Type` to :guilabel:`Sales`. In the :guilabel:`Advanced Options` tab, fill :guilabel:`SAT Tax Type` and :guilabel:`Factor Type` fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:228 +msgid "Odoo supports four groups of :guilabel:`SAT Tax Types`: :guilabel:`IVA`, :guilabel:`ISR`, :guilabel:`IEPS`, and :guilabel:`Local Taxes`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:231 -msgid "The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal regimes and/or taxes. Consult your accountant first to see if it is needed for your business before making any modification." +msgid "If the factor type is :guilabel:`Quota`, standard calculation methods cannot be used. Instead, set the tax calculation computation to :guilabel:`Custom Formula`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:236 -msgid "Other tax configurations" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 +msgid "result = quantity * 6.455\n" +"\n" +"" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:238 -msgid "When registering a payment, Odoo will carry out the movement of taxes from the *Cash Basis Transition Account* to the account set in the :guilabel:`Definition` tab. For such movement, a tax base account will be used: (`Base Imponible de Impuestos en Base a Flujo de Efectivo`) in the journal entry when reclassifying taxes. **Do not delete this account**." +msgid "*quantity* = the number of items in the transaction" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 +msgid "*6.455* = the quota value (a fixed amount per unit)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:240 +msgid "Only per-unit quotas are supported, not quotas based on other factors" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:243 -msgid "If you create a new tax in :menuselection:`Accounting --> Configuration --> Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, `ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." +msgid "Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Tax accounts available for Odoo." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:245 +msgid "For *0% VAT*, set the :guilabel:`Factor Type` to :guilabel:`Tasa`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 +msgid "For *VAT Exempt*, set the :guilabel:`Factor Type` to :guilabel:`Exento`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:249 +msgid "Local taxes are generated in a separate node in the XML file, these do not get validated by the |PAC|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 -msgid "To configure products, go to :menuselection:`Accounting --> Customers --> Products`, then select a product to configure, or :guilabel:`Create` a new one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product Category` field, select the category that represents the product. The process can be done manually, or through :doc:`a bulk import <../../essentials/export_import_data>`." +msgid "Quotas and custom formulas require the :guilabel:`Define Taxes as Python Code` module. See :doc:`Taxes <../accounting/taxes>`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 -msgid "All products need to have an |SAT| code associated with them in order to prevent validation errors." +msgid "Tax object" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 -msgid "PAC credentials" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:261 +msgid "One requirement of the CFDI 4.0 is that the resulting XML file handles the breakdown of taxes of the operation in accordance with the regulation. There are eight different possible values that are added in the XML file:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:265 +msgid "`01`: No tax Object: This value is added automatically if the invoice line doesn't contain any taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 +msgid "`02`: Tax Object: This is the default configuration of any invoice line that contains taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 -msgid "After you have processed your `Private Key (CSD) `_ with the |SAT|, you **must** register directly with the :ref:`PAC ` of your choice before you start creating invoices from Odoo." +msgid "`03`: Tax Object and doesn't require breakdown: This can only be added manually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:269 +msgid "`04`: Tax Object and doesn't have tax: This can only be added manually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:270 +msgid "`05`: Tax Object, VAT for PODEBI: This can only be added manually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:271 +msgid "`06`: VAT Object, No VAT forwarded: This object will be selected when there is an ISR withholding and no VAT tax." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 -msgid "Once you've created your account with any of these providers, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." +msgid "`07`: No VAT forwarded, |IEPS| breakdown: This object will be selected when there is an ISR withholding, |IEPS| tax and no VAT tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:275 +msgid "`08`: No VAT forwarded, |IEPS| breakdown: This object can only be added manually." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:278 +msgid "Using either 01, 03, 04, or 05 will remove the tax node from the XML file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:281 +msgid "The :guilabel:`IEPS breakdown` status affects the behavior of the tax objects due to the missing |IEPS| when the breakdown does not happen." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +msgid "Local taxes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +msgid "Local taxes (e.g., *ISH*, *Cedullar*) require a separate XML node and may not follow standard tax logic." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:292 +msgid "When configuring a local tax, its name appears in the local tax complement. The rate is treated as a withholding if negative, or carried forward if positive." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:298 +msgid "IEPS breakdown" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +msgid "By default Odoo hides the |IEPS| in the invoices so that the subtotal on which the VAT is calculated includes the amount of |IEPS|, this is to ensure that Fiscal Regimes that don't require it, don't recieve it." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:304 +msgid "It is possible to make the |IEPS| visible in the XML by selecting the :guilabel:`IEPS Breakdown` checkbox inside each contact on the :guilabel:`Sales & Purchase` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 +msgid "When using either :ref:`eCommerce invoicing ` or the :ref:`Self invoicing portal `, the customer will have the option to decide whether or not to have the |IEPS| breakdown." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 +msgid "Other tax configurations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:317 +msgid "The Mexican Localization uses :doc:`cash basis taxes <../../finance/accounting/taxes/cash_basis>`. When registering a payment, Odoo carries out the movement of taxes from the *Cash Basis Transition Account* to the account set in the :guilabel:`Definition` tab of the tax record set on the invoice or bill line. For such movement, a tax base account is used: (:guilabel:`899.01.99 Base Imponible de Impuestos en Base a Flujo de Efectivo`) in the journal entry when reclassifying taxes. **Do not delete this account**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:327 +msgid "Withholdings" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 +msgid "By default, Odoo includes withholdings with special distributions to allocate VAT." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:331 +msgid "When registering an invoice, add the withholding and its corresponding VAT. Both must be included on the vendor bill to ensure correct accounting. Using :doc:`fiscal positions <../accounting/taxes/fiscal_positions>` is recommended so the cash-basis entry properly splits the distribution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +msgid "For a lease vendor bill of `10000 MXN`, the `10.67%` lease withholding corresponds to a `16% VAT 2/3 H`. Both taxes must be applied together to reflect the correct accounting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 +msgid "Cash Basis entry with VAT split between paid and due." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:344 +msgid "Withholdings |CFDI| is not currently supported. Consult with an accountant the proper distribution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +msgid "To configure products, go to :menuselection:`Accounting --> Customers --> Products`. Open an existing product or click :guilabel:`New`. In the :guilabel:`Accounting` tab, set the :guilabel:`UNSPSC Product Category`. Products and categories can be set manually, or through :doc:`a bulk import <../../essentials/export_import_data>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 +msgid "All products need to have a |SAT| code associated with them in order to prevent validation errors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 +msgid "PAC credentials" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +msgid "After processing your `Private Key (CSD) `_ with the |SAT|, you **must** register directly with the :ref:`PAC ` of your choice before you start creating invoices from Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:374 +msgid "Once you've created your account with any of these providers, go to :menuselection:`Accounting --> Configuration --> Settings` and navigate to the :guilabel:`MX Electronic invoicing` section. Under the :guilabel:`Authorized Certification Provider (PAC)` section, enter the name of your |PAC| with your credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 msgid "Configuring PAC credentials from the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:281 -msgid "If you do not have credentials, but want to test the electronic invoicing, you can activate the :guilabel:`MX PAC test environment` checkbox, and select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a username or password for a test environment." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:383 +msgid "To test the electronic invoicing without credentials, activate the :guilabel:`MX PAC test environment` checkbox, and select :guilabel:`Solucion Factible` as the :guilabel:`PAC`. It is not required to add a username or password for a test environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:286 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:390 msgid ".cer and .key certificates" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:288 -msgid "The `digital certificates of the company `_ must be uploaded within the :guilabel:`MX Certificates` section. To do so, navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add a line`, and a window will open. Click :guilabel:`Create`, and from there, upload your digital :guilabel:`Certificate` (:file:`.cer` file), your :guilabel:`Certificate Key` (:file:`.key` file), and your :guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & Close`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 +msgid "The `digital certificates of the company `_ must be uploaded within the :guilabel:`Certificates` section. To do so, navigate to :menuselection:`Settings --> General Settings --> Certificates and Keys`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Certificate and key upload inputs." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:397 +msgid "Under :guilabel:`Manage your certificates`, click the :icon:`fa-right-arrow` :guilabel:`Keys` link to access the :guilabel:`Keys` list view. Click :guilabel:`Create`, upload the digital :guilabel:`Key file` (:file:`.key` file), add a :guilabel:`Name` to the key, and enter the :guilabel:`Private key password`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:301 -msgid "If you still do not have one of the contracted |PAC|\\s and you want to test electronic invoicing, you can use the following |SAT| test certificates:" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:402 +msgid "From :menuselection:`Settings --> General Settings --> Certificates and Keys`, select :guilabel:`Certificates` to access the :guilabel:`Certificate` list view. Click :guilabel:`Create`, upload the digital :guilabel:`Certificate` (:file:`.cer` file), add a :guilabel:`Name` to the certificate, and select the :guilabel:`Private Key` created on the previous step from the drop-down menu." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:304 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 +msgid "The :guilabel:`Certificate Password` and :guilabel:`Public Key` fields on :guilabel:`Certificate` records are optional." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:413 +msgid "In order to test the electronic invoicing, the following |SAT| test certificates are provided:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid ":download:`Certificate `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:416 msgid ":download:`Certificate Key `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:417 msgid "**Password**: ``12345678a``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:309 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:288 -msgid "Workflows" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:427 msgid "The invoicing process in Odoo is based on `Annex 20 `_ version 4.0 of electronic invoicing of the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 msgid "To start invoicing from Odoo, a customer invoice must be created using the :doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:324 -msgid "While the document is in draft mode, changes can be made to it (the correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require can be added, for example.)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:439 +msgid "While the document is in draft mode, changes can be made to it, some fields take values previously set on the sale order or the contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:327 -msgid "After you :guilabel:`Confirm` the customer invoice, a blue message appears stating: :guilabel:`The invoice will be processed asynchronously by the following E-invoicing service: CFDI (4.0)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:442 +msgid "The fields that need to be reviewed are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 -msgid "Pressing the :guilabel:`Process Now` button sends the document to the government so it can be signed. After receiving the signed document back from the government, the :guilabel:`Fiscal Folio` field appears on the document, and the XML file is attached in the chatter." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 +msgid "CFDI to public." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 -msgid "If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the invoice, you can confirm if the XML file is valid in the |SAT|." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1483 +msgid "Payment Policy" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:338 -msgid "If you are in a testing environment, you will always receive the message :guilabel:`Not Found`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:447 +msgid "Payment Method (If Payment Policy is not set as |PPD|)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 -msgid "To send the signed invoice to your client by mail, you can send both the XML and PDF files together, directly from Odoo, by clicking the :guilabel:`Send & Print` button. You can also download the PDF file to your computer, by clicking the :guilabel:`Print` button, and selecting the desired print option." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +msgid ":guilabel:`Usage`, :guilabel:`Payment Policy` and :guilabel:`Payment Method` can be previously set on a sale order and/or can be set on the contact for every invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 -msgid "While an invoice is a document type \"I\" (Ingreso), a credit note is a document type \"E\" (Egreso)." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:453 +msgid "The payment policy is a selectable field on the invoice and can be manually set to the required policy, however if no policy is selected, Odoo will compute an automatic policy based on the following general rules:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 -msgid "The only addition to the :doc:`standard flow for credit notes <../accounting/customer_invoices/credit_notes>` is that, as a requirement of the |SAT|, there has to be a relation between a credit note and an invoice through the fiscal folio." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 +msgid "The value will be set to |PUE| if the due date in which the payment is expected is within the current month, in case the date is outside the current month, the policy will be set to |PPD| instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:354 -msgid "Because of this requirement, the field :guilabel:`CFDI Origin` adds this relation with a `01|`, followed by the fiscal folio of the original invoice." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:462 +msgid "If the payment policy is not selected and |PPD| policy is expected, either select an invoice :guilabel:`Due Date` on a different month than the current one, or choose :guilabel:`Payment terms` that imply changing the due month (i.e., :guilabel:`30 Days`, or :guilabel:`15 Days`, as long as they fall on the next month)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 +msgid "After clicking on :guilabel:`Confirm` in the customer invoice, click on the :guilabel:`Send` button to process the invoice with the government. Make sure that the :guilabel:`CFDI` checkbox is marked." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Example CFDI Origin number." +msgid "CFDI Checkbox" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:361 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 +msgid "After receiving the signed document back from the government, the :guilabel:`Fiscal Folio` field appears on the document, and the XML file appears both in the |CFDI| tab and attached in the chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 +msgid "If an email address is configured on the customer contact record, marking the :guilabel:`by Email` and :guilabel:`CFDI` checkboxes sends both the XML and PDF files together." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:480 +msgid "To download the PDF file locally, click the :guilabel:`Print` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:483 +msgid "When clicking :guilabel:`Update SAT`, the :guilabel:`SAT status` field on the invoice will confirm if the XML file is **Validated** in the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:486 +msgid "On a testing environment, the message :guilabel:`Not Found` will always come up." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:489 +msgid "If the partner does not contain the :guilabel:`Country` or :guilabel:`Zip` the invoicing is assumed as a |CFDI| to public and the invoicing will be addressed to the generic customer. If however, these fields are left empty and the user unticks the :guilabel:`CFDI to public` checkbox, a pop-up will appear blocking the operation." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:499 +msgid "While an invoice is a document type \"I\" (Ingreso), a credit note is a document type \"E\" (Egreso)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:501 +msgid "The only addition to the :doc:`standard flow for credit notes <../accounting/customer_invoices/credit_notes>` is that, as a requirement of the |SAT|, there has to be a relation between a credit note and an invoice through the fiscal folio." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 +msgid "Because of this requirement, the field :guilabel:`CFDI Origin` adds this relation with a `01|`, followed by the fiscal folio of the original invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:509 msgid "For the :guilabel:`CFDI Origin` field to be automatically added, use the :guilabel:`Add Credit Note` button from the invoice, instead of creating it manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 -msgid "Payment complements" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 +msgid "Vendor bills have to have a fiscal folio for reports and payments to work correctly, if the vendor bill was created by the purchase app or added manually, just add the XML file of the invoice on the chatter **As a log note** and the fiscal folio will be updated accordingly, keep in mind that the bill **Must be in draft state** for the update to happen." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +msgid "When clicking :guilabel:`Update SAT`, the :guilabel:`SAT status` field on the invoice will confirm if the XML file is **Validated** in the |SAT|, this is also true for vendor bills." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 +msgid "See also :doc:`../accounting/vendor_bills`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 msgid "Payment policy" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:370 -msgid "One addition of the Mexican localization is the :guilabel:`Payment Policy` field. According to the SAT documentation, there are two types of payments:" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:538 +msgid "One addition of the Mexican localization is the :guilabel:`Payment Policy` field. `According to the SAT documentation `_, there are two types of payments:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 -msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:542 +msgid ":guilabel:`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:374 -msgid "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 +msgid ":guilabel:`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 -msgid ":doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:379 -msgid "The difference lies in the *Due Date* or *Payment Terms* of the invoice." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:381 -msgid "To configure |PUE| invoices, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` within the same month, or choose a payment term that does not imply changing the due month (immediate payment, 15 days, 21 days, all falling within the current month)." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:546 +msgid "Payment Complements are only generated if the policy of the invoice is set to |PPD|, please note that it is a requirement to set the :guilabel:`Payment Method` to something different than **99 - Por definir**." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 msgid "Example of an invoice with the PUE requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:390 -msgid "Some :guilabel:`Payment Terms` are already installed by default, and can be managed from :menuselection:`Accounting --> Configuration --> Payment Terms`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:393 -msgid "To configure |PPD| invoices, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` after the first day of the following month. This also applies if your :guilabel:`Payment Term` is due in the following month." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:553 +msgid "If the invoice has a due date outside the current month, it will default to |PPD|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 msgid "Example of an invoice with the PPD requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:401 -msgid "Because the |PPD| policy implies that an invoice is not going to get paid at the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is :guilabel:`99 - Por Definir` (To define)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:406 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:561 msgid "Payment flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:408 -msgid "In both cases, the payment process in Odoo :doc:`is the same <../accounting/customer_invoices>`, the main difference being payments related to |PPD| invoices trigger the creation of a document type \"P\" (Pago)." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:563 +msgid "In both cases, the payment process in Odoo :doc:`is the same <../accounting/payments>`, the main difference being payments related to |PPD| invoices, by law, need to be sent to the government as a document type \"P\" (Pago)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:412 -msgid "If a payment is related to a |PUE| invoice, it can be registered with the wizard, and be associated with the corresponding invoice. To do so, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select an invoice. Then, click the :guilabel:`Register Payment` button. The invoice status changes to :guilabel:`In Payment`, since the payment is effectively validated when it is bank reconciled." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 +msgid "If a payment is related to a |PUE| invoice, it can be registered through the payment popup, and be associated with the corresponding invoice. To do so, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select an invoice. Then, click the :guilabel:`Pay` button to open the payment popup, set the :guilabel:`Payment Way` and any other fields, and click :guilabel:`Create Payment`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:419 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +msgid ":doc:`../accounting/payments`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:575 msgid ":doc:`../accounting/bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:421 -msgid "While this process is the same for PPD invoices, the addition of the creating an :doc:`electronic document <../accounting/customer_invoices/electronic_invoicing>` means some additional requirements are needed to correctly send the document to the |SAT|." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 +msgid "While this process is the same for PPD invoices, the addition of creating an :doc:`electronic document <../accounting/customer_invoices/electronic_invoicing>` means some additional requirements are needed to correctly send the document to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:425 -msgid "From an invoice, you need to confirm the specific :guilabel:`Payment Way` where you received the payment. Because of this, the :guilabel:`Payment Way` field **cannot** be set as `99 - Por Definir (To Define)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +msgid "From a legal perspective, PPD invoices **must** include the specific :guilabel:`Payment Way` that the payment was received. Because of this, the :guilabel:`Payment Way` field **cannot** be set as :guilabel:`To Define`, thus the field will become invisible when selecting it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:429 -msgid "If you are going to add a bank account number in the :guilabel:`Accounting` tab of a customer's contact card, it must have a valid account number." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:586 +msgid "If a bank account number is required, add it in the :guilabel:`Accounting` tab of a customer's contact record." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 msgid "The exact configurations are in the `Anexo 20 of the SAT `_. Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for transfers, 16 for credit or debit cards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:437 -msgid "If a payment is related to a signed invoice with the :guilabel:`Payment Policy` `PPD`, Odoo generates the corresponding payment complement automatically, once you click :guilabel:`Process Now`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:593 +msgid "If a fully-reconciled payment is related to an invoice with a :guilabel:`Fiscal Folio`, the :guilabel:`Update Payments` appears. Click the :guilabel:`Update Payments` button to send the **payment complement** XML file to the government automatically and display it in the |CFDI| tab in both the invoice and the payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:599 +msgid "While it is a bad fiscal practice, the |PUE| payments can also be sent to the government, however it is required to click :guilabel:`Force CFDI` in the :guilabel:`CFDI` tab for this." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +msgid "Similar to an invoice or credit note, the PDF and XML can be sent to the final customer. To do so, click the :icon:`fa-cog` :guilabel:`(gear)` icon to open the actions drop-down menu and select :guilabel:`Send receipt by email` from the payment view." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +msgid "Regardless of whether the payment was created with or without reconciliation, it is possible to download the payment PDF from the :guilabel:`CFDI` tab on the invoice by clicking the :guilabel:`print` button." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "CFDI (4.0) E-invoicing service process payment now message." +msgid "Example of the print button on the CFDI tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:445 -msgid "A payment in MXN **cannot** be used to pay multiple invoices in USD. Instead, the payment should be separated into multiple payments, using the :guilabel:`Register Payment` button on the corresponding invoices." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 msgid "Invoice cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:452 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:618 msgid "It is possible to cancel the EDI documents sent to the |SAT|. According to the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two requirements for this:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 -msgid "With all cancellation requests, you **must** specify a *cancellation reason*." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:622 +msgid "All cancellation requests require a *cancellation reason*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 msgid "After 24 hours from the invoice creation, the client must be asked to approve the cancellation. If there is no response within 72 hours, the cancellation is processed automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:626 +msgid "Invoice cancellations are updated automatically on Odoo but can take some time, to check the status of the cancellation just press the :guilabel:`Update SAT` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:629 msgid "Invoice cancellations can be made for one of the following reasons:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:462 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:631 msgid "01 - Invoice issued with errors (with related document)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:463 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 msgid "02 - Invoice issued with errors (no replacement)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "03 - The operation was not carried out" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:465 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 msgid "04 - Nominative operation related to the global invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 -msgid "To initiate a cancellation, go to :menuselection:`Accounting --> Customers --> Invoices`, select the posted invoice to cancel, and click :guilabel:`Request Cancel`. Then, refer to the :ref:`localizations/mexico/01-invoice-cancellation` or :ref:`localizations/mexico/02-03-04-invoice-cancellation` sections, depending on the cancellation reason." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 +msgid "To initiate a cancellation, go to :menuselection:`Accounting --> Customers --> Invoices`, select the posted invoice to cancel, and click :guilabel:`Request Cancel`. Then, refer to the :ref:`l10n/mx/01-invoice-cancellation` or :ref:`l10n/mx/02-03-04-invoice-cancellation` sections, depending on the cancellation reason." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:474 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "Alternatively, request a cancellation from the :guilabel:`CFDI` tab by clicking :guilabel:`Cancel` on the line item." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:480 -msgid "Cancellation reason 01 - Invoice issued with errors (with related document)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 +msgid "If a cancellation is requested on a locked period, the CFDI will be cancelled but not the accounting entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +msgid "If the client rejects the cancellation, the invoice cancellation line item is removed from the :guilabel:`CFDI` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:654 +msgid "Cancellation reason 01" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:656 msgid "In the :guilabel:`Request CFDI Cancellation` pop-up window, select :guilabel:`01 - Invoice issued with errors (with related document)` from the :guilabel:`Reason` field and click :guilabel:`Create Replacement Invoice` to create a new draft invoice. This new draft invoice replaces the previous invoice, along with the related |CFDI|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:486 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:660 msgid ":guilabel:`Confirm` the draft and :guilabel:`Send & Print` the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:661 msgid "Return to the initial invoice (i.e., the invoice from which you first requested the cancellation). Notice the :guilabel:`Substituted By` field appears with a reference to the new replacement invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:490 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 msgid "Click :guilabel:`Request Cancel`. In the :guilabel:`Request CFDI Cancellation` pop-up window, the :guilabel:`01 - Invoice issued with errors (with related document)` option is automatically selected in the :guilabel:`Reason` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:493 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:667 msgid "Click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 msgid "The invoice cancellation is then generated with a reason line item in the :guilabel:`CFDI` tab." msgstr "" @@ -30667,465 +31879,962 @@ msgstr "" msgid "Canceled invoice line item in the CFDI tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:501 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 -msgid "If the client rejects the cancellation, the invoice cancellation line item is removed from the :guilabel:`CFDI` tab." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:675 +msgid "When using the :guilabel:`01 - Invoice issued with errors (with related document)` cancellation reason, the `04|` prefix appears in the :guilabel:`Fiscal Folio` field. This is an internal prefix used by Odoo to complete the cancellation and **does not** mean that the cancellation reason was :guilabel:`04 - Nominative operation related to the global invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:503 -msgid "When using the *01 - Invoice issued with errors (with related document)* cancellation reason, the `04|` prefix may appear in the :guilabel:`Fiscal Folio` field. This is an internal prefix used by Odoo to complete the cancellation and **does not** mean that the cancellation reason was *04 - Nominative operation related to the global invoice*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:511 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 msgid "Cancellation reasons 02, 03, and 04" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:513 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 msgid "In the :guilabel:`Request CFDI Cancellation` pop-up window, select the desired cancellation :guilabel:`Reason` and :guilabel:`Confirm` the cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:516 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:688 msgid "Upon doing so, the invoice cancellation is generated with a reason line item in the :guilabel:`CFDI` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:524 -msgid "Payment cancellations" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:692 +msgid "If the :guilabel:`SAT Status` goes back to **Validated** it could be due to one of these three reasons:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 -msgid "It is also possible to cancel *Payment Complements*. For this, go to the payment, via :menuselection:`Accounting --> Customers --> Payments`, and select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button will appear. Click :guilabel:`Process now`, and the document will be sent to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to confirm the current |SAT| status." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:695 +msgid "The invoice is labeled as *No Cancelable* in the `SAT Website `_. due to the fact that it has a valid related document: Either another invoice linked with the :guilabel:`CFDI Origin` field or a Payment Complemement. If so, you need to cancel any other related document first." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:532 -msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 -msgid "Just like invoices, when you create a new *Payment Complement*, you can add the relation of the original document, by adding a `04|` plus the fiscal folio in the :guilabel:`CFDI Origin` field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:539 -msgid "Invoicing special use cases" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:542 -msgid "CFDI to public" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:544 -msgid "If the customer you are selling goods or services to does not require an invoice, a *CFDI to Public* has to be created." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:547 -msgid "If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will be triggered. This is a main change in the CFDI 4.0 that requires invoices with that specific name to need additional fields, which Odoo does not currently support. So, for a *CFDI to Public* to be created, you need to add any name to your customer that is **not** `PUBLICO EN GENERAL`. (For example: `CLIENTE FINAL`)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:552 -msgid "In addition to this, it is required that the :guilabel:`ZIP` code of your company is added, the generic |RFC| is set as `XAXX010101000`, and the :guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones fiscales`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "CFDI to Public Customer field configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 -msgid "The main currency in Mexico is MXN. While this is mandatory for all Mexican companies, it is possible to send and receive invoices (and payments) in different currencies. To enable the use of :doc:`multicurrency <../accounting/get_started/multi_currency>`, navigate to the :menuselection:`Accounting --> Settings --> Currencies`, and set :guilabel:`Mexican Bank` as the :guilabel:`Service` in the :guilabel:`Automatic Currency Rates` section. Then, set the :guilabel:`Interval` field to the frequency you wish to update the exchange rates." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:569 -msgid "This way, the XML file of the document will have the correct exchange rate, and the total amount, in both the foreign currency and in MXN." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:572 -msgid "It is highly recommended to use :doc:`a bank account for each currency <../accounting/bank/foreign_currency>`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:576 -msgid "The only currencies that automatically update their exchange rate daily are: USD, EUR, GBP, and JPY." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Multi-currency configuration in the Accounting settings." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:583 -msgid "Down payments" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:585 -msgid "There can be cases where you receive a payment in advance from a customer that needs to be applied to an invoice later. In order to do this in Odoo, it is required to properly link invoices to each other with the :guilabel:`CFDI Origin` field. To do so, it is necessary to have the :doc:`Sales <../../sales>` app installed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:591 -msgid "`The official documentation for registration of down payments in Mexico `_." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 -msgid "First, navigate to the :menuselection:`Sales` app to create a product `Anticipo` and configure it. The :guilabel:`Product Type` must be :guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: `84111506 Servicios de facturación`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:598 -msgid "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down Payments`, and add the *Anticipo* product as the default." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:601 -msgid "Create a sales order with the total amount, and create a down payment (either using a percentage or fixed amount). Then, sign the document, and :guilabel:`Register the Payment`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 -msgid "When the time comes for the customer to get the final invoice, create it again from the same sales order. In the :guilabel:`Create Invoices` wizard, select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down payments`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:608 -msgid "Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix `07|` before the value. Then, sign the document." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 -msgid "After this, create a credit note for the first invoice. Copy the :guilabel:`Fiscal Folio` from the second invoice, and paste it in the :guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, sign the document." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 -msgid "With this, all electronic documents are linked to each other. The final step is to fully pay the new invoice. At the bottom of the new invoice, you can find the credit note in the :guilabel:`Outstanding credits` - add it as payment. Finally, register the remaining amount with the :guilabel:`Register Payment` wizard." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:622 -msgid "External trade" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:624 -msgid "The external trade is a complement to a regular invoice that adds certain values in both the XML and PDF, to invoices with a foreign customer according to `SAT regulations `_, such as:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:628 -msgid "The specific address of the receiver and the sender" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:629 -msgid "The addition of a :guilabel:`Tariff Fraction` that identifies the type of product" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 -msgid "The correct :guilabel:`Incoterm` (International Commercial Terms), among others (*certificate of origin* and *special units of measure*)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 -msgid "This allows the correct identification of exporters and importers, in addition to expanding the description of the merchandise sold." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 -msgid "Since January 1, 2018, external trade is a requirement for taxpayers, who carry export operations of type A1. While the current CFDI is 4.0, the external trade is currently on version 1.1" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 -msgid "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` and :guilabel:`l10n_mx_edi_extended_40` have to be installed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:643 -msgid "Before installing, make sure your business needs to use this feature. Consult your accountant first, if needed, before installing any modules." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:652 -msgid "To configure your company contact for external trade, navigate to :menuselection:`Accounting --> Customers --> Customers`, and select your :guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid :guilabel:`ZIP` code in your contact, the external trade complement adds the requirement that your :guilabel:`City` and the :guilabel:`State` must also be valid. All three fields must coincide with the `Official SAT Catalog `_, or you will receive an error." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:659 -msgid "Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, not in the company itself. You can find your company's contact in :menuselection:`Accounting --> Customers --> Customers`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:663 -msgid "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and can be added in the company directly in :menuselection:`Settings --> General Settings --> Companies`. These two fields have to coincide with the data in the |SAT|." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Optional external trade company fields." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:670 -msgid "To configure the contact data for a foreign receiving client, navigate to :menuselection:`Accounting --> Customers --> Customers`, and select the foreign client's contact. The contact must have the following fields completed to avoid errors:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 -msgid "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` code and the foreign :guilabel:`Country`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:676 -msgid "The format of the foreign :guilabel:`VAT` (tax identification number, for example: Colombia `123456789-1`)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 -msgid "In the :guilabel:`MX EDI` tab, you need to address if the customer receives goods for a period of time temporarily (:guilabel:`Temporary`) or permanently (:guilabel:`Definitive`)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 -msgid "If the new contact was created by duplicating another existing contact from Mexico, make sure to delete any carried over information from the :guilabel:`Fiscal Regime` field. In addition, do not enable the :guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory fields that are required for external trade contact configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Required external trade customer fields." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 -msgid "In the resulting XML and PDF files, the :guilabel:`VAT` is automatically replaced by the generic VAT for abroad transactions: `XEXX010101000`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:697 -msgid "All products involved with external trade have four fields that are required, two of them exclusive to external trade." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 -msgid "The :guilabel:`Internal Reference` of the product is in the :guilabel:`General Information` tab." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:699 +msgid "The cancellation request is still being processed by the |SAT|. If so, wait a few minutes and try again." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:701 -msgid "The :guilabel:`Weight` of the product must be more than `0`." +msgid "The final customer needs to reject or accept the cancellation request in their `Buzón Tributario `_. This can take up to 72 hours and, in case that the cancellation requests gets rejected, you will need to repeat the process again." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 -msgid "The `correct `_ :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` tab." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 +msgid "`Tool to validate Mexican Electronic Documents (CFDI) status `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:704 -msgid "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +msgid "For the cancellation reasons **02**, **03** and **04**, the :guilabel:`Create Replacement Invoice` button is replaced by a :guilabel:`Confirm` button that requests the cancellation immediately." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:713 +msgid "Both the current :guilabel:`State` and :guilabel:`Cancellation Reason` can be found in the :guilabel:`CFDI` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 +msgid "Old invoice with CFDI Origin." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 +msgid "Payment cancellations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 +msgid "To cancel :ref:`payment complements `, go to the :guilabel:`CFDI` tab of the related invoice and click :guilabel:`Cancel` on the line of the payment complement." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:727 +msgid "Like with invoices, go to the payment and click :guilabel:`Update SAT` in order to change the :guilabel:`SAT Status` and :guilabel:`Status` to :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:731 +msgid "Just like invoices, when creating a new payment complement, it is possible to add the relation of the original document, by adding a `04|` plus the fiscal folio in the :guilabel:`CFDI Origin` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:735 +msgid "This action cancels the invoice and marks the :guilabel:`Reason` as :guilabel:`01 - Invoice issued with errors (with related document)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +msgid "Invoicing special use cases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:746 +msgid "CFDI relations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:748 +msgid "Sometimes it is needed to relate the current document to previously signed CFDIs, to do so just fill the :guilabel:`CFDI Origin` field on the invoice indicating a relation, there are 7 possible values:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 +msgid "01: Nota de crédito" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:752 +msgid "02: Nota de débito de los documentos relacionados" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:753 +msgid "03: Devolución de mercancía sobre facturas o traslados previos" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 +msgid "04: Sustitución de los CFDI previos" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:755 +msgid "05: Traslados de mercancias facturados previamente" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:756 +msgid "06: Factura generada por los traslados previos" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:757 +msgid "07: CFDI por aplicación de anticipo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:760 +msgid "The format is: Origin Type|UUID1, UUID2, ...., UUIDn where more than one Origin Type can be added." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:764 +msgid "Here is an example with two relations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 +msgid "The first section has relation type **04** with **1 UUID**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 +msgid "The second section has relation type **07** with **2 UUIDs**" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 +msgid "Additionally any combination is also visible on the signed PDF." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 +msgid "Example of the PDF with 3 relations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 +msgid "The :guilabel:`Main Currency` in Mexico is MXN. While this is mandatory for all Mexican companies, it is possible to send and receive invoices (and payments) in different currencies. To enable the use of :doc:`multicurrency <../accounting/get_started/multi_currency>`, navigate to the :menuselection:`Accounting --> Configuration --> Currencies`, and set :guilabel:`[MX] Bank of Mexico` as the :guilabel:`Service` in the :guilabel:`Automatic Currency Rates` section. Then, set the :guilabel:`Interval` field to the frequency you wish to update the exchange rates." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:791 +msgid "This way, the XML file of the document will have the correct exchange rate, and the total amount, in both the foreign currency and in MXN." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:794 +msgid "It is highly recommended to use separate :doc:`bank accounts for each currency <../accounting/bank/foreign_currency>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:798 +msgid "The only currencies that automatically update their exchange rate daily are: USD, EUR, GBP, JPY and CNY." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 +msgid "By law, electronic documents sent to the government cannot have negative lines, as this can trigger errors. Therefore, when using :doc:`Gift Cards <../../sales/sales/products_prices/ewallets_giftcards>` or :doc:`Loyalty Programs <../../sales/sales/products_prices/loyalty_discount>`, the subsequent negative lines will be translated in the XML as if they were regular :doc:`Discounts <../../sales/sales/products_prices/prices/pricing/>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:813 +msgid "In order to set this up, navigate to :menuselection:`Sales --> Products --> Products` and create a product `Discounts`, make sure that it has a valid :guilabel:`Tax` (usually :guilabel:`IVA` at `16%`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:817 +msgid "After this, create and sign the invoice via |CFDI|, and add the `Discounts` product at the bottom. In the XML the discount should be subtracted from the first invoice line available, Odoo will try to subtract from each line the total amount in order until all the discount has been applied." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 +msgid "A `Discount` and `UNSPSC Product Category` for each product variant related to :guilabel:`Gift Cards` or :guilabel:`Loyalty Programs` have to be created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:828 +msgid "Down payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:830 +msgid "A common practice in Mexico is the usage of :doc:`down payments <../../sales/sales/invoicing/down_payment>`. It's usage primarily consists of cases where you receive a payment for a good or service where either the product or the price (or both) hasn't been determinated at the moment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:835 +msgid "The |SAT| allows two diferent ways to handle this process: both of them involve linking all invoices to each other with the :guilabel:`CFDI Origin` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:839 +msgid "For this process, the :doc:`Sales <../../sales>` app must be installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 +msgid "`The official documentation for registration of down payments in Mexico `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:848 +msgid "First, navigate to :menuselection:`Sales --> Products --> Products` to create a product `Anticipo` and configure it. The :guilabel:`Product Type` must be :guilabel:`Service`, and use the :guilabel:`UNSPSC Category` :guilabel:`84111506 Servicios de facturación`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:852 +msgid "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down Payments`, and add the *Anticipo* product as the default." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:858 +msgid "Method A" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:860 +msgid "This method consists of creating a down payment invoice, creating a invoice for the total amount, and finally, creating a credit note for the total of the down payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +msgid "First, create a sales order with the total amount, and create a down payment from it (either using a percentage or fixed amount). Then, sign the document via CFDI, and register the payment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:866 +msgid "When the time comes for the customer to get the final invoice, create it again from the same sales order. In the :guilabel:`Create Invoice` popup, select :guilabel:`Regular Invoice`. Make sure to delete the line that contains the product *Anticipo*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 +msgid "When using down payments with the Mexican localization, make sure that the :guilabel:`Invoicing Policy` of the products are :guilabel:`Ordered quantities`. Otherwise a customer credit note will be created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:875 +msgid "Then, copy the :guilabel:`Fiscal Folio` from the down payment invoice, and paste it into the :guilabel:`CDFI Origin` of the final invoice, adding the prefix `07|` before the value and sign the document via |CFDI|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +msgid "Finally, create a credit note for the first invoice. Copy the :guilabel:`Fiscal Folio` from the final invoice, and paste it in the :guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, sign the document via |CFDI|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:883 +msgid "With this, all electronic documents are linked to each other. The final step is to fully pay the new invoice. At the bottom of the new invoice, you can find the credit note in the :guilabel:`Outstanding credits` - add it as payment. Finally, register the remaining amount with the :guilabel:`Pay` popup." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 +msgid "In the sales order, all three documents should appear as \"In Payment\"." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:891 +msgid "Method B" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:893 +msgid "Another, simpler way to fulfill |SAT| requirements involves creating only the down payment invoice, and a second invoice for the remnant. This method involves the fact that negative lines are treated as discounts." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:897 +msgid "For this, follow the same process as :ref:`Method A `, up until the creation of the final invoice. Do not delete the line that contains the *Anticipo* and instead rename the other products :guilabel:`Description` to include the text `CFDI por remanente de un anticipo`. Don't forget to add the :guilabel:`Fiscal Folio` of the down payment invoice in the :guilabel:`CDFI Origin` of the final invoice, adding the prefix `07|`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:903 +msgid "Finally, sign the final invoice via |CFDI|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 +msgid "Addendas and complements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:910 +msgid "Addendas and complements can be included in the XML. To add one, go to :menuselection:`Accounting --> Configuration --> Addendas & Complementos (MX)` and :guilabel:`New` to enter the code to be injected. Additional fields beyond standard Odoo may be required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:915 +msgid "This section might require techincal knowledge as well as technical debt, it is recommended to ask your account manager for the best technical assistance." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:918 +msgid "Once the desired nodes are created, they can be selected on each contact to make them appear on every invoice addressed to that contact. By default all the selected nodes will be added automatically on every invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 +msgid "It is also possible to just select the nodes as needed on every invoice by selecting the :guilabel:`Other info` tab and then selecting the desired nodes from :guilabel:`Addendas & Complementos`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:927 +msgid "It is possible to add more than one per contact or per invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +msgid "XML reader" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:934 +msgid "In certain occasions, such as when you are creating invoices in another software or in the |SAT| directly, you would want to upload the invoices in Odoo. The XML Reader allows you to retrieve the data from an XML file. To do this, navigate to :menuselection:`Accounting --> Customers --> Invoices` and, in the list view, click the :guilabel:`Upload` button to select any number of XML files, and draft invoices will be automatically created. This can work also by dragging the files from your computer and dropping them in the view." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:941 +msgid "The draft invoices will retrieve the :guilabel:`Customer information` (if it doesn't exist, new ones will be created), the :guilabel:`Product Lines` (only if products with the same name already exist) and will calculate all taxes and additional fields exclusive to the Mexican Localization. The import information will appear in the chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 +msgid "Depending on where the invoice was created, XML files could have different values from the total calculated in Odoo. **Always** double-check any document uploaded this way." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:950 +msgid ":guilabel:`Customer Invoices` created this way will be able to create **payment complements** and to be canceled at any time. If you use the :guilabel:`Print` button, the PDF document will have all the corresponding information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:954 +msgid "This can be done for :guilabel:`Vendor Bills` too." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:957 +msgid "To retrieve the :guilabel:`Fiscal Folio`, drag and drop XML files as a log note in the chatter for previously created draft invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1484 +msgid "CFDI to public" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +msgid "The Mexican government requires that any goods or services that are sold must be backed up by an invoice. If the customer does not require an invoice or has no |RFC|, a *CFDI to Public* has to be created also known as a \"nominative\" invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:969 +msgid "A contact must be created and it must have a particular name." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:971 +msgid "If the :guilabel:`CFDI to Public` checkbox in either a sales order or an invoice is checked, the final XML will override the data in the invoice contact and will add the following characteristics:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:974 +msgid "|RFC|: **XAXX010101000** if it is a national customer or **XEXX010101000** if it is a foreign customer" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:976 +msgid ":guilabel:`ZIP` code: The same code of the company" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 +msgid ":guilabel:`Usage`: S01 - Without Fiscal Effects" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 +msgid "CFDI to Public Checkbox" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:982 +msgid "If the final customer doesn't share any details, create a generic :guilabel:`Customer`. The name cannot be `PUBLICO EN GENERAL` or an error will be triggered (it can be, for example, `CLIENTE FINAL`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 +msgid "By default sending the invoice is not allowed if the partner does not have either the *Country* or *Zip code* set, however this is not required if the :guilabel:`CFDI to public` checkbox is active." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:992 +msgid "`Regla 2.7.1.21 Expedición de comprobantes en operaciones con el público en general `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:998 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1416 +msgid "Global invoice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1000 +msgid "If by the end of a certain period of time (that can vary from daily to bimonthly, depending of your company's legal needs and preferences) and the customer still has sales that weren't marked as regular invoices or individual *CFDI to Public* invoices, the |SAT| allows for the creation of a single invoice that can contain all operations, known as a *global invoice*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1006 +msgid "For this process, the :doc:`Sales <../../sales/sales>` app must be installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1009 +msgid "`Guía de llenado del CFDI global `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1013 +msgid "Sales flow" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1015 +msgid "First, it is necessary to create a special :guilabel:`Journal` created in :menuselection:`Accounting --> Configuration --> Journals` with the purpose of keeping a separate sequence." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 +msgid "Then, make sure that all the sales orders that need to be signed have the following configurations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 +msgid ":guilabel:`CFDI to Public` checkbox enabled" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1021 +msgid ":guilabel:`Invoice Status` marked as :guilabel:`To Invoice`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1023 +msgid "After this, go to :menuselection:`Sales --> To Invoice --> Orders to Invoice`, select all relevant sales orders and press :guilabel:`Create Invoices`. Make sure to disable the :guilabel:`Consolidated Billing` checkbox and click :guilabel:`Create Draft Invoice`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 +msgid "Odoo will redirect to a list of invoices. Select all of them and in the :icon:`fa-gear` :guilabel:`Actions` drop-down menu select :guilabel:`Post entries`. Select all posted invoices again and go back to the :icon:`fa-gear` :guilabel:`Actions` drop-down menu to select :guilabel:`Create Global Invoice`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1032 +msgid "In the wizard, select the :guilabel:`Periodicity` indicated by a professional accountant and press :guilabel:`Create`. All invoices should be signed under the same XML file, with the same :guilabel:`Fiscal Folio`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +msgid "Click :guilabel:`Show` in the :guilabel:`CFDI` tab to display a list with all related invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 +msgid "Click :guilabel:`Cancel` in the :guilabel:`CFDI` tab to cancel the global invoice in both the |SAT| and Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1042 +msgid "Global invoices created this way won't have a **PDF** in them as their information is already within Odoo and is not to be seen by a customer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1048 +msgid "Electronic accounting (reporting)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1050 +msgid "For Mexico, `Electronic Accounting `_ refers to the obligation to keep accounting records and entries through electronic means, and to enter accounting information on a monthly basis, through the |SAT| website." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1055 +msgid "It consists of three main XML files:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1057 +msgid "The updated list of the chart of accounts that is currently in use" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 +msgid "A monthly trial balance, plus a closing entry report, also known as: *Trial Balance Month 13*" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1059 +msgid "An export of the journal entries in the general ledger (optional except in the case of a compulsory audit)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 +msgid "The resulting XML files follow the requirements of the `Anexo Técnico de Contabilidad Electrónica 1.3 `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1065 +msgid "In addition to this, it is possible to generate the `DIOT `_: a report of vendors' journal entries that involve IVA taxes that can be exported in a TXT file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1071 +msgid "In order to use these reports, the following modules must be installed:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 +msgid ":guilabel:`Odoo Mexican Localization Reports` `l10n_mx_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1074 +msgid ":guilabel:`Mexico - Month 13 Trial Balance` `l10n_mx_reports_closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 +msgid ":guilabel:`Odoo Mexican XML Polizas Export` `l10n_mx_xml_polizas`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1077 +msgid "The *chart of accounts* and the *Trial Balance Month 13* reports can be found in :menuselection:`Accounting --> Reporting --> Trial Balance`. The *DIOT* report can be found in :menuselection:`Accounting --> Reporting --> Tax Report`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 +msgid "The specific characteristics and obligations of the reports that you send might change according to your fiscal regime. Always contact your accountant before sending any documents to the government." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 +msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` in Mexico follows a specific pattern based on |SAT|'s' `Código agrupador de cuentas `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1095 +msgid "It is possible to create any account, as long as it respects |SAT|'s encoding group: the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1099 +msgid "Some examples are `102.01.99` or `401.01.001`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 +msgid "When a new account is created in :menuselection:`Accounting --> Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern, the correct grouping code appears in :guilabel:`Tags`, and the account appears in the *COA* report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1105 +msgid "Once all accounts are created, make sure the correct :guilabel:`Tags` are added as these mark the nature of the account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1109 +msgid "It is not advised use any pattern that ends a section with a 0 (such as `100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the report. By default Odoo will mark the accounts as yellow if the numbering will cause issue later on, this is to prevent reports from providing inaccurate data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1114 +msgid "Once everything is set up, go to :menuselection:`Accounting --> Reporting --> Trial Balance`, and click the :guilabel:`COA SAT (XML)` button to generate an XML file containing all of the accounts. This XML file is ready to upload to the |SAT| website." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1123 +msgid "The trial balance reports the initial balance, credit, and total balance of your accounts, provided that you added their correct :ref:`encoding group `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1126 +msgid "To generate an XML file of the trial balance, go to :menuselection:`Accounting --> Reporting --> Trial Balance`, select the date, and click the :icon:`fa-cog` :guilabel:`(action menu)`, then select :guilabel:`SAT (XML)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 +msgid "Trial balance report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1134 +msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1139 +msgid "Month 13" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1141 +msgid "An additional report is the *Month 13*: a closing balance sheet that shows any adjustments or movements made in the accounting to close the year." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1144 +msgid "To generate this XML document, navigate to :menuselection:`Accounting --> Accounting --> Journal Entries`, and create a new document. Here, add all amounts to modify, and balance the debit and/or credit of each one." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1148 +msgid "After this is done, go to the :guilabel:`Other Info` tab and check the :guilabel:`Month 13 Closing` field. If needed, go to :menuselection:`Accounting --> Reporting --> Trial Balance` and select the date :guilabel:`Month 13`, where it is possible to see the the total amount of the year, plus all the additions of the journal entry. To generate the XML file, click the :icon:`fa-cog` :guilabel:`(action menu)`, then select :guilabel:`SAT (XML)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1159 +msgid "By law, all transactions in Mexico must be recorded digitally. Since Odoo automatically creates all the underlying journal entries of all invoices and payments, simply exporting the general ledger complies with |SAT|'s audits and/or tax refunds." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1164 +msgid "The report can be filtered by period or by journal, depending on the need." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1166 +msgid "To create the XML, go to :menuselection:`Accounting --> Reporting --> General Ledger`, click :icon:`fa-cog` :guilabel:`(action menu)`, then click :guilabel:`XML (Polizas)`. Then, select among four :guilabel:`Export` types:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1170 +msgid ":guilabel:`Tax audit`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1171 +msgid ":guilabel:`Audit certification`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1172 +msgid ":guilabel:`Return of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1173 +msgid ":guilabel:`Compensation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1175 +msgid "For :guilabel:`Tax audit` or :guilabel:`Audit certification`, add the :guilabel:`Order Number` provided by the |SAT|. For :guilabel:`Return of goods` or :guilabel:`Compensation`, add the :guilabel:`Process Number`, also provided by the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1180 +msgid "To see this report without sending it, use `ABC6987654/99` for the :guilabel:`Order Number` or `AB123451234512` for the :guilabel:`Process Number`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1186 +msgid "DIOT report" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1188 +msgid "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative Declaration of Operations with Third Parties*) is an additional obligation with the |SAT|, where the current status of creditable and non-creditable payments, withholdings, import taxes, and refunds of VAT from your vendor bills are provided to the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1194 +msgid "Since July 2025 the new 2025 version of the report is available." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1196 +msgid "Unlike other reports, the |DIOT| is uploaded to a website provided by the |SAT| that contains the A-29 form. In Odoo, you can download the records of your transactions as a TXT file that can be uploaded to the form, avoiding direct capture of this data." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1200 +msgid "The transactions file contains the total amount of the payments registered in vendor bills, broken down into the corresponding types of IVA. The :guilabel:`VAT`, :guilabel:`Country` and :guilabel:`Type of operation` fields are mandatory for all vendors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1204 +msgid "To download the |DIOT| report as a TXT file, go to :menuselection:`Accounting --> Reports --> Tax Return`. Select the desired month, click :icon:`fa-cog` :guilabel:`(action menu)`, and select :guilabel:`DIOT (TXT)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1208 +msgid "In case new taxes are created on the database, there are two types of tags, the tags containing **tax** must go into the tax distribution and the ones with the base name go on the base of the tax. All lines of a VAT tax **must** containing at least one tax grid." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 +msgid "DIOT (TXT) download button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1216 +msgid "It is required to fill in the :guilabel:`Type of Operation` field in the :guilabel:`Accounting` tab of each vendor to prevent validation errors. Make sure that foreign customers have their :guilabel:`Country` set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 +msgid "DIOT information on a vendor contact." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1223 +msgid "Selecting :guilabel:`87 - Global Operations` will cause the final TXT file to merge all vendors that are part of the global operations under one generic VAT: *XAXX010101000*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1229 +msgid "External trade" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1231 +msgid "The external trade is a complement to a regular invoice that adds certain values in both the XML and PDF, to invoices with a foreign customer according to `SAT regulations `_, such as:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1235 +msgid "The specific address of the receiver and the sender" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1236 +msgid "The addition of a :guilabel:`Tariff Fraction` that identifies the type of product" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1237 +msgid "The correct :doc:`../accounting/customer_invoices/incoterms` (International Commercial Terms)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1238 +msgid "And more, such as the *certificate of origin* and *special units of measure*" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1240 +msgid "This allows the correct identification of exporters and importers, in addition to expanding the description of the merchandise sold." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1243 +msgid "Since January 1, 2018, external trade is a requirement for taxpayers who carry export operations of type A1. While the current CFDI is 4.0, the external trade is currently on version 2.0." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1247 +msgid "In order to use this feature, the :guilabel:`EDI for Mexico (Advanced Features)` `l10n_mx_edi_extended` module must be installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1251 +msgid "Before installing, make sure your business needs to use this feature. Consult your accountant first, if needed, before installing any modules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1254 +msgid "The :guilabel:`CFDI to public` checkbox must be ticked when creating foreign invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1262 +msgid "To configure your company contact for external trade, navigate to :menuselection:`Accounting --> Customers --> Customers`, remove the default :guilabel:`Customer Invoices` filter, and select your :guilabel:`Company` name. While the CFDI 4.0 requirements require adding a valid :guilabel:`ZIP` code in the company contact record, the external trade complement adds the requirement that the :guilabel:`City` and the :guilabel:`State` must also be valid. All three fields must coincide with the `Official SAT Catalog for Carta Porte `_, or it will produce an error." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1272 +msgid "Add the :guilabel:`City` and :guilabel:`State` in the company's *contact record*, not in the company record itself." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1275 +msgid "On the contact record, the optional fields :guilabel:`Locality` and :guilabel:`Colony Code` can also be filled. These two fields also have to coincide with the data in the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1278 +msgid "To configure the contact data for a foreign receiving client, navigate to :menuselection:`Accounting --> Customers --> Customers`, and select the foreign client's contact. The contact must have the following fields completed to avoid errors:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1282 +msgid "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` code and the foreign :guilabel:`Country`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1284 +msgid "The foreign :guilabel:`RFC` (tax identification number), in the correct format (for example: Colombia `123456789-1`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1286 +msgid "In the :guilabel:`Sales & Purchase` tab, to activate the :guilabel:`Needs external trade?` checkbox." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1290 +msgid "In the resulting XML and PDF files, the :guilabel:`VAT` is automatically replaced by the generic VAT for abroad transactions: `XEXX010101000`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1296 +msgid "All products involved with external trade have four additional fields that are required, two of which are exclusive to external trade." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1299 +msgid "The :guilabel:`Reference` of the product must be set in the :guilabel:`General Information` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1300 +msgid "The :guilabel:`Weight` of the product in the :guilabel:`Inventory` tab must be more than `0`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1301 +msgid "The `correct `_ :guilabel:`Tariff Fraction` of the product must be set in the :guilabel:`Accounting` tab for external trade." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1303 +msgid "The :guilabel:`UMT Aduana` in the :guilabel:`Accounting` tab must be set and correspond to the :guilabel:`Tariff Fraction` for external trade." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 msgid "Required external trade product fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1310 msgid "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct :guilabel:`UMT Aduana` is `kg`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:712 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1312 msgid "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct :guilabel:`UMT Aduana` is `Units`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 -msgid "Before creating an invoice, it is important to take into account that external trade invoices require to convert the amounts of your product into USD. Therefore, :doc:`multicurrency <../accounting/get_started/multi_currency>` **must** be enabled and *USD* **must** be activated in the :guilabel:`Currencies` section. The correct :guilabel:`Service` to run is :guilabel:`Mexican Bank`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1318 +msgid "Before creating an invoice, it is important to take into account that external trade invoices require converting product prices into a foreign currency such as USD. Therefore, :doc:`multicurrency <../accounting/get_started/multi_currency>` **must** be enabled with the foreign currency activated in the :guilabel:`Currencies` section. The correct :guilabel:`Service` to run is :guilabel:`[MX] Bank of Mexico`. To convert product prices, create a :doc:`pricelist <../../sales/sales/products_prices/prices/pricing>` in the foreign currency." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 -msgid "Then, with the correct exchange rate set up in :menuselection:`Accounting --> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and the optional :guilabel:`Certificate Source` in the :guilabel:`Other Info` tab." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1325 +msgid "Then, with the correct exchange rate set up in :menuselection:`Accounting --> Settings --> Currency`, set the :guilabel:`Incoterm` and the optional :guilabel:`Certificate Source` fields in the invoice's :guilabel:`Other Info` tab." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1330 +msgid "While not mandatory, the information will be more complete if :guilabel:`CFDI to public` is also active." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1333 +msgid "Finally, confirm the invoice with the same process as a regular invoice, and click the :guilabel:`Send` button to sign it via CFDI." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1341 +msgid "The :doc:`Point of sale <../../sales/point_of_sale>` adaptation of the Mexican Localization enables the creation of invoices that comply with the |SAT| requirements directly in the **POS session**, with the added benefit of creating receipt tickets that allow *self-invoicing* in a special portal and creating global invoices." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1349 +msgid "Point of sale flow" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1351 +msgid "Other than the standard :doc:`Point of Sale configuration <../../sales/point_of_sale/configuration>`, the only requirement for the Mexican localization is the additional fact that each payment method needs to be configured with a correct :guilabel:`Payment Way`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1357 +msgid "By default Odoo creates preconfigured payment methods for cash, credit card, and debit card." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1359 +msgid "While selling on the **Point of Sale**, click the :guilabel:`Customer` button to either create or select a customer. Here it is possible to review customer invoicing information (such as the |RFC| or :guilabel:`Fiscal Regime`) and even modify it directly inside the session." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1363 +msgid "After selecting a customer, tick the :icon:`fa-file-text-o` :guilabel:`Invoice` checkbox. This opens a menu to select the :guilabel:`Usage` and to define if it is an invoice to the public. Click confirm, select the payment method, and then click validate to complete the order. The PDF is then downloaded and it is possible to send the invoice via mail to the final customer alongside the receipt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1370 +msgid "To create invoices from orders, go to the :guilabel:`Orders` menu, select the order, click :guilabel:`Load Order`, and tick the :icon:`fa-file-text-o` :guilabel:`Invoice` checkbox. This opens the same menu for the :guilabel:`Usage` and :guilabel:`CFDI to Public`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "External trade Other Info tab of a product." +msgid "Invoice Configuration for Point of Sale." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:731 -msgid "Finally, sign the invoice with the same process as a regular invoice, and click the :guilabel:`Process Now` button." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1377 +msgid "To sign a credit note automatically, tick the :icon:`fa-file-text-o` :guilabel:`Invoice` checkbox when processing a :ref:`refund `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 -msgid "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, and destination of goods being carried." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1381 +msgid "Credit notes for returned products will contain the relation type :guilabel:`03 - Devolución de mercancía sobre facturas o traslados previos`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:740 -msgid "On December 1st, 2021, version 2.0 of this CFDI was implemented for all transportation providers, intermediaries, and owners of goods. Odoo is able to generate a document type \"T\" (Traslado), which, unlike other documents, is created in a delivery order instead of an invoice or payment." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1385 +msgid "In the Mexican localization, positive and negative lines in a **POS** session cannot be mixed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 -msgid "Odoo can create XML and PDF files with (or without) ground transport, and can process materials that are treated as *Dangerous Hazards*." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1387 +msgid "If a |SAT| validation error occurs customer will get a :doc:`Pro-Forma invoice <../../sales/sales/invoicing/proforma>` instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 -msgid "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, :guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and :guilabel:`l10n_mx_edi_stock_40` have to be installed." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1393 +msgid "Self-invoicing portal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 -msgid "In addition to this, it is necessary to have the :doc:`Inventory <../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` apps installed, as well." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1395 +msgid "If the final customer is not sure if they want to have their invoice generated at the exact moment of the sale, it is possible to give them the option of creating a receipt with either a QR code or a URL. To do so, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:755 -msgid "Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, or marine transport. Consult your accountant first if this feature is needed before doing any modifications." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1399 +msgid "Go to :menuselection:`Point of Sale --> Configuration`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:761 -msgid "Odoo manages two different types of CFDI:" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1400 +msgid "Select the :guilabel:`Point of Sale`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:763 -msgid "**No Federal Highways**: Is used when the *Distance to Destination* is `less than 30 KM `_." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1401 +msgid "Scroll to the :guilabel:`Bills & Receipts` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:765 -msgid "**Federal Transport**: Is used when the *Distance to Destination* exceeds 30 KM." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1402 +msgid "Enable :guilabel:`Self-service invoicing`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:767 -msgid "Other than the standard requirements of regular invoicing (The |RFC| of the customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no external configuration is needed." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1403 +msgid "Set the :guilabel:`Print` field to :guilabel:`QR code`, :guilabel:`URL`, or :guilabel:`QR code + URL`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 -msgid "For *Federal Transport*, several configurations have to be added to contacts, vehicle setups, and products. Those configurations are added to the XML and PDF files." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1406 +msgid "Customers who scan this QR code or follow the URL will access to a menu where they can add their fiscal information, including the *Usage* and *Fiscal Regime* once they enter the five digit code that is also provided on the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 -msgid "Contacts and vehicles" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1411 +msgid ":doc:`../../sales/point_of_sale/receipts_invoices`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 -msgid "Like the external trade feature, the :guilabel:`Address` in both the company and the final customer must be complete. The :guilabel:`ZIP` code, :guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT Catalog for Carta Porte _`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1418 +msgid "As with regular sales orders, global invoices can also be created from a POS session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 -msgid "The field, :guilabel:`Locality`, is optional for both addresses." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1420 +msgid "For this, make sure not to select a customer or the invoice option in the payment menu and go to :menuselection:`Point of Sale --> Orders --> Orders`. There, select all the orders to invoice, click :icon:`fa-cog` :guilabel:`Actions` and select :guilabel:`Create Global Invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Delivery guide contact configuration." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1424 +msgid "Like with sales orders, choose the correct :guilabel:`Periodicity` and press :guilabel:`Create`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:787 -msgid "The origin address used for the delivery guide is set in :menuselection:`Inventory --> Configuration --> Warehouses Management --> Warehouses`. While this is set as the company address by default, you can change it according to your correct warehouse address." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1426 +msgid "This attaches an XML file to each of the selected orders. The XML files can be downloaded by going to the :guilabel:`CFDI` tab. If needed, it is possible to cancel the invoice from the same tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:791 -msgid "Another addition to this feature is the :guilabel:`Vehicle Setups` menu found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets you add all the information related to the vehicle used for the delivery order." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1429 +msgid "If eventually any of the orders that are part of the global invoice need to be addressed to a customer, it is still possible to send an invoice by entering a new POS session, clicking the :icon:`fa-bars` :guilabel:`(drop-down menu)`, then click :guilabel:`Orders`. Change the :guilabel:`All active orders` filter to :guilabel:`Paid`, select the order, and click the :icon:`fa-file-text-o` :guilabel:`Invoice` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 -msgid "All fields are mandatory to create a correct delivery guide." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1436 +msgid "Global invoices, just as regular invoices, can only be grouped by physical address. That is determined by the address set on the POS invoice journal, so when attempting to invoice two addresses a warning will come up to warn the user of the error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:798 -msgid "The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, must contain between 5 to 7 characters." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1445 +msgid "The eCommerce adaptation of the Mexican Localization provides and extra step to create invoices that comply with the |SAT| requirements on :doc:`eCommerce <../../websites/ecommerce>` by retrieving the customer data after the **Checkout** and even allowing for the signature of **automatic invoices** after the payment is processed, as well as sending customers the files via email and granting them access to retrieve their PDF file from their own customer portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:801 -msgid "In the :guilabel:`Intermediaries` section, you must add the operator of the vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` and :guilabel:`Operator Licence`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1454 +msgid "eCommerce flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Delivery guide vehicle configuration." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1456 +msgid "During the regular checkout process, a new :guilabel:`Invoicing Info` step appears, where it is possible to request an invoice or not. If :guilabel:`No` is selected, a **CFDI to Public** is created,. If :guilabel:`Yes` is selected, the :guilabel:`RFC`, :guilabel:`Fiscal Regime`, and :guilabel:`Usage` are required in order to get all information in the sales order, where its status will change to :guilabel:`To Invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:810 -msgid "Similar to regular invoicing, all products must have a :guilabel:`UNSPSC category`. In addition to this, there are two extra configurations for products involved in delivery guides:" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1462 +msgid "Additionally the customer can decide whether or not to request :ref:`IEPS Breakdown `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:813 -msgid "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for stock movements to be created." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1466 +msgid "Make sure to add a :guilabel:`UNSPSC code` to the :ref:`shipping product `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:815 -msgid "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have more than `0`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1469 +msgid "If the :guilabel:`Automatic Invoicing` is enabled in :menuselection:`Settings --> Website --> Invoicing`, the electronic document will be signed automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 -msgid "Creating a delivery guide of a product with the value `0` will trigger an error. As the :guilabel:`Weight` has been already stored in the delivery order, it is needed to return the products, and create the delivery order (and delivery guide) again with the correct amounts." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1477 +msgid "The **Sales** app contains fields that make invoicing easier, while the fields themselves do not change the sales behavior, they are directly copied when creating an invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Delivery guide product configuration." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1480 +msgid "The copied fields are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:826 -msgid "Sales and inventory flow" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1482 +msgid "Payment Way" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:828 -msgid "To create a delivery guide, first, you need to create and confirm a sales order from :menuselection:`Sales --> Sales Order`. This generates a :guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the transfer." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1487 +msgid "Additionally, it is possible to get a preview of the invoice for validation purposes with the customer by installing the :doc:`pro-forma module <../../sales/sales/invoicing/proforma>`. This module adds the mentioned fields to the sale order as well as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 -msgid "After the status is set to :guilabel:`Done`, you can edit the transfer, and select the :guilabel:`Transport Type` (either :guilabel:`No Federal Highways` or :guilabel:`Federal Transport`)." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1491 +msgid "Product code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 -msgid "If your delivery guide has the type :guilabel:`No Federal Highways`, you can save the transfer, and then click :guilabel:`Generate Delivery Guide`. The resulting XML can be found in the chatter." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1492 +msgid "Unit code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:840 -msgid "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use :guilabel:`No Federal Highways` do not require any special configuration to be sent to the government." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1493 +msgid "Fiscal regime" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:843 -msgid "If your delivery guide has the type, :guilabel:`Federal Transport`, the tab :guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` used for this delivery." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1498 +msgid "Subscriptions" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Delivery guide MX EDI tab configuration." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1500 +msgid "While handling subscriptions, all the sales fields are used to create the recurrent invoices. These are automatically signed and sent via email with the PDF and XML attached with no additional manual actions required." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:851 -msgid "Dangerous hazards" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1505 +msgid "All invoices generated by the subscription app will always be automatically signed with no exceptions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 -msgid "Certain values in the :guilabel:`UNSPSC Category` are considered in the `official SAT catalog `_ as *dangerous hazards*. These categories need additional considerations when creating a delivery guide with :guilabel:`Federal Transport`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1511 +msgid "Inventory" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:858 -msgid "First, select your product from :menuselection:`Inventory --> Products --> Products`. Then, in the :guilabel:`Accounting` tab, the fields :guilabel:`Hazardous Material Designation Code (MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the correct code from the |SAT| catalog." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Delivery guide hazardous material product required fields." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 -msgid "In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the data from the :guilabel:`Environment Insurer` and :guilabel:`Environment Insurance Policy` has to be filed, as well. After this, continue with the regular process to create a delivery guide." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Delivery Guide environment insurer required fields." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1516 msgid "Customs numbers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:875 -msgid "A *customs declaration* (Pedimento Aduanero) is a fiscal document that certifies that all contributions to the fiscal entity (the |SAT|) has been paid for, including the import/export of goods." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1518 +msgid "A *customs declaration* (Pedimento Aduanero) is a fiscal document that certifies that all contributions to the fiscal entity (the |SAT|) have been paid for, including the import/export of goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 -msgid "According to the `Annex 20 `_ of CFDI 4.0, in documents where the invoiced goods come from a first-hand import operation, the field, :guilabel:`Customs Number`, needs to be added to all lines of products involved with the operation." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1522 +msgid "According to the `Annex 20 `_ of CFDI 4.0, in documents where the invoiced goods come from a first-hand import operation, the :guilabel:`Customs Number` field, needs to be added to all lines of products involved with the operation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:883 -msgid "To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, :doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales <../../sales/sales>` apps." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1528 +msgid "To do so, the :guilabel:`Odoo Mexico Localization for Stock/Landing` `l10n_mx_edi_landing` module must be installed, in addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, :doc:`Purchase <../../inventory_and_mrp/purchase>`, and :doc:`Sales <../../sales/sales>` apps." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1533 msgid "Do not confuse this feature with external trade. The customs numbers are directly related to importing goods, while the external trade complement is related to exporting. Consult your accountant first if this feature is needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 -msgid "In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs <../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. Go to :menuselection:`Inventory --> Configuration --> Settings --> Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1540 +msgid "In order to track the correct customs number for a specific invoice, Odoo uses :doc:`landed costs <../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs>`. Go to :menuselection:`Inventory --> Configuration --> Settings`, and in the :guilabel:`Valuation` section, make sure that :guilabel:`Landed Costs` is activated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:900 -msgid "Begin by creating a *service*-type product called, `Pedimento`. In the :guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select a :guilabel:`Default Split Method`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1545 +msgid "Begin by creating a **service-type** product called, `Pedimento`. In the :guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select a :guilabel:`Default Split Method`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:903 -msgid "Then, configure the *storable products* that hold the customs numbers. To do so, create the storable products, and make sure the :guilabel:`Product Category` has the following configuration." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1548 +msgid "Then, configure the **goods-type** products that hold the customs numbers. To do so, create the products, and make sure the :guilabel:`Product Category` has the following configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1551 msgid ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:907 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1552 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 -msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1553 +msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventory`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:909 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1554 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:910 -msgid ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en tránsito`" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1555 +msgid ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Goods in transit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 -msgid ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en tránsito`" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1556 +msgid ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Goods in transit`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1559 +msgid "Setting the :guilabel:`Inventory Valuation` to :guilabel:`Automated` requires first enabling the feature. Go to :menuselection:`Accounting --> Configuration --> Settings`, and in the :guilabel:`Stock Valuation` section, enable :guilabel:`Automatic Accounting`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 @@ -31136,228 +32845,260 @@ msgstr "" msgid "Storable product category configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:920 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1570 msgid "Purchase and sales flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 -msgid "After you configure your product, follow the standard :doc:`purchase flow <../../inventory_and_mrp/purchase>`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1572 +msgid "After configuring the product, follow the standard :doc:`purchase flow <../../inventory_and_mrp/purchase>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:925 -msgid "Create a purchase order from :menuselection:`Purchase --> Orders --> Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` smart button. Click on the :guilabel:`Receipt` smart button to :guilabel:`Validate` the receipt." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1575 +msgid "Create a purchase order from :menuselection:`Purchase --> Orders --> Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` smart button. Click on the :guilabel:`Receipt` smart button and :guilabel:`Validate` the receipt." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:929 -msgid "Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create a new record. Add the transfer that you just created, and both: the product `Pedimento` and :guilabel:`Customs number`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1579 +msgid "Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create a new record. In the :guilabel:`Transfer`, add the receipt that was just validated, add the :guilabel:`Customs number` and in the :guilabel:`Additional Costs` tab, add the :guilabel:`Pedimento` product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 -msgid "Optionally, you can add a cost amount. After this, validate the landed cost. Once :guilabel:`Posted`, all products related to that receipt have the customs number assigned." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1583 +msgid "Optionally, it is possible to add a cost amount. After this, :guilabel:`Validate` the landed cost. Once :guilabel:`Posted`, all products related to that receipt have the customs number assigned." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:936 -msgid "You can only add the *Pedimentos* number **once**, so be careful when associating the correct number with the transfer(s)." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1587 +msgid "The :guilabel:`Pedimento Number` field is not editable once it is set, so be careful when associating the correct number with the transfer(s)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 msgid "Customs number on a landed costs Inventory record." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:942 -msgid "Now, create a sales order, and confirm it. This should trigger a :guilabel:`Delivery` smart button. Validate it." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1593 +msgid "Next, create a sales order and confirm it. Click on the :guilabel:`Delivery` smart button that appears, and :guilabel:`Validate` the delivery order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:945 -msgid "Finally, create an invoice from the sales order, and confirm it. The invoice line related to your product has a customs number in it. This number should match the customs number added in the *Landed Costs* record you created earlier." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1596 +msgid "Finally, :ref:`create an invoice from the sales order `, and confirm it. The invoice line related to the product has a customs number on it. This number matches the customs number added in the landed cost record created earlier." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 msgid "Customs number on confirmed sales order product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 -msgid "Electronic accounting" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1608 +msgid "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, and destination of goods being carried." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:955 -msgid "For Mexico, `Electronic Accounting `_ refers to the obligation to keep accounting records and entries through electronic means, and to enter accounting information on a monthly basis, through the |SAT| website." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1611 +msgid "On July 17th, 2024, version 3.1 of this |CFDI| was implemented for all transportation providers, intermediaries, and owners of goods. Odoo is able to generate a document type \"T\" (Traslado), which, unlike other documents, is created in a delivery order instead of an invoice or payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:960 -msgid "It consists of three main XML files:" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1615 +msgid "Odoo can create XML and PDF files with (or without) ground transport, and can process materials that are treated as *Dangerous Hazards*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:962 -msgid "The updated list of the chart of accounts that you are currently using." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1618 +msgid "In order to print the PDF, the delivery order must be signed by the government and then it can be printed using the :guilabel:`Print Carta Porte` button on the delivery order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 -msgid "A monthly trial balance, plus a closing entry report, also known as: *Trial Balance Month 13*." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1621 +msgid "The PDF file contains a QR code to verify the CCP code for the authorities." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:964 -msgid "Either optional, or for a compulsory audit, an export of the journal entries in your general ledger." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1623 +msgid "In order to transport goods between warehouses, the logistic route must contain a **Delivery** type of operation, see :doc:`Inter-warehouse replenishment <../../inventory_and_mrp/inventory/warehouses_storage/replenishment/resupply_warehouses>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:967 -msgid "The resulting XML files follow the requirements of the `Anexo Técnico de Contabilidad Electrónica 1.3 `_." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1628 +msgid "In order to use this feature, the :guilabel:`Mexico - Electronic Delivery Guide` `l10n_mx_edi_stock` module must be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:970 -msgid "In addition to this, you can generate the `DIOT `_: A report of vendor's journal entries that involve IVA taxes that can be exported in a :file:`.txt` file." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1631 +msgid "Additionally, it is necessary to have the :doc:`Inventory <../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` apps installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:975 -msgid "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, :guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and :guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the :doc:`Accounting <../accounting/get_started>`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1635 +msgid "Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, train or marine transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 -msgid "The specific characteristics and obligations of the reports that you send might change according to your fiscal regime. Always contact your accountant before sending any documents to the government." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1638 +msgid "Consult your accountant first if this feature is needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:990 -msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` in México follows a specific pattern based on |SAT|'s' `Código agrupador de cuentas `_." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1643 +msgid "Odoo manages two different types of CFDI type \"T\". Both can be created from either :doc:`incoming shipments or delivery orders <../../inventory_and_mrp/inventory/shipping_receiving/daily_operations>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:994 -msgid "You can create any account, as long as it respects |SAT|'s encoding group: the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1647 +msgid ":guilabel:`No Federal Highways` is used when the :guilabel:`Distance to Destination` is `less than 30 km `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:998 -msgid "Some examples are `102.01.99` or `401.01.001`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1650 +msgid ":guilabel:`Federal Transport` is used when the :guilabel:`Distance to Destination` exceeds 30 km." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1000 -msgid "When a new account is created in :menuselection:`Accounting --> Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern, the correct grouping code appears in :guilabel:`Tags`, and your account appears in the *COA* report." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1652 +msgid "Other than the standard requirements of regular invoicing (the |RFC| of the customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no external configuration is needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1004 -msgid "Once you create all your accounts, make sure the correct :guilabel:`Tags` are added." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1655 +msgid "For *Federal Transport*, several configurations have to be added to contacts, vehicle setups, and products. Those configurations are then included in the XML and PDF files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1007 -msgid "You cannot use any pattern that ends a section with a 0 (such as `100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the report." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1659 +msgid "Contacts and vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 -msgid "Once everything is set up, go to :menuselection:`Accounting --> Reporting --> Trial Balance`, click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`COA SAT (XML)`. This generates an XML file with your accounts, which you can upload directly to the |SAT| website." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1661 +msgid "Like the external trade feature, the :guilabel:`Address` in both the company and the final customer must be complete. The :guilabel:`ZIP` code, :guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT Catalog for Carta Porte `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 -msgid "The trial balance reports the initial balance, credit, and total balance of your accounts, provided that you added their correct :ref:`encoding group `." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1667 +msgid "The field, :guilabel:`Locality`, is optional for both addresses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1021 -msgid "To generate this report in an XML format, go to :menuselection:`Accounting --> Reporting --> Trial Balance`. Select the month you want to download in the calendar, then click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`SAT (XML)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1670 +msgid "The origin address used for the delivery guide is set in :menuselection:`Inventory --> Configuration --> Warehouses`. While this is set as the company address by default, you can change it to your correct warehouse address." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1674 +msgid "Another addition to this feature is the :guilabel:`Vehicle Setups` menu found in :menuselection:`Inventory --> Settings --> Vehicle Setups`. This menu lets you add all the information related to the vehicle used for the delivery order." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1678 +msgid "All fields are mandatory to create a correct delivery guide." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1681 +msgid "The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, must contain between 5 and 7 characters." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1684 +msgid "In the :guilabel:`Intermediaries` section, add the operator of the vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` and :guilabel:`Operator Licence`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Trial balance report." +msgid "Delivery guide vehicle configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 -msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1693 +msgid "Similar to regular invoicing, all products must have a :guilabel:`UNSPSC category`. In addition to this, there are two extra configurations for products involved in delivery guides:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 -msgid "Month 13 trial balance" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1696 +msgid "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for stock movements to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 -msgid "The *Month 13* report is a closing balance sheet that shows any adjustments or movements made in the accounting to close the year." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1698 +msgid "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` must be more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 -msgid "To generate it, proceed as follows:" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1701 +msgid "Creating a delivery guide of a product with the value `0` will trigger an error. As the :guilabel:`Weight` has been already stored in the delivery order, it is needed to return the products and create the delivery order (and delivery guide) again with the correct amounts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 -msgid "Go to :menuselection:`Accounting --> Accounting --> Journal Entries` and create a new entry for all the amounts to be changed, balancing the debit and/or credit of each one." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1706 +msgid "Sales and inventory flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1042 -msgid "In the :guilabel:`Other Info` tab, enable the :guilabel:`Month 13 Closing` option." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1708 +msgid "To create a delivery guide, first, first create and confirm a sales order from :menuselection:`Sales --> Sales Order`. Click the :guilabel:`Delivery` smart button that is generated, and :guilabel:`Validate` the transfer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1043 -msgid "Go to :menuselection:`Accounting --> Reporting --> Trial Balance`, click the calendar, and select :guilabel:`Month 13`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1712 +msgid "After the status is set to :guilabel:`Done`, you can edit the transfer, and select the :guilabel:`Transport Type` in the :guilabel:`Additional Info` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1045 -msgid "Click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`SAT (XML)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1715 +msgid "If using the :guilabel:`No Federal Highways` :guilabel:`Transport Type`, save the transfer, and then click :guilabel:`Generate Delivery Guide`. The resulting XML can be found in the chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1719 +msgid "Other than the :guilabel:`UNSPSC` on all products, delivery guides that use :guilabel:`No Federal Highways` do not require any special configuration to be sent to the government." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1722 +msgid "If using the :guilabel:`Federal Transport` :guilabel:`Transport Type`, the tab :guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to Destination (KM)` greater than `0`, and select the :guilabel:`Vehicle Setup` used for this delivery." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1726 +msgid "Finally, add a :guilabel:`Gross Vehicle Weight` and click :guilabel:`Generate Delivery Guide`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1729 +msgid "Delivery Guides can also be created from :guilabel:`Receipts`, either from the Inventory app or by the standard flow of the Purchase app." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1733 +msgid "Dangerous hazards" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1735 +msgid "Certain values in the :guilabel:`UNSPSC Category` are considered in the `official SAT catalog `_ as *dangerous hazards*. These categories need additional considerations when creating a delivery guide with :guilabel:`Federal Transport`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1740 +msgid "First, select the product from :menuselection:`Inventory --> Products --> Products`. Then, in the :guilabel:`Accounting` tab, fill the :guilabel:`Hazardous Material Designation Code` and :guilabel:`Hazardous Packaging` fields with the correct code from the |SAT| catalog." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Trial Balance Month 13 report." +msgid "Delivery guide hazardous material product required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1054 -msgid "By law, all transactions in Mexico must be recorded digitally. Since Odoo automatically creates all the underlying journal entries of your invoicing and payments, you can export your journal entries to comply with |SAT|'s audits and/or tax refunds." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1748 +msgid "There exists the possibility that a :guilabel:`UNSPSC Category` may or may not be a dangerous hazard (for example *01010101*). If it is not dangerous, enter `0` in the :guilabel:`Hazardous Material Designation Code` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1059 -msgid "You can filter by period, or by journal, according to your current needs." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1752 +msgid "In :menuselection:`Inventory --> Settings --> Vehicle Setup`, complete the :guilabel:`Environment Insurer` and :guilabel:`Environment Insurance Policy` well. After this, continue with the regular process to create a delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1061 -msgid "To create the XML, go to :menuselection:`Accounting --> Reporting --> General Ledger`, click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`XML (Polizas)`. In the :guilabel:`XML Polizas Export Options` window, choose between four different :guilabel:`Export` types:" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1757 +msgid "Imports and Exports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1066 -msgid ":guilabel:`Tax audit`" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1759 +msgid "If your Carta Porte is for international operations (for exports), some additional fields need to be taken into account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1067 -msgid ":guilabel:`Audit certification`" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1762 +msgid "First, make sure that all relevant :guilabel:`Products` have the following configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1068 -msgid ":guilabel:`Return of goods`" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1764 +msgid ":guilabel:`UNSPSC Category` cannot be :guilabel:`01010101 Does not exist in the catalog`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1069 -msgid ":guilabel:`Compensation`" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1765 +msgid ":guilabel:`Tariff Fraction` and :guilabel:`UMT Aduana` must be set, similar to the :ref:`external trade ` flow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1071 -msgid "For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to write the :guilabel:`Order Number` provided by the |SAT|. For :guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write your :guilabel:`Process Number`, also provided by the |SAT|." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1767 +msgid ":guilabel:`Material Type` must be set." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1077 -msgid "If you want to see this report without sending it, use `ABC6987654/99` for :guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process Number`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1769 +msgid "Then, when creating a :guilabel:`Delivery Guide` from a delivery or receipt, fill the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1081 -msgid "DIOT report" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1772 +msgid ":guilabel:`Customs Regimes`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1083 -msgid "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative Declaration of Operations with Third Parties*) is an additional obligation with the |SAT|, where the current status of creditable and non-creditable payments, withholdings, and refunds of VAT from your vendor bills, are provided to the |SAT|." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1773 +msgid ":guilabel:`Customs Document Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 -msgid "Unlike other reports, the |DIOT| is uploaded to a software provided by the |SAT| that contains the A-29 form. In Odoo, you can download the records of your transactions as a :file:`.txt` file that can be uploaded to the form, avoiding direct capture of this data." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1774 +msgid ":guilabel:`Customs Document Identification`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1092 -msgid "The transactions file contains the total amount of your payments registered in vendor bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1776 +msgid "Then, when creating a :guilabel:`Delivery Guide` for a receipt where the :guilabel:`Customs Document Type` is :guilabel:`Pedimento`, two new fields appear: :guilabel:`Pedimento Number` and :guilabel:`Importer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1096 -msgid "To generate the |DIOT| report, go to :menuselection:`Accounting --> Reporting --> Tax Reports`. Select the month you want to download in the calendar, then click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button to select :guilabel:`Report: DIOT (MX)` and download the :file:`.txt` file." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "A Vendor Bill that is In Payment." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1105 -msgid "You need to fill the :guilabel:`L10N Mx Type of Operation` field in the :guilabel:`Accounting` tab of each one of your vendors to prevent validation errors. Make sure that your foreign customers have their country set up for :guilabel:`L10N Mx Nationality` to appear automatically." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 -msgid "DIOT information on a vendor contact." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1781 +msgid "The field :guilabel:`Pedimento Number` should follow the pattern `xx xx xxxx xxxxxxx`. For example, `15 48 3009 0001235` with **Two** spaces between text." msgstr "" #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:3 @@ -31571,7 +33312,7 @@ msgid "Remittance Advice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:188 -msgid "Odoo allows :ref:`electronic invoicing ` settings to be configured per contact." +msgid "Odoo allows :ref:`electronic invoicing ` settings to be configured per contact." msgstr "" #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:-1 @@ -32276,11 +34017,6 @@ msgstr "" msgid "Partner identification type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:387 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:113 -msgid "Product" -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/peru.rst:389 msgid "Additional to the basic information in your products, for the Peruvian localization, the UNSPC Code on the product is a required value to be configured." msgstr "" @@ -32321,6 +34057,10 @@ msgstr "" msgid "Tax affectation reason in invoice line." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/peru.rst:431 +msgid "Invoice validation" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/peru.rst:433 msgid "Once you check all the information in your invoice is correct, you can proceed to validate it. This action registers the account move and triggers the Electronic invoice workflow to send it to the OSE and the SUNAT. The following message is displayed at the top of the invoice:" msgstr "" @@ -36560,6 +38300,10 @@ msgstr "" msgid ":guilabel:`Use Documents?`: Activate this option if this journal will use documents from the list of document types in Odoo." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:288 +msgid "Workflows" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:290 msgid "Once you have configured your database, you can create your documents." msgstr "" diff --git a/locale/sources/general.pot b/locale/sources/general.pot index 76d0760a0..c2060f8db 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -137,7 +137,7 @@ msgid ":doc:`Multi-company `" msgstr "" #: ../../content/applications/general/companies.rst:17 -#: ../../content/applications/general/companies.rst:95 +#: ../../content/applications/general/companies.rst:97 #: ../../content/applications/general/companies/multi_company.rst:33 #: ../../content/applications/general/integrations/barcodelookup.rst:15 #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:10 @@ -229,7 +229,6 @@ msgstr "" #: ../../content/applications/general/companies.rst:57 #: ../../content/applications/general/users.rst:5 -#: ../../content/applications/general/users/access_rights.rst:32 msgid "Users" msgstr "" @@ -249,112 +248,112 @@ msgstr "" msgid "Configure the :ref:`default layout ` for all company documents." msgstr "" -#: ../../content/applications/general/companies.rst:75 +#: ../../content/applications/general/companies.rst:77 msgid "Branches" msgstr "" -#: ../../content/applications/general/companies.rst:77 +#: ../../content/applications/general/companies.rst:79 msgid "Branches represent subdivisions within a company, such as regional offices or departments, that operate under a common parent company. They support hierarchical company structures through :ref:`configurable settings `, enabling :ref:`comprehensive or branch-specific views ` with flexible :ref:`access control `, :ref:`entity-specific or shared record visibility `, and customizable :ref:`reporting `." msgstr "" -#: ../../content/applications/general/companies.rst:86 +#: ../../content/applications/general/companies.rst:88 msgid "Independent subsidiaries should be created as additional companies, not branches." msgstr "" -#: ../../content/applications/general/companies.rst:89 +#: ../../content/applications/general/companies.rst:91 msgid ":doc:`Multi-company `" msgstr "" -#: ../../content/applications/general/companies.rst:90 +#: ../../content/applications/general/companies.rst:92 msgid ":ref:`Branch accounting `" msgstr "" -#: ../../content/applications/general/companies.rst:97 +#: ../../content/applications/general/companies.rst:99 msgid "Each branch is linked to its parent company but may contain different or specific information, such as its address or logo. A branch can be a parent company of branches at a lower level to create a multi-level architecture." msgstr "" -#: ../../content/applications/general/companies.rst:102 +#: ../../content/applications/general/companies.rst:104 msgid "Clarify the company's structure and hierarchy before creating companies and branches in Odoo. A company defined as a parent cannot be converted into a branch later, as doing so may result in :doc:`access rights ` issues." msgstr "" -#: ../../content/applications/general/companies.rst:105 +#: ../../content/applications/general/companies.rst:107 msgid "Always create the parent company first." msgstr "" -#: ../../content/applications/general/companies.rst:107 +#: ../../content/applications/general/companies.rst:109 msgid "To create a branch, follow these steps in the Settings app:" msgstr "" -#: ../../content/applications/general/companies.rst:109 +#: ../../content/applications/general/companies.rst:111 msgid "Navigate to the :guilabel:`Companies` section, click :icon:`oi-arrow-right` :guilabel:`Manage Companies`, or go to :menuselection:`Settings --> Users & Companies --> Companies`." msgstr "" -#: ../../content/applications/general/companies.rst:111 +#: ../../content/applications/general/companies.rst:113 msgid "In the :guilabel:`Companies` list view, open the desired parent company form." msgstr "" -#: ../../content/applications/general/companies.rst:112 +#: ../../content/applications/general/companies.rst:114 msgid "In the :guilabel:`Branches` tab, click :guilabel:`Add a line` and fill in the :ref:`General Information ` fields in the :guilabel:`Create Branches` window." msgstr "" -#: ../../content/applications/general/companies.rst:115 +#: ../../content/applications/general/companies.rst:117 msgid "To create branches from a branch and create a multi-level architecture, click :guilabel:`Add a line` in the new branch's :guilabel:`Branches` tab." msgstr "" -#: ../../content/applications/general/companies.rst:119 +#: ../../content/applications/general/companies.rst:121 msgid "Activate the :ref:`developer mode ` to set :doc:`social media accounts <../marketing/social_marketing>` and company-specific :doc:`email ` system parameters." msgstr "" -#: ../../content/applications/general/companies.rst:124 +#: ../../content/applications/general/companies.rst:126 msgid "Adding a branch to a company enables :doc:`multi-company ` functions." msgstr "" -#: ../../content/applications/general/companies.rst:129 +#: ../../content/applications/general/companies.rst:131 msgid "Comprehensive or branch-specific view" msgstr "" -#: ../../content/applications/general/companies.rst:132 +#: ../../content/applications/general/companies.rst:134 msgid "Selecting the parent company automatically links all its branches, while selecting a branch connects to that branch only. To switch between them, use the :ref:`company selector `." msgstr "" -#: ../../content/applications/general/companies.rst:136 +#: ../../content/applications/general/companies.rst:138 msgid "All configurations, except for :ref:`accounting ` settings inherited from the parent company, must be set individually per branch. This allows for branch-specific setups such as :doc:`loyalty programs <../sales/point_of_sale/pricing/loyalty>`, :doc:`price lists <../sales/point_of_sale/pricing/pricelists>`, or :doc:`inventory locations <../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations>`." msgstr "" -#: ../../content/applications/general/companies.rst:145 +#: ../../content/applications/general/companies.rst:147 #: ../../content/applications/general/companies/multi_company.rst:66 msgid "User access" msgstr "" -#: ../../content/applications/general/companies.rst:147 +#: ../../content/applications/general/companies.rst:149 msgid "Like in a multi-company environment, parent companies and branches support flexible :ref:`user access ` control and :doc:`access rights `. User access can be granted or restricted at the parent company level, the branch level, or both. For example, a user can be limited to a specific branch, while an administrator with access to the parent company can manage all associated branches." msgstr "" -#: ../../content/applications/general/companies.rst:156 +#: ../../content/applications/general/companies.rst:158 msgid "Shared records" msgstr "" -#: ../../content/applications/general/companies.rst:158 +#: ../../content/applications/general/companies.rst:160 msgid "In Odoo, some records are, by default, either specific to a single entity or shared across the parent company and all its branches." msgstr "" -#: ../../content/applications/general/companies.rst:161 +#: ../../content/applications/general/companies.rst:163 msgid "When creating a quotation, invoice, or vendor bill, the active company or branch is automatically selected and displayed in the :guilabel:`Company` field. If the active company is the parent company or one of its branches, then records specifically linked to that entity are accessible only within that entity and will only be visible when the company or branch is selected using the :ref:`company selector `." msgstr "" -#: ../../content/applications/general/companies.rst:167 +#: ../../content/applications/general/companies.rst:169 msgid "In contrast, some records, such as :ref:`products or contacts `, are not tied to any particular entity and are shared by default across the parent company and all its branches. However, they can be restricted to a single entity by setting the appropriate value in the :guilabel:`Company` field, if needed." msgstr "" -#: ../../content/applications/general/companies.rst:173 +#: ../../content/applications/general/companies.rst:175 msgid ":ref:`Branches accounting `" msgstr "" -#: ../../content/applications/general/companies.rst:178 +#: ../../content/applications/general/companies.rst:180 msgid "Reporting" msgstr "" -#: ../../content/applications/general/companies.rst:180 +#: ../../content/applications/general/companies.rst:182 msgid "All :doc:`reports <../finance/accounting/reporting>` can be generated for the parent company alone or with its branches, based on :ref:`user access `." msgstr "" @@ -5012,87 +5011,91 @@ msgstr "" msgid "Paste the token into the :guilabel:`Server Token` field and click :guilabel:`Connect`." msgstr "" -#: ../../content/applications/general/iot/connect.rst:85 +#: ../../content/applications/general/iot/connect.rst:83 +msgid "Once the IoT box is connected to a database, its green LED remains constantly lit." +msgstr "" + +#: ../../content/applications/general/iot/connect.rst:88 msgid "IoT system form" msgstr "" -#: ../../content/applications/general/iot/connect.rst:87 +#: ../../content/applications/general/iot/connect.rst:90 msgid "Once the IoT system is connected to the Odoo database, it is displayed as a card in the IoT app. Click the IP address on the card to access the :ref:`IoT box's ` or :ref:`Windows virtual IoT's ` homepage. Click the card to access the list of :doc:`devices ` connected to the IoT system." msgstr "" -#: ../../content/applications/general/iot/connect.rst:93 +#: ../../content/applications/general/iot/connect.rst:96 msgid ":ref:`Enable the developer mode ` to access the IoT system's :guilabel:`Technical Information`, such as its :guilabel:`Identifier`, :guilabel:`Domain address`, and :guilabel:`Image version`." msgstr "" -#: ../../content/applications/general/iot/connect.rst:98 +#: ../../content/applications/general/iot/connect.rst:101 msgid "By default, drivers are automatically :ref:`updated ` every time the IoT system is restarted. To disable automatic updates, uncheck the :guilabel:`Automatic drivers update` option." msgstr "" -#: ../../content/applications/general/iot/connect.rst:105 +#: ../../content/applications/general/iot/connect.rst:108 msgid "Troubleshooting" msgstr "" -#: ../../content/applications/general/iot/connect.rst:108 +#: ../../content/applications/general/iot/connect.rst:111 msgid "The pairing code does not appear or does not work" msgstr "" -#: ../../content/applications/general/iot/connect.rst:110 +#: ../../content/applications/general/iot/connect.rst:113 msgid "The :ref:`pairing code ` might not be displayed or printed under the following circumstances:" msgstr "" -#: ../../content/applications/general/iot/connect.rst:113 +#: ../../content/applications/general/iot/connect.rst:116 msgid "The IoT system is not connected to the Internet." msgstr "" -#: ../../content/applications/general/iot/connect.rst:114 +#: ../../content/applications/general/iot/connect.rst:117 msgid "The IoT system is already connected to an Odoo database." msgstr "" -#: ../../content/applications/general/iot/connect.rst:115 +#: ../../content/applications/general/iot/connect.rst:118 msgid "The :ref:`pairing code ` display time has expired. Reboot the IoT box or :ref:`restart the Windows virtual IoT service ` to display the pairing code again." msgstr "" -#: ../../content/applications/general/iot/connect.rst:118 +#: ../../content/applications/general/iot/connect.rst:121 msgid "The IoT system's image version is too old and needs to be :ref:`updated `." msgstr "" -#: ../../content/applications/general/iot/connect.rst:122 +#: ../../content/applications/general/iot/connect.rst:125 msgid "The IoT system is connected but does not appear in the database" msgstr "" -#: ../../content/applications/general/iot/connect.rst:124 +#: ../../content/applications/general/iot/connect.rst:127 msgid "The IoT system might take a few minutes to restart when it connects to a database. If it still does not appear after a few minutes:" msgstr "" -#: ../../content/applications/general/iot/connect.rst:127 +#: ../../content/applications/general/iot/connect.rst:130 msgid "Verify that the IoT system can reach the database and the server does not use a multi-database environment." msgstr "" -#: ../../content/applications/general/iot/connect.rst:129 +#: ../../content/applications/general/iot/connect.rst:132 msgid "Reboot the IoT box or :ref:`restart the Windows virtual IoT service `." msgstr "" -#: ../../content/applications/general/iot/connect.rst:132 +#: ../../content/applications/general/iot/connect.rst:135 msgid "The IoT box is connected to the Odoo database but cannot be reached" msgstr "" -#: ../../content/applications/general/iot/connect.rst:134 +#: ../../content/applications/general/iot/connect.rst:137 msgid "Verify that the IoT system and the computer running the Odoo database are connected to the same network." msgstr "" -#: ../../content/applications/general/iot/connect.rst:138 +#: ../../content/applications/general/iot/connect.rst:141 msgid "The Windows virtual IoT's homepage cannot be accessed from another device" msgstr "" -#: ../../content/applications/general/iot/connect.rst:140 +#: ../../content/applications/general/iot/connect.rst:143 msgid "Check the :ref:`iot/windows-iot/firewall`." msgstr "" -#: ../../content/applications/general/iot/connect.rst:143 +#: ../../content/applications/general/iot/connect.rst:146 msgid "The IoT system is disconnected from the database after an Odoo upgrade" msgstr "" -#: ../../content/applications/general/iot/connect.rst:145 +#: ../../content/applications/general/iot/connect.rst:148 msgid ":ref:`Update the IoT system's image ` by flashing the IoT box's card or :ref:`uninstalling the Windows virtual IoT program ` and :ref:`reinstalling ` the latest package for Windows **matching your database's version**." msgstr "" @@ -5191,7 +5194,7 @@ msgid "On the :guilabel:`Work Order` screen, a status graphic indicates whether msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:82 -#: ../../content/applications/general/iot/devices/footswitch.rst:52 +#: ../../content/applications/general/iot/devices/footswitch.rst:50 #: ../../content/applications/general/iot/devices/measurement_tool.rst:92 msgid ":ref:`workcenter_iot`" msgstr "" @@ -5220,24 +5223,24 @@ msgstr "" msgid "Footswitch recognized on the IoT box." msgstr "" -#: ../../content/applications/general/iot/devices/footswitch.rst:27 +#: ../../content/applications/general/iot/devices/footswitch.rst:26 msgid "Link a footswitch to a work center in the Odoo Manufacturing app" msgstr "" -#: ../../content/applications/general/iot/devices/footswitch.rst:29 -msgid "To link a footswitch to an action, it first needs to be configured on a work center. Navigate to :menuselection:`Manufacturing app --> Configuration --> Work Centers`. From here, go to the desired :guilabel:`Work Center` in which the footswitch will be used, and add the device in the :guilabel:`IoT Triggers` tab, under the :guilabel:`Device` column, by selecting :guilabel:`Add a Line`. Doing so means the footswitch can be linked to an option in the :guilabel:`Action` column drop-down, and optionally, a key can be added to trigger it. An example of an :guilabel:`Action` in the *Manufacturing app* could be the :guilabel:`Validate` or :guilabel:`Mark as Done` buttons on a manufacturing work order." +#: ../../content/applications/general/iot/devices/footswitch.rst:28 +msgid "To link a footswitch to an action, it first needs to be configured on a work center. Navigate to :menuselection:`Manufacturing --> Configuration --> Work Centers`. From here, go to the desired :guilabel:`Work Center` in which the footswitch will be used, and add the device in the :guilabel:`IoT Triggers` tab, under the :guilabel:`Device` column, by selecting :guilabel:`Add a Line`. Doing so means the footswitch can be linked to an option in the :guilabel:`Action` column drop-down, and optionally, a key can be added to trigger it. An example of an :guilabel:`Action` in the *Manufacturing app* could be the :guilabel:`Validate` or :guilabel:`Mark as Done` buttons on a manufacturing work order." msgstr "" -#: ../../content/applications/general/iot/devices/footswitch.rst:-1 -msgid "Footswitch trigger setup on the Odoo database." +#: ../../content/applications/general/iot/devices/footswitch.rst:38 +msgid "Triggers are executed in the order they appear, with the first one taking priority. To reorder the triggers, click the :icon:`oi-draggable` :guilabel:`(draggable)` icon to the left of each trigger, and drag it to the desired position." msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst:43 -msgid "It should be noted that the first listed trigger is chosen first. So, the order matters, and these triggers can be dragged into any order. In the picture above, using the footswitch automatically skips the part of the process that's currently being worked on." +msgid "To identify the key assigned to each pedal, connect the footswitch to any computer and press the pedals as if typing. Usually, the pedals are mapped by default to the keyboard keys `a`, `b`, and `c`." msgstr "" -#: ../../content/applications/general/iot/devices/footswitch.rst:48 -msgid "On the :guilabel:`Work Order` screen, a status graphic indicates whether the database is correctly connected to the footswitch." +#: ../../content/applications/general/iot/devices/footswitch.rst:46 +msgid "The :guilabel:`Work Order` list includes a status indicator that shows whether the database is successfully connected to the footswitch." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:3 @@ -5449,7 +5452,7 @@ msgid "A list of reports currently linked to a printer in the IoT app." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:113 -msgid ":doc:`POS Order Printing <../../../sales/point_of_sale/restaurant/kitchen_printing>`" +msgid ":ref:`POS Order Printing `" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:116 @@ -6054,7 +6057,7 @@ msgid "Press **>0<** again to :guilabel:`SAVE`; the scale restarts." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:56 -msgid "Reboot the IoT box or :ref:`restart the Windows virtual IoT service `. The scale should then appear as `Toledo 8217`, as opposed to the previous display, where it appeared as `Adam Equipment Serial`." +msgid "Reboot the IoT box or :ref:`restart the Windows virtual IoT service `. The scale should then appear as `Toledo 8217`." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:3 @@ -6675,6 +6678,26 @@ msgstr "" msgid "Once the IoT box is :doc:`connected to the Odoo database `, its homepage can be accessed from Odoo by opening the IoT app and clicking the URL displayed on the IoT box's card." msgstr "" +#: ../../content/applications/general/iot/iot_box.rst:99 +msgid "LED status" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:101 +msgid "The IoT box features two LEDs, located to the right of the SD card slot, which show its status and help with troubleshooting when no display is connected. The LEDs can be interpreted as follows:" +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:104 +msgid "**Red LED lit**: The IoT box has no Internet connection. Ensure the Ethernet cable is properly connected or :ref:`connect the IoT box via Wi-Fi `." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:106 +msgid "**Green LED flashing**: The IoT box is awaiting :doc:`connection to a database `." +msgstr "" + +#: ../../content/applications/general/iot/iot_box.rst:107 +msgid "**Green LED constantly lit**: The IoT box is connected to a database; no further action is required." +msgstr "" + #: ../../content/applications/general/iot/windows_iot.rst:5 msgid "To start using the Windows virtual IoT:" msgstr "" @@ -7308,10 +7331,14 @@ msgid "Once complete, click :guilabel:`Save` to save the changes, and implement msgstr "" #: ../../content/applications/general/users/access_rights.rst:34 +msgid "Manage user permissions" +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:36 msgid "The access rights for :ref:`individual users ` are set when the user is added to the database, but they can be adjusted at any point in the user's profile." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:37 +#: ../../content/applications/general/users/access_rights.rst:39 msgid "To make changes to a user's rights, click on the desired user to edit their profile." msgstr "" @@ -7319,15 +7346,15 @@ msgstr "" msgid "Users menu in the Users & Companies section of the Settings app of Odoo." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:42 +#: ../../content/applications/general/users/access_rights.rst:44 msgid "On the user's profile page, in the :guilabel:`Access Rights` tab, scroll down to view the current permissions." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:45 +#: ../../content/applications/general/users/access_rights.rst:47 msgid "For each app, use the drop-down menu to select what level of permission this user should have. The options vary for each section, yet the most common are: :guilabel:`Blank/None`, :guilabel:`User: Own Documents`, :guilabel:`User: All Documents`, or :guilabel:`Administrator`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:49 +#: ../../content/applications/general/users/access_rights.rst:51 msgid "The :guilabel:`Administration` field in the :guilabel:`Access Rights` tab has the following options: :guilabel:`Settings` or :guilabel:`Access Rights`." msgstr "" @@ -7335,15 +7362,79 @@ msgstr "" msgid "The Sales apps drop-down menu to set the user's level of permissions." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:58 +#: ../../content/applications/general/users/access_rights.rst:60 +msgid "Manage specific permissions" +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:62 +msgid "While access rights are typically assigned in bundles under specific roles, they can also be set as explicit permissions." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:66 +msgid "For example, giving a user the :guilabel:`Administrator` permission for **Timesheets** gives them full access to that app. That user, while holding full access, can *still* have their ability to manage *their own* timesheets restricted — such as in the case of a salaried payroll administrator who does not need to track time." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:71 +msgid "To manage specific permissions, :ref:`developer mode ` must be enabled." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:73 +msgid "After that, navigate to the :menuselection:`Settings` app. Then click :guilabel:`Manage Users`, select a user, and go to the :guilabel:`Technical Access Rights` tab. From here, :guilabel:`Groups` can be edited, and specific access rights can be managed across the various sections. If no changes are made to these groups, then their permissions will mirror the selections made in the :guilabel:`Access Rights` tab." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:79 +msgid ":guilabel:`Selected groups`: a list of detailed access rights, set by choices made in the :guilabel:`Access Rights` tab." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:81 +msgid ":guilabel:`Groups added automatically`: *implied* permissions that are *inherited* with the explicit permissions already granted to the user. The values here will match the values listed under a given *Group*'s form located under the :menuselection:`Users & Companies --> Groups` menu, in the :guilabel:`Inherited` tab." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:-1 +msgid "The technical access rights tab opened up for a user profile." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:90 +msgid "When the *Sales Administrator* permission set is assigned to a user, then the *Canned Responses Administrator* permissions are inherited automatically. These assignments are reflected across the values listed in the :guilabel:`Selected Groups` and :guilabel:`Groups added automatically` tables, respectively." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:95 +msgid "To add a permission to this user profile, click :guilabel:`Add a line` in the :guilabel:`Selected groups` table, and then add permissions to this user profile. To remove a permission, click the :icon:`fa-times` :guilabel:`(cancel)` at the end of that permission's row." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:100 +msgid "Removing permissions from the :guilabel:`Selected Groups` list can impact what permissions are listed in the :guilabel:`Groups added automatically` list, since selected permission groups inform what permission groups are added automatically." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:104 +msgid "Clicking on the permission itself will open a group management form. Learn more about :ref:`managing groups `." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:107 +msgid "Any permission in the :guilabel:`Groups added automatically` section are implied or required by the permission shown in the :guilabel:`Selected groups` section. These cannot be removed, but more users can be given these permissions by clicking on the permission itself, and then adding the user to that permission's group." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:113 +msgid "Any permission in green is already provided by another permission (for example, setting the :guilabel:`Website` app's permission to :guilabel:`Editor and Designer` will also give that user the :guilabel:`Restricted Editor` permission)." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:116 +msgid "Any permissions in red are conflicting and cannot be active at the same time." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:117 +msgid "Any permissions in *italics* is implied by a :guilabel:`Selected group` (these are usually found in the :guilabel:`Groups added automatically`)." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:123 msgid "Create and modify groups" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:60 +#: ../../content/applications/general/users/access_rights.rst:125 msgid "*Groups* are app-specific sets of permissions that are used to manage common access rights for a large amount of users. Administrators can modify the existing groups in Odoo, or create new ones to define rules for models within an application." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:64 +#: ../../content/applications/general/users/access_rights.rst:129 msgid "To access groups, first activate Odoo's :ref:`developer mode `, then go to :menuselection:`Settings app --> Users & Companies --> Groups`." msgstr "" @@ -7351,23 +7442,23 @@ msgstr "" msgid "Groups menu in the Users & Companies section of the Settings app of Odoo." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:70 +#: ../../content/applications/general/users/access_rights.rst:135 msgid "To create a new group from the :guilabel:`Groups` page, click :guilabel:`Create`. Then, from the blank group form, select an :guilabel:`Application`, and complete the group form (detailed below)." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:73 +#: ../../content/applications/general/users/access_rights.rst:138 msgid "To modify existing groups, click on an existing group from the list displayed on the :guilabel:`Groups` page, and edit the contents of the form." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:76 +#: ../../content/applications/general/users/access_rights.rst:141 msgid "Enter a :guilabel:`Name` for the group and tick the checkbox next to :guilabel:`Share Group`, if this group was created to set access rights for sharing data with some users." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:80 +#: ../../content/applications/general/users/access_rights.rst:145 msgid "Always test the settings being changed to ensure they are being applied to the correct users." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:82 +#: ../../content/applications/general/users/access_rights.rst:147 msgid "The group form contains multiple tabs for managing all elements of the group. In each tab, click :guilabel:`Add a line` to add a new row for users or rules, and click the :icon:`fa-times` :guilabel:`(cancel)` icon to remove a row." msgstr "" @@ -7375,55 +7466,55 @@ msgstr "" msgid "Tabs in the Groups form to modify the settings of the group." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:89 +#: ../../content/applications/general/users/access_rights.rst:154 msgid ":guilabel:`Users` tab: lists the current users in the group. Users listed in black have administrative rights. Users without administrative access appear in blue. Click :guilabel:`Add a line` to add users to this group." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:92 +#: ../../content/applications/general/users/access_rights.rst:157 msgid ":guilabel:`Inherited` tab: Inherited means that users added to this group are automatically added to the groups listed on this tab. Click :guilabel:`Add a line` to add inherited groups." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:96 +#: ../../content/applications/general/users/access_rights.rst:161 msgid "For example, if the group *Sales/Administrator* lists the group *Website/Restricted Editor* in its :guilabel:`Inherited` tab, then any users added to the *Sales/Administrator* group automatically receive access to the *Website/Restricted Editor* group, as well." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:100 +#: ../../content/applications/general/users/access_rights.rst:165 msgid ":guilabel:`Menus` tab: defines which models the group can have access to. Click :guilabel:`Add a line` to add a specific menu." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:102 +#: ../../content/applications/general/users/access_rights.rst:167 msgid ":guilabel:`Views` tab: lists which views in Odoo the group has access to. Click :guilabel:`Add a line` to add a view to the group." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:104 +#: ../../content/applications/general/users/access_rights.rst:169 msgid ":guilabel:`Access Rights` tab: lists the first level of rights (models) that this group has. The :guilabel:`Name` column represents the name for the current group's access to the model selected in the :guilabel:`Model` column." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:108 +#: ../../content/applications/general/users/access_rights.rst:173 msgid "To link a new access right to a group, click :guilabel:`Add a line`. Select the appropriate model from the :guilabel:`Model` drop-down, then enter a name for the access right in the :guilabel:`Name` column. For each model, enable the following options as appropriate:" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:112 +#: ../../content/applications/general/users/access_rights.rst:177 msgid ":guilabel:`Read`: Users can see the object's existing values." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:113 +#: ../../content/applications/general/users/access_rights.rst:178 msgid ":guilabel:`Write`: Users can edit the object's existing values." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:114 +#: ../../content/applications/general/users/access_rights.rst:179 msgid ":guilabel:`Create`: Users can create new values for the object." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:115 +#: ../../content/applications/general/users/access_rights.rst:180 msgid ":guilabel:`Delete`: Users can delete values for the object." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:118 +#: ../../content/applications/general/users/access_rights.rst:183 msgid "While there are no conventions for naming access rights, it is advisable to choose a name that identifies its purpose." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:121 +#: ../../content/applications/general/users/access_rights.rst:186 msgid "For example, the access that purchase managers have to the :guilabel:`Contact` model could be named `res.partner.purchase.manager`. This consists of the technical name of the model, followed by a name identifying the group of users in question." msgstr "" @@ -7431,83 +7522,83 @@ msgstr "" msgid "Name of access rights to a model." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:128 +#: ../../content/applications/general/users/access_rights.rst:193 msgid "To find the model's technical name from the current view, first enter a placeholder text in the :guilabel:`Name` field, then click the :guilabel:`Model` name, then the :icon:`fa-arrow-right` :guilabel:`(Internal link)` icon." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:132 +#: ../../content/applications/general/users/access_rights.rst:197 msgid ":guilabel:`Record Rules`: lists the second layer of editing and visibility rights. :guilabel:`Record Rules` overwrite, or refine, the group's access rights. Click :guilabel:`Add a line` to add a record rule to this group. For each rule, choose values for the following options:" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:136 +#: ../../content/applications/general/users/access_rights.rst:201 msgid ":guilabel:`Apply for Read`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:137 +#: ../../content/applications/general/users/access_rights.rst:202 msgid ":guilabel:`Apply for Write`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:138 +#: ../../content/applications/general/users/access_rights.rst:203 msgid ":guilabel:`Apply for Create`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:139 +#: ../../content/applications/general/users/access_rights.rst:204 msgid ":guilabel:`Apply for Delete`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:142 +#: ../../content/applications/general/users/access_rights.rst:207 msgid "Record rules are written using a *domain*, or conditions that filter data. A domain expression is a list of such conditions. For example:" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:145 +#: ../../content/applications/general/users/access_rights.rst:210 msgid "`[('mrp_production_ids', 'in', user.partner_id.commercial_partner_id.production_ids.ids)]`" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:147 +#: ../../content/applications/general/users/access_rights.rst:212 msgid "This record rule is to enable MRP consumption warnings for subcontractors." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:149 +#: ../../content/applications/general/users/access_rights.rst:214 msgid "Odoo has a library of preconfigured record rules for ease of use. Users without knowledge of domains (and domain expressions) should consult an Odoo Business Analyst, or the Odoo Support Team, before making changes." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:156 +#: ../../content/applications/general/users/access_rights.rst:221 msgid "Superuser mode" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:158 +#: ../../content/applications/general/users/access_rights.rst:223 msgid "*Superuser mode* allows the user to bypass record rules and access rights. To activate *Superuser mode*, first, activate :ref:`developer mode `. Then, navigate to the *debug* menu, represented by a :icon:`fa-bug` :guilabel:`(debug)` icon, located in the top banner." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:162 +#: ../../content/applications/general/users/access_rights.rst:227 msgid "Finally, towards the bottom of the menu, click :guilabel:`Become Superuser`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:165 +#: ../../content/applications/general/users/access_rights.rst:230 msgid "Only users with *Settings* access for the *Administration* section of the *Access Rights* (in their user profile) are allowed to log in to *Superuser mode*." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:169 +#: ../../content/applications/general/users/access_rights.rst:234 msgid "*Superuser mode* allows for circumvention of record rules and access rights, and therefore, should be exercised with extreme caution." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:172 +#: ../../content/applications/general/users/access_rights.rst:237 msgid "Upon exiting *Superuser mode*, users may be locked out of the database, due to changes that were made. This can cause *impotent admin*, or an administrator without the ability to change access rights/settings." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:176 +#: ../../content/applications/general/users/access_rights.rst:241 msgid "In this case contact Odoo Support here: `new help ticket `_. The support team is able to restore access using a support login." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:179 +#: ../../content/applications/general/users/access_rights.rst:244 msgid "To leave *Superuser mode*, log out of the account, by navigating to the upper-right corner, and clicking on the :guilabel:`OdooBot` username. Then, select the :guilabel:`Log out` option." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:183 +#: ../../content/applications/general/users/access_rights.rst:248 msgid "An alternative way to activate *Superuser mode* is to login as a superuser. To do that, navigate to the login screen, and enter the appropriate :guilabel:`Email` and :guilabel:`Password`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:186 +#: ../../content/applications/general/users/access_rights.rst:251 msgid "Instead of clicking :guilabel:`Login`, click :guilabel:`Log in as superuser`." msgstr "" diff --git a/locale/sources/hr.pot b/locale/sources/hr.pot index f4152ffc0..e227b514c 100644 --- a/locale/sources/hr.pot +++ b/locale/sources/hr.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1451,7 +1451,7 @@ msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:428 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:862 #: ../../content/applications/hr/payroll/payroll_localizations/belgium.rst:1365 -#: ../../content/applications/hr/time_off.rst:527 +#: ../../content/applications/hr/time_off.rst:528 msgid "Overview" msgstr "" @@ -2401,8 +2401,9 @@ msgid "An Attendances app record form, filled out for Doris Cole for April 23, 2 msgstr "" #: ../../content/applications/hr/employees.rst:5 -#: ../../content/applications/hr/employees.rst:59 +#: ../../content/applications/hr/employees.rst:64 #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:35 +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:89 msgid "Employees" msgstr "" @@ -2410,7 +2411,7 @@ msgstr "" msgid "Odoo **Employees** centralizes :doc:`personnel files `, employment :doc:`contracts `, and :doc:`departmental hierarchies ` in one system. Properly configuring its settings ensures the dashboard shows each employee's real-time attendance and work location—data that drives payroll accuracy, capacity planning, and compliance reporting." msgstr "" -#: ../../content/applications/hr/employees.rst:53 +#: ../../content/applications/hr/employees.rst:58 #: ../../content/applications/hr/fleet/new_vehicle.rst:16 #: ../../content/applications/hr/lunch.rst:19 #: ../../content/applications/hr/payroll.rst:15 @@ -2418,47 +2419,47 @@ msgstr "" msgid "Settings" msgstr "" -#: ../../content/applications/hr/employees.rst:55 +#: ../../content/applications/hr/employees.rst:60 msgid "To view and configure the available settings, navigate to :menuselection:`Employees app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/hr/employees.rst:61 +#: ../../content/applications/hr/employees.rst:66 msgid ":guilabel:`Presence Display`: select how the employee's availability status is calculated." msgstr "" -#: ../../content/applications/hr/employees.rst:63 +#: ../../content/applications/hr/employees.rst:68 msgid ":guilabel:`Based on attendances`: marked available when :ref:`checked into ` the **Attendances** app." msgstr "" -#: ../../content/applications/hr/employees.rst:65 +#: ../../content/applications/hr/employees.rst:70 msgid ":guilabel:`Based on user status in system`: marked available when the :doc:`employee logs in to Odoo `." msgstr "" -#: ../../content/applications/hr/employees.rst:68 +#: ../../content/applications/hr/employees.rst:73 msgid ":guilabel:`Advanced Presence Control`: when enabled, presence status can be calculated from operational signals rather than check-ins or logins:" msgstr "" -#: ../../content/applications/hr/employees.rst:71 +#: ../../content/applications/hr/employees.rst:76 msgid ":guilabel:`Based on number of emails sent`: an employee is marked present if they send at least # emails per hour; otherwise, they are marked absent. Enter the minimum number of emails that must be sent in the :guilabel:`Sent Emails` field." msgstr "" -#: ../../content/applications/hr/employees.rst:74 +#: ../../content/applications/hr/employees.rst:79 msgid ":guilabel:`Based on IP Address`: an employee is marked present only when connected from one of the specified corporate IP addresses. Enter the IP addresses in the :guilabel:`IP Addresses` field, separating each address with a comma." msgstr "" -#: ../../content/applications/hr/employees.rst:78 +#: ../../content/applications/hr/employees.rst:83 msgid ":guilabel:`Skills Management`: enable this option to display the :ref:`resumé tab ` on employee profiles. This allows for the display of :ref:`work experience `, :ref:`skills `, and :doc:`certifications `." msgstr "" -#: ../../content/applications/hr/employees.rst:81 +#: ../../content/applications/hr/employees.rst:86 msgid ":guilabel:`Remote Work`: enable this option to allow for a detailed schedule to appear on the employee form, in the :ref:`Work Information ` tab. When enabled, the specific location can be set for each working day for the employee. The corresponding icon is displayed in the upper-right corner of the employee card, indicating their location by icon, and status by color." msgstr "" -#: ../../content/applications/hr/employees.rst:88 +#: ../../content/applications/hr/employees.rst:93 msgid "A green :icon:`fa-home` :guilabel:`(home)` icon indicates the employee is working from home that day. A :icon:`fa-building` :guilabel:`(building)` icon means the employee is scheduled to work at the office." msgstr "" -#: ../../content/applications/hr/employees.rst:92 +#: ../../content/applications/hr/employees.rst:97 msgid "The *color* of the icon indicates the employee's status, with green indicating present, yellow indicating absent, and gray indicating it is outside of the employee's working hours." msgstr "" @@ -2466,23 +2467,23 @@ msgstr "" msgid "Two employee Kanban cards displaying their working location and status." msgstr "" -#: ../../content/applications/hr/employees.rst:99 +#: ../../content/applications/hr/employees.rst:104 msgid "Work organization" msgstr "" -#: ../../content/applications/hr/employees.rst:101 +#: ../../content/applications/hr/employees.rst:106 msgid "Using the drop-down menu, select the default :guilabel:`Company Working Hours`. The default options are :guilabel:`Standard 40 hours/week`, :guilabel:`Appointment Resource Default Calendar`, and :guilabel:`Standard 32 hours/week (4 work days, friday free)`." msgstr "" -#: ../../content/applications/hr/employees.rst:105 +#: ../../content/applications/hr/employees.rst:110 msgid "The available working hours listed are the same as the configured :ref:`working schedules ` in the **Payroll** app. Working hours can be created and modified from both the **Payroll** and **Employees** apps." msgstr "" -#: ../../content/applications/hr/employees.rst:110 +#: ../../content/applications/hr/employees.rst:115 msgid "Employee update rights" msgstr "" -#: ../../content/applications/hr/employees.rst:112 +#: ../../content/applications/hr/employees.rst:117 msgid "Enable the :guilabel:`Employee Editing` option to allow employees to edit their own data on their employee record." msgstr "" @@ -2824,7 +2825,7 @@ msgstr "" #: ../../content/applications/hr/employees/departments.rst:67 #: ../../content/applications/hr/fleet/accidents.rst:141 -#: ../../content/applications/hr/recruitment.rst:183 +#: ../../content/applications/hr/recruitment.rst:158 msgid "Kanban view" msgstr "" @@ -3315,99 +3316,99 @@ msgstr "" msgid "To add a new location, type in the location name, then click :guilabel:`Create (new location)` to add the location, or :guilabel:`Create and edit...` to add the location, assign a :guilabel:`Work Address`, and a :guilabel:`Cover Image`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:262 +#: ../../content/applications/hr/employees/new_employee.rst:264 msgid "APPROVERS" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:264 +#: ../../content/applications/hr/employees/new_employee.rst:266 msgid "To see this section, the user must have either :guilabel:`Administrator` or :guilabel:`Officer: Manage all employees` rights set for the **Employees** application. For the category to appear, the respective app **must** be installed. For example, if the **Time Off** app is not installed, the :guilabel:`Time Off` approver field does not appear. Only one selection can be made for each field." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:270 +#: ../../content/applications/hr/employees/new_employee.rst:272 msgid "The users that appear in the drop-down menu for the :guilabel:`Approvers` section **must** have *Administrator* rights set for the corresponding human resources role." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:273 +#: ../../content/applications/hr/employees/new_employee.rst:275 msgid "To check who has these rights, go to :menuselection:`Settings app` and click :icon:`oi-arrow-right` :guilabel:`Manage Users` in the :guilabel:`Users` section. Then, click on an employee, then click into the :guilabel:`Access Rights` tab. Scroll to the :guilabel:`HUMAN RESOURCES` and check the various settings." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:278 +#: ../../content/applications/hr/employees/new_employee.rst:280 msgid "In order for the user to appear as an approver for :guilabel:`Expenses`, they **must** have either :guilabel:`Team Approver`, :guilabel:`All Approver`, or :guilabel:`Administrator` set for the :guilabel:`Expenses` role." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:281 +#: ../../content/applications/hr/employees/new_employee.rst:283 msgid "In order for the user to appear as an approver for :guilabel:`Time Off`, they **must** have either :guilabel:`Officer:Manage all Requests` or :guilabel:`Administrator` set for the :guilabel:`Time Off` role." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:284 +#: ../../content/applications/hr/employees/new_employee.rst:286 msgid "In order for the user to appear as an approver for :guilabel:`Timesheets`, they **must** have either :guilabel:`Officer:Manage all contracts` or :guilabel:`Administrator` set for the :guilabel:`Payroll` role." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:287 +#: ../../content/applications/hr/employees/new_employee.rst:289 msgid "In order for the user to appear as an approver for :guilabel:`Attendances`, they **must** have :guilabel:`Administrator` set for the :guilabel:`Payroll` role." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:290 +#: ../../content/applications/hr/employees/new_employee.rst:292 msgid ":guilabel:`Expense`: using the drop-down menus, select the user responsible for approving all expenses for the employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:292 +#: ../../content/applications/hr/employees/new_employee.rst:294 msgid ":guilabel:`Time Off`: using the drop-down menus, select the user responsible for approving all time off requests from this employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:294 +#: ../../content/applications/hr/employees/new_employee.rst:296 msgid ":guilabel:`Timesheet`: using the drop-down menus, select the user responsible for approving all the employee's timesheet entries." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:296 +#: ../../content/applications/hr/employees/new_employee.rst:298 msgid ":guilabel:`Attendance`: using the drop-down menus, select the user responsible for approving all attendance entries for the employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:300 +#: ../../content/applications/hr/employees/new_employee.rst:302 msgid "REMOTE WORK" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:302 +#: ../../content/applications/hr/employees/new_employee.rst:304 msgid "This section **only** appears if the *Remote Work* setting is enabled in the configuration menu." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:304 +#: ../../content/applications/hr/employees/new_employee.rst:306 msgid "Use the drop-down menu to select the default location the employee works, for each day of the week. The default options are :guilabel:`Home`, :guilabel:`Office`, or :guilabel:`Other`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:307 +#: ../../content/applications/hr/employees/new_employee.rst:309 msgid "A new location can be typed into the field, then click either :guilabel:`Create (new location)` to add the location, or :guilabel:`Create and edit...` to add the new location and edit the form." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:310 +#: ../../content/applications/hr/employees/new_employee.rst:312 msgid "After edits are done, click :guilabel:`Save & Close`, and the new location is added, and populates the field." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:313 +#: ../../content/applications/hr/employees/new_employee.rst:315 msgid "Leave the field blank (:guilabel:`Unspecified`) for non-working days, such as Saturday and Sunday." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:316 +#: ../../content/applications/hr/employees/new_employee.rst:318 msgid "It is also possible to add or modify work locations by navigating to :menuselection:`Employees app --> Configuration --> Work Locations`. To modify a location, click on an existing location, then make any changes on the form." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:320 +#: ../../content/applications/hr/employees/new_employee.rst:322 msgid "Click :guilabel:`New` to create a new location, then enter the following information on the form. All fields are **required**." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:323 +#: ../../content/applications/hr/employees/new_employee.rst:325 msgid ":guilabel:`Work Location`: enter the name for the location. This can be as general or as specific, as needed, such as `Home` or `Building 1, Second Floor`, respectfully." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:325 +#: ../../content/applications/hr/employees/new_employee.rst:327 msgid ":guilabel:`Work Address`: using the drop-down menu, select the address for the location." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:326 +#: ../../content/applications/hr/employees/new_employee.rst:328 msgid ":guilabel:`Cover Image`: click on the icon to select it for the :guilabel:`Cover Image`. Options are a :icon:`fa-home` :guilabel:`(home)` icon, an :icon:`fa-building-o` :guilabel:`(building)` icon, and a :icon:`fa-map-marker` :guilabel:`(map marker)` icon." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:329 +#: ../../content/applications/hr/employees/new_employee.rst:331 msgid ":guilabel:`Company`: using the drop-down menu, select the company the location applies to. The current company populates this field, by default. This field **only** appears in a multi-company database." msgstr "" @@ -3415,115 +3416,115 @@ msgstr "" msgid "A new work location form with all fields filled out." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:339 +#: ../../content/applications/hr/employees/new_employee.rst:341 msgid "SCHEDULE" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:341 +#: ../../content/applications/hr/employees/new_employee.rst:343 msgid "This section defines when the employee is expected to work." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:343 +#: ../../content/applications/hr/employees/new_employee.rst:345 msgid ":guilabel:`Working Hours`: using the drop-down menu, select the hours the employee is expected to work. By default, a :guilabel:`Standard 40 hour/week` working schedule is available. If the **Timesheets** app is installed, an :guilabel:`Appointment Resource Default Calendar` option is also available." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:348 +#: ../../content/applications/hr/employees/new_employee.rst:350 msgid "To view and modify the specific daily working hours, click the :icon:`oi-arrow-right` :guilabel:`(Internal link)` arrow at the end of the :guilabel:`Working Hours` line. Working hours can be modified or deleted here." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:353 +#: ../../content/applications/hr/employees/new_employee.rst:355 msgid ":guilabel:`Working Hours` are related to a company's working schedules, and an Employee **cannot** have working hours that are outside of a company's working schedule." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:356 +#: ../../content/applications/hr/employees/new_employee.rst:358 msgid "Each individual working schedule is company-specific. For multi-company databases, each company **must** have its own working hours set." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:359 +#: ../../content/applications/hr/employees/new_employee.rst:361 msgid "If an employee's working hours are not configured as a working schedule for the company, new working schedules can be added, or existing working schedules can be modified." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:362 +#: ../../content/applications/hr/employees/new_employee.rst:364 msgid "Working hours can be modified in the **Payroll** application, where they are referred to as :guilabel:`Working Schedules`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:365 +#: ../../content/applications/hr/employees/new_employee.rst:367 msgid "For more information on how to create or modify :guilabel:`Working Schedules` in the **Payroll** application, refer to the :doc:`../../hr/payroll` documentation." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:368 +#: ../../content/applications/hr/employees/new_employee.rst:370 msgid "After the new working time is created, or an existing one is modified, the :guilabel:`Working Hours` can be selected on the employee form." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:371 +#: ../../content/applications/hr/employees/new_employee.rst:373 msgid ":guilabel:`Timezone`: using the drop-down menu, select the timezone for the employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:374 +#: ../../content/applications/hr/employees/new_employee.rst:376 msgid "PLANNING" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:376 +#: ../../content/applications/hr/employees/new_employee.rst:378 msgid "This section is **only** visible if the **Planning** app is installed, as this section affects what the employee can be assigned in the **Planning** app." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:379 +#: ../../content/applications/hr/employees/new_employee.rst:381 msgid ":guilabel:`Roles`: using the drop-down menu, select all the roles the employee can perform. There are no preconfigured roles available, so all roles must be :ref:`configured in the Planning app `. There is no limit to the number of roles assigned to an employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:382 +#: ../../content/applications/hr/employees/new_employee.rst:384 msgid ":guilabel:`Default Role`: using the drop-down menu, select the default role the employee will typically perform. If the :guilabel:`Default Role` is selected before the :guilabel:`Roles` field is configured, the selected role is automatically added to the list of :guilabel:`Roles`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:389 +#: ../../content/applications/hr/employees/new_employee.rst:391 msgid "Private information tab" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:391 +#: ../../content/applications/hr/employees/new_employee.rst:393 msgid "No information in the :guilabel:`Private Information` tab is required to create an employee, however, some information in this section may be necessary for the company's payroll department." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:394 +#: ../../content/applications/hr/employees/new_employee.rst:396 msgid "In order to properly process payslips and ensure all deductions are accounted for, it is recommended to check with the accounting department and payroll department to ensure all required fields are populated." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:398 +#: ../../content/applications/hr/employees/new_employee.rst:400 msgid "Enter the various information in the following sections and fields of the :guilabel:`Private Information` tab. Fields are entered either using a drop-down menu, ticking a checkbox, or typing in the information." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:403 +#: ../../content/applications/hr/employees/new_employee.rst:405 msgid "Depending on the localization setting, other fields may be present. For example, for the United States, a :guilabel:`SSN No` (Social Security Number) field is present." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:407 +#: ../../content/applications/hr/employees/new_employee.rst:411 msgid "PRIVATE CONTACT" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:409 +#: ../../content/applications/hr/employees/new_employee.rst:413 msgid ":guilabel:`Private Address`: enter the employee's private home address." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:410 +#: ../../content/applications/hr/employees/new_employee.rst:414 msgid ":guilabel:`Private Email`: enter the employee's personal email address." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:411 +#: ../../content/applications/hr/employees/new_employee.rst:415 msgid ":guilabel:`Private Phone`: enter the employee's personal phone number." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:412 +#: ../../content/applications/hr/employees/new_employee.rst:416 msgid ":guilabel:`Bank Account`: enter the bank account number for the employee, and click :guilabel:`Create and edit..`. A :guilabel:`Create Bank Account` form loads with the bank account number populating the :guilabel:`Account Number` field. Next, select the :guilabel:`Bank` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:417 +#: ../../content/applications/hr/employees/new_employee.rst:421 msgid "If the bank is not already configured, click :guilabel:`Create and edit...` and a blank :guilabel:`Create Bank` form loads, with the bank name populating the :guilabel:`Bank` field. Next, enter the :guilabel:`Bank Identifier Code`, also referred to as a BIC or SWIFT code. Then enter the :guilabel:`Bank Address`, :guilabel:`Phone`, and :guilabel:`Email`. Once the form is complete, click :guilabel:`Save & Close`, and the new bank populates the :guilabel:`Bank` field." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:423 +#: ../../content/applications/hr/employees/new_employee.rst:427 msgid "Next, enter the :guilabel:`ABA/Routing` number for the bank account, then select the :guilabel:`Account Holder`, which is typically the employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:426 +#: ../../content/applications/hr/employees/new_employee.rst:430 msgid "Finally, click the :guilabel:`Send Money` toggle. This changes the toggle color to green, and the status changes from :guilabel:`Untrusted` in black text, to :guilabel:`Trusted` in green text." msgstr "" @@ -3531,251 +3532,252 @@ msgstr "" msgid "The Create Bank Account form with all the information filled out." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:433 +#: ../../content/applications/hr/employees/new_employee.rst:437 msgid "**All** bank accounts must be marked as :guilabel:`Trusted`, if not payments cannot be processed and sent to the bank account. Having an :guilabel:`Untrusted` bank account for an employee will cause an error in the **Payroll** application." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:437 +#: ../../content/applications/hr/employees/new_employee.rst:441 msgid ":guilabel:`Home-Work Distance`: enter the number, in miles or kilometers, the employee commutes to work, in one direction. The unit of measure can be changed from kilometers (:guilabel:`km`) to miles (:guilabel:`mi`) using the drop-down menu. This field is only necessary if the employee is receiving any type of commuter benefits or tax deductions based on commute distances." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:441 +#: ../../content/applications/hr/employees/new_employee.rst:445 msgid ":guilabel:`Private Car Plate`: enter the license plate for the employee's personal car." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:444 +#: ../../content/applications/hr/employees/new_employee.rst:448 msgid "EMERGENCY" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:446 +#: ../../content/applications/hr/employees/new_employee.rst:450 msgid "This section details the person to contact in the event of an emergency." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:448 +#: ../../content/applications/hr/employees/new_employee.rst:452 msgid ":guilabel:`Contact Name`: enter the emergency contact's name." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:449 +#: ../../content/applications/hr/employees/new_employee.rst:453 msgid ":guilabel:`Contact Phone`: enter the emergency contact's phone number. It is recommended to enter a phone number that the person has the most access to, typically a mobile phone." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:453 +#: ../../content/applications/hr/employees/new_employee.rst:457 msgid "FAMILY STATUS" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:455 +#: ../../content/applications/hr/employees/new_employee.rst:459 msgid "This section is used for tax purposes, and affects the **Payroll** app. Enter the following information in the fields." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:458 +#: ../../content/applications/hr/employees/new_employee.rst:462 msgid ":guilabel:`Marital Status`: select the marital status for the employee using the drop-down menu. The default options are :guilabel:`Single`, :guilabel:`Married`, :guilabel:`Legal Cohabitant`, :guilabel:`Widower`, and :guilabel:`Divorced`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:462 +#: ../../content/applications/hr/employees/new_employee.rst:466 msgid "If :guilabel:`Married` or :guilabel:`Legal Cohabitant` is selected, two additional fields appear: :guilabel:`Spouse Complete Name` and :guilabel:`Spouse Birthdate`. Enter these fields with the respective information." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:465 +#: ../../content/applications/hr/employees/new_employee.rst:469 msgid ":guilabel:`Number of Dependent Children`: enter the number of dependent children. This number is the same number used for calculating tax deductions, and should follow all tax regulations regarding applicable dependents." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:470 +#: ../../content/applications/hr/employees/new_employee.rst:474 msgid "CITIZENSHIP" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:472 +#: ../../content/applications/hr/employees/new_employee.rst:476 msgid "This section outlines all the information relating to the employee's citizenship. This section is primarily for employees who are working in a different country than their citizenship. For employees working outside of their home country, for example on a work visa, this information may be required. Information for all fields may not be available." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:477 +#: ../../content/applications/hr/employees/new_employee.rst:481 msgid ":guilabel:`Nationality (Country)`: using the drop-down menu, select the country the employee is from." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:479 +#: ../../content/applications/hr/employees/new_employee.rst:483 msgid ":guilabel:`Identification No`: enter the employee's identification number in this field." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:480 +#: ../../content/applications/hr/employees/new_employee.rst:484 msgid ":guilabel:`SSN No`: enter the employee's social security number." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:481 +#: ../../content/applications/hr/employees/new_employee.rst:485 msgid ":guilabel:`Passport No`: enter the employee's passport number." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:482 +#: ../../content/applications/hr/employees/new_employee.rst:486 msgid ":guilabel:`Gender`: select the employee's gender from the drop-down menu. The default options are :guilabel:`Male`, :guilabel:`Female`, and :guilabel:`Other`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:484 +#: ../../content/applications/hr/employees/new_employee.rst:488 msgid ":guilabel:`Date of Birth`: using the calendar selector, select the birthday of the employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:485 +#: ../../content/applications/hr/employees/new_employee.rst:489 msgid ":guilabel:`Place of Birth`: enter the city or town the employee was born." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:486 +#: ../../content/applications/hr/employees/new_employee.rst:490 msgid ":guilabel:`Country of Birth`: using the drop-down menu, select the country the employee was born." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:487 +#: ../../content/applications/hr/employees/new_employee.rst:491 msgid ":guilabel:`Non-resident`: tick this checkbox if the employee lives in a foreign country." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:490 +#: ../../content/applications/hr/employees/new_employee.rst:494 msgid "EDUCATION" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:492 +#: ../../content/applications/hr/employees/new_employee.rst:496 msgid "This section allows for only one entry, and should be populated with the highest degree the employee has earned." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:495 +#: ../../content/applications/hr/employees/new_employee.rst:499 msgid ":guilabel:`Certificate Level`: using the drop-down menu, select the highest degree the employee has earned. The default options are :guilabel:`Graduate`, :guilabel:`Bachelor`, :guilabel:`Master`, :guilabel:`Doctor`, and :guilabel:`Other`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:498 +#: ../../content/applications/hr/employees/new_employee.rst:502 msgid ":guilabel:`Field of Study`: type in the subject the employee studied, such as `Business` or `Computer Science`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:500 +#: ../../content/applications/hr/employees/new_employee.rst:504 msgid ":guilabel:`School`: type in the name of the school the employee earned the degree from." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:503 +#: ../../content/applications/hr/employees/new_employee.rst:507 msgid "WORK PERMIT" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:505 +#: ../../content/applications/hr/employees/new_employee.rst:509 msgid "This section should be filled in if the employee is working on some type of work permit. This section may be left blank if they do not require any work permits for employment." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:508 +#: ../../content/applications/hr/employees/new_employee.rst:512 msgid ":guilabel:`Visa No`: enter the employee's visa number." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:509 +#: ../../content/applications/hr/employees/new_employee.rst:513 msgid ":guilabel:`Work Permit No`: enter the employee's work permit number." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:510 +#: ../../content/applications/hr/employees/new_employee.rst:514 msgid ":guilabel:`Visa Expiration Date`: using the calendar selector, select the date the employee's visa expires." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:512 +#: ../../content/applications/hr/employees/new_employee.rst:516 msgid ":guilabel:`Work Permit Expiration Date`: using the calendar selector, select the date the employee's work permit expires." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:514 +#: ../../content/applications/hr/employees/new_employee.rst:518 msgid ":guilabel:`Work Permit`: click :guilabel:`Upload your file`, then navigate to the work permit file in the file explorer, and click :guilabel:`Select` to add the permit." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:520 +#: ../../content/applications/hr/employees/new_employee.rst:524 +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:125 msgid "Payroll tab" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:522 +#: ../../content/applications/hr/employees/new_employee.rst:526 msgid "Depending on the installed :doc:`localization <../payroll/payroll_localizations>`, the sections and fields in this tab may vary considerably. Due to the specific nature of localizations and the variety of information that may be requested in this tab, it is recommended to check with the accounting department to fill out this section correctly." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:527 +#: ../../content/applications/hr/employees/new_employee.rst:531 msgid "The following fields are universal for all localizations:" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:529 +#: ../../content/applications/hr/employees/new_employee.rst:533 msgid ":guilabel:`Legal Name`: enter the legal name for the employee. This is the name that typically is used for filing taxes." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:531 +#: ../../content/applications/hr/employees/new_employee.rst:535 msgid ":guilabel:`Payslip Language`: enter the desired language to be used when printing payslips for this employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:533 +#: ../../content/applications/hr/employees/new_employee.rst:537 msgid ":guilabel:`Registration Number of the Employee`: enter the employees registration number." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:536 +#: ../../content/applications/hr/employees/new_employee.rst:540 msgid ":doc:`Payroll localizations <../payroll/payroll_localizations>`" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:541 +#: ../../content/applications/hr/employees/new_employee.rst:545 msgid "Settings tab" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:543 +#: ../../content/applications/hr/employees/new_employee.rst:547 msgid "This tab provides various fields for different applications within the database. Depending on what applications are installed, different fields may appear in this tab." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:547 +#: ../../content/applications/hr/employees/new_employee.rst:551 msgid "STATUS" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:549 +#: ../../content/applications/hr/employees/new_employee.rst:553 msgid ":guilabel:`Employee Type`: using the drop-down menu, select the *type* of employee. The default options are :guilabel:`Employee`, :guilabel:`Worker`, :guilabel:`Student`, :guilabel:`Trainee`, :guilabel:`Contractor`, and :guilabel:`Freelancer`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:552 +#: ../../content/applications/hr/employees/new_employee.rst:556 msgid ":guilabel:`Related User`: using the drop-down menu, select a user in the database to link to this employee." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:556 +#: ../../content/applications/hr/employees/new_employee.rst:560 msgid "Employees do **not** need to be users of the database." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:558 +#: ../../content/applications/hr/employees/new_employee.rst:562 msgid "*Employees* do **not** count towards the Odoo subscription billing, while *Users* **do** count towards billing. If the new employee should also be a user, the user **must** be created." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:561 +#: ../../content/applications/hr/employees/new_employee.rst:565 msgid "After the employee is created, click :guilabel:`Create User` at the end of the :guilabel:`Related User` line. A :guilabel:`Create User` form appears." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:564 +#: ../../content/applications/hr/employees/new_employee.rst:568 msgid "The employee name populates the :guilabel:`Name` field by default. If the :guilabel:`Email Address`, :guilabel:`Phone`, :guilabel:`Mobile`, and :guilabel:`photo` are populated on the employee form, the corresponding fields are auto-populated on the :guilabel:`Create User` form." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:568 +#: ../../content/applications/hr/employees/new_employee.rst:572 msgid "Once the form is completed, click the :guilabel:`Save` button. The user is created, and populates the :guilabel:`Related User` field." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:571 +#: ../../content/applications/hr/employees/new_employee.rst:575 msgid "Users can also be created manually. For more information on how to manually add a user, refer to the :doc:`../../general/users/` document." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:575 +#: ../../content/applications/hr/employees/new_employee.rst:579 msgid "APPLICATION SETTINGS" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:577 +#: ../../content/applications/hr/employees/new_employee.rst:581 msgid "This section affects the **Fleet** and **Manufacturing** apps. Enter the following information in this section." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:580 +#: ../../content/applications/hr/employees/new_employee.rst:584 msgid ":guilabel:`Hourly Cost`: enter the hourly cost for the employee, in a XX.XX format. This cost is factored in when the employee is working at a :doc:`work center <../../inventory_and_mrp/manufacturing/advanced_configuration/using_work_centers>`." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:585 +#: ../../content/applications/hr/employees/new_employee.rst:589 msgid "Manufacturing costs are added to the costs for producing a product, if the value of the manufactured product is **not** a fixed amount. This cost does **not** affect the **Payroll** application." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:589 +#: ../../content/applications/hr/employees/new_employee.rst:593 msgid ":guilabel:`Fleet Mobility Card`: if applicable, enter the :guilabel:`Fleet Mobility Card` number" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:592 +#: ../../content/applications/hr/employees/new_employee.rst:596 msgid "ATTENDANCE/POINT OF SALE" msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:594 +#: ../../content/applications/hr/employees/new_employee.rst:598 msgid "This section determines how employees sign in to either the **Attendances** or **Point Of Sale** apps, and only appear if either of these apps is installed." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:597 +#: ../../content/applications/hr/employees/new_employee.rst:601 msgid ":guilabel:`PIN Code`: enter the employee's pin number in this field. This code is used to sign in and out of **Attendances** app kiosks, and a :abbr:`POS (Point Of Sale)` system." msgstr "" -#: ../../content/applications/hr/employees/new_employee.rst:599 +#: ../../content/applications/hr/employees/new_employee.rst:603 msgid ":guilabel:`Badge ID`: click :guilabel:`Generate` at the end of the :guilabel:`Badge ID` line to create a badge number. Once generated, the badge number populates the :guilabel:`Badge ID` field, and :guilabel:`Generate` changes to :guilabel:`Print Badge`. Click :guilabel:`Print Badge` to create a PDF file of the employee's badge. The badge can be printed and used to log into a :abbr:`POS (point of sale)` system or :ref:`check-in ` on an **Attendances** app kiosk." msgstr "" @@ -3869,8 +3871,7 @@ msgstr "" #: ../../content/applications/hr/frontdesk.rst:35 #: ../../content/applications/hr/lunch/products.rst:12 #: ../../content/applications/hr/payroll.rst:828 -#: ../../content/applications/hr/payroll/work_entries.rst:56 -#: ../../content/applications/hr/time_off.rst:250 +#: ../../content/applications/hr/time_off.rst:251 msgid "Enter the following information on the form:" msgstr "" @@ -3971,8 +3972,7 @@ msgid "The employee form loads, displaying all their information. Click the :ico msgstr "" #: ../../content/applications/hr/employees/offboarding.rst:169 -#: ../../content/applications/hr/payroll/contracts.rst:281 -#: ../../content/applications/hr/time_off.rst:307 +#: ../../content/applications/hr/time_off.rst:308 msgid "Fill out the following fields on the form:" msgstr "" @@ -5009,7 +5009,7 @@ msgid "To determine the responsible person is for a contract, open an individual msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:51 -msgid "To open a contract from a list of all contracts, navigate to :menuselection:`Fleet app --> Fleet --> Contracts` and all contracts appear in the list. Click on a :guilabel:`Contract` to open it. In the :guilabel:`Information` section of the contract, look under :guilabel:`Responsible` to see who receives expiration alerts." +msgid "To open a contract from a list of all contracts, navigate to :menuselection:`Fleet app --> Fleet --> Contracts`, and all contracts appear in the list. Click on a :guilabel:`Contract` to open it. In the :guilabel:`Information` section of the contract, look under :guilabel:`Responsible` to see who receives expiration alerts." msgstr "" #: ../../content/applications/hr/fleet/new_vehicle.rst:56 @@ -5686,7 +5686,7 @@ msgstr "" #: ../../content/applications/hr/frontdesk.rst:215 #: ../../content/applications/hr/payroll/reporting.rst:3 #: ../../content/applications/hr/referrals/reporting.rst:3 -#: ../../content/applications/hr/time_off.rst:572 +#: ../../content/applications/hr/time_off/reporting.rst:3 msgid "Reporting" msgstr "" @@ -7155,6 +7155,7 @@ msgid "A new contract template form, with the fields filled in." msgstr "" #: ../../content/applications/hr/payroll.rst:133 +#: ../../content/applications/hr/payroll/contracts.rst:117 msgid "Salary information tab" msgstr "" @@ -7281,7 +7282,7 @@ msgstr "" #: ../../content/applications/hr/payroll.rst:237 #: ../../content/applications/hr/payroll.rst:665 -#: ../../content/applications/hr/payroll/contracts.rst:40 +#: ../../content/applications/hr/payroll/contracts.rst:50 msgid "General information section" msgstr "" @@ -7606,7 +7607,7 @@ msgid "Salary structure details for Regular Pay, listing all the specific Salary msgstr "" #: ../../content/applications/hr/payroll.rst:521 -#: ../../content/applications/hr/time_off.rst:300 +#: ../../content/applications/hr/time_off.rst:301 msgid "Rules" msgstr "" @@ -7746,7 +7747,7 @@ msgid "A new Input Type form filled in." msgstr "" #: ../../content/applications/hr/payroll.rst:624 -#: ../../content/applications/hr/recruitment.rst:94 +#: ../../content/applications/hr/recruitment.rst:69 msgid "Salary package configurator" msgstr "" @@ -7895,7 +7896,6 @@ msgid ":guilabel:`Assigned to`: select the user the activity is automatically as msgstr "" #: ../../content/applications/hr/payroll.rst:740 -#: ../../content/applications/hr/payroll/contracts.rst:133 msgid "Sign section" msgstr "" @@ -8093,377 +8093,733 @@ msgid ":doc:`payroll/work_entries`" msgstr "" #: ../../content/applications/hr/payroll.rst:898 -msgid ":doc:`payroll/salary_attachments`" +msgid ":doc:`payroll/time_off_to_report`" msgstr "" #: ../../content/applications/hr/payroll.rst:899 -msgid ":doc:`payroll/payslips`" +msgid ":doc:`payroll/salary_attachments`" msgstr "" #: ../../content/applications/hr/payroll.rst:900 -msgid ":doc:`payroll/reporting`" +msgid ":doc:`payroll/payslips`" msgstr "" #: ../../content/applications/hr/payroll.rst:901 -msgid ":doc:`payroll/work_entry_analysis`" +msgid ":doc:`payroll/batches`" msgstr "" #: ../../content/applications/hr/payroll.rst:902 -msgid ":doc:`payroll/salary_attachment`" +msgid ":doc:`payroll/commissions`" msgstr "" #: ../../content/applications/hr/payroll.rst:903 +msgid ":doc:`payroll/reporting`" +msgstr "" + +#: ../../content/applications/hr/payroll.rst:904 +msgid ":doc:`payroll/headcount`" +msgstr "" + +#: ../../content/applications/hr/payroll.rst:905 +msgid ":doc:`payroll/work_entry_analysis`" +msgstr "" + +#: ../../content/applications/hr/payroll.rst:906 msgid ":doc:`payroll/payroll_localizations`" msgstr "" +#: ../../content/applications/hr/payroll/batches.rst:3 +msgid "Batches" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:5 +msgid "Batches are used to generate multiple :doc:`payslips ` at once and process them in a group, rather than create and process individual payslips. This method not only helps the payroll department pay employees in less time, but it also helps keep payslips organized." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:9 +msgid "Typically, a company's payroll department :ref:`creates a new batch ` for each salary structure, for every pay period (usually weekly, bi-weekly, or monthly). If desired, batches can be further organized by department, job position, or salary structure type." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:13 +msgid "Once a batch is made, :ref:`payslips are added to the batch `, then the batch is processed, and employees are paid." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:17 +msgid "View batches" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:19 +msgid "To view all the batches in the database, navigate to :menuselection:`Payroll app --> Payslips --> Batches` to display all payslip batches that have been created. These payslip batches are displayed in a list view, by default." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:23 +msgid "Each batch displays the :guilabel:`Name`, the dates the batch includes (the :guilabel:`Date From` and :guilabel:`Date To` fields), its :guilabel:`Status`, the number of payslips in the batch (:guilabel:`Payslips Count`), and the :guilabel:`Company`." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:-1 +msgid "View displaying all batches created." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:33 +msgid "Create a new batch" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:35 +msgid "New batches of payslips must be created from the :guilabel:`Payslips Batches` dashboard, by navigating to :menuselection:`Payroll app --> Payslips --> Batches`. Click the :guilabel:`New` button in the top-left corner. Doing so reveals a blank payslip batch form on a separate page." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:39 +msgid "On the new payslip batch form, enter the :guilabel:`Batch Name`. This should be something short and descriptive, to keep records organized." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:43 +msgid "A company pays its employees on a bi-weekly basis, and creates separate batches for their two different :ref:`salary structures ` they use: worker pay and regular pay." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:47 +msgid "The names for their four August 2025 batches are:" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:49 +msgid "`Aug 1-14 2025 - Worker`" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:50 +msgid "`Aug 1-14 2025 - Regular`" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:51 +msgid "`Aug 15-31 2025 - Worker`" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:52 +msgid "`Aug 15-31 2025 - Regular`" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:54 +msgid "Next, select the date range to which the batch applies. Click into one of the :guilabel:`Period` fields, and a calendar pop-up window appears. From this calendar pop-up window, navigate to the correct month, and click on the corresponding day for both the start and end dates of the batch." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:58 +msgid "The current company populates the :guilabel:`Company` field. If operating in a multi-company environment, it is **not** possible to modify the :guilabel:`Company` from the form. The batch **must** be created while in the database for the desired company." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:-1 +msgid "The details entered for the new batch." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:68 +msgid "Add payslips to a batch" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:70 +msgid "Once a :ref:`batch has been created `, payslips need to be added to the batch. Payslips can either be :ref:`created and added ` to the batch, or if they have *already* been created, they can be :ref:`added to the batch `." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:75 +msgid "Batches can only have payslips added to them when they are in the :guilabel:`New` stage. Payslips can either be :ref:`created by the database ` and added to the batch, or :ref:`pre-existing payslips can be individually added ` to the batch." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:79 +msgid "Once either of these methods has been used, the status of the batch changes to :guilabel:`Confirmed`, and both options to add payslips no longer appears." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:85 +#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:102 +msgid "Generate payslips" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:87 +msgid "To generate the payslips and add them to the batch, first open the batch by navigating to :menuselection:`Payroll app --> Payslips --> Batches`, and click on the desired batch. Next, click the :guilabel:`Generate Payslips` button and a :guilabel:`Generate Payslips` pop-up window loads." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:91 +msgid "This form contains three sections, and the configuration of this form determines which payslips are created. The :guilabel:`Employees Selection` section determines which employees' payslips to create. Using the drop-down menus, configure the :guilabel:`Department`, :guilabel:`Job Position`, and :guilabel:`Salary Structure Type` fields, if desired. As selections are made, the :guilabel:`Employees` section at the bottom updates to show which payslips are going to be generated." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:98 +msgid "The :guilabel:`Payslip Generation` section allows the user to pick a specific :guilabel:`Salary Structure` to create payslips for. If left blank, the default structure for each employee is used to calculate their pay." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:103 +msgid "By default, Odoo lists all employees in the :guilabel:`Employees` section when generating payslips." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:106 +msgid "The list filters automatically as selections are made." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:108 +msgid "Configuration is optional unless a batch is being created **excluding** certain employees." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:110 +msgid "Once all the desired configurations have been made, click the :guilabel:`Generate` button, and all payslips are created and attached to the batch. Once generated, a :icon:`fa-book` :guilabel:`Payslips` smart button appears at the top, along with the number of payslips in the batch. Click this smart button to view a list of all the payslips in the batch." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:115 +msgid "Once the payslips have been generated and attached to the batch, the status of the batch changes to :guilabel:`Confirmed`." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:-1 +msgid "Payslips being generated for marketing and community managers." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:124 +msgid "Add payslips" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:126 +msgid "Instead of generating payslips, :ref:`individual payslips that have already been created ` can be added to a batch. Start by opening the desired batch by navigating to :menuselection:`Payroll app --> Payslips --> Batches`, and clicking on the desired batch." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:130 +msgid "Next, click the :guilabel:`Add Payslips` button, and an :guilabel:`Add Payslips` form loads in a pop-up window. All available payslips that have not yet been added to a batch, appear on the list." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:134 +msgid "**All** payslips not yet assigned to a batch appear in the list, regardless of status (:guilabel:`Draft`, :guilabel:`Waiting`, :guilabel:`Paid`, or :guilabel:`Cancelled`). This allows already processed or cancelled payslips to be grouped retroactively for reporting or record keeping purposes." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:139 +msgid "Tick the checkbox next to each desired payslip to be added, then click the :guilabel:`Select` button at the bottom. All selected payslips are added to the batch, and the status of the batch changes to :guilabel:`Confirmed`. A :icon:`fa-book` :guilabel:`Payslips` smart button appears at the top, along with the number of payslips in the batch. Click this smart button to view a list of all the payslips in the batch." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:-1 +#: ../../content/applications/hr/payroll/batches.rst:-1 +msgid "Adding individual payslips to a batch by selecting them form this list." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:151 +msgid "Process a batch" +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:153 +msgid "After a :ref:`batch has been created ` , and :ref:`all required payslips have been added `, the batch must then be processed, and employees paid." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:156 +msgid "Open the desired batch by navigating to :menuselection:`Payroll app --> Payslips --> Batches`, and clicking on the desired batch. For a batch to be processed, it must have a status of :guilabel:`Confirmed`. That means the batch has been created and payslips have been added to them, but the payslips have *not* been processed yet." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:161 +msgid "Click the :guilabel:`Create Draft Entry` button to confirm and create a draft of the individual payslips. After this occurs, the batch status changes to :guilabel:`Done`." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:165 +msgid "At any time, the batch needs to be reverted back to a status of :guilabel:`New`, click the :guilabel:`Set to Draft` button. This action does **not** remove any payslips that have already been added to the batch, instead, the status changes back to :guilabel:`New`." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:169 +msgid "After any desired changes have been made, click :guilabel:`Confirm` and the batch status changes to :guilabel:`Confirmed`." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:172 +msgid "It is important to note, that if any payslips in the batch have a status of :guilabel:`Paid`, the batch **cannot** revert to a status of :guilabel:`New`." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:175 +msgid "Once the status has changed to :guilabel:`Done`, the payments must be logged in the database. Click the :guilabel:`Create Payment Report` button, and a pop-up window loads, where the payment report details are entered." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:179 +msgid "Using the drop-down menu, select the :guilabel:`Export Format` for the payment report. The two default options available are :guilabel:`NACHA`, and :guilabel:`CSV`." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:182 +msgid "The :guilabel:`NACHA` option creates a compatible ACH file which is sent to the company's bank, and outlines all the banking information to transfer money from the company to the employees, either via direct deposit (most common) or a check. Refer to the :ref:`fiscal localization document ` for more information." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:188 +#: ../../content/applications/hr/payroll/payslips.rst:222 +msgid "Other options may be available depending on the :doc:`payroll localization ` installed in the database." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:191 +msgid "If :guilabel:`CSV` is selected, all other fields are hidden form view. Once this is selected, click the :guilabel:`Generate` button to create the payment report." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:194 +msgid "Next, select the desired :guilabel:`Bank Journal` the paychecks are logged on. Last, using the calendar selector, set the date the paychecks are issued in the :guilabel:`Effective Date` field." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:197 +msgid "Once the pop-up window is configured, click the :guilabel:`Generate` button, and the file appears on the batch form, in a new :guilabel:`Payment Report` field." +msgstr "" + +#: ../../content/applications/hr/payroll/batches.rst:200 +msgid "After the report is created, click the :guilabel:`Mark as paid` button to mark the payslips as paid in the database." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:4 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:360 +msgid "Commissions" +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:6 +msgid "Commissions are payments made to employees that are earned as part of their salary. The payments are awarded after a sale has been made, and the amount depends on how much the sale was. Typically the amount is either a percentage of the sale, or a set commission based on a structure created by the company." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:11 +msgid "To pay an employee a commission they earned, a separate commission paycheck must be issued to the employee. In Odoo, a commission payslip is referred to as a *warrant payslip*." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:15 +msgid "Create warrant payslips" +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:17 +msgid "Warrant payslips are generated directly from the :guilabel:`Payslips Batches` dashboard, which is accessed by navigating to :menuselection:`Payroll app --> Payslips --> Batches`." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:20 +msgid "First, click the :guilabel:`Generate Warrant Payslips` button in the top-left corner. Doing so reveals a :guilabel:`Generate Warrant Payslips` pop-up window, in which the necessary information **must** be filled out." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:24 +msgid "Set the time frame the commission was earned, in the two fields next to :guilabel:`Period`. Click into each field, and a calendar pop-up window loads. Navigate to the desired date and click on it to select it." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:28 +msgid "Using the drop-down menu, select the :guilabel:`Department` in the corresponding field. When a department is selected, the employees listed for that department appear in the :guilabel:`Employee` section, below." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:32 +msgid "If a file is needed for the record, upload a file to the :guilabel:`Import File` field, such as a sales invoice, using the :guilabel:`Upload your file` button. Any file type is accepted." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:35 +msgid "Under the :guilabel:`Employee` section, enter the individual :guilabel:`Commission Amount` for each employee in the far-right column. To remove an employee, click the :icon:`fa-trash-o` :guilabel:`(trash)` icon to remove the line." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:39 +msgid "Add a new commission by clicking :guilabel:`Add a Line`, and entering the :guilabel:`Employee` and the appropriate :guilabel:`Commission Amount`." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:42 +msgid "Once all the commissions are properly entered, click the :guilabel:`Generate Payslips` button to create the warrant payslips in a batch, or click :guilabel:`Export` to export a CSV file of the commissions." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:46 +msgid ":ref:`Process the batch ` in the same way as a typical batch to complete the payment process." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:-1 +msgid "Enter the commission details." +msgstr "" + +#: ../../content/applications/hr/payroll/commissions.rst:53 +msgid ":doc:`Commissions <../../sales/sales/commissions>`" +msgstr "" + #: ../../content/applications/hr/payroll/contracts.rst:5 -msgid "Every employee in Odoo is required to have a running contract in order to be paid. A contract outlines the terms of an employee's position, their compensation, working hours, and any other details about their position." +msgid "Every employee in Odoo is required to have a running contract in order to be paid. A contract outlines the terms of an employee's position, their compensation, working hours, and any other relevant details pertaining to their compensation." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:10 -msgid "Contract documents (PDFs) are uploaded and organized using the *Documents* application, and are signed using the *Sign* application. Ensure these applications are installed to send and sign contracts. Please refer to the :doc:`../../productivity/documents` and :doc:`../../productivity/sign` documentation." +msgid "Contract documents (PDFs) are uploaded and organized using the **Documents** application, and are signed using the **Sign** application. Ensure these applications are installed to send and sign contracts. Please refer to the :doc:`../../productivity/documents` and :doc:`../../productivity/sign` documentation for more information." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:15 -msgid "To view the employee contracts, go to the :menuselection:`Payroll app --> Contracts --> Contracts` from the top menu. All employee contracts, and their current contract status, are displayed in a list view, by default. The list view displays running contracts, contracts that require action, expired contracts, and cancelled contracts." +#: ../../content/applications/hr/payroll/contracts.rst:18 +msgid "Contracts dashboard" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:20 +msgid "Both the **Payroll** and **Employees** apps display *identical employee contract information*." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:22 +msgid "To access the contracts dashboard from the **Employees** app, navigate to :menuselection:`Employees app --> Employees --> Contracts`. To access the contracts dashboard from the **Payroll** app, navigate to :menuselection:`Payroll app --> Contracts --> Contracts`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:26 +msgid "The :guilabel:`Contracts` dashboard displays all employee contracts in a default list view, grouped by :guilabel:`Status`. The available status groupings are :guilabel:`New`, :guilabel:`Running`, :guilabel:`Expired`, and :guilabel:`Cancelled`. Each grouping displays the number of contracts within the grouping." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:-1 msgid "Contracts dashboard view showing running contracts and contracts with issues." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:25 -msgid "The list of contracts in the *Payroll* application matches the list of contracts in the *Employees* application." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:30 -msgid "In order for an employee to be paid, an active contract is required. If a new contract is needed, click the :guilabel:`Create` button on the :guilabel:`Contracts` dashboard. A contract form appears where the information can be entered." -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:35 -msgid "New contract form" +msgid "Any changes made to contracts in the **Employees** app is reflected in the **Payroll** app, and vice versa. Contract information remains identical, regardless of where the contract information is accessed." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:42 -msgid ":guilabel:`Contact Reference`: type in the name or title for the contract, such as `John Smith Contract`. This field is **required**." +msgid "Create a contract" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:44 -msgid ":guilabel:`Employee`: using the drop-down menu, select the employee that the contract applies to." +msgid "To create a new contract, click the :guilabel:`New` button on the :ref:`Contracts dashboard `, and a blank contract form appears." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:45 -msgid ":guilabel:`Contract Start Date`: the date the contract starts. To choose a date, click the drop-down menu, navigate to the correct month and year with the :guilabel:`< > (arrow)` icons, then click on the desired date. This field is **required**." +#: ../../content/applications/hr/payroll/contracts.rst:52 +msgid "Enter the following information in the top-half of the blank contract form:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:48 -msgid ":guilabel:`Contract End Date`: if the contract has a specific end date, click the drop-down menu, navigate to the correct month and year with the :guilabel:`< > (arrow)` icons, then click on the desired date." +#: ../../content/applications/hr/payroll/contracts.rst:54 +msgid ":guilabel:`Contact Reference`: Type in the name or title for the contract, such as `John Smith Contract`. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:51 -msgid ":guilabel:`Working Schedule`: select one of the working schedules from the drop-down menu. This field is **required**." +#: ../../content/applications/hr/payroll/contracts.rst:56 +msgid ":guilabel:`Employee`: Using the drop-down menu, select the employee the contract is for." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:55 +#: ../../content/applications/hr/payroll/contracts.rst:57 +msgid ":guilabel:`Contract Start Date`: Required. Defaults to the current date. To choose a different date, click into the field. In the popover calendar, select a different date." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:59 +msgid ":guilabel:`Contract End Date`: Optional. Select a date from the calendar popover, or leave blank for an indefinite contract." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:61 +msgid ":guilabel:`Working Schedule`: Select one of the available working schedules the employee is expected to work, from the drop-down menu. If this field is left blank, this allows the employee to work as many or as few hours as desired every week, with no restrictions." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:66 msgid "The :guilabel:`Working Schedule` drop-down menu displays all the working schedules for the selected company. To modify or add to this list, go to :menuselection:`Payroll app --> Configuration --> Working Schedules`. Click :guilabel:`New`, and create a new working schedule, or click on an existing working schedule and make edits." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:60 -msgid ":guilabel:`Work Entry Source`: select how the :doc:`work entries ` are generated. This field is **required**. Click the radio button next to the desired selection. The options are:" +#: ../../content/applications/hr/payroll/contracts.rst:71 +msgid ":guilabel:`Work Entry Source`: Using the drop-down menu, select how the :doc:`work entries ` are generated. This field is **required**. Click the radio button next to the desired selection. The options are:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:63 -msgid ":guilabel:`Working Schedule`: work entries are generated based on the selected :guilabel:`Working Schedule`." +#: ../../content/applications/hr/payroll/contracts.rst:75 +msgid ":guilabel:`Working Schedule`: Work entries are generated based on the selected :guilabel:`Working Schedule`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:65 -msgid ":guilabel:`Attendances`: work entries are generated based on the employee's check-in records in the *Attendances* application. (This requires the *Attendances* application)." +#: ../../content/applications/hr/payroll/contracts.rst:77 +msgid ":guilabel:`Attendances`: Work entries are generated based on the employee's check-in records in the **Attendances** app. (This requires the **Attendances** app to be installed)." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:67 -msgid ":guilabel:`Planning`: work entries are generated based on the planned schedule for the employee from the *Planning* application. (This requires the *Planning* application)." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:70 -msgid ":guilabel:`Salary Structure Type`: select one of the salary structure types from the drop-down menu. The default salary structure types are :guilabel:`Employee` or :guilabel:`Worker`. A :ref:`new salary structure type ` can be created, if needed." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:73 -msgid ":guilabel:`Department`: select the department the contract applies to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:74 -msgid ":guilabel:`Job Position`: select the specific job position the contract applies to from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:78 -msgid "If the selected :guilabel:`Job Position` has a contract template linked to it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary Structure Type` changes to the one associated with that :guilabel:`Job Position`." +#: ../../content/applications/hr/payroll/contracts.rst:79 +msgid ":guilabel:`Planning`: Work entries are generated based on the planned schedule for the employee from the **Planning** app. (This requires the **Planning** app to be installed)." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:82 -msgid ":guilabel:`Wage on Payroll`: enter the employee's monthly wage." +msgid ":guilabel:`Salary Structure Type`: Select one of the salary structure types from the drop-down menu. The default salary structure types are :guilabel:`Employee` or :guilabel:`Worker`. A :ref:`new salary structure type ` can be created, if needed." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:83 -msgid ":guilabel:`Contract Type`: choose either :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, or :guilabel:`Part-Time` from the drop-down menu." +#: ../../content/applications/hr/payroll/contracts.rst:85 +msgid ":guilabel:`Department`: Select the department the employee is working within, using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:-1 -msgid "New contract form to be filled in when creating a new contract, with required fields\n" -"outlined in red." +#: ../../content/applications/hr/payroll/contracts.rst:87 +msgid ":guilabel:`Job Position`: Select the employee's specific job position using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:92 +#: ../../content/applications/hr/payroll/contracts.rst:90 +msgid "If the selected :guilabel:`Job Position` has a contract template linked to it with a specific :guilabel:`Salary Structure Type`, the :guilabel:`Salary Structure Type` changes to the one associated with that :guilabel:`Job Position`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:94 +msgid ":guilabel:`Contract Type`: Using the drop-down menu, select the type of contract being created. The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, :guilabel:`Intern`, :guilabel:`Student`, :guilabel:`Apprenticeship`, :guilabel:`Thesis`, :guilabel:`Statutory`, and :guilabel:`Employee`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:98 +msgid ":guilabel:`Wage on Payroll`: Enter the employee's monthly wage in this field." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:101 msgid "The :guilabel:`Working Schedule` drop-down menu displays all the working times for the selected :guilabel:`Company`. To modify or add to this list, go to :menuselection:`Payroll app --> Configuration --> Working Times`, and either :guilabel:`Create` a new working time, or click on an existing working time, then edit it by clicking :guilabel:`Edit`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:97 -msgid ":guilabel:`Yearly Cost (Real)`: this field automatically updates after the :guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This amount is the total yearly cost for the employer. This field can be modified. However, if this is modified, the :guilabel:`Wage` field updates, accordingly. Ensure both the :guilabel:`Wage` and :guilabel:`Yearly Cost (Real)` are correct if this field is modified." +#: ../../content/applications/hr/payroll/contracts.rst:106 +msgid ":guilabel:`HR Responsible`: Select the person who is responsible for validating the contract using the drop-down menu. This field is required." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:102 -msgid ":guilabel:`Monthly Cost (Real)`: this field automatically updates after the :guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This amount is the total monthly cost for the employer. This field **cannot** be modified, and is calculated based on the :guilabel:`Yearly Cost (Real)`." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:0 -msgid "Optional tabs for a new contract." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:112 -msgid "Contract Details tab" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:114 -msgid "The :guilabel:`Contract Details` tab allows for the addition and editing of a contract, along with specifying which template to use when a new contract is created. These fields **must** be populated in order to create a new contract." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:119 -msgid "To access the various contract template fields in the :guilabel:`Contract Details` tab, the *Salary Configurator* (`hr_contract_salary`) module **must** be :ref:`installed `." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:123 -msgid "When the *Salary Configurator* module is installed, the *Salary Configurator - Holidays* and *Salary Configurator - Payroll* modules install, as well." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:126 -msgid "Once the modules are installed, the database reverts to the main dashboard." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:128 -msgid ":guilabel:`Contract Template`: select a pre-existing contract template from the drop-down menu. Contract templates are typically created through the configuration menu, and stored in the *Documents* application." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:135 -msgid ":guilabel:`HR Responsible`: select the person who is responsible for validating the contract from the drop-down menu. This field is required." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:137 -msgid ":guilabel:`New Contract Document Template`: select a contract from the drop-down menu to be modified for this new employee contract. These documents are stored in the *Sign* application." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:139 -msgid ":guilabel:`Contract Update Document Template`: select a contract from the drop-down menu, if the employee has an existing contract that requires updating. These documents are stored in the *Sign* application." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:144 -msgid "The :guilabel:`HR Responsible`, :guilabel:`New Contract Document Template`, and :guilabel:`Contract Update Document Template` fields are only visible if the *Sign* application is installed, along with the `hr_contract_salary` and `hr_contract_salary_payroll` :doc:`modules <../../general/apps_modules>`. The *Sign* application is where the contract templates are stored. This application is required for an employee to sign any contract." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:151 -msgid "Accounting section" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:153 -msgid ":guilabel:`Analytic Account`: select the account the contract affects from the drop-down menu. It is recommended to check with the accounting department to ensure the correct account is selected." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:157 -msgid "Part Time section" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:159 -msgid ":guilabel:`Part Time`: tick this box if the employee is working part-time. When active, additional fields appear:" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:162 -msgid ":guilabel:`% (Percentage)`: enter the percent of time the employee works as compared to a full-time employee." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:164 -msgid ":guilabel:`Standard Calendar`: select the working hours that a typical full-time worker uses from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:166 -msgid ":guilabel:`Part Time Work Entry Type`: select the work entry type that generates the balance of a full-time working schedule." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:170 -msgid "If a full-time employee works 40 hours a week, and the employee works 20, enter `50` in the :guilabel:`% (Percentage)` field (50% of 40 hours = 20 hours). The employee generates twenty (20) hours of work entries under the work entry type `part-time`, and another twenty (20) hours of work entries under the work entry type `generic time off`, for a total of forty (40) hours worth of work entries." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:177 -msgid "Notes section" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:179 -msgid ":guilabel:`Notes`: a text field where any notes for the employee contract are entered for future reference." +#: ../../content/applications/hr/payroll/contracts.rst:110 +msgid "The :guilabel:`HR Responsible` field only appears if the **Salary Configurator** (`hr_contract_salary`) module and the **Sign** app are both installed." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:-1 -msgid "Contract details in optional tabs for a new contract." +msgid "New contract form to be filled in when creating a new contract." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:187 -msgid "Modify a contract template" +#: ../../content/applications/hr/payroll/contracts.rst:119 +msgid "The :guilabel:`Salary Information` tab is where the specific details of how much and how often the employee is paid. Fill in the following fields in this tab:" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:189 -msgid "Click the :icon:`fa-external-link` :guilabel:`(external Link)` icon at the end of either the :guilabel:`New Contract Document Template` or :guilabel:`Contract Update Document Template` to open the corresponding contract template, and proceed to make any desired changes." +#: ../../content/applications/hr/payroll/contracts.rst:122 +msgid ":guilabel:`Wage Type`: Using the drop-down menu, select what kind of pay the employee receives. The two default options are :guilabel:`Fixed Wage` or :guilabel:`Hourly Wage`. Select :guilabel:`Fixed Wage` for salaried employees, and select :guilabel:`Hourly Wage` for employees who are paid based on their logged worked hours." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:193 -msgid "Click the :guilabel:`Upload your file` button next to the corresponding document, navigate to the file, then click :guilabel:`Open` to select the document and add it to the tab." +#: ../../content/applications/hr/payroll/contracts.rst:126 +msgid ":guilabel:`Schedule Pay`: Using the drop-down menu, select how often the employee is paid. The default options are :guilabel:`Annually`, :guilabel:`Semi-annually`, :guilabel:`Quarterly`, :guilabel:`Bi-monthly`, :guilabel:`Monthly`, :guilabel:`Semi-monthly`, :guilabel:`Bi-weekly`, :guilabel:`Weekly`, or :guilabel:`Daily`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:197 -msgid "Modifying document templates" +#: ../../content/applications/hr/payroll/contracts.rst:130 +msgid ":guilabel:`Wage`: Enter the amount the employee receives each pay period. The first field allows for a wage to be entered, the second field displays how often the pay is issued to the employee. The second field *cannot** be modified, and is updated when the :guilabel:`Schedule Pay` field changes." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:199 -msgid "Contracts templates can be modified at any point when changes are needed." +#: ../../content/applications/hr/payroll/contracts.rst:134 +msgid ":guilabel:`Yearly Cost (Real)`: This field automatically updates after the :guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This amount is the total yearly cost for the employer. This field can be modified. However, if this is modified, the :guilabel:`Wage` field updates, accordingly. Ensure both the :guilabel:`Wage` and :guilabel:`Yearly Cost (Real)` are correct if this field is modified." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:139 +msgid ":guilabel:`Monthly Cost (Real)`: This field automatically updates after the :guilabel:`Schedule Pay` and :guilabel:`Wage` fields are entered. This amount is the total monthly cost for the employer. This field **cannot** be modified, and is calculated based on the :guilabel:`Yearly Cost (Real)`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:-1 +msgid "The Salary Information tab filled out." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:148 +#: ../../content/applications/hr/recruitment/add-new-applicants.rst:109 +msgid "Details tab" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:150 +msgid "The :guilabel:`Details` tab of the contract houses the contract template information, accounting information (refer to the :doc:`country-specific localization document ` for more information), any part time work information, and notes. Fill out the following fields in this tab:" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:155 +msgid ":guilabel:`Contract Template`: Using the drop-down menu, select a contract template to use when making an offer to an applicant." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:159 +msgid "Contract templates are typically created through the **Payroll** app configuration menu, and stored in the **Documents** app. To view the contract templates, and to create new ones, navigate to :menuselection:`Payroll app --> Configuration --> Templates`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:163 +msgid ":guilabel:`Originated Offer`: This field automatically populates with the original offer sent to the employee. This field is **not** modifiable, and is only populated if applicable." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:165 +msgid ":guilabel:`Part Time`: Tick the checkbox if the contract is for part time work. Once enabled, a percentage field appears next to the checkbox. The percentage **cannot** be modified, and automatically updates based on the selected :guilabel:`Working Schedule` in the top-half of the contract, compared to the typical working schedule for the company (typically 40 hours/week)." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:171 +msgid ":guilabel:`Standard Calendar`: This field is automatically populated with the default working schedule for the company. In most cases, this is :guilabel:`Standard 40 hours/week`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:173 +msgid ":guilabel:`Part Time Work Entry Type`: Using the drop-down menu, select the work entry type that generates the balance of a full-time working schedule." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:177 +msgid "An employee contract is being created for a part-time employee who works 20 hours a week." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:179 +msgid "To configure this, the employee's :guilabel:`Working Schedule` is set to :guilabel:`20 Hours/Part time` in the :ref:`general information section `. In the :guilabel:`Details` tab, the :guilabel:`Part Time` checkbox is ticked, and the percentage is set to `50`. The :guilabel:`Standard Calendar` is set to :guilabel:`Standard 40 hours/week`, and the :guilabel:`Part Time Work Entry Type` is set to :guilabel:`Unpaid`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:185 +msgid "When a typical work week is processed in the **Payroll** app, the employee generates twenty (20) hours of regular work entries under the work entry type `Attendance`, and another twenty (20) hours of work entries under the work entry type `Unpaid`, for a total of forty (40) hours worth of work entries." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:190 +msgid ":guilabel:`Notes`: Enter any relevant notes for the contract in this field." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:-1 +msgid "The Details tab filled out." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:196 +msgid "Signatories tab" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:198 +msgid "The :guilabel:`Signatories` tab is where the default contract templates are selected, for both new and updated contracts." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:201 -msgid ":guilabel:`Tags`: select any tags associated with the contract." +msgid "Using the drop-down menu, select the default contract template to use when creating a new or updated contract, in the respective fields." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:202 -msgid ":guilabel:`Signed Document Workspace`: this is where the signatures are stored. Choose a pre-configured workspace, or create a new one. To create a new :guilabel:`Signed Document Workspace`, type in the name of the workspace, then click either :guilabel:`Create` to add the new workspace, or :guilabel:`Create and Edit` to add the workspace and modify the workspace details." +#: ../../content/applications/hr/payroll/contracts.rst:204 +msgid "Once a PDF template is selected, any mapped signature fields in the file appear in a list, below the selection, identifying who must sign the document. These fields **cannot** be updated." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:206 -msgid ":guilabel:`Signed Document Tags`: select or create any tags that are only associated with the signed contract, as opposed to the original unsigned contract." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:208 -msgid ":guilabel:`Redirect Link`: enter a redirect link for the employee to access the contract. A redirect link takes the user from one URL to another. In this case, it takes them to the newly-updated contract specifically written for them." +#: ../../content/applications/hr/payroll/contracts.rst:207 +msgid "Any changes to the template and signatories but be done in the **Sign** app, where contract templates are uploaded, modified, and stored." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:211 -msgid ":guilabel:`Who can Sign`: select either :guilabel:`All Users` or :guilabel:`On Invitation`." +msgid "The :guilabel:`PDF Template` fields are only visible if the **Sign** app is installed, along with the :guilabel:`hr_contract_salary` and :guilabel:`hr_contract_salary_payroll` :doc:`modules <../../general/apps_modules>`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:213 -msgid ":guilabel:`All Users`: any user in the organization can sign the contract." +#: ../../content/applications/hr/payroll/contracts.rst:-1 +msgid "The Signatories tab with the roles specified for signing." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:214 -msgid ":guilabel:`On Invitation`: only users selected in this field can sign the contract." +#: ../../content/applications/hr/payroll/contracts.rst:219 +msgid "Personal documents tab" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:216 -msgid ":guilabel:`Invited Users`: select the person (or people) that can sign the document." +#: ../../content/applications/hr/payroll/contracts.rst:221 +msgid "Occasionally, additional paperwork may be required when creating a contract, such as legal documents declaring the employee is able to work in the country. When this situation occurs, Odoo allows for one image file of the necessary document to be attached to a contract in the :guilabel:`Personal Documents` tab." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:217 -msgid ":guilabel:`Document`: the attached document can be replaced by clicking the :icon:`fa-pencil` :guilabel:`(pencil)` icon. A pop-up window appears, so another document can be selected for upload. The file **must** be a PDF. To remove the document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` icon." +#: ../../content/applications/hr/payroll/contracts.rst:226 +msgid "Click the :guilabel:`Upload your file` button, navigate to the desired document, and click :guilabel:`Select` to attach the file to the contract. The file name appears on the :guilabel:`Image` line." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:222 -msgid "Once the edits are complete, click the :guilabel:`Save` button. All the information for the selected contract template populates the fields in the :guilabel:`Salary Information` tab. Any additional tabs, such as :guilabel:`Personal Documents`, appears if applicable." +#: ../../content/applications/hr/payroll/contracts.rst:231 +msgid "This tab **only** appears after an :guilabel:`Employee` is selected. Additionally, only image files can be attached in this field at this time." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:227 -msgid "Personal documents" -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:229 -msgid "This tab **only** appears after an :guilabel:`Employee` is selected, and houses any documents that are linked to the employee on their employee record. Documents cannot be added to this tab, this tab **only** shows documents that are already uploaded and associated with the employee." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:233 -msgid "The available documents in this tab can be downloaded. Click the :icon:`fa-download` :guilabel:`(download)` icon next to the document to download it." +#: ../../content/applications/hr/payroll/contracts.rst:235 +#: ../../content/applications/hr/payroll/salary_attachments.rst:3 +msgid "Salary attachments" msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:237 -msgid "Send the contract" +msgid "After an employee is selected for the contract, a :icon:`fa-book` :guilabel:`Salary Attachments` smart button appears at the top of the page." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:239 -msgid "Click on the following button to send the contract to the employee:" +#: ../../content/applications/hr/payroll/contracts.rst:240 +msgid "For new employees who do not currently have a contract, the smart button displays :guilabel:`New`. If the contract is being updated for a current employee who already has salary attachments configured, the smart button displays the number of salary attachments currently running." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:244 +msgid ":doc:`Create or update any necessary salary attachments ` for the contract, before sending." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:248 +msgid "Send a contract" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:250 +msgid "After a contract has been created and configured, the next step is to send it to the employee or applicant. Click the :guilabel:`Generate Offer` button, and the :guilabel:`Offer for (Employee)` form loads." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:254 +msgid "The :guilabel:`Offer for (Employee)` form displays all the basic information from the contract, as well as a link the employee can use to sign the contract. The last field on the form is a :guilabel:`Validity Days Count` field. This indicates how long the offer is valid. Enter the desired number of days in the field. The default is `30` days." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:259 +msgid "Click :guilabel:`Send By Email` and a pop-up email window loads, using a preconfigured default email template. Click :guilabel:`Send` to send the offer." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:263 +msgid "In order to send a contract using the :guilabel:`Generate Offer` button, there **must** be an employee signature field on the contract PDF being sent." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:-1 msgid "Send the contract to the employee via one of the buttons." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:245 -msgid ":guilabel:`Generate Offer`: Clicking this opens a pop-up window that contains the basic information from the contract, as well as a link for the contract when using the salary configurator. Click :guilabel:`Send` to send an email to the employee, so they can sign the contract." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:250 -msgid "At the bottom of the pop-up form is a :guilabel:`Link Expiration Date`. This is the timeframe that the contract offer is valid for. By default, this field is pre-populated with `30 days`, but it can be modified." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:255 -msgid "In order to send a contract using the :guilabel:`Generate Simulation Link`, there **must** be a signature field in the contract PDF being sent to the employee, so they can sign it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:258 -msgid ":guilabel:`Signature Request`: clicking this reveals a pop-up window, where an email can be typed to the employee. Select the document (such as a contract, NDA, or Homeworking Policy) from the drop-down menu, and fill out the email section. Click :guilabel:`Send` when the email is ready to be sent." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:264 -msgid "To send a contract using the :guilabel:`Generate Simulation Link`, there **must** be a signature field in the contract PDF being sent to the employee, so they can sign it." -msgstr "" - -#: ../../content/applications/hr/payroll/contracts.rst:268 -#: ../../content/applications/hr/payroll/salary_attachments.rst:3 -msgid "Salary attachments" -msgstr "" - #: ../../content/applications/hr/payroll/contracts.rst:270 -msgid "Any automatic deductions or allocations for an employee, such as child support payments and wage garnishments, are referred to as a *salary attachment*. This section is where all of these deductions or allocations are set." +msgid "Contract status" +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:272 +msgid "When creating and sending out a contract, the default status of the contract is :guilabel:`New`." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:274 -msgid "To add a new deduction, first navigate to :menuselection:`Payroll app --> Contracts --> Salary Attachments`. Next, click :guilabel:`Create`, and a new salary attachment form loads." +msgid "Once there is a minimum of one completed signature on the document, the status changes to :guilabel:`Partially Signed`. Internal users, such as HR and recruitment employees, are alerted in the database when there is a signature requested of them." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:-1 -msgid "The salary attachment form with everything filled in for Ronnie Hart's child support." +#: ../../content/applications/hr/payroll/contracts.rst:278 +msgid "After all required parties have signed the contract, the status changes to :guilabel:`Fully Signed`." +msgstr "" + +#: ../../content/applications/hr/payroll/contracts.rst:280 +msgid "All status changes happen automatically as the document is signed." msgstr "" #: ../../content/applications/hr/payroll/contracts.rst:283 -msgid ":guilabel:`Employee`: using the drop-down menu, select the employee the salary attachment applies to." +msgid ":doc:`../../productivity/documents`" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:285 -msgid ":guilabel:`Description`: enter a short description for the salary attachment, such as `Child Support` or `529 Contribution`." +#: ../../content/applications/hr/payroll/contracts.rst:284 +msgid ":doc:`../../productivity/sign`" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:287 -msgid ":guilabel:`Type`: using the drop-down menu, select the type of salary attachment being created." +#: ../../content/applications/hr/payroll/headcount.rst:3 +msgid "Headcount report" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:288 -msgid ":guilabel:`Start Date`: the date the salary attachment starts. Choose a date by clicking on the drop-down menu, navigating to the correct month and year by using the :icon:`fa-chevron-left` :icon:`fa-chevron-right` :guilabel:`(arrow)` icons, then clicking on the desired date. This field is **required**." +#: ../../content/applications/hr/payroll/headcount.rst:5 +msgid "The *Headcount report* in the **Payroll** app shows the number of employees on payroll and allows headcount comparisons between different periods of time." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:292 -msgid ":guilabel:`Estimated End Date`: this field automatically populates after both the :guilabel:`Monthly Amount` and :guilabel:`Total Amount` fields are populated. This field is **not** modifiable." +#: ../../content/applications/hr/payroll/headcount.rst:9 +msgid "Create a headcount report" msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:295 -msgid ":guilabel:`Document`: attach any documents relevant to the salary attachment. Click the :guilabel:`Upload Your File` button, navigate to the desired document in the file explorer, then click :guilabel:`Open` to select the document, and attach it to the form. To change the attached document, click the :icon:`fa-pencil` :guilabel:`(pencil)` icon, and select a different document. To remove a document, click the :icon:`fa-trash-o` :guilabel:`(trash can)` icon." +#: ../../content/applications/hr/payroll/headcount.rst:11 +msgid "Create a headcount report to see the number of employees at a specific time or compare headcounts across periods." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:300 -msgid ":guilabel:`Monthly Amount`: enter the amount to be taken out of the employee's paycheck every month for this specific salary attachment." +#: ../../content/applications/hr/payroll/headcount.rst:14 +msgid "To create a headcount report, navigate to :menuselection:`Payroll app --> Reporting --> Headcount` and click :guilabel:`New`." msgstr "" -#: ../../content/applications/hr/payroll/contracts.rst:302 -msgid ":guilabel:`Total Amount`: enter the total amount that the employee pays for the salary attachment to be completed." +#: ../../content/applications/hr/payroll/headcount.rst:17 +msgid "Report name: generated automatically as `Headcount for (Company Name) on the (YYYY-MM-DD)` and **cannot** be modified." +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:19 +msgid ":guilabel:`Company`: populated automatically (works in both single and multi-company databases)" +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:20 +msgid ":guilabel:`From`/:guilabel:`To` dates: defaults to current date (from) and blank (to). Adjust these to define the period to analyze." +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:-1 +msgid "A headcount report form filled out for the third quarter of 2025." +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:26 +msgid "Next, click :guilabel:`Populate` to generate the report." +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:28 +msgid "At the top of the form, a :icon:`fa-people` :guilabel:`Employees` smart button appears. Clicking the button displays the total number of employees for the selected period." +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:32 +msgid "View all headcount reports" +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:34 +msgid "See how the company headcount has changed over time by viewing all headcount reports in a list view." +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:36 +msgid "To view all headcount reports, navigate to :menuselection:`Payroll app --> Reporting --> Headcount`." +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:39 +msgid "View employees in a headcount" +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:41 +msgid "TO get an overall view of employees and their salary impact on the company, view all employee records of a specific headcount report." +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:44 +msgid "To view the employees of a specific headcount report, click the :icon:`fa-people` :guilabel:`Employees` smart button at the top of a headcount report." +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:47 +msgid "All employees from the headcount appear in a list view, grouped by :guilabel:`Department`." +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:49 +msgid ":guilabel:`Employee`: the employee's full name" +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:50 +msgid ":guilabel:`Department`: the department their job position is in" +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:51 +msgid ":guilabel:`Job Title`: their role" +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:52 +msgid ":guilabel:`Employer Cost`: how much the company pays the employee each pay-period" +msgstr "" + +#: ../../content/applications/hr/payroll/headcount.rst:53 +msgid ":guilabel:`Wage on Payroll`: the dollar amount on payroll reports" msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations.rst:5 @@ -8635,7 +8991,7 @@ msgid ":doc:`United Arab Emirates `" msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations.rst:96 -msgid "United States" +msgid ":doc:`United States `" msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/australia.rst:3 @@ -14991,18 +15347,21 @@ msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:18 #: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:19 #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:20 +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:39 msgid "Name" msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:19 #: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:20 #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:21 +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:40 msgid "Technical name" msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/egypt.rst:20 #: ../../content/applications/hr/payroll/payroll_localizations/jordan.rst:21 #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:22 +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:42 msgid "Description" msgstr "" @@ -15643,10 +16002,6 @@ msgstr "" msgid "Hong Kong employment contract." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:102 -msgid "Generate payslips" -msgstr "" - #: ../../content/applications/hr/payroll/payroll_localizations/hong_kong.rst:104 msgid "Once the employees, and their contracts, are configured, payslips can be generated in the *Payroll* app." msgstr "" @@ -16474,7 +16829,7 @@ msgid ":guilabel:`Scheduled Pay`: the frequency of payslip issuance." msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:66 -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:108 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:110 msgid ":guilabel:`Housing Allowance`" msgstr "" @@ -16483,7 +16838,7 @@ msgid ":guilabel:`Transportation Allowance`" msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:68 -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:116 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:118 msgid ":guilabel:`Other Allowance`" msgstr "" @@ -16512,227 +16867,228 @@ msgid "Do not tick this checkbox if the standard calculation is to be used. This msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:87 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:89 msgid "Tick this checkbox and directly set the actual :guilabel:`Daily Salary` so that it is used in the end of service calculation." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:91 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:93 msgid "Salary structures and salary rules" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:94 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:96 msgid "Other input rules" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:96 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:98 msgid "The following are the different allowances that can be defined directly on the :doc:`payslip form <../payslips>` to allow for the values that are set against these inputs to affect the |WPS| calculations as monthly variable salaries for the specific employee that they are linked to." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:100 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:102 msgid "Rules that are related to the |WPS| setup, are linked to other input types, and whenever they are used, their values are reflected on the |WPS| as monthly variable salary for that specific employee." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:104 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:106 msgid "**Type**" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:104 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:106 msgid "**Code**" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:106 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:108 msgid ":guilabel:`Conveyance Allowance`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:106 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:108 msgid "`CONVALLOW`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:108 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:110 msgid "`HOUALLOW`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:110 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:112 msgid ":guilabel:`Medical Allowance`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:110 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:112 msgid "`MEDALLOW`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:112 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:114 msgid ":guilabel:`Annual Passage Allowance`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:112 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:114 msgid "`ANNUALPASSALLOW`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:114 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:116 msgid ":guilabel:`Overtime Allowance`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:114 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:116 msgid "`OVERTIMEALLOW`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:116 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:118 msgid "`OTALLOW`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:118 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:120 msgid ":guilabel:`Leave Encashment`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:118 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:120 msgid "`LEAVEENCASH`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:122 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:124 msgid "End of service (EOS)" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:124 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:126 msgid "End of service (EOS) provides the calculation for the allowance that the employee gets at the end of their service. It is triggered when the employee's departure reason is set by archiving the employee's record." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:128 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:130 msgid "There are several different calculations depending on the scenario:" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:130 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:132 msgid "*The Employee spent less than a year in the company*: The employee does not get any |EOS| allowance since they are not eligible for it (they are eligible once they complete their first year in the company)." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:133 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:135 msgid "*The Employee spent more than a year and less than 5 years in the company*: The employee is eligible for an equivalent of **21** days of salary for each year they spent on the company." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:137 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:139 msgid "There are two ways for calculating the daily wage that gets paid for the employee against the 21 days of the |EOS|: Either by the default way of dividing the monthly basic wage by 30. Or, it can be manually input on the contract of the employee under the *Daily Salary* field." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:141 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:143 msgid "*The Employee spent more than 5 years in the company*: The employee is eligible for an equivalent of **30** days of salary for each year they spent on the company. In this case, if the default method is used, then the employee gets paid an equivalent of 1 month of salary, and the set *Daily Salary* field, they will get the amount for the day multiplied by 30." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:147 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:149 msgid "There are two payslips printout formats, one for normal salaries and one for end of service payslips, it is based on the employee being archived and having a departure reason or not." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:151 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:153 msgid "End of service provision (EOS Provision)" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:153 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:155 msgid "The |EOS| provision provides the calculation for the end-of-service provision amount that the company puts aside every month to count for the |EOS| that will be paid to them as an |EOS| allowance." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:157 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:159 msgid "Unlike the |EOS|, the provision is part of the employee's payslip from the start of their contract." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:159 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:161 msgid "Just like the |EOS|, the provision has two calculations depending on the period spent by the employee in the company:" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:162 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:164 msgid "Less than 5 years: :math:`\\frac{\\text{Monthly Wage}}{30}\\times{\\frac{21}{12}}`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:163 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:165 msgid "More than 5 years: :math:`\\frac{\\text{Monthly Wage}}{30}\\times{\\frac{30}{12}}`" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:166 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:168 msgid "This rule is not shown to the employee on the payslip printout and it does not affect their net payable, it is only for internal use by the company." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:170 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:172 msgid "Annual leave provisions" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:172 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:174 msgid "Annual leave provisions are used for calculating the annual leave provision accumulated each month, just like the |EOS| provision, it does not affect the total amount paid to the employee, it is for internal use by the company." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:176 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:178 msgid "It is calculated by dividing the employee's total salary (Total Salary = Wage + Allowances) by **30** to get the daily salary. The daily salary is then multiplied by the eligible leave days and divided by **12** to determine the monthly provision amount." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:180 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:182 msgid "\\text{Monthly Leave Provision} = \\frac{\\text{Total Salary} \\times \\text{Number of Leave Days}}{30}\n" "\\div 12" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:187 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:189 msgid "Social insurance contributions" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:189 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:191 msgid "Social insurance contributions calculate the *social insurance*, which is only available to |UAE| nationals." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:192 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:194 msgid "The company contributes **15%** of the total monthly salary for the employee if the company is in **Abu Dhabi** and **12.5%** if the company is in **another Emirate**." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:196 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:198 msgid "The total monthly salary for the employee = [basic + all allowances set on the contract]." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:198 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:200 msgid "On the other hand, the employee contributes **5%** of their total monthly salary and that amount gets deducted from the payslip amount." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:202 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:204 msgid "Annual remaining leave balance rules" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:204 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:206 msgid "Annual remaining leave balance rules are used for calculating the amount to be paid to or taken from the employee based on the number of leave days deserved by the employee during the current year." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:207 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:209 msgid "The annual leave :ref:`time off type ` is specified using the :guilabel:`Is Annual Leave` checkbox." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:210 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:212 msgid "If enabled, the rule calculates the amount of leave days deserved by the employee up to the current date and subtracts the number of annual leave days taken, and if the result is positive, this means that the employee should be compensated for remaining amount and if negative this means that the employee is liable to the company for the difference." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:216 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:218 msgid "Sick leave rules" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:218 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:220 msgid "Sick leave rules provide the calculation for cases where the employee is on sick leave and decides how the payslip should be affected." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:221 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:223 msgid "There are **3 cases** for the employee to have:" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:223 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:225 msgid "**Fully paid sick leave:** The employee can upload a sick leave certificate (SLI). Employees are eligible for **15 days** of this type of leave per calendar year." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:227 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:229 msgid "The SLI is not mandatory in Odoo but can be done from the setup of the :ref:`time off types `." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:230 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:232 msgid "**50% paid sick leave:** Same as the fully paid one, but the employees are eligible for **30 days** from this leave type. These 30 days are counted after the first **15** fully paid days." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:233 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:234 msgid "**0% paid sick leave:** Same as the fully paid one, but the employees are eligible for **45 days** from this leave type. These **45 days** are counted after the first **15/30** fully/half-paid days." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:238 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:239 msgid "As per the labor law of the United Arab Emirates, the 15, 30, 45 days are not specified as working days or calendar days so this point will rely on the company policy." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:241 +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:242 msgid "The amount paid for the employee per sick leave day is counted as follows:" msgstr "" @@ -16870,406 +17226,1296 @@ msgid "Two printout formats can be extracted from the payslip, it depends on the msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:355 -msgid "Master report" +msgid "Instant Pay structure" msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:357 -msgid "The *Master report* provides a detailed view of the amounts paid to employees for a specific period based on the payslips that are generated for them during that period with payslip lines being set as columns in an Excel report." +msgid "This structure is used when off-cycle payslips are required to make payments to employees for special situations, such as one-time or advance salaries. Examples of one-time payments include:" msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:361 -msgid "It is mainly used to make the auditing process for the human resources department easier and faster." +msgid "Bonuses" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:363 -msgid "To access this report, go to :menuselection:`Payroll --> Reporting --> Master Report`." +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:362 +msgid "Allowances" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:368 -msgid "Wages protection system (WPS) reports" +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:365 +msgid "Salary Advances" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:367 +msgid "Employees may request a portion of their salary before the end of the pay cycle. In such cases, the payroll officer can issue a salary advance using the following steps:" msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:370 -msgid "The |WPS| is a report that needs to be submitted by the company to prove that they paid their employees the right amounts on the right dates. It can either be generated per payslip or batch." +msgid "Create an off-cycle payslip using the United Arab Emirates: Instant Pay structure." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:373 -msgid "The following steps need to be followed before generating the report:" +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:372 +msgid "Add another input of type Salary Advance and specify the amount to be paid to the employee." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:375 -msgid "Go to :menuselection:`Payroll --> Configuration --> Settings` and under the :guilabel:`UAE Payroll WPS Settings` section, configure the following:" +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:374 +msgid "Confirm the payslip and process the payment." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:378 -msgid ":guilabel:`Employer Unique ID`: Set a unique identifier for the company to be used in the |WPS| report." +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:376 +msgid "In the next cycle, when a payslip is generated for the employee using the `United Arab Emirates: Regular Pay` structure, another input type, `Advance Recovery` is automatically added for the same amount that was previously paid." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:380 -msgid ":guilabel:`Salaries Bank Account`: Select a bank account or start typing to :guilabel:`Create and edit` a new bank account." -msgstr "" - -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:384 -msgid "When setting the :guilabel:`Salaries Bank Account` make sure to complete the following:" -msgstr "" - -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:386 -msgid ":guilabel:`Account Holder`: set as the company." -msgstr "" - -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:387 -msgid ":guilabel:`Account Number`: has to be a valid IBAN." +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:381 +msgid "If the employee and payroll officer agree to recover the advance over two consecutive cycles, the payroll officer can adjust the Advance Recovery amount on the first payslip. The remaining balance is automatically added to the following cycle." msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:388 -msgid ":guilabel:`Bank`: has to have the :guilabel:`UAE Routing Code Agent ID` set." +msgid "Wages protection system (WPS) reports" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:389 -msgid ":guilabel:`Send Money`: should be enabled and set to :guilabel:`Trusted`." +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:390 +msgid "The |WPS| is a report that needs to be submitted by the company to prove that they paid their employees the right amounts on the right dates. It can either be generated per payslip or batch." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:391 -msgid "Set the unique identifier on all of the employees who are a part of the target of the batch/payslip." +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:393 +msgid "The following steps need to be followed before generating the report:" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:394 -msgid "The :guilabel:`Identification No` field can be found on the employee's page under the :guilabel:`Private Information` tab." +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:395 +msgid "Go to :menuselection:`Payroll --> Configuration --> Settings` and under the :guilabel:`UAE Payroll WPS Settings` section, configure the following:" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:397 -msgid "Once the initial setup is done, the |WPS| can be generated either for one payslip or for a batch as follows:" +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:398 +msgid ":guilabel:`Employer Unique ID`: Set a unique identifier for the company to be used in the |WPS| report." msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:400 -msgid "Generate the payslip one by one or as a batch." +msgid ":guilabel:`Salaries Bank Account`: Select a bank account or start typing to :guilabel:`Create and edit` a new bank account." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:401 -msgid "Post the draft entity related to the payslips." +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:404 +msgid "When setting the :guilabel:`Salaries Bank Account` make sure to complete the following:" msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:402 -msgid "Create the payment report and set the :guilabel:`Export Format` to :guilabel:`UAE WPS`." +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:406 +msgid ":guilabel:`Account Holder`: set as the company." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:405 -msgid "The report comes in a :file:`.sif` format as per the governmental requirements, so either use software that can open :file:`.sif` files or convert it to another format (:file:`.xslx`) to be able to review it." +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:407 +msgid ":guilabel:`Account Number`: has to be a valid IBAN." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:408 +msgid ":guilabel:`Bank`: has to have the :guilabel:`UAE Routing Code Agent ID` set." msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:409 -msgid "The resulting file consists of the following:" +msgid ":guilabel:`Send Money`: should be enabled and set to :guilabel:`Trusted`." msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:411 -msgid "**Employee Detail Record** (**EDR**): includes details of the employees on the batch. There should be one :abbr:`EDR (Employee Detail Record)` record per employee." +msgid "Set the unique identifier on all of the employees who are a part of the target of the batch/payslip." msgstr "" -#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:413 -msgid "**Employee Variable Pay** (**EVP**): includes the details of the variable salary the employee got on that payslip. If the employee has any. The variable amounts are calculated from when other inputs are used that are linked to the salary rules (:menuselection:`Payroll --> Configuration --> Rules`)." +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:414 +msgid "The :guilabel:`Identification No` field can be found on the employee's page under the :guilabel:`Private Information` tab." msgstr "" #: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:417 +msgid "Once the initial setup is done, the |WPS| can be generated either for one payslip or for a batch as follows:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:420 +msgid "Generate the payslip one by one or as a batch." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:421 +msgid "Post the draft entity related to the payslips." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:422 +msgid "Create the payment report and set the :guilabel:`Export Format` to :guilabel:`UAE WPS`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:425 +msgid "The report comes in a :file:`.sif` format as per the governmental requirements, so either use software that can open :file:`.sif` files or convert it to another format (:file:`.xslx`) to be able to review it." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:429 +msgid "The resulting file consists of the following:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:431 +msgid "**Employee Detail Record** (**EDR**): includes details of the employees on the batch. There should be one :abbr:`EDR (Employee Detail Record)` record per employee." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:433 +msgid "**Employee Variable Pay** (**EVP**): includes the details of the variable salary the employee got on that payslip. If the employee has any. The variable amounts are calculated from when other inputs are used that are linked to the salary rules (:menuselection:`Payroll --> Configuration --> Rules`)." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_arab_emirates.rst:437 msgid "**Salary Control Record** (**SCR**): There should only be one :abbr:`SCR (Salary Control Record)` per |WPS| file as it indicates the employer details and the totals for the payslips." msgstr "" +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:3 +msgid "United States" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:5 +msgid "The U.S. payroll localization covers salary computations for employees, including both employee and employer payroll taxes. It accounts for federal and state regulations." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:8 +msgid "The states included in this localization are:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:10 +msgid "California (CA)" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:11 +msgid "New York (NY)" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:12 +msgid "Texas (TX)" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:13 +msgid "Florida (FL)" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:14 +msgid "Colorado (CO)" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:15 +msgid "Alabama (AL)" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:16 +msgid "Washington (WA)" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:17 +msgid "Nevada (NV)" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:20 +msgid "Federal taxes (Income, :abbr:`FICA (Federal Insurance Contributions Act)`, and Unemployment) for both employees and employers are covered by default in the Odoo U.S. Payroll localization. Additional states will be added over time, so check back for updates." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:24 +msgid "Before configuring the United States localization, refer to the general :doc:`payroll <../../payroll>` documentation, which includes the basic information for all localizations, as well as all universal settings and fields." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:31 +msgid "Apps & modules" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:33 +msgid ":ref:`Install ` the following modules to get all the features of the United States payroll localization:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:41 +msgid "Dependencies" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:43 +msgid ":guilabel:`United States - Payroll`" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:44 +msgid "`l10n_us_hr_payroll`" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:45 +msgid "hr_payroll" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:46 +msgid "hr_contract_reports" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:47 +msgid "hr_work_entry_holidays" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:48 +msgid "hr_payroll_holidays" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:49 +msgid "Provides U.S. payroll basics, including employee tax details, salary structures (Basic/Gross/Net), tax rules, and W-2/3PA reporting." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:51 +msgid ":guilabel:`United States - Payroll with Accounting`" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:52 +msgid "`l10n_us_hr_payroll_account`" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:53 +msgid "hr_payroll_account" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:54 +msgid "l10n_us" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:55 +msgid "l10n_us_hr_payroll" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:56 +msgid "Links payroll and accounting by creating journal entries (per payslip if needed) to record payroll in the company's books." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:60 +msgid ":doc:`Configure the United States fiscal localization <../../../finance/fiscal_localizations/united_states>`" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:64 +msgid "General configurations" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:66 +msgid "First, the company must be configured. Navigate to :menuselection:`Settings app --> Users & Companies --> Companies`. From the list, select the desired company, and configure the following fields:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:70 +msgid ":guilabel:`Company Name`: Enter the business name in this field." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:71 +msgid ":guilabel:`Address`: Complete the full address, including the :guilabel:`City`, :guilabel:`State`, :guilabel:`Zip Code`, and :guilabel:`Country`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:75 +msgid "The state selected in the company's address is associated as the *work address* by default for the employee, and the one used to calculate payroll taxes." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:78 +msgid ":guilabel:`Tax ID`: Enter the company's :abbr:`EIN (Employer Identification Number)`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:79 +msgid ":guilabel:`Company ID` : Enter the business's state ID number." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:80 +msgid ":guilabel:`Currency`: By default, :abbr:`USD (US Dollars)` is selected. If not, select :guilabel:`USD` from the drop-down menu." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:82 +msgid ":guilabel:`Phone`: Enter the company phone number." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:83 +msgid ":guilabel:`Email`: Enter the email used for general contact information." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:86 +msgid "Ensure the information is accurate, as it is used when creating W-2s." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:91 +msgid "Every employee being paid must have their employee profiles configured for the United States payroll localization. Additional fields are present after configuring the database for the United States." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:94 +msgid "To update an employee form, open the :menuselection:`Employees` app and click on the desired employee record. On the employee form, configure the required fields in the related tabs." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:98 +msgid "Work tab" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:100 +msgid "Enter the :guilabel:`Work Address` for the employee in the :guilabel:`Location` section of the :guilabel:`Work` tab." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:104 +msgid "The state selected in this address determines which salary rules Odoo applies when calculating taxes." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:108 +msgid "Personal tab" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:110 +msgid "Ensure the employee has a minimum of one :ref:`trusted bank account ` listed in the :guilabel:`Bank Accounts` field in the :guilabel:`Private Contact` section." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:113 +msgid "These accounts are used to pay the employee, via an automation through a NACHA payment file. Payroll **cannot** be processed for employees without a *trusted* :ref:`bank account `. If no trusted bank account is set, a warning appears on the **Payroll** dashboard and an error occurs when attempting to run payroll." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:118 +msgid "Ensure there is a valid :guilabel:`SSN No` entered in the :guilabel:`Citizenship` section . The last four digits of the :abbr:`SSN (Social Security Number)` number appears on the employee's payslips." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "Where bank account information is located on the employee profile." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:128 +msgid "Contract overview section" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:130 +msgid "This section holds information that drives salary calculations. Ensure the following fields are configured:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:133 +msgid ":guilabel:`Contract`: The Validity of the compensation conditions can be updated depending on the needs." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:135 +msgid ":guilabel:`Wage Type`: Select how the employee is paid." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:137 +msgid "Select :guilabel:`Fixed Wage` for salaried employees who receive the same amount each pay period." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:139 +msgid "Select :guilabel:`Hourly Wage` for employees paid based on hours worked." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:142 +msgid "Set a default :guilabel:`Wage Type` in the salary :ref:`Structure Type ` to configure employees in bulk. If needed, the default can be overridden on individual employee records if exceptions are needed." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:146 +msgid ":guilabel:`Contract Type`: Determines how the employee is paid and classified, such as :guilabel:`Salary-exempt`, :guilabel:`Salary-nonexempt`, :guilabel:`Hourly`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:150 +msgid "This field is visible on payslips. Some states require payslips to state if the employee is exempt or non-exempt from overtime. Ensure the selection follows the state laws." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:153 +msgid ":guilabel:`Pay Category`: Select :guilabel:`United States: Employee` for this field. This defines when the employee is paid, their default working schedule, and the work entry type it applies to." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "The contract overview section of the employee form of the payroll tab." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:160 +msgid "Schedule section" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:162 +msgid ":guilabel:`Work Entry Source`: Defines how :doc:`work entries <../work_entries>` are generated for payroll during the specified pay period. The options are:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:165 +msgid ":guilabel:`Working Schedule`: Based on the employee's assigned :ref:`working schedule ` (e.g., 40 hours per week)." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:167 +msgid ":guilabel:`Attendances`: Based on :doc:`approved checked-in hours <../../attendances/management>` in the **Attendances** app." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:169 +msgid ":guilabel:`Planning`: Based on :ref:`scheduled shifts ` in the **Planning** app." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:172 +msgid ":guilabel:`Extra Hours`: Tick the checkbox to allow the **Attendances** app to add any extra work entries logged by the employee." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:174 +msgid ":guilabel:`Working Hours`: Using the drop-down menu, select the default work schedule. This is particularly important for employees available to receive overtime pay (typically hourly employees, not salaried)." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:179 +msgid "W-2 form section" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:181 +msgid "A W-2 is an annual tax form that reports an employee's wages, taxes, and benefits. Employees use it to file their tax returns. The options below correspond to checkboxes in *box 13* of the W-2 form. Select any that apply to the employee." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:185 +msgid ":guilabel:`Statutory Employee`: Tick this box if the employee is exempt from income tax, but subject to :abbr:`FICA (Federal Insurance Contributions Act)` taxes." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:187 +msgid ":guilabel:`Retirement Plan`: Tick this box if the employee is an active contributor to an employer-sponsored retirement plan." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:189 +msgid ":guilabel:`Third-Party Sick Pay`: Tick this box if the employee is covered under a plan where sick pay benefits may be provided by a third party (e.g., an insurance company) during the year." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:193 +msgid "W-4 form section" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:195 +msgid "A W-4 is an :abbr:`IRS (Internal Revenue Services)` form that determines an employee's federal tax withholding, which the employer remits directly to the :abbr:`IRS (Internal Revenue Services)`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:198 +msgid "Configure any relevant fields for the employee in this section." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:201 +msgid "State filing section" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:203 +msgid "An employee's marital status impacts their payroll taxes. Configure the following fields regarding their status and withholdings." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:206 +msgid ":guilabel:`Status`: Using the drop-down menu, select the employee's *federal* filing status. The options are :guilabel:`Single`, :guilabel:`Married/RDP filing jointly`, :guilabel:`Married/RDP filing separately`, :guilabel:`Head of household`, or :guilabel:`Qualifying surviving spouse/RDP with child`. This typically comes from the employee's W-4 form." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:210 +msgid ":guilabel:`Tax Status`: Using the drop-down menu, select the employee's *state* filing status, if applicable." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:214 +msgid "The federal and state statuses do **not** need to match." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:217 +msgid "As of 2025, these states do **not** collect state income tax: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming. If a payroll localization exists for these states, there are **no** corresponding state options in the :guilabel:`Tax Status` field. Leave it blank." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:222 +msgid ":guilabel:`Withholding Allowance`: Enter the total annual amount to be withheld from the employee's pay for the year, for state taxes. Only fill this out if the employee lives in a state with state income tax." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:225 +msgid ":guilabel:`Extra Withholding`: Enter the total *extra* annual amount (not including the :guilabel:`Withholding Allowance` amount) to be withheld from the employee's pay for the year, for state taxes, if the employee lives in a state with state income tax." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "The state filing section of the employee form, filled out." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:233 +msgid "Common benefits" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:235 +msgid "The following sections of benefits are considered common ones offered by US employers. This information needs to be populated with the information selected by the employee." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:239 +msgid "The benefits listed in this section are considered the most commonly offered by companies. If other employee benefits exist that require regular paycheck deductions, they can be added as *inputs*." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:244 +msgid "Pre-tax deductions" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:246 +msgid "Pre-tax benefits lower the employee's gross wage, which decreases the base amount for tax calculations. These are displayed at the beginning of the payslip before the gross wage is stipulated." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:251 +msgid "Retirement plans section" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:253 +msgid "This section is where the employee and employer 401(k) contributions are configured. Fill out the following fields:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:256 +msgid ":guilabel:`401(k)`: Enter the amount of money taken out of the employee's payslip each pay period. This can be entered either as a percentage (%) of the payslip amount, or a specific dollar amount per payslip ($/slip)." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:259 +msgid ":guilabel:`Matching Amount`: Enter the matching amount the employer contributes to the employee's 401(k), as compared to the employee's contributions. This field can also be configured as either a percentage (%) of the employee's contribution, or a specific dollar amount ($/slip)." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:262 +msgid ":guilabel:`Matching Yearly Cap`: If there is a limit to the employer's contribution, enter it as a percentage of the employee's annual salary." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:266 +msgid "A company allows employees to contribute to a 401(k) retirement plan, and matches 50% of the employee's contributions, up to $5,000 USD a year. The employee earns $50,000 USD a year, and contributes 20% of their pay to their 401(k), which is $10,000 USD." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:270 +msgid "To configure this, enter `20.00` in the :guilabel:`401(k)` field, `50.00` in the :guilabel:`Matching Amount` field, and `20.00` in the :guilabel:`Matching Yearly Cap` field." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:0 +msgid "An employee's retirement configurations." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:277 +msgid "Health benefits section" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:279 +msgid "This section is where the employee's health contributions are configured. Populate each of the fields with the corresponding amount deducted from *each paycheck* for the employee." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "The health benefits section for an employee, filled out with payslip deductions." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:286 +msgid "Other benefits section" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:288 +msgid "This section currently only houses a :guilabel:`Commuter` benefit field. Enter the amount being deducted per paycheck, for applicable commuter benefits." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:292 +msgid "Post-tax deductions section" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:294 +msgid "These types of benefits count as deductions *after* taxes are calculated. They appear towards the end of the payslip before the net amount is displayed. Currently, only one field, :guilabel:`ROTH 401(k)` appears in this section. Enter either a percentage (%) of the payslip amount, or a specific dollar amount per payslip ($/slip) being deducted from the employee's pay, and deposited into a ROTH 401(k) account." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:301 +msgid "Payroll configuration" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:303 +msgid "Several sections within the **Payroll** app installs a Salary Structure, Structure Type, Rules, and Parameters specific to the United States." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:307 +msgid "Salary structures & structure types" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:309 +msgid "When the **l10n_us_hr_payroll** module is :ref:`installed `, a new :guilabel:`Salary Structure` gets installed, :guilabel:`United States: Regular Pay`. This structure includes one :guilabel:`Structure Type`, :guilabel:`United States: Regular Pay`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:313 +msgid "The :guilabel:`Salary Structure` contains all the individual :ref:`salary rules ` that informs the **Payroll** app how to calculate employee payslips." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "The United States salary structure in the salary structures list." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:322 +msgid "Salary rules" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:324 +msgid "To view the salary rules that inform the salary structure what to do, navigate to :menuselection:`Payroll app --> Configuration --> Structures` and expand the :guilabel:`United States: Employee` group to reveal the :guilabel:`United States: Regular Pay` structure type. Click :guilabel:`United States: Regular Pay` to view the detailed salary rules." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "The top portion of the US salary rules." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:332 +msgid "Each rule defines how pay is calculated, taking into account factors such as commissions, bonuses, taxes, and insurance. The *logic* behind the :guilabel:`United States: Regular Pay` rules is as follows:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:336 +msgid "The first four rules listed reflects all sources of income, including the basic wage listed on the contract (:guilabel:`Basic Salary`), plus any allowances, such as :guilabel:`Commissions`, :guilabel:`Tips`, and :guilabel:`Bonuses`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:0 +msgid "The basic salary rules for the US localization." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:343 +msgid "Adding up these inputs is how the gross salary (:guilabel:`Gross Pay`) is calculated. This amount is the base amount used to calculate payroll taxes." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:346 +msgid "The next set of rules are the various pre-tax benefits and taxable income, such as :guilabel:`Medical` insurance contributions and :guilabel:`Commuter Benefits`. After the employee's :guilabel:`Gross Pay` is calculated, Odoo deducts all the pre-tax benefits listed on the employee's contract to determine the employee's :guilabel:`Taxable Income`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:0 +msgid "The pre-tax rules for the US localization." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:354 +msgid "Next, all the various tax rules are listed where both federal and state payroll withholdings are outlined. First, federal tax rules are listed, then any state rules (if any) are listed." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:0 +msgid "The federal tax rules for the US localization." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:361 +msgid "The rule for federal withholdings for `Worker's Compensation` appears *after* several state-specific withholdings are listed, and does **not** appear in the above image, but are listed in the rules." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:365 +msgid "The last rules listed are the post-tax employee deductions." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:0 +msgid "The post-tax rules for the US localization." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:370 +msgid "The :guilabel:`Other Inputs` tab contains anything else affecting payroll. This includes items to be added to the payslip, such as :guilabel:`Tips`, and other deductions, such as :guilabel:`Child Support`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:0 +msgid "The other inputs for the US localization." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:377 +msgid "The employee's net salary is the amount the employee receives from the employer. The formula to calculate the net salary is:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:380 +msgid "\\text{Gross Salary} + \\text{Allowances} - \\text{Payroll Taxes} - \\text{General Deductions}" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:384 +msgid "Additionally, an extra section exists in payroll calculation for the US called `Employer Deductions`, and it breaks down the payments the employer must make as their portion of payroll taxes." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:0 +msgid "The employer deduction rules for the US localization." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:392 +msgid "The rule for employer deductions for `Worker's Compensation` appears *after* several state-specific employer deductions are listed, and does **not** appear in the above image, but are listed in the rules." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:397 +msgid "Rule parameters" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:399 +msgid "Some calculations require specific rates associated with them, or wage caps. *Rules Parameters* are capable of listing a value, either a percentage or a fixed amount, to reference in the salary rules." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:403 +msgid "The wage base for Social Security tax calculations has a cap for 2025, accounted for in the `US: FICA OASDI Cap` parameter." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:406 +msgid "Most rules pull information stored in the parameters module to get the rate of the rule (a percentage) and the cap (a dollar amount)." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:409 +msgid "To view rule parameters, navigate to :menuselection:`Payroll app --> Configuration --> Rule Parameters`. Here, all rule parameters are displayed with their linked :guilabel:`Salary Rules`, which can be accessed. Review the parameters associated with a rule by looking for the :guilabel:`Name` of the rule, and make any edits as needed." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:415 +msgid "The Unemployment tax of a company is different from the one added by default in Odoo. To update this, navigate to :menuselection:`Payroll app --> Configuration --> Rule Parameters`, then, filter the results by :abbr:`FUTA (Federal Unemployment Tax Act)`, or the name of the state that needs editing, and edit the corresponding rate from the list." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:421 +msgid "Odoo adds updated rule parameters for the current calendar year. It is **not** recommended to edit rule parameters **unless a federal or state parameter has changed**, and is different from the rule parameters created by Odoo. Check with all local and national regulations *before* making any changes to rule parameters." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:427 +msgid "Run US payroll" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:429 +msgid "Before running paypoll, the payroll officer must validate employee :doc:`work entries <../work_entries>` to confirm pay accuracy and catch errors. This includes checking that all time off is approved and any overtime is appropriate." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:433 +msgid "Work entries sync based on the employee's :doc:`contract <../contracts>` configuration. Odoo pulls from the assigned working schedule, attendance records, planning schedule, and approved time off." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:436 +msgid "Any :ref:`discrepencies or conflicts ` must be resolved, then the work entries can be :ref:`regenerated `." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:439 +msgid "Once everything is correct, draft payslips can be :ref:`created individually ` or in :doc:`batches <../batches>`, referred to in the **Payroll** app as *Pay Runs*." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "The work entries for a pay run, with some time off entered in the work entries." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:446 +msgid "To cut down on the payroll officer's time, it is typical to process payslips in batches, either by wage type (fixed salary vs hourly), pay schedule (weekly, bi-weekly, monthly, etc.), department (direct cost vs. administration), or any other grouping that best suits the company." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:450 +msgid "The process of running payroll includes different actions that need to be executed to ensure that the amount withheld from payroll taxes is correct, the amount that the employee receives as their net salary is correct, and the computation of hours worked reflects the employee's actual hours worked, among others." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:455 +msgid "When running a payroll batch, check that the period, company, and employees included are correct *before* starting to analyze or validate the data." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:458 +msgid "Once the payslips are drafted, review them for accuracy. Check the :guilabel:`Worked Days & Inputs` tab, and ensure the listed worked time is correct, as well as any other inputs. Add any missing inputs, such as commissions, tips, reimbursements, that are missing." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:462 +msgid "Next, check the various totals (gross pay, employee taxes, benefits, employer taxes, net salaries), then click :guilabel:`Compute Sheet` to update the salary calculations, if there were edits. If everything is correct, click :guilabel:`Validate`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "The worked days tab of a payslip." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:470 +msgid "Accounting check" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:472 +msgid "The accounting process when running payroll has two components: :ref:`creating journal entries `, and :ref:`registering payments `." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:478 +msgid "Journal entry creation" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:480 +msgid "After payslips are confirmed and validated, journal entries are posted either individually, or in a batch. The journal entry is created first as a draft." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:484 +msgid "It must be decided if journal entries are done individually or in batches *before* running payroll." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "All payslips in a draft state." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:490 +msgid "Four accounts from the US :abbr:`CoA (Chart of Accounts)` are included with the payroll localization:" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:493 +msgid "`611000 Salaries & Wages`: Records gross salary and the employer's portion of payroll expenses. Also groups values from rules without specific accounts (e.g., company-specific benefits)." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:495 +msgid "`230100 Employee Payroll Taxes`: Withheld taxes from employees, which the employer must file and pay. The partner and label columns of the journal entry indicate the specific tax." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:497 +msgid "`230200 Employer Payroll Taxes`: Employer portion of payroll taxes to be filed and paid. The partner and label columns of the journal entry indicate the specific tax." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:499 +msgid "`230000 Salary Payable`: Net salary owed to the employee." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:502 +msgid "The :abbr:`CoA (Chart of Accounts)` configuration is done by default when a company is located in the US. The account codes and names can be edited to suit the company's needs. If there is no :abbr:`CoA (Chart of Accounts)` account associated with a salary rule (used in a salary structure), Odoo uses the account `Salary Expenses` to create the journal entry, regardless of the nature of the move." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:508 +msgid "If everything seems correct on the journal entry draft, post the journal entries." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "Journal entries posted." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:516 +msgid "Register Payments" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:518 +msgid "After the :ref:`journla entries ` are validated, Odoo can generate payments." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:521 +msgid "To generate payments from payslips,employee's **must** have a *trusted* bank account. If the employee's bank account is *not* marked as `trusted`, NACHA files **cannot** be generated through Odoo." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:525 +msgid "Payments can be :guilabel:`Grouped by Partner` if there is a partner associated with a salary rule." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "Payslips with a status of paid." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:531 +msgid "Close Payroll" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:533 +msgid "If there are no errors, payroll is completed for the pay period." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:536 +msgid "Reports" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:538 +msgid "The US localization contains several reports unique to the US, which provide tax information for employees, as well as the ability to integrate with outside organizations such as ADP." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:542 +msgid "W2 Report" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:544 +msgid "The *W2 Report* provides a CSV file that allows employees to e-file their W2 report with third-party software. To access this report, navigate to :menuselection:`Payroll -> Reporting -> United States -> W2`." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:548 +msgid "To create a W2 form, click :guilabel:`New`, and a blank :guilabel:`Create W2 Form` page loads. Set the :guilabel:`Start Date` and :guilabel:`End Date` (typically a calendar year), and select the :guilabel:`Company`, if in a multi-company database." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:552 +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:574 +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:596 +msgid "All pay runs for the time period appear in a list view. To add any missing pay runs, click :guilabel:`Add a line` at the bottom of the list, and select the missing files." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:555 +msgid "When done, click the :guilabel:`Generate` button to create a CSV file with a summary of all payroll related payments made during the specified time period." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "The W2 report screen, with the file to download in the top half." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:562 +msgid "Form 941" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:564 +msgid "The *Form 941* report is meant to inform the government of the amount of federal income tax, :abbr:`FICA (Federal Insurance Contributions Act)` taxes (Medicare and Social Security) withheld from employee paychecks. It also reports the employee's side of taxes." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:568 +msgid "To create this report, navigate to :menuselection:`Payroll -> Reporting -> United States -> Form 941`. Click the :guilabel:`New` button, and a new :guilabel:`Form 941` report page loads. Configure the information on the top portion of the form, including the :guilabel:`Company`, :guilabel:`Tax Year`, :guilabel:`Quarter`, :guilabel:`IRS Payment Option` (how the money is being sent to the IRS), and :guilabel:`Deposit Schedule and Tax Liability` (how often payments are made to the IRS)." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:577 +msgid "When done, click :guilabel:`Generate`, and the report is created as a CSV file, and appears on the :guilabel:`Form 941` report dashboard. Companies then download and submit this report through a third party for e-filing." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "The 941 report screen, with the file to download in the top half." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:585 +msgid "Form 940" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:587 +msgid "The *Form 940* report details the annual :abbr:`FUTA (Federal Unemployment Tax Act)` withheld for payroll." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:590 +msgid "To create this report, navigate to :menuselection:`Payroll -> Reporting -> United States -> Form 940`. Click the :guilabel:`New` button, and a new :guilabel:`Form 940` report page loads. Configure the information on the top portion of the form, including the :guilabel:`Company`, :guilabel:`Tax Year`, :guilabel:`Single State Payer`, :guilabel:`Multi State Employer`, :guilabel:`Paid in Credit Reduction State`, and :guilabel:`IRS Payment Option` (how the money is being sent to the IRS)." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:599 +msgid "When done, click :guilabel:`Generate`, and the report is created as a CSV file, and appears on the :guilabel:`Form 940` report dashboard. Companies then download and submit this report through a third party for e-filing." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:-1 +msgid "The 940 report screen, with the file to download in the top half." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:607 +msgid "Export data to third-party apps" +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:609 +msgid "The *ADP Export* report generates a CSV file that can be submitted to ADP, which then makes payments to the employees." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:612 +msgid "The CSV file summarizes the employee's worked hours during a specified time period, correlating to their salary or hourly wage. The report is generated from :doc:`work entry <../work_entries>` *after* any time off is confirmed." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:616 +msgid "The export format is meant to match with the ADP format. Since companies can customize their portal and may require some changes, the data is there to be fed to ADP to run payroll in it." +msgstr "" + +#: ../../content/applications/hr/payroll/payroll_localizations/united_states.rst:620 +msgid "To access the ADP Export report, the `United States - Payroll - Export to ADP` module **must** be :ref:`installed `." +msgstr "" + #: ../../content/applications/hr/payroll/payslips.rst:3 msgid "Payslips" msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:5 -msgid "*Payslips* are generated by payroll officers through the :menuselection:`Payroll` application." +msgid "*Payslips* are individual records of payment, containing all the details of how the pay was calculated (hours, deductions, other inputs, etc.), and generated by payroll officers through the **Payroll** application. Payslips can be created and processed individually, or multiple payslips can be processed at one time, in a single batch." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:7 -msgid "The :guilabel:`Payslips` drop-down header of the :menuselection:`Payroll` application consists of three sections: :guilabel:`To Pay`, :guilabel:`All Payslips`, and :guilabel:`Batches`." +#: ../../content/applications/hr/payroll/payslips.rst:13 +msgid "Create a payslip" msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:10 -msgid "These three sections provide all the tools needed to create payslips for employees, including individual payslips, a batch of payslips, or commission payslips." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:-1 -msgid "Payslips menu selection in Payroll." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:20 -msgid "To pay" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:22 -msgid "Click on :menuselection:`Payroll app --> Payslips --> To Pay` to see the payslips that need to be paid." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:-1 -msgid "View all payslips that need to be paid on the Payslips To Pay page." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:29 -msgid "Each payslip lists the :guilabel:`Reference` number for the individual payslip, the :guilabel:`Employee` name, the :guilabel:`Batch Name`, the :guilabel:`Company`, the :guilabel:`Basic Wage`, :guilabel:`Gross Wage`, :guilabel:`Net Wage`, and the :guilabel:`Status` of the payslip." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:33 -msgid "Click on an individual payslip entry to view the details for that individual payslip." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:38 -msgid "Create a new payslip" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:40 +#: ../../content/applications/hr/payroll/payslips.rst:15 msgid "A new payslip can be created from either the :ref:`Payslips To Pay ` page or the :ref:`Employee Payslips ` page." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:43 -msgid "Create a new payslip by clicking the :guilabel:`New` button in the top-left corner." +#: ../../content/applications/hr/payroll/payslips.rst:18 +msgid "Navigate to :menuselection:`Payroll app --> Payslips`, and click either :guilabel:`To Pay` or :guilabel:`All Payslips`. Click the :guilabel:`New` button in the top-left corner, and a blank payslip form loads." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:45 -msgid "A blank payslip form is loaded, where the necessary payslip information can be entered." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:48 +#: ../../content/applications/hr/payroll/payslips.rst:23 msgid "Payslip form" msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:50 -msgid "On the blank payslip form, several fields are required. Most of the required fields auto-populate after an employee is selected." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:53 +#: ../../content/applications/hr/payroll/payslips.rst:25 msgid "Fill out the following information on the payslip form:" msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:55 -msgid ":guilabel:`Employee`: type in the name of an employee, or select the desired employee from the drop-down list in this field. This field is **required**." +#: ../../content/applications/hr/payroll/payslips.rst:27 +msgid ":guilabel:`Employee`: Using the drop-down menu, select the employee in this field. This field is **required**. Once a selection is made, other fields may auto-populate according to the employee record." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:59 -msgid "It is recommended to **only** create payslips for employees that are already in the database. If there is no current employee record (and therefore no employee contract) it is recommended to create the new employee in the *Employees* application **before** creating payslips for that employee. Refer to the :doc:`new employee <../employees/new_employee>` documentation for instructions on how to add an employee." +#: ../../content/applications/hr/payroll/payslips.rst:32 +msgid "It is recommended to **only** create payslips for employees that are already in the database. If there is no current employee record (and therefore no employee contract) it is recommended to create the new employee in the **Employees** application *before* creating payslips for that employee. Refer to the :doc:`new employee <../employees/new_employee>` documentation for instructions on how to add an employee." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:65 -msgid ":guilabel:`Period`: the first day to the last day of the *current* month auto-populates the :guilabel:`Period` fields by default. The dates can be changed, if desired." +#: ../../content/applications/hr/payroll/payslips.rst:38 +msgid ":guilabel:`Contract`: The current contract for the selected employee populates this field. This field is **required**." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:68 -msgid "To change the start date, click on the first date in the :guilabel:`Period` field to reveal a pop-up calendar. On this calendar, use the :guilabel:`< (less-than)` and :guilabel:`> (greater-than)` icons to select the desired month. Then, click on the desired day to select that specific date." +#: ../../content/applications/hr/payroll/payslips.rst:42 +msgid "All employees are required to have a contract in order to generate payslips. Additionally, *only one* contract can be in the running stage for each employee, therefore the current contract populates this field, and it is **not** recommended to make changes to this field." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:73 +#: ../../content/applications/hr/payroll/payslips.rst:46 +msgid ":guilabel:`Batch`: Using the drop-down menu, select the payslip batch this new payslip should be added to, if applicable." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:48 +msgid ":guilabel:`Structure`: The structure linked to the employee's contract auto-populates this field by default. If desired, use the drop-down menu to select a different structure." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:50 +msgid ":guilabel:`Period`: The first day to the last day of the *current* month auto-populates the :guilabel:`Period` fields by default. The dates can be changed, if desired." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:53 +msgid "To change the start date, click on the first date in the :guilabel:`Period` field to reveal a pop-up calendar. Navigate to the desired month, and click on the desired day to select that specific date." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:57 msgid "Repeat this process to modify the end date for the payslip. These fields are **required**." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:74 -msgid ":guilabel:`Contract`: using the drop-down menu, select the desired contract for the employee. Only the available corresponding contracts for the selected employee appear as options. This field is **required**." +#: ../../content/applications/hr/payroll/payslips.rst:60 +msgid "Typically, after making a selection in the :guilabel:`Employee` field, Odoo auto-populates all other required fields (besides the :guilabel:`Period` field), but **only** if that information is already on that employee's form in the **Employees** app." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:77 -msgid ":guilabel:`Batch`: using the drop-down menu in this field, select the batch of payslips this new payslip should be added to." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:79 -msgid ":guilabel:`Structure`: using the drop-down menu, select the salary structure type. Only the corresponding structures associated with the selected contract for the employee appear as options." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:82 -msgid "If no employee and/or no contract is selected yet, all available :guilabel:`Structures` appear in the list. Once an employee and/or contract is selected, any unavailable :guilabel:`Structures` set for that employee and/or contract do not appear. This field is **required**." +#: ../../content/applications/hr/payroll/payslips.rst:65 +msgid "If modifications to auto-populated fields are made, it is recommended to check with the accounting department to ensure every entry that affects the **Accounting** application is correct." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:-1 msgid "The top fields for a new payslip all filled out for a February payslip." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:91 -msgid "Typically, after making a selection in the :guilabel:`Employee` field, Odoo auto-populates all other required fields (besides the :guilabel:`Period` field), but **only** if that information is already on that employee's form in the *Employees* app." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:96 -msgid "If modifications to auto-populated fields are made, it is recommended to check with the accounting department to ensure every entry that affects the *Accounting* application is correct." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:102 +#: ../../content/applications/hr/payroll/payslips.rst:75 msgid "Worked days & inputs tab" msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:104 -msgid ":guilabel:`Worked Days`: the entries under :guilabel:`Worked Days` (including the :guilabel:`Type`, :guilabel:`Description`, :guilabel:`Number of Days`, :guilabel:`Number of Hours`, and :guilabel:`Amount`) are automatically filled in, based on what was entered for the :guilabel:`Period`, :guilabel:`Contract`, and :guilabel:`Structure` fields of the payslip form." +#: ../../content/applications/hr/payroll/payslips.rst:77 +msgid "The :guilabel:`Worked Days & Inputs` tab details the number of days and hours the employee worked during the specified :guilabel:`Period` of time on the top portion of the payslip form, and is calculated based on the selected :guilabel:`Contract` and :guilabel:`Structure` fields." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:108 -msgid ":guilabel:`Other Inputs`: additional inputs affecting the payslip can be entered in this section, such as deductions, reimbursements, and expenses." +#: ../../content/applications/hr/payroll/payslips.rst:81 +msgid "The :guilabel:`Worked Days` section is automatically populated and lists all the individual attendance records for the time period, including both worked time and any time off taken." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:111 -msgid "Click :guilabel:`Add a line` to create an entry in the :guilabel:`Other Inputs` section." +#: ../../content/applications/hr/payroll/payslips.rst:84 +msgid "Each individual entry lists the :guilabel:`Type`, :guilabel:`Description`, :guilabel:`Number of Days`, :guilabel:`Number of Hours`, and the total :guilabel:`Amount`." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:113 -msgid "Using the drop-down menu in the :guilabel:`Type` column, select a :guilabel:`Type` for the input. Next, enter a :guilabel:`Description`, if desired. Lastly, enter the amount in the :guilabel:`Count` field." +#: ../../content/applications/hr/payroll/payslips.rst:87 +msgid "Additional records cannot be created for the :guilabel:`Worked Days & Inputs` as it is auto-populated according to the employee's attendance records or working schedule on their :ref:`employee record `." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:91 +msgid "The :guilabel:`Other Inputs` section is where additional inputs are listed, such as deductions, reimbursements, and expenses." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:94 +msgid "Each individual item lists the :guilabel:`Type`, :guilabel:`Description`, and :guilabel:`Count`. To add a new input, click :guilabel:`Add a line`, and using the drop-down menu, select the :guilabel:`Type`. Next, enter a brief :guilabel:`Description`, and last, enter the :guilabel:`Count`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:-1 msgid "The fields filled out in the worked days and inputs tab." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:122 +#: ../../content/applications/hr/payroll/payslips.rst:103 msgid "Salary computation tab" msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:124 -msgid ":guilabel:`Salary Computation`: the :guilabel:`Salary Computation` tab is automatically filled in after the :guilabel:`Compute Sheet` button is clicked. Doing so displays the wages, deductions, taxes, etc. for the entry." +#: ../../content/applications/hr/payroll/payslips.rst:105 +msgid "The :guilabel:`Salary Computation` tab is where all the individual salary rules are listed and calculated, including everything from the employee's salary, to all the deductions and allowances, such as taxes, expenses, benefit contributions, and any other items associated with the installed :doc:`payroll localization `." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:110 +msgid "When the payslip is first created, this tab remains blank. Click the :guilabel:`Compute Sheet` button in the upper-left corner, and the :guilabel:`Salary Computation` tab is populated." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:114 +msgid "It is **not** possible to make edits to this tab, as the calculations are based on other entries on the payslip." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:118 +msgid "The :guilabel:`Compute Sheet` button does not disappear from view after it is clicked, so the payslip can be recalculated at any point prior to :ref:`processing it `." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:121 +msgid "If any changes need to be made to the :ref:`Worked Days & Inputs ` tab, click the :guilabel:`Compute Sheet` button to recalculate the payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:-1 msgid "The fields filled out in the salary computation tab." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:133 +#: ../../content/applications/hr/payroll/payslips.rst:128 msgid "Other info tab" msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:135 -msgid ":guilabel:`Payslip Name`: type in a name for the payslip in this field. The name should be short and descriptive, such as `(Employee Name) April 2023`. This field is **required**." +#: ../../content/applications/hr/payroll/payslips.rst:130 +msgid "The :guilabel:`Other Info` tab houses information that is required, but not associated with any inputs or calculations, as the other tabs do." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:137 -msgid ":guilabel:`Company`: select the company the payslip applies to using the drop-down menu in this field. This field is **required**." +#: ../../content/applications/hr/payroll/payslips.rst:133 +msgid "The :guilabel:`Payslip Name` is auto-populated according to the employee name and the time period the payslip is for. Make any desired edits to the name in this field. This field is **required**." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:136 +msgid "The :guilabel:`Company` field is also automatically populated according to the employee's record, and cannot be modified." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:139 -msgid ":guilabel:`Close Date`: enter the date that the payment is made to the employee in this field." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:141 -msgid "Click in the field to reveal a calendar pop-up window. Using the :guilabel:`< > (less-than/greater-than)` icons, navigate to the desired month and year." +msgid "The end date selected in the :guilabel:`Period` field in the top half of the form populates both the :guilabel:`Close Date` and :guilabel:`Date Account` fields, by default. The :guilabel:`Close Date` is the date the payment is issued to the employee, while the :guilabel:`Date Account` is the end date the payslip covers. Modify the dates, if needed." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:144 -msgid "Then, click on the desired date to select it." +msgid "The :guilabel:`Salary Journal` field is populated by default, and **cannot** be edited. This is the accounting journal the paycheck is logged in." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:145 -msgid ":guilabel:`Date Account`: enter the date on which the payslip should be posted in this field." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:146 -msgid ":guilabel:`Salary Journal`: this field auto-populates after selecting an existing :guilabel:`Employee`. This field **cannot** be edited, as it is linked to the *Accounting* application. This field is **required**." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:149 -msgid ":guilabel:`Accounting Entry`: if applicable, this field is automatically populated once the payslip is confirmed. This field **cannot** be modified." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:151 -msgid ":guilabel:`Add an Internal Note...`: any note or reference message for the new entry can be typed in this field." +#: ../../content/applications/hr/payroll/payslips.rst:147 +msgid "If there are any additional notes or information needed for the payslip, add them to the :guilabel:`Add an Internal Note...` field." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:-1 msgid "The fields filled out in the other info tab." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:159 -msgid "Process the new payslip" +#: ../../content/applications/hr/payroll/payslips.rst:156 +msgid "Process a payslip" msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:161 -msgid "When all the necessary information on the payslip is entered, click the :guilabel:`Compute Sheet` button. Upon doing so, all the information on the payslip is saved, and the :guilabel:`Salary Computation` tab auto-populates, based on the information on the employee's contract or attendance records." +#: ../../content/applications/hr/payroll/payslips.rst:158 +msgid "When all the necessary information on the payslip is entered, the payslip can be processed. First, a :ref:`draft of the journal entry ` is created, followed by a :ref:`payment report `, and finally, the employee is :ref:`paid `." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:163 +msgid "Before processing payslips, it is best practice to check the *Warnings* section of the **Payroll** app dashboard. Here, all possible issues concerning payroll appear." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:166 -msgid "If any modifications need to be made, first click the :guilabel:`Cancel` button, then click the :guilabel:`Set to Draft` button. Make any desired changes, then click the :guilabel:`Compute Sheet` button once again, and the changes are reflected in the :guilabel:`Worked Days` and :guilabel:`Salary Computation` tabs." +msgid "To view the warnings, navigate to :menuselection:`Payroll app --> Dashboard`. The warnings appear in the top-left corner of the dashboard." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:171 -msgid "Once everything on the payslip form is correct, click the :guilabel:`Create Draft Entry` button to create the payslip." +#: ../../content/applications/hr/payroll/payslips.rst:-1 +msgid "The dashboard view of the Payroll app, with the warnings box visible." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:174 -msgid "Then, a confirmation pop-up window appears, asking :guilabel:`Are you sure you want to proceed?`. Click :guilabel:`OK` to confirm." +#: ../../content/applications/hr/payroll/payslips.rst:172 +msgid "Warnings are grouped by type, such as `Employees Without Running Contracts` or `Employees Without Bank account Number`. Click on a warning to view all entries associated with that specific issue." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:178 -msgid "The database may need to be refreshed for the payslip and email to appear." +#: ../../content/applications/hr/payroll/payslips.rst:175 +msgid "If the warnings are not resolved, at any point in the payslip processing process, an error may occur. Errors appear in a pop-up window, and provide details for the error, and how to resolve them." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:180 -msgid "To print the payslip, click the :guilabel:`Print` button. To cancel the payslip, click the :guilabel:`Cancel` button." +#: ../../content/applications/hr/payroll/payslips.rst:182 +msgid "Create draft entry" +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:184 +msgid "Once everything on the payslip form is correct, click the :guilabel:`Create Draft Entry` button to create the payslip. A :guilabel:`Confirmation` pop-up window appears, asking :guilabel:`Are you sure you want to proceed?` Click :guilabel:`OK` to confirm." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:188 +msgid "Once the payslip draft is created, the status changes to :guilabel:`Done`, a :icon:`fa-usd` :guilabel:`Journal Entry (Draft)` smart button appears at the top, and additional buttons appear in the top-left corner." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:193 +msgid "After creating a draft entry, Odoo considers the payslip as confirmed." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:195 +msgid "Click the :icon:`fa-usd` :guilabel:`Journal Entry (Draft)` smart button to view the detailed accounting journal entry. Click :guilabel:`Post` to post the entry. Using the breadcrumb menu, return to the payslip." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:199 +msgid "After the journal entry is posted, the smart button at the top changes to :icon:`fa-usd` :guilabel:`Journal Entry (Posted)`" +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:203 +msgid "Employees cannot be :ref:`paid ` until the journal entry is posted." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:208 +msgid "Create payment report" +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:210 +msgid "Once the payslip status has changed to :guilabel:`Done`, a payment report must be created. A payment report is a document that contains all the necessary information to transfer the employee's earnings from the company's bank account to theirs. These are submitted by the payroll department to the appropriate institution." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:215 +msgid "Click the :guilabel:`Create Payment Report` and a pop-up window loads. Using the drop-down menu, select the :guilabel:`Export Format` for the payment report. The two default options available are :guilabel:`NACHA` and :guilabel:`CSV`. :guilabel:`NACHA` stands for the :abbr:`National Automated Clearing House Association (NACHA)`, and this selection creates a compatible ACH file which is sent to the company's bank." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:225 +msgid "If :guilabel:`CSV` is selected, all other fields are hidden from view." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:227 +msgid "Next, select the desired :guilabel:`Bank Journal` the paycheck is logged to. Last, using the calendar selector, set the date the paycheck is issued in the :guilabel:`Effective Date` field." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:230 +msgid "Once the pop-up window is configured, click the :guilabel:`Generate` button, and the file appears on the payslip form, in a new :guilabel:`Payment Report` field." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:236 +msgid "Pay employee" +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:238 +msgid "Next, the payment must be sent to the employee. To do this, click the :guilabel:`Pay` button in the upper-left corner. Doing so reveals a :guilabel:`Pay` pop-up form." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:241 +msgid "All the necessary information is pre-populated on the form according to the payslip configuration, but modifications can be made, if necessary, to any of the fields *except* the :guilabel:`Amount`. This is populated according to the payslip calculations, and **cannot** be modified." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:245 +msgid ":guilabel:`Journal`: The accounting journal the payslip is logged to." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:246 +msgid ":guilabel:`Payment Method`: Using the drop-down menu, select how the employee is being paid. The default options are:" +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:249 +msgid ":guilabel:`Manual Payment`: Select this if paying the employee in a method *other* than A :guilabel:`Check` or :guilabel:`NACHA`." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:251 +msgid ":guilabel:`Check`: Select this when issuing a check directly to the employee." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:252 +msgid ":guilabel:`NACHA`: Select this if using the :abbr:`National Automated Clearing House Association (NACHA)` to transfer the payment to the employee, via direct deposit." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:255 +msgid ":guilabel:`Group Payments`: If the employee has multiple payslips for the same time period (for example, payroll, reimbursement, and commission checks), tick the checkbox to group all payments into one payment." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:258 +msgid ":guilabel:`Payment Date`: Using the calendar selector, select the date the employee is to be paid." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:260 +msgid "Once the pop-up :guilabel:`Pay` form is complete, click the :guilabel:`Create Payments` button, and the payment is processed." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:263 +msgid "After the payment is processed, and there is confirmation that the checks have been issued, or the funds have been directly deposited to the employee's bank account, click the :guilabel:`Mark as paid` button to mark the payslip as paid." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:-1 +msgid "Banking information can be entered in an employee's card." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:271 +msgid "In order for a payslip to be paid, the employee **must** have a bank account entered in the :ref:`private information tab ` of their employee record, *and* the bank account must be marked as :guilabel:`Trusted`." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:275 +msgid "If there is no bank information, or if the bank is not listed as :guilabel:`Trusted`, payslips cannot be paid, and an error appears when the :guilabel:`Pay` button is clicked. Edit the employee record, and add banking information, or trust the bank account, as needed." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:280 +msgid "Refund a payslip" +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:282 +msgid "When refunding a payment, the refund is achieved by creating a payslip for a negative amount of the original payslip." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:286 +msgid "An employee is paid $5,000.00 USD in a paycheck, in error. When refunding the payslip, a new payslip is created in the amount of $-5,000.00." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:289 +msgid "If a payment needs to be refunded, navigate to the individual payslip being refunded, and click the :guilabel:`Refund` button, located at the top-left of the screen. The :guilabel:`Refund Payslip` dashboard loads, with all refund payslips appearing in a list view." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:294 +msgid "Since refunds are uncommon, typically only the one payslip being refunded appears in the list." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:296 +msgid "By default, the refund payslip has a status of :guilabel:`Waiting`. This refund payslip is processed :ref:`in the same way a regular payslip is processed `." +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:300 +msgid "Print a payslip" +msgstr "" + +#: ../../content/applications/hr/payroll/payslips.rst:302 +msgid "To print a payslip, click the :guilabel:`Print` button in the upper-left corner of the individual payslip record. A PDF file is downloaded, and the payslip appears in the chatter, and the file is attached to the payslip record." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:-1 msgid "The new payslip is emailed to the employee and the email appears in the chatter." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:187 -msgid "Next, the payment must be sent to the employee. To do this, click the :guilabel:`Register Payment` button. Doing so reveals a pop-up form, in which the desired :guilabel:`Bank Journal` that the payment should be made against must be selected from a drop-down menu. Then, click the :guilabel:`Confirm` button to confirm the journal, and return to the payslip." +#: ../../content/applications/hr/payroll/payslips.rst:312 +msgid "View all payslips" msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:193 -msgid "In order for a payslip to be paid, the employee *must* have a bank account entered in their contact information. If there is no bank information, a payslip cannot be paid, and an error appears when the :guilabel:`Make Payment` button is clicked. Banking information can be found in the :ref:`Private Information ` tab on the employee's card in the *Employees* app. Edit the employee card, and add banking information, if it is missing." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:0 -msgid "Banking information can be entered in an employee's card." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:203 -msgid "Odoo automatically checks bank account information. If there is an error with the employee's listed bank account, an error appears in a pop-up window, stating, *The employee bank account is untrusted.* If this error appears, update the employee's bank account information on their :ref:`Employee Form `." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:208 -msgid "If a payment needs to be cancelled or refunded, click the corresponding :guilabel:`Cancel` or :guilabel:`Refund` button, located at the top-left of the screen." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:212 -msgid "Before processing payslips, it is best practice to check the *Warnings* section of the *Payroll* app dashboard. Here, all possible issues concerning payroll appear." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:215 -msgid "To view the warnings, navigate to :menuselection:`Payroll app --> Dashboard`. The warnings appear in the top-left corner of the dashboard." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:-1 -msgid "The dashboard view of the Payroll app, with the warnings box highlighted." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:222 -msgid "Warnings are grouped by type, such as `Employees Without Running Contracts` or `Employees Without Bank account Number`. Click on a warning to view all entries associated with that specific issue." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:225 -msgid "If the warnings are not resolved, at any point in the payslip processing process, an error may occur. Errors appear in a pop-up window, and provide details for the error, and how to resolve them." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:232 -msgid "All payslips" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:234 +#: ../../content/applications/hr/payroll/payslips.rst:314 msgid "To view all payslips, regardless of status, go to :menuselection:`Payroll app --> Payslips --> All Payslips`. The :guilabel:`Employee Payslips` page loads, displaying all payslips, organized by batch, in a default nested list view." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:238 -msgid "Click on the :guilabel:`▶ (right arrow)` next to an individual batch name to view all the payslips in that particular batch, along with all the payslip details." +#: ../../content/applications/hr/payroll/payslips.rst:318 +msgid "Click the :guilabel:`▶ (right arrow)` next to an individual batch name to expand the list, and view all the payslips in that particular batch, along with all the payslip details." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:241 +#: ../../content/applications/hr/payroll/payslips.rst:321 msgid "The number of payslips in the batch is written in parenthesis after the batch name. The :guilabel:`Status` for each individual payslip appears on the far-right side, indicating one of the following status options:" msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:245 +#: ../../content/applications/hr/payroll/payslips.rst:325 msgid ":guilabel:`Draft`: the payslip is created, and there is still time to make edits, since the amounts are not calculated." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:247 +#: ../../content/applications/hr/payroll/payslips.rst:327 msgid ":guilabel:`Waiting`: the payslip has been calculated, and the salary details can be found in the *Salary Computation* tab." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:249 +#: ../../content/applications/hr/payroll/payslips.rst:329 msgid ":guilabel:`Done`: the payslip is calculated and ready to be paid." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:250 +#: ../../content/applications/hr/payroll/payslips.rst:330 msgid ":guilabel:`Paid`: the employee has been paid." msgstr "" @@ -17277,225 +18523,48 @@ msgstr "" msgid "View all payslips organized by batches. Click on the arrow to expand each batch." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:256 +#: ../../content/applications/hr/payroll/payslips.rst:335 msgid "Click on an individual payslip to view the details for that payslip on a separate page. Using the breadcrumb menu, click :guilabel:`Employee Payslips` to go back to the list view of all payslips." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:259 -msgid "A new payslip can be created from the :guilabel:`Employee Payslips` page, by clicking the :guilabel:`New` button in the upper-left corner. Doing so reveals a separate blank payslip form page. On that blank payslip form page, enter all the necessary information, as described in the :ref:`Create new payslips ` section." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:264 -msgid "To print PDF versions of payslips from the *Payslips to Pay* or :guilabel:`Employee Payslips` pages, first select the desired payslips by clicking on the individual checkbox to the left of each payslip to be printed. Or, click the box to the left of the :guilabel:`Reference` column title, which selects all visible payslips on the page. Then, click the :guilabel:`Print` button to print the payslips." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:270 -msgid "Payslips can also be exported to an Excel spreadsheet. To export **all** payslips, click on the :guilabel:`⚙️ (gear)` icon at the end of the words :guilabel:`Employee Payslips` in the top-left corner. This reveals a drop-down menu. Click :guilabel:`Export All` to export all payslips to a spreadsheet." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:-1 -msgid "Click on the Export All smart button to export all payslips to an Excel payslip." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:279 -msgid "To export only select payslips, first select the payslips to be exported from the list. Then, click the checkbox to the left of each individual payslip to select it. As payslips are selected, a smart button appears in the top-center of the page, indicating the number of selected payslips. Then, click the :guilabel:`⚙️ (gear) Actions` icon in the top-center of the page, and click :guilabel:`Export`." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:-1 -msgid "The individual list of employee ayslips with three selected to be exported." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:290 -msgid "Both *To Pay* and *All Payslips* display all the detailed information for each payslip." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:293 -msgid "Batches" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:295 -msgid "To view payslips in batches, navigate to :menuselection:`Payroll app --> Payslips --> Batches` to display all the payslip batches that have been created. These payslip batches are displayed in a list view, by default." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:299 -msgid "Each batch displays the :guilabel:`Name`, :guilabel:`Date From` and :guilabel:`Date To` dates, its :guilabel:`Status`, the number of payslips in the batch (:guilabel:`Payslips Count`), and the :guilabel:`Company`." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:-1 -msgid "View displaying all batches created." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:308 -msgid "Create a new batch" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:310 -msgid "To create a new batch of payslips from the :guilabel:`Payslips Batches` page (:menuselection:`Payroll app --> Payslips --> Batches`), click the :guilabel:`New` button in the top-left corner. Doing so reveals a blank payslip batch form on a separate page." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:314 -msgid "On the new payslip batch form, enter the :guilabel:`Batch Name`." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:316 -msgid "Next, select the date range to which the batch applies. Click into one of the :guilabel:`Period` fields, and a calendar pop-up window appears. From this calendar pop-up window, navigate to the correct month, and click on the corresponding day for both the start and end dates of the batch." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:320 -msgid "The current company populates the :guilabel:`Company` field. If operating in a multi-company environment, it is **not** possible to modify the :guilabel:`Company` from the form. The batch **must** be created while in the database for the desired company." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:-1 -msgid "Enter the details for the new batch." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:331 -msgid "Process a batch" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:333 -msgid "Click on an individual batch to view the details for that batch on a separate page. On this batch detail page, different options (buttons) appear at the top, depending on the status of the batch:" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:336 -msgid ":guilabel:`New` status: batches without any payslips added to them have a status of :guilabel:`New`. The following button options appear for these batches:" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:0 -msgid "A batch with a status of new, with the available buttons highlighted." +#: ../../content/applications/hr/payroll/payslips.rst:338 +msgid "A new payslip can be created from the :guilabel:`Employee Payslips` page, by clicking the :guilabel:`New` button in the upper-left corner. Doing so reveals a separate blank payslip form page. On that blank payslip form page, enter all the necessary information, as described in the :ref:`Create a payslip ` section." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:343 -msgid ":guilabel:`Add Payslips`: click the :guilabel:`Add Payslips` button to add payslips to the batch, and an :guilabel:`Add Payslips` pop-up window appears. Only payslips that can be added to the batch (payslips not currently part of a batch) appear on the list." +msgid "Payslips can also be exported to an Excel spreadsheet. To export **all** payslips, click on the :icon:`fa-cog` :guilabel:`(gear)` icon at the end of the words :guilabel:`Employee Payslips` in the top-left corner. This reveals a drop-down menu. Click :icon:`fa-upload` :guilabel:`Export All` to export all payslips to a spreadsheet." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:347 -msgid "Select the desired payslips by clicking the checkbox to the left of each payslip name, then click the :guilabel:`Select` button to add them to the batch. Once payslips are selected and added to the batch, the status changes to :guilabel:`Confirmed`." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:351 -msgid ":guilabel:`Generate Payslips`: after payslips have been added to the batch, click the :guilabel:`Generate Payslips` button to process the payslips and create individual payslips in the database." +#: ../../content/applications/hr/payroll/payslips.rst:348 +msgid "To export only select payslips, first select the payslips to be exported from the list. Then, click the checkbox to the left of each individual payslip to select it. As payslips are selected, a smart button appears in the top-center of the page, indicating the number of selected payslips. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon in the top-center of the page, and click :icon:`fa-upload` :guilabel:`Export`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:355 -msgid "A :guilabel:`Generate Payslips` pop-up window appears. If only a specific :guilabel:`Salary Structure` and/or specific :guilabel:`Department` is desired to make payslips for, select them from the corresponding drop-down menus. If no selections are made, then all payslips listed in the pop-up window are processed as usual." +msgid "Both *To Pay* and *All Payslips* display all the detailed information for each payslip." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:360 -msgid "Click the :guilabel:`Generate` button to create the payslips. The :guilabel:`Generate Payslips` button changes to a :guilabel:`Create Draft Entry` button, and the status changes to :guilabel:`Confirmed`." +msgid "View payslips to pay" msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:364 -msgid ":guilabel:`Confirmed` status: batches that have been created and have payslips in them, but the payslips have *not* been processed, have a status of :guilabel:`Confirmed`. The following two button options appear for these batches:" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:0 -msgid "A batch with a status of confirmed, with the available buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:372 -msgid ":guilabel:`Create Draft Entry`: click the :guilabel:`Create Draft Entry` button to confirm the individual payslips (and the batch), and create a draft of the payslips. The batch now has a status of :guilabel:`Done`." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:375 -#: ../../content/applications/hr/payroll/payslips.rst:397 -msgid ":guilabel:`Set to Draft`: if at any point the batch needs to be reverted back to a status of :guilabel:`New`, click the :guilabel:`Set to Draft` button. This action does **not** remove any payslips that have already been added to the batch." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:379 -msgid ":guilabel:`Done` status: batches with confirmed payslips in them have a status of :guilabel:`Done`. The following button options appear for these batches:" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:0 -msgid "A batch with a status of done, with the available buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:386 -msgid ":guilabel:`Create Payment Report`: click the :guilabel:`Create Payment Report` button, and a :guilabel:`Select a bank journal` pop-up window appears. Select the correct bank journal from the drop-down menu." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:390 -msgid "The batch name appears in the :guilabel:`File name` field, but this can be modified, if desired. Finally, click :guilabel:`Confirm` to process the payslips, and pay the employees." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:392 -msgid ":guilabel:`Mark as paid`: after the payments have been created via the :guilabel:`Create Payment Report` button, the payslips need to be marked as paid in the database." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:395 -msgid "Click the :guilabel:`Mark as paid` button, and the status of the batch changes to :guilabel:`Paid`." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:401 -msgid ":guilabel:`Paid` status: batches that have been completed have a status of :guilabel:`Paid`. No other button options appear for this status." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:0 -msgid "A batch with a status of paid, with the available buttons highlighted." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:408 -msgid "On the batch detail page, the individual payslips in the batch are accessible, via the :guilabel:`Payslips` smart button, located above the batch information, in the center. Click the :guilabel:`Payslips` smart button to view a list of all the individual payslips." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:412 -msgid "Use the breadcrumb menu to navigate back to the individual batch detail page, or back to the list of all batches." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:416 -msgid "Generate warrant payslips" -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:418 -msgid "Commissions are paid to employees in Odoo using *warrant payslips*." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:420 -msgid "Warrant payslips can be generated directly from the :guilabel:`Payslips Batches` page (:menuselection:`Payroll app --> Payslips --> Batches`)." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:423 -msgid "First, select the desired batches by clicking the box to the left of each batch for which commission payslips should be created. Next, click the :guilabel:`Generate Warrant Payslips` button at the top of the page." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:427 -msgid "Doing so reveals a :guilabel:`Generate Warrant Payslips` pop-up window, in which the necessary information **must** be filled out." +#: ../../content/applications/hr/payroll/payslips.rst:362 +msgid "To only view the payslips awaiting to be processed, navigate to :menuselection:`Payroll app --> Payslips --> To Pay`." msgstr "" #: ../../content/applications/hr/payroll/payslips.rst:-1 -msgid "Enter the commission details." +msgid "View all payslips that need to be paid on the Payslips To Pay page." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:434 -msgid "In this pop-up window, click on the drop-down menus, located beside the :guilabel:`Period` field, to reveal calendar pop-up windows. On these calendar pop-up windows, select the desired period for which the payslips are being generated. Using the :guilabel:`< (left)` and :guilabel:`> (right)` arrow icons, navigate to the correct month, and click on the date to select it." +#: ../../content/applications/hr/payroll/payslips.rst:368 +msgid "Each payslip lists the :guilabel:`Reference` number for the individual payslip, the :guilabel:`Employee` name, the :guilabel:`Batch Name`, the :guilabel:`Company`, the :guilabel:`Basic Wage`, :guilabel:`Gross Wage`, :guilabel:`Net Wage`, and the :guilabel:`Status` of the payslip." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:439 -msgid "In the :guilabel:`Department` field, select the desired department from the drop-down menu." +#: ../../content/applications/hr/payroll/payslips.rst:372 +msgid "Click on an individual payslip entry to view the details for that individual payslip." msgstr "" -#: ../../content/applications/hr/payroll/payslips.rst:441 -msgid "When a department is selected, the employees listed for that department appear in the :guilabel:`Employee` section." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:444 -msgid "Under the :guilabel:`Employee` section, enter the :guilabel:`Commission Amount` for each employee in the far-right column. To remove an employee, click the :guilabel:`🗑️ (trash)` icon to remove the line." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:448 -msgid "Add a new entry by clicking :guilabel:`Add a Line`, and entering the :guilabel:`Employee` and the appropriate :guilabel:`Commission Amount`." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:451 -msgid "Click the :guilabel:`Upload your file` button to add a file, if necessary. Any file type is accepted." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:454 -msgid "Once all the commissions are properly entered, click the :guilabel:`Generate Payslips` button to create the warrant payslips in a batch." -msgstr "" - -#: ../../content/applications/hr/payroll/payslips.rst:457 -msgid ":ref:`Process the batch ` in the same way as a typical batch to complete the payment process." +#: ../../content/applications/hr/payroll/payslips.rst:374 +msgid "Process the payslips :ref:`in the same way a regular payslip is processed `, or in a batch." msgstr "" #: ../../content/applications/hr/payroll/reporting.rst:5 @@ -17770,84 +18839,16 @@ msgstr "" msgid "Finally, click :guilabel:`Save`, which saves the currently configured report. Then, it appears beneath the :guilabel:`Favorites` in the search bar drop-down mega menu of filter options." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachment.rst:3 -msgid "Salary attachment report" -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:5 -msgid "*Salary attachments* in Odoo refer to a portion of an employee's earnings that are designated for a specific purpose, both voluntary and involuntary. These can include contributions to a retirement plan, repayment of a loan, wage garnishments, or child support." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:9 -msgid "Voluntary salary attachments, such as repaying a loan, or contributing to a charity on a monthly basis, are considered *Assignments of Salary* in Odoo. Salary attachments that are required, such as a lawsuit settlement repayment, or repaying a tax lien, are considered *Attachments of Salary* in Odoo. Child support payments have their own category, and are simply referred to as *Child Support* in Odoo." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:15 -msgid "To view this report, navigate to :menuselection:`Payroll app --> Reporting --> Salary Attachment Report`. The :guilabel:`Salary Attachment Report` shows all deductions or allocations per employee, organized by payslip, in a default pivot table. The default filter is the end of the current year (:guilabel:`Payslip End Date: (year)`). The employees populate the rows, while the various deductions populate the columns, organized by type of deduction, and further grouped by individual payslip." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:22 -msgid "The default report contains **all** payslips for the current year, so the report typically contains a large number of columns. This could make it difficult to view all the data at once, as the report may be very wide and require scrolling to view all the data." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:26 -msgid "To view a condensed version of salary attachments, and have all the salary attachment columns visible on one page, click the :icon:`fa-minus-square-o` :guilabel:`Total` icon at the top of the report, above the various payslips." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:30 -msgid "This presents the salary attachments for the current year, and only displays three columns, :guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support.`" -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:33 -msgid "Each entry displays the total amount paid for each specific type of salary attachment, for each employee." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:-1 -msgid "The Attachment of Salary report that shows all salary garnishments in a condensed view." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:39 -msgid "The report can be downloaded as an XLSX file, or :doc:`inserted into a spreadsheet <../../productivity/spreadsheet/insert>` using the corresponding buttons at the top." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:42 -msgid "Click the :guilabel:`Measures` button to reveal the options of what data is displayed. :guilabel:`Assignment of salary`, :guilabel:`Attachment of salary`, and :guilabel:`Child support` are all selected and visible, by default, while the :guilabel:`Count` option is not." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:46 -msgid "Click an option to either show or hide that particular metric. A :icon:`fa-check` :guilabel:`(checkmark)` icon indicates the data is visible." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:50 -msgid "Compare to previous year" -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:52 -msgid "The :guilabel:`Salary Attachment Report` can be compared to the report for the previous time period or the previous year." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:55 -msgid "To view these comparisons, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar, then click either :guilabel:`Payslip End Date: Previous Period` or :guilabel:`Payslip End Date: Previous Year`, beneath the :icon:`fa-adjust` :guilabel:`Comparison` column." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:59 -msgid "The report updates and displays the current time period values, and the previous time period values, as well as the :guilabel:`Variation` between the two, in a percentage." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachment.rst:-1 -msgid "The salary attachment report modified to compare to the previous year." -msgstr "" - #: ../../content/applications/hr/payroll/salary_attachments.rst:5 msgid "Salary attachments are portions of earnings taken directly out of a payslip for a specific purpose, whether voluntary or required." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:8 -msgid "When the deduction is voluntary, they are typically considered *deductions*. When the deduction is court-ordered, or involuntary, it is sometimes referred to as a *wage garnishment*. In Odoo, these are all universally called, *salary attachments*." +msgid "When the deduction is voluntary, they are typically considered *deductions*. When the deduction is court-ordered, or involuntary, it is sometimes referred to as a *wage garnishment*. In Odoo, these are all universally called *salary attachments*." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:12 -msgid "Note that salary attachments could also be used to give recurring amount of money to employees. Like bonus divided in multiple parts." +msgid "Note that salary attachments could also be used to give recurring amounts of money to employees, like a bonus divided in multiple payments." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:18 @@ -17855,39 +18856,39 @@ msgid "Salary attachment types" msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:20 -msgid "To view the currently configured salary attachment types, navigate to :menuselection:`Payroll app --> Configuration --> Salary Attachment Types`. The default salary attachment types are: :guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support`." +msgid "To view the currently configured salary attachment types, navigate to :menuselection:`Payroll app --> Configuration --> Other Input Types`. This displays *all* other salary inputs, not just the various salary attachments." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:24 -msgid "Each salary attachment type displays the :guilabel:`Name` of the attachment type, the :guilabel:`Code` used when calculating payslips, a checkbox to indicate if there is :guilabel:`No End Date`, and whether it is :guilabel:`Country` specific (or universal)." +msgid "The three default salary attachment types that appear in this list are: :guilabel:`Attachment of Salary`, :guilabel:`Assignment of Salary`, and :guilabel:`Child Support`." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:27 +msgid "Each salary attachment type displays the :guilabel:`Name` of the attachment type, and the :guilabel:`Code` used when calculating payslips." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:-1 msgid "The default salary attachment types." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:32 +#: ../../content/applications/hr/payroll/salary_attachments.rst:34 msgid "Create new salary attachment types" msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:35 -msgid "Upon installation of the **Payroll** application, the pre-configured default salary attachment types are linked to a variety of rules that are linked to various salary structures, as well as the installed :ref:`localization package `." +#: ../../content/applications/hr/payroll/salary_attachments.rst:37 +msgid "Upon installation of the **Payroll** application, the preconfigured default salary attachment types are linked to a variety of rules that are linked to various salary structures, as well as the installed :ref:`localization package `." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:39 +#: ../../content/applications/hr/payroll/salary_attachments.rst:41 msgid "It is **not** recommended to alter or modify **any** of the preconfigured salary attachment types, especially if they have been previously used on payslips in the database. Doing so may affect various salary rules, and can prevent the creation of payslips." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:43 +#: ../../content/applications/hr/payroll/salary_attachments.rst:45 msgid "A new salary attachment type *can* be created, but this should only be done when absolutely necessary. A salary attachment type needs to be linked to a salary rule in order to be considered in the salary computation." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:47 -msgid "To make a new type of salary attachment, click the :guilabel:`New` button, and a blank :guilabel:`Salary Attachment Types` form loads. Enter the :guilabel:`Name` for the new salary attachment type in the corresponding field. Next, enter the :guilabel:`Code` used in the salary rules to compute payslips. Last, tick the :guilabel:`No End Date` checkbox if this salary attachment never expires." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachments.rst:53 -msgid "If in a multi-company database, with locations in multiple countries, a :guilabel:`Country` field also appears on the :guilabel:`Salary Attachment Types` form. Select the country the attachment applies to, or leave blank if it is universal." +#: ../../content/applications/hr/payroll/salary_attachments.rst:49 +msgid "To make a new type of salary attachment, click the :guilabel:`New` button, and a blank :guilabel:`Other Input Types` form loads. Enter the :guilabel:`Description` for the new salary attachment type in the corresponding field. Next, tick the :guilabel:`Available in attachments` checkbox, indicating it is available to use as a salary attachment. Enter the :guilabel:`Code` used in the salary rules to compute payslips. Lastly, if the salary attachment type should **only** be used in a specific payroll structure, use the drop-down menu in the :guilabel:`Available in Structure` field, and select the specific structure." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:60 @@ -17899,202 +18900,310 @@ msgid "All salary attachments must be configured separately for each employee, f msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:66 -msgid "All salary attachments appear in a default list view, and displays the name of the :guilabel:`Employees`, :guilabel:`Description`, the salary attachment :guilabel:`Type`, the :guilabel:`Monthly Amount`, :guilabel:`Start Date`, and current :guilabel:`Status`." +msgid "All salary attachments appear in a default list view, and displays the name of the :guilabel:`Employees`, :guilabel:`Description`, the salary attachment :guilabel:`Type`, the :guilabel:`payslips Amount`, :guilabel:`Start Date`, and current :guilabel:`Status`." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:70 -msgid "To create a new salary attachment, click the :guilabel:`New` button in the top-left corner, and a blank :guilabel:`Salary Attachment` form loads. Enter the following information on the form:" +msgid "At the end of each line is a :guilabel:`Related Payslips` button. Click this to view all payslips containing the corresponding salary attachment." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:73 -msgid ":guilabel:`Employees`: Using the drop-down menu, select the desired employees. Multiple employees can be listed in this field." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachments.rst:75 -msgid ":guilabel:`Description`: Enter a short description of the salary attachment." +msgid "To create a new salary attachment, click the :guilabel:`New` button in the top-left corner, and a blank :guilabel:`Salary Attachment` form loads. Enter the following information on the form:" msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:76 -msgid ":guilabel:`Type`: Using the drop-down menu, select the specific :ref:`salary attachment type `." +msgid ":guilabel:`Employees`: Using the drop-down menu, select the desired employees. Multiple employees can be listed in this field." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:78 +msgid ":guilabel:`Description`: Enter a short description of the salary attachment." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:79 +msgid ":guilabel:`Type`: Using the drop-down menu, select the specific :ref:`salary attachment type `." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:81 msgid ":guilabel:`Start Date`: Using the calendar selector, select the date the salary attachment goes into effect." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:80 -msgid ":guilabel:`Estimated End Date`: This field is **not** modifiable, and **only** appears after the :guilabel:`Monthly Amount` field is populated. This field is the estimated date when the salary attachment will be completed. Today's date populates the field by default. Then, when the :guilabel:`Total Amount` field is populated, this date is updated." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachments.rst:84 -msgid ":guilabel:`Document`: If any documentation is needed, such as a court order, click the :guilabel:`Upload your file` button, and a file explorer window loads. Select the desired document to attach it to the record. Only **one** document can be attached to a salary attachment." +#: ../../content/applications/hr/payroll/salary_attachments.rst:83 +msgid ":guilabel:`Estimated End Date`: This field is **not** modifiable, and **only** appears after the :guilabel:`Payslip Amount` field is populated. This field is the estimated date when the salary attachment is completed. Today's date populates the field by default. Then, when the :guilabel:`Total Amount` field is populated, this date is updated." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:87 -msgid ":guilabel:`Monthly Amount`: Enter the amount taken out of each paycheck every month in this field." +msgid ":guilabel:`Document`: If any documentation is needed, such as a court order, click the :guilabel:`Upload your file` button, and a file explorer window loads. Select the desired document to attach it to the record. Only **one** document can be attached to a salary attachment." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:88 -msgid ":guilabel:`Total Amount`: This field **only** appears if the :ref:`salary attachment type ` has no end date (the :guilabel:`No End Date` option is **not** ticked.)" +#: ../../content/applications/hr/payroll/salary_attachments.rst:90 +msgid ":guilabel:`No End Date`: Tick this checkbox if the salary attachment runs indefinitely. If ticked, the :guilabel:`Total Amount` field is hidden from view." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:92 +msgid ":guilabel:`Payslip Amount`: Enter the amount taken out of each paycheck in this field." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:93 +msgid ":guilabel:`Total Amount`: Enter the total amount to be paid for the salary attachment. Note that this field **only** appears if the :guilabel:`No End Date` option is **not** ticked." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:95 +msgid ":guilabel:`Negative Amount`: Tick this checkbox if the salary attachment" +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:96 +msgid ":guilabel:`Occurrences`: This field is **not** editable, and only appears once both the :guilabel:`Payslip Amount` and :guilabel:`Total Amount` fields are populated. The number indicates the amount of payslips needed to complete the salary attachment." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:-1 msgid "The salary attachment form with all fields filled out." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:95 +#: ../../content/applications/hr/payroll/salary_attachments.rst:103 msgid "Since the salary attachment form auto saves as the fields are populated, after making a salary attachment for an individual employee, there is no further action required." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:98 +#: ../../content/applications/hr/payroll/salary_attachments.rst:106 msgid "If creating salary attachments for multiple employees on a single salary attachment form, after the form is filled out, click the :guilabel:`Create Individual Attachments` button. This creates separate salary attachments for each of the employees listed in the :guilabel:`Employees` field." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:102 +#: ../../content/applications/hr/payroll/salary_attachments.rst:110 msgid "After the separate salary attachments have been created, the screen returns to the :guilabel:`Salary Attachment` dashboard, but with a :guilabel:`Description` filter, populated with the description filled in on the salary attachment form. All the salary attachments have a status of :guilabel:`Running`, since they are currently active. Clear the filter in the search box to view the default :guilabel:`Salary Attachment` dashboard in its entirety." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:109 +#: ../../content/applications/hr/payroll/salary_attachments.rst:117 msgid "Manage salary attachments" msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:111 +#: ../../content/applications/hr/payroll/salary_attachments.rst:119 msgid "Salary attachments can have one of three statuses: *Running*, *Completed*, or *Cancelled*. To view the current status of all salary attachments, navigate to :menuselection:`Payroll app --> Contracts --> Salary Attachments`." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:115 -msgid "All salary attachments appear in the order they were configured. To view the salary attachments by a particular metric, such as the :guilabel:`Status`, or :guilabel:`Type`, click on the column title to sort by that specific column." +#: ../../content/applications/hr/payroll/salary_attachments.rst:123 +msgid "All salary attachments appear in chronological order, by :guilabel:`Start Date`, with the most recent appearing at the top. To view the salary attachments by a particular metric, such as the :guilabel:`Status`, or :guilabel:`Type`, click on the column title to sort by that specific column." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:120 -msgid "Completed salary attachments" -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachments.rst:122 -msgid "When a salary attachment is created, it has a status of :guilabel:`Running`. Once the salary attachment is finished (the *Total Amount* entered on the :ref:`salary attachment form ` has been paid in full), the status automatically changes to *Completed*, and the employee no longer has the money taken out of future paychecks." -msgstr "" - -#: ../../content/applications/hr/payroll/salary_attachments.rst:127 -msgid "If a salary attachment has been fulfilled, but has not automatically changed to *Completed*, the record can be manually updated. To change the status, open the *Salary Attachment* dashboard by navigating to :menuselection:`Payroll app --> Contracts --> Salary Attachments`." +#: ../../content/applications/hr/payroll/salary_attachments.rst:-1 +msgid "All salary attachments, organized by start date." msgstr "" #: ../../content/applications/hr/payroll/salary_attachments.rst:131 +msgid "Completed salary attachments" +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:133 +msgid "When a salary attachment is created, it has a status of :guilabel:`Running`. Once the salary attachment is finished (the *Total Amount* entered on the :ref:`salary attachment form ` has been paid in full), the status automatically changes to *Completed*, and the employee no longer has the money taken out of future paychecks." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:138 +msgid "If a salary attachment has been fulfilled, but has not automatically changed to *Completed*, the record can be manually updated. To change the status, open the *Salary Attachment* dashboard by navigating to :menuselection:`Payroll app --> Contracts --> Salary Attachments`." +msgstr "" + +#: ../../content/applications/hr/payroll/salary_attachments.rst:142 msgid "Click on the record to update, and the detailed :guilabel:`Salary Attachment` form loads. On the individual :guilabel:`Salary Attachment` record, click the :guilabel:`Mark as Completed` button in the upper-left corner, and the status changes to :guilabel:`Completed`." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:136 +#: ../../content/applications/hr/payroll/salary_attachments.rst:147 msgid "The following is an example of when a payroll manager may need to manually change a salary attachment from :guilabel:`Active` to :guilabel:`Completed`." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:139 +#: ../../content/applications/hr/payroll/salary_attachments.rst:150 msgid "Rose Smith has a salary attachment for a lawsuit settlement, where she is required to pay $3,000.00. A salary attachment is created that takes $250.00 a month out of Rose's paycheck, to go towards this settlement payment." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:143 +#: ../../content/applications/hr/payroll/salary_attachments.rst:154 msgid "After six months, Rose has paid $1,500.00 from her salary. She received a tax refund, and uses the money to pay off the remainder of the lawsuit settlement. After sending the relevant documentation to the payroll manager, showing the settlement has been paid in full, the payroll manager manually changes the status of her salary attachment to :guilabel:`Completed`." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:149 +#: ../../content/applications/hr/payroll/salary_attachments.rst:160 msgid "Cancel salary attachments" msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:151 +#: ../../content/applications/hr/payroll/salary_attachments.rst:162 msgid "Any salary attachment can be cancelled at any time. To cancel a salary attachment, click on the individual attachment record from the main :guilabel:`Salary Attachment` dashboard to open the record. From the :guilabel:`Salary Attachment` record, click the :guilabel:`Cancel` button to cancel the salary attachment, and stop having the designated money taken out of future paychecks." msgstr "" -#: ../../content/applications/hr/payroll/salary_attachments.rst:157 -msgid ":doc:`salary_attachment`" +#: ../../content/applications/hr/payroll/time_off_to_report.rst:3 +msgid "Time off to report" +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:5 +msgid "Payroll is often processed a few days before the end of a pay period, so that employees can be paid in a timely manner. When work schedules are predictable, this method often works. However, sometimes employees take time off unexpectedly, especially sick time. When this occurs, there can be discrepancies in payroll that must be addressed." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:11 +msgid "The payroll department for a medium-sized company processes paychecks every two weeks, on Wednesdays. Each employee is paid on the Friday after." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:14 +msgid "One employee is sick on the last Thursday and Friday of the two-week pay period. Since they have automatically generated work entries based on their working schedule, and payroll is processed on Wednesdays, the paycheck they receive incorrectly states that they were paid for a regular work day for all ten days of the two-week pay period." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:19 +msgid "Instead of cancelling the paycheck and reissuing it, causing delays for the employee and more work for the payroll department, Odoo allows for the deferral of the time off taken, to the following pay period." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:23 +msgid "This ensures all time off balances are correct, and the employee is properly compensated for their time." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:29 +msgid "Time off dashboard" +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:31 +msgid "When time off requests are submitted for a time period that was already processed on a payslip, the time off requests appear in the *Time Off* page of the **Payroll** app. To access this, navigate to :menuselection:`Payroll app --> Work Entries --> Time Off to Report`." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:35 +msgid "The :guilabel:`Time Off` page default filter is :guilabel:`To Defer`, and displays all requests with a :guilabel:`Payslip State` of :guilabel:`To defer to next payslip`. This is because the employee was *already paid* for that time as worked time, and it was logged as regular time spent at work." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:-1 +msgid "A list of all time off requests that were not approved before payslips were generated." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:43 +msgid "Defer multiple time off entries" +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:45 +msgid "In order to keep the employee's time off balances correct, the time off request **must** be applied to the following pay period. This not only ensures time off request balances are current, it also eliminates the need to redo work entries, cancel paychecks, and reissue paychecks." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:49 +msgid "To select the work entries to defer, tick the box to the left of the work entry line on the :ref:`Time Off page `. To select all work entries in the list, tick the box to the left of the :guilabel:`Employee` column title, at the top of the list." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:53 +msgid "Once any work entry is selected, two buttons appear at the top of the report: a :guilabel:`(#) selected` button, and an :icon:`fa-gear` :guilabel:`Actions` button. The :guilabel:`(#) selected` button indicates how many entries are currently selected." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:57 +msgid "When all the desired work entries are selected, click the :icon:`fa-gear` :guilabel:`Actions` button, and a menu appears with several choices. Click :guilabel:`Defer to Next Month` in the list, and all selected entries are deferred to the following month." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:62 +msgid "Defer individual time off entries" +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:64 +msgid "Time off requests appearing on the :ref:`Time Off page ` can be deferred individually. Click on an individual time off request, and the details for that request load." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:67 +msgid "The specific details for the time off request appear on the left-hand side, and all of the employee's submitted time off requests appear on the right-hand side (including the request in the details on the left-hand side)." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:71 +msgid "To defer the time off request to the next payslip, click the :guilabel:`Report to Next Month` button in the upper-left corner. Once processed, the :guilabel:`Report to Next Month` button disappears, and the :guilabel:`Payslip State` changes from :guilabel:`To defer to next payslip` to :guilabel:`Computed in Current Payslip`." +msgstr "" + +#: ../../content/applications/hr/payroll/time_off_to_report.rst:-1 +msgid "The time off details for an individual request that needs to be deferred." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:5 -msgid "Work entries are created automatically in the *Payroll* app, based on the employee's :ref:`salary structure type `, and from the *Planning*, *Attendances*, and *Time Off* applications." +msgid "The **Payroll** app automatically creates work entries based on the employee's :ref:`salary structure type `, and from the **Planning**, **Attendances**, and **Time Off** applications." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:9 -msgid "The *Work Entries* dashboard of the *Payroll* application provides a visual overview of the individual work entries for every employee." +msgid "Work entries provide the **Payroll** app with the worked hours used to compute employee paychecks, if the employee's salary is based on work entries, as opposed to a salaried position." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:12 +#: ../../content/applications/hr/payroll/work_entries.rst:15 +msgid "Work entry dashboard" +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:17 +msgid "The *Work Entries* dashboard of the **Payroll** app provides a visual overview of the individual work entries for every employee." +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:20 msgid "To open the dashboard, navigate to :menuselection:`Payroll app --> Work Entries --> Work Entries`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:14 +#: ../../content/applications/hr/payroll/work_entries.rst:22 msgid "On the :guilabel:`Work Entry` dashboard, work entries appear in alphabetical order, based on the first name of the employees. The entire month is displayed, with the current day highlighted in pale yellow." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:18 -msgid "If any entries have :ref:`conflicts ` that need to be resolved, the dashboard defaults to filter only the :guilabel:`Conflicting` entries." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:21 -msgid "To remove the filter from the :guilabel:`Search...` bar to view all work entries, click the :guilabel:`✖️ (remove)` icon on the :guilabel:`Conflicting` filter in the :guilabel:`Search...` bar, and all work entries appear in the list." +#: ../../content/applications/hr/payroll/work_entries.rst:26 +msgid "The :guilabel:`Work Entry` dashboard has a default :guilabel:`Conflicting` filter, which displays only work entries with :ref:`conflicts ` to be resolved." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:-1 msgid "Conflicts dashboard view showing all employee's conflicts in work entries." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:31 -msgid "To change the view, so only the entries for a single day, week, or month are shown, click on :guilabel:`Month`. A drop-down menu appears with the options of :guilabel:`Day`, :guilabel:`Week`, or :guilabel:`Month`. Click on one of the options to only display data for that specific selection." +#: ../../content/applications/hr/payroll/work_entries.rst:33 +msgid "Remove the default :guilabel:`Conflicting` filter from the search bar to view *all* work entries." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:35 -msgid "Use the :guilabel:`⬅️ (left arrow)` and :guilabel:`➡️ (right arrow)` icons on the left and right side of the :guilabel:`Month` button to adjust the displayed dates. The arrows adjust the date based on the type of time selected." +#: ../../content/applications/hr/payroll/work_entries.rst:38 +msgid "Adjust view" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:39 -msgid "For example, if :guilabel:`Month` is selected, the arrows move one month with each click of the arrow. If :guilabel:`Week` or :guilabel:`Day` is selected, the time moves by either a week or a day for each click of the arrow, respectively." +#: ../../content/applications/hr/payroll/work_entries.rst:40 +msgid "To change the view so that only the entries for a single day, week, month, quarter, or year are shown, click the :icon:`fa-calendar` :guilabel:`(Month)(Year)` button. A drop-down menu appears with the options of :guilabel:`Today`, :guilabel:`This week`, :guilabel:`This month`, :guilabel:`This quarter`, or :guilabel:`This year`. Click on one of the options to only display data for that specific selection." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:43 -msgid "At any point, to return to a view containing the current day, click the :guilabel:`Today` button." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:48 -msgid "Add a new work entry" +#: ../../content/applications/hr/payroll/work_entries.rst:46 +msgid "Use the :icon:`oi-arrow-left` :guilabel:`(left arrow)` and :icon:`oi-arrow-right` :guilabel:`(right arrow)` buttons to adjust the displayed dates. The arrows adjust the date based on the type of time selected." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:50 -msgid "If a work entry is missing and needs to be added, such as sick time, or if an employee forgot to clock in and out for a shift, click :guilabel:`New` on the :guilabel:`Work Entry` dashboard, to create a new work entry." +msgid "For example, if :guilabel:`Month` is selected, the arrows move one month with each click of the arrow. If :guilabel:`Week` or :guilabel:`Day` is selected, the time moves by either a week or a day for each click of the arrow, respectively." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:54 -msgid "A :guilabel:`Create` work entry pop-up form appears." +msgid "At any point, to return to a view containing the current day, click the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:58 -msgid ":guilabel:`Description`: enter a short description for the work entry, such as `Sick Time`. If this field is left blank, it automatically populates once an employee is selected. The default entry is `Attendance: (Employee)`." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:61 -msgid ":guilabel:`Employee`: select the employee the work entry is for, using the drop-down menu." +#: ../../content/applications/hr/payroll/work_entries.rst:60 +msgid "Add a new work entry" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:62 -msgid ":guilabel:`Work Entry Type`: select the :ref:`work entry type ` using the drop-down menu." +msgid "If a work entry is missing, such as sick time, or if an employee forgot to clock in and out for a shift, a new work entry must be created for the missing shift." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:64 -msgid ":guilabel:`From` and :guilabel:`To`: enter the start (:guilabel:`From`) and end (:guilabel:`To`) dates and times for the work entry." +#: ../../content/applications/hr/payroll/work_entries.rst:65 +msgid "Click :guilabel:`New` on the :ref:`work entry dashboard `, and a blank :guilabel:`Create` work entry pop-up form appears. Enter the following information on the form:" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:67 -msgid "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal a calendar pop-up window. Select the date by navigating to the correct month and year, using the :guilabel:`< (left arrow)` and :guilabel:`> (right arrow)` icons, then click on the specific day." +#: ../../content/applications/hr/payroll/work_entries.rst:68 +msgid ":guilabel:`Description`: Enter a short description for the work entry, such as `Sick Time`. The default entry is `Attendance: (Employee)`." +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:70 +msgid ":guilabel:`Employee`: Select the employee the work entry is for, using the drop-down menu." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:71 -msgid "Next, select the time, by clicking on either the hour or minute fields at the bottom of the calendar, and select the desired time for both the hour and minutes." +msgid ":guilabel:`Work Entry Type`: Select the :ref:`work entry type ` using the drop-down menu." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:74 -msgid "When the date and time are correct for the entry, click the :guilabel:`Apply` button." +#: ../../content/applications/hr/payroll/work_entries.rst:73 +msgid ":guilabel:`From` and :guilabel:`To`: Enter the start (:guilabel:`From`) and end (:guilabel:`To`) dates and times for the work entry." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:75 -msgid ":guilabel:`Duration`: displays the hours based on the :guilabel:`To` and :guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` field (the :guilabel:`From` field does not change)." +#: ../../content/applications/hr/payroll/work_entries.rst:76 +msgid "First, click on either the :guilabel:`From` or :guilabel:`To` line to reveal a calendar pop-up window. Select the date by navigating to the correct month, then click on the specific day to select it." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:79 +#: ../../content/applications/hr/payroll/work_entries.rst:80 +msgid "Next, select the time, by clicking on either the hour or minute fields at the bottom of the calendar, and set the desired time." +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:83 +msgid "When the date and time for the entry are correct, click the :guilabel:`Apply` button." +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:84 +msgid ":guilabel:`Duration`: This field displays the hours based on the :guilabel:`To` and :guilabel:`From` entries. Modifying this field modifies the :guilabel:`To` field (the :guilabel:`From` field does not change)." +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:88 msgid "Once the desired information is entered, click :guilabel:`Save & Close` to save the entry, and close the pop-up form." msgstr "" @@ -18102,19 +19211,19 @@ msgstr "" msgid "Filling in the work entry Create form in Odoo." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:89 +#: ../../content/applications/hr/payroll/work_entries.rst:97 msgid "Conflicts" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:91 -msgid "A conflict appears for any request that has not been approved, such as sick time or vacation, or if there are any errors on the work entry, such as required fields being left blank. Conflicts are required to be resolved before payslips can be generated." +#: ../../content/applications/hr/payroll/work_entries.rst:99 +msgid "A conflict occurs when a request has not been approved, such as sick time or vacation, or if there are any errors on the work entry. Conflicts that span the current pay period being processed **must** be resolved before payslips can be generated." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:95 +#: ../../content/applications/hr/payroll/work_entries.rst:103 msgid "Any work entry that has a conflict to be resolved is indicated on the main :guilabel:`Work Entry` dashboard, which can be accessed by navigating to :menuselection:`Payroll app --> Work Entries --> Work Entries`. Only conflicts needing resolution are shown by default." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:99 +#: ../../content/applications/hr/payroll/work_entries.rst:107 msgid "Conflicts are indicated with an orange triangle in the top-left corner of each individual work entry. Click on an individual work entry to see the date and time for the specific work entry, then click :guilabel:`Edit` to view the conflict details in a pop-up window." msgstr "" @@ -18122,107 +19231,111 @@ msgstr "" msgid "A row of conflicts, with one entry showing details for the conflict." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:107 +#: ../../content/applications/hr/payroll/work_entries.rst:114 msgid "The conflict is briefly explained in an orange text box in the :guilabel:`Open` pop-up window that appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:110 +#: ../../content/applications/hr/payroll/work_entries.rst:117 msgid "The :guilabel:`Description`, :guilabel:`Employee`, and :guilabel:`Work Entry Type` are listed on the left side of the pop-up window. The :guilabel:`From` and :guilabel:`To` date and time range, as well as the total time (in hours) in the :guilabel:`Duration` field, appears on the right side." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:114 -msgid "If the conflict is due to a time off request that has not been approved yet, a :guilabel:`Time Off` field appears on the left side, with the type of time off requested in the description." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:-1 -msgid "The detailed conflict pop-up window that appears when Edit is clicked." -msgstr "" - #: ../../content/applications/hr/payroll/work_entries.rst:122 msgid "Time off conflicts" msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:124 -msgid "The most common work entry conflicts are for time off requests that have been submitted, but not yet approved, which results in duplicate work entries for that employee (one for time off and another for regular work)." +msgid "The most common work entry conflicts are for time off requests. Odoo automatically generates work entries for specific time periods. When time off is requested after these work entries are generated, it results in duplicate work entries for that employee (one for time off and another for regular work)." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:128 -msgid "If there is a conflict because a time off request is in the system for the same time that a regular work entry already exists, the time off request is entered in the :guilabel:`Time Off` field." +#: ../../content/applications/hr/payroll/work_entries.rst:129 +msgid "If there is a conflict because a time off request is in the system for the same time that a regular work entry already exists, the time off request is entered in a :guilabel:`Time Off` field." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:131 -msgid "The time off conflict can be resolved either on the work entry pop-up window, or on a detailed time off request pop-up window." +#: ../../content/applications/hr/payroll/work_entries.rst:132 +msgid "Conflicts can be resolved either directly on the work entry or in the detailed time off request form." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:135 +#: ../../content/applications/hr/payroll/work_entries.rst:138 msgid "Resolve on work entry" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:137 -msgid "To resolve the time off conflict on this work entry pop-up window, click the :guilabel:`Approve Time Off` button to approve the time off request, and resolve the work entry conflict." -msgstr "" - #: ../../content/applications/hr/payroll/work_entries.rst:140 -msgid "The :guilabel:`Approve Time Off` and :guilabel:`Refuse Time Off` buttons disappear. Click the :guilabel:`Save & Close` button to close the pop-up window. The conflict disappears from the :guilabel:`Work Entry` dashboard, since the conflict is resolved." +msgid "If no additional details are needed to determine if a time off request should be approved or refused, the time off conflict can be resolved directly from the work entry pop-up window." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:145 -msgid "Resolve on time off request" +#: ../../content/applications/hr/payroll/work_entries.rst:143 +msgid "Click either the :guilabel:`Refuse Time Off` or :guilabel:`Approve Time Off` buttons to refuse or approve the time off request, then the two buttons disappear. Click the :guilabel:`Save & Close` button to close the pop-up window." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:147 +msgid "The conflict disappears from the :guilabel:`Work Entry` dashboard, since the conflict is now resolved." +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:-1 +msgid "The detailed conflict pop-up window that appears when the Edit button is clicked." +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:154 +msgid "If the time off is approved, the status of the work entry conflict changes to :guilabel:`Cancelled`. If the time off is refused, the status changes to :guilabel:`Draft`." +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:160 +msgid "Resolve on time off request" +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:162 +msgid "If more details are needed to make a decision about the time off request, hover over the entry in the :guilabel:`Time Off` field, and click the :icon:`fa-external-link` :guilabel:`(Internal Link)` icon that appears at the end of the line. This causes an :guilabel:`Open: Time Off` pop-up window to load, with all the time off request details. Click either the :guilabel:`Approve` or :guilabel:`Refuse` buttons to approve or refuse the request." +msgstr "" + +#: ../../content/applications/hr/payroll/work_entries.rst:168 msgid "To resolve the time off conflict on the detailed time off request pop-up window, click the :guilabel:`Internal Link` button at the end of the :guilabel:`Time Off` entry line, and the time off request details appear in a new pop-up window. The request can be modified, if needed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:151 +#: ../../content/applications/hr/payroll/work_entries.rst:172 msgid "Click the :guilabel:`Approve` button to approve the request, then click the :guilabel:`Save & Close` button to save the changes, and go back to the work entry conflict pop-up window." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:-1 -msgid "The detailed time off request form." +msgid "The detailed time off request information." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:158 +#: ../../content/applications/hr/payroll/work_entries.rst:178 msgid "Now, the :guilabel:`Approve Time Off` button is hidden, only the :guilabel:`Refuse Time Off` button is visible." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:161 +#: ../../content/applications/hr/payroll/work_entries.rst:181 msgid "If the approval was a mistake, the request can be refused here, by clicking the :guilabel:`Refuse Time Off` button." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:164 +#: ../../content/applications/hr/payroll/work_entries.rst:184 msgid "Since the time off was approved in the time off window, click the :guilabel:`X` in the top-right corner to close the window. The conflict disappears from the :guilabel:`Work Entry` dashboard, since it has been resolved." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:171 +#: ../../content/applications/hr/payroll/work_entries.rst:191 msgid "Regenerate work entries" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:173 -msgid "When regenerating work entries, any manual changes, such as resolved conflicts, are overwritten, and work entries are regenerated (or recreated) from the applications that created them." +#: ../../content/applications/hr/payroll/work_entries.rst:193 +msgid "After conflicts are resolved, the affected work entries must be regenerated. This recreates the specified work entries, and overwrites the previously conflicting work entries." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:176 -msgid "This method for correcting a large amount of conflicts is recommended to keep all records correct. While :ref:`conflicts ` *can* be resolved individually, if the conflicts are caused from another application, it is best practice to ensure the records in the other applications are also correct. That is why it is recommended to resolve these conflicts in the applications that created the conflict." +#: ../../content/applications/hr/payroll/work_entries.rst:196 +msgid "While :ref:`conflicts ` *can* be resolved individually, if the conflicts are caused from another application, such as **Planning** or **Attendances**, it is best practice to correct the record in the application causing the conflict. The reason this method is recommended is because, if the issue in the related application is **not** resolved, when work entries are regenerated, the conflicts reappear." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:182 -msgid "Another reason this method is recommended is because, when work entries are regenerated, the conflicts reappear, if the issue in the related application is **not** resolved." +#: ../../content/applications/hr/payroll/work_entries.rst:202 +msgid "First, ensure the issues are resolved in the specific applications that caused the work entry conflicts. Once the conflicts have been resolved in the corresponding apps, open the work entry dashboard by navigating to :menuselection:`Payroll app --> Work Entries --> Work Entries`." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:185 -msgid "First, ensure the issues are resolved in the specific applications that caused the work entry conflicts." +#: ../../content/applications/hr/payroll/work_entries.rst:206 +msgid "Click the :guilabel:`Regenerate Work Entries` button at the top of the :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry Regeneration` pop-up window appears." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:188 -msgid "Next, click the :guilabel:`Regenerate Work Entries` button at the top of the :guilabel:`Work Entries` dashboard, and a :guilabel:`Work Entry Regeneration` pop-up window appears." +#: ../../content/applications/hr/payroll/work_entries.rst:209 +msgid "Select the :guilabel:`Employees` to regenerate work entries for, using the drop-down menu. Adjust the :guilabel:`From` and :guilabel:`To` fields, so the correct date range is displayed." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:191 -msgid "Select the :guilabel:`Employees` to regenerate work entries for from the drop-down menu, and adjust the :guilabel:`From` and :guilabel:`To` fields, so the correct date range is displayed." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:194 +#: ../../content/applications/hr/payroll/work_entries.rst:212 msgid "Click the :guilabel:`Regenerate Work Entries` button, and the work entries are recreated. Once finished, the pop-up window closes." msgstr "" @@ -18230,160 +19343,24 @@ msgstr "" msgid "Regenerate a work entry for a particular employee." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:202 -msgid "An employee has incorrect work entries generated from the *Planning* app because they were incorrectly assigned to two work stations simultaneously. This should be fixed in the *Planning* app, instead of the *Payroll* app." +#: ../../content/applications/hr/payroll/work_entries.rst:219 +msgid "An employee has incorrect work entries generated from the **Planning** app because they were incorrectly assigned to two work stations simultaneously. This should be fixed in the **Planning** app, instead of the **Payroll** app." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:206 -msgid "To correct this issue, modify the employee's schedule in the *Planning* app, so they are correctly assigned to only one work station. Then, in the *Payroll* app, regenerate work entries for that employee, for that specific time period." +#: ../../content/applications/hr/payroll/work_entries.rst:223 +msgid "To correct this issue, modify the employee's schedule in the **Planning** app, so they are correctly assigned to only one work station. Then, in the **Payroll** app, regenerate work entries for that employee, for that specific time period." msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:210 -msgid "The *Payroll* app then pulls the new, corrected data form the *Planning* app, and recreates the correct work entries for that employee. All conflicts for that employee are now resolved." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:214 -msgid "Generating payslips" -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:216 -msgid "To generate payslips, :ref:`navigate to the time period ` the payslips should be generated for. Ensure the :guilabel:`Conflicting` filter is removed. When the desired pay period is displayed, click the :guilabel:`Generate Payslips` button." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:221 -msgid "If the :guilabel:`Generate Payslips` button is not active (appears pale purple, instead of dark purple), that indicates there are conflicts, or the date selected includes dates in the future. Resolve all conflicts before generating payslips." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:225 -msgid "When the :guilabel:`Generate Payslips` button is clicked, a batch entry appears on a separate page for the time period selected." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:228 -msgid "The batch name populates the :guilabel:`Batch Name` field in a default `From (date) to (date)` format." +#: ../../content/applications/hr/payroll/work_entries.rst:227 +msgid "The **Payroll** app then pulls the new, corrected data form the **Planning** app, and recreates the correct work entries for that employee. All conflicts for that employee are now resolved." msgstr "" #: ../../content/applications/hr/payroll/work_entries.rst:231 -msgid "The date range to which the payslips apply appears in the :guilabel:`Period` field, and the company appears in the :guilabel:`Company` field. It is **not** possible to make changes to this form." +msgid ":doc:`payslips`" msgstr "" -#: ../../content/applications/hr/payroll/work_entries.rst:234 -msgid "Click the :guilabel:`Create Draft Entry` button to create the payslips for the batch." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:236 -msgid "Click the :guilabel:`Payslips` smart button at the top of the page to view all the payslips for the batch." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:-1 -msgid "Information that appears when generating payslips." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:244 -msgid "Printing payslips" -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:246 -msgid "To print payslips, first view the individual payslips by clicking the :guilabel:`Payslips` smart button on the batch form." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:249 -msgid "Next, select the payslips to print from the :guilabel:`Payslips` list. Click the box next to each payslip to print, or click the box to the left of the :guilabel:`Reference` column title, to select all the payslips in the list at once." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:253 -msgid "Click the :guilabel:`Print` button, and a PDF file is created with all the specified payslips." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:-1 -msgid "Print button for printing the payslips." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:260 -msgid "The :guilabel:`Print` button does **not** appear until at least one payslip is selected in the list." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:264 -msgid "Time off to report" -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:266 -msgid "If a time off request is submitted for a time period that was already processed on a payslip, the time off request appears in the *Time Off* page in the *Payroll* app, which is accessible by navigating to :menuselection:`Payroll app --> Work Entries --> Time Off to Report`." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:270 -msgid "On the :guilabel:`Time Off` page, the request appears with a status of :guilabel:`To defer to next payslip`. This is because the employee was already paid for that day, and it was logged as time spent at work, as a typical work day." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:274 -msgid "In order to keep the employee's time off balances correct, the time off request **must** be applied to the following pay period. This not only ensures time off request balances are current, it also eliminates the need to redo work entries, cancel paychecks, and reissue paychecks." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:278 -msgid "The most common scenario when this situation occurs, is when payslips are processed a day or two before the pay period ends, and an employee is unexpectedly sick on one of the last days of the pay period. The employee puts in a time off request for a day that was already processed on a payslip as a regular work day. Instead of cancelling the payslip, modifying the work entries, and reissuing the paycheck, Odoo allows for those time off requests to be applied to the following pay period, instead." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:285 -msgid "To view all the time off requests that need to be deferred to the next payslip, navigate to :menuselection:`Payroll app --> Work Entries --> Time Off to Report`. The default filter for this report is :guilabel:`To Defer`." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:289 -msgid "All time off requests that need to be applied to the following pay period appear with a :guilabel:`Payslip State` of :guilabel:`To defer to next payslip`." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:-1 -msgid "A list of all time off requests that were not approved before payslips were generated." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:297 -msgid "Defer multiple time off entries" -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:299 -msgid "To select the work entries to defer, click the box to the left of the work entry line. To select all work entries in the list, click the box to the left of the :guilabel:`Employees` column title, at the top of the list." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:303 -msgid "Once any work entry is selected, two buttons appear at the top of the report: a :guilabel:`(#) Selected` button, and an :guilabel:`Actions` button. The :guilabel:`(#) Selected` button indicates how many entries are currently selected." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:307 -msgid "When all the desired work entries are selected, click the :guilabel:`Actions` button, and a menu appears with several choices. Click :guilabel:`Defer to Next Month` in the list, and all selected entries are deferred to the following month." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:-1 -msgid "The actions button and # Selected buttons that appear after any selections are made." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:316 -msgid "Defer individual time off entries" -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:318 -msgid "Time off requests appearing on the :guilabel:`Time Off to Report` list can be deferred individually." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:320 -msgid "Click on an individual time off request, and the details for that request load." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:322 -msgid "The specific details for the time off request appear on the left-hand side, and all of the employee's submitted time off requests appear on the right-hand side (including the request in the details on the left-hand side)." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:326 -msgid "To defer the time off request to the next payslip, click the :guilabel:`Report to Next Month` button at the top. Once processed, the :guilabel:`Report to Next Month` button disappears, and the :guilabel:`Payslip State` changes from :guilabel:`To defer to next payslip` to :guilabel:`Computed in Current Payslip`." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:331 -msgid "To go back to the :guilabel:`Time Off to Report` list, click on :guilabel:`Time Off` in the breadcrumb menu." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:-1 -msgid "The time off details for an individual request that needs to be deferred." -msgstr "" - -#: ../../content/applications/hr/payroll/work_entries.rst:339 -msgid ":ref:`Configure work entries `" +#: ../../content/applications/hr/payroll/work_entries.rst:233 +msgid ":doc:`batches`" msgstr "" #: ../../content/applications/hr/payroll/work_entry_analysis.rst:3 @@ -18495,90 +19472,62 @@ msgid "Before creating a job position in Odoo, configure the necessary settings msgstr "" #: ../../content/applications/hr/recruitment.rst:39 -msgid "Job posting" -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:41 -msgid "The :guilabel:`Job Posting` section of the **Recruitment** app settings has two configurations, enabling posting jobs on the company website, and on external job boards." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:44 -msgid "If job positions are to be posted to the company's website, enable the :guilabel:`Online Posting` option." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:48 -msgid "The :guilabel:`Online Posting` is only available if the :doc:`Website <../websites/website>` application is also installed." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:51 -msgid "The **Recruitment** app can post job positions directly to a job board. To enable this, click :icon:`oi-arrow-right` :guilabel:`Choose a Job Board`, and the required module is presented, if not already installed. Click :guilabel:`Install` on the corresponding module, then the main Odoo dashboard loads after a successful installation." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:56 -msgid "Open the **Recruitment** app, and navigate to :menuselection:`Recruitment app --> Configuration --> Settings`. The corresponding job board credentials are listed. Enter the :guilabel:`Username` and :guilabel:`Password` for the job board. Click the :guilabel:`Save` button after making any changes." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:61 -msgid "Currently, the only job board integration with Odoo is Monster.com." -msgstr "" - -#: ../../content/applications/hr/recruitment.rst:64 msgid "Process" msgstr "" -#: ../../content/applications/hr/recruitment.rst:66 +#: ../../content/applications/hr/recruitment.rst:41 msgid "The :guilabel:`Process` section of the settings page specifies what the database can and cannot do during the recruitment process." msgstr "" -#: ../../content/applications/hr/recruitment.rst:70 +#: ../../content/applications/hr/recruitment.rst:45 msgid "Send interview survey" msgstr "" -#: ../../content/applications/hr/recruitment.rst:72 +#: ../../content/applications/hr/recruitment.rst:47 msgid "Odoo is capable of having a survey sent to an applicant to gather more information about them. Surveys can be thought of as exams, or questionnaires, and can be customized in various ways to provide the recruitment team with valuable insights into the applicant" msgstr "" -#: ../../content/applications/hr/recruitment.rst:76 +#: ../../content/applications/hr/recruitment.rst:51 msgid "Enable the :guilabel:`Send Interview Survey` option to send surveys to applicants. Once enabled, an :icon:`fa-arrow-right` :guilabel:`Interview Survey` internal link appears. Click the :icon:`fa-arrow-right` :guilabel:`Interview Survey` link to navigate to a list of all created surveys." msgstr "" -#: ../../content/applications/hr/recruitment.rst:81 +#: ../../content/applications/hr/recruitment.rst:56 msgid "This list includes all surveys that were created in the database, not only surveys used in the **Recruitment** app. If no surveys have been created, the surveys list displays a :guilabel:`No Survey Found` message, and presents options to create a survey from several preconfigured survey templates." msgstr "" -#: ../../content/applications/hr/recruitment.rst:87 +#: ../../content/applications/hr/recruitment.rst:62 msgid ":doc:`create/edit surveys <../marketing/surveys/create>`" msgstr "" -#: ../../content/applications/hr/recruitment.rst:90 +#: ../../content/applications/hr/recruitment.rst:65 msgid "Enabling the :guilabel:`Send Interview Survey` option will install the **Surveys** application once the settings are saved, if not already installed." msgstr "" -#: ../../content/applications/hr/recruitment.rst:96 +#: ../../content/applications/hr/recruitment.rst:71 msgid "When sending an offer to an applicant, an expiration date can be set on the offer. Enter the number of days an offer is valid for in the :guilabel:`days` field. After the set amount of days has passed, if the applicant has not accepted the offer, the offer is no longer available." msgstr "" -#: ../../content/applications/hr/recruitment.rst:103 +#: ../../content/applications/hr/recruitment.rst:78 msgid "Résumé display" msgstr "" -#: ../../content/applications/hr/recruitment.rst:105 +#: ../../content/applications/hr/recruitment.rst:80 msgid "When applicants submit an application, one of the default required fields is a résumé, or :abbr:`CV (curriculum vitae)`. All résumés are stored in the **Documents** application, and are accessible on the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:109 +#: ../../content/applications/hr/recruitment.rst:84 msgid "A résumé has the option to appear on the applicant's form, which can be viewed by clicking on the applicant's card. The résumé appears on the right-side of the screen. If this is not enabled, the résumé is accessed via a link in the chatter, where it needs to be clicked to expand and view it, or downloaded." msgstr "" -#: ../../content/applications/hr/recruitment.rst:114 +#: ../../content/applications/hr/recruitment.rst:89 msgid "Enable the :guilabel:`Résumé Display` option to show the résumé on the applicant's card by default, and in addition to the document link. When enabled, the résumé appears on the right side of the applicant's card." msgstr "" -#: ../../content/applications/hr/recruitment.rst:119 +#: ../../content/applications/hr/recruitment.rst:94 msgid "For the résumé to appear on the right-side, the browser window must be in full-screen mode (where the browser spans the entire screen)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:122 +#: ../../content/applications/hr/recruitment.rst:97 msgid "If the browser window is set to a size smaller than the entire width of the screen (not full-screen), then the résumé does not appear on the right-side. Instead, the résumé appears in the :guilabel:`Files` section of the chatter, below the applicant's card." msgstr "" @@ -18586,64 +19535,64 @@ msgstr "" msgid "The résumé on an applicant's card, appearing on the right side." msgstr "" -#: ../../content/applications/hr/recruitment.rst:130 +#: ../../content/applications/hr/recruitment.rst:105 msgid "In-App Purchases" msgstr "" -#: ../../content/applications/hr/recruitment.rst:132 +#: ../../content/applications/hr/recruitment.rst:107 msgid "The :guilabel:`In-App Purchases` section of the :guilabel:`Settings` menu deals with items that required credits to use, such as :abbr:`SMS (Short Message Service)` text messages, and digitizing résumés." msgstr "" -#: ../../content/applications/hr/recruitment.rst:137 +#: ../../content/applications/hr/recruitment.rst:112 msgid ":doc:`SMS pricing and FAQs <../marketing/sms_marketing/pricing_and_faq>`" msgstr "" -#: ../../content/applications/hr/recruitment.rst:140 +#: ../../content/applications/hr/recruitment.rst:115 #: ../../content/applications/hr/referrals/share_jobs.rst:82 msgid "Send SMS" msgstr "" -#: ../../content/applications/hr/recruitment.rst:142 +#: ../../content/applications/hr/recruitment.rst:117 msgid "It is possible to send text messages to applicants directly through the **Recruitment** app. This feature requires credits to use. Click the :icon:`fa-arrow-right` :guilabel:`Manage Service & Buy Credits` internal link, and follow the steps to :doc:`purchase credits <../marketing/sms_marketing/pricing_and_faq>`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:150 +#: ../../content/applications/hr/recruitment.rst:125 msgid "Résumé digitization (OCR)" msgstr "" -#: ../../content/applications/hr/recruitment.rst:152 +#: ../../content/applications/hr/recruitment.rst:127 msgid "When an application is submitted using any of the available methods, such as an online application submission, emailing a resume to the job position alias, or creating an applicant record directly from the database, it is possible to have Odoo extract the applicant's name, phone number, and email address from the résumé and populate the applicant's form. To do so, enable the :guilabel:`Résumé Digitization (OCR)` option." msgstr "" -#: ../../content/applications/hr/recruitment.rst:158 +#: ../../content/applications/hr/recruitment.rst:133 msgid "When enabled, additional options appear. Click on the corresponding radio button to select one of the following options:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:161 +#: ../../content/applications/hr/recruitment.rst:136 msgid ":guilabel:`Do not digitize`: this option turns off résumé digitization." msgstr "" -#: ../../content/applications/hr/recruitment.rst:162 +#: ../../content/applications/hr/recruitment.rst:137 msgid ":guilabel:`Digitize on demand only`: this option only digitizes resumes when requested. A :guilabel:`Digitize document` buttons appears on applicant cards. When clicked, the résumé is scanned and the applicant's card is updated." msgstr "" -#: ../../content/applications/hr/recruitment.rst:165 +#: ../../content/applications/hr/recruitment.rst:140 msgid ":guilabel:`Digitize automatically`: this option automatically digitizes all résumés when they are submitted." msgstr "" -#: ../../content/applications/hr/recruitment.rst:168 +#: ../../content/applications/hr/recruitment.rst:143 msgid "Beneath these options are two additional links. Click the :icon:`fa-arrow-right` :guilabel:`Manage Service & Buy Credits` internal link to purchase credits for résumé digitization. Click the :icon:`fa-arrow-right` :guilabel:`View My Services` internal link to view a list of all current services, and their remaining credit balances." msgstr "" -#: ../../content/applications/hr/recruitment.rst:173 +#: ../../content/applications/hr/recruitment.rst:148 msgid "For more information on document digitization and :abbr:`IAP's (in-app purchases)`, refer to the :doc:`In-app purchase (IAP) <../essentials/in_app_purchase>` documentation." msgstr "" -#: ../../content/applications/hr/recruitment.rst:177 +#: ../../content/applications/hr/recruitment.rst:152 msgid "The :guilabel:`Do not digitize` option may appear redundant but serves a distinct purpose. Disabling the :guilabel:`Résumé Digitization (OCR)` option uninstalls the module, while :guilabel:`Do not digitize` keeps the module installed but inactive—allowing the user to re-enable digitization later without reinstalling the module." msgstr "" -#: ../../content/applications/hr/recruitment.rst:185 +#: ../../content/applications/hr/recruitment.rst:160 msgid "To access the Kanban view for a job position, navigate to the main :menuselection:`Recruitment` app dashboard, which is the default view when opening the application. All job positions appear on the main dashboard. Click the :guilabel:`(#) New Applications` smart button on a job position card to navigate to the Kanban view for all the applicants for that particular job position." msgstr "" @@ -18651,35 +19600,35 @@ msgstr "" msgid "Main dashboard view of job position card, showing new applications button." msgstr "" -#: ../../content/applications/hr/recruitment.rst:193 +#: ../../content/applications/hr/recruitment.rst:168 msgid "Inside the job application, the Kanban stages appear, with all the applicants populated in their respective columns, indicating what stage they are currently in. In Odoo, six default stages are configured:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:197 +#: ../../content/applications/hr/recruitment.rst:172 msgid ":ref:`New `" msgstr "" -#: ../../content/applications/hr/recruitment.rst:198 +#: ../../content/applications/hr/recruitment.rst:173 msgid ":ref:`Initial Qualification `" msgstr "" -#: ../../content/applications/hr/recruitment.rst:199 +#: ../../content/applications/hr/recruitment.rst:174 msgid ":ref:`First Interview `" msgstr "" -#: ../../content/applications/hr/recruitment.rst:200 +#: ../../content/applications/hr/recruitment.rst:175 msgid ":ref:`Second Interview `" msgstr "" -#: ../../content/applications/hr/recruitment.rst:201 +#: ../../content/applications/hr/recruitment.rst:176 msgid ":doc:`Contract Proposal `" msgstr "" -#: ../../content/applications/hr/recruitment.rst:202 +#: ../../content/applications/hr/recruitment.rst:177 msgid ":ref:`Contract Signed `" msgstr "" -#: ../../content/applications/hr/recruitment.rst:204 +#: ../../content/applications/hr/recruitment.rst:179 msgid "The last column, :guilabel:`Contract Signed`, is folded by default. Folded columns appear gray, and the applicants in it are hidden from view. To expand the folded stage and view the applicant cards for that column, click anywhere on the thin gray column that says the stage name and the column expands, revealing the applicants." msgstr "" @@ -18687,23 +19636,23 @@ msgstr "" msgid "Expand a folded column by clicking on it in the Kanban view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:212 +#: ../../content/applications/hr/recruitment.rst:187 msgid "Each stage has a color-coded bar beneath the stage name, providing status information for the applicant's in that specific stage. The status colors are:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:215 +#: ../../content/applications/hr/recruitment.rst:190 msgid ":guilabel:`Green`: the applicant is ready to move to the next stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:216 +#: ../../content/applications/hr/recruitment.rst:191 msgid ":guilabel:`Red`: the applicant is blocked from moving to the next stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:217 +#: ../../content/applications/hr/recruitment.rst:192 msgid ":guilabel:`Gray`: the applicant is still in progress in the current stage and is neither ready nor blocked from the next stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:220 +#: ../../content/applications/hr/recruitment.rst:195 msgid "The status for each card is set manually. To set the status, click on the small circle in the lower-left of the applicant card. A status pop-up window appears. Click on the desired status for the applicant. The status dot on the applicant card as well as the status bar updates." msgstr "" @@ -18711,23 +19660,23 @@ msgstr "" msgid "The applicant card statuses, and status bar." msgstr "" -#: ../../content/applications/hr/recruitment.rst:228 +#: ../../content/applications/hr/recruitment.rst:203 msgid "The names for the three status colors (`In Progress`, `Ready for Next Stage`, and `Blocked`) :ref:`can be modified `, if desired." msgstr "" -#: ../../content/applications/hr/recruitment.rst:234 +#: ../../content/applications/hr/recruitment.rst:209 msgid "Customize stages" msgstr "" -#: ../../content/applications/hr/recruitment.rst:236 +#: ../../content/applications/hr/recruitment.rst:211 msgid "Stages can be modified, added, or deleted to match the particular hiring steps of a business." msgstr "" -#: ../../content/applications/hr/recruitment.rst:239 +#: ../../content/applications/hr/recruitment.rst:214 msgid "New stage" msgstr "" -#: ../../content/applications/hr/recruitment.rst:241 +#: ../../content/applications/hr/recruitment.rst:216 msgid "To create a new stage, click on :icon:`fa-plus` :guilabel:`Stage` and a new column appears. Enter the title for the new stage in the :guilabel:`Stage title` field, then click :guilabel:`Add`. The new column appears, and another new stage is available to create. If no new stages are needed, click anywhere on the screen to exit the new stage creation." msgstr "" @@ -18735,12 +19684,12 @@ msgstr "" msgid "The plus sign to click to add a new column to the Kanban stages." msgstr "" -#: ../../content/applications/hr/recruitment.rst:252 +#: ../../content/applications/hr/recruitment.rst:227 #: ../../content/applications/hr/recruitment/schedule_interviews.rst:215 msgid "Modify stage" msgstr "" -#: ../../content/applications/hr/recruitment.rst:254 +#: ../../content/applications/hr/recruitment.rst:229 msgid "To modify the settings of a stage, hover over the name of the stage, and a :icon:`fa-cog` :guilabel:`(Settings)` icon appears in the upper right hand side of the stage. Click on the :icon:`fa-cog` :guilabel:`(Settings)` icon and a menu appears. Then click on the :guilabel:`Edit` option. An :guilabel:`Edit: (Stage)` form appears. Make any desired modifications to the form, then click :guilabel:`Save & Close` when done." msgstr "" @@ -18749,99 +19698,99 @@ msgid "The gear icon that appears when a column name is moused over, and the dro "displays when clicked." msgstr "" -#: ../../content/applications/hr/recruitment.rst:267 +#: ../../content/applications/hr/recruitment.rst:242 msgid "Edit stage form" msgstr "" -#: ../../content/applications/hr/recruitment.rst:269 +#: ../../content/applications/hr/recruitment.rst:244 msgid "The :guilabel:`Edit: (Stage)` form is where the stage's settings are configured. The only required field is the :guilabel:`Stage Name`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:272 +#: ../../content/applications/hr/recruitment.rst:247 msgid "The fields to be populated or modified are:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:274 +#: ../../content/applications/hr/recruitment.rst:249 msgid ":guilabel:`Stage Name`: Type in a name for the stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:275 +#: ../../content/applications/hr/recruitment.rst:250 msgid ":guilabel:`Email Template`: Select an email template to be used from the drop-down menu. If a template is selected, when the applicant card enters the stage, an email is automatically sent to the applicant using the selected template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:278 +#: ../../content/applications/hr/recruitment.rst:253 msgid ":guilabel:`Folded in Kanban`: Check the box to have the stage appear folded (hidden) at all times in the default view." msgstr "" -#: ../../content/applications/hr/recruitment.rst:280 +#: ../../content/applications/hr/recruitment.rst:255 msgid ":guilabel:`Hired Stage`: Check the box if this stage indicates that the applicant is hired. When an applicant's card enters this stage, the card displays a :guilabel:`Hired` banner in the upper right corner. If this box is checked, this stage is used to determine the hire date of an applicant." msgstr "" -#: ../../content/applications/hr/recruitment.rst:284 +#: ../../content/applications/hr/recruitment.rst:259 msgid ":guilabel:`Job Specific`: If the stage only applies to specific job positions, select the job positions from the drop-down menu. Multiple job positions can be selected." msgstr "" -#: ../../content/applications/hr/recruitment.rst:286 +#: ../../content/applications/hr/recruitment.rst:261 msgid ":guilabel:`Show in Referrals`: Check the box if this stage should be seen in the *Referrals* application, and allow the referrer to accrue points when a referral of theirs reaches this stage. If this is active, a :guilabel:`Points` field appears. Enter the amount of referral points the employee receives when an applicant enters this stage. The **Referrals** app must be installed in order to use this option." msgstr "" -#: ../../content/applications/hr/recruitment.rst:291 +#: ../../content/applications/hr/recruitment.rst:266 msgid ":guilabel:`Points`: If :guilabel:`Show in Referrals` is enabled, this field appears. Enter the number of points the employee earns when an applicant moves to this stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:293 +#: ../../content/applications/hr/recruitment.rst:268 msgid ":guilabel:`Tooltips` section: There are three preconfigured status labels (colored circles) for each applicant's card, indicating its status. These colors are displayed at the top of each stage to reflect the statuses of the applicants in the stage. The *names* for the label can be modified, but the label itself (the color) cannot. The default names and labels are: :guilabel:`In Progress` (gray), :guilabel:`Blocked` (red), and :guilabel:`Ready for Next Stage` (green)." msgstr "" -#: ../../content/applications/hr/recruitment.rst:298 +#: ../../content/applications/hr/recruitment.rst:273 msgid ":guilabel:`Requirements`: Enter any internal notes for this stage explaining any requirements of the stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:302 +#: ../../content/applications/hr/recruitment.rst:277 msgid "Delete stage" msgstr "" -#: ../../content/applications/hr/recruitment.rst:304 +#: ../../content/applications/hr/recruitment.rst:279 msgid "If a stage is no longer needed, the stage can be deleted. To delete a stage, hover over the name of the stage, and a :icon:`fa-cog` :guilabel:`(Settings)` icon appears. First, click on the :icon:`fa-cog` :guilabel:`(Settings)` icon to reveal a drop-down menu, then click :guilabel:`Delete`. A :guilabel:`Confirmation` pop-up warning appears, asking :guilabel:`Are you sure you want to delete this column?` Click :guilabel:`Delete` to delete the column." msgstr "" -#: ../../content/applications/hr/recruitment.rst:311 +#: ../../content/applications/hr/recruitment.rst:286 msgid "If there are applicants currently in the stage being deleted, an error pops up when attempting to delete the stage. The records currently in the stage to need to be either deleted, archived, or moved to a different stage before the stage can be deleted." msgstr "" -#: ../../content/applications/hr/recruitment.rst:316 +#: ../../content/applications/hr/recruitment.rst:291 msgid "Email templates" msgstr "" -#: ../../content/applications/hr/recruitment.rst:318 +#: ../../content/applications/hr/recruitment.rst:293 msgid "To communicate with the applicant, Odoo has several preconfigured email templates that can be used. The preconfigured email templates and when to use them are as follows:" msgstr "" -#: ../../content/applications/hr/recruitment.rst:321 +#: ../../content/applications/hr/recruitment.rst:296 msgid ":guilabel:`Recruitment: Applicant Acknowledgement`: this template is used to let the applicant know that their application was received. This email is automatically sent out once the applicant is in the :guilabel:`New` stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:324 +#: ../../content/applications/hr/recruitment.rst:299 msgid ":guilabel:`Recruitment: Interest`: this template is used to let the applicant know that their application caught the recruiter's attention, and they have been shortlisted for either a phone call or an interview." msgstr "" -#: ../../content/applications/hr/recruitment.rst:327 +#: ../../content/applications/hr/recruitment.rst:302 msgid ":guilabel:`Recruitment: Not interested anymore`: this template is used when an applicant communicates that they are no longer interested in the position, and thanks them for their time and consideration." msgstr "" -#: ../../content/applications/hr/recruitment.rst:330 +#: ../../content/applications/hr/recruitment.rst:305 msgid ":guilabel:`Recruitment: Refuse`: this template is used when an applicant is no longer being considered for the position." msgstr "" -#: ../../content/applications/hr/recruitment.rst:332 +#: ../../content/applications/hr/recruitment.rst:307 msgid ":guilabel:`Recruitment: Schedule Interview`: this template is used to let the applicant know that they have passed the :guilabel:`Initial Qualification` stage, and they will soon be contacted to set up an interview with the recruiter. This email is automatically sent out once the applicant is in the :guilabel:`Initial Qualification` stage." msgstr "" -#: ../../content/applications/hr/recruitment.rst:338 +#: ../../content/applications/hr/recruitment.rst:313 msgid "Email templates can be created, modified, and deleted to suit the needs of a business. For more information on email templates, refer to the :doc:`../general/companies/email_template` document." msgstr "" -#: ../../content/applications/hr/recruitment.rst:341 +#: ../../content/applications/hr/recruitment.rst:316 msgid "To manually send an email, click :guilabel:`Send message` in the chatter. A text box appears, as well as the applicant's email address." msgstr "" @@ -18849,31 +19798,31 @@ msgstr "" msgid "Send an email from the chatter." msgstr "" -#: ../../content/applications/hr/recruitment.rst:347 +#: ../../content/applications/hr/recruitment.rst:322 msgid "Click the :icon:`fa-expand` :guilabel:`(Full composer)` icon in the bottom right corner of the :guilabel:`Send Message` tab in the chatter. A :guilabel:`Compose Email` pop-up window loads, with the :guilabel:`To` and :guilabel:`Subject` pre-populated. The applicant's email address is entered in the :guilabel:`To` field, and the :guilabel:`Subject` is `(Job Position)`. The email body is empty by default." msgstr "" -#: ../../content/applications/hr/recruitment.rst:353 +#: ../../content/applications/hr/recruitment.rst:328 msgid "To use a preconfigured email template, click the :icon:`fa-ellipsis-v` :guilabel:`(vertical elipsis)` button in the bottom of the window. Select the email template to use from the drop-down menu." msgstr "" -#: ../../content/applications/hr/recruitment.rst:357 +#: ../../content/applications/hr/recruitment.rst:332 msgid "Preconfigured email templates may contain dynamic placeholders so unique information can be populated in the email for a more personalized message to the applicant. Several preconfigured email templates are available to choose from. Depending on the template selected, the email subject or body may change." msgstr "" -#: ../../content/applications/hr/recruitment.rst:363 +#: ../../content/applications/hr/recruitment.rst:338 msgid "Only the email templates that are configured for the model load. Other email templates come preconfigured in Odoo, but if they are not configured for the recruitment application, they do not appear in the list of available templates." msgstr "" -#: ../../content/applications/hr/recruitment.rst:367 +#: ../../content/applications/hr/recruitment.rst:342 msgid "If any attachments need to be added, click the :icon:`fa-paperclip` :guilabel:`(paperclip)` button at the bottom of the window. Navigate to the file to be attached, then click :guilabel:`Open` to attach it. To delete an attachment, click the :icon:`fa-close` :guilabel:`(delete)` icon to the right of the attachment." msgstr "" -#: ../../content/applications/hr/recruitment.rst:372 +#: ../../content/applications/hr/recruitment.rst:347 msgid "If any changes need to be made to the email, edit the body of the email. If the edits should be saved to be used in the future, the email can be saved as a new template. Click the :icon:`fa-ellipsis-v` :guilabel:`(vertical elipsis)` button in the bottom of the window, and select :guilabel:`Save as Template`. Options are presented to either overwrite an existing template, or save a new template. Click on an existing template name to overwrite that template, or click :guilabel:`Save as Template` to save a new template. A :guilabel:`Create a Mail Template` pop-up window loads. Enter a name for the template in the :guilabel:`Template Name` field, then click :guilabel:`Save`." msgstr "" -#: ../../content/applications/hr/recruitment.rst:381 +#: ../../content/applications/hr/recruitment.rst:356 msgid "To send the email, click :guilabel:`Send` and the email is sent to the applicant. The email then appears in the chatter." msgstr "" @@ -18883,39 +19832,43 @@ msgid "Send a custom survey, also referred to as an interview form, to an applic "preconfigured template." msgstr "" -#: ../../content/applications/hr/recruitment.rst:389 +#: ../../content/applications/hr/recruitment.rst:364 msgid ":doc:`recruitment/new_job`" msgstr "" -#: ../../content/applications/hr/recruitment.rst:390 +#: ../../content/applications/hr/recruitment.rst:365 +msgid ":doc:`recruitment/post_job`" +msgstr "" + +#: ../../content/applications/hr/recruitment.rst:366 msgid ":doc:`recruitment/add-new-applicants`" msgstr "" -#: ../../content/applications/hr/recruitment.rst:391 +#: ../../content/applications/hr/recruitment.rst:367 msgid ":doc:`recruitment/schedule_interviews`" msgstr "" -#: ../../content/applications/hr/recruitment.rst:392 +#: ../../content/applications/hr/recruitment.rst:368 msgid ":doc:`recruitment/offer_job_positions`" msgstr "" -#: ../../content/applications/hr/recruitment.rst:393 +#: ../../content/applications/hr/recruitment.rst:369 msgid ":doc:`recruitment/refuse_applicant`" msgstr "" -#: ../../content/applications/hr/recruitment.rst:394 +#: ../../content/applications/hr/recruitment.rst:370 msgid ":doc:`recruitment/applicant_analysis`" msgstr "" -#: ../../content/applications/hr/recruitment.rst:395 +#: ../../content/applications/hr/recruitment.rst:371 msgid ":doc:`recruitment/source_analysis`" msgstr "" -#: ../../content/applications/hr/recruitment.rst:396 -msgid ":doc:`recruitment/time_in_stage`" +#: ../../content/applications/hr/recruitment.rst:372 +msgid ":doc:`recruitment/velocity_analysis`" msgstr "" -#: ../../content/applications/hr/recruitment.rst:397 +#: ../../content/applications/hr/recruitment.rst:373 msgid ":doc:`recruitment/team_performance`" msgstr "" @@ -19047,10 +20000,6 @@ msgstr "" msgid "Enter any notes regarding the applicant in this tab. These notes are only visible internally, with users that have the proper access rights." msgstr "" -#: ../../content/applications/hr/recruitment/add-new-applicants.rst:109 -msgid "Details tab" -msgstr "" - #: ../../content/applications/hr/recruitment/add-new-applicants.rst:111 msgid "The :guilabel:`Details` tab houses various information regarding the applicant and the job position." msgstr "" @@ -19310,90 +20259,86 @@ msgid "Edit the job position card." msgstr "" #: ../../content/applications/hr/recruitment/new_job.rst:55 -msgid "The top-right corner of the card has a toggle to publish the job position to the website. If the job position is published, a green :guilabel:`Published` toggle is visible. If the job position is *not* published a gray :guilabel:`Not Published` toggle appears. Click the toggle to publish or unpublish the job position." -msgstr "" - -#: ../../content/applications/hr/recruitment/new_job.rst:61 msgid "Recruitment tab" msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:63 +#: ../../content/applications/hr/recruitment/new_job.rst:57 msgid "All the basic information about the job position is listed under the :guilabel:`Recruitment` tab." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:65 +#: ../../content/applications/hr/recruitment/new_job.rst:59 msgid "None of the fields are required, but it is important to configure and populate the :guilabel:`Department`, :guilabel:`Job Location`, :guilabel:`Employment Type` fields, and the :guilabel:`Job Summary` tab, as they are all visible to prospective applicants on the website." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:70 +#: ../../content/applications/hr/recruitment/new_job.rst:64 msgid "Some fields listed below may not appear depending on the database configuration and other installed applications." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:73 +#: ../../content/applications/hr/recruitment/new_job.rst:67 msgid "The fields can be filled out as follows:" msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:75 +#: ../../content/applications/hr/recruitment/new_job.rst:69 msgid ":guilabel:`Department`: Select the relevant department for the job position. This is visible on the website." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:77 +#: ../../content/applications/hr/recruitment/new_job.rst:71 msgid ":guilabel:`Job Location`: Select the physical address for the job. If the job position is remote, leave this field blank. This is visible on the website." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:79 +#: ../../content/applications/hr/recruitment/new_job.rst:73 msgid ":guilabel:`Industry`: Select the relevant industry the job position falls under. This field corresponds to the industries on job boards. Odoo comes with 86 preconfigured industries. It is *not* recommended to add a new industry, as it may hide the job position during some searched on the various job boards." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:83 +#: ../../content/applications/hr/recruitment/new_job.rst:77 msgid ":guilabel:`Email Alias`: Enter an email address to which applicants can send a resumé. Once emailed, Odoo automatically creates an application for them. If an email was entered when creating the job position, this field is populated." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:86 +#: ../../content/applications/hr/recruitment/new_job.rst:80 msgid ":guilabel:`Employment Type`: select what type of position the job is, using the drop-down menu. The default options are :guilabel:`Permanent`, :guilabel:`Temporary`, :guilabel:`Seasonal`, :guilabel:`Full-Time`, :guilabel:`Intern`, :guilabel:`Student`, :guilabel:`Apprenticeship`, :guilabel:`Thesis`, :guilabel:`Statutory`, and :guilabel:`Employee`. Depending on the installed localization, other options may be available. This is visible on the website." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:91 +#: ../../content/applications/hr/recruitment/new_job.rst:85 msgid ":guilabel:`Working Schedule`: Select the working schedule for the job position. Odoo provides one working schedule by default, :guilabel:`Standard 40 hours/week`, but all working schedules in the database are available." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:94 +#: ../../content/applications/hr/recruitment/new_job.rst:88 msgid ":guilabel:`Salary Range`: Enter both the minimum and maximum salaries offered for the position in the two fields. Then, set the last field to the time-frame for the salary range. The default options are :guilabel:`Hour`, :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Bi-Week`, :guilabel:`Month`, and :guilabel:`Year`." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:98 +#: ../../content/applications/hr/recruitment/new_job.rst:92 msgid ":guilabel:`Expected Skills`: Select all the desired skills for the job position, using the drop-down menu. The skills presented are :ref:`configured in the Employees app `." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:101 +#: ../../content/applications/hr/recruitment/new_job.rst:95 msgid ":guilabel:`Company`: Select the company the job is for. This field only appears if using a multi-company database." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:103 +#: ../../content/applications/hr/recruitment/new_job.rst:97 msgid ":guilabel:`Mission Dates`: Using the calendar selector, set the start date for the job position. If the job is temporary and has a specific end date, set the end date in the second field." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:105 +#: ../../content/applications/hr/recruitment/new_job.rst:99 msgid ":guilabel:`Target`: Enter the number of employees to be hired for this position." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:106 +#: ../../content/applications/hr/recruitment/new_job.rst:100 msgid ":guilabel:`Website`: Select the website the job is published on." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:107 +#: ../../content/applications/hr/recruitment/new_job.rst:101 msgid ":guilabel:`Recruiter`: Select the person responsible for recruiting this role." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:108 +#: ../../content/applications/hr/recruitment/new_job.rst:102 msgid ":guilabel:`Interviewers`: Select who should perform the interviews. Multiple people can be selected." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:110 +#: ../../content/applications/hr/recruitment/new_job.rst:104 msgid ":guilabel:`Interview Form`: select an :ref:`Interview form ` that applicants fill out prior to their interview." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:112 +#: ../../content/applications/hr/recruitment/new_job.rst:106 msgid ":guilabel:`Contract Template`: Select a contract template to be used when offering the job to a candidate." msgstr "" @@ -19401,11 +20346,11 @@ msgstr "" msgid "The job information details in the Recruitment tab." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:119 +#: ../../content/applications/hr/recruitment/new_job.rst:113 msgid "Job summary tab" msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:121 +#: ../../content/applications/hr/recruitment/new_job.rst:115 msgid "Enter the job description in the :guilabel:`Job Summary` tab. This description is visible on the website." msgstr "" @@ -19413,27 +20358,27 @@ msgstr "" msgid "The summary of the position in the Job Summary tab." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:128 +#: ../../content/applications/hr/recruitment/new_job.rst:122 msgid "Application info tab" msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:130 +#: ../../content/applications/hr/recruitment/new_job.rst:124 msgid "The :guilabel:`Process Details` section of the :guilabel:`Application Info` tab contains information that is displayed online for the job position. This informs the applicants of the timeline and steps for the recruitment process, so they know when to expect a reply." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:134 +#: ../../content/applications/hr/recruitment/new_job.rst:128 msgid "The following fields are populated by default, but can be modified to suit the recruitment timeline of the business:" msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:137 +#: ../../content/applications/hr/recruitment/new_job.rst:131 msgid ":guilabel:`Time to Answer`: Enter the number of days before the applicant is contacted. :guilabel:`2 open days` populates this field by default." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:139 +#: ../../content/applications/hr/recruitment/new_job.rst:133 msgid ":guilabel:`Process`: Enter the various stages the candidate goes through during the recruitment process. By default, two process steps are visible: :guilabel:`1 Phone Call` and :guilabel:`1 Onsite Interview`." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:142 +#: ../../content/applications/hr/recruitment/new_job.rst:136 msgid ":guilabel:`Days to get an Offer`: Enter the number of days before the applicant should expect an offer after the recruitment process has ended. The default is :guilabel:`4 Days after Interview`." msgstr "" @@ -19441,23 +20386,23 @@ msgstr "" msgid "Enter job information details in the recruitment tab." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:149 +#: ../../content/applications/hr/recruitment/new_job.rst:143 msgid "The :guilabel:`Process Details` section is a text field. All answers are typed in rather than selected from a drop-down menu. The text is displayed on the website exactly as it appears in this tab." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:156 +#: ../../content/applications/hr/recruitment/new_job.rst:150 msgid "Create interview form" msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:158 +#: ../../content/applications/hr/recruitment/new_job.rst:152 msgid "An *Interview Form* is used to determine if a candidate is a good fit for a job position. Interview forms can be as specific or general as desired, and can take the form of a certification, an exam, or a general questionnaire. Interview forms are determined by the recruitment team." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:162 +#: ../../content/applications/hr/recruitment/new_job.rst:156 msgid "Before creating an interview form, ensure the proper settings are enabled. Navigate to :menuselection:`Recruitment app --> Configuration --> Settings`, and under the :guilabel:`Recruitment Process` section, ensure the :guilabel:`Send Interview Survey` option is enabled." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:167 +#: ../../content/applications/hr/recruitment/new_job.rst:161 msgid "Since there are no preconfigured forms in Odoo, all interview forms must be created. To create an interview form, start from the :guilabel:`Recruitment` tab of the :guilabel:`Job Position` form. In the :guilabel:`Interview Form` field, enter a name for the new interview form. As the name is typed, several options populate beneath the entry: :guilabel:`Create (interview form name)`, :guilabel:`Search More...`, and :guilabel:`Create and edit...`. Click :guilabel:`Create and edit...` and a :guilabel:`Create Interview Form` pop-up window appears." msgstr "" @@ -19465,11 +20410,11 @@ msgstr "" msgid "The blank interview form pop-up window." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:178 +#: ../../content/applications/hr/recruitment/new_job.rst:172 msgid "The option :guilabel:`Search More...` only appears if there are any interview forms already created. If no interview forms exist, the only options available are :guilabel:`Create (interview form name)`, and :guilabel:`Create and edit...`." msgstr "" -#: ../../content/applications/hr/recruitment/new_job.rst:182 +#: ../../content/applications/hr/recruitment/new_job.rst:176 msgid "Proceed to fill out the interview form pop-up window as a typical survey. For specific directions on how to create a survey, refer to the :doc:`survey essentials <../../marketing/surveys/create>` document, which provides step-by-step instructions on how to create and configure a survey." msgstr "" @@ -19685,6 +20630,214 @@ msgstr "" msgid "Once completed, the employee record is saved in the **Employees** app." msgstr "" +#: ../../content/applications/hr/recruitment/post_job.rst:3 +msgid "Post job positions" +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:5 +msgid "After a job position has been :doc:`created and configured `, the next step is to share it, so that prospective applicants can apply." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:8 +msgid "Job positions can be shared on the :ref:`company website ` or on :ref:`job boards `." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:14 +msgid "Publish to website" +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:16 +msgid "To publish a job listing on the company's website, first a setting must be enabled in the **Recruitment** app. Navigate to :menuselection:`Recruitment app --> Configuration --> Settings`, and enable the :guilabel:`Online Posting` option. Click the :guilabel:`Save` button after making any changes." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:22 +msgid "The :guilabel:`Online Posting` is only available if the :doc:`Website <../../websites/website>` application is also installed." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:25 +msgid "Once the setting has been enabled, open the main **Recruitment** dashboard by navigating to :menuselection:`Recruitment app --> Applications --> By Job Position`. A toggle appears in the lower-left corner of every job position card, and indicates whether the role is :guilabel:`Not Published` or :guilabel:`Published`." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:30 +msgid "Click on the toggle to change the current state of the job position. When a job position is published, a green :guilabel:`PUBLISHED` banner appears in the top-right corner of the card." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:33 +msgid "To view the listing on the website, click the :icon:`oi-launch` :guilabel:`Job Page` in the lower-right corner of the job card." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:39 +msgid "Post on job boards" +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:41 +msgid "Posting a job on a job board is an effective way to reach a wider audience, and attract more candidates." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:45 +msgid "Check back frequently for more updates, as more job boards are added." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:48 +msgid "Job board settings" +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:50 +msgid "To publish a job listing onto a job board outside of Odoo, first a setting must be configured in the **Recruitment** app. Navigate to :menuselection:`Recruitment app --> Configuration --> Settings`, and click :icon:`oi-arrow-right` :guilabel:`Choose a Job Board`." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:54 +msgid "This loads a page displaying the :guilabel:`Recruitment Integration Monster` module. Click :guilabel:`Activate` to install the module." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:58 +msgid "If the :guilabel:`Recruitment Integration Monster` module is already installed, no :guilabel:`Activate` button appears, only a :guilabel:`Module Info` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:61 +msgid "After the module is installed, the database reloads to the main dashboard. Open the **Recruitment** app, and navigate to :menuselection:`Configuration --> Settings`. A :guilabel:`Monster Credentials` section appears in the :guilabel:`Job Posting` section." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:65 +msgid "Enter the :guilabel:`Username` and :guilabel:`Password` for Monster in the corresponding fields, then click the :guilabel:`Save` button." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:69 +msgid "Publish on job board" +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:71 +msgid "Once the credentials have been configured for the job board, it is possible to post a job position. Navigate to the **Recruitment** app dashboard, and click :guilabel:`# To Recruit` on the desired job card." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:75 +msgid "Click the :guilabel:`Publish on Job Board` button, and a :guilabel:`Publish on Job Board` form loads in a pop-up window. Fill out the following information on the form:" +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:78 +msgid ":guilabel:`Job`: The name of the job position appears here by default, and cannot be modified." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:79 +msgid ":guilabel:`Job Board`: Using the drop-down menu, select the job board being posted to." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:80 +msgid ":guilabel:`Apply Method`: Click the desired radio button to determine how applicants apply for the position." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:83 +msgid ":guilabel:`Send an Email`: Select this for applicants to apply for the job via email." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:84 +msgid ":guilabel:`Redirect to company's website`: Select this for applicants to apply for the job via the company website." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:87 +msgid ":guilabel:`Email` or :guilabel:`Job url`: The selected :guilabel:`Apply Method` determines which field appears. The field is populated with the information from the job card, if available. Make any desired modifications to this field, for example enter a tracking url for the job board listing." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:91 +msgid ":guilabel:`From` and :guilabel:`to`: Using the calendar selector, select the date the list should be posted to the job board, in the :guilabel:`From` field. The :guilabel:`to` field says :guilabel:`No Limit`, by default. If the job position should be removed from the job board on a specific date, enter it in the second field." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:95 +msgid ":guilabel:`Description` tab: The description from the job card populates this tab, by default. Make any desired changes to it in this section. This is what appears on the job board." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:99 +msgid "Click the :guilabel:`Generate Description` (:icon:`fa-magic` :guilabel:`AI`) to use AI to edit or create the job description." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:102 +msgid "Once the listing is ready, click the :guilabel:`Post` button. After the post has been published to a job board, the page reloads to the :guilabel:`Job Boards Posts` page, and the new post appears in a Kanban card." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:-1 +msgid "A job board listing form filled out." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:110 +msgid "Job board emails" +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:112 +msgid "When posting job positions on a job board, like Indeed or LinkedIn, the job board posts the job position, and typically allows the website visitor to apply to the job directly from the job board." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:115 +msgid "When someone applies to a job directly from a job board, an email is sent to Odoo from a specific email address, such as `jobs-listings@linkedin.com`. The email uses regular expression (regex) rules, which are instructions to match text in the email, and map it to specific fields in Odoo." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:119 +msgid "When Odoo receives an email from the job board's corresponding email address, it runs the regex rule, and pulls applicant information from the email, when creating an applicant record." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:123 +msgid "The regex rule for :guilabel:`LinkedIn` (emails received from: `jobs-listings@linkedin.com`) is :guilabel:`New application:.*from (.*)`. This rule tells Odoo to capture everything after the word `from` when creating the applicant record." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:127 +msgid "An email subject of `New application: Job ID 123 from John Doe` will capture `John Doe` and create an applicant record for `John Doe`." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:130 +msgid "To view the currently configured job board emails, navigate to :menuselection:`Recruitment app --> Configuration --> Emails`. Three emails come preconfigured in the database; for :guilabel:`LinkedIn`, :guilabel:`Jobsdb`, and :guilabel:`Indeed`." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:135 +msgid "Create job board emails" +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:137 +msgid "To create a new job board email, navigate to :menuselection:`Recruitment app --> Configuration --> Emails`. Click the :guilabel:`New` button, and a blank :guilabel:`Emails` form loads." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:140 +msgid "Enter the :guilabel:`Name` for the platform, such as `Glassdoor`, in the corresponding field. Next, enter the email address the applications will come from, in the :guilabel:`Email` field. Last, enter the :guilabel:`regex` rules in the corresponding field." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:145 +msgid "View job board listings" +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:147 +msgid "To view all the job positions that have been posted to a job board, navigate to :menuselection:`Recruitment --> Applications --> Job Boards Posts`. This presents the :guilabel:`Job Boards Posts` dashboard and all job board postings." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:151 +msgid "Each listing is displayed in an individual Kanban card, with the following information:" +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:153 +msgid ":guilabel:`Job Board Icon`: the icon for the job board where the listing is posted." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:154 +msgid ":guilabel:`Job Board Listing Title`: the job position title and job board name." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:155 +msgid ":guilabel:`From`: the date the listing was published." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:156 +msgid ":guilabel:`To`: the date the listing will be removed from the job board." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:157 +msgid ":guilabel:`User Icon`: the icon of the user who posted the listing." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:159 +msgid "Click on any Kanban card to view the details for the specific job board listing." +msgstr "" + +#: ../../content/applications/hr/recruitment/post_job.rst:-1 +msgid "All job positions posted to a job board." +msgstr "" + #: ../../content/applications/hr/recruitment/recruitment-flow.rst:3 msgid "Recruitment flow" msgstr "" @@ -20569,87 +21722,87 @@ msgstr "" msgid "Additionally, :guilabel:`Maggie Davidsons` had the highest increase in number of hired applicants during the third quarter, while their number of refused applicants went down." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:3 -msgid "Time in stage analysis" +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:3 +msgid "Velocity analysis" msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:5 -msgid "The *Time In Stage Analysis* report provides information on how long applicants stay in each stage of the recruitment process. This is important, as every job position has specific :ref:`process details ` that state the length of time applicants should expect to wait between specific stages." +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:5 +msgid "The *Velocity Analysis* report provides information on how long applicants stay in each stage of the recruitment process. This is important, as every job position has specific :ref:`process details ` that state the length of time applicants should expect to wait between specific stages." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:10 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:10 msgid "Knowing how long applicants remain in each stage can help highlight possible bottlenecks. Analyzing this data allows the recruitment team to assess each stage, identify any issues, and pivot their strategies to move applicants through each stage, within the expected time interval." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:15 -msgid "Time in stage analysis report" +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:15 +msgid "Velocity analysis report" msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:17 -msgid "To access the report, navigate to :menuselection:`Recruitment app --> Reporting --> Time in Stage Analysis`. By default, the report displays data from all job positions, with the stages populating the x-axis, and the number of days populating the y-axis, in a :icon:`fa-line-chart` :guilabel:`(Line Chart)`." +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:17 +msgid "To access the report, navigate to :menuselection:`Recruitment app --> Reporting --> Velocity Analysis`. By default, the report displays data for all job positions, with the stages populating the x-axis, and the number of days populating the y-axis, in a :icon:`fa-line-chart` :guilabel:`(Line Chart)`." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:22 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:22 msgid "The default filter is :guilabel:`Last 365 Days Applicant`, showing information for the last 365 days." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:25 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:25 msgid "Hover over a stage in the line chart to reveal a popover window listing all the job positions within it, and the average number of days each job position sits in each stage." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:28 -msgid "For a more visually digestible view of the information in the :guilabel:`Time In Stage Analysis` report, click the :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` icon in the upper-left corner. This displays all the information in a bar chart." +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:28 +msgid "For a more visually digestible view of the information in the :guilabel:`Velocity Analysis` report, click the :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` icon in the upper-left corner. This displays all the information in a bar chart." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:32 -msgid "In this view, it is easier to visualize the differences between the job positions, regarding how long applicants stay in each stage. From this view, recruiters can more easily determine which job positions have delays or bottlenecks at certain stages." +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:32 +msgid "In this view, it is easier to visualize the differences between the job positions, regarding how long applicants stay in each stage. From this view, recruiters can determine which job positions have delays or bottlenecks at certain stages." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:-1 -msgid "The bar chart view of the Time In Stage Analysis report." +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:-1 +msgid "The bar chart view of the Velocity Analysis report." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:41 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:40 msgid "Use case: comparing times by month" msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:43 -msgid "With the :guilabel:`Time In Stage Analysis` report, it is possible to see if there are certain months where applicants take longer to be moved through the pipeline. To view this data, switch to the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view in the upper-right corner." +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:42 +msgid "With the :guilabel:`Velocity Analysis` report, it is possible to see if there are certain months where applicants take longer to be moved through the pipeline. To view this data, switch to the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view in the upper-right corner." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:47 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:46 msgid "This presents the data in a detailed pivot table, with the rows representing the different job positions, and the columns representing the stages. The average :guilabel:`Days in Stage` populates the various boxes." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:52 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:51 msgid "If a field is empty, it indicates no applicant has been in that stage. Instead, all applicants moved from a previous stage without being placed in the stage with an empty field." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:-1 -msgid "The pivot table view of the Time In Stage Analysis report." +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:-1 +msgid "The pivot table view of the Velocity Analysis report." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:59 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:57 msgid "Click :icon:`fa-minus-square-o` :guilabel:`Total` above the job position rows to collapse the information. Next, click :icon:`fa-plus-square` :guilabel:`Total` again, revealing a drop-down menu. Click :guilabel:`Add Custom Group` :icon:`fa-caret-down` at the bottom of the list, revealing further grouping options. Click :guilabel:`Start Date` from the expanded list." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:64 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:62 msgid "After doing so, the data presented is grouped with the various months from the previous 365 days for the rows, leaving the :guilabel:`Days In Stage` as the columns." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:-1 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:-1 msgid "The pivot table showing the months averages for times in stage." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:71 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:68 msgid "In this example, :guilabel:`July 2024` had the longest time that applicants spent in each stage, on average. In addition, the :guilabel:`Contract Proposal` stage had the longest wait time in July, with an average of :guilabel:`31.62` days in that stage." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:75 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:72 msgid "While this report does not display the reasons applicants stayed in the various stages for these lengths of time, it can be helpful to know when delays occur." msgstr "" -#: ../../content/applications/hr/recruitment/time_in_stage.rst:79 +#: ../../content/applications/hr/recruitment/velocity_analysis.rst:76 msgid ":doc:`Essentials reporting documentation <../../essentials/reporting>`" msgstr "" @@ -21512,7 +22665,7 @@ msgid "Users can :doc:`request time off <../hr/time_off/request_time_off>`, and msgstr "" #: ../../content/applications/hr/time_off.rst:15 -msgid "Detailed :ref:`reports ` can be run to see how much time off (and what kinds of time off) are being used, :ref:`accrual plans ` can be created, and :ref:`public holidays ` can be set." +msgid "Detailed :doc:`reports ` can be run to see how much time off (and what kinds of time off) are being used, :ref:`accrual plans ` can be created, and :ref:`public holidays ` can be set." msgstr "" #: ../../content/applications/hr/time_off.rst:20 @@ -21559,159 +22712,159 @@ msgstr "" msgid "The only **required** fields on the time off type form are the name of the :guilabel:`Time Off Type`, the :guilabel:`Take Time Off In`, and the :guilabel:`Kind of Time Off`. In addition, the :guilabel:`Time Off Requests` and :guilabel:`Allocation Requests` sections **must** be configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:67 +#: ../../content/applications/hr/time_off.rst:69 msgid "Time off requests section" msgstr "" -#: ../../content/applications/hr/time_off.rst:69 +#: ../../content/applications/hr/time_off.rst:71 msgid "This section determines how approvals are handled for time off requests for this time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:71 +#: ../../content/applications/hr/time_off.rst:73 msgid ":guilabel:`Approval`: select what specific kind of approval is required for the time off type. The options are:" msgstr "" -#: ../../content/applications/hr/time_off.rst:74 +#: ../../content/applications/hr/time_off.rst:76 msgid ":guilabel:`No Validation`: No approvals are required when requesting this type of time off. The time off request is automatically approved." msgstr "" -#: ../../content/applications/hr/time_off.rst:76 +#: ../../content/applications/hr/time_off.rst:78 msgid ":guilabel:`By Time Off Officer`: Only the specified :ref:`Time Off Officer `, set on this form in the :guilabel:`Notified Time Off Officer` field, is required to approve the time off request. This option is selected, by default." msgstr "" -#: ../../content/applications/hr/time_off.rst:79 +#: ../../content/applications/hr/time_off.rst:81 msgid ":guilabel:`By Employee's Approver`: Only the employee's specified approver for time off, which is set on the *Work Information* tab on the :ref:`employee's form `, is required to approve the time off request." msgstr "" -#: ../../content/applications/hr/time_off.rst:82 +#: ../../content/applications/hr/time_off.rst:84 msgid ":guilabel:`By Employee's Approver and Time Off Officer`: Both the employee's :ref:`specified time off approver ` and the :ref:`Time Off Officer ` are required to approve the time off request." msgstr "" -#: ../../content/applications/hr/time_off.rst:87 +#: ../../content/applications/hr/time_off.rst:89 msgid "Allocation requests section" msgstr "" -#: ../../content/applications/hr/time_off.rst:89 +#: ../../content/applications/hr/time_off.rst:91 msgid "This section determines how allocation requests are handled for this time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:91 +#: ../../content/applications/hr/time_off.rst:93 msgid ":guilabel:`Requires allocation`: If the time off must be allocated to employees, select :guilabel:`Yes`. If the time off can be requested without time off being previously allocated, select :guilabel:`No Limit`. If :guilabel:`No Limit` is selected, the following options do not appear on the form." msgstr "" -#: ../../content/applications/hr/time_off.rst:95 +#: ../../content/applications/hr/time_off.rst:97 msgid ":guilabel:`Employee Requests`: Select :guilabel:`Extra Days Requests Allowed` if the employee is able to request more time off than was allocated." msgstr "" -#: ../../content/applications/hr/time_off.rst:98 +#: ../../content/applications/hr/time_off.rst:100 msgid "If employees should **not** be able to make requests for more time off than what was allocated, select the :guilabel:`Not Allowed` option." msgstr "" -#: ../../content/applications/hr/time_off.rst:102 +#: ../../content/applications/hr/time_off.rst:104 msgid "Ten days are allocated to the employee for this particular type of time off, and the :guilabel:`Extra Days Requests Allowed` option is enabled. The employee wants to take a vacation for twelve days. They may submit a request for two additional days, since the :guilabel:`Extra Days Requests Allowed` option is enabled." msgstr "" -#: ../../content/applications/hr/time_off.rst:108 +#: ../../content/applications/hr/time_off.rst:110 msgid "It is important to note that requesting additional time off does **not** guarantee that time off is granted." msgstr "" -#: ../../content/applications/hr/time_off.rst:111 +#: ../../content/applications/hr/time_off.rst:113 msgid ":guilabel:`Approval`: Select the type of approvals required for the allocation of this particular time off type." msgstr "" -#: ../../content/applications/hr/time_off.rst:114 +#: ../../content/applications/hr/time_off.rst:116 msgid ":guilabel:`No Validation`: No approvals are required when requesting additional allocations for the time off type. The allocation request is automatically approved." msgstr "" -#: ../../content/applications/hr/time_off.rst:116 +#: ../../content/applications/hr/time_off.rst:118 msgid ":guilabel:`By Time Off Officer`: Only the specified :ref:`Time Off Officer `, set on this form in the :guilabel:`Notified Time Off Officer` field, is required to approve the allocation request. This option is selected, by default." msgstr "" -#: ../../content/applications/hr/time_off.rst:119 +#: ../../content/applications/hr/time_off.rst:121 msgid ":guilabel:`By Employee's Approver`: Only the employee's specified approver for time off, which is set on the *Work Information* tab on the :ref:`employee's form `, is required to approve the allocation request." msgstr "" -#: ../../content/applications/hr/time_off.rst:122 +#: ../../content/applications/hr/time_off.rst:124 msgid ":guilabel:`By Employee's Approver and Time Off Officer`: Both the employee's :ref:`specified time off approver ` and the :ref:`Time Off Officer ` are required to approve the allocation request." msgstr "" -#: ../../content/applications/hr/time_off.rst:128 +#: ../../content/applications/hr/time_off.rst:129 msgid "Configuration section" msgstr "" -#: ../../content/applications/hr/time_off.rst:130 +#: ../../content/applications/hr/time_off.rst:131 msgid "This section determines all other details regarding the time off type, aside from approvals and allocations. This includes how the time off must be taken (hours, half days, or days), if the time off is visible to other users, and how the time off affects the **Payroll** app." msgstr "" -#: ../../content/applications/hr/time_off.rst:136 +#: ../../content/applications/hr/time_off.rst:137 msgid ":guilabel:`Notified Time Off Officer`: Select the user who is notified and responsible for approving requests and allocations for this specific type of time off." msgstr "" -#: ../../content/applications/hr/time_off.rst:138 +#: ../../content/applications/hr/time_off.rst:139 msgid ":guilabel:`Take Time Off in`: Select the format the time off is requested in from the drop-down menu. The options are:" msgstr "" -#: ../../content/applications/hr/time_off.rst:141 +#: ../../content/applications/hr/time_off.rst:142 msgid ":guilabel:`Day`: if time off can only be requested in full day increments (8 hours)." msgstr "" -#: ../../content/applications/hr/time_off.rst:142 +#: ../../content/applications/hr/time_off.rst:143 msgid ":guilabel:`Half Day`: if time off can only be requested in half day increments (4 hours)." msgstr "" -#: ../../content/applications/hr/time_off.rst:143 +#: ../../content/applications/hr/time_off.rst:144 msgid ":guilabel:`Hours`: if the time off can be taken in hourly increments." msgstr "" -#: ../../content/applications/hr/time_off.rst:147 +#: ../../content/applications/hr/time_off.rst:148 msgid ":guilabel:`Deduct Extra Hours`: Enable this option if the time off request should factor in any extra time accrued by the employee." msgstr "" -#: ../../content/applications/hr/time_off.rst:151 +#: ../../content/applications/hr/time_off.rst:152 msgid "If an employee works two extra hours for the week, and requests five hours of time off, the request would be for three hours, since the two extra worked hours are used first, and deducted from the request." msgstr "" -#: ../../content/applications/hr/time_off.rst:155 +#: ../../content/applications/hr/time_off.rst:156 msgid ":guilabel:`Public Holiday Included`: Enable this option if public holidays should be excluded from a time off request." msgstr "" -#: ../../content/applications/hr/time_off.rst:159 +#: ../../content/applications/hr/time_off.rst:160 msgid "An employee in the United States requests time off for the week of July 4th, for a total of five days. Since the 4th of July is a holiday in the United States, the time off request is automatically modified for four days off instead of five. That is because the holiday is included, and the user does not need to use their own vacation time for a public holiday." msgstr "" -#: ../../content/applications/hr/time_off.rst:164 +#: ../../content/applications/hr/time_off.rst:165 msgid "This option reduces extra work for users, enabling them to make only one time off request for the entire week, instead of making two separate requests, one for the days *before* the holiday, and another one for the days *after* the holiday." msgstr "" -#: ../../content/applications/hr/time_off.rst:168 +#: ../../content/applications/hr/time_off.rst:169 msgid ":guilabel:`Allow To Attach Supporting Document`: Enable this option to allow the employee to attach documents to the time off request. This is useful in situations where documentation is required, such as long-term medical leave." msgstr "" -#: ../../content/applications/hr/time_off.rst:171 +#: ../../content/applications/hr/time_off.rst:172 msgid ":guilabel:`Kind of Time Off`: From the drop-down menu, select the type of time off, either :guilabel:`Worked Time` or :guilabel:`Absence`. :guilabel:`Worked Time` indicates the time off taken counts toward worked time for any type of accrual the employee is working towards, whereas :guilabel:`Absence` does not count toward any type of accrual." msgstr "" -#: ../../content/applications/hr/time_off.rst:175 +#: ../../content/applications/hr/time_off.rst:176 msgid ":guilabel:`Company`: If multiple companies are created in the database, and this time off type only applies to one company, select the company from the drop-down menu. If this field is left blank, the time off type applies to all companies in the database. This field **only** appears in a multi-company database." msgstr "" -#: ../../content/applications/hr/time_off.rst:181 +#: ../../content/applications/hr/time_off.rst:182 msgid "Negative cap section" msgstr "" -#: ../../content/applications/hr/time_off.rst:183 +#: ../../content/applications/hr/time_off.rst:184 msgid "Enable the :guilabel:`Allow Negative Cap` option if employees are able to request more time off than they currently have, allowing a negative balance. If enabled, an :guilabel:`Maximum Excess Amount` field appears. In this field, enter the maximum amount of negative time allowed, in days." msgstr "" -#: ../../content/applications/hr/time_off.rst:188 +#: ../../content/applications/hr/time_off.rst:189 msgid "Sara currently has three days of the time off type `Vacation`. She is planning a trip that requires five days of time off." msgstr "" -#: ../../content/applications/hr/time_off.rst:191 +#: ../../content/applications/hr/time_off.rst:192 msgid "The `Vacation` time off type has the :guilabel:`Allow Negative Cap` option enabled, and the :guilabel:`Maximum Excess Amount` is set to five." msgstr "" -#: ../../content/applications/hr/time_off.rst:194 +#: ../../content/applications/hr/time_off.rst:195 msgid "These settings allow Sara to submit a request for five days of the `Vacation` time off type. If approved, her `Vacation` time off balance will be negative two (-2) days." msgstr "" @@ -21720,43 +22873,43 @@ msgid "The top half of the time off type form, with all the information filled o "off." msgstr "" -#: ../../content/applications/hr/time_off.rst:202 +#: ../../content/applications/hr/time_off.rst:203 msgid "Payroll section" msgstr "" -#: ../../content/applications/hr/time_off.rst:204 +#: ../../content/applications/hr/time_off.rst:205 msgid "If the time off type should create :doc:`../hr/payroll/work_entries` in the **Payroll** app, select the :guilabel:`Work Entry Type` from the drop-down list." msgstr "" -#: ../../content/applications/hr/time_off.rst:208 +#: ../../content/applications/hr/time_off.rst:209 msgid "Timesheets section" msgstr "" -#: ../../content/applications/hr/time_off.rst:211 +#: ../../content/applications/hr/time_off.rst:212 msgid "The :guilabel:`Timesheets` section only appears if the user is in developer mode. Refer to the :ref:`developer-mode` document for details on how to access the developer mode." msgstr "" -#: ../../content/applications/hr/time_off.rst:214 +#: ../../content/applications/hr/time_off.rst:215 msgid "When an employee takes time off, and is also using timesheets, Odoo creates entries in the **Timesheets** app for the time off. This section defines how they are entered." msgstr "" -#: ../../content/applications/hr/time_off.rst:217 +#: ../../content/applications/hr/time_off.rst:218 msgid ":guilabel:`Project`: Select the project the time off type entries appear in." msgstr "" -#: ../../content/applications/hr/time_off.rst:218 +#: ../../content/applications/hr/time_off.rst:219 msgid ":guilabel:`Task`: Select the task that appears in the timesheet for this time off type. The default options are: :guilabel:`Time Off`, :guilabel:`Meeting`, or :guilabel:`Training`." msgstr "" -#: ../../content/applications/hr/time_off.rst:222 +#: ../../content/applications/hr/time_off.rst:223 msgid "Display option section" msgstr "" -#: ../../content/applications/hr/time_off.rst:224 +#: ../../content/applications/hr/time_off.rst:225 msgid ":guilabel:`Color`: Select a color to be used in the **Time Off** app dashboard." msgstr "" -#: ../../content/applications/hr/time_off.rst:225 +#: ../../content/applications/hr/time_off.rst:226 msgid ":guilabel:`Cover Image`: Select an icon to be used in the **Time Off** app dashboard." msgstr "" @@ -21765,75 +22918,75 @@ msgid "The lower half of the time off type form, with all the information filled "off." msgstr "" -#: ../../content/applications/hr/time_off.rst:234 +#: ../../content/applications/hr/time_off.rst:235 msgid "Accrual plans" msgstr "" -#: ../../content/applications/hr/time_off.rst:236 +#: ../../content/applications/hr/time_off.rst:237 msgid "Some time off is earned through an accrual plan, meaning that for every specified amount of time an employee works (hour, day, week, etc), they earn or *accrue* a specified amount of time off." msgstr "" -#: ../../content/applications/hr/time_off.rst:240 +#: ../../content/applications/hr/time_off.rst:241 msgid "If an employee accrues a vacation day for every week they work, they would earn 0.2 vacation days for each hour they work. At the end of a forty hour work week, they would earn one whole vacation day (8 hours)." msgstr "" -#: ../../content/applications/hr/time_off.rst:245 +#: ../../content/applications/hr/time_off.rst:246 msgid "Create accrual plan" msgstr "" -#: ../../content/applications/hr/time_off.rst:247 +#: ../../content/applications/hr/time_off.rst:248 msgid "To create a new accrual plan, navigate to :menuselection:`Time Off app --> Configuration --> Accrual Plans`. Then, click the :guilabel:`New` button, which reveals a blank accrual plan form." msgstr "" -#: ../../content/applications/hr/time_off.rst:252 +#: ../../content/applications/hr/time_off.rst:253 msgid ":guilabel:`Name`: Enter the accrual plan name." msgstr "" -#: ../../content/applications/hr/time_off.rst:253 +#: ../../content/applications/hr/time_off.rst:254 msgid ":guilabel:`Accrued Gain Time`: Select when the employee begins to accrue time off, either :guilabel:`At the start of the accrual period` or :guilabel:`At the end of the accrual period`." msgstr "" -#: ../../content/applications/hr/time_off.rst:255 +#: ../../content/applications/hr/time_off.rst:256 msgid ":guilabel:`Carry-Over Time`: Select when the employee received previously earned time. The options are:" msgstr "" -#: ../../content/applications/hr/time_off.rst:258 +#: ../../content/applications/hr/time_off.rst:259 msgid ":guilabel:`At the start of the year`: Select this if the accrual rolls over on January 1 of the upcoming year." msgstr "" -#: ../../content/applications/hr/time_off.rst:260 +#: ../../content/applications/hr/time_off.rst:261 msgid ":guilabel:`At the allocation date`: Select this if the accrual rolls over as soon as time is allocated to the employee." msgstr "" -#: ../../content/applications/hr/time_off.rst:262 +#: ../../content/applications/hr/time_off.rst:263 msgid ":guilabel:`Other`: Select this option if neither of the other two options are applicable. When selected, a :guilabel:`Carry-Over Date` field appears. Select the date using the two drop-down menus, one for the day and one for the month." msgstr "" -#: ../../content/applications/hr/time_off.rst:266 +#: ../../content/applications/hr/time_off.rst:267 msgid ":guilabel:`Based on worked time`: Enable this option if time off accrual is determined by the employee's worked hours. Days **not** considered as worked time do **not** contribute to the accrual plan in Odoo." msgstr "" -#: ../../content/applications/hr/time_off.rst:271 +#: ../../content/applications/hr/time_off.rst:272 msgid "An employee is granted time off from an accrual plan configured to accrue one day of vacation for every five days worked. The accrual plan is based on the employee's worked time (the :guilabel:`Based on worked time` checkbox is ticked), which means they **only** earn vacation time for the five weekdays they work, *not* the entire seven day week period." msgstr "" -#: ../../content/applications/hr/time_off.rst:276 +#: ../../content/applications/hr/time_off.rst:277 msgid "The employee works standard 40-hour weeks. According to the accrual plan, they should earn four vacation days per month." msgstr "" -#: ../../content/applications/hr/time_off.rst:279 +#: ../../content/applications/hr/time_off.rst:280 msgid "The employee takes five days off using a :ref:`time off type ` with the :guilabel:`Kind of Time Off` set as an :guilabel:`Absence`. Because the plan grants vacation only for worked time, those five days do not count toward accrual." msgstr "" -#: ../../content/applications/hr/time_off.rst:283 +#: ../../content/applications/hr/time_off.rst:284 msgid "As a result, the employee accrues only three vacation days that month instead of four." msgstr "" -#: ../../content/applications/hr/time_off.rst:285 +#: ../../content/applications/hr/time_off.rst:286 msgid ":guilabel:`Milestone Transition`: This field is **only** visible after a minimum of two :ref:`rules ` have been configured on the accrual plan. This selection determines when employees move up to a new milestone. If they qualify to change milestones in the middle of a pay period, decide whether the employee changes milestones :guilabel:`Immediately` or :guilabel:`After this accrual's period` (after the current pay period)." msgstr "" -#: ../../content/applications/hr/time_off.rst:290 +#: ../../content/applications/hr/time_off.rst:291 msgid ":guilabel:`Company`: This field **only** appears in a multi-company database. Using the drop-down menu, select the company the accrual plan applies to. If left blank, the accrual plan is available for all companies." msgstr "" @@ -21841,135 +22994,135 @@ msgstr "" msgid "An accrual plan form with all the entries filled out." msgstr "" -#: ../../content/applications/hr/time_off.rst:302 +#: ../../content/applications/hr/time_off.rst:303 msgid "Rules must be created in order for employees to accrue time off from the accrual plan." msgstr "" -#: ../../content/applications/hr/time_off.rst:304 +#: ../../content/applications/hr/time_off.rst:305 msgid "To create a new rule, click the :guilabel:`New Milestone` button in the gray :guilabel:`Rules` section, and a :guilabel:`Create Milestone` modal form appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:311 +#: ../../content/applications/hr/time_off.rst:312 msgid ":guilabel:`Employee accrue`: Select the parameters for earned time off in this section." msgstr "" -#: ../../content/applications/hr/time_off.rst:313 +#: ../../content/applications/hr/time_off.rst:314 msgid "First, select either :guilabel:`Days` or :guilabel:`Hours` for the increment of accrued time using the drop-down menu." msgstr "" -#: ../../content/applications/hr/time_off.rst:316 +#: ../../content/applications/hr/time_off.rst:317 msgid "Next, enter the numerical amount of the selected parameter that is accrued. The numerical format is `X.XXXX`, so that partial days or hours can also be configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:319 +#: ../../content/applications/hr/time_off.rst:320 msgid "Last, select how often the time is accrued using the drop-down menu. The default options are :guilabel:`Hourly`, :guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Twice a month`, :guilabel:`Monthly`, :guilabel:`Twice a year`, and :guilabel:`Yearly`." msgstr "" -#: ../../content/applications/hr/time_off.rst:323 +#: ../../content/applications/hr/time_off.rst:324 msgid "Depending on which option is selected, additional fields may appear. For example, if :guilabel:`Twice a month` is selected, two additional fields appear, to specify the two days of each month the milestone occurs." msgstr "" -#: ../../content/applications/hr/time_off.rst:326 +#: ../../content/applications/hr/time_off.rst:327 msgid ":guilabel:`Cap accrued time`: If there is a maximum amount of time the employee can accrue with this plan, enable this option." msgstr "" -#: ../../content/applications/hr/time_off.rst:329 +#: ../../content/applications/hr/time_off.rst:330 msgid "When enabled, two additional fields appear to the right of the checkbox. The second field is populated with either :guilabel:`Days` or :guilabel:`Hours`, matching the selection made in the :ref:`Employee Accrue ` section." msgstr "" -#: ../../content/applications/hr/time_off.rst:333 +#: ../../content/applications/hr/time_off.rst:334 msgid "Enter a numerical value in the first field to specify the maximum amount of time that can be accrued, in the specified increments." msgstr "" -#: ../../content/applications/hr/time_off.rst:335 +#: ../../content/applications/hr/time_off.rst:336 msgid ":guilabel:`Start Accruing`: Enter the number and value of the time period that must pass before the employee starts to accumulate time off." msgstr "" -#: ../../content/applications/hr/time_off.rst:338 +#: ../../content/applications/hr/time_off.rst:339 msgid "Use the first field to enter a numerical value, then set the second field to the desired time increment (either :guilabel:`Days`, :guilabel:`Months`, or :guilabel:`Years`)." msgstr "" -#: ../../content/applications/hr/time_off.rst:340 +#: ../../content/applications/hr/time_off.rst:341 msgid ":guilabel:`Carry over`: select how any unused time off is handled. The options are either:" msgstr "" -#: ../../content/applications/hr/time_off.rst:342 +#: ../../content/applications/hr/time_off.rst:343 msgid ":guilabel:`None. Accrued time reset to 0`: Any unused time off is lost." msgstr "" -#: ../../content/applications/hr/time_off.rst:343 +#: ../../content/applications/hr/time_off.rst:344 msgid ":guilabel:`All accrued time carried over`: All unused time off is rolled over to the next calendar year." msgstr "" -#: ../../content/applications/hr/time_off.rst:345 +#: ../../content/applications/hr/time_off.rst:346 msgid ":guilabel:`Carry over with a maximum`: Unused time off is rolled over to the next calendar year, but there is a cap. An :guilabel:`Up to` field appears if this is selected." msgstr "" -#: ../../content/applications/hr/time_off.rst:348 +#: ../../content/applications/hr/time_off.rst:349 msgid "Enter the maximum number of :guilabel:`Hours` or :guilabel:`Days` that can roll over to the following year. The presented time increment is determined by how the :ref:`Employee Accrue ` section is configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:352 +#: ../../content/applications/hr/time_off.rst:353 msgid "Any time off beyond this parameter is lost." msgstr "" -#: ../../content/applications/hr/time_off.rst:355 +#: ../../content/applications/hr/time_off.rst:356 msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrued time reset to 0`, that rule *overrides* the :guilabel:`Carry-Over Time` set on the accrual plan." msgstr "" -#: ../../content/applications/hr/time_off.rst:358 +#: ../../content/applications/hr/time_off.rst:359 msgid "If a company creates an accrual plan, granting employees time off :guilabel:`At the start of the accrual period` (i.e., the beginning of the year), and sets the :guilabel:`Carry-Over Time` on the *accrual plan* to :guilabel:`At the start of the year`, it allows unused vacation time to rollover to the following year." msgstr "" -#: ../../content/applications/hr/time_off.rst:363 +#: ../../content/applications/hr/time_off.rst:364 msgid "Then, the company adds rules to the accrual plan, allocating five days of vacation, annually, on the first of the year (one week of vacation allocated on January 1st)." msgstr "" -#: ../../content/applications/hr/time_off.rst:366 +#: ../../content/applications/hr/time_off.rst:367 msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrual time reset to 0` on the :guilabel:`Create Milestone` pop-up for, any unused vacation time *does not* carry over, even though on the :guilabel:`Accrual Plan` form, the :guilabel:`Carry-Over Time` is set to :guilabel:`At the start of the year`." msgstr "" -#: ../../content/applications/hr/time_off.rst:371 +#: ../../content/applications/hr/time_off.rst:372 msgid "The carry over set on the *rule* takes precedence over the carry over set on the *accrual plan form*." msgstr "" -#: ../../content/applications/hr/time_off.rst:374 +#: ../../content/applications/hr/time_off.rst:375 msgid ":guilabel:`Milestone cap`: Tick this checkbox to set a limit on the total amount of time that can be accrued every calendar year. Enter the total maximum number of :guilabel:`Hours` or :guilabel:`Days` the employee can accrue during a year. The presented time increment is determined by how the :ref:`Employee Accrue ` section is configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:379 +#: ../../content/applications/hr/time_off.rst:380 msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrued time reset to 0`, the :guilabel:`Milestone cap` field does not appear." msgstr "" -#: ../../content/applications/hr/time_off.rst:381 +#: ../../content/applications/hr/time_off.rst:382 msgid ":guilabel:`Carry Over Validity`: Tick this checkbox to set a time-limit on how long the employee has to use any rolled over time off. First, set the second field to the desired time-period using the drop-down menu, either :guilabel:`Days` or :guilabel:`Months`." msgstr "" -#: ../../content/applications/hr/time_off.rst:385 +#: ../../content/applications/hr/time_off.rst:386 msgid "Next, enter the maximum number of :guilabel:`Days` or :guilabel:`Months` the employee has to use their rolled over time off. After that time period passes, any unused rolled over time will expire." msgstr "" -#: ../../content/applications/hr/time_off.rst:389 +#: ../../content/applications/hr/time_off.rst:390 msgid "If the :guilabel:`Carry over` field is set to :guilabel:`None. Accrued time reset to 0`, the :guilabel:`Carry Over Validity` field does not appear." msgstr "" -#: ../../content/applications/hr/time_off.rst:392 +#: ../../content/applications/hr/time_off.rst:393 msgid "Once the form is completed, click :guilabel:`Save & Close` to save the :guilabel:`Create Milestone` form, and close the modal, or click :guilabel:`Save & New` to save the form and create another milestone. Add as many milestones as desired." msgstr "" -#: ../../content/applications/hr/time_off.rst:397 +#: ../../content/applications/hr/time_off.rst:398 msgid "This milestone form is configured so the employee earns five days a year. They start to earn this time yearly, on January 1st." msgstr "" -#: ../../content/applications/hr/time_off.rst:400 +#: ../../content/applications/hr/time_off.rst:401 msgid "The employee can never accrue more than 120 days of time off with this accrual plan. Anytime they have 120 days banked, they will stop accruing more time off." msgstr "" -#: ../../content/applications/hr/time_off.rst:403 +#: ../../content/applications/hr/time_off.rst:404 msgid "Additionally, they can roll over up to 100 days of time off to the next year, and they have three months to use that rollover time." msgstr "" -#: ../../content/applications/hr/time_off.rst:406 +#: ../../content/applications/hr/time_off.rst:407 msgid "Note that due to the :guilabel:`Capped accrued time` of 120 days, the employee cannot carry over any time off that exceeds 120 days in total." msgstr "" @@ -21977,80 +23130,80 @@ msgstr "" msgid "A milestone form with all the entries filled out." msgstr "" -#: ../../content/applications/hr/time_off.rst:415 +#: ../../content/applications/hr/time_off.rst:416 msgid "Public holidays" msgstr "" -#: ../../content/applications/hr/time_off.rst:417 +#: ../../content/applications/hr/time_off.rst:418 msgid "Since holidays vary from country to country, or even city to city, there are no public holidays preconfigured in Odoo. To observe public or national holidays, and provide extra days off as holidays to employees, configure the observed public holidays in Odoo." msgstr "" -#: ../../content/applications/hr/time_off.rst:421 +#: ../../content/applications/hr/time_off.rst:422 msgid "It is important to configure public holidays in Odoo, so employees are aware of the days they have off, and do not request time off on days that are already set as a public holiday (non-working days)." msgstr "" -#: ../../content/applications/hr/time_off.rst:425 +#: ../../content/applications/hr/time_off.rst:426 msgid "Additionally, all public holidays configured in the **Time Off** app are also reflected in any app that uses working schedules, such as **Calendar**, **Planning**, **Manufacturing**, and more." msgstr "" -#: ../../content/applications/hr/time_off.rst:428 +#: ../../content/applications/hr/time_off.rst:429 msgid "Due to Odoo's integration with other apps that use working schedules, it is considered best practice to ensure *all* public holidays are configured." msgstr "" -#: ../../content/applications/hr/time_off.rst:432 +#: ../../content/applications/hr/time_off.rst:433 msgid "Create public holidays" msgstr "" -#: ../../content/applications/hr/time_off.rst:434 +#: ../../content/applications/hr/time_off.rst:435 msgid "To create a public holiday, navigate to :menuselection:`Time Off app --> Configuration --> Public Holidays`. All currently configured public holidays appear in a default list view." msgstr "" -#: ../../content/applications/hr/time_off.rst:437 +#: ../../content/applications/hr/time_off.rst:438 msgid "Click the :guilabel:`New` button, and a new line appears at the bottom of the list." msgstr "" -#: ../../content/applications/hr/time_off.rst:439 -#: ../../content/applications/hr/time_off.rst:501 +#: ../../content/applications/hr/time_off.rst:440 +#: ../../content/applications/hr/time_off.rst:502 msgid "Enter the following information on that new line:" msgstr "" -#: ../../content/applications/hr/time_off.rst:441 +#: ../../content/applications/hr/time_off.rst:442 msgid ":guilabel:`Name`: Enter the name of the holiday." msgstr "" -#: ../../content/applications/hr/time_off.rst:442 +#: ../../content/applications/hr/time_off.rst:443 msgid ":guilabel:`Company`: If in a multi-company database, the current company populates this field by default. It is **not** possible to edit this field." msgstr "" -#: ../../content/applications/hr/time_off.rst:446 +#: ../../content/applications/hr/time_off.rst:447 msgid "The :guilabel:`Company` field is hidden, by default. To view this field, click the :icon:`oi-settings-adjust` :guilabel:`(settings adjusts)` icon in the top-right corner of the list, to the far-right of the column titles, and activate the :guilabel:`Company` selection from the drop-down menu that appears." msgstr "" -#: ../../content/applications/hr/time_off.rst:451 +#: ../../content/applications/hr/time_off.rst:452 msgid ":guilabel:`Start Date`: Using the date and time picker, select the date and time the holiday starts, then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for the current date. The start time is set according to the start time for the company (according to the :ref:`working schedules `). If the user's computer is set to a different time zone, the start time is adjusted accordingly, compared to the company's time zone." msgstr "" -#: ../../content/applications/hr/time_off.rst:456 +#: ../../content/applications/hr/time_off.rst:457 msgid ":guilabel:`End Date`: Using the date and time picker, select the date and time the holiday ends, then click :icon:`fa-check` :guilabel:`Apply`. By default, this field is configured for the current date, and the time is set to the end time for the company (according to the :ref:`working schedules `). If the user's computer is set to a different time zone, the start time is adjusted accordingly, compared to the company's time zone." msgstr "" -#: ../../content/applications/hr/time_off.rst:463 +#: ../../content/applications/hr/time_off.rst:464 msgid "A company located in San Francisco operates from 9:00 AM - 6:00 PM, with an eight hour work day and one hour lunch break." msgstr "" -#: ../../content/applications/hr/time_off.rst:466 +#: ../../content/applications/hr/time_off.rst:467 msgid "For a user in New York, with a computer time zone set to Eastern Standard Time, a created public holiday displays a start time of 12:00 PM - 9:00 PM, accounting for the three hour time zone difference." msgstr "" -#: ../../content/applications/hr/time_off.rst:470 +#: ../../content/applications/hr/time_off.rst:471 msgid "Similarly, a user located in Los Angeles, with a computer time zone set to Pacific Standard Time, sees a public holiday time as 9:00 AM - 6:00 PM." msgstr "" -#: ../../content/applications/hr/time_off.rst:473 +#: ../../content/applications/hr/time_off.rst:474 msgid ":guilabel:`Working Hours`: If the holiday should only apply to employees who have a specific set of working hours, select the working hours from the drop-down menu. If left blank, the holiday applies to all employees." msgstr "" -#: ../../content/applications/hr/time_off.rst:476 +#: ../../content/applications/hr/time_off.rst:477 msgid ":guilabel:`Work Entry Type`: If using the **Payroll** app, this field defines how the :ref:`work entries ` for the holiday appear. Select the work entry type from the drop-down menu." msgstr "" @@ -22058,59 +23211,59 @@ msgstr "" msgid "The list of public holidays in the configuration menu." msgstr "" -#: ../../content/applications/hr/time_off.rst:484 +#: ../../content/applications/hr/time_off.rst:485 msgid "Mandatory days" msgstr "" -#: ../../content/applications/hr/time_off.rst:486 +#: ../../content/applications/hr/time_off.rst:487 msgid "Some companies have special days where specific departments, or the entire staff, is required to be present, and time off is not allowed on those specific days." msgstr "" -#: ../../content/applications/hr/time_off.rst:489 +#: ../../content/applications/hr/time_off.rst:490 msgid "These types of days are called *mandatory days* in Odoo. These can be configured to be company-wide, or department specific. When configured, employees in the specified department or company are unable to submit time off requests for these mandatory days." msgstr "" -#: ../../content/applications/hr/time_off.rst:494 +#: ../../content/applications/hr/time_off.rst:495 msgid "Create mandatory days" msgstr "" -#: ../../content/applications/hr/time_off.rst:496 +#: ../../content/applications/hr/time_off.rst:497 msgid "No mandatory days are configured in Odoo by default. To create a mandatory day, navigate to :menuselection:`Time Off app --> Configuration --> Mandatory Days`." msgstr "" -#: ../../content/applications/hr/time_off.rst:499 +#: ../../content/applications/hr/time_off.rst:500 msgid "Click the :guilabel:`New` button in the top-left corner, and a blank line appears in the list." msgstr "" -#: ../../content/applications/hr/time_off.rst:503 +#: ../../content/applications/hr/time_off.rst:504 msgid ":guilabel:`Name`: Enter the name of the mandatory day." msgstr "" -#: ../../content/applications/hr/time_off.rst:504 +#: ../../content/applications/hr/time_off.rst:505 msgid ":guilabel:`Company`: If in a multi-company database, this field is visible, and the current company populates this field, by default. Using the drop-down menu, select the company the mandatory day is for." msgstr "" -#: ../../content/applications/hr/time_off.rst:507 +#: ../../content/applications/hr/time_off.rst:508 msgid ":guilabel:`Departments`: This column is hidden by default. First, click the :icon:`oi-settings-adjust` :guilabel:`(additional options)` icon in the top-right corner, next to :guilabel:`Color`, and then tick the checkbox next to :guilabel:`Departments` to reveal that column." msgstr "" -#: ../../content/applications/hr/time_off.rst:512 +#: ../../content/applications/hr/time_off.rst:513 msgid "Next, select the desired departments from the drop-down menu. Multiple departments can be selected, and there is no limit to the amount of departments that can be added." msgstr "" -#: ../../content/applications/hr/time_off.rst:515 +#: ../../content/applications/hr/time_off.rst:516 msgid "If this field is left blank, the mandatory day applies to the entire company." msgstr "" -#: ../../content/applications/hr/time_off.rst:516 +#: ../../content/applications/hr/time_off.rst:517 msgid ":guilabel:`Start Date`: Using the calendar picker, select the date the mandatory day starts." msgstr "" -#: ../../content/applications/hr/time_off.rst:517 +#: ../../content/applications/hr/time_off.rst:518 msgid ":guilabel:`End Date`: Using the calendar picker, select the date the mandatory day ends. If creating a single mandatory day, the end date should be the same as the start date." msgstr "" -#: ../../content/applications/hr/time_off.rst:519 +#: ../../content/applications/hr/time_off.rst:520 msgid ":guilabel:`Color`: If desired, select a color from the available presented options. If no color is desired, select the `No color` option, represented by a white box with. The selected color appears on the main **Time Off** app dashboard, in both the calendar and in the legend." msgstr "" @@ -22118,43 +23271,43 @@ msgstr "" msgid "The Mandatory Days section with three configured days." msgstr "" -#: ../../content/applications/hr/time_off.rst:529 +#: ../../content/applications/hr/time_off.rst:530 msgid "To view a color-coded schedule of the user's time off, and/or of the team managed by them, navigate to :menuselection:`Time Off app --> Overview`. This presents a calendar with the default filter of `My Team`, in a quarterly (three month) view." msgstr "" -#: ../../content/applications/hr/time_off.rst:533 +#: ../../content/applications/hr/time_off.rst:534 msgid "To change the time period displayed, click on the :icon:`fa-calendar` :guilabel:`(time period)` button to reveal a drop-down menu. Then, select either :guilabel:`Today`, :guilabel:`This week`, :guilabel:`This month`, :guilabel:`This year`, or a custom time period, to present the calendar in that corresponding view." msgstr "" -#: ../../content/applications/hr/time_off.rst:538 +#: ../../content/applications/hr/time_off.rst:539 msgid "To navigate forward or backward in time, in the selected increment (:guilabel:`Month`, :guilabel:`Week`, etc.), click the :icon:`oi-arrow-left` :guilabel:`(left arrow)` or :icon:`oi-arrow-right` :guilabel:`(right arrow)` buttons to move either forward or backward in that specified amount of time. For example, if :guilabel:`Month` is selected, the arrows adjust the view by one month." msgstr "" -#: ../../content/applications/hr/time_off.rst:544 +#: ../../content/applications/hr/time_off.rst:545 msgid "To return to a view containing the current day, click the :icon:`fa-crosshairs` :guilabel:`(Focus Today)` button at any time." msgstr "" -#: ../../content/applications/hr/time_off.rst:547 +#: ../../content/applications/hr/time_off.rst:548 msgid "Team members are listed alphabetically on individual lines, and their requested time off, regardless of the status (*validated* or *to approve*), is visible on the calendar." msgstr "" -#: ../../content/applications/hr/time_off.rst:550 +#: ../../content/applications/hr/time_off.rst:551 msgid "Each employee is color-coded. The employee's color is selected at random, and does *not* correspond to the type of time off they requested." msgstr "" -#: ../../content/applications/hr/time_off.rst:553 +#: ../../content/applications/hr/time_off.rst:554 msgid "The status of the time off is represented by the color detail of the request, either appearing solid (*validated*) or striped (*to approve*)." msgstr "" -#: ../../content/applications/hr/time_off.rst:556 +#: ../../content/applications/hr/time_off.rst:557 msgid "The number of days or hours requested is written on the request (if there is enough space)." msgstr "" -#: ../../content/applications/hr/time_off.rst:558 +#: ../../content/applications/hr/time_off.rst:559 msgid "At the bottom of the calendar, in the :guilabel:`Total` line, a bar graph shows how many people are projected to be out on any given day. The number on each individual bar represents the number of employees out for those highlighted days." msgstr "" -#: ../../content/applications/hr/time_off.rst:562 +#: ../../content/applications/hr/time_off.rst:563 msgid "Click on a time off entry to view the details for the specific time off entry. The total number of hours or days are listed, along with the start and end time of the time off. To view the details of the time off request in a modal, click the :guilabel:`View` button." msgstr "" @@ -22162,115 +23315,26 @@ msgstr "" msgid "Overview of the user's team, with time off requests shown." msgstr "" -#: ../../content/applications/hr/time_off.rst:574 -msgid "The reporting feature allows users to view time off for their team, either by employee or type of time off. This allows users to see which employees are taking time off, how much time off they are taking, and what time off types are being used." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:578 -msgid "Any report can be added to a spreadsheet, when in either the :icon:`fa-area-chart` :guilabel:`(Graph)` or :icon:`oi-view-pivot` :guilabel:`(Pivot)` view, through the *Insert in Spreadsheet* button that appears in the top-left of a report." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:583 -msgid "If the **Documents** app is installed, an option to add the report to a spreadsheet appears. If not, the report can be added to a *Dashboard*." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:587 -msgid "By employee" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:589 -msgid "To view a list of employee time off requests, navigate to :menuselection:`Time Off app --> Reporting --> by Employee`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:592 -msgid "The default report presents the current year's data in a list view, displaying all the employees in alphabetical order. Each employee's line is collapsed by default. To expand a line, click anywhere on the line." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:596 -msgid "The view expands, and has the time off requests organized by time off type. Click anywhere on a time off type line to expand it, and view all the individual time off requests that fall under that type." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:599 -msgid "The information shown in the list includes: the :guilabel:`Employee` name, :guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:-1 -msgid "Report of time off, shown by each employee in a list view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:606 -msgid "The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that specific way. The various options are a :icon:`oi-view-list` :guilabel:`(List)`, or default view, :icon:`fa-area-chart` :guilabel:`(Graph)`, :icon:`oi-view-pivot` :guilabel:`(Pivot)` table, or :icon:`fa-calendar` :guilabel:`(Calendar)` view." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:611 -msgid "When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports and their various options, refer to the :doc:`reporting <../essentials/reporting>` documentation." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:616 -msgid "By type" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:618 -msgid "To view a graph of all time off, organized by time off type, navigate to :menuselection:`Time Off app --> Reporting --> by Type`. This shows all time off requests in a default bar chart." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:621 -msgid "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific time off type." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:-1 -msgid "The various time off types, and how many days requested, in a bar chart. Details are\n" -"highlighted in a red box." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:627 -msgid "Click on a bar to go to a detailed list view of all the time off requests for that time off type." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:629 -msgid "Each request is listed, with the following information displayed: the :guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and the :guilabel:`Description`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:633 -msgid "The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that way. The various options are a :icon:`fa-area-chart` :guilabel:`(Graph)` (the default view), :icon:`oi-view-list` :guilabel:`(List)`, or :icon:`oi-view-pivot` :guilabel:`(Pivot)` table." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:638 -msgid "When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports, and their various options, refer to the :doc:`reporting <../essentials/reporting>` documentation." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:643 -msgid "Balance" -msgstr "" - -#: ../../content/applications/hr/time_off.rst:645 -msgid "To view a pivot table of all time off balances, organized by time off type, then further organized by how many days and hours are :guilabel:`Left` and :guilabel:`Planned`, navigate to :menuselection:`Time Off app --> Reporting --> Balance`." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:649 -msgid "This shows all time off balances in a default pivot table. The employees populate the rows, while the various time off types and balances populate the columns." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:-1 -msgid "The various time off balances, in a pivot table." -msgstr "" - -#: ../../content/applications/hr/time_off.rst:656 +#: ../../content/applications/hr/time_off.rst:571 msgid ":doc:`time_off/allocations`" msgstr "" -#: ../../content/applications/hr/time_off.rst:657 +#: ../../content/applications/hr/time_off.rst:572 msgid ":doc:`time_off/request_time_off`" msgstr "" -#: ../../content/applications/hr/time_off.rst:658 +#: ../../content/applications/hr/time_off.rst:573 msgid ":doc:`time_off/my_time`" msgstr "" -#: ../../content/applications/hr/time_off.rst:659 +#: ../../content/applications/hr/time_off.rst:574 msgid ":doc:`time_off/management`" msgstr "" +#: ../../content/applications/hr/time_off.rst:575 +msgid ":doc:`time_off/reporting`" +msgstr "" + #: ../../content/applications/hr/time_off/allocations.rst:3 msgid "Allocations" msgstr "" @@ -22793,90 +23857,199 @@ msgstr "" msgid "My Allocations list view with all requests." msgstr "" +#: ../../content/applications/hr/time_off/reporting.rst:5 +msgid "The **Time Off** app's reporting feature lets managers view team time off by employee, type, or remaining balances. This allows managers to see :ref:`who is taking time off, how much they have used `, :ref:`which types are more commonly used `, and :ref:`how much each employee still has available `." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:10 +msgid "Any report can be added to a spreadsheet, when in either the :icon:`fa-area-chart` :guilabel:`(Graph)` or :icon:`oi-view-pivot` :guilabel:`(Pivot)` view, through the *Insert in Spreadsheet* button that appears in the top-left of a report." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:15 +msgid "If the **Documents** app is installed, an option to add the report to a spreadsheet appears. If not, the report can be added to a *Dashboard*." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:21 +msgid "By employee" +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:23 +msgid "Viewing time off by employee helps managers track usage patterns, monitor remaining balances, ensure policy compliance, and plan coverage for upcoming absences. To view a list of employee time off requests, navigate to :menuselection:`Time Off app --> Reporting --> by Employee`." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:27 +msgid "The default report presents the current year's data in a list view, displaying all the employees in alphabetical order. Each employee's line is collapsed by default. To expand a line, click anywhere on the line." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:31 +msgid "The view expands, and has the time off requests organized by time off type. Click anywhere on a time off type line to expand it, and view all the individual time off requests that fall under that type." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:34 +msgid "The information shown in the list includes: the :guilabel:`Employee` name, :guilabel:`Number of Days` off requested, the :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and :guilabel:`Description`." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:-1 +msgid "Report of time off, shown by each employee in a list view." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:41 +msgid "The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that specific way. The various options are a :icon:`oi-view-list` :guilabel:`(List)`, or default view, :icon:`fa-area-chart` :guilabel:`(Graph)`, :icon:`oi-view-pivot` :guilabel:`(Pivot)` table, or :icon:`fa-calendar` :guilabel:`(Calendar)` view." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:46 +msgid "When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports and their various options, refer to the :doc:`reporting <../../essentials/reporting>` documentation." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:53 +msgid "By type" +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:55 +msgid "Viewing company-wide time off by type can help managers determine if employees are using their time off, which types are used more than others, and can spot any trends. High totals in certain time off types, like sick time off, can indicate health or morale concerns." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:59 +msgid "To view a graph of all time off, organized by time off type, navigate to :menuselection:`Time Off app --> Reporting --> by Type`. This shows all time off requests in a default bar chart." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:62 +msgid "Hover over a bar to view the :guilabel:`Duration (Days)` of that specific time off type." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:-1 +msgid "The various time off types, and how many days requested, in a bar chart. Details are\n" +"highlighted in a red box." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:68 +msgid "Click on a bar to go to a detailed list view of all the time off requests for that time off type." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:70 +msgid "Each request is listed, with the following information displayed: the :guilabel:`Employee`, :guilabel:`Number of Days`, :guilabel:`Request Type`, :guilabel:`Start Date`, :guilabel:`End Date`, :guilabel:`Status`, and the :guilabel:`Description`." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:74 +msgid "The report can be displayed in other ways, as well. Click the corresponding button option in the top-right corner of the page to view the data in that way. The various options are a :icon:`fa-area-chart` :guilabel:`(Graph)` (the default view), :icon:`oi-view-list` :guilabel:`(List)`, or :icon:`oi-view-pivot` :guilabel:`(Pivot)` table." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:79 +msgid "When a selection has been made, additional options appear for that particular selection. For more detailed information on the reports, and their various options, refer to the :doc:`reporting <../../essentials/reporting>` documentation." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:86 +msgid "Balance" +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:88 +msgid "When some time off types have restrictions, such as rollover rules and balance limits, viewing time off balances can help managers see a high-level overview of time off. If certain employees have a lot of time that will expire soon, they can inform their employees and adjust scheduled accordingly to be prepared for their absences." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:93 +msgid "To view a pivot table of all time off balances, organized by time off type, then further organized by how many days and hours are :guilabel:`Left` and :guilabel:`Planned`, navigate to :menuselection:`Time Off app --> Reporting --> Balance`." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:97 +msgid "This shows all time off balances in a default pivot table. The employees populate the rows, while the various time off types and balances populate the columns." +msgstr "" + +#: ../../content/applications/hr/time_off/reporting.rst:-1 +msgid "The various time off balances, in a pivot table." +msgstr "" + #: ../../content/applications/hr/time_off/request_time_off.rst:3 msgid "Request time off" msgstr "" #: ../../content/applications/hr/time_off/request_time_off.rst:5 -msgid "Once time off has been allocated to an employee, a request to use it can be submitted." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:7 -msgid "Time off can be requested in one of two ways: either from the main *Time Off* application :guilabel:`Dashboard` (:menuselection:`Time Off app --> My Time --> Dashboard`), or from the :guilabel:`My Time Off` dashboard view (:menuselection:`Time Off app --> My Time --> My Time Off`)." +msgid "When employees wish to take time off, they first submit a time off request through the **Time Off** application. Once their request has been submitted, it is then reviewed by either the employee's manager or their time off officer (depending on who the employee's :ref:`time off approver is `)." msgstr "" #: ../../content/applications/hr/time_off/request_time_off.rst:11 -msgid "To create a new request for time off, click the :guilabel:`New` button on either the main *Time Off* :guilabel:`Dashboard` or the :guilabel:`My Time Off` dashboard, in the default list view." +msgid "If the time off type the employee is requesting :ref:`does not require approval `, the time off is automatically approved, and does not need to be reviewed." msgstr "" -#: ../../content/applications/hr/time_off/request_time_off.rst:15 -msgid "Both :guilabel:`New` buttons allow the user to request time off, but when requested from the :guilabel:`Dashboard`, a :guilabel:`New Time Off` request form appears in a pop-up window. When requested from the :guilabel:`My Time Off` list view, the screen navigates to a new time off request page, instead." +#: ../../content/applications/hr/time_off/request_time_off.rst:16 +msgid "Submit time off request" msgstr "" -#: ../../content/applications/hr/time_off/request_time_off.rst:20 -msgid "Enter the following information on the :guilabel:`New Time Off` request form:" +#: ../../content/applications/hr/time_off/request_time_off.rst:18 +msgid "To request time off, click the :guilabel:`New` button in the top-left corner of the **Time Off** app dashboard, and a :guilabel:`New Time Off` pop-up form loads." msgstr "" -#: ../../content/applications/hr/time_off/request_time_off.rst:22 -msgid ":guilabel:`Time Off Type`: select the type of time off being requested from the drop-down menu." +#: ../../content/applications/hr/time_off/request_time_off.rst:21 +msgid "Fill out the :ref:`fields on the form `, and then click :guilabel:`Save & Close` to submit the request." msgstr "" -#: ../../content/applications/hr/time_off/request_time_off.rst:23 -msgid ":guilabel:`Dates`: enter the dates that the time off falls under. There are two fields to populate: the start and end dates. Click on either date field and a popover calendar appears." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:26 -msgid "Click on the start date, then click on the end date. The selected start and end dates are circled, and the dates between them are highlighted (if applicable)." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:29 -msgid "If only requesting time off for a single day, click on the start date, then click the same date again for the end date." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:32 -msgid "When the correct dates are selected, click the :guilabel:`Apply` button." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:34 -msgid "The selected dates now populate the two portions of the :guilabel:`Dates` field." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:36 -msgid "If the selected :guilabel:`Time Off Type` is configured to have the time off taken in hours, the following two fields also appear:" -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:39 -msgid ":guilabel:`Half Day`: if the time off request is for a half day, tick this checkbox. When this is selected, the second date field disappears, and is replaced with a drop-down menu. From that drop-down menu, select either :guilabel:`Morning` or :guilabel:`Afternoon` to indicate which half of the day is being requested." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:43 -msgid ":guilabel:`Custom Hours`: if the time off requested is not a whole or half day, tick this checkbox. If selected, a :guilabel:`From` and :guilabel:`To` field appears beneath this option. Using the drop-down menu, select the start and end time for the time off request." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:47 -msgid ":guilabel:`Duration`: this field updates automatically once the :guilabel:`Date` section is completed. If the :guilabel:`Date` section is modified, this section automatically updates to reflect the total time off requested. This field is in either hours or days, depending on how the selected :guilabel:`Time Off Type` is configured." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:51 -msgid ":guilabel:`Description`: enter a description for the time off request. This should include any details that managers and approvers may need to approve the request." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:53 -msgid ":guilabel:`Supporting Document`: this field only appears if the :guilabel:`Time Off Type` selected allows for the attachment of documents. Click the :guilabel:`Attach File` button, and a file explorer window appears." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:57 -msgid "Navigate to the desired files that should be attached, select them, then click The :guilabel:`Open` button. The files then appear on the time off request form. Multiple documents can be attached, if necessary." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:61 -msgid "If the request was created from the :guilabel:`Dashboard`, click the :guilabel:`Save & Close` button to save the information, and submit the request." -msgstr "" - -#: ../../content/applications/hr/time_off/request_time_off.rst:64 -msgid "If the form was completed from the :guilabel:`My Time Off` list view, the information is automatically saved as it is entered. However, the form can be saved manually at any time by clicking the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon." +#: ../../content/applications/hr/time_off/request_time_off.rst:25 +msgid "Requesting time off can be done either form the main **Time Off** app dashboard, or by navigating to :menuselection:`Time Off --> My Time --> My Time Off`, and clicking :guilabel:`New`." msgstr "" #: ../../content/applications/hr/time_off/request_time_off.rst:-1 -msgid "A time off request form filled out for an employee home sick for two days with the flu." +msgid "A time off request for three hours of vacation time off." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:34 +msgid "Time off fields" +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:36 +msgid "Enter the following information on the :guilabel:`New Time Off` request form:" +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:38 +msgid ":guilabel:`Time Off Type`: Using the drop-down menu, select the type of time off being requested." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:39 +msgid ":guilabel:`Dates`: Enter the dates that the time off falls under. There are two fields to populate: the start and end dates. Click on either date field and a popover calendar appears." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:42 +msgid "Click on the start date, then click on the end date. The selected start and end dates are circled, and the dates between them are highlighted (if applicable)." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:45 +msgid "If only requesting time off for a single day, click on the start date, then click the same date again for the end date." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:48 +msgid "When the correct dates are selected, click the :guilabel:`Apply` button." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:50 +msgid "The selected dates now populate the two portions of the :guilabel:`Dates` field." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:52 +msgid "If the selected :guilabel:`Time Off Type` is configured to have the time off taken in hours, the following two fields also appear:" +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:55 +msgid ":guilabel:`Half Day`: If the time off request is for a half day, tick this checkbox. When this is selected, the second date field disappears, and is replaced with a drop-down menu. From that drop-down menu, select either :guilabel:`Morning` or :guilabel:`Afternoon` to indicate which half of the day is being requested off." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:59 +msgid ":guilabel:`Custom Hours`: If the time off requested is not a whole or half day, tick this checkbox. If selected, a :guilabel:`From` and :guilabel:`To` field appears beneath this option. Using the drop-down menu, select the start and end time for the time off request." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:63 +msgid ":guilabel:`Requested (Days/Hours)`: This field updates automatically once the :guilabel:`Date` section is completed. If the :guilabel:`Date` section is modified, this section automatically updates to reflect the total time off requested. This field is in either hours or days, depending on how the selected :ref:`Time Off Type ` is configured." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:67 +msgid ":guilabel:`Description`: Enter a description for the time off request. This should include any details that managers and approvers may need to approve the request." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:69 +msgid ":guilabel:`Supporting Document`: This field **only** appears if the :ref:`Time Off Type ` selected allows for the attachment of documents. Click the :icon:`fa-paperclip` :guilabel:`Attach File` button, and a file explorer window appears." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:73 +msgid "Navigate to the desired files that should be attached, select them, then click The :guilabel:`Open` button. The files then appear on the time off request form. Multiple documents can be attached, if necessary." +msgstr "" + +#: ../../content/applications/hr/time_off/request_time_off.rst:-1 +msgid "A time off request form filled out for an employee home sick with the flu." msgstr "" diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index 52382157a..c867452da 100644 --- a/locale/sources/inventory_and_mrp.pot +++ b/locale/sources/inventory_and_mrp.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -98,7 +98,6 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:44 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:20 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:18 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:16 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/putaway.rst:21 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_delivery_one_step.rst:20 @@ -1027,7 +1026,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:221 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_nomenclature.rst:223 #: ../../content/applications/inventory_and_mrp/barcode/operations/gs1_usage.rst:43 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:81 #: ../../content/applications/inventory_and_mrp/purchase/products/pricelist.rst:144 msgid "Quantity" msgstr "" @@ -4446,7 +4445,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:149 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:175 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:246 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:94 msgid "$10" msgstr "" @@ -4461,7 +4460,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:173 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:241 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:244 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:89 msgid "$0" msgstr "" @@ -5294,155 +5293,155 @@ msgid "Please read this :doc:`introduction to inventory valuation `. After that, go to :menuselection:`Inventory app --> Products --> Products`, and select the desired product, or create a new product, by clicking :guilabel:`New`." +msgid "To enable valuation by lots or serial numbers, begin by enabling the :ref:`Lots and Serial Numbers feature `. After that, go to :menuselection:`Inventory app --> Products --> Products`, and select the desired product, or create a new product, by clicking :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:27 msgid "On the product form, in the :guilabel:`Category` field, choose a product category. Ensure the product category's :ref:`Costing Method ` is set to *First In First Out (FIFO)* or *Average Cost (AVCO)*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:32 msgid "To check the costing method set on the product category, hover over the :guilabel:`Category` field, and click the :icon:`oi-arrow-right` :guilabel:`(Internal Link)` icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:36 msgid ":ref:`Costing methods `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:38 msgid "Next, activate the product to be tracked by lots or serial numbers by ticking the :guilabel:`Track Inventory` checkbox. Then, click the adjacent field that appears, and choose either :guilabel:`By Lots` or :guilabel:`By Unique Serial Number` from the resulting drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:42 msgid "Doing so makes the :guilabel:`Valuation by Lot/Serial number` checkbox appear below it. Tick that checkbox, and the configuration to track valuation by lot or serial numbers is complete." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:48 msgid "Product form showing the Valuation by Lot or Serial Number feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:48 msgid "Product form showing the Valuation by Lot or Serial Number feature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:51 msgid "Valuation layers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:53 msgid "To understand how valuation by lots and serial numbers works, consider these scenarios:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:55 msgid ":ref:`Purchase and sell products `: cost is calculated based on the *product category's* costing method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:57 msgid ":ref:`Create new lot/serial numbers ` using an inventory adjustment: value of the new lot/serial number is assigned to the cost from the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:60 msgid "Inventory adjustment to update quantities for an :ref:`existing lot/serial number `: value is assigned based on the most recent cost for that lot/serial number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:64 msgid "For both :abbr:`AVCO (Average Cost)` and :abbr:`FIFO (First In First Out)` methods, the *Cost* field on the product form is calculated using this formula:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:67 msgid ":math:`Avg~Cost = \\frac{Total~Value}{Total~Qty}`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:72 msgid "Purchase products" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:74 msgid "Consider how purchasing products affect the inventory valuation, in the table below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:82 msgid "Lot number" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:83 msgid "Math" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:84 msgid "Average cost on product form" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:85 msgid "Empty stock" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:86 msgid "0.00" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:90 msgid "Day 1: Receive one product at $10/unit" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:90 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:96 msgid "1.00" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:92 msgid "LOT 1" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:93 msgid ":math:`\\frac{10}{1}`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:95 msgid "Day 2: Receive another product at $20/unit" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:97 msgid "LOT 2" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:98 msgid ":math:`\\frac{10+20}{2}`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:99 msgid "$15" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:104 msgid "Show Cost on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:104 msgid "As a result, the product form displays an average cost of $15 in the **Cost** field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:109 msgid "Create new lot/serial number" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:111 msgid "Creating a new lot/serial number through an :doc:`inventory adjustment <../../warehouses_storage/inventory_management/count_products>` assigns the same value as the cost on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:115 msgid "To make an inventory adjustment, and assign a lot number, go to :menuselection:`Inventory app --> Operations --> Physical Inventory`. Then, click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:118 msgid "In the new inventory adjustment line that appears, set the :guilabel:`Product`, create the :guilabel:`Lot/Serial Number`, set the :guilabel:`Counted Quantity`, and click :icon:`fa-floppy-o` :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:122 msgid "To view the valuation layer, go to :menuselection:`Inventory app --> Reporting --> Valuation`. The :guilabel:`Total Value` per unit matches the *Cost* on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:126 msgid "Continuing the example in the table above, when the product cost is `$15`, the valuation for a newly-created `LOT3` is also be `$15`." msgstr "" @@ -5450,19 +5449,19 @@ msgstr "" msgid "Show inventory adjustment valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:135 msgid "Existing lot/serial number" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:137 msgid "When adjusting the quantity of an existing lot/serial number, the value is based on the most recent valuation layer for that specific lot/serial number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:141 msgid "Continuing the example in the table above, the value for `LOT 1` is `$10`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:142 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:143 msgid "So, when the quantity is updated from `1.00` to `2.00`, the additional quantity is also valued at `$10`, reflecting the latest valuation layer for `LOT 1`." msgstr "" @@ -5470,55 +5469,55 @@ msgstr "" msgid "Show valuation of LOT 1 getting updated." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:149 msgid "The inventory adjustment (top line) is valued the same as LOT 1 (bottom line)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:153 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:154 msgid "View valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:155 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:156 msgid "To find the average cost of a specific lot/serial number, go to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`, and select the desired record." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:159 msgid "Both the :guilabel:`Cost` and :guilabel:`Average Cost` fields show a unit's average cost. The :guilabel:`Total Value` reflects the total on-hand value for that lot/serial number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:163 msgid "Ensure the costing method is set to *First In First Out (FIFO)* or *Average Cost (AVCO)* to display the cost on this page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:169 msgid "Show cost of the lot/serial number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:169 msgid "Lot form, displaying **Cost** field. The **Valuation** smart button is in the top-right." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:171 msgid "Valuation layers of a lot/serial number can be viewed through the :ref:`valuation report `, or by clicking the lot/serial number's :guilabel:`Valuation` smart button. These detailed, line-by-line records can help determine how each inventory move of the specific lot/serial number affects its valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:178 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:179 msgid "Valuation report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:181 msgid "Display the valuation of lots and serial numbers in the database by going to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:184 msgid "On the resulting :guilabel:`Stock Valuation` report, click the search bar, and in the :icon:`oi-group` :guilabel:`Group By` section of the resulting drop-down menu, select :guilabel:`Lot/Serial number`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:188 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:189 msgid "Click the :icon:`fa-plus` :guilabel:`(plus)` icon to the right of a collapsed lot number line to :ref:`manually modify the cost `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:192 msgid "This is useful for adjusting individual lot prices when a purchase order or bill includes multiple lots/serial numbers, as initial prices are identical upon reception." msgstr "" @@ -5526,23 +5525,23 @@ msgstr "" msgid "Show valuation report, by lots." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:198 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:199 msgid "Valuation smart button" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:201 msgid "To access a filtered part of the *Stock Valuation* report, specific to a lot or serial number, go to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`, and select the desired item." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:204 msgid "On the :guilabel:`Lot/Serial Numbers` page, click the :guilabel:`Valuation` smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:209 msgid "All stock moves relating to `LOT 1`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/valuation_by_lots.rst:209 msgid "All stock moves that affect the valuation of `LOT 1`." msgstr "" @@ -5570,17 +5569,17 @@ msgstr "" msgid ":doc:`product_tracking/serial_numbers`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:26 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:24 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:21 msgid "Enable lots & serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:26 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:28 msgid "To track products using lots and serial numbers, the *Lots & Serial Numbers* feature must be enabled." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:31 msgid "To do that, go to the :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the :guilabel:`Traceability` section, and click the box next to :guilabel:`Lots & Serial Numbers`. Then, click the :guilabel:`Save` button to save changes." msgstr "" @@ -5589,11 +5588,11 @@ msgstr "" msgid "Enabled lots and serial numbers feature in inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:40 msgid "When to use lots" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:42 msgid "Lots are useful for products that are manufactured or received in large quantities, such as clothes or food. Lots and can be used to trace a product back to a group, which is especially useful when managing product recalls or expiration dates." msgstr "" @@ -5601,15 +5600,15 @@ msgstr "" msgid "Created lot with quantity of products in it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:51 msgid "Manufacturers assign lot numbers to groups of products that have common properties; this can lead to multiple goods sharing the same lot number. This helps identify a number of products in a single group, and allows for end-to-end traceability of these products through each step in their life cycles." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:57 msgid "When to use serial numbers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:59 msgid "The goal of assigning serial numbers to individual products is to make sure every item's history is identifiable when it travels through the supply chain. This can be especially useful for manufacturers that provide after-sales services related to products they sell and deliver." msgstr "" @@ -5617,32 +5616,32 @@ msgstr "" msgid "List of serial numbers for product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:68 msgid "Serial numbers can contain many different types of characters: numbers, letters, typographical symbols, or a mixture of all three types." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:70 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:379 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:353 msgid "Traceability" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:74 msgid "Manufacturers and companies can refer to traceability reports to see the entire life cycle of a product. These reports include vital information, like where it came from (and when), where it was stored, and to whom it was sent." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:78 msgid "To see the full traceability of a product, or group products by lots and/or serial numbers, go to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:82 msgid "From here, products with lots or serial numbers assigned to them are listed by default. They can also be expanded to show what lots or serial numbers have been specifically assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:85 msgid "To group by lots or serial numbers, first remove any default filters from the search bar in the upper-right corner. Then, click :guilabel:`Group By`, and select :guilabel:`Add Custom Group`, which reveals a mini drop-down menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, and click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:90 msgid "Doing so reveals all existing lots and serial numbers, and each can be expanded to show all product quantities with that assigned number. For unique serial numbers that are *not* reused, there should *only* be one product per serial number." msgstr "" @@ -5650,7 +5649,7 @@ msgstr "" msgid "Reporting page with drop-down lists of lots and serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:99 msgid "For additional information regarding an individual lot number or serial number, click the line item for the lot or serial number to reveal that specific number's :guilabel:`Lot` or :guilabel:`Serial Number` form. From this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart buttons to see all stock on-hand using that serial number. Any operations made using that lot or serial number can be found here, as well." msgstr "" @@ -5863,7 +5862,7 @@ msgid "To sell perishable products with expiration dates, the :guilabel:`Removal msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:194 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:178 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations.rst:133 msgid ":doc:`../../shipping_receiving/removal_strategies`" msgstr "" @@ -5944,18 +5943,6 @@ msgstr "" msgid "When the expiation date passes for a lot/serial number for this product, a notification is sent to the user in this field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:261 -msgid "Once the expiration date is due, expiration alerts are created on the form view of the lot/serial number of the product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:264 -msgid "To customize these alerts, turn on :ref:`developer mode `, go to :menuselection:`Settings app --> Technical --> Activity Types`, and select the :guilabel:`Alert Date Reached` alert." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/expiration_dates.rst:268 -msgid "The :guilabel:`Default User` assigned will be notified once the expiration date is reached. If no default user is configured, the activity will be assigned to the :guilabel:`Responsible` user selected on the product's :guilabel:`Inventory` tab." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:3 msgid "Lot numbers" msgstr "" @@ -5988,16 +5975,16 @@ msgstr "" msgid ":ref:`Print GS1 barcodes for lots and serial numbers `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:41 msgid "Track by lots" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:43 msgid "Once the :guilabel:`Lots & Serial Numbers` feature is activated, configure individual products to be tracked using lots. To do this, go to :menuselection:`Inventory app --> Products --> Products`, and choose a product to configure." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:48 -msgid "On the product form, go to the :guilabel:`Inventory` tab. In the :guilabel:`Traceability` section, select the :guilabel:`By Lots` option in the :guilabel:`Tracking` field. Now, new or existing lot numbers can be assigned to newly-received or manufactured batches of this product." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:47 +msgid "On the product form, click into the :guilabel:`General Information` tab. In the :guilabel:`Track Inventory` field, tick the checkbox, then select :guilabel:`By Lots` from the drop-down menu. Now, new or existing lot numbers can be assigned to newly-received or manufactured batches of this product." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:53 @@ -6013,31 +6000,31 @@ msgstr "" msgid "Enabled tracking by lots feature on product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:64 msgid "Assign lots for shipping and receiving" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:66 msgid "Assign new lot numbers to :ref:`incoming goods ` on the receipt form. When shipping :ref:`outgoing goods `, select products with specific lot numbers on the delivery order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:74 msgid "On receipts" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:77 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:76 msgid "Assigning new or existing lot numbers to incoming goods can be done directly on receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:78 msgid "To begin, go to the :menuselection:`Purchase` app to `create and confirm `_ a |PO| for products tracked by lot numbers. Then, click the :guilabel:`Receipt` smart button that appears at the top of the page to navigate to the warehouse receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:84 msgid "Alternatively, navigate to an existing receipt by going to the :menuselection:`Inventory` app, clicking the :guilabel:`Receipts` Kanban card, and choosing the desired receipt." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:88 msgid "Clicking :guilabel:`Validate` before assigning a lot number triggers an error, indicating that a lot number **must** be assigned before validating the receipt." msgstr "" @@ -6045,7 +6032,7 @@ msgstr "" msgid "Add lot/serial number user error popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:94 msgid "On the receipt form, on the product line in the :guilabel:`Operations` tab, select the |list| icon to the right of the product that is tracked by lot numbers." msgstr "" @@ -6053,23 +6040,23 @@ msgstr "" msgid "Show the bulleted list icon on the product line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:100 msgid "Doing so opens the :guilabel:`Open: Stock move` pop-up window, where the :guilabel:`Lot/Serial Number` and :guilabel:`Quantity` are assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:103 msgid "The two ways to assign lot numbers: **manually** and **importing**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:106 msgid "Manual assignment" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:108 msgid "To manually assign lot numbers, click :guilabel:`Add a line`. Input the :guilabel:`Lot/Serial Number`, :guilabel:`Store To` location for the lot, :guilabel:`Quantity`, and :guilabel:`Destination Package`, if any." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:113 msgid "To assign multiple lot numbers, or store to multiple locations, click :guilabel:`Add a line`, and type a new :guilabel:`Lot/Serial Number` for additional quantities. Repeat until the total in the :guilabel:`Quantity` column matches the :guilabel:`Demand` at the top." msgstr "" @@ -6077,81 +6064,73 @@ msgstr "" msgid "Assign lot number detailed operations popup." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:121 msgid "Import lots" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:123 msgid "In the :guilabel:`Open: Stock move` pop-up window, click :guilabel:`Import Serials/Lots`, then paste the bulk lot numbers, in the :guilabel:`Lots/Serial numbers` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:134 -msgid "List of lot numbers copied on excel spreadsheet." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:134 -msgid "List of lot numbers copied on *Google* spreadsheets." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:129 msgid "Lot numbers copied to the lot number line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:129 msgid "Lot numbers pasted to the \"Lots/Serial numbers\" field, in the **Import Lots** pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:142 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:131 msgid "Tick the :guilabel:`Keep current lines` checkbox to generate *additional* lot numbers in the :guilabel:`Open: Stock move` pop-up window. To replace the lot numbers in the list, leave the :guilabel:`Keep current lines` option unticked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:135 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:253 msgid "Finally, click :guilabel:`Generate`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:137 msgid "Once all product quantities have been assigned a lot number, click :guilabel:`Save` to close the pop-up window. Then, click :guilabel:`Validate` on the receipt form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:152 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:188 msgid ":ref:`Traceability report for lot numbers `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:146 msgid "On delivery orders" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:159 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:148 msgid "Odoo makes it possible to specify which lot numbers for a product are chosen for outgoing shipment on a delivery order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:151 msgid "To begin, create or select an existing quotation from the :menuselection:`Sales` app. After confirming the |SO|, the :guilabel:`Delivery` smart button becomes available. Click the :guilabel:`Delivery` smart button to view the warehouse receipt form for that specific |SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:156 msgid "Alternatively, navigate to delivery orders by going to the :menuselection:`Inventory` app, and clicking the :guilabel:`Delivery Orders` kanban card." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:159 msgid "Clicking the :guilabel:`Delivery` smart button opens the the delivery order form, where lot numbers are picked for delivery. In the :guilabel:`Operations` tab, click the |list| icon to the right of the product that is tracked by lot numbers. Clicking that icon reveals a :guilabel:`Open: Stock move` pop-up window." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:164 msgid "In the pop-up window, the chosen lot number and its storage location is displayed in the :guilabel:`Pick From` column, with the with the full :guilabel:`Quantity` taken from that specific lot (if there is enough stock in that particular lot)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:168 msgid "If there is insufficient stock in that lot, or if partial quantities of the :guilabel:`Demand` should be taken from multiple lots, change the :guilabel:`Quantity` directly." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:172 msgid "The lot automatically chosen for delivery orders varies, depending on the selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expiry, First Out)`). It also depends on the ordered quantity, and whether the lot's on-hand quantity is enough to fulfill the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:180 msgid "Repeat the above steps to select enough lots to fulfill the :guilabel:`Demand`, and click :guilabel:`Save` to close the pop-up window. Lastly, click the :guilabel:`Validate` button on the |DO| to deliver the products." msgstr "" @@ -6159,59 +6138,59 @@ msgstr "" msgid "Popup for source lot number on sales order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:191 msgid "Lot management" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:193 msgid "Manage and view existing lot numbers for products in the :guilabel:`Lot/Serial Numbers` dashboard by going to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:196 msgid "By default, lot numbers are grouped by product, and selecting the drop-down menu for each product displays the existing lot numbers. Select a lot number to :ref:`modify or add details ` linked to the lot. Lot numbers can also be :ref:`created ` from this page, by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 msgid "Show the \"Lot/Serial Number\" dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:218 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:205 msgid "Display lot numbers, grouped by products, on the **Lot/Serial Number** dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:210 msgid "Modify lot" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:212 msgid "Clicking a lot from the :guilabel:`Lot/Serial Number` dashboard reveals a separate page where additional information can be provided about the lot." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:216 msgid "Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent number. However, it can be edited, by clicking the line under the :guilabel:`Lot/Serial Number` field, and changing the generated number to any desired one." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:220 msgid "On the lot number form, the following fields can be modified:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:222 msgid ":guilabel:`Lot/Serial Number`: change the lot number linked to the :guilabel:`Product`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:236 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:223 msgid ":guilabel:`Internal Reference`: records an alternative lot/serial number used within the warehouse that differs from the one used by the supplier manufacturer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:225 msgid ":guilabel:`Company`: specify the company where the lot number is available." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:239 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:226 msgid ":guilabel:`Description`: add extra details about the lot or serial number in this text field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:229 msgid "On existing lots, the :guilabel:`Product` and :guilabel:`On Hand Quantity` fields **cannot** be modified, as the lot numbers are linked with existing stock moves." msgstr "" @@ -6219,31 +6198,31 @@ msgstr "" msgid "Show the lot number form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:236 msgid ":doc:`Set expiration dates for lots `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:253 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:239 msgid "Add property" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:255 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:241 msgid "To add custom fields to lots for enhanced traceability, there are two methods of adding properties on a lot number form:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:244 msgid "Click the :icon:`fa-cog` :guilabel:`(cog)` icon at the top-left of the page, then select :icon:`fa-cogs` :guilabel:`Add Properties` from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:260 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:246 msgid "Click the :icon:`fa-plus` :guilabel:`Add a Property` button, located below the existing fields." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:248 msgid "Name and :doc:`configure the new field `. Once finished, enter the property value in the new field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:252 msgid "The new property, `Wood type`, is added. The value is recorded as `Cherry wood`." msgstr "" @@ -6251,31 +6230,31 @@ msgstr "" msgid "Show the \"Add Properties\" button on a lot number form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:273 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:258 msgid ":doc:`Configuring custom properties `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:263 msgid "Reserve lot number for a product" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:280 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:265 msgid "To create a lot number for a product, begin by going to :menuselection:`Inventory app --> Products --> Lot/Serial Numbers`, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:269 msgid "Creating a lot number reserves it for a product but **does not** assign it. To assign lot numbers, refer to the section on :ref:`assigning lot numbers on receipts `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:289 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:274 msgid "While Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent number, it can be edited and changed to any desired number, by clicking the line under the :guilabel:`Lot/Serial Number` field on the lot form, and changing the generated number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:293 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:278 msgid "Once the new :guilabel:`Lot/Serial Number` is generated, click the blank field next to :guilabel:`Product` to reveal a drop-down menu. From this menu, select the product to which this new number will be assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:298 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:283 msgid "The lot number, `000001`, is created for the product, `Drawer Black`." msgstr "" @@ -6283,31 +6262,23 @@ msgstr "" msgid "New lot number creation form with assigned product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:304 -msgid "After a new lot number has been created, saved, and assigned to the desired product, the lot number is saved as an existing lot number linked to the product, and can be selected when :ref:`assigning lot numbers to products on a receipt `, or when making an inventory adjustment." +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:288 +msgid "After a new lot number has been created, saved, and assigned to the desired product, the lot number is saved as an existing lot number linked to the product, and can be selected when :ref:`assigning lot numbers to products on a receipt `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:310 -msgid "After creating the lot number, `000001` appears as an option for `Drawer Black` when assigning lot numbers on the :guilabel:`Inventory Adjustment` page." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:0 -msgid "Show how to assign lot numbers on the Inventory Adjustment page." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:293 msgid "Manage lots for different operations types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:295 msgid "By default, new lots can only be created when receiving products, and existing lot numbers cannot be used. For sales orders, only existing lot numbers can be utilized, and new ones cannot be created on the delivery order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:324 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:299 msgid "To change the ability to use new (or existing) lot numbers on any operation type, go to the :menuselection:`Inventory app --> Configuration --> Operations Types`, and select the desired operation type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:328 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:303 msgid "On the operation type form, under the :guilabel:`Lots/Serial Numbers` section, tick the :guilabel:`Create New` checkbox to enable new lot numbers to be created during this operation type. Choose :guilabel:`Use Existing ones` if only existing lot numbers can be selected." msgstr "" @@ -6315,40 +6286,40 @@ msgstr "" msgid "Enabled traceability setting on operations type form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:311 msgid "For inter-warehouse transfers involving products tracked by lots, it can be useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for warehouse receipts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:343 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:317 msgid "Display lots on delivery slips" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:345 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:319 msgid "When selling products tracked with lots, it is possible to include the lot numbers on the delivery slips sent to customers. This can be helpful to customers in cases where lot numbers are needed, such as filing an RMA or repair request, or registering the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:349 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:323 msgid "To include lot numbers on delivery slips, open the :menuselection:`Inventory` app, and navigate to :menuselection:`Configuration --> Settings`. Scroll down to the :guilabel:`Traceability` section, tick the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` checkbox, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:328 msgid "After enabling the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` setting, lot numbers are listed on delivery slips for products tracked by lots, once the delivery order is validated." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:357 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:331 msgid "To view lot numbers on delivery orders and delivery slips, navigate to the :menuselection:`Inventory` app, click on :guilabel:`Delivery Orders`, and select an order containing a product tracked using lots." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:361 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:335 msgid "To view the lot numbers of products included in the order, make sure the :guilabel:`Operations` tab is selected, then click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` button to the right of the tab. Ensure that the :guilabel:`Serial Numbers` checkbox is ticked, which causes a :guilabel:`Serial Numbers` column to appear. The lot number(s) for each product included in the order are displayed in this column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:367 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:341 #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:326 msgid "When the order is ready to be processed, click :guilabel:`Validate` to confirm the delivery and add product information to the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:370 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:344 msgid "At the top of the order's form, click the :icon:`fa-cog` :guilabel:`(Actions)` button, and select :guilabel:`Print --> Delivery Slip`. The delivery slip is then downloaded. Open the delivery slip using the device's browser or file manager. Lot numbers are listed next to their respective products in the :guilabel:`Lot/Serial Number` column." msgstr "" @@ -6357,23 +6328,23 @@ msgstr "" msgid "The order lines section of a delivery slip, showing a product and its serial number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:381 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:355 msgid "Manufacturers and companies can refer to traceability reports to see the entire lifecycle of a product: where it came from, when it arrived, where it was stored, who it went to (and when)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:384 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:358 msgid "To see the full traceability of a product, or group by lots, go to the :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:388 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:362 msgid "From here, products with lot numbers assigned to them will be listed by default, and can be expanded to show the lot numbers those products have assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:391 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:365 msgid "To group by lots, begin by removing any filters in the :guilabel:`Search...` bar. Then, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to open a drop-down menu of :guilabel:`Filters`, :guilabel:`Group By` options, and :guilabel:`Favorites`. Under the :guilabel:`Group By` section, click the :guilabel:`Add Custom Group` option, and select :guilabel:`Lot/Serial Number` from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:397 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:371 msgid "Doing so reorganizes all the records on the page to display all existing lots and serial numbers, and can be expanded to show all quantities of products with that assigned number." msgstr "" @@ -6381,11 +6352,11 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:405 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:378 msgid "Traceability report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:407 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:380 msgid "To view a full stock moves report for a lot number, select the lot number line from the :guilabel:`Lots/Serial Number` dashboard. On the lot number form, click the :guilabel:`Traceability` smart button." msgstr "" @@ -6393,7 +6364,7 @@ msgstr "" msgid "Show the Traceability Report for a lot, that displays the stock moves." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:416 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:388 msgid ":doc:`../product_tracking`" msgstr "" @@ -7017,69 +6988,17 @@ msgid "Delivery" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:113 -msgid "Tailor the outgoing shipment process to fit the business needs. Picking methods and removal strategies control how products are reserved for orders, while cross-docking and dropshipping determine how they move. Configuring these options in Odoo ensures visibility into product movement and confirms that items reach customers efficiently." +msgid "Tailor the outgoing shipment process to fit the business needs. Picking methods and removal strategies control how products are reserved for orders, while dropshipping determines how they move. Configuring these options in Odoo ensures visibility into product movement and confirms that items reach customers efficiently." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:136 msgid "Customization" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations.rst:138 msgid "Odoo's flexible framework enables businesses to tailor workflows to match specific operational needs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:3 -msgid "Organize a cross-dock in a warehouse" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:5 -msgid "Cross-docking is the process of sending products that are received directly to the customers, without making them enter the stock. The trucks are simply unloaded in a *Cross-Dock* area in order to reorganize products and load another truck." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:13 -msgid "For more information on how to organize your warehouse, read our blog: `What is cross-docking and is it for me? `_" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:20 -msgid "In the *Inventory* app, open :menuselection:`Configuration --> Settings` and activate the *Multi-Step Routes*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:27 -msgid "Doing so will also enable the *Storage Locations* feature." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:29 -msgid "Now, both *Incoming* and *Outgoing* shipments should be configured to work with 2 steps. To adapt the configuration, go to :menuselection:`Inventory --> Configuration --> Warehouses` and edit your warehouse." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:36 -msgid "This modification will lead to the creation of a *Cross-Docking* route that can be found in :menuselection:`Inventory --> Configuration --> Routes`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:43 -msgid "Configure products with Cross-Dock Route" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:45 -msgid "Create the product that uses the *Cross-Dock Route* and then, in the inventory tab, select the routes *Buy* and *Cross-Dock*. Now, in the purchase tab, specify the vendor to who you buy the product and set a price for it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:55 -msgid "Once done, create a sale order for the product and confirm it. Odoo will automatically create two transfers which will be linked to the sale order. The first one is the transfer from the *Input Location* to the *Output Location*, corresponding to the move of the product in the *Cross-Dock* area. The second one is the delivery order from the *Output Location* to your *Customer Location. Both are in state *Waiting Another Operation* because we still need to order the product to our supplier." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:68 -msgid "Now, go to the *Purchase* app. There, you will find the purchase order that has been automatically triggered by the system. Validate it and receive the products in the *Input Location*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:77 -msgid "When the products have been received from the supplier, you can go back to your initial sale order and validate the internal transfer from *Input* to *Output*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/cross_dock.rst:86 -msgid "The delivery order is now ready to be processed and can be validated too." -msgstr "" - #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/delivery_three_steps.rst:3 msgid "Three-step delivery" msgstr "" @@ -16190,7 +16109,7 @@ msgid ":guilabel:`Short Name` (*required field*): the abbreviated code for the w msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:26 -msgid "The :guilabel:`Short Name` appears on warehouse documents, so it is recommended to use an memorable one, like \"WH[first letters of location]\" (e.g. `WHA`, `WHB`, etc.)." +msgid "The :guilabel:`Short Name` appears on warehouse documents, so it is recommended to use a memorable one, like \"WH[first letters of location]\" (e.g. `WHA`, `WHB`, etc.)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses.rst:29 @@ -16257,88 +16176,88 @@ msgstr "" msgid "Each replenishment mechanism triggers the creation or suggestion of a purchase order (PO) or manufacturing order (MO), with the best choice depending on the business process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:48 msgid "Replenishment strategies" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:51 msgid "Replenishment report and reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:47 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:53 msgid "Reordering rules are rules that can be set up to maintain a minimum stock level. They are often configured to support manufacturing or sales requirements. When a product's stock falls at or below the minimum level, Odoo generates (or suggests) a purchase or manufacturing order to replenish stock to the maximum level." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:58 msgid "When using automatic reordering rules, Odoo generates a new order. When using manual, Odoo suggests orders on the replenishment report. For detailed guidance, refer to the :doc:`replenishment report ` and :doc:`reordering rules `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:62 msgid "Key points include:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:64 msgid ":ref:`Automatic reordering rules `: Automatically create |POs| or |MOs| when stock falls below the minimum level. While this is convenient, it is less flexible." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:67 msgid ":ref:`Manual reordering rules `: Generate suggestions in the replenishment report for user review, allowing adjustments and batch orders while meeting deadlines." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:70 msgid ":ref:`Just-in-time logic `: A strategy to replenish only what is needed to prevent overstocking." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:74 msgid ":doc:`replenishment/reordering_rules`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:75 msgid ":doc:`replenishment/report`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:80 msgid "Make to order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:82 msgid "An |MTO| strategy means that procurement or production is triggered only after a sales order has been confirmed. This strategy is recommended when products are customizable, demand is unpredictable, there is limited storage capacity, and when products are high in value and low in demand. In such cases, it does not make sense to keep on-hand inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:87 msgid "Unlike products replenished using reordering rules, Odoo automatically links the sales order to the |PO| or |MO| generated by the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:90 msgid "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With reordering rules, Odoo generates a draft |PO| or |MO| when the product's forecasted stock falls below the set minimum quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:94 msgid "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the forecast changes, so long as the |PO| or |MO| is not confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:97 msgid "The |MTO| route is the best replenishment strategy for products that are customized, and/or for products that have no stock kept on-hand." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:101 msgid ":doc:`replenishment/mto`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:104 #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/use_mps.rst:3 msgid "Master production schedule" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:106 msgid "The :abbr:`MPS (Master Production Schedule)` is a dashboard where products and their forecasted quantities are entered. Based on confirmed manufacturing and purchase orders, the dashboard recommends amounts to order or produce." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:110 msgid "This a useful **manual** tool for keeping track of quantities. The :abbr:`MPS (Master Production Schedule)` **should absolutely not** be used alongside reordering rules, as the automated workflow disrupts its manual replenishment method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment.rst:115 msgid ":doc:`../../manufacturing/workflows/use_mps`" msgstr "" @@ -16852,30 +16771,50 @@ msgid "Replenish on order (MTO)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:13 -msgid "*Replenish on order*, also known as *MTO* (make to order), is a replenishment strategy that creates a draft order for a product every time it is required to fulfill a sales order (SO), or when it is needed as a component in a manufacturing order (MO)." +msgid "*Replenish on order*, also known as *MTO* (make to order), is a replenishment strategy that creates a draft order every time a product is needed to fulfill a sales order (SO) or as a component in a manufacturing order (MO)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:17 -msgid "For products that are purchased from a vendor, a request for quotation (RFQ) is created to replenish the product, while an |MO| is created for products that are manufactured. The creation of an |RFQ| or |MO| occurs every time an |SO| or |MO| that requires the product is confirmed, regardless of the current stock level of the product being ordered." +msgid "For :doc:`purchased products <../../../purchase/manage_deals/rfq>`, Odoo creates a |RFQ|" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:23 -msgid "In order to use the |MTO| route, the :guilabel:`Multi-Step Routes` feature must be enabled. To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and tick the checkbox next to :guilabel:`Multi-Step Routes`, under the :guilabel:`Warehouse` heading." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:18 +msgid "For :doc:`manufactured products <../../../manufacturing/basic_setup/configure_manufacturing_product>`, it creates a |MO|" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:21 +msgid "If stock is available, no |RFQ| or |MO| is generated and the sale proceeds normally. Otherwise, the |RFQ| or |MO| is generated and directly linked to the originating |SO| through a smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:24 +msgid "This approach offers clear traceability, since each |RFQ| or |MO| is tied back to its demand." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:27 -msgid "Finally, click :guilabel:`Save` to save the change." +msgid "The |RFQ| or |MO| generated by |MTO| is designed to fulfill the originating |SO|. These documents should normally be confirmed or adjusted rather than cancelled. If the demand changes, update the document instead of cancelling it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:32 +msgid "If an |RFQ| or |MO| is cancelled, Odoo does not automatically generate a replacement. A new replenishment document must be created manually, but it **cannot** be linked back to the original |SO| through the smart button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:36 +msgid "Finally, click :guilabel:`Save` to save the change." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:41 msgid "Unarchive MTO route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:34 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:43 +msgid "In order to use the |MTO| route, the :guilabel:`Multi-Step Routes` feature must be enabled. To do so, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and tick the checkbox next to :guilabel:`Multi-Step Routes`, under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:47 msgid "By default, Odoo sets the |MTO| route as *archived*. This is because |MTO| is a somewhat niche workflow that is only used by certain companies. However, it is easy to unarchive the route in just a few simple steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:51 msgid "To do so, begin by navigating to :menuselection:`Inventory app --> Configuration --> Routes`. On the :guilabel:`Routes` page, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon on the right side of the search bar, and click the :guilabel:`Archived` filter to enable it." msgstr "" @@ -16883,7 +16822,7 @@ msgstr "" msgid "The archived filter on the Routes page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:59 msgid "After enabling the :guilabel:`Archived` filter, the :guilabel:`Routes` page shows all routes which are currently archived. Tick the checkbox next to :guilabel:`Replenish on Order (MTO)`, then click the :icon:`fa-cog` :guilabel:`Actions` button to reveal a drop-down menu. From the drop-down menu, select :guilabel:`Unarchive`." msgstr "" @@ -16891,23 +16830,23 @@ msgstr "" msgid "The unarchive action on the Routes page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:68 msgid "Finally, remove the :guilabel:`Archived` filter from the search bar. The :guilabel:`Routes` page now shows all unarchived routes, including :guilabel:`Replenish on Order (MTO)`, which is selectable on the *Inventory* tab of each product page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:73 msgid "Configure product for MTO" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:75 msgid "With the |MTO| route unarchived, products can now be properly configured to use replenish on order. To do so, begin by going to :menuselection:`Inventory app --> Products --> Products`, then select an existing product, or click :guilabel:`New` to configure a new one." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:79 msgid "On the product page, select the :guilabel:`Inventory` tab and enable the :guilabel:`Replenish on Order (MTO)` route in the :guilabel:`Routes` section, along with the :guilabel:`Buy` or :guilabel:`Manufacture` route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:84 msgid "The :guilabel:`Replenish on Order (MTO)` route **does not** work unless another route is selected as well. This is because Odoo needs to know how to replenish the product when an order is placed for it (buy or manufacture it)." msgstr "" @@ -16915,79 +16854,87 @@ msgstr "" msgid "Select the MTO route and a second route on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:92 msgid "If the product is purchased from a vendor to fulfill |SOs|, enable the :guilabel:`Can be Purchased` checkbox under the product name. Doing so makes the :guilabel:`Purchase` tab appear alongside the other tabs below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:96 msgid "Click the :guilabel:`Purchase` tab and specify a :guilabel:`Vendor` and the :guilabel:`Price` they sell the product for." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:100 msgid "Specifying a vendor is essential for this workflow, because Odoo cannot generate an |RFQ| without knowing who the product is purchased from." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:103 msgid "If the product is manufactured, make sure it has a bill of materials (BOM) configured for it. To do so, click the :guilabel:`Bill of Materials` smart button at the top of the screen, then click :guilabel:`New` on the :guilabel:`Bill of Materials` page to configure a new |BOM| for the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:108 msgid "For a full overview of |BOM| creation, see the documentation on :doc:`bills of materials <../../../manufacturing/basic_setup/bill_configuration>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:112 msgid "Replenish using MTO" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:114 msgid "After configuring a product to use the |MTO| route, a replenishment order is created for it every time an |SO| or |MO| including the product is confirmed. The type of order created depends on the second route selected in addition to |MTO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:118 msgid "For example, if *Buy* was the second route selected, then a |PO| is created upon confirmation of an |SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:122 msgid "When the |MTO| route is enabled for a product, a replenishment order is always created upon confirmation of an |SO| or |MO|. This is the case, even if there is enough stock of the product on-hand to fulfill the |SO|, without buying or manufacturing additional units of it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:113 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:126 msgid "While the |MTO| route can be used in unison with the *Buy* or *Manufacture* routes, the *Buy* route is used as the example for this workflow. Begin by navigating to the :menuselection:`Sales` app, then click :guilabel:`New`, which opens a blank quotation form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:130 msgid "On the blank quotation form, add a :guilabel:`Customer`. Then, click :guilabel:`Add a product` under the :guilabel:`Order Lines` tab, and enter a product configured to use the *MTO* and *Buy* routes. Click :guilabel:`Confirm`, and the quotation is turned into an |SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:134 msgid "A :guilabel:`Purchase` smart button now appears at the top of the page. Clicking it opens the |RFQ| associated with the |SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:124 -msgid "Click :guilabel:`Confirm Order` to confirm the |RFQ|, and turn it into a |PO|. A purple :guilabel:`Receive Products` button now appears above the |PO|. Once the products are received, click :guilabel:`Receive Products` to open the receipt order, and click :guilabel:`Validate` to enter the products into inventory." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:137 +msgid "After receiving approval from the vendor that they can meet the demand by the :guilabel:`Expected Arrival` date, click :guilabel:`Confirm Order` to turn it into a |PO|. A purple :guilabel:`Receive Products` button now appears above the |PO|. Once the products are received, click :guilabel:`Receive Products` to open the receipt order, and click :guilabel:`Validate` to enter the products into inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:143 msgid "Return to the |SO| by clicking the :guilabel:`SO` breadcrumb, or by navigating to :menuselection:`Sales app --> Orders --> Orders`, and selecting the|SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:146 msgid "Finally, click the :guilabel:`Delivery` smart button at the top of the order to open the delivery order. Once the products have been shipped to the customer, click :guilabel:`Validate` to confirm the delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:151 +msgid "Cancelling an SO with an MTO product" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:153 +msgid "When a |SO| is cancelled, and it had created an |RFQ| or |MO|, the related delivery order is cancelled automatically. However, the |RFQ| or |MO| themselves are **not** cancelled. Instead, a warning appears in their chatter noting the |SO| cancellation. These documents remain active, so the user can either cancel them manually or repurpose the replenishment for another order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:159 msgid "For information on workflows that include the |MTO| route, see the following documentation:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:161 msgid ":doc:`resupply_warehouses`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:162 msgid ":doc:`../../../manufacturing/subcontracting/subcontracting_basic`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/mto.rst:163 msgid ":doc:`../../../manufacturing/advanced_configuration/sub_assemblies`" msgstr "" @@ -18774,6 +18721,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/moves_history.rst:49 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/stock.rst:70 +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:38 msgid "Filters" msgstr "" @@ -22176,6 +22124,102 @@ msgstr "" msgid "The assignment labels generated by clicking Print Labels or Print Label." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:3 +msgid "Delays" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:11 +msgid "Odoo's *Manufacturing* app displays *delays* in manufacturing orders through the :guilabel:`Delayed Productions` filter. If the |MO|'s end date exceeds its deadline, the deadline is highlighted in red to draw attention to the delay." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:-1 +msgid "The delayed production filter in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:19 +msgid "Deadline calculation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:21 +msgid "The |MO| deadline depends on how the |MO| was created, and is calculated as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:23 +msgid "**Make To Order**: the |MO| deadline is the *Sales Order Delivery Date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:24 +msgid "**Replenishment**: the |MO| deadline is *today + Manufacturing Lead Time*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:25 +msgid "**Manually created MO**: the deadline field remains empty." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:28 +msgid "The |MO| *deadline* is not the same as the |MO| *end date*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:30 +msgid "The end date is computed as:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:32 +msgid "\\text{End date} =\n" +" \\text{Scheduled start date}\n" +" +\\text{Total duration of all operations}\n" +"\n" +"" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:40 +msgid "Several additional filters are available to help track delays:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:42 +msgid ":guilabel:`Delayed Productions`: the |MO|'s *scheduled start date* is later than the deadline." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:43 +msgid ":guilabel:`Late`: the |MO|'s *scheduled end date* exceeds the deadline, highlighted in red." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:44 +msgid ":guilabel:`Late Availability`: one or more required components are not available before the deadline. For example, a confirmed purchase order or manufacturing order for components is scheduled to end *after* the |MO| deadline." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:47 +msgid ":guilabel:`Components Available`: all components are available to begin production." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:50 +msgid "Use case" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:52 +msgid "Consider an |MO| with a deadline of **September 17th**:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:54 +msgid "If production on the |MO| starts after September 17th, it appears in the :guilabel:`Delayed Productions` filter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:56 +msgid "If required components are scheduled to arrive after September 17th, the |MO| appears in the :guilabel:`Late Availability` filter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:58 +msgid "If the |MO| has a scheduled end date after September 17th, it appears in the :guilabel:`Late` filter." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:-1 +msgid "An MO with the deadline emphasized." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/reporting/delayed.rst:64 +msgid "By combining these indicators, planners can quickly identify where production is at risk of missing delivery commitments." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/reporting/oee.rst:3 msgid "Overall equipment effectiveness" msgstr "" @@ -24720,14 +24764,14 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:82 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:121 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst:133 -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:129 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:131 msgid "On the |MO|, select the :guilabel:`Work Orders` tab, and then click the :guilabel:`Open Work Order (external link icon)` button on the line of the work order to be processed. On the resulting :guilabel:`Work Orders` pop-up window, click the :guilabel:`Open Shop Floor` button to open the *Shop Floor* module." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/workflows/manufacturing_backorders.rst:87 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst:80 #: ../../content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst:126 -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:138 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:140 msgid "When accessed from a specific work order, the *Shop Floor* module opens to the page for the work center where the order is configured to be processed, and isolates the work order's card so that no other cards are shown." msgstr "" @@ -26769,6 +26813,328 @@ msgstr "" msgid "To save this report as a *favorite*, see :ref:`search/favorites`." msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:3 +msgid "Suggest quantities based on historical demand" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:7 +msgid "For a straightforward push-based replenishment strategy, the *Suggest* feature recommends quantities to order on requests for quotations (RFQs) based on historical demand." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:11 +msgid "Key parameters" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:13 +msgid "*Replenish for*: future coverage window (days)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:14 +msgid "*Based on*: period that defines historical demand: last 7 days, 30 days, 3 months, 12 months, or the same month or quarter the previous year." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:16 +msgid "*Factor*: growth or decline factor (default 100%). After obtaining the total from the period, multiply the historical demand by this percentage to determine how much of the demand should be replenished. (e.g., input `120%` if sales are projected to grow 20% more than the previous period)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:21 +msgid "Demand calculation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:23 +msgid "To find the *average daily demand*, Odoo sums all :ref:`validated deliveries `, :ref:`components consumed in manufacturing orders ` (MOs), or used to :doc:`resupply subcontractors <../../manufacturing/subcontracting/subcontracting_resupply>` in the *Based on* period and divides that total by the number of days in the *Based on* period. Lastly, that value is multiplied by the *Factor* to determine volume." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:31 +msgid "In a :ref:`multi-warehouse ` setup, an *In* field appears. Choose a specific warehouse or leave blank to use all warehouses to calculate demand accordingly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:35 +msgid "Average~Daily~Demand = \\frac{Delivered~or~Consumed~Items}{Based~on~Days} \\times Factor" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:41 +msgid "Recommended quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:43 +msgid "To find the suggested quantity, Odoo multiplies the average by *Replenish for* days to get the recommended quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:46 +msgid "Recommended~Quantity = Average~Daily~Demand \\times Replenish~for~Days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:52 +msgid "In :ref:`example 1 `, Odoo recommends `19` units to *Replenish for* `14` days *Based on* the past month's `40` delivered units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:56 +msgid "Prerequisite setup" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:58 +msgid "**Purchase** and **Inventory** apps must be :ref:`installed `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:59 +msgid ":ref:`Validate at least one delivery order ` for each product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:61 +msgid "Ensures there is a past delivery record so the system can calculate average daily demand." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:63 +msgid ":ref:`Add a vendor to the vendor pricelist ` with a purchase price for each product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:66 +msgid "The *Suggest* feature is vendor-specific, so each product needs a matching vendor for accurate purchase quantity and price calculations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:69 +msgid "Set the *Product Type* to *Goods* and ensure the product is :ref:`Tracked by quantity `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:72 +msgid "Ensures the system can manage stock levels and calculate recommended replenishment quantities for tangible items." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:76 +msgid "Suggest quantities to order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:78 +msgid "To suggest quantities based on past sales, navigate to the :menuselection:`Purchase` app. Create a :guilabel:`New` |RFQ| or select an existing one." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:81 +msgid "In the |RFQ|, set the :guilabel:`Vendor` field to the chosen supplier." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:83 +msgid "In the :guilabel:`Products` tab, click the :guilabel:`Catalog` button to view that vendor's items." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:86 +msgid "Verify that each product in the catalog is configured with the chosen vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:89 +msgid "By default, products listed in the product catalog are filtered by vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:91 +msgid "Remove the filter in the search bar to view all items or use the built-in :icon:`oi-group` :guilabel:`Group By` for :guilabel:`Product Category`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:94 +msgid "Inside the :guilabel:`Catalog`, click :guilabel:`Suggest` in the upper-left corner to open the :guilabel:`Suggest Quantities based on Sales & Demands` pop-up window. Complete its fields as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:98 +msgid ":guilabel:`Replenish for`: Number of days intended to stock products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:99 +msgid ":guilabel:`Based on`: There are two inputs:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:101 +msgid "Period: select the time frame that represents historical demand (e.g., :guilabel:`Last 30 Days`, :guilabel:`April 2024`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:104 +msgid "Growth factor %: scale the demand up or down (e.g., 120% for 20% growth, 30% for 70% drop)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:106 +msgid "The total in the lower-right corner shows the order value. Odoo multiplies the vendor's *Unit Price* by the suggested quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:109 +msgid "Once the parameters are confirmed, click :guilabel:`Compute` to calculate recommended quantities, which are auto-filled in each product's quantities in the catalog. Adjust amounts if needed, then click :guilabel:`Back to Quotation` to confirm the final numbers on the |RFQ|." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:116 +msgid "Recommend at 100% growth" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:118 +msgid "A company needs to replenish orchids for 14 days, referencing the last 30 days of historical data, assuming the revenue growth is the same this month, at 100%." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:-1 +msgid "Compute suggestion for example 1." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:124 +msgid "Delivered/consumed within the period:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:126 +msgid "20 units delivered 15 days ago in a `WH/OUT` operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:127 +msgid "20 units delivered 1 day ago" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:128 +msgid "Total: 40 units in the last 30 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:168 +msgid "Variables" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:133 +msgid "Replenish for: 14 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:134 +msgid "Based on: 30 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:136 +msgid "total delivered/consumed in the period: 40 units" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:138 +msgid "Factor: 100%" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:140 +msgid "Average~Daily~Demand = \\frac{40}{30} \\approx 1.33 \\text{ units/day}" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:145 +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:182 +msgid "Suggested quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:147 +msgid "Suggested~Quantity = 1.33 \\times 14 \\approx 18.67 \\text{ (rounded to 19 units)}" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:154 +msgid "Suggestion to purchase 19 units." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:154 +msgid "Suggestion to purchase 19 orchids. Since the *Unit Price* is $3, :math:`$3 \\times 19 = $57`, which is the total amount displayed in the :guilabel:`Suggest Quantities based on Sales & Demands` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:159 +msgid "Recommend at 120% growth" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:161 +msgid "To plan for ordering roses this month, the company reviews the previous week's sales. Since a local event is coming up, the company expects 120% growth." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:-1 +msgid "Compute suggestion for example 2." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:170 +msgid "Replenish for 30 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:171 +msgid "Based on: 7 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:173 +msgid "total delivered/consumed in the past week: 166 units" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:175 +msgid "Factor: 120%" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:177 +msgid "Average~Daily~Demand = \\frac{166}{7} \\times 1.20 \\approx 28.46 \\text{ units/day}" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:184 +msgid "Suggested~Quantity = 28.46 \\times 30 \\approx 853.8 \\text{ (rounded to 854 units)}" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:191 +msgid "Suggestion to purchase 854 roses." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:191 +msgid "Suggestion to purchase 854 roses. Each rose costs $4.58 with the chosen vendor, so :math:`$4.58 \\times 854 = $3911.32`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:197 +msgid "Recommend from specific warehouse" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:199 +msgid "When there are multiple warehouses in a company, analyze delivered or consumed quantities in a specific warehouse to narrow the results. This is particularly helpful when multiple warehouses serve different communities, franchises, or branch stores." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:203 +msgid "To do that, ensure :doc:`multiple warehouses are set up <../../inventory/warehouses_storage/inventory_management/warehouses>` and deliveries or :abbr:`MOs (manufacturing orders)` are validated in each warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:207 +msgid "Navigate to the suggestion window by going to the :menuselection:`Purchase` app, clicking the desired |RFQ|, clicking the :guilabel:`Catalog` button in the product line, and then clicking :guilabel:`Suggest` in the upper-left corner." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:211 +msgid "With multiple warehouses set up, the :guilabel:`In` field becomes available, where the specific warehouse can be selected to analyze quantities consumed only in the specific warehouse, or leave the field blank to observe quantities across all warehouses." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:-1 +msgid "Show In field in the popup, displaying different warehouses to choose from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:219 +msgid "Best practices" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:221 +msgid "Validate historical data" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:223 +msgid "Forecasts are based on validated delivery orders, manufacturing orders, and other inventory actions that consume quantities. For delivery orders, the *Effective Date* field is considered the date the quantities were consumed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:0 +msgid "Example of effective date field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:230 +msgid "Maintain accurate vendor pricelists" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:232 +msgid "Review and update vendor pricelists to reflect the latest pricing and supplier information to ensure correct suggestions." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:235 +msgid "Test sales projections based on seasonality" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:237 +msgid "Reference prior months or quarters to capture seasonal fluctuations and experiment with growth and decline factors to project sales." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:240 +msgid "Review suggestions critically" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/purchase/advanced/suggest.rst:242 +msgid "Although the tool provides a baseline recommendation, always apply business judgment. Market changes, promotions, and upcoming events can affect actual demand." +msgstr "" + #: ../../content/applications/inventory_and_mrp/purchase/advanced/vendor_costs_report.rst:3 msgid "Vendor costs report" msgstr "" @@ -27300,56 +27666,50 @@ msgid ":doc:`blanket_orders`" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:3 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 -msgid "Bill control policies" +msgid "Control policies" msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:10 -msgid "In Odoo's *Purchase* app, the *bill control* policy determines the quantities billed by vendors on every purchase order (PO), for either ordered or received quantities." +msgid "In Odoo's **Purchase** app, the *Control Policy* determines the quantities billed by vendors on every purchase order (PO). For example, choosing *On ordered quantities* means the bill is based on ordered items, even if they have not been received yet." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:13 -msgid "The policy selected in the *Purchase* app settings acts as the default value, and is applied to any new product created." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:14 +msgid "The control policy is selected on the *Product* record." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:19 -msgid "To configure the *bill control* policy, navigate to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll down to the :guilabel:`Invoicing` section. Under :guilabel:`Bill Control`, select either :guilabel:`Ordered quantities` or :guilabel:`Received quantities`. Then, click :guilabel:`Save`." +msgid "To configure the control policy for a product, navigate to :menuselection:`Purchse app --> Prodcuts --> Products`, then click on a product record to open it. Click to the :guilabel:`Purchase` tab. Scroll to the :guilabel:`Vendor Bills` section. Under :guilabel:`Control Policy`, tick the radio button for either :guilabel:`On ordered quantities` or :guilabel:`On recieved quantities`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:-1 -msgid "Selected bill control policy in Purchase app settings." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:24 +msgid ":guilabel:`On ordered quantities`: Creates a vendor bill as soon as a |PO| is confirmed. The products and quantities in the |PO| are used to generate a draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:28 -msgid ":guilabel:`Ordered quantities`: creates a vendor bill as soon as a |PO| is confirmed. The products and quantities in the |PO| are used to generate a draft bill." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:26 +msgid ":guilabel:`On received quantities`: A bill is created only *after* part of the total order has been received. The products and quantities received are used to generate a draft bill. An error message appears if creation of a vendor bill is attempted without receiving anything." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:30 -msgid ":guilabel:`Received quantities`: a bill is created only *after* part of the total order has been received. The products and quantities received are used to generate a draft bill. An error message appears if creation of a vendor bill is attempted without receiving anything." +msgid "The default control policy for a product is determined by the :guilabel:`Product Type`:" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:0 -msgid "Bill control policy draft bill error message." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:32 +msgid "**Services**: The default control policy is *On ordered quantities*." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:39 -msgid "If a specific product should use a different control policy than selected in the *Purchase* app settings, the :guilabel:`Bill Control` policy for that product can be changed from its product form." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:33 +msgid "**Goods**: The default control policy is *On delivered quantities*" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:43 -msgid "To do that, navigate to :menuselection:`Purchase app --> Products --> Products`, and select a product. From the product form, click the :guilabel:`Purchase` tab. Under the :guilabel:`Vendor Bills` section, modify the selection in the :guilabel:`Control Policy` field." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:36 +msgid "Pay vendor bills with 3-way matching" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 -msgid "3-way matching" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:38 +msgid "The *3-way matching* feature ensures vendor bills are only paid once some, or all, of the products included in the |PO| have been received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:50 -msgid "The *3-way matching* feature ensures vendor bills are only paid once some (or all) of the products included in the |PO| have been received." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:53 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:41 msgid "To activate *3-way matching*, navigate to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll down to the :guilabel:`Invoicing` section. Then, tick the checkbox for :guilabel:`3-way matching` to enable the feature, and click :guilabel:`Save`." msgstr "" @@ -27357,31 +27717,23 @@ msgstr "" msgid "Enabled 3-way matching feature in Purchase app settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:62 -msgid "The :guilabel:`3-way matching` feature **only** works with the :guilabel:`Bill Control` policy set to :guilabel:`Received quantities`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:66 -msgid "Pay vendor bills with 3-way matching" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:68 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:48 msgid "When *3-way matching* is enabled, vendor bills display a :guilabel:`Should Be Paid` field under the :guilabel:`Other Info` tab. When a new vendor bill is created, the field is set to :guilabel:`Yes`, since a bill **cannot** be created until at least some of the products included in a |PO| have been received." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:73 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:53 msgid "To create a vendor bill from a |PO|, navigate to :menuselection:`Purchase app --> Orders --> Purchase Orders`. From the :guilabel:`Purchase Orders` page, select the desired |PO| from the list. Then, click :guilabel:`Create Bill`. Doing so opens a new draft :guilabel:`Vendor Bill` form, in the :guilabel:`Draft` stage. Click the :guilabel:`Other Info` tab, and locate the :guilabel:`Should Be Paid` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:80 -msgid "The |PO| selected from the list **must not** be billed yet, or an :guilabel:`Invalid Operation` pop-up window appears. This occurs for |POs| with a :guilabel:`Received quantities` policy, and a :guilabel:`Fully Billed` :guilabel:`Billing Status`." +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:60 +msgid "The |PO| selected from the list **must not** be billed yet, or an :guilabel:`Invalid Operation` pop-up window appears." msgstr "" #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:0 msgid "Invalid Operation pop-up window for billed Purchase Order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:88 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:66 msgid "Click the drop-down menu next to :guilabel:`Should Be Paid` to view the available options: :guilabel:`Yes`, :guilabel:`No`, and :guilabel:`Exception`." msgstr "" @@ -27389,47 +27741,47 @@ msgstr "" msgid "Should Be Paid field status on draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:96 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:73 msgid "If the total quantity of products from a |PO| has not been received, Odoo only includes the products that *have* been received in the draft vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:99 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:76 msgid "Draft vendor bills can be edited to increase the billed quantity, change the price of the products in the bill, and add additional products to the bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:102 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:79 msgid "If the draft bill's information is changed, the :guilabel:`Should Be Paid` field status is set to :guilabel:`Exception`. This means that Odoo notices the discrepancy, but does not block the changes or display an error message, since there might be a valid reason for making changes to the draft bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:107 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:84 msgid "To process the vendor bill, select a date in the :guilabel:`Bill Date` field, and click :guilabel:`Confirm`, followed by :guilabel:`Register Payment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:110 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:87 msgid "This opens a :guilabel:`Register Payment` pop-up window. From this window, accounting information is pre-populated based on the database's accounting settings. Click :guilabel:`Create Payment` to process the vendor bill." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:114 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:91 msgid "Once payment has been registered for a vendor bill, and the bill displays the green :guilabel:`Paid` banner, the :guilabel:`Should Be Paid` field status is set to :guilabel:`No`." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:118 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:95 msgid "The :guilabel:`Should Be Paid` status on bills is automatically set by Odoo. However, the status can be manually changed by clicking the field's drop-down menu inside the :guilabel:`Other Info` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:123 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:100 msgid "View a purchase order's billing status" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:125 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:102 msgid "Once a |PO| is confirmed, its :guilabel:`Billing Status` can be viewed under the :guilabel:`Other Information` tab on the |PO| form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:128 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:105 msgid "To view the :guilabel:`Billing Status` of a |PO|, navigate to :menuselection:`Purchase app --> Orders --> Purchase Orders`, and select a |PO| to view." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:131 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:108 msgid "Click the :guilabel:`Other Information` tab, and locate the :guilabel:`Billing Status` field." msgstr "" @@ -27437,60 +27789,60 @@ msgstr "" msgid "Billing status field on a purchase order form." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:137 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:113 msgid "The table below details the different values the :guilabel:`Billing Status` field could read, and when they are displayed, depending on the *Bill Control* policy used." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:144 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:120 msgid "Billing Status" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:145 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:121 msgid "On received quantities" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:146 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:122 msgid "On ordered quantities" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:147 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:123 msgid "Nothing to Bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:148 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:124 msgid "PO confirmed; no products received" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:149 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:125 msgid "*Not applicable*" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:150 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:126 msgid "Waiting Bills" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:151 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:127 msgid "All/some products received; bill not created" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:152 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:128 msgid "PO confirmed" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:153 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:129 msgid "Fully Billed" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:154 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:130 msgid "All/some products received; draft bill created" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:155 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:131 msgid "Draft bill created" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:158 -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:218 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/control_bills.rst:134 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:220 msgid ":doc:`manage`" msgstr "" @@ -27506,6 +27858,10 @@ msgstr "" msgid "In Odoo, a vendor bill can be created at different points in the purchasing process, depending on the *bill control* policy chosen in the *Purchase* app's settings." msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:20 +msgid "Bill control policies" +msgstr "" + #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:22 msgid "To configure the default bill control policy, navigate to :menuselection:`Purchase app --> Configuration --> Settings`, and scroll to the :guilabel:`Invoicing` section." msgstr "" @@ -27542,6 +27898,10 @@ msgstr "" msgid "Control policy field on product form." msgstr "" +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:51 +msgid "3-way matching" +msgstr "" + #: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:53 msgid "The *3-way matching* policy ensures vendor bills are only paid once all (or some) products in a purchase order (PO) have been received." msgstr "" @@ -28044,35 +28404,35 @@ msgstr "" msgid ":doc:`../../../essentials/contacts`" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:191 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:193 msgid "Confirm order" msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:193 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:195 msgid "Clicking :guilabel:`Confirm Order` directly transforms the |RFQ| into an active |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:196 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:198 msgid "Odoo tracks communications on each order through the chatter of the |PO| form. This shows the emails sent between the user and the contact, as well as any internal notes and activities. Messages, notes, and activities can also be logged on the chatter." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:200 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:202 msgid "Once an |RFQ| is confirmed, it creates a |PO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:202 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:204 msgid "On the new |PO|, the :guilabel:`Order Deadline` field changes to :guilabel:`Confirmation Date`, which displays the date and time the user confirmed the order." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:205 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:207 msgid "Depending on the user's chosen configuration in the **Purchase** app settings, a *vendor bill* is created once products have been ordered or received. For more information, refer to the documentation on :doc:`managing vendor bills `." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:210 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:212 msgid "After an order is placed, clicking :guilabel:`Receive Products` records the reception of new products into the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:214 +#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/rfq.rst:216 msgid "With the **Inventory** app installed, confirming a |PO| automatically creates a receipt document, with the product information and expected arrival dates automatically populated." msgstr "" @@ -29649,26 +30009,30 @@ msgid ":guilabel:`Take a Picture` requires a picture to be attached to the check msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:53 -msgid ":guilabel:`Pass - Fail` is used when the product being checked must meet a certain criteria to pass the check." +msgid ":guilabel:`Print label` opens a pop-up from which labels can be printed. This step can be customized to provide instructions about where to add the labels on a product." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:55 -msgid "Selecting :guilabel:`Measure` causes a :guilabel:`Measure` input field to appear, in which a measurement must be entered before the check can be completed." +msgid ":guilabel:`Pass - Fail` is used when the product being checked must meet a certain criteria to pass the check." msgstr "" #: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:57 +msgid "Selecting :guilabel:`Measure` causes a :guilabel:`Measure` input field to appear, in which a measurement must be entered before the check can be completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:59 msgid "Selecting :guilabel:`Worksheet` causes a :guilabel:`Quality Template` drop-down field to appear. Use it to select a quality worksheet that must be filled out to complete the check." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:60 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:62 msgid "In the :guilabel:`Team` field, select the quality team that is responsible for the quality check. In the :guilabel:`Company` field, select the company that owns the product being inspected." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:63 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:65 msgid "On the :guilabel:`Notes` tab at the bottom of the form, enter any relevant instructions in the :guilabel:`Instructions` text entry box (ex. 'Attach a picture of the product'). In the :guilabel:`Notes` text entry box, enter any relevant information about the quality check (who created it, why it was created, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:68 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:70 msgid "Finally, if the check is being processed immediately, click the :guilabel:`Pass` button at the top left of the screen if the check passes, or the :guilabel:`Fail` button if the check fails." msgstr "" @@ -29676,43 +30040,43 @@ msgstr "" msgid "A quality check form filled out for a Pass - Fail check." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:76 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:78 msgid "Process quality check" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:78 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:80 msgid "Quality checks can be processed directly on the quality check's page, or from a manufacturing or inventory order for which a check is required. Alternatively, if a quality check is created for a specific work order operation, the check is processed in the *Shop Floor* module." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:83 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:85 msgid "It is not possible to manually create a single quality check that is assigned to a specific work order operation. Quality checks for work order operations can only be created by a |QCP|. See the documentation on :ref:`Quality Control Points ` for information about how to configure a |QCP| that will create quality checks for a specific work order operation." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:90 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:92 msgid "Quality check page" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:92 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:94 msgid "To process a quality check from the check's page, begin by navigating to :menuselection:`Quality --> Quality Control --> Quality Checks`, then select the check to process. Follow the instructions for how to complete the check, listed in the :guilabel:`Instructions` field of the :guilabel:`Notes` tab at the bottom of the page." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:97 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:99 msgid "If the quality check passes, click the :guilabel:`Pass` button at the top of the page. If the check fails, click the :guilabel:`Fail` button, instead." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:101 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:103 msgid "Quality check on order" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:103 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:105 msgid "To process a quality check on an order, select a manufacturing or inventory order (receipt, delivery, return, etc.), for which a check is required. Manufacturing orders can be selected by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and clicking on an order. Inventory orders can be selected by navigating to :menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on an operation card, and selecting an order." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:109 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:111 msgid "On the selected inventory or manufacturing order, a purple :guilabel:`Quality Checks` button appears at the top of the order. Click the button to open the :guilabel:`Quality Check` pop-up window, which shows all of the quality checks required for that order." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:113 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:115 msgid "Follow the instructions that appear on the :guilabel:`Quality Check` pop-up window. If a Pass - Fail check is being processed, complete the check by clicking :guilabel:`Pass` or :guilabel:`Fail` at the bottom of the pop-up window. For all other quality check types, a :guilabel:`Validate` button appears instead. Click it to complete the check." msgstr "" @@ -29720,43 +30084,43 @@ msgstr "" msgid "The \"Quality Check\" pop-up window on a manufacturing order." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:123 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:125 msgid "Quality check on work order" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:125 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:127 msgid "To process a quality check for a work order, begin by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select an |MO| that includes a work order for which a quality check is required." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:135 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:137 msgid "For a full guide to the Shop Floor module, see the :doc:`Shop Floor overview <../../manufacturing/shop_floor/shop_floor_overview>` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:142 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:144 msgid "Process the work order's steps until the quality check step is reached. Click on the step to open a pop-up window that details how the check should be completed. After following the instructions, click :guilabel:`Validate` to complete the check. Alternatively, if a *Pass - Fail* check is being processed, click either the :guilabel:`Pass` or :guilabel:`Fail` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:147 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:149 msgid "It is also possible to complete a quality check by clicking the checkbox on the right side of the step. Doing so automatically marks the check as *Passed*." msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:151 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:153 msgid "The specific steps for processing a quality check depend upon the type of check being conducted. For information about processing each type of quality check, see the associated documentation:" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:154 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:156 msgid ":doc:`../quality_check_types/instructions_check`" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:155 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:157 msgid ":doc:`../quality_check_types/pass_fail_check`" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:156 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:158 msgid ":doc:`../quality_check_types/measure_check`" msgstr "" -#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:157 +#: ../../content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst:159 msgid ":doc:`../quality_check_types/picture_check`" msgstr "" diff --git a/locale/sources/marketing.pot b/locale/sources/marketing.pot index f1bc3f692..3a5c8e2fc 100644 --- a/locale/sources/marketing.pot +++ b/locale/sources/marketing.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1683,13 +1683,13 @@ msgid "Throughout the campaign, the marketing team continuously refers to the sm msgstr "" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:355 -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:223 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:225 #: ../../content/applications/marketing/email_marketing/unsubscriptions.rst:129 msgid ":doc:`../email_marketing`" msgstr "" #: ../../content/applications/marketing/email_marketing/lost_leads_email.rst:356 -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:224 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:226 msgid ":doc:`unsubscriptions`" msgstr "" @@ -1782,31 +1782,31 @@ msgstr "" msgid "Once all the configurations on the mailing list form are complete, Odoo automatically adds the new mailing list to the :guilabel:`Mailing List` page in the *Email Marketing* app (:menuselection:`Email Marketing app --> Mailing Lists --> Mailing Lists`)." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:64 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:66 msgid "Add contacts to mailing list" msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:66 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:68 msgid "In Odoo *Email Marketing*, there are a few different ways to add contacts to a mailing list." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:68 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:70 msgid "From the :guilabel:`Mailing Lists` page (:menuselection:`Email Marketing --> Mailing Lists --> Mailing Lists`), click the :guilabel:`Total Contacts` link on the line of the desired mailing list to which contacts should be added." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:72 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:74 msgid "Doing so reveals a separate :guilabel:`Mailing List Contacts` page for that specific mailing list, where contacts can be created or imported, and then added to the specific mailing list." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:75 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:77 msgid "This same page can also be accessed by clicking the desired mailing list from the :guilabel:`Mailing Lists` page, and then clicking the :guilabel:`Recipients` smart button on the mailing list form." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:78 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:80 msgid "Doing so *also* reveals a separate :guilabel:`Mailing List Contacts` page for that specific mailing list, where contacts can be created or imported, and then added to the specific mailing list." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:81 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:83 msgid "Contacts can also be directly imported to a specific mailing list from the :guilabel:`Mailing Lists` page, by clicking :guilabel:`Import Contacts` to the far-right of the desired mailing list." msgstr "" @@ -1814,7 +1814,7 @@ msgstr "" msgid "The import contacts button of a mailing list line in Odoo Email Marketing." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:88 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:90 msgid "Doing so reveals an :guilabel:`Import Mailing Contacts` pop-up form." msgstr "" @@ -1822,19 +1822,19 @@ msgstr "" msgid "The import mailing contacts pop-up form that appears in Odoo Email Marketing." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:94 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:96 msgid "Here, the desired mailing list is auto-populated in the :guilabel:`Import contacts in` field. Beneath that, write or paste email addresses in the :guilabel:`Contact List` field." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:97 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:99 msgid "The option to import a country, company name, and more is available, via the :guilabel:`Upload a file` link at the bottom of the pop-up form." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:100 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:102 msgid "When all contacts and configurations are complete, click :guilabel:`Import`." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:102 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:104 msgid "To add contacts to a specific mailing list from a master list of all mailing list contacts in the database, navigate to :menuselection:`Email Marketing app --> Mailing Lists --> Mailing List Contacts`. Doing so reveals the :guilabel:`Mailing List Contacts` page, featuring a list of all contacts associated with every mailing list." msgstr "" @@ -1842,19 +1842,19 @@ msgstr "" msgid "The Mailing List page in the Odoo Email Marketing application." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:111 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:113 msgid "The default :guilabel:`Exclude Blacklisted Emails` filter appears in the search bar." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:113 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:115 msgid "From the :guilabel:`Mailing List Contacts` page, contacts can be created and/or imported, and then added to a mailing list." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:116 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:118 msgid "To add an existing contact to a mailing list, select the desired contact from the list on the :guilabel:`Mailing List Contacts` page to reveal their contact form." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:119 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:121 msgid "At the bottom of their contact form, click :guilabel:`Add a line` under the :guilabel:`Mailing List` column, locate the desired mailing list from the drop-down menu, and select it." msgstr "" @@ -1862,55 +1862,55 @@ msgstr "" msgid "The Add a line for mailing lists on a standard contact form in Odoo Email Marketing." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:127 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:129 msgid "A mailing list can be created directly from a contact form, by typing the name of the new mailing list in the :guilabel:`Mailing List` field. Then, after a new mailing list name has been entered, two options appear on the drop-down menu beneath the new mailing list name." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:131 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:133 msgid "From this drop-down menu, select :guilabel:`Create` to create the mailing list and edit it later, or select :guilabel:`Create and edit...` to create and edit the new mailing list right away." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:134 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:136 msgid "To remove a contact from a mailing list that the contact has been added to, enable the :guilabel:`Opt Out` checkbox. If the :guilabel:`Opt Out` checkbox is ticked, the ability to add a :guilabel:`Reason` why the contact opted-out is also available." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:138 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:140 msgid "When/if a contact *has* opted-out of a mailing list, the date they activated their opt-out appears in the :guilabel:`Unsubscription Date` column on their contact form." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:141 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:143 msgid "Lastly, the initial :guilabel:`Subscription Date` can be seen, as well. This field is auto-populated with the date and time their subscription to the mailing list has been saved." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:144 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:146 msgid "Multiple mailing lists can be added to a single contact form." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:146 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:148 msgid "To delete any mailing list from a contact form, simply click the :guilabel:`🗑️ (trash can)` icon." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:149 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:151 msgid "Link mailing list to website" msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:151 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:153 msgid "When a mailing list is created in the database, Odoo provides the option to directly link the mailing list to the Odoo-built website (created via the Odoo *Website* application)." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:154 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:156 msgid "To link a mailing list to a website, navigate to the front-end of the website, which can be accomplished in a variety of ways throughout the database. The most direct way to get to the front-end of the website is to simply open the :menuselection:`Website` application from the main Odoo dashboard." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:159 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:161 msgid "Doing so reveals the designated homepage of the Odoo-built website for the database." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:161 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:163 msgid "From the front-end of the website, click the :guilabel:`Edit` button in the upper-right corner. When clicked, Odoo reveals a right-sidebar, filled with drag-and-drop *building blocks*, packed with various features, options, and design elements." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:165 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:167 msgid "Next, in the search bar of the right-sidebar, search for `Newsletter`. The :guilabel:`Newsletter` selection of building blocks is used to add subscription fields for any mailing list onto the website." msgstr "" @@ -1918,11 +1918,11 @@ msgstr "" msgid "View of how to quickly search for Newsletter blocks in the Odoo Website application." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:173 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:175 msgid "Doing so reveals the following building block options: :guilabel:`Newsletter Block`, :guilabel:`Newsletter Popup`, and :guilabel:`Newsletter`. Any of these options can be used to add subscription fields for a mailing list onto the website." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:177 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:179 msgid "The :guilabel:`Newsletter Block` option places a customizable block onto the body of the website where a visitor to enter their email and click a button to subscribe to a designated mailing list." msgstr "" @@ -1931,7 +1931,7 @@ msgstr "" msgid "Sample of how a newsletter block appears on an Odoo Website." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:184 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:186 msgid "The :guilabel:`Newsletter Popup` option reveals a customizable pop-up window that appears when a visitor scrolls to the specific section of the webpage on which the building block is placed. When the visitor reaches the designated section, a pop-up window appears, in which a visitor can enter their email address, click a button, and subscribe to that predetermined mailing list." msgstr "" @@ -1939,19 +1939,19 @@ msgstr "" msgid "Sample of how a newsletter popup block appears on an Odoo Website." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:193 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:195 msgid "The :guilabel:`Newsletter` option provides the same functionality as the other options. However, it only consists of a field for the visitor to enter their email address, and a button to subscribe to the mailing list." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:197 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:199 msgid "It is covertly designed in this fashion to be cleanly implemented into the content of the webpage and/or footer." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:204 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:206 msgid "Once the desired newsletter building block is chosen, drag-and-drop it onto the body of the website. Then, select the newly-placed newsletter building block to reveal its configuration options on the right-sidebar." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:208 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:210 msgid "From there, open the :guilabel:`Newsletter` drop-down menu, and select the specific mailing list that should be applied to the block." msgstr "" @@ -1959,11 +1959,11 @@ msgstr "" msgid "The newsletter drop-down menu in the customize sidebar that appears in Odoo Website." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:215 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:217 msgid "Once the desired configurations and customizations are complete, be sure to click the :guilabel:`Save` button in the upper-right corner." msgstr "" -#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:218 +#: ../../content/applications/marketing/email_marketing/mailing_lists.rst:220 msgid "Now, when a visitor enters their email address, and clicks the button to subscribe, they are instantly subscribed to that pre-configured mailing list. They are also added as a contact for that mailing list in Odoo *Email Marketing*." msgstr "" @@ -4839,7 +4839,7 @@ msgid "The default confirmation button, in the body of the template, links direc msgstr "" #: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:84 -msgid "To provide a streamlined experience for the contact, consider :doc:`creating a page on the website <../../../websites/website/pages>` that expresses gratitude to the contact for confirming their subscription to the mailing list. Add the link to that page in the URL of the confirmation button." +msgid "To provide a streamlined experience for the contact, consider :doc:`creating a page on the website <../../../websites/website/structure/pages>` that expresses gratitude to the contact for confirming their subscription to the mailing list. Add the link to that page in the URL of the confirmation button." msgstr "" #: ../../content/applications/marketing/marketing_automation/campaign_templates/double_optin.rst:90 @@ -5800,35 +5800,35 @@ msgstr "" msgid "Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions, such as event registrations, free trials, purchases, etc., since text and mobile-based marketing channels typically yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through rate)` outcomes." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:49 +#: ../../content/applications/marketing/sms_marketing.rst:55 msgid "SMS marketing dashboard" msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:51 +#: ../../content/applications/marketing/sms_marketing.rst:57 msgid "When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which showcases the various SMS mailings that have been created, along with pertinent information and data related to that specific message." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:55 +#: ../../content/applications/marketing/sms_marketing.rst:61 msgid "The :icon:`oi-view-kanban` :guilabel:`Kanban` view is the default Odoo uses when the application is opened, which provides an organized display of the SMS mailings that have been created, and what their current status is at the moment." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:60 +#: ../../content/applications/marketing/sms_marketing.rst:66 msgid "An :abbr:`SMS (Short Message Service)` mailing can have one of the following statuses: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or :guilabel:`Sent`." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:63 +#: ../../content/applications/marketing/sms_marketing.rst:69 msgid "In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different view options to choose from. Each one provides a unique take on the same SMS information." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:66 +#: ../../content/applications/marketing/sms_marketing.rst:72 msgid "The :icon:`oi-view-list` :guilabel:`List` view provides the same useful data related to SMS mailings, but in a more traditional list layout." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:69 +#: ../../content/applications/marketing/sms_marketing.rst:75 msgid "The :icon:`fa-calendar` :guilabel:`Calendar` view shows when SMS mailings are scheduled or have been sent. Clicking a future date opens a blank SMS template to be scheduled for that date." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:72 +#: ../../content/applications/marketing/sms_marketing.rst:78 msgid "Lastly, the :icon:`fa-area-chart` :guilabel:`Graph` view visualizes that same SMS-related data in series of graphs and charts. Odoo also provides various ways to sort and group the data for more detailed analysis." msgstr "" @@ -6607,6 +6607,142 @@ msgstr "" msgid "Add any necessary notes under the :guilabel:`Notes` tab. Finally, navigate away from the completed automation rule, or manually save (by clicking the :guilabel:`☁️ (cloud)` icon), to implement the change." msgstr "" +#: ../../content/applications/marketing/sms_marketing/twilio.rst:4 +msgid "SMS via Twilio" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:7 +msgid "What is Twilio" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:9 +msgid "Twilio is a third-party provider that enables you to send SMS messages to your clients. Odoo provides an easy way to use this service within your Odoo apps." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:13 +msgid "Why would I need it?" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:15 +msgid "Although Odoo already comes with an out-of-the-box (IAP) solution for SMS messages, it might not work in some countries with stricter legal requirements. Currently, Odoo registers itself when possible to avoid extra setup for its customers, however in some countries that is not enough and the client itself must do it. This can be done through Twilio." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:21 +msgid "Setup your Twilio account" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:23 +msgid "By creating a Twilio account, you will be able to create a virtual phone number from which you will be able to send SMS messages. These cost credits that are to be bought on Twilio, not Odoo." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:26 +msgid "Go to `Twilio `_" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:27 +msgid "Sign up and create a Twilio account" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:28 +msgid "Within your Twilio account, you can create multiple accounts (e.g. one for testing, one for each sub-company, etc.)" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:30 +msgid "Create a new account" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:32 +msgid "Enter the name, and select :guilabel:`Twilio` for the type" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:33 +msgid "Select your :guilabel:`Billing Country` and click :guilabel:`Create new account`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:34 +msgid "Select the different options that match your needs" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:36 +msgid "For the :guilabel:`Twilio product`, select :guilabel:`SMS`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:37 +msgid "For :guilabel:`How to build with Twilio`, select :guilabel:`With no code at all`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:38 +msgid "For your :guilabel:`goal`, select :guilabel:`3rd party integrations`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:39 +msgid "Click on :guilabel:`Get Started with Twilio`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:40 +msgid "You account is now created, and you should arrive on your :guilabel:`Dashboard`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:41 +msgid "Go to :menuselection:`Phone Numbers --> Manage --> Buy a number`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:42 +msgid "Buy a number (it is a paying service, but you should have received some credits to start with)" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:43 +msgid "Go back to bottom of the :guilabel:`Dashboard` page" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:44 +msgid "Copy the :guilabel:`Account SID` and :guilabel:`Auth Token`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:47 +msgid "In case of a testing account, you will only be able to send SMS to phones that you have verified within `Twilio's console `_." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:51 +msgid "Sending SMS to some countries (such as the US or Canada) might require a registration. This can only be done by you, and not by Odoo. Please check out `Twilio's Help Center `_." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:57 +msgid "Setup Odoo to use Twilio" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:59 +msgid ":ref:`Install ` the :guilabel:`Twilio SMS` module (`sms_twilio`)" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:60 +msgid "In Odoo, go to :menuselection:`Settings --> General Settings --> Contacts --> Send SMS`, select :guilabel:`Send via Twilio` option, and save your change." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:62 +msgid "Go back to that option, and click :guilabel:`Configure Twilio Account`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:63 +msgid "Paste the copied credentials accordingly" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:64 +msgid "Click on :guilabel:`Reload numbers`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:65 +msgid "Your newly bought phone number should appear in the list" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:66 +msgid "You can use the :guilabel:`Test Number` field to send an SMS" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:68 +msgid "You can have multiple numbers (for instance once per country, or one per campaign), in that case, you can reorder the numbers. By default, when sending an SMS to a client, Odoo will select the number whose country is the same as the client. If none matches, Odoo will use the first number available from the list respecting the order you have chosen." +msgstr "" + #: ../../content/applications/marketing/social_marketing.rst:5 msgid "Social Marketing" msgstr "" diff --git a/locale/sources/productivity.pot b/locale/sources/productivity.pot index 207156c72..7cbc10aea 100644 --- a/locale/sources/productivity.pot +++ b/locale/sources/productivity.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -31,7 +31,7 @@ msgstr "" #: ../../content/applications/productivity/appointments.rst:16 #: ../../content/applications/productivity/appointments/create-opps.rst:13 #: ../../content/applications/productivity/documents.rst:39 -#: ../../content/applications/productivity/spreadsheet/insert.rst:580 +#: ../../content/applications/productivity/spreadsheet/insert.rst:590 #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:17 #: ../../content/applications/productivity/voip/onsip.rst:33 msgid "Configuration" @@ -1322,7 +1322,7 @@ msgstr "" #: ../../content/applications/productivity/data_cleaning.rst:0 #: ../../content/applications/productivity/whatsapp.rst:275 -#: ../../content/applications/productivity/whatsapp.rst:679 +#: ../../content/applications/productivity/whatsapp.rst:680 msgid "Name" msgstr "" @@ -2201,9 +2201,9 @@ msgid "Icon" msgstr "" #: ../../content/applications/productivity/discuss.rst:114 -#: ../../content/applications/productivity/knowledge.rst:93 -#: ../../content/applications/productivity/knowledge.rst:275 -#: ../../content/applications/productivity/knowledge.rst:297 +#: ../../content/applications/productivity/knowledge.rst:94 +#: ../../content/applications/productivity/knowledge.rst:279 +#: ../../content/applications/productivity/knowledge.rst:301 msgid "Use" msgstr "" @@ -2308,7 +2308,7 @@ msgid ":doc:`discuss/team_communication`" msgstr "" #: ../../content/applications/productivity/discuss.rst:164 -#: ../../content/applications/productivity/discuss/team_communication.rst:114 +#: ../../content/applications/productivity/discuss/team_communication.rst:100 msgid ":doc:`/applications/essentials/activities`" msgstr "" @@ -2337,7 +2337,7 @@ msgid "A live chat conversation using a canned response." msgstr "" #: ../../content/applications/productivity/discuss/canned_responses.rst:18 -msgid "Canned responses are available :ref:`to use ` in **Live Chat** conversations, the **Discuss** app, and the *Chatter* composer. This includes direct message conversations, channel conversations, and **WhatsApp** messages." +msgid "Canned responses are available :ref:`to use ` in **Live Chat** conversations, the **Discuss** app, and the *Chatter*. Canned responses are also available in direct message conversations, channel conversations, and *WhatsApp* messages." msgstr "" #: ../../content/applications/productivity/discuss/canned_responses.rst:25 @@ -2369,95 +2369,87 @@ msgid "Try to connect the shortcut to the topic of the substitution. Not only do msgstr "" #: ../../content/applications/productivity/discuss/canned_responses.rst:48 -msgid "In the :guilabel:`Description` field, add any information that provides context for this response, such as guidelines for when it should or should not be used." -msgstr "" - -#: ../../content/applications/productivity/discuss/canned_responses.rst:51 msgid "The :guilabel:`Created by` field automatically populates with the name of the user that creates a new response. This field cannot be edited." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:54 +#: ../../content/applications/productivity/discuss/canned_responses.rst:51 msgid "To :ref:`share ` this response with other users, select one or more groups in the :guilabel:`Authorized Group` field that should have access." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:58 +#: ../../content/applications/productivity/discuss/canned_responses.rst:55 msgid "If the :guilabel:`Authorized Group` field is left blank, the response can **only** be used by the user that created it." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:61 -msgid "Canned responses created by the database are automatically credited as created by *OdooBot*. They must be assigned to an *authorized group* before they can be used by **any** users. To view the responses created by *OdooBot*, navigate to :menuselection:`Discuss app --> Configuration --> Canned Responses`. Click into the search bar, and remove any filters." +#: ../../content/applications/productivity/discuss/canned_responses.rst:58 +msgid "Canned responses created by the database are automatically credited as created by *OdooBot*. They must be assigned to an *authorized group* before they can be used by **any** users. To view the responses created by *OdooBot*, navigate to :menuselection:`Discuss app --> Configuration --> Canned Responses`." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:66 +#: ../../content/applications/productivity/discuss/canned_responses.rst:63 msgid "Lastly, the :guilabel:`Last Used` field keeps track of the date and time each response was most recently used. This field cannot be edited." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:72 +#: ../../content/applications/productivity/discuss/canned_responses.rst:69 msgid "Share responses" msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:74 +#: ../../content/applications/productivity/discuss/canned_responses.rst:71 msgid "Canned responses, by default, are made available **only** to the user who creates them. To make a canned response available for others to use, they need to be shared." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:78 +#: ../../content/applications/productivity/discuss/canned_responses.rst:75 msgid "Users with *Administrator* access rights can view and edit canned responses created by other users through the **Discuss** app. However, they are **only** able to use them if they are included in an authorized group that has been designated on that canned responses item line, located on the :guilabel:`Canned Responses` page." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:83 +#: ../../content/applications/productivity/discuss/canned_responses.rst:80 msgid "Access to shared responses is granted on the :ref:`groups ` level." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:85 +#: ../../content/applications/productivity/discuss/canned_responses.rst:82 msgid "To view the *Groups* a user is a member of, first enable :ref:`Developer mode `, then navigate to :menuselection:`Settings app --> Users & Companies --> Users`. Select a user from the list, and click to open their :guilabel:`User Record`. Then, click the :guilabel:`Groups` smart button at the top of the page." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:91 +#: ../../content/applications/productivity/discuss/canned_responses.rst:88 msgid "To view a list of users in a specific group, first enable :doc:`Developer mode <../../general/developer_mode/>`. Next, navigate to :menuselection:`Settings app --> Users & Companies --> Groups`. Select a group from the list, then click to open the :guilabel:`Group Record`. A list of users is included on the :guilabel:`Users` tab." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:96 +#: ../../content/applications/productivity/discuss/canned_responses.rst:93 msgid "After determining what groups should have access to a response, they **must** :ref:`be added ` to the :guilabel:`Authorized Groups` field for each canned response." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:101 +#: ../../content/applications/productivity/discuss/canned_responses.rst:98 msgid "The user who created the response can use it, even if they are not a member of one of the *Authorized Groups*." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:107 +#: ../../content/applications/productivity/discuss/canned_responses.rst:104 msgid "Use a canned response" msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:109 -msgid "Canned responses can be used in the **Discuss** app, in a **Live Chat** conversation, or on any record that contains a *Chatter* composer. This includes direct message conversations, channel conversations, and *WhatsApp* messages." +#: ../../content/applications/productivity/discuss/canned_responses.rst:106 +msgid "To use a canned response in a conversation, click the :icon:`fa-plus-circle` :guilabel:`(plus)` icon in the message window. Then, click :guilabel:`Insert a Canned Response`. This opens a list of available canned responses. Either select a response from the list, or type the appropriate shortcut, then click the :icon:`fa-paper-plane` :guilabel:`(send)` icon or hit :kbd:`Enter`." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:113 -msgid "To use a canned response, type a colon (`:`) into a *Chatter* composer or chat window, followed by the shortcut. Then press :kbd:`Enter`. This replaces the shortcut with the substitution, though the response can still be edited before it is sent." +#: ../../content/applications/productivity/discuss/canned_responses.rst:112 +msgid "Typing `::` in the *Chatter* composer, or chat window, on its own generates a drop-down list of available canned responses. A response can be selected from the list, in addition to the use of shortcuts." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:118 -msgid "Typing `:` in the *Chatter* composer, or chat window, on its own generates a drop-down list of available canned responses. A response can be selected from the list, in addition to the use of shortcuts." -msgstr "" - -#: ../../content/applications/productivity/discuss/canned_responses.rst:122 -msgid "To search through the list of available responses, type `:`, followed by the first few letters of the shortcut." +#: ../../content/applications/productivity/discuss/canned_responses.rst:116 +msgid "To search through the list of available responses, type `::`, followed by the first few letters of the shortcut." msgstr "" #: ../../content/applications/productivity/discuss/canned_responses.rst:0 msgid "A live chat window with a list of all available canned responses." msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:129 +#: ../../content/applications/productivity/discuss/canned_responses.rst:123 msgid ":doc:`Chatter `" msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:130 -#: ../../content/applications/productivity/discuss/chatter.rst:421 +#: ../../content/applications/productivity/discuss/canned_responses.rst:124 +#: ../../content/applications/productivity/discuss/chatter.rst:430 msgid ":doc:`Discuss <../discuss>`" msgstr "" -#: ../../content/applications/productivity/discuss/canned_responses.rst:131 +#: ../../content/applications/productivity/discuss/canned_responses.rst:125 msgid ":ref:`Commands and Canned Responses `" msgstr "" @@ -2465,35 +2457,35 @@ msgstr "" msgid "Chatter" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:8 +#: ../../content/applications/productivity/discuss/chatter.rst:9 msgid "The *Chatter* feature is integrated throughout Odoo to streamline communication, maintain traceability, and provide accountability among team members. Chatter windows, known as *composers*, are located on almost every record within the database, and allow users to communicate with both internal users and external contacts." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:13 +#: ../../content/applications/productivity/discuss/chatter.rst:14 msgid "Chatter composers also enable users to log notes, upload files, and schedule activities." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:16 +#: ../../content/applications/productivity/discuss/chatter.rst:17 msgid "Chatter thread" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:18 -msgid "A *chatter thread* can be found on most pages in the database, and serves as a record of the updates and edits made to a record. A note is logged in the chatter thread when a change is made. The note includes details of the change, and a time stamp." +#: ../../content/applications/productivity/discuss/chatter.rst:19 +msgid "A *chatter thread* can be found on most pages in the database, and serves as a record of the updates and edits made to a record. A note is logged in the chatter thread when a change is made to the record. The note includes details of the change, and a time stamp." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:23 +#: ../../content/applications/productivity/discuss/chatter.rst:24 msgid "A user, Mitchell Admin, needs to update the email address of a contact. After they save the changes to the contact record, a note is logged in the chatter of the contact record with the following information:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:27 +#: ../../content/applications/productivity/discuss/chatter.rst:28 msgid "The date when the change occurred." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:28 +#: ../../content/applications/productivity/discuss/chatter.rst:29 msgid "The email address as it was previously listed." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:29 +#: ../../content/applications/productivity/discuss/chatter.rst:30 msgid "The updated email address." msgstr "" @@ -2509,111 +2501,111 @@ msgstr "" msgid "A close up of a chatter thread of an OdooBot created contact record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:46 +#: ../../content/applications/productivity/discuss/chatter.rst:45 msgid "Add followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:48 +#: ../../content/applications/productivity/discuss/chatter.rst:47 msgid "A *follower* is a user or contact that is added to a record and is notified when the record is updated, based on specific :ref:`follower subscription settings `. Followers can add themselves, or can be added by another user." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:53 +#: ../../content/applications/productivity/discuss/chatter.rst:52 msgid "If a user creates, or is assigned to a record, they are automatically added as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:55 +#: ../../content/applications/productivity/discuss/chatter.rst:54 msgid "To follow a record, navigate to any record with a chatter thread. For example, to open a *Helpdesk* ticket, navigate to :menuselection:`Helpdesk app --> Tickets --> All Tickets`, and select a ticket from the list to open it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:59 +#: ../../content/applications/productivity/discuss/chatter.rst:58 msgid "At the top-right, above the chatter composer, click :guilabel:`Follow`. Doing this changes the button to read :guilabel:`Following`. Click it again to :guilabel:`Unfollow`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:63 +#: ../../content/applications/productivity/discuss/chatter.rst:62 msgid "Manage followers" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:65 +#: ../../content/applications/productivity/discuss/chatter.rst:64 msgid "To add another user, or contact, as a follower, click the |user|. This opens a drop-down list of the current followers. Click :guilabel:`Add Followers` to open an :guilabel:`Invite Follower` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:69 +#: ../../content/applications/productivity/discuss/chatter.rst:68 msgid "Select one or more contacts from the :guilabel:`Recipients` drop-down list. To notify the contacts, tick the :guilabel:`Send Notification` checkbox. Edit the message template as desired, then click :guilabel:`Add Followers`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:73 +#: ../../content/applications/productivity/discuss/chatter.rst:72 msgid "To remove followers, click the |user| to open the current followers list. Find the name of the follower to be removed, and click the :icon:`fa-remove` :guilabel:`(remove)` icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:79 +#: ../../content/applications/productivity/discuss/chatter.rst:78 msgid "Edit follower subscription" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:81 +#: ../../content/applications/productivity/discuss/chatter.rst:80 msgid "The updates a follower receives can vary based on their subscription settings. To see the type of updates a follower is subscribed to, and to edit the list, click the |user|. Find the appropriate follower in the list, then click the :icon:`fa-pencil` :guilabel:`(pencil)` icon. This opens the :guilabel:`Edit Subscription` pop-up window for the follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:86 +#: ../../content/applications/productivity/discuss/chatter.rst:85 msgid "The list of available subscription settings varies depending on the record type. For example, a follower of a *Helpdesk* ticket may be informed when the ticket is rated. This option would not be available for the followers of a *CRM* opportunity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:90 +#: ../../content/applications/productivity/discuss/chatter.rst:89 msgid "Tick the checkbox for any updates the follower should receive, and clear the checkbox for any updates they should **not** receive. Click :guilabel:`Apply` when finished." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:97 +#: ../../content/applications/productivity/discuss/chatter.rst:95 msgid "The Edit Subscription window on a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:97 +#: ../../content/applications/productivity/discuss/chatter.rst:95 msgid "The Edit Subscription options vary depending on the record type. These are the options for a Helpdesk ticket." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:103 +#: ../../content/applications/productivity/discuss/chatter.rst:101 msgid "Log notes" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:105 +#: ../../content/applications/productivity/discuss/chatter.rst:103 msgid "The chatter function includes the ability to log internal notes on individual records. These notes are only accessible to internal users, and are available on any records that feature a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:109 +#: ../../content/applications/productivity/discuss/chatter.rst:107 msgid "To log an internal note, first navigate to a record. For example, to open a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click :guilabel:`Log note`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:114 +#: ../../content/applications/productivity/discuss/chatter.rst:112 msgid "Enter the note in the chatter composer. To tag an internal user, type `@`, and begin typing the name of the person to tag. Then, select a name from the drop-down menu. Depending on their notification settings, the user is notified by email, or through Odoo." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:119 +#: ../../content/applications/productivity/discuss/chatter.rst:117 msgid "Outside contacts can also be tagged in an internal log note. The contact then receives an email with the contents of the note they were tagged in, including any attachments added directly to the note. If they respond to the email, their response is logged in the chatter, and they are added to the record as a follower." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:124 +#: ../../content/applications/productivity/discuss/chatter.rst:122 msgid "Outside contacts are **not** able to log in to view the entire chatter thread, and are only notified of specific updates, based on their :ref:`follower subscription settings `, or when they are tagged directly." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:131 +#: ../../content/applications/productivity/discuss/chatter.rst:129 msgid "Send messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:133 +#: ../../content/applications/productivity/discuss/chatter.rst:131 msgid "Chatter composers can send messages to outside contacts, without having to leave the database, or open a different application. This makes it easy to communicate with potential customers in the *Sales* and *CRM* applications, or vendors in the *Purchase* app." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:137 +#: ../../content/applications/productivity/discuss/chatter.rst:135 msgid "To send a message, first navigate to a record. For example, to send a message from a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click :guilabel:`Send message`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:143 +#: ../../content/applications/productivity/discuss/chatter.rst:141 msgid "Press :command:`Ctrl + Enter` to send a message, instead of using the :guilabel:`Send` button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:145 +#: ../../content/applications/productivity/discuss/chatter.rst:143 msgid "If any :ref:`followers ` have been added to the record, they are added as recipients of the message." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:149 +#: ../../content/applications/productivity/discuss/chatter.rst:147 msgid ":ref:`Followers ` of a record are added as recipients of a message automatically. If a follower should **not** receive a message, they must be removed as a follower before the message is sent, or a note is logged." msgstr "" @@ -2622,39 +2614,39 @@ msgid "A chatter composer preparing to send a message to the followers of a CRM "the customer listed on the opportunity record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:159 +#: ../../content/applications/productivity/discuss/chatter.rst:156 msgid "Expand full composer" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:161 +#: ../../content/applications/productivity/discuss/chatter.rst:158 msgid "The chatter composer can be expanded to a larger pop-up window, allowing for additional customizations." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:164 +#: ../../content/applications/productivity/discuss/chatter.rst:161 msgid "To open the full composer, click the :icon:`fa-expand` :guilabel:`(expand)` icon in the bottom-right corner of the composer window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:171 +#: ../../content/applications/productivity/discuss/chatter.rst:167 msgid "A chatter composer with emphasis on the expand icon." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:171 +#: ../../content/applications/productivity/discuss/chatter.rst:167 msgid "The expand icon in a chatter composer." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:173 +#: ../../content/applications/productivity/discuss/chatter.rst:169 msgid "Doing this opens a :guilabel:`Compose Email` pop-up window. Confirm or edit the intended :guilabel:`Recipients` of the message, or add additional recipients. The :guilabel:`Subject` field auto-populates based on the title of the record, though it can be edited, if desired." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:177 -msgid "To use an :doc:`email template <../../general/companies/email_template/>` for the message, select it from the drop-down menu in the :guilabel:`Load template` field." +#: ../../content/applications/productivity/discuss/chatter.rst:173 +msgid "To use an :doc:`email template <../../general/companies/email_template/>` for the message, click the |ve| icon, then select a template from the list. Existing templates can also be overwritten or deleted from this menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:181 +#: ../../content/applications/productivity/discuss/chatter.rst:178 msgid "The number and type of templates available vary, based on the record the message is created from." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:183 +#: ../../content/applications/productivity/discuss/chatter.rst:180 msgid "Click :icon:`fa-paperclip` :guilabel:`(paperclip)` icon to add any files to the message, then click :guilabel:`Send`." msgstr "" @@ -2662,127 +2654,155 @@ msgstr "" msgid "The expanded full chatter composer in the CRM application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:191 +#: ../../content/applications/productivity/discuss/chatter.rst:187 +msgid "Generate text with AI" +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:189 +msgid "To generate message text using AI, click the AI icon from the expanded chatter composer. This opens a :guilabel:`Generate Text with AI` pop-up." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:192 +msgid "Enter a prompt in the :guilabel:`Send a message` field to instruct the AI on the type of content needed, then press enter, or click the :icon:`fa-paper-plane` :guilabel:`(paper plane)` icon." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:-1 +msgid "The generate text with AI popup." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:198 +msgid "After the text is generated, click :guilabel:`Insert` to insert the text into the message composer." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:201 +msgid "Before sending the final message, be sure to edit any commentary from the AI, or any text in brackets." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:0 +msgid "A draft of an email with text generated by AI." +msgstr "" + +#: ../../content/applications/productivity/discuss/chatter.rst:208 msgid "Edit sent messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:193 +#: ../../content/applications/productivity/discuss/chatter.rst:210 msgid "Messages can be edited after they are sent, to fix typos, correct mistakes, or add missing information." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:197 +#: ../../content/applications/productivity/discuss/chatter.rst:214 msgid "When messages are edited after they have been sent, an updated message is **not** sent to the recipient." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:200 -msgid "To edit a sent message, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon menu to the right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message." +#: ../../content/applications/productivity/discuss/chatter.rst:217 +msgid "To edit a sent message, click the |ve| menu to the right of the message. Then, select :guilabel:`Edit`. Make any necessary adjustments to the message." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:-1 msgid "The edit message option in a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:207 +#: ../../content/applications/productivity/discuss/chatter.rst:223 msgid "To save the changes, press :command:`Ctrl + Enter`. To discard the changes, press :command:`Escape`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:210 +#: ../../content/applications/productivity/discuss/chatter.rst:226 msgid "Users with Admin-level access rights can edit any sent messages. Users without Admin rights can **only** edit messages they created." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:216 +#: ../../content/applications/productivity/discuss/chatter.rst:232 msgid "Search messages" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:218 +#: ../../content/applications/productivity/discuss/chatter.rst:234 msgid "Chatter threads can become long after a while, because of all the information they contain. To make it easier to find a specific entry, users can search the text of messages and notes for specific keywords." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:222 +#: ../../content/applications/productivity/discuss/chatter.rst:238 msgid "First, select a record with a chatter thread. For example, to search a *CRM* opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`, and click on the Kanban card of an opportunity to open it. Then, at the top-right, above the chatter composer, click the :icon:`oi-search` :guilabel:`(search)` icon to open the search bar." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:227 +#: ../../content/applications/productivity/discuss/chatter.rst:243 msgid "Enter a keyword or phrase into the search bar, then hit :command:`Enter`, or click the :icon:`oi-search` :guilabel:`(search)` icon to the right of the search bar. Any messages or notes containing the keyword or phrase entered are listed below the search bar, with the keyword highlighted." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:232 +#: ../../content/applications/productivity/discuss/chatter.rst:248 msgid "To be taken directly to a particular message in the chatter thread, hover over the upper-right corner of the result to reveal a :guilabel:`Jump` button. Click this button to be directed to that message's location in the thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:240 +#: ../../content/applications/productivity/discuss/chatter.rst:255 msgid "Search results in a chatter thread emphasising the search icon and the jump button." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:240 +#: ../../content/applications/productivity/discuss/chatter.rst:255 msgid "Search results in a chatter thread. Hover over the upper-right corner of a result to see the **Jump** option. Click it to be taken directly to that message in the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:246 +#: ../../content/applications/productivity/discuss/chatter.rst:261 msgid "Schedule activities" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:248 +#: ../../content/applications/productivity/discuss/chatter.rst:263 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled on any database page that contains a chatter thread, Kanban view, list view, or activities view of an application." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:252 +#: ../../content/applications/productivity/discuss/chatter.rst:267 msgid "To schedule an activity through a chatter thread, click the :guilabel:`Activities` button, located at the top of the chatter on any record. On the :guilabel:`Schedule Activity` pop-up window that appears, select an :guilabel:`Activity Type` from the drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:257 +#: ../../content/applications/productivity/discuss/chatter.rst:272 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 "" -#: ../../content/applications/productivity/discuss/chatter.rst:261 +#: ../../content/applications/productivity/discuss/chatter.rst:276 msgid "Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule Activity` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:264 +#: ../../content/applications/productivity/discuss/chatter.rst:279 msgid "Select a name from the :guilabel:`Assigned to` drop-down menu to assign the activity to a different user. Otherwise, the user creating the activity is automatically assigned." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:267 +#: ../../content/applications/productivity/discuss/chatter.rst:282 msgid "Add any additional information in the optional :guilabel:`Log a note...` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:270 +#: ../../content/applications/productivity/discuss/chatter.rst:285 msgid "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates based on the configuration settings for the selected :guilabel:`Activity Type`. However, this date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:274 +#: ../../content/applications/productivity/discuss/chatter.rst:289 msgid "Lastly, click one of the following buttons:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:276 +#: ../../content/applications/productivity/discuss/chatter.rst:291 msgid ":guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:277 -msgid ":guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, it is automatically marked as completed." +#: ../../content/applications/productivity/discuss/chatter.rst:292 +msgid ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is added to :guilabel:`Today`, and is automatically marked as done." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:279 +#: ../../content/applications/productivity/discuss/chatter.rst:295 msgid ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens a new activity window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:281 -msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." +#: ../../content/applications/productivity/discuss/chatter.rst:297 +msgid ":guilabel:`Cancel`: discards any changes made on the pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:283 +#: ../../content/applications/productivity/discuss/chatter.rst:299 msgid "Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`, and are color-coded based on their due date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:286 +#: ../../content/applications/productivity/discuss/chatter.rst:302 msgid "**Red** icons indicate an overdue activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:287 +#: ../../content/applications/productivity/discuss/chatter.rst:303 msgid "**Yellow** icons indicate an activity with a due date scheduled for the current date." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:288 +#: ../../content/applications/productivity/discuss/chatter.rst:304 msgid "**Green** icons indicate an activity with a due date scheduled in the future." msgstr "" @@ -2790,7 +2810,7 @@ msgstr "" msgid "A chatter thread with planned activities with varying due dates." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:295 +#: ../../content/applications/productivity/discuss/chatter.rst:310 msgid "Click the :icon:`fa-info-circle` :guilabel:`(info)` icon next to a planned activity to see additional details." msgstr "" @@ -2798,11 +2818,11 @@ msgstr "" msgid "A detailed view of a planned activity." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:302 +#: ../../content/applications/productivity/discuss/chatter.rst:316 msgid "After completing an activity, click :guilabel:`Mark Done` under the activity entry in the chatter. This opens a :guilabel:`Mark Done` pop-up window, where additional notes about the activity can be entered. After adding any comments to the pop-up window, click: :guilabel:`Done \\& Schedule Next`, :guilabel:`Done`, or :guilabel:`Discard`." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:307 +#: ../../content/applications/productivity/discuss/chatter.rst:321 msgid "After the activity is marked complete, an entry with the activity type, title, and any other details that were included in the pop-up window are listed in the chatter." msgstr "" @@ -2810,35 +2830,35 @@ msgstr "" msgid "A chatter thread with a completed activity, included additional details." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:317 +#: ../../content/applications/productivity/discuss/chatter.rst:330 msgid "Attach files" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:319 +#: ../../content/applications/productivity/discuss/chatter.rst:332 msgid "Files can be added as attachments in the chatter, either to send with messages, or to include with a record." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:323 +#: ../../content/applications/productivity/discuss/chatter.rst:336 msgid "After a file has been added to a chatter thread, it can be downloaded by any user with access to the thread. Click the |paperclip| to make the files header visible, if necessary. Then, click the :icon:`fa-download` :guilabel:`(download)` icon the file to download it." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:327 +#: ../../content/applications/productivity/discuss/chatter.rst:340 msgid "To attach a file, click the |paperclip| located at the top of the chatter composer of any record that contains a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:330 +#: ../../content/applications/productivity/discuss/chatter.rst:343 msgid "This opens a file explorer pop-up window. Navigate to the desired file, select it, then click :guilabel:`Open` to add it to the record. Alternatively, files can be dragged and dropped directly onto a chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:334 +#: ../../content/applications/productivity/discuss/chatter.rst:347 msgid "After files have been added, they are listed in the chatter thread, under a :guilabel:`Files` heading." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:338 +#: ../../content/applications/productivity/discuss/chatter.rst:351 msgid "After at least one file has been added to a chatter record, a new button labeled :guilabel:`Attach files` appears below the :guilabel:`Files` heading. To attach any additional files, this is the button that **must** be used, instead of the |paperclip| at the top of the chatter thread." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:343 +#: ../../content/applications/productivity/discuss/chatter.rst:356 msgid "After the :guilabel:`Files` section heading appears in the thread, clicking the |paperclip| no longer opens a file explorer pop-up window. Instead, clicking the |paperclip| toggles the :guilabel:`Files` section from visible to invisible in the chatter thread." msgstr "" @@ -2846,45 +2866,45 @@ msgstr "" msgid "A chatter thread with a file attached and the Attach files button added." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:354 +#: ../../content/applications/productivity/discuss/chatter.rst:366 msgid "Integrations" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:356 +#: ../../content/applications/productivity/discuss/chatter.rst:368 msgid "Beyond the standard features, additional integrations can be enabled to work with the chatter feature, specifically *WhatsApp* and *Google Translate*." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:360 +#: ../../content/applications/productivity/discuss/chatter.rst:372 msgid "Before the *WhatsApp* and *Google Translate* integrations can be used with the chatter, they **must** be configured. Step-by-step instructions on how to set-up each of these features can be found in the documentation below:" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:364 -#: ../../content/applications/productivity/discuss/chatter.rst:424 +#: ../../content/applications/productivity/discuss/chatter.rst:376 +#: ../../content/applications/productivity/discuss/chatter.rst:433 msgid ":doc:`WhatsApp <../whatsapp>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:365 +#: ../../content/applications/productivity/discuss/chatter.rst:377 msgid ":doc:`Google Translate <../../general/integrations/google_translate>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:368 +#: ../../content/applications/productivity/discuss/chatter.rst:380 #: ../../content/applications/productivity/whatsapp.rst:3 msgid "WhatsApp" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:370 +#: ../../content/applications/productivity/discuss/chatter.rst:382 msgid "*WhatsApp* is an instant messaging and voice-over-IP app that allows users to send and receive messages, as well as share content." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:374 +#: ../../content/applications/productivity/discuss/chatter.rst:386 msgid "*WhatsApp* is an Odoo Enterprise-only application that does **not** work in the Odoo Community edition. To sign up for an Odoo Enterprise edition, click here: `Odoo Free Trial `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:378 +#: ../../content/applications/productivity/discuss/chatter.rst:390 msgid "After *WhatsApp* has been configured and enabled within a database, a :guilabel:`WhatsApp` button is added above the chatter composer on any applicable record. If one or more approved *WhatsApp* templates are found for that model, clicking this button opens a :guilabel:`Send WhatsApp Message` pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:384 +#: ../../content/applications/productivity/discuss/chatter.rst:396 msgid "*WhatsApp* templates **must** be approved before they can be used. See :ref:`WhatsApp templates ` for more information." msgstr "" @@ -2892,43 +2912,43 @@ msgstr "" msgid "A send WhatsApp message pop-up window." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:392 +#: ../../content/applications/productivity/discuss/chatter.rst:403 msgid "Google Translate" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:394 +#: ../../content/applications/productivity/discuss/chatter.rst:405 msgid "*Google Translate* can be used to translate user-generated text in the Odoo chatter." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:396 +#: ../../content/applications/productivity/discuss/chatter.rst:407 msgid "To enable *Google Translate* on a database, an *API key* must first :doc:`be created <../../general/integrations/google_translate>` through the `Google API Console `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:400 +#: ../../content/applications/productivity/discuss/chatter.rst:411 msgid "After creating the API key, navigate to the :menuselection:`Settings app --> Discuss section` and paste the key in the :guilabel:`Message Translation` field. Click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:405 +#: ../../content/applications/productivity/discuss/chatter.rst:416 msgid "Translate a chatter message" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:407 -msgid "To translate a user's text from another language, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` menu to the right of the chatter. Then, select :guilabel:`Translate`. The content translates to the language set in the :doc:`user's preferences <../../general/users/language/>`." +#: ../../content/applications/productivity/discuss/chatter.rst:418 +msgid "To translate a user's text from another language, click the |ve| menu to the right of the chatter. Then, select :guilabel:`Translate`. The content translates to the language set in the :doc:`user's preferences <../../general/users/language/>`." msgstr "" #: ../../content/applications/productivity/discuss/chatter.rst:-1 msgid "alt text" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:417 +#: ../../content/applications/productivity/discuss/chatter.rst:426 msgid "Using the *Google Translate* API **requires** a current billing account with `Google `_." msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:422 +#: ../../content/applications/productivity/discuss/chatter.rst:431 msgid ":doc:`Discuss Channels <../discuss/team_communication/>`" msgstr "" -#: ../../content/applications/productivity/discuss/chatter.rst:423 +#: ../../content/applications/productivity/discuss/chatter.rst:432 msgid ":doc:`Activities <../../essentials/activities>`" msgstr "" @@ -3037,110 +3057,110 @@ msgid "Use channels for team communication" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:5 -msgid "Use channels in the Odoo *Discuss* app to organize discussions between individual teams, departments, projects, or any other group that requires regular communication. With channels, employees can communicate inside dedicated spaces within the Odoo database around specific topics, updates, and latest developments having to do with the organization." +msgid "Use channels in the Odoo **Discuss** app to organize discussions between individual teams, departments, projects, or any other group that requires regular communication. With channels, employees can communicate inside dedicated spaces within the Odoo database around specific topics, updates, and latest developments having to do with the organization." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:11 -msgid "Public and private channels" +msgid "Create a new channel" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:13 -msgid "A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited to it. To create a new channel, navigate to the :menuselection:`Discuss` app, and then click on the :guilabel:`➕ (plus)` icon next to the :guilabel:`Channels` heading in the left-side menu. After typing the name of the channel, two selectable options will appear: The first is a channel with a hashtag (`#`) to indicate that it is a public channel; the second option is a channel with a lock icon (`🔒`) next to it, to indicate that it is a private channel. Select the channel type that best fits the communication needs." +msgid "To create a new channel, navigate to the :menuselection:`Discuss` app, and then click on the :icon:`fa-plus` :guilabel:`(plus)` icon next to the :guilabel:`Channels` heading in the left-side menu." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:-1 msgid "View of discuss's sidebar and a channel being created in Odoo Discuss." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:26 -msgid "A public channel is best used when many employees need to access information (such as company announcements), whereas a private channel could be used whenever information should be limited to specific groups (such as a specific department)." +#: ../../content/applications/productivity/discuss/team_communication.rst:20 +msgid "The channel's :guilabel:`Group Name`, :guilabel:`Description`, and :guilabel:`Privacy` settings can be modified by clicking on the channel's settings, represented by a :icon:`fa-cog` :guilabel:`(gear)` icon in the left sidebar menu, next to the channel's name." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:31 -msgid "Configuration options" +#: ../../content/applications/productivity/discuss/team_communication.rst:25 +msgid "Privacy tab" msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:33 -msgid "The channel's :guilabel:`Group Name`, :guilabel:`Description`, and :guilabel:`Privacy` settings can be modified by clicking on the channel's settings, represented by a :guilabel:`⚙️ (gear)` icon in the left sidebar menu, next to the channel's name." +#: ../../content/applications/productivity/discuss/team_communication.rst:27 +msgid "To control which users can join a channel, open the channel's setting page and navigate to the :guilabel:`Privacy` tab." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:-1 msgid "View of a channel's settings form in Odoo Discuss." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:42 -msgid "Privacy and Members tabs" +#: ../../content/applications/productivity/discuss/team_communication.rst:33 +msgid "To limit access of the channel to a specific group, select an option from the :guilabel:`Authorized Group` drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:44 -msgid "Changing :guilabel:`Who can follow the group's activities?` controls which groups can have access to the channel." +#: ../../content/applications/productivity/discuss/team_communication.rst:36 +msgid "To automatically add members of a group as followers of the channel, click the :guilabel:`Auto Subscribe Groups` field, and select one or more groups from the list." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:48 -msgid "Allowing :guilabel:`Everyone` to follow a private channel lets other users view and join it, as they would a public one." +#: ../../content/applications/productivity/discuss/team_communication.rst:40 +msgid "Users who are automatically added as followers can manually edit their subscription to the channel, if necessary." +msgstr "" + +#: ../../content/applications/productivity/discuss/team_communication.rst:43 +msgid "The option to :guilabel:`Auto Subscribe Groups` automatically adds users of that particular user group as followers. In other words, while :guilabel:`Authorized Groups` limits which users can access the channel, :guilabel:`Auto Subscribe Groups` automatically adds users as members as long as they are part of a specific user group. The same is true for :guilabel:`Auto Subscribe Departments`." +msgstr "" + +#: ../../content/applications/productivity/discuss/team_communication.rst:49 +msgid "Invite members to a channel" msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:51 -msgid "When choosing :guilabel:`Invited people only`, specify in the :guilabel:`Members` tab which members should be invited. Inviting members can also be done from the *Discuss* app's main dashboard, by selecting the channel, clicking the *add user* icon in the top-right corner of the dashboard, and finally clicking :guilabel:`Invite to Channel` once all the users have been added." +msgid "To invite members to a channel, click on the :guilabel:`Members` tab. Click :guilabel:`Add a line`, then select either a :guilabel:`Partner` or :guilabel:`Guest` from the drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/team_communication.rst:54 +msgid "Inviting members can also be done from the **Discuss** app's main dashboard, by selecting the channel, clicking the :icon:`fa-user-plus` :guilabel:`(add user)` icon in the top-right corner of the dashboard, and finally clicking :guilabel:`Invite to Channel` once all the users have been added." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:-1 msgid "View of Discuss' option to invite members in Odoo Discuss." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:60 -msgid "When the :guilabel:`Selected group of users` option is selected, it reveals the ability to add an :guilabel:`Authorized Group`, along with the options to :guilabel:`Auto Subscribe Groups` and :guilabel:`Auto Subscribe Departments`." -msgstr "" - -#: ../../content/applications/productivity/discuss/team_communication.rst:64 -msgid "The option to :guilabel:`Auto Subscribe Groups` automatically adds users of that particular user group as followers. In other words, while :guilabel:`Authorized Groups` limits which users can access the channel, :guilabel:`Auto Subscribe Groups` automatically adds users as members as long as they are part of a specific user group. The same is true for :guilabel:`Auto Subscribe Departments`." -msgstr "" - -#: ../../content/applications/productivity/discuss/team_communication.rst:70 +#: ../../content/applications/productivity/discuss/team_communication.rst:63 msgid "Quick search bar" msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:72 -msgid "Once at least 20 channels, direct messages, or live chat conversations (if *Live Chat* module is installed on the database) are pinned in the sidebar, a :guilabel:`Quick search…` bar is displayed. This feature is a convenient way to filter conversations and quickly find relevant communications." +#: ../../content/applications/productivity/discuss/team_communication.rst:65 +msgid "Once at least 20 channels, direct messages, or live chat conversations are pinned in the sidebar, a :guilabel:`Quick search…` bar is displayed. This feature is a convenient way to filter conversations and find relevant communications." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:-1 msgid "View of the Discuss' sidebar emphasizing the quick search bar in Odoo Discuss." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:81 +#: ../../content/applications/productivity/discuss/team_communication.rst:73 msgid "Finding channels" msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:83 -msgid "Click on the settings :guilabel:`⚙️ (gear)` icon, located in the left sidebar, to the right of the :guilabel:`CHANNELS` collapsible menu item. Doing so will lead to a mosaic view containing all the public channels available. Users can join or leave channels on this screen by clicking the :guilabel:`JOIN` or :guilabel:`LEAVE` buttons that appear in the channel boxes." +#: ../../content/applications/productivity/discuss/team_communication.rst:75 +msgid "To view all available channels, click on the :icon:`fa-cog` :guilabel:`(gear)` icon to the right of the :guilabel:`CHANNELS` menu. Users can join or leave channels on this screen by clicking the :guilabel:`Join` or :guilabel:`Leave` buttons that appear in the channel boxes." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:88 +#: ../../content/applications/productivity/discuss/team_communication.rst:79 msgid "There is also the ability to apply filtering criteria and save them for later use. The :guilabel:`Search...` function accepts wildcards by using the underscore character [ `_` ], and specific searches can be saved by using the :menuselection:`Favorites --> Save Current Search` drop-down menu." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:-1 -msgid "View of a channel being searched through filters in Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/team_communication.rst:98 +#: ../../content/applications/productivity/discuss/team_communication.rst:85 msgid "Linking channel in chatter" msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:100 -msgid "Channels can be linked in the chatter (log note) of a record in Odoo. To do so, simply type: `#` and the channel name. Click or press enter on the *channel* name. Upon logging the note a link to the channel will appear. After clicking on the link a chat window with the channel conversation will pop up in the lower right corner of the screen." +#: ../../content/applications/productivity/discuss/team_communication.rst:87 +msgid "Channels can be linked in the *chatter* of a record to share relvant discussions. To do so, type: `#` and the channel name. Click or press enter on the *Channel* name. Upon logging the note a link to the channel appears. After clicking on the link a chat window with the channel conversation pops up in the lower right corner of the screen." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:105 -msgid "Users are able to contribute to this group channel (either public or member based) by typing messages in window and pressing *enter*." +#: ../../content/applications/productivity/discuss/team_communication.rst:92 +msgid "Users are able to contribute to this group channel by typing messages in window and pressing *enter*." msgstr "" #: ../../content/applications/productivity/discuss/team_communication.rst:-1 -msgid "Channel linked in chatter with the channel open on the lower right quadrant." +msgid "Channel linked in chatter." msgstr "" -#: ../../content/applications/productivity/discuss/team_communication.rst:113 +#: ../../content/applications/productivity/discuss/team_communication.rst:99 msgid ":doc:`../discuss`" msgstr "" @@ -3300,7 +3320,7 @@ msgid ":icon:`fa-cog` :guilabel:`Automations`: Create :doc:`automation rules `_." +msgid "Setting up automation rules requires activating :doc:`/applications/studio`, which may impact your `pricing plan `_." msgstr "" #: ../../content/applications/productivity/documents.rst:124 @@ -3308,7 +3328,7 @@ msgid "Files" msgstr "" #: ../../content/applications/productivity/documents.rst:126 -msgid "To upload a file, select the desired folder in the tree, click :guilabel:`New` and select :guilabel:`Upload`." +msgid "To upload a file, select the desired folder in the tree, click :guilabel:`New`, and select :guilabel:`Upload`." msgstr "" #: ../../content/applications/productivity/documents.rst:130 @@ -3348,7 +3368,7 @@ msgid "Several buttons are available in the top bar when opening a file:" msgstr "" #: ../../content/applications/productivity/documents.rst:156 -msgid "the :icon:`fa-cog` :guilabel:`Action` menu, which includes the options described below" +msgid "the :icon:`fa-cog` :guilabel:`Actions` menu, which includes the options described below" msgstr "" #: ../../content/applications/productivity/documents.rst:157 @@ -3364,7 +3384,7 @@ msgid "any :ref:`buttons defined for the folder `" msgstr "" #: ../../content/applications/productivity/documents.rst:161 -msgid "The following options are available in the :icon:`fa-cog` :guilabel:`Action` menu:" +msgid "The following options are available in the :icon:`fa-cog` :guilabel:`Actions` menu:" msgstr "" #: ../../content/applications/productivity/documents.rst:163 @@ -3412,7 +3432,7 @@ msgid "Splitting and merging PDFs" msgstr "" #: ../../content/applications/productivity/documents.rst:193 -msgid "To divide a PDF into individual or groups of pages, open the PDF and click :icon:`fa-scissors` :guilabel:`Split PDF` in the upper-right part of the document preview. Click the :icon:`fa-scissors` (:guilabel:`scissors`) icon between pages to remove a split if needed, then click :guilabel:`Split` to confirm." +msgid "To divide a PDF into individual or groups of pages, open the PDF, click the :icon:`fa-cog` :guilabel:`Actions` button, and select :icon:`fa-scissors` :guilabel:`Split PDF`. Click the :icon:`fa-scissors` (:guilabel:`scissors`) icon between pages to remove a split if needed, then click :guilabel:`Split` to confirm." msgstr "" #: ../../content/applications/productivity/documents.rst:-1 @@ -3424,11 +3444,15 @@ msgid "To merge PDF files, follow these steps:" msgstr "" #: ../../content/applications/productivity/documents.rst:203 -msgid "Navigate to the folder containing the files you want to merge, then switch to the list view and select the relevant files." +msgid "Navigate to the folder containing the files you want to merge." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:204 +msgid "Hold down **Ctrl** and click the relevant files." msgstr "" #: ../../content/applications/productivity/documents.rst:205 -msgid "Click the :icon:`fa-cog` :guilabel:`Action` button and select :icon:`fa-scissors` :guilabel:`Merge PDFs`." +msgid "Click the :icon:`fa-cog` :guilabel:`Actions` button and select :icon:`fa-scissors` :guilabel:`Merge PDFs`." msgstr "" #: ../../content/applications/productivity/documents.rst:207 @@ -3472,7 +3496,7 @@ msgid "Enter a :guilabel:`Document Name` and select the person you're requesting msgstr "" #: ../../content/applications/productivity/documents.rst:229 -msgid "If needed, set a :guilabel:`Due Date In`, choose the :guilabel:`Folder` where the file should be added, add :guilabel:`Tags`, and write a :guilabel:`Message`." +msgid "If needed, set a :guilabel:`Due Date In`, edit the :guilabel:`Folder` where the file should be added, add :guilabel:`Tags`, and write a :guilabel:`Message`." msgstr "" #: ../../content/applications/productivity/documents.rst:231 @@ -3520,103 +3544,127 @@ msgid "Details panel" msgstr "" #: ../../content/applications/productivity/documents.rst:261 -msgid "To view a folder's or file's information and tags, select the folder or file, then click the :icon:`fa-info-circle` (:guilabel:`Info & Tags`) button in the upper-right corner next to the view icons." +msgid "To view a folder's or file's information and tags, select the folder or file, then click the :icon:`fa-cog` icon (for folders) or :icon:`fa-cog` :guilabel:`Actions` button (for files) and select :icon:`fa-info-circle` :guilabel:`Info & Tags`." msgstr "" -#: ../../content/applications/productivity/documents.rst:265 -msgid "The details panel allows the following:" -msgstr "" - -#: ../../content/applications/productivity/documents.rst:267 -msgid "Change the file's folder or the folder's name." -msgstr "" - -#: ../../content/applications/productivity/documents.rst:268 -msgid "View the file's or folder's size and the folder's item count." +#: ../../content/applications/productivity/documents.rst:266 +msgid "Alternatively, for folders, you can also click the :icon:`fa-info-circle` (:guilabel:`Info & Tags`) button in the upper-right corner next to the view icons." msgstr "" #: ../../content/applications/productivity/documents.rst:269 -msgid "Change the file's or folder's :guilabel:`Owner` and :guilabel:`Contact`. By default, the person who creates a file or folder is set as its :guilabel:`Owner` and granted full access rights to it. To change it, select the required user from the dropdown list. The :guilabel:`Contact` is a person who only has :guilabel:`Viewer` :ref:`access rights ` to the file or folder, e.g., an existing supplier in the database." +msgid "The details panel allows the following:" msgstr "" -#: ../../content/applications/productivity/documents.rst:276 -msgid "To view a file from their user profile, a user must be set as the :guilabel:`Contact` and have at least :guilabel:`Viewer` :ref:`access `." +#: ../../content/applications/productivity/documents.rst:271 +msgid "Change the file's folder or the folder's name." msgstr "" -#: ../../content/applications/productivity/documents.rst:282 +#: ../../content/applications/productivity/documents.rst:272 +msgid "View the file's or folder's size and the folder's item count." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:273 +msgid "Change the file's or folder's owner and contact. By default, the person who creates a file or folder is set as its owner and granted full access rights to it. To change it, select the required user from the dropdown list. The contact is a person who only has :guilabel:`Viewer` :ref:`access rights ` to the file or folder, e.g., an existing supplier in the database." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:279 +msgid "To close the details panel, click the :icon:`fa-remove` (:guilabel:`remove`) button in the upper-right corner." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:283 +msgid "To view a file from their user profile, a user must be set as the contact and have at least :guilabel:`Viewer` :ref:`access `." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:289 msgid "Email aliases" msgstr "" -#: ../../content/applications/productivity/documents.rst:284 +#: ../../content/applications/productivity/documents.rst:291 msgid "You can use an email alias to automatically save files sent to the email alias into a specific folder. To set up an email alias for a folder, follow these steps:" msgstr "" -#: ../../content/applications/productivity/documents.rst:287 +#: ../../content/applications/productivity/documents.rst:294 +msgid "Make sure a :ref:`custom alias domain ` is configured in the :guilabel:`General Settings`." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:296 msgid "Select the folder where files should be saved." msgstr "" -#: ../../content/applications/productivity/documents.rst:288 +#: ../../content/applications/productivity/documents.rst:297 msgid "Click the :icon:`fa-info-circle` (:guilabel:`Info & Tags`) in the upper-right corner next to the view icons." msgstr "" -#: ../../content/applications/productivity/documents.rst:290 -msgid "In the details panel, enter the desired :guilabel:`Email` alias and select or create the domain." +#: ../../content/applications/productivity/documents.rst:299 +msgid "In the details panel, enter the desired email alias." msgstr "" -#: ../../content/applications/productivity/documents.rst:291 +#: ../../content/applications/productivity/documents.rst:300 msgid "Optionally, specify an :guilabel:`Activity type` and assignee to create an :doc:`activity ` when a file is received via the alias." msgstr "" -#: ../../content/applications/productivity/documents.rst:293 +#: ../../content/applications/productivity/documents.rst:302 msgid "Optionally, select the :ref:`Tags ` to automatically apply to the files created through the alias." msgstr "" -#: ../../content/applications/productivity/documents.rst:297 +#: ../../content/applications/productivity/documents.rst:306 msgid ":doc:`/applications/general/email_communication/email_servers_inbound`" msgstr "" -#: ../../content/applications/productivity/documents.rst:302 +#: ../../content/applications/productivity/documents.rst:311 #: ../../content/applications/productivity/sign.rst:297 msgid "Tags" msgstr "" -#: ../../content/applications/productivity/documents.rst:304 +#: ../../content/applications/productivity/documents.rst:313 msgid "Tags help organize and categorize files, making it easier to search and filter them. To configure tags for files, go to :menuselection:`Documents --> Configuration --> Tags`. Click :guilabel:`New` to create a new tag. Enter the :guilabel:`Tag Name`, select a :guilabel:`Color`, and optionally add a :guilabel:`Tooltip` that appears when hovering over the tag." msgstr "" -#: ../../content/applications/productivity/documents.rst:309 -msgid "To add tags to a file, open the file, click the :icon:`fa-info-circle` (:guilabel:`Info & Tags`) in the upper-right corner next to the view icons, and then, in the details panel, select a tag from the dropdown list." -msgstr "" - -#: ../../content/applications/productivity/documents.rst:314 -msgid ":ref:`Alias tags ` can also be used to automatically apply tags to files created through the alias." -msgstr "" - -#: ../../content/applications/productivity/documents.rst:320 -msgid "Share and access rights" +#: ../../content/applications/productivity/documents.rst:318 +msgid "To add tags to a file, open the file, click the :icon:`fa-cog` :guilabel:`Actions`, select :icon:`fa-info-circle` :guilabel:`Info & Tags`, and then, in the details panel, select a tag from the :guilabel:`Tags` dropdown menu (identifiable by its placeholder :guilabel:`Add tags`)." msgstr "" #: ../../content/applications/productivity/documents.rst:323 -msgid "You can only share folders and files and edit their access rights if you have editing rights." -msgstr "" - -#: ../../content/applications/productivity/documents.rst:325 -msgid "Access rights can be set on:" +msgid ":ref:`Alias tags ` can also be used to automatically apply tags to files created through the alias." msgstr "" #: ../../content/applications/productivity/documents.rst:327 -msgid "folders: Select the folder, click the :icon:`fa-cog` (:guilabel:`gear`) icon, and select :guilabel:`Share`." +msgid "Linked records" msgstr "" #: ../../content/applications/productivity/documents.rst:329 +msgid "To link the file to a specific record, select the appropriate model from the :guilabel:`Linked to` dropdown menu (identifiable by its placeholder :guilabel:`No linked model`), then select the desired record." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:334 +msgid "If :ref:`file centralization ` is enabled for a specific app, adding a file to the Documents app by uploading an attachment automatically adds the corresponding record in the :guilabel:`Linked to field` of the file." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:341 +msgid "Share and access rights" +msgstr "" + +#: ../../content/applications/productivity/documents.rst:344 +msgid "You can only share folders and files and edit their access rights if you have editing rights." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:346 +msgid "Access rights can be set on:" +msgstr "" + +#: ../../content/applications/productivity/documents.rst:348 +msgid "folders: Select the folder, click the :icon:`fa-cog` (:guilabel:`gear`) icon, and select :guilabel:`Share`." +msgstr "" + +#: ../../content/applications/productivity/documents.rst:350 msgid "files: Open the file and click :guilabel:`Share` in the top bar." msgstr "" -#: ../../content/applications/productivity/documents.rst:331 -msgid "In the :guilabel:`Share` pop-up, grant access to specific users or contacts by selecting their name from the dropdown menu or by adding their email address manually, then select :guilabel:`Viewer` or :guilabel:`Editor`." +#: ../../content/applications/productivity/documents.rst:352 +msgid "In the :guilabel:`Share` pop-up, click :guilabel:`Invite people` to grant access to specific users or contacts. Select their name from the dropdown menu or enter their email address in the :guilabel:`People` field, then set the :guilabel:`Role` field to :guilabel:`Viewer` or :guilabel:`Editor`." msgstr "" -#: ../../content/applications/productivity/documents.rst:336 +#: ../../content/applications/productivity/documents.rst:358 msgid "To remove a permission or set an expiration date for it, hover the mouse over the relevant contact and click the :icon:`fa-remove` (:guilabel:`remove`) or :icon:`fa-calendar` (:guilabel:`calendar`) button, respectively." msgstr "" @@ -3624,31 +3672,31 @@ msgstr "" msgid "Hover the mouse over a permission to reveal the buttons." msgstr "" -#: ../../content/applications/productivity/documents.rst:343 +#: ../../content/applications/productivity/documents.rst:365 msgid "To set :guilabel:`General access` for :guilabel:`Internal users` or :guilabel:`Anyone with the link`, select :guilabel:`Viewer`, :guilabel:`Editor`, or :guilabel:`None` (to restrict access completely). For :guilabel:`Anyone with the link`, you can further specify whether the folder or file should be :guilabel:`Discoverable` (accessible through browsing) or require that users :guilabel:`Must have the link to access` it." msgstr "" -#: ../../content/applications/productivity/documents.rst:350 +#: ../../content/applications/productivity/documents.rst:372 msgid "Public users :guilabel:`Must have the link to access` a folder or file on the portal when connecting for the first time." msgstr "" -#: ../../content/applications/productivity/documents.rst:352 +#: ../../content/applications/productivity/documents.rst:374 msgid "Each folder and file URL includes the access rights that have been set for it. When you share a folder, the person you share it with is directed to a dedicated portal where they can view the files in that folder, excluding any with restricted access." msgstr "" -#: ../../content/applications/productivity/documents.rst:357 +#: ../../content/applications/productivity/documents.rst:379 msgid ":doc:`Portal users ` can access folders and files they have permission to view or edit through the customer portal by clicking the :guilabel:`Documents` card." msgstr "" -#: ../../content/applications/productivity/documents.rst:362 +#: ../../content/applications/productivity/documents.rst:386 msgid "File digitization with AI" msgstr "" -#: ../../content/applications/productivity/documents.rst:364 +#: ../../content/applications/productivity/documents.rst:388 msgid "Files available in the Finance folder can be digitized. Select the file, click :guilabel:`Create Vendor Bill`, :guilabel:`Create Customer Invoice`, or :guilabel:`Create Customer Credit Note`, then click :guilabel:`Send for Digitization`." msgstr "" -#: ../../content/applications/productivity/documents.rst:369 +#: ../../content/applications/productivity/documents.rst:393 msgid ":doc:`AI-powered document digitization <../finance/accounting/vendor_bills/invoice_digitization>`" msgstr "" @@ -3685,544 +3733,553 @@ msgid "From scratch" msgstr "" #: ../../content/applications/productivity/knowledge.rst:31 -msgid "To create an article from scratch, click :guilabel:`New` in the top right corner or hover over the :guilabel:`Private` or :guilabel:`Workspace` category in the sidebar tree, then click the :icon:`fa-plus` :guilabel:`(plus)` icon. Start typing text or select one of the suggested options:" -msgstr "" - -#: ../../content/applications/productivity/knowledge.rst:35 -msgid ":guilabel:`Load a Template`: Select a preconfigured template and click :guilabel:`Load Template`." +msgid "To create an article from scratch, click :icon:`fa-plus` :guilabel:`New Article` in the top-left corner or hover over the :guilabel:`Private` or :guilabel:`Workspace` category in the sidebar tree, then click the :icon:`fa-plus` :guilabel:`(plus)` icon. Start typing text or select one of the suggested options:" msgstr "" #: ../../content/applications/productivity/knowledge.rst:36 -msgid ":guilabel:`Build an Item Kanban`: Create items to visualize and manage them in a Kanban view." +msgid ":guilabel:`Load a Template`: Select a preconfigured template and click :guilabel:`Load Template`." msgstr "" #: ../../content/applications/productivity/knowledge.rst:37 +msgid ":guilabel:`Build an Item Kanban`: Create items to visualize and manage them in a Kanban view." +msgstr "" + +#: ../../content/applications/productivity/knowledge.rst:38 msgid ":guilabel:`Build an Item List`: Create a structured list of items to centralize them in a single article." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:39 +#: ../../content/applications/productivity/knowledge.rst:40 msgid ":guilabel:`Build an Item Calendar`: Create a calendar view to manage and track items by date." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:40 +#: ../../content/applications/productivity/knowledge.rst:41 msgid ":guilabel:`Generate an Article with AI`: Generate content based on a prompt." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:43 +#: ../../content/applications/productivity/knowledge.rst:44 msgid "After writing the header, click or hover over :guilabel:`Untitled` in the top bar to automatically name the article after the header. This action does not apply if the article is already titled." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:48 +#: ../../content/applications/productivity/knowledge.rst:49 msgid "From a template" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:50 +#: ../../content/applications/productivity/knowledge.rst:51 msgid "To create an article from a template, follow these steps:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:52 +#: ../../content/applications/productivity/knowledge.rst:53 msgid "Click :icon:`fa-paint-brush` :guilabel:`Browse Templates` at the bottom of the sidebar tree." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:53 +#: ../../content/applications/productivity/knowledge.rst:54 msgid "Select a preferred template." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:54 +#: ../../content/applications/productivity/knowledge.rst:55 msgid "Click :guilabel:`Load Template`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:59 +#: ../../content/applications/productivity/knowledge.rst:60 msgid "Article editing" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:61 +#: ../../content/applications/productivity/knowledge.rst:62 msgid "To edit an article, select it in the sidebar tree, then edit its content and format it using the :ref:`text editor toolbar `, typing :ref:`powerbox commands `, and adding a :ref:`cover picture ` with a :ref:`title emoji `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:69 +#: ../../content/applications/productivity/knowledge.rst:70 msgid "Text editor toolbar" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:71 +#: ../../content/applications/productivity/knowledge.rst:72 msgid "To edit a word, sentence, or paragraph, select or double-click it to display the text editor toolbar and apply the desired :doc:`formatting options `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:75 -msgid "Click :icon:`fa-commenting` :guilabel:`Comment` to add a comment to the selected text." +#: ../../content/applications/productivity/knowledge.rst:76 +msgid "Click :icon:`fa-commenting-o` :guilabel:`Comment` to add a comment to the selected text." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:80 +#: ../../content/applications/productivity/knowledge.rst:81 msgid "Commands" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:82 +#: ../../content/applications/productivity/knowledge.rst:83 msgid "Type `/` to open the :ref:`powerbox ` and use a command. The following commands are exclusive to the Knowledge app:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:92 +#: ../../content/applications/productivity/knowledge.rst:93 msgid "Command" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:94 +#: ../../content/applications/productivity/knowledge.rst:95 msgid ":guilabel:`Index`" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:95 +#: ../../content/applications/productivity/knowledge.rst:96 msgid "Show :ref:`nested articles `: Display the child pages of the parent article." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:97 +#: ../../content/applications/productivity/knowledge.rst:98 msgid ":guilabel:`Item Kanban`" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:98 +#: ../../content/applications/productivity/knowledge.rst:99 msgid "Insert a Kanban view and create :ref:`article items `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:100 +#: ../../content/applications/productivity/knowledge.rst:101 msgid ":guilabel:`Item Cards`" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:101 +#: ../../content/applications/productivity/knowledge.rst:102 msgid "Insert a Card view and create :ref:`article items `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:102 +#: ../../content/applications/productivity/knowledge.rst:103 msgid ":guilabel:`Item List`" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:103 +#: ../../content/applications/productivity/knowledge.rst:104 msgid "Insert a List view and create :ref:`article items `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:104 +#: ../../content/applications/productivity/knowledge.rst:105 msgid ":guilabel:`Item Calendar`" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:105 +#: ../../content/applications/productivity/knowledge.rst:106 msgid "Insert a Calendar view and create :ref:`article items `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:111 +#: ../../content/applications/productivity/knowledge.rst:112 msgid "Article items" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:113 +#: ../../content/applications/productivity/knowledge.rst:114 msgid "Article items are active building blocks within an article, allowing the addition, management, and viewing of various organized content and data." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:116 +#: ../../content/applications/productivity/knowledge.rst:117 msgid "Article items within a parent article can contain :ref:`properties `, which are shared data fields from the parent, ensuring consistent information across related items and articles." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:123 +#: ../../content/applications/productivity/knowledge.rst:124 msgid "Cover pictures" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:125 +#: ../../content/applications/productivity/knowledge.rst:126 msgid "To add a cover picture, click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon, then :guilabel:`Add Cover`. The following options enable selecting and inserting pictures from different sources:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:129 +#: ../../content/applications/productivity/knowledge.rst:130 msgid "Search the :doc:`Unsplash ` database to find a suitable picture. If the database and **Unsplash** account are associated, the cover picture is automatically selected based on the article's name." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:132 +#: ../../content/applications/productivity/knowledge.rst:133 msgid ":guilabel:`Add URL`: Copy-paste the **image address**." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:133 +#: ../../content/applications/productivity/knowledge.rst:134 msgid ":guilabel:`Upload an image`: Upload the file into the image library." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:135 +#: ../../content/applications/productivity/knowledge.rst:136 msgid "To manage the cover picture, hover the mouse over it and select the preferred option:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:137 +#: ../../content/applications/productivity/knowledge.rst:138 msgid ":guilabel:`Replace Cover` and search from the database or library, or add a different URL." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:139 +#: ../../content/applications/productivity/knowledge.rst:140 msgid ":guilabel:`Reposition` and adjust the picture before clicking :guilabel:`Save Position`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:141 -msgid ":guilabel:`Remove Cover`." +#: ../../content/applications/productivity/knowledge.rst:142 +msgid ":guilabel:`Remove`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:146 +#: ../../content/applications/productivity/knowledge.rst:147 msgid "Title emoji" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:148 +#: ../../content/applications/productivity/knowledge.rst:149 msgid "To add a title emoji to the article's name and header:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:150 +#: ../../content/applications/productivity/knowledge.rst:151 msgid "Click the :icon:`fa-ellipsis-v` :guilabel:`(ellipsis)` icon, then :guilabel:`Add Icon` to generate a random emoji. Click the emoji to select a different one." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:153 +#: ../../content/applications/productivity/knowledge.rst:154 msgid "Alternatively, click the :icon:`fa-file-text-o` :guilabel:`(page)` icon next to the article's name in the sidebar or the top bar and select the preferred emoji." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:159 +#: ../../content/applications/productivity/knowledge.rst:160 msgid "Views and links from other apps" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:161 +#: ../../content/applications/productivity/knowledge.rst:162 msgid "To insert a view or a view link into an article, follow these steps:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:163 +#: ../../content/applications/productivity/knowledge.rst:164 msgid "Go to the desired app and select the preferred view." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:164 +#: ../../content/applications/productivity/knowledge.rst:165 msgid "Click the :icon:`fa-cog` :guilabel:`(cog)` icon, then select :menuselection:`Knowledge --> Insert view in article` or :guilabel:`Insert link in article`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:166 +#: ../../content/applications/productivity/knowledge.rst:167 msgid "Choose the article to insert the view or link to." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:169 +#: ../../content/applications/productivity/knowledge.rst:170 msgid "Once the view or link is inserted:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:171 +#: ../../content/applications/productivity/knowledge.rst:172 msgid "Users without access to the view cannot see it in Knowledge, even if they can access the article." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:173 -msgid "Clicking the inserted link opens a pop-up with the view's name next to the :icon:`fa-clipboard` (:guilabel:`copy`), :icon:`fa-pencil-square-o` (:guilabel:`edit`), and :icon:`fa-chain-broken` (:guilabel:`remove`) icons. Click the name inside the pop-up to open the linked view." +#: ../../content/applications/productivity/knowledge.rst:174 +msgid "Clicking the inserted link opens a pop-up with the view's name next to the :icon:`fa-clipboard` (:guilabel:`Copy Link`), :icon:`fa-pencil-square-o` (:guilabel:`Edit Link`), and :icon:`fa-chain-broken` (:guilabel:`Remove Link`) icons. Click the name inside the pop-up to open the linked view." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:179 +#: ../../content/applications/productivity/knowledge.rst:180 msgid "Article management" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:181 +#: ../../content/applications/productivity/knowledge.rst:182 msgid "Knowledge allows for managing articles, which consists of :ref:`structuring `, :ref:`sharing `, :ref:`removing `, and :ref:`retrieving ` them." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:187 +#: ../../content/applications/productivity/knowledge.rst:188 msgid "Basic management" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:189 +#: ../../content/applications/productivity/knowledge.rst:190 msgid "Click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon and select one of the following actions for basic article management:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:192 +#: ../../content/applications/productivity/knowledge.rst:193 msgid ":guilabel:`Move To`: Select the article to move under a category or another article, then click :guilabel:`Move Article`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:194 +#: ../../content/applications/productivity/knowledge.rst:195 msgid ":guilabel:`Lock Content`: Lock the article to stop edits. Click :guilabel:`Unlock` to edit again." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:195 +#: ../../content/applications/productivity/knowledge.rst:196 msgid ":guilabel:`Create a Copy`: Copy the article under the :guilabel:`Private` section." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:196 +#: ../../content/applications/productivity/knowledge.rst:197 +msgid ":guilabel:`Open Version History`: Restore a previous version of the article." +msgstr "" + +#: ../../content/applications/productivity/knowledge.rst:198 msgid ":guilabel:`Export`: Open the browser's print function." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:197 -msgid ":guilabel:`Send to Trash`: Move the article to the trash." +#: ../../content/applications/productivity/knowledge.rst:199 +msgid ":guilabel:`Add to Templates`: Add the article to the list of templates." msgstr "" #: ../../content/applications/productivity/knowledge.rst:200 +msgid ":guilabel:`Send to Trash`: Move the article to the trash." +msgstr "" + +#: ../../content/applications/productivity/knowledge.rst:203 msgid "The following actions only apply to :ref:`nested articles ` and :ref:`article items `:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:204 +#: ../../content/applications/productivity/knowledge.rst:207 msgid ":guilabel:`Convert into Article Item`: Convert the nested article into an :ref:`article item `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:206 +#: ../../content/applications/productivity/knowledge.rst:209 msgid ":guilabel:`Convert into Article`: Convert the article item into a :ref:`nested article `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:210 +#: ../../content/applications/productivity/knowledge.rst:213 msgid "Move an article directly from the sidebar tree by dragging and dropping it under another article or category." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:212 -msgid "Press `CTRL` / `CMD` + `K` to open the command palette, then type `?` to search for visible articles or `$` for :ref:`hidden articles `. Alternatively, hover over the :guilabel:`Workspace` category and click the :icon:`fa-eye` (:guilabel:`eye`) icon to find hidden articles." +#: ../../content/applications/productivity/knowledge.rst:215 +msgid "Click the :icon:`fa-search` (:guilabel:`serch`) icon in the top-left corner or press `CTRL` / `CMD` + `K` to open the command palette, then type `?` to search for visible articles or `$` for :ref:`hidden articles `. Alternatively, hover over the :guilabel:`Workspace` category and click the :icon:`fa-eye` (:guilabel:`eye`) icon to find hidden articles." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:220 +#: ../../content/applications/productivity/knowledge.rst:224 msgid "Structuring" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:223 +#: ../../content/applications/productivity/knowledge.rst:227 msgid "Sidebar structure" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:225 +#: ../../content/applications/productivity/knowledge.rst:229 msgid "The sidebar structure follows a hierarchy with parent and nested articles organized within the following categories:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:228 +#: ../../content/applications/productivity/knowledge.rst:232 msgid "The :guilabel:`Favorites` category displays all articles marked as favorites." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:229 +#: ../../content/applications/productivity/knowledge.rst:233 msgid "The :guilabel:`Workspace` category displays articles accessible to all internal users." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:230 +#: ../../content/applications/productivity/knowledge.rst:234 msgid "The :guilabel:`Shared` category displays articles shared with specific users." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:231 +#: ../../content/applications/productivity/knowledge.rst:235 msgid "The :guilabel:`Private` category displays personal articles." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:234 +#: ../../content/applications/productivity/knowledge.rst:238 msgid "To mark an article as a favorite and display the :guilabel:`Favorites` category, click the :icon:`fa-star-o` (:guilabel:`star`) icon in the top-right menu." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:238 +#: ../../content/applications/productivity/knowledge.rst:242 msgid "Article structure" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:240 +#: ../../content/applications/productivity/knowledge.rst:244 msgid "Nested articles inherit their parent's :ref:`access rights `, and :ref:`properties ` are applied to a group of nested articles under the same parent." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:247 +#: ../../content/applications/productivity/knowledge.rst:251 msgid "Sharing" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:249 +#: ../../content/applications/productivity/knowledge.rst:253 msgid "Sharing an article involves configuring :ref:`access rights `, inviting :ref:`users `, providing :ref:`online access `, and determining its visibility in the :ref:`sidebar tree `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:254 +#: ../../content/applications/productivity/knowledge.rst:258 msgid "Articles listed under a category in the sidebar tree are **visible**. Articles that certain users must search for through the command palette due to restricted access rights are **hidden**." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:260 +#: ../../content/applications/productivity/knowledge.rst:264 msgid "Configure access rights" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:262 +#: ../../content/applications/productivity/knowledge.rst:266 msgid "Click :guilabel:`Share` in the top-right menu to configure access rights." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:265 +#: ../../content/applications/productivity/knowledge.rst:269 msgid "Default access rights" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:274 -#: ../../content/applications/productivity/knowledge.rst:296 +#: ../../content/applications/productivity/knowledge.rst:278 +#: ../../content/applications/productivity/knowledge.rst:300 msgid "Setting" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:276 +#: ../../content/applications/productivity/knowledge.rst:280 msgid ":guilabel:`Can edit`" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:277 +#: ../../content/applications/productivity/knowledge.rst:281 msgid "Allow all internal users to edit the article." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:278 +#: ../../content/applications/productivity/knowledge.rst:282 msgid ":guilabel:`Can read`" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:279 +#: ../../content/applications/productivity/knowledge.rst:283 msgid "Allow all internal users to read the article only." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:280 +#: ../../content/applications/productivity/knowledge.rst:284 msgid ":guilabel:`No access`" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:281 +#: ../../content/applications/productivity/knowledge.rst:285 msgid "Prevent all users from accessing the article in the sidebar tree or searching in the command palette." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:287 +#: ../../content/applications/productivity/knowledge.rst:291 msgid "Visibility" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:298 +#: ../../content/applications/productivity/knowledge.rst:302 msgid ":guilabel:`Everyone`" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:299 +#: ../../content/applications/productivity/knowledge.rst:303 msgid "The article is visible in the sidebar tree to all internal users." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:300 +#: ../../content/applications/productivity/knowledge.rst:304 msgid ":guilabel:`Members`" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:301 +#: ../../content/applications/productivity/knowledge.rst:305 msgid "The article is only visible in the sidebar tree to :ref:`invited users `, while other users can find it using the hidden article search by pressing `CTRL` / `CMD` + `K` and typing `$`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:306 +#: ../../content/applications/productivity/knowledge.rst:310 msgid "The :guilabel:`Default Access Rights` apply to all internal users except invited users; specific access rights override default access rights." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:308 +#: ../../content/applications/productivity/knowledge.rst:312 msgid "Selecting `Can edit` or `Can read` in the :guilabel:`Default Access Rights` moves the article to the :guilabel:`Workspace` category while selecting `No access` moves it to the :guilabel:`Private` category if it is not shared with an invited user." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:311 +#: ../../content/applications/productivity/knowledge.rst:315 msgid "The :guilabel:`Visibility` setting only applies to :guilabel:`Workspace` articles." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:316 +#: ../../content/applications/productivity/knowledge.rst:320 msgid "Invite specific users" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:318 +#: ../../content/applications/productivity/knowledge.rst:322 msgid "To grant specific internal or portal users access to a private article or to share a :guilabel:`Workspace` article with a portal user, follow these steps:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:321 +#: ../../content/applications/productivity/knowledge.rst:325 msgid "Click :guilabel:`Share` in the top-right menu." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:322 -#: ../../content/applications/productivity/knowledge.rst:324 +#: ../../content/applications/productivity/knowledge.rst:326 +#: ../../content/applications/productivity/knowledge.rst:328 msgid "Click :guilabel:`Invite`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:323 +#: ../../content/applications/productivity/knowledge.rst:327 msgid "Select the preferred :guilabel:`Permission` and add users in the :guilabel:`Recipients` field." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:329 +#: ../../content/applications/productivity/knowledge.rst:333 msgid "Generate article URL" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:331 -msgid "Click :guilabel:`Share` and activate the :guilabel:`Share to web` toggle to generate a URL. Click the :icon:`fa-clone` (:guilabel:`copy`) icon to copy the article's URL." +#: ../../content/applications/productivity/knowledge.rst:335 +msgid "Click :guilabel:`Share` and activate the :guilabel:`Share to web` toggle to generate a URL. Click :guilabel:`Copy Link` to copy the article's URL." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:335 +#: ../../content/applications/productivity/knowledge.rst:339 msgid "If an article contains :ref:`inserted views `, users with the URL do not see them unless they can access the inserted content." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:337 +#: ../../content/applications/productivity/knowledge.rst:341 msgid "Having the Website app is necessary to share an article's URL." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:342 +#: ../../content/applications/productivity/knowledge.rst:346 msgid "Removal" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:344 +#: ../../content/applications/productivity/knowledge.rst:348 msgid "Removing an article involves deleting or archiving it." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:347 +#: ../../content/applications/productivity/knowledge.rst:351 msgid "Delete an article" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:349 -msgid "Select an article in the sidebar tree and click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon, then :guilabel:`Send to Trash`. The article is moved to the trash for 30 days before being permanently deleted." -msgstr "" - #: ../../content/applications/productivity/knowledge.rst:353 -msgid "To permanently delete an article, click :guilabel:`Search` in the top-left menu, select an article, and click :menuselection:`Actions --> Delete --> Delete`." +msgid "Select an article in the sidebar tree and click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon, then :guilabel:`Send to Trash`. Alternatively, hold click the article and drag it to the :guilabel:`Drop here to delete this article` at the bottom left corner. The article is moved to the trash for 30 days before being permanently deleted." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:357 -msgid "To restore a trashed article, click :guilabel:`Open the Trash` at the bottom of the sidebar tree, select an article, and click :guilabel:`Restore`. Alternatively, click :guilabel:`Search` in the top-left menu. In the search bar, click :menuselection:`Filters --> Trashed`. Click the article, then :guilabel:`Restore`." +#: ../../content/applications/productivity/knowledge.rst:358 +msgid "To permanently delete an article, click :guilabel:`Articles` in the top-left menu, select an article, and click :menuselection:`Actions --> Delete --> Delete`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:363 +#: ../../content/applications/productivity/knowledge.rst:362 +msgid "To restore a trashed article, click :guilabel:`Open the Trash` at the bottom of the sidebar tree, select an article, and click :guilabel:`Restore`. Alternatively, click :guilabel:`Articles` in the top-left menu. In the search bar, click :menuselection:`Filters --> Trashed`. Click the article, then :guilabel:`Restore`." +msgstr "" + +#: ../../content/applications/productivity/knowledge.rst:368 msgid "Archive an article" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:365 -msgid "Click :guilabel:`Search`, select an article, and click :menuselection:`Actions --> Archive --> Archive`." +#: ../../content/applications/productivity/knowledge.rst:370 +msgid "Click :guilabel:`Articles`, select an article, and click :menuselection:`Actions --> Archive --> Archive`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:369 -msgid "To restore an archived article, click :guilabel:`Search`. In the search bar, click :menuselection:`Filters --> Archived`. Select the article and go to :menuselection:`Actions --> Unarchive`." +#: ../../content/applications/productivity/knowledge.rst:374 +msgid "To restore an archived article, click :guilabel:`Articles`. In the search bar, click :menuselection:`Filters --> Archived`. Select the article and go to :menuselection:`Actions --> Unarchive`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:376 +#: ../../content/applications/productivity/knowledge.rst:381 msgid "Retrieval" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:378 +#: ../../content/applications/productivity/knowledge.rst:383 msgid "Retrieving Knowledge articles consists of accessing them from various Odoo apps or restoring previous versions." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:382 +#: ../../content/applications/productivity/knowledge.rst:387 msgid "Access articles from various apps" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:384 +#: ../../content/applications/productivity/knowledge.rst:389 msgid "Knowledge articles are accessible from the :ref:`form view ` of various apps. Click the :icon:`fa-bookmark` :guilabel:`(Knowledge)` icon in the top right corner to open the command palette, then choose one of the following search methods:" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:388 +#: ../../content/applications/productivity/knowledge.rst:393 msgid ":guilabel:`Search for an article`: start typing the text to execute a semantic search that identifies relevant article information." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:390 +#: ../../content/applications/productivity/knowledge.rst:395 msgid ":guilabel:`Advanced Search`: after typing the text in the search bar, click :guilabel:`Advanced Search` to perform a parametric search with options to filter, group, or save articles." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:394 +#: ../../content/applications/productivity/knowledge.rst:399 +#: ../../content/applications/productivity/spreadsheet.rst:143 msgid "Version history" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:396 -msgid "To retrieve a previous version of an article, select it in the sidebar tree and click the :icon:`fa-history` (:guilabel:`history`) icon in the top-right menu to open the version history. Select a version and click :guilabel:`Restore history`." +#: ../../content/applications/productivity/knowledge.rst:401 +msgid "To retrieve a previous version of an article, select it in the sidebar tree and click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon, then the :icon:`fa-history` (:guilabel:`history`) icon to open the version history. Select a version and click :guilabel:`Restore history`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:401 +#: ../../content/applications/productivity/knowledge.rst:406 msgid "In the version history, the :guilabel:`Content` tab shows the selected version, while the :guilabel:`Comparison` tab displays the differences between the article's previous and current versions." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:408 +#: ../../content/applications/productivity/knowledge.rst:413 msgid "Properties" msgstr "" -#: ../../content/applications/productivity/knowledge.rst:410 +#: ../../content/applications/productivity/knowledge.rst:415 msgid "Properties are custom fields for storing and managing information that users with `Can edit` :ref:`access rights ` can add to :ref:`nested articles ` or :ref:`article items `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:415 +#: ../../content/applications/productivity/knowledge.rst:420 msgid "To add a property, click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon, then :menuselection:`Add Properties --> Add a Property`, enter a :guilabel:`Label`, and select a :guilabel:`Field Type`." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:419 +#: ../../content/applications/productivity/knowledge.rst:424 msgid "To learn more about properties and field types, go to :doc:`Property fields `." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:423 +#: ../../content/applications/productivity/knowledge.rst:428 msgid "Click outside the property field window to save a property." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:424 +#: ../../content/applications/productivity/knowledge.rst:429 msgid "To remove a property, hover over its name, click the :icon:`fa-pencil` (:guilabel:`pencil`) icon, then click :menuselection:`Delete --> Delete`. Deleting a property is permanent, and deleting all properties removes the property sidebar panel." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:429 +#: ../../content/applications/productivity/knowledge.rst:434 msgid "Hover over the property name and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon to edit it or the :icon:`oi-draggable` (:guilabel:`drag handle`) icon to move it above or below another property." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:432 +#: ../../content/applications/productivity/knowledge.rst:437 msgid "Tick :guilabel:`Display in Cards` to show the properties in an :ref:`article item's view ` that is visible from a parent article." msgstr "" -#: ../../content/applications/productivity/knowledge.rst:434 +#: ../../content/applications/productivity/knowledge.rst:439 msgid "Click the :icon:`fa-cogs` (:guilabel:`cogs`) icon to hide the property sidebar panel. Exiting and returning to the article causes the panel to reappear." msgstr "" @@ -7627,24 +7684,24 @@ msgstr "" msgid "The information provided on this page is for general informational purposes only and does not constitute legal advice. While Odoo Sign complies with the Electronic Signature Law of Vietnam, users should consult with legal professionals to ensure specific document types and use cases meet all legal requirements. Compliance with additional industry-specific regulations may also be necessary." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:6 +#: ../../content/applications/productivity/spreadsheet.rst:5 msgid "Spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:17 +#: ../../content/applications/productivity/spreadsheet.rst:16 msgid "**Odoo Spreadsheet** allows you to organize, manipulate, analyze, and visualize data. It offers similar functionality to other spreadsheet solutions with the added benefit of integrating directly with your Odoo database." msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:21 -msgid "With **Odoo Spreadsheet**, you can:" +#: ../../content/applications/productivity/spreadsheet.rst:20 +msgid "With Odoo Spreadsheet, you can:" msgstr "" -#: ../../content/applications/productivity/spreadsheet.rst:23 -msgid "create spreadsheets or upload existing `.xlsx` files and edit them" +#: ../../content/applications/productivity/spreadsheet.rst:22 +msgid ":ref:`create spreadsheets ` or :ref:`upload files ` and open them with Odoo Spreadsheet" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:24 -msgid "create :doc:`templates `" +msgid ":doc:`create templates `" msgstr "" #: ../../content/applications/productivity/spreadsheet.rst:25 @@ -7671,6 +7728,234 @@ msgstr "" msgid "share files internally and externally" msgstr "" +#: ../../content/applications/productivity/spreadsheet.rst:33 +msgid "The Spreadsheet module is part of **Odoo Documents**." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:36 +msgid "Within a spreadsheet, opening the command palette, using the :doc:`keyboard shortcut <../../applications/essentials/keyboard_shortcuts>` `Ctrl` + `K` or `Command` + `K`, allows you to browse and execute spreadsheet commands via the keyboard, without having to navigate menus." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:41 +msgid "Odoo spreadsheets serve as the foundation for the dashboards available in **Odoo Dashboards**. On a dashboard, charts and data tables are used to display dynamic Odoo data and provide an overview of key business metrics." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:45 +msgid "Standard, pre-configured dashboards can be customized by editing the dashboard's underlying spreadsheet via Dashboards. Custom dashboards can also be created from scratch, starting from an Odoo spreadsheet; any subsequent modifications are performed via Dashboards." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:52 +msgid "Create a new spreadsheet" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:54 +msgid "To create a new spreadsheet:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:56 +msgid "Open Odoo Documents and navigate to the section or folder in which the spreadsheet should be created." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:58 +msgid "Click :guilabel:`New` and select :guilabel:`Spreadsheet`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:61 +msgid "Alternatively, from the :icon:`fa-folder-o` :guilabel:`All` folder, click :guilabel:`New` and select :guilabel:`Spreadsheet`, then select in which :guilabel:`Folder` the spreadsheet should be created." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:65 +msgid "Click :guilabel:`Blank spreadsheet` or, to create a new spreadsheet using an existing :doc:`template `, select the relevant template." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:67 +msgid "Click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:68 +msgid "Click on `Untitled spreadsheet` at the top of the screen to edit the name of the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:71 +msgid "It is also possible to create a new spreadsheet by:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:73 +msgid "clicking :menuselection:`File -->` :icon:`os-clear-and-reload` :menuselection:`New` from the menu bar of an open spreadsheet; or" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:75 +msgid ":doc:`inserting a list, pivot table, or chart from another Odoo app ` into a new spreadsheet directly from the app in question." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:78 +msgid "In these cases, the new spreadsheet is saved in Odoo Documents in the :icon:`fa-hdd-o` :guilabel:`My Drive` personal folder." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:84 +msgid "Upload files" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:86 +msgid "Files in `.xlsx` or `.csv` format can be uploaded into Odoo Documents and opened with Odoo Spreadsheet. To do so:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:89 +msgid "Open Odoo Documents and navigate to the section or folder where the spreadsheet should be saved." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:90 +msgid "Click :guilabel:`New` and select :guilabel:`Upload`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:91 +msgid "Select the relevant `.xlsx` or `.csv` file and click :guilabel:`Open`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:92 +msgid "Click on the uploaded file." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:93 +msgid "By default, the original file is deleted when it is opened with Odoo Spreadsheet. To preserve the original file in the same folder in Odoo Documents, disable :guilabel:`Send source file to trash`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:96 +msgid "Click :guilabel:`Open with Odoo Spreadsheet`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:98 +msgid "The file can now be fully edited in Odoo Spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:103 +msgid "Manage spreadsheets" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:105 +msgid "Users with :guilabel:`Editor` rights to a specific spreadsheet have various options for managing the spreadsheet via the :guilabel:`File` menu:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:108 +msgid ":icon:`os-copy-file` :guilabel:`Make a copy`: creates a duplicate of the current spreadsheet with the same :ref:`regional settings ` (or locale)." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:110 +msgid ":icon:`os-save` :guilabel:`Save as template`: allows the current spreadsheet to be used as a :doc:`template ` for future spreadsheets." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:112 +msgid ":icon:`os-download` :guilabel:`Download`: downloads the spreadsheet in `.xlsx` format." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:115 +msgid "When you download a spreadsheet in `.xlsx` format, any spreadsheet formulas that retrieve Odoo data from your database, e.g., via an :doc:`inserted list ` or via other :doc:`Odoo-specific functions `, are converted to the values they would have returned at the moment the spreadsheet was downloaded." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:121 +msgid "Users with :guilabel:`Viewer` rights can also download a spreadsheet in `.xlsx` format." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:123 +msgid ":icon:`os-version-history` :guilabel:`See version history`: provides read-only :ref:`access to previous versions ` of the current spreadsheet, which can be named and restored if needed." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:126 +msgid ":icon:`fa-print` :guilabel:`Print`: prints a copy of the spreadsheet on a connected printer." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:127 +msgid ":icon:`os-cog` :guilabel:`Settings`: allows you to view and change the :ref:`locale ` of the current spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:129 +msgid ":icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: allows you to turn the current spreadsheet into a new dashboard that is accessible via Odoo Dashboards. The following fields must be completed: :guilabel:`Dashboard Name`, the :guilabel:`Dashboard Section` in which the new dashboard will be saved, and :guilabel:`Access Groups` to determine which user groups can access the dashboard." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:136 +msgid "When a spreadsheet is converted into a dashboard, the original spreadsheet is deleted from Odoo Spreadsheet. However, it is still possible to edit the dashboards's underlying spreadsheet via Odoo Dashboards." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:145 +msgid "Odoo Spreadsheet automatically saves versions of spreadsheets as changes are made, allowing users with :guilabel:`Editor` rights to browse and restore previous versions." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:148 +msgid "To access the version history of a spreadsheet, click :menuselection:`File -->` :icon:`os-version-history` :menuselection:`See version history` from the menu bar. Saved versions appear in a panel on the right of the spreadsheet. The name of the user who made the change is shown, as well as the date and time of the change." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:153 +msgid "The following actions are possible:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:155 +msgid "**View an earlier version** in read-only format by clicking on the relevant version." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:156 +msgid "**Restore an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` then :guilabel:`Restore this version`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:158 +msgid "**Copy an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` then :menuselection:`Make a copy`. A copy of the version opens as a new spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:160 +msgid "**Create named versions** by clicking on the date and time of the relevant version and entering the desired name. The date and time of the version are then displayed below the new name." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:164 +msgid "When viewing an earlier, read-only version of a spreadsheet, the following actions are still possible:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:167 +msgid "Search the spreadsheet by clicking :menuselection:`Edit -->` :icon:`fa-search` :menuselection:`Find and replace` or using the shortcut `Ctrl` + `H`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:169 +msgid "Copy an individual cell or selected area by clicking :menuselection:`Edit -->` :icon:`fa-clipboard` :menuselection:`Copy` or using the shortcut `Ctrl` + `C`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:175 +msgid "Regional settings" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:177 +msgid "To ensure data is displayed consistently for all users, the regional settings (or locale) of a spreadsheet, are managed at spreadsheet level. This locale affects the following settings and formats:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:181 +msgid "thousand and decimal separators" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:182 +msgid "date and time formats" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:183 +msgid "first day of the week" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:185 +msgid "By default, a new spreadsheet inherits the regional settings of the user who created it. For example, any spreadsheets created by a user whose language is set to :guilabel:`French (BE) / Français (BE)` will follow Belgian French conventions." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:189 +msgid "A spreadsheet's locale can be viewed and changed at any time by a user with :guilabel:`Editor` rights. To view the locale of a spreadsheet, click :menuselection:`File -->` :icon:`os-cog` :menuselection:`Settings` from the menu bar. The :guilabel:`Spreadsheet settings` panel opens on the right of the spreadsheet. To change the locale, select the appropriate locale from the dropdown." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:195 +msgid "When you open a spreadsheet that has a different locale to that of your user profile, a blue :icon:`fa-globe` :guilabel:`(globe)` icon appears at the top right of the spreadsheet. Hovering over the icon reveals a warning message that indicates the spreadsheet locale and highlights formats that differ." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:-1 +msgid "Warning about difference between user and spreadsheet locale" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet.rst:203 +msgid "If no :icon:`fa-globe` :guilabel:`(globe)` icon is shown, this means the spreadsheet's locale is the same as that of your user profile." +msgstr "" + #: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:3 msgid "Dynamic pivot tables" msgstr "" @@ -7749,12 +8034,12 @@ msgid "Instead of each cell containing a unique function that retrieves data fro msgstr "" #: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:78 -#: ../../content/applications/productivity/spreadsheet/insert.rst:177 +#: ../../content/applications/productivity/spreadsheet/insert.rst:194 msgid "The arguments of the function are as follows:" msgstr "" #: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:80 -#: ../../content/applications/productivity/spreadsheet/insert.rst:411 +#: ../../content/applications/productivity/spreadsheet/insert.rst:423 msgid "`pivot_id`: the ID assigned when the pivot table is inserted. The first pivot table inserted in a spreadsheet is assigned pivot ID `1`, the second, pivot ID `2`, etc." msgstr "" @@ -7895,35 +8180,39 @@ msgstr "" msgid "choose how measures are aggregated, e.g., by :guilabel:`Sum`, :guilabel:`Average`, :guilabel:`Minimum`" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:188 -msgid "Calculated measures" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:190 -msgid "It is possible to add calculated measures if the desired measure did not exist in the original pivot view. For example, a calculated measure could be added to show the average revenue per order or the profit margin per product." +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:186 +msgid "To sort the values of a dynamic pivot table by measure for a specific dimension, right-click any pivot table value, then click :icon:`os-sort-range` :guilabel:`Sort pivot` and select :guilabel:`Ascending` or :guilabel:`Descending` from the dropdown. To return to the default order, follow the same steps then select :guilabel:`No sorting` from the dropdown." msgstr "" #: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:194 -msgid "To add a calculated measure:" +msgid "Calculated measures" msgstr "" #: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:196 -msgid "From the :guilabel:`Measures` section of the pivot table properties, click :guilabel:`Add`." +msgid "It is possible to add calculated measures if the desired measure did not exist in the original pivot view. For example, a calculated measure could be added to show the average revenue per order or the profit margin per product." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:197 -msgid "Below the scrollable list, click :icon:`os-formula` :guilabel:`Add calculated measure`." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:198 -msgid "Rename the calculated measure by clicking on the name and typing." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:199 -msgid "Click on the line starting with `=` and enter the formula." +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:200 +msgid "To add a calculated measure:" msgstr "" #: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:202 +msgid "From the :guilabel:`Measures` section of the pivot table properties, click :guilabel:`Add`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:203 +msgid "Below the scrollable list, click :icon:`os-formula` :guilabel:`Add calculated measure`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:204 +msgid "Rename the calculated measure by clicking on the name and typing." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:205 +msgid "Click on the line starting with `=` and enter the formula." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:208 msgid "In the below example, the average revenue per order is added by dividing the sum of the sales by the number of orders." msgstr "" @@ -7931,11 +8220,11 @@ msgstr "" msgid "Formula for a calculated measure" msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:208 +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:214 msgid "Choose how the measure should be aggregated by selecting a value from the dropdown." msgstr "" -#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:211 +#: ../../content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst:217 msgid "There are advantages to using a static pivot table, for example, being able to see the functions behind individual cells. To have this possibility, select the relevant portion of your dynamic pivot table, copy it, then paste it into an empty part of the sheet. Click on any pasted cell to see the :ref:`Odoo function ` used to retrieve the data." msgstr "" @@ -8016,7 +8305,7 @@ msgid "Formulas containing functions that are not compatible with Excel are repl msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:33 -#: ../../content/applications/productivity/spreadsheet/functions.rst:840 +#: ../../content/applications/productivity/spreadsheet/functions.rst:842 msgid "Array" msgstr "" @@ -8028,22 +8317,22 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:237 #: ../../content/applications/productivity/spreadsheet/functions.rst:361 #: ../../content/applications/productivity/spreadsheet/functions.rst:393 -#: ../../content/applications/productivity/spreadsheet/functions.rst:425 -#: ../../content/applications/productivity/spreadsheet/functions.rst:469 -#: ../../content/applications/productivity/spreadsheet/functions.rst:597 -#: ../../content/applications/productivity/spreadsheet/functions.rst:639 -#: ../../content/applications/productivity/spreadsheet/functions.rst:653 -#: ../../content/applications/productivity/spreadsheet/functions.rst:773 -#: ../../content/applications/productivity/spreadsheet/functions.rst:827 -#: ../../content/applications/productivity/spreadsheet/functions.rst:846 -#: ../../content/applications/productivity/spreadsheet/functions.rst:860 -#: ../../content/applications/productivity/spreadsheet/functions.rst:886 -#: ../../content/applications/productivity/spreadsheet/functions.rst:914 -#: ../../content/applications/productivity/spreadsheet/functions.rst:930 -#: ../../content/applications/productivity/spreadsheet/functions.rst:944 -#: ../../content/applications/productivity/spreadsheet/functions.rst:960 -#: ../../content/applications/productivity/spreadsheet/functions.rst:998 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1022 +#: ../../content/applications/productivity/spreadsheet/functions.rst:427 +#: ../../content/applications/productivity/spreadsheet/functions.rst:471 +#: ../../content/applications/productivity/spreadsheet/functions.rst:599 +#: ../../content/applications/productivity/spreadsheet/functions.rst:641 +#: ../../content/applications/productivity/spreadsheet/functions.rst:655 +#: ../../content/applications/productivity/spreadsheet/functions.rst:775 +#: ../../content/applications/productivity/spreadsheet/functions.rst:829 +#: ../../content/applications/productivity/spreadsheet/functions.rst:848 +#: ../../content/applications/productivity/spreadsheet/functions.rst:862 +#: ../../content/applications/productivity/spreadsheet/functions.rst:888 +#: ../../content/applications/productivity/spreadsheet/functions.rst:916 +#: ../../content/applications/productivity/spreadsheet/functions.rst:932 +#: ../../content/applications/productivity/spreadsheet/functions.rst:946 +#: ../../content/applications/productivity/spreadsheet/functions.rst:962 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1000 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1024 msgid "Name and arguments" msgstr "" @@ -8055,32 +8344,32 @@ msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:238 #: ../../content/applications/productivity/spreadsheet/functions.rst:362 #: ../../content/applications/productivity/spreadsheet/functions.rst:394 -#: ../../content/applications/productivity/spreadsheet/functions.rst:426 -#: ../../content/applications/productivity/spreadsheet/functions.rst:470 -#: ../../content/applications/productivity/spreadsheet/functions.rst:598 -#: ../../content/applications/productivity/spreadsheet/functions.rst:640 -#: ../../content/applications/productivity/spreadsheet/functions.rst:654 -#: ../../content/applications/productivity/spreadsheet/functions.rst:774 -#: ../../content/applications/productivity/spreadsheet/functions.rst:828 -#: ../../content/applications/productivity/spreadsheet/functions.rst:847 -#: ../../content/applications/productivity/spreadsheet/functions.rst:861 -#: ../../content/applications/productivity/spreadsheet/functions.rst:887 -#: ../../content/applications/productivity/spreadsheet/functions.rst:915 -#: ../../content/applications/productivity/spreadsheet/functions.rst:931 -#: ../../content/applications/productivity/spreadsheet/functions.rst:945 -#: ../../content/applications/productivity/spreadsheet/functions.rst:961 -#: ../../content/applications/productivity/spreadsheet/functions.rst:999 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1023 +#: ../../content/applications/productivity/spreadsheet/functions.rst:428 +#: ../../content/applications/productivity/spreadsheet/functions.rst:472 +#: ../../content/applications/productivity/spreadsheet/functions.rst:600 +#: ../../content/applications/productivity/spreadsheet/functions.rst:642 +#: ../../content/applications/productivity/spreadsheet/functions.rst:656 +#: ../../content/applications/productivity/spreadsheet/functions.rst:776 +#: ../../content/applications/productivity/spreadsheet/functions.rst:830 +#: ../../content/applications/productivity/spreadsheet/functions.rst:849 +#: ../../content/applications/productivity/spreadsheet/functions.rst:863 +#: ../../content/applications/productivity/spreadsheet/functions.rst:889 +#: ../../content/applications/productivity/spreadsheet/functions.rst:917 +#: ../../content/applications/productivity/spreadsheet/functions.rst:933 +#: ../../content/applications/productivity/spreadsheet/functions.rst:947 +#: ../../content/applications/productivity/spreadsheet/functions.rst:963 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1001 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1025 msgid "Description or link" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:41 -#: ../../content/applications/productivity/spreadsheet/functions.rst:848 +#: ../../content/applications/productivity/spreadsheet/functions.rst:850 msgid "ARRAY.CONSTRAIN(input_range, rows, columns)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:42 -#: ../../content/applications/productivity/spreadsheet/functions.rst:849 +#: ../../content/applications/productivity/spreadsheet/functions.rst:851 msgid "Returns a result array constrained to a specific width and height (not compatible with Excel)" msgstr "" @@ -8109,12 +8398,12 @@ msgid "`Excel EXPAND article `_" +msgid "`Excel SORT article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:225 @@ -8665,7 +8954,7 @@ msgid "`Excel UNIQUE article `_" +msgid "`Excel SWITCH article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:413 -msgid "XOR(logical_expression1, [logical_expression2, ...])" +msgid "TRUE()" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:414 +msgid "`Excel TRUE article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:415 +msgid "XOR(logical_expression1, [logical_expression2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:416 msgid "`Excel XOR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:419 -#: ../../content/applications/productivity/spreadsheet/functions.rst:908 +#: ../../content/applications/productivity/spreadsheet/functions.rst:421 +#: ../../content/applications/productivity/spreadsheet/functions.rst:910 msgid "Lookup" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:427 +#: ../../content/applications/productivity/spreadsheet/functions.rst:429 msgid "ADDRESS(row, column, [absolute_relative_mode], [use_a1_notation], [sheet])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:428 +#: ../../content/applications/productivity/spreadsheet/functions.rst:430 msgid "`Excel ADDRESS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:429 +#: ../../content/applications/productivity/spreadsheet/functions.rst:431 msgid "COLUMN([cell_reference])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:430 +#: ../../content/applications/productivity/spreadsheet/functions.rst:432 msgid "`Excel COLUMN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:431 +#: ../../content/applications/productivity/spreadsheet/functions.rst:433 msgid "COLUMNS(range)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:432 +#: ../../content/applications/productivity/spreadsheet/functions.rst:434 msgid "`Excel COLUMNS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:433 +#: ../../content/applications/productivity/spreadsheet/functions.rst:435 msgid "HLOOKUP(search_key, range, index, [is_sorted])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:434 +#: ../../content/applications/productivity/spreadsheet/functions.rst:436 msgid "`Excel HLOOKUP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:435 +#: ../../content/applications/productivity/spreadsheet/functions.rst:437 msgid "INDEX(reference, row, column)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:436 +#: ../../content/applications/productivity/spreadsheet/functions.rst:438 msgid "`Excel INDEX article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:437 +#: ../../content/applications/productivity/spreadsheet/functions.rst:439 msgid "INDIRECT(reference, [use_a1_notation])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:438 +#: ../../content/applications/productivity/spreadsheet/functions.rst:440 msgid "`Excel INDIRECT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:439 +#: ../../content/applications/productivity/spreadsheet/functions.rst:441 msgid "LOOKUP(search_key, search_array, [result_range])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:440 +#: ../../content/applications/productivity/spreadsheet/functions.rst:442 msgid "`Excel LOOKUP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:441 +#: ../../content/applications/productivity/spreadsheet/functions.rst:443 msgid "MATCH(search_key, range, [search_type])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:442 +#: ../../content/applications/productivity/spreadsheet/functions.rst:444 msgid "`Excel MATCH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:443 +#: ../../content/applications/productivity/spreadsheet/functions.rst:445 msgid "OFFSET(reference, rows, cols, [height], [width])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:444 -msgid "`Excel OFFSET article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:445 -#: ../../content/applications/productivity/spreadsheet/functions.rst:916 -msgid "PIVOT(pivot_id, [row_count], [include_total], [include_column_titles], [column_count])" -msgstr "" - #: ../../content/applications/productivity/spreadsheet/functions.rst:446 -#: ../../content/applications/productivity/spreadsheet/functions.rst:917 -msgid "Get a pivot table (not compatible with Excel)" +msgid "`Excel OFFSET article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:447 #: ../../content/applications/productivity/spreadsheet/functions.rst:918 -msgid "PIVOT.HEADER(pivot_id, [domain_field_name, ...], [domain_value, ...])" +msgid "PIVOT(pivot_id, [row_count], [include_total], [include_column_titles], [column_count])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:448 #: ../../content/applications/productivity/spreadsheet/functions.rst:919 -msgid "Get the header of a pivot table (not compatible with Excel)" +msgid "Get a pivot table (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:449 #: ../../content/applications/productivity/spreadsheet/functions.rst:920 -msgid "PIVOT.VALUE(pivot_id, measure_name, [domain_field_name, ...], [domain_value, ...])" +msgid "PIVOT.HEADER(pivot_id, [domain_field_name, ...], [domain_value, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:450 #: ../../content/applications/productivity/spreadsheet/functions.rst:921 -msgid "Get the value from a pivot table (not compatible with Excel)" +msgid "Get the header of a pivot table (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:451 -msgid "ROW([cell_reference])" +#: ../../content/applications/productivity/spreadsheet/functions.rst:922 +msgid "PIVOT.VALUE(pivot_id, measure_name, [domain_field_name, ...], [domain_value, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:452 -msgid "`Excel ROW article `_" +#: ../../content/applications/productivity/spreadsheet/functions.rst:923 +msgid "Get the value from a pivot table (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:453 -msgid "ROWS(range)" +msgid "ROW([cell_reference])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:454 -msgid "`Excel ROWS article `_" +msgid "`Excel ROW article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:455 -msgid "VLOOKUP(search_key, range, index, [is_sorted])" +msgid "ROWS(range)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:456 -msgid "`Excel VLOOKUP article `_" +msgid "`Excel ROWS article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:457 -msgid "XLOOKUP(search_key, lookup_range, return_range, [if_not_found], [match_mode], [search_mode])" +msgid "VLOOKUP(search_key, range, index, [is_sorted])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:458 +msgid "`Excel VLOOKUP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:459 +msgid "XLOOKUP(search_key, lookup_range, return_range, [if_not_found], [match_mode], [search_mode])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:460 msgid "`Excel XLOOKUP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:463 -#: ../../content/applications/productivity/spreadsheet/functions.rst:924 +#: ../../content/applications/productivity/spreadsheet/functions.rst:465 +#: ../../content/applications/productivity/spreadsheet/functions.rst:926 msgid "Math" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:471 +#: ../../content/applications/productivity/spreadsheet/functions.rst:473 msgid "ABS(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:472 +#: ../../content/applications/productivity/spreadsheet/functions.rst:474 msgid "`Excel ABS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:473 +#: ../../content/applications/productivity/spreadsheet/functions.rst:475 msgid "ACOS(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:474 +#: ../../content/applications/productivity/spreadsheet/functions.rst:476 msgid "`Excel ACOS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:475 +#: ../../content/applications/productivity/spreadsheet/functions.rst:477 msgid "ACOSH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:476 +#: ../../content/applications/productivity/spreadsheet/functions.rst:478 msgid "`Excel ACOSH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:477 +#: ../../content/applications/productivity/spreadsheet/functions.rst:479 msgid "ACOT(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:478 +#: ../../content/applications/productivity/spreadsheet/functions.rst:480 msgid "`Excel ACOT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:479 +#: ../../content/applications/productivity/spreadsheet/functions.rst:481 msgid "ACOTH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:480 +#: ../../content/applications/productivity/spreadsheet/functions.rst:482 msgid "`Excel ACOTH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:481 +#: ../../content/applications/productivity/spreadsheet/functions.rst:483 msgid "ASIN(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:482 +#: ../../content/applications/productivity/spreadsheet/functions.rst:484 msgid "`Excel ASIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:483 +#: ../../content/applications/productivity/spreadsheet/functions.rst:485 msgid "ASINH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:484 +#: ../../content/applications/productivity/spreadsheet/functions.rst:486 msgid "`Excel ASINH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:485 +#: ../../content/applications/productivity/spreadsheet/functions.rst:487 msgid "ATAN(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:486 +#: ../../content/applications/productivity/spreadsheet/functions.rst:488 msgid "`Excel ATAN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:487 +#: ../../content/applications/productivity/spreadsheet/functions.rst:489 msgid "ATAN2(x, y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:488 +#: ../../content/applications/productivity/spreadsheet/functions.rst:490 msgid "`Excel ATAN2 article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:489 +#: ../../content/applications/productivity/spreadsheet/functions.rst:491 msgid "ATANH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:490 +#: ../../content/applications/productivity/spreadsheet/functions.rst:492 msgid "`Excel ATANH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:491 +#: ../../content/applications/productivity/spreadsheet/functions.rst:493 msgid "CEILING(value, [factor])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:492 +#: ../../content/applications/productivity/spreadsheet/functions.rst:494 msgid "`Excel CEILING article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:493 +#: ../../content/applications/productivity/spreadsheet/functions.rst:495 msgid "CEILING.MATH(number, [significance], [mode])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:494 +#: ../../content/applications/productivity/spreadsheet/functions.rst:496 msgid "`Excel CEILING.MATH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:495 +#: ../../content/applications/productivity/spreadsheet/functions.rst:497 msgid "CEILING.PRECISE(number, [significance])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:496 +#: ../../content/applications/productivity/spreadsheet/functions.rst:498 msgid "`Excel CEILING.PRECISE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:497 +#: ../../content/applications/productivity/spreadsheet/functions.rst:499 msgid "COS(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:498 +#: ../../content/applications/productivity/spreadsheet/functions.rst:500 msgid "`Excel COS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:499 +#: ../../content/applications/productivity/spreadsheet/functions.rst:501 msgid "COSH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:500 +#: ../../content/applications/productivity/spreadsheet/functions.rst:502 msgid "`Excel COSH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:501 +#: ../../content/applications/productivity/spreadsheet/functions.rst:503 msgid "COT(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:502 +#: ../../content/applications/productivity/spreadsheet/functions.rst:504 msgid "`Excel COT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:503 +#: ../../content/applications/productivity/spreadsheet/functions.rst:505 msgid "COTH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:504 +#: ../../content/applications/productivity/spreadsheet/functions.rst:506 msgid "`Excel COTH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:505 +#: ../../content/applications/productivity/spreadsheet/functions.rst:507 msgid "COUNTBLANK(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:506 +#: ../../content/applications/productivity/spreadsheet/functions.rst:508 msgid "`Excel COUNTBLANK article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:507 +#: ../../content/applications/productivity/spreadsheet/functions.rst:509 msgid "COUNTIF(range, criterion)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:508 +#: ../../content/applications/productivity/spreadsheet/functions.rst:510 msgid "`Excel COUNTIF article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:509 +#: ../../content/applications/productivity/spreadsheet/functions.rst:511 msgid "COUNTIFS(criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:510 +#: ../../content/applications/productivity/spreadsheet/functions.rst:512 msgid "`Excel COUNTIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:511 +#: ../../content/applications/productivity/spreadsheet/functions.rst:513 msgid "CSC(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:512 +#: ../../content/applications/productivity/spreadsheet/functions.rst:514 msgid "`Excel CSC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:513 +#: ../../content/applications/productivity/spreadsheet/functions.rst:515 msgid "CSCH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:514 +#: ../../content/applications/productivity/spreadsheet/functions.rst:516 msgid "`Excel CSCH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:515 +#: ../../content/applications/productivity/spreadsheet/functions.rst:517 msgid "DECIMAL(value, base)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:516 +#: ../../content/applications/productivity/spreadsheet/functions.rst:518 msgid "`Excel DECIMAL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:517 +#: ../../content/applications/productivity/spreadsheet/functions.rst:519 msgid "DEGREES(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:518 +#: ../../content/applications/productivity/spreadsheet/functions.rst:520 msgid "`Excel DEGREES article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:519 +#: ../../content/applications/productivity/spreadsheet/functions.rst:521 msgid "EXP(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:520 +#: ../../content/applications/productivity/spreadsheet/functions.rst:522 msgid "`Excel EXP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:521 +#: ../../content/applications/productivity/spreadsheet/functions.rst:523 msgid "FLOOR(value, [factor])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:522 +#: ../../content/applications/productivity/spreadsheet/functions.rst:524 msgid "`Excel FLOOR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:523 +#: ../../content/applications/productivity/spreadsheet/functions.rst:525 msgid "FLOOR.MATH(number, [significance], [mode])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:524 +#: ../../content/applications/productivity/spreadsheet/functions.rst:526 msgid "`Excel FLOOR.MATH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:525 +#: ../../content/applications/productivity/spreadsheet/functions.rst:527 msgid "FLOOR.PRECISE(number, [significance])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:526 +#: ../../content/applications/productivity/spreadsheet/functions.rst:528 msgid "`Excel FLOOR.PRECISE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:527 +#: ../../content/applications/productivity/spreadsheet/functions.rst:529 msgid "INT(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:528 +#: ../../content/applications/productivity/spreadsheet/functions.rst:530 msgid "`Excel INT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:529 +#: ../../content/applications/productivity/spreadsheet/functions.rst:531 msgid "ISEVEN(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:530 +#: ../../content/applications/productivity/spreadsheet/functions.rst:532 msgid "`Excel ISEVEN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:531 +#: ../../content/applications/productivity/spreadsheet/functions.rst:533 msgid "ISO.CEILING(number, [significance])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:532 +#: ../../content/applications/productivity/spreadsheet/functions.rst:534 msgid "`Excel ISO.CEILING article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:533 +#: ../../content/applications/productivity/spreadsheet/functions.rst:535 msgid "ISODD(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:534 +#: ../../content/applications/productivity/spreadsheet/functions.rst:536 msgid "`Excel ISODD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:535 +#: ../../content/applications/productivity/spreadsheet/functions.rst:537 msgid "LN(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:536 +#: ../../content/applications/productivity/spreadsheet/functions.rst:538 msgid "`Excel LN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:537 +#: ../../content/applications/productivity/spreadsheet/functions.rst:539 msgid "LOG(value, [base])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:538 +#: ../../content/applications/productivity/spreadsheet/functions.rst:540 msgid "Get the logarithm of a number for a given base (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:539 +#: ../../content/applications/productivity/spreadsheet/functions.rst:541 msgid "MOD(dividend, divisor)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:540 +#: ../../content/applications/productivity/spreadsheet/functions.rst:542 msgid "`Excel MOD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:541 +#: ../../content/applications/productivity/spreadsheet/functions.rst:543 msgid "MUNIT(dimension)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:542 +#: ../../content/applications/productivity/spreadsheet/functions.rst:544 msgid "`Excel MUNIT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:543 +#: ../../content/applications/productivity/spreadsheet/functions.rst:545 msgid "ODD(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:544 +#: ../../content/applications/productivity/spreadsheet/functions.rst:546 msgid "`Excel ODD article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:545 +#: ../../content/applications/productivity/spreadsheet/functions.rst:547 msgid "PI()" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:546 +#: ../../content/applications/productivity/spreadsheet/functions.rst:548 msgid "`Excel PI article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:547 +#: ../../content/applications/productivity/spreadsheet/functions.rst:549 msgid "POWER(base, exponent)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:548 +#: ../../content/applications/productivity/spreadsheet/functions.rst:550 msgid "`Excel POWER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:549 +#: ../../content/applications/productivity/spreadsheet/functions.rst:551 msgid "PRODUCT(factor1, [factor2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:550 +#: ../../content/applications/productivity/spreadsheet/functions.rst:552 msgid "`Excel PRODUCT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:551 +#: ../../content/applications/productivity/spreadsheet/functions.rst:553 msgid "RAND()" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:552 +#: ../../content/applications/productivity/spreadsheet/functions.rst:554 msgid "`Excel RAND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:553 +#: ../../content/applications/productivity/spreadsheet/functions.rst:555 msgid "RANDARRAY([rows], [columns], [min], [max], [whole_number])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:554 +#: ../../content/applications/productivity/spreadsheet/functions.rst:556 msgid "`Excel RANDARRAY article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:555 +#: ../../content/applications/productivity/spreadsheet/functions.rst:557 msgid "RANDBETWEEN(low, high)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:556 +#: ../../content/applications/productivity/spreadsheet/functions.rst:558 msgid "`Excel RANDBETWEEN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:557 +#: ../../content/applications/productivity/spreadsheet/functions.rst:559 msgid "ROUND(value, [places])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:558 +#: ../../content/applications/productivity/spreadsheet/functions.rst:560 msgid "`Excel ROUND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:559 +#: ../../content/applications/productivity/spreadsheet/functions.rst:561 msgid "ROUNDDOWN(value, [places])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:560 +#: ../../content/applications/productivity/spreadsheet/functions.rst:562 msgid "`Excel ROUNDDOWN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:561 +#: ../../content/applications/productivity/spreadsheet/functions.rst:563 msgid "ROUNDUP(value, [places])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:562 +#: ../../content/applications/productivity/spreadsheet/functions.rst:564 msgid "`Excel ROUNDUP article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:563 +#: ../../content/applications/productivity/spreadsheet/functions.rst:565 msgid "SEC(angle)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:564 +#: ../../content/applications/productivity/spreadsheet/functions.rst:566 msgid "`Excel SEC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:565 +#: ../../content/applications/productivity/spreadsheet/functions.rst:567 msgid "SECH(value)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:566 +#: ../../content/applications/productivity/spreadsheet/functions.rst:568 msgid "`Excel SECH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:567 +#: ../../content/applications/productivity/spreadsheet/functions.rst:569 msgid "SEQUENCE(rows, [columns], [start], ][step])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:568 -msgid "`Excel SEQUENCE article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:569 -msgid "SIN(angle)" -msgstr "" - #: ../../content/applications/productivity/spreadsheet/functions.rst:570 -msgid "`Excel SIN article `_" +msgid "`Excel SEQUENCE article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:571 -msgid "SINH(value)" +msgid "SIN(angle)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:572 -msgid "`Excel SINH article `_" +msgid "`Excel SIN article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:573 -msgid "SQRT(value)" +msgid "SINH(value)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:574 -msgid "`Excel SQRT article `_" +msgid "`Excel SINH article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:575 -msgid "SUM(value1, [value2, ...])" +msgid "SQRT(value)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:576 -msgid "`Excel SUM article `_" +msgid "`Excel SQRT article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:577 -msgid "SUMIF(criteria_range, criterion, [sum_range])" +msgid "SUM(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:578 -msgid "`Excel SUMIF article `_" +msgid "`Excel SUM article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:579 -msgid "SUMIFS(sum_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" +msgid "SUMIF(criteria_range, criterion, [sum_range])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:580 -msgid "`Excel SUMIFS article `_" +msgid "`Excel SUMIF article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:581 -msgid "TAN(angle)" +msgid "SUMIFS(sum_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:582 -msgid "`Excel TAN article `_" +msgid "`Excel SUMIFS article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:583 -msgid "TANH(value)" +msgid "TAN(angle)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:584 -msgid "`Excel TANH article `_" +msgid "`Excel TAN article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:585 -msgid "TRUNC(value, [places])" +msgid "TANH(value)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:586 +msgid "`Excel TANH article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:587 +msgid "TRUNC(value, [places])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:588 msgid "`Excel TRUNC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:591 -#: ../../content/applications/productivity/spreadsheet/functions.rst:954 +#: ../../content/applications/productivity/spreadsheet/functions.rst:593 +#: ../../content/applications/productivity/spreadsheet/functions.rst:956 msgid "Operators" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:599 -#: ../../content/applications/productivity/spreadsheet/functions.rst:962 +#: ../../content/applications/productivity/spreadsheet/functions.rst:601 +#: ../../content/applications/productivity/spreadsheet/functions.rst:964 msgid "ADD(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:600 -#: ../../content/applications/productivity/spreadsheet/functions.rst:963 +#: ../../content/applications/productivity/spreadsheet/functions.rst:602 +#: ../../content/applications/productivity/spreadsheet/functions.rst:965 msgid "Sum of two numbers (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:601 +#: ../../content/applications/productivity/spreadsheet/functions.rst:603 msgid "CONCAT(value1, value2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:602 -msgid "`Excel CONCAT article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:603 -#: ../../content/applications/productivity/spreadsheet/functions.rst:964 -msgid "DIVIDE(dividend, divisor)" -msgstr "" - #: ../../content/applications/productivity/spreadsheet/functions.rst:604 -#: ../../content/applications/productivity/spreadsheet/functions.rst:965 -msgid "One number divided by another (not compatible with Excel)" +msgid "`Excel CONCAT article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:605 #: ../../content/applications/productivity/spreadsheet/functions.rst:966 -msgid "EQ(value1, value2)" +msgid "DIVIDE(dividend, divisor)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:606 #: ../../content/applications/productivity/spreadsheet/functions.rst:967 -msgid "Equal (not compatible with Excel)" +msgid "One number divided by another (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:607 #: ../../content/applications/productivity/spreadsheet/functions.rst:968 -msgid "GT(value1, value2)" +msgid "EQ(value1, value2)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:608 #: ../../content/applications/productivity/spreadsheet/functions.rst:969 -msgid "Strictly greater than (not compatible with Excel)" +msgid "Equal (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:609 #: ../../content/applications/productivity/spreadsheet/functions.rst:970 -msgid "GTE(value1, value2)" +msgid "GT(value1, value2)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:610 #: ../../content/applications/productivity/spreadsheet/functions.rst:971 -msgid "Greater than or equal to (not compatible with Excel)" +msgid "Strictly greater than (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:611 #: ../../content/applications/productivity/spreadsheet/functions.rst:972 -msgid "LT(value1, value2)" +msgid "GTE(value1, value2)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:612 #: ../../content/applications/productivity/spreadsheet/functions.rst:973 -msgid "Less than (not compatible with Excel)" +msgid "Greater than or equal to (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:613 #: ../../content/applications/productivity/spreadsheet/functions.rst:974 -msgid "LTE(value1, value2)" +msgid "LT(value1, value2)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:614 #: ../../content/applications/productivity/spreadsheet/functions.rst:975 -msgid "Less than or equal to (not compatible with Excel)" +msgid "Less than (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:615 #: ../../content/applications/productivity/spreadsheet/functions.rst:976 -msgid "MINUS(value1, value2)" +msgid "LTE(value1, value2)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:616 #: ../../content/applications/productivity/spreadsheet/functions.rst:977 -msgid "Difference of two numbers (not compatible with Excel)" +msgid "Less than or equal to (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:617 #: ../../content/applications/productivity/spreadsheet/functions.rst:978 -msgid "MULTIPLY(factor1, factor2)" +msgid "MINUS(value1, value2)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:618 #: ../../content/applications/productivity/spreadsheet/functions.rst:979 -msgid "Product of two numbers (not compatible with Excel)" +msgid "Difference of two numbers (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:619 #: ../../content/applications/productivity/spreadsheet/functions.rst:980 -msgid "NE(value1, value2)" +msgid "MULTIPLY(factor1, factor2)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:620 #: ../../content/applications/productivity/spreadsheet/functions.rst:981 -msgid "Not equal (not compatible with Excel)" +msgid "Product of two numbers (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:621 #: ../../content/applications/productivity/spreadsheet/functions.rst:982 -msgid "POW(base, exponent)" +msgid "NE(value1, value2)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:622 #: ../../content/applications/productivity/spreadsheet/functions.rst:983 -msgid "A number raised to a power (not compatible with Excel)" +msgid "Not equal (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:623 #: ../../content/applications/productivity/spreadsheet/functions.rst:984 -msgid "UMINUS(value)" +msgid "POW(base, exponent)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:624 #: ../../content/applications/productivity/spreadsheet/functions.rst:985 -msgid "A number with the sign reversed (not compatible with Excel)" +msgid "A number raised to a power (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:625 #: ../../content/applications/productivity/spreadsheet/functions.rst:986 -msgid "UNARY.PERCENT(percentage)" +msgid "UMINUS(value)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:626 #: ../../content/applications/productivity/spreadsheet/functions.rst:987 -msgid "Value interpreted as a percentage (not compatible with Excel)" +msgid "A number with the sign reversed (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:627 #: ../../content/applications/productivity/spreadsheet/functions.rst:988 -msgid "UPLUS(value)" +msgid "UNARY.PERCENT(percentage)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:628 #: ../../content/applications/productivity/spreadsheet/functions.rst:989 +msgid "Value interpreted as a percentage (not compatible with Excel)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:629 +#: ../../content/applications/productivity/spreadsheet/functions.rst:990 +msgid "UPLUS(value)" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:630 +#: ../../content/applications/productivity/spreadsheet/functions.rst:991 msgid "A specified number, unchanged (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:633 +#: ../../content/applications/productivity/spreadsheet/functions.rst:635 msgid "Parser" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:641 +#: ../../content/applications/productivity/spreadsheet/functions.rst:643 msgid "CONVERT(number, from_unit, to_unit)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:642 -msgid "`Excel CONVERT article `_" +#: ../../content/applications/productivity/spreadsheet/functions.rst:644 +msgid "`Excel CONVERT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:647 -#: ../../content/applications/productivity/spreadsheet/functions.rst:992 +#: ../../content/applications/productivity/spreadsheet/functions.rst:649 +#: ../../content/applications/productivity/spreadsheet/functions.rst:994 msgid "Statistical" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:655 +#: ../../content/applications/productivity/spreadsheet/functions.rst:657 msgid "AVEDEV(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:656 +#: ../../content/applications/productivity/spreadsheet/functions.rst:658 msgid "`Excel AVEDEV article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:657 +#: ../../content/applications/productivity/spreadsheet/functions.rst:659 msgid "AVERAGE(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:658 +#: ../../content/applications/productivity/spreadsheet/functions.rst:660 msgid "`Excel AVERAGE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:659 +#: ../../content/applications/productivity/spreadsheet/functions.rst:661 msgid "AVERAGEA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:660 +#: ../../content/applications/productivity/spreadsheet/functions.rst:662 msgid "`Excel AVERAGEA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:661 +#: ../../content/applications/productivity/spreadsheet/functions.rst:663 msgid "AVERAGEIF(criteria_range, criterion, [average_range])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:662 +#: ../../content/applications/productivity/spreadsheet/functions.rst:664 msgid "`Excel AVERAGEIF article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:663 +#: ../../content/applications/productivity/spreadsheet/functions.rst:665 msgid "AVERAGEIFS(average_range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:664 +#: ../../content/applications/productivity/spreadsheet/functions.rst:666 msgid "`Excel AVERAGEIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:665 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1000 +#: ../../content/applications/productivity/spreadsheet/functions.rst:667 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1002 msgid "AVERAGE.WEIGHTED(values, weights, [additional_values, ...], [additional_weights, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:666 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1001 +#: ../../content/applications/productivity/spreadsheet/functions.rst:668 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1003 msgid "Weighted average (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:667 +#: ../../content/applications/productivity/spreadsheet/functions.rst:669 msgid "CORREL(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:668 +#: ../../content/applications/productivity/spreadsheet/functions.rst:670 msgid "`Excel CORREL article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:669 +#: ../../content/applications/productivity/spreadsheet/functions.rst:671 msgid "COUNT(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:670 +#: ../../content/applications/productivity/spreadsheet/functions.rst:672 msgid "`Excel COUNT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:671 +#: ../../content/applications/productivity/spreadsheet/functions.rst:673 msgid "COUNTA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:672 +#: ../../content/applications/productivity/spreadsheet/functions.rst:674 msgid "`Excel COUNTA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:673 +#: ../../content/applications/productivity/spreadsheet/functions.rst:675 msgid "COVAR(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:674 +#: ../../content/applications/productivity/spreadsheet/functions.rst:676 msgid "`Excel COVAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:675 +#: ../../content/applications/productivity/spreadsheet/functions.rst:677 msgid "COVARIANCE.P(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:676 +#: ../../content/applications/productivity/spreadsheet/functions.rst:678 msgid "`Excel COVARIANCE.P article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:677 +#: ../../content/applications/productivity/spreadsheet/functions.rst:679 msgid "COVARIANCE.S(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:678 +#: ../../content/applications/productivity/spreadsheet/functions.rst:680 msgid "`Excel COVARIANCE.S article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:679 +#: ../../content/applications/productivity/spreadsheet/functions.rst:681 msgid "FORECAST(x, data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:680 +#: ../../content/applications/productivity/spreadsheet/functions.rst:682 msgid "`Excel FORECAST article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:681 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1002 +#: ../../content/applications/productivity/spreadsheet/functions.rst:683 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1004 msgid "GROWTH(known_data_y, [known_data_x], [new_data_x], [b])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:682 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1003 +#: ../../content/applications/productivity/spreadsheet/functions.rst:684 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1005 msgid "Fits points to exponential growth trend (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:683 +#: ../../content/applications/productivity/spreadsheet/functions.rst:685 msgid "INTERCEPT(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:684 +#: ../../content/applications/productivity/spreadsheet/functions.rst:686 msgid "`Excel INTERCEPT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:685 +#: ../../content/applications/productivity/spreadsheet/functions.rst:687 msgid "LARGE(data, n)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:686 +#: ../../content/applications/productivity/spreadsheet/functions.rst:688 msgid "`Excel LARGE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:687 +#: ../../content/applications/productivity/spreadsheet/functions.rst:689 msgid "LINEST(data_y, [data_x], [calculate_b], [verbose])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:688 +#: ../../content/applications/productivity/spreadsheet/functions.rst:690 msgid "`Excel LINEST article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:689 +#: ../../content/applications/productivity/spreadsheet/functions.rst:691 msgid "LOGEST(data_y, [data_x], [calculate_b], [verbose])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:690 +#: ../../content/applications/productivity/spreadsheet/functions.rst:692 msgid "`Excel LOGEST article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:691 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1004 +#: ../../content/applications/productivity/spreadsheet/functions.rst:693 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1006 msgid "MATTHEWS(data_x, data_y)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:692 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1005 +#: ../../content/applications/productivity/spreadsheet/functions.rst:694 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1007 msgid "Compute the Matthews correlation coefficient of a dataset (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:693 +#: ../../content/applications/productivity/spreadsheet/functions.rst:695 msgid "MAX(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:694 +#: ../../content/applications/productivity/spreadsheet/functions.rst:696 msgid "`Excel MAX article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:695 +#: ../../content/applications/productivity/spreadsheet/functions.rst:697 msgid "MAXA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:696 +#: ../../content/applications/productivity/spreadsheet/functions.rst:698 msgid "`Excel MAXA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:697 +#: ../../content/applications/productivity/spreadsheet/functions.rst:699 msgid "MAXIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:698 +#: ../../content/applications/productivity/spreadsheet/functions.rst:700 msgid "`Excel MAXIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:699 +#: ../../content/applications/productivity/spreadsheet/functions.rst:701 msgid "MEDIAN(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:700 +#: ../../content/applications/productivity/spreadsheet/functions.rst:702 msgid "`Excel MEDIAN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:701 +#: ../../content/applications/productivity/spreadsheet/functions.rst:703 msgid "MIN(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:702 +#: ../../content/applications/productivity/spreadsheet/functions.rst:704 msgid "`Excel MIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:703 +#: ../../content/applications/productivity/spreadsheet/functions.rst:705 msgid "MINA(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:704 +#: ../../content/applications/productivity/spreadsheet/functions.rst:706 msgid "`Excel MINA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:705 +#: ../../content/applications/productivity/spreadsheet/functions.rst:707 msgid "MINIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:706 +#: ../../content/applications/productivity/spreadsheet/functions.rst:708 msgid "`Excel MINIFS article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:707 +#: ../../content/applications/productivity/spreadsheet/functions.rst:709 msgid "PEARSON(data_y, data_x)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:708 +#: ../../content/applications/productivity/spreadsheet/functions.rst:710 msgid "`Excel PEARSON article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:709 +#: ../../content/applications/productivity/spreadsheet/functions.rst:711 msgid "PERCENTILE(data, percentile)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:710 +#: ../../content/applications/productivity/spreadsheet/functions.rst:712 msgid "`Excel PERCENTILE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:711 +#: ../../content/applications/productivity/spreadsheet/functions.rst:713 msgid "PERCENTILE.EXC(data, percentile)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:712 +#: ../../content/applications/productivity/spreadsheet/functions.rst:714 msgid "`Excel PERCENTILE.EXC article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:713 +#: ../../content/applications/productivity/spreadsheet/functions.rst:715 msgid "PERCENTILE.INC(data, percentile)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:714 -msgid "`Excel PERCENTILE.INC article `_" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/functions.rst:715 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1006 -msgid "POLYFIT.COEFFS(data_y, data_x, order, [intercept])" -msgstr "" - #: ../../content/applications/productivity/spreadsheet/functions.rst:716 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1007 -msgid "Compute the coefficients of polynomial regression of the dataset (not compatible with Excel)" +msgid "`Excel PERCENTILE.INC article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:717 #: ../../content/applications/productivity/spreadsheet/functions.rst:1008 -msgid "POLYFIT.FORECAST(x, data_y, data_x, order, [intercept])" +msgid "POLYFIT.COEFFS(data_y, data_x, order, [intercept])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:718 #: ../../content/applications/productivity/spreadsheet/functions.rst:1009 -msgid "Predict value by computing a polynomial regression of the dataset (not compatible with Excel)" +msgid "Compute the coefficients of polynomial regression of the dataset (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:719 -msgid "QUARTILE(data, quartile_number)" +#: ../../content/applications/productivity/spreadsheet/functions.rst:1010 +msgid "POLYFIT.FORECAST(x, data_y, data_x, order, [intercept])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:720 -msgid "`Excel QUARTILE article `_" +#: ../../content/applications/productivity/spreadsheet/functions.rst:1011 +msgid "Predict value by computing a polynomial regression of the dataset (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:721 -msgid "QUARTILE.EXC(data, quartile_number)" +msgid "QUARTILE(data, quartile_number)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:722 -msgid "`Excel QUARTILE.EXC article `_" +msgid "`Excel QUARTILE article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:723 -msgid "QUARTILE.INC(data, quartile_number)" +msgid "QUARTILE.EXC(data, quartile_number)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:724 -msgid "`Excel QUARTILE.INC article `_" +msgid "`Excel QUARTILE.EXC article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:725 -msgid "RANK(value, data, [is_ascending])" +msgid "QUARTILE.INC(data, quartile_number)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:726 -msgid "`Excel RANK article `_" +msgid "`Excel QUARTILE.INC article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:727 -msgid "RSQ(data_y, data_x)" +msgid "RANK(value, data, [is_ascending])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:728 -msgid "`Excel RSQ article `_" +msgid "`Excel RANK article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:729 -msgid "SLOPE(data_y, data_x)" +msgid "RSQ(data_y, data_x)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:730 -msgid "`Excel SLOPE article `_" +msgid "`Excel RSQ article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:731 -msgid "SMALL(data, n)" +msgid "SLOPE(data_y, data_x)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:732 -msgid "`Excel SMALL article `_" +msgid "`Excel SLOPE article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:733 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1010 -msgid "SPEARMAN(data_y, data_x)" +msgid "SMALL(data, n)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:734 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1011 -msgid "Compute the Spearman rank correlation coefficient of a dataset (not compatible with Excel)" +msgid "`Excel SMALL article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:735 -msgid "STDEV(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/functions.rst:1012 +msgid "SPEARMAN(data_y, data_x)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:736 -msgid "`Excel STDEV article `_" +#: ../../content/applications/productivity/spreadsheet/functions.rst:1013 +msgid "Compute the Spearman rank correlation coefficient of a dataset (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:737 -msgid "STDEV.P(value1, [value2, ...])" +msgid "STDEV(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:738 -msgid "`Excel STDEV.P article `_" +msgid "`Excel STDEV article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:739 -msgid "STDEV.S(value1, [value2, ...])" +msgid "STDEV.P(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:740 -msgid "`Excel STDEV.S article `_" +msgid "`Excel STDEV.P article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:741 -msgid "STDEVA(value1, [value2, ...])" +msgid "STDEV.S(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:742 -msgid "`Excel STDEVA article `_" +msgid "`Excel STDEV.S article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:743 -msgid "STDEVP(value1, [value2, ...])" +msgid "STDEVA(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:744 -msgid "`Excel STDEVP article `_" +msgid "`Excel STDEVA article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:745 -msgid "STDEVPA(value1, [value2, ...])" +msgid "STDEVP(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:746 -msgid "`Excel STDEVPA article `_" +msgid "`Excel STDEVP article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:747 -msgid "STEYX(data_y, data_x)" +msgid "STDEVPA(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:748 -msgid "`Excel STEYX article `_" +msgid "`Excel STDEVPA article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:749 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1012 -msgid "TREND(known_data_y, [known_data_x], [new_data_x], [b])" +msgid "STEYX(data_y, data_x)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:750 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1013 -msgid "Fits points to linear trend derived via least-squares (not compatible with Excel)" +msgid "`Excel STEYX article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:751 -msgid "VAR(value1, [value2, ...])" +#: ../../content/applications/productivity/spreadsheet/functions.rst:1014 +msgid "TREND(known_data_y, [known_data_x], [new_data_x], [b])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:752 -msgid "`Excel VAR article `_" +#: ../../content/applications/productivity/spreadsheet/functions.rst:1015 +msgid "Fits points to linear trend derived via least-squares (not compatible with Excel)" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:753 -msgid "VAR.P(value1, [value2, ...])" +msgid "VAR(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:754 -msgid "`Excel VAR.P article `_" +msgid "`Excel VAR article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:755 -msgid "VAR.S(value1, [value2, ...])" +msgid "VAR.P(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:756 -msgid "`Excel VAR.S article `_" +msgid "`Excel VAR.P article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:757 -msgid "VARA(value1, [value2, ...])" +msgid "VAR.S(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:758 -msgid "`Excel VARA article `_" +msgid "`Excel VAR.S article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:759 -msgid "VARP(value1, [value2, ...])" +msgid "VARA(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:760 -msgid "`Excel VARP article `_" +msgid "`Excel VARA article `_" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:761 -msgid "VARPA(value1, [value2, ...])" +msgid "VARP(value1, [value2, ...])" msgstr "" #: ../../content/applications/productivity/spreadsheet/functions.rst:762 +msgid "`Excel VARP article `_" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:763 +msgid "VARPA(value1, [value2, ...])" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/functions.rst:764 msgid "`Excel VARPA article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:767 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1016 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:213 -#: ../../content/applications/productivity/whatsapp.rst:587 +#: ../../content/applications/productivity/spreadsheet/functions.rst:769 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1018 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:203 +#: ../../content/applications/productivity/whatsapp.rst:588 msgid "Text" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:775 +#: ../../content/applications/productivity/spreadsheet/functions.rst:777 msgid "CHAR(table_number)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:776 +#: ../../content/applications/productivity/spreadsheet/functions.rst:778 msgid "`Excel CHAR article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:777 +#: ../../content/applications/productivity/spreadsheet/functions.rst:779 msgid "CLEAN(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:778 +#: ../../content/applications/productivity/spreadsheet/functions.rst:780 msgid "`Excel CLEAN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:779 +#: ../../content/applications/productivity/spreadsheet/functions.rst:781 msgid "CONCATENATE(string1, [string2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:780 +#: ../../content/applications/productivity/spreadsheet/functions.rst:782 msgid "`Excel CONCATENATE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:781 +#: ../../content/applications/productivity/spreadsheet/functions.rst:783 msgid "EXACT(string1, string2)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:782 +#: ../../content/applications/productivity/spreadsheet/functions.rst:784 msgid "`Excel EXACT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:783 +#: ../../content/applications/productivity/spreadsheet/functions.rst:785 msgid "FIND(search_for, text_to_search, [starting_at])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:784 +#: ../../content/applications/productivity/spreadsheet/functions.rst:786 msgid "`Excel FIND article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:785 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1024 +#: ../../content/applications/productivity/spreadsheet/functions.rst:787 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1026 msgid "JOIN(delimiter, value_or_array1, [value_or_array2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:786 -#: ../../content/applications/productivity/spreadsheet/functions.rst:1025 +#: ../../content/applications/productivity/spreadsheet/functions.rst:788 +#: ../../content/applications/productivity/spreadsheet/functions.rst:1027 msgid "Concatenates elements of arrays with delimiter (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:787 +#: ../../content/applications/productivity/spreadsheet/functions.rst:789 msgid "LEFT(text, [number_of_characters])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:788 +#: ../../content/applications/productivity/spreadsheet/functions.rst:790 msgid "`Excel LEFT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:789 +#: ../../content/applications/productivity/spreadsheet/functions.rst:791 msgid "LEN(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:790 +#: ../../content/applications/productivity/spreadsheet/functions.rst:792 msgid "`Excel LEN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:791 +#: ../../content/applications/productivity/spreadsheet/functions.rst:793 msgid "LOWER(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:792 +#: ../../content/applications/productivity/spreadsheet/functions.rst:794 msgid "`Excel LOWER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:793 +#: ../../content/applications/productivity/spreadsheet/functions.rst:795 msgid "MID(text, starting_at, extract_length)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:794 +#: ../../content/applications/productivity/spreadsheet/functions.rst:796 msgid "`Excel MID article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:795 +#: ../../content/applications/productivity/spreadsheet/functions.rst:797 msgid "PROPER(text_to_capitalize)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:796 +#: ../../content/applications/productivity/spreadsheet/functions.rst:798 msgid "`Excel PROPER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:797 +#: ../../content/applications/productivity/spreadsheet/functions.rst:799 msgid "REPLACE(text, position, length, new_text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:798 +#: ../../content/applications/productivity/spreadsheet/functions.rst:800 msgid "`Excel REPLACE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:799 +#: ../../content/applications/productivity/spreadsheet/functions.rst:801 msgid "RIGHT(text, [number_of_characters])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:800 +#: ../../content/applications/productivity/spreadsheet/functions.rst:802 msgid "`Excel RIGHT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:801 +#: ../../content/applications/productivity/spreadsheet/functions.rst:803 msgid "SEARCH(search_for, text_to_search, [starting_at])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:802 +#: ../../content/applications/productivity/spreadsheet/functions.rst:804 msgid "`Excel SEARCH article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:803 +#: ../../content/applications/productivity/spreadsheet/functions.rst:805 msgid "SPLIT(text, delimiter, [split_by_each], [remove_empty_text])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:804 +#: ../../content/applications/productivity/spreadsheet/functions.rst:806 msgid "`Excel TEXTSPLIT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:805 +#: ../../content/applications/productivity/spreadsheet/functions.rst:807 msgid "SUBSTITUTE(text_to_search, search_for, replace_with, [occurrence_number])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:806 +#: ../../content/applications/productivity/spreadsheet/functions.rst:808 msgid "`Excel SUBSTITUTE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:807 +#: ../../content/applications/productivity/spreadsheet/functions.rst:809 msgid "TEXT(number, format)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:808 +#: ../../content/applications/productivity/spreadsheet/functions.rst:810 msgid "`Excel TEXT article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:809 +#: ../../content/applications/productivity/spreadsheet/functions.rst:811 msgid "TEXTJOIN(delimiter, ignore_empty, text1, [text2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:810 +#: ../../content/applications/productivity/spreadsheet/functions.rst:812 msgid "`Excel TEXTJOIN article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:811 +#: ../../content/applications/productivity/spreadsheet/functions.rst:813 msgid "TRIM(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:812 +#: ../../content/applications/productivity/spreadsheet/functions.rst:814 msgid "`Excel TRIM article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:813 +#: ../../content/applications/productivity/spreadsheet/functions.rst:815 msgid "UPPER(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:814 +#: ../../content/applications/productivity/spreadsheet/functions.rst:816 msgid "`Excel UPPER article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:815 +#: ../../content/applications/productivity/spreadsheet/functions.rst:817 msgid "VALUE(text)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:816 -msgid "`Excel VALUE article `_" +#: ../../content/applications/productivity/spreadsheet/functions.rst:818 +msgid "`Excel VALUE article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:821 +#: ../../content/applications/productivity/spreadsheet/functions.rst:823 msgid "Web" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:829 +#: ../../content/applications/productivity/spreadsheet/functions.rst:831 msgid "HYPERLINK(url, [link_label])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:830 +#: ../../content/applications/productivity/spreadsheet/functions.rst:832 msgid "`Excel HYPERLINK article `_" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:835 +#: ../../content/applications/productivity/spreadsheet/functions.rst:837 msgid "Odoo-specific functions" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:837 +#: ../../content/applications/productivity/spreadsheet/functions.rst:839 msgid "This section contains functions that interact directly with your Odoo database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:893 +#: ../../content/applications/productivity/spreadsheet/functions.rst:895 msgid "This function takes in two currency codes as arguments, and returns the exchange rate from -the first currency to the second as float (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:902 +#: ../../content/applications/productivity/spreadsheet/functions.rst:904 msgid "ODOO.PARTNER.BALANCE(partner_ids, [account_codes], [date_range], [offset], [company_id], [include_unposted])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:903 +#: ../../content/applications/productivity/spreadsheet/functions.rst:905 msgid "Get the partner balance for the specified account(s) and period (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:904 +#: ../../content/applications/productivity/spreadsheet/functions.rst:906 msgid "ODOO.RESIDUAL([account_codes], [date_range], [offset], [company_id], [include_unposted])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:905 +#: ../../content/applications/productivity/spreadsheet/functions.rst:907 msgid "Get the residual amount for the specified account(s) and period (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:932 +#: ../../content/applications/productivity/spreadsheet/functions.rst:934 msgid "COUNTUNIQUE(value1, [value2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:933 +#: ../../content/applications/productivity/spreadsheet/functions.rst:935 msgid "Counts number of unique values in a range (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:934 +#: ../../content/applications/productivity/spreadsheet/functions.rst:936 msgid "COUNTUNIQUEIFS(range, criteria_range1, criterion1, [criteria_range2, ...], [criterion2, ...])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:935 +#: ../../content/applications/productivity/spreadsheet/functions.rst:937 msgid "Counts number of unique values in a range, filtered by a set of criteria (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:938 +#: ../../content/applications/productivity/spreadsheet/functions.rst:940 msgid "Misc" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:946 +#: ../../content/applications/productivity/spreadsheet/functions.rst:948 msgid "FORMAT.LARGE.NUMBER(value, [unit])" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:947 +#: ../../content/applications/productivity/spreadsheet/functions.rst:949 msgid "Apply a large number format (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:948 +#: ../../content/applications/productivity/spreadsheet/functions.rst:950 msgid "ODOO.LIST(list_id, index, field_name)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:949 +#: ../../content/applications/productivity/spreadsheet/functions.rst:951 msgid "Get the value from a list (not compatible with Excel)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:950 +#: ../../content/applications/productivity/spreadsheet/functions.rst:952 msgid "ODOO.LIST.HEADER(list_id, field_name)" msgstr "" -#: ../../content/applications/productivity/spreadsheet/functions.rst:951 +#: ../../content/applications/productivity/spreadsheet/functions.rst:953 msgid "Get the header of a list (not compatible with Excel)" msgstr "" @@ -10775,282 +11072,308 @@ msgid "These filters are particularly useful for reports and dashboards as users msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:13 -msgid "When a spreadsheet with global filters is added to a dashboard, the filters appear as dropdown menus at the top of the dashboard. In a spreadsheet, they appear in a pane to the right of the spreadsheet." +msgid "On a dashboard, global filters that have been :ref:`created in the underlying spreadsheet ` are applied via the search bar at the top of the dashboard." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 msgid "Global filters at the top of a dashboard" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:20 -msgid "Three types of global filters are available:" +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:19 +msgid "Four types of global filters are available:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:22 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:21 msgid ":ref:`Date `: filters data based on a specific time range, with the options :guilabel:`Month / Quarter`, :guilabel:`Relative Period`, or :guilabel:`From / To`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:25 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:24 msgid ":ref:`Relation `: filters data based on a relational field in a related model, e.g., by :guilabel:`Salesperson` with the *User* model set as the related model." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:28 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:27 msgid ":ref:`Text `: filters data based on a string of text or a range of predefined values, e.g., a product reference or barcode." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:31 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:29 +msgid ":ref:`Yes/No `: filters data based on whether or not a checkbox, or boolean, field is set, e.g., lead is active." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:32 msgid "Unlike the standard :icon:`fa-filter` :guilabel:`(Add filters)` spreadsheet function, which lets you sort and temporarily hide data, global filters act on the underlying :ref:`data sources `, filtering data *before* it is loaded into the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:35 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:36 msgid "When a global filter is created, :ref:`field matching ` for each data source ensures the filter acts on the correct database :doc:`fields `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:40 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:41 msgid "Global filters work by adding extra conditions to the domains of all the data sources in the spreadsheet. Therefore, if you intend to use global filters, do not use the same conditions when configuring the initial list, pivot table, or chart in your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:43 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:44 msgid "Setting default values, where relevant, ensures that the spreadsheet or dashboard loads quickly and provides a useful initial view that can be further customized if needed. For example, a :guilabel:`Date` filter could be set to show data from the last 30 days by default." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:50 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:51 msgid "Field matching" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:53 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:54 msgid "This process is crucial, as matching the wrong fields, or not setting matching fields at all, results in global filters that do not show the desired results." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:56 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:57 msgid "To function as intended, a global filter needs to act on the correct database fields. Consider a :guilabel:`Date` filter applied to sales data. As the *Sales Order* model contains several date fields, it is crucial to determine which field is relevant for the filter, e.g., the order date, the delivery date, the expected date, or the expiration date." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:61 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:62 msgid "When :ref:`creating a global filter `, the :guilabel:`Field matching` section of the :guilabel:`Filter properties` allows you to determine, for each :ref:`data source ` in the spreadsheet, which database field the filter should act on, or match with." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:66 -msgid "Field matching is further explained in the relevant sections on creating :ref:`Date `, :ref:`Relation `, and :ref:`Text ` global filters." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:74 -msgid "Create global filters" +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:67 +msgid "Field matching is further explained in the relevant sections on creating :ref:`Date `, :ref:`Relation `, :ref:`Text `, and :ref:`Yes/No ` global filters." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:76 +msgid "Create global filters" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:78 msgid "Open the desired spreadsheet from the **Odoo Documents** app or via the **Odoo Dashboards** app if you are adding filters to a dashboard." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:80 -msgid "To access the underlying spreadsheet of a dashboard, with the **Dashboards** app open, :ref:`activate developer mode `, then click the :icon:`fa-pencil` :guilabel:`(Edit)` icon that appears when hovering over the dashboard name." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:81 +msgid "To add a new filter, click :icon:`os-global-filters` :guilabel:`Filters` to open the :guilabel:`Filters` panel. Under :guilabel:`Create filter`, click :icon:`fa-calendar` :guilabel:`Date`, :icon:`fa-link` :guilabel:`Relation`, :icon:`fa-font` :guilabel:`Text`, or :icon:`fa-toggle-off` :guilabel:`Yes/No` as appropriate." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:84 -msgid "To add a new filter, click :icon:`os-global-filters` :guilabel:`Filters`, then, under :guilabel:`Add a new filter...` click :guilabel:`Date`, :guilabel:`Relation`, or :guilabel:`Text` as appropriate. The :guilabel:`Filter properties` pane opens." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:87 +msgid "Depending on the data source(s) present in the spreadsheet, suggested :ref:`relation filters ` may be shown. Clicking on a suggested filter opens the :guilabel:`Filter properties` panel with certain values preconfigured." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:88 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:91 msgid "When saving a global filter, if any required information is missing or if any information provided in the :ref:`Field matching ` section is not appropriate, an error is shown stating :guilabel:`Some required fields are not valid`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:98 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:96 +msgid "To access the underlying spreadsheet of a dashboard, :ref:`activate developer mode `, then click the :icon:`fa-pencil` :guilabel:`(Edit)` icon that appears when hovering over the dashboard name in the left panel." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:99 +msgid "Click :icon:`fa-thumb-tack` :guilabel:`(pin)` at the top of the :guilabel:`Filters` panel to allow another panel, such as the :guilabel:`Filter properties` panel, to open beside it." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:108 msgid "A :guilabel:`Date` filter can only match with a :ref:`Date ` or :ref:`Date & Time ` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:101 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:171 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:220 -msgid "With the :guilabel:`Filter properties` pane open:" +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:111 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:163 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:210 +msgid "With the :guilabel:`Filter properties` panel open:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:103 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:113 msgid "Enter a name for the new date filter in the :guilabel:`Label` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:104 -msgid "From the :guilabel:`Time range` dropdown menu, select one of the following:" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:106 -msgid ":guilabel:`Month / Quarter`: enables a dropdown menu of specific months and/or quarters and a year selector for the year. The values :guilabel:`Months` and :guilabel:`Quarters` are enabled by default. Disabling both of these values allows filtering by year only." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:110 -msgid "To set a :guilabel:`Default value`, enable :guilabel:`Automatically filter on the current period` and choose whether to filter on the current :guilabel:`Month`, :guilabel:`Quarter` or :guilabel:`Year`." -msgstr "" - #: ../../content/applications/productivity/spreadsheet/global_filters.rst:114 -msgid ":guilabel:`Relative Period`: enables a dropdown menu of specific time ranges relative to the current date (e.g., :guilabel:`Year to Date`, :guilabel:`Last 7 Days`, :guilabel:`Last 30 Days`, etc.)." +msgid "To set a :guilabel:`Default value`, select one of the available values, e.g, `Last 30 Days` or `Month to Date`. When applying the global filter, any of the available values can be selected." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:118 -msgid "To set a :guilabel:`Default value`, select one of the available values." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:116 +msgid "In the :guilabel:`Field matching` section, for each data source, click beside :guilabel:`Date field` and select the field the filter should match with." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:120 -msgid ":guilabel:`From / To`: enables :guilabel:`Date from...` and :guilabel:`Date to...` date selection fields to define a specific time range (e.g., `06/05/2024` to `06/27/2024`)." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:123 -msgid "In the :guilabel:`Field matching` section, for each data source, click below :guilabel:`Date field` and select the field the filter should match with." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:119 +msgid "The :guilabel:`Period offset` option, which appears when a date field is chosen, enables comparisons to be made by shifting the time range by one or more periods in the past or future. By default, no period offset is defined. To define a period offset, select :guilabel:`Previous` or :guilabel:`Next`, then select the desired number of periods in the past or future." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:126 -msgid "The :guilabel:`Period offset` feature enables comparisons to be made by shifting the time range by one or two periods in the past or future. By default, no period offset is set. The offsets available are: :guilabel:`Previous`, :guilabel:`Before previous`, :guilabel:`Next`, and :guilabel:`After next`." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:133 msgid "To compare data effectively using the :guilabel:`Period offset` feature, :ref:`duplicate the relevant inserted list ` or :ref:`pivot table `, then, when setting up field matching, set a period offset for the second data source but not the first." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:138 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:131 msgid "When applying the filter, the original list or pivot table shows data for the time range selected, while the second shows data for a period before or after that time range, as defined." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:142 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:191 -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:229 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:135 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:183 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:220 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:256 msgid "Click :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:145 -msgid "In the example below, a :guilabel:`Date` global filter has been created to allow the pivot table and chart to show sales data per quarter. If only a year is selected, data is shown for the entire year." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:138 +msgid "In the example below, a :guilabel:`Date` global filter allows the pivot table and chart to show sales data for any defined time period, in this case, `July 2025`. The :guilabel:`Custom Range` always shows the actual dates corresponding to the chosen period; it can also be updated directly." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 -msgid "A date filter to filter on quarter and year" +msgid "A date filter filters data for July 2025" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:152 -msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Order Date` has been selected as the matching date field. A matching date field is not needed for *List #1* as we will not use this filter on the data source in question." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:146 +msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Order Date` has been selected as the matching date field." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 msgid "A date filter with the Order Date selected as the matching field" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:163 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:155 msgid "Relation" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:166 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:158 msgid "A :guilabel:`Relation` filter can only match with a :ref:`Many2One `, :ref:`One2Many `, or :ref:`Many2Many ` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:173 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:165 msgid "Enter a name for the new relation filter in the :guilabel:`Label` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:175 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:167 msgid "In the :guilabel:`Related model` field, start typing the model name to reveal a list of all models, then select the appropriate one. Once a model is selected, the :guilabel:`Default value` and :guilabel:`Possible values` fields appear, as well as the :guilabel:`Field matching` section." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:180 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:172 msgid "To set a :guilabel:`Default value`, select one of the available values; these are records from the model. If the related model is the *User* model, the option :guilabel:`Automatically filter on the current user` can be enabled." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:184 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:176 msgid "To limit the values that can be shown, enable :guilabel:`Restrict values with a domain`, then click :ref:`Edit domain ` to add or edit rules." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:187 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:179 msgid "In the :guilabel:`Field matching` section, check if the correct matching field has been assigned for each data source. If this is not the case, click below the data source name to select the correct field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:194 -msgid "In the example below, a :guilabel:`Relation` filter has been created to allow the pivot table and chart to show sales data related to selected salespeople only. The *User* model was set as the :guilabel:`Related model`." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:186 +msgid "In the example below, a :guilabel:`Relation` filter allows the pivot table and chart to show sales data related to selected salespeople only. The *User* model is set as the :guilabel:`Related model`." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 msgid "Relation filter set on a pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:201 -msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Salesperson` was automatically assigned as the matching field for both the pivot table and the chart. A matching field is not needed for *List #1* as we will not use this filter on the data source in question." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:193 +msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Salesperson` was automatically assigned as the matching field for both the pivot table and the chart." msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 msgid "A relation filter with the User model configured" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:216 -msgid "A :guilabel:`Text` filter can only match with a :ref:`Text (char) `, :ref:`Integer ` or :ref:`Decimal (float) ` field." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:206 +msgid "A :guilabel:`Text` filter can only match with a :ref:`Text ` (char), :ref:`Integer `, or :ref:`Decimal ` (float) field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:222 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:212 msgid "Enter a name for the new text filter in the :guilabel:`Label` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:223 -msgid "Optionally, enable :guilabel:`Restrict values to a range`. Doing so allows you to input a spreadsheet range either by typing the range or selecting it from within the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:213 +msgid "Optionally, enable :guilabel:`Restrict values to a range`. Doing so allows you to input a spreadsheet range either by typing the range or selecting it from the relevant sheet. The referenced range must be in the same spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:225 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:216 msgid "Optionally, enter a :guilabel:`Default value`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:226 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:217 msgid "In the :guilabel:`Field matching` section, for each data source click below the data source name and select the field the :guilabel:`Text` filter should match with." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:232 -msgid "In the example below, a :guilabel:`Text` global filter was created to allow the user to select a product from the :guilabel:`Product` filter and have both the pivot table and chart only show sales data related to that specific product." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:223 +msgid "In the example below, a :guilabel:`Text` global filter allows the pivot table and chart to show sales data only for products whose internal reference matches or contains the entered value, in this case, `FURN`. Multiple values can be entered if desired." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:-1 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 msgid "Global filters set on a pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:239 -msgid "In the :guilabel:`Filter properties`, the :guilabel:`Possible values` of the filter were restricted to the range :guilabel:`'Products (List #1)'!A2:A34`. This corresponds to the range containing the :guilabel:`Display name` of the product on a list inserted in the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:230 +msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the :guilabel:`Internal Reference` of the :guilabel:`Product Variant` was selected as the matching field for both the pivot table and the chart." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:-1 -msgid "A text filter with a restricted range" +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 +msgid "A text filter matched to the product's internal reference" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:238 +msgid "If you selected :guilabel:`Restrict values to range` when configuring the text filter and defined a range, you select the value of the text field from a dropdown." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:244 +msgid "Yes/No" msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:247 -msgid "With this configuration, the pivot table and chart can be filtered by product name by selecting one of the predefined values available in the text filter. In this case, :guilabel:`Furniture` has already been selected as the :guilabel:`Product category`, meaning that only products of this category can be selected as possible values." +msgid "A :guilabel:`Yes/No` filter can only match with a :ref:`Checkbox ` (boolean) field." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:250 +msgid "With the :guilabel:`Filter properties` pane open:" msgstr "" #: ../../content/applications/productivity/spreadsheet/global_filters.rst:252 -msgid "Furthermore, if the values in the range have been retrieved dynamically from the database, as in this case, the text filter is also dynamic, i.e., will reflect changes made to those values." +msgid "Enter a name for the new :guilabel:`Yes/No` filter in the :guilabel:`Label` field." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:256 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:253 +msgid "Optionally, select :guilabel:`Is set` or :guilabel:`Is not set` as the :guilabel:`Default value`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:254 +msgid "In the :guilabel:`Field matching` section, for each data source, click below the data source name and select the field the :guilabel:`Yes/No` filter should match with." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:259 +msgid "In the example below, a :guilabel:`Yes/No` global filter was created to allow the user to see all active opportunities, i.e., for which the :guilabel:`Active` checkbox is enabled on the record, or all inactive opportunities, i.e., for which the :guilabel:`Active` checkbox is disabled. Leaving the filter empty shows both active and inactive opportunities." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:267 +msgid "In the :guilabel:`Field matching` section of the :guilabel:`Filter properties`, the field :guilabel:`Active` was assigned as the matching field for the pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:0 +msgid "A yes/no filter with the Active field set as matching field" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:274 msgid "Manage and use global filters" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:258 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:276 msgid "Click the :icon:`os-global-filters` :guilabel:`Filters` icon at the top right of an Odoo spreadsheet to access the global filters that have been created for that spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:261 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:279 msgid "It is possible to:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:263 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:281 msgid "**Apply one or more global filters** by selecting appropriate values per filter, as relevant." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:266 -msgid "Reloading the browser will cause any global filters to reset to their initial state or default value, as relevant. To refresh data in an inserted list, pivot table, or chart without losing global filters that have been applied, click :menuselection:`Data --> Refresh all data` from the menu bar." +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:284 +msgid "Reloading the browser will cause any global filters to reset to their initial state or default value, as relevant. To refresh data in an inserted list, pivot table, or chart without losing global filters that have been applied, click :menuselection:`Data -->` :icon:`os-refresh-data` :menuselection:`Refresh all data` from the menu bar." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:271 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:289 msgid "**Change the order** of existing filters by hovering over a filter and using the :icon:`os-thin-drag-handle` :guilabel:`(drag handle)` icon to change the position." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:273 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:291 msgid "**Clear filter values** (whether default or selected values) by clicking the :icon:`fa-times` :guilabel:`(Clear)` icon next to the value in the filter." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:275 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:293 msgid "**Edit an existing filter** by selecting the :icon:`fa-cog` :guilabel:`(Edit)` icon to open the filter's :guilabel:`Filter properties` then editing as needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/global_filters.rst:277 +#: ../../content/applications/productivity/spreadsheet/global_filters.rst:295 msgid "**Delete an existing filter** by selecting the :icon:`fa-cog` :guilabel:`(Edit)` icon to open the filter's :guilabel:`Filter properties` then clicking :guilabel:`Remove`." msgstr "" @@ -11074,18 +11397,18 @@ msgstr "" msgid "charts, i.e., data from a :ref:`graph view `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:11 -msgid "Each time a list, pivot table, or chart is inserted, a :ref:`data source ` is created. This data source connects the spreadsheet to your Odoo database, retrieving up-to-date information every time the spreadsheet is opened, the browser page is reloaded, or data is manually refreshed by clicking :menuselection:`Data --> Refresh all data` from the menu bar." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:17 -msgid ":ref:`Inserted lists ` and :ref:`inserted pivot tables ` use formulas with Odoo-specific :ref:`list functions ` and :ref:`pivot table functions ` to retrieve data from your database and can be further manipulated in the spreadsheet. Certain elements of :ref:`inserted charts ` can be modified, but no data manipulation or computation is possible." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:25 +#: ../../content/applications/productivity/spreadsheet/insert.rst:12 msgid "Lists, pivot tables, and charts from different apps and models can be inserted into the same spreadsheet." msgstr "" +#: ../../content/applications/productivity/spreadsheet/insert.rst:15 +msgid "Each time a list, pivot table, or chart is inserted, a :ref:`data source ` is created. This data source connects the spreadsheet to your Odoo database, retrieving up-to-date information every time the spreadsheet is opened, the browser page is reloaded, or data is manually refreshed by clicking :menuselection:`Data -->` :icon:`os-refresh-data` :menuselection:`Refresh all data` from the menu bar." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:21 +msgid ":ref:`Inserted lists ` and :ref:`inserted pivot tables ` use formulas with Odoo-specific :ref:`list functions ` and :ref:`pivot table functions ` to retrieve data from your database and can be further manipulated in the spreadsheet. Certain elements of :ref:`inserted charts ` can be modified, but no data manipulation or computation is possible." +msgstr "" + #: ../../content/applications/productivity/spreadsheet/insert.rst:29 msgid "If you intend to use :doc:`global filters ` to dynamically filter Odoo data in a spreadsheet or dashboard, do not use the same conditions to establish the initial list, pivot table, or chart in your database." msgstr "" @@ -11111,7 +11434,7 @@ msgid "Data sources" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:47 -msgid "Data sources, which are created each time a :ref:`list `, :ref:`pivot table ` or :ref:`graph ` is inserted into an Odoo spreadsheet, connect the spreadsheet and the relevant :doc:`model <../../studio/models_modules_apps>` in your database, keeping the data in the spreadsheet up-to-date." +msgid "Data sources, which are created each time a :ref:`list `, :ref:`pivot table `, or :ref:`chart ` is inserted into an Odoo spreadsheet, connect the spreadsheet and the relevant :doc:`model <../../studio/models_modules_apps>` in your database, ensuring the data stays up-to-date and allowing you to :ref:`access the underlying data `." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:53 @@ -11123,22 +11446,26 @@ msgid "Data sources listed in Data menu" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:61 -msgid "Clicking on a data source opens the related properties in a pane on the right of the spreadsheet." +msgid "Clicking on a data source opens the related properties in a panel on the right of the spreadsheet." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:64 -msgid "The properties pane can also be opened by right-clicking any cell of an inserted list or pivot table, then clicking :icon:`oi-view-list` :guilabel:`See list properties` or :icon:`oi-view-pivot` :guilabel:`See pivot properties`, or by clicking the :icon:`fa-bars` :guilabel:`(menu)` icon at the top right of an inserted chart, then clicking :icon:`fa-pencil-square-o` :guilabel:`Edit`." +msgid "The properties panel can also be opened by right-clicking any cell of an inserted list or pivot table, then clicking :icon:`oi-view-list` :guilabel:`See list properties` or :icon:`oi-view-pivot` :guilabel:`See pivot properties`, or by clicking the :icon:`fa-bars` :guilabel:`(menu)` icon at the top right of an inserted chart, then clicking :icon:`fa-pencil-square-o` :guilabel:`Edit`." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:69 -msgid "Once the properties of a specific data source are open, they remain open even when navigating between spreadsheet tabs. To close the properties pane, click the :icon:`fa-times` :guilabel:`(close)` icon at the top right of the pane." +msgid "Once the properties of a specific data source are open, they remain open even when navigating between spreadsheet tabs. To close the properties panel, click the :icon:`fa-times` :guilabel:`(close)` icon at the top right of the panel." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:74 +#: ../../content/applications/productivity/spreadsheet/insert.rst:72 +msgid "Click :icon:`fa-thumb-tack` :guilabel:`(pin)` at the top of the properties panel to allow another panel, such as the :doc:`global filters ` panel, to open beside it." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:76 msgid "Deleting an inserted list or pivot table, or deleting the sheet into which it was inserted, does not delete the underlying data source. The data source of an inserted list or pivot table can only be deleted via the data source's properties." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:78 +#: ../../content/applications/productivity/spreadsheet/insert.rst:80 msgid "A warning in the :guilabel:`Data` menu identifies any data sources for which the corresponding list or pivot table no longer appears in the spreadsheet." msgstr "" @@ -11146,35 +11473,63 @@ msgstr "" msgid "Warning message about unused list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:84 +#: ../../content/applications/productivity/spreadsheet/insert.rst:86 msgid "Deleting an inserted chart, on the other hand, also deletes the underlying data source." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:89 +#: ../../content/applications/productivity/spreadsheet/insert.rst:91 +msgid "Accessing underlying data" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:93 +msgid "The underlying data of an inserted list, pivot table, or chart can be accessed at any time. To view:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:95 +msgid "an individual record of an **inserted list**, right-click any cell of the relevant row, then select :icon:`fa-eye` :guilabel:`See record`" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:97 +msgid "a list of records referenced by an individual cell of an **inserted pivot table**, right-click the cell, then select :icon:`fa-eye` :guilabel:`See records`" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:99 +msgid "a list of records represented by a data point of an **inserted chart**, click the data point." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:102 +msgid "Use the middle mouse button or `Ctrl` + left-click (Microsoft/Linux), or `Command` + left-click (Mac OS) to open the results in a new browser tab." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:105 +msgid "To return to the spreadsheet after viewing the underlying data, click the name of the spreadsheet in the breadcrumbs at the top of the page." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:111 msgid "Insert a list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:92 +#: ../../content/applications/productivity/spreadsheet/insert.rst:114 msgid "Before inserting a list in a spreadsheet, ensure the list is tailored to your needs. Consider which fields should be visible as well as how the records are filtered and/or sorted. This can impact both the loading time and the user-friendliness of your spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:96 +#: ../../content/applications/productivity/spreadsheet/insert.rst:118 msgid "To insert a list:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:98 +#: ../../content/applications/productivity/spreadsheet/insert.rst:120 msgid "With the relevant list view open in your database, click the :icon:`fa-cog` :guilabel:`(Actions)` icon beside the name of the view, then :menuselection:`Spreadsheet -->` :icon:`oi-view-list` :menuselection:`Insert list in spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:103 +#: ../../content/applications/productivity/spreadsheet/insert.rst:125 msgid "To insert only specific records, select the relevant records, click the :icon:`fa-cog` :guilabel:`Actions` button that appears at the top center of the screen, then :icon:`oi-view-list` :guilabel:`Insert in spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:107 +#: ../../content/applications/productivity/spreadsheet/insert.rst:129 msgid "In the window that opens, edit the :guilabel:`Name of the list` if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:109 +#: ../../content/applications/productivity/spreadsheet/insert.rst:131 msgid "The list name is used in the sheet name and in the :ref:`list properties `." msgstr "" @@ -11182,84 +11537,78 @@ msgstr "" msgid "Inserting a list in a spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:115 +#: ../../content/applications/productivity/spreadsheet/insert.rst:137 msgid "Edit the number of records, i.e., rows, to be inserted if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:117 +#: ../../content/applications/productivity/spreadsheet/insert.rst:139 msgid "By default, the number shown is the number of records visible on the first page of the list. For example, if the list contains 150 records but only 80 are visible, this field will show 80." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:121 +#: ../../content/applications/productivity/spreadsheet/insert.rst:143 msgid "While the data in your list is kept up to date thanks to the connection to your database, an inserted list will not automatically expand to accommodate new records, e.g., a new product category or a new salesperson." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:125 +#: ../../content/applications/productivity/spreadsheet/insert.rst:147 msgid "If you anticipate new records being added, consider adding extra rows when inserting the list. Records/rows can also be :ref:`added manually ` after the spreadsheet has been inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:130 +#: ../../content/applications/productivity/spreadsheet/insert.rst:152 msgid "Your company currently has ten product categories and you insert this list in a spreadsheet. If an 11th product category is created and your inserted list only had ten rows, the new category will be inserted in the appropriate position in the spreadsheet, thereby removing an existing category." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:135 +#: ../../content/applications/productivity/spreadsheet/insert.rst:157 msgid "One way to avoid this is to :ref:`add extra rows ` when inserting the list." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:138 -msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the list should be inserted." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:142 -#: ../../content/applications/productivity/spreadsheet/insert.rst:371 -#: ../../content/applications/productivity/spreadsheet/insert.rst:548 -msgid "New spreadsheets are saved in the **Odoo Documents** app in either the :icon:`fa-hdd-o` :guilabel:`My Drive` personal workspace or, if :ref:`file centralization ` has been enabled for spreadsheets, in the :guilabel:`Spreadsheet` workspace." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:147 -#: ../../content/applications/productivity/spreadsheet/insert.rst:376 -#: ../../content/applications/productivity/spreadsheet/insert.rst:553 -#: ../../content/applications/productivity/spreadsheet/insert.rst:776 -msgid "Click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:149 -msgid "The list is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the list followed by the list ID, e.g., *Quotations by Total (List #1)*. A pane on the right side of the screen shows the :ref:`list properties `." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:154 -msgid "To view an individual record of an inserted list, right-click on any cell of the relevant row, then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name of the spreadsheet in the breadcrumbs at the top of the page." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:157 -msgid "To sever the link between an inserted list and your database, select the entire list, right-click and select :icon:`fa-clone` :guilabel:`Copy` then right-click again and select :menuselection:`Paste special --> Paste as value`." -msgstr "" - #: ../../content/applications/productivity/spreadsheet/insert.rst:160 -msgid "Do not modify the list ID in the sheet name, as the inserted list retains this ID for the lifetime of the spreadsheet. This list ID is used in the :ref:`spreadsheet functions ` that retrieve data from your database." +msgid "Click :guilabel:`Blank spreadsheet` to create a new spreadsheet, or select in which existing spreadsheet the list should be inserted." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:164 +msgid "When inserting a list into a new spreadsheet, the spreadsheet is saved in the **Odoo Documents** app in the :icon:`fa-hdd-o` :guilabel:`My Drive` personal folder." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:167 -msgid "List functions" +#: ../../content/applications/productivity/spreadsheet/insert.rst:391 +#: ../../content/applications/productivity/spreadsheet/insert.rst:563 +#: ../../content/applications/productivity/spreadsheet/insert.rst:889 +msgid "Click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:169 -msgid "When a list is inserted into a spreadsheet, the following :doc:`functions ` are used to retrieve the header and field values, respectively:" +msgid "The list is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the list followed by the list ID, e.g., *Quotations by Total (List #1)*. A panel on the right side of the screen shows the :ref:`list properties `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:179 -msgid "`list_id`: the ID assigned when the list is inserted. The first list inserted into a spreadsheet is assigned list ID `1`, the second, list ID `2`, etc." +#: ../../content/applications/productivity/spreadsheet/insert.rst:174 +msgid "To sever the link between an inserted list and your database, select the entire list, right-click and select :icon:`fa-clipboard` :guilabel:`Copy` then right-click again and select :menuselection:`Paste special --> Paste as value`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:181 -msgid "`index`: identifies the line on which the record appeared in the list before insertion. The first line has an index of `1`, the second an index of `2`, etc." +#: ../../content/applications/productivity/spreadsheet/insert.rst:177 +msgid "Do not modify the list ID in the sheet name, as the inserted list retains this ID for the lifetime of the spreadsheet. This list ID is used in the :ref:`spreadsheet functions ` that retrieve data from your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:183 -msgid "`field_name`: the technical name of the field." +#: ../../content/applications/productivity/spreadsheet/insert.rst:184 +msgid "List functions" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:186 +msgid "When a list is inserted into a spreadsheet, the following :doc:`functions ` are used to retrieve the header and field values, respectively:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:196 +msgid "`list_id`: the ID assigned when the list is inserted. The first list inserted into a spreadsheet is assigned list ID `1`, the second, list ID `2`, etc." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:198 +msgid "`index`: identifies the line on which the record appeared in the list before insertion. The first line has an index of `1`, the second an index of `2`, etc." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:200 +msgid "`field_name`: the technical name of the field." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:203 msgid "Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->` :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to retrieve list headers and values." msgstr "" @@ -11267,87 +11616,87 @@ msgstr "" msgid "Viewing formulas of spreadsheet cells" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:197 +#: ../../content/applications/productivity/spreadsheet/insert.rst:214 msgid "List properties" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:199 +#: ../../content/applications/productivity/spreadsheet/insert.rst:216 msgid "The list properties appear on the right side of the screen when a list is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant list, as prefaced by the :icon:`oi-view-list` :guilabel:`(list)` icon, or by right-clicking anywhere on the list and clicking :icon:`oi-view-list` :guilabel:`See list properties`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:204 +#: ../../content/applications/productivity/spreadsheet/insert.rst:221 msgid "The following list properties are shown, some of which can be edited:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:206 +#: ../../content/applications/productivity/spreadsheet/insert.rst:223 msgid ":guilabel:`List #`: the list ID. List IDs are assigned sequentially as additional lists are inserted into the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:208 +#: ../../content/applications/productivity/spreadsheet/insert.rst:225 msgid ":guilabel:`List Name`: the name of the list. Edit this if needed. Note that editing the list name in the list properties does not modify the list name shown in the sheet name, and vice versa." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:210 -#: ../../content/applications/productivity/spreadsheet/insert.rst:446 +#: ../../content/applications/productivity/spreadsheet/insert.rst:227 +#: ../../content/applications/productivity/spreadsheet/insert.rst:458 msgid ":guilabel:`Model`: the model from which the data has been extracted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:211 +#: ../../content/applications/productivity/spreadsheet/insert.rst:228 msgid ":guilabel:`Columns`: the fields of the model that were visible when the list was inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:212 -#: ../../content/applications/productivity/spreadsheet/insert.rst:462 -#: ../../content/applications/productivity/spreadsheet/insert.rst:702 +#: ../../content/applications/productivity/spreadsheet/insert.rst:229 +#: ../../content/applications/productivity/spreadsheet/insert.rst:474 +#: ../../content/applications/productivity/spreadsheet/insert.rst:760 msgid ":guilabel:`Domain`: the rules used to determine which records are shown. Click :ref:`Edit domain ` to add or edit rules." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:216 -#: ../../content/applications/productivity/spreadsheet/insert.rst:466 +#: ../../content/applications/productivity/spreadsheet/insert.rst:233 +#: ../../content/applications/productivity/spreadsheet/insert.rst:478 msgid "When :doc:`global filters ` are used, this domain is combined with the selected values of the global filter before the data is loaded into the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:219 +#: ../../content/applications/productivity/spreadsheet/insert.rst:236 msgid ":guilabel:`Sorting`: how the data is sorted, if applicable. To add a sorting rule, click :guilabel:`Add`, select the field, then choose whether sorting should be :guilabel:`Ascending` or :guilabel:`Descending`. Delete a sorting rule by clicking the :icon:`fa-times` :guilabel:`(delete)` icon." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:224 +#: ../../content/applications/productivity/spreadsheet/insert.rst:241 msgid "To :ref:`duplicate ` or :ref:`delete ` a list's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon, then click :icon:`fa-clone` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete` as relevant." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:232 +#: ../../content/applications/productivity/spreadsheet/insert.rst:249 msgid "Manage an inserted list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:234 -msgid "Once a list from an Odoo database has been inserted into an Odoo spreadsheet, you can:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:251 +msgid "After a list from an Odoo database has been inserted into an Odoo spreadsheet, you can:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:236 +#: ../../content/applications/productivity/spreadsheet/insert.rst:253 msgid ":ref:`add records `, i.e., rows" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:237 +#: ../../content/applications/productivity/spreadsheet/insert.rst:254 msgid ":ref:`add fields `, i.e., columns" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:238 +#: ../../content/applications/productivity/spreadsheet/insert.rst:255 msgid ":ref:`duplicate the list ` to create a new, identical data source" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:240 +#: ../../content/applications/productivity/spreadsheet/insert.rst:257 msgid ":ref:`delete the list and its underlying data source `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:245 +#: ../../content/applications/productivity/spreadsheet/insert.rst:262 msgid "Add records/rows to a list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:247 +#: ../../content/applications/productivity/spreadsheet/insert.rst:264 msgid "To add records to a list, use one of the following methods:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:249 +#: ../../content/applications/productivity/spreadsheet/insert.rst:266 msgid "Select the last row of the table, then hover over the blue square until the plus icon appears. Click and drag down to add the desired number of rows. The cells of the new rows are populated with the :ref:`appropriate formula ` to retrieve the list values. If there is corresponding data in your database, the cells are populated." msgstr "" @@ -11355,35 +11704,35 @@ msgstr "" msgid "Add records by dragging the cell down" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:257 +#: ../../content/applications/productivity/spreadsheet/insert.rst:274 msgid "Position your cursor in the top left cell of the sheet, click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate list. In the pop-up window, indicate the number of records to insert and click :guilabel:`Confirm`. An updated list is inserted, overwriting the previous list." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:263 +#: ../../content/applications/productivity/spreadsheet/insert.rst:280 msgid "The above methods can also be used to add additional blank rows to your spreadsheet table. This may be useful for lists where you expect additional records to be generated in your database, e.g., new product categories or new salespersons." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:270 +#: ../../content/applications/productivity/spreadsheet/insert.rst:287 msgid "Add fields/columns to a list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:272 +#: ../../content/applications/productivity/spreadsheet/insert.rst:289 msgid "To add fields/columns to a list:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:274 +#: ../../content/applications/productivity/spreadsheet/insert.rst:291 msgid "Select the column to the right or left of where the new column should be inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:275 +#: ../../content/applications/productivity/spreadsheet/insert.rst:292 msgid "Click :menuselection:`Insert -->` :icon:`os-insert-col` :menuselection:`Insert column` then :icon:`os-insert-col-before` :menuselection:`Column left` or :icon:`os-insert-col-after` :menuselection:`Column right` from the menu bar, or right-click then :icon:`os-insert-col-before` :guilabel:`Insert column left` or :icon:`os-insert-col-after` :guilabel:`Insert column right` as appropriate." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:280 +#: ../../content/applications/productivity/spreadsheet/insert.rst:297 msgid "Copy the header cell of any column, paste it into the header cell of the new column, and press `Enter`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:282 +#: ../../content/applications/productivity/spreadsheet/insert.rst:299 msgid "Double-click the new header cell then click on the field name that appears in quotation marks at the end of the formula; a list of all the technical names of the fields of the related model appears." msgstr "" @@ -11391,100 +11740,100 @@ msgstr "" msgid "Add fields/columns by editing the formula" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:289 +#: ../../content/applications/productivity/spreadsheet/insert.rst:306 msgid "Select the appropriate field name and press `Enter`. The field's label appears in the header." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:292 +#: ../../content/applications/productivity/spreadsheet/insert.rst:309 msgid "To know a field's technical name, navigate to the relevant view, :ref:`activate developer mode `, then check the field name by hovering over the question mark beside a field's label." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:296 +#: ../../content/applications/productivity/spreadsheet/insert.rst:313 msgid "With the header cell selected, double-click on the blue square in the bottom-right corner. The cells of the column are populated with the appropriate formula to retrieve the list values. If there is corresponding data in your database, the cells are populated." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:303 +#: ../../content/applications/productivity/spreadsheet/insert.rst:320 msgid "Duplicate a list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:305 +#: ../../content/applications/productivity/spreadsheet/insert.rst:322 msgid "Duplicating a list via the list's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:308 +#: ../../content/applications/productivity/spreadsheet/insert.rst:325 msgid "With the :ref:`list properties ` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:311 +#: ../../content/applications/productivity/spreadsheet/insert.rst:328 msgid "The new data source is assigned the next available list ID. For example, if no other lists have been inserted in the meantime, duplicating *List #1* results in the creation of *List #2*." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:314 +#: ../../content/applications/productivity/spreadsheet/insert.rst:331 msgid "Unlike when you insert a list, a duplicated list is not automatically inserted into the spreadsheet. To insert it, perform the following steps:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:317 +#: ../../content/applications/productivity/spreadsheet/insert.rst:334 msgid "Add a new sheet by clicking the :icon:`os-plus` :guilabel:`(add sheet)` icon at the bottom left of the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:319 +#: ../../content/applications/productivity/spreadsheet/insert.rst:336 msgid "Click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate list." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:321 +#: ../../content/applications/productivity/spreadsheet/insert.rst:338 msgid "Define the number of records to insert and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:322 -msgid "Edit the :guilabel:`List Name` in the properties pane if needed." +#: ../../content/applications/productivity/spreadsheet/insert.rst:339 +msgid "Edit the :guilabel:`List Name` in the properties panel if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:323 +#: ../../content/applications/productivity/spreadsheet/insert.rst:340 msgid "Rename the sheet by right-clicking on the sheet tab, selecting :guilabel:`Rename`, and entering the new sheet name." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:327 +#: ../../content/applications/productivity/spreadsheet/insert.rst:344 msgid "Duplicating an inserted list by copying and pasting it or by duplicating the sheet into which it has been inserted does not create a new data source. Any changes made to the list's properties would therefore impact any copies of the list." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:334 +#: ../../content/applications/productivity/spreadsheet/insert.rst:351 msgid "Delete a list" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:336 +#: ../../content/applications/productivity/spreadsheet/insert.rst:353 msgid "To fully delete a list and the underlying data source from a spreadsheet, perform the following steps in any order:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:339 -#: ../../content/applications/productivity/spreadsheet/insert.rst:528 +#: ../../content/applications/productivity/spreadsheet/insert.rst:356 +#: ../../content/applications/productivity/spreadsheet/insert.rst:540 msgid "Delete the spreadsheet table using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet. This deletes the visual representation of the data." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:341 -msgid "From the :ref:`properties pane ` of the relevant list, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the list from the spreadsheet." +#: ../../content/applications/productivity/spreadsheet/insert.rst:358 +msgid "From the :ref:`properties panel ` of the relevant list, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the list from the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:348 +#: ../../content/applications/productivity/spreadsheet/insert.rst:365 msgid "Insert a pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:351 +#: ../../content/applications/productivity/spreadsheet/insert.rst:368 msgid "Converting an inserted pivot table to a :doc:`dynamic pivot table ` allows you to add, remove, and manipulate dimensions (i.e., columns and rows) and measures. It is therefore possible to insert a basic pivot table with minimal configuration, convert it to a dynamic pivot table, then refine it directly in the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:356 +#: ../../content/applications/productivity/spreadsheet/insert.rst:373 msgid "To insert a pivot table:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:358 +#: ../../content/applications/productivity/spreadsheet/insert.rst:375 msgid "With the relevant pivot view open in your database, click :guilabel:`Insert in Spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:359 +#: ../../content/applications/productivity/spreadsheet/insert.rst:376 msgid "In the window that opens, edit the :guilabel:`Name of the pivot` if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:361 +#: ../../content/applications/productivity/spreadsheet/insert.rst:378 msgid "This name is used in the sheet name and in the :ref:`pivot table properties `." msgstr "" @@ -11492,51 +11841,51 @@ msgstr "" msgid "Inserting a pivot table in a spreadsheet" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:367 -msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the pivot table should be inserted." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:378 -msgid "The pivot table is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the pivot table followed by the pivot table ID, e.g., *Sales Analysis by Sales Team (Pivot #1)*. A pane on the right side of the screen shows the :ref:`pivot table properties `." -msgstr "" - #: ../../content/applications/productivity/spreadsheet/insert.rst:384 -msgid "To view the records referenced by an individual cell of a pivot table, right-click on the cell, then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name of the spreadsheet in the breadcrumbs at the top of the page." +msgid "Click :guilabel:`Blank spreadsheet` to create a new spreadsheet, or select in which existing spreadsheet the pivot table should be inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:387 +#: ../../content/applications/productivity/spreadsheet/insert.rst:388 +msgid "When inserting a pivot table into a new spreadsheet, the spreadsheet is saved in the **Odoo Documents** app in the :icon:`fa-hdd-o` :guilabel:`My Drive` personal folder." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:393 +msgid "The pivot table is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the pivot table followed by the pivot table ID, e.g., *Sales Analysis by Sales Team (Pivot #1)*. A panel on the right side of the screen shows the :ref:`pivot table properties `." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:399 msgid "To sever the link between an inserted pivot table and your database, select the entire pivot table, right-click and select :icon:`fa-clone` :guilabel:`Copy`, then right-click again and select :menuselection:`Paste special --> Paste as value`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:390 +#: ../../content/applications/productivity/spreadsheet/insert.rst:402 msgid "Do not modify the pivot table ID in the sheet name, as the inserted pivot table retains this ID for the lifetime of the spreadsheet. This pivot table ID is used in the :ref:`spreadsheet functions ` that retrieve data from your database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:398 +#: ../../content/applications/productivity/spreadsheet/insert.rst:410 msgid "Pivot table functions" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:400 +#: ../../content/applications/productivity/spreadsheet/insert.rst:412 msgid "An inserted pivot table that has not been converted to a :doc:`dynamic pivot table ` uses the following :doc:`functions ` to retrieve the header and field values, respectively:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:409 +#: ../../content/applications/productivity/spreadsheet/insert.rst:421 msgid "The arguments of the functions are as follows:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:413 +#: ../../content/applications/productivity/spreadsheet/insert.rst:425 msgid "`measure_name`: the technical name of what is being measured, followed by the type of aggregation, e.g., `product_uom_qty:sum`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:415 +#: ../../content/applications/productivity/spreadsheet/insert.rst:427 msgid "`domain_field_name`: the technical name of the field used as a dimension, e.g., `user_id`, or, if the dimension is a time period, the technical name of the date field, followed by the time period, e.g., `date_order:month`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:418 +#: ../../content/applications/productivity/spreadsheet/insert.rst:430 msgid "`domain_value`: the ID of the record, or, if the dimension is a time period, the date or time period targeted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:422 +#: ../../content/applications/productivity/spreadsheet/insert.rst:434 msgid "Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->` :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to retrieve headers and values of a static pivot table." msgstr "" @@ -11544,143 +11893,147 @@ msgstr "" msgid "Functions of a static pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:433 +#: ../../content/applications/productivity/spreadsheet/insert.rst:445 msgid "Pivot table properties" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:435 +#: ../../content/applications/productivity/spreadsheet/insert.rst:447 msgid "The pivot table properties appear on the right side of the screen when a pivot table is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant pivot table, as prefaced by the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon, or by right-clicking anywhere on the pivot table and clicking :icon:`oi-view-pivot` :guilabel:`See pivot properties`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:440 +#: ../../content/applications/productivity/spreadsheet/insert.rst:452 msgid "The following pivot table properties are shown, some of which can be edited:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:442 +#: ../../content/applications/productivity/spreadsheet/insert.rst:454 msgid ":guilabel:`Pivot #`: the pivot table ID. Pivot table IDs are assigned sequentially as additional pivot tables are inserted in the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:444 +#: ../../content/applications/productivity/spreadsheet/insert.rst:456 msgid ":guilabel:`Name`: the name of the pivot table. Edit this if needed. Note that editing the name in the pivot table properties does not modify the name shown in the sheet name, and vice versa." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:447 +#: ../../content/applications/productivity/spreadsheet/insert.rst:459 msgid ":guilabel:`Columns` and :guilabel:`Rows`: dimensions you are using to categorize or group data from the model." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:449 +#: ../../content/applications/productivity/spreadsheet/insert.rst:461 msgid ":guilabel:`Measures`: what you are measuring, or analyzing, based on the dimensions you have chosen." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:453 +#: ../../content/applications/productivity/spreadsheet/insert.rst:465 msgid "If you attempt to make changes to the columns, rows, or measures of a pivot table that has just been inserted into a spreadsheet, an error appears at the top right of the screen." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:459 +#: ../../content/applications/productivity/spreadsheet/insert.rst:471 msgid "To be able to manipulate a pivot table's properties, convert a static pivot table to a :ref:`dynamic pivot table `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:469 -msgid "To :ref:`duplicate ` or :ref:`delete ` a pivot table's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-copy` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete`." +#: ../../content/applications/productivity/spreadsheet/insert.rst:481 +msgid "To :ref:`duplicate ` or :ref:`delete ` a pivot table's data source, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:477 +#: ../../content/applications/productivity/spreadsheet/insert.rst:489 msgid "Manage an inserted pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:479 -msgid "Once a pivot table from an Odoo database has been inserted into an Odoo spreadsheet, you can:" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:481 -msgid ":ref:`convert it to a dynamic pivot table ` to be able to manipulate the dimensions and measures" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:483 -msgid ":ref:`duplicate the pivot table ` to create a new, identical data source" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:485 -msgid ":ref:`delete the pivot table and its underlying data source `" -msgstr "" - #: ../../content/applications/productivity/spreadsheet/insert.rst:491 -msgid "Duplicate a pivot table" +msgid "After a pivot table from an Odoo database has been inserted into an Odoo spreadsheet, you can:" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:493 -msgid "Duplicating a pivot table via the pivot table's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet." +msgid ":ref:`convert it to a dynamic pivot table ` to be able to manipulate the dimensions and measures" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:496 -msgid "For example, you can see the same data aggregated by different dimensions or use :doc:`global filters ` to offset the date and create pivot tables that compare the current period's data with a previous period." +#: ../../content/applications/productivity/spreadsheet/insert.rst:495 +msgid ":ref:`duplicate the pivot table ` to create a new, identical data source" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:500 -msgid "To duplicate a pivot table, perform the following steps:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:497 +msgid ":ref:`delete the pivot table and its underlying data source `" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:502 -msgid "With the :ref:`pivot table properties ` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`." +#: ../../content/applications/productivity/spreadsheet/insert.rst:503 +msgid "Duplicate a pivot table" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:505 -msgid "The duplicated pivot table is automatically inserted into a new sheet in the spreadsheet, with the pivot table properties open in the right pane." +msgid "Duplicating a pivot table via the pivot table's properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:507 -msgid "Edit the :guilabel:`Name` in the properties pane and the sheet tab if needed." +#: ../../content/applications/productivity/spreadsheet/insert.rst:508 +msgid "For example, you can see the same data aggregated by different dimensions or use :doc:`global filters ` to offset the date and create pivot tables that compare the current period's data with a previous period." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:509 -msgid "The new data source is assigned the next available pivot table ID. For example, if no other pivot tables have been inserted in the meantime, duplicating *Pivot #1* results in the creation of *Pivot #2*." +#: ../../content/applications/productivity/spreadsheet/insert.rst:512 +msgid "To duplicate a pivot table, perform the following steps:" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:514 -msgid "Duplicating an inserted pivot table by copying and pasting it or by duplicating the sheet does not create a new data source. Any changes made to the pivot table's properties would therefore impact any copies of the pivot table." +msgid "With the :ref:`pivot table properties ` open, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:517 +msgid "The duplicated pivot table is automatically inserted into a new sheet in the spreadsheet, with the pivot table properties open in the right panel." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:519 +msgid "Edit the :guilabel:`Name` in the properties panel and the sheet tab if needed." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:521 +msgid "The new data source is assigned the next available pivot table ID. For example, if no other pivot tables have been inserted in the meantime, duplicating *Pivot #1* results in the creation of *Pivot #2*." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:526 +msgid "Duplicating an inserted pivot table by copying and pasting it or by duplicating the sheet does not create a new data source. Any changes made to the pivot table's properties would therefore impact any copies of the pivot table." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:529 msgid "When a pivot table is duplicated, the new pivot table is by default a :doc:`dynamic pivot table `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:523 +#: ../../content/applications/productivity/spreadsheet/insert.rst:535 msgid "Delete a pivot table" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:525 +#: ../../content/applications/productivity/spreadsheet/insert.rst:537 msgid "To fully delete a pivot table and the underlying data source from a spreadsheet, perform the following steps in any order:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:530 -msgid "From the :ref:`properties pane ` of the relevant pivot table, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the pivot table." +#: ../../content/applications/productivity/spreadsheet/insert.rst:542 +msgid "From the :ref:`properties panel ` of the relevant pivot table, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes the data source of the pivot table." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:537 +#: ../../content/applications/productivity/spreadsheet/insert.rst:549 msgid "Insert a chart" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:539 +#: ../../content/applications/productivity/spreadsheet/insert.rst:551 msgid "To insert a chart from an Odoo database into an Odoo spreadsheet:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:541 +#: ../../content/applications/productivity/spreadsheet/insert.rst:553 msgid "With the relevant graph view open in your database, click :guilabel:`Insert in Spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:542 +#: ../../content/applications/productivity/spreadsheet/insert.rst:554 msgid "In the window that opens, edit the :guilabel:`Name of the graph` if needed." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:544 -msgid "Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the chart should be inserted." +#: ../../content/applications/productivity/spreadsheet/insert.rst:556 +msgid "Click :guilabel:`Blank spreadsheet` to create a new spreadsheet, or select in which existing spreadsheet the chart should be inserted." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:555 +#: ../../content/applications/productivity/spreadsheet/insert.rst:560 +msgid "When inserting a chart into a new spreadsheet, the spreadsheet is saved in the **Odoo Documents** app in the :icon:`fa-hdd-o` :guilabel:`My Drive` personal folder." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:565 msgid "Charts are inserted on the first sheet of the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:558 +#: ../../content/applications/productivity/spreadsheet/insert.rst:568 msgid "Clicking on a data point in a chart opens the relevant list view in the database. In the example, clicking on :guilabel:`Jessica Childs` opens the list view of all sales by this salesperson that match the domain of the chart." msgstr "" @@ -11688,31 +12041,35 @@ msgstr "" msgid "A clickable link to an Odoo menu plus clickable data point" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:568 +#: ../../content/applications/productivity/spreadsheet/insert.rst:578 msgid "Chart properties" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:570 +#: ../../content/applications/productivity/spreadsheet/insert.rst:580 msgid "When you insert a chart into a spreadsheet, the chart properties appear on the right side of the screen. Access these at any time via the :guilabel:`Data` menu by clicking the relevant chart, as prefaced by the :icon:`fa-bar-chart` :guilabel:`(chart)` icon. Alternatively, hover over the chart then click the :icon:`fa-bars` :guilabel:`(menu)` icon and click :icon:`fa-pencil-square-o` :guilabel:`Edit`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:576 +#: ../../content/applications/productivity/spreadsheet/insert.rst:586 msgid "In the chart properties, the :icon:`fa-sliders` :guilabel:`Configuration` and :icon:`fa-paint-brush` :guilabel:`Design` tabs let you modify various elements of the chart." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:582 +#: ../../content/applications/productivity/spreadsheet/insert.rst:592 msgid "The :icon:`fa-sliders` :guilabel:`Configuration` tab includes the following sections:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:584 +#: ../../content/applications/productivity/spreadsheet/insert.rst:594 msgid ":guilabel:`Chart type`: the type of chart. By default, this indicates the type of chart you selected in the graph view in the database before inserting the chart in the spreadsheet." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:587 +#: ../../content/applications/productivity/spreadsheet/insert.rst:597 msgid "After a chart has been inserted, more chart types are available. Click the dropdown menu to select the most appropriate chart type for the data." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:592 +#: ../../content/applications/productivity/spreadsheet/insert.rst:601 +msgid "The chart types in the :guilabel:`Other` tab below are only available when creating a chart from spreadsheet data; an inserted chart cannot be converted to a chart type shown in that tab. All other chart types are available for both inserted charts and when creating a chart directly from spreadsheet data." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:608 msgid "Line" msgstr "" @@ -11720,7 +12077,7 @@ msgstr "" msgid "Line chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:597 +#: ../../content/applications/productivity/spreadsheet/insert.rst:613 msgid ":guilabel:`Line`: best for showing trends or changes over time, such as sales growth across months or temperature variations." msgstr "" @@ -11728,11 +12085,19 @@ msgstr "" msgid "Stacked line chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:603 +#: ../../content/applications/productivity/spreadsheet/insert.rst:619 msgid ":guilabel:`Stacked Line`: useful for visualizing cumulative trends where multiple series contribute to a total, like revenue by department over time." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:606 +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Combo chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:625 +msgid ":guilabel:`Combo`: combines multiple chart types (e.g., bars and lines) to compare different data types or highlight key metrics alongside trends." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:628 msgid "Column" msgstr "" @@ -11740,7 +12105,7 @@ msgstr "" msgid "Column chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:611 +#: ../../content/applications/productivity/spreadsheet/insert.rst:633 msgid ":guilabel:`Column`: ideal for comparing values across discrete categories, such as sales per product or revenue by region." msgstr "" @@ -11748,63 +12113,19 @@ msgstr "" msgid "Stacked column chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:617 +#: ../../content/applications/productivity/spreadsheet/insert.rst:639 msgid ":guilabel:`Stacked Column`: displays part-to-whole relationships within categories, such as regional contributions to total sales." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:620 -msgid "Area" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Area chart icon" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:625 -msgid ":guilabel:`Area`: similar to a line chart but fills the area beneath the lines to emphasize magnitude, perfect for cumulative metrics over time." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Stacked area chart icon" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:631 -msgid ":guilabel:`Stacked Area`: visualizes the composition of changes over time, such as market share by product category." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:634 -msgid "Pie" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Pie chart icon" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:639 -msgid ":guilabel:`Pie`: best for showing proportions or percentages of a whole, such as market share or budget allocation." -msgstr "" - #: ../../content/applications/productivity/spreadsheet/insert.rst:642 -msgid "Other" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:644 -msgid "When creating a chart from spreadsheet data, rather than inserting one from a graph view, the following chart types are also available:" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Combo chart icon" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:650 -msgid ":guilabel:`Combo`: combines multiple chart types (e.g., bars and lines) to compare different data types or highlight key metrics alongside trends." +msgid "Bar" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:0 msgid "Bar chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:656 +#: ../../content/applications/productivity/spreadsheet/insert.rst:647 msgid ":guilabel:`Bar`: similar to a column chart but horizontal, making it better for comparing long category names or datasets." msgstr "" @@ -11812,47 +12133,87 @@ msgstr "" msgid "Stacked bar chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:662 +#: ../../content/applications/productivity/spreadsheet/insert.rst:653 msgid ":guilabel:`Stacked Bar`: highlights cumulative contributions across categories, often used in demographic or resource allocation analysis." msgstr "" +#: ../../content/applications/productivity/spreadsheet/insert.rst:656 +msgid "Area" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Area chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:661 +msgid ":guilabel:`Area`: similar to a line chart but fills the area beneath the lines to emphasize magnitude, perfect for cumulative metrics over time." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Stacked area chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:667 +msgid ":guilabel:`Stacked Area`: visualizes the composition of changes over time, such as market share by product category." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:670 +msgid "Pie" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Pie chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:675 +msgid ":guilabel:`Pie`: best for showing proportions or percentages of a whole, such as market share or budget allocation." +msgstr "" + #: ../../content/applications/productivity/spreadsheet/insert.rst:0 msgid "Doughnut chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:668 -msgid ":guilabel:`Doughnut`: A variation of the pie chart with a hollow center, offering similar use cases but with a modern aesthetic." +#: ../../content/applications/productivity/spreadsheet/insert.rst:681 +msgid ":guilabel:`Doughnut`: a variation of the pie chart with a hollow center, offering similar use cases but with a modern aesthetic." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:684 +msgid "Hierarchical" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Sunburst chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:689 +msgid ":guilabel:`Sunburst`: a variation of the doughnut chart with hierarchical rings, showcasing part-to-whole relationships across multiple levels." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Treemap chart icon" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:695 +msgid ":guilabel:`Treemap`: a multi-level rectangular chart that displays hierarchical data through nested rectangles, ideal for illustrating proportions and categories." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:698 +msgid "Miscellaneous" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:0 msgid "Scatter chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:674 +#: ../../content/applications/productivity/spreadsheet/insert.rst:703 msgid ":guilabel:`Scatter`: ideal for analyzing relationships or correlations between two numerical variables, such as price vs. quantity sold." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Gauge chart icon" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:680 -msgid ":guilabel:`Gauge`: displays progress toward a goal or a single key metric, such as performance against a target." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:0 -msgid "Scorecard icon" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:686 -msgid ":guilabel:`Scorecard`: used to summarize key performance indicators (KPIs) in a compact format, such as total sales or conversion rates, and compare to a baseline or a previous value." -msgstr "" - #: ../../content/applications/productivity/spreadsheet/insert.rst:0 msgid "Waterfall chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:693 +#: ../../content/applications/productivity/spreadsheet/insert.rst:709 msgid ":guilabel:`Waterfall`: ideal for visualizing cumulative effects of sequential positive and negative values, such as profit/loss analysis." msgstr "" @@ -11860,147 +12221,267 @@ msgstr "" msgid "Population pyramid chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:699 +#: ../../content/applications/productivity/spreadsheet/insert.rst:715 msgid ":guilabel:`Population Pyramid`: a specialized chart for comparing distributions, often used in demographics, such as age and gender group analysis." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:704 -msgid ":guilabel:`Link to Odoo menu`: to add a :ref:`clickable link ` from a chart to an Odoo menu item, i.e., a specific view of a model." +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Radar chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:708 -msgid "Design" +#: ../../content/applications/productivity/spreadsheet/insert.rst:721 +msgid ":guilabel:`Radar`: displays multivariate data as a polygon on axes radiating from a center, allowing for profile comparisons across multiple variables." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:710 -msgid "Depending on the chart type, the :icon:`fa-paint-brush` :guilabel:`Design` tab has one or more sections." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:713 -msgid "The :guilabel:`General` section lets you modify the following elements:" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:715 -msgid ":guilabel:`Background color`: Add or change the background color by clicking on the color dot. Choose one of the standard colors or click the :icon:`fa-plus` icon to manually select a custom color." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:718 -msgid ":guilabel:`Chart title`: Edit the chart title, if needed. The font formatting, horizontal alignment and color of the title can be modified using the editor." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:720 -msgid ":guilabel:`Vertical axis position`: Choose whether the vertical axis is placed on the left or right in line, column, and area charts." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:722 -msgid ":guilabel:`Legend position`: Change the position of the legend or opt to have no legend." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:723 -msgid "Enable :guilabel:`Show values` to add numeric values to the data points on the chart." -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:725 -msgid "Enable :guilabel:`Show trend line` to add a trend line to line, column, and area charts." +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Filled radar chart icon" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:727 -msgid "For line, column, and area charts, the :guilabel:`Axis` section lets you add a title to one or both axes. The font formatting, horizontal alignment, and color of the title can be modified using the editor." +msgid ":guilabel:`Filled radar`: fills the area within the radar chart's polygon, emphasizing the overall magnitude of values across different attributes for comparison." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:734 -msgid "Insert clickable links" +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Geo chart icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:736 -msgid "Adding links to related or supporting information can make your report or dashboard more user-friendly and effective." +#: ../../content/applications/productivity/spreadsheet/insert.rst:733 +msgid ":guilabel:`Geo`: visualizes data on a map using color variations to represent values or categories across different geographical regions." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Funnel chart icon" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:739 -msgid "You can :ref:`insert a clickable link from any spreadsheet cell ` to:" +msgid ":guilabel:`Funnel`: visualizes data that progressively decreases over stages of a process, with the option to display cumulative data for each stage." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:742 -msgid "an Odoo menu item" -msgstr "" - -#: ../../content/applications/productivity/spreadsheet/insert.rst:743 -msgid "another sheet inside the same spreadsheet" +msgid "Other" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:744 -msgid "an external URL" +msgid "When creating a chart from spreadsheet data, rather than inserting one from a graph view, the following chart types are also available:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:747 -msgid "Clicking a link to a menu item provides the same result as navigating via the Odoo menu within an app, e.g., the menu item :guilabel:`Sales/Orders/Quotations` corresponds to the default view when navigating to :menuselection:`Sales --> Orders --> Quotations`." +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Gauge chart icon" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:750 -msgid "It is also possible to insert a clickable link to a specific view of a model in a spreadsheet starting from the view itself. However, as this method inserts each new link in a new sheet, it is more efficient to create links to specific views starting from the spreadsheet." +msgid ":guilabel:`Gauge`: displays progress toward a goal or a single key metric, such as performance against a target." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:754 -msgid "You can :ref:`insert a clickable link from any chart ` to an Odoo menu item." +#: ../../content/applications/productivity/spreadsheet/insert.rst:0 +msgid "Scorecard icon" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:760 -msgid "Insert a clickable link from a cell" +#: ../../content/applications/productivity/spreadsheet/insert.rst:756 +msgid ":guilabel:`Scorecard`: used to summarize key performance indicators (KPIs) in a compact format, such as total sales or conversion rates, and compare to a baseline or a previous value." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:762 -msgid "To insert a clickable link from a cell:" +msgid ":guilabel:`Link to Odoo menu`: to add a :ref:`clickable link ` from a chart to an Odoo menu item, i.e., a specific view of a model." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:764 -msgid "Click :menuselection:`Insert -->` :icon:`fa-link` :menuselection:`Link` from the menu bar or right-click on the cell, then click :icon:`fa-link` :guilabel:`Insert link`. Next, depending on the desired outcome, perform one of the following actions:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:766 +msgid "Design" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:768 -msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select the relevant menu item from the list or click :guilabel:`Search more` to choose from a list of all menu items. Click :guilabel:`Confirm`." +msgid "Depending on the chart type, the :icon:`fa-paint-brush` :guilabel:`Design` tab has one or more sections." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:771 -msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link sheet`, then choose the relevant sheet from the current spreadsheet." +msgid "The :guilabel:`General` section allows you to modify the following elements:" msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:773 -msgid "Under :guilabel:`Link`, type a URL." +msgid ":guilabel:`Background color`: Add or change the background color by clicking on the color dot. Choose one of the standard colors or click the :icon:`fa-plus` icon to manually select a custom color." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:775 -msgid "Enter or edit the label for the link in the :guilabel:`Text` field." +#: ../../content/applications/productivity/spreadsheet/insert.rst:776 +msgid ":guilabel:`Chart title`: Edit the chart title, if needed. The font formatting, horizontal alignment, font size, and color of the title can be modified using the editor." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:781 -msgid "Insert a clickable link from a chart" +#: ../../content/applications/productivity/spreadsheet/insert.rst:778 +msgid ":guilabel:`Legend position`: Change the position of the legend or opt to have no legend." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:783 -msgid "To insert a clickable link from a chart to an Odoo menu item:" +#: ../../content/applications/productivity/spreadsheet/insert.rst:779 +msgid "Enable :guilabel:`Show values` to add numeric values to the data points on the chart." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:785 -msgid "Hover over the top right of the chart's box, then click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :icon:`fa-pencil-square-o` :guilabel:`Edit`. The chart properties appear at the right of the screen." +#: ../../content/applications/productivity/spreadsheet/insert.rst:782 +msgid "The :guilabel:`Data Series` section allows you to modify the following elements:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:784 +msgid ":guilabel:`Series color`: With the relevant data series selected, change the color of the related data points on the chart by clicking on the color dot circle. Choose one of the standard colors or click the :icon:`fa-plus` icon to manually select a custom color." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:787 +msgid ":guilabel:`Series name`: Edit the name of a data series, if needed." msgstr "" #: ../../content/applications/productivity/spreadsheet/insert.rst:788 -msgid "At the bottom of the :icon:`fa-sliders` :guilabel:`Configuration` tab of the chart properties pane, click under :guilabel:`Link to Odoo menu`, then select a menu." +msgid ":guilabel:`Serie type`: For each data series of a :guilabel:`Combo` chart, determine whether the series is shown as a :guilabel:`Bar` or :guilabel:`Line`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:791 +#: ../../content/applications/productivity/spreadsheet/insert.rst:790 +msgid ":guilabel:`Vertical axis`: For the selected data series of a :guilabel:`Line`, :guilabel:`Area`, or :guilabel:`Column` chart, select whether it should be displayed on the :guilabel:`Left` (primary) or :guilabel:`Right` (secondary) vertical axis." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:793 +msgid ":guilabel:`Trend line`: With the relevant data series selected, enable :guilabel:`Show trend line` then select the type of trend line from the dropdown; the options are :guilabel:`Linear`, :guilabel:`Exponential`, :guilabel:`Polynomial`, :guilabel:`Logarithmic`, and :guilabel:`Trailing moving average`. The color of the trend line can be changed by clicking on the color circle." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:798 +msgid "The :guilabel:`Axes` section allows you add a title to one or both axes of a chart. The font formatting, horizontal alignment, font size, and color of the title can be modified using the editor." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:802 +msgid "Waterfall charts have a dedicated :guilabel:`Waterfall design` section." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:805 +msgid "Manage an inserted chart" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:807 +msgid "After a chart from an Odoo database has been inserted into an Odoo spreadsheet, you can:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:809 +msgid "move the chart within the same sheet by selecting it, then dragging the chart to the desired position" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:811 +msgid "resize the chart by selecting it, then clicking and dragging the blue markers until the chart is the desired size" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:813 +msgid "hover over the chart, then click the :icon:`fa-bars` :guilabel:`(menu)` icon to reveal the following options:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:816 +msgid ":icon:`fa-clipboard` :guilabel:`Copy` or :icon:`os-cut` :guilabel:`Cut`: to copy or cut a chart with the intention of pasting it *within the same spreadsheet*, click the relevant icon or use the relevant keyboard shortcut. Paste the chart in the desired location by clicking :menuselection:`Edit -->` :icon:`os-paste` :menuselection:`Paste` from the menu bar or use the relevant keyboard shortcut." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:823 +msgid "Copying/cutting and pasting a chart in this way maintains the link between the chart and your database. The data in the pasted chart remains up-to-date, and clicking on a data point opens the related list view in the database." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:827 +msgid ":guilabel:`Copy as image`: to copy an image of a chart to your clipboard with the intention of pasting it *in any location within or outside your spreadsheet*, click :guilabel:`Copy as image`. Paste the image in the desired location using the paste function of the destination program or the relevant keyboard shortcut." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:833 +msgid "Copying and pasting a static image of a chart implies there is no longer any link between the chart and your database." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:836 +msgid ":icon:`fa-trash-o` :guilabel:`Delete`: delete a chart and its underlying :ref:`data source ` by clicking :icon:`fa-trash-o` :guilabel:`Delete`. Alternatively, use your preferred keyboard command to delete a chart and its data source." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:843 +msgid "Insert clickable links" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:845 +msgid "Adding links to related or supporting information can make your report or dashboard more user-friendly and effective." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:848 +msgid "You can :ref:`insert a clickable link from any spreadsheet cell ` to:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:851 +msgid "an Odoo menu item" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:852 +msgid "another sheet inside the same spreadsheet" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:853 +msgid "an external URL" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:855 +msgid "You can :ref:`insert a clickable link from any chart ` to an Odoo menu item." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:859 +msgid "Clicking a link to a menu item provides the same result as navigating via the Odoo menu within an app, e.g., the menu item :guilabel:`Sales/Orders/Quotations` corresponds to the default view when navigating to :menuselection:`Sales --> Orders --> Quotations`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:862 +msgid "It is also possible to insert a clickable link to a specific view of a model in a spreadsheet starting from the view itself. However, as this method inserts each new link in a new sheet, it is more efficient to create links to specific views starting from the spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:867 +msgid "Use the middle mouse button or `Ctrl` + left-click (Microsoft/Linux), or `Command` + left-click (Mac OS) to open clickable links in a new browser tab." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:873 +msgid "Insert a clickable link from a cell" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:875 +msgid "To insert a clickable link from a cell:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:877 +msgid "Click :menuselection:`Insert -->` :icon:`fa-link` :menuselection:`Link` from the menu bar or right-click on the cell, then click :icon:`fa-link` :guilabel:`Insert link`. Next, depending on the desired outcome, perform one of the following actions:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:881 +msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select the relevant menu item from the list or click :guilabel:`Search more` to choose from a list of all menu items. Click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:884 +msgid "Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link sheet`, then choose the relevant sheet from the current spreadsheet." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:886 +msgid "Under :guilabel:`Link`, type a URL." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:888 +msgid "Enter or edit the label for the link in the :guilabel:`Text` field." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:894 +msgid "Insert a clickable link from a chart" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:896 +msgid "To insert a clickable link from a chart to an Odoo menu item:" +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:898 +msgid "Hover over the top right of the chart's box, then click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :icon:`fa-pencil-square-o` :guilabel:`Edit`. The chart properties appear at the right of the screen." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:901 +msgid "At the bottom of the :icon:`fa-sliders` :guilabel:`Configuration` tab of the chart properties panel, click under :guilabel:`Link to Odoo menu`, then select a menu." +msgstr "" + +#: ../../content/applications/productivity/spreadsheet/insert.rst:904 msgid "Hover over the top right of the chart's box to see that a new :icon:`fa-external-link` :guilabel:`(external link)` icon has been added." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:797 +#: ../../content/applications/productivity/spreadsheet/insert.rst:910 msgid "Insert financial data" msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:799 +#: ../../content/applications/productivity/spreadsheet/insert.rst:912 msgid "When building reports and dashboards, it may be useful to include certain accounting-related data, such as account IDs, credits and debits for specific accounts, and dates of the start and end of the tax year." msgstr "" -#: ../../content/applications/productivity/spreadsheet/insert.rst:803 +#: ../../content/applications/productivity/spreadsheet/insert.rst:916 msgid ":ref:`Odoo-specific spreadsheet functions ` allow you to retrieve such accounting data from your database and insert it into a spreadsheet." msgstr "" @@ -12017,61 +12498,57 @@ msgid "Create a template" msgstr "" #: ../../content/applications/productivity/spreadsheet/templates.rst:17 -msgid "Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one `. From the menu bar, click :menuselection:`File --> Save as template`. Modify the default :guilabel:`Template Name` if needed and click :guilabel:`Confirm`." +msgid "Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one `. From the menu bar, click :menuselection:`File -->` :icon:`os-save` :menuselection:`Save as template`. Modify the default :guilabel:`Template Name` if needed and click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:22 +#: ../../content/applications/productivity/spreadsheet/templates.rst:23 msgid "Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit the template `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:26 +#: ../../content/applications/productivity/spreadsheet/templates.rst:27 msgid "You can also create a template by :ref:`making a copy of an existing template and editing it `." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:32 +#: ../../content/applications/productivity/spreadsheet/templates.rst:33 msgid "Use templates" msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:34 +#: ../../content/applications/productivity/spreadsheet/templates.rst:35 msgid "To create a new spreadsheet using a template, open the Documents app and click :menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:37 +#: ../../content/applications/productivity/spreadsheet/templates.rst:38 msgid "Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then, on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:41 +#: ../../content/applications/productivity/spreadsheet/templates.rst:42 msgid "By default, the new spreadsheet inherits the name of the template, which is shown at the top of the screen. To rename the spreadsheet, click the name and edit it." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:47 +#: ../../content/applications/productivity/spreadsheet/templates.rst:48 msgid "Manage and edit templates" msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:49 +#: ../../content/applications/productivity/spreadsheet/templates.rst:50 msgid "Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`. Remove the :guilabel:`My Templates` :ref:`filter ` to view all templates in the database." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:53 +#: ../../content/applications/productivity/spreadsheet/templates.rst:54 msgid "Various actions are possible:" msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:55 +#: ../../content/applications/productivity/spreadsheet/templates.rst:56 msgid "Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to edit it." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:59 +#: ../../content/applications/productivity/spreadsheet/templates.rst:60 msgid "Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil` :guilabel:`Edit`, then making the required changes. Modifications are automatically saved." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:63 +#: ../../content/applications/productivity/spreadsheet/templates.rst:64 msgid "Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog` :guilabel:`Actions`, then :guilabel:`Delete`." msgstr "" -#: ../../content/applications/productivity/spreadsheet/templates.rst:67 -msgid "Use the download button under the :guilabel:`Spreadsheet file` column to export a template in JSON format. The file can be imported into another database." -msgstr "" - #: ../../content/applications/productivity/to_do.rst:3 msgid "To-do" msgstr "" @@ -12318,18 +12795,22 @@ msgid "To configure Axivox in Odoo, go to the :menuselection:`Apps` application, msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:22 -msgid "Next, go to :menuselection:`Settings app --> General Settings --> Integrations section`, and fill out the :guilabel:`VoIP` field:" +msgid "Next, go to :menuselection:`Settings app --> General Settings --> Integrations section --> VoIP`. Click :guilabel:`Manage Providers`, then :guilabel:`New`. Fill in the following information:" msgstr "" #: ../../content/applications/productivity/voip/axivox/axivox_config.rst:25 -msgid ":guilabel:`OnSIP Domain`: set the domain created by Axivox for the account (e.g., `yourcompany.axivox.com`)" +msgid ":guilabel:`Name`: type `Axivox`" msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:27 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:26 msgid ":guilabel:`WebSocket`: type in `wss://pabx.axivox.com:3443`" msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:28 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:27 +msgid ":guilabel:`OnSIP Domain`: set the domain created by Axivox for the account (e.g., `yourcompany.axivox.com`)" +msgstr "" + +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:29 msgid ":guilabel:`VoIP Environment`: set as :guilabel:`Production`" msgstr "" @@ -12337,47 +12818,47 @@ msgstr "" msgid "Integration of Axivox as VoIP provider in an Odoo database." msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:35 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:36 msgid "Access the domain on the Axivox administrative panel by navigating to `https://manage.axivox.com/ `_. After logging into the portal, go to :menuselection:`Users --> Edit (next to any user) --> SIP Identifiers tab --> Domain`." msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:40 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:41 msgid "Configure VoIP user in Odoo" msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:42 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:43 msgid "Next, the user is configured in Odoo, which **must** take place for every Axivox/Odoo user using VoIP." msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:45 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:46 msgid "In Odoo, go to :menuselection:`Settings app --> Users & Companies --> Users`, then open the desired user's form to configure :abbr:`VoIP (Voice over Internet Protocol)`. Under the :guilabel:`Preferences` tab, fill out the :guilabel:`VOIP Configuration` section:" msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:49 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:50 msgid ":guilabel:`VoIP username` / :guilabel:`Extension number`: (Axivox) :guilabel:`SIP username`" msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:50 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:51 msgid ":guilabel:`OnSip Auth Username`: (Axivox) :guilabel:`SIP username`" msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:51 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:52 msgid ":guilabel:`VoIP Secret`: (Axivox) :guilabel:`SIP Password`" msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:52 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:53 msgid ":guilabel:`Call from another device`: option to always transfer phone calls to handset" msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:53 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:54 msgid ":guilabel:`External device number`: SIP external phone extension" msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:54 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:55 msgid ":guilabel:`Reject incoming calls`: option to reject all incoming calls" msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:55 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:56 msgid ":guilabel:`How to place calls on mobile`: method to make calls on a mobile device" msgstr "" @@ -12385,7 +12866,7 @@ msgstr "" msgid "Integration of Axivox user in the Odoo user preference." msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:62 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:63 msgid "Access the domain on the Axivox administrative panel by navigating to `https://manage.axivox.com/ `_. After logging into the portal, go to :menuselection:`Users --> Edit (next to the user) --> SIP Identifiers tab --> SIP username / SIP password`." msgstr "" @@ -12393,7 +12874,7 @@ msgstr "" msgid "SIP credentials in the Axivox manager." msgstr "" -#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:71 +#: ../../content/applications/productivity/voip/axivox/axivox_config.rst:72 msgid "When entering the :guilabel:`SIP Password` into the user's :guilabel:`Preferences` tab, this value **must** be typed out manually and **not** pasted in. Pasting in causes a `401 server rejection error`." msgstr "" @@ -14754,6 +15235,122 @@ msgstr "" msgid "See `Linphone's wiki-documentation page `_." msgstr "" +#: ../../content/applications/productivity/voip/didww.rst:3 +msgid "VoIP services in Odoo with DIDWW" +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:5 +msgid "*DIDWW* is a global *VoIP* and SIP trunking provider. An active account with DIDWW is required to use this service." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:8 +msgid "Before creating an account with DIDWW, make sure that the company's location and the applicable regions are supported by DIDWW's services." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:12 +msgid "DIDWW setup" +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:14 +msgid "After verifying country coverage and availability, create an account with `DIDWW `_. Then navigate to the `DIDWW Dashboard `_." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:18 +msgid "To transfer existing numbers from an existing telephone network service provider, follow the steps outlined on the `DIDWW website `_." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:22 +msgid "Purchase new numbers" +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:24 +msgid "To puchase new phone numbers, click :guilabel:`Buy Numbers` in the dashboard, then follow the instructions to complete the purchase." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:27 +msgid "When buying a new number, it **must** support both inbound calls and Local CLI." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:-1 +msgid "The purchase dashboard in DIDWW." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:33 +msgid "Enable phone.systems" +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:35 +msgid "Next, click :guilabel:`Cloud Phone System` in the dashboard sidebar. Then, click :guilabel:`Launch admin UI`." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:39 +msgid "The *phone.systems PBX* feature is an extra paid service in DIDWW, and may require additional fees." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:42 +msgid "To create a new user, click :guilabel:`Users`, click the plus sign, then enter the necessary information." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:-1 +msgid "The add a new user screen in DIDWW." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:48 +msgid "Click :guilabel:`Contact Methods`, then click the plus sign to add a new *SIP Device Route*." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:50 +msgid "Configure or add the following parameters:" +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:52 +msgid ":guilabel:`Allowed Codecs`: `OPUS`, `PCMU`, `PCMA`, `telephone-event`, `g722`, `g729`." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:53 +msgid ":guilabel:`Allowed media types`: `SRTP-DTLS`" +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:54 +msgid ":guilabel:`Default media type`: `SRTP-DTLS`" +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:55 +msgid ":guilabel:`Transport protocol`: `UDP`, `TCP`, `WSS`, `TLS`" +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:-1 +msgid "The settings for a new contact method in DIDWW." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:61 +msgid "If no phone number available from drop-down selection in *Inbound and Outbound DID/Caller ID* selection, the :guilabel:`Inbound voice trunk` needs to be modified. Navigate to the dashboard, then click :guilabel:`My Numbers`. Scroll to :guilabel:`Configuration`. In the :guilabel:`Inbound voice trunk` field, select :guilabel:`phone.systems`." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:67 +msgid "Odoo setup" +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:69 +msgid "In *Odoo*, navigate to :menuselection:`Settings app --> Integrations --> VoIP --> Manage Providers`. Click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:72 +msgid "Enter the name, `DIDWW`, then update the :guilabel:`WebSocket` field with `wss://sip.phone.systems`. Under :guilabel:`PBX Server IP`, enter `sip.phone.systems`." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:-1 +msgid "The VoIP providers page in Odoo." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:78 +msgid "To configure a user's VoIP provider, click the user avatar icon in the top-right corner of the database, and then choose :guilabel:`My Preferences` from the sub-menu. Then click into the :guilabel:`VoIP` tab, and under the :guilabel:`Voip Provider` field, select :guilabel:`DIDWW`. Finally, enter the :guilabel:`Voip Username` and :guilabel:`Voip Secret`, then save." +msgstr "" + +#: ../../content/applications/productivity/voip/didww.rst:-1 +msgid "DIDWW provider, username, and secret credentials entered." +msgstr "" + #: ../../content/applications/productivity/voip/onsip.rst:3 msgid "Use VoIP services in Odoo with OnSIP" msgstr "" @@ -15529,7 +16126,7 @@ msgid "`Magic Sheet - WhatsApp configuration [PDF] Configuration --> WhatsApp Business Accounts`." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:472 +#: ../../content/applications/productivity/whatsapp.rst:473 msgid "Go live with the Meta app" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:474 +#: ../../content/applications/productivity/whatsapp.rst:475 msgid "Finally, to launch the app, the Meta app must be set to :guilabel:`Live` in the Meta developer console. Navigate to ``_ and click on the app that is being configured. In the top menu, toggle the :guilabel:`App Mode` field from :guilabel:`Development` to :guilabel:`Live`." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:480 +#: ../../content/applications/productivity/whatsapp.rst:481 msgid "If the app status is not set to *live*, then the database will only be able to contact the test numbers specified in the developer console." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:484 +#: ../../content/applications/productivity/whatsapp.rst:485 msgid "A privacy policy URL must be set in order for the app to be set to live. Go to the Meta developer console, ``_ and select the app that Odoo is being configured in. Then, using the menu on the left side of the screen, go to :menuselection:`App Settings --> Basic`. Then, enter the privacy policy hyperlink address under the :guilabel:`Privacy Policy URL` field of the form. Click :guilabel:`Save changes` to apply the privacy policy to the app." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:491 +#: ../../content/applications/productivity/whatsapp.rst:492 msgid "Once the app has gone live in the Meta developer console, a confirmation email is sent to the administrator." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:497 +#: ../../content/applications/productivity/whatsapp.rst:498 msgid "WhatsApp templates" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:499 +#: ../../content/applications/productivity/whatsapp.rst:500 msgid "WhatsApp templates are saved messages that are used repeatedly to send messages from the database. They allow users to send quality communications, without having to compose the same text repeatedly." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:502 +#: ../../content/applications/productivity/whatsapp.rst:503 msgid "Creating different templates that are tailored to specific situations lets users choose the right message for the right audience. This increases the quality of the message and the overall engagement rate with the customer." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:506 +#: ../../content/applications/productivity/whatsapp.rst:507 msgid "WhatsApp templates can be created on both the Odoo and Meta consoles. The following process will overview the process for creating templates in Odoo and then afterward in Meta." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:510 +#: ../../content/applications/productivity/whatsapp.rst:511 msgid "WhatsApp has an approval process that must be completed before the template can be used. :ref:`productivity/whatsapp/approval`." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:516 +#: ../../content/applications/productivity/whatsapp.rst:517 msgid "Creating templates in Odoo" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:518 +#: ../../content/applications/productivity/whatsapp.rst:519 msgid "To access and create WhatsApp templates, begin by navigating to the :menuselection:`WhatsApp app --> Templates` dashboard." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:521 +#: ../../content/applications/productivity/whatsapp.rst:522 msgid "At the bottom of an individual template's form, there are three tabs: :guilabel:`Body`, :guilabel:`Buttons`, and :guilabel:`Variables`; these three tabs combined create the WhatsApp template." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:525 +#: ../../content/applications/productivity/whatsapp.rst:526 msgid "The text is entered into the :guilabel:`Body` tab, and dynamic content that is called out in the :guilabel:`Body` tab is specified in the :guilabel:`Variables` tab. Every piece of dynamic content (e.g., placeholders) in the message (body) is specifically called out and specified in the :guilabel:`Variables` tab." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:530 +#: ../../content/applications/productivity/whatsapp.rst:531 msgid "Templates are prefabricated layouts that allow users to send professional looking messages to customers. These templates are capable of containing dynamic data that will populate in the end message using variables that are set in the template configuration. For example, messages can contain the end user's name, call out specific products, or reference a sales order, to name a few convenient and impactful variables." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:536 +#: ../../content/applications/productivity/whatsapp.rst:537 msgid "To create a WhatsApp template, go to the :menuselection:`WhatsApp app --> Templates` dashboard and click :guilabel:`New`. On the form, enter a :guilabel:`Name` for the template, and select a :guilabel:`Language`." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:541 +#: ../../content/applications/productivity/whatsapp.rst:542 msgid "In order to complete this next task, administrator access rights are needed to edit the :guilabel:`Applies to` field. See this :doc:`access rights documentation <../general/users/access_rights>` for more information." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:545 +#: ../../content/applications/productivity/whatsapp.rst:546 msgid "In the :guilabel:`Account` drop-down menu, select the *WhatsApp business account* in Odoo that this template should link to. Next, under the :guilabel:`Applies to` field select the *model* the server action will apply to for this template." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:550 -msgid "These models can also be accessed in :ref:`developer mode `. On a contact form (or similar relevant form in Odoo), navigate to the model that is referenced, and hover over any field name. A box of backend information will reveal itself with the specific Odoo :guilabel:`Model` name in the backend. Search (using the front-end name) for this model in the :guilabel:`Applies to` drop-down menu in the WhatsApp template." +#: ../../content/applications/productivity/whatsapp.rst:551 +msgid "These models can also be accessed in :ref:`developer mode `. On a contact form (or similar relevant form in Odoo), navigate to the model that is referenced, and hover over any field name. The backend information box displays the Odoo :guilabel:`Model` name. Search (using the front-end name) for this model in the :guilabel:`Applies to` drop-down menu in the WhatsApp template." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:557 +#: ../../content/applications/productivity/whatsapp.rst:558 msgid "Often when changing the model or :guilabel:`Applies to` field, the :guilabel:`Phone Field` may produce an error The :guilabel:`Phone Field` should always be set to the `Phone` or `Mobile` model." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:561 +#: ../../content/applications/productivity/whatsapp.rst:562 msgid "To search available fields, type in the front-end name in the search box. This finds a result from all of the available fields for the model (:guilabel:`Applies to`) that the template is created for." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:565 +#: ../../content/applications/productivity/whatsapp.rst:566 msgid "In order to find specific fields, multiple levels may need to be navigated in the search results box. Use the :guilabel:`> (right chevron)` and :guilabel:`⬅️ (left arrow)` icons to navigate between the menu levels." msgstr "" @@ -16129,83 +16730,83 @@ msgstr "" msgid "Searching for the phone field in the search bar." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:572 +#: ../../content/applications/productivity/whatsapp.rst:573 msgid "Change the :guilabel:`Category` to fit either a :guilabel:`Marketing`, :guilabel:`Utility`, or :guilabel:`Authentication` category. In most instances the first two options are used, unless the user would like to send a password reset or something security related. Set to :guilabel:`Marketing` should there be anything promotional being sent and set to :guilabel:`Utility` should there be general transactional messages being sent (i.e., sales order, event ticket, etc)." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:579 +#: ../../content/applications/productivity/whatsapp.rst:580 msgid "Specifying an incorrect category can cause a flag/rejected status from Meta during the approval process." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:582 +#: ../../content/applications/productivity/whatsapp.rst:583 msgid "Add any :guilabel:`Users` that are allowed to use this template. In the right-side column, a :guilabel:`Header type` can be configured along with a :guilabel:`Header message`, as well." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:585 +#: ../../content/applications/productivity/whatsapp.rst:586 msgid "The available :guilabel:`Header types` are as follows:" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:588 +#: ../../content/applications/productivity/whatsapp.rst:589 msgid "Image" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:589 +#: ../../content/applications/productivity/whatsapp.rst:590 msgid "Video" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:590 +#: ../../content/applications/productivity/whatsapp.rst:591 msgid "Document" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:591 +#: ../../content/applications/productivity/whatsapp.rst:592 msgid "Location (variables need to be set)" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:593 +#: ../../content/applications/productivity/whatsapp.rst:594 msgid "Navigate to the :guilabel:`Body` tab to configure the main message of the template." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:595 +#: ../../content/applications/productivity/whatsapp.rst:596 msgid "When all the necessary changes are made to the template, click on the :guilabel:`Submit for approval` button in the upper-left corner. This will cause the status of the template to change to :guilabel:`Pending`." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:599 +#: ../../content/applications/productivity/whatsapp.rst:600 msgid "The status will remain in :guilabel:`Pending` until a decision has been made by Meta, whereby a confirmation email will then be sent indicating that the template has been approved (or rejected). The templates will then need to be synced from the Odoo database." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:603 +#: ../../content/applications/productivity/whatsapp.rst:604 msgid "See this section for more information on :ref:`syncing templates `." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:606 +#: ../../content/applications/productivity/whatsapp.rst:607 msgid "Consider the preconfigured demo data templates available in Odoo to use or modify. These templates can be used as-is or modified to suit a specific business need." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:609 +#: ../../content/applications/productivity/whatsapp.rst:610 msgid "To use these templates, navigate to :menuselection:`WhatsApp app --> Templates` and select a preconfigured template. Click :guilabel:`Submit for Approval` to start the approval process. An email gets sent to the administrator of the Meta account when the template has been approved." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:614 +#: ../../content/applications/productivity/whatsapp.rst:615 msgid "Buttons" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:616 +#: ../../content/applications/productivity/whatsapp.rst:617 msgid "Buttons can be added into the message from the :guilabel:`Buttons` tab. Enter the :guilabel:`Type` (either :guilabel:`Visit Website`, :guilabel:`Call Number`, or :guilabel:`Quick Reply`), and then specify the :guilabel:`Button Text`, :guilabel:`Call Number` or :guilabel:`Website URL` (including :guilabel:`Url Type`), depending on the :guilabel:`Type` of button." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:622 +#: ../../content/applications/productivity/whatsapp.rst:623 msgid "Buttons can also be added on the Meta business console. See Meta's WhatsApp template dashboard by navigating to ``_. Then go to :menuselection:`Account tools --> Message templates`." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:627 +#: ../../content/applications/productivity/whatsapp.rst:628 msgid "Using placeholders and variables" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:629 +#: ../../content/applications/productivity/whatsapp.rst:630 msgid "Dynamic variables reference certain fields within the Odoo database to produce unique data in the WhatsApp message when using a template. Dynamic variables are encoded to display fields from within the database, referencing fields from within a model." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:634 +#: ../../content/applications/productivity/whatsapp.rst:635 msgid "Many companies like to customize their WhatsApp messages with a personalized piece of customer information to grab attention. This can be accomplished in Odoo by referencing a field within a model by setting a dynamic variable. For example, a customer's name can be referenced in the email from the :guilabel:`Customer` field on the :guilabel:`Sales Order` model." msgstr "" @@ -16213,15 +16814,15 @@ msgstr "" msgid "WhatsApp message with dynamic variables highlighted." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:642 +#: ../../content/applications/productivity/whatsapp.rst:643 msgid "Dynamic variables can be added in to the :guilabel:`Body` by adding :guilabel:`placeholders` in the *text*. To add a placeholder in the *message body* enter the following text `{{1}}`. For the second placeholder enter `{{2}}` and increase incrementally as more placeholders are added to the text." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:647 +#: ../../content/applications/productivity/whatsapp.rst:648 msgid "*The following is the text from payment receipt template body:*" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:649 +#: ../../content/applications/productivity/whatsapp.rst:650 msgid "Dear {{1}}," msgstr "" @@ -16233,151 +16834,151 @@ msgstr "" msgid "To review your invoice or pay online: {{6}}" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:654 +#: ../../content/applications/productivity/whatsapp.rst:655 msgid "Thank you" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:657 +#: ../../content/applications/productivity/whatsapp.rst:658 msgid ":ref:`productivity/whatsapp/templates`." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:659 +#: ../../content/applications/productivity/whatsapp.rst:660 msgid "These placeholders must be configured on the :guilabel:`Variables` tab of the template before submitting for approval from Meta. To edit the dynamic variables on a template, first change the :guilabel:`Type` to :guilabel:`Field of Model`. This allows Odoo to reference a field within a model to produce unique data in the message being sent." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:664 +#: ../../content/applications/productivity/whatsapp.rst:665 msgid "Next, edit the :guilabel:`Field` of the dynamic variables. The :guilabel:`Applies to` field in the template should be edited prior to ensure the correct model and field are referenced." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:667 +#: ../../content/applications/productivity/whatsapp.rst:668 msgid "To search the available fields, type in the front-end name of the field in the search box. This will find a result from all of the available fields for the model (:guilabel:`Applies to`) that the template is created for. There may be multiple levels that need to be configured." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:672 +#: ../../content/applications/productivity/whatsapp.rst:673 msgid "The following is an example of the variables set for the above placeholders in the payment receipt noted above:" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:680 +#: ../../content/applications/productivity/whatsapp.rst:681 msgid "Sample Value" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:681 +#: ../../content/applications/productivity/whatsapp.rst:682 msgid "Type" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:682 +#: ../../content/applications/productivity/whatsapp.rst:683 msgid "Field" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:683 +#: ../../content/applications/productivity/whatsapp.rst:684 msgid "body - {{1}}" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:684 +#: ../../content/applications/productivity/whatsapp.rst:685 msgid "Azure Interior" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:685 -#: ../../content/applications/productivity/whatsapp.rst:689 -#: ../../content/applications/productivity/whatsapp.rst:693 -#: ../../content/applications/productivity/whatsapp.rst:697 -#: ../../content/applications/productivity/whatsapp.rst:701 +#: ../../content/applications/productivity/whatsapp.rst:686 +#: ../../content/applications/productivity/whatsapp.rst:690 +#: ../../content/applications/productivity/whatsapp.rst:694 +#: ../../content/applications/productivity/whatsapp.rst:698 +#: ../../content/applications/productivity/whatsapp.rst:702 msgid "Field of Model" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:686 +#: ../../content/applications/productivity/whatsapp.rst:687 msgid "`Partner`" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:687 +#: ../../content/applications/productivity/whatsapp.rst:688 msgid "body - {{2}}" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:688 +#: ../../content/applications/productivity/whatsapp.rst:689 msgid "INV/2022/00001" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:690 +#: ../../content/applications/productivity/whatsapp.rst:691 msgid "`Number`" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:691 +#: ../../content/applications/productivity/whatsapp.rst:692 msgid "body - {{3}}" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:692 +#: ../../content/applications/productivity/whatsapp.rst:693 msgid "My Company" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:694 +#: ../../content/applications/productivity/whatsapp.rst:695 msgid "`Company`" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:695 +#: ../../content/applications/productivity/whatsapp.rst:696 msgid "body - {{4}}" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:696 +#: ../../content/applications/productivity/whatsapp.rst:697 msgid "$" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:698 +#: ../../content/applications/productivity/whatsapp.rst:699 msgid "`Currency > Symbol`" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:699 +#: ../../content/applications/productivity/whatsapp.rst:700 msgid "body - {{5}}" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:700 +#: ../../content/applications/productivity/whatsapp.rst:701 msgid "4000" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:702 +#: ../../content/applications/productivity/whatsapp.rst:703 msgid "`Amount`" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:703 +#: ../../content/applications/productivity/whatsapp.rst:704 msgid "body - {{6}}" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:704 +#: ../../content/applications/productivity/whatsapp.rst:705 msgid "\\https://.." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:705 +#: ../../content/applications/productivity/whatsapp.rst:706 msgid "Portal link" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:709 +#: ../../content/applications/productivity/whatsapp.rst:710 msgid "For example, in the :guilabel:`Body` tab, if the following is typed, \"Hello {{1}},\", then `{{1}}` must be set in the :guilabel:`Variables` tab. For this specific case, the message should greet the customer by name, so the `{{1}}` should be configured to populate the `{{1}}` :guilabel:`Field` with the :guilabel:`Customer` name." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:715 +#: ../../content/applications/productivity/whatsapp.rst:716 msgid "Customizing WhatsApp templates is out of the scope of Odoo Support." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:720 +#: ../../content/applications/productivity/whatsapp.rst:721 msgid "Meta template approval" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:722 +#: ../../content/applications/productivity/whatsapp.rst:723 msgid "After updating the dynamic variables on the template, the template needs to be submitted to Meta for approval again. Click :guilabel:`Submit for Approval` to start the approval process. An email will be sent to the administrator of the Meta account when the template has been approved." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:726 +#: ../../content/applications/productivity/whatsapp.rst:727 msgid "Following the approval from Meta, sync the templates again in the Odoo database. See this documentation: :ref:`productivity/whatsapp/sync`." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:730 +#: ../../content/applications/productivity/whatsapp.rst:731 msgid "To see the status to Meta's WhatsApp template dashboard by navigating to ``_. Then go to :menuselection:`Account tools --> Message templates`." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:737 +#: ../../content/applications/productivity/whatsapp.rst:738 msgid "Syncing templates" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:739 +#: ../../content/applications/productivity/whatsapp.rst:740 msgid "Templates must be synced on the Odoo database once they are approved by the Meta team. To do so, begin by navigating to :menuselection:`WhatsApp app --> Configuration --> WhatsApp Business Accounts` and select the configuration that should be synced. Under the section marked :menuselection:`Sending messages`, towards the bottom, click on :guilabel:`Sync Templates`. Meta will update the templates that are approved so that they can be utilized with various apps in the database." msgstr "" @@ -16386,19 +16987,19 @@ msgid "Syncing Meta WhatsApp templates to the Odoo database, with the 'Sync Temp "highlighted." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:750 +#: ../../content/applications/productivity/whatsapp.rst:751 msgid "A successful message in green appears in the upper-right corner with the number of templates updated." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:754 +#: ../../content/applications/productivity/whatsapp.rst:755 msgid "Templates can also be synced individually from the template itself. Navigate to the :menuselection:`WhatsApp app --> Templates` dashboard and select the template to sync. Then, click on the :guilabel:`Sync Template` button located in the top menu of the template's form." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:759 +#: ../../content/applications/productivity/whatsapp.rst:760 msgid "Creating templates in Meta" msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:761 +#: ../../content/applications/productivity/whatsapp.rst:762 msgid "First, navigate to `Meta's WhatsApp template dashboard `_, and then go to :menuselection:`Account tools --> Message templates`." msgstr "" @@ -16406,16 +17007,16 @@ msgstr "" msgid "Account tools highlighted in business manager with the manage templates link highlighted." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:768 +#: ../../content/applications/productivity/whatsapp.rst:769 msgid "To create a WhatsApp template, click on the blue :guilabel:`Create template` button, and then select the :guilabel:`Category`. The options listed include: :guilabel:`Marketing`, :guilabel:`Utility`, and :guilabel:`Authentication`. In most instances the first two options are used, unless the user would like to send a password reset or something security related." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:773 +#: ../../content/applications/productivity/whatsapp.rst:774 msgid "Enter the :guilabel:`Name` of the template and then select the :guilabel:`Language` for the template." msgstr "" -#: ../../content/applications/productivity/whatsapp.rst:777 -msgid "Multiple languages can be selected by typing the language names and selecting the other languages as needed." +#: ../../content/applications/productivity/whatsapp.rst:778 +msgid "Multiple languages can be selected." msgstr "" #: ../../content/applications/productivity/whatsapp.rst:-1 diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 5ad18e8f3..58d31c8e8 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -55,7 +55,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/configuration.rst:54 #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10 -#: ../../content/applications/sales/point_of_sale/employee_login.rst:16 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:17 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:35 #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:9 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 @@ -66,9 +66,9 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/tyro.rst:14 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:72 -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:31 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:30 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:97 #: ../../content/applications/sales/point_of_sale/preparation.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:16 @@ -76,14 +76,11 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 -#: ../../content/applications/sales/point_of_sale/restaurant.rst:22 -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:19 -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:58 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:173 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:284 #: ../../content/applications/sales/point_of_sale/self_order.rst:9 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10 #: ../../content/applications/sales/rental/manage_deposits.rst:14 #: ../../content/applications/sales/sales/commissions.rst:14 @@ -1780,7 +1777,6 @@ msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 #: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 -#: ../../content/applications/sales/members/members_analysis.rst:39 msgid "View results" msgstr "" @@ -2007,7 +2003,6 @@ msgid "Click the |pivot| to change to the pivot view, or the |list| to change to msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:99 -#: ../../content/applications/sales/members/members_analysis.rst:49 msgid "The :ref:`pivot view ` can be used to view and analyze data in a more in-depth manner. Multiple measures can be selected, and data can be viewed by month, and by opportunity stage." msgstr "" @@ -4710,190 +4705,6 @@ msgstr "" msgid ":doc:`Activities <../../../essentials/activities>`" msgstr "" -#: ../../content/applications/sales/members.rst:5 -msgid "Members" -msgstr "" - -#: ../../content/applications/sales/members.rst:7 -msgid "The *Members* application is where all operations related to memberships can be configured and managed. The *Members* app integrates with the *Sales* and *Accounting* applications to sell and invoice memberships directly to customers." -msgstr "" - -#: ../../content/applications/sales/members.rst:12 -msgid "Membership products" -msgstr "" - -#: ../../content/applications/sales/members.rst:14 -msgid "To create a new membership product, navigate to :menuselection:`Members app --> Configuration --> Membership Products`, and click :guilabel:`New` to open a blank product record." -msgstr "" - -#: ../../content/applications/sales/members.rst:17 -msgid "Complete the blank form with the necessary information, including the :guilabel:`Membership Duration`." -msgstr "" - -#: ../../content/applications/sales/members.rst:21 -msgid "Membership products require a start and end date, as they are used to determine :ref:`membership status `. Membership products can be sold *before* their active start date." -msgstr "" - -#: ../../content/applications/sales/members.rst:-1 -msgid "A new membership product in the members app." -msgstr "" - -#: ../../content/applications/sales/members.rst:29 -msgid "Membership products can be added to a sales order, and invoiced as regular products or subscriptions." -msgstr "" - -#: ../../content/applications/sales/members.rst:33 -msgid "Activate a membership" -msgstr "" - -#: ../../content/applications/sales/members.rst:35 -msgid "To activate a membership from the *Contacts* application, navigate to :menuselection:`Contacts app`, and click on a contact to open that specific contact's detail form." -msgstr "" - -#: ../../content/applications/sales/members.rst:38 -msgid "From the resulting contact form, open the :guilabel:`Membership` tab, and click :guilabel:`Buy Membership`." -msgstr "" - -#: ../../content/applications/sales/members.rst:41 -msgid "On the :guilabel:`Join Membership` pop-up window that appears, select a :guilabel:`Membership` from the drop-down menu. Then, configure a :guilabel:`Member Price`." -msgstr "" - -#: ../../content/applications/sales/members.rst:44 -msgid "Click :guilabel:`Invoice Membership` when both fields are filled in. Doing so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be confirmed and completed." -msgstr "" - -#: ../../content/applications/sales/members.rst:47 -msgid "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the :guilabel:`Membership` tab of a contact form." -msgstr "" - -#: ../../content/applications/sales/members.rst:53 -msgid "Membership status" -msgstr "" - -#: ../../content/applications/sales/members.rst:55 -msgid "The :guilabel:`Current Membership Status` is listed on the :guilabel:`Membership` tab of each contact record:" -msgstr "" - -#: ../../content/applications/sales/members.rst:58 -msgid ":guilabel:`Non Member`: a partner who has **not** applied for membership." -msgstr "" - -#: ../../content/applications/sales/members.rst:59 -msgid ":guilabel:`Cancelled Member`: a member who has cancelled their membership." -msgstr "" - -#: ../../content/applications/sales/members.rst:60 -msgid ":guilabel:`Old Member`: a member whose membership end date has passed." -msgstr "" - -#: ../../content/applications/sales/members.rst:61 -msgid ":guilabel:`Waiting Member`: a member who has applied for membership, but whose invoice has not yet been created." -msgstr "" - -#: ../../content/applications/sales/members.rst:63 -msgid ":guilabel:`Invoiced Member`: a member whose invoice has been created, but has not been paid." -msgstr "" - -#: ../../content/applications/sales/members.rst:64 -msgid ":guilabel:`Paid Member`: a member who has paid the membership fee." -msgstr "" - -#: ../../content/applications/sales/members.rst:67 -msgid "Publish members directory" -msgstr "" - -#: ../../content/applications/sales/members.rst:69 -msgid "To publish a list of active members on the website, the *Online Members Directory* application must first be :ref:`installed `. After installing the module, add the `/members` page to the website's menu by :doc:`editing the website menu <../websites/website/pages/header_footer>`." -msgstr "" - -#: ../../content/applications/sales/members.rst:-1 -msgid "The Online Members directory module in Odoo." -msgstr "" - -#: ../../content/applications/sales/members.rst:78 -msgid "Publish individual members" -msgstr "" - -#: ../../content/applications/sales/members.rst:80 -msgid "Return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member. From the resulting customer form that appears, click the :guilabel:`Go to Website` smart button at the top of the page to open the member's webpage." -msgstr "" - -#: ../../content/applications/sales/members.rst:84 -msgid "Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of editing tools. After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position." -msgstr "" - -#: ../../content/applications/sales/members.rst:88 -msgid "Repeat these steps for all desired members." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:3 -msgid "Members analysis" -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:9 -msgid "The *Members Analysis* report provides a detailed overview of all memberships sold and managed within the *Members* application." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:12 -msgid "To access the *Memberships Analysis* report, navigate to :menuselection:`Members app --> Reporting`." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:15 -msgid "Navigate the report" -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:17 -msgid "The default *Members Analysis* report displays a bar chart, measuring the :guilabel:`Quantity` of memberships against the amount of :guilabel:`Revenue Done`. The data is grouped by the assigned salesperson, then by the month the membership begins." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:-1 -msgid "A sample of the members analysis report." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:25 -msgid "Additional :ref:`Group By ` options include the following:" -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:27 -msgid ":guilabel:`Salesperson`: the internal user in charge of the contact. This information is managed in the *Salesperson* field on the *Sales & Purchase* tab on the contact's record." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:29 -msgid ":guilabel:`Associated Partner`: the contact listed as the *Associated Member* on the *Membership* tab on the contact's record." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:31 -msgid ":guilabel:`Membership Product`: the type of membership assigned to a contact. This includes both purchased memberships and free memberships." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:33 -msgid ":guilabel:`Current Membership State`: the status of the membership." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:34 -msgid ":guilabel:`Company`: the company the membership is purchased through. This option only appears in multi-company databases." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:36 -msgid ":guilabel:`Month`: the month the membership began." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:41 -msgid "Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph view. Then, click the corresponding icon at the top of the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:46 -msgid "Click the |pivot| to change to the pivot view." -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:54 -msgid ":ref:`search/custom-filters`" -msgstr "" - -#: ../../content/applications/sales/members/members_analysis.rst:55 -msgid ":ref:`search/favorites`" -msgstr "" - #: ../../content/applications/sales/point_of_sale.rst:6 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:77 msgid "Point of Sale" @@ -5008,7 +4819,7 @@ msgid ":ref:`Start a session ` from the **POS dashboard**." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:105 -msgid "Click :guilabel:`Actions`, then :icon:`fa-undo` :guilabel:`Refund`, and select the corresponding order." +msgid "Click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon, then :icon:`fa-undo` :guilabel:`Refund`, and select the corresponding order." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:107 @@ -5028,7 +4839,7 @@ msgid "Click :guilabel:`New Order` to proceed to the next customer." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:113 -msgid "To filter the **orders list** by :guilabel:`Order number`, :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`, enter a value in the search bar and choose the relevant filter from the dropdown menu." +msgid "To filter the **orders list** by :guilabel:`Reference`, :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`, enter a value in the search bar and choose the relevant filter from the dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:116 @@ -5370,7 +5181,7 @@ msgid "To use an ePos printer in Point of Sale:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14 -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:36 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:102 msgid ":ref:`Access the POS settings `." msgstr "" @@ -5924,73 +5735,73 @@ msgid "Printer" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:20 -msgid "Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` port or to the network, and power it on. Refer to :doc:`../restaurant/kitchen_printing`." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:22 -msgid "Cash drawer" +msgid "Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` port or to the network, and power it on. Refer to :ref:`Order printing `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:23 -msgid "The cash drawer should be connected to the printer with an RJ25 cable." +msgid "Cash drawer" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:24 -msgid "Barcode scanner" +msgid "The cash drawer should be connected to the printer with an RJ25 cable." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:25 +msgid "Barcode scanner" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:26 msgid "The barcode scanner must end barcodes with an `ENTER` character (keycode 28) in order for the barcode scanner to be compatible. This is most likely the barcode scanner's default configuration." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:28 -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:14 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:29 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:80 msgid "Scale" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:29 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:30 msgid "Connect the scale and power it on. Refer to :doc:`/applications/general/iot/devices/scale`." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:30 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:31 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:14 #: ../../content/applications/sales/point_of_sale/preparation.rst:100 -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 msgid "Customer display" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:31 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:32 msgid "Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the :abbr:`PoS (Point of Sale)` order. Refer to :doc:`/applications/general/iot/devices/screen`." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:33 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:34 msgid "Payment terminal" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:34 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:35 msgid "The connection process depends on the terminal. Refer to the :doc:`payment terminals documentation `." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:37 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:38 msgid ":doc:`Connect the IoT system to your Odoo database `." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:38 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:39 msgid ":ref:`Access the POS settings ` and select your POS, or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Scroll down to the :guilabel:`Connected Devices` section, enable :guilabel:`IoT Box`, then select the devices to be used for the POS. Click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:44 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:45 msgid "Click :guilabel:`IoT Devices` to access the list of :doc:`/applications/general/iot/devices` for your POS and view their connection status. Click a card to access the device's form." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:48 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:49 msgid "`List of supported hardware `_." msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:49 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:50 msgid ":doc:`IoT documentation `" msgstr "" -#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:54 +#: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:55 msgid "Setup example" msgstr "" @@ -6011,153 +5822,186 @@ msgid "Select specific users who can :ref:`log into the POS ` to these users." +msgid ":ref:`Assign minimal, basic or advanced permissions ` to these users." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:11 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:12 msgid ":ref:`Track the employees involved in each order for enhanced analytics `." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:18 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:19 msgid "Access the multi-employee setting from the :guilabel:`PoS Interface` section of the :ref:`POS settings `. Then," msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:21 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:22 msgid "Activate the :guilabel:`Log in with Employees` feature." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:22 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:23 msgid "Add the employees with **basic POS functionality** access in the :guilabel:`Basic rights` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:23 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:24 msgid "Add the employees with **extended POS functionalities** in the :guilabel:`Advanced rights` field." msgstr "" +#: ../../content/applications/sales/point_of_sale/employee_login.rst:25 +msgid "Add the employees with **minimal POS functionality** access in the :guilabel:`Minimal rights` field." +msgstr "" + #: ../../content/applications/sales/point_of_sale/employee_login.rst:-1 msgid "setting to enable multiple cashiers in POS" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:29 -msgid "Leaving the :guilabel:`Basic rights` field empty allows all employees to log in." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:32 +msgid "Leaving the :guilabel:`Minimal rights` and :guilabel:`Basic rights` field empty allows all employees to log in." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:30 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:34 msgid "Leaving the :guilabel:`Advanced rights` field empty grants extended rights to Odoo users only." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:33 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:37 msgid "Click the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) button on the top right corner of a POS card and :guilabel:`Edit` to access the setting from the main POS dashboard." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:37 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:41 msgid ":doc:`../../general/users/access_rights`" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:40 -msgid "Basic rights" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/employee_login.rst:42 -msgid "Employees with basic rights can perform the following actions within the POS:" -msgstr "" - #: ../../content/applications/sales/point_of_sale/employee_login.rst:44 -msgid "**Session management:**" +msgid "Minimal rights" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:46 -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:97 -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:31 -msgid ":ref:`Open a POS session `." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/employee_login.rst:47 -msgid ":ref:`Perform cash-in and cash-out operations `." +msgid "Employees with minimal rights can perform the following actions within the POS:" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:48 -msgid "Lock the current POS session." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:67 +msgid "**Session management:**" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:50 -msgid "**Sales transactions:**" +msgid "Lock and unlock an open POS session." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:52 -msgid ":ref:`Process standard sales transactions `." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:51 +msgid "Reload data." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:53 -msgid ":ref:`Process refunds `." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/employee_login.rst:54 -msgid ":doc:`Access and handle sales orders `." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:72 +msgid "**Sales transactions:**" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:55 -msgid ":ref:`Set customers `." +msgid ":ref:`Process standard sales transactions `." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:56 -msgid "Access past and current order history." +msgid ":ref:`Set customers `." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:58 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:57 +msgid ":ref:`Add notes to orders `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:59 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:80 msgid "**Pricing and discounts:**" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:60 -msgid "Manually select another :doc:`pricelist `." -msgstr "" - #: ../../content/applications/sales/point_of_sale/employee_login.rst:61 msgid "Enter promotional codes." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:62 -msgid ":doc:`Manually apply discounts `." -msgstr "" - #: ../../content/applications/sales/point_of_sale/employee_login.rst:63 -msgid "Manually :ref:`change a product's price `." +msgid "Basic rights" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:64 -msgid "Switch between :doc:`fiscal positions `." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:65 +msgid "In addition to the minimal rights, employees with basic rights can also:" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:66 -msgid "Advanced rights" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/employee_login.rst:68 -msgid "In addition to the basic rights, employees with advanced rights can also:" +#: ../../content/applications/sales/point_of_sale/employee_login.rst:69 +msgid ":ref:`Open a POS session `." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:70 -msgid "Access the Odoo backend interface." +msgid ":ref:`Perform cash-in and cash-out operations `." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:71 -msgid "Create products." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:74 +msgid ":ref:`Create customers `." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:72 -msgid ":ref:`Close the current POS session `." +#: ../../content/applications/sales/point_of_sale/employee_login.rst:75 +msgid ":ref:`Process refunds `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:76 +msgid ":doc:`Access and handle sales orders `." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:77 +msgid "Access past and current order history." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:78 +msgid "Cancel orders." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:82 +msgid "Manually select another :doc:`pricelist `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:83 +msgid ":doc:`Manually apply discounts `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:84 +msgid "Manually :ref:`change a product's price `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:85 +msgid "Give loyalty program's rewards." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:86 +msgid "Switch between :doc:`fiscal positions `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:88 +msgid "Advanced rights" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:90 +msgid "In addition to the minimal and basic rights, employees with advanced rights can also:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:92 +msgid "Create products." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:93 +msgid "Access the Odoo backend interface." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:94 +msgid ":ref:`Close the current POS session `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/employee_login.rst:99 #: ../../content/applications/sales/point_of_sale/self_order.rst:169 msgid "Usage guidelines" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:80 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:102 msgid "Logging in" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:82 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:104 msgid "Once the **Log in with Employees** feature is enabled, employees must log in to :ref:`open a POS session ` and access the POS interface. They can :ref:`scan their employee badge `, click the :icon:`fa-users` icon (:guilabel:`users`) to select their name from the list of authorized users, or by entering :ref:`their PIN code ` in the :guilabel:`Enter your PIN` field." msgstr "" @@ -6165,73 +6009,73 @@ msgstr "" msgid "Login window to open a session when the multiple cashiers feature is active" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:91 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:113 msgid "To switch between users during an :ref:`active session `, click on the currently logged-in employee's name at the top right of the POS screen and select the user to switch to." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:95 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:117 msgid "In the absence of a scanner, click the :icon:`fa-barcode` icon (:guilabel:`barcode`) to scan barcodes using the webcam." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:101 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:123 msgid "Logging in with badges" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:103 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:125 msgid "Employees can log in using their badge. To configure badge-based login, assign a unique badge ID to the employee's profile in the **Employees** module:" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:106 -#: ../../content/applications/sales/point_of_sale/employee_login.rst:127 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:128 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:149 msgid "Navigate to the **Employees** module." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:107 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:129 msgid "Open the form view of the specific employee." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:108 -#: ../../content/applications/sales/point_of_sale/employee_login.rst:129 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:130 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:151 msgid "Go to the :guilabel:`Settings` tab." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:109 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:131 msgid "The :guilabel:`Attendance/Point of Sale/Manufacturing` category offers two options:" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:111 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:133 msgid "Manually enter any badge ID in the :guilabel:`Badge ID` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:112 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:134 msgid "Click :guilabel:`Generate` to create a unique badge ID automatically." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:113 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:135 msgid "Click :guilabel:`Print Badge` to generate a barcode representation of the assigned badge ID." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:115 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:137 msgid "To switch users within an open POS session using a badge, you must first lock the session. To do so, click the :icon:`fa-lg fa-lock` icon (:guilabel:`lock`) to return to the login screen. Then, the new employee can scan their badge to log in." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:122 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:144 msgid "Adding a PIN Code" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:124 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:146 msgid "For enhanced security, employees may be forced to enter a PIN code each time they log into a POS session. To set up a PIN code for an employee:" msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:128 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:150 msgid "Open the form view of the relevant employee." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:130 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:152 msgid "Enter a desired numerical code in the :guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale/Manufacturing` category." msgstr "" -#: ../../content/applications/sales/point_of_sale/employee_login.rst:134 +#: ../../content/applications/sales/point_of_sale/employee_login.rst:156 msgid "The PIN code must consist of a sequence of digits only." msgstr "" @@ -6710,7 +6554,6 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:25 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:51 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81 msgid "Once the payment method is created, you can select it in your POS settings. To do so, go to the :ref:`POS' settings `, click :guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` section." msgstr "" @@ -6959,79 +6802,100 @@ msgid "Payment terminals" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7 -msgid "Connecting and integrating a payment terminal with your POS system allows you to accept multiple payment options, including credit and debit cards, making the payment process more efficient." +msgid "Connect and integrate a payment terminal to a :ref:`POS system ` to accept multiple payment options, including credit and debit cards." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15 -msgid "Go to the :ref:`application settings `, scroll down to the :guilabel:`Payment Terminals` section, and tick your terminal's checkbox." +msgid "To activate a payment terminal and allow processing payments with it, follow these steps:" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:-1 -msgid "checkbox in the settings to enable a payment terminal" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:17 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and scroll down to the :guilabel:`Payment Terminals` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:19 +msgid "Enable the relevant terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:20 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:80 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:73 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:105 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:126 +#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 +msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 -msgid "Then, follow the corresponding documentation to configure your device:" +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create the corresponding payment method <../payment_methods>`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 -msgid ":doc:`Adyen configuration `" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 -msgid ":doc:`Ingenico configuration `" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 -msgid ":doc:`Mercado Pago configuration `" +msgid "Set the :guilabel:`Integration` field to :guilabel:`Terminal`, select the relevant terminal, and complete the terminal-specific configuration:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 -msgid ":doc:`Razorpay configuration `" +msgid ":doc:`Adyen `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27 -msgid ":doc:`SIX configuration `" +msgid ":doc:`Ingenico `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28 -msgid ":doc:`Stripe configuration `" +msgid ":doc:`Mercado Pago `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:29 -msgid ":doc:`Tyro configuration `" +msgid ":doc:`QFPay configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30 -msgid ":doc:`Viva.com configuration `" +msgid ":doc:`Razorpay `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:31 -msgid ":doc:`Worldline configuration `" +msgid ":doc:`SIX `" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:32 +msgid ":doc:`Stripe `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:33 -msgid "Once the terminal is configured, you can :doc:`create the corresponding payment method and add it to the POS <../payment_methods>`." +msgid ":doc:`Tyro `" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:37 -msgid "Pay with a payment terminal" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:34 +msgid ":doc:`Viva.com `" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:39 -msgid "When processing a payment, select the terminal's payment method. Check the amount and click on :guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment Successful`." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:35 +msgid ":doc:`Worldline `" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0 -msgid "In case of connection issues between Odoo and the payment terminal, force the payment by clicking on :guilabel:`Force Done`, which allows you to validate the order." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:36 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and add the payment method to the :guilabel:`Payment Methods` list to make it available in the POS interface." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0 -msgid "This option is only available after receiving an error message informing you that the connection failed." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:42 +msgid "Terminal use" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:48 -msgid "To cancel the payment request, click on :guilabel:`Cancel`." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:44 +msgid "To process a :ref:`payment ` with a :ref:`configured terminal ` for an order, select the terminal's :doc:`payment method <../payment_methods>` on the :guilabel:`Payment` screen, then follow the instructions on the terminal device." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:49 +msgid "Once the transaction is successful, the payment is automatically validated in Point of Sale." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:52 +msgid "Connection issues between Odoo and the payment terminal result in transaction cancellation." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:53 +msgid "To cancel the payment request, click :guilabel:`Cancel`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3 @@ -7132,7 +6996,6 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:30 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/tyro.rst:34 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" @@ -7144,6 +7007,39 @@ msgstr "" msgid "Finally, fill in the mandatory fields with your :ref:`Adyen API key `, :ref:`Adyen Terminal Identifier `, and :guilabel:`Adyen Merchant Account`." msgstr "" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:91 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:281 +msgid "Tips" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:93 +msgid "Odoo Point of Sale allows tipping with an Adyen terminal. To configure this option, go to the :ref:`POS settings `, enable the :ref:`Tips ` and the :guilabel:`Add tip through payment terminal (Adyen)` settings, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:97 +msgid "To process tips with an Adyen terminal, follow these steps:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:99 +msgid "Go to the relevant POS and :ref:`process an order `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:100 +msgid "Click :ref:`Payment ` and select the :ref:`relevant payment method `. The :guilabel:`Adyen` terminal displays the transaction and suggests adding tips." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:103 +msgid "Add a tip amount on the terminal and validate." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:104 +msgid "In Odoo POS, click :icon:`fa-heart` :guilabel:`Tip`, enter the tip amount, and click :guilabel:`Ok`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:106 +msgid "Click :guilabel:`Close Tab` to validate the payment and the tip." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3 msgid "Ingenico" msgstr "" @@ -7151,7 +7047,6 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5 msgid "Connecting a payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers." msgstr "" @@ -7168,7 +7063,6 @@ msgid "Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19 msgid "Connect an IoT system" msgstr "" @@ -7350,6 +7244,130 @@ msgstr "" msgid "Any action made on the terminal should trigger a notification on the POS interface. Ensure the :ref:`webhook secret key ` is correctly configured if you are not notified." msgstr "" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:3 +msgid "QFPay" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:5 +msgid "QFPay is a payment service that offers payment solutions through the `HaoJin App `_ for customer transactions with a physical terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:9 +msgid "QFPay payment terminals do not require an :doc:`IoT Box ` to operate." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:11 +msgid "QFPay terminals are exclusively for Hong Kong." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:16 +msgid "QFPay configuration" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:18 +msgid "To configure a QFPay payment terminal, follow these steps:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:20 +msgid "Create a QFPay account on the `QFPay website `_." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:21 +msgid "Request activation of `Asynchronous Notifications `_ from the application email." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:23 +msgid "Provide the Odoo server address on the QFPay portal, followed by `/qfpay/notify`, and copy the notification key provided by QFPay." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:25 +msgid "Set up the QFPay terminal by connecting the HaoJin App to the QFPay account as instructed by QFPay, then copy the terminal's IP address." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:27 +msgid "Request a self-signed certificate from QFPay linked to the terminal's IP address, and import it into the relevant POS in Odoo." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:29 +msgid "Generate a :guilabel:`POS-KEY` from the HaoJin App: go to :menuselection:`Haojin App --> My --> Settings --> Pos Call Up Key --> Reset Key`. Then, copy the generated :guilabel:`POS-KEY`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:33 +msgid "The **Asynchronous Notifications** are automated messages confirming successful payments or refunds by QFPay." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:35 +msgid "Write the server address as follows: `https://yourdomain.odoo.com/qfpay/notify`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:36 +msgid "If the terminal's IP address changes, update it in the :ref:`Odoo POS settings ` and request a new self-signed certificate from QFPay." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:38 +msgid "If a QFPay account already exists, contact `technical.support@qfpay.com` with the merchant information and server address." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:42 +msgid "Alternatively, retrieve the POS-KEY from the `MMS (Merchant Management System) portal `_: go to :menuselection:`MMS portal --> Settings --> Device Settings`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:49 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:53 +msgid "Odoo POS configuration" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:51 +msgid "To connect the QFPay terminal with Odoo Point of Sale, follow these steps:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:53 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the :guilabel:`Payment Terminals` section, enable the :guilabel:`QFPay` terminal, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:56 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:60 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:65 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create a payment method <../../payment_methods>`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:58 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:62 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:67 +msgid "Set the :guilabel:`Journal` field to :guilabel:`Bank`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:59 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:63 +msgid "Select the desired point of sale in the :guilabel:`Point of Sale` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:60 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:64 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:68 +msgid "Set the :guilabel:`Integration` field to :guilabel:`Terminal`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:61 +msgid "Set the :guilabel:`Integrate with` field to :guilabel:`QFPay`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:62 +msgid "Paste the copied information from :ref:`QFPay ` into the corresponding fields:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:65 +msgid ":guilabel:`Terminal IP`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:66 +msgid ":guilabel:`POS Key`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/qfpay.rst:67 +msgid ":guilabel:`Notification Key`" +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:3 msgid "Razorpay" msgstr "" @@ -7832,174 +7850,159 @@ msgstr "" msgid "The POS API credentials are for APIs that use Basic Authentication, including those for Android and iOS POS activation and the `Cloud Terminal API `_." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:53 -msgid "Odoo POS configuration" -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:55 msgid "To connect the viva.com terminal with Odoo Point of Sale, follow these steps:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:57 -msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the :guilabel:`Payment Terminals` section, enable the :guilabel:`Viva Wallet` terminal, and click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:60 -msgid "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and :doc:`create a payment method <../../payment_methods>`." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:62 -msgid "Set the :guilabel:`Journal` field to :guilabel:`Bank`." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:63 -msgid "Set the :guilabel:`Integration` field to :guilabel:`Terminal`." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:64 -msgid "Set the :guilabel:`Integrate with` field to :guilabel:`Viva Wallet`." +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the :guilabel:`Payment Terminals` section, enable the :guilabel:`Viva.com` terminal, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:65 +msgid "Set the :guilabel:`Integrate with` field to :guilabel:`Viva.com`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:66 msgid "Paste the copied information from :ref:`viva.com ` into the corresponding fields:" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:68 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:69 msgid ":guilabel:`Merchant ID`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:69 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:70 msgid ":guilabel:`API Key`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:70 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:71 msgid ":guilabel:`Client ID`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:71 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:72 msgid ":guilabel:`Client secret`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:72 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:73 msgid ":guilabel:`Terminal ID`" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:74 -msgid "Save the form and copy the generated webhook URL from the :guilabel:`Viva Wallet Webhook Endpoint` field." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:75 +msgid "Save the form and copy the generated webhook URL from the :guilabel:`Viva Com Webhook Endpoint` field." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:76 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:77 msgid "Go to the :ref:`viva.com ` account and paste the webhook URL into the `corresponding field `_." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:79 -msgid "In Odoo, access the :ref:`relevant point of sale settings `, scroll down to the :guilabel:`Payment` section, and add the created payment method in the :guilabel:`Payment Methods` field." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_com.rst:82 -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:39 -#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 -msgid "Click :guilabel:`Save`." -msgstr "" - #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 -msgid "Worldline payment terminals require an :doc:`IoT Box `." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5 +msgid "`Worldline `_ offers payment solutions through :doc:`payment terminals <../terminals>` to handle customer transactions." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10 -msgid "Worldline is currently only available in Belgium, the Netherlands and Luxembourg." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 +msgid "Connecting a Worldline payment terminal to Odoo requires an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11 -msgid "Odoo is compatible with Worldline terminals that use the CTEP protocol (e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact your payment provider to ensure your terminal's compatibility." +msgid "Worldline is only available in **Belgium**, **the Netherlands**, and **Luxembourg** with Odoo." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 +msgid "Odoo is compatible with Worldline terminals that use the CTEP protocol (e.g., the **Yomani XR** and **Yoximo** terminals). Contact the payment provider to confirm the terminal's compatibility if necessary." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19 +msgid "Worldline configuration" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21 -msgid "Connecting a Worldline Payment Terminal to Odoo is a feature that requires an IoT system. For more information on how to connect one to your database, please refer to the :doc:`IoT documentation `." +msgid "First, enable the Worldline payment terminal in the :ref:`POS settings ` under :guilabel:`Payment Terminals`. Then :doc:`connect the IoT system to Odoo ` and follow these steps on the terminal:" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26 -msgid "Configure the protocol" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:25 +msgid "**Configure the ECR protocol**:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:27 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:34 +msgid "Press :menuselection:`\".\" --> 3 --> Stop --> 3 --> 0 --> 9`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:28 -msgid "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> 0 --> 9`. Enter the technician password **\"1235789\"** and click on :menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). Finally, press **Stop** three times; the terminal automatically restarts." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 +msgid "Enter the technician password **1235789** and press **OK**." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 -msgid "Set the IP address" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:29 +msgid "Press :menuselection:`4 --> 2 --> CTEP (ECR protocol)`. Press **OK** to confirm each of the following checks: **CTEP ticket ECR**, **ECR ticket width**, and **Character set**." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:31 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:46 +msgid "Press **Stop** three times; the terminal restarts automatically." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:32 +msgid "**Set the hostname**:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:36 +msgid "Press :menuselection:`4 --> 9 --> TCP/IP (ECR physical conf.)` and **OK** twice." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:37 -msgid "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> 0 --> 9`. Enter the technician password **\"1235789\"** and click on :menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK` (*TCP Configuration client* screen)." +msgid "Enter the :ref:`IoT's IP address ` on the **Hostname** screen by confirming each number with **OK** until the colon symbol, then confirm the step with **OK**. For example, if the IP address is `10.30.19.4:8069`, press :menuselection:`10 --> OK --> 30 --> OK --> 19 --> OK --> 4 --> OK --> OK`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42 -msgid "Finally, set up the hostname and port number." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:41 +msgid "**Set the port number**:" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 -msgid "Hostname" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:43 +msgid "Enter **9001** (if using an :doc:`IoT box `) or **9050** (if using a :doc:`Windows virtual IoT `) on the **Network domain name** screen and press **OK** twice." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48 -msgid "To set up the hostname, enter your IoT system's IP address' sequence numbers and press **OK** at each \".\" until you reach the colon symbol." +msgid "The terminal is now active and displays the **Read card** screen." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49 -msgid "Then, press **OK** twice." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:51 +msgid "The `9050` port must be added as a :ref:`Windows Firewall exception ` for the :doc:`Windows virtual IoT `." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 -msgid "Here's an IP address sequence: `10.30.19.4:8069`." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 -msgid "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> 19 --> OK --> 4 --> OK --> OK`." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57 -msgid "Your IoT system's IP address is available on the :ref:`IoT system's card in the IoT app `." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:55 +msgid "To check the terminal's connection status, open the IoT app and click the :ref:`IoT system's card `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:61 -msgid "Port number" +msgid "Odoo configuration" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63 -msgid "On the *Port number* screen, enter **9001** (or **9050** for Windows) and click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> OK`. Click on **Stop** three times; the terminal automatically restarts." +msgid "To connect the Worldline terminal with Odoo Point of Sale, follow these steps:" msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:68 -msgid "For the :doc:`Windows virtual IoT `, the `9050` port must be added as a :ref:`Windows Firewall exception `." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:69 +msgid "Set the :guilabel:`Integrate with` field to :guilabel:`Worldline`." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74 -msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` field. Then, select your terminal device in the :guilabel:`Payment Terminal Device` field." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:70 +msgid "Select the configured device in the :guilabel:`Payment Terminal Device` field and save." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88 -msgid "Technician password: `1235789`" +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:71 +msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and add the created payment method to the :guilabel:`Payment Methods` list to make it available in the POS interface." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89 -msgid "To reach Wordline's technical assistance, call `02 727 61 11` and choose \"merchant\". Your call is automatically transferred to the desired service." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:78 +msgid "If a setup uses separate cashier and customer payment terminals, :ref:`configure ` the cashier terminal first." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91 -msgid "Configure the cashier terminal if you have both a customer and a cashier terminal." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 -msgid "To avoid blocking the terminal, check the initial configuration beforehand." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:93 -msgid "Set a fixed IP to your IoT Box’s router to prevent losing the connexion." +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:80 +msgid "To prevent connection loss, set a fixed IP address on the IoT Box’s router or :ref:`restart the virtual IoT server `." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:3 @@ -8185,127 +8188,218 @@ msgid "Hardware" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_hardware.rst:5 -msgid "Odoo Point of Sale supports integration with a variety of hardware, including :doc:`payment terminals ` and cash drawers, as well as :doc:`customer displays `, :ref:`scales `, :doc:`barcode scanners `, :doc:`ePOS printers `, and in-store :doc:`electronic shelf labels `." +msgid "Odoo Point of Sale supports integration with a variety of hardware, including :doc:`payment terminals ` and cash drawers, as well as :ref:`customer displays `, :ref:`scales `, :doc:`barcode scanners `, :doc:`ePOS printers `, and in-store :doc:`electronic shelf labels `." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:17 -msgid "In EU member states, `certification is legally required `_ to use a scale as an integrated device." +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:16 +msgid "The **customer display** feature provides real-time updates on a secondary screen for customers during the checkout process. This screen shows the :ref:`items in the cart `, the subtotal as items are added, and details throughout the payment process. It also displays the total amount, the selected :doc:`payment method `, and any change to be returned." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:22 -msgid "Prerequisite" +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:-1 +msgid "customer screen" msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:24 -msgid "Connecting a scale requires the use of an **IoT System**." +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:26 +msgid "Both the customer and POS displays must have a minimum diagonal size of 6 inches. For optimal readability, larger screens are recommended." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:27 -msgid ":doc:`../../general/iot/connect`" +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:32 +msgid "Depending on the POS setup, the feature can be displayed directly on a secondary screen connected via USB-C or HDMI or on a screen connected through an IoT system." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:28 -msgid ":doc:`../../general/iot/devices/scale`" +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:35 +msgid "The feature is activated by default, but its background image can still be configured. To do so, navigate to the :ref:`POS settings ` and scroll down to the :guilabel:`Connected Devices` section. Then, click :guilabel:`Upload your file` to set a background image." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:34 -msgid "Scale connection" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:37 -msgid "Scroll down to the :guilabel:`Connected Devices` section and enable :guilabel:`IoT Box`." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:38 -msgid "Select the scale in the :guilabel:`Electronic Scale` field." +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:40 +msgid "For displays connected using an :doc:`IoT system <../../general/iot>`:" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_hardware.rst:42 +msgid "Navigate to the :ref:`POS settings `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:43 +msgid "Enable the :guilabel:`IoT Box` option to activate the IoT system in POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:44 +msgid "Click :guilabel:`Save`, which activates the IoT app in Odoo." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:45 +msgid ":doc:`Connect and configure an IoT system <../../general/iot/connect>` for a :doc:`display <../../general/iot/devices/screen>`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:47 +msgid "Return to the :ref:`POS settings ` and select an IoT-connected screen using the :guilabel:`Customer Display` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:51 +msgid "Opening the customer display" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:53 +msgid "To open the customer display, follow these steps:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:55 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:72 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:163 +msgid ":ref:`Open the POS register `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:56 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:73 +msgid "Click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:57 +msgid "Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer display either in a new window to drag onto the second screen or directly onto the IoT-connected screen." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:62 +msgid "For IoT-connected screens, both devices need to be connected to the same local network." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:65 +msgid ":doc:`configuration/pos_iot`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:66 +msgid ":doc:`../../general/iot`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:68 +msgid "For POS terminals running the Odoo Android app with dual-screen support," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:70 +msgid ":doc:`Activate the Point of Sale Mobile module <../../general/apps_modules>` to enable the customer display." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:74 +msgid "Click the :icon:`fa-desktop` (:guilabel:`Customer Display`) icon, which opens the customer display on the terminal's secondary screen." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:83 +msgid "In EU member states, `certification is legally required `_ to use a scale as an integrated device." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:88 +msgid "Prerequisite" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:90 +msgid "Connecting a scale requires the use of an **IoT System**." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:93 +msgid ":doc:`../../general/iot/connect`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:94 +msgid ":doc:`../../general/iot/devices/scale`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:100 +msgid "Scale connection" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:103 +msgid "Scroll down to the :guilabel:`Connected Devices` section and enable :guilabel:`IoT Box`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:104 +msgid "Select the scale in the :guilabel:`Electronic Scale` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:108 msgid "Alternatively, click the :icon:`fa-ellipsis-v` (:guilabel:`Dropdown menu`) icon on a POS card and click :guilabel:`Edit` to access this setting." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:46 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:112 #: ../../content/applications/sales/sales/sales_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:48 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:114 msgid "In order to weigh products using an integrated scale, go to :menuselection:`Point of Sale --> Products --> Products`, create a product or open an existing product form, and configure it as follows:" msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:52 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:118 msgid "Ensure the :guilabel:`Point of Sale` checkbox is activated for the product to be available in POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:54 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:120 msgid "On the :guilabel:`General Information` tab, define a :guilabel:`Sales Price` per :guilabel:`kg`." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:57 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:123 msgid "This step requires to enable the :doc:`Units of Measure <../../inventory_and_mrp/inventory/product_management/configure/uom>` feature. To activate it:" msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:60 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:126 msgid "Go to :menuselection:`Inventory --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:61 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:127 msgid "Scroll down to the :guilabel:`Products` section and activate :guilabel:`Units of Measure`." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:62 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:128 msgid "Go to the :guilabel:`Point of Sale` tab and activate :guilabel:`To Weigh With Scale`. This enables the product to be weighed directly on the connected scale at the POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:66 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:132 msgid "The selected unit of measure for weighable products must be :guilabel:`kg` to ensure compliance with **European regulations**." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:70 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:136 msgid ":doc:`../../inventory_and_mrp/inventory/product_management/configure/uom`" msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:73 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:139 msgid "European regulations" msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:75 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:141 msgid "When using scales in commercial transactions, the database integrated with a scale must be configured to meet specific European requirements. This includes supporting at least three decimal places for accuracy and using proper rounding for units of measure, such as `kg` instead of generic `units`." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:80 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:146 msgid "If the database is not compliant, a red :icon:`fa-balance-scale` (:guilabel:`scale`) icon displays as a warning. Click this icon to view the reasons for non-compliance and then select :guilabel:`Apply changes` to automatically apply the necessary changes to the settings. Once the database meets all regulatory requirements, the :icon:`fa-balance-scale` (:guilabel:`scale`) icon turns green." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:89 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:155 msgid "Additional guidelines" msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:91 -msgid "Both the :doc:`customer ` and POS displays must have a minimum diagonal size of 6 inches. For optimal readability, larger screens are recommended." +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:157 +msgid "Both the :ref:`customer ` and POS displays must have a minimum diagonal size of 6 inches. For optimal readability, larger screens are recommended." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:95 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:161 msgid "Using a scale in PoS" msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:98 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:164 msgid "Select the product to weigh on the order screen or scan its barcode." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:99 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:165 msgid "Place the product on the scale and wait for the weight to be displayed in the popup window." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:100 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:166 msgid "Once the weight is determined, the price is automatically computed." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:101 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:167 msgid "Click :guilabel:`Order` :icon:`fa-angle-double-right` to add the product to the cart." msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:102 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:168 msgid "Remove the previous product from the scale." msgstr "" @@ -8313,7 +8407,7 @@ msgstr "" msgid "weighing window" msgstr "" -#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:109 +#: ../../content/applications/sales/point_of_sale/pos_hardware.rst:175 msgid "Make sure the scale returns to `zero` before weighing a new product. If it does not, the :guilabel:`Order` :icon:`fa-angle-double-right` button remains unclickable until it is reset." msgstr "" @@ -9284,7 +9378,7 @@ msgid "POS receipt" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 -msgid ":doc:`restaurant/bill_printing`" +msgid ":ref:`pos/restaurant/bills`" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 @@ -9403,458 +9497,513 @@ msgstr "" msgid "These statistics are available in a graph or pivot view that you can filter or group depending on your needs." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant.rst:5 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:3 msgid "Restaurant features" msgstr "" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:5 +msgid "Odoo Point of Sale provides various features to manage a restaurant or a bar:" +msgstr "" + #: ../../content/applications/sales/point_of_sale/restaurant.rst:7 -msgid "Managing a restaurant or a bar comes with specific needs. The Point of Sale application provides various features that allow performing all the required tasks in such businesses." +msgid ":ref:`Organizing the floors and tables `;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:8 +msgid ":ref:`Taking orders `;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:9 +msgid ":ref:`Communicating with the kitchen or bar through the POS `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:10 -msgid "Once the POS is set to be used in a restaurant or a bar, you can:" +msgid ":ref:`Printing and splitting bills `;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:11 +msgid ":ref:`Collecting tips `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 -msgid ":doc:`organize your floors and tables to reflect your interior `;" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant.rst:13 -msgid ":ref:`take orders `;" +msgid ":doc:`Setting different taxes for takeaway food `." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:14 -msgid ":doc:`communicate with the kitchen or the bar through the POS `;" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant.rst:15 -msgid ":doc:`print bills in advance and split them `;" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant.rst:16 -msgid ":doc:`collect tips `; and" +msgid "Three main buttons in the POS register allow for navigating between the :ref:`Floor plan ` view, tables, and :ref:`orders `:" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 -msgid ":doc:`set different taxes for takeaway food `." +msgid ":guilabel:`Plan`: Access the :ref:`Floor plan ` view." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant.rst:24 -msgid "To enable the restaurant and bar-specific features, go to :menuselection:`Point of Sale --> Configuration --> Settings`, select the POS, and activate :guilabel:`Is a Bar/Restaurant`." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:18 +msgid ":guilabel:`Table`: Enter a table or order number, then click :guilabel:`Jump` to access them. The button's label updates to display the selected number. When applicable, click :guilabel:`Book table` to confirm the table's occupancy." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:21 +msgid ":icon:`fa-plus-circle` (:guilabel:`order`): :ref:`Create a direct sales order ` that is not linked to any table. Each click generates the next order in the sequence. Click :guilabel:`Release Order` to cancel the order (if no products have been added) and return to the :ref:`Floor plan ` view." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:27 -msgid "These features are displayed in the :guilabel:`Restaurant & Bar` section." +msgid "When :guilabel:`Table Booking` is enabled in the :ref:`POS settings `, a :guilabel:`Booking` button appears on the main interface for viewing and managing bookings." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant.rst:-1 -msgid "restaurant and bar-specific features" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:29 +msgid "Entering a number through the :guilabel:`Table` button that does not match an existing table number creates a direct sales order." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant.rst:36 -msgid "Take orders" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:33 +msgid "To configure restaurant-specific settings, the :guilabel:`Is a Bar/Restaurant` setting under the :guilabel:`Restaurant Mode` section must be enabled in the :ref:`POS settings `." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant.rst:38 -msgid "Click a table to access the POS interface and start taking your customer's order. The system automatically associates the orders and the table, allowing you to add more items later and generate a bill specifically for that table's orders." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant.rst:42 -msgid "Once you have taken an order, click :guilabel:`Change table` to return to the floor plan view." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant.rst:45 -msgid "As soon as you click a table, the number of guests is automatically set to one. If you mistakenly select a table, click :guilabel:`Release table` to free it or :ref:`transfer the customer ` to another table." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 -msgid "Bills" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5 -msgid "Typical practices in restaurants or bars are to request the bill before proceeding to payment or splitting it based on the items ordered. Odoo POS provides two features to perform these tasks seamlessly: **Bill Printing** and **Bill Splitting**." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12 -msgid "To activate the features, go to :menuselection:`Point of Sale --> Configuration --> Settings`, select the POS, and activate :guilabel:`Early Receipt Printing` and :guilabel:`Allow Bill Splitting` in the :guilabel:`Restaurant & Bar` section." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:-1 -msgid "activate the bill printing and bill splitting features in the POS settings" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 -msgid "Bill printing" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23 -msgid "From an open session, click :menuselection:`Bill --> Print` at any moment to generate and print a bill." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27 -msgid "The printed bill is **not** final and will be updated to reflect any changes to the order." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 -msgid "Bill splitting" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32 -msgid "From an open session, click :guilabel:`Split` to select the items to regroup. Once everything is selected, click :guilabel:`Payment` and proceed to checkout for these items. Repeat for each guest." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36 -msgid "Once you return to the table, the selected items are no longer on order, as they have been paid for." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38 -msgid "The feature is available as soon as at least two items are ordered." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41 -msgid ":doc:`floors_tables`" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:40 msgid "Floors and tables" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:5 -msgid "The **Floor plan view** enables you to manage restaurant floors and table arrangements and monitor table status in real time — including occupancy, reservations, and kitchen orders." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:42 +msgid "The :guilabel:`Floor plan` view is the first screen displayed when :ref:`accessing the POS register `. It enables managing restaurant floors and tables, and monitoring table status in real time (occupancy, reservations, and kitchen orders)." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:-1 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:0 msgid "example of a floor plan view with visual keys to understand it." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:12 -msgid "Table 101: The table is available now but booked at 15:00." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:51 +msgid "Table 101: The table is currently available but booked for 15:00." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:13 -msgid "Table 102: An order has been placed and sent to the kitchen." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:52 +msgid "Table 102: The table is booked, and an order is sent to the kitchen." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:14 -msgid "Table 103: The table was booked at 12:00, but customers are late." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:53 +msgid "Table 103: The 12:00 table is running late." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:15 -msgid "Table 104: Two items are waiting to be sent to the kitchen." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:54 +msgid "Table 104: The table has a pending order." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:16 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:55 msgid "Table 105: The table is available." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:60 +msgid "Creating floors and tables allows managing table selection and :ref:`orders `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:66 msgid "From the POS backend" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:24 -msgid "To create floors and tables from the backend, go to :menuselection:`Point of Sale --> Configuration --> Floor Plans`, and click :guilabel:`New` to create a floor. Optionally, activate additional settings by clicking the :icon:`oi-settings-adjust` (:guilabel:`adjust settings`) icon. Then," +#: ../../content/applications/sales/point_of_sale/restaurant.rst:68 +msgid "To create floors and tables from the backend, go to :menuselection:`Point of Sale --> Configuration --> Floor Plans`, and click :guilabel:`New`. Follow the next steps to configure the :guilabel:`Floor plan`:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:28 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:72 msgid "Enter a :guilabel:`Floor Name`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:29 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:73 msgid "Select the related :guilabel:`Point of Sales`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:30 -msgid "Hover over the placeholder image and click the :icon:`fa-pencil` (:guilabel:`pencil`) icon to add a background image (e.g., your restaurant layout)." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:74 +msgid "Optionally, hover the mouse over the placeholder image and click the :icon:`fa-pencil` (:guilabel:`Edit`) icon to add a background image to the restaurant layout." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:32 -msgid "Click :guilabel:`Add a line` to create a table and set it up:" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:76 +msgid "Click :guilabel:`Add a line` to create and configure a table:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:34 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:78 msgid "Enter a :guilabel:`Table Number`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:35 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:79 msgid "Fill in the number of :guilabel:`Seats`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:36 -msgid "Select a :guilabel:`Square` or :guilabel:`Round` :guilabel:`Shape`." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:80 +msgid "Set the table's :guilabel:`Shape`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:37 -msgid "Assign an :guilabel:`Appointment resource` to make the table bookable." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:81 +msgid "Optionally, activate additional settings by clicking the :icon:`oi-settings-adjust` (:guilabel:`settings`) icon:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:38 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:84 msgid "Adjust the :guilabel:`Height`, :guilabel:`Width`, and :guilabel:`Color`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:39 -msgid "Click the :icon:`fa-trash-o` (:guilabel:`delete`) icon to delete a table." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:85 +msgid "Tick the :guilabel:`Active` checkbox to make a table available or not." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:-1 -msgid "window to create a table in the POS backend" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:86 +msgid "Save." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:45 -msgid "Create floors on the spot: :ref:`access your POS settings `, type your floor name in the :guilabel:`Floors` field of the :guilabel:`Floors & Tables Map` section, and press *enter* or click :guilabel:`Create and edit...` to set it up." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:89 +msgid "Enable the :guilabel:`Table Booking` setting to assign an :guilabel:`Appointment resource` and make a table bookable." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:52 -msgid "From the POS front end" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:91 +msgid "Click the :icon:`fa-trash-o` (:guilabel:`trash`) icon to delete a table." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:54 -msgid "To create floors and tables from the front end, :ref:`open a POS session `, click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon in the upper right corner, then :guilabel:`Edit Plan`." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:94 +msgid "To create a :guilabel:`Floor plan` quickly, go to the :guilabel:`Restaurant Mode` section of the :ref:`POS settings `. Under :guilabel:`Floors & Tables Map`, type the floor name in the :guilabel:`Floors` field, and press `Enter`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:58 -msgid "Add a floor by clicking the :icon:`fa-plus` (:guilabel:`plus`) icon, then enter a name in the modal window." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:101 +msgid "From the POS frontend" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:60 -msgid "Click the :icon:`fa-paint-brush` (:guilabel:`paintbrush`) icon to change the background color or image." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:103 +msgid "To create floors and tables from the frontend, :ref:`open the POS register `, click the :icon:`fa-bars` (:guilabel:`hamburger menu`) icon in the top right corner of the :guilabel:`Floor plan` view, then :guilabel:`Edit Plan`. To configure the :guilabel:`Floor plan`, follow the next steps:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:62 -msgid "Click :icon:`fa-plus-circle` :guilabel:`Table` to add a new table." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:108 +msgid "Click the :icon:`fa-plus` (:guilabel:`Add Floor`) icon to add a floor." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:64 -msgid "To adjust a specific table, select it and click:" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:109 +msgid "Enter a :guilabel:`Floor name` and click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:66 -msgid "The :icon:`fa-user` (:guilabel:`user`) icon to change the number of seats." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:110 +msgid "Click the :icon:`fa-paint-brush` (:guilabel:`Change Floor Background`) icon to select a background color, or click :icon:`fa-camera` :guilabel:`File` to upload an image." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:67 -msgid "The :icon:`fa-square` (:guilabel:`square`) or :icon:`fa-circle` (:guilabel:`round`) icon to switch the shape from round to square, and vice versa." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:112 +msgid "Optionally, click the :icon:`fa-pencil-square-o` (:guilabel:`Rename`) icon to rename the :guilabel:`Floor plan`, the :icon:`fa-files-o` (:guilabel:`Clone`) icon to create a copy, or the :icon:`fa-trash` (:guilabel:`Delete`) icon to delete it." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:69 -msgid "The :icon:`fa-paint-brush` (:guilabel:`paintbrush`) icon to change the table's color." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:115 +msgid "Click :icon:`fa-plus-circle` :guilabel:`Table` to add a new table. To edit a table, select it and click one of the following icons:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:70 -msgid "The :icon:`fa-pencil-square-o` (:guilabel:`rename`) icon to change the table number." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:118 +msgid ":icon:`fa-user` (:guilabel:`Seats`): Add or change the number of seats." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:71 -msgid "The :icon:`fa-copy` (:guilabel:`clone`) icon to duplicate the table." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:119 +msgid ":icon:`fa-square-o` (:guilabel:`Square`) or :icon:`fa-circle-o` (:guilabel:`Round`): Change the table's shape." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:72 -msgid "The :icon:`fa-trash` (:guilabel:`bin`) icon to remove the table." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:121 +msgid ":icon:`fa-paint-brush` (:guilabel:`Change Floor Background`): Change the table's color." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:74 -msgid "After making all the necessary modifications, click :guilabel:`Save` or the :icon:`fa-floppy-o` (:guilabel:`floppy disk`) icon to save." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:122 +msgid ":icon:`fa-pencil-square-o` (:guilabel:`Rename`): Change the table number." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:-1 -msgid "the floor plan view in edit mode." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:123 +msgid ":icon:`fa-copy` (:guilabel:`Clone`): Clone the table's attributes using the following table number." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82 -msgid "Removing a table or a floor cannot be undone." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:125 +msgid ":icon:`fa-trash` (:guilabel:`Delete`): Remove the table." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:87 -msgid "Table transfer" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:129 +msgid "Removing a table or a floor is permanent." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:89 -msgid "Select a table to move customers to another table, then click :guilabel:`Actions` and :icon:`oi-arrow-right` :guilabel:`Transfer/Merge`." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:134 +msgid "Order management" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:92 -msgid "In the floor plan view, choose the target table:" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:136 +msgid "To take an order, :ref:`open the POS register ` and follow these steps:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:94 -msgid "Select a free table to transfer customers and their orders." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:138 +msgid "Select a :ref:`floor plan ` and click a table or click the :icon:`fa-plus-circle` (:guilabel:`order`) button at the top to create a direct sales order." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:95 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:140 +msgid "Add products to the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:141 +msgid "Click :guilabel:`Order` to validate the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:143 +msgid "When ready, :ref:`process the order payment `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:146 +msgid "To cancel a processed order, click :guilabel:`Actions`, then :guilabel:`Cancel Order`. If an :ref:`order printer is configured `, a cancellation ticket is automatically printed." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:149 +msgid "To switch to another table order, click the button with the table number at the top of the POS interface, enter a table number, and click :guilabel:`Jump`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:151 +msgid "Click :guilabel:`Release table` to cancel a table's occupancy." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:152 +msgid ":ref:`Configure a printer ` to send an order to the kitchen printer when clicking :guilabel:`Order`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:158 +msgid "Order transfer" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:160 +msgid "To transfer an order to another table from the :ref:`POS interface `, click :guilabel:`Actions`, then :guilabel:`Transfer/Merge`, and choose the target table in the :ref:`Floor plan ` view:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:164 +msgid "Select an available table to transfer customers and their orders." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:165 msgid "Select an occupied table to merge customers and their orders." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:98 -msgid ":doc:`../restaurant`" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:170 +msgid "Order printing" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 -msgid "Orders printing" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:175 +msgid "To enable sending orders to a kitchen or a bar printer, :doc:`connect a printer ` to Odoo, go to the :ref:`POS settings `, and follow these steps:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5 -msgid "Integrating printers in a restaurant or bar's workflow can enhance communication and collaboration between the front-of-house and back-of-house teams, leading to a more streamlined and efficient service." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:179 +msgid "Scroll down to the :guilabel:`Preparation` section and enable the :guilabel:`Preparation Printers` setting." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 -msgid "Enable and create printers" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:181 +msgid "Type the printer's name in the :guilabel:`Printers` field and click :guilabel:`Create and edit`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17 -msgid "To enable sending orders to a kitchen or bar printer, go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen Printers`. Type in a name for the printer in the :guilabel:`Printers` field and click :guilabel:`Create and edit...` to open a setup form." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:182 +msgid "On the printer setup form, select the :guilabel:`Printer Type`:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22 -msgid "To get a list of all the printers already created or to modify an already created printer, click :guilabel:`--> Printers` and select the desired printer to open the setup form." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:184 +msgid "If the printer is connected to an :doc:`IoT system `, select :guilabel:`Use a printer connected to the IoT`, and choose the relevant :doc:`device `. This process requires the IoT app and an IoT system." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:-1 -msgid "settings to enable the kitchen printers" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:188 +msgid "If using an :doc:`Epson printer that does not require an IoT system connection `, select :guilabel:`Use an Epson printer` and enter the :guilabel:`Epson Printer IP Address`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32 -msgid "Setup form" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:191 +msgid "Define the product categories to be printed by clicking :guilabel:`Add a line` in the :guilabel:`Printed Product Categories` field and selecting the preferred category from the popover." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34 -msgid "From the :ref:`setup form `, select the :guilabel:`Printer Type` according to your installation:" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:194 +msgid "Click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37 -msgid "If your printer is connected to an IoT system, select :guilabel:`Use a printer connected to the IoT Box` and select the device in the :guilabel:`IoT Device` field." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:195 +msgid "In the :ref:`POS settings `, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39 -msgid "If you use an Epson printer that does not require an IoT system, select :guilabel:`Use an Epson printer` and enter the printer's IP address in the :guilabel:`Epson Printer IP Address` field." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:197 +msgid "The printer is then connected to the point of sale and can print kitchen orders and order receipts." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43 -msgid ":doc:`/applications/general/iot/connect`" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:200 +msgid "Printing kitchen orders requires assigning a :guilabel:`PoS Product Category`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:201 +msgid "To create a :guilabel:`Printed Product Category` on the :guilabel:`Add: Printed Product Categories` popover, click :guilabel:`New`. Enter a name, select a :guilabel:`Parent Category`, choose a :guilabel:`Color`, click the :icon:`fa-pencil` (:guilabel:`Edit`) icon to add an image, determine the product availability, then click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:207 +msgid "To access all preparation printers from the :ref:`POS settings `, scroll down to the :guilabel:`Preparation` section, and click :icon:`oi-arrow-right` :guilabel:`Printers`. Alternatively, go to :menuselection:`Point of Sale --> Orders --> Preparations Printers`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:213 +msgid ":doc:`Connect an IoT system to a POS `" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:214 msgid ":doc:`/applications/general/iot/devices/printer`" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45 -msgid ":doc:`../configuration/epos_ssc`" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:215 +msgid ":doc:`/applications/general/iot/connect`" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47 -msgid "Set your printer to print specific products based on their POS category. To do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product Categories` field." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:216 +msgid ":doc:`/applications/sales/point_of_sale/preparation`" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:-1 -msgid "setup form to configure a kitchen printer" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:221 +msgid "Bills and payment" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:55 -msgid "Print orders" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:226 +msgid "Bill splitting" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:57 -msgid "From an open session, start taking an order and click :guilabel:`Order` to send it to the bar or the kitchen." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:228 +msgid "To allow bill splitting, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and enable :guilabel:`Allow Bill Splitting` under the :guilabel:`Restaurant Mode` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:-1 -msgid "order button from the POS UI to send orders to a kitchen or a bar" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:231 +msgid "To split a bill from the :ref:`POS interface `, follow these steps:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:65 -msgid "When products can be printed, they appear in green in the cart, and the order button turns green." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:233 +msgid "Click :guilabel:`Actions`, then :guilabel:`Split`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 -msgid "Tips" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:234 +msgid "Select at least one product and click :guilabel:`Split Order`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5 -msgid "Tipping is customary in multiple countries. Point of Sale allows tipping in :ref:`shops `, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:235 +msgid "Proceed with the :ref:`payment `." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13 -msgid "To allow tipping in your POS, activate the :guilabel:`Tips` feature in :menuselection:`Point of Sale --> Configuration --> Settings`. At the top of the page, select the POS in which you wish to allow **tipping**, scroll down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once enabled, add a :guilabel:`Tip Product` in the corresponding field, and save. The designated product will be used as a reference on customers' receipts." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:236 +msgid "Click :icon:`fa-chevron-right` :guilabel:`Continue` and repeat the process for each guest." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:-1 -msgid "enable tips in a POS" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:239 +msgid "Splitting a bill requires ordering at least two products and creates a sub-order, which must be paid before returning to the main order." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25 -msgid "Tip products" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:241 +msgid "Clicking :guilabel:`Split Order` without selecting any product creates an empty sub-order." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27 -msgid "**Tip products** can be created on the spot. To do so, enter a product's name in the :ref:`Tip Product ` field and click :guilabel:`Create` or press **enter**. The product is automatically configured to be used as a tip at the payment screen." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:246 +msgid "Order payment" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31 -msgid "However, if you wish to be able to select the tip product in a POS session, you must activate the **Available in POS** setting. To do so, click :guilabel:`Create and edit...` to open the product configuration form. Then, go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` checkbox, and click :guilabel:`Save & Close`." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:248 +msgid "To proceed with the order payment from the :ref:`POS interface `, follow these steps:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37 -msgid "When you create a product to use as a tip, leave the **product type** as :guilabel:`Consumable` to avoid unnecessary inventory movements." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:251 +msgid "Click :guilabel:`Payment`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39 -msgid "You can only select one tip product per POS, but you can choose a different one for each." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:252 +msgid "Select a :doc:`payment method `." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42 -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72 -msgid "Tip using an Adyen terminal" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:253 +msgid "Optionally, select a customer and send an invoice to them:" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44 -msgid "If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment terminal and wish to enable **tips** using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip settings `." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:255 +msgid "Click :icon:`fa-user` :guilabel:`Customer` to select or create a customer account." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49 -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79 -msgid "Tip after payment" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:256 +msgid "Enable :icon:`fa-file-text-o` :guilabel:`Invoice` to allow sending an invoice to the customer." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51 -msgid "If you use a POS system in a bar or a restaurant, you can enable :guilabel:`Add tip after payment (North America specific)`. Doing so generates a bill to print and complete manually by the customer and the waiter. That bill indicates the tip value the customer chooses to give after the payment." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:258 +#: ../../content/applications/sales/point_of_sale/restaurant.rst:312 +msgid "Click :guilabel:`Validate`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56 -msgid "To use this feature, the selected payment method must have a bank journal attributed." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:263 +msgid "Receipt printing" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 -msgid "Add tips" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:265 +msgid "To allow receipt printing, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and enable :guilabel:`Early Receipt Printing` under the :guilabel:`Restaurant Mode` section." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61 -msgid "To add tips to an order, :ref:`access the payment screen ` and click :guilabel:`♥ Tip`. Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and process the payment." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:268 +msgid "After a successful :ref:`order payment `, click :icon:`fa-print` :guilabel:`Print Full Receipt` to generate and print a bill." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:-1 -msgid "tip popup window" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:272 +msgid "If a printer is :doc:`configured and linked ` to a point of sale, the receipt is automatically printed upon payment confirmation." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67 -msgid "Alternatively, you can select the :ref:`tip product ` on the POS interface to add it to the cart. When selected, the product is automatically set as a tip, and its default value equals its **Sales Price**." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:276 +msgid ":doc:`/applications/sales/point_of_sale/receipts_invoices`" msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74 -msgid "During checkout, select **Adyen** as the payment terminal, and send the payment request to the device by clicking :guilabel:`Send`. The customers are asked to enter the desired tipping amount on the terminal's screen before proceeding to the payment." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:286 +msgid "To allow tipping in a POS, go to the :ref:`POS settings `, scroll down to the :guilabel:`Payment` section, enable :guilabel:`Tips`, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81 -msgid "At checkout, select a card payment method and click :guilabel:`Close Tab`. Doing so generates a bill to complete by the customer." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:290 +msgid "The :guilabel:`Add tip after payment` setting only works for a POS in the United States of America with an :doc:`Adyen ` or a :doc:`Stripe ` :ref:`payment terminal `." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:-1 -msgid "tipping bill after payment to complete by customers" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:293 +msgid "The :guilabel:`Add tip through payment terminal (Adyen)` setting only works with an :ref:`Adyen ` terminal." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87 -msgid "On the following screen, click the percentage (:guilabel:`15%`, :guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping amount the customer chose to give. Then, click :guilabel:`Settle` to move to the following order." +#: ../../content/applications/sales/point_of_sale/restaurant.rst:297 +msgid "Saving the :guilabel:`Tips` setting automatically fills the :guilabel:`Tip product` field with the preconfigured :guilabel:`[TIPS] Tips` product, which is only used for tips. When selecting another product in the :guilabel:`Tip product` field, the chosen product is no longer available on the :ref:`POS interface `." msgstr "" -#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:-1 -msgid "screen to select a tip amount to collect after payment" +#: ../../content/applications/sales/point_of_sale/restaurant.rst:301 +msgid "Choose only one tip product per POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:306 +msgid "Tip and payment" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:308 +msgid "To process a tip during :ref:`payment `, follow these steps:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:310 +msgid "Click :icon:`fa-heart` :guilabel:`Tip`, add the amount, then click :guilabel:`Ok`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:311 +msgid "Select a :doc:`payment method ` for the order and the tip." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:315 +msgid "If the order and the tip are paid using different payment methods, select a :doc:`payment method ` for the order, click :icon:`fa-heart` :guilabel:`Tip`, add the tip amount, and click :guilabel:`Ok`. Then, select a payment method for the tip and :guilabel:`Validate` the payment." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:321 +msgid "Tip after payment (US only)" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:323 +msgid "To allow tipping after payment for a POS in the United States of America, ensure the :guilabel:`Add tip after payment` setting is enabled in the :ref:`POS settings `. To process tips after payment, follow these steps:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:327 +msgid "On the :guilabel:`Payment` screen, select a :guilabel:`Card` payment method linked to a :doc:`Stripe ` or :doc:`Adyen ` terminal." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:330 +msgid "Click :guilabel:`Close Tab` and select the relevant option in the :guilabel:`Add a tip` screen:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:332 +msgid ":guilabel:`15%`, :guilabel:`20%`, or :guilabel:`25%`: Tip rates based on order total." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:333 +msgid ":guilabel:`No Tip`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:334 +msgid ":guilabel:`Tip Amount`: Enter the relevant amount in the field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/restaurant.rst:335 +msgid "Click :guilabel:`Settle` to validate." msgstr "" #: ../../content/applications/sales/point_of_sale/self_order.rst:3 @@ -10275,87 +10424,6 @@ msgstr "" msgid "You can also use a barcode scanner to log your employees. To do so, :ref:`restrict access ` to the POS and :ref:`use barcodes to log your employees in ` your POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5 -msgid "The **customer display** feature provides customers with real-time checkout updates on a secondary display." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:-1 -msgid "customer screen" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14 -msgid "Depending on your POS setup, the feature can be displayed :ref:`locally on a secondary screen `, :ref:`remotely on another device `, or :ref:`another monitor connected to an IoT Box `." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18 -msgid "To activate the feature, go to the POS settings, scroll down to the :guilabel:`Connected Devices` section, and tick the :guilabel:`Customer Display` checkbox." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:-1 -msgid "customer display setting checkbox" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27 -msgid "Local" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29 -msgid "Connect a second screen to your POS using an HDMI or USB-C cable, then," -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:32 -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:40 -msgid "Click the :icon:`fa-bars` icon (:guilabel:`hamburger menu`)." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:33 -msgid "Click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open a new window to drag and drop onto the second screen." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:36 -msgid "For POS terminals running the Odoo Android app with dual-screen support," -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:38 -msgid ":doc:`Activate the Point of Sale Mobile module <../../../general/apps_modules>` to enable the customer display." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:41 -msgid "Once installed, click the :icon:`fa-desktop` icon (:guilabel:`customer screen`) to open the customer display on the terminal's secondary screen." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:47 -msgid "Remote" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49 -msgid "Access your database from another device (any computer, tablet, or smartphone), go to the POS application, click the vertical ellipsis button (:guilabel:`⋮`) on a POS card, and then :guilabel:`Customer Display` to open the display remotely." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:54 -msgid "The two devices are not required to share the same network." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:59 -msgid "IoT system" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:61 -msgid "Connect an IoT box to your database and the second screen to the IoT box. Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the :guilabel:`Connected Devices` section, tick the :guilabel:`IoT Box` checkbox, and select the second monitor in the :guilabel:`Customer Display` field." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:-1 -msgid "iot setting to connect a customer display" -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:70 -msgid "Both devices need to be connected to the same local network." -msgstr "" - -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:73 -msgid ":doc:`../configuration/pos_iot`" -msgstr "" - #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 msgid "Sales orders" msgstr "" @@ -11819,6 +11887,10 @@ msgstr "" msgid "After a plan is approved, Odoo automatically tracks performance and calculates commissions based on the established parameters." msgstr "" +#: ../../content/applications/sales/sales/commissions.rst:157 +msgid ":doc:`Commissions <../../hr/payroll/commissions>`" +msgstr "" + #: ../../content/applications/sales/sales/gelato.rst:3 msgid "Gelato" msgstr "" @@ -18384,251 +18456,6 @@ msgstr "" msgid ":doc:`Payment providers and payment methods `" msgstr "" -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 -msgid "Automation rules" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5 -msgid "With subscriptions up-and-running, it is important to stay up-to-date with customers. It is efficient to use automation to avoid having to manually go through the list of subscribers to see how things are going. That is where Odoo's *automation rules* feature comes into play." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9 -msgid "The Odoo *Subscriptions* application allows users to set up automatic emails, create tasks for salespeople, and even send satisfaction surveys for subscribers to evaluate their experience." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:13 -msgid "Create automation rules" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:15 -msgid "To create an automated rule, start by navigating to :menuselection:`Subscriptions app --> Configuration --> Automation Rules`. This is where all the automation rules for subscriptions can be found." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:19 -msgid "The :guilabel:`Automation Rules` page shows each rule's :guilabel:`Name`, :guilabel:`Action To Do`, what the automated rule will :guilabel:`Trigger On`, and the :guilabel:`Company` to which the rule applies." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:23 -msgid "To view or modify any existing automation rule, simply click the desired rule from this page." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:26 -msgid "When modifying an existing automation rule, Odoo \"grays-out\" the :guilabel:`Action` section of the form, and provides the following warning: *Action data can not be updated to avoid unexpected behaviors. Create a new action instead.*" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30 -msgid "To create a new automation rule, click :guilabel:`New`." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:-1 -msgid "The Automation Rules page in the Odoo Subscriptions application." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:36 -msgid "Clicking :guilabel:`New` reveals a blank :guilabel:`Automation Rules` form with numerous fields to configure." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:-1 -msgid "A sample Automation Rules form in the Odoo Subscriptions application." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:44 -msgid "Automation rule form fields" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:46 -msgid ":guilabel:`Action Name`: title of the automated action rule." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:49 -msgid "Apply On section" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:51 -msgid "The :guilabel:`Apply On` section dictates which subscription orders/customers this automated action applies to." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54 -msgid ":guilabel:`MRR Between`: designate a range of monthly recurring revenue to target." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55 -msgid ":guilabel:`MRR Change More`: designate a change of monthly recurring revenue to target, in either percentage or unit of currency." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:57 -msgid ":guilabel:`Over`: choose a period of time over which the designated KPIs (Key Performance Indicators) are calculated." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:59 -msgid ":guilabel:`Rating Satisfaction`: designate satisfaction as :guilabel:`greater than` or :guilabel:`less than` a percentage." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:61 -msgid ":guilabel:`Status`: select the status of the subscriptions to be included in this automation rule. The options are: :guilabel:`Quotation`, :guilabel:`Quotation Sent`, :guilabel:`Sales Order`, and :guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:64 -msgid ":guilabel:`Stage goes from`: designate when the automation rule should be activated using two fields that represent two different stages of the subscription." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:66 -msgid ":guilabel:`Subscription Plans`: choose specific subscription plans to target with the automation rule." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68 -msgid ":guilabel:`Products`: select specific product(s) to target with the automation rule." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:69 -msgid ":guilabel:`Customers`: select specific customer(s) to target with the automation rule." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70 -msgid ":guilabel:`Company`: in a multi-company environment, select a specific company's subscription data to target with the automation rule." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:72 -msgid ":guilabel:`Sales Team`: select the data of specific sales team(s) to target with the automation rule." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76 -msgid "If any field is left blank, the rule applies to every subscription without that specific designation." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:80 -msgid "The number of subscriptions that match the configured criteria of the customized automation rule are displayed at the bottom of the :guilabel:`Apply On` field." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 -msgid "If that green subscriptions link is clicked, Odoo reveals a separate page showcasing all the subscriptions that meet that automation rule's criteria." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:87 -msgid "Action section" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89 -msgid "The :guilabel:`Action` section dictates what action occurs when an automated rule is triggered." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91 -msgid "In the :guilabel:`Action To Do` field, choose the action that will occur once the automated rule is triggered. When clicked, the following options become available on a drop-down menu:" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:94 -msgid ":guilabel:`Create next activity`: creates the next activity to occur, which is configured in the :guilabel:`Activity` section that appears at the bottom of the automation rule form." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:96 -msgid ":guilabel:`Send an email to the customer`: sends an email to the customer(s) who fit the specified criteria of the automation rule." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:98 -msgid ":guilabel:`Send an SMS Text Message to the customer`: sends an SMS message to the customer(s) who fit the specified criteria of the automation rule." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:100 -msgid ":guilabel:`Set Contract Health value`: set the health value of the subscription contract." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:102 -msgid "If :guilabel:`Send an email to the customer` is selected in the :guilabel:`Action To Do` field, the following field appears:" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:105 -msgid ":guilabel:`Email Template`: create (and edit) a new email template *or* select from a list of pre-configured email templates to send to the customer(s)." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:108 -msgid "If :guilabel:`Send an SMS Text Message to the customer` is selected in the :guilabel:`Action To Do` field, the following field appears:" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:111 -msgid ":guilabel:`SMS Template`: create (and edit) a new SMS template *or* select from a list of pre-configured SMS templates to send to the customer(s)." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:114 -msgid "If :guilabel:`Set Contract Health value` is selected in the :guilabel:`Action To Do` field, the following field appears:" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:117 -msgid ":guilabel:`Health`: designate the health of the subscription by choosing one of the following options: :guilabel:`Neutral`, :guilabel:`Good`, or :guilabel:`Bad`." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:120 -msgid "In the :guilabel:`Trigger On` field, decide whether the automated rule should be triggered on a :guilabel:`Modification` or :guilabel:`Timed Condition`." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:124 -msgid "A :guilabel:`Trigger Now` button appears at the top of the automation rule form *only* when a trigger has been configured for the rule." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:128 -msgid "When the :guilabel:`Trigger Now` button is clicked, Odoo will trigger the action on *all* linked subscriptions, regardless of possible timed conditions." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:132 -msgid "Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit :doc:`../../essentials/in_app_purchase`. For more information on sending SMS messages, visit :doc:`../../marketing/sms_marketing`." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:137 -msgid "If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` field, the following fields appear:" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:140 -msgid ":guilabel:`Trigger Date`: represents when the condition should be triggered. If left blank, the action is created upon subscription creation *and* updates." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:142 -msgid ":guilabel:`Delay After Trigger`: select a delayed amount of time (:guilabel:`Minutes`, :guilabel:`Hours`, :guilabel:`Days`, or :guilabel:`Months`) for Odoo to wait before triggering the configured action. If a negative number is entered, the \"delay\" will occur *before* the :guilabel:`Trigger Date`." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:148 -msgid "Activity section" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:150 -msgid "If :guilabel:`Create next activity` is selected in the :guilabel:`Action To Do` field, an :guilabel:`Activity` section appears at the bottom of the :guilabel:`Automation Rules` form." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:153 -msgid ":guilabel:`Activity Type`: select an pre-configured activity type from the drop-down menu." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:154 -msgid ":guilabel:`Title`: enter a custom title for the chosen activity." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:155 -msgid ":guilabel:`Note`: leave a note for the employee to whom the activity is assigned." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:156 -msgid ":guilabel:`Due Date In`: enter an amount of days within which the activity should be completed." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:157 -msgid ":guilabel:`Assign To`: choose to assign the specified activity to either: :guilabel:`Subscription Salesperson`, :guilabel:`Sales Team Leader`, or :guilabel:`Specific Users`." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:161 -msgid "If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` option, a new :guilabel:`Specific Users` field appears beneath it, where a specific employee(s) can be chosen as the assignee(s) for the configured activity." -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166 -#: ../../content/applications/sales/subscriptions/closing.rst:103 -#: ../../content/applications/sales/subscriptions/renewals.rst:128 -#: ../../content/applications/sales/subscriptions/reports.rst:403 -#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:195 -#: ../../content/applications/sales/subscriptions/upselling.rst:107 -msgid ":doc:`../subscriptions`" -msgstr "" - -#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:167 -msgid ":doc:`../../essentials/in_app_purchase`" -msgstr "" - #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close subscriptions" msgstr "" @@ -18737,6 +18564,14 @@ msgstr "" msgid "In addition, the specified :guilabel:`Close Reason` appears on the subscription order in the *Subscriptions* app in the backend (Administrator's view)." msgstr "" +#: ../../content/applications/sales/subscriptions/closing.rst:103 +#: ../../content/applications/sales/subscriptions/renewals.rst:128 +#: ../../content/applications/sales/subscriptions/reports.rst:403 +#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:195 +#: ../../content/applications/sales/subscriptions/upselling.rst:107 +msgid ":doc:`../subscriptions`" +msgstr "" + #: ../../content/applications/sales/subscriptions/ecommerce.rst:3 msgid "Subscriptions in the eCommerce shop" msgstr "" @@ -19698,10 +19533,6 @@ msgstr "" msgid "For example, if the next invoice date is July 1st, and the :guilabel:`Automatic Closing` is set to '30 Days', the scheduled action would close the subscription on August 1st." msgstr "" -#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:196 -msgid ":doc:`automatic_alerts`" -msgstr "" - #: ../../content/applications/sales/subscriptions/upselling.rst:3 #: ../../content/applications/sales/subscriptions/upselling.rst:44 msgid "Upsell subscriptions" diff --git a/locale/sources/services.pot b/locale/sources/services.pot index 8e9deda93..493ddec3a 100644 --- a/locale/sources/services.pot +++ b/locale/sources/services.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -321,7 +321,7 @@ msgid "Helpdesk" msgstr "" #: ../../content/applications/services/helpdesk.rst:8 -msgid "Odoo **Helpdesk** is a ticket-based customer support application. Multiple teams can be configured and managed in one dashboard, each with their own pipeline for tickets submitted by customers. Pipelines are organized in customizable stages that enable teams to track, prioritize, and solve customer issues quickly and efficiently." +msgid "Odoo **Helpdesk** is a ticket-based customer support application. Multiple teams can be configured and managed in one dashboard, each with their own pipeline for tickets submitted by customers. Pipelines are organized in customizable stages that enable teams to track, prioritize, and solve customer issues efficiently." msgstr "" #: ../../content/applications/services/helpdesk.rst:16 @@ -408,96 +408,116 @@ msgstr "" msgid "When tickets are received, they need to be assigned to a member of the team. This is done either manually on each individual ticket, or through :guilabel:`Automatic Assignment`. Check the :guilabel:`Automatic Assignment` checkbox to enable this feature for the team." msgstr "" +#: ../../content/applications/services/helpdesk.rst:94 +msgid "If an employee has time off scheduled in the **Time Off** application, they are **not** assigned tickets during that time. If no employees are currently available, the system looks ahead on the calendar until there is a match." +msgstr "" + #: ../../content/applications/services/helpdesk.rst:-1 msgid "View of a Helpdesk team settings page emphasizing the automatic assignment features in Odoo\n" "Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk.rst:97 +#: ../../content/applications/services/helpdesk.rst:103 +msgid "Assign tickets based on workload" +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:105 msgid "Select one of the following assignment methods, based on how the workload should be allocated across the team:" msgstr "" -#: ../../content/applications/services/helpdesk.rst:100 -msgid ":guilabel:`Each user is assigned an equal number of tickets`: Tickets are assigned to team members based on total ticket count, regardless of the number of open or closed tickets they are currently assigned." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:103 -msgid ":guilabel:`Each user has an equal number of open tickets`: Tickets are assigned to team members based on how many open tickets they are currently assigned." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:107 -msgid "When :guilabel:`Each user is assigned an equal number of tickets` is selected, the overall number of tickets assigned to team members is the same, but it does **not** consider the current workload." +#: ../../content/applications/services/helpdesk.rst:108 +msgid ":guilabel:`Each user is assigned an equal number of tickets`: Tickets are assigned to team members based on total unassigned ticket count, regardless of the number of open or closed tickets they are currently assigned." msgstr "" #: ../../content/applications/services/helpdesk.rst:111 -msgid "When :guilabel:`Each user has an equal number of open tickets` is selected, it ensures a balanced workload among team members, as it takes the current number of active tickets into account." +msgid ":guilabel:`Each user has an equal number of open tickets`: Tickets are assigned to team members based on how many open tickets they are currently assigned." msgstr "" -#: ../../content/applications/services/helpdesk.rst:114 -msgid "Finally, add the :guilabel:`Team Members` who are to be assigned tickets for this team. Leave the field empty to include all employees who have the proper assignments and access rights configured in their user account settings." +#: ../../content/applications/services/helpdesk.rst:115 +msgid "When :guilabel:`Each user is assigned an equal number of tickets` is selected, the overall number of tickets assigned to team members is the same, but it does **not** consider the current workload." msgstr "" #: ../../content/applications/services/helpdesk.rst:119 -msgid "If an employee has time off scheduled in the **Time Off** application, they are **not** assigned tickets during that time. If no employees are available, the system looks ahead until there is a match." +msgid "When :guilabel:`Each user has an equal number of open tickets` is selected, it ensures a balanced workload among team members, as it takes the current number of active tickets into account." msgstr "" -#: ../../content/applications/services/helpdesk.rst:124 -msgid ":ref:`Manage users `" +#: ../../content/applications/services/helpdesk.rst:122 +msgid "Add the :guilabel:`Team Members` who are to be assigned tickets for this team. Leave the field empty to include all employees who have the proper assignments and access rights configured in their user account settings." msgstr "" -#: ../../content/applications/services/helpdesk.rst:125 -msgid ":doc:`Access rights <../general/users/access_rights>`" +#: ../../content/applications/services/helpdesk.rst:127 +msgid "Assign tickets based on expertise" msgstr "" -#: ../../content/applications/services/helpdesk.rst:128 -msgid "Merge tickets" +#: ../../content/applications/services/helpdesk.rst:129 +msgid "To assign tickets to team members based on their expertise, and the associated tag on the tickets, select :guilabel:`Dispatch tickets based on tags` under :guilabel:`Automatic Assignment`. Then, click :guilabel:`Configure tags handled by team members`." msgstr "" -#: ../../content/applications/services/helpdesk.rst:130 -msgid "If duplicate tickets are found in **Helpdesk**, they can be combined into a single ticket using the *merge* feature." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:134 -msgid "The *merge* feature is **only** accessible if the :doc:`Data Cleaning <../productivity/data_cleaning>` application is installed on the database." +#: ../../content/applications/services/helpdesk.rst:133 +msgid "Click :guilabel:`New` to create a new :guilabel:`Ticket Tag`, such as `Pricing` or `IT`. Select one or more :guilabel:`Team Members` from the drop-down list. Click :guilabel:`Save` when finished." msgstr "" #: ../../content/applications/services/helpdesk.rst:137 -msgid "To merge two or more tickets, navigate to :menuselection:`Helpdesk app --> Tickets --> All Tickets`. Identify the tickets to be merged, and tick the checkbox at the far-left of each ticket to select them. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` from the drop-down menu. Doing so opens a new page where the selected tickets are listed with their :guilabel:`Similarity` rating. From here, click either :ref:`Merge ` to combine the tickets, or :guilabel:`DISCARD`." +msgid "If a ticket has no tag set, the ticket remains unassigned." msgstr "" -#: ../../content/applications/services/helpdesk.rst:145 -msgid "Convert tickets to opportunities" +#: ../../content/applications/services/helpdesk.rst:140 +msgid ":ref:`Manage users `" msgstr "" -#: ../../content/applications/services/helpdesk.rst:147 -msgid "Some tickets may be better handled by the sales team, rather than the support team. In this case, tickets can be converted to *opportunities* and assigned to a sales team for follow-up." +#: ../../content/applications/services/helpdesk.rst:141 +msgid ":doc:`Access rights <../general/users/access_rights>`" msgstr "" -#: ../../content/applications/services/helpdesk.rst:151 -msgid "This feature is **only** available if the :doc:`CRM <../sales/crm>` app is installed." +#: ../../content/applications/services/helpdesk.rst:144 +msgid "Merge tickets" +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:146 +msgid "If duplicate tickets are found in **Helpdesk**, they can be combined into a single ticket using the *merge* feature." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:150 +msgid "The *merge* feature is **only** accessible if the :doc:`Data Cleaning <../productivity/data_cleaning>` application is installed on the database." msgstr "" #: ../../content/applications/services/helpdesk.rst:153 -msgid "To convert a ticket to an opportunity, first navigate to a ticket, either from a team's pipeline, or by navigating to :menuselection:`Helpdesk app --> Tickets` and clicking a ticket to open it." +msgid "To merge two or more tickets, navigate to :menuselection:`Helpdesk app --> Tickets --> All Tickets`. Identify the tickets to be merged, and tick the checkbox at the far-left of each ticket to select them. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` from the drop-down menu. Doing so opens a new page where the selected tickets are listed with their :guilabel:`Similarity` rating. From here, click either :ref:`Merge ` to combine the tickets, or :guilabel:`DISCARD`." msgstr "" -#: ../../content/applications/services/helpdesk.rst:156 -msgid "At the top of the ticket, click the :guilabel:`Convert to Opportunity` button." +#: ../../content/applications/services/helpdesk.rst:161 +msgid "Convert tickets to opportunities" msgstr "" -#: ../../content/applications/services/helpdesk.rst:159 -msgid "If :doc:`leads <../sales/crm/acquire_leads/convert>` are enabled on the **CRM** app, tickets are converted to *leads*, and the button reads :guilabel:`Convert to Lead`." +#: ../../content/applications/services/helpdesk.rst:163 +msgid "Some tickets may be better handled by the sales team, rather than the support team. In this case, tickets can be converted to *opportunities* and assigned to a sales team for follow-up." msgstr "" -#: ../../content/applications/services/helpdesk.rst:162 -msgid "This opens the :guilabel:`Convert to Opportunity` pop-up. Fill in or select the following information on the pop-up:" -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:165 -msgid ":guilabel:`Customer`: Select whether to :guilabel:`Create a new customer`, :guilabel:`Link to an existing customer`, or :guilabel:`Do not link to a customer`. If :guilabel:`Link to a customer` is chosen, select the appropriate customer name from the :guilabel:`Customer` drop-down." +#: ../../content/applications/services/helpdesk.rst:167 +msgid "This feature is **only** available if the :doc:`CRM <../sales/crm>` app is installed." msgstr "" #: ../../content/applications/services/helpdesk.rst:169 +msgid "To convert a ticket to an opportunity, first navigate to a ticket, either from a team's pipeline, or by navigating to :menuselection:`Helpdesk app --> Tickets` and clicking a ticket to open it." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:172 +msgid "At the top of the ticket, click the :guilabel:`Convert to Opportunity` button." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:175 +msgid "If :doc:`leads <../sales/crm/acquire_leads/convert>` are enabled on the **CRM** app, tickets are converted to *leads*, and the button reads :guilabel:`Convert to Lead`." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:178 +msgid "This opens the :guilabel:`Convert to Opportunity` pop-up. Fill in or select the following information on the pop-up:" +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:181 +msgid ":guilabel:`Customer`: Select whether to :guilabel:`Create a new customer`, :guilabel:`Link to an existing customer`, or :guilabel:`Do not link to a customer`. If :guilabel:`Link to a customer` is chosen, select the appropriate customer name from the :guilabel:`Customer` drop-down." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:185 msgid ":guilabel:`Sales Team`: Specify which :guilabel:`Sales Team` and :guilabel:`Salesperson` this created opportunity is assigned to." msgstr "" @@ -505,15 +525,15 @@ msgstr "" msgid "The convert to opportunity pop-up window." msgstr "" -#: ../../content/applications/services/helpdesk.rst:175 +#: ../../content/applications/services/helpdesk.rst:191 msgid "After completing the form, click :guilabel:`Convert to Opportunity`. Doing so creates a new opportunity in the **CRM** app. The original ticket is linked in the chatter of the new opportunity for traceability." msgstr "" -#: ../../content/applications/services/helpdesk.rst:180 +#: ../../content/applications/services/helpdesk.rst:196 msgid "After the ticket is converted to an opportunity, the ticket is archived." msgstr "" -#: ../../content/applications/services/helpdesk.rst:183 +#: ../../content/applications/services/helpdesk.rst:199 msgid "`Odoo Tutorials: Helpdesk `_" msgstr "" diff --git a/locale/sources/studio.pot b/locale/sources/studio.pot index d60cbe7fc..ccfbdc233 100644 --- a/locale/sources/studio.pot +++ b/locale/sources/studio.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -21,7 +21,7 @@ msgid "Studio" msgstr "" #: ../../content/applications/studio.rst:18 -msgid "**Odoo Studio** is a toolbox used to customize Odoo without coding knowledge. For example, in any app, add or modify:" +msgid "**Studio** is a toolbox used to customize Odoo without coding knowledge. For example, in any app, add or modify:" msgstr "" #: ../../content/applications/studio.rst:21 @@ -61,30 +61,14 @@ msgid "Learn how to :doc:`build an app from scratch msgstr "" #: ../../content/applications/studio.rst:34 -msgid "To access **Studio**, navigate to the app and model you want to modify, then click the :icon:`oi-studio` (:guilabel:`Toggle Studio`) icon. Alternatively, with any app open, click the :icon:`oi-studio` (:guilabel:`Toggle Studio`) icon and navigate to the relevant app and model." +msgid "To access Studio, navigate to the app and model you want to modify, then click the :icon:`oi-studio` (:guilabel:`Toggle Studio`) icon, or vice versa." msgstr "" -#: ../../content/applications/studio.rst:38 +#: ../../content/applications/studio.rst:37 msgid "To close **Studio**, click :guilabel:`Close` in the upper-right corner." msgstr "" -#: ../../content/applications/studio.rst:41 -msgid "Installing **Studio** in an Odoo database on the *Standard* pricing plan automatically triggers an upsell to the *Custom* pricing plan." -msgstr "" - -#: ../../content/applications/studio.rst:44 -msgid "**For yearly or multi-year contracts**: An upsell order is created with a 30-day limit." -msgstr "" - -#: ../../content/applications/studio.rst:45 -msgid "**For monthly contracts**: The subscription automatically switches to the *Custom* plan and the new rate is applied when the next bill is generated." -msgstr "" - -#: ../../content/applications/studio.rst:48 -msgid "For more information, refer to `Odoo's pricing page `_ or contact your account manager." -msgstr "" - -#: ../../content/applications/studio.rst:52 +#: ../../content/applications/studio.rst:40 msgid "`Odoo Tutorials: Studio `_" msgstr "" @@ -225,340 +209,262 @@ msgid "Automation rules" msgstr "" #: ../../content/applications/studio/automated_actions.rst:7 -msgid "Automation rules allow the execution of one or more predefined actions in response to a specific trigger, e.g., create an activity when a field is set to a specific value, or archive a record 7 days after its last update." +msgid "Automation rules are used to trigger automatic changes based on user actions (e.g., apply a modification when a field is set to a specific value), email events, time conditions (e.g., archive a record 7 days after its last update), or external events." msgstr "" #: ../../content/applications/studio/automated_actions.rst:11 -msgid "When creating an automation rule, :ref:`domain filters ` allow you to add conditions that must be met for the automation rule to run, e.g., the opportunity must be assigned to a specific salesperson, or the state of the record must not be :guilabel:`Draft`." +msgid "To create an automation rule with Studio, proceed as follows:" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:16 -msgid "To create an automation rule with **Odoo Studio**, proceed as follows:" -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:18 +#: ../../content/applications/studio/automated_actions.rst:13 msgid ":ref:`Open Studio ` and click :guilabel:`Automations`, then :guilabel:`New`." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:19 -msgid "Give the automation rule a clear, meaningful name that identifies its purpose." +#: ../../content/applications/studio/automated_actions.rst:14 +msgid "Select the :ref:`studio/automated-actions/trigger` and, if necessary, fill in the fields that appear on the screen based on the chosen trigger." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:20 -msgid "Select the :ref:`trigger ` and, if necessary, fill in the fields that appear on the screen based on the chosen trigger." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:22 +#: ../../content/applications/studio/automated_actions.rst:16 msgid "Click :guilabel:`Add an action`, then select the :guilabel:`Type` of :ref:`action ` and fill in the fields that appear on the screen based on your selected action." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:25 +#: ../../content/applications/studio/automated_actions.rst:19 msgid "Click :guilabel:`Save & Close` or :guilabel:`Save & New`." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:29 -msgid "To ensure follow-up on less satisfied clients, this automation rule creates an activity 3 months after a sales order is created for clients with a satisfaction percentage lower than 30%." -msgstr "" - #: ../../content/applications/studio/automated_actions.rst:0 -msgid "Example of an automation rule on the Subscription model" +msgid "Example of an automated action on the Subscription model" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:37 -msgid "Use the :guilabel:`Notes` tab to document the purpose and functioning of automation rules. This makes rules easier to maintain and facilitates collaboration between users." +#: ../../content/applications/studio/automated_actions.rst:27 +msgid "To modify the :doc:`model ` of the automation rule, switch models before clicking :guilabel:`Automations` in Studio, or :ref:`activate the developer mode `, create or edit an automation rule, and select the :guilabel:`Model` in the :guilabel:`Automation Rules` form." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:39 -msgid "To modify the :doc:`model ` targeted by the automation rule, switch models before clicking :guilabel:`Automations` in Studio, or :ref:`activate developer mode `, create or edit an automation rule, and select the :guilabel:`Model` in the :guilabel:`Automation Rules` form." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:43 -msgid "Automation rules can be created from any kanban stage by clicking the :icon:`fa-cog` :guilabel:`(Settings)` icon that appears when hovering over the kanban stage name, then selecting :guilabel:`Automations`. In this case, the :guilabel:`Trigger` is set to :guilabel:`Stage is set to` by default, but it can be changed if necessary." +#: ../../content/applications/studio/automated_actions.rst:31 +msgid "You can also create automation rules from any kanban stage by clicking the gear icon (:guilabel:`⚙` ) next to the kanban stage name, then selecting :guilabel:`Automations`. In this case, the :guilabel:`Trigger` is set to :guilabel:`Stage is set to` by default, but you can change it if necessary." msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Create automations from a kanban stage" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:54 +#: ../../content/applications/studio/automated_actions.rst:42 msgid "Trigger" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:56 -msgid "The :guilabel:`Trigger` is used to define what kind of event needs to occur for the automation rule to run. The available triggers depend on the :doc:`model `. Five trigger categories are available overall:" +#: ../../content/applications/studio/automated_actions.rst:44 +msgid "The :guilabel:`Trigger` is used to define when the automation rule should be applied. The available triggers depend on the :doc:`model `. Five trigger categories are available overall:" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:60 -msgid ":ref:`studio/automated-actions/trigger-values-updated`" +#: ../../content/applications/studio/automated_actions.rst:48 +msgid ":ref:`studio/automated-actions/trigger/values-updated`" +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:49 +msgid ":ref:`studio/automated-actions/trigger/email-events`" +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:50 +msgid ":ref:`studio/automated-actions/trigger/values-timing-conditions`" +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:51 +msgid ":ref:`studio/automated-actions/trigger/custom`" +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:52 +msgid ":ref:`studio/automated-actions/trigger/external`" +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:55 +msgid "You can also define a :guilabel:`Before Update Domain` to specify the conditions that must be met *before* the automation rule is triggered. In contrast, the conditions defined using the :ref:`Extra Conditions ` and :ref:`Apply on ` filters are checked *during* the execution of the automation rule." msgstr "" #: ../../content/applications/studio/automated_actions.rst:61 -msgid ":ref:`studio/automated-actions/trigger-email-events`" +msgid "To define a :guilabel:`Before Update Domain`, :ref:`activate the developer mode `, create or edit an automation rule, click :guilabel:`Edit Domain`, then click :guilabel:`New Rule`." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:62 -msgid ":ref:`studio/automated-actions/trigger-timing-conditions`" -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:63 -msgid ":ref:`studio/automated-actions/trigger-custom`" -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:64 -msgid ":ref:`studio/automated-actions/trigger-external`" -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:69 -msgid "Adding conditions" -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:71 -msgid "Domain filters allow you to determine the records an automation rule should target or exclude. Efficient filtering enhances overall performance as it avoids unnecessary processing on records that are not impacted by the rule." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:76 -msgid ":ref:`Activate developer mode ` before creating an automation rule to have the most flexibility in adding domain filters." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:79 -msgid "Depending on the trigger chosen, it is possible to define one or more conditions a record must meet *before* and/or *after* a trigger occurs." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:82 -msgid "The :guilabel:`Before Update Domain` defines the conditions a record must meet *before* the trigger event occurs, e.g., the record must have `Type = Customer Invoice` and `Status = Posted`." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:85 -msgid "With :ref:`developer mode activated `, click :guilabel:`Edit Domain`, if available, then :guilabel:`New Rule`." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:88 -msgid ":guilabel:`Extra Conditions`, or in some cases :guilabel:`Apply on` filters, define the conditions a record must meet *after* the trigger event occurs, e.g., the customer invoice must have `Payment Status = Partially Paid`." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:92 -msgid "With :ref:`developer mode activated ` if needed, click :guilabel:`Add conditions` or :guilabel:`Edit Domain`, as relevant, then :guilabel:`New Rule`." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:95 -msgid "When a :ref:`trigger ` occurs, e.g., the payment status of a posted customer invoice is updated, the automation rule checks the defined conditions and only executes the :ref:`action ` if the record matches those conditions." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:100 -msgid "If the automated action should be executed when an email address is set for the first time (in contrast to modifying an email address) on an existing contact that is an individual rather than a company, use `Email is not set` and `Is a Company is not set` as the :guilabel:`Before Update Domain` and `Email is set` as the :guilabel:`Apply on` domain." +#: ../../content/applications/studio/automated_actions.rst:65 +msgid "For example, if you want the automated action to happen when an email address is set on a contact that did not have an address before (in contrast to modifying their existing address), define the :guilabel:`Before Update Domain` to :guilabel:`Email is not set`, and the :guilabel:`Apply on` domain to :guilabel:`Email is set`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of a trigger with a Before Update Domain" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:109 -msgid "The :guilabel:`Before Update Domain` is not checked upon the creation of a record." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:114 +#: ../../content/applications/studio/automated_actions.rst:76 msgid "Values Updated" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:116 -msgid "Trigger automated actions when specific changes happen in the database. The triggers available in this category depend on the model and are based on common changes, such as adding a specific tag (e.g., to a task) or setting a field's value (e.g., setting the :guilabel:`User` field)." +#: ../../content/applications/studio/automated_actions.rst:78 +msgid "The triggers available in this category depend on the model and are based on common field changes, such as adding a specific tag (e.g., to a task) or setting the :guilabel:`User` field. Select the trigger, then select a value if required." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:120 -msgid "Select the trigger, then select a value if required." +#: ../../content/applications/studio/automated_actions.rst:-1 +msgid "Example of a Values Updated trigger" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:125 +#: ../../content/applications/studio/automated_actions.rst:88 msgid "Email Events" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:127 +#: ../../content/applications/studio/automated_actions.rst:90 msgid "Trigger automated actions upon receiving or sending emails." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:132 +#: ../../content/applications/studio/automated_actions.rst:95 msgid "Timing Conditions" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:134 -msgid "Trigger automated actions at a point in time relative to a date field or to the creation or update of a record. The following triggers are available:" +#: ../../content/applications/studio/automated_actions.rst:97 +msgid "Trigger automated actions based on a date field. The following triggers are available:" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:137 -msgid ":guilabel:`Based on date field`: The action is triggered a defined period of time before or after the date of the selected date field." +#: ../../content/applications/studio/automated_actions.rst:99 +msgid ":guilabel:`Based on date field`: Select the field to be used next to the :guilabel:`Delay` field." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:139 -msgid ":guilabel:`After creation`: The action is triggered a defined period of time after a record is created and saved." +#: ../../content/applications/studio/automated_actions.rst:100 +msgid ":guilabel:`After creation`: The action is triggered when a record is created and saved." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:141 -msgid ":guilabel:`After last update`: The action is triggered a defined period of time after an existing record is edited and saved." +#: ../../content/applications/studio/automated_actions.rst:101 +msgid ":guilabel:`After last update`: The action is triggered when an existing record is edited and saved." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:144 +#: ../../content/applications/studio/automated_actions.rst:104 msgid "You can then define:" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:146 -msgid "a :guilabel:`Delay`: Specify the number of minutes, hours, days, or months. To have an action executed before the trigger date, specify a negative number. If you selected the :guilabel:`Based on date field` trigger, you must also select the date field to be used to determine the delay." +#: ../../content/applications/studio/automated_actions.rst:106 +msgid "a :guilabel:`Delay`: Specify the number of minutes, hours, days, or months. To trigger the action before the trigger date, specify a negative number. If you selected the :guilabel:`Based on date field` trigger, you must also select the date field to be used to determine the delay." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:151 -msgid "By default, the scheduler checks for time-triggered automation rules every 240 minutes, or 4 hours. This frequency is generally sufficient for delays such as 3 months after the order date or 7 days after the last update." +#: ../../content/applications/studio/automated_actions.rst:109 +msgid ":guilabel:`Extra Conditions`: Click :guilabel:`Add condition`, then specify the conditions to be met to trigger the automation rule. Click :guilabel:`New Rule` to add another condition." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:155 -msgid "For delays of less than the equivalent of 2400 minutes, or 40 hours, the system recalculates the frequency of this check to ensure that more granular delays, e.g., 1 hour before the event start date and time, or 30 minutes after creation, can be respected as closely as possible." +#: ../../content/applications/studio/automated_actions.rst:112 +msgid "The action is triggered when the delay is reached and the conditions are met." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:159 -msgid "An on-screen message indicates the possible delay after the scheduled triggering of the rule." +#: ../../content/applications/studio/automated_actions.rst:115 +msgid "If you want to send a reminder email 30 minutes before the start of a calendar event, select the :guilabel:`Start (Calendar Event)` under :guilabel:`Trigger Date` and set the :guilabel:`Delay` to **-30** :guilabel:`Minutes`." msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 -msgid "Message about possible delay after scheduled execution" -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:164 -msgid "To view or manually edit the frequency of the scheduler, with :ref:`developer mode activated `, go to :menuselection:`Settings --> Technical --> Scheduled Actions` to see all scheduled actions for your database." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:168 -msgid "Enter `Automation` in the search bar, then, in the list of results, click :guilabel:`Automation Rules: check and execute`. If desired, update the value of the :guilabel:`Execute Every` field. Click :guilabel:`Run Manually` at any time to manually trigger this scheduled action." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:172 -msgid ":guilabel:`Extra Conditions`: Click :guilabel:`Add condition`, then specify the conditions to be met for the automation rule to run. Click :guilabel:`New Rule` to add another condition." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:175 -msgid "The action is executed when the delay is reached and the conditions are met." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:178 -msgid "To send a reminder email 30 minutes *before* the start of a calendar event, select :guilabel:`Start (Calendar Event)` as the date field for the :guilabel:`Trigger` and set the :guilabel:`Delay` to `-30` :guilabel:`Minutes`." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:0 -#: ../../content/applications/studio/automated_actions.rst:-1 msgid "Example of a Based on date field trigger" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:188 +#: ../../content/applications/studio/automated_actions.rst:123 +msgid "By default, the scheduler checks for trigger dates every 4 hours, meaning lower granularity in time-based automations may not always be honored." +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:129 msgid "Custom" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:190 +#: ../../content/applications/studio/automated_actions.rst:131 msgid "Trigger automated actions:" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:192 -msgid ":guilabel:`On save`: when a record is saved." +#: ../../content/applications/studio/automated_actions.rst:133 +msgid ":guilabel:`On save`: When the record is saved;" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:193 -msgid ":guilabel:`On deletion`: when a record is deleted." +#: ../../content/applications/studio/automated_actions.rst:134 +msgid ":guilabel:`On deletion`: When a record is deleted;" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:194 -msgid ":guilabel:`On UI change`: when a field's value is changed on the :ref:`Form view `, even before the record is saved." +#: ../../content/applications/studio/automated_actions.rst:135 +msgid ":guilabel:`On UI change`: When a field's value is changed on the :ref:`Form view `, even before saving the record." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:197 +#: ../../content/applications/studio/automated_actions.rst:138 msgid "For the :guilabel:`On save` and :guilabel:`On UI change` triggers, you **must** then select the field(s) to be used to trigger the automation rule in the :guilabel:`When updating` field." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:201 +#: ../../content/applications/studio/automated_actions.rst:142 msgid "If no field is selected in the :guilabel:`When updating` field, the automated action may be executed multiple times per record." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:204 +#: ../../content/applications/studio/automated_actions.rst:145 msgid "Optionally, you can also define additional conditions to be met to trigger the automation rule in the :guilabel:`Apply on` field." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:208 -msgid "To trigger an automated action *upon* the creation of a record, e.g., when a new contact is created, select the :ref:`On save ` trigger and use `ID is not set` as the :guilabel:`Before Update Domain` and `ID is set` as the :guilabel:`Apply on` domain. Make sure the correct field is selected in the :guilabel:`When updating` field." +#: ../../content/applications/studio/automated_actions.rst:149 +msgid "The :guilabel:`On UI change` trigger can only be used with the :ref:`studio/automated-actions/action/python-code` action and only works when a modification is made manually. The action is not executed if the field is changed through another automation rule." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:214 -msgid "When a new contact is saved, it is automatically assigned a database ID, thereby triggering the automation rule." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:0 -msgid "Example of a triggering an action upon creation of a record" -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:221 -msgid "The :guilabel:`On UI change` trigger can only be used with the :ref:`Execute Code ` action and only works when a modification is made manually. The action is not executed if the field is changed through another automation rule." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:228 +#: ../../content/applications/studio/automated_actions.rst:157 msgid "External" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:230 -msgid "Trigger automated actions based on a specific event in an external system or application using a :doc:`webhook `." +#: ../../content/applications/studio/automated_actions.rst:159 +msgid "Trigger automated actions based on an external event using a webhook. A webhook is a method of communication between two systems where the source system sends an HTTP(S) request to a destination system based on a specific event. It usually includes a data payload containing information about the event that occurred." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:233 -msgid "After the webhook is configured in Odoo, where the webhook's URL is generated and the target record defined, it needs to be implemented in the external system." +#: ../../content/applications/studio/automated_actions.rst:164 +msgid "To configure the :guilabel:`On webhook` trigger, copy the :guilabel:`URL` generated by Odoo into the destination system (i.e., the system receiving the request). Then, in the :guilabel:`Target Record` field, enter the code to run to define the record(s) to be updated using the automation rule." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:237 -#: ../../content/applications/studio/automated_actions/webhooks.rst:6 -msgid "It is *highly recommended* to consult with a developer, solution architect, or another technical role when deciding to use webhooks and throughout the implementation process. If not properly configured, webhooks may disrupt the Odoo database and can take time to revert." +#: ../../content/applications/studio/automated_actions.rst:169 +msgid "The URL must be treated as **confidential**; sharing it online or without caution could potentially expose your system to malicious parties. Click the :guilabel:`Rotate Secret` button to change the URL's secret if necessary." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:245 -msgid "It is also possible to set up an automated action that :ref:`sends data to a external system's webhook ` when an event occurs in your Odoo database." +#: ../../content/applications/studio/automated_actions.rst:174 +msgid "The code defined by default in the :guilabel:`Target Record` field works for webhooks coming from another Odoo database. It is used to determine the record(s) to be updated using the information in the payload." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:249 -msgid ":doc:`Webhook documentation `" +#: ../../content/applications/studio/automated_actions.rst:177 +msgid "If you wish to use the webhook's content for a purpose other than to find the record(s) (e.g., *create* a record), your only option is to use an :ref:`studio/automated-actions/action/python-code` action. In this case, the :guilabel:`Target record` field must contain any valid code, but its result doesn't have any effect on the automated action itself." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:254 +#: ../../content/applications/studio/automated_actions.rst:181 +msgid "The webhook content is available in the server action context as a `payload` variable (i.e., a dictionary that contains the GET parameters or POST JSON body of the incoming request)." +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:184 +msgid "You can also choose to :guilabel:`Log Calls` to record the payloads received, e.g., to make sure the data sent by the source system matches the expected format and content. This also helps identify and diagnose any issues that may arise. To access the logs, click the :guilabel:`Logs` smart button at the top of the :guilabel:`Automation rules` form." +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:190 +msgid ":doc:`automated_actions/webhooks`" +msgstr "" + +#: ../../content/applications/studio/automated_actions.rst:195 msgid "Actions" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:256 -msgid "Once you have defined the automation rule's :ref:`trigger `, click :guilabel:`Add an action` in the :guilabel:`Actions To Do` tab to define the action to be executed." +#: ../../content/applications/studio/automated_actions.rst:197 +msgid "Once you have defined the automation rule's :ref:`trigger `, click :guilabel:`Add an action` to define the action to be executed." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:260 -msgid "You can define multiple actions for the same automation rule. By default, actions are executed in the order in which they were defined." +#: ../../content/applications/studio/automated_actions.rst:201 +msgid "You can define multiple actions for the same trigger/automation rule. The actions are executed in the order they are defined. This means, for example, that if you define an :guilabel:`Update record` action and then a :guilabel:`Send email` action, the email uses the updated values. However, if the :guilabel:`Send email` action is defined before the :guilabel:`Update record` action, the email uses the values set *before* the update action is run." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:263 -msgid "This means, for example, that if you define an :guilabel:`Update record` action and then a :guilabel:`Send email` action where the email references the field that was updated, the email uses the updated values. However, if the :guilabel:`Send email` action is defined before the :guilabel:`Update record` action, the email uses the values set *before* the record is updated." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:268 -msgid "To change the order of defined actions, click the :icon:`oi-draggable` :guilabel:`(drag handle)` icon beside an action and drag it to the desired position." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:274 +#: ../../content/applications/studio/automated_actions.rst:211 msgid "Update Record" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:276 -msgid "This action updates one of the record's (related) fields. Click the :guilabel:`Update` field and, in the list that opens, select or search for the field to be updated. If needed, click the :icon:`oi-chevron-right` :guilabel:`(right arrow)` next to the field name to access the list of related fields." +#: ../../content/applications/studio/automated_actions.rst:213 +msgid "This action allows to update one of the record's (related) fields. Click the :guilabel:`Update` field and, in the list that opens, select or search for the field to be updated; click the right arrow next to the field name to access the list of related fields if needed." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:281 +#: ../../content/applications/studio/automated_actions.rst:217 msgid "If you selected a :ref:`many2many field `, choose whether the field must be updated by :guilabel:`Adding`, :guilabel:`Removing`, or :guilabel:`Setting it to` the selected value or by :guilabel:`Clearing it`." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:286 -msgid "If you want the automated action to remove a tag from the customer record, set the :guilabel:`Update` field to :guilabel:`Customer > Tags`, select :guilabel:`by Removing`, then select the tag." +#: ../../content/applications/studio/automated_actions.rst:222 +msgid "If you want the automated action to remove a tag from the customer record, set the :guilabel:`Update` field to :guilabel:`Customer > Tags`, select :guilabel:`By Removing`, then select the tag." msgstr "" #: ../../content/applications/studio/automated_actions.rst:0 msgid "Example of an Update Record action" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:294 +#: ../../content/applications/studio/automated_actions.rst:230 msgid "Alternatively, you can also set a record's field dynamically using Python code. To do so, select :guilabel:`Compute` instead of :guilabel:`Update`, then enter the code to be used for computing the field's value. For example, if you want the automation rule to compute a custom :ref:`datetime field ` when a task's priority is set to `High` (by starring the task), you can define the trigger :guilabel:`Priority is set to` to `High` and define the :guilabel:`Update Record` action as follows:" msgstr "" @@ -566,23 +472,23 @@ msgstr "" msgid "Compute a custom datetime field using a Python expression" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:307 +#: ../../content/applications/studio/automated_actions.rst:241 msgid "Create Activity" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:309 +#: ../../content/applications/studio/automated_actions.rst:243 msgid "This action is used to schedule a new activity linked to the record. Select an :guilabel:`Activity Type`, enter a :guilabel:`Title` and description, then specify when you want the activity to be scheduled in the :guilabel:`Due Date In` field, and select a :guilabel:`User type`:" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:313 -msgid "To always assign the activity to the same user, select :guilabel:`Specific User`, then add the user in the :guilabel:`Responsible` field;" +#: ../../content/applications/studio/automated_actions.rst:247 +msgid "To always assign the activity to the same user, select :guilabel:`Specific User` and add the user in the :guilabel:`Responsible` field;" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:315 +#: ../../content/applications/studio/automated_actions.rst:249 msgid "To target a user linked to the record dynamically, select :guilabel:`Dynamic User (based on record)` and change the :guilabel:`User Field` if necessary." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:319 +#: ../../content/applications/studio/automated_actions.rst:253 msgid "After a lead is turned into an opportunity, you want the automated action to set up a call for the user responsible for the lead. To do so, set the :guilabel:`Activity Type` to :guilabel:`Call` and the :guilabel:`User Type` to :guilabel:`Dynamic User (based on record)`." msgstr "" @@ -590,163 +496,151 @@ msgstr "" msgid "Example of a Create Activity action" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:329 +#: ../../content/applications/studio/automated_actions.rst:261 msgid "Send Email and Send SMS" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:331 +#: ../../content/applications/studio/automated_actions.rst:263 msgid "These actions are used to send an email or a text message to a contact linked to a specific record. To do so, select or create an :guilabel:`Email Template` or an :guilabel:`SMS Template`, then, in the :guilabel:`Send Email As` or :guilabel:`Send SMS As` field, choose how you want to send the email or text message:" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:336 +#: ../../content/applications/studio/automated_actions.rst:268 msgid ":guilabel:`Email`: to send the message as an email to the recipients of the :guilabel:`Email Template`." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:338 +#: ../../content/applications/studio/automated_actions.rst:270 msgid ":guilabel:`Message`: to post the message on the record and notify the record's followers." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:339 +#: ../../content/applications/studio/automated_actions.rst:271 msgid ":guilabel:`Note`: to send the message as an internal note visible to internal users in the chatter." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:341 +#: ../../content/applications/studio/automated_actions.rst:273 msgid ":guilabel:`SMS (without note)`: to send the message as a text message to the recipients of the :guilabel:`SMS template`." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:343 +#: ../../content/applications/studio/automated_actions.rst:275 msgid ":guilabel:`SMS (with note)`: to send the message as a text message to the recipients of the :guilabel:`SMS template` and post it as an internal note in the chatter." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:345 +#: ../../content/applications/studio/automated_actions.rst:277 msgid ":guilabel:`Note only`: to only post the message as an internal note in the chatter." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:350 +#: ../../content/applications/studio/automated_actions.rst:282 msgid "Send WhatsApp" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:353 +#: ../../content/applications/studio/automated_actions.rst:285 msgid "To automate the sending of WhatsApp messages, one or more :ref:`WhatsApp templates ` must be created." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:356 -msgid "This action is used to send a WhatsApp message to a contact linked to a specific record. To do so, select the appropriate :guilabel:`WhatsApp Template` from the dropdown menu." +#: ../../content/applications/studio/automated_actions.rst:288 +msgid "This action is used to send a WhatsApp message to a contact linked to a specific record. To do so, select the appropriate :guilabel:`WhatsApp Template` from the drop-down menu." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:362 +#: ../../content/applications/studio/automated_actions.rst:294 msgid "Add Followers and Remove Followers" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:364 -msgid "This action is used to subscribe/unsubscribe existing contacts to/from the record." +#: ../../content/applications/studio/automated_actions.rst:296 +msgid "Use these actions to (un)subscribe existing contacts to/from the record." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:369 +#: ../../content/applications/studio/automated_actions.rst:299 msgid "Create Record" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:371 +#: ../../content/applications/studio/automated_actions.rst:301 msgid "This action is used to create a new record on any model." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:373 +#: ../../content/applications/studio/automated_actions.rst:303 msgid "Select the required model in the :guilabel:`Record to Create` field; it contains the current model by default. Specify a :guilabel:`Name` for the record, and then, if you want to create the record on another model, select a field in the :guilabel:`Link Field` field to link the record that triggered the creation of the new record." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:379 +#: ../../content/applications/studio/automated_actions.rst:309 msgid "The dropdown list related to the :guilabel:`Link Field` field only contains :ref:`one2many fields ` existing on the current model that are linked to a :ref:`many2one field ` on the target model." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:384 -msgid "You can create another automation rule with :ref:`studio/automated-actions/action-update-record` actions to update the fields of the new record if necessary. For example, you can use a :guilabel:`Create Record` action to create a new project task and then assign it to a specific user using an :guilabel:`Update Record` action." +#: ../../content/applications/studio/automated_actions.rst:314 +msgid "You can create another automation rule with :ref:`studio/automated-actions/action/update-record` actions to update the fields of the new record if necessary. For example, you can use a :guilabel:`Create Record` action to create a new project task and then assign it to a specific user using an :guilabel:`Update Record` action." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:392 +#: ../../content/applications/studio/automated_actions.rst:322 msgid "Execute Code" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:395 -msgid "For automation rules that require the execution of :ref:`custom code `, note that maintenance of custom code is not included in the *Standard* or *Custom* pricing plans and incurs :ref:`additional fees `." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:400 +#: ../../content/applications/studio/automated_actions.rst:324 msgid "This action is used to execute Python code. You can write your code into the :guilabel:`Code` tab using the following variables:" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:403 +#: ../../content/applications/studio/automated_actions.rst:327 msgid "`env`: environment on which the action is triggered" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:404 +#: ../../content/applications/studio/automated_actions.rst:328 msgid "`model`: model of the record on which the action is triggered; is a void recordset" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:405 +#: ../../content/applications/studio/automated_actions.rst:329 msgid "`record`: record on which the action is triggered; may be void" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:406 +#: ../../content/applications/studio/automated_actions.rst:330 msgid "`records`: recordset of all records on which the action is triggered in multi-mode; this may be left empty" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:408 +#: ../../content/applications/studio/automated_actions.rst:332 msgid "`time`, `datetime`, `dateutil`, `timezone`: useful Python libraries" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:409 +#: ../../content/applications/studio/automated_actions.rst:333 msgid "`float_compare`: utility function to compare floats based on specific precision" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:410 +#: ../../content/applications/studio/automated_actions.rst:334 msgid "`log(message, level='info')`: logging function to record debug information in ir.logging table" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:412 +#: ../../content/applications/studio/automated_actions.rst:336 msgid "`_logger.info(message)`: logger to emit messages in server logs" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:413 +#: ../../content/applications/studio/automated_actions.rst:337 msgid "`UserError`: exception class for raising user-facing warning messages" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:414 +#: ../../content/applications/studio/automated_actions.rst:338 msgid "`Command`: x2many commands namespace" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:415 +#: ../../content/applications/studio/automated_actions.rst:339 msgid "`action = {...}`: to return an action" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:418 +#: ../../content/applications/studio/automated_actions.rst:342 msgid "The available variables are described both in the :guilabel:`Code` and :guilabel:`Help` tabs." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:421 -msgid ":doc:`Odoo's ORM capabilities <../../developer/reference/backend/orm>`" -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:426 +#: ../../content/applications/studio/automated_actions.rst:347 msgid "Send Webhook Notification" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:428 -msgid "This action is used to send a `POST` API request with the values of the selected :guilabel:`Fields` to the webhook URL specified in the :guilabel:`URL` field." +#: ../../content/applications/studio/automated_actions.rst:349 +msgid "This action allows to send a POST request with the values of the :guilabel:`Fields` to the URL specified in the :guilabel:`URL` field." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:431 +#: ../../content/applications/studio/automated_actions.rst:352 msgid "The :guilabel:`Sample Payload` provides a preview of the data included in the request using a random record's data or dummy data if no record is available." msgstr "" -#: ../../content/applications/studio/automated_actions.rst:435 -msgid "It is also possible to set up an automated action that :doc:`uses a webhook to receive data from an external system ` when a predefined event occurs in that system." -msgstr "" - -#: ../../content/applications/studio/automated_actions.rst:441 +#: ../../content/applications/studio/automated_actions.rst:358 msgid "Execute Existing Actions" msgstr "" -#: ../../content/applications/studio/automated_actions.rst:443 +#: ../../content/applications/studio/automated_actions.rst:360 msgid "The action is used to trigger multiple actions (linked to the current model) at the same time. To do so, click on :guilabel:`Add a line`, then, in the :guilabel:`Add: Child Actions` pop-up, select an existing action or click :guilabel:`New` to create a new one." msgstr "" @@ -754,298 +648,237 @@ msgstr "" msgid "Webhooks" msgstr "" +#: ../../content/applications/studio/automated_actions/webhooks.rst:6 +msgid "It is *highly recommended* to consult with a developer, solution architect, or another technical role when deciding to use webhooks and throughout the implementation process. If not properly configured, webhooks may disrupt the Odoo database and can take time to revert." +msgstr "" + #: ../../content/applications/studio/automated_actions/webhooks.rst:10 -msgid "Webhooks, which can be created in **Odoo Studio**, allow you to automate an action in your Odoo database when a specific event occurs in another, external system." +msgid "Webhooks, which can be created in **Studio**, are automation rules triggered by external events via user-defined HTTP callbacks. When an external system sends data to an Odoo webhook's URL (the \"trigger\") with a data file (the \"payload\"), Odoo responds with a predefined action in the database." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:13 -msgid "In practice, this works as follows: when the event occurs in the external system, a data file (the \"payload\") is sent to the Odoo webhook's URL via a `POST` API request, and a predefined action is performed in your Odoo database." +#: ../../content/applications/studio/automated_actions/webhooks.rst:14 +msgid "Unlike scheduled actions or manual API calls, webhooks enable real-time communication and automation. For example, if a sales order is confirmed in an external POS system, a webhook can instantly update Odoo's inventory, ensuring system synchronization." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:17 -msgid "Unlike scheduled actions, which run at predefined intervals, or manual API requests, which need to be explicitly invoked, webhooks enable real-time, event-driven communication and automation. For example, you can set up a webhook to have your Odoo inventory data updated automatically when a sales order is confirmed in an external point-of-sale system." +#: ../../content/applications/studio/automated_actions/webhooks.rst:19 +msgid "This article covers creating a webhook that *takes in* data from an external source. However, an automated action that :ref:`sends an API call to an external webhook ` can also be created." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:22 -msgid "Setting up a webhook in Odoo requires no coding when connecting two Odoo databases, but :ref:`testing a webhook ` requires an external tool. :ref:`Custom target records or actions ` may require programming skills." +#: ../../content/applications/studio/automated_actions/webhooks.rst:24 +msgid "Create a webhook in Studio" msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:28 -msgid "This article covers creating a webhook that *receives* data from an external source. However, it is also possible to create an automated action that :ref:`sends data to an external webhook ` when a change occurs in your Odoo database." +#: ../../content/applications/studio/automated_actions/webhooks.rst:26 +msgid "Webhooks are configured in **Studio**, and their setup is split between their :ref:`trigger ` and their :ref:`actions `." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:35 -msgid "Create a webhook in Odoo" +#: ../../content/applications/studio/automated_actions/webhooks.rst:30 +msgid "Setting up a webhook in Odoo requires no coding when connecting Odoo databases, but testing requires an external tool like `Postman `_. :ref:`Custom target records or actions ` may require programming skills." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:38 -msgid "Before implementing a webhook in a live database, configure and test it using a :ref:`duplicate database ` to ensure the webhook performs as intended." +#: ../../content/applications/studio/automated_actions/webhooks.rst:33 +msgid ":ref:`Activate developer mode ` to modify the model targeted by the webhook (e.g., sales orders or contact information) and to find the model's technical name (which may be required for proper payload configuration)." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:40 +#: ../../content/applications/studio/automated_actions/webhooks.rst:127 +#: ../../content/applications/studio/automated_actions/webhooks.rst:208 +msgid "Set the webhook's trigger" msgstr "" #: ../../content/applications/studio/automated_actions/webhooks.rst:42 -msgid ":ref:`Activating developer mode ` before creating up a webhook gives greater flexibility in selecting the :doc:`model <../models_modules_apps>` the automation rule targets. It also allows you to find the technical name of the model and fields, which may be needed to configure the payload." +msgid "To create a webhook with **Studio**, :ref:`open Studio `, click :guilabel:`Webhooks`, then :guilabel:`New`. From here, name the webhook, modify the webhook's model (the kind of database entry to be targeted) if needed, and toggle whether calls made to the webhook URL should be logged (which would track the webhook's call history for troubleshooting)." msgstr "" #: ../../content/applications/studio/automated_actions/webhooks.rst:47 -msgid "To find a model's technical name, with developer mode activated, hover over the model name and then click :icon:`fa-arrow-right` :guilabel:`(Internal link)`. The technical name can be found in the :guilabel:`Model` field. For example, a sales order webhook uses the *Sales Order* model, but the technical name `sale.order` is used in the payload." +msgid "The webhook's URL is automatically generated. This is the URL that should be used for testing the webhook and connecting it to the external system that will send updates to the database." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:52 -msgid "To create a webhook in **Studio**, proceed as follows:" -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:54 -msgid ":ref:`Open Studio ` and click :guilabel:`Webhooks`, then :guilabel:`New`." +#: ../../content/applications/studio/automated_actions/webhooks.rst:51 +msgid "The webhook's URL is **confidential** and should be treated with care. Sharing it online or without caution can provide unintended access to the Odoo database. Click :guilabel:`Rotate Secret` to change the URL if needed." msgstr "" #: ../../content/applications/studio/automated_actions/webhooks.rst:55 -msgid "Give the webhook a clear, meaningful name that identifies its purpose." +msgid "Finally, if the system sending the webhook is not Odoo, adjust the :guilabel:`Target Record` actions to look for the JSON record that is included in the API call's payload when the call is made to the webhook's URL. If the system sending the webhook is an Odoo database, then make sure that the `id` and `model` appear in the payload." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:56 -msgid "If needed, and provided developer mode is activated, select the appropriate :guilabel:`Model` from the dropdown. If developer mode is not activated, the automation rule targets the current model by default." +#: ../../content/applications/studio/automated_actions/webhooks.rst:61 +msgid "Although the :guilabel:`Model` is set in Odoo, it is the model's technical name that must be included in the payload. Hover over the model name, then click the :icon:`fa-arrow-right` :guilabel:`(Internal link)` icon to find this technical name in the :guilabel:`Model` field. For example, a sales order webhook uses the *Sales Order* model, but the technical name `sale.order` is used in the payload." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:60 -msgid "The webhook's URL is automatically generated, but can be changed if needed by clicking :guilabel:`Rotate Secret`. This is the URL that should be used when implementing the webhook in the external system that will send updates to the database." +#: ../../content/applications/studio/automated_actions/webhooks.rst:68 +msgid "When creating a record in the Odoo database, the target record's default format should not be used. Instead, use `model.browse(i)` or `model.search(i)`." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:65 -msgid "The URL is **confidential** and should be treated with care. Sharing it online or without caution can provide unintended access to the Odoo database. If the URL is updated after the initial implementation, make sure to update it in the external system." +#: ../../content/applications/studio/automated_actions/webhooks.rst:74 +#: ../../content/applications/studio/automated_actions/webhooks.rst:149 +#: ../../content/applications/studio/automated_actions/webhooks.rst:220 +msgid "Set the webhook's action" msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:69 -msgid "If desired, enable :guilabel:`Log Calls` to track the history of API requests made to the webhook's URL, e.g., for troubleshooting purposes." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:72 -msgid "If the system sending the webhook is not Odoo, adjust the :guilabel:`Target Record` code to look for the JSON record included in the payload when the API request is made to the webhook's URL. If the system sending the webhook is an Odoo database, ensure that the `id` and `model` appear in the payload." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:77 -msgid "If the webhook is used to create records in the Odoo database, use `model.browse(i)` or `model.search(i)` instead of the default :guilabel:`Target Record` format." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:80 -msgid "Click :guilabel:`Add an action` in the :guilabel:`Actions To Do` tab to define the :ref:`actions ` to be executed." +#: ../../content/applications/studio/automated_actions/webhooks.rst:76 +msgid "To set a webhook's action while configuring a webhook, click :guilabel:`Add an action` under the :guilabel:`Actions To Do` tab. Click the action's :guilabel:`Type` and set the fields as needed." msgstr "" #: ../../content/applications/studio/automated_actions/webhooks.rst:82 -msgid "Before implementing the webhook in the external system, :ref:`test ` it to ensure it works as intended." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:86 -msgid "Webhooks can also be created via the :guilabel:`Automations` menu in **Studio** by selecting the trigger :guilabel:`On webhook`." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:88 -msgid "To access the history of API requests if :guilabel:`Log Calls` has been enabled, click the :guilabel:`Logs` smart button at the top of the :guilabel:`Automation rules` form." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:90 -msgid "If the purpose of the webhook is anything other than to update an existing record, e.g., to create a new record, the :guilabel:`Execute Code` action must be chosen." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:96 -msgid "Test a webhook" -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:98 -msgid "Testing a webhook requires a test payload and an external tool or system, like `Postman `_, to send the payload via a `POST` API request. This section presents the steps to test a webhook in Postman." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:103 -msgid "See the :ref:`webhook use cases section ` for step-by-step explanations of how to test webhooks using test payloads." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:105 -msgid "To get specific help with testing a webhook with Postman, contact their support team." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:107 -msgid "In Postman, create a new HTTP request and set its method to :guilabel:`POST`." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:108 -msgid "Copy the webhook's URL from your Odoo database using the :icon:`fa-link` :guilabel:`(link)` icon and paste it into the URL field in Postman." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:110 -#: ../../content/applications/studio/automated_actions/webhooks.rst:192 -#: ../../content/applications/studio/automated_actions/webhooks.rst:267 -msgid "Click the :guilabel:`Body` tab and select :guilabel:`raw`." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:111 -msgid "Set the file type to :guilabel:`JSON`, then copy the code from the test payload and paste it into the code editor." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:113 -#: ../../content/applications/studio/automated_actions/webhooks.rst:206 -#: ../../content/applications/studio/automated_actions/webhooks.rst:281 -msgid "Click :guilabel:`Send`." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:117 -msgid "In the :guilabel:`Response` viewer at the bottom of the screen in Postman, details, including a HTTP response code, indicate whether or not the webhook is functioning correctly." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:120 -msgid "A `200 OK` or `status: ok` message indicates that the webhook is functioning properly on Odoo's side. From here, implementation can begin with the other system to automatically send the API requests to the Odoo webhook's URL." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:124 -msgid "If any other response is returned, the number associated with it helps to identify the problem. For example, a `500 Internal Server Error` message means that Odoo could not interpret the call properly. In this case, ensure the fields found in the JSON file are properly mapped in the webhook's configuration and in the system sending the test call." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:130 -msgid "Turning on call logging in the webhook's configuration in Odoo provides error logs if the webhook is not functioning as intended." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:134 -msgid "Implement a webhook in an external system" -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:136 -msgid "When the webhook has been successfully created in Odoo and tested, implement it in the system that sends data to the Odoo database, making sure the `POST` API requests are sent to the webhook's URL." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:142 -msgid "Webhook use cases" -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:144 -msgid "Below are two examples of how to use webhooks in Odoo. A test payload is provided for each example, and can be found in the section on testing the webhook. `Postman `_ is used to send the test payload." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:149 -msgid "Update a sales order's currency" -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:151 -msgid "This webhook updates a sales order in the **Sales** app to `USD` when the external system sends a `POST` API request to the webhook's URL that includes that sales order number (which is identified by the payload's `id` record)." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:155 -msgid "This could be useful for subsidiaries outside the United States with a mother company located inside the United States or during mergers when consolidating data into one Odoo database." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:159 -#: ../../content/applications/studio/automated_actions/webhooks.rst:221 -msgid "Create the webhook" -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:161 -#: ../../content/applications/studio/automated_actions/webhooks.rst:223 -msgid "To create this webhook, proceed as follows:" -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:163 -msgid "Open the **Sales** app, then :ref:`open Studio ` and click :guilabel:`Webhooks`. The *Sales Order* model is selected by default." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:165 -#: ../../content/applications/studio/automated_actions/webhooks.rst:227 -msgid "Click :guilabel:`New`. The :guilabel:`Trigger` is set to :guilabel:`On webhook` by default." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:166 -msgid "Set the :guilabel:`Target Record` to `model.env[payload.get('model')].browse(int(payload.get('id')))`, where:" -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:169 -msgid "`payload.get('model')` retrieves the value associated with the `model` key in the payload, i.e., `sale.order`, which is the technical name of the *Sales Order* model." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:171 -msgid "`payload.get('id')` retrieves the value associated with the `id` key in the payload, i.e., the number of the target sales order in your Odoo database with the `S` and leading zeros removed." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:174 -msgid "`int` converts the retrieved id to an integer (i.e., a whole number) because the method `browse()` can only be used with an integer." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:177 -#: ../../content/applications/studio/automated_actions/webhooks.rst:231 -msgid "Click :guilabel:`Add an action`." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:178 -msgid "In the :guilabel:`Type` section, click :guilabel:`Update Record`." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:179 -msgid "In the :guilabel:`Action details` section, select :guilabel:`Update`, choose the field :guilabel:`Currency`, and select :guilabel:`USD`." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:181 -#: ../../content/applications/studio/automated_actions/webhooks.rst:256 -msgid "Click :guilabel:`Save & Close`." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:184 -#: ../../content/applications/studio/automated_actions/webhooks.rst:259 +#: ../../content/applications/studio/automated_actions/webhooks.rst:164 +#: ../../content/applications/studio/automated_actions/webhooks.rst:254 msgid "Test the webhook" msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:186 -#: ../../content/applications/studio/automated_actions/webhooks.rst:261 -msgid "To test this webhook, proceed as follows:" +#: ../../content/applications/studio/automated_actions/webhooks.rst:85 +msgid "Testing the webhook requires the webhook to be set up, a test payload to send to the webhook, and an external tool or system to send the payload through a `POST` API request. Consider using a tool like `Postman `_ so less technical skills are required." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:188 -msgid "With `Postman `_ open, create a new HTTP request and set its method to :guilabel:`POST`." +#: ../../content/applications/studio/automated_actions/webhooks.rst:89 +msgid "If a message saying `200 OK` or `status: ok` gets returned during testing, then the webhook is functioning properly on Odoo's side. From here, implementation can begin with the other tool to automatically send those webhook calls into Odoo using the webhook's URL." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:93 +msgid "If any other responses are returned, the number sent in the response helps to identify the problem. For example, a `500 Internal Server Error` means that Odoo could not interpret the call properly. If this gets returned, ensure the fields found in the JSON file are properly mapped in the webhook's configuration and in the system sending the test call. Turning on call logging in the webhook's configuration provides error logs if the webhook is not functioning as intended." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:100 +msgid "Implement the webhook" +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:102 +msgid "Once the webhook is fully configured, begin connecting it to the system that sends data to the Odoo database through this webhook. Make sure that the API calls are sent to the webhook's URL when setting that system up." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:109 +msgid "Webhook use cases" +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:111 +msgid "Below are two examples of how to use webhooks in Odoo. These webhooks require external tools (which are listed with the example)." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:115 +msgid "Consult with a developer, solution architect, or another technical role when deciding to implement webhooks. If not properly configured, webhooks may disrupt the Odoo database and can take time to revert." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:120 +msgid "Update a sales order's currency" +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:122 +msgid "This webhook updates a sales order in the **Sales** app to USD. It useful for subsidiaries outside the United States with a mother company located inside the United States or during mergers when consolidating data into one Odoo database." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:129 +msgid "To set up this webhook, open the **Sales** app. Then, :ref:`set the trigger ` so the :guilabel:`Model` is set to `Sales Order`. Also, set the :guilabel:`Target Record` to `model.env[payload.get('model')].browse(int(payload.get('id')))`. This is broken down below." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:134 +msgid "**model**: what gets updated in Odoo (in this case, sales orders). This matches the :guilabel:`Model` set earlier." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:136 +msgid "**env**: where the action takes place. In this case, it is Odoo." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:137 +msgid "**payload**: what is sent to the webhook's URL. This contains the information that updates the sales order." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:139 +msgid "**get('model')**: tells the webhook what database record to look at. In this case, the webhook retrieves (`get`) the data tied to a specific `model`. In this example, this is the Sales Order model." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:142 +msgid "**browse**: tells the webhook to look in the `model` (Sales Order) set by the payload for what to update." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:144 +msgid "**int**: turns the target into an `integer` (a whole number). This is important in case some words (a `string`) or a decimal number is included in the payload's target record." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:146 +msgid "**get('id')**: identifies the sales order number that is being updated in Odoo." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:151 +msgid "After setting the trigger, set the webhook's action by clicking :guilabel:`Add an action`. For the :guilabel:`Type`, click :guilabel:`Update Record`. Then, select `Update`, choose the field `Currency`, and select `USD` to have the currency field updated to USD. Finally, click :guilabel:`Save & Close`." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:157 +#: ../../content/applications/studio/automated_actions/webhooks.rst:248 +msgid "Webhook setup summary" +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:159 +msgid "To summarize what is set up, the webhook targets sales orders, identified by their sales order number, and updates their currency to `USD` when a POST request is sent to the webhook's URL that includes that sales order number (which is identified by the payload's `id` record)." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:166 +#: ../../content/applications/studio/automated_actions/webhooks.rst:256 +msgid "Test the webhook's setup to make sure everything is correct. This process uses a tool called `Postman `_ to send the simulated trigger." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:169 +#: ../../content/applications/studio/automated_actions/webhooks.rst:259 +msgid "This section walks through the steps to test this webhook in Postman, but does not offer help if there's an issue within that tool. To get specific help with Postman, contact their support team." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:172 +msgid "Once Postman is open, create a new :guilabel:`HTTP` request and set its method to :guilabel:`POST`. Next, copy the webhook's URL that is being tested and paste it into the URL field in Postman. After that, click the :guilabel:`Body` tab and select the :guilabel:`raw` option. Set the file type to :guilabel:`JSON`, then copy this code and paste it into the file." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:184 +msgid "From here, choose a sales order to test the webhook on. If it is not possible to test in a live Odoo database, consider creating a demo database with a sample sales order and the webhook that was configured. Replace `SALES ORDER NUMBER` with the sales order's number without the `S` or any zeros before the number. For example, a sales order with the number `S00007` should be entered as `7` in Postman. Finally, click :guilabel:`Send` in Postman." msgstr "" #: ../../content/applications/studio/automated_actions/webhooks.rst:190 -#: ../../content/applications/studio/automated_actions/webhooks.rst:265 -msgid "Copy the URL of the Odoo webhook using the :icon:`fa-link` :guilabel:`(link)` icon and paste it into the URL field in Postman." +msgid "If a message saying `200 OK` or `status: ok` gets returned, then the webhook is functioning properly on Odoo's side. The test sales order's currency is updated. From here, implementation can begin with the other tool to automatically send those webhook calls into Odoo using the webhook's URL." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:193 -#: ../../content/applications/studio/automated_actions/webhooks.rst:268 -msgid "Set the file type to :guilabel:`JSON`, then copy this code, i.e., the payload, and paste it into the code editor:" +#: ../../content/applications/studio/automated_actions/webhooks.rst:194 +msgid "If any other responses are returned, the number associated with them helps to identify the problem. For example, a `500 Internal Server Error` means that Odoo could not interpret the call properly. If this gets returned, ensure the `model` and `id` fields are properly mapped in the webhook's configuration and in Postman." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:203 -msgid "In your Odoo database, choose a sales order to test the webhook on. In the pasted code, replace `SALES ORDER NUMBER` with the sales order's number without the `S` or any zeros before the number. For example, a sales order with the number `S00007` should be entered as `7` in Postman." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:207 -#: ../../content/applications/studio/automated_actions/webhooks.rst:282 -msgid "Consult the :ref:`Response viewer ` in Postman to determine whether or not the webhook is functioning properly. If a message other than `200 OK` or `status: ok` is returned, the number associated with the message helps to identify the problem." -msgstr "" - -#: ../../content/applications/studio/automated_actions/webhooks.rst:214 +#: ../../content/applications/studio/automated_actions/webhooks.rst:202 msgid "Create a new contact" msgstr "" +#: ../../content/applications/studio/automated_actions/webhooks.rst:204 +msgid "This webhook uses custom code to create a new contact in an Odoo database. This could be helpful for automatically creating new vendors or customers." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:210 +msgid "To set up this webhook, open the **Contacts** app. Then, :ref:`set the trigger ` so the :guilabel:`Model` is set to `Contact`. Also, set the :guilabel:`Target Record` to `model.browse([2])`. This is broken down below." +msgstr "" + +#: ../../content/applications/studio/automated_actions/webhooks.rst:214 +msgid "**model**: what gets updated in Odoo (in this case, a contact). This matches the :guilabel:`Model` set earlier." +msgstr "" + #: ../../content/applications/studio/automated_actions/webhooks.rst:216 -msgid "This webhook uses custom code to create a new contact in an Odoo database when the external system sends a `POST` API request to the webhook's URL that includes the contact's information. This could be helpful for automatically creating new vendors or customers." +msgid "**browse**: tells the webhook to look in the `model` (the contacts) set by the payload for what to create." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:225 -msgid "Open the **Contacts** app, then :ref:`open Studio ` and click :guilabel:`Webhooks`. The *Contact* model is selected by default." +#: ../../content/applications/studio/automated_actions/webhooks.rst:222 +msgid "After setting the trigger, set the webhook's action by clicking :guilabel:`Add an action`. For the :guilabel:`Type`, click :guilabel:`Execute Code`, then set the :guilabel:`code` to the sample code below. Finally, click :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:228 -msgid "Set the :guilabel:`Target Record` to `model.browse([2])`. This is essentially a placeholder as the code in the automated action tells the webhook what needs to be retrieved from the payload and in which model the record needs to be created." +#: ../../content/applications/studio/automated_actions/webhooks.rst:250 +msgid "To summarize what is set up, the webhook creates a contact when an API call is sent to the webhook's URL that includes the contact's information." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:232 -msgid "In the :guilabel:`Type` section, click :guilabel:`Execute Code`." +#: ../../content/applications/studio/automated_actions/webhooks.rst:262 +msgid "Once Postman is open, create a new request, and set its method to :guilabel:`POST`. Next, copy the webhook's URL that is being tested and paste it into the URL field in Postman. After that, click the :guilabel:`Body` tab and click :guilabel:`raw`. Set the file type to :guilabel:`JSON`, then copy this code and paste it into the file." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:233 -msgid "Copy this code and paste it into the code editor in the :guilabel:`Code` tab of the :guilabel:`Action details` section:" +#: ../../content/applications/studio/automated_actions/webhooks.rst:275 +msgid "Replace the fields above with a new contact's information in Postman, and then click :guilabel:`Send`." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:263 -msgid "In `Postman `_, create a new HTTP request and set its method to :guilabel:`POST`." +#: ../../content/applications/studio/automated_actions/webhooks.rst:278 +msgid "If a message saying `200 OK` or `status: ok` gets returned, then the webhook is functioning properly on Odoo's side. The new test contact appears in the **Contacts** app. From here, implementation can begin with the other tool to automatically send those webhook calls into Odoo using the webhook's URL." msgstr "" -#: ../../content/applications/studio/automated_actions/webhooks.rst:279 -msgid "In the pasted code, replace the `CONTACT NAME`, `CONTACTEMAIL@EMAIL.COM`, and `CONTACT PHONE NUMBER` with a new contact's information." +#: ../../content/applications/studio/automated_actions/webhooks.rst:283 +msgid "If any other responses are returned, the number associated with them helps to identify the problem. For example, a `500 Internal Server Error` means that Odoo could not interpret the call properly. If this gets returned, ensure the fields found in the JSON file are properly mapped in the webhook's configuration and in Postman." msgstr "" #: ../../content/applications/studio/fields.rst:3 @@ -1649,26 +1482,30 @@ msgid ":guilabel:`Warning for future dates`: Enable this property to display a w msgstr "" #: ../../content/applications/studio/fields.rst:553 -msgid ":guilabel:`Condensed display`: Enable this property to show days, months and hours with no leading zeros, e.g., `4/2/2025 8:05:00` instead of `04/02/2025 08:05:00`." +msgid ":guilabel:`Date format`: By default the date will be shown as `Apr 2, 2025, 08:05 AM`. Enable this property to show the date in the format `4/2/2025 08:05:00`. The numeric mode is the format set on the current language. In this mode the seconds are always shown." msgstr "" -#: ../../content/applications/studio/fields.rst:555 +#: ../../content/applications/studio/fields.rst:557 +msgid ":guilabel:`Show date`: This property is enabled by default for :guilabel:`Date & Time` fields. Disable this property to show only the time." +msgstr "" + +#: ../../content/applications/studio/fields.rst:559 msgid ":guilabel:`Show time`: This property is enabled by default for :guilabel:`Date & Time` fields. On a read-only field, disable the property to show only the date. This can keep a list view less cluttered, for example." msgstr "" -#: ../../content/applications/studio/fields.rst:558 -msgid ":guilabel:`Show seconds`: This property is enabled by default for :guilabel:`Date & Time` fields. Disable the property to show only hours and minutes." +#: ../../content/applications/studio/fields.rst:562 +msgid ":guilabel:`Show seconds`: This property is disabled by default for :guilabel:`Date & Time` fields. Enable the property to show the seconds." msgstr "" -#: ../../content/applications/studio/fields.rst:560 +#: ../../content/applications/studio/fields.rst:564 msgid ":guilabel:`Time interval`: Enter a value to determine the minute intervals shown in the time selector. For example, enter 15 to allow quarter-hour intervals. The default value is set to 5 minutes." msgstr "" -#: ../../content/applications/studio/fields.rst:563 +#: ../../content/applications/studio/fields.rst:567 msgid ":guilabel:`Earliest accepted date`: Enter the earliest date that can be selected in the date selector in ISO-format, i.e., `YYYY-MM-DD`. If the current date is always the earliest accepted date, enter `today`. On the date selector, dates prior to the earliest accepted date are grayed out." msgstr "" -#: ../../content/applications/studio/fields.rst:567 +#: ../../content/applications/studio/fields.rst:571 msgid ":guilabel:`Latest accepted date`: Enter the latest date that can be selected in the date selector in ISO-format, i.e., `YYYY-MM-DD`. If the current date is always the latest accepted date, enter `today`. On the date selector, dates later than the latest accepted date are grayed out." msgstr "" @@ -2536,8 +2373,7 @@ msgid "To structure a form, drag and drop the :guilabel:`Tabs and Columns` eleme msgstr "" #: ../../content/applications/studio/views.rst:46 -#: ../../content/applications/studio/views.rst:139 -msgid "To prevent users from creating, editing, or deleting records, untick :guilabel:`Can Create`, :guilabel:`Can Edit`, or :guilabel:`Can Delete`." +msgid "To prevent users from creating, editing, deleting or duplicating records, untick :guilabel:`Can Create`, :guilabel:`Can Edit`, :guilabel:`Can Delete` or :guilabel:`Can Duplicate`." msgstr "" #: ../../content/applications/studio/views.rst:48 @@ -2643,6 +2479,10 @@ msgstr "" msgid "The :guilabel:`List` :icon:`oi-view-list` view is used to overview many records at once, look for records, and edit simple records." msgstr "" +#: ../../content/applications/studio/views.rst:139 +msgid "To prevent users from creating, editing, deleting or duplicating records, untick :guilabel:`Can Create`, :guilabel:`Can Edit`, :guilabel:`Can Delete`, or :guilabel:`Can Duplicate`." +msgstr "" + #: ../../content/applications/studio/views.rst:141 msgid "To create and edit records directly within the view, select either :guilabel:`Add record at the bottom`, :guilabel:`Add record on top` or :guilabel:`Open form view` under :guilabel:`When Creating Record`." msgstr "" diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index 6c3227bf8..2d54f8442 100644 --- a/locale/sources/websites.pot +++ b/locale/sources/websites.pot @@ -6,9 +6,9 @@ #, fuzzy msgid "" msgstr "" -"Project-Id-Version: Odoo 18.0\n" +"Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-08-18 08:33+0000\n" +"POT-Creation-Date: 2025-09-30 10:33+0200\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -239,6 +239,8 @@ msgstr "" #: ../../content/applications/websites/ecommerce.rst:20 #: ../../content/applications/websites/website.rst:52 +#: ../../content/applications/websites/website/structure.rst:37 +#: ../../content/applications/websites/website/web_design.rst:42 msgid "`Odoo Tutorials: Website `_" msgstr "" @@ -649,6 +651,150 @@ msgstr "" msgid "If you own multiple websites, you can make customer accounts available across **all** websites. Then, the customer only needs one account. To do so, go to :menuselection:`Website --> Configuration --> Settings --> Privacy section`, and enable :guilabel:`Shared Customer Accounts`." msgstr "" +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:3 +msgid "Google Merchant Center" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:5 +msgid "Google Merchant Center is a tool that allows ecommerce retailers to manage and submit product data to Google. It serves as a central hub to upload and maintain product details, such as images, prices, and descriptions so that products can appear across Google's platforms." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:10 +msgid "Google Merchant Center is only available for physical products and does not support services." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:13 +msgid "We recommend using the tool alongside other Google services, such as :doc:`Google Search Console <../website/configuration/google_search_console>`, :ref:`Google Analytics ` or :ref:`Google Tag Manager ` to obtain detailed reports on product listing issues, improve marketing strategies, increase your products' online visibility, and enhance the overall sales performance." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:20 +msgid "Google Merchant Center setup" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:22 +msgid "To connect your ecommerce with the :abbr:`GMC (Google Merchant Center)` platform, proceed as follows:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:25 +msgid "Create or sign in to a Google account using the following link: ``_." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:27 +msgid "Indicate that you sell products online, and enter :guilabel:`Your store's website`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:28 +msgid "Click :guilabel:`Continue`, then click :guilabel:`Continue to Merchant Center`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:29 +msgid "Enter your business details by adding the :guilabel:`Business name` and the :guilabel:`Registered country`, then click the :guilabel:`Continue to Merchant Center` button twice." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:32 +msgid "Add the relevant information and click :guilabel:`Continue`, or click :guilabel:`Do it later` to skip this step for now." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:34 +msgid "Go to the :guilabel:`Business info` tab in the left menu, and click :guilabel:`Confirm online store`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:36 +msgid "`Verify your website's ownership `_ in one of the following ways:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:39 +msgid "Via :ref:`HTML tag ` or :ref:`HTML file `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:41 +msgid "Via :ref:`Google Tag Manager `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:42 +msgid "Via :ref:`Google Analytics `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:45 +msgid "You can also verify your website's ownership from Google Merchant Center's dashboard by navigating to :menuselection:`Settings --> Business Info` in the left menu." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:48 +msgid "Return to :abbr:`GMC (Google Merchant Center)`, click :guilabel:`Verify your online store`, and :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:52 +msgid "`Google Merchant Center Help `_" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:55 +msgid "Linking Odoo to GMC" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:58 +msgid "To activate the :abbr:`GMC (Google Merchant Center)` integration in your Odoo database, at least one :ref:`pricelist ` must be assigned to your website." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:61 +msgid "Navigate to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`SEO - Search Engine Optimization` section, and enable :guilabel:`Google Merchant Center Data Source`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:64 +msgid "Click the :guilabel:`Copy file link`, then :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:67 +msgid "By enabling the :guilabel:`Google Merchant Center Data Source` option, your website will generate a dynamic `/gmc.xml` feed containing essential product information and availability. This feed can be :ref:`customized ` to include multiple languages and pricelists, ensuring your products are displayed correctly for different regions and audiences." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:73 +msgid "Go to the :abbr:`GMC (Google Merchant Center)` dashboard, navigate to the :menuselection:`Your business --> Products` tab in the left menu, and click :guilabel:`Add products`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:76 +msgid "Choose :guilabel:`Add products from a file` and paste the URL of the copied file." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:79 +msgid "Make sure to select all the countries where you intend to sell your products. You are not able to proceed without selecting at least one target country. If necessary, enter a :guilabel:`feed label` as well." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:0 +msgid "Select countries in GMC." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:86 +msgid "Click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:91 +msgid "Localized feeds" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:94 +msgid "Languages/regions" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:96 +msgid "It is helpful to create language-specific feeds for each country/language you sell in. To add a new feed, go to :guilabel:`Products` on the :abbr:`GMC` dashboard, click :guilabel:`Add products`, and select :guilabel:`Add another product source` from the dropdown menu." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:101 +msgid "The selected :doc:`language ` must first be enabled in your website's settings." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:105 +msgid "Currencies" +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:107 +msgid "It is also possible to create different feeds for different currencies, which allows customers to view prices in their local currency. To enable this feature, create a :ref:`pricelist ` with the foreign currency in Odoo. Then, go to the :guilabel:`Products` tab in :abbr:`GMC`, click :guilabel:`Manage product sources`, and choose a :guilabel:`Products source`. Navigate to the :guilabel:`Data source setup` tab, click :guilabel:`Show advanced options`, and choose a :guilabel:`Currency`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/google_merchant_center.rst:116 +msgid "`Google Merchant Center Product Feed Specifications `_." +msgstr "" + #: ../../content/applications/websites/ecommerce/order_handling.rst:3 msgid "Order handling" msgstr "" @@ -931,18 +1077,14 @@ msgid "Enable the :doc:`developer mode `." msgstr "" #: ../../content/applications/websites/ecommerce/performance.rst:52 -msgid "Go to :menuselection:`Apps`, remove the :guilabel:`Apps` filter, and install the :guilabel:`Sales - Async Emails` module." -msgstr "" - -#: ../../content/applications/websites/ecommerce/performance.rst:54 msgid "Go to :menuselection:`Settings --> Technical --> System Parameters` and set the :guilabel:`sale.async_emails` system parameter to `True`." msgstr "" -#: ../../content/applications/websites/ecommerce/performance.rst:56 +#: ../../content/applications/websites/ecommerce/performance.rst:54 msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions` and ensure that the :guilabel:`Sales: Send pending emails` scheduled action is enabled." msgstr "" -#: ../../content/applications/websites/ecommerce/performance.rst:60 +#: ../../content/applications/websites/ecommerce/performance.rst:58 msgid "Enabling this feature may delay order confirmation and invoice emails by a few minutes. It is recommended only for high-traffic websites, as it can introduce unnecessary delays for e-commerce websites with moderate traffic." msgstr "" @@ -1294,7 +1436,7 @@ msgid ":guilabel:`Sales Description` (under the :guilabel:`Sales` tab)." msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:300 -msgid "Having untranslated content on a web page may be detrimental to the user experience and :doc:`SEO <../../websites/website/pages/seo>`. You can use the :doc:`Translate <../website/configuration/translate>` feature to translate the page's content." +msgid "Having untranslated content on a web page may be detrimental to the user experience and :doc:`SEO <../../websites/website/structure/seo>`. You can use the :doc:`Translate <../website/configuration/translate>` feature to translate the page's content." msgstr "" #: ../../content/applications/websites/ecommerce/products.rst:303 @@ -1666,7 +1808,7 @@ msgid "Place building block in the header or footer." msgstr "" #: ../../content/applications/websites/ecommerce/products/catalog.rst:248 -msgid "Adding content to an eCommerce category page helps improve the :doc:`SEO <../../website/pages/seo>` strategy. Using keywords linked to the products or the eCommerce categories can also increase organic traffic. Additionally, each category has its own specific URL that can be pointed to and is indexed by search engines." +msgid "Adding content to an eCommerce category page helps improve the :doc:`SEO <../../website/structure/seo>` strategy. Using keywords linked to the products or the eCommerce categories can also increase organic traffic. Additionally, each category has its own specific URL that can be pointed to and is indexed by search engines." msgstr "" #: ../../content/applications/websites/ecommerce/products/catalog.rst:252 @@ -2150,300 +2292,456 @@ msgstr "" msgid "`Odoo Tutorials: eLearning `_" msgstr "" -#: ../../content/applications/websites/elearning.rst:19 +#: ../../content/applications/websites/elearning.rst:21 msgid "Courses" msgstr "" -#: ../../content/applications/websites/elearning.rst:21 -msgid "By going to :menuselection:`eLearning --> Courses --> Courses`, you can get an overview of all your courses." +#: ../../content/applications/websites/elearning.rst:23 +msgid "To get an overview of all courses, go to :menuselection:`eLearning --> Courses --> Courses`." msgstr "" -#: ../../content/applications/websites/elearning.rst:24 -msgid "Click on a course title to edit your course on the back end. Click on :guilabel:`View course` to access your course on the front end." +#: ../../content/applications/websites/elearning.rst:25 +msgid "Click on a course card to edit the course on the back end. Click :guilabel:`View course` to access the course on the front end." msgstr "" -#: ../../content/applications/websites/elearning.rst:28 +#: ../../content/applications/websites/elearning.rst:31 msgid "Course creation" msgstr "" -#: ../../content/applications/websites/elearning.rst:30 -msgid "Click :guilabel:`New` to create a new course. When the page pops up, you can add your :guilabel:`Course Title` and one or more :guilabel:`Tags` to describe your course. You can add an image to illustrate your course by hovering your mouse on the camera placeholder image and clicking on the edit icon. Four tabs allow you to edit your course further: :ref:`Content `, :ref:`Description `, :ref:`Options `, and :ref:`Karma `." +#: ../../content/applications/websites/elearning.rst:33 +msgid "Click :guilabel:`New` to create a new course. In the form that opens, add a :guilabel:`Course Title` and one or more :guilabel:`Tags` to categorize the course and :ref:`allow users to filter courses based on their tags `. To add an image to illustrate the course, hover your mouse on the camera placeholder image and click on :icon:`fa-pencil` :guilabel:`(Edit)`." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:39 +msgid "Four tabs allow you to edit your course further: :ref:`Content `, :ref:`Description `, :ref:`Options `, and :ref:`Karma `." msgstr "" #: ../../content/applications/websites/elearning.rst:-1 msgid "Create your elearning course." msgstr "" -#: ../../content/applications/websites/elearning.rst:44 +#: ../../content/applications/websites/elearning.rst:49 msgid "Content tab" msgstr "" -#: ../../content/applications/websites/elearning.rst:46 -msgid "This tab allows you to manage your course content. Click on :guilabel:`Add Section` to divide your course into different sections. Click on :guilabel:`Add Content` to create :ref:`content `. Click on :guilabel:`Add Certification` to assess the level of understanding of your attendees, certify their skills, and motivate them. **Certification** is part of the :doc:`Surveys <../marketing/surveys/create>` app." +#: ../../content/applications/websites/elearning.rst:51 +msgid "This tab allows you to manage the course content. Click :guilabel:`Add Section` to divide the course into different sections. Click :guilabel:`Add Content` to create :ref:`content items `. Click :guilabel:`Add Certification` to assess the attendees' level of understanding, certify their skills, and motivate them. **Certification** is part of the :doc:`Surveys <../marketing/surveys/create>` app." msgstr "" -#: ../../content/applications/websites/elearning.rst:55 -#: ../../content/applications/websites/elearning.rst:204 +#: ../../content/applications/websites/elearning.rst:60 +#: ../../content/applications/websites/elearning.rst:318 msgid "Description tab" msgstr "" -#: ../../content/applications/websites/elearning.rst:57 -msgid "You can add a short description or information related to your course in the :guilabel:`Description` tab. It appears under your course title on your website." +#: ../../content/applications/websites/elearning.rst:62 +msgid "You can add a short description or information related to the course in the :guilabel:`Description` tab. It appears under the course title on your website." msgstr "" #: ../../content/applications/websites/elearning.rst:-1 msgid "Add a description to your course." msgstr "" -#: ../../content/applications/websites/elearning.rst:67 +#: ../../content/applications/websites/elearning.rst:71 #: ../../content/applications/websites/livechat.rst:91 msgid "Options tab" msgstr "" -#: ../../content/applications/websites/elearning.rst:69 -msgid "In the :guilabel:`Options` tab, different configurations are available: :ref:`Course `, :ref:`Communication `, :ref:`Access rights `, and :ref:`Display `." +#: ../../content/applications/websites/elearning.rst:73 +msgid "In the :guilabel:`Options` tab, different configurations are available: :ref:`Course `, :ref:`Access rights `, :ref:`Communication ` and :ref:`Display `." msgstr "" #: ../../content/applications/websites/elearning.rst:-1 msgid "Overview of the Options tab" msgstr "" -#: ../../content/applications/websites/elearning.rst:80 +#: ../../content/applications/websites/elearning.rst:84 msgid "Course" msgstr "" -#: ../../content/applications/websites/elearning.rst:82 -msgid "Assign a :guilabel:`Responsible` user for your course. If you have multiple websites, use the :guilabel:`Website` field to only display the course on the selected website." -msgstr "" - -#: ../../content/applications/websites/elearning.rst:88 -msgid "Communication" -msgstr "" - -#: ../../content/applications/websites/elearning.rst:90 -msgid ":guilabel:`Allow Reviews`: tick the box to allow attendees to like and comment on your content and to submit reviews on your course;" +#: ../../content/applications/websites/elearning.rst:86 +msgid "Assign a :guilabel:`Responsible` user for the course. If you have multiple websites, use the :guilabel:`Website` field to display the course only on the selected website." msgstr "" #: ../../content/applications/websites/elearning.rst:92 -msgid ":guilabel:`Forum`: add a dedicated forum to your course (only shown if the **Forum** feature is enabled in the app's settings);" -msgstr "" - -#: ../../content/applications/websites/elearning.rst:94 -msgid ":guilabel:`New Content Notification`: select an email template sent to your attendees when you upload new content. Click on the internal link button (:guilabel:`➜`) to have access to the email template editor;" -msgstr "" - -#: ../../content/applications/websites/elearning.rst:97 -msgid ":guilabel:`Completion Notification`: select an email template sent to your attendees once they reach the end of your course. Click on the internal link button (:guilabel:`➜`) to access the email template editor;" -msgstr "" - -#: ../../content/applications/websites/elearning.rst:104 msgid "Access rights" msgstr "" -#: ../../content/applications/websites/elearning.rst:106 -msgid ":guilabel:`Prerequisites`: set one or more courses that users are advised to complete before" +#: ../../content/applications/websites/elearning.rst:94 +msgid ":guilabel:`Prerequisites`: Set one or more other courses that users are advised to complete before accessing the course." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:96 +msgid ":guilabel:`Prerequisite Of`: If the course has been defined as a prerequisite for one or more courses, this read-only field displays the course name(s)." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:98 +msgid ":guilabel:`Show course to`: Define who can see the course on your website. Select one of the following:" +msgstr "" + +#: ../../content/applications/websites/elearning.rst:101 +msgid ":guilabel:`Everyone`: The course is publicly visible." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:102 +msgid ":guilabel:`Signed In`: The course is only visible to users who are logged in." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:103 +msgid ":guilabel:`Course Attendees`: The course is only visible to users who are already enrolled in the course." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:105 +msgid ":guilabel:`Anyone with the link`: The course can only be accessed via a direct link." msgstr "" #: ../../content/applications/websites/elearning.rst:107 -msgid "accessing your course;" -msgstr "" - -#: ../../content/applications/websites/elearning.rst:108 -msgid ":guilabel:`Show course to`: define who can access your course and their content between :guilabel:`Everyone`, :guilabel:`Signed In` or :guilabel:`Course Attendees`;" -msgstr "" - -#: ../../content/applications/websites/elearning.rst:110 -msgid ":guilabel:`Enroll Policy`: define how people enroll in your course. Select:" +msgid ":guilabel:`Enroll Policy`: Define how people can enroll in the course. The choice of policy also determines which internal eLearning users can add, i.e., manually enroll, attendees via the :guilabel:`Add attendees` button or invite attendees to enroll via the :guilabel:`Invite` button." msgstr "" #: ../../content/applications/websites/elearning.rst:112 -msgid ":guilabel:`Open`: if you want your course to be available to anyone;" +msgid "Internal eLearning users have either `Officer` or `Manager` :doc:`access rights `." msgstr "" -#: ../../content/applications/websites/elearning.rst:113 -msgid ":guilabel:`On Invitation`: if only people who received an invitation can enroll to your course. If selected, fill in the :guilabel:`Enroll Message` explaining the course's enrollment process. This message appears on your website under the course title;" +#: ../../content/applications/websites/elearning.rst:115 +msgid "Select one of the following:" msgstr "" -#: ../../content/applications/websites/elearning.rst:116 -msgid ":guilabel:`On Payment`: if only people who bought your course can attend it. The :guilabel:`Paid Courses` feature must be enabled to get this option. If you select :guilabel:`On Payment`, you must add a :guilabel:`Product` for your course." +#: ../../content/applications/websites/elearning.rst:117 +msgid ":guilabel:`Open`:" msgstr "" -#: ../../content/applications/websites/elearning.rst:121 -msgid "Only products set up with :guilabel:`Course` as their :guilabel:`Product Type` are displayed." +#: ../../content/applications/websites/elearning.rst:119 +msgid "Anyone who can see the course can enroll." msgstr "" -#: ../../content/applications/websites/elearning.rst:127 -msgid "Display" +#: ../../content/applications/websites/elearning.rst:120 +msgid "Any eLearning Officer or eLearning Manager can add or invite internal or external attendees." msgstr "" -#: ../../content/applications/websites/elearning.rst:129 -msgid ":guilabel:`Training`: the course content appears as a training program, and the courses must be taken in the proposed order." +#: ../../content/applications/websites/elearning.rst:123 +msgid ":guilabel:`On invitation`:" msgstr "" -#: ../../content/applications/websites/elearning.rst:131 -msgid ":guilabel:`Documentation`: the content is available in any order. If you choose this option, you can choose which page should be promoted on the course homepage by using the :guilabel:`Featured Content` field." +#: ../../content/applications/websites/elearning.rst:125 +msgid "Only people who have received an invitation can enroll in the course." msgstr "" -#: ../../content/applications/websites/elearning.rst:138 -msgid "Karma tab" +#: ../../content/applications/websites/elearning.rst:126 +msgid "If the course visibility is set to :guilabel:`Everyone`, :guilabel:`Signed In`, or :guilabel:`Anyone with the link`, any non-invited person who logs in can request access to the course via the course page. Enter an :guilabel:`Enroll Message` to explain how to enroll, e.g., \"Contact Responsible\"." msgstr "" -#: ../../content/applications/websites/elearning.rst:140 -msgid "This tab is about gamification to make eLearning fun and interactive." +#: ../../content/applications/websites/elearning.rst:132 +msgid "The request creates a to-do assigned to the course's :guilabel:`Responsible` user, allowing them to :guilabel:`Grant Access` or :guilabel:`Refuse Access`. The to-do is visible to the :guilabel:`Responsible` user and any eLearning Manager in the course's chatter, and the :guilabel:`Responsible` user is notified via email. Either the :guilabel:`Responsible` user or an eLearning Manager can grant access, in which case the requestor is automatically enrolled in the course, or refuse access." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:139 +msgid "Only the :guilabel:`Responsible` user for the course or an eLearning Manager can add or invite internal or external attendees." msgstr "" #: ../../content/applications/websites/elearning.rst:142 -msgid "In the :guilabel:`Rewards` section, choose how many karma points you want to grant your students when they :guilabel:`Review` or :guilabel:`Finish` a course." +msgid ":guilabel:`On payment`:" msgstr "" -#: ../../content/applications/websites/elearning.rst:145 -msgid "In the :guilabel:`Access Rights` section, define the karma needed to :guilabel:`Add Review`, :guilabel:`Add Comment`, or :guilabel:`Vote` on the course." +#: ../../content/applications/websites/elearning.rst:144 +msgid "This option is only shown if the :guilabel:`Paid courses` feature is enabled in the :ref:`eLearning settings `." msgstr "" -#: ../../content/applications/websites/elearning.rst:149 -msgid "From your course, click the :guilabel:`Contact Attendees` button to reach people who are enrolled in the course." +#: ../../content/applications/websites/elearning.rst:146 +msgid "Anyone who can see the course can enroll in the course upon payment." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:147 +msgid "Any eLearning Officer can *invite* internal or external attendees to enroll in the course." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:148 +msgid "Only the :guilabel:`Responsible` user for the course or an eLearning Manager can *add* attendees. Payment is not required when an attendee is added in this way." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:150 +msgid "To set a course as :guilabel:`On payment`, a :guilabel:`Product` must be selected; only products set up with :guilabel:`Course` as their :guilabel:`Product Type` are available for selection." msgstr "" #: ../../content/applications/websites/elearning.rst:155 +msgid "To add or invite an attendee, the attendee must be an existing contact or created as a new contact. A person who creates a customer account on your website is automatically a contact." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:161 +msgid "Communication" +msgstr "" + +#: ../../content/applications/websites/elearning.rst:163 +msgid ":guilabel:`Allow Reviews`: Enable this option to allow attendees to like, comment on, and submit reviews for the course content." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:165 +msgid ":guilabel:`Forum`: Add a dedicated forum to the course. This option is only shown if the :guilabel:`Forum` feature is enabled in the :ref:`eLearning settings `." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:167 +msgid ":guilabel:`New Content Notification`: Select an email template to send emails to attendees when you upload new content items. Click on :icon:`oi-arrow-right` :guilabel:`Internal link` to access the email template editor." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:170 +msgid ":guilabel:`Completion Notification`: Select an email template to send emails to attendees once they reach the end of the course. Click on :icon:`oi-arrow-right` :guilabel:`Internal link` to access the email template editor." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:175 +msgid "If the :guilabel:`Mailing` feature is enabled in the :ref:`eLearning settings `, it is possible to send mass mailings to people enrolled in a course via a :guilabel:`Contact Attendees` button at the top left of the course form. The button is only visible to eLearning Officers who also have `User` :doc:`access rights ` for Email Marketing and to eLearning Managers." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:184 +msgid "Display" +msgstr "" + +#: ../../content/applications/websites/elearning.rst:186 +msgid ":guilabel:`Training`: The course content appears as a training program, and the courses must be taken in the proposed order." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:188 +msgid ":guilabel:`Documentation`: The content is available in any order. Use the :guilabel:`Featured Content` field to define which content items are promoted on the course homepage." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:194 +msgid "Karma tab" +msgstr "" + +#: ../../content/applications/websites/elearning.rst:196 +msgid "This tab is about gamification to make eLearning fun and interactive." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:198 +msgid "In the :guilabel:`Rewards` section, choose how many karma points you want to grant attendees when they :guilabel:`Review` or :guilabel:`Finish` a course." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:201 +msgid "In the :guilabel:`Access Rights` section, define the karma points needed to :guilabel:`Add Review`, :guilabel:`Add Comment`, or :guilabel:`Vote` on the course." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:207 msgid "Course groups" msgstr "" -#: ../../content/applications/websites/elearning.rst:157 -msgid "Use the **Course Groups** to inform users and allow them to filter the courses from the :guilabel:`All Courses` dashboard." +#: ../../content/applications/websites/elearning.rst:209 +msgid "**Course Groups** allow users to filter the :guilabel:`All Courses` dashboard on your website and find the course that meets their interests, needs, level, etc." msgstr "" -#: ../../content/applications/websites/elearning.rst:160 -msgid "You can manage them by going to :menuselection:`Configuration --> Course Groups`. Click :guilabel:`New` to create a new course group. Add the :guilabel:`Course Group Name`, tick the :guilabel:`Menu Entry` box to allow users to search by course group on the website, and add tags in the :guilabel:`Tag Name` column. For each tag, you can select a corresponding color." +#: ../../content/applications/websites/elearning.rst:212 +msgid "To manage them, go to :menuselection:`eLearning --> Configuration --> Course Groups`. Click :guilabel:`New` to create a new course group. Add the :guilabel:`Course Group Name`, enable :guilabel:`Menu Entry` to allow users to search by course group on the website, and add tags in the :guilabel:`Tag Name` column. For each tag, you can select a corresponding color." msgstr "" -#: ../../content/applications/websites/elearning.rst:166 +#: ../../content/applications/websites/elearning.rst:220 msgid "Settings" msgstr "" -#: ../../content/applications/websites/elearning.rst:168 -msgid "You can enable different features to customize your courses by going to :menuselection:`eLearning --> Configuration --> Settings`:" +#: ../../content/applications/websites/elearning.rst:222 +msgid "The following options are available in the eLearning settings. Go to :menuselection:`eLearning --> Configuration --> Settings`, then enable the desired feature:" msgstr "" -#: ../../content/applications/websites/elearning.rst:171 -msgid "**Certifications**: to evaluate the knowledge of your attendees and certify their skills;" +#: ../../content/applications/websites/elearning.rst:225 +msgid ":guilabel:`Certifications`: Assess attendees' knowledge and provide official certification of their skills." msgstr "" -#: ../../content/applications/websites/elearning.rst:172 -msgid "**Paid courses**: to sell access to your courses on your website and track revenues;" +#: ../../content/applications/websites/elearning.rst:227 +msgid ":guilabel:`Paid Courses`: Sell course access directly through your website and track revenue." msgstr "" -#: ../../content/applications/websites/elearning.rst:173 -msgid "**Mailing**: to update all your attendees at once through mass mailings;" +#: ../../content/applications/websites/elearning.rst:230 +msgid "Enabling :guilabel:`Paid Courses` automatically installs the :guilabel:`eCommerce` module, which may impact your `pricing plan `_." msgstr "" -#: ../../content/applications/websites/elearning.rst:174 -msgid "**Forum**: to create a community and let attendees answer each other's questions." +#: ../../content/applications/websites/elearning.rst:234 +msgid ":doc:`eCommerce documentation `" msgstr "" -#: ../../content/applications/websites/elearning.rst:179 +#: ../../content/applications/websites/elearning.rst:236 +msgid ":guilabel:`Mailing`: Send mass mailings to keep all attendees informed and up to date." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:237 +msgid ":guilabel:`Forum`: Build a community space where attendees can ask questions and help each other." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:242 msgid "Content" msgstr "" -#: ../../content/applications/websites/elearning.rst:181 -msgid "Manage your content by going to :menuselection:`eLearning --> Courses --> Contents`. Click :guilabel:`New` to create content. Add your :guilabel:`Content Title`, and if you want :ref:`Tags `, then fill in the related information among the different tabs." +#: ../../content/applications/websites/elearning.rst:244 +msgid "To manage course content, go to :menuselection:`eLearning --> Courses --> Contents`. Click :guilabel:`New` to create a content item. Add the :guilabel:`Content Title` and any desired :ref:`Tags `, then fill in the required information in the different tabs." msgstr "" #: ../../content/applications/websites/elearning.rst:-1 msgid "Create your content." msgstr "" -#: ../../content/applications/websites/elearning.rst:190 +#: ../../content/applications/websites/elearning.rst:252 +msgid "You can also create new content from within a course. Go to :menuselection:`eLearning --> Courses --> Courses`, click the relevant course card, then click :guilabel:`Add content` at the bottom of the :guilabel:`Content` tab." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:259 msgid "Document tab" msgstr "" -#: ../../content/applications/websites/elearning.rst:192 -msgid ":guilabel:`Course`: select the course your content belongs to;" +#: ../../content/applications/websites/elearning.rst:261 +msgid "For each content type, provide the following information:" msgstr "" -#: ../../content/applications/websites/elearning.rst:193 -msgid ":guilabel:`Content Type`: select the type of your content;" +#: ../../content/applications/websites/elearning.rst:263 +msgid ":guilabel:`Course`: Select the course to which the content item belongs." msgstr "" -#: ../../content/applications/websites/elearning.rst:194 -msgid ":guilabel:`Responsible`: add a responsible person for your content;" +#: ../../content/applications/websites/elearning.rst:264 +msgid ":guilabel:`Content Type`: Select the relevant :ref:`content type ` and provide the required information." msgstr "" -#: ../../content/applications/websites/elearning.rst:195 -msgid ":guilabel:`Duration`: indicate the time required to complete the course;" +#: ../../content/applications/websites/elearning.rst:266 +msgid ":guilabel:`Responsible`: Select the user responsible for the content item. By default, this is the user who creates the course, but another user can be selected." msgstr "" -#: ../../content/applications/websites/elearning.rst:196 -msgid ":guilabel:`Allow Download`: allow users to download the content of the slide. This option is only visible when the content is a document;" +#: ../../content/applications/websites/elearning.rst:268 +msgid ":guilabel:`Duration`: Enter the time required to complete the lesson." msgstr "" -#: ../../content/applications/websites/elearning.rst:198 -msgid ":guilabel:`Allow Preview`: the course is accessible by anyone." +#: ../../content/applications/websites/elearning.rst:269 +msgid ":guilabel:`Allow Preview`: Enable this if the content should be accessible to anyone." msgstr "" -#: ../../content/applications/websites/elearning.rst:199 -msgid ":guilabel:`# of Public Views`: displays the number of views from non-enrolled participants;" +#: ../../content/applications/websites/elearning.rst:272 +msgid "If the :ref:`Content Type ` is :guilabel:`Document`, enabling :guilabel:`Allow Download` allows users to download the content." msgstr "" -#: ../../content/applications/websites/elearning.rst:200 +#: ../../content/applications/websites/elearning.rst:275 +msgid "Two read-only fields provide data about how often the content item is viewed:" +msgstr "" + +#: ../../content/applications/websites/elearning.rst:277 +msgid ":guilabel:`# of Public Views`: displays the number of views from non-enrolled participants." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:278 msgid ":guilabel:`# Total Views`: displays the total number of views (non-enrolled and enrolled participants)." msgstr "" -#: ../../content/applications/websites/elearning.rst:206 -msgid "You can add a description of your content that appears front end in the :guilabel:`About` section of your course content." +#: ../../content/applications/websites/elearning.rst:-1 +msgid "Provide information about the content." msgstr "" -#: ../../content/applications/websites/elearning.rst:210 +#: ../../content/applications/websites/elearning.rst:287 +msgid "Content types" +msgstr "" + +#: ../../content/applications/websites/elearning.rst:289 +msgid "You can add the following content types:" +msgstr "" + +#: ../../content/applications/websites/elearning.rst:291 +msgid ":guilabel:`Image`: To upload an image, select :guilabel:`Upload from Device`, click :guilabel:`Upload your file`, then select the relevant file. Supported formats include JPG, JPEG, PNG, SVG, GIF, and WEBP. The maximum file size is 25MB." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:295 +msgid "Alternatively, to add an image saved on Google Drive, select :guilabel:`Retrieve from Google Drive`, then add the Google Drive link to the image." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:298 +msgid ":guilabel:`Article`: Articles are website pages that are customized using the website builder on your website's front end." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:301 +msgid "With the :guilabel:`Course` selected, click the :guilabel:`Go to Website` smart button, then, at the top-right of the screen, click :icon:`fa-pencil` :guilabel:`(Edit)`. Write the article's content and :doc:`customize the page using the website builder `." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:305 +msgid ":guilabel:`Document`: To upload a document, select :guilabel:`Upload from Device`, click :guilabel:`Upload your file`, then select the relevant file. Only PDF documents can be uploaded." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:308 +msgid "Alternatively, to add a Google Slides presentation, Google Doc document, or Google Sheets spreadsheet, click :guilabel:`Retrieve from Google Drive` and add the Google Drive link to the file." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:312 +msgid ":guilabel:`Video`: Add the YouTube, Google Drive, or Vimeo link to the video." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:313 +msgid ":guilabel:`Quiz`: Open the :ref:`Quiz tab ` to create a quiz." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:320 +msgid "Add a description for the content. This text is displayed in the :guilabel:`About` section of the content item on your website." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:326 msgid "Additional Resources tab" msgstr "" -#: ../../content/applications/websites/elearning.rst:212 -msgid "Click :guilabel:`Add a line` to add a link or a file that supports your participants' learning. It appears in the course content on your website." +#: ../../content/applications/websites/elearning.rst:328 +msgid "Click :guilabel:`Add a line` to add a link or a file that supports your participants' learning. The resource appears in the course content on your website." msgstr "" #: ../../content/applications/websites/elearning.rst:-1 msgid "Additional ressources" msgstr "" -#: ../../content/applications/websites/elearning.rst:222 +#: ../../content/applications/websites/elearning.rst:337 msgid "Quiz tab" msgstr "" -#: ../../content/applications/websites/elearning.rst:224 -msgid "From this tab you can create a quiz to assess your students at the end of the course." +#: ../../content/applications/websites/elearning.rst:339 +msgid "From this tab, you can create a quiz to assess your students at the end of the course." msgstr "" -#: ../../content/applications/websites/elearning.rst:226 -msgid "The :guilabel:`Points Rewards` section lets you give a specific number of karma points depending on how many tries they need to correctly answer the question. Then, create your questions and the possible answers by clicking on :guilabel:`Add a line`. A new window pops up, add the question by filling in the :guilabel:`Question Name` and add multiple answers by clicking on :guilabel:`Add a line`. Tick the :guilabel:`Is correct answer` to mark one or more answers as correct. You can also fill in the :guilabel:`Comment` field to display additional information when the answer is chosen by the participant." +#: ../../content/applications/websites/elearning.rst:341 +msgid "The :guilabel:`Points Rewards` section allows you to assign karma points based on how many attempts are needed to answer correctly. To create a question, click :guilabel:`Add a line`, enter the :guilabel:`Question Name`, and add possible answers. Mark the correct answer(s) by selecting :guilabel:`Is correct answer`. You can also use the :guilabel:`Comment` field to provide additional information when an answer is selected." msgstr "" -#: ../../content/applications/websites/elearning.rst:237 +#: ../../content/applications/websites/elearning.rst:350 msgid "Content Tags" msgstr "" -#: ../../content/applications/websites/elearning.rst:239 -msgid "The **Content Tags** help users to classify the content from the :guilabel:`Contents` dashboard." +#: ../../content/applications/websites/elearning.rst:352 +msgid "**Content Tags** are visible on the :guilabel:`Contents` dashboard of a course on your website, and can help users identify the kind of content a particular lesson contains, e.g., theory, or exercises." msgstr "" -#: ../../content/applications/websites/elearning.rst:241 -msgid "You can manage them by going to :menuselection:`eLearning --> Configuration --> Content Tags`. Click :guilabel:`New` to create a new tag." +#: ../../content/applications/websites/elearning.rst:355 +msgid "To manage content tags, go to :menuselection:`eLearning --> Configuration --> Content Tags`. Click :guilabel:`New` to create a new tag." msgstr "" -#: ../../content/applications/websites/elearning.rst:245 -msgid "Publish your content" +#: ../../content/applications/websites/elearning.rst:361 +msgid "Publish courses and content" msgstr "" -#: ../../content/applications/websites/elearning.rst:247 -msgid "Everything created on the back end needs to be published from the front end. Unpublished content is always visible from your website but still needs to be published to be available to your audience." +#: ../../content/applications/websites/elearning.rst:363 +msgid "Courses and content items must be published from the front end to be available to your audience. To access the front end, click the :guilabel:`Go to Website` smart button at the top of the course form or an individual content form." msgstr "" -#: ../../content/applications/websites/elearning.rst:250 -msgid "You must be on your website's front end to publish your content. To do so, click on the :guilabel:`Go To Website` smart button, and tick the :guilabel:`Publish` option available in the right-hand corner." +#: ../../content/applications/websites/elearning.rst:367 +msgid "A course and its content items are published separately:" +msgstr "" + +#: ../../content/applications/websites/elearning.rst:369 +msgid "To publish a course, access the main course page, then toggle the switch in the upper-right corner from :guilabel:`Unpublished` to :guilabel:`Published`." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:371 +msgid "To publish individual content items, click on an item to open it, then toggle the switch from :guilabel:`Unpublished` to :guilabel:`Published`." msgstr "" #: ../../content/applications/websites/elearning.rst:-1 msgid "Publish your content." msgstr "" +#: ../../content/applications/websites/elearning.rst:378 +msgid "When publishing a new course, publish the individual content items before publishing the course itself. Published content is only available to your audience once the course it is part of is published." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:382 +msgid "To unpublish a course or an individual content item, open the course or item, then toggle the switch from :guilabel:`Published` to :guilabel:`Unpublished`." +msgstr "" + +#: ../../content/applications/websites/elearning.rst:386 +msgid "Unpublishing a course renders the course *and* its content unavailable to your audience." +msgstr "" + #: ../../content/applications/websites/forum.rst:3 msgid "Forum" msgstr "" @@ -2521,7 +2819,7 @@ msgid "A user's karma points are shared across all forums, courses, etc., of a s msgstr "" #: ../../content/applications/websites/forum.rst:56 -msgid "eLearning users can earn karma points through different :ref:`course interactions ` and by :ref:`completing quizzes `." +msgid "eLearning users can earn karma points through different :ref:`course interactions ` and by :ref:`completing quizzes `." msgstr "" #: ../../content/applications/websites/forum.rst:62 @@ -3820,7 +4118,7 @@ msgid "If a user's :guilabel:`Online Chat Name` is not set, the name displayed d msgstr "" #: ../../content/applications/websites/livechat/participate.rst:24 -msgid "Mitchell Admin has his full name as his :guilabel:`User Name`, but he does not want to include his last name in a live chat conversation for privacy reasons. He would then set his :guilabel:`Online Chat Name` to include only his first name, Mitchell." +msgid "A user has their full name as their :guilabel:`User Name`, but they do not want to include their last name in a live chat conversation. They would then set their :guilabel:`Online Chat Name` to include only their first name." msgstr "" #: ../../content/applications/websites/livechat/participate.rst:0 @@ -3848,14 +4146,30 @@ msgid "Only :doc:`languages <../../general/users/language>` that are enabled on msgstr "" #: ../../content/applications/websites/livechat/participate.rst:53 -msgid "Join or leave a channel" +msgid "Set live chat expertise" msgstr "" #: ../../content/applications/websites/livechat/participate.rst:55 +msgid "Operators can designate *Expertise* in one or more areas on their profile. A :doc:`chatbot ` can then assign conversations to the operator with the appropriate expertise. Select one or more options from the :guilabel:`Live Chat Expertise` drop-down list." +msgstr "" + +#: ../../content/applications/websites/livechat/participate.rst:59 +msgid "To create a new expertise, navigate to :menuselection:`Live Chat app --> Configuration --> Expertise` and click :guilabel:`New`. Enter the :guilabel:`Name` of the expertise, and, if desired, select one or more :guilabel:`Operators`. Click :guilabel:`Save` when finished." +msgstr "" + +#: ../../content/applications/websites/livechat/participate.rst:64 +msgid "When forwarding live chat conversations, the chatbot prioritizes users with matching expertise. If no applicable match is found, the chatbot forwards the conversation to the next available operator." +msgstr "" + +#: ../../content/applications/websites/livechat/participate.rst:69 +msgid "Join or leave a channel" +msgstr "" + +#: ../../content/applications/websites/livechat/participate.rst:71 msgid "To join a live chat channel, go to the :menuselection:`Live Chat app --> Channels`, and click the :guilabel:`Join` button on the Kanban card for the appropriate channel." msgstr "" -#: ../../content/applications/websites/livechat/participate.rst:58 +#: ../../content/applications/websites/livechat/participate.rst:74 msgid "Any channel where the user is currently active shows a :guilabel:`Leave` button. Click this button to disconnect from the channel." msgstr "" @@ -3863,19 +4177,19 @@ msgstr "" msgid "View of a channel form and the option to join a channel for Odoo Live Chat." msgstr "" -#: ../../content/applications/websites/livechat/participate.rst:65 +#: ../../content/applications/websites/livechat/participate.rst:81 msgid "Operators that do not show any activity in Odoo for more than thirty minutes are considered disconnected, and subsequently removed from the channel." msgstr "" -#: ../../content/applications/websites/livechat/participate.rst:69 +#: ../../content/applications/websites/livechat/participate.rst:85 msgid "Manage live chat requests" msgstr "" -#: ../../content/applications/websites/livechat/participate.rst:71 -msgid "When an operator is active in a channel, chat windows open in the bottom-right corner of the screen, no matter what page they are on in Odoo. This allows them to access other pages and apps, while still participating in the conversation." +#: ../../content/applications/websites/livechat/participate.rst:87 +msgid "When an operator is active in a channel, chat windows open in the bottom-right corner of the screen, no matter where they are in the database. This allows them to access other pages and apps, while still participating in the conversation." msgstr "" -#: ../../content/applications/websites/livechat/participate.rst:75 +#: ../../content/applications/websites/livechat/participate.rst:91 msgid "Live chat conversations can also be viewed by navigating to the :menuselection:`Discuss app`. New conversations appear in bold under the channel name, located along the left panel." msgstr "" @@ -3883,27 +4197,27 @@ msgstr "" msgid "View of the discuss application with a message sent through live chat in Odoo." msgstr "" -#: ../../content/applications/websites/livechat/participate.rst:81 -msgid "Click on a conversation in the left panel to open it. From this view, an operator can participate in the chat the same as they would in the normal chat window." +#: ../../content/applications/websites/livechat/participate.rst:97 +msgid "Click on a conversation in the left panel to select it. This opens the conversation. From this view, an operator can participate in the chat the same as they would in the normal chat window." msgstr "" -#: ../../content/applications/websites/livechat/participate.rst:85 -msgid "Conversations can also be accessed by clicking the :icon:`fa-comments` :guilabel:`(messages)` icon in the menu bar." +#: ../../content/applications/websites/livechat/participate.rst:101 +msgid "Conversations can also be accessed by clicking the :icon:`fa-comments` :guilabel:`(Messages)` icon in the menu bar." msgstr "" #: ../../content/applications/websites/livechat/participate.rst:0 msgid "View of the menu bar in Odoo emphasizing the comments icon." msgstr "" -#: ../../content/applications/websites/livechat/participate.rst:92 +#: ../../content/applications/websites/livechat/participate.rst:108 msgid ":doc:`../../productivity/discuss`" msgstr "" -#: ../../content/applications/websites/livechat/participate.rst:93 +#: ../../content/applications/websites/livechat/participate.rst:109 msgid ":doc:`../livechat`" msgstr "" -#: ../../content/applications/websites/livechat/participate.rst:94 +#: ../../content/applications/websites/livechat/participate.rst:110 msgid ":doc:`../livechat/responses`" msgstr "" @@ -4739,7 +5053,7 @@ msgid "You could add a link to this page in your website's footer, for example." msgstr "" #: ../../content/applications/websites/website/configuration/cookies_bar.rst:57 -msgid ":doc:`Pages <../pages>`" +msgid ":doc:`Pages <../structure/pages>`" msgstr "" #: ../../content/applications/websites/website/configuration/domain_names.rst:3 @@ -5406,18 +5720,18 @@ msgid "`Google Tag Manager container snippet ` or :ref:`Google Tag Manager `. You need to access your domain registrar's settings for domain verification." msgstr "" -#: ../../content/applications/websites/website/configuration/google_search_console.rst:72 +#: ../../content/applications/websites/website/configuration/google_search_console.rst:73 msgid "HTML file upload" msgstr "" -#: ../../content/applications/websites/website/configuration/google_search_console.rst:74 +#: ../../content/applications/websites/website/configuration/google_search_console.rst:75 msgid "This method involves uploading an HTML file provided by Google containing the verification code you have to put in your Odoo's Website Settings. Google verifies ownership by checking for this code." msgstr "" -#: ../../content/applications/websites/website/configuration/google_search_console.rst:77 +#: ../../content/applications/websites/website/configuration/google_search_console.rst:78 msgid "Once you added your website URL under the URL prefix option and clicked :guilabel:`continue`, expand the HTML file section where you find a download :icon:`fa-download` button." msgstr "" @@ -5425,7 +5739,7 @@ msgstr "" msgid "HTML file download" msgstr "" -#: ../../content/applications/websites/website/configuration/google_search_console.rst:83 +#: ../../content/applications/websites/website/configuration/google_search_console.rst:84 msgid "Download your HTML verification file and copy the verification code (e.g., `google123abc.html`)." msgstr "" @@ -5433,7 +5747,7 @@ msgstr "" msgid "Open and copy html file" msgstr "" -#: ../../content/applications/websites/website/configuration/google_search_console.rst:88 +#: ../../content/applications/websites/website/configuration/google_search_console.rst:89 msgid "In your Odoo database, go to :menuselection:`Website --> Configuration --> Settings`, and enable :guilabel:`Google Search Console` in the :guilabel:`SEO` section. Paste the verification code (e.g., `google123abc.html`) in the dedicated field." msgstr "" @@ -5441,11 +5755,43 @@ msgstr "" msgid "Paste html code in Odoo" msgstr "" -#: ../../content/applications/websites/website/configuration/google_search_console.rst:95 +#: ../../content/applications/websites/website/configuration/google_search_console.rst:96 msgid "In Google Search Console, click :guilabel:`Verify`. If you perform the steps above correctly, verification should be done immediately." msgstr "" -#: ../../content/applications/websites/website/configuration/google_search_console.rst:99 +#: ../../content/applications/websites/website/configuration/google_search_console.rst:102 +msgid "HTML tag" +msgstr "" + +#: ../../content/applications/websites/website/configuration/google_search_console.rst:104 +msgid "This method involves copying a meta tag provided by Google and pasting it into your Odoo website. To verify your site ownership using an HTML tag, follow these instructions:" +msgstr "" + +#: ../../content/applications/websites/website/configuration/google_search_console.rst:107 +msgid "Expand the HTML tag section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/google_search_console.rst:0 +msgid "Open HTML tag section." +msgstr "" + +#: ../../content/applications/websites/website/configuration/google_search_console.rst:112 +msgid ":guilabel:`Copy` the HTML tag to clipboard." +msgstr "" + +#: ../../content/applications/websites/website/configuration/google_search_console.rst:113 +msgid "On your Odoo website, click :guilabel:`Edit` in the upper-right corner, go to the :guilabel:`Theme` tab, scroll down to the :guilabel:`Advanced` section, then click :guilabel:` and ` next to :guilabel:`Code Injection`. Paste the copied tag into the first field (:guilabel:``), and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/google_search_console.rst:0 +msgid "Paste tag in head field." +msgstr "" + +#: ../../content/applications/websites/website/configuration/google_search_console.rst:121 +msgid "Return to :abbr:`GSC (Google Search Console)` and click :guilabel:`Verify`." +msgstr "" + +#: ../../content/applications/websites/website/configuration/google_search_console.rst:124 msgid ":doc:`domain_names`" msgstr "" @@ -5458,11 +5804,11 @@ msgid "Odoo allows you to create multiple websites from the same database. This msgstr "" #: ../../content/applications/websites/website/configuration/multi_website.rst:11 -msgid "Each website can be designed and configured independently with its own :doc:`domain name `, :doc:`theme <../web_design/themes>`, :doc:`pages <../pages>`, :doc:`menus <../pages/header_footer>`, :doc:`languages `, :doc:`products <../../ecommerce/products>`, assigned sales team, etc. They can also :ref:`share content and pages `." +msgid "Each website can be designed and configured independently with its own :doc:`domain name `, :doc:`theme <../web_design/themes>`, :doc:`pages <../structure/pages>`, :doc:`menus <../structure/header_footer>`, :doc:`languages `, :doc:`products <../../ecommerce/products>`, assigned sales team, etc. They can also :ref:`share content and pages `." msgstr "" #: ../../content/applications/websites/website/configuration/multi_website.rst:18 -msgid "Duplicate content (i.e., pages and content shared between multiple websites) can have a negative impact on :doc:`../pages/seo`." +msgid "Duplicate content (i.e., pages and content shared between multiple websites) can have a negative impact on :doc:`../structure/seo`." msgstr "" #: ../../content/applications/websites/website/configuration/multi_website.rst:22 @@ -5723,7 +6069,7 @@ msgid "Cloudflare Turnstile verification error message" msgstr "" #: ../../content/applications/websites/website/configuration/spam_protection.rst:56 -#: ../../content/applications/websites/website/pages.rst:46 +#: ../../content/applications/websites/website/structure/pages.rst:46 msgid "Click :guilabel:`Create`." msgstr "" @@ -5875,7 +6221,7 @@ msgid "Install languages" msgstr "" #: ../../content/applications/websites/website/configuration/translate.rst:16 -msgid "To allow translation of your website, you must first :doc:`install <../../../general/users/language>` the required languages and add them to your website. To do so, go to :menuselection:`Website --> Configuration --> Settings` and click :icon:`fa-arrow-right` :guilabel:`Install languages` in the :guilabel:`Website Info` section. In the dialog box that opens, select the :guilabel:`Languages` you want from the dropdown menu, tick the required :guilabel:`Websites to translate`, and click :guilabel:`Add`." +msgid "To allow translation of your website, you must first :doc:`install <../../../general/users/language>` the required languages and add them to your website. To do so, go to :menuselection:`Website --> Configuration --> Settings` and click :icon:`fa-arrow-right` :guilabel:`Install new languages` in the :guilabel:`Website Info` section. In the dialog box that opens, select the :guilabel:`Languages` you want from the dropdown menu, tick the required :guilabel:`Websites to translate`, and click :guilabel:`Add`." msgstr "" #: ../../content/applications/websites/website/configuration/translate.rst:23 @@ -6138,830 +6484,6 @@ msgstr "" msgid "You can also access the mail group's moderation rules by going to :menuselection:`Website --> Configuration --> Mailing Lists`, selecting the group, then clicking the :guilabel:`Moderations` smart button." msgstr "" -#: ../../content/applications/websites/website/pages.rst:5 -msgid "Pages" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:7 -msgid "Odoo allows you to create pages for your website and customize their content and appearance to your needs." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:12 -msgid "**Static** pages, such as the homepage or any :ref:`custom-created `, contain fixed content that does not change dynamically. You can manually create these pages, define their URLs, and adapt their :ref:`properties ` as needed. **Dynamic** pages, on the other hand, are generated dynamically. All pages generated automatically by Odoo, for example, when you install an app or module (e.g., `/shop` or `/blog`) or publish a new product or :doc:`blog post <../blog>`, are dynamic pages and are therefore managed differently." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:22 -msgid "Page creation" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:24 -msgid "Website pages can be created from the **frontend** and the **backend**. To create a new website page, proceed as follows:" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:27 -msgid "Either open the **Website** app, click :guilabel:`+ New` in the top-right corner, then select :guilabel:`Page`;" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:29 -msgid "Or go to :menuselection:`Website --> Site --> Pages` and click :guilabel:`New`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:30 -msgid "In the :guilabel:`New Page` selection menu, click on a template. They are sorted by type:" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:32 -msgid ":guilabel:`Basic`: Multi-purpose page. A blank page is also available to start from scratch." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:33 -msgid ":guilabel:`About`: Information about your brand." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:34 -msgid ":guilabel:`Landing Pages`: Summary of company content and info." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:35 -msgid ":guilabel:`Gallery`: Photos and media showcase." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:36 -msgid ":guilabel:`Services`: Focus on what you're selling and contact." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:37 -msgid ":guilabel:`Pricing Plans`: Highlight on subscription and prices." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:38 -msgid ":guilabel:`Team`: The people behind your company." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:39 -msgid ":guilabel:`Custom`: To select a custom template. To add a template to this category, open the page you want to save as a template, then go to :menuselection:`Site --> Properties`, enter the :guilabel:`Page Title`, :ref:`edit the page's properties `, enable :guilabel:`Is a template`, and click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:45 -msgid "Enter a :guilabel:`Page Title`; this title is used in the menu and the page's URL." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:47 -msgid "If needed, :doc:`customize the page's content and appearance ` using the website editor, then click :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:49 -msgid ":ref:`Publish ` the page." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:52 -msgid "Disable :guilabel:`Add to menu` if the page should not appear in the menu." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:57 -msgid "Page management" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:62 -msgid "Publishing/unpublishing pages" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:64 -msgid "Pages need to be published to make them visible to website visitors. To publish or unpublish a page, access it and toggle the switch in the upper-right corner from :guilabel:`Unpublished` to :guilabel:`Published`, or vice versa." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:-1 -msgid "Unpublished/Published toggle" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:72 -msgid "It is also possible to:" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:74 -msgid "Publish/unpublish a page from the :ref:`page properties `, where you can define a publishing date and/or restrict the page's visibility if needed;" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:76 -msgid "Publish/unpublish several pages at once: go to :menuselection:`Website --> Site --> Pages`, select the pages, then click :guilabel:`Action` and select :guilabel:`Publish` or :guilabel:`Unpublish`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:81 -msgid "Alternatively, you can define any :ref:`static page ` as your homepage by going to :menuselection:`Website --> Site --> Properties`. Select the :guilabel:`Publish` tab and enable :guilabel:`Use as Homepage`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:88 -msgid "Page properties" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:90 -msgid "To modify a :ref:`static page's ` properties, access the page you wish to modify, then go to :menuselection:`Site --> Properties`, where you can change the following properties:" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:94 -msgid ":guilabel:`Page URL` : Modify the page URL in the field. In this case, you can redirect the old URL to the new one if needed. To do so, enable :guilabel:`Redirect old URL`, then select the :guilabel:`Type` of :ref:`redirection `:" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:98 -msgid ":guilabel:`301 Moved permanently`: to redirect the page permanently." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:99 -msgid ":guilabel:`302 Moved temporarily`: to redirect the page temporarily." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:0 -msgid "Redirect old URL" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:104 -msgid ":guilabel:`In Menu`: Disable if you don't want the page to appear in the menu." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:105 -msgid ":guilabel:`Is Homepage`: Enable if you want the page to be the homepage of your website." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:106 -msgid ":guilabel:`Published`: Enable to publish the page." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:107 -msgid ":guilabel:`Publishing Date`: To publish the page at a specific date and time, click the field, set the date and time, then press **Enter** or click :guilabel:`Apply` to validate your selection." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:109 -msgid ":guilabel:`Indexed`: Disable if you don't want the page to appear in search engine results." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:110 -msgid ":guilabel:`Visibility`: Select who can access the page:" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:112 -msgid ":guilabel:`Public`: Everyone can access the page." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:113 -msgid ":guilabel:`Signed In`: Only signed-in users can access the page." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:114 -msgid ":guilabel:`Restricted Group`: Select the :doc:`user access group(s) ` in the :guilabel:`Authorized group` field." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:116 -msgid ":guilabel:`With Password`: Type the password required to access the page in the :guilabel:`Password` field." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:119 -msgid ":guilabel:`Is a template`: Toggle the switch to save the page as a template and add it to the :guilabel:`Custom` category." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:123 -msgid "*Some* of these properties can also be modified in batch from :menuselection:`Website --> Site --> Pages`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:129 -msgid "Duplicating pages" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:131 -msgid "To duplicate a page, access the page, then go to :menuselection:`Site --> Properties`, and click :guilabel:`Duplicate Page`. Enter a :guilabel:`Page Name`, then click :guilabel:`OK`. By default, the new page is added after the duplicated page in the menu, but you can remove it from the menu or change its position using the :doc:`menu editor `." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:139 -msgid "Deleting pages" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:141 -msgid "To delete a page, proceed as follows:" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:143 -msgid "Access the page, then go to :menuselection:`Site --> Properties` and click :guilabel:`Delete Page`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:144 -msgid "A pop-up window shows all links referring to the page you want to delete, organized by category. To ensure website visitors don't land on an error page, you must update all the links on your website referring to the page. To do so, expand a category, then click on a link to open it in a new window. Alternatively, you can set up a :ref:`redirection ` for the deleted page." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:149 -msgid "Once you have updated the links (or set up a :ref:`redirection `), tick the :guilabel:`I am sure about this` check box, then click :guilabel:`OK`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:155 -msgid "URL redirect mapping" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:157 -msgid "URL redirect mapping consists in sending visitors and search engines to a URL different from the one they initially requested. This technique is used, for example, to prevent broken links when you :ref:`delete a page `, :ref:`modify its URL `, or migrate your site from another platform to an Odoo :doc:`domain `. It can also be used to improve :doc:`pages/seo`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:163 -msgid "To access existing URL redirections and create new ones, :doc:`activate the developer mode ` and go to :menuselection:`Website --> Configuration --> Redirects`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:168 -msgid "A redirect record is added automatically every time you :ref:`modify a page's URL ` and enable :guilabel:`Redirect Old URL`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:170 -msgid "You can set up redirections for :ref:`static and dynamic pages `." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:172 -msgid "To create a new redirection, click the :guilabel:`New` button, then fill in the fields:" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:174 -msgid ":guilabel:`Name`: Enter a name to identify the redirect." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:175 -msgid ":guilabel:`Action`: Select the type of redirection:" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:177 -msgid ":guilabel:`404 Not found`: visitors are redirected to a 404 error page when they try to access an unpublished or deleted page." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:179 -msgid ":guilabel:`301 Moved Permanently`: for permanent redirections of unpublished or deleted :ref:`static pages `. The new URL is shown in search engine results, and the redirect is cached by browsers." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:182 -msgid ":guilabel:`302 Moved Temporarily`: for short-term redirections, for example, if you are redesigning or updating a page. The new URL is neither cached by browsers nor shown in search engine results." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:185 -msgid ":guilabel:`308 Redirect/Rewrite`: for permanent redirections of existing :ref:`dynamic pages `. The URL is renamed; the new name is shown in search engine results and is cached by browsers. Use this redirect type to rename a dynamic page, for example, if you wish to rename `/shop` into `/market`." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:190 -msgid ":guilabel:`URL from`: Enter the URL to be redirected (e.g., `/about-the-company`) or search for the desired :ref:`dynamic page ` and select it from the list." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:192 -msgid ":guilabel:`URL to`: For 301, 302, and 308 redirects, enter the URL to be redirected to. If you want to redirect to an external URL, include the protocol (e.g., `https://`)." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:194 -msgid ":guilabel:`Website`: Select a specific website." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:195 -msgid ":guilabel:`Sequence`: To define the order in which redirections are performed, e.g., in the case of redirect chains (i.e., a series of redirects where one URL is redirected to another one, which is itself further redirected to another URL)." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:199 -msgid "Toggle the :guilabel:`Activate` switch to deactivate the redirection." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:202 -msgid "404, 301, and 302 redirections are meant to migrate traffic from :ref:`unpublished ` or :ref:`deleted ` pages to *new* pages, while the 308 redirect is used for *permanent* redirections of *existing* pages." -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:207 -msgid "`Google documentation on redirects and search `_" -msgstr "" - -#: ../../content/applications/websites/website/pages.rst:208 -msgid ":doc:`pages/seo`" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:3 -msgid "Headers and footers" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:5 -msgid "The website header is the top section of a web page and usually contains elements such as the logo, the :ref:`menu `, the search bar, the sign-in/customer account button, etc. The footer is displayed at the bottom of a web page and usually contains information such as contact details, links, legal notices, and other options." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:11 -msgid "Header design" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:13 -msgid "To modify the header's design, click on :guilabel:`Edit`, then click on the header. The following options are available in the :guilabel:`Header` section of the :guilabel:`Customize` tab in the website editor:" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:17 -msgid "Choose a :guilabel:`Template` from the drop-down menu." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:18 -msgid "Select :guilabel:`Background` settings to change the color palette through different :ref:`Theme styles `, :guilabel:`Custom` color options, and :guilabel:`Gradient` ones." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:21 -msgid "When adding a :guilabel:`Border` to the header, its size, style, and color can be defined." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:22 -msgid "Adapt :guilabel:`Round corners` to fit the design." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:23 -msgid "Add a :guilabel:`Shadow` and define its :guilabel:`Color`, :guilabel:`Offset`, :guilabel:`Blur`, and :guilabel:`Spread`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:25 -msgid "Add a :guilabel:`Scroll Effect`. Hover on an effect to preview it." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:26 -msgid "Choose the :guilabel:`Header Position` between :guilabel:`Regular`, :guilabel:`Hidden`, and :guilabel:`Over The Content`. When :guilabel:`Over The Content` is selected, you can customize the :guilabel:`Background` and :guilabel:`Text Color`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:29 -msgid "Show or hide :guilabel:`Elements` such as text, the search bar, :guilabel:`Sign in` button, social media links, :guilabel:`Contact us` button, and logo." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:32 -#: ../../content/applications/websites/website/pages/header_footer.rst:109 -#: ../../content/applications/websites/website/pages/header_footer.rst:151 -#: ../../content/applications/websites/website/pages/header_footer.rst:169 -msgid "To finalize changes, click on :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:35 -msgid "To hide the header, click on :guilabel:`Edit`, click on the header, and go to the :guilabel:`Theme` tab of the website editor. Scroll down to the :guilabel:`Advanced` section and toggle the :guilabel:`Show Header` switch to hide/show the header." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:42 -msgid "Header content" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:44 -msgid "Menus organize the header’s content and help users navigate through web pages effectively. User-friendly and well-structured menus also play a crucial role in improving :doc:`search engine rankings `." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:51 -msgid "Menu editor" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:53 -msgid "The menu editor allows to edit the website's header and add :ref:`menu items ` and :ref:`mega menus `." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:57 -msgid "To edit the header's content, go to :menuselection:`Website --> Site --> Menu Editor`. From there, you can:" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:60 -msgid "**rename** a menu item or change its URL using the :guilabel:`Edit Menu Item` icon;" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:61 -msgid "**delete** a menu item using the :guilabel:`Delete Menu Item` icon;" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:62 -msgid "**move** a menu item by dragging and dropping it to the desired place in the menu;" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:63 -msgid "**create a regular drop-down menu** by dragging and dropping the sub-menu items to the right, underneath their parent menu." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:-1 -msgid "Menu editor with sub-menus" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:70 -msgid "You can also access the menu editor by clicking :guilabel:`Edit`, selecting any menu item, and clicking the :guilabel:`Edit Menu` icon." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:0 -msgid "Access the Menu editor while in Edit mode." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:79 -msgid "Adding menu items" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:81 -msgid "By default, pages are added to the menu as drop-down menu items when :doc:`they are created <../pages>`. To add a new menu item, follow these steps:" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:84 -msgid "Go to :menuselection:`Website --> Site --> Menu Editor`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:85 -msgid "In the menu editor, click :guilabel:`Add Menu Item`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:86 -msgid "In the pop-up window, enter the :guilabel:`Name` to be displayed in the menu." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:87 -msgid "Type `/` in the :guilabel:`URL or Email` field to search for a page on your website or `#` to search for an existing custom anchor." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:89 -msgid "Click :guilabel:`OK`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:90 -msgid "Edit the :ref:`menu structure ` if needed, then :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:94 -msgid "Menu item design" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:96 -msgid "To modify the menu items, click on :guilabel:`Edit`, click on a menu item, then go to the :guilabel:`Navbar` section of the website editor. The following options are available:" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:99 -msgid "Adapt the :guilabel:`Mobile Alignment`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:100 -msgid "Choose the :guilabel:`Font` for the menu items." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:101 -msgid "Change the font size, color, and alignment in the :guilabel:`Format` field." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:102 -msgid "Select a :guilabel:`Links Style` to highlight the current page in the menu." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:103 -msgid "Change the :ref:`style of the header buttons `." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:104 -msgid "Choose to display the :guilabel:`Sub Menus` :guilabel:`On Hover` or :guilabel:`On Click`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:107 -msgid "The fields available in the :guilabel:`Navbar` section can vary depending on the chosen template." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:114 -msgid "Mega menus" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:116 -msgid "Mega menus are similar to drop-down menus, but instead of a simple list of sub-menus, they display a panel divided into groups of navigation options. This makes them suitable for websites with large amounts of content or :doc:`e-commerce websites <../../ecommerce>`, as they can help include all of your web pages or :doc:`e-commerce categories <../../ecommerce/products/catalog>` in the menu while still making all menu items visible at once." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:-1 -msgid "Mega menu in the navigation bar." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:125 -msgid "To create a mega menu, go to :menuselection:`Website --> Site --> Menu Editor` and click :guilabel:`Add Mega Menu Item`. Enter the :guilabel:`Name` of the mega menu in the pop-up, click :guilabel:`OK`, then :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:129 -msgid "To adapt the options and content of the mega menu, click on a mega menu item in the header, then click :guilabel:`Edit`. Mega menus are composed of building blocks, which means you can customize each component individually. For example:" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:133 -msgid "Edit the text directly in the building block." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:134 -msgid "Edit a menu item's URL by selecting the menu item and clicking the :guilabel:`Edit link` button in the small preview pop-up. Type `/` to search for a page on your website, or `#` to search for an existing custom anchor." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:0 -msgid "Edit a mega menu option." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:141 -msgid "Move a menu item by dragging and dropping the related block to the desired position in the mega menu." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:143 -msgid "Delete a menu item by deleting the related block." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:145 -msgid "To adapt the general layout of the mega menu, go to the :guilabel:`Customize` tab of the website editor, then, in the :guilabel:`Mega Menu` section:" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:148 -msgid "Choose a :guilabel:`Template`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:149 -msgid "Pick the :guilabel:`Size`: either :guilabel:`Full-Width` or :guilabel:`Narrow`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:154 -msgid "Footer design" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:156 -msgid "To modify the footer, click on :guilabel:`Edit`, click on the footer, and in the :guilabel:`Footer` section of the :guilabel:`Customize` tab in the website editor:" -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:159 -msgid "Select a :guilabel:`Template`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:160 -msgid "Choose its :guilabel:`Colors`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:161 -msgid "Choose a :guilabel:`Slideout Effect`: :guilabel:`Regular` (i.e., no effect), :guilabel:`Slide Hover`, or :guilabel:`Shadow`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:163 -msgid "Toggle the :guilabel:`Copyright` switch to hide or show the copyright." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:164 -msgid "Choose the :guilabel:`Border` size." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:165 -msgid "Add a :guilabel:`Shadow`." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:166 -msgid "Add a :guilabel:`Scroll Top Button` and choose its position." -msgstr "" - -#: ../../content/applications/websites/website/pages/header_footer.rst:167 -msgid "Hide or show the footer by toggling the :guilabel:`Page visibility` switch." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:3 -msgid "Search Engine Optimization (SEO)" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:5 -msgid "Search Engine Optimization, often abbreviated as SEO, is a digital marketing strategy to improve a website's visibility and ranking in search engine results (e.g., in Google). It involves optimizing various elements on your website, including its content, social sharing, URLs, images, and page speed." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:11 -msgid "Odoo provides several modules to help you build your website content, such as :doc:`eCommerce <../../ecommerce>`, :doc:`Blog <../../blog>`, :doc:`eLearning <../../elearning>`, and :doc:`Forum <../../forum>`." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:14 -msgid "All Odoo :doc:`themes <../web_design/themes>` rely on the CSS Framework `Bootstrap `_ to render efficiently according to the device: desktop, tablet, or mobile, which positively impacts ranking in search engines." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:19 -msgid "`Magic Sheet - Optimize your website [PDF] `_" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:23 -msgid "Content optimization" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:25 -msgid "To optimize a webpage's SEO, access the page, then go to :menuselection:`Website --> Site --> Optimize SEO`." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:-1 -msgid "Optimize SEO" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:32 -msgid "Meta tags" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:34 -msgid "Meta tags are HTML elements that provide information about a webpage to search engines and website visitors. They play a crucial role in SEO by helping search engines understand the content and context of a webpage and attract visitors with appealing content. There are two types of meta tags in Odoo:" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:39 -msgid ":guilabel:`Title` tags specify a webpage's title and are displayed as a clickable link in search engine results. They should be concise, descriptive, and relevant to the page's content. You can update the title tag of your webpage or keep it empty to use the default value based on the page’s content." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:44 -msgid ":guilabel:`Description` tags summarize the webpage's content, often displayed in search engine results below the title. They are used to encourage the user to visit the page. You can update the description tag of your webpage or keep it empty to use the default value based on the page’s content." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:50 -msgid "The :guilabel:`Preview` card displays how the title and description tags should appear in search results. It also includes the URL of your page." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:54 -msgid "Keywords" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:56 -msgid "Keywords are one of the main elements of SEO. A website that is well optimized for search engines speaks the same language as potential visitors, with keywords for SEO helping them to connect to your site." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:60 -msgid "You can enter the keywords you consider essential in the :guilabel:`Keyword` field and click :guilabel:`ADD` to see how they are used at different levels in your content (H1, H2, page title, page description, page content) and the related searches in Google. The tool also suggests relevant keywords to drive your web traffic. The more keywords are present on your webpage, the better." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:66 -msgid "It is strongly recommended to only use one H1 title per page for SEO." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:69 -msgid "Image for social share" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:71 -msgid "When you share your page on social media, your logo image is selected, but you can upload any other image by clicking the upward arrow." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:75 -msgid "The :guilabel:`Social Preview` card displays how the page's information would appear when shared." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:77 -msgid "If you change the title of a blog post or the name of a product, the changes apply automatically everywhere on your website. The old link still functions when external websites use a :ref:`301 redirect `, maintaining the SEO link juice." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:82 -#: ../../content/applications/websites/website/web_design/elements.rst:64 -msgid "Images" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:84 -msgid "The size of images has a significant impact on page speed, which is an essential criterion for search engines to optimize SEO ranking." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:88 -msgid "Compare how your website ranks using `Google Page Speed `_ or `Pingdom Website Speed Test `_." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:91 -msgid "Odoo automatically compresses uploaded images and converts them to `Webp`. With this file format, photos are smaller, which increases the page loading speed and, therefore, gives a better ranking in SEO. All images used in Odoo official :doc:`themes <../web_design/themes>` are also compressed by default. If you are using a third-party theme, it may provide images that are not compressed efficiently." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:97 -msgid "**To modify an image** from your website, select the image, click :guilabel:`Edit`, then go to the :guilabel:`Customize` tab, and adapt the :guilabel:`Format` in the :guilabel:`Image` section." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:-1 -msgid "automated image compression" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:104 -msgid "Alt tags are used to provide context to what an image is displaying, informing search engine crawlers and allowing them to index an image correctly. Adding alt tags keywords in the :guilabel:`Description` field is essential from an SEO perspective. This description is added to the HTML code of your image, and it is shown when the image cannot be displayed." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:110 -msgid "Advanced features" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:113 -msgid "Structured data markup" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:115 -msgid "Structured data markup is used to generate rich snippets in search engine results. It is a way for websites to send structured data to search engine robots, helping them understand your content and create well-presented search results." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:119 -msgid "By default, Google supports many `rich snippets `_ for content types, including Reviews, People, Products, Businesses, Events, and Organizations." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:122 -msgid "Microdata is a set of tags, introduced with HTML5, that help search engines better understand your content and display it in a relevant way. Odoo implements microdata as defined in the schema.org `specification `_ for events, eCommerce products, forum posts, and contact addresses. This allows your product pages to be displayed in Google using extra information like the price and rating of a product:" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:-1 -msgid "snippets in search engine results" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:132 -msgid "robots.txt" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:134 -msgid "A `robots.txt` file instructs search engine crawlers which parts of a website they are permitted to access. Its primary purpose is to:" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:137 -msgid "**Prevent overloading the website:** By guiding crawlers away from certain sections, robots.txt helps manage server load." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:139 -msgid "**Control access to resources and detailed descriptions:** It can prevent crawlers from accessing media files (images, videos), CSS stylesheets, and JavaScript files, and from reading the content (text) of specific pages." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:143 -msgid "When indexing your website, search engines first look at the robots.txt file. Odoo automatically creates one robot.txt file available on `mydatabase.odoo.com/robots.txt`." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:147 -msgid "Reputable bots adhere to robots.txt; others may require blocking via :ref:`Cloudflare ` on your custom domain." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:151 -msgid "Edit robots.txt" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:153 -msgid "By editing a robots.txt file, you can control which site pages are accessible to search engine crawlers. To add custom instructions to the file, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`SEO` section, and click :guilabel:`Edit robots.txt`." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:158 -msgid "If you do not want robots to crawl the `/about-us` page of your site, you can edit the robots.txt file to add `Disallow: /about-us`." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:162 -msgid "While `robots.txt` prevents content from being crawled, **it does not guarantee that a page will not be indexed**. A page can still appear in search results if it is linked to from other crawled pages (indexed by \"reference\"). Google generally does not recommend using robots.txt to block webpages that you wish to keep out of search results entirely." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:168 -msgid "Prevent a page from being indexed" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:170 -msgid "To effectively prevent a page from appearing in search engine results, use one of the following methods:" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:173 -msgid "**noindex tag:** Access the page's :ref:`properties ` and toggle the :guilabel:`Indexed` switch off." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:177 -msgid "This option is not yet available for :ref:`dynamic pages `." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:179 -msgid "**404 or 403:** Configure the page to return a 404 (Not Found) or 403 (Forbidden) HTTP status code. These codes signal to search engines that the page does not exist or is inaccessible, leading to its eventual removal from the index." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:183 -msgid "**404:** :ref:`Configure a 404 redirection. `" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:184 -msgid "**403:** Access the page's :ref:`properties ` and toggle the :guilabel:`Visibility` switch off or :ref:`unpublish the page `." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:187 -msgid "**Google Search Console:** Use Google Search Console to request the removal of specific URLs from Google's index." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:191 -msgid ":doc:`../configuration/google_search_console`" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:192 -msgid ":doc:`../pages`" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:195 -msgid "Sitemap" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:197 -msgid "The sitemap points out website pages and their relation to each other to search engine robots. Odoo generates a `/sitemap.xml` file, including all URLs. For performance reasons, this file is cached and updated every 12 hours." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:202 -msgid "If your website has a lot of pages, Odoo automatically creates a Sitemap Index file, respecting the `sitemaps.org protocol `_, grouping sitemap URLs in 45000 chunks per file." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:206 -msgid "Every sitemap entry has three attributes that are computed automatically:" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:208 -msgid "``: the URL of a page." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:209 -msgid "``: last modification date of the resource, computed automatically based on the related object. For a page related to a product, this could be the last modification date of the product or the page." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:212 -msgid "``: modules may implement their priority algorithm based on their content (for example, a forum might assign a priority based on the number of votes on a specific post). The priority of a static page is defined by its priority field, which is normalized (16 is the default)." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:217 -msgid "To prevent pages from appearing in a sitemap, go to :menuselection:`Site --> Properties`, click the :guilabel:`Publish` tab, and turn off the :guilabel:`Indexed` feature." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:0 -msgid "disabling the “Indexed” checkbox" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:224 -msgid "Hreflang HTML tags" -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:226 -msgid "Odoo automatically includes `hreflang` and `x-default` tags in the code of your website's multilingual pages. These HTML attributes are crucial in informing search engines about a specific page's language and geographical targeting." -msgstr "" - -#: ../../content/applications/websites/website/pages/seo.rst:231 -msgid ":doc:`../configuration/translate`" -msgstr "" - #: ../../content/applications/websites/website/reporting/analytics.rst:3 msgid "Website analytics" msgstr "" @@ -7279,10 +6801,846 @@ msgstr "" msgid "Scroll down to the :guilabel:`Statistics` section to get an overview of the number of clicks of your tracked links. You can display information for a specific period by clicking the :guilabel:`All Time`, :guilabel:`Last Month`, or :guilabel:`Last Week` options." msgstr "" -#: ../../content/applications/websites/website/web_design.rst:5 +#: ../../content/applications/websites/website/structure.rst:7 +msgid "Structure" +msgstr "" + +#: ../../content/applications/websites/website/structure.rst:9 +msgid "Structure your website using :doc:`pages <../website/structure/pages>`, provide consistent visual and navigational framework with :doc:`headers and footers <../website/structure/header_footer>` and optimize your online presence with :doc:`Search Engine Optimization (SEO) <../website/structure/seo>`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:3 +msgid "Headers and footers" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:5 +msgid "The website header is the top section of a web page and usually contains elements such as the logo, the :ref:`menu `, the search bar, the sign-in/customer account button, etc. The footer is displayed at the bottom of a web page and usually contains information such as contact details, links, legal notices, and other options." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:11 +msgid "Header design" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:13 +msgid "To modify the header's design, click on :guilabel:`Edit`, then click on the header. The following options are available in the :guilabel:`Header` section of the :guilabel:`Customize` tab in the website editor:" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:17 +msgid "Choose a :guilabel:`Template` from the drop-down menu." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:18 +msgid "Select :guilabel:`Background` settings to change the color palette through different :ref:`Theme styles `, :guilabel:`Custom` color options, and :guilabel:`Gradient` ones." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:21 +msgid "When adding a :guilabel:`Border` to the header, its size, style, and color can be defined." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:22 +msgid "Adapt :guilabel:`Round corners` to fit the design." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:23 +msgid "Add a :guilabel:`Shadow` and define its :guilabel:`Color`, :guilabel:`Offset`, :guilabel:`Blur`, and :guilabel:`Spread`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:25 +msgid "Add a :guilabel:`Scroll Effect`. Hover on an effect to preview it." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:26 +msgid "Choose the :guilabel:`Header Position` between :guilabel:`Regular`, :guilabel:`Hidden`, and :guilabel:`Over The Content`. When :guilabel:`Over The Content` is selected, you can customize the :guilabel:`Background` and :guilabel:`Text Color`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:29 +msgid "Show or hide :guilabel:`Elements` such as text, the search bar, :guilabel:`Sign in` button, social media links, :guilabel:`Contact us` button, and logo." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:32 +#: ../../content/applications/websites/website/structure/header_footer.rst:109 +#: ../../content/applications/websites/website/structure/header_footer.rst:151 +#: ../../content/applications/websites/website/structure/header_footer.rst:169 +msgid "To finalize changes, click on :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:35 +msgid "To hide the header, click on :guilabel:`Edit`, click on the header, and go to the :guilabel:`Theme` tab of the website editor. Scroll down to the :guilabel:`Advanced` section and toggle the :guilabel:`Show Header` switch to hide/show the header." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:42 +msgid "Header content" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:44 +msgid "Menus organize the header’s content and help users navigate through web pages effectively. User-friendly and well-structured menus also play a crucial role in improving :doc:`search engine rankings `." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:51 +msgid "Menu editor" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:53 +msgid "The menu editor allows to edit the website's header and add :ref:`menu items ` and :ref:`mega menus `." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:57 +msgid "To edit the header's content, go to :menuselection:`Website --> Site --> Menu Editor`. From there, you can:" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:60 +msgid "**rename** a menu item or change its URL using the :guilabel:`Edit Menu Item` icon;" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:61 +msgid "**delete** a menu item using the :guilabel:`Delete Menu Item` icon;" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:62 +msgid "**move** a menu item by dragging and dropping it to the desired place in the menu;" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:63 +msgid "**create a regular drop-down menu** by dragging and dropping the sub-menu items to the right, underneath their parent menu." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:-1 +msgid "Menu editor with sub-menus" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:70 +msgid "You can also access the menu editor by clicking :guilabel:`Edit`, selecting any menu item, and clicking the :guilabel:`Edit Menu` icon." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:0 +msgid "Access the Menu editor while in Edit mode." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:79 +msgid "Adding menu items" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:81 +msgid "By default, pages are added to the menu as drop-down menu items when :doc:`they are created <../structure/pages>`. To add a new menu item, follow these steps:" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:84 +msgid "Go to :menuselection:`Website --> Site --> Menu Editor`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:85 +msgid "In the menu editor, click :guilabel:`Add Menu Item`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:86 +msgid "In the pop-up window, enter the :guilabel:`Name` to be displayed in the menu." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:87 +msgid "Type `/` in the :guilabel:`URL or Email` field to search for a page on your website or `#` to search for an existing custom anchor." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:89 +msgid "Click :guilabel:`OK`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:90 +msgid "Edit the :ref:`menu structure ` if needed, then :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:94 +msgid "Menu item design" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:96 +msgid "To modify the menu items, click on :guilabel:`Edit`, click on a menu item, then go to the :guilabel:`Navbar` section of the website editor. The following options are available:" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:99 +msgid "Adapt the :guilabel:`Mobile Alignment`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:100 +msgid "Choose the :guilabel:`Font` for the menu items." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:101 +msgid "Change the font size, color, and alignment in the :guilabel:`Format` field." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:102 +msgid "Select a :guilabel:`Links Style` to highlight the current page in the menu." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:103 +msgid "Change the :ref:`style of the header buttons `." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:104 +msgid "Choose to display the :guilabel:`Sub Menus` :guilabel:`On Hover` or :guilabel:`On Click`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:107 +msgid "The fields available in the :guilabel:`Navbar` section can vary depending on the chosen template." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:114 +msgid "Mega menus" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:116 +msgid "Mega menus are similar to drop-down menus, but instead of a simple list of sub-menus, they display a panel divided into groups of navigation options. This makes them suitable for websites with large amounts of content or :doc:`e-commerce websites <../../ecommerce>`, as they can help include all of your web pages or :doc:`e-commerce categories <../../ecommerce/products/catalog>` in the menu while still making all menu items visible at once." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:-1 +msgid "Mega menu in the navigation bar." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:125 +msgid "To create a mega menu, go to :menuselection:`Website --> Site --> Menu Editor` and click :guilabel:`Add Mega Menu Item`. Enter the :guilabel:`Name` of the mega menu in the pop-up, click :guilabel:`OK`, then :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:129 +msgid "To adapt the options and content of the mega menu, click on a mega menu item in the header, then click :guilabel:`Edit`. Mega menus are composed of building blocks, which means you can customize each component individually. For example:" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:133 +msgid "Edit the text directly in the building block." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:134 +msgid "Edit a menu item's URL by selecting the menu item and clicking the :guilabel:`Edit link` button in the small preview pop-up. Type `/` to search for a page on your website, or `#` to search for an existing custom anchor." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:0 +msgid "Edit a mega menu option." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:141 +msgid "Move a menu item by dragging and dropping the related block to the desired position in the mega menu." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:143 +msgid "Delete a menu item by deleting the related block." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:145 +msgid "To adapt the general layout of the mega menu, go to the :guilabel:`Customize` tab of the website editor, then, in the :guilabel:`Mega Menu` section:" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:148 +msgid "Choose a :guilabel:`Template`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:149 +msgid "Pick the :guilabel:`Size`: either :guilabel:`Full-Width` or :guilabel:`Narrow`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:154 +msgid "Footer design" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:156 +msgid "To modify the footer, click on :guilabel:`Edit`, click on the footer, and in the :guilabel:`Footer` section of the :guilabel:`Customize` tab in the website editor:" +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:159 +msgid "Select a :guilabel:`Template`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:160 +msgid "Choose its :guilabel:`Colors`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:161 +msgid "Choose a :guilabel:`Slideout Effect`: :guilabel:`Regular` (i.e., no effect), :guilabel:`Slide Hover`, or :guilabel:`Shadow`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:163 +msgid "Toggle the :guilabel:`Copyright` switch to hide or show the copyright." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:164 +msgid "Choose the :guilabel:`Border` size." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:165 +msgid "Add a :guilabel:`Shadow`." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:166 +msgid "Add a :guilabel:`Scroll Top Button` and choose its position." +msgstr "" + +#: ../../content/applications/websites/website/structure/header_footer.rst:167 +msgid "Hide or show the footer by toggling the :guilabel:`Page visibility` switch." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:5 +msgid "Pages" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:7 +msgid "Odoo allows you to create pages for your website and customize their content and appearance to your needs." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:12 +msgid "**Static** pages, such as the homepage or any :ref:`custom-created `, contain fixed content that does not change dynamically. You can manually create these pages, define their URLs, and adapt their :ref:`properties ` as needed. **Dynamic** pages, on the other hand, are generated dynamically. All pages generated automatically by Odoo, for example, when you install an app or module (e.g., `/shop` or `/blog`) or publish a new product or :doc:`blog post <../../blog>`, are dynamic pages and are therefore managed differently." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:22 +msgid "Page creation" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:24 +msgid "Website pages can be created from the **frontend** and the **backend**. To create a new website page, proceed as follows:" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:27 +msgid "Either open the **Website** app, click :guilabel:`+ New` in the top-right corner, then select :guilabel:`Page`;" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:29 +msgid "Or go to :menuselection:`Website --> Site --> Pages` and click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:30 +msgid "In the :guilabel:`New Page` selection menu, click on a template. They are sorted by type:" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:32 +msgid ":guilabel:`Basic`: Multi-purpose page. A blank page is also available to start from scratch." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:33 +msgid ":guilabel:`About`: Information about your brand." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:34 +msgid ":guilabel:`Landing Pages`: Summary of company content and info." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:35 +msgid ":guilabel:`Gallery`: Photos and media showcase." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:36 +msgid ":guilabel:`Services`: Focus on what you're selling and contact." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:37 +msgid ":guilabel:`Pricing Plans`: Highlight on subscription and prices." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:38 +msgid ":guilabel:`Team`: The people behind your company." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:39 +msgid ":guilabel:`Custom`: To select a custom template. To add a template to this category, open the page you want to save as a template, then go to :menuselection:`Site --> Properties`, enter the :guilabel:`Page Title`, :ref:`edit the page's properties `, enable :guilabel:`Is a template`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:45 +msgid "Enter a :guilabel:`Page Title`; this title is used in the menu and the page's URL." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:47 +msgid "If needed, :doc:`customize the page's content and appearance <../web_design>` using the website editor, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:49 +msgid ":ref:`Publish ` the page." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:52 +msgid "Disable :guilabel:`Add to menu` if the page should not appear in the menu." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:57 +msgid "Page management" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:62 +msgid "Publishing/unpublishing pages" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:64 +msgid "Pages need to be published to make them visible to website visitors. To publish or unpublish a page, access it and toggle the switch in the upper-right corner from :guilabel:`Unpublished` to :guilabel:`Published`, or vice versa." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:-1 +msgid "Unpublished/Published toggle" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:72 +msgid "It is also possible to:" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:74 +msgid "Publish/unpublish a page from the :ref:`page properties `, where you can define a publishing date and/or restrict the page's visibility if needed;" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:76 +msgid "Publish/unpublish several pages at once: go to :menuselection:`Website --> Site --> Pages`, select the pages, then click :guilabel:`Action` and select :guilabel:`Publish` or :guilabel:`Unpublish`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:81 +msgid "Alternatively, you can define any :ref:`static page ` as your homepage by going to :menuselection:`Website --> Site --> Properties`. Select the :guilabel:`Publish` tab and enable :guilabel:`Use as Homepage`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:88 +msgid "Page properties" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:90 +msgid "To modify a :ref:`static page's ` properties, access the page you wish to modify, then go to :menuselection:`Site --> Properties`, where you can change the following properties:" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:94 +msgid ":guilabel:`Page URL` : Modify the page URL in the field. In this case, you can redirect the old URL to the new one if needed. To do so, enable :guilabel:`Redirect old URL`, then select the :guilabel:`Type` of :ref:`redirection `:" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:98 +msgid ":guilabel:`301 Moved permanently`: to redirect the page permanently." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:99 +msgid ":guilabel:`302 Moved temporarily`: to redirect the page temporarily." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:0 +msgid "Redirect old URL" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:104 +msgid ":guilabel:`In Menu`: Disable if you don't want the page to appear in the menu." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:105 +msgid ":guilabel:`Is Homepage`: Enable if you want the page to be the homepage of your website." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:106 +msgid ":guilabel:`Published`: Enable to publish the page." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:107 +msgid ":guilabel:`Publishing Date`: To publish the page at a specific date and time, click the field, set the date and time, then press **Enter** or click :guilabel:`Apply` to validate your selection." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:109 +msgid ":guilabel:`Indexed`: Disable if you don't want the page to appear in search engine results." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:110 +msgid ":guilabel:`Visibility`: Select who can access the page:" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:112 +msgid ":guilabel:`Public`: Everyone can access the page." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:113 +msgid ":guilabel:`Signed In`: Only signed-in users can access the page." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:114 +msgid ":guilabel:`Restricted Group`: Select the :doc:`user access group(s) ` in the :guilabel:`Authorized group` field." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:116 +msgid ":guilabel:`With Password`: Type the password required to access the page in the :guilabel:`Password` field." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:119 +msgid ":guilabel:`Is a template`: Toggle the switch to save the page as a template and add it to the :guilabel:`Custom` category." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:123 +msgid "*Some* of these properties can also be modified in batch from :menuselection:`Website --> Site --> Pages`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:129 +msgid "Duplicating pages" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:131 +msgid "To duplicate a page, access the page, then go to :menuselection:`Site --> Properties`, and click :guilabel:`Duplicate Page`. Enter a :guilabel:`Page Name`, then click :guilabel:`OK`. By default, the new page is added after the duplicated page in the menu, but you can remove it from the menu or change its position using the :doc:`menu editor `." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:139 +msgid "Deleting pages" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:141 +msgid "To delete a page, proceed as follows:" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:143 +msgid "Access the page, then go to :menuselection:`Site --> Properties` and click :guilabel:`Delete Page`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:144 +msgid "A pop-up window shows all links referring to the page you want to delete, organized by category. To ensure website visitors don't land on an error page, you must update all the links on your website referring to the page. To do so, expand a category, then click on a link to open it in a new window. Alternatively, you can set up a :ref:`redirection ` for the deleted page." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:149 +msgid "Once you have updated the links (or set up a :ref:`redirection `), tick the :guilabel:`I am sure about this` check box, then click :guilabel:`OK`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:155 +msgid "URL redirect mapping" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:157 +msgid "URL redirect mapping consists in sending visitors and search engines to a URL different from the one they initially requested. This technique is used, for example, to prevent broken links when you :ref:`delete a page `, :ref:`modify its URL `, or migrate your site from another platform to an Odoo :doc:`domain <../configuration/domain_names>`. It can also be used to improve :doc:`seo`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:163 +msgid "To access existing URL redirections and create new ones, :doc:`activate the developer mode ` and go to :menuselection:`Website --> Configuration --> Redirects`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:168 +msgid "A redirect record is added automatically every time you :ref:`modify a page's URL ` and enable :guilabel:`Redirect Old URL`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:170 +msgid "You can set up redirections for :ref:`static and dynamic pages `." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:172 +msgid "To create a new redirection, click the :guilabel:`New` button, then fill in the fields:" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:174 +msgid ":guilabel:`Name`: Enter a name to identify the redirect." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:175 +msgid ":guilabel:`Action`: Select the type of redirection:" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:177 +msgid ":guilabel:`404 Not found`: visitors are redirected to a 404 error page when they try to access an unpublished or deleted page." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:179 +msgid ":guilabel:`301 Moved Permanently`: for permanent redirections of unpublished or deleted :ref:`static pages `. The new URL is shown in search engine results, and the redirect is cached by browsers." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:182 +msgid ":guilabel:`302 Moved Temporarily`: for short-term redirections, for example, if you are redesigning or updating a page. The new URL is neither cached by browsers nor shown in search engine results." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:185 +msgid ":guilabel:`308 Redirect/Rewrite`: for permanent redirections of existing :ref:`dynamic pages `. The URL is renamed; the new name is shown in search engine results and is cached by browsers. Use this redirect type to rename a dynamic page, for example, if you wish to rename `/shop` into `/market`." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:190 +msgid ":guilabel:`URL from`: Enter the URL to be redirected (e.g., `/about-the-company`) or search for the desired :ref:`dynamic page ` and select it from the list." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:192 +msgid ":guilabel:`URL to`: For 301, 302, and 308 redirects, enter the URL to be redirected to. If you want to redirect to an external URL, include the protocol (e.g., `https://`)." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:194 +msgid ":guilabel:`Website`: Select a specific website." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:195 +msgid ":guilabel:`Sequence`: To define the order in which redirections are performed, e.g., in the case of redirect chains (i.e., a series of redirects where one URL is redirected to another one, which is itself further redirected to another URL)." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:199 +msgid "Toggle the :guilabel:`Activate` switch to deactivate the redirection." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:202 +msgid "404, 301, and 302 redirections are meant to migrate traffic from :ref:`unpublished ` or :ref:`deleted ` pages to *new* pages, while the 308 redirect is used for *permanent* redirections of *existing* pages." +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:207 +msgid "`Google documentation on redirects and search `_" +msgstr "" + +#: ../../content/applications/websites/website/structure/pages.rst:208 +msgid ":doc:`seo`" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:3 +msgid "Search Engine Optimization (SEO)" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:5 +msgid "Search Engine Optimization, often abbreviated as SEO, is a digital marketing strategy to improve a website's visibility and ranking in search engine results (e.g., in Google). It involves optimizing various elements on your website, including its content, social sharing, URLs, images, and page speed." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:11 +msgid "Odoo provides several modules to help you build your website content, such as :doc:`eCommerce <../../ecommerce>`, :doc:`Blog <../../blog>`, :doc:`eLearning <../../elearning>`, and :doc:`Forum <../../forum>`." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:14 +msgid "All Odoo :doc:`themes <../web_design/themes>` rely on the CSS Framework `Bootstrap `_ to render efficiently according to the device: desktop, tablet, or mobile, which positively impacts ranking in search engines." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:19 +msgid "`Magic Sheet - Optimize your website [PDF] `_" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:23 +msgid "Content optimization" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:25 +msgid "To optimize a webpage's SEO, access the page, then go to :menuselection:`Website --> Site --> Optimize SEO`." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:-1 +msgid "Optimize SEO" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:32 +msgid "Meta tags" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:34 +msgid "Meta tags are HTML elements that provide information about a webpage to search engines and website visitors. They play a crucial role in SEO by helping search engines understand the content and context of a webpage and attract visitors with appealing content. There are two types of meta tags in Odoo:" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:39 +msgid ":guilabel:`Title` tags specify a webpage's title and are displayed as a clickable link in search engine results. They should be concise, descriptive, and relevant to the page's content. You can update the title tag of your webpage or keep it empty to use the default value based on the page’s content." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:44 +msgid ":guilabel:`Description` tags summarize the webpage's content, often displayed in search engine results below the title. They are used to encourage the user to visit the page. You can update the description tag of your webpage or keep it empty to use the default value based on the page’s content." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:50 +msgid "The :guilabel:`Preview` card displays how the title and description tags should appear in search results. It also includes the URL of your page." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:54 +msgid "Keywords" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:56 +msgid "Keywords are one of the main elements of SEO. A website that is well optimized for search engines speaks the same language as potential visitors, with keywords for SEO helping them to connect to your site." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:60 +msgid "You can enter the keywords you consider essential in the :guilabel:`Keyword` field and click :guilabel:`ADD` to see how they are used at different levels in your content (H1, H2, page title, page description, page content) and the related searches in Google. The tool also suggests relevant keywords to drive your web traffic. The more keywords are present on your webpage, the better." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:66 +msgid "It is strongly recommended to only use one H1 title per page for SEO." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:69 +msgid "Image for social share" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:71 +msgid "When you share your page on social media, your logo image is selected, but you can upload any other image by clicking the upward arrow." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:75 +msgid "The :guilabel:`Social Preview` card displays how the page's information would appear when shared." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:77 +msgid "If you change the title of a blog post or the name of a product, the changes apply automatically everywhere on your website. The old link still functions when external websites use a :ref:`301 redirect `, maintaining the SEO link juice." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:82 +#: ../../content/applications/websites/website/web_design/elements.rst:64 +msgid "Images" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:84 +msgid "The size of images has a significant impact on page speed, which is an essential criterion for search engines to optimize SEO ranking." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:88 +msgid "Compare how your website ranks using `Google Page Speed `_ or `Pingdom Website Speed Test `_." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:91 +msgid "Odoo automatically compresses uploaded images and converts them to `Webp`. With this file format, photos are smaller, which increases the page loading speed and, therefore, gives a better ranking in SEO. All images used in Odoo official :doc:`themes <../web_design/themes>` are also compressed by default. If you are using a third-party theme, it may provide images that are not compressed efficiently." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:97 +msgid "**To modify an image** from your website, select the image, click :guilabel:`Edit`, then go to the :guilabel:`Customize` tab, and adapt the :guilabel:`Format` in the :guilabel:`Image` section." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:-1 +msgid "automated image compression" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:104 +msgid "Alt tags are used to provide context to what an image is displaying, informing search engine crawlers and allowing them to index an image correctly. Adding alt tags keywords in the :guilabel:`Description` field is essential from an SEO perspective. This description is added to the HTML code of your image, and it is shown when the image cannot be displayed." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:110 +msgid "Advanced features" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:113 +msgid "Structured data markup" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:115 +msgid "Structured data markup is used to generate rich snippets in search engine results. It is a way for websites to send structured data to search engine robots, helping them understand your content and create well-presented search results." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:119 +msgid "By default, Google supports many `rich snippets `_ for content types, including Reviews, People, Products, Businesses, Events, and Organizations." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:122 +msgid "Microdata is a set of tags, introduced with HTML5, that help search engines better understand your content and display it in a relevant way. Odoo implements microdata as defined in the schema.org `specification `_ for events, eCommerce products, forum posts, and contact addresses. This allows your product pages to be displayed in Google using extra information like the price and rating of a product:" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:-1 +msgid "snippets in search engine results" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:132 +msgid "robots.txt" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:134 +msgid "A `robots.txt` file instructs search engine crawlers which parts of a website they are permitted to access. Its primary purpose is to:" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:137 +msgid "**Prevent overloading the website:** By guiding crawlers away from certain sections, robots.txt helps manage server load." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:139 +msgid "**Control access to resources and detailed descriptions:** It can prevent crawlers from accessing media files (images, videos), CSS stylesheets, and JavaScript files, and from reading the content (text) of specific pages." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:143 +msgid "When indexing your website, search engines first look at the robots.txt file. Odoo automatically creates one robot.txt file available on `mydatabase.odoo.com/robots.txt`." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:147 +msgid "Reputable bots adhere to robots.txt; others may require blocking via :ref:`Cloudflare ` on your custom domain." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:151 +msgid "Edit robots.txt" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:153 +msgid "By editing a robots.txt file, you can control which site pages are accessible to search engine crawlers. To add custom instructions to the file, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the :guilabel:`SEO` section, and click :guilabel:`Edit robots.txt`." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:158 +msgid "If you do not want robots to crawl the `/about-us` page of your site, you can edit the robots.txt file to add `Disallow: /about-us`." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:162 +msgid "While `robots.txt` prevents content from being crawled, **it does not guarantee that a page will not be indexed**. A page can still appear in search results if it is linked to from other crawled pages (indexed by \"reference\"). Google generally does not recommend using robots.txt to block webpages that you wish to keep out of search results entirely." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:168 +msgid "Prevent a page from being indexed" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:170 +msgid "To effectively prevent a page from appearing in search engine results, use one of the following methods:" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:173 +msgid "**noindex tag:** Access the page's :ref:`properties ` and toggle the :guilabel:`Indexed` switch off." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:177 +msgid "This option is not yet available for :ref:`dynamic pages `." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:179 +msgid "**404 or 403:** Configure the page to return a 404 (Not Found) or 403 (Forbidden) HTTP status code. These codes signal to search engines that the page does not exist or is inaccessible, leading to its eventual removal from the index." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:183 +msgid "**404:** :ref:`Configure a 404 redirection. `" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:184 +msgid "**403:** Access the page's :ref:`properties ` and toggle the :guilabel:`Visibility` switch off or :ref:`unpublish the page `." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:187 +msgid "**Google Search Console:** Use Google Search Console to request the removal of specific URLs from Google's index." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:191 +msgid ":doc:`../configuration/google_search_console`" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:192 +msgid ":doc:`pages`" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:195 +msgid "Sitemap" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:197 +msgid "The sitemap points out website pages and their relation to each other to search engine robots. Odoo generates a `/sitemap.xml` file, including all URLs. For performance reasons, this file is cached and updated every 12 hours." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:202 +msgid "If your website has a lot of pages, Odoo automatically creates a Sitemap Index file, respecting the `sitemaps.org protocol `_, grouping sitemap URLs in 45000 chunks per file." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:206 +msgid "Every sitemap entry has three attributes that are computed automatically:" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:208 +msgid "``: the URL of a page." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:209 +msgid "``: last modification date of the resource, computed automatically based on the related object. For a page related to a product, this could be the last modification date of the product or the page." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:212 +msgid "``: modules may implement their priority algorithm based on their content (for example, a forum might assign a priority based on the number of votes on a specific post). The priority of a static page is defined by its priority field, which is normalized (16 is the default)." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:217 +msgid "To prevent pages from appearing in a sitemap, go to :menuselection:`Site --> Properties`, click the :guilabel:`Publish` tab, and turn off the :guilabel:`Indexed` feature." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:0 +msgid "disabling the “Indexed” checkbox" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:224 +msgid "Hreflang HTML tags" +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:226 +msgid "Odoo automatically includes `hreflang` and `x-default` tags in the code of your website's multilingual pages. These HTML attributes are crucial in informing search engines about a specific page's language and geographical targeting." +msgstr "" + +#: ../../content/applications/websites/website/structure/seo.rst:231 +msgid ":doc:`../configuration/translate`" +msgstr "" + +#: ../../content/applications/websites/website/web_design.rst:7 msgid "Web design" msgstr "" +#: ../../content/applications/websites/website/web_design.rst:9 +msgid "Design your website using :doc:`building blocks <../website/web_design/building_blocks>`, customize its :doc:`theme <../website/web_design/themes>` with various options, structure and present content with :doc:`elements <../website/web_design/elements>`, and display or hide building blocks using :doc:`visibility settings <../website/web_design/visibility>`." +msgstr "" + #: ../../content/applications/websites/website/web_design/building_blocks.rst:5 msgid "Building blocks" msgstr "" @@ -7300,7 +7658,7 @@ msgid "Add a building block" msgstr "" #: ../../content/applications/websites/website/web_design/building_blocks.rst:19 -msgid "To add a block to a :doc:`website page <../pages>`, access the page, click :guilabel:`Edit`, then drag and drop the desired building block into the appropriate location. Two types of building blocks are available: :guilabel:`Categories` and :guilabel:`Inner Content`. :guilabel:`Inner Content` building blocks can only be added into :guilabel:`Categories` building blocks." +msgid "To add a block to a :doc:`website page <../structure/pages>`, access the page, click :guilabel:`Edit`, then drag and drop the desired building block into the appropriate location. Two types of building blocks are available: :guilabel:`Categories` and :guilabel:`Inner Content`. :guilabel:`Inner Content` building blocks can only be added into :guilabel:`Categories` building blocks." msgstr "" #: ../../content/applications/websites/website/web_design/building_blocks.rst:24