diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index a396485d8..04d6d0156 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: 2025-06-11 13:44+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 \n" "Language-Team: LANGUAGE \n" @@ -334,7 +334,7 @@ msgid "The Odoo mobile apps are available for download on the `Google Play Store msgstr "" #: ../../content/administration/mobile.rst:65 -msgid "The iOS app cannot be updated and will be deprecated at some point in the future." +msgid "The iOS app might not be updated and might be deprecated at some point in the future." msgstr "" #: ../../content/administration/mobile.rst:67 @@ -2905,14 +2905,15 @@ msgstr "" #: ../../content/administration/supported_versions.rst:41 #: ../../content/administration/supported_versions.rst:47 #: ../../content/administration/supported_versions.rst:53 -#: ../../content/administration/supported_versions.rst:54 -#: ../../content/administration/supported_versions.rst:55 -#: ../../content/administration/supported_versions.rst:71 -#: ../../content/administration/supported_versions.rst:72 -#: ../../content/administration/supported_versions.rst:73 +#: ../../content/administration/supported_versions.rst:59 +#: ../../content/administration/supported_versions.rst:60 +#: ../../content/administration/supported_versions.rst:61 #: ../../content/administration/supported_versions.rst:77 #: ../../content/administration/supported_versions.rst:78 #: ../../content/administration/supported_versions.rst:79 +#: ../../content/administration/supported_versions.rst:83 +#: ../../content/administration/supported_versions.rst:84 +#: ../../content/administration/supported_versions.rst:85 msgid "|green|" msgstr "" @@ -4983,7 +4984,7 @@ msgid "End of support" msgstr "" #: ../../content/administration/supported_versions.rst:34 -msgid "Odoo SaaS 18.3" +msgid "Odoo SaaS 18.4" msgstr "" #: ../../content/administration/supported_versions.rst:36 @@ -4992,136 +4993,146 @@ msgstr "" #: ../../content/administration/supported_versions.rst:43 #: ../../content/administration/supported_versions.rst:48 #: ../../content/administration/supported_versions.rst:49 -#: ../../content/administration/supported_versions.rst:60 -#: ../../content/administration/supported_versions.rst:61 +#: ../../content/administration/supported_versions.rst:54 +#: ../../content/administration/supported_versions.rst:55 #: ../../content/administration/supported_versions.rst:66 #: ../../content/administration/supported_versions.rst:67 +#: ../../content/administration/supported_versions.rst:72 +#: ../../content/administration/supported_versions.rst:73 msgid "N/A" msgstr "" #: ../../content/administration/supported_versions.rst:38 -msgid "May 2025" +msgid "July 2025" msgstr "" #: ../../content/administration/supported_versions.rst:40 -msgid "Odoo SaaS 18.2" +msgid "Odoo SaaS 18.3" msgstr "" #: ../../content/administration/supported_versions.rst:44 -msgid "March 2025" +msgid "May 2025" msgstr "" #: ../../content/administration/supported_versions.rst:46 -msgid "Odoo SaaS 18.1" +msgid "Odoo SaaS 18.2" msgstr "" #: ../../content/administration/supported_versions.rst:50 -msgid "January 2025" +msgid "March 2025" msgstr "" #: ../../content/administration/supported_versions.rst:52 -msgid "**Odoo 18.0**" +msgid "Odoo SaaS 18.1" msgstr "" #: ../../content/administration/supported_versions.rst:56 -#: ../../content/administration/supported_versions.rst:63 -#: ../../content/administration/supported_versions.rst:69 -#: ../../content/administration/supported_versions.rst:87 -msgid "October 2024" -msgstr "" - -#: ../../content/administration/supported_versions.rst:57 -msgid "October 2027 (planned)" +msgid "January 2025" msgstr "" #: ../../content/administration/supported_versions.rst:58 -msgid "Odoo SaaS 17.4" -msgstr "" - -#: ../../content/administration/supported_versions.rst:59 -#: ../../content/administration/supported_versions.rst:65 -#: ../../content/administration/supported_versions.rst:83 -#: ../../content/administration/supported_versions.rst:84 -#: ../../content/administration/supported_versions.rst:85 -#: ../../content/administration/supported_versions.rst:89 -#: ../../content/administration/supported_versions.rst:90 -#: ../../content/administration/supported_versions.rst:91 -msgid "|red|" +msgid "**Odoo 18.0**" msgstr "" #: ../../content/administration/supported_versions.rst:62 -msgid "July 2024" +#: ../../content/administration/supported_versions.rst:69 +#: ../../content/administration/supported_versions.rst:75 +#: ../../content/administration/supported_versions.rst:93 +msgid "October 2024" +msgstr "" + +#: ../../content/administration/supported_versions.rst:63 +msgid "October 2027 (planned)" msgstr "" #: ../../content/administration/supported_versions.rst:64 -msgid "Odoo SaaS 17.2" +msgid "Odoo SaaS 17.4" +msgstr "" + +#: ../../content/administration/supported_versions.rst:65 +#: ../../content/administration/supported_versions.rst:71 +#: ../../content/administration/supported_versions.rst:89 +#: ../../content/administration/supported_versions.rst:90 +#: ../../content/administration/supported_versions.rst:91 +#: ../../content/administration/supported_versions.rst:95 +#: ../../content/administration/supported_versions.rst:96 +#: ../../content/administration/supported_versions.rst:97 +msgid "|red|" msgstr "" #: ../../content/administration/supported_versions.rst:68 -msgid "April 2024" +msgid "July 2024" msgstr "" #: ../../content/administration/supported_versions.rst:70 -msgid "**Odoo 17.0**" +msgid "Odoo SaaS 17.2" msgstr "" #: ../../content/administration/supported_versions.rst:74 -msgid "November 2023" -msgstr "" - -#: ../../content/administration/supported_versions.rst:75 -msgid "October 2026 (planned)" +msgid "April 2024" msgstr "" #: ../../content/administration/supported_versions.rst:76 -msgid "**Odoo 16.0**" +msgid "**Odoo 17.0**" msgstr "" #: ../../content/administration/supported_versions.rst:80 -msgid "October 2022" +msgid "November 2023" msgstr "" #: ../../content/administration/supported_versions.rst:81 -msgid "October 2025 (planned)" +msgid "October 2026 (planned)" msgstr "" #: ../../content/administration/supported_versions.rst:82 -msgid "**Odoo 15.0**" +msgid "**Odoo 16.0**" msgstr "" #: ../../content/administration/supported_versions.rst:86 -msgid "October 2021" +msgid "October 2022" +msgstr "" + +#: ../../content/administration/supported_versions.rst:87 +msgid "October 2025 (planned)" msgstr "" #: ../../content/administration/supported_versions.rst:88 -msgid "Older versions" +msgid "**Odoo 15.0**" msgstr "" #: ../../content/administration/supported_versions.rst:92 +msgid "October 2021" +msgstr "" + +#: ../../content/administration/supported_versions.rst:94 +msgid "Older versions" +msgstr "" + +#: ../../content/administration/supported_versions.rst:98 msgid "Before 2021" msgstr "" -#: ../../content/administration/supported_versions.rst:93 +#: ../../content/administration/supported_versions.rst:99 msgid "Before 2024" msgstr "" -#: ../../content/administration/supported_versions.rst:95 +#: ../../content/administration/supported_versions.rst:101 msgid "Legend" msgstr "" -#: ../../content/administration/supported_versions.rst:97 +#: ../../content/administration/supported_versions.rst:103 msgid "|green| Supported version" msgstr "" -#: ../../content/administration/supported_versions.rst:99 +#: ../../content/administration/supported_versions.rst:105 msgid "|red| End-of-support" msgstr "" -#: ../../content/administration/supported_versions.rst:101 +#: ../../content/administration/supported_versions.rst:107 msgid "N/A Never released for this platform" msgstr "" -#: ../../content/administration/supported_versions.rst:104 +#: ../../content/administration/supported_versions.rst:110 msgid "Even though we don't support older versions, you can always `upgrade from any version `_." msgstr "" diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index 721943ceb..ddce0296c 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: 2025-07-15 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 \n" "Language-Team: LANGUAGE \n" @@ -513,7 +513,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:26 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 #: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 -#: ../../content/applications/finance/accounting/payments/online.rst:21 +#: ../../content/applications/finance/accounting/payments/online.rst:17 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:46 #: ../../content/applications/finance/accounting/reporting/budget.rst:11 @@ -525,7 +525,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:11 #: ../../content/applications/finance/accounting/vendor_bills/deferred_expenses.rst:29 -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:18 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:24 #: ../../content/applications/finance/fiscal_localizations.rst:21 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:894 @@ -568,6 +568,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/romania.rst:42 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:115 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:8 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:34 @@ -582,6 +583,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/demo.rst:9 #: ../../content/applications/finance/payment_providers/mollie.rst:8 #: ../../content/applications/finance/payment_providers/paypal.rst:101 +#: ../../content/applications/finance/payment_providers/sdd.rst:27 #: ../../content/applications/finance/payment_providers/sips.rst:9 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:27 msgid "Configuration" @@ -863,7 +865,7 @@ msgid "To do so, go to :menuselection:`Apps --> Update Apps List`, remove the de msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:132 -msgid "All previous synchronizations are disconnected during the installation and will not work anymore. To view them, activate the :ref:`developer mode ` and go to :menuselection:`Accounting --> Configuration --> Online Synchronization`). It is not possible to resynchronize these connections; you have to make new ones." +msgid "All previous synchronizations are disconnected during the installation and will not work anymore. To view them, activate the :ref:`developer mode ` and go to :menuselection:`Accounting --> Configuration --> Online Synchronization`. It is not possible to resynchronize these connections; you have to make new ones." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:136 @@ -1939,7 +1941,7 @@ msgid "To send and print multiple invoices, go to :menuselection:`Accounting --> msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:106 -#: ../../content/applications/finance/accounting/vendor_bills.rst:97 +#: ../../content/applications/finance/accounting/vendor_bills.rst:104 msgid "Payment and reconciliation" msgstr "" @@ -1948,13 +1950,13 @@ msgid "In Odoo, an invoice is considered :guilabel:`Paid` when the associated ac msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:112 -#: ../../content/applications/finance/accounting/vendor_bills.rst:116 +#: ../../content/applications/finance/accounting/vendor_bills.rst:123 msgid ":doc:`payments`" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:113 #: ../../content/applications/finance/accounting/payments.rst:19 -#: ../../content/applications/finance/accounting/vendor_bills.rst:117 +#: ../../content/applications/finance/accounting/vendor_bills.rst:124 msgid ":doc:`bank/reconciliation`" msgstr "" @@ -4109,7 +4111,7 @@ msgid "Pingen (Odoo Snailmail service provider) scans the area to process the ad msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:45 -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:85 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:147 msgid "Pricing" msgstr "" @@ -6395,99 +6397,103 @@ msgstr "" msgid "Once an |sdd| mandate is active, subsequent |sdd| payments can be generated via Odoo and :ref:`uploaded to your online banking interface `. Customers with an active |sdd| mandate can also use this payment method for :doc:`online purchases <../../payment_providers/sdd>`." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:89 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:91 msgid "Closing or revoking a mandate" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:91 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:93 msgid "|sdd| mandates are closed automatically after their :guilabel:`End Date`. If this field is left empty, the mandate remains active until it is closed or revoked. To close or revoke a mandate, go to :menuselection:`Accounting --> Customers --> Direct Debit Mandates`, select the relevant mandate, and click :guilabel:`Close` or :guilabel:`Revoke`." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:96 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:98 msgid "**Closing** a mandate updates the mandate's end day to the current day. Invoices issued after the present day will not be processed with an |sdd| payment. **Revoking** a mandate disables the mandate immediately. No |sdd| payment can be registered anymore, regardless of the invoice's date. However, payments that have already been registered are still included in the next :ref:`SDD XML file `." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:103 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:105 +msgid "Mandates are automatically closed 36 months after the date of the last collection." +msgstr "" + +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:106 msgid "Closed or revoked mandates cannot be reactivated." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:108 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:111 msgid "Processing |sdd| payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:110 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:113 msgid "All registered |sdd| payments can be processed at once by uploading an XML file containing a batch of all posted |sdd| payments to your online banking interface. To do so, follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:113 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:116 msgid ":ref:`Create a batch payment ` and include the |sdd| payments to collect." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:117 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:120 msgid "You can filter payments by SDD scheme using the :guilabel:`SDD CORE` and :guilabel:`SDD B2B` filters." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:120 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:123 msgid ":guilabel:`Validate` the batch payment. The XML file is generated automatically and available for download in the chatter." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:122 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:125 msgid "Download the XML file and upload it to your online banking interface to process the payments." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:123 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:126 msgid "Once the |sdd| batch payment has been received, :doc:`reconcile the transaction <../bank/reconciliation>` with the batch payment to mark the related invoices as :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:128 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:131 msgid "To view the payments and invoices linked to a specific |sdd| mandate, click the :guilabel:`Collections` and :guilabel:`Invoices Paid` smart button on the :ref:`Direct Debit Mandate ` form." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:133 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:136 msgid "The files generated by Odoo follow the SEPA Direct Debit **PAIN.008.001.02** specifications, as required by the SEPA customer-to-bank `implementation guidelines `_, which ensures compatibility with the banks." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:139 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:142 msgid ":doc:`batch`" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:140 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:143 msgid ":doc:`SEPA Direct Debit for online payments <../../payment_providers/sdd>`" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:141 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:144 msgid "`SEPA guidelines `_" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:145 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:148 msgid "|sdd| rejections" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:147 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:150 msgid "|sdd| rejections can occur for several reasons, the most common being insufficient funds in the customer's account. With |sdd|, the recipient's account is credited before the funds are actually debited from the customer's account. As a result, if an |sdd| payment is later rejected, the bank automatically withdraws the amount of that payment from the recipient's account, and a new transaction for a negative amount is created to reflect the |sdd| rejection." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:153 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:156 msgid "In this case, you must reverse the journal entry associated with the rejected payment and reconcile the reversal of the journal entry with the transaction for the |sdd| rejection. To do so, follow these steps:" msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:157 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:160 msgid "Access the invoice linked to the rejected |sdd| payment." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:158 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:161 msgid "Click the :icon:`fa-info-circle` :guilabel:`(information)` icon in the footer of the :guilabel:`Invoice Lines` tab, then click :guilabel:`View` to access the payment associated with the invoice." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:161 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:164 msgid "Click the :guilabel:`Journal entry` smart button to access the related journal entry." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:162 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:165 msgid "Click :guilabel:`Reverse entry`, optionally edit the fields in the popup, then click :guilabel:`Reverse`. A reversal entry is created with a :guilabel:`Reference` mentioning the initial journal entry. As a result, the invoice is marked as :guilabel:`Not paid`." msgstr "" -#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:165 +#: ../../content/applications/finance/accounting/payments/batch_sdd.rst:168 msgid ":ref:`Access the bank journal's reconciliation view ` and :ref:`reconcile ` the transaction created for the |sdd| rejection with the reversal of the entry related to the payment." msgstr "" @@ -6758,7 +6764,8 @@ msgid "You can send reminder emails in batches from the :guilabel:`Follow-up Rep msgstr "" #: ../../content/applications/finance/accounting/payments/follow_up.rst:93 -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:101 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:19 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:165 msgid ":doc:`/applications/essentials/in_app_purchase`" msgstr "" @@ -6927,7 +6934,7 @@ msgstr "" msgid "Online payments" msgstr "" -#: ../../content/applications/finance/accounting/payments/online.rst:11 +#: ../../content/applications/finance/accounting/payments/online.rst:7 msgid "To make it more convenient for your customers to pay the invoices you issue, you can activate the **Invoice Online Payment** feature, which adds a *Pay Now* button on their **Customer Portal**. This allows your customers to see their invoices online and pay directly with their favorite payment method, making the payment process much easier." msgstr "" @@ -6935,23 +6942,23 @@ msgstr "" msgid "Payment provider choice after having clicked on \"Pay Now\"" msgstr "" -#: ../../content/applications/finance/accounting/payments/online.rst:23 +#: ../../content/applications/finance/accounting/payments/online.rst:19 msgid "Make sure your :doc:`payment providers are correctly configured <../../payment_providers>`." msgstr "" -#: ../../content/applications/finance/accounting/payments/online.rst:26 +#: ../../content/applications/finance/accounting/payments/online.rst:22 msgid "By default, \":doc:`Wire Transfer `\" is the only payment provider activated, but you still have to fill out the payment details." msgstr "" -#: ../../content/applications/finance/accounting/payments/online.rst:29 +#: ../../content/applications/finance/accounting/payments/online.rst:25 msgid "To activate the Invoice Online Payment, go to :menuselection:`Accounting --> Configuration --> Settings --> Customer Payments`, enable **Invoice Online Payment**, and click on *Save*." msgstr "" -#: ../../content/applications/finance/accounting/payments/online.rst:33 +#: ../../content/applications/finance/accounting/payments/online.rst:29 msgid "Customer Portal" msgstr "" -#: ../../content/applications/finance/accounting/payments/online.rst:35 +#: ../../content/applications/finance/accounting/payments/online.rst:31 msgid "After issuing the invoice, click on *Send & Print* and send the invoice by email to the customer. They will receive an email with a link that redirects them to the invoice on their **Customer Portal**." msgstr "" @@ -6959,7 +6966,7 @@ msgstr "" msgid "Email with a link to view the invoice online on the Customer Portal." msgstr "" -#: ../../content/applications/finance/accounting/payments/online.rst:42 +#: ../../content/applications/finance/accounting/payments/online.rst:38 msgid "They can choose which Payment Provider to use by clicking on *Pay Now*." msgstr "" @@ -6967,70 +6974,10 @@ msgstr "" msgid "\"Pay now\" button on an invoice in the Customer Portal." msgstr "" -#: ../../content/applications/finance/accounting/payments/online.rst:49 +#: ../../content/applications/finance/accounting/payments/online.rst:45 msgid ":doc:`/applications/finance/payment_providers`" msgstr "" -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:3 -msgid "Install the patch to disable online invoice payment" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:5 -msgid "Following recent changes in Odoo 16, you might be warned that disabling the :guilabel:`Invoice Online Payment` setting will uninstall modules. If you want to disable the feature without uninstalling modules, follow the steps below to install the module **Payment - Account / Invoice Online Payment Patch**." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:0 -msgid "If your Odoo database is created after the module **Payment - Account / Invoice Online Payment Patch** was released, you don't have anything to do." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:0 -msgid "To check if the module is already installed, go to :guilabel:`Apps`, remove the `Apps` filter, and search for `account_payment`. If the module **Payment - Account / Invoice Online Payment Patch** is present and marked as installed, your Odoo database is already up-to-date and you are able to disable the feature without side-effect." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:19 -msgid "Update Odoo to the latest release" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:21 -msgid "The possibility to disable the :guilabel:`Invoice Online Payment` setting without side-effect is made available through a new Odoo module; to be able to install it, you must make sure that your Odoo source code is up-to-date." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:25 -msgid "If you use Odoo on Odoo.com or Odoo.sh platform, your code is already up-to-date and you can proceed to the next step." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:28 -msgid "If you use Odoo with an on-premise setup or through a partner, you must update your installation as detailed in :doc:`this documentation page `, or by contacting your integrating partner." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:33 -msgid "Update the list of available modules" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:35 -msgid "New modules must be *discovered* by your Odoo instance to be available in the **Apps** menu." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:37 -msgid "To do so, activate the :ref:`developer mode `, and go to :menuselection:`Apps --> Update Apps List`. A wizard will ask for confirmation." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:41 -msgid "Install the module Invoice Online Payment Patch" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:44 -msgid "You should never install new modules in your production database without first testing them in a duplicate or staging environment. For Odoo.com customers, a duplicate database can be created from the database management page. For Odoo.sh users, you should use a staging or duplicate database. For on-premise users, you should use a staging environment---contact your integrating partner for more information regarding how to test a new module in your particular setup." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:50 -msgid "The module should now be available in your :guilabel:`Apps` menu. Remove the ``Apps`` filter and search for ``account_payment``; the module :guilabel:`Payment - Account / Invoice Online Payment Patch` should be available for installation. If you cannot find the module after having updated the list of available modules, it means your Odoo source code is not up-to-date; refer to step one of this page." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/online/install_portal_patch.rst:56 -msgid "Once the module is installed, disabling the feature will work as intended and will not ask you to uninstall installed applications or modules." -msgstr "" - #: ../../content/applications/finance/accounting/payments/pay_checks.rst:3 msgid "Pay by checks" msgstr "" @@ -7794,8 +7741,8 @@ msgid "Each budgetary position can have any number of accounts from the chart of msgstr "" #: ../../content/applications/finance/accounting/reporting/budget.rst:32 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:120 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:159 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:218 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:257 msgid "Use case" msgstr "" @@ -9059,7 +9006,7 @@ msgid "**Default taxes** are automatically set up according to the country selec msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:38 -msgid "Activate sales taxes from the list view" +msgid "Activate taxes from the list view" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:40 @@ -11313,7 +11260,7 @@ msgid "Automatically" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:40 -msgid "Vendor bills can be automatically created by **sending an email** to an :ref:`email alias ` associated with the purchase journal, or by **uploading a PDF** in :menuselection:`Accounting --> Vendors --> Bills` and then clicking :guilabel:`Upload`." +msgid "Vendor bills can be automatically created by **sending an email** to an :ref:`email alias ` associated with the purchase journal, or by :ref:`uploading a PDF `." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:45 @@ -11321,102 +11268,106 @@ msgid "Once the bill is uploaded, the PDF document appears on the right side of msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:47 -msgid "Bills can be :doc:`digitized ` for automatic completion." +msgid "Bills can be :doc:`digitized ` for automatic completion and :ref:`matched with purchase orders ` to replace OCR-detected data with the existing purchase order's details." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:48 +#: ../../content/applications/finance/accounting/vendor_bills.rst:51 msgid "Services such as digitizing scanned or PDF vendor bills in Odoo require :doc:`In-App Purchase (IAP) ` credit or tokens." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:54 -msgid "Bill completion" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills.rst:56 -msgid "Whether the bill is created manually or automatically, make sure the following fields are appropriately completed:" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills.rst:59 -msgid ":guilabel:`Vendor`: Odoo automatically fills in some information based on the information on the vendor's contact record as well as previous purchase orders and bills." +#: ../../content/applications/finance/accounting/vendor_bills.rst:55 +msgid ":ref:`Vendor bills matching with purchase orders `" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:61 -msgid ":guilabel:`Bill Reference`: Add the sales order reference provided by the vendor. This field is used to :ref:`match ` the products when they are received." +msgid "Bill completion" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:63 -msgid ":guilabel:`Auto-Complete`: Select a past bill/purchase order to complete the document automatically. The :guilabel:`Vendor` field should be completed before completing this field." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills.rst:65 -msgid ":guilabel:`Bill Date`: Select the document's issuance date." +msgid "Whether the bill is created manually or automatically, make sure the following fields are appropriately completed:" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:66 -msgid ":guilabel:`Accounting Date`: Update the document's accounting registration date if needed." +msgid ":guilabel:`Vendor`: Odoo automatically fills in some information based on the information on the vendor's contact record as well as previous purchase orders and bills." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:67 -msgid ":guilabel:`Payment Reference`: The :guilabel:`Memo` field automatically includes the payment reference once the payment is registered." +#: ../../content/applications/finance/accounting/vendor_bills.rst:68 +msgid ":guilabel:`Bill Reference`: Add the sales order reference provided by the vendor. This field is used to :ref:`match ` the products when they are received." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:69 -msgid ":guilabel:`Recipient Bank`: Indicates the account number to which the payment will be made. This field is required when paying via batch payment files (such as :ref:`NACHA ` and :doc:`SEPA `)." +#: ../../content/applications/finance/accounting/vendor_bills.rst:70 +msgid ":guilabel:`Auto-Complete`: Select a past bill/purchase order to complete the document automatically. The :guilabel:`Vendor` field should be completed before completing this field." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:72 -msgid ":guilabel:`Due Date` or :guilabel:`Payment Terms` must be specified for the bill payment." +msgid ":guilabel:`Bill Date`: Select the document's issuance date." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills.rst:73 +msgid ":guilabel:`Accounting Date`: Update the document's accounting registration date if needed." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:74 +msgid ":guilabel:`Payment Reference`: The :guilabel:`Memo` field automatically includes the payment reference once the payment is registered." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:76 +msgid ":guilabel:`Recipient Bank`: Indicates the account number to which the payment will be made. This field is required when paying via batch payment files (such as :ref:`NACHA ` and :doc:`SEPA `)." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:79 +msgid ":guilabel:`Due Date` or :guilabel:`Payment Terms` must be specified for the bill payment." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills.rst:80 msgid ":guilabel:`Journal`: Select which journal should record the bill and in which :doc:`currency `." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:77 +#: ../../content/applications/finance/accounting/vendor_bills.rst:84 msgid "Multiple bills for the same purchase order may be issued if the vendor is on back-order and sends invoices as products are shipped or if the vendor sends partial bills or requests a deposit. In this case, multiple bills may have the same :guilabel:`Bill Reference`." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:84 +#: ../../content/applications/finance/accounting/vendor_bills.rst:91 msgid "Bill confirmation" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:86 +#: ../../content/applications/finance/accounting/vendor_bills.rst:93 msgid "Click :guilabel:`Confirm` when the document is completed. The status changes to :guilabel:`Posted`, and a journal entry is generated based on the vendor bill information. On confirmation, Odoo assigns each vendor bill a unique number from a defined :doc:`sequence `." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:91 +#: ../../content/applications/finance/accounting/vendor_bills.rst:98 msgid "Once confirmed, a vendor bill can no longer be updated. Click :guilabel:`Reset to draft` if changes are required." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:99 +#: ../../content/applications/finance/accounting/vendor_bills.rst:106 msgid "To register a payment, click on :guilabel:`Register Payment`. In the :guilabel:`Register Payment` window, select the :guilabel:`Journal`, the :guilabel:`Payment Method`, the :guilabel:`Amount`, and the :guilabel:`Currency`." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:103 +#: ../../content/applications/finance/accounting/vendor_bills.rst:110 msgid "When the :guilabel:`Amount` paid is less than the total remaining amount on the vendor bill, the payment is :ref:`partial `, and the :guilabel:`Payment Difference` field displays the outstanding balance." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:107 +#: ../../content/applications/finance/accounting/vendor_bills.rst:114 msgid "The :guilabel:`Memo` field is filled automatically if the :guilabel:`Payment Reference` has been set correctly on the vendor bill. If the field is empty, select the vendor invoice number as a reference." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:111 +#: ../../content/applications/finance/accounting/vendor_bills.rst:118 msgid "Then click :guilabel:`Create payment`. An :guilabel:`In Payment`/:guilabel:`Partial` banner appears on the bill until it is :doc:`reconciled ` and its status updates to :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:122 +#: ../../content/applications/finance/accounting/vendor_bills.rst:129 msgid "Aged payable report" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:124 +#: ../../content/applications/finance/accounting/vendor_bills.rst:131 msgid "To get an overview of the open vendor bills and their due dates, go to :menuselection:`Accounting --> Reporting --> Aged payable`." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:127 +#: ../../content/applications/finance/accounting/vendor_bills.rst:134 msgid "Click the :icon:`fa-caret-right` :guilabel:`(right arrow)` icon next to a vendor to view the details of all their outstanding bills, including the due dates and amounts." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills.rst:131 +#: ../../content/applications/finance/accounting/vendor_bills.rst:138 msgid "Click :guilabel:`PDF` or :guilabel:`XLSX` to generate a PDF or XLSX file, respectively." msgstr "" @@ -11839,107 +11790,187 @@ msgid "Therefore, at the end of December, bills A and B are fully recognized as msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:3 -msgid "AI-powered document digitization" +msgid "Document digitization" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:5 -msgid "**Invoice digitization** is the process of converting paper documents into vendor bill and customer invoice forms in your accounting." +msgid "Document digitization refers to the process of converting paper or digital documents into records in a database. Using :abbr:`OCR (optical character recognition)` and artificial intelligence technologies, Odoo reads the content and automatically creates and fills in the record's details. This process is mainly used for vendor bills (or refunds)." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:8 -msgid "Odoo uses :abbr:`OCR (optical character recognition)` and artificial intelligence technologies to recognize the content of the documents. Vendor bill and customer invoice forms are automatically created and populated based on the scanned invoices." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:11 +msgid "Although less common, this digitization process can also be applied to customer invoices and credit notes. The :ref:`settings ` need to be adjusted accordingly." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:13 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:16 msgid "`Test Odoo's invoice digitization `_" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:14 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:17 msgid "`Odoo Tutorials: Vendor Bill Digitization `_" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:20 -msgid "In :menuselection:`Accounting --> Configuration --> Settings --> Digitization`, check the box :guilabel:`Document Digitization` and choose whether :guilabel:`Vendor Bills` and :guilabel:`Customer Invoices` (this includes customer credit notes) should be processed automatically or on demand." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:26 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings` and navigate to the :guilabel:`Digitization` section. Enable the :guilabel:`Document Digitization` option and choose whether :guilabel:`Vendor Bills` should be processed automatically or on demand." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:25 -msgid "If you enable the :guilabel:`Single Invoice Line Per Tax` option, only one line is created per tax in the new bill, regardless of the number of lines on the invoice." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:31 +msgid "If the :guilabel:`Single Invoice Line Per Tax` option is enabled, only one line is created per tax in the new vendor bill, regardless of the number of lines on it." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:29 -msgid "Invoice upload" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:37 +msgid "Vendor bills upload" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:32 -msgid "Upload invoices manually" -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:34 -msgid "From the :guilabel:`Accounting Dashboard`, click on the :guilabel:`Upload` button of your vendor bills journal. Alternatively, go to :menuselection:`Accounting --> Customers --> Invoices` or :menuselection:`Accounting --> Vendors --> Bills` and select :guilabel:`Upload`." -msgstr "" - -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:42 -msgid "Upload invoices using an email alias" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:39 +msgid "Vendor bills are :ref:`uploaded manually ` or sent to a :ref:`designated email alias ` to be digitized. Once the bill is uploaded, the document preview appears on the right side of the screen." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:44 -msgid "You can configure your connected scanner to send scanned documents to an email alias. Emails sent to these aliases are converted into new draft customer invoices or vendor bills." +msgid ":doc:`Vendor bills <../vendor_bills>`" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:47 -msgid "You can modify the email alias of a journal. To do so, go to the :guilabel:`Settings` app. Under :guilabel:`General Settings: Discuss`, enable :guilabel:`Custom Email Servers`, add an :guilabel:`Alias Domain`, and :guilabel:`Save`." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:49 +msgid "Manual upload" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:51 -msgid "The email alias is now available in the :guilabel:`Advanced Settings` tab of the journal. Emails sent to this address will be converted automatically into new invoices or bills." +msgid "From the :guilabel:`Accounting Dashboard`, click :guilabel:`Upload` on the :guilabel:`Vendor Bills` journal." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:55 -msgid "If you use the :doc:`Documents ` app, you can automatically send your scanned invoices to the :guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`)." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:57 +msgid "Upload via email alias" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:59 -msgid "The default email aliases `vendor-bills@` and `customer-invoices@` followed by the :guilabel:`Alias Domain` you set are automatically created for the :guilabel:`Vendor Bills` and :guilabel:`Customer Invoices` journals, respectively. Emails sent to these addresses are converted automatically into new invoices or bills." +msgid "Vendor bills can be uploaded via an email alias associated with the relevant journal in two ways:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:61 +msgid "scanned from a connected scanner configured to send email to an email alias;" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:62 +msgid "sent directly to an email alias." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:64 -msgid "To change a default email alias, go to :menuselection:`Accounting --> Configuration --> Accounting: Journals`. Select the journal you want to edit, click on the :guilabel:`Advanced Settings` tab, and edit the `Email Alias`." +msgid "Each PDF attached to the email is automatically converted into a new draft vendor bill." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:69 -msgid "Invoice digitization" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:67 +msgid "Only PDF and XML formats are processed via an email alias associated with a journal." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:71 -msgid "According to your settings, the document is either processed automatically, or you need to click on :guilabel:`Send for digitization` to do it manually." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:68 +msgid "JPEG files must be processed via :ref:`email alias in the Documents app `." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:70 +msgid "To add an email alias to a journal, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:72 +msgid "Make sure an :doc:`alias domain <../../../websites/website/configuration/domain_names>` has been configured." msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:74 -msgid "Once the data is extracted from the PDF, you can correct it if necessary by clicking on the respective tags (available in :guilabel:`Edit` mode) and selecting the proper information instead." +msgid "The default email alias `vendor-bills@` followed by the alias domain is automatically created and available in the :guilabel:`Advanced Settings` tab of the :guilabel:`Vendor Bills` journal." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:78 -msgid "Data recognition with AI" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:76 +msgid "To change a default email alias, go to :menuselection:`Accounting --> Configuration --> Journals`, select the corresponding journal, and edit the :guilabel:`Email Alias` in the :guilabel:`Advanced Settings` tab." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:80 -msgid "It is essential to review and correct (if needed) the information uploaded during digitization. Then, you have to post the document by clicking on :guilabel:`Confirm`. In this manner, the AI learns, and the system identifies the correct data for future digitizations." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:79 +msgid "Configure the connected scanner to send scanned documents to the email alias, if needed." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:87 -msgid "The **invoice digitization** is an In-App Purchase (IAP) service that requires prepaid credits to work. Digitizing one document consumes one credit." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:82 +msgid "Alternatively, an :ref:`email alias in the Documents app ` can be used to automatically send vendor bills to the :guilabel:`Finance` :ref:`workspace ` (e.g., `inbox-financial@example.odoo.com`)." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:90 -msgid "To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Digitization` and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on :guilabel:`View My Services`." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:89 +msgid "Digitization and data recognition with AI" msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:95 -msgid "Enterprise Odoo users with a valid subscription get free credits to test IAP features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases." +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:91 +msgid "Depending on the :ref:`settings `, documents are either automatically digitized or require manual processing if digitization is set to on-demand only." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:100 -msgid "`Our Privacy Policy `_" +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:94 +msgid "To manually digitize an :ref:`uploaded document `, click :guilabel:`Digitize document`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:97 +msgid "Once the document has been digitized, a blue banner appears; click :icon:`oi-arrow-right` :guilabel:`Refresh` if needed. Review and correct any information uploaded during digitization: click on the related field(s) to edit them, or click :guilabel:`Reload AI data` to refresh the data." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:101 +msgid "Then, click :guilabel:`Confirm` to post the document." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:104 +msgid "Once a document has been digitized, the :guilabel:`Vendor` field remains empty if the vendor doesn't exist in the database. To add it, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` in the :guilabel:`Vendor` field; the vendor name appears highlighted in the document preview on the right. Click it to open a new vendor form with the name pre-filled." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:110 +msgid "The following vendor bill fields are recognized by OCR:" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:112 +msgid ":guilabel:`Vendor`, :guilabel:`Bill Reference`, :guilabel:`Bill Date`, :guilabel:`Payment Reference` (only in the Belgian +++xxx/xxxx/xxxxx+++ format), :guilabel:`Recipient Bank`, :guilabel:`Due Date`, and the currency (in a :doc:`multi-currency <../get_started/multi_currency>` environment and if the currency is activated)." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:116 +msgid "From the :guilabel:`Invoices Lines` tab: :guilabel:`Product` description/label, :guilabel:`Quantity`, unit :guilabel:`Price`, :guilabel:`Taxes` (if the :ref:`tax is activated `; this field is not recognized by OCR for the :doc:`Indian localization <../../fiscal_localizations/india>`), :guilabel:`Untaxed Amount`, and :guilabel:`Total`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:125 +msgid "Vendor bill matching with purchase orders" +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:127 +msgid "When a digitized vendor bill is recognized by OCR, Odoo first searches the database for a matching purchase order and its number. If a match is found, the system copies as much information as possible from the purchase order to the vendor bill. For example, the vendor :guilabel:`Bill Reference` number is overwritten by the :guilabel:`Vendor Reference` from the purchase order." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:133 +msgid "All changes are logged in the chatter." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:134 +msgid "A smart button linking to the related purchase order is available on the vendor bill." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:136 +msgid "To correct any mismatches, update the incorrect fields on the vendor bill." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:139 +msgid "Electronic vendor bills with embedded XML ensure more accurate and efficient processing." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:140 +msgid "Alternatively, the :ref:`Auto-complete ` feature can be used to transfer information from the purchase order to the vendor bill, without requiring OCR." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:149 +msgid "The document digitization feature is an In-App Purchase (IAP) service requiring prepaid credits. Digitizing one document uses one credit." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:152 +msgid "To buy credits, :ref:`go to the Settings app ` or :menuselection:`Accounting --> Configuration --> Settings`, navigate to the :guilabel:`Digitization` section, and click :guilabel:`Buy credits`." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:157 +msgid "Odoo Enterprise users with a valid subscription get free credits to test IAP features before purchasing more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:160 +msgid "XML files don't require OCR credits because they contain structured data that can be processed directly, without OCR." +msgstr "" + +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:164 +msgid "`Odoo In-App Purchase Privacy Policy `_" msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/sequence.rst:3 @@ -25629,6 +25660,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:110 #: ../../content/applications/finance/fiscal_localizations/italy.rst:505 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:140 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:212 msgid "Invoices" msgstr "" @@ -31173,31 +31205,121 @@ msgstr "" msgid "Repeat this operation for all contacts related to the **agriculture** industry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:96 -msgid "TicketBAI" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/spain.rst:98 -msgid "`Ticket BAI `_ or **TBAI** is an e-Invoicing system used by the Basque government and its three provincial councils (Álava, Biscay, and Gipuzkoa)." +#: ../../content/applications/finance/fiscal_localizations/spain.rst:99 +msgid "Veri*Factu" msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:102 +msgid "Producers of Veri*Factu billing systems must self-certify their compliance with the regulations. :download:`Download Odoo's \"declaración responsable\"`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:105 +msgid "**Veri*Factu** is an e-Invoicing system used by the Spanish Tax Agency. It is mandatory for most taxpayers in Spain, except for those who use the SII system or are under a regional tax regime (i.e., TicketBai)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:109 +msgid "Odoo allows :ref:`invoices ` and Point of Sale :ref:`orders ` to be automatically sent to the tax authorities." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:117 +msgid "To enable **Veri\\*Factu**, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:119 +msgid "Open the Settings app to make sure your company's :guilabel:`Country` and :guilabel:`Tax ID` are correctly set in the :ref:`Companies ` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:121 +msgid ":ref:`Install ` the :guilabel:`Spain - Veri*Factu (l10n_es_edi_verifactu)` module." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:123 +msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, scroll to the :guilabel:`Veri\\*Factu` section, check the :guilabel:`Enable Veri*Factu` option, and click :icon:`oi-arrow-right` :guilabel:`Manage certificates` to add a certificate." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:126 +msgid "In the :guilabel:`Certificates for Veri\\*Factu` list view, click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:127 +msgid "Click :guilabel:`Upload your file`, then select a certificate file and enter the :guilabel:`Password` needed to open the certificate (if there is one)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:131 +msgid "At least one certificate has to be uploaded." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:132 +msgid "By default Veri*Factu is in testing mode. The data is sent to test servers and is not considered official. When official data can be sent to the production servers, go to the :guilabel:`Veri\\*Factu` section in the :guilabel:`Settings` and disable :guilabel:`Test Environment`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:142 +msgid "Once an :doc:`invoice <../../finance/accounting/customer_invoices>` is confirmed, it can be :ref:`sent `. In the :guilabel:`Send` window, the Veri*Factu option is available if Veri*Factu has been enabled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:146 +msgid "Click :guilabel:`Send` to generate a JSON file containing the invoice details. This file is stored as a Veri*Factu document. In the :guilabel:`Veri*Factu` tab, all corresponding documents are listed by their creation date and current status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:151 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:176 +msgid "To download a JSON file, click on its document in the :guilabel:`Veri*Factu` tab. Then, in the :guilabel:`Open: Veri*Factu Documents` window, click the link in the :guilabel:`JSON` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:155 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:180 +msgid "The document should be sent to the :abbr:`AEAT (Agencia Estatal de Administración Tributaria)` immediately. However, it may be delayed due to mandatory waiting periods between submissions required by the :abbr:`AEAT (Agencia Estatal de Administración Tributaria)`. In such cases, the document is automatically sent the next time a scheduled action runs." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:159 +msgid "A Veri\\*Factu **QR code** appears on the invoice PDF. Scan this code to verify that the invoice has been received and recognized by the :abbr:`AEAT (Agencia Estatal de Administración Tributaria)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:166 +msgid "Point of sale orders" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:168 +msgid "Once an order has been :ref:`paid `, a JSON file containing the order details is generated. This file is stored as a Veri*Factu document." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:171 +msgid "Go to :menuselection:`Point of Sale --> Orders --> Orders`. In the :guilabel:`Orders` list view, select the relevant order. In the :guilabel:`Veri*Factu` tab, all the corresponding documents are listed by their creation date and current status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:185 +msgid "If an invoice is generated for an order during the payment process, the Veri*Factu document is :ref:`created and sent for the invoice ` instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:189 +msgid "A Veri\\*Factu **QR code** appears on the order receipt, even if an invoice is created for the order. Scan this code to verify that the invoice has been received and recognized by the :abbr:`AEAT (Agencia Estatal de Administración Tributaria)`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:194 +msgid "TicketBAI" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:196 +msgid "`Ticket BAI `_ or **TBAI** is an e-Invoicing system used by the Basque government and its three provincial councils (Álava, Biscay, and Gipuzkoa)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:200 msgid "Odoo supports the **TicketBAI (TBAI)** electronic invoicing format for all three regions of the **Basque Country**. To enable **TicketBAI**, set your company's :guilabel:`Country` and :guilabel:`Tax ID` under :menuselection:`Settings --> General Settings` in the :guilabel:`Companies` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:107 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:205 msgid "Then, :ref:`install ` the module :guilabel:`Spain -TicketBAI (l10n_es_edi_TBAI)`, go to :menuselection:`Accounting --> Configuration --> Settings`, and select a **region** in the :guilabel:`Spain Localization` section's :guilabel:`Tax Agency for TBAI` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:111 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:209 msgid "Once a region is selected, click :guilabel:`Manage certificates (SII/TicketBAI)`, then click :guilabel:`New`, upload the certificate, and enter the password provided by the tax agency." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:115 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:213 msgid "If you are testing certificates, enable :guilabel:`Test Mode` in the :guilabel:`Spain Localization` section, which can be found under :guilabel:`Accounting` in the **Settings** app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:122 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:220 msgid "Once an invoice has been :doc:`created <../../finance/accounting/customer_invoices>` and confirmed, a TicketBAI **banner** appears at the top." msgstr "" @@ -31205,15 +31327,15 @@ msgstr "" msgid "TicketBAI banner at the top of the invoice once sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:128 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:226 msgid "Odoo sends invoices through TicketBAI automatically every **24 hours**. However, you can click :guilabel:`Process now` to send the invoice immediately." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:131 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:229 msgid "When the invoice is **sent**, the status of the field :guilabel:`Electronic Invoice` changes to :guilabel:`Sent`, and the XML file can be found in the **chatter**. Under the :guilabel:`EDI Documents` tab, you can see the traceability of other generated documents related to the invoice (e.g., if the invoice should also be sent through the **SII**, it will appear here)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:137 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:235 msgid "The TBAI **QR code** is displayed on the invoice PDF." msgstr "" @@ -31221,59 +31343,59 @@ msgstr "" msgid "QR code of the TicketBAI on the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:143 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:241 msgid "FACe" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:145 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:243 msgid "`FACe `_ is the e-Invoicing platform used by the public administrations in Spain to send electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:148 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:246 msgid "Before configuring the :abbr:`FACe (General Entrance for Electronic Invoices)` system, :ref:`install ` the :guilabel:`Spain - Facturae EDI (l10n_es_edi_facturae)` module and other **Facturae EDI**-related modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:152 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:250 msgid "To enable FACe, go to :menuselection:`Settings --> General Settings`, click :guilabel:`Update Info` in the :guilabel:`Companies` section, then click :guilabel:`Update Info` and set the :guilabel:`Country` and :guilabel:`Tax ID` of your company. Next, add the :guilabel:`Facturae signature certificate` by clicking :guilabel:`Add a line`, uploading the certificate provided by the tax agency, and entering the provided password." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:161 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:259 msgid "Once you have :doc:`created <../../finance/accounting/customer_invoices>` an invoice and confirmed it, click :guilabel:`Send & Print`. Make sure :guilabel:`Generate Facturae edi file` is enabled, and click :guilabel:`Send & Print` again. Once the invoice is sent, the generated XML file is available in the **chatter**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:167 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:265 msgid "The file is **NOT** automatically sent. You have to send it yourself manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:170 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:268 msgid "You can send **FACe** XML files in batch through `the governmental portal `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:173 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:271 msgid "Administrative centers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:175 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:273 msgid "In order for **FACe** to work with **administrative centers**, the invoice *must* include specific data about the centers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:179 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:277 msgid "Make sure to have the :guilabel:`Spain - Facturae EDI - Administrative Centers Patch (l10n_es_edi_facturae_adm_centers)` module :ref:`installed `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:182 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:280 msgid "To add **administrative centers**, create a new **contact** to add to the **partner** company. Select :guilabel:`FACe Center` as the **type**, assign one or more **role(s)** to that contact, and :guilabel:`Save`. The **three** roles usually required are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:186 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:284 msgid "Órgano gestor: :guilabel:`Receptor` (Receiver);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:187 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:285 msgid "Unidad tramitadora: :guilabel:`Pagador` (Payer);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:188 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:286 msgid "Oficina contable: :guilabel:`Fiscal` (Fiscal)." msgstr "" @@ -31281,15 +31403,15 @@ msgstr "" msgid "Administrative center contact form for public entities." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:194 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:292 msgid "If administrative centers need different :guilabel:`Codes` per role, you *must* create different centers for each role." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:196 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:294 msgid "When an electronic invoice is created using a partner with **administrative centers**, *all* administrative centers are included in the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:198 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:296 msgid "You can add one contact with multiple roles or multiple contacts with a different role each." msgstr "" @@ -34152,7 +34274,7 @@ msgid "Select the provider and configure the :guilabel:`Credentials` tab." msgstr "" #: ../../content/applications/finance/payment_providers.rst:194 -#: ../../content/applications/finance/payment_providers/sdd.rst:42 +#: ../../content/applications/finance/payment_providers/sdd.rst:47 #: ../../content/applications/finance/payment_providers/stripe.rst:37 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:52 msgid "Set the :guilabel:`State` field to :guilabel:`Enabled`." @@ -34489,7 +34611,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/mollie.rst:31 #: ../../content/applications/finance/payment_providers/paypal.rst:121 #: ../../content/applications/finance/payment_providers/razorpay.rst:54 -#: ../../content/applications/finance/payment_providers/sdd.rst:53 +#: ../../content/applications/finance/payment_providers/sdd.rst:58 #: ../../content/applications/finance/payment_providers/sips.rst:32 #: ../../content/applications/finance/payment_providers/stripe.rst:118 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:58 @@ -35605,7 +35727,7 @@ msgid "SEPA (Single Euro Payments Area) is a payment-integration initiative of t msgstr "" #: ../../content/applications/finance/payment_providers/sdd.rst:10 -msgid "SEPA Direct Debit (SDD) is a payment provider that allows future payments to be collected from customers' bank accounts based on a signed :ref:`SEPA Direct Debit mandate `. This mandate authorizes the recipient to automatically initiate one-time or :doc:`recurring ` payments using |sdd|." +msgid "SEPA Direct Debit (SDD) is a payment provider that allows future payments to be collected from customers' bank accounts based on a signed :ref:`SEPA Direct Debit mandate `. This is particularly useful for recurring payments based on a :doc:`subscription `." msgstr "" #: ../../content/applications/finance/payment_providers/sdd.rst:16 @@ -35620,72 +35742,76 @@ msgstr "" msgid "The :guilabel:`SEPA Direct Deposit (SDD)` feature must be enabled, and the company's :guilabel:`Creditor Identifier` must be defined in the :ref:`Accounting or Invoicing settings `." msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:24 -msgid "To configure **SEPA Direct Debit**:" +#: ../../content/applications/finance/payment_providers/sdd.rst:29 +msgid "To configure **SEPA Direct Debit**, follow these steps:" msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:26 +#: ../../content/applications/finance/payment_providers/sdd.rst:31 msgid ":ref:`Navigate to the SEPA Direct Debit payment provider `." msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:27 +#: ../../content/applications/finance/payment_providers/sdd.rst:32 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:32 msgid "In the :guilabel:`Configuration` tab, select whether the memo or :guilabel:`Communication` to be displayed alongside the payment instructions should be:" msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:30 +#: ../../content/applications/finance/payment_providers/sdd.rst:35 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:35 msgid ":guilabel:`Based on Document Reference`: the sales order or invoice number" msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:31 +#: ../../content/applications/finance/payment_providers/sdd.rst:36 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:36 msgid ":guilabel:`Based on Customer ID`: the customer identifier" msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:33 +#: ../../content/applications/finance/payment_providers/sdd.rst:38 msgid "Select the :guilabel:`Enable QR codes` check box to activate QR code payments." msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:36 +#: ../../content/applications/finance/payment_providers/sdd.rst:41 #: ../../content/applications/finance/payment_providers/wire_transfer.rst:41 msgid ":doc:`Additional accounting setup <../accounting/customer_invoices/epc_qr_code>` is required to use QR codes." msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:39 +#: ../../content/applications/finance/payment_providers/sdd.rst:44 msgid "Edit the default payment instructions in the :guilabel:`Messages` tab to include your **bank account number**. These instructions are displayed at the end of the checkout process on your ecommerce website or on the customer portal." msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:45 +#: ../../content/applications/finance/payment_providers/sdd.rst:50 msgid "Leave the :guilabel:`Currencies` field set to the default :guilabel:`EUR` tag to ensure |sdd| is only available for payments in euros." msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:47 +#: ../../content/applications/finance/payment_providers/sdd.rst:52 msgid "The :guilabel:`Bank Account` defined for the :guilabel:`Payment Journal` must be a valid IBAN." msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:50 +#: ../../content/applications/finance/payment_providers/sdd.rst:55 msgid "You can also test SEPA direct debit payments using the :ref:`payment_providers/test-mode`." msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:56 +#: ../../content/applications/finance/payment_providers/sdd.rst:61 msgid "Online payments with |sdd|" msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:58 +#: ../../content/applications/finance/payment_providers/sdd.rst:63 msgid "Customers selecting |sdd| as a payment method are prompted to enter their IBAN to complete the :ref:`SEPA Direct Debit mandate `." msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:61 -msgid "The |sdd| mandate is then automatically created in :guilabel:`Draft` based on the provided IBAN. To validate the information, customers must confirm each new mandate with a successful bank transfer of the expected amount **using the specified payment reference (communication)**. Once this initial payment is received and reconciled, the mandate is automatically validated and updated to the :guilabel:`Active` status. Once a mandate is active, it is reused for all subsequent payments made with the |sdd| payment method. You can then collect them by :ref:`uploading them to your online banking interface `." +#: ../../content/applications/finance/payment_providers/sdd.rst:66 +msgid "The |sdd| mandate is then automatically created in :guilabel:`Draft` based on the provided IBAN. To validate the information, customers must confirm each new mandate with a successful bank transfer of the expected amount **using the specified payment reference (communication)** defined in the :ref:`SEPA Direct Debit payment provider's form `. Once this initial payment is received and :doc:`reconciled <../accounting/bank/reconciliation>`, the mandate is automatically validated and updated to the :guilabel:`Active` status. Once a mandate is active, it is reused for all subsequent payments made with the |sdd| payment method. You can then collect them by :ref:`uploading them to your online banking interface `." msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:70 +#: ../../content/applications/finance/payment_providers/sdd.rst:76 msgid ":doc:`../accounting/payments/batch_sdd`" msgstr "" -#: ../../content/applications/finance/payment_providers/sdd.rst:73 -msgid "|sdd| is also available as a payment method through other providers, such as :doc:`adyen` and :doc:`buckaroo`. In these cases, |sdd| mandates are handled externally by the payment provider." +#: ../../content/applications/finance/payment_providers/sdd.rst:79 +msgid "Mandates are automatically :ref:`closed ` 36 months after the date of the last collection." +msgstr "" + +#: ../../content/applications/finance/payment_providers/sdd.rst:81 +msgid "|sdd| is also available as a payment method through other providers, such as :doc:`adyen`, :doc:`buckaroo`, and :doc:`stripe`. In these cases, |sdd| mandates are handled externally by the payment provider." msgstr "" #: ../../content/applications/finance/payment_providers/sips.rst:3 diff --git a/locale/sources/marketing.pot b/locale/sources/marketing.pot index 180d1e17e..f2dd2c08a 100644 --- a/locale/sources/marketing.pot +++ b/locale/sources/marketing.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: 2025-08-18 08:00+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -5792,35 +5792,35 @@ msgstr "" msgid "Odoo's *SMS Marketing* application can also help boost conversion rates around valuable actions, such as event registrations, free trials, purchases, etc., since text and mobile-based marketing channels typically yield higher :abbr:`CTOR (click-to-open rate)` and :abbr:`CTR (click-through rate)` outcomes." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:49 +#: ../../content/applications/marketing/sms_marketing.rst:55 msgid "SMS marketing dashboard" msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:51 +#: ../../content/applications/marketing/sms_marketing.rst:57 msgid "When the application is opened, Odoo displays the main :guilabel:`SMS Marketing` dashboard, which showcases the various SMS mailings that have been created, along with pertinent information and data related to that specific message." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:55 +#: ../../content/applications/marketing/sms_marketing.rst:61 msgid "The :icon:`oi-view-kanban` :guilabel:`Kanban` view is the default Odoo uses when the application is opened, which provides an organized display of the SMS mailings that have been created, and what their current status is at the moment." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:60 +#: ../../content/applications/marketing/sms_marketing.rst:66 msgid "An :abbr:`SMS (Short Message Service)` mailing can have one of the following statuses: :guilabel:`Draft`, :guilabel:`In Queue`, :guilabel:`Sending`, or :guilabel:`Sent`." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:63 +#: ../../content/applications/marketing/sms_marketing.rst:69 msgid "In the upper right corner of the main :guilabel:`SMS Marketing` dashboard, there are a few different view options to choose from. Each one provides a unique take on the same SMS information." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:66 +#: ../../content/applications/marketing/sms_marketing.rst:72 msgid "The :icon:`oi-view-list` :guilabel:`List` view provides the same useful data related to SMS mailings, but in a more traditional list layout." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:69 +#: ../../content/applications/marketing/sms_marketing.rst:75 msgid "The :icon:`fa-calendar` :guilabel:`Calendar` view shows when SMS mailings are scheduled or have been sent. Clicking a future date opens a blank SMS template to be scheduled for that date." msgstr "" -#: ../../content/applications/marketing/sms_marketing.rst:72 +#: ../../content/applications/marketing/sms_marketing.rst:78 msgid "Lastly, the :icon:`fa-area-chart` :guilabel:`Graph` view visualizes that same SMS-related data in series of graphs and charts. Odoo also provides various ways to sort and group the data for more detailed analysis." msgstr "" @@ -6599,6 +6599,138 @@ msgstr "" msgid "Add any necessary notes under the :guilabel:`Notes` tab. Finally, navigate away from the completed automation rule, or manually save (by clicking the :guilabel:`☁️ (cloud)` icon), to implement the change." msgstr "" +#: ../../content/applications/marketing/sms_marketing/twilio.rst:3 +msgid "SMS via Twilio" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:6 +msgid "What is Twilio" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:8 +msgid "Twilio is a third-party provider that enables you to send SMS messages to your clients. Odoo provides an easy way to use this service within your Odoo apps." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:12 +msgid "Why would I need it?" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:14 +msgid "Although Odoo already comes with an out-of-the-box (IAP) solution for SMS messages, it might not work in some countries with stricter legal requirements. Currently, Odoo registers itself when possible to avoid extra setup for its customers, however in some countries that is not enough and the client itself must do it. This can be done through Twilio." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:20 +msgid "Setup your Twilio account" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:22 +msgid "By creating a Twilio account, you will be able to create a virtual phone number from which you will be able to send SMS messages. These cost credits that are to be bought on Twilio, not Odoo." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:25 +msgid "Go to `Twilio `_" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:26 +msgid "Sign up and create a Twilio account" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:27 +msgid "Within your Twilio account, you can create multiple accounts (e.g. one for testing, one for each sub-company, etc.)" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:29 +msgid "Create a new account" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:31 +msgid "Enter the name, and select :guilabel:`Twilio` for the type" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:32 +msgid "Select your :guilabel:`Billing Country` and click :guilabel:`Create new account`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:33 +msgid "Select the different options that match your needs" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:35 +msgid "For the :guilabel:`Twilio product`, select :guilabel:`SMS`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:36 +msgid "For :guilabel:`How to build with Twilio`, select :guilabel:`With no code at all`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:37 +msgid "For your :guilabel:`goal`, select :guilabel:`3rd party integrations`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:38 +msgid "Click on :guilabel:`Get Started with Twilio`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:39 +msgid "You account is now created, and you should arrive on your :guilabel:`Dashboard`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:40 +msgid "Go to :menuselection:`Phone Numbers --> Manage --> Buy a number`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:41 +msgid "Buy a number (it is a paying service, but you should have received some credits to start with)" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:42 +msgid "Go back to bottom of the :guilabel:`Dashboard` page" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:43 +msgid "Copy the :guilabel:`Account SID` and :guilabel:`Auth Token`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:45 +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 `_" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:51 +msgid "Setup Odoo to use Twilio" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:53 +msgid ":ref:`Install ` the :guilabel:`Twilio SMS` module (`sms_twilio`)" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:54 +msgid "In Odoo, go to :menuselection:`Settings --> General Settings --> Contacts --> Send SMS`, select :guilabel:`Twilio` in the list of options, and save your change." +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:56 +msgid "Go back to that option, and click :guilabel:`Manage Twilio Connection`" +msgstr "" + +#: ../../content/applications/marketing/sms_marketing/twilio.rst:57 +msgid "Paste the copied credentials accordingly" +msgstr "" + +#: ../../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 "" diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 4ba719c48..6bd09ac36 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: 2025-07-15 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 \n" "Language-Team: LANGUAGE \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 `_. 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 `_." 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 `" -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 ` 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 ` 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 `." -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 `, 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 ""