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[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#14333 Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
This commit is contained in:
Tiffany Chang (tic)
@@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-06-11 13:44+0000\n"
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"POT-Creation-Date: 2025-08-18 08:00+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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@@ -334,7 +334,7 @@ msgid "The Odoo mobile apps are available for download on the `Google Play Store
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msgstr ""
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#: ../../content/administration/mobile.rst:65
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msgid "The iOS app cannot be updated and will be deprecated at some point in the future."
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msgid "The iOS app might not be updated and might be deprecated at some point in the future."
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msgstr ""
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#: ../../content/administration/mobile.rst:67
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@@ -2905,14 +2905,15 @@ msgstr ""
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#: ../../content/administration/supported_versions.rst:41
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#: ../../content/administration/supported_versions.rst:47
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#: ../../content/administration/supported_versions.rst:53
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#: ../../content/administration/supported_versions.rst:54
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#: ../../content/administration/supported_versions.rst:55
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#: ../../content/administration/supported_versions.rst:71
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#: ../../content/administration/supported_versions.rst:72
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#: ../../content/administration/supported_versions.rst:73
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#: ../../content/administration/supported_versions.rst:59
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#: ../../content/administration/supported_versions.rst:60
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#: ../../content/administration/supported_versions.rst:61
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#: ../../content/administration/supported_versions.rst:77
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#: ../../content/administration/supported_versions.rst:78
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#: ../../content/administration/supported_versions.rst:79
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#: ../../content/administration/supported_versions.rst:83
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#: ../../content/administration/supported_versions.rst:84
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#: ../../content/administration/supported_versions.rst:85
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msgid "|green|"
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msgstr ""
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@@ -4983,7 +4984,7 @@ msgid "End of support"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:34
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msgid "Odoo SaaS 18.3"
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msgid "Odoo SaaS 18.4"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:36
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@@ -4992,136 +4993,146 @@ msgstr ""
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#: ../../content/administration/supported_versions.rst:43
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#: ../../content/administration/supported_versions.rst:48
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#: ../../content/administration/supported_versions.rst:49
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#: ../../content/administration/supported_versions.rst:60
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#: ../../content/administration/supported_versions.rst:61
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#: ../../content/administration/supported_versions.rst:54
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#: ../../content/administration/supported_versions.rst:55
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#: ../../content/administration/supported_versions.rst:66
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#: ../../content/administration/supported_versions.rst:67
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#: ../../content/administration/supported_versions.rst:72
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#: ../../content/administration/supported_versions.rst:73
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msgid "N/A"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:38
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msgid "May 2025"
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msgid "July 2025"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:40
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msgid "Odoo SaaS 18.2"
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msgid "Odoo SaaS 18.3"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:44
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msgid "March 2025"
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msgid "May 2025"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:46
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msgid "Odoo SaaS 18.1"
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msgid "Odoo SaaS 18.2"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:50
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msgid "January 2025"
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msgid "March 2025"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:52
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msgid "**Odoo 18.0**"
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msgid "Odoo SaaS 18.1"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:56
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#: ../../content/administration/supported_versions.rst:63
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#: ../../content/administration/supported_versions.rst:69
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#: ../../content/administration/supported_versions.rst:87
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msgid "October 2024"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:57
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msgid "October 2027 (planned)"
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msgid "January 2025"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:58
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msgid "Odoo SaaS 17.4"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:59
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#: ../../content/administration/supported_versions.rst:65
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#: ../../content/administration/supported_versions.rst:83
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#: ../../content/administration/supported_versions.rst:84
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#: ../../content/administration/supported_versions.rst:85
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#: ../../content/administration/supported_versions.rst:89
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#: ../../content/administration/supported_versions.rst:90
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#: ../../content/administration/supported_versions.rst:91
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msgid "|red|"
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msgid "**Odoo 18.0**"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:62
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msgid "July 2024"
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#: ../../content/administration/supported_versions.rst:69
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#: ../../content/administration/supported_versions.rst:75
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#: ../../content/administration/supported_versions.rst:93
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msgid "October 2024"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:63
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msgid "October 2027 (planned)"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:64
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msgid "Odoo SaaS 17.2"
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msgid "Odoo SaaS 17.4"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:65
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#: ../../content/administration/supported_versions.rst:71
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#: ../../content/administration/supported_versions.rst:89
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#: ../../content/administration/supported_versions.rst:90
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#: ../../content/administration/supported_versions.rst:91
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#: ../../content/administration/supported_versions.rst:95
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#: ../../content/administration/supported_versions.rst:96
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#: ../../content/administration/supported_versions.rst:97
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msgid "|red|"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:68
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msgid "April 2024"
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msgid "July 2024"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:70
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msgid "**Odoo 17.0**"
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msgid "Odoo SaaS 17.2"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:74
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msgid "November 2023"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:75
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msgid "October 2026 (planned)"
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msgid "April 2024"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:76
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msgid "**Odoo 16.0**"
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msgid "**Odoo 17.0**"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:80
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msgid "October 2022"
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msgid "November 2023"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:81
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msgid "October 2025 (planned)"
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msgid "October 2026 (planned)"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:82
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msgid "**Odoo 15.0**"
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msgid "**Odoo 16.0**"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:86
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msgid "October 2021"
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msgid "October 2022"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:87
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msgid "October 2025 (planned)"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:88
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msgid "Older versions"
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msgid "**Odoo 15.0**"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:92
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msgid "October 2021"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:94
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msgid "Older versions"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:98
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msgid "Before 2021"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:93
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#: ../../content/administration/supported_versions.rst:99
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msgid "Before 2024"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:95
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#: ../../content/administration/supported_versions.rst:101
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msgid "Legend"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:97
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#: ../../content/administration/supported_versions.rst:103
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msgid "|green| Supported version"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:99
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#: ../../content/administration/supported_versions.rst:105
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msgid "|red| End-of-support"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:101
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#: ../../content/administration/supported_versions.rst:107
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msgid "N/A Never released for this platform"
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msgstr ""
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#: ../../content/administration/supported_versions.rst:104
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#: ../../content/administration/supported_versions.rst:110
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msgid "Even though we don't support older versions, you can always `upgrade from any version <https://upgrade.odoo.com/>`_."
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msgstr ""
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File diff suppressed because it is too large
Load Diff
@@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2025-02-20 12:15+0000\n"
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"POT-Creation-Date: 2025-08-18 08:00+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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@@ -5792,35 +5792,35 @@ msgstr ""
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msgid "Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions, such as event registrations, free trials, purchases, etc., since text and mobile-based marketing channels typically yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through rate)` outcomes."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing.rst:49
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#: ../../content/applications/marketing/sms_marketing.rst:55
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msgid "SMS marketing dashboard"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing.rst:51
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#: ../../content/applications/marketing/sms_marketing.rst:57
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msgid "When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which showcases the various SMS mailings that have been created, along with pertinent information and data related to that specific message."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing.rst:55
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#: ../../content/applications/marketing/sms_marketing.rst:61
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msgid "The :icon:`oi-view-kanban` :guilabel:`Kanban` view is the default Odoo uses when the application is opened, which provides an organized display of the SMS mailings that have been created, and what their current status is at the moment."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing.rst:60
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#: ../../content/applications/marketing/sms_marketing.rst:66
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msgid "An :abbr:`SMS (Short Message Service)` mailing can have one of the following statuses: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or :guilabel:`Sent`."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing.rst:63
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#: ../../content/applications/marketing/sms_marketing.rst:69
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msgid "In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different view options to choose from. Each one provides a unique take on the same SMS information."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing.rst:66
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#: ../../content/applications/marketing/sms_marketing.rst:72
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msgid "The :icon:`oi-view-list` :guilabel:`List` view provides the same useful data related to SMS mailings, but in a more traditional list layout."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing.rst:69
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#: ../../content/applications/marketing/sms_marketing.rst:75
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msgid "The :icon:`fa-calendar` :guilabel:`Calendar` view shows when SMS mailings are scheduled or have been sent. Clicking a future date opens a blank SMS template to be scheduled for that date."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing.rst:72
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#: ../../content/applications/marketing/sms_marketing.rst:78
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msgid "Lastly, the :icon:`fa-area-chart` :guilabel:`Graph` view visualizes that same SMS-related data in series of graphs and charts. Odoo also provides various ways to sort and group the data for more detailed analysis."
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msgstr ""
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@@ -6599,6 +6599,138 @@ msgstr ""
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msgid "Add any necessary notes under the :guilabel:`Notes` tab. Finally, navigate away from the completed automation rule, or manually save (by clicking the :guilabel:`☁️ (cloud)` icon), to implement the change."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:3
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msgid "SMS via Twilio"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:6
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msgid "What is Twilio"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:8
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msgid "Twilio is a third-party provider that enables you to send SMS messages to your clients. Odoo provides an easy way to use this service within your Odoo apps."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:12
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msgid "Why would I need it?"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:14
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msgid "Although Odoo already comes with an out-of-the-box (IAP) solution for SMS messages, it might not work in some countries with stricter legal requirements. Currently, Odoo registers itself when possible to avoid extra setup for its customers, however in some countries that is not enough and the client itself must do it. This can be done through Twilio."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:20
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msgid "Setup your Twilio account"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:22
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msgid "By creating a Twilio account, you will be able to create a virtual phone number from which you will be able to send SMS messages. These cost credits that are to be bought on Twilio, not Odoo."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:25
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msgid "Go to `Twilio <https://www.twilio.com>`_"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:26
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msgid "Sign up and create a Twilio account"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:27
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msgid "Within your Twilio account, you can create multiple accounts (e.g. one for testing, one for each sub-company, etc.)"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:29
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msgid "Create a new account"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:31
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msgid "Enter the name, and select :guilabel:`Twilio` for the type"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:32
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msgid "Select your :guilabel:`Billing Country` and click :guilabel:`Create new account`"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:33
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msgid "Select the different options that match your needs"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:35
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msgid "For the :guilabel:`Twilio product`, select :guilabel:`SMS`"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:36
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msgid "For :guilabel:`How to build with Twilio`, select :guilabel:`With no code at all`"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:37
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msgid "For your :guilabel:`goal`, select :guilabel:`3rd party integrations`"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:38
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msgid "Click on :guilabel:`Get Started with Twilio`"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:39
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msgid "You account is now created, and you should arrive on your :guilabel:`Dashboard`"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:40
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msgid "Go to :menuselection:`Phone Numbers --> Manage --> Buy a number`"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:41
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msgid "Buy a number (it is a paying service, but you should have received some credits to start with)"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:42
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msgid "Go back to bottom of the :guilabel:`Dashboard` page"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:43
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msgid "Copy the :guilabel:`Account SID` and :guilabel:`Auth Token`"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:45
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msgid "Beware that sending SMS to some countries (such as the US or Canada) might require a registration. This can only be done by you, and not by Odoo. Please check out `Twilio's Help Center <https://help.twilio.com>`_"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:51
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msgid "Setup Odoo to use Twilio"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:53
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msgid ":ref:`Install <general/install>` the :guilabel:`Twilio SMS` module (`sms_twilio`)"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:54
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msgid "In Odoo, go to :menuselection:`Settings --> General Settings --> Contacts --> Send SMS`, select :guilabel:`Twilio` in the list of options, and save your change."
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:56
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msgid "Go back to that option, and click :guilabel:`Manage Twilio Connection`"
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msgstr ""
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#: ../../content/applications/marketing/sms_marketing/twilio.rst:57
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msgid "Paste the copied credentials accordingly"
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msgstr ""
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||||
|
||||
#: ../../content/applications/marketing/sms_marketing/twilio.rst:58
|
||||
msgid "Click on :guilabel:`Reload numbers`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/sms_marketing/twilio.rst:59
|
||||
msgid "Your newly bought phone number should appear in the list"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/sms_marketing/twilio.rst:60
|
||||
msgid "You can use the testing section to send an SMS"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/sms_marketing/twilio.rst:62
|
||||
msgid "You can have multiple numbers (for instance once per country, or one per campaign), in that case, you can reorder the numbers. By default, when sending an SMS to a client, Odoo will select the number whose country is the same as the client. If none matches, Odoo will use the first number available from the list respecting the order you have chosen."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing.rst:5
|
||||
msgid "Social Marketing"
|
||||
msgstr ""
|
||||
|
||||
@@ -8,7 +8,7 @@ msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo 17.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2025-07-15 08:44+0000\n"
|
||||
"POT-Creation-Date: 2025-08-18 08:00+0000\n"
|
||||
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
|
||||
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
|
||||
"Language-Team: LANGUAGE <LL@li.org>\n"
|
||||
@@ -48,7 +48,7 @@ msgstr ""
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:9
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13
|
||||
#: ../../content/applications/sales/crm/optimize/gamification.rst:10
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:25
|
||||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60
|
||||
#: ../../content/applications/sales/crm/track_leads/resellers.rst:9
|
||||
#: ../../content/applications/sales/point_of_sale/combos.rst:16
|
||||
@@ -459,7 +459,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:89
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:52
|
||||
#: ../../content/applications/sales/rental.rst:88
|
||||
msgid "Pricing"
|
||||
msgstr ""
|
||||
@@ -1162,7 +1162,7 @@ msgid "The information provided by lead enrichment can include general informati
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:69
|
||||
msgid "Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App Purchase)` features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases."
|
||||
msgstr ""
|
||||
|
||||
@@ -1252,7 +1252,7 @@ msgid "Credits and balances may also be purchased by navigating to the :menusele
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:74
|
||||
msgid ":doc:`../../../essentials/in_app_purchase`"
|
||||
msgstr ""
|
||||
|
||||
@@ -1273,14 +1273,14 @@ msgid "A company **cannot** already be manually entered in the *Contacts* applic
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14
|
||||
msgid "The information provided by partner autocomplete can include general information about the business (including full business name and logo), social media accounts, :guilabel:`Company type`, :guilabel:`Founded` information, :guilabel:`Sectors` information, the number of :guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`."
|
||||
msgid "The information provided by partner autocomplete can include general information about the business (including full business name and logo), :guilabel:`Phone` number, :guilabel:`Email`, :guilabel:`Tax ID`, address and UNSPSC activities as :guilabel:`Tags`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:19
|
||||
msgid "When getting a company's contact information make sure to be aware of the latest EU regulations. For more information about General Data Protection Regulation refer to: `Odoo GDPR <http://odoo.com/gdpr>`_. In Odoo, individual contact information cannot be searched for with the partner autocomplete feature."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27
|
||||
msgid "Go to :menuselection:`Settings app --> Contacts section`. Then, activate the :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside it, and clicking :guilabel:`Save`."
|
||||
msgstr ""
|
||||
|
||||
@@ -1288,15 +1288,15 @@ msgstr ""
|
||||
msgid "View of settings page and the activations of the feature in Odoo."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:35
|
||||
msgid "Enrich contacts with corporate data"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37
|
||||
msgid "From any module, as the user is typing in the name of a new company contact, Odoo reveals a large drop-down menu of potential match suggestions. If any are selected, the contact is then populated with corporate data related to that specific selection."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:41
|
||||
msgid "For example, after typing `Odoo`, the following information populates:"
|
||||
msgstr ""
|
||||
|
||||
@@ -1304,31 +1304,23 @@ msgstr ""
|
||||
msgid "Creating a new contact in Odoo"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49
|
||||
msgid "In the chatter, the following information populates about the company, after clicking on the desired pre-populated contact:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:-1
|
||||
msgid "View of the information being shown about odoo with the autocomplete option in Odoo"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:48
|
||||
msgid "Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is entered instead of company name."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:54
|
||||
msgid "*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be used. Each request consumes one credit."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57
|
||||
msgid "To buy credits, go to :menuselection:`Settings app --> Contacts section`. Then, locate either the :guilabel:`Partner Autocomplete` feature and click :guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and click :guilabel:`View My Services`. From the resulting page, select a desired package."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63
|
||||
msgid "If the database runs out of credits, the only information populated when clicking on the suggested company will be the website link and the logo."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66
|
||||
msgid "Learn about our `Privacy Policy <https://iap.odoo.com/privacy>`_."
|
||||
msgstr ""
|
||||
|
||||
@@ -15385,7 +15377,7 @@ msgid ":doc:`../products_prices/prices/pricing`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:167
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152
|
||||
msgid "Optional Products tab"
|
||||
msgstr ""
|
||||
|
||||
@@ -15611,13 +15603,13 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:328
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:282
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:274
|
||||
msgid ":doc:`get_signature_to_validate`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:329
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:283
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:275
|
||||
msgid ":doc:`get_paid_to_validate`"
|
||||
msgstr ""
|
||||
|
||||
@@ -15984,7 +15976,7 @@ msgid "The use of optional products is a marketing strategy that involves the cr
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158
|
||||
msgid "For instance, if a customer wants to buy a car, they have the choice to order massaging seats, as well, or ignore the offer and simply buy the car. Presenting the choice to purchase optional products enhances the customer experience."
|
||||
msgstr ""
|
||||
|
||||
@@ -16005,7 +15997,7 @@ msgid "To add an optional product(s) to a quotation, click :guilabel:`Add a prod
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:175
|
||||
msgid "When clicked, a drop-down menu with products from the database appear. Select the desired product from the drop-down menu to add it as an optional product to the quotation template."
|
||||
msgstr ""
|
||||
|
||||
@@ -16018,7 +16010,7 @@ msgid "When a product is added, the default :guilabel:`Quantity` is `1`, but tha
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178
|
||||
msgid "To delete any line item from the :guilabel:`Optional Products` tab, click the :guilabel:`🗑️ (trash can)` icon."
|
||||
msgstr ""
|
||||
|
||||
@@ -16619,71 +16611,63 @@ msgstr ""
|
||||
msgid "Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` can be enabled simultaneously, in which case the customer must provide **both** a signature **and** a payment to confirm an order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104
|
||||
msgid "In the :guilabel:`Recurring Plan` field, choose from a variety of pre-configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`, etc.) to designate how often this quotation template should occur."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109
|
||||
msgid "The :guilabel:`Recurring Plan` field **only** applies to subscription plans. For more information, check out the documentation on :doc:`../../subscriptions/plans`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:105
|
||||
msgid "Lines tab"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:107
|
||||
msgid "In the :guilabel:`Lines` tab, products can be added to the quotation template by clicking :guilabel:`Add a product`, organized by clicking :guilabel:`Add a section` (and dragging/dropping section headers), and further explained with discretionary information (such as warranty details, terms, etc.) by clicking :guilabel:`Add a note`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:112
|
||||
msgid "To add a product to a quotation template, click :guilabel:`Add a product` in the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a blank field in the :guilabel:`Product` column."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115
|
||||
msgid "When clicked, a drop-down menu with existing products in the database appear. Select the desired product from the drop-down menu to add it to the quotation template."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:126
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118
|
||||
msgid "If the desired product isn't readily visible, type the name of the desired product in the :guilabel:`Product` field, and the option appears in the drop-down menu. Products can also be found by clicking :guilabel:`Search More...` from the drop-down menu."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123
|
||||
msgid "In Odoo 17, it is now possible to add event-related products (booths and registrations) to quotation templates. To do so, click the :guilabel:`Product` field, type in `Event`, and select the desired event-related product from the resulting drop-down menu."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:128
|
||||
msgid "When a product is added to a quotation template, the default :guilabel:`Quantity` is `1`, but that can be edited at any time."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131
|
||||
msgid "Then, drag-and-drop the product to the desired position, via the :guilabel:`six squares` icon, located to the left of each line item."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:134
|
||||
msgid "To add a *section*, which serves as a header to organize the lines of a sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in which the desired name of the section can be typed. When the name has been entered, click away to secure the section name."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139
|
||||
msgid "Then, drag-and-drop the section name to the desired position, via the :guilabel:`six squares` icon, located to the left of each line item."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:142
|
||||
msgid "To add a note, which would appear as a piece of text for the customer on the quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in which the desired note can be typed. When the note has been entered, click away to secure the note."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146
|
||||
msgid "Then, drag-and-drop the note to the desired position, via the :guilabel:`six squares` icon."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:148
|
||||
msgid "To delete any line item from the :guilabel:`Lines` tab (product, section, and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right side of the line."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154
|
||||
msgid "The use of *optional products* is a marketing strategy that involves the cross-selling of products along with a core product. The aim is to offer useful and related products to customers, which may result in an increased sale."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162
|
||||
msgid "Optional products appear as a section on the bottom of sales orders and eCommerce pages. Customers can immediately add them to their online sales orders themselves, if desired."
|
||||
msgstr ""
|
||||
|
||||
@@ -16691,55 +16675,55 @@ msgstr ""
|
||||
msgid "Optional products appearing on a typical sales order with Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:169
|
||||
msgid "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each cross-selling product related to the original items in the :guilabel:`Lines` tab, if applicable. The products added here ideally complement the original offering as added value for the prospective buyer."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173
|
||||
msgid "Clicking :guilabel:`Add a line` reveals a blank field in the :guilabel:`Product` column."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182
|
||||
msgid "Optional products are **not** required to create a quotation template."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185
|
||||
msgid "Terms \\& Conditions tab"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:187
|
||||
msgid "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add terms and conditions to the quotation template. To add terms and conditions, simply type (or copy/paste) the desired terms and conditions in this tab."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:192
|
||||
msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195
|
||||
msgid "Terms and conditions are **not** required to create a quotation template."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:198
|
||||
msgid "PDF Quote Builder tab"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200
|
||||
msgid "The :guilabel:`PDF Quote Builder` tab provides options to compose an attractive quotation, with more information and visually-pleasing elements, to highlight products and/or services."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203
|
||||
msgid "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages. Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208
|
||||
msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211
|
||||
msgid "Use quotation templates"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:213
|
||||
msgid "When creating a quotation (:menuselection:`Sales app --> New`), choose a pre-configured template in the :guilabel:`Quotation Template` field."
|
||||
msgstr ""
|
||||
|
||||
@@ -16747,7 +16731,7 @@ msgstr ""
|
||||
msgid "Quotation templates field on a standard quotation form in Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220
|
||||
msgid "To view what the customer will see, click the :guilabel:`Preview` button at the top of the page to see how the quotation template appears on the front-end of the website through Odoo's customer portal."
|
||||
msgstr ""
|
||||
|
||||
@@ -16755,35 +16739,35 @@ msgstr ""
|
||||
msgid "Customer preview of a quotation template in Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:229
|
||||
msgid "Quotation template design uses the same methodology and functionality with design building blocks as a typical web page design with Odoo *Website*. Be sure to check out the :doc:`../../../websites/website` documentation to learn more."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233
|
||||
msgid "When all blocks and customizations are complete, click the :guilabel:`Save` button to put those configurations into place."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:244
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:236
|
||||
msgid "There is also a blue banner at the top of the quotation template design with a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation form in the back-end of the *Sales* application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241
|
||||
msgid "Mass cancel quotations/sales orders"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:251
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:243
|
||||
msgid "Cancel multiple quotations (or sales orders) by navigating to the :menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by default, in the list view. Then, on the left side of the table, tick the preferred checkboxes for removal."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:248
|
||||
msgid "Select all records in the table by selecting the checkbox column header at the top-left of the table; the total number of selected items are displayed at the top of the page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:259
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:251
|
||||
msgid "Then, with the desired quotations (or sales orders) selected from the list view on the :guilabel:`Quotations` page, click the :icon:`fa-cog` :guilabel:`Actions` button to reveal a drop-down menu."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:255
|
||||
msgid "From this drop-down menu, select :guilabel:`Cancel quotations`."
|
||||
msgstr ""
|
||||
|
||||
@@ -16791,15 +16775,15 @@ msgstr ""
|
||||
msgid "The Cancel quotations option on the Actions drop-down menu in the Odoo Sales application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:270
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:262
|
||||
msgid "This action can be performed for quotations in *any* stage, even if it is confirmed as a sales order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:265
|
||||
msgid "Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel quotations` confirmation pop-up window appears. To complete the cancellation, click the :guilabel:`Cancel quotations` button."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:278
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:270
|
||||
msgid "An error pop-up message appears when attempting to cancel an order for an ongoing subscription that has an invoice."
|
||||
msgstr ""
|
||||
|
||||
@@ -17296,7 +17280,7 @@ msgid "If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` op
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:105
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:103
|
||||
#: ../../content/applications/sales/subscriptions/renewals.rst:128
|
||||
#: ../../content/applications/sales/subscriptions/reports.rst:403
|
||||
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:186
|
||||
@@ -17305,15 +17289,6 @@ msgid ":doc:`../subscriptions`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:167
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:106
|
||||
#: ../../content/applications/sales/subscriptions/renewals.rst:129
|
||||
#: ../../content/applications/sales/subscriptions/reports.rst:404
|
||||
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:187
|
||||
#: ../../content/applications/sales/subscriptions/upselling.rst:108
|
||||
msgid ":doc:`plans`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:168
|
||||
msgid ":doc:`../../essentials/in_app_purchase`"
|
||||
msgstr ""
|
||||
|
||||
@@ -17337,23 +17312,19 @@ msgstr ""
|
||||
msgid "The Closable option on a recurring plan form in Odoo Subscriptions."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:24
|
||||
msgid ":doc:`Configure recurring plans <plans>`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:27
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:25
|
||||
msgid "Close a subscription"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:30
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:28
|
||||
msgid "Administrator view"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:32
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:30
|
||||
msgid "After a quotation for a subscription product has been confirmed, it becomes a sales order, and the subscription status changes to :guilabel:`In Progress`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:35
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:33
|
||||
msgid "At that point, the ability to close the subscription becomes available, via the :guilabel:`Close` button at the top of the subscription order, near the row that contains :guilabel:`In Progress` and other stages. This option is also available after the order has been invoiced and the payment has been registered."
|
||||
msgstr ""
|
||||
|
||||
@@ -17361,7 +17332,7 @@ msgstr ""
|
||||
msgid "Close subscription from an administration point of view with Odoo Subscriptions."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:44
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:42
|
||||
msgid "Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` pop-up window to appear, allowing administrators to input the reason for closing the subscription, or choose from the drop-down menu of options in the :guilabel:`Reason` field."
|
||||
msgstr ""
|
||||
|
||||
@@ -17369,11 +17340,11 @@ msgstr ""
|
||||
msgid "The Close Reason pop-up when the Close button is clicked in Odoo Subscriptions."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:52
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:50
|
||||
msgid "When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit` button."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:54
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:52
|
||||
msgid "Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window updates the subscription sales order to show :guilabel:`Churned` status tag, along with the specified :guilabel:`Close Reason`."
|
||||
msgstr ""
|
||||
|
||||
@@ -17381,7 +17352,7 @@ msgstr ""
|
||||
msgid "A churned sales order for a closed subscription in Odoo Subscriptions."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:62
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:60
|
||||
msgid "That same close reason can be found in the *Chatter* of the sales order, as well."
|
||||
msgstr ""
|
||||
|
||||
@@ -17389,15 +17360,15 @@ msgstr ""
|
||||
msgid "The chatter of a churned sales order for a closed subscription in Odoo Subscriptions."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:69
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:67
|
||||
msgid "Customer view"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:72
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:70
|
||||
msgid "As an administrator, the ability to visualize what customers see when managing their subscriptions is accessible via the :guilabel:`Preview` button, located at the top of the subscription sales order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:76
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:74
|
||||
msgid "From the customer's point of view, in the customer portal, the :guilabel:`Close Subscription` button is located on the left side of the sales order."
|
||||
msgstr ""
|
||||
|
||||
@@ -17405,7 +17376,7 @@ msgstr ""
|
||||
msgid "Close subscription button on a customer's view of a sales order in Odoo Subscriptions."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:83
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:81
|
||||
msgid "When the customer clicks the :guilabel:`Close Subscription` button, a :guilabel:`Close Subscription` pop-up window appears, in which the customer has to choose from a select list of reasons why they are choosing to close the subscription."
|
||||
msgstr ""
|
||||
|
||||
@@ -17413,19 +17384,19 @@ msgstr ""
|
||||
msgid "The close subscription pop-up window customers see when closing a subscription."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:92
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:90
|
||||
msgid "Customers can *only* chose a pre-configured reason why the subscription is being closed. They can *not* enter a custom reason from the customer portal. These selections can be adjusted by navigating to :menuselection:`Subscriptions --> Configuration --> Close Reasons`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:96
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:94
|
||||
msgid "Once the customer has chosen a close reason, they would click the :guilabel:`Submit` button on the pop-up window."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:99
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:97
|
||||
msgid "Upon closure, the subscription order in the customer portal is tagged as :guilabel:`Closed`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:101
|
||||
#: ../../content/applications/sales/subscriptions/closing.rst:99
|
||||
msgid "In addition, the specified :guilabel:`Close Reason` appears on the subscription order in the *Subscriptions* app in the backend (Administrator's view)."
|
||||
msgstr ""
|
||||
|
||||
@@ -17502,134 +17473,6 @@ msgstr ""
|
||||
msgid "Recurrence periods configured as product variants on the eCommerce product page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:3
|
||||
msgid "Subscription plans"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:5
|
||||
msgid "*Subscription plans* are :doc:`quotation templates </applications/sales/sales/send_quotations/quote_template>` used to preconfigure quotations with subscription products. Use subscription plans to quickly create subscription orders."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:10
|
||||
msgid "Configure subscription plans"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:12
|
||||
msgid "To configure subscription plans, go to :menuselection:`Subscriptions --> Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, or select an existing plan to edit it."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:15
|
||||
msgid "Since the Odoo *Subscriptions* app is integrated closely with the *Sales* app, subscription plans use the same form as quotation templates."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:-1
|
||||
msgid "Subscription plan (quotation template) configuration form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:22
|
||||
msgid "The subscription plan form contains the following options:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:24
|
||||
msgid ":guilabel:`Name`: Enter a name for the subscription plan at the top of the page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:25
|
||||
msgid ":guilabel:`Quotation expires after`: Enter the number of days after which the quotation expires, starting from the day the quotation is sent to the customer. Leave this field at zero for the quotation to never expire."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
msgid ":guilabel:`Online Confirmation`: Check the boxes next to :guilabel:`Signature` or :guilabel:`Payment` to enable the customer to confirm their subscription order by signing or paying for the quotation. Enable both to leave the choice to the customer. Enable neither to only confirm the quotation in the backend."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:32
|
||||
msgid ":guilabel:`Confirmation Mail`: Select an :doc:`email template </applications/general/companies/email_template>` for the confirmation email that is automatically sent to the customer after the quotation is confirmed. Leave this field blank to send nothing."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid "To create a new email template, enter a name for the template, then click :guilabel:`Create and edit`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
msgid "To edit an existing email template, select one from the drop-down menu, then click on the :guilabel:`Internal link` arrow at the end of the line."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
msgid ":guilabel:`Recurrence`: Select the recurrence period used for the plan. The recurrence periods available here are the same ones that are configured in :menuselection:`Subscriptions --> Configuration --> Recurrence Periods`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:46
|
||||
msgid "Selecting a :guilabel:`Recurrence` turns the quotation template into a subscription plan and enables the following additional options:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:49
|
||||
msgid ":guilabel:`Duration`: Choose whether the subscription plan has no end date (:guilabel:`Forever`) or a :guilabel:`Fixed` duration."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:52
|
||||
msgid "If the duration is :guilabel:`Forever`, then the subscription plan will continually renew until either the customer or the company manually ends the subscription."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:54
|
||||
msgid "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` date, which determines the amount of time after which the subscription will automatically end."
|
||||
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 </applications/websites/ecommerce/customer_accounts>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:60
|
||||
msgid ":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid* subscriptions *past* the due date are automatically closed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:62
|
||||
msgid ":guilabel:`Invoicing Journal`: Select the accounting journal in which invoices for this subscription plan are recorded. Leave this field blank to use the sales journal with the lowest sequence."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:-1
|
||||
msgid "Subscription plan with Recurrence selected."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:70
|
||||
msgid "In the :guilabel:`Lines` tab, create the order lines for the quotation. Click :guilabel:`Add a product`, select a product to include in the plan, and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add as many products as desired to the order lines."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:74
|
||||
msgid "In the :guilabel:`Optional Products` tab, enter any optional products that the customer can add to their quotation before confirming the order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:77
|
||||
msgid "If the subscription plan has unique :doc:`terms and conditions </applications/finance/accounting/customer_invoices/terms_conditions>`, add them in the :guilabel:`Terms & Conditions` tab. If terms conditions are specified on a plan, these will be used instead of the default terms and conditions set up in the *Sales* app settings."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:-1
|
||||
msgid "Subscription plan Terms & Conditions tab."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:87
|
||||
msgid "Use subscription plans on quotations"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:89
|
||||
msgid "Quotations for subscription products can be created in both the *Subscriptions* app and the *Sales* app."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:92
|
||||
msgid "From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to create a new quotation. Then, select a subscription plan in the :guilabel:`Subscription Plan` field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:95
|
||||
msgid "The :guilabel:`Recurrence`, products, and other information from the plan are automatically filled in. The quotation can then be modified further as needed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:98
|
||||
msgid "From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new quotation. Then, select a subscription plan in the :guilabel:`Quotation Template` field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:101
|
||||
msgid "All subscription orders will appear on the :guilabel:`Subscriptions` dashboard regardless of whether they were created in the *Subscriptions* app or the *Sales* app."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/renewals.rst:3
|
||||
msgid "Renew subscriptions"
|
||||
msgstr ""
|
||||
@@ -18547,7 +18390,7 @@ msgstr ""
|
||||
msgid "For example, if the next invoice date is July 1st, and the :guilabel:`Automatic Closing` is set to '30 Days', the scheduled action would close the subscription on August 1st."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:188
|
||||
#: ../../content/applications/sales/subscriptions/scheduled_actions.rst:187
|
||||
msgid ":doc:`automatic_alerts`"
|
||||
msgstr ""
|
||||
|
||||
|
||||
Reference in New Issue
Block a user