From dba6ea3d76a291893d83d8fe4ddbb8f77c7e172b Mon Sep 17 00:00:00 2001 From: "Tiffany Chang (tic)" Date: Thu, 27 Mar 2025 11:41:57 +0100 Subject: [PATCH] [I18N] *: re-export pot files As per usual, leave off developer.pot and contributing.pot since we don't translate them (not useful, can't really contribute to/dev in Odoo without knowing English) closes odoo/documentation#12667 X-original-commit: 7dfff8e Signed-off-by: Tiffany Chang (tic) --- locale/sources/administration.pot | 89 +- locale/sources/finance.pot | 2255 ++++++++++++++++---------- locale/sources/general.pot | 246 +-- locale/sources/inventory_and_mrp.pot | 151 +- locale/sources/sales.pot | 570 +++++-- locale/sources/studio.pot | 4 +- locale/sources/websites.pot | 969 +++++------ 7 files changed, 2544 insertions(+), 1740 deletions(-) diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index 48fae7e80..51fbb9ac1 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-02-20 12:15+0000\n" +"POT-Creation-Date: 2025-03-27 10:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2886,14 +2886,15 @@ msgstr "" #: ../../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:42 -#: ../../content/administration/supported_versions.rst:43 -#: ../../content/administration/supported_versions.rst:59 -#: ../../content/administration/supported_versions.rst:60 -#: ../../content/administration/supported_versions.rst:61 +#: ../../content/administration/supported_versions.rst:47 +#: ../../content/administration/supported_versions.rst:48 +#: ../../content/administration/supported_versions.rst:49 #: ../../content/administration/supported_versions.rst:65 #: ../../content/administration/supported_versions.rst:66 #: ../../content/administration/supported_versions.rst:67 +#: ../../content/administration/supported_versions.rst:71 +#: ../../content/administration/supported_versions.rst:72 +#: ../../content/administration/supported_versions.rst:73 msgid "|green|" msgstr "" @@ -4976,46 +4977,53 @@ msgid "End of support" msgstr "" #: ../../content/administration/supported_versions.rst:34 -msgid "Odoo SaaS 18.1" +msgid "Odoo SaaS 18.2" msgstr "" #: ../../content/administration/supported_versions.rst:36 #: ../../content/administration/supported_versions.rst:37 -#: ../../content/administration/supported_versions.rst:48 -#: ../../content/administration/supported_versions.rst:49 +#: ../../content/administration/supported_versions.rst:42 +#: ../../content/administration/supported_versions.rst:43 #: ../../content/administration/supported_versions.rst:54 #: ../../content/administration/supported_versions.rst:55 +#: ../../content/administration/supported_versions.rst:60 +#: ../../content/administration/supported_versions.rst:61 msgid "N/A" msgstr "" #: ../../content/administration/supported_versions.rst:38 -msgid "January 2025" +msgid "March 2025" msgstr "" #: ../../content/administration/supported_versions.rst:40 -msgid "**Odoo 18.0**" +msgid "Odoo SaaS 18.1" msgstr "" #: ../../content/administration/supported_versions.rst:44 -#: ../../content/administration/supported_versions.rst:51 -#: ../../content/administration/supported_versions.rst:57 -#: ../../content/administration/supported_versions.rst:75 -msgid "October 2024" -msgstr "" - -#: ../../content/administration/supported_versions.rst:45 -msgid "October 2027 (planned)" +msgid "January 2025" msgstr "" #: ../../content/administration/supported_versions.rst:46 +msgid "**Odoo 18.0**" +msgstr "" + +#: ../../content/administration/supported_versions.rst:50 +#: ../../content/administration/supported_versions.rst:57 +#: ../../content/administration/supported_versions.rst:63 +#: ../../content/administration/supported_versions.rst:81 +msgid "October 2024" +msgstr "" + +#: ../../content/administration/supported_versions.rst:51 +msgid "October 2027 (planned)" +msgstr "" + +#: ../../content/administration/supported_versions.rst:52 msgid "Odoo SaaS 17.4" msgstr "" -#: ../../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:59 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 @@ -5025,57 +5033,48 @@ msgstr "" msgid "|red|" msgstr "" -#: ../../content/administration/supported_versions.rst:50 +#: ../../content/administration/supported_versions.rst:56 msgid "July 2024" msgstr "" -#: ../../content/administration/supported_versions.rst:52 +#: ../../content/administration/supported_versions.rst:58 msgid "Odoo SaaS 17.2" msgstr "" -#: ../../content/administration/supported_versions.rst:56 +#: ../../content/administration/supported_versions.rst:62 msgid "April 2024" msgstr "" -#: ../../content/administration/supported_versions.rst:58 +#: ../../content/administration/supported_versions.rst:64 msgid "**Odoo 17.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:62 -#: ../../content/administration/supported_versions.rst:81 +#: ../../content/administration/supported_versions.rst:68 msgid "November 2023" msgstr "" -#: ../../content/administration/supported_versions.rst:63 +#: ../../content/administration/supported_versions.rst:69 msgid "October 2026 (planned)" msgstr "" -#: ../../content/administration/supported_versions.rst:64 +#: ../../content/administration/supported_versions.rst:70 msgid "**Odoo 16.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:68 +#: ../../content/administration/supported_versions.rst:74 msgid "October 2022" msgstr "" -#: ../../content/administration/supported_versions.rst:69 +#: ../../content/administration/supported_versions.rst:75 msgid "October 2025 (planned)" msgstr "" -#: ../../content/administration/supported_versions.rst:70 +#: ../../content/administration/supported_versions.rst:76 msgid "**Odoo 15.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:74 -msgid "October 2021" -msgstr "" - -#: ../../content/administration/supported_versions.rst:76 -msgid "**Odoo 14.0**" -msgstr "" - #: ../../content/administration/supported_versions.rst:80 -msgid "October 2020" +msgid "October 2021" msgstr "" #: ../../content/administration/supported_versions.rst:82 @@ -5083,11 +5082,11 @@ msgid "Older versions" msgstr "" #: ../../content/administration/supported_versions.rst:86 -msgid "Before 2020" +msgid "Before 2021" msgstr "" #: ../../content/administration/supported_versions.rst:87 -msgid "Before 2023" +msgid "Before 2024" msgstr "" #: ../../content/administration/supported_versions.rst:89 diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index b224027cd..8641c7fb0 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-02-20 12:15+0000\n" +"POT-Creation-Date: 2025-03-27 10:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -119,7 +119,7 @@ msgid "The **Partner Ledger** report displays the balance of your customers and msgstr "" #: ../../content/applications/finance/accounting.rst:129 -#: ../../content/applications/finance/accounting/customer_invoices.rst:204 +#: ../../content/applications/finance/accounting/customer_invoices.rst:129 #: ../../content/applications/finance/accounting/customer_invoices/deferred_revenues.rst:90 #: ../../content/applications/finance/accounting/reporting.rst:5 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:90 @@ -143,7 +143,7 @@ msgid "Statement" msgstr "" #: ../../content/applications/finance/accounting.rst:137 -#: ../../content/applications/finance/accounting/customer_invoices.rst:248 +#: ../../content/applications/finance/accounting/customer_invoices.rst:173 msgid "Balance sheet" msgstr "" @@ -172,12 +172,12 @@ msgid "Audit" msgstr "" #: ../../content/applications/finance/accounting.rst:147 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1042 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1048 msgid "General ledger" msgstr "" #: ../../content/applications/finance/accounting.rst:149 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1006 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1012 msgid "Trial balance" msgstr "" @@ -451,8 +451,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 #: ../../content/applications/finance/fiscal_localizations/austria.rst:45 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:537 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:251 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:560 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:39 #: ../../content/applications/finance/fiscal_localizations/canada.rst:22 #: ../../content/applications/finance/fiscal_localizations/chile.rst:763 @@ -464,13 +464,14 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:6 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/italy.rst:647 +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:101 #: ../../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:40 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:637 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:749 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:883 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:643 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:755 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:889 #: ../../content/applications/finance/fiscal_localizations/peru.rst:86 #: ../../content/applications/finance/fiscal_localizations/peru.rst:718 #: ../../content/applications/finance/fiscal_localizations/peru.rst:919 @@ -1715,7 +1716,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:90 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:444 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:365 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:292 msgid "Customer invoices" msgstr "" @@ -1827,7 +1828,7 @@ msgid "Invoice confirmation" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:76 -msgid "Click :guilabel:`Confirm` when the document is completed. The document's status changes to :guilabel:`Posted`, and a journal entry is generated based on the invoice configuration. On confirmation, Odoo assigns each document a unique number from a defined :ref:`sequence `." +msgid "Click :guilabel:`Confirm` when the document is completed. The document's status changes to :guilabel:`Posted`, and a journal entry is generated based on the invoice configuration. On confirmation, Odoo assigns each invoice a unique number from a defined :doc:`sequence `." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:82 @@ -1875,158 +1876,46 @@ msgstr "" msgid "Odoo's :doc:`follow-up actions ` help companies follow up on customer invoices. Different actions can be set up to remind customers to pay their outstanding invoices, depending on how much the customer is overdue. These actions are bundled into follow-up levels that trigger when an invoice is overdue by a certain number of days. If there are multiple overdue invoices for the same customer, the actions are performed on the most overdue invoice." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:129 -msgid "Sequence" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:131 -msgid "The sequence that Odoo assigns to each document is a unique number made up of a prefix and a number. The prefix combines the journal code and the entry date and is used to group entries by period. The number is unique for each period and is used to identify the entry. The default sequence on customer invoices is INV/YYYY/number. In some specific cases, :ref:`resequencing ` invoices might be necessary." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:140 -msgid "Resequencing" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:142 -msgid "Resequencing is not possible:" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:144 -msgid "When entries are before a lock date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:145 -msgid "When the sequence leads to a duplicate." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:146 -msgid "When the :guilabel:`Invoice Date` doesn't match the date contained in the new sequence number, e.g., if the sequence is changed to INV/2023/XXXXX for a document with an :guilabel:`Invoice Date` of 2024." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:150 -msgid "To change the invoice sequence with the structure INV/YYYY/MM/number, add `/MM` with the number of the month of the :guilabel:`Invoice date`. Odoo will recognize the \"/\" term as a month and update the future invoice sequence appropriately with the month of the :guilabel:`Invoice date`. For example, if the invoice date is January, change the sequence to `INV/2024/01/XXXXX`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:155 -msgid "In this case, if the :guilabel:`Invoice date` isn't aligned with the sequence number, a :guilabel:`Validation Error` message appears." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:160 -msgid "All sequence changes are logged in the chatter to keep the information." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:161 -msgid "Sequence changes also affect the format of future invoices' sequences." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:166 -msgid "Resequencing a single invoice" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:168 -msgid "To resequence the last confirmed invoice, click :guilabel:`Reset to Draft`, then change the sequence. The invoice now appears in red on the :guilabel:`Customer Invoices` list." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:174 -msgid "Mass-resequencing invoices" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:176 -msgid "It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from another invoicing or accounting system and the reference originates from the previous software, continuity for the current year must be maintained without restarting from the beginning." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:181 -msgid "This feature is only available to users with administrator or advisor access." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:183 -msgid "Follow these steps to resequence invoice numbers:" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:185 -msgid "Activate the :ref:`developer mode `." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:186 -msgid "From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:187 -msgid "Select the invoices that need a new sequence." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:188 -msgid "Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:189 -msgid "In the :guilabel:`Ordering` field, choose to" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:191 -msgid ":guilabel:`Keep current order`: The order of the numbers remains the same." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:192 -msgid ":guilabel:`Reorder by accounting date`: The number is reordered by accounting date." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:193 -msgid "Set the :guilabel:`First New Sequence`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:194 -msgid ":guilabel:`Preview Modifications` and click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:196 -msgid "The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:-1 -msgid "Resequence options window" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices.rst:209 +#: ../../content/applications/finance/accounting/customer_invoices.rst:134 msgid "Partner reports" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:214 +#: ../../content/applications/finance/accounting/customer_invoices.rst:139 msgid "Partner Ledger" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:216 +#: ../../content/applications/finance/accounting/customer_invoices.rst:141 msgid "The :guilabel:`Partner Ledger` report shows the balance of customers and suppliers. To access it, go to :menuselection:`Accounting --> Reporting --> Partner Ledger`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:222 +#: ../../content/applications/finance/accounting/customer_invoices.rst:147 #: ../../content/applications/finance/accounting/reporting.rst:102 msgid "Aged Receivable" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:224 +#: ../../content/applications/finance/accounting/customer_invoices.rst:149 msgid "To review outstanding customer invoices and their related due dates, use the :ref:`Aged Receivable ` report. To access it, go to :menuselection:`Accounting --> Reporting --> Aged Receivable`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:231 +#: ../../content/applications/finance/accounting/customer_invoices.rst:156 #: ../../content/applications/finance/accounting/reporting.rst:110 msgid "Aged Payable" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:233 +#: ../../content/applications/finance/accounting/customer_invoices.rst:158 msgid "To review outstanding vendor bills and their related due dates, use the :ref:`Aged Payable ` report. To access it, go to :menuselection:`Accounting --> Reporting --> Aged Payable`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:240 +#: ../../content/applications/finance/accounting/customer_invoices.rst:165 #: ../../content/applications/finance/accounting/reporting.rst:48 msgid "Profit and Loss" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:242 +#: ../../content/applications/finance/accounting/customer_invoices.rst:167 msgid "The :ref:`Profit and Loss ` statement shows details of income and expenses." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices.rst:250 +#: ../../content/applications/finance/accounting/customer_invoices.rst:175 msgid "The :ref:`Balance Sheet ` summarizes the company's assets, liabilities, and equity at a specific time." msgstr "" @@ -2293,7 +2182,7 @@ msgid "Credit notes and refunds" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:5 -msgid "A **credit/debit note**, or **credit/debit memo**, is a document issued to a customer that notifies them that they have been *credited/debited* a certain amount." +msgid "A credit/debit note, or credit/debit memo, is a document sent to a customer to inform them that they have been *credited/debited* a certain amount." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:8 @@ -2317,111 +2206,95 @@ msgid "Debit notes are less common but are most frequently used to track debts o msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:18 -msgid "Issuing a credit/debit note is the only legal way to cancel, refund, or modify a validated invoice. Do not forget to **register the payment** afterward if you need to send money back to your customer and/or validate the :doc:`return ` if a storable product is returned." +msgid "Issuing a credit/debit note is the only legal method for canceling, refunding, or modifying a validated invoice. Make sure to **register the payment** afterward if money is being refunded to the customer and/or validate the :doc:`return ` if a storable product is being returned." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:27 -msgid "Issue a credit note" +msgid "Issue a customer credit note" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:29 -msgid "You can create a credit note from scratch by going to :menuselection:`Accounting --> Customers --> Credit Notes`, and by clicking on :guilabel:`Create`. Filling out a credit note form works the same way as an invoice form." +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`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:33 -msgid "However, most of the time, credit notes are generated directly from the related invoices. To do so, go to :menuselection:`Accounting --> Customers --> Invoices`, open the related **customer invoice**, and click on :guilabel:`Credit Note`." +msgid "In the :guilabel:`Credit Note` window, fill in the :guilabel:`Reason displayed on Credit Note` and update the :guilabel:`Journal` and :guilabel:`Reversal date` if needed. There are two options:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:37 -msgid "You can choose between three options:" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:39 -msgid ":guilabel:`Partial Refund`" +msgid "Click :guilabel:`Reverse` to open a draft credit note prefilled with the exact details from the original invoice. Update the :guilabel:`Product` and :guilabel:`Quantity` and click :guilabel:`Confirm`. This option allows for a partial refund or modifications to the credit note." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:40 -msgid ":guilabel:`Full Refund`" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:41 -msgid ":guilabel:`Full refund and new draft invoice`" +msgid "Click :guilabel:`Reverse and Create invoice` to create a credit note, validate it automatically, reconcile it with the related invoice, and open a new draft invoice prefilled with the exact details from the original invoice." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:44 -msgid "A credit note sequence starts with `R` and is followed by the number of the related document (e.g., RINV/2019/0004 is related to the invoice INV/2019/0004)." +msgid "To create a credit note from scratch, go to :menuselection:`Accounting --> Customers --> Credit Notes`, and click :guilabel:`New`. Filling out a credit note follows the same process as completing an :ref:`invoice `." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:48 -msgid "Partial refund" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:50 -msgid "When selecting the :guilabel:`Partial Refund` option, Odoo creates a draft credit note already prefilled with all the necessary information from the original invoice. This is the option to choose if you wish to do a partial refund or if you want to modify any detail of the credit note." +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:49 +msgid "A credit note sequence starts with `R` and is followed by the related document number (e.g., RINV/2025/0004 is associated with the invoice INV/2025/0004)." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:55 -msgid "This is the only option for invoices marked as *in payment* or *paid*." +msgid "Issue a customer debit note" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:58 -msgid "Full refund" +#: ../../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:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:60 -msgid "When selecting the :guilabel:`Full Refund` option, Odoo creates a credit note, automatically validates it, and reconciles it with the related invoice." +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:-1 -msgid "Full refund credit note." +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:62 +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 +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 -msgid "This is the option to choose for a full refund or to **cancel** a *validated* invoice." +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:69 -msgid "Full refund and new draft invoice" +#: ../../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`." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:71 -msgid "When selecting the :guilabel:`Full refund and new draft invoice` option, Odoo creates a credit note, automatically validates it, reconciles it with the related invoice, and opens a new draft invoice prefilled with the same details from the original invoice." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:75 -msgid "This is the option to **modify** the content of a *validated* invoice." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:80 -msgid "Issue a debit note" -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:82 -msgid "You can create a debit note from scratch by going to :menuselection:`Accounting --> Customers --> Invoices` or by clicking on the related invoice you wish to issue a debit note for. On the invoice form view, click :guilabel:`Cog icon (⚙) --> Debit Note`, fill in the information, and click :guilabel:`Create Debit Note`." -msgstr "" - -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:88 +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:76 msgid "Record a vendor refund" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:90 -msgid "**Vendor refunds** are recorded the same way as credit notes:" +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:78 +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:92 -msgid "You can either create a credit note from scratch by going to :menuselection:`Accounting --> Vendors --> Refund`, and by clicking on :guilabel:`Create`; or by opening the related **vendor bill**, and clicking on :guilabel:`Credit Note`." +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:81 +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:97 -msgid "Record a debit note" +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:85 +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:99 -msgid "**Debit notes** from vendors are recorded in a similar way to how they are issued to customers:" +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:91 +msgid "Record a vendor debit note" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:101 -msgid "Go to :menuselection:`Accounting --> Vendors --> Bills`, open the related bill you wish to record a debit note for, and click :guilabel:`Cog icon (⚙) --> Debit Note`. Fill in the information, and click :guilabel:`Create Debit Note`." +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:93 +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`." +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`." msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:106 @@ -2432,23 +2305,23 @@ msgid "Journal entries" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:108 -msgid "Issuing a credit/debit note from an invoice/bill creates a **reverse entry** that zeroes out the journal items generated by the original invoice." +msgid "Creating a credit/debit note from an invoice/bill generates a **reverse entry** that cancels out the journal items from the original invoice." msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:113 -msgid "The journal invoice of an entry:" +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:112 +msgid "The journal entry of an invoice:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:0 -msgid "Invoice journal entry." +msgid "Invoice journal entry" msgstr "" -#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:118 -msgid "And here is the credit note’s journal entry generated to reverse the original invoice above:" +#: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:117 +msgid "The credit note's journal entry generated to reverse the original invoice above:" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/credit_notes.rst:0 -msgid "Credit note journal entry reverses the invoice journal entry." +msgid "Credit note journal entry reverses the invoice journal entry" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:3 @@ -3899,6 +3772,115 @@ msgstr "" msgid "The $1000 debited to the account receivable is split into two distinct journal items. Both of them have their own due date." msgstr "" +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:3 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 +msgid "Invoice sequence" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:5 +msgid "When confirming an invoice, Odoo generates a unique invoice reference number. By default, Odoo uses the following sequence format `INV/year/incrementing-number` (e.g., `INV/2025/00001`), which restarts from `00001` each year." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:9 +msgid "However, it is possible to :ref:`change the sequence format ` and its periodicity, and to :ref:`mass-resequence invoices `." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:13 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:14 +msgid "Changes made to reference numbers are logged in the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:18 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:19 +msgid "Changing the default sequence" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:20 +msgid "To customize the default sequence, open the last confirmed invoice, click :guilabel:`Reset to Draft`, and edit the invoice's reference number." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:-1 +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:-1 +msgid "Editing the reference number of an invoice." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:26 +msgid "Odoo then explains how the detected format will be applied to all future invoices. For example, if the current invoice's month is added, the sequence's periodicity will change to every month instead of every year." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:34 +msgid "The sequence format can be edited directly when creating the first invoice of a given sequence period." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:40 +msgid "Mass-resequencing invoices" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:42 +msgid "It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from another invoicing or accounting system and the reference originates from the previous software, continuity for the current year must be maintained without restarting from the beginning." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:47 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:48 +msgid "This feature is only available to users with administrator or advisor access." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:49 +msgid "Follow these steps to resequence invoice numbers:" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:51 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:52 +msgid "Activate the :ref:`developer mode `." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:52 +msgid "From the :guilabel:`Accounting Dashboard`, open the :guilabel:`Customer Invoices` journal." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:53 +msgid "Select the invoices that need a new sequence." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:54 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:54 +msgid "Click the :icon:`fa-cog` :guilabel:`Actions` menu and select :guilabel:`Resequence`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:55 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:55 +msgid "In the :guilabel:`Ordering` field, choose to" +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:57 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:57 +msgid ":guilabel:`Keep current order`: The order of the numbers remains the same." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:58 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:58 +msgid ":guilabel:`Reorder by accounting date`: The number is reordered by accounting date." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:60 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:60 +msgid "Set the :guilabel:`First New Sequence`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:61 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:61 +msgid ":guilabel:`Preview Modifications` and click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:63 +msgid "The first invoice using the new sequence appears in red in the :guilabel:`Customer Invoices` list." +msgstr "" + +#: ../../content/applications/finance/accounting/customer_invoices/sequence.rst:-1 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:-1 +msgid "Resequence options window" +msgstr "" + #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:5 msgid "Snailmail" msgstr "" @@ -4117,7 +4099,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:366 #: ../../content/applications/finance/fiscal_localizations/chile.rst:376 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:184 +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:57 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 #: ../../content/applications/finance/fiscal_localizations/peru.rst:126 #: ../../content/applications/finance/fiscal_localizations/peru.rst:298 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:121 @@ -4988,7 +4971,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:361 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:260 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 #: ../../content/applications/finance/fiscal_localizations/romania.rst:65 #: ../../content/applications/finance/fiscal_localizations/spain.rst:24 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 @@ -5722,7 +5705,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:233 #: ../../content/applications/finance/fiscal_localizations/chile.rst:278 #: ../../content/applications/finance/fiscal_localizations/france.rst:199 -#: ../../content/applications/finance/fiscal_localizations/india.rst:101 +#: ../../content/applications/finance/fiscal_localizations/india.rst:95 #: ../../content/applications/finance/fiscal_localizations/peru.rst:347 msgid "Journals" msgstr "" @@ -9279,7 +9262,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:413 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:10 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:28 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:12 msgid "Introduction" msgstr "" @@ -9594,10 +9577,11 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:14 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 #: ../../content/applications/finance/fiscal_localizations/italy.rst:17 +#: ../../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:71 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/peru.rst:21 #: ../../content/applications/finance/fiscal_localizations/romania.rst:14 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 @@ -9622,10 +9606,11 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:15 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 +#: ../../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:72 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/peru.rst:22 #: ../../content/applications/finance/fiscal_localizations/romania.rst:15 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 @@ -9653,10 +9638,11 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:16 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 #: ../../content/applications/finance/fiscal_localizations/italy.rst:19 +#: ../../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:73 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 #: ../../content/applications/finance/fiscal_localizations/peru.rst:23 #: ../../content/applications/finance/fiscal_localizations/romania.rst:16 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 @@ -11679,6 +11665,55 @@ msgstr "" msgid "`Our Privacy Policy `_" msgstr "" +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:3 +msgid "Vendor bill sequence" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:5 +msgid "When confirming a vendor bill, Odoo generates a unique vendor bill reference number. By default, it uses the following sequence format `BILL/year/month/incrementing-number` (e.g., `BILL/2025/01/00001`), which restarts from `00001` each year." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:9 +msgid "However, it is possible to :ref:`change the sequence format ` and its periodicity, and to :ref:`mass-resequence vendor bills `." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:21 +msgid "To customize the default sequence, open the last confirmed vendor bill, click :guilabel:`Reset to Draft`, and edit the vendor bill's reference number." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:-1 +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:-1 +msgid "Editing the reference number of a vendor bill." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:27 +msgid "Odoo then explains how the detected format will be applied to all future vendor bills. For example, if the current vendor bill's month is withdrawn, the sequence's periodicity will change to every year instead of every month." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:35 +msgid "The sequence format can be edited directly when creating the first vendor bill of a given sequence period." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:41 +msgid "Mass-resequencing vendor bills" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:43 +msgid "It can be helpful to resequence multiple vendor bill numbers. For example, when importing vendor bills from another accounting system and the reference originates from the previous software, continuity for the current year must be maintained without restarting from the beginning." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:50 +msgid "Follow these steps to resequence vendor bill numbers:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:53 +msgid "In the vendor bills list view, select the vendor bills that need a new sequence." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:63 +msgid "The first vendor bill using the new sequence appears in red in the :guilabel:`Bills` list view." +msgstr "" + #: ../../content/applications/finance/expenses.rst:5 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:104 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:107 @@ -12579,8 +12614,8 @@ 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:55 -#: ../../content/applications/finance/fiscal_localizations/india.rst:195 +#: ../../content/applications/finance/fiscal_localizations/india.rst:49 +#: ../../content/applications/finance/fiscal_localizations/india.rst:191 msgid "Setup" msgstr "" @@ -12818,7 +12853,7 @@ msgid "Czech - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:69 -msgid "Denmark - Accounting" +msgid ":doc:`Denmark - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:70 @@ -12906,146 +12941,150 @@ msgid "Japan - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:93 -msgid ":doc:`Kenya - Accounting `" +msgid ":doc:`Jordan - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:94 -msgid "Lithuania - Accounting" +msgid ":doc:`Kenya - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:95 -msgid ":doc:`Luxembourg - Accounting `" +msgid "Lithuania - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:96 -msgid ":doc:`Malaysia - Accounting `" +msgid ":doc:`Luxembourg - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:97 -msgid "Maroc - Accounting" +msgid ":doc:`Malaysia - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:98 -msgid ":doc:`Mexico - Accounting `" +msgid "Maroc - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:99 -msgid "Mongolia - Accounting" +msgid ":doc:`Mexico - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:100 -msgid ":doc:`Netherlands - Accounting `" +msgid "Mongolia - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:101 -msgid "New Zealand - Accounting" +msgid ":doc:`Netherlands - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:102 -msgid "Norway - Accounting" +msgid "New Zealand - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:103 -msgid "OHADA - Accounting" +msgid "Norway - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:104 -msgid "Pakistan - Accounting" +msgid "OHADA - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:105 -msgid "Panama - Accounting" +msgid "Pakistan - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:106 -msgid ":doc:`Peru - Accounting `" +msgid "Panama - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:107 -msgid ":doc:`Philippines - Accounting `" +msgid ":doc:`Peru - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:108 -msgid "Poland - Accounting" +msgid ":doc:`Philippines - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:109 -msgid "Portugal - Accounting" +msgid "Poland - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:110 -msgid ":doc:`Romania - Accounting `" +msgid "Portugal - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:111 -msgid ":doc:`Saudi Arabia - Accounting `" +msgid ":doc:`Romania - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:112 -msgid ":doc:`Singapore - Accounting `" +msgid ":doc:`Saudi Arabia - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:113 -msgid "Slovak - Accounting" +msgid ":doc:`Singapore - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:114 -msgid "Slovenian - Accounting" +msgid "Slovak - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:115 -msgid "South Africa - Accounting" +msgid "Slovenian - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:116 -msgid ":doc:`Spain - Accounting (PGCE 2008) `" +msgid "South Africa - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:117 -msgid "Sweden - Accounting" +msgid ":doc:`Spain - Accounting (PGCE 2008) `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:118 -msgid ":doc:`Switzerland - Accounting `" +msgid "Sweden - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:119 -msgid "Taiwan - Accounting" +msgid ":doc:`Switzerland - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:120 -msgid ":doc:`Thailand - Accounting `" +msgid "Taiwan - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:121 -msgid "Turkey - Accounting" +msgid ":doc:`Thailand - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:122 -msgid ":doc:`United Arab Emirates - Accounting `" +msgid "Turkey - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:123 -msgid ":doc:`UK - Accounting `" +msgid ":doc:`United Arab Emirates - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:124 -msgid "Ukraine - Accounting" +msgid ":doc:`UK - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:125 -msgid ":doc:`United States - Accounting `" +msgid "Ukraine - Accounting" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:126 -msgid ":doc:`Uruguay - Accounting `" +msgid ":doc:`United States - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:127 -msgid "Venezuela - Accounting" +msgid ":doc:`Uruguay - Accounting `" msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:128 +msgid "Venezuela - Accounting" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations.rst:129 msgid ":doc:`Vietnam - Accounting `" msgstr "" @@ -13054,7 +13093,7 @@ msgid "Argentina" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:18 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:19 msgid "Webinars" msgstr "" @@ -13141,7 +13180,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:52 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:75 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:89 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:103 msgid "Configure your company" msgstr "" @@ -14247,7 +14286,7 @@ msgid "Client account registration" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:903 -msgid "To configure your website for client accounts, follow the instructions in the :doc:`checkout <../../websites/ecommerce/checkout_payment_shipping/checkout>` documentation." +msgid "To configure your website for client accounts, follow the instructions in the :doc:`checkout <../../websites/ecommerce/checkout>` documentation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:907 @@ -14272,9 +14311,9 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:272 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:798 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:247 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:804 #: ../../content/applications/finance/fiscal_localizations/peru.rst:821 #: ../../content/applications/finance/fiscal_localizations/peru.rst:994 msgid "Products" @@ -14306,7 +14345,7 @@ msgid "When the client makes a successful purchase and payment, the necessary in msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:949 -msgid ":doc:`Client account creation <../../websites/ecommerce/checkout_payment_shipping/checkout>`" +msgid ":doc:`Client account creation <../../websites/ecommerce/checkout>`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:952 @@ -14386,7 +14425,7 @@ msgid "l10n_ar Sales Journal Configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1012 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:712 msgid "Invoicing flow" msgstr "" @@ -16215,43 +16254,96 @@ msgid "CodaBox" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:247 -msgid "**CodaBox** is a service that allows Belgian accounting firms to access their clients' bank information and statements. Odoo provides a way to import such statements automatically." +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:251 -msgid "As an accounting firm, you must manage your clients on separate databases and configure them individually to avoid mixing up their data. The connection must be made by the accounting firm with valid CodaBox Connect credentials." +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:253 +msgid "To configure and use Codabox, first :ref:`install ` the :guilabel:`CodaBox` module." msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 -msgid "The configuration must be done on each client database. In the following instructions, we will refer to your client's company as *Company* and to your accounting firm as *Accounting Firm*." +msgid "Configure the Connection" msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 -msgid "You must first :ref:`install ` :guilabel:`CodaBox` and :guilabel:`CodaBox Bridge Wizard` (if available) to start." +msgid "For companies" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 -msgid "Make sure the company settings are correctly configured, i.e., the country is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`." +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:265 +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:269 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:298 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the :guilabel:`CodaBox & SODA` section." msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:271 -msgid "Configure the journals" +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:275 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:330 -msgid "For CODA files" +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:273 +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:277 +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:281 +msgid "This :guilabel:`Password` is unique to Odoo and must be stored securely on your side." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:284 +msgid "For accounting firms" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +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:293 +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:300 +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:303 +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:307 +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:311 +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:314 +msgid "The :guilabel:`Status` should have now switched to :guilabel:`Connected`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +msgid "Configure the journals" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:321 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +msgid "For CODA files" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:323 msgid ":doc:`Create a new bank journal <../accounting/bank>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:324 msgid "Set the right IBAN in the :guilabel:`Account Number` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:279 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:325 msgid "Select :guilabel:`CodaBox synchronization` as the :guilabel:`Bank Feed`." msgstr "" @@ -16259,25 +16351,24 @@ msgstr "" msgid "Configuration of a CODA journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:286 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 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:289 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:336 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:359 msgid "For SODA files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:337 msgid "Create a new miscellaneous journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:292 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:305 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:338 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the :guilabel:`CodaBox` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:294 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:340 msgid "Select the journal you just created in the SODA journal field." msgstr "" @@ -16285,326 +16376,302 @@ msgstr "" msgid "Configuration of a SODA journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:303 -msgid "Configure the connection" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:307 -msgid "Click on :guilabel:`Manage Connection` to open the connection wizard, which shows the :guilabel:`Accounting Firm VAT` number and the :guilabel:`Company VAT` number that will be used for the connection." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 -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:314 -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:318 -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:321 -msgid "The :guilabel:`Status` should have now switched to :guilabel:`Connected`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:324 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:347 msgid "Synchronization" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:326 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:349 msgid "Once the connection is established, Odoo can be synchronized with CodaBox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:332 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:355 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:338 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 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:342 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:365 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:346 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:369 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:352 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 msgid "Potential issues" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:354 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:377 msgid "**CodaBox is not configured. Please check your configuration.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:356 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:379 msgid "Either the :guilabel:`Company VAT` or the :guilabel:`Accounting Firm VAT` is not set." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:358 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:381 msgid "**No connection exists with these accounting firms and company VAT numbers.** **Please check your configuration.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 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:367 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:390 msgid "**It seems that your CodaBox connection is not valid anymore. Please connect again.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:369 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:392 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:372 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:395 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:375 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:398 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:382 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 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:385 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:408 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:388 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 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:391 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 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:394 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:417 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:397 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 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:402 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:425 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:408 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:431 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:138 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:258 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "Electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:410 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 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:415 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:438 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:202 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:420 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 #: ../../content/applications/finance/fiscal_localizations/canada.rst:256 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:399 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:422 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:445 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:425 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 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:429 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:452 #: ../../content/applications/finance/fiscal_localizations/canada.rst:262 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:405 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:434 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:457 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:436 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:459 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:440 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 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:445 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:468 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:451 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:453 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:476 msgid "The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online**, **Odoo.sh**, and **On-Premise**. Please refer to the following table to ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:462 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:485 #: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:486 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:464 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:487 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:465 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:488 msgid "Odoo 18.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:466 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:468 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:470 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:471 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:474 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:475 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:476 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:478 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:479 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:480 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:482 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:484 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:490 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:491 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:493 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:494 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:495 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:497 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:498 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 msgid "Certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:469 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:492 msgid "Odoo 17.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:473 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:496 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:477 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:481 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:487 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:510 msgid ":doc:`/administration/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:489 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:512 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:493 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:495 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:518 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:497 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 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:499 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 msgid "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:523 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:524 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:525 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 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:508 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:531 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:512 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:535 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:517 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:540 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:523 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:546 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:525 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:548 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:531 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:554 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:539 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:562 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:541 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:564 msgid "a **Boîtenoire.be** (certificate number BMC04) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:542 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:565 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:543 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:566 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:544 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:567 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:568 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:550 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:573 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:552 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "As a pre-requisite, :ref:`activate ` the `Belgian Registered Cash Register` module (technical name: `pos_blackbox_be`)." msgstr "" @@ -16612,7 +16679,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:558 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:581 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 "" @@ -16620,35 +16687,35 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:568 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 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:572 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:595 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:578 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:601 msgid "IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:580 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:603 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:584 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:607 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:608 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:586 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:609 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:588 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:611 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 "" @@ -16656,19 +16723,19 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:595 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:618 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:600 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:623 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:605 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:628 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:607 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:630 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 "" @@ -17113,8 +17180,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:317 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:284 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:164 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:640 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:173 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:221 msgid "Contacts" @@ -17215,7 +17282,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:387 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:357 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:304 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:284 msgid "Workflows" msgstr "" @@ -17362,7 +17429,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:594 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:370 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:341 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "Credit notes" msgstr "" @@ -17375,7 +17442,7 @@ msgid "Credit notes are only available for electronic invoices for goods (NF-e). msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:491 -msgid ":ref:`Issue a credit note `" +msgid ":ref:`Issue a credit note `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:494 @@ -17396,7 +17463,7 @@ msgid "Only the products included in the original invoice can be part of the deb msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:508 -msgid ":ref:`Issue a debit note `" +msgid ":ref:`Issue a debit note `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:511 @@ -18076,6 +18143,7 @@ msgid "`Chilean localization smart tutorial `_:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:19 +msgid "**Retain transactional data and receipts:** Store all recorded transactions and receipts covered by § 3 for a minimum of five years from the end of the financial year to which they pertain." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:22 +msgid "**Ensure data integrity:** Prevent the company from changing, backdating, or deleting recorded transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:24 +msgid "**Maintain data accessibility:** Store all recorded transactions in a structured and machine-readable format for the required five-year period, regardless of customer relationship status, bankruptcy, or dissolution." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:27 +msgid "**Provide decryption capabilities:** Ensure that encrypted bookkeeping data and receipts can be decrypted into a structured and readable format." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:31 +msgid "Odoo compliance measures" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:33 +msgid "For companies using Odoo on Odoo Cloud hosting specifically, these requirements are met through the following features and processes:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:37 +msgid "Immutable transaction records" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:39 +msgid "Once transactions are recorded, they cannot be deleted through the user interface." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:40 +msgid "All modifications are logged, providing a complete audit trail." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:41 +msgid "While historically dated entries can be made, Odoo records the creation date and time of the entry." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:44 +msgid "Secure document storage" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:46 +msgid "Receipts and digital vouchers are stored as attachments and integrated into the database, ensuring they are included in backups." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:48 +msgid "Posted documents cannot be deleted." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:49 +msgid "We fully support the storage of mandatory digital vouchers as defined by Danish regulations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:52 +msgid "Continuous data availability" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:54 +msgid "Clients with active subscriptions can access all transactions and digital vouchers through Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:55 +msgid "Regardless of customer relations, bankruptcy, or dissolution, Odoo can provide access to transaction and digital voucher details to former clients for six years (see :ref:`localizations/denmark/data-lifecycle`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:59 +msgid "Automated data export and secure storage" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:61 +msgid "Odoo Accounting implements no automatic deletion or archival of recorded transactions, so if a company has been recording transactions for six years, the six years of history are preserved in the Odoo Accounting database." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:63 +msgid "As described in the `Odoo SLA `_ and `Odoo Privacy Policy `_, the Odoo Cloud relies on immutable daily snapshot backups, which cannot be individually altered or deleted, even at the customer's request, ensuring their integrity." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:66 +msgid "All documents and receipts stored in a database backup are available as a standard ZIP archive accompanying the SQL dump." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:72 +msgid "Data lifecycle management" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:74 +msgid "Odoo database backups are available in standard SQL dump formats at all times and include all recorded transactions." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:76 +msgid "The default Odoo Cloud SLA guarantees three months of backup history to all active customers. As a special guarantee for Danish companies subject to the :abbr:`DBA (Danish Bookkeeping Act)` and who opt for an Odoo Cloud solution, the backup retention gets increased to six years as soon as they decide to terminate their Odoo Cloud subscription, in order to comply with the requirements of Annex 1, 4 of Executive Order 97." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:80 +msgid "Companies who are using Odoo products outside of the Odoo Cloud are responsible for implementing their own compliance with the :abbr:`DBA (Danish Bookkeeping Act)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:84 +msgid "Decryption" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/denmark.rst:86 +msgid "Odoo Accounting customer data on the Odoo Cloud is always stored in encrypted form (encryption at rest at storage level). When backups are retrieved, they are automatically decrypted and provided in decrypted form in standard formats for the user: SQL dumps + ZIP archive of all attached documents (file store)." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:3 msgid "Ecuador" msgstr "" @@ -23972,90 +24164,66 @@ msgid ":ref:`Indian E-way bill integration `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:28 -msgid ":guilabel:`Indian - GSTR India eFiling`" +msgid ":guilabel:`Indian E-waybill Stock`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:29 -msgid "`l10n_in_reports_gstr`" +msgid "`l10n_in_ewaybill_stock`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:30 -msgid ":ref:`Indian GST Return filing `" +msgid ":ref:`E-waybill creation from the Inventory app `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:31 -msgid ":guilabel:`Indian - Accounting Reports`" +msgid ":guilabel:`Indian - GSTR India eFiling`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:32 -msgid "`l10n_in_reports`" +msgid "`l10n_in_reports_gstr`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:33 -msgid ":ref:`Indian tax reports `" +msgid ":ref:`Indian GST Return filing `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:34 -msgid ":guilabel:`Indian - Purchase Report(GST)`" +msgid ":guilabel:`Indian - Accounting Reports`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:35 -msgid "`l10n_in_purchase`" +msgid "`l10n_in_reports`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:36 -msgid "Indian GST Purchase report" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:37 -msgid ":guilabel:`Indian - Sale Report(GST)`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:38 -msgid "`l10n_in_sale`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:39 -msgid "Indian GST Sale report" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:40 -msgid ":guilabel:`Indian - Stock Report(GST)`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:41 -msgid "`l10n_in_stock`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/india.rst:42 -msgid "Indian GST Stock report" +msgid ":ref:`Indian tax reports `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:-1 msgid "Indian localization modules" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:50 +#: ../../content/applications/finance/fiscal_localizations/india.rst:44 msgid "e-Invoice system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:52 +#: ../../content/applications/finance/fiscal_localizations/india.rst:46 msgid "Odoo is compliant with the **Indian Goods and Services Tax (GST) e-Invoice system** requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:60 +#: ../../content/applications/finance/fiscal_localizations/india.rst:54 msgid "NIC e-Invoice registration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:62 +#: ../../content/applications/finance/fiscal_localizations/india.rst:56 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:66 +#: ../../content/applications/finance/fiscal_localizations/india.rst:60 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:70 +#: ../../content/applications/finance/fiscal_localizations/india.rst:64 msgid "If you are already registered on the NIC portal, you can use the same login credentials." msgstr "" @@ -24063,15 +24231,15 @@ msgstr "" msgid "Register Odoo ERP system on e-invoice web portal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:75 +#: ../../content/applications/finance/fiscal_localizations/india.rst:69 msgid "From the dashboard, go to :menuselection:`API Registration --> User Credentials --> Create API User`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:77 +#: ../../content/applications/finance/fiscal_localizations/india.rst:71 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:79 +#: ../../content/applications/finance/fiscal_localizations/india.rst:73 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 "" @@ -24079,13 +24247,13 @@ msgstr "" msgid "Submit API specific Username and Password" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:89 -#: ../../content/applications/finance/fiscal_localizations/india.rst:228 +#: ../../content/applications/finance/fiscal_localizations/india.rst:83 +#: ../../content/applications/finance/fiscal_localizations/india.rst:224 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:133 msgid "Configuration in Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:91 +#: ../../content/applications/finance/fiscal_localizations/india.rst:85 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." msgstr "" @@ -24093,17 +24261,17 @@ msgstr "" msgid "Setup e-invoice service" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:103 +#: ../../content/applications/finance/fiscal_localizations/india.rst:97 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:111 -#: ../../content/applications/finance/fiscal_localizations/india.rst:240 +#: ../../content/applications/finance/fiscal_localizations/india.rst:105 +#: ../../content/applications/finance/fiscal_localizations/india.rst:236 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:187 msgid "Workflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:118 +#: ../../content/applications/finance/fiscal_localizations/india.rst:112 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 "" @@ -24111,16 +24279,16 @@ msgstr "" msgid "Indian e-invoicing confirmation message" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:126 -#: ../../content/applications/finance/fiscal_localizations/india.rst:265 +#: ../../content/applications/finance/fiscal_localizations/india.rst:120 +#: ../../content/applications/finance/fiscal_localizations/india.rst:261 msgid "You can find the JSON-signed file in the attached files in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:127 +#: ../../content/applications/finance/fiscal_localizations/india.rst:121 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:135 +#: ../../content/applications/finance/fiscal_localizations/india.rst:129 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." msgstr "" @@ -24128,15 +24296,15 @@ msgstr "" msgid "IRN and QR code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:146 +#: ../../content/applications/finance/fiscal_localizations/india.rst:140 msgid "e-Invoice cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:148 +#: ../../content/applications/finance/fiscal_localizations/india.rst:142 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:154 +#: ../../content/applications/finance/fiscal_localizations/india.rst:148 msgid "Doing so cancels both the :ref:`e-Invoice ` and the :ref:`E-Way bill `." msgstr "" @@ -24144,31 +24312,31 @@ msgstr "" msgid "cancel reason and remarks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:161 +#: ../../content/applications/finance/fiscal_localizations/india.rst:155 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:163 +#: ../../content/applications/finance/fiscal_localizations/india.rst:157 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:170 +#: ../../content/applications/finance/fiscal_localizations/india.rst:164 msgid "GST e-Invoice verification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:172 +#: ../../content/applications/finance/fiscal_localizations/india.rst:166 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:175 +#: ../../content/applications/finance/fiscal_localizations/india.rst:169 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:177 +#: ../../content/applications/finance/fiscal_localizations/india.rst:171 msgid "Open the `NIC e-Invoice portal `_ and go to :menuselection:`Search --> Verify Signed Invoice`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:179 +#: ../../content/applications/finance/fiscal_localizations/india.rst:173 msgid "Select the JSON file and submit it;" msgstr "" @@ -24176,7 +24344,7 @@ msgstr "" msgid "select the JSON file for verify invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:184 +#: ../../content/applications/finance/fiscal_localizations/india.rst:178 msgid "If the file is signed, a confirmation message is displayed." msgstr "" @@ -24184,35 +24352,35 @@ msgstr "" msgid "verified e-invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:192 +#: ../../content/applications/finance/fiscal_localizations/india.rst:186 msgid "E-Way bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:197 +#: ../../content/applications/finance/fiscal_localizations/india.rst:193 msgid "Odoo is compliant with the **Indian Goods and Services Tax (GST) E-waybill system** requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:202 +#: ../../content/applications/finance/fiscal_localizations/india.rst:198 msgid "API registration on NIC E-Way bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:204 +#: ../../content/applications/finance/fiscal_localizations/india.rst:200 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:208 +#: ../../content/applications/finance/fiscal_localizations/india.rst:204 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:210 +#: ../../content/applications/finance/fiscal_localizations/india.rst:206 msgid "From your dashboard, go to :menuselection:`Registration --> For GSP`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:211 +#: ../../content/applications/finance/fiscal_localizations/india.rst:207 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:213 +#: ../../content/applications/finance/fiscal_localizations/india.rst:209 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 "" @@ -24220,7 +24388,7 @@ msgstr "" msgid "E-Way bill list of registered GSP/ERP" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:219 +#: ../../content/applications/finance/fiscal_localizations/india.rst:215 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 "" @@ -24228,7 +24396,7 @@ msgstr "" msgid "Submit GSP API registration details" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:230 +#: ../../content/applications/finance/fiscal_localizations/india.rst:226 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`." msgstr "" @@ -24236,11 +24404,11 @@ msgstr "" msgid "E-way bill setup odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:245 +#: ../../content/applications/finance/fiscal_localizations/india.rst:241 msgid "Send an E-Way bill" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:247 +#: ../../content/applications/finance/fiscal_localizations/india.rst:243 msgid "To send an E-Way bill, confirm the customer invoice/vendor bill and click :guilabel:`Send E-Way bill`." msgstr "" @@ -24248,7 +24416,7 @@ msgstr "" msgid "Send E-waybill button on invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:258 +#: ../../content/applications/finance/fiscal_localizations/india.rst:254 msgid "Once an invoice/bill has been issued and sent via :guilabel:`Send E-Way bill`, a confirmation message is displayed." msgstr "" @@ -24256,11 +24424,11 @@ msgstr "" msgid "Indian e-Way bill confirmation message" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:266 +#: ../../content/applications/finance/fiscal_localizations/india.rst:262 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:272 +#: ../../content/applications/finance/fiscal_localizations/india.rst:268 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 "" @@ -24268,15 +24436,15 @@ msgstr "" msgid "E-way bill acknowledgment number and date" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:281 +#: ../../content/applications/finance/fiscal_localizations/india.rst:277 msgid "E-Way bill cancellation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:283 +#: ../../content/applications/finance/fiscal_localizations/india.rst:279 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:288 +#: ../../content/applications/finance/fiscal_localizations/india.rst:284 msgid "Doing so cancels both the :ref:`e-Invoice ` (if applicable) and the :ref:`E-Way bill `." msgstr "" @@ -24284,27 +24452,71 @@ msgstr "" msgid "Cancel reason and remarks" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:295 +#: ../../content/applications/finance/fiscal_localizations/india.rst:291 msgid "If you want to abort the cancellation before processing the invoice, click :guilabel:`Call Off EDI Cancellation`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:297 +#: ../../content/applications/finance/fiscal_localizations/india.rst:293 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:304 -msgid "Indian GST Return filing" +#: ../../content/applications/finance/fiscal_localizations/india.rst:300 +msgid "E-waybill creation from receipts and delivery orders" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:309 -msgid "Enable API access" +#: ../../content/applications/finance/fiscal_localizations/india.rst:303 +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:311 -msgid "To file GST Returns in Odoo, you must first enable API access on the GST portal." +#: ../../content/applications/finance/fiscal_localizations/india.rst:306 +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:310 +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:313 +msgid "Click :guilabel:`Create E-waybill/Challan`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:316 +msgid "To create an E-way bill:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:318 +msgid "A delivery order must be in the :guilabel:`Done` state (i.e., validated)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:319 +msgid "A receipt must have the :guilabel:`Ready` or :guilabel:`Done` state." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:321 +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:325 +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:328 +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:334 +msgid "Indian GST Return filing" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:339 +msgid "Enable API access" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/india.rst:341 +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:343 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 "" @@ -24312,7 +24524,7 @@ msgstr "" msgid "Click On the My Profile from profile" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:320 +#: ../../content/applications/finance/fiscal_localizations/india.rst:350 msgid "Select :guilabel:`Manage API Access`, and click :guilabel:`Yes` to enable API access;" msgstr "" @@ -24320,19 +24532,23 @@ msgstr "" msgid "Click Yes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:325 +#: ../../content/applications/finance/fiscal_localizations/india.rst:356 +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:359 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:331 +#: ../../content/applications/finance/fiscal_localizations/india.rst:365 msgid "Indian GST Service In Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:333 +#: ../../content/applications/finance/fiscal_localizations/india.rst:367 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:336 +#: ../../content/applications/finance/fiscal_localizations/india.rst:370 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`." msgstr "" @@ -24340,27 +24556,27 @@ msgstr "" msgid "Please enter your GST portal Username as Username" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:346 +#: ../../content/applications/finance/fiscal_localizations/india.rst:380 msgid "File-in GST Return" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:348 +#: ../../content/applications/finance/fiscal_localizations/india.rst:382 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:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:353 +#: ../../content/applications/finance/fiscal_localizations/india.rst:387 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:360 +#: ../../content/applications/finance/fiscal_localizations/india.rst:394 msgid "Send GSTR-1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:362 +#: ../../content/applications/finance/fiscal_localizations/india.rst:396 msgid "The user can verify the :ref:`GSTR-1 ` report before uploading it to the **GST portal** by clicking :guilabel:`GSTR-1 Report`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:365 +#: ../../content/applications/finance/fiscal_localizations/india.rst:399 msgid "The user can also get details to be submitted in **GSTR-1** in **Spreadsheet view** by clicking on :guilabel:`Generate`;" msgstr "" @@ -24372,7 +24588,7 @@ msgstr "" msgid "GSTR-1 Spreadsheet View" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:374 +#: ../../content/applications/finance/fiscal_localizations/india.rst:408 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 "" @@ -24380,7 +24596,7 @@ msgstr "" msgid "GSTR-1 in the Sending Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:380 +#: ../../content/applications/finance/fiscal_localizations/india.rst:414 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 "" @@ -24388,11 +24604,11 @@ msgstr "" msgid "GSTR-1 in the Waiting for Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:387 +#: ../../content/applications/finance/fiscal_localizations/india.rst:421 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:391 +#: ../../content/applications/finance/fiscal_localizations/india.rst:425 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 "" @@ -24400,7 +24616,7 @@ msgstr "" msgid "GSTR-1 Sent" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:397 +#: ../../content/applications/finance/fiscal_localizations/india.rst:431 msgid "If the state of the **GSTR-1** is :guilabel:`Error in Invoice`, invoices can be checked for errors in the :guilabel:`Log Note`. Once issues have been resolved, the user can click :guilabel:`Push to GSTN` to submit the file again on the **GST portal**." msgstr "" @@ -24412,7 +24628,7 @@ msgstr "" msgid "GSTR-1 Error in Invoice Log" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:407 +#: ../../content/applications/finance/fiscal_localizations/india.rst:441 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 "" @@ -24420,15 +24636,15 @@ msgstr "" msgid "GSTR-1 in the Filed Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:416 +#: ../../content/applications/finance/fiscal_localizations/india.rst:450 msgid "Receive GSTR-2B" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:418 +#: ../../content/applications/finance/fiscal_localizations/india.rst:452 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:421 +#: ../../content/applications/finance/fiscal_localizations/india.rst:455 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 "" @@ -24437,15 +24653,15 @@ msgstr "" msgid "GSTR-2B in Waiting for Reception" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:428 +#: ../../content/applications/finance/fiscal_localizations/india.rst:462 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:434 +#: ../../content/applications/finance/fiscal_localizations/india.rst:468 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:437 +#: ../../content/applications/finance/fiscal_localizations/india.rst:471 msgid "If the status is :guilabel:`Matched`:" msgstr "" @@ -24453,7 +24669,7 @@ msgstr "" msgid "GSTR-2B Matched" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:442 +#: ../../content/applications/finance/fiscal_localizations/india.rst:476 msgid "If the status is :guilabel:`Partially Matched`, you can make changes in bills by clicking :guilabel:`View Reconciled Bills`. Once it is done, click :guilabel:`re-match`." msgstr "" @@ -24465,20 +24681,20 @@ msgstr "" msgid "GSTR-2B Reconciled Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:454 -#: ../../content/applications/finance/fiscal_localizations/india.rst:499 +#: ../../content/applications/finance/fiscal_localizations/india.rst:488 +#: ../../content/applications/finance/fiscal_localizations/india.rst:533 msgid "GSTR-3 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:456 +#: ../../content/applications/finance/fiscal_localizations/india.rst:490 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:459 +#: ../../content/applications/finance/fiscal_localizations/india.rst:493 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:462 +#: ../../content/applications/finance/fiscal_localizations/india.rst:496 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 "" @@ -24486,7 +24702,7 @@ msgstr "" msgid "GSTR-3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:468 +#: ../../content/applications/finance/fiscal_localizations/india.rst:502 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 "" @@ -24494,7 +24710,7 @@ msgstr "" msgid "GSTR-3 Post Entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:474 +#: ../../content/applications/finance/fiscal_localizations/india.rst:508 msgid "Once posted, the **GSTR-3** report status changes to :guilabel:`Filed`." msgstr "" @@ -24502,15 +24718,15 @@ msgstr "" msgid "GSTR-3 Filed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:482 +#: ../../content/applications/finance/fiscal_localizations/india.rst:516 msgid "Tax reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:487 +#: ../../content/applications/finance/fiscal_localizations/india.rst:521 msgid "GSTR-1 report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:489 +#: ../../content/applications/finance/fiscal_localizations/india.rst:523 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 "" @@ -24518,23 +24734,23 @@ msgstr "" msgid "GSTR-1 Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:501 +#: ../../content/applications/finance/fiscal_localizations/india.rst:535 msgid "The :guilabel:`GSTR-3` report contains different sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:503 +#: ../../content/applications/finance/fiscal_localizations/india.rst:537 msgid "Details of inward and outward supply subject to a **reverse charge**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:504 +#: ../../content/applications/finance/fiscal_localizations/india.rst:538 msgid "Eligible :abbr:`ITC (Income Tax Credit)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:505 +#: ../../content/applications/finance/fiscal_localizations/india.rst:539 msgid "Values of **exempt**, **Nil-rated**, and **non-GST** inward supply;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/india.rst:506 +#: ../../content/applications/finance/fiscal_localizations/india.rst:540 msgid "Details of inter-state supplies made to **unregistered** persons." msgstr "" @@ -25549,6 +25765,332 @@ msgstr "" msgid "The Ri.Ba. file attached" msgstr "" +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:3 +msgid "Jordan" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:10 +msgid "The following modules are installed automatically with the Jordanian localization:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:19 +msgid ":guilabel:`Jordan - Accounting`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:20 +msgid "`l10n_jo`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:21 +msgid "Jordanian :ref:`fiscal localization package `, complete with the Jordanian chart of accounts, taxes, tax report, and fiscal positions" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:23 +msgid ":guilabel:`Jordan E-Invoicing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:24 +msgid "`l10n_jo_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:25 +msgid "Integration module for JoFotara to support Jordanian e-invoicing requirements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:28 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:30 +msgid "In some cases, such as when upgrading to a version with additional modules, it is possible that modules may not be installed automatically. Any missing modules can be manually :ref:`installed `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:35 +msgid "Localization overview" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:37 +msgid "The Jordanian localization package ensures compliance with Jordanian fiscal and accounting regulations. It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of accounts tailored to Jordan's standards." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:41 +msgid "The Jordanian localization package provides the following key features to ensure compliance with local fiscal and accounting regulations:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:44 +msgid ":doc:`../accounting/get_started/chart_of_accounts`: a predefined structure tailored to Jordanian accounting standards" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:46 +msgid ":ref:`localizations/jordan/taxes`: pre-configured tax rates, including standard VAT, zero-rated, and exempt options" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:48 +msgid ":doc:`../accounting/taxes/fiscal_positions`: automated tax adjustments based on customer or supplier registration status" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:50 +msgid ":ref:`localizations/jordan/tax-reporting`: detailed overview of your net tax liability" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:51 +msgid ":ref:`E-invoicing (JoFotara)`: integration for electronic invoicing in line with Jordanian government requirements" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:59 +msgid "The following :doc:`taxes <../accounting/taxes>` are available by default with the Jordanian localization package:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:62 +msgid "standard sales tax (16%): applied to most goods and services within Jordan." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:63 +msgid "exempt transactions: for sales and services not subject to VAT, such as financial services or healthcare." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:65 +msgid "export tax (0%): zero-rated tax applied to goods and services exported outside Jordan." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:70 +msgid "Tax reporting" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:72 +msgid "The :doc:`VAT summary <../accounting/reporting/tax_returns>` provides a detailed breakdown of taxable, zero-rated, and exempt transactions. Like other :doc:`financial reports <../accounting/reporting>`, the VAT summary can be filtered by period, compared against other periods, and exported in Excel and PDF formats, ensuring compliance with Jordanian tax laws." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:80 +msgid "E-invoicing with JoFotara" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:82 +msgid "E-invoicing with JoFotara is integrated with Odoo, ensuring compliance with Jordanian government's technical and legal requirements for electronic invoicing. The JoFotara integration in Odoo directly connects with the Jordanian e-invoicing platform, allowing companies to:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:86 +msgid "generate compliant electronic invoices" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:87 +msgid "submit invoices in real time for validation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:88 +msgid "track invoice statuses directly within Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:90 +msgid "The integration requires first creating an account with JoFotara, then generating API credentials, and finally entering those credentials in your Odoo database to link the two." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:95 +msgid "`Government manuals `_ provide instructions for creating an account and generating the API credentials." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:106 +msgid "Link Odoo to JoFotara" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:108 +msgid "If you don't already have an account, create one by going to the `government manuals `_ page and following the steps in the **Procedure Manual for Joining the Jordanian National Electronic Invoicing System**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:111 +msgid "Generate API credentials (Activity Number, Secret Key, and Client ID) by going to the `government manuals `_ page and following the steps in **Procedure Manual for Linking to the Jordanian National Electronic Invoicing System**." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:114 +msgid "In your Odoo database, go to :menuselection:`Accounting --> Configuration --> Settings`. In the :guilabel:`Electronic Invoicing (Jordan)` section, enter the API credentials generated previously:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:118 +msgid ":guilabel:`Activity Number` (income source sequence)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:119 +msgid ":guilabel:`JoFotara Secret Key`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:120 +msgid ":guilabel:`JoFotara Client ID`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:122 +msgid "Enter the :guilabel:`Taxpayer type`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:124 +msgid ":guilabel:`Unregistered in the sales tax`: for businesses not registered for sales tax. No tax on the invoice line is required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:126 +msgid ":guilabel:`Registered in the sales tax`: for businesses registered under the standard sales tax system. One tax computed as a percentage is required per invoice line." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:128 +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:132 +#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:130 +msgid "Click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:135 +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 "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:142 +msgid "Company and customers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:144 +msgid "The JoFotara invoicing workflow requires address information related to the company that sends the invoices and the customers who receive them:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:147 +msgid "Go to :menuselection:`Settings --> Users & Companies --> Companies` and select the company that will use JoFotara." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:149 +msgid "Fill in the :guilabel:`Company Name`, :guilabel:`Tax ID` (TIN), and :guilabel:`Country`. If desired, fill in additional optional fields such as :guilabel:`Street`, :guilabel:`City`, :guilabel:`State`, and :guilabel:`ZIP`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:154 +msgid "The :guilabel:`Country` must be set to :guilabel:`Jordan`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:155 +msgid "The :guilabel:`Company Name` must match the name that is registered with the Income and Sales Tax Department (ISTD)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:157 +msgid "The company's :guilabel:`Currency` must be set to :guilabel:`JOD`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:160 +msgid "Go to :menuselection:`Accounting --> Customers --> Customers`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:161 +msgid "For each customer whose invoices will be sent to JoFotara, click on the customer to open the form view, and complete the :guilabel:`Country` and :guilabel:`Tax ID`. If desired, fill in additional optional fields such as :guilabel:`Street`, :guilabel:`City`, :guilabel:`State`, and :guilabel:`ZIP`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:169 +msgid "Sending invoices to JoFotara via Odoo" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:171 +msgid "Once the company has been :ref:`linked with JoFotara ` and the :ref:`company and customers have been properly configured `, invoices can be sent to JoFotara via Odoo:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:175 +msgid "Go to :menuselection:`Accounting --> Customers --> Invoices` and open a confirmed (posted) invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:177 +msgid "Click :guilabel:`Send & Print`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:178 +msgid "In the :guilabel:`Send` window, select :guilabel:`Send JoFotara e-invoice` and click :guilabel:`Send & Print`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:181 +msgid "When an invoice is sent to JoFotara, Odoo does the following:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:183 +msgid "generates the invoice in the required format (UBL 1.2)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:184 +msgid "submits the invoice to JoFotara for validation" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:185 +msgid "receives the QR code from JoFotara on the invoice's PDF" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:188 +msgid "Multiple invoices can be :ref:`sent at once ` to JoFotara." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:189 +msgid "From the :guilabel:`Invoices` list view, filter the invoices by their :ref:`localizations/jordan/jofotara-state` to see the invoices that have either been sent or not been sent to JoFotara." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:192 +msgid "In the :icon:`oi-settings-adjust` (:guilabel:`adjust settings`) menu, add the :guilabel:`JoFotara State` and :guilabel:`JoFotara Error` fields to see the sending state and any errors in the list view, respectively." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:197 +msgid "There is an inherent difference in how values are approximated in Odoo and ISTD due to the differing system architectures. JOD values in Odoo are stored and approximated to three decimals, whereas ISTD expects values to have nine decimals. As a result, an insignificant difference is inevitable and arises between the values stores in Odoo and the values reported to ISTD, which can have an error margin of <0.01." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:206 +msgid "JoFotara State" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:208 +msgid "The :guilabel:`JoFotara State` field in the :guilabel:`Other Info` tab of confirmed invoices reflects the current state of the document in JoFotara. It can be changed manually to reflect the actual state of the invoices in cases where a technical error or timeout prevents Odoo from updating it automatically." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:216 +msgid "Validating QR codes (Sanad app)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:218 +msgid "To validate the QR code received from JoFotara on the invoice, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:220 +msgid "Install the `Sanad app `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:221 +msgid "Navigate to :guilabel:`More`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:222 +msgid "Click on :guilabel:`Validate document` and scan the QR code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:223 +msgid "Review results." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:228 +msgid "Debit and credit notes" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:230 +msgid "To send a debit or credit note to JoFotara, first create the :ref:`debit ` or :ref:`credit note `. In the :guilabel:`Print and Send` window, click :guilabel:`Send via JoFotara` to submit it for real-time validation. Upon successful validation, the QR code from JoFotara is embedded in the debit or credit note PDF." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:237 +msgid "Ensure that the :guilabel:`Reason` for generating a debit/credit note aligns with ISTD regulations." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:243 +msgid "Discounts" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:245 +msgid "JoFotara does not support negative quantities or negative prices on invoice lines. As a result, global discount and fixed amount discount functionality are not supported." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:248 +msgid "Discounts must be applied **per invoice line as a percentage** instead of as a global discount or fixed amount." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:252 +msgid "Attempting to submit invoices to JoFotara with negative invoice lines will result in validation errors." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/jordan.rst:256 +msgid ":ref:`Discount types `" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/kenya.rst:3 msgid "Kenya" msgstr "" @@ -26460,216 +27002,216 @@ msgstr "" msgid "Mexico" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 +#: ../../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:24 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 msgid "`Video webinar of a complete demo `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 +#: ../../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)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:37 msgid "In order to electronically sign any documents in Odoo, ensure the *Sign* application is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:44 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:551 msgid "Requirements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 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:50 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "Be registered in the |SAT|, with a valid |RFC|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:52 msgid "Have a `Certificate of Digital Seal `_ (CSD)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:54 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:57 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:58 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:61 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:62 msgid "Installing modules" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:64 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:74 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid ":guilabel:`Mexico - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "`l10n_mx`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 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:80 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid ":guilabel:`EDI for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "`l10n_mx_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 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:86 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "`l10n_mx_edi_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 msgid "Necessary to create XML documents with the correct specifications of the CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 msgid ":guilabel:`Odoo Mexican Localization Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "`l10n_mx_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:92 msgid "Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial Balance, and |DIOT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 msgid ":guilabel:`Mexico - Localization Reports for Closing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 msgid "`l10n_mx_reports_closing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 msgid "Necessary to create the Closing Entry (Also known as the *month 13th move*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 msgid ":guilabel:`Odoo Mexican XML Polizas Export`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 msgid "`l10n_mx_xml_polizas`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 msgid "Allows the export of XML files of Journal Entries for a compulsory audit." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 msgid "`l10n_mx_xml_polizas_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 msgid "Complements the module `l10n_mx_xml_polizas`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 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:108 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 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:118 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "`l10n_mx_edi_extended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:121 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:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "`l10n_mx_edi_extended_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "`l10n_mx_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:128 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:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "`l10n_mx_edi_stock_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "`l10n_mx_edi_landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:135 msgid "Allows managing customs numbers related to landed costs in electronic documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:140 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:143 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 msgid "Enter the full :guilabel:`Address` in the resulting form, including: :guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| (:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:147 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." msgstr "" @@ -26677,11 +27219,11 @@ msgstr "" msgid "Main company contact requirements for a correct invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:158 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 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`." msgstr "" @@ -26689,27 +27231,27 @@ msgstr "" msgid "Fiscal regime configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:166 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:167 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`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:175 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:179 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:187 msgid "Some additional configurations for factor type and tax objects need to be added to the sales taxes in order to properly sign invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:191 msgid "Factor type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:193 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`." msgstr "" @@ -26717,39 +27259,39 @@ msgstr "" msgid "Factor Type Sales tax type configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:201 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 msgid "Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:203 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:205 msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:208 msgid "Tax object" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 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:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:214 msgid "`01`: Not subject to tax - this value is added automatically if your invoice line doesn't contain any taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 msgid "`02`: Subject to tax - this is the default configuration of any invoice line that contains taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:217 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 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." msgstr "" @@ -26757,19 +27299,19 @@ msgstr "" msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:226 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:227 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:231 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:232 msgid "Other tax configurations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:233 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:234 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**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:238 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 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." msgstr "" @@ -26777,23 +27319,23 @@ msgstr "" msgid "Tax accounts available for Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:249 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>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:254 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:255 msgid "All products need to have an |SAT| code associated with them in order to prevent validation errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:261 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 msgid "PAC credentials" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:264 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:269 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`)." msgstr "" @@ -26801,15 +27343,15 @@ msgstr "" msgid "Configuring PAC credentials from the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:276 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:277 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:281 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid ".cer and .key certificates" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:283 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:284 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`." msgstr "" @@ -26817,63 +27359,63 @@ msgstr "" msgid "Certificate and key upload inputs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:297 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:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:299 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 msgid ":download:`Certificate `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:301 msgid ":download:`Certificate Key `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:301 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:302 msgid "**Password**: ``12345678a``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:309 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:310 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:316 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:317 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:319 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:320 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.)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:322 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 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)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:331 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|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:333 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:334 msgid "If you are in a testing environment, you will always receive the message :guilabel:`Not Found`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:336 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:344 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:345 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:346 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:349 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 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 "" @@ -26881,39 +27423,39 @@ msgstr "" msgid "Example CFDI Origin number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:357 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:360 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:361 msgid "Payment complements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:363 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "Payment policy" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:366 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:368 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:370 msgid "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or Deferred)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:372 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid ":doc:`../../inventory_and_mrp/inventory/product_management/inventory_valuation/landed_costs`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:374 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:375 msgid "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:376 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 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)." msgstr "" @@ -26921,11 +27463,11 @@ msgstr "" msgid "Example of an invoice with the PUE requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:385 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:386 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:388 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:389 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." msgstr "" @@ -26933,43 +27475,43 @@ msgstr "" msgid "Example of an invoice with the PPD requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:396 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:397 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:401 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:402 msgid "Payment flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:404 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)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:407 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:408 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:414 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid ":doc:`../accounting/bank/reconciliation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:416 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:417 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|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:420 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:421 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)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:425 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:429 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:432 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 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`." msgstr "" @@ -26977,123 +27519,140 @@ msgstr "" msgid "CFDI (4.0) E-invoicing service process payment now message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:441 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:445 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 msgid "Invoice cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:447 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:448 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:451 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:452 msgid "With all cancellation requests, you **must** specify a *cancellation reason*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:452 -msgid "After 24 hours have passed since the creation of the invoice, the client **must** be asked to accept the cancellation." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:453 +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:455 -msgid "There are four different cancellation reasons. In Odoo, you can cancel invoices with the reasons *01 Invoices sent with errors with a relation*, and *02 Invoices sent with errors without a relation*." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 +msgid "Invoice cancellations can be made for one of the following reasons:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 -msgid "The following sections break down the process of canceling invoices for each cancellation reason in Odoo." +msgid "01 - Invoice issued with errors (with related document)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:462 -msgid "Odoo has certain limitations to canceling invoices in the |SAT|: The reasons 03 and 04 (*Operation did not take place* and *Nominative transactions related to a global invoice*, respectively) are not currently supported by Odoo. For this, you need to cancel the invoice directly in the |SAT|, and press :guilabel:`Retry` in the :guilabel:`SAT Status field`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:459 +msgid "02 - Invoice issued with errors (no replacement)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:468 -msgid "01 - invoices sent with errors with a relation" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 +msgid "03 - The operation was not carried out" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:461 +msgid "04 - Nominative operation related to the global invoice" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:463 +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." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:470 -msgid "This cancellation reason must be used when a new invoice needs to substitute the original one, due to an error in any field." +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:473 -msgid "Begin by navigating to :menuselection:`Accounting --> Customers --> Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` from the old invoice. Then, navigate to the new invoice, and in the :guilabel:`CFDI Origin` field, add the value `04|` and paste the :guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign the new document." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:476 +msgid "Cancellation reason 01 - Invoice issued with errors (with related document)" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:478 -msgid "Next, navigate back to the old invoice, and notice the :guilabel:`Substituted By` field is now available. Click the :guilabel:`Request EDI Cancellation` button on the old invoice, and then click :guilabel:`Process Now` in the blue section that appears. The invoice status changes to :guilabel:`Canceled`, and a confirmation is logged in the chatter." +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:482 +msgid ":guilabel:`Confirm` the draft and :guilabel:`Send & Print` the invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:483 -msgid "Now, the invoice should be canceled in the |SAT| as well. You can confirm this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status field." +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:486 -msgid "If the document was canceled more than 24 hours after its creation, you may need to ask the client to accept the cancellation in their “Buzón Tributario” directly from the `SAT website `_." +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:489 +msgid "Click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:491 -msgid "The `04|` is only a code that helps Odoo to perform this process. It has no relation to the method 04 reason for cancellation." +msgid "The invoice cancellation is then generated with a reason line item in the :guilabel:`CFDI` tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Old invoice with CFDI Origin." +msgid "Canceled invoice line item in the CFDI tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:-1 -msgid "Invoice with the Substituted By field referencing the CFDI Origin invoice." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:497 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:516 +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:501 -msgid "02 - invoices sent with errors without a relation" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:499 +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:503 -msgid "This cancellation reason has to be used when an invoice was sent with an error in any field, and does not need to be replaced by another one." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:507 +msgid "Cancellation reasons 02, 03, and 04" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:506 -msgid "For this case, navigate to :menuselection:`Accounting --> Customers --> Invoices`, and select the old invoice. From here, the only requirement is to click the :guilabel:`Request EDI Cancellation` button, and then click the :guilabel:`Process Now` button." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:509 +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:510 -msgid "Because the field :guilabel:`Substituted By` does not appear when using this cancellation reason, the |SAT| should automatically detect that the cancellation reason is 02." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 +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:514 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 msgid "Payment cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:516 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:522 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:522 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:528 msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:531 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:529 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 msgid "Invoicing special use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:532 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:538 msgid "CFDI to public" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:534 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:540 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:537 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 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:542 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 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 "" @@ -27101,19 +27660,19 @@ msgstr "" msgid "CFDI to Public Customer field configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:552 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:558 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:559 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:565 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:562 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:568 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:566 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:572 msgid "The only currencies that automatically update their exchange rate daily are: USD, EUR, GBP, and JPY." msgstr "" @@ -27121,91 +27680,91 @@ msgstr "" msgid "Multi-currency configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:573 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:579 msgid "Down payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:575 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 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:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:587 msgid "`The official documentation for registration of down payments in Mexico `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:590 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:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 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:591 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 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:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 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:598 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 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:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:608 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:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 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:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:618 msgid "External trade" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:614 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 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:618 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:624 msgid "The specific address of the receiver and the sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 msgid "The addition of a :guilabel:`Tariff Fraction` that identifies the type of product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:626 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:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:629 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:626 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 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:629 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:635 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:633 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 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:642 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 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:649 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 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:653 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:659 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 "" @@ -27213,23 +27772,23 @@ msgstr "" msgid "Optional external trade company fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:660 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 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:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:670 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:666 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:672 msgid "The format of the foreign :guilabel:`VAT` (tax identification number, for example: Colombia `123456789-1`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 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:672 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 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 "" @@ -27237,27 +27796,27 @@ msgstr "" msgid "Required external trade customer fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:681 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:687 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:687 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:693 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:690 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "The :guilabel:`Internal Reference` of the product is in the :guilabel:`General Information` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:697 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:692 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 msgid "The `correct `_ :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:694 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 msgid "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" @@ -27265,19 +27824,19 @@ msgstr "" msgid "Required external trade product fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 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:702 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:708 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:708 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:714 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`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:714 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:720 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." msgstr "" @@ -27285,63 +27844,63 @@ msgstr "" msgid "External trade Other Info tab of a product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:721 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:727 msgid "Finally, sign the invoice with the same process as a regular invoice, and click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:727 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:733 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:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:736 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:740 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:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:743 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:745 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:757 msgid "Odoo manages two different types of CFDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:753 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:759 msgid "**No Federal Highways**: Is used when the *Distance to Destination* is `less than 30 KM `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:755 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:761 msgid "**Federal Transport**: Is used when the *Distance to Destination* exceeds 30 KM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:757 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:763 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:760 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:764 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "Contacts and vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 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:771 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "The field, :guilabel:`Locality`, is optional for both addresses." msgstr "" @@ -27349,23 +27908,23 @@ msgstr "" msgid "Delivery guide contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:787 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:785 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:791 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:794 msgid "The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, must contain between 5 to 7 characters." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:791 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 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`." msgstr "" @@ -27373,19 +27932,19 @@ msgstr "" msgid "Delivery guide vehicle configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 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:803 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 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:805 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:811 msgid "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:814 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 "" @@ -27393,27 +27952,27 @@ msgstr "" msgid "Delivery guide product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:816 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "Sales and inventory flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:828 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`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:826 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:830 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:833 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:839 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." msgstr "" @@ -27421,15 +27980,15 @@ msgstr "" msgid "Delivery guide MX EDI tab configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:841 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 msgid "Dangerous hazards" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:843 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 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:848 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:854 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 "" @@ -27437,7 +27996,7 @@ msgstr "" msgid "Delivery guide hazardous material product required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:855 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:861 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 "" @@ -27445,59 +28004,59 @@ msgstr "" msgid "Delivery Guide environment insurer required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "Customs numbers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:875 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:878 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:884 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:885 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:891 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:890 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 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:893 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:899 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 msgid ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:897 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:903 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:898 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:899 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:905 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:900 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 msgid ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en tránsito`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:907 msgid ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en tránsito`" msgstr "" @@ -27509,27 +28068,27 @@ msgstr "" msgid "Storable product category configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:910 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "Purchase and sales flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:918 msgid "After you configure your product, follow the standard :doc:`purchase flow <../../inventory_and_mrp/purchase>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:915 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:925 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`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:928 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:926 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 msgid "You can only add the *Pedimentos* number **once**, so be careful when associating the correct number with the transfer(s)." msgstr "" @@ -27537,11 +28096,11 @@ msgstr "" msgid "Customs number on a landed costs Inventory record." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:938 msgid "Now, create a sales order, and confirm it. This should trigger a :guilabel:`Delivery` smart button. Validate it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:941 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." msgstr "" @@ -27549,79 +28108,79 @@ msgstr "" msgid "Customs number on confirmed sales order product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 msgid "Electronic accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:945 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:951 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:950 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 msgid "It consists of three main XML files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:952 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "The updated list of the chart of accounts that you are currently using." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:959 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:954 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:960 msgid "Either optional, or for a compulsory audit, an export of the journal entries in your general ledger." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:957 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 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:960 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:966 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:971 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>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:971 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 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:980 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:986 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 `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:990 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`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:988 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:994 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:990 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:996 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:994 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1000 msgid "Once you create all your accounts, make sure the correct :guilabel:`Tags` are added." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1003 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1000 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1006 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1014 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:1011 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1017 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)`." msgstr "" @@ -27629,35 +28188,35 @@ msgstr "" msgid "Trial balance report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1026 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1023 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 msgid "Month 13 trial balance" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1025 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1031 msgid "The *Month 13* report is 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:1028 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1034 msgid "To generate it, proceed as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1036 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1032 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1038 msgid "In the :guilabel:`Other Info` tab, enable the :guilabel:`Month 13 Closing` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1039 msgid "Go to :menuselection:`Accounting --> Reporting --> Trial Balance`, click the calendar, and select :guilabel:`Month 13`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1041 msgid "Click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the :guilabel:`PDF` button, and select :guilabel:`SAT (XML)`." msgstr "" @@ -27665,59 +28224,59 @@ msgstr "" msgid "Trial Balance Month 13 report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1044 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1050 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1055 msgid "You can filter by period, or by journal, according to your current needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1057 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:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1056 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid ":guilabel:`Tax audit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1057 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1063 msgid ":guilabel:`Audit certification`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1064 msgid ":guilabel:`Return of goods`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1059 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1065 msgid ":guilabel:`Compensation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1061 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1067 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|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1067 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "If you want to see this report without sending it, use `ABC6987654/99` for :guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1071 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1077 msgid "DIOT report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1079 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|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1078 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1084 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 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." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1092 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 "" @@ -27725,7 +28284,7 @@ msgstr "" msgid "A Vendor Bill that is In Payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1095 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 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 "" @@ -29030,7 +29589,7 @@ msgid ":doc:`../payment_providers`;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:929 -msgid ":doc:`../../websites/ecommerce/checkout_payment_shipping/shipping`: For each shipping method, set the :guilabel:`Provider` field to :guilabel:`Fixed Price`. Then, set a :guilabel:`Fixed Price` amount greater than `0.00` (not zero), as the shipping method price is added to the invoice line." +msgid ":doc:`../../websites/ecommerce/shipping`: For each shipping method, set the :guilabel:`Provider` field to :guilabel:`Fixed Price`. Then, set a :guilabel:`Fixed Price` amount greater than `0.00` (not zero), as the shipping method price is added to the invoice line." msgstr "" #: ../../content/applications/finance/fiscal_localizations/peru.rst:934 @@ -32369,10 +32928,6 @@ msgstr "" msgid "This module includes the features required for integration with :ref:`SInvoice `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:30 -msgid "In some cases, such as when upgrading to a version with additional modules, it is possible that modules may not be installed automatically. Any missing modules can be manually :ref:`installed `." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:39 msgid "To use all the features of this fiscal localization, the following fields are required on the :doc:`company record `:" msgstr "" @@ -32506,10 +33061,6 @@ msgstr "" msgid "Enable :guilabel:`Stop automatic sending to tax authorities` and :guilabel:`Default for built-in API` based on preference." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/vietnam.rst:130 -msgid "Click :guilabel:`Save`." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/vietnam.rst:135 msgid "Invoice issuance notice" msgstr "" @@ -33086,7 +33637,7 @@ msgid "You can restrict the :guilabel:`Maximum Amount` that can be paid with the msgstr "" #: ../../content/applications/finance/payment_providers.rst:406 -msgid "This feature is not intended to work on pages that allow the customer to update the payment amount, e.g., the **Donation** snippet and the **Checkout** page when paid :doc:`shipping methods <../websites/ecommerce/checkout_payment_shipping/shipping>` are enabled." +msgid "This feature is not intended to work on pages that allow the customer to update the payment amount, e.g., the **Donation** snippet and the **Checkout** page when paid :doc:`shipping methods <../websites/ecommerce/shipping>` are enabled." msgstr "" #: ../../content/applications/finance/payment_providers.rst:413 @@ -33186,10 +33737,6 @@ msgid ":doc:`payment_providers/xendit`" msgstr "" #: ../../content/applications/finance/payment_providers.rst:460 -msgid ":doc:`../websites/ecommerce/checkout_payment_shipping/payments`" -msgstr "" - -#: ../../content/applications/finance/payment_providers.rst:461 msgid ":doc:`accounting/bank`" msgstr "" diff --git a/locale/sources/general.pot b/locale/sources/general.pot index abb5ab041..a516de809 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-02-20 12:15+0000\n" +"POT-Creation-Date: 2025-03-27 10:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -121,54 +121,50 @@ msgid "A centralized management environment allows an administrator to select mu msgstr "" #: ../../content/applications/general/companies.rst:13 -msgid "Utilizing a multi-company environment in an Odoo database warrants a subscription change from *Standard* (or *One App Free*) to a *Custom* plan. Should the administrator not migrate the subscription to a *Custom* plan after adding another company, the database risks being deactivated. For more information, consult the `Odoo Pricing page `_." +msgid "Enabling multi-company functionality in an Odoo database on a *Standard* plan automatically triggers an upsell to the *Custom* plan. This does not apply to databases on the *One-App Free* plan." msgstr "" -#: ../../content/applications/general/companies.rst:19 -msgid "If the customer is on the *Standard* plan, and adds multi-company functionality to the database, it triggers an upsell for the *Custom* plan." +#: ../../content/applications/general/companies.rst:17 +msgid "**For yearly or multi-year contracts**: An upsell order is created with a 30-day limit." msgstr "" -#: ../../content/applications/general/companies.rst:22 -msgid "If they are on a *Yearly* or *Multi-year* contract, this creates an upsell order, with a 30-day limit (risking deactivation). If multi-company functionality is fully removed within that time period, the next time the database pings, the upsell order and limit are removed automatically." +#: ../../content/applications/general/companies.rst:18 +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/general/companies.rst:26 -msgid "If the customer is on a *Monthly* contract, once the next bill is created, and multi-company functionality is still detected while they are on a *Standard* plan, they are automatically switched, and billed on the *Custom* plan." +#: ../../content/applications/general/companies.rst:21 +msgid "For more information, refer to `Odoo's pricing page `_ or contact your account manager." msgstr "" -#: ../../content/applications/general/companies.rst:30 -msgid "Should the customer want to go back to *Standard*, the Customer Success Team **must** be contacted." -msgstr "" - -#: ../../content/applications/general/companies.rst:33 +#: ../../content/applications/general/companies.rst:24 msgid "To create a new company, navigate to :menuselection:`Settings app --> Companies section`, and click :guilabel:`Manage Companies`. Then, click :guilabel:`New` to create a new company." msgstr "" -#: ../../content/applications/general/companies.rst:36 +#: ../../content/applications/general/companies.rst:27 msgid "Proceed to fill out the new company form that appears." msgstr "" -#: ../../content/applications/general/companies.rst:39 +#: ../../content/applications/general/companies.rst:30 msgid "To archive a company, navigate to :menuselection:`Settings app --> Companies section --> Manage Companies`. Then, tick the checkbox to the left of the company to be archived. If the :guilabel:`Companies` page is not in list view, click the :guilabel:`≣ (four bars)` icon, located in the top-right corner of the page." msgstr "" -#: ../../content/applications/general/companies.rst:44 +#: ../../content/applications/general/companies.rst:35 msgid "After selecting the appropriate company, click the :guilabel:`⚙️ Actions` icon, and select :guilabel:`Archive` from the resulting drop-down menu." msgstr "" -#: ../../content/applications/general/companies.rst:47 +#: ../../content/applications/general/companies.rst:38 msgid "To ensure all records related to the archived company are archived, contact Odoo's `Support Team `_." msgstr "" -#: ../../content/applications/general/companies.rst:50 +#: ../../content/applications/general/companies.rst:41 msgid "Should a record not be archived, there is a risk of reactivating the archived company, and creating the upsell again." msgstr "" -#: ../../content/applications/general/companies.rst:56 +#: ../../content/applications/general/companies.rst:47 msgid "Manage companies and records" msgstr "" -#: ../../content/applications/general/companies.rst:58 +#: ../../content/applications/general/companies.rst:49 msgid "Go to :menuselection:`Settings app --> Companies section --> Manage Companies`. Then, either click :guilabel:`New`, and fill in the form with the company's information, or select a pre-existing company to edit it." msgstr "" @@ -176,23 +172,23 @@ msgstr "" msgid "Overview of a new company's form in Odoo." msgstr "" -#: ../../content/applications/general/companies.rst:67 +#: ../../content/applications/general/companies.rst:58 msgid "Activate the :ref:`developer mode ` to set social media accounts and company-specific email parameters. See this documentation on :doc:`../marketing/social_marketing` and :doc:`email_communication`." msgstr "" -#: ../../content/applications/general/companies.rst:71 +#: ../../content/applications/general/companies.rst:62 msgid "Companies also have a :guilabel:`Parent Company` set on the company form in :ref:`developer mode `." msgstr "" -#: ../../content/applications/general/companies.rst:75 +#: ../../content/applications/general/companies.rst:66 msgid "Switch between companies" msgstr "" -#: ../../content/applications/general/companies.rst:77 +#: ../../content/applications/general/companies.rst:68 msgid "Switch between (or select) multiple companies, by clicking on the company name, located in the far-right corner of the header menu, anywhere throughout the database. Tick the checkboxes next to the desired company name(s) to activate them. The highlighted company represents the current environment that is in use. To switch environments, click on the desired company name." msgstr "" -#: ../../content/applications/general/companies.rst:83 +#: ../../content/applications/general/companies.rst:74 msgid "In the example below, the user has access to eight companies, two are activated, and the environment the database is in belongs to: *My Company (San Francisco)*." msgstr "" @@ -200,19 +196,19 @@ msgstr "" msgid "View of the companies menu through the main dashboard in Odoo." msgstr "" -#: ../../content/applications/general/companies.rst:91 +#: ../../content/applications/general/companies.rst:82 msgid "Share records" msgstr "" -#: ../../content/applications/general/companies.rst:93 +#: ../../content/applications/general/companies.rst:84 msgid "Data (such as, products, contacts, and equipment) can be shared, or set to be shown for a specific company only. To do so, on their forms, choose between:" msgstr "" -#: ../../content/applications/general/companies.rst:96 +#: ../../content/applications/general/companies.rst:87 msgid "*A blank field*: the record is shared within all companies." msgstr "" -#: ../../content/applications/general/companies.rst:97 +#: ../../content/applications/general/companies.rst:88 msgid "*Adding a company*: the record is visible to users logged in to that specific company." msgstr "" @@ -220,15 +216,15 @@ msgstr "" msgid "View of a product's form emphasizing the company field in Odoo Sales." msgstr "" -#: ../../content/applications/general/companies.rst:103 +#: ../../content/applications/general/companies.rst:94 msgid "When an environment is selected from the top menu, along with an additional company, records are shared between the two companies." msgstr "" -#: ../../content/applications/general/companies.rst:107 +#: ../../content/applications/general/companies.rst:98 msgid "Branches" msgstr "" -#: ../../content/applications/general/companies.rst:109 +#: ../../content/applications/general/companies.rst:100 msgid "Branches are available to add to a company. Branches can be added by navigating to :menuselection:`Settings app --> Companies section --> Manage Companies`. Then, select the desired company from the list. From the company detail form, open the :guilabel:`Branches` tab. To add a branch, click :guilabel:`Add a line`, and fill out the :guilabel:`Create Branches` pop-up form that appears." msgstr "" @@ -236,39 +232,39 @@ msgstr "" msgid "Add a branch to a company with branches and add a line highlighted." msgstr "" -#: ../../content/applications/general/companies.rst:120 +#: ../../content/applications/general/companies.rst:111 msgid "Activate the :ref:`developer mode ` to set social media accounts and company-specific email system parameters. See this documentation on :doc:`../marketing/social_marketing` and :doc:`email_communication`." msgstr "" -#: ../../content/applications/general/companies.rst:124 +#: ../../content/applications/general/companies.rst:115 msgid "Branches also have a :guilabel:`Parent Company` set on the branch form in :ref:`developer mode `. Accounting and fiscal localizations for the branch are set on the :guilabel:`Parent Company`. To do so, select the company from the *company selector* in the top menu, and go to :menuselection:`Settings app --> Accounting --> Fiscal Localization`." msgstr "" -#: ../../content/applications/general/companies.rst:130 +#: ../../content/applications/general/companies.rst:121 msgid "If the database is on the standard *Paid* pricing plan, adding a branch to a company triggers an upsell. Since adding one or more branches turns the database into a multi-company setup, it will need to switch to the *Custom* pricing plan. This does not affect databases on the *One-app free* plan." msgstr "" -#: ../../content/applications/general/companies.rst:135 +#: ../../content/applications/general/companies.rst:126 msgid "For more information on pricing, see `Odoo's pricing `_ page." msgstr "" -#: ../../content/applications/general/companies.rst:140 +#: ../../content/applications/general/companies.rst:131 msgid "Employee access" msgstr "" -#: ../../content/applications/general/companies.rst:142 +#: ../../content/applications/general/companies.rst:133 msgid "Once companies are created, manage the employees' :doc:`Access Rights ` for *Multi Companies*." msgstr "" -#: ../../content/applications/general/companies.rst:145 +#: ../../content/applications/general/companies.rst:136 msgid "To access the *Access Rights*, navigate to :menuselection:`Settings app --> Users section --> Manage Users`." msgstr "" -#: ../../content/applications/general/companies.rst:148 +#: ../../content/applications/general/companies.rst:139 msgid "From the :guilabel:`Users` page, select a user from the list to modify. Then, either change the fields for :guilabel:`Allowed Companies` or :guilabel:`Default Company`." msgstr "" -#: ../../content/applications/general/companies.rst:151 +#: ../../content/applications/general/companies.rst:142 msgid "Multiple companies can be set for :guilabel:`Allowed Companies`, and *only one* can be set as the :guilabel:`Default Company`." msgstr "" @@ -277,40 +273,40 @@ msgid "View of an user form emphasizing the multi companies field under the acce "in Odoo." msgstr "" -#: ../../content/applications/general/companies.rst:159 +#: ../../content/applications/general/companies.rst:150 msgid "If an administrator has multiple companies activated on the database, and is editing a record, the editing occurs on the record's related company." msgstr "" -#: ../../content/applications/general/companies.rst:163 +#: ../../content/applications/general/companies.rst:154 msgid "If editing a sale order issued under `JS Store US`, while working on the `JS Store Belgium` environment, the changes are applied under `JS Store US` (the company from which the sale order was issued)." msgstr "" -#: ../../content/applications/general/companies.rst:167 +#: ../../content/applications/general/companies.rst:158 msgid "When creating a record, the company taken into account is:" msgstr "" -#: ../../content/applications/general/companies.rst:169 +#: ../../content/applications/general/companies.rst:160 msgid "The current company selected in the company selector, in the upper-right hand of the screen (the one that is highlighted/active)" msgstr "" -#: ../../content/applications/general/companies.rst:172 -#: ../../content/applications/general/companies.rst:176 +#: ../../content/applications/general/companies.rst:163 +#: ../../content/applications/general/companies.rst:167 msgid "**OR**" msgstr "" -#: ../../content/applications/general/companies.rst:174 +#: ../../content/applications/general/companies.rst:165 msgid "No company is set (because none is set on the product and contact forms, for example)" msgstr "" -#: ../../content/applications/general/companies.rst:178 +#: ../../content/applications/general/companies.rst:169 msgid "The company set is the company linked to the document (the same as if a record is being edited)" msgstr "" -#: ../../content/applications/general/companies.rst:181 +#: ../../content/applications/general/companies.rst:172 msgid "Document format" msgstr "" -#: ../../content/applications/general/companies.rst:183 +#: ../../content/applications/general/companies.rst:174 msgid "To set document formats according to each company, *activate* and *select* the respective company, and, under the :menuselection:`Settings app --> Companies section`, click on :guilabel:`Configure Document Layout` and edit the information as needed." msgstr "" @@ -318,72 +314,72 @@ msgstr "" msgid "View of the settings page emphasizing the document layout field in Odoo." msgstr "" -#: ../../content/applications/general/companies.rst:191 +#: ../../content/applications/general/companies.rst:182 msgid ":guilabel:`Company Details` can be edited on the document layout. By default, this field is populated from the company information listed, when navigating here: :menuselection:`Settings app --> Companies section --> Manage Companies`, and select a company from the list." msgstr "" -#: ../../content/applications/general/companies.rst:198 +#: ../../content/applications/general/companies.rst:189 #: ../../content/applications/general/multi_company.rst:79 msgid "Inter-company transactions" msgstr "" -#: ../../content/applications/general/companies.rst:200 +#: ../../content/applications/general/companies.rst:191 msgid "First, activate the :ref:`developer mode `. Then, make sure each one of the companies is properly set in relation to:" msgstr "" -#: ../../content/applications/general/companies.rst:203 +#: ../../content/applications/general/companies.rst:194 msgid ":doc:`Chart of Accounts <../finance/accounting/get_started/chart_of_accounts>`" msgstr "" -#: ../../content/applications/general/companies.rst:204 +#: ../../content/applications/general/companies.rst:195 msgid ":doc:`Taxes <../finance/accounting/taxes>`" msgstr "" -#: ../../content/applications/general/companies.rst:205 +#: ../../content/applications/general/companies.rst:196 msgid ":doc:`Fiscal Positions <../finance/accounting/taxes/fiscal_positions>`" msgstr "" -#: ../../content/applications/general/companies.rst:206 +#: ../../content/applications/general/companies.rst:197 msgid ":doc:`Journals <../finance/accounting/bank>`" msgstr "" -#: ../../content/applications/general/companies.rst:207 +#: ../../content/applications/general/companies.rst:198 msgid ":doc:`Fiscal Localizations <../finance/fiscal_localizations>`" msgstr "" -#: ../../content/applications/general/companies.rst:208 +#: ../../content/applications/general/companies.rst:199 msgid ":doc:`Pricelists <../sales/sales/products_prices/prices/pricing>`" msgstr "" -#: ../../content/applications/general/companies.rst:210 +#: ../../content/applications/general/companies.rst:201 msgid "Next, navigate to :menuselection:`Settings app --> Companies section --> Manage Companies`. Then, select the desired company from the list. On the company form, select the :guilabel:`Inter-Company Transactions` tab, on the individual company's detail form." msgstr "" -#: ../../content/applications/general/companies.rst:214 +#: ../../content/applications/general/companies.rst:205 msgid "With the respective company activated and selected, choose one of the following :guilabel:`Rule` options:" msgstr "" -#: ../../content/applications/general/companies.rst:217 +#: ../../content/applications/general/companies.rst:208 msgid ":guilabel:`Do not synchronize`: do not synchronize any inter-company transactions." msgstr "" -#: ../../content/applications/general/companies.rst:218 +#: ../../content/applications/general/companies.rst:209 msgid ":guilabel:`Synchronized invoice/bills`: generates a bill/invoice when a company confirms a bill/invoice for the selected company." msgstr "" -#: ../../content/applications/general/companies.rst:220 +#: ../../content/applications/general/companies.rst:211 msgid ":guilabel:`Synchronize Sales Order`: generates a drafted sales order using the selected company warehouse, when a sales order is confirmed for the selected company. If, instead of a drafted sales order, it should be validated, enable :guilabel:`Automatic Validation`.\\*" msgstr "" -#: ../../content/applications/general/companies.rst:223 +#: ../../content/applications/general/companies.rst:214 msgid ":guilabel:`Synchronize Purchase Order`: generates a drafted purchase order using the selected company warehouse, when a purchase order is confirmed for the selected company. If, instead of a drafted purchase order, it should be validated, enable :guilabel:`Automatic Validation`.\\*" msgstr "" -#: ../../content/applications/general/companies.rst:226 +#: ../../content/applications/general/companies.rst:217 msgid ":guilabel:`Synchronize Sales and Purchase Order`: generates a drafted purchase/sales order using the selected company warehouse, when a sales/purchase order is confirmed for the selected company. If, instead of a drafted purchase/sales order, it should be validated, enable :guilabel:`Automatic Validation`.\\*" msgstr "" -#: ../../content/applications/general/companies.rst:231 +#: ../../content/applications/general/companies.rst:222 msgid "\\* The given option needs to be selected, so :guilabel:`Automatic Validation` appears in the configuration." msgstr "" @@ -391,27 +387,27 @@ msgstr "" msgid "View of the settings page emphasizing the inter company transaction field in Odoo." msgstr "" -#: ../../content/applications/general/companies.rst:239 +#: ../../content/applications/general/companies.rst:230 msgid "Products **must** be configured as :guilabel:`Can be sold` and shared between the companies. See :doc:`../inventory_and_mrp/inventory/product_management/configure/type`." msgstr "" -#: ../../content/applications/general/companies.rst:243 +#: ../../content/applications/general/companies.rst:234 msgid ":guilabel:`Synchronize invoice/bills`: an invoice posted on `JS Store Belgium`, for `JS Store US`, automatically creates a vendor bill, and generates a drafted purchase/sales order using the selected company warehouse, when a sales/purchase order is confirmed for the selected company. If, instead of a drafted purchase/sales order, it should be validated, enable :guilabel:`Automatic Validation`." msgstr "" -#: ../../content/applications/general/companies.rst:249 +#: ../../content/applications/general/companies.rst:240 msgid ":guilabel:`Synchronize sales/purchase order`: when a sale order for `JS Store US` is confirmed on `JS Store Belgium`, a purchase order on `JS Store Belgium` is automatically created (and confirmed, if the :guilabel:`Automatic Validation` feature was enabled)." msgstr "" -#: ../../content/applications/general/companies.rst:254 +#: ../../content/applications/general/companies.rst:245 msgid "Remember to test all workflows as a user *other* than the administrator." msgstr "" -#: ../../content/applications/general/companies.rst:257 +#: ../../content/applications/general/companies.rst:248 msgid ":doc:`Multi-company Guidelines <../../developer/howtos/company>`" msgstr "" -#: ../../content/applications/general/companies.rst:258 +#: ../../content/applications/general/companies.rst:249 msgid ":doc:`../finance/accounting/get_started/multi_currency`" msgstr "" @@ -1445,7 +1441,7 @@ msgid ":ref:`Project task creation using an email alias `" +msgid ":doc:`Technical mail gateway for on-premise users <../../administration/on_premise/email_gateway>`" msgstr "" #: ../../content/applications/general/email_communication.rst:100 @@ -4432,7 +4428,7 @@ msgid ":ref:`Enable the developer mode ` to access the IoT syste msgstr "" #: ../../content/applications/general/iot/connect.rst:98 -msgid "By default, drivers are automatically :ref:`udpated ` every time the IoT system is restarted. To disable automatic updates, uncheck the :guilabel:`Automatic drivers update` option." +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 @@ -5457,34 +5453,38 @@ msgid "Press **>T<** until :guilabel:`GRP 3` appears, then press **>0<** to conf msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:63 -msgid "Under :guilabel:`3.1`, ensure the setting is set to :guilabel:`1` (USB Virtual COM ports) and press **>T<** to cycle through the options under group 3.1." +msgid "At step :guilabel:`3.1`, make sure the value is set to :guilabel:`1` (USB Virtual COM ports) by pressing **>T<** to cycle through the options." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:65 -msgid "Once :guilabel:`3.1` is set to :guilabel:`1`, press **>0<** to confirm the selection." +msgid "Press **>0<** until :guilabel:`3.6` (if available, otherwise skip the next step)." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:66 -msgid "Continue to press **>0<** until :guilabel:`GRP 4` appears." +msgid "At step :guilabel:`3.6`, make sure the value is set to :guilabel:`3` (8217 Mettler-Toledo (WO)) by pressing **>T<** to cycle through the options." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:67 +#: ../../content/applications/general/iot/devices/scale.rst:68 +msgid "Press **>0<** (multiple times if necessary) until :guilabel:`GRP 4` appears." +msgstr "" + +#: ../../content/applications/general/iot/devices/scale.rst:69 msgid "Press **>T<** until :guilabel:`EXIT` appears." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:70 +#: ../../content/applications/general/iot/devices/scale.rst:72 msgid "Do **not** make any other changes unless otherwise needed." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:72 +#: ../../content/applications/general/iot/devices/scale.rst:74 msgid "Press **>0<**." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:73 +#: ../../content/applications/general/iot/devices/scale.rst:75 msgid "Press **>0<** again to :guilabel:`SAVE`; the scale restarts." msgstr "" -#: ../../content/applications/general/iot/devices/scale.rst:74 +#: ../../content/applications/general/iot/devices/scale.rst:76 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`." msgstr "" @@ -6985,7 +6985,7 @@ msgid ":guilabel:`Users` tab: lists the current users in the group. Users listed msgstr "" #: ../../content/applications/general/users/access_rights.rst:96 -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." +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:100 @@ -6993,7 +6993,7 @@ msgid "For example, if the group *Sales/Administrator* lists the group *Website/ msgstr "" #: ../../content/applications/general/users/access_rights.rst:104 -msgid ":guilabel:`Menus` tab: defines which menus/models the group can have access to. Click :guilabel:`Add a line` to add a specific menu." +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:106 @@ -7001,114 +7001,118 @@ msgid ":guilabel:`Views` tab: lists which views in Odoo the group has access to. msgstr "" #: ../../content/applications/general/users/access_rights.rst:108 -msgid ":guilabel:`Access Rights` tab: lists the first level of rights (models) that this group has access rights to. Click :guilabel:`Add a line` to link access rights to this group. In this tab, the :guilabel:`Model` column represents the common name of the menu/model, and the :guilabel:`Name` column represents the technical name given to the model. For each model, enable the following options as appropriate:" +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:114 -msgid ":guilabel:`Read`: users can see the object's existing values." -msgstr "" - -#: ../../content/applications/general/users/access_rights.rst:115 -msgid ":guilabel:`Write`: users can edit the object's existing values." +#: ../../content/applications/general/users/access_rights.rst:112 +msgid "To link a new access right to a group, click :guilabel:`Add a line`. Select the appropriate model from the :guilabel:`Model` dropdown, 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:116 -msgid ":guilabel:`Create`: users can create new values for the object." +msgid ":guilabel:`Read`: Users can see the object's existing values." msgstr "" #: ../../content/applications/general/users/access_rights.rst:117 -msgid ":guilabel:`Delete`: users can delete values for the object." +msgid ":guilabel:`Write`: Users can edit the object's existing values." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:120 -msgid "First try searching for the common name of the model in the drop-down menu of the :guilabel:`Model` column. The :guilabel:`Model` technical name can be found by expanding the model common name, which can be done by clicking the :guilabel:`(external link)` icon." +#: ../../content/applications/general/users/access_rights.rst:118 +msgid ":guilabel:`Create`: Users can create new values for the object." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:124 -msgid "The model technical name can also be accessed in :ref:`developer mode `." +#: ../../content/applications/general/users/access_rights.rst:119 +msgid ":guilabel:`Delete`: Users can delete values for the object." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:126 -msgid "On a form, navigate to any field, and hover over the field name. A box of backend information reveals itself with the specific Odoo :guilabel:`Model` name in the backend. This is the technical name of the model that should be added." +#: ../../content/applications/general/users/access_rights.rst:122 +msgid "While there are no conventions for naming access rights, it is advisable to choose a name that easily identifies its purpose." +msgstr "" + +#: ../../content/applications/general/users/access_rights.rst:125 +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 "" #: ../../content/applications/general/users/access_rights.rst:0 -msgid "Technical information shown on a field of a model, with object highlighted." +msgid "Name of access rights to a model" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:134 +#: ../../content/applications/general/users/access_rights.rst:132 +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:136 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:138 +#: ../../content/applications/general/users/access_rights.rst:140 msgid ":guilabel:`Apply for Read`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:139 +#: ../../content/applications/general/users/access_rights.rst:141 msgid ":guilabel:`Apply for Write`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:140 +#: ../../content/applications/general/users/access_rights.rst:142 msgid ":guilabel:`Apply for Create`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:141 +#: ../../content/applications/general/users/access_rights.rst:143 msgid ":guilabel:`Apply for Delete`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:144 +#: ../../content/applications/general/users/access_rights.rst:146 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:147 +#: ../../content/applications/general/users/access_rights.rst:149 msgid "`[('mrp_production_ids', 'in', user.partner_id.commercial_partner_id.production_ids.ids)]`" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:149 +#: ../../content/applications/general/users/access_rights.rst:151 msgid "This record rule is to enable MRP consumption warnings for subcontractors." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:151 +#: ../../content/applications/general/users/access_rights.rst:153 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:158 +#: ../../content/applications/general/users/access_rights.rst:160 msgid "Superuser mode" msgstr "" -#: ../../content/applications/general/users/access_rights.rst:160 +#: ../../content/applications/general/users/access_rights.rst:162 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 :guilabel:`🪲 (bug)` icon, located in the top banner." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:164 +#: ../../content/applications/general/users/access_rights.rst:166 msgid "Finally, towards the bottom of the menu, click :guilabel:`Become Superuser`." msgstr "" -#: ../../content/applications/general/users/access_rights.rst:167 +#: ../../content/applications/general/users/access_rights.rst:169 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:171 +#: ../../content/applications/general/users/access_rights.rst:173 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:174 +#: ../../content/applications/general/users/access_rights.rst:176 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:178 +#: ../../content/applications/general/users/access_rights.rst:180 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:181 +#: ../../content/applications/general/users/access_rights.rst:183 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:185 +#: ../../content/applications/general/users/access_rights.rst:187 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:188 +#: ../../content/applications/general/users/access_rights.rst:190 msgid "Instead of clicking :guilabel:`Login`, click :guilabel:`Log in as superuser`." msgstr "" diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index acca52946..2354fb25a 100644 --- a/locale/sources/inventory_and_mrp.pot +++ b/locale/sources/inventory_and_mrp.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-02-20 12:15+0000\n" +"POT-Creation-Date: 2025-03-27 10:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -17222,7 +17222,6 @@ msgid "In the :guilabel:`Company` column, if in a multi-company environment, cli msgstr "" #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_setup.rst:46 -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:88 msgid "Once ready, click :guilabel:`Save` to save changes." msgstr "" @@ -17483,11 +17482,11 @@ msgid "Advanced configuration" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:3 -msgid "Use kits" +msgid "Kits" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:5 -msgid "In Odoo, a *kit* is a type of bill of materials (BoM) that can be manufactured and sold. Kits are sets of unassembled components sold to customers. They may be sold as standalone products, but are also useful tools for managing more complex bills of materials (BoMs)." +msgid "In Odoo, a *kit* is a type of bill of materials (BoM) that can be manufactured and sold. Kits are sets of unassembled components sold to customers. They may be sold as standalone products, and are also useful tools for managing more complex bills of materials (BoMs)." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:10 @@ -17499,103 +17498,135 @@ msgid "Create the kit as a product" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:16 -msgid "To use a kit as a sellable product, or simply as a component organization tool, the kit should first be created as a product." +msgid "To use a kit as a sellable product, or as a component organization tool, the kit should first be created as a product." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:19 -msgid "To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and click :guilabel:`Create`." +msgid "To create a kit product, go to :menuselection:`Inventory app --> Products --> Products`, and then click :guilabel:`New`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:22 -msgid "Then, assign a name to the new kit product. Next, under the :guilabel:`General Information` tab, set the :guilabel:`Product Type` to :guilabel:`Consumable`. Kit products work best as consumables, because the stock on-hand for kits is typically not tracked." +msgid "Then, assign a name to the new kit product. Next, set the kit's product type depending on inventory tracking needs and accounting requirements. To do this, under the :guilabel:`General Information` tab, set the :guilabel:`Product Type` to either :guilabel:`Consumable` or :guilabel:`Storable`." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:27 -msgid "Although kits should almost always be set to :guilabel:`Consumable`, companies using **Anglo-Saxon** accounting might need to create kits as a :guilabel:`Storable Product`. This is because when processing invoices for kits, the Cost of Goods Sold (COGS) will be posted in accounting journals." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:32 -msgid "Unlike storable products, the :guilabel:`Routes` designation under the :guilabel:`Inventory` tab does not matter for kits, since Odoo uses the routes of the kit's individual components for replenishment purposes. All other parameters for the kit product may be modified according to preference. Once ready, click :guilabel:`Save` to save the new product." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:37 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:26 msgid "The kit's components must also be configured as products via :menuselection:`Inventory app --> Products --> Products`. These components require no specific configuration." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:30 +msgid "Consumable kit setup details" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:32 +msgid "Consumable products do not have inventory tracking. Consider setting the kit as a consumable product when the kit is used in other manufacturing processes or when tracking inventory for the kit itself is not needed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:36 +msgid "**Recommended for Continental Accounting**: If costs are expensed immediately upon purchase, then setting the kit's type to *consumable* is recommended." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:38 +msgid "**Replenishment via Components**: Inventory count is managed at the component level, so reordering rules must be set to individual components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:40 +msgid "**Selling & Stock Constraints**: Kits cannot be sold if any required component is out of stock. Since availability depends on individual components, a sales order may appear valid, but delivery can be delayed if components are unavailable." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:45 +msgid "Storable kit setup details" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:47 +msgid "Storable products have detailed tracking and inventory management since they are expected to be *stored* once they are created. Consider setting the kit as a storable product when the kit is a tangible product or warehouse and inventory tracking is essential." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:51 +msgid "**Recommended for Angle-Saxon Accounting**: If the Cost of Goods Sold (COGS) needs to be recorded in journals, then setting the kit's type to *storable* is recommended." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:53 +msgid "**Component Purchase Constraints**: Only the kit's minimum required components can be added to an **eCommerce** cart unless the option to :doc:`continue selling<../../../websites/ecommerce/products>` is disabled." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:56 +msgid "**No Kit Serial Numbers**: Serial number tracking does not track the kit, only its shipped components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:58 +msgid "**Reordering Rule Recommendation**: Reordering rules should be set at the component-level." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:59 +msgid "**Stock Replenishment Recommendation**: Stock replenishment should also be done at the component-level." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:63 +msgid "Kit setup similarities" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:65 +msgid "Regardless of which setup is used, there are some similarities between the two options." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:67 +msgid "**No Kit-Level Stock Adjustments**: Stock adjustments cannot be handled at the kit-level." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:68 +msgid "**Kit Value Does Not Change**: The stock's value is the same whether the kit is consumable or storable." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:70 +msgid "**Kit Internal Transfers**: An internal transfer for the kit breaks it into components." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:73 msgid "Set up the kit BoM" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:43 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:75 msgid "After fully configuring the kit product and its components, a new :abbr:`BoM (bill of materials)` can be created for the kit product." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:46 -msgid "To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click :guilabel:`Create`. Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list of products, and select the previously configured kit product." +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:78 +msgid "To do so, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and then click :guilabel:`New`. Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list of products, and then select the previously configured kit product." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:50 -msgid "Then, for the :guilabel:`BoM Type` field, select the :guilabel:`Kit` option. Finally, under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and add each desired component, and specify their quantities under the :guilabel:`Quantity` column." +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:82 +msgid "Then, for the :guilabel:`BoM Type` field, click the :guilabel:`Kit` option. Finally, under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and add each desired component, and specify their quantities under the :guilabel:`Quantity` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:54 -msgid "Once ready, click :guilabel:`Save` to save the newly-created :abbr:`BoM (bill of materials)`." +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:86 +msgid "Once ready, click :guilabel:`Save` to save the newly created :abbr:`BoM (bill of materials)`." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:-1 msgid "Kit selection on the bill of materials." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:60 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:91 msgid "If the kit is solely being used as a sellable product, then only components need to be added under the :guilabel:`Components` tab, and configuring manufacturing operations is not necessary." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:95 msgid "When a kit is sold as a product, it appears as a single line item on the quotation and sales order. However, on delivery orders, each component of the kit is listed." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:68 +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:99 msgid "Use kits to manage complex BoMs" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:70 -msgid "Kits are also used to manage multi-level :abbr:`BoMs (bills of materials)`. These are products that contain **other** :abbr:`BoM (bill of materials)` products as components, and therefore require *nested* :abbr:`BoMs (bills of materials)`. Incorporating pre-configured kits into multi-level :abbr:`BoMs (bills of materials)` allows for cleaner organization of bundled products." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:75 -msgid "To configure this type of :abbr:`BoM (bill of materials)` with a kit as a component, go to :menuselection:`Manufacturing app --> Products --> Bills of Materials`, and click :guilabel:`Create`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:79 -msgid "Next to the :guilabel:`Product` field, click the drop-down menu to reveal a list of products, and select the desired :abbr:`BoM (bill of materials)` product. Then, for the :guilabel:`BoM Type` field, select the :guilabel:`Manufacture this product` option." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:83 -msgid "Under the :guilabel:`Components` tab, click :guilabel:`Add a line`, and select a kit as the component. Adding the kit as a component eliminates the need to add the kit's components individually. Any :guilabel:`BoM Type` can be used for the higher-level product's :abbr:`BoM (bill of materials)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:-1 -msgid "Kit as a component in a multilevel bill of materials." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:95 -msgid "Structure & cost" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:97 -msgid "To access a comprehensive overview of the multi-level :abbr:`BoM's (bill of material's)` components, click on the :guilabel:`Structure & Cost` smart button. Sublevel :abbr:`BoMs (bills of materials)` can be expanded and viewed from this report." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:-1 -msgid "Expanded kit in the Structure and Cost report." +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:101 +msgid "Kits can also be used for complex :abbr:`BoMs (Bills of Materials)`. This method nests BoMs within other BoMs, organizing complex products while simplifying manufacturing by defining each procurement and production step separately." msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:105 -msgid "When creating a manufacturing order for a product with a multi-level :abbr:`BoM (bill of materials)`, the kit product automatically expands to show all components. Any operations in the kit's :abbr:`BoM (bill of materials)` are also added to the list of work orders on the manufacturing order." +msgid "Sublevel BoMs (subassemblies or semi-finished products) streamline these workflows, helping with traceability efforts." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:111 -msgid "Kits are primarily used to bundle components together for organization or sale. To manage multi-level products that require manufactured sub-components, refer to :doc:`this documentation ` on sub-assemblies." +#: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping.rst:109 +msgid ":doc:`sub_assemblies`" msgstr "" #: ../../content/applications/inventory_and_mrp/manufacturing/advanced_configuration/product_variants.rst:3 diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 796405615..40bc48e51 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-02-20 12:15+0000\n" +"POT-Creation-Date: 2025-03-27 10:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -78,6 +78,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 #: ../../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/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 @@ -2725,6 +2726,7 @@ msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:458 #: ../../content/applications/sales/crm/performance/win_loss.rst:640 +#: ../../content/applications/sales/point_of_sale/self_order.rst:127 msgid "Click :guilabel:`Add`." msgstr "" @@ -7785,7 +7787,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:414 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416 msgid "Advanced price rules" msgstr "" @@ -8427,6 +8429,344 @@ msgstr "" msgid "screen to select a tip amount to collect after payment" msgstr "" +#: ../../content/applications/sales/point_of_sale/self_order.rst:3 +msgid "Self-ordering" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:5 +msgid "The self-ordering feature allows customers to browse your menu or product catalog, place an order, and complete payment using their mobile device or a self-ordering kiosk." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:12 +msgid "Feature activation" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:14 +msgid "To enable this feature and select a self-ordering type, access the :ref:`POS settings `, scroll down to the :guilabel:`Mobile self-order & Kiosk` section, and select a :guilabel:`Self Ordering` type under the :guilabel:`QR menu & Kiosk activation` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:18 +msgid "You can choose from:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:22 +#: ../../content/applications/sales/point_of_sale/self_order.rst:173 +msgid "QR menu" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:24 +msgid "Select :guilabel:`QR menu` or :guilabel:`QR menu + Ordering` to give customers access to your menu or product catalog by scanning a QR code on their personal device. The latter also allows them to place an order and make a payment." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:0 +#: ../../content/applications/sales/point_of_sale/self_order.rst:0 +msgid "QR menu and kiosk setting activation" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:31 +msgid "Click :icon:`fa-arrow-right` :guilabel:`Print QR Codes` to download a .pdf document with the generated QR codes." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:33 +msgid "Click :icon:`fa-arrow-right` :guilabel:`Download QR Codes` to download a compressed file with the generated QR codes." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:37 +msgid "In **restaurants**, printing or downloading QR codes generates as many QR codes as the number of available tables. In **shops**, it generates only one generic QR code." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:41 +msgid "To customize QR codes," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:43 +msgid "Scan the relevant QR code to acquire its URL." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:44 +msgid "Use a QR code generator (e.g., `QR code monkey `_ or `QR code generator `_) to create a custom QR code." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:47 +#: ../../content/applications/sales/point_of_sale/self_order.rst:188 +msgid "Kiosk" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:49 +msgid "When :guilabel:`Kiosk` is selected, customers can access the menu or product catalog, place orders, and pay from a self-ordering kiosk." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:55 +msgid "Once a self-ordering type is selected, the :ref:`additional settings ` update to fit the selected type's needs." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:61 +msgid "Additional settings" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:65 +msgid "Home buttons" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:67 +msgid "The :guilabel:`Home buttons` are displayed on the kiosk or mobile device interfaces when customers are self-ordering. To set them up, click :icon:`fa-arrow-right` :guilabel:`Home buttons`. Then," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:71 +msgid "Click :guilabel:`New` to add a new button." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:72 +msgid "Set the :guilabel:`Label`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:73 +msgid "Enter a :guilabel:`URL` preceded by `https://` to redirect customers to a specific URL when clicking the button. For instance, you might want to redirect them to a campaign video for a new product or to a contest page." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:76 +msgid "In the same :guilabel:`URL` column, enter `/products` to create a button that redirects customers to the product catalog." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:78 +msgid "Select the :guilabel:`Points of Sale` to ensure this button only appears on the selected POS' self-ordering interface." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:80 +msgid "Select a predefined :guilabel:`Style` from the dropdown menu." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:83 +msgid "Leaving the :guilabel:`Points of Sale` field empty shares the button with all POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:84 +msgid "The :guilabel:`Preview` column automatically updates, giving you a glimpse of the button's appearance based on its configuration." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:87 +msgid "Service location and payment options" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:89 +msgid "Set where the service occurs by selecting :guilabel:`Table` or :guilabel:`Pickup zone` under the :guilabel:`Service` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:91 +msgid "Define when and how customers pay in the :guilabel:`Pay after` field. Customers can pay after :guilabel:`Each meal` or for :guilabel:`Each order`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:93 +msgid "The service location and payment options available depend on the type of self-ordering service and POS:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:96 +msgid "**QR menu + Ordering**:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:98 +msgid "**Restaurants**: Customers can be served at their table or the pickup zone." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:100 +msgid "When served at their table, they can pay after each meal or each order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:101 +msgid "When served at the pickup zone, they can only pay after each order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:102 +msgid "**Shops**: Customers can only be served at the pickup zone and pay after each order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:103 +msgid "Regardless of the type of POS, customers can pay :doc:`online ` or using any configured :doc:`payment method `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:107 +msgid "**Kiosk**:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:109 +msgid "Regardless of the type of POS, customers can either be served at their table or in the pickup zone, but they must pay after each order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:111 +msgid "The kiosk self-ordering only works with :doc:`Adyen ` and :doc:`Stripe ` terminals." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:113 +msgid "The :guilabel:`Online Payment` feature is not supported." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:116 +msgid ":doc:`../../finance/payment_providers`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:117 +msgid ":doc:`payment_methods`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:119 +msgid "Language" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:121 +msgid "This option allows you to enable multiple languages for the self-ordering interface. The suggested languages are those already installed in Odoo. To expand the selection, add more languages:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:125 +msgid "Click :icon:`fa-arrow-right` :guilabel:`Add Languages`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:126 +msgid "Add as many languages as needed to the :guilabel:`Languages` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:128 +msgid "Add those languages to the :guilabel:`Available` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:131 +msgid ":doc:`../../general/users/language`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:133 +msgid "Splash screens" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:135 +msgid "Splash screens are introductory screens displayed when the self-ordering interface or kiosk is launched. They typically contain branding, welcome messages, or usage instructions." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:138 +msgid "To add a splash screen image, click :icon:`fa-paperclip` :guilabel:`Add images`, select and open an image." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:140 +msgid "To remove a splash screen image, hover over the image and click :icon:`fa-times` (:guilabel:`Delete`)." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:144 +msgid "You can add multiple splash screen images at once." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:146 +msgid "Eat in/ Take out" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:148 +msgid "Activate this setting to :doc:`adjust the tax rate ` based on whether customers dine in or take their order to go. Then," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:151 +msgid "Fill in the field with an existing :guilabel:`Alternative Fiscal Position`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:152 +msgid "Create and set up a new fiscal position by filling in the field and clicking :guilabel:`Create & Edit`; or" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:154 +msgid "Create and set up a new fiscal position by clicking :icon:`fa-arrow-right` :guilabel:`Fiscal Positions`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:158 +msgid ":doc:`pricing/fiscal_position`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:161 +msgid "Preview" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:163 +msgid "Review the interface before making the self-ordering feature available to customers to ensure all settings are applied correctly. Click :icon:`fa-arrow-right` :guilabel:`Preview Web interface` under the :guilabel:`Self Ordering` field to ensure all :ref:`additional settings ` are correctly applied." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:169 +msgid "Usage guidelines" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:175 +msgid "On the POS user's end, access the self-ordering interface by" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:177 +msgid "Scanning a downloaded or printed QR code; or" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:178 +msgid "Clicking the :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) icon on the POS card, then :guilabel:`Mobile Menu`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:181 +#: ../../content/applications/sales/point_of_sale/self_order.rst:204 +msgid "On the customers' end," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:183 +msgid "Access the self-ordering interface by scanning a downloaded or printed QR code." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:184 +msgid "Click the :ref:`home button ` to reach the menu or catalog." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:185 +#: ../../content/applications/sales/point_of_sale/self_order.rst:208 +msgid "Select the items and click :guilabel:`Order` to place an order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:186 +#: ../../content/applications/sales/point_of_sale/self_order.rst:209 +msgid "Follow the instructions on-screen to assign a table and pay for the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:190 +msgid "On the POS user's end," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:192 +msgid "Click :guilabel:`Start Kiosk`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:193 +msgid "Open the provided URL on the self-ordering kiosk(s)." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:195 +msgid "Copy and paste it; or" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:196 +msgid "Click :guilabel:`Open in New Tab`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:199 +msgid "Once a session is open, :guilabel:`Start Kiosk` switches to :guilabel:`Open Kiosk` on the POS card." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:201 +msgid "Click :guilabel:`Open Kiosk` on the POS card to reopen the popup window and access the self-ordering interface." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:206 +msgid "Click the :ref:`home button ` from a self-ordering kiosk to reach the menu or product catalog." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:0 +msgid "kiosk end-screen for customers" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:216 +msgid "A POS session must be open for customers to place an order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/self_order.rst:217 +msgid "Once an order is placed, it is automatically sent to :doc:`the preparation screen ` and added to the list of POS orders." +msgstr "" + #: ../../content/applications/sales/point_of_sale/shop.rst:5 msgid "Shop features" msgstr "" @@ -10806,7 +11146,7 @@ msgid "Once the desired down payment option is selected in the :guilabel:`Create msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:49 -msgid "Then, select the appropriate income account for the invoice in the :guilabel:`Income Account` field. Next, select a tax amount, if necessary, in the :guilabel:`Customer Taxes` drop-down field." +msgid "Then, select the appropriate income account for the down payment (only the first time a down payment is created) in the :guilabel:`Income Account` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 @@ -10858,7 +11198,7 @@ msgid "Cabinet with doors product form showcasing various details and fields." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:99 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:335 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:321 #: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 @@ -10887,24 +11227,23 @@ msgid "Next, on the :guilabel:`Create invoices` pop-up window that appears, sele msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:118 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:264 -msgid "The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are *not* required fields, and they will *not* appear if they've already been preconfigured in previous down payment requests." +msgid "The :guilabel:`Income Account` field is *not* a required field, and it does *not* appear if it has already been preconfigured in previous down payment requests." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:122 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:268 -msgid "For more information, check out the documentation on :ref:`customer taxes modification on down payments ` and :ref:`income account modification on down payments `." +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:121 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:266 +msgid "For more information, check out the documentation on :ref:`income account modification on down payments `." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:126 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:124 msgid "Lastly, click :guilabel:`Create Draft Invoice` to create and view the invoice draft." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:128 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:126 msgid "Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:131 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:129 msgid "From there, the invoice can be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the invoice changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of buttons at the top of the page." msgstr "" @@ -10912,7 +11251,7 @@ msgstr "" msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:139 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:137 msgid "From those buttons, the payment can be registered by clicking :guilabel:`Register Payment`." msgstr "" @@ -10920,7 +11259,7 @@ msgstr "" msgid "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:145 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:143 msgid "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the necessary information. Confirm the information provided is correct, and make any necessary adjustments. When ready, click the :guilabel:`Create Payment` button." msgstr "" @@ -10928,8 +11267,8 @@ msgstr "" msgid "Showcase of the Register Payment pop-up window with create payment button." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:153 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:291 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:151 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:289 msgid "After clicking :guilabel:`Create Payment`, Odoo reveals the customer invoice, now with a green :guilabel:`In Payment` banner in the upper-right corner." msgstr "" @@ -10938,11 +11277,11 @@ msgstr "" msgid "Customer Invoice with a green In Payment banner located in the upper-right corner." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:160 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:158 msgid "Now, when the customer wants to pay the remaining amount of the order, another invoice must be created. To do that, return to the sales order, via the breadcrumb links." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:163 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:161 msgid "Back on the sales order, a new :guilabel:`Down Payments` section is present in the :guilabel:`Order Lines` tab, along with the down payment that was just invoiced and posted." msgstr "" @@ -10950,11 +11289,11 @@ msgstr "" msgid "The down payments section in the order lines tab of a sales order." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:170 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:168 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:172 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:170 msgid "On the :guilabel:`Create invoices` pop-up window that appears, there are two new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`." msgstr "" @@ -10962,23 +11301,23 @@ msgstr "" msgid "The deduct down payment option on the create invoices pop up in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:179 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:177 msgid "If the remaining amount is ready to be paid, select the :guilabel:`Regular Invoice` option. Odoo will create an invoice for the exact amount needed to complete the total payment, as indicated in the :guilabel:`Amount to invoice` field." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:183 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:181 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:185 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:183 msgid "Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing *all* the invoices for that specific sales order in the :guilabel:`Invoice Lines` tab. Each invoice line item displays all the necessary information related to each invoice." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:189 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:187 msgid "To complete the flow, click :guilabel:`Confirm`, which changes the status of the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click :guilabel:`Register Payment`." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:192 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:190 msgid "Once again, the :guilabel:`Register Payment` appears, with all fields auto-populated with the necessary information, including the remaining amount left to be paid on the order." msgstr "" @@ -10986,7 +11325,7 @@ msgstr "" msgid "The second register payment pop-up form in Odoo sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:199 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:197 msgid "After confirming that information, click :guilabel:`Create Payment`. Doing so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In Payment` banner in the upper-right corner. Also, both down payments are present in the :guilabel:`Invoice Lines` tab." msgstr "" @@ -10994,131 +11333,126 @@ msgstr "" msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:207 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:205 msgid "At this point, the flow is now complete." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:210 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:208 msgid "This flow is also possible with the :guilabel:`Fixed amount` down payment option." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:213 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:211 msgid "If a down payment is used with a product that has a :guilabel:`Delivered quantities` invoicing policy, and the cost of the product *exceeds* the 50% down payment (as in most cases), a regular invoice is created." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:217 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:215 msgid "However, for products that cost *less* than the 50% down payment, the down payments will **not** be able to be deducted when it comes time to invoice the customer." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:220 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:218 msgid "This is because the product(s) would have to be delivered *before* creating the final invoice due to Odoo not allowing negative totals for invoices." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:223 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:221 msgid "If nothing has been delivered, a :guilabel:`Credit Note` is created, which cancels the draft invoice that was created after the down payment." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:226 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:224 msgid "To utilize the :guilabel:`Credit Note` option, the *Inventory* application must be installed, in order to confirm the delivery. Otherwise, the delivered quantity can be entered manually directly on the sales order." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:233 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:231 msgid "Example: request 100% down payment" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:235 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:233 msgid "The process of requesting a 100% down payment is similar to the process of setting up a :ref:`50% down payment `, but with fewer steps." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:239 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:237 msgid "A 100% down payment is **not** the same as a full payment of the sales order." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:241 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:239 msgid "A sales order paid through the regular invoice process will not allow any additional invoices to be generated, and **will not** display the *Create Invoice* button on the Sales Order." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:244 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:242 msgid "Following this example **will** cause the *Create Invoice* button to be displayed on the Sales Order. This is because Odoo expects another invoice to be created after the down payment to complete payment of the sales order." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:248 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:246 msgid "The *Solar Panel Installation* product is being used in this example." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:250 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:248 msgid "To configure a 100% down payment, begin by navigating to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the quote." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:253 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:251 msgid "Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the `Solar Panel Installation` product." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:256 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:254 msgid "Upon clicking the :guilabel:`Confirm` button, the quotation turns into a sales order. At that point, an invoice can now be created by clicking :guilabel:`Create Invoice` in the top-left corner." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:259 -msgid "On the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment (percentage)`, and type `100` in the :guilabel:`Down Payment Amount` field. Then, if desired, select an :guilabel:`Income Account` and :guilabel:`Customer Taxes` in their respective fields." +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:257 +msgid "On the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment (percentage)`, and type `100` in the :guilabel:`Down Payment Amount` field. Then, if desired, select an :guilabel:`Income Account`." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:262 +msgid "The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are *not* required fields, and they will *not* appear if they've already been preconfigured in previous down payment requests." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 msgid "The Down payment (percentage) option selected with 100% set as the Down Payment." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:276 -msgid "Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. This will also bring the draft invoice into view, which includes the :guilabel:`Down payment` as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab." +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:273 +msgid "Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. This will also bring the draft invoice into view, which includes the :guilabel:`Down payment` as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab. The taxes on the down payment invoices are broken down in proportion of the sales order lines taxes." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:280 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:278 msgid "The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the invoice changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of buttons at the top of the page." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:284 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:282 msgid "The payment can be registered by clicking the :guilabel:`Register Payment` button." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:286 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:284 msgid "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the necessary information. Confirm the information provided is correct and make any necessary adjustments. When ready, click the :guilabel:`Create Payment` button." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:298 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:296 msgid "The process is now complete, and the 100% down payment has been successfully applied." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:303 -msgid "Customer taxes modification on down payments" -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:305 -msgid "To adjust the income account and customer taxes attached to a down payment, navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> Products --> Products`), search for the `Down Payment` product in the search bar, and select it to reveal the product detail page." -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:309 -msgid "On the :guilabel:`Down Payment` product page, in the :guilabel:`General Information` tab, the customer taxes can be modified in the :guilabel:`Customer Taxes` field." -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 -msgid "How to modify the income account link to down payments." -msgstr "" - -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:319 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:301 msgid "Income account modification on down payments" msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:321 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:303 msgid "To change or adjust the income account attached to the :guilabel:`Down Payment` product page, the *Accounting* app **must** be installed." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:324 -msgid "With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes available on the product page. That tab will **not** be accessible without the *Accounting* app installed." +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:306 +msgid "Navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> Products --> Products`), search for the `Down Payment` product in the search bar, and select it to reveal the product detail page." msgstr "" -#: ../../content/applications/sales/sales/invoicing/down_payment.rst:327 +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:310 +msgid "With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes available on the product page." +msgstr "" + +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:313 msgid "In the :guilabel:`Accounting` tab, the income account can be changed in the :guilabel:`Income Account` field, located in the :guilabel:`Receivables` section." msgstr "" +#: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 +msgid "How to modify the income account link to down payments." +msgstr "" + #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "" @@ -13075,7 +13409,7 @@ msgid "After activating and saving the :guilabel:`Pricelists` feature, the :guil msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:430 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:432 msgid "Either option reveals the :guilabel:`Pricelists` page, in which pricelists can be created and/or modified at any time." msgstr "" @@ -13399,11 +13733,11 @@ msgstr "" msgid "Positive values for :guilabel:`Disc.%` will apply a *discount*, while negative values can be used to *increase* the price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:369 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:371 msgid "Discount button" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:371 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:373 msgid "In Odoo 17, with the :ref:`Discounts setting ` enabled, a :guilabel:`Discount` button appears at the bottom of sales orders." msgstr "" @@ -13411,23 +13745,23 @@ msgstr "" msgid "The discount button located at the bottom of a sales order form in the Odoo Sales app." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:378 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:380 msgid "When the :guilabel:`Discount` button on a sales order is clicked, a :guilabel:`Discount` pop-up window appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:381 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:383 msgid "On this pop-up window, configure the :guilabel:`Discount` percentage, and select one of the following discount options: :guilabel:`On All Order Lines`, :guilabel:`Global Discount`, or :guilabel:`Fixed Amount`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:387 msgid ":guilabel:`On All Order Lines`: When selected, Odoo provides the ability to add the specified discount percentage (configured in the :guilabel:`Discount` field of the pop-up window) on all existing order lines of the sales order." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:390 msgid ":guilabel:`Global Discount`: When selected, Odoo adds a discount product to the order, which has the cumulative value equivalent to the specified discount percentage (configured in the :guilabel:`Discount` field of the pop-up window). Any product added (or removed) *after* the discount is added does **not** affect the discount value on the order line." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:394 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:396 msgid "In this example, since the total of the order is $600, and there is a 30% global discount, that specific line is added to the sales order with a -180 value (which is 30% of $600)." msgstr "" @@ -13435,31 +13769,31 @@ msgstr "" msgid "The sales order with the applied global discount option in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:401 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:403 msgid ":guilabel:`Fixed Amount`: When selected, the percentage designation in the :guilabel:`Discount` field turns to a monetary value (e.g. dollars), wherein a specific amount must be entered. This configured value is added as a discount line on the sales order." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:408 msgid "It is more beneficial to add a :guilabel:`Fixed Amount` discount after **all** desired products have been added to a sales order. If there are changes made to the sales order *after* the discount is added, make sure to change the value on the :guilabel:`Discount` line, or remove the line and add the discount again." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:418 msgid "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature provides the option to set price change rules based on discounts and formulas. These changes can be relative to the product list/catalog price, the product's cost, or another pricelist." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:422 msgid "To use advanced pricing rules, with discounts and formulas, select the :guilabel:`Advanced price rules (discounts, formulas)` option, after enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page (:menuselection:`Sales app --> Configuration --> Settings`), and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:425 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:427 msgid "After activating and saving that :guilabel:`Pricelists` feature, the :guilabel:`Settings` page reloads and, from here, either select the :guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app --> Products --> Pricelists`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:435 msgid "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:436 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "On the pricelist form, under the :guilabel:`Price Rules` tab, click :guilabel:`Add a line` to add an advanced price rule. Doing so reveals a :guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule is configured." msgstr "" @@ -13467,35 +13801,35 @@ msgstr "" msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:445 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 msgid "Price computation" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:447 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:449 msgid "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:449 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:451 msgid ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:450 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:452 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:451 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:453 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:454 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:456 msgid "Each :guilabel:`Computation` option reveals its own computation-specific fields on the form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:456 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:458 msgid "If :guilabel:`Fixed Price` is selected, enter the desired price in the :guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, enter the desired discount percentage in the :guilabel:`Discount` field that appears." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:460 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:462 msgid "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" @@ -13503,15 +13837,15 @@ msgstr "" msgid "The various formula computation options present in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:466 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:468 msgid "To configure the :guilabel:`Formula` computation option, start by selecting an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the advanced price rule formula will be based on." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:470 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:472 msgid "Next, in the :guilabel:`Discount` field, determine how much of a discount should be applied. It should be noted that a mark-up can be applied by setting a negative discount in this field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:474 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:476 msgid "To formulate a 100% markup (or 2 times the cost of the product), with a $5 minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the :guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is often seen in retail situations." msgstr "" @@ -13519,27 +13853,27 @@ msgstr "" msgid "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:482 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:484 msgid "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or subtract) to the amount calculated with the discount. After that, enter a desired figure in the :guilabel:`Rounding Method` field. The rounding method sets the price so that it is a multiple of the value in the field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:487 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:489 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:490 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:492 msgid "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10` and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:493 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:495 msgid "Lastly, specify the minimum amount of margin over the base price in the :guilabel:`Margins` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:495 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:497 msgid "Once all formula-related configurations are complete, Odoo provides an example of the formula in a blue block to the right of the configurations." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:499 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:501 msgid "To apply 20% discounts, with prices rounded up to 9.99, set the :guilabel:`Based on` field to :guilabel:`Sales Price`, the :guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to `-0.01`, and the :guilabel:`Rounding Method` field to `10`." msgstr "" @@ -13547,55 +13881,55 @@ msgstr "" msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:508 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:510 msgid "Conditions" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:510 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:512 msgid "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the :guilabel:`Conditions` section." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:513 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:515 msgid "Here, start by selecting one of the options in the :guilabel:`Apply On` field:" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:515 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:517 msgid ":guilabel:`All Products`: the advanced pricelist rule will be applied to all products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:516 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:518 msgid ":guilabel:`Product Category`: the advanced pricelist rule will be applied to a specific category of products." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:518 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:520 msgid ":guilabel:`Product`: the advanced pricelist rule will be applied to a specific product." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:519 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:521 msgid ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to a specific product variant." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:522 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:524 msgid "If any of those options, apart from :guilabel:`All Products`, are selected, a new option-specific field appears, in which the specific :guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product Variant` must be chosen." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:526 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:528 msgid "Then, select a minimum quantity to be applied to the advanced pricelist rule in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for the pricelist item validation in the :guilabel:`Validity` field." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:530 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:532 msgid "Once all configurations are complete, either click :guilabel:`Save & Close` to save the advanced pricelist rule, or click :guilabel:`Save & New` to immediately create another advanced pricelist rule on a fresh form." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:535 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:537 msgid "If a price rule is set for a particular product, and another one for its product category, Odoo takes the rule of the product itself." msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:539 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:541 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" -#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:540 +#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:542 msgid ":doc:`/applications/websites/ecommerce/products/price_management`" msgstr "" @@ -17222,7 +17556,7 @@ msgid "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:57 -msgid ":guilabel:`Self Closable`: Check this box to enable the customer to terminate their subscription from the :doc:`customer portal `." +msgid ":guilabel:`Self Closable`: Check this box to enable the customer to terminate their subscription from the :doc:`customer portal `." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:60 diff --git a/locale/sources/studio.pot b/locale/sources/studio.pot index b2889a596..c53bc14cc 100644 --- a/locale/sources/studio.pot +++ b/locale/sources/studio.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-02-20 12:15+0000\n" +"POT-Creation-Date: 2025-03-27 10:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -1106,7 +1106,7 @@ msgid ":guilabel:`Help Tooltip`: To explain the purpose of a field, write a desc msgstr "" #: ../../content/applications/studio/fields.rst:486 -msgid ":guilabel:`Placeholder`: To provide an example of how a field should be completed, write it under :guilabel:`Placeholder`. It is displayed in light gray in lieu of the field's value." +msgid ":guilabel:`Placeholder`: To provide an example of how a field should be completed, write it under :guilabel:`Placeholder`. It appears in light gray as a placeholder until a value is entered." msgstr "" #: ../../content/applications/studio/fields.rst:488 diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index 60fc58406..99b6a97d3 100644 --- a/locale/sources/websites.pot +++ b/locale/sources/websites.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2025-02-20 12:15+0000\n" +"POT-Creation-Date: 2025-03-27 10:38+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -247,299 +247,473 @@ msgstr "" msgid "`Odoo Tutorials: eCommerce `_" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping.rst:5 -msgid "Checkout, payment, and shipping" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:3 +#: ../../content/applications/websites/ecommerce/cart.rst:3 msgid "Add to cart" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:5 +#: ../../content/applications/websites/ecommerce/cart.rst:5 msgid "The :guilabel:`Add to Cart` button can be customized in multiple ways. You can:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:7 +#: ../../content/applications/websites/ecommerce/cart.rst:7 msgid "Choose on which page customers go after clicking the 'Add to Cart' button;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:8 +#: ../../content/applications/websites/ecommerce/cart.rst:8 msgid "Hide the 'Add to Cart' button to prevent sales;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:9 +#: ../../content/applications/websites/ecommerce/cart.rst:9 msgid "Add a 'Buy Now' button to skip the cart step and lead customers straight to checkout;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:10 +#: ../../content/applications/websites/ecommerce/cart.rst:10 msgid "Create additional 'Add to Cart / Buy Now' buttons;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:11 +#: ../../content/applications/websites/ecommerce/cart.rst:11 msgid "Add an 'Order Again' button to the customer portal." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:14 +#: ../../content/applications/websites/ecommerce/cart.rst:14 +#: ../../content/applications/websites/ecommerce/payments.rst:11 msgid ":doc:`checkout`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:17 +#: ../../content/applications/websites/ecommerce/cart.rst:17 msgid "'Add to Cart' action customization" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:19 +#: ../../content/applications/websites/ecommerce/cart.rst:19 msgid "When customers click on the :guilabel:`Add to Cart` button, the product is added to their cart, and customers remain **by default** on the product's page. However, customers can either immediately be **redirected** to their cart, or given the choice on what to do through a **dialog box**." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:23 +#: ../../content/applications/websites/ecommerce/cart.rst:23 msgid "To change the default behavior, go to :menuselection:`Website --> Configuration --> Settings`. Under the :guilabel:`Shop - Checkout Process` section, look for :guilabel:`Add to Cart` and select one of the options." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:28 -msgid "If a product has :doc:`optional products <../products/cross_upselling>`, the **dialog box** will always appear." +#: ../../content/applications/websites/ecommerce/cart.rst:28 +msgid "If a product has :doc:`optional products `, the **dialog box** will always appear." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:32 -msgid ":doc:`../products/catalog`" +#: ../../content/applications/websites/ecommerce/cart.rst:32 +msgid ":doc:`products/catalog`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:37 +#: ../../content/applications/websites/ecommerce/cart.rst:37 msgid "Replace 'Add to Cart' button by 'Contact Us' button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:39 +#: ../../content/applications/websites/ecommerce/cart.rst:39 msgid "You can replace the 'Add to Cart' button with a 'Contact Us' button which redirects users to the URL of your choice." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:43 +#: ../../content/applications/websites/ecommerce/cart.rst:43 msgid "Hiding the :guilabel:`Add to Cart` button is often used by B2B eCommerces that need to restrict purchases only to :ref:`customers with an account `, but still want to display an online product catalog for those without." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:47 -msgid "To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Products` and tick :guilabel:`Prevent Sale of Zero Priced Product`. This creates a new :guilabel:`Button url` field where you can enter the **redirect URL** to be used. Then, set the price of the product to `0.00` either from the **product's template**, or from a :doc:`pricelist <../../../sales/sales/products_prices/prices/pricing>`." +#: ../../content/applications/websites/ecommerce/cart.rst:47 +msgid "To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Products` and tick :guilabel:`Prevent Sale of Zero Priced Product`. This creates a new :guilabel:`Button url` field where you can enter the **redirect URL** to be used. Then, set the price of the product to `0.00` either from the **product's template**, or from a :doc:`pricelist `." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:-1 +#: ../../content/applications/websites/ecommerce/cart.rst:-1 msgid "Contact us button on product page" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:58 +#: ../../content/applications/websites/ecommerce/cart.rst:58 msgid "The 'Contact Us' button and '*Not Available For Sale*' text can both be modified using the **website builder** on the product's page (:menuselection:`Edit --> Customize`) by clicking on them." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:63 -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:-1 +#: ../../content/applications/websites/ecommerce/cart.rst:63 +#: ../../content/applications/websites/ecommerce/cart.rst:-1 msgid "Customizable 'Add to Cart' button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:65 +#: ../../content/applications/websites/ecommerce/cart.rst:65 msgid "You can also create a customizable 'Add to Cart' button and link it to a specific product. The **customized button** can be added on any page of the website as an **inner content** building block, and is an *additional* button to the regular :guilabel:`Add to Cart` button." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:69 +#: ../../content/applications/websites/ecommerce/cart.rst:69 msgid "To add it, go on the :guilabel:`Shop` page of your choice, click :menuselection:`Edit --> Blocks` and place the building block. Once placed, you have the following options:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:72 +#: ../../content/applications/websites/ecommerce/cart.rst:72 msgid ":guilabel:`Product`: select the product to link the button with. Selecting a product renders the :guilabel:`Action` field available;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:74 +#: ../../content/applications/websites/ecommerce/cart.rst:74 msgid ":guilabel:`Action`: choose if the button should :guilabel:`Add to Cart` or :guilabel:`Buy Now` (instant checkout)." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:84 +#: ../../content/applications/websites/ecommerce/cart.rst:84 msgid "'Buy Now' button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:86 +#: ../../content/applications/websites/ecommerce/cart.rst:86 msgid "You can enable the 'Buy Now' button to instantly take the customer to **checkout** instead of adding the product to the cart. The :guilabel:`Buy Now` button is an *additional* button and does not replace the :guilabel:`Add to Cart` button. To enable it, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout Process` and tick :guilabel:`Buy Now`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:-1 +#: ../../content/applications/websites/ecommerce/cart.rst:-1 msgid "Buy Now button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:97 +#: ../../content/applications/websites/ecommerce/cart.rst:97 msgid "Re-order from portal" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:99 +#: ../../content/applications/websites/ecommerce/cart.rst:99 msgid "Customers have the possibility to **re-order** items from **previous sales orders** on the customer portal. To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout Process` and enable :guilabel:`Re-order From Portal`. Customers can find the :guilabel:`Order Again` button on their **sales order** from the **customer portal**." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:-1 +#: ../../content/applications/websites/ecommerce/cart.rst:-1 msgid "Re-order button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:3 +#: ../../content/applications/websites/ecommerce/checkout.rst:3 msgid "Checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:5 +#: ../../content/applications/websites/ecommerce/checkout.rst:5 msgid "You can customize the **checkout steps**, add more content using the **website builder**, and enable additional features such as **express checkout** and **sign in/up at checkout**." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:8 +#: ../../content/applications/websites/ecommerce/checkout.rst:8 msgid "You can use **building blocks** to add content at any step of the checkout process. To do so, from any **checkout page**, go to :menuselection:`Edit --> Blocks`, and drag and drop **building blocks** to the page." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:13 +#: ../../content/applications/websites/ecommerce/checkout.rst:13 msgid "Note that content added through building blocks is **specific** to each step." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:16 -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:-1 +#: ../../content/applications/websites/ecommerce/checkout.rst:16 +#: ../../content/applications/websites/ecommerce/checkout.rst:-1 msgid "Checkout steps" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:19 +#: ../../content/applications/websites/ecommerce/checkout.rst:19 msgid "Review order: promo code (and subtotal)" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:21 +#: ../../content/applications/websites/ecommerce/checkout.rst:21 msgid "If you have enabled :guilabel:`Discounts, Loyalty, & Gift Card` in the settings (:menuselection:`Website --> Configuration --> Settings --> Shop - Products`), you can enable the :guilabel:`Promo Code` field (:menuselection:`Edit --> Customize`) from any checkout page. Customers can then redeem gift cards and promotional codes at the :guilabel:`Review Order` step." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:26 +#: ../../content/applications/websites/ecommerce/checkout.rst:26 msgid "Furthermore, you can display the subtotal with discounts applied by enabling :guilabel:`Show Discount in Subtotal`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:-1 +#: ../../content/applications/websites/ecommerce/checkout.rst:-1 msgid "Subtotal discount" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:34 +#: ../../content/applications/websites/ecommerce/checkout.rst:34 msgid "Address: B2B fields" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:36 +#: ../../content/applications/websites/ecommerce/checkout.rst:36 msgid "Optional :guilabel:`TIN/VAT` and :guilabel:`Company Name` fields can be added to the :guilabel:`Billing Address` form for B2B customers, at the :guilabel:`Address` step. To add the fields, go to :menuselection:`Edit --> Customize` from any checkout page, and enable :guilabel:`Show B2B fields`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:42 +#: ../../content/applications/websites/ecommerce/checkout.rst:42 msgid "Request extra info (additional step)" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:44 +#: ../../content/applications/websites/ecommerce/checkout.rst:44 msgid "You can request :guilabel:`Extra Info` from the customer by adding an :guilabel:`Extra Info` step between the :guilabel:`Address` and :guilabel:`Confirm Order` steps. To do so, go to :menuselection:`Edit --> Customize` from any checkout page, and enable :guilabel:`Extra Step Option`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:53 +#: ../../content/applications/websites/ecommerce/checkout.rst:53 msgid "The :guilabel:`Extra Info` step is an online form linked to the quotation or sales order of the customer. The information added during that step can be found on the quotation or sales order of the customer from the back end, in the **Sales** app." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:57 +#: ../../content/applications/websites/ecommerce/checkout.rst:57 msgid "When enabled, you can remove, add, and modify fields of the form by clicking on :guilabel:`Edit` in the top-right corner, and then clicking on any of the form's fields. All customization options, as well as the :guilabel:`+ Field` button to add new fields, are available at the bottom of the :guilabel:`Customize` menu under the :guilabel:`Field` section." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:-1 +#: ../../content/applications/websites/ecommerce/checkout.rst:-1 msgid "Online form customization" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:67 +#: ../../content/applications/websites/ecommerce/checkout.rst:67 msgid "Confirm order: terms and conditions" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:69 +#: ../../content/applications/websites/ecommerce/checkout.rst:69 msgid "You can ask customers to agree to the :guilabel:`Terms & Conditions` in order to confirm their order by enabling :guilabel:`Accept Terms & Conditions` under :menuselection:`Edit --> Customize` on any checkout page." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:-1 +#: ../../content/applications/websites/ecommerce/checkout.rst:-1 msgid "Terms and conditions" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:78 +#: ../../content/applications/websites/ecommerce/checkout.rst:78 msgid "Express checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:80 +#: ../../content/applications/websites/ecommerce/checkout.rst:80 msgid "You can enable a :guilabel:`Buy Now` button on products' pages which instantly takes the customer to the :guilabel:`Confirm Order` checkout page, instead of adding the product to the cart. To do so, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout Process section` and tick :guilabel:`Buy Now`. Alternatively, the :guilabel:`Buy Now` button can also be enabled from any product's page by going :menuselection:`Edit --> Customize`, in the :guilabel:`Cart` section." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:86 +#: ../../content/applications/websites/ecommerce/checkout.rst:86 msgid "The button can be found next to the :guilabel:`Add to Cart` button on the product's page." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:-1 +#: ../../content/applications/websites/ecommerce/checkout.rst:-1 msgid "Buy now (express checkout) button" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:95 +#: ../../content/applications/websites/ecommerce/checkout.rst:95 msgid "Guest and signed-in checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:97 +#: ../../content/applications/websites/ecommerce/checkout.rst:97 msgid "It is possible to introduce a **checkout policy** under which customers can either checkout as **guests** or **signed-in users only**. Customers can also checkout as guest, and **optionally sign up later** in order to track their order, if enabled." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:101 +#: ../../content/applications/websites/ecommerce/checkout.rst:101 msgid "To select a policy, go to :menuselection:`Website --> Configuration --> Settings --> Shop - Checkout Process`. You can choose between:" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:104 +#: ../../content/applications/websites/ecommerce/checkout.rst:104 msgid ":guilabel:`Optional`: allows guests to checkout and later register from the **order confirmation** email to track their order;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:106 +#: ../../content/applications/websites/ecommerce/checkout.rst:106 msgid ":guilabel:`Disabled (buy as guest)`: customers can only checkout as guests;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:107 +#: ../../content/applications/websites/ecommerce/checkout.rst:107 msgid ":guilabel:`Mandatory (no guest checkout)`: customers can only checkout if they have signed-in." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:110 -msgid ":doc:`../ecommerce_management/customer_accounts`" +#: ../../content/applications/websites/ecommerce/checkout.rst:110 +msgid ":doc:`customer_accounts`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:111 -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:24 +#: ../../content/applications/websites/ecommerce/checkout.rst:111 +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:24 msgid ":doc:`/applications/general/users/portal`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:114 +#: ../../content/applications/websites/ecommerce/checkout.rst:114 msgid "B2B access restriction" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:116 +#: ../../content/applications/websites/ecommerce/checkout.rst:116 msgid "If you wish to restrict checkout only to **selected B2B customers**, enable :guilabel:`Mandatory (no guest checkout)` and go to :menuselection:`Website --> eCommerce --> Customers`. Select the customer you wish to **grant access to**, click :menuselection:`Action --> Grant portal access`, and click :guilabel:`Grant Access`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:122 +#: ../../content/applications/websites/ecommerce/checkout.rst:122 msgid "Settings are **website-specific**, which means you can set up a B2C website allowing **guest** checkout, and another for B2B customers with **mandatory sign-in**." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:126 +#: ../../content/applications/websites/ecommerce/checkout.rst:126 msgid "Users can only have one portal access per **email**. They *cannot* be granted access to two different portals with the same **email address**." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:130 +#: ../../content/applications/websites/ecommerce/checkout.rst:130 msgid "Shared customer accounts" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/checkout.rst:132 +#: ../../content/applications/websites/ecommerce/checkout.rst:132 msgid "If you enable :guilabel:`Shared Customer Accounts` under :menuselection:`Website --> Configuration --> Settings --> Privacy section`, you can allow or disallow access to *all* websites for one same account." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:3 +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:3 +#: ../../content/applications/websites/website/configuration/multi_website.rst:124 +msgid "Customer accounts" +msgstr "" + +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:5 +msgid "Having customer accounts on an eCommerce allows customers to access all their documents from a single place. To access their account, customers must be **logged-in** on the eCommerce website, click on their **username** in the top-right corner of the screen, and click :guilabel:`My Account`. From there, customers can access their :guilabel:`quotations`, :guilabel:`orders`, :guilabel:`invoices`, etc." +msgstr "" + +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:-1 +msgid "Customer account log-in" +msgstr "" + +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:16 +msgid "Customers can only have an account if the :ref:`sign in/up at checkout ` option allows for accounts creation." +msgstr "" + +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:20 +msgid "Similarly to the rest of the website, the customer account page can be customized with **content blocks** and other features through the **website builder**." +msgstr "" + +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:27 +msgid "Access restriction" +msgstr "" + +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:29 +msgid "It is possible to allow or restrict the documents to which customers have access through the website builder. Log in your **own** account with your Odoo database credentials, and go to :menuselection:`Edit --> Customize`. From the website builder menu, enable or disable the documents customers can have access to." +msgstr "" + +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:-1 +msgid "Documents to which customers have access to from their account" +msgstr "" + +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:39 +msgid "Multi-website account" +msgstr "" + +#: ../../content/applications/websites/ecommerce/customer_accounts.rst:41 +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/order_handling.rst:3 +msgid "Order handling" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:5 +msgid "When a customer orders on your eCommerce, there are **three** record types required to be handle in Odoo:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:8 +msgid ":ref:`Sales orders `;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:9 +msgid ":ref:`Delivery orders `;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:10 +msgid ":ref:`Invoices & legal requirements `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:15 +msgid "Sales orders" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:18 +msgid "Order and payment status" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:20 +msgid "The first step when a customer adds a product to his cart is the creation of a quotation. Orders can be managed either from the **Website** or :doc:`Sales ` app. eCommerce orders can automatically be assigned to a specific sales team by going to :menuselection:`Website --> Configuration --> Settings`. In the **Shop - Checkout Process** section, select a :guilabel:`Sales Team` or :guilabel:`Salesperson` to handle eCommerce orders." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:-1 +msgid "Assignment of online orders to a sales team or salesperson" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:30 +msgid "Orders can be found under :menuselection:`Website --> eCommerce --> Orders/Unpaid Orders`. Each order goes through a different status:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:33 +msgid "**Quotation**: a new product is added to the cart, but the customer has *not* gone through the checkout process yet;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:35 +msgid "**Quotation sent**: the customer has gone through the checkout process and confirmed the order, but the payment is not yet confirmed;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:37 +msgid "**Order**: the customer has gone through the checkout process, confirmed the order, and the payment is received." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:-1 +msgid "Statuses of eCommerce orders" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:45 +msgid "Abandoned cart" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:47 +msgid "An **abandoned cart** represents an order for which the customer did **not finish** the checkout confirmation process. For these orders, it is possible to send an **email reminder** to the customer automatically. To enable that feature, go to :menuselection:`Website --> Configuration --> Settings` and in the :guilabel:`Email & Marketing` section, enable :guilabel:`Automatically send abandoned checkout emails`. Once enabled, you can set the **time-lapse** after which the email is sent and customize the **email template** used." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:55 +msgid "For abandoned cart emails, the customer must either have entered their contact details during the checkout process; or be logged-in when they added the product to their cart." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:61 +msgid "Delivery orders" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:64 +msgid "Delivery flow" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:66 +msgid "Once a quotation has been confirmed, a delivery order is automatically created. The next step is to process this delivery." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:69 +msgid "Packing eCommerce orders usually requires picking the product, preparing the packaging, printing the shipping label(s) and shipping to the customer. Depending on the number of orders, strategy, or resources, those steps can be considered as one or multiple actions in Odoo." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:73 +msgid "An automatic email can be sent to the customer when the transfer status in Odoo is “done”. To do so, enable the feature in the settings of the :doc:`Inventory ` app." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:78 +msgid "If customers are allowed to pay when picking up their order in stores or by wire transfer, the quotation is **not** be confirmed and the stock is **not** be reserved. Orders must be confirmed manually to reserve products in stock." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:83 +msgid ":doc:`../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:84 +msgid ":doc:`../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:85 +msgid ":doc:`../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:88 +msgid "Returns and refunds" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:90 +msgid "Customers can only return an order through an online form. It may not be possible to return products depending on the return strategy or type of product." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:93 +msgid "Full refunds can be directly sent to customers from within the order interface. A refund-compatible payment provider needs to be enabled first." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:97 +msgid ":doc:`/applications/sales/sales/products_prices/returns`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:98 +msgid ":doc:`/applications/services/helpdesk/advanced/after_sales`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:99 +msgid ":doc:`/applications/finance/payment_providers`" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:104 +msgid "Invoice and legal requirements" +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:106 +msgid "The final step of an ecommerce order is to generate the invoice and send it to the customer. Depending on the type of business (B2B or B2C), an invoice can either be generated automatically (B2B) or on demand of the customer (B2C). This process can be automated if (and when) the online payment is :ref:`confirmed `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/order_handling.rst:111 +msgid "To automate invoicing, go to :menuselection:`Website --> Configuration --> Settings` and in the :guilabel:`Invoicing` section, enable :guilabel:`Automatic Invoice`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/payments.rst:3 msgid "Payment providers" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:5 +#: ../../content/applications/websites/ecommerce/payments.rst:5 msgid "Odoo supports a multitude of online :doc:`payment providers ` for your website, allowing your customers to pay with their preferred payment methods." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:10 -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:54 +#: ../../content/applications/websites/ecommerce/payments.rst:10 +#: ../../content/applications/websites/ecommerce/payments.rst:54 msgid ":doc:`/applications/sales/sales/products_prices/ewallets_giftcards`" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:11 -msgid ":doc:`../checkout_payment_shipping/checkout`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:14 +#: ../../content/applications/websites/ecommerce/payments.rst:14 #: ../../content/applications/websites/ecommerce/products/price_management.rst:96 #: ../../content/applications/websites/website/configuration.rst:5 #: ../../content/applications/websites/website/configuration/cookies_bar.rst:15 @@ -547,528 +721,139 @@ msgstr "" msgid "Configuration" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:16 +#: ../../content/applications/websites/ecommerce/payments.rst:16 msgid "To set up payment providers on the eCommerce app, go to :menuselection:`Website --> Configuration --> Payment Providers`. From here, :guilabel:`Activate` the payment providers you wish to have available on your shop, and configure them according to your needs." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:20 +#: ../../content/applications/websites/ecommerce/payments.rst:20 msgid "Alternatively, you can access **payment providers** via :menuselection:`Website --> Configuration --> Settings`. In the :guilabel:`Shop - Payment` section, you can :guilabel:`Configure SEPA Direct Debit` if you wish to use it, as well as :guilabel:`View other providers`. If you use the :guilabel:`Authorize.net` payment provider, the :ref:`Payment Capture Method ` can be configured in that same menu." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:26 +#: ../../content/applications/websites/ecommerce/payments.rst:26 msgid "If you are using :doc:`/applications/finance/payment_providers/paypal`, you can also enable and configure it here." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:30 +#: ../../content/applications/websites/ecommerce/payments.rst:30 msgid "Checkout payment options" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:32 +#: ../../content/applications/websites/ecommerce/payments.rst:32 msgid "Once activated, customers can choose the payment provider of their choice during the **checkout process**, at the :guilabel:`Confirm Order` step." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:-1 +#: ../../content/applications/websites/ecommerce/payments.rst:-1 msgid "Payment provider selection at checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:40 +#: ../../content/applications/websites/ecommerce/payments.rst:40 msgid "eWallets and gift cards" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:42 +#: ../../content/applications/websites/ecommerce/payments.rst:42 msgid "When checking out, customers can pay with an eWallet or gift cards. To enable these, go to :menuselection:`Website --> Configuration --> Settings`, and in the :guilabel:`Shop-Products` section, enable :menuselection:`Discounts, Loyalty & Gift Card`." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:46 +#: ../../content/applications/websites/ecommerce/payments.rst:46 msgid "Once enabled, customers can enter their gift card **code** or pay with their eWallet at the checkout step." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/payments.rst:-1 +#: ../../content/applications/websites/ecommerce/payments.rst:-1 msgid "Enter gift card code to process checkout" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:3 -msgid "Shipping" +#: ../../content/applications/websites/ecommerce/performance.rst:3 +msgid "Performance management" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:5 -msgid "Odoo eCommerce allows you to configure various shipping methods, enabling customers to choose their preferred option at checkout. These methods include :ref:`external providers `, :ref:`custom options ` such as flat-rate or free shipping, local carriers via :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>` or :ref:`Based on Rules `, and :ref:`in-store pickup `." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:16 -msgid "External provider integration" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:18 -msgid "To handle product delivery, you can connect your database to :doc:`third-party shipping carriers <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>` like :doc:`FedEx <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/fedex>`, :doc:`UPS <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/ups_credentials>`, or :doc:`DHL <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dhl_credentials>`. A shipping connector links to these providers, automating :doc:`tracking labels <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels>` and shipping processes." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:27 -msgid "To enable a third-party shipping provider, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section, select the desired shipping provider(s), and :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:31 -msgid "Go to :menuselection:`Website --> Configuration --> Shipping Methods` and select the shipping method in the list to :ref:`configure it `." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 -msgid ":doc:`Third-party shipping carriers <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper>`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:39 -msgid "The field used to define additional fees **must** be filled **in your third-party shipping provider account**, even if you do not plan to charge customers any additional fee. If you do not want to apply a fee, enter `0`. If the field is left empty, the delivery price cannot be calculated, and an error message prompts the customer to select an alternative shipping method." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:45 -msgid "Margin on delivery rate" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:47 -msgid "To add an additional fee to the base shipping rate (e.g., to cover extra costs), log into your carrier account and set the desired fee in the related field. The shipping connector retrieves this fee and includes it in the final price at checkout. Contact your carrier for further assistance with this configuration." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:52 -msgid "Alternatively, enter `0` in your third-party shipping provider account, then set the fee in Odoo. To do so, access the desired :ref:`shipping method's form ` and enter the fee in the :guilabel:`Margin on Rate` field to add a percentage to the shipping costs and/or the :guilabel:`Additional margin` field to add a fixed amount." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:59 -msgid "The field used to define additional fees cannot be left empty in your third-party shipping provider account." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 -msgid "Custom shipping method" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 -msgid "Custom shipping methods must be created, for example:" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:69 -msgid "to integrate shipping carriers through :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:71 -msgid "to configure specific rules (e.g., to offer free shipping for orders above a specific amount) for a specific provider;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:73 -msgid "to configure :ref:`Fixed Price ` shipping or shipping :ref:`Based on Rules `." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:76 -msgid "To create a custom shipping method, go to :menuselection:`Website --> Configuration --> Shipping Methods`, click :guilabel:`New` and fill in the :ref:`fields `." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:80 -msgid "In the :guilabel:`Provider` field, select :ref:`Based on Rules `, :ref:`Fixed Price `, or :ref:`Pickup in store ` if the shiping method does not involve any specific provider." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:85 -msgid "Upon :ref:`configuring ` a shipping method, you can:" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:88 -msgid "restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by selecting it in :guilabel:`Website` field;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:90 -msgid "use the :guilabel:`Destination availability` tab to filter the delivery carriers displayed based on the customer's area;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:92 -msgid "click the :guilabel:`Test Environment` smart button to switch to the :guilabel:`Production Environment`, then click :guilabel:`Unpublished` to :guilabel:`Publish` the shipping method and make it available to website visitors." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:99 -msgid "In-store pickup" -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:101 -msgid "To allow customers to reserve products online and pay for/collect them in person at the store, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section, enable :guilabel:`On Site Payments & Picking`, and :guilabel:`Save`." -msgstr "" - -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:105 -msgid "Then, click :guilabel:`Customize Pickup Sites`, select the shipping method or click :guilabel:`New` to create a new one and :ref:`configure ` the fields. Make sure the :guilabel:`Provider` field is set to :guilabel:`Pickup in store`." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management.rst:5 -msgid "eCommerce management" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:3 -#: ../../content/applications/websites/website/configuration/multi_website.rst:124 -msgid "Customer accounts" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:5 -msgid "Having customer accounts on an eCommerce allows customers to access all their documents from a single place. To access their account, customers must be **logged-in** on the eCommerce website, click on their **username** in the top-right corner of the screen, and click :guilabel:`My Account`. From there, customers can access their :guilabel:`quotations`, :guilabel:`orders`, :guilabel:`invoices`, etc." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:-1 -msgid "Customer account log-in" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:16 -msgid "Customers can only have an account if the :ref:`sign in/up at checkout ` option allows for accounts creation." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:20 -msgid "Similarly to the rest of the website, the customer account page can be customized with **content blocks** and other features through the **website builder**." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:27 -msgid "Access restriction" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:29 -msgid "It is possible to allow or restrict the documents to which customers have access through the website builder. Log in your **own** account with your Odoo database credentials, and go to :menuselection:`Edit --> Customize`. From the website builder menu, enable or disable the documents customers can have access to." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:-1 -msgid "Documents to which customers have access to from their account" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:39 -msgid "Multi-website account" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_accounts.rst:41 -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/ecommerce_management/customer_interaction.rst:3 -msgid "Customer interaction" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:5 -msgid "Odoo offers many ways to interact with customers and for customers to interact with your website." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:10 -msgid "Product reviews" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:12 -msgid "Customers can give a rating to your products. This is a great way to promote your products or services since reviews can influence purchase processes. To activate the **rating** feature, from your **shop page**, select a product, go to :menuselection:`Edit --> Customize` and enable :guilabel:`Rating`." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:-1 -msgid "Rating of a product on the product page" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:22 -msgid "Only portal users which purchased the product or service can leave ratings." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:25 -msgid "Customer reviews can be hidden by clicking the :guilabel:`Visible` button next to a published review." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:29 -msgid "Live chat" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:31 -msgid "A chatbot is available and can simulate a human-like conversation with website visitors via text messages in a chat box." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:35 -msgid ":doc:`../../livechat`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:36 -msgid ":doc:`../../livechat/ratings`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:37 -msgid ":doc:`../../livechat/responses`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:42 -msgid "Contact forms" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:45 -msgid "Helpdesk" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:47 -msgid "Customers may need support after purchasing a product or subscribing to a service. It is possible to create a **contact form**, which, when fulfilled, automatically creates a new ticket for your **support team**." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:-1 -msgid "Contact form to submit a ticket to the support team" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:55 -msgid "To add a contact form, **create** a new page (:menuselection:`+ New --> Page`) if necessary, and drag and drop a :guilabel:`Form` block from the :guilabel:`Dynamic Content` section onto the page. Once placed, click on the form (while in :guilabel:`Edit` mode), and in the :guilabel:`Action` field, select :guilabel:`Create a Ticket`. You can then select to which :guilabel:`Helpdesk team` the ticket should be assigned." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:-1 -msgid "Action field to create a task upon submitting a form" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:66 -msgid "Contact us" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:68 -msgid "A 'Contact Us' page makes it easier for customers and prospects to contact your company and get in touch." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:71 -msgid "To have a 'Contact Us' page, create a new page (:menuselection:`+ New --> Page`) if necessary, and click on :menuselection:`Edit --> Customize`. Then, drag and drop a :guilabel:`Form` block onto the page. Select the form and define the action to be performed when submitted in the :guilabel:`Action` field." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:76 -msgid "When clicking on a field, or when adding a new field (:guilabel:`+ Field`), you can select its :guilabel:`Type`. This enables different options, such as :guilabel:`Multiple Checkboxes`, which customers can use to indicate the services they are interested in, for example." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:-1 -msgid "Tags to be selected on the 'Contact Us' form" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:-1 -msgid "'Checkboxes' configuration settings" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:89 -msgid "Newsletter" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:91 -msgid "Customers can get updates on your eCommerce activities by subscribing to a newsletter. Visitors subscribing to the newsletter are automatically added to the mailing list of the **Email Marketing** application. You can either choose a newsletter **block**, a newsletter **popup**, or both." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:95 -msgid "**Popup**: prompts up a newsletter box when visitors scroll down the page;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:96 -msgid "**Block**: displays a field on the page where customers can sign up by entering their email." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:98 -msgid "The newsletter **block** can be configured according to different :guilabel:`Templates`. To do so, click the **block** while in :menuselection:`Edit --> Customize`, and select a :guilabel:`Template` in the :guilabel:`Newsletter Block` section. There are **three** templates available:" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:102 -msgid ":guilabel:`Email Subscription`: visitors can sign up by email to the newsletter, without any choice to the content. The content is defined in :menuselection:`Edit --> Customize` in the :guilabel:`Newsletter` field;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:105 -msgid ":guilabel:`SMS Subscription`: is the same as :guilabel:`Email Subscription`, but by SMS;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:106 -msgid ":guilabel:`Form Subscription`: allows adding several fields, as well as a checkbox for the visitor to agree to the **GDPR policy** of your website." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:-1 -msgid "Form subscription configuration and settings" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:114 -msgid "Alternatively, you can select :guilabel:`Subscribe to Newsletter` as :guilabel:`Action` when creating a :ref:`contact form `, allowing for the same level of customization. Make sure to add a checkbox stating visitors agree to be added to the mailing list." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:3 -msgid "Order handling" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:5 -msgid "When a customer orders on your eCommerce, there are **three** record types required to be handle in Odoo:" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:8 -msgid ":ref:`Sales orders `;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:9 -msgid ":ref:`Delivery orders `;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:10 -msgid ":ref:`Invoices & legal requirements `." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:15 -msgid "Sales orders" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:18 -msgid "Order and payment status" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:20 -msgid "The first step when a customer adds a product to his cart is the creation of a quotation. Orders can be managed either from the **Website** or :doc:`Sales ` app. eCommerce orders can automatically be assigned to a specific sales team by going to :menuselection:`Website --> Configuration --> Settings`. In the **Shop - Checkout Process** section, select a :guilabel:`Sales Team` or :guilabel:`Salesperson` to handle eCommerce orders." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:-1 -msgid "Assignment of online orders to a sales team or salesperson" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:30 -msgid "Orders can be found under :menuselection:`Website --> eCommerce --> Orders/Unpaid Orders`. Each order goes through a different status:" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:33 -msgid "**Quotation**: a new product is added to the cart, but the customer has *not* gone through the checkout process yet;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:35 -msgid "**Quotation sent**: the customer has gone through the checkout process and confirmed the order, but the payment is not yet confirmed;" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:37 -msgid "**Order**: the customer has gone through the checkout process, confirmed the order, and the payment is received." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:-1 -msgid "Statuses of eCommerce orders" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:45 -msgid "Abandoned cart" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:47 -msgid "An **abandoned cart** represents an order for which the customer did **not finish** the checkout confirmation process. For these orders, it is possible to send an **email reminder** to the customer automatically. To enable that feature, go to :menuselection:`Website --> Configuration --> Settings` and in the :guilabel:`Email & Marketing` section, enable :guilabel:`Automatically send abandoned checkout emails`. Once enabled, you can set the **time-lapse** after which the email is sent and customize the **email template** used." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:55 -msgid "For abandoned cart emails, the customer must either have entered their contact details during the checkout process; or be logged-in when they added the product to their cart." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:61 -msgid "Delivery orders" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:64 -msgid "Delivery flow" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:66 -msgid "Once a quotation has been confirmed, a delivery order is automatically created. The next step is to process this delivery." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:69 -msgid "Packing eCommerce orders usually requires picking the product, preparing the packaging, printing the shipping label(s) and shipping to the customer. Depending on the number of orders, strategy, or resources, those steps can be considered as one or multiple actions in Odoo." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:73 -msgid "An automatic email can be sent to the customer when the transfer status in Odoo is “done”. To do so, enable the feature in the settings of the :doc:`Inventory ` app." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:78 -msgid "If customers are allowed to pay when picking up their order in stores or by wire transfer, the quotation is **not** be confirmed and the stock is **not** be reserved. Orders must be confirmed manually to reserve products in stock." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:83 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/invoicing`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:84 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:85 -msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/multipack`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:88 -msgid "Returns and refunds" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:90 -msgid "Customers can only return an order through an online form. It may not be possible to return products depending on the return strategy or type of product." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:93 -msgid "Full refunds can be directly sent to customers from within the order interface. A refund-compatible payment provider needs to be enabled first." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:97 -msgid ":doc:`/applications/sales/sales/products_prices/returns`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:98 -msgid ":doc:`/applications/services/helpdesk/advanced/after_sales`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:99 -msgid ":doc:`/applications/finance/payment_providers`" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:104 -msgid "Invoice and legal requirements" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:106 -msgid "The final step of an ecommerce order is to generate the invoice and send it to the customer. Depending on the type of business (B2B or B2C), an invoice can either be generated automatically (B2B) or on demand of the customer (B2C). This process can be automated if (and when) the online payment is :ref:`confirmed `." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/order_handling.rst:111 -msgid "To automate invoicing, go to :menuselection:`Website --> Configuration --> Settings` and in the :guilabel:`Invoicing` section, enable :guilabel:`Automatic Invoice`." -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:3 -msgid "Performance monitoring" -msgstr "" - -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:5 +#: ../../content/applications/websites/ecommerce/performance.rst:5 msgid "Odoo integrates a variety of tools to analyze and improve the performance of your eCommerce website." msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:9 +#: ../../content/applications/websites/ecommerce/performance.rst:9 msgid "Data monitoring" msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:11 +#: ../../content/applications/websites/ecommerce/performance.rst:11 msgid "**Website** allows monitoring and analysis of the sales performance of your eCommerce. To access the **reporting view**, go to :menuselection:`Website --> Reporting --> eCommerce`. This dashboard helps you monitor everything related to sales, such as sales performance per product, category, day, etc." msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:-1 +#: ../../content/applications/websites/ecommerce/performance.rst:-1 msgid "Performance reporting of eCommerce" msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:19 +#: ../../content/applications/websites/ecommerce/performance.rst:19 msgid "By clicking :guilabel:`Measures`, you can select the type of measurement used, such as:" msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:21 +#: ../../content/applications/websites/ecommerce/performance.rst:21 msgid ":guilabel:`Margin`;" msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:22 +#: ../../content/applications/websites/ecommerce/performance.rst:22 msgid ":guilabel:`Qty Invoiced`;" msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:23 +#: ../../content/applications/websites/ecommerce/performance.rst:23 msgid ":guilabel:`Untaxed Total`;" msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:24 +#: ../../content/applications/websites/ecommerce/performance.rst:24 msgid ":guilabel:`Volume`;" msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:25 +#: ../../content/applications/websites/ecommerce/performance.rst:25 msgid "..." msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:27 +#: ../../content/applications/websites/ecommerce/performance.rst:27 msgid "Other options include **multiple views (Pivot, etc.), comparison** by periods or years, and directly :guilabel:`insert in spreadsheet`, etc." msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:31 +#: ../../content/applications/websites/ecommerce/performance.rst:31 #: ../../content/applications/websites/website/configuration/multi_website.rst:147 msgid "Analytics" msgstr "" -#: ../../content/applications/websites/ecommerce/ecommerce_management/performance.rst:33 +#: ../../content/applications/websites/ecommerce/performance.rst:33 msgid "It is possible to link your Odoo website with :ref:`analytics/plausible` and :ref:`analytics/google-analytics`." msgstr "" +#: ../../content/applications/websites/ecommerce/performance.rst:39 +msgid "Email queue optimization" +msgstr "" + +#: ../../content/applications/websites/ecommerce/performance.rst:41 +msgid "For websites handling flash sales (e.g., event ticket sales) or experiencing high traffic spikes, order confirmation emails can become a performance bottleneck, potentially slowing down the checkout process for other customers." +msgstr "" + +#: ../../content/applications/websites/ecommerce/performance.rst:45 +msgid "To improve performance, these emails can be queued and processed separately from the order confirmation flow. This is managed by the :guilabel:`Sales: Send pending emails` scheduled action, which sends queued emails as soon as possible." +msgstr "" + +#: ../../content/applications/websites/ecommerce/performance.rst:49 +msgid "To enable asynchronous email sending:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/performance.rst:51 +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 +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 +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 "" + #: ../../content/applications/websites/ecommerce/products.rst:5 #: ../../content/applications/websites/website/web_design/building_blocks/dynamic_content.rst:76 msgid "Products" @@ -1738,7 +1523,7 @@ msgid "You can access and enable additional feature buttons such as **add to car msgstr "" #: ../../content/applications/websites/ecommerce/products/catalog.rst:165 -msgid ":guilabel:`Add to Cart`: adds a button to :doc:`add the product to the cart <../checkout_payment_shipping/cart>`;" +msgid ":guilabel:`Add to Cart`: adds a button to :doc:`add the product to the cart <../cart>`;" msgstr "" #: ../../content/applications/websites/ecommerce/products/catalog.rst:167 @@ -2006,6 +1791,110 @@ msgstr "" msgid "To display a 'striked' price, enable the :guilabel:`Comparison Price` option under :menuselection:`Website --> Configuration --> Settings --> Shop - Products category`. Then, head to the product's template (:menuselection:`Website --> eCommerce --> Products`), and in the :guilabel:`Compare to Price` field, enter the **new** price." msgstr "" +#: ../../content/applications/websites/ecommerce/shipping.rst:3 +msgid "Shipping" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:5 +msgid "Odoo eCommerce allows you to configure various shipping methods, enabling customers to choose their preferred option at checkout. These methods include :ref:`external providers `, :ref:`custom options ` such as flat-rate or free shipping, local carriers via :doc:`Sendcloud ` or :ref:`Based on Rules `, and :ref:`in-store pickup `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:16 +msgid "External provider integration" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:18 +msgid "To handle product delivery, you can connect your database to :doc:`third-party shipping carriers ` like :doc:`FedEx `, :doc:`UPS `, or :doc:`DHL `. A shipping connector links to these providers, automating :doc:`tracking labels ` and shipping processes." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:27 +msgid "To enable a third-party shipping provider, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section, select the desired shipping provider(s), and :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:31 +msgid "Go to :menuselection:`Website --> Configuration --> Shipping Methods` and select the shipping method in the list to :ref:`configure it `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:35 +msgid ":doc:`Third-party shipping carriers `" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:39 +msgid "The field used to define additional fees **must** be filled **in your third-party shipping provider account**, even if you do not plan to charge customers any additional fee. If you do not want to apply a fee, enter `0`. If the field is left empty, the delivery price cannot be calculated, and an error message prompts the customer to select an alternative shipping method." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:45 +msgid "Margin on delivery rate" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:47 +msgid "To add an additional fee to the base shipping rate (e.g., to cover extra costs), log into your carrier account and set the desired fee in the related field. The shipping connector retrieves this fee and includes it in the final price at checkout. Contact your carrier for further assistance with this configuration." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:52 +msgid "Alternatively, enter `0` in your third-party shipping provider account, then set the fee in Odoo. To do so, access the desired :ref:`shipping method's form ` and enter the fee in the :guilabel:`Margin on Rate` field to add a percentage to the shipping costs and/or the :guilabel:`Additional margin` field to add a fixed amount." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:59 +msgid "The field used to define additional fees cannot be left empty in your third-party shipping provider account." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:65 +msgid "Custom shipping method" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:67 +msgid "Custom shipping methods must be created, for example:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:69 +msgid "to integrate shipping carriers through :doc:`Sendcloud `;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:71 +msgid "to configure specific rules (e.g., to offer free shipping for orders above a specific amount) for a specific provider;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:73 +msgid "to configure :ref:`Fixed Price ` shipping or shipping :ref:`Based on Rules `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:76 +msgid "To create a custom shipping method, go to :menuselection:`Website --> Configuration --> Shipping Methods`, click :guilabel:`New` and fill in the :ref:`fields `." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:80 +msgid "In the :guilabel:`Provider` field, select :ref:`Based on Rules `, :ref:`Fixed Price `, or :ref:`Pickup in store ` if the shiping method does not involve any specific provider." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:85 +msgid "Upon :ref:`configuring ` a shipping method, you can:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:88 +msgid "restrict it :doc:`to a specific website <../website/configuration/multi_website>` by selecting it in :guilabel:`Website` field;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:90 +msgid "use the :guilabel:`Destination availability` tab to filter the delivery carriers displayed based on the customer's area;" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:92 +msgid "click the :guilabel:`Test Environment` smart button to switch to the :guilabel:`Production Environment`, then click :guilabel:`Unpublished` to :guilabel:`Publish` the shipping method and make it available to website visitors." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:99 +msgid "In-store pickup" +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:101 +msgid "To allow customers to reserve products online and pay for/collect them in person at the store, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section, enable :guilabel:`On Site Payments & Picking`, and :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/shipping.rst:105 +msgid "Then, click :guilabel:`Customize Pickup Sites`, select the shipping method or click :guilabel:`New` to create a new one and :ref:`configure ` the fields. Make sure the :guilabel:`Provider` field is set to :guilabel:`Pickup in store`." +msgstr "" + #: ../../content/applications/websites/elearning.rst:3 msgid "eLearning" msgstr "" @@ -5430,7 +5319,7 @@ msgid "eCommerce features such as products, eCommerce categories, pricelists, di msgstr "" #: ../../content/applications/websites/website/configuration/multi_website.rst:126 -msgid "You can :doc:`allow your customers to use the same account <../../ecommerce/ecommerce_management/customer_accounts>` on all of your websites by enabling the :guilabel:`Shared Customer Accounts` check box in the website settings." +msgid "You can :doc:`allow your customers to use the same account <../../ecommerce/customer_accounts>` on all of your websites by enabling the :guilabel:`Shared Customer Accounts` check box in the website settings." msgstr "" #: ../../content/applications/websites/website/configuration/multi_website.rst:131