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17 Commits

Author SHA1 Message Date
Jonathan
59e821d455 [FIX] discuss: broken link in ice_servers.rst 2023-06-21 12:00:34 +02:00
Christophe Monniez
476e019bff [FIX] deploy: reference the config parameter
The deploy documentation is assuming that `/etc/odoo.conf` is the
default config file, which is not the case.

With this commit, the configuration file references the cli
documentation.

closes odoo/documentation#4802

X-original-commit: 8aed7988ba
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Christophe Monniez (moc) <moc@odoo.com>
2023-06-20 14:17:21 +02:00
Christophe Monniez
dbf60af282 [IMP] maintain: switch to enterprise windows
* Update the title as `Upgrade Community to Enterprise` is confusing.
* Update 9.0 screenshots to more recent ones
* As the windows installer uses a real python interpreter, the install
  command is updated accordingly.

X-original-commit: f03b4ca649
Part-of: odoo/documentation#4802
2023-06-20 14:17:21 +02:00
Loredana Perazzo
573d201361 [IMP] pos: write content on the Payment Terminals page
task-3358474

closes odoo/documentation#4774

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
2023-06-19 17:43:07 +02:00
Antoine Vandevenne (anv)
8cffb57dae [FIX] legal: fix broken PDF link
Apply the fix of e6aa5dd0 to `terms_of_sale.rst` and
`terms_of_sale_fr.rst` that were forgotten.

closes odoo/documentation#4784

X-original-commit: c1ec0664bb
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2023-06-19 16:40:35 +02:00
Odoo Translation Bot
fae103d6b3 [I18N] Update translation terms from Transifex 2023-06-18 01:40:09 +02:00
KC (ksc)
d107b438cb [IMP] sales: updated pro-forma invoice doc
closes odoo/documentation#4756

X-original-commit: 3e4e8acfed
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-06-16 01:15:55 +02:00
Sam Lieber (sali)
7aa75380a8 [IMP] marketing: testing_running.rst format fixes
closes odoo/documentation#4743

X-original-commit: 4b327417b0
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-06-15 18:54:38 +02:00
Sam Lieber (sali)
a62e5958cb [IMP] marketing: workflow_activities.rst - Format fixes
closes odoo/documentation#4742

X-original-commit: a09ca7bd0f
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-06-15 18:54:36 +02:00
Sam Lieber (sali)
19f0d3d8a8 [IMP] Update rst for target_audiences.rst (v14)
closes odoo/documentation#4734

X-original-commit: 89c1c1b357
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-06-15 18:54:33 +02:00
“Audrey
52bf00663e [FIX] Adyen: Fix live/test URLs
closes odoo/documentation#4720

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-13 17:08:20 +02:00
Tom Aarab (toaa)
bf327d9200 [IMP] payment providers: PayPal
taskid-3184602.

16.0 -> Change extra fees category to :ref: main page payment provider
16.2 -> Remove Odoo credentials section
        Remove PDT identity token
        Remove merchant ID note
        Remove test mode section on environment test

Took the opportunity to redo the whole page.

closes odoo/documentation#4396

Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>
2023-06-13 11:14:40 +02:00
Tom Aarab (toaa)
b675584730 [IMP] accounting: OSS report
Added a section on where to find OSS reports and how to export them

task-3305037

closes odoo/documentation#4615

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-09 18:53:31 +02:00
Jonathan Castillo (jcs)
211268ee24 [IMP] accounting: follow-up reports
task-3316301

closes odoo/documentation#4691

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-09 17:51:15 +02:00
Loredana Perazzo
70f58a610d [IMP] pos: update the register customers section
task-3357882

closes odoo/documentation#4676

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Perazzo Loredana (lrpz) <lrpz@odoo.com>
2023-06-09 16:27:00 +02:00
Morfosys
7c627f985d [IMP] l10n: update links in mexico.rst
Update the link for Smarter Web to the appropriate landing page for
Odoo.

closes odoo/documentation#4678

X-original-commit: 7510b4bb23
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-09 13:55:53 +02:00
Benjamin Hanquin
4218ba7964 [IMP] odoo.sh: settings collaborators access matrix
Add the Upgrade submenu, Fix the Settings submenu to User only in
staging branches and improve the style in order to be similar to
supported versions matrix
(https://www.odoo.com/documentation/16.0/administration/maintain/supported_versions.html)

closes odoo/documentation#4677

X-original-commit: 98207740d5
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-06-09 13:55:50 +02:00
41 changed files with 866 additions and 434 deletions

View File

@@ -43,7 +43,7 @@ Configuration samples
* Show only databases with names beginning with 'mycompany'
in ``/etc/odoo.conf`` set:
in :ref:`the configuration file <reference/cmdline/config_file>` set:
.. code-block:: ini
@@ -55,7 +55,7 @@ in ``/etc/odoo.conf`` set:
was sent to ``www.mycompany.com`` or ``mycompany.co.uk``, but not
for ``www2.mycompany.com`` or ``helpdesk.mycompany.com``.
in ``/etc/odoo.conf`` set:
in :ref:`the configuration file <reference/cmdline/config_file>` set:
.. code-block:: ini
@@ -150,7 +150,7 @@ Configuration sample
* with 'pwd' as a password
* filtering only db with a name beginning with 'mycompany'
in ``/etc/odoo.conf`` set:
in :ref:`the configuration file <reference/cmdline/config_file>` set:
.. code-block:: ini
@@ -238,7 +238,7 @@ Configuration sample
* We'll use 8 workers + 1 for cron. We'll also use a monitoring system to measure cpu load, and check if it's between 7 and 7.5 .
* RAM = 9 * ((0.8*150) + (0.2*1024)) ~= 3Go RAM for Odoo
in ``/etc/odoo.conf``:
in :ref:`the configuration file <reference/cmdline/config_file>`:
.. code-block:: ini
@@ -273,7 +273,7 @@ Configuration sample
* Redirect http requests to https
* Proxy requests to odoo
in ``/etc/odoo.conf`` set:
in :ref:`the configuration file <reference/cmdline/config_file>` set:
.. code-block:: ini

View File

@@ -1,9 +1,9 @@
.. _setup/enterprise:
===============================
Upgrade Community to Enterprise
===============================
===================================
Switch from Community to Enterprise
===================================
Depending on your current installation, there are multiple ways to upgrade
your community version.
@@ -98,7 +98,7 @@ On Windows
.. code-block:: console
$ odoo.exe -d <database_name> -i web_enterprise --stop-after-init
$ ..\python\python.exe odoo-bin -d <database_name> -i web_enterprise --stop-after-init
* No need to manually launch the server, the service is running.
You should be able to connect to your Odoo Enterprise instance using your usual

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@@ -45,41 +45,101 @@ these databases if they have one, using their regular credentials.
In addition, they cannot use the webshell nor have access to the server logs.
+---------------------+-----------------+-----------+-----------+
| | | User | Admin |
+=====================+=================+===========+===========+
|Development | History | X | X |
+---------------------+-----------------+-----------+-----------+
| | 1-click connect | X | X |
+---------------------+-----------------+-----------+-----------+
| | Logs | X | X |
+---------------------+-----------------+-----------+-----------+
| | Shell/SSH | X | X |
+---------------------+-----------------+-----------+-----------+
| | Mails | X | X |
+---------------------+-----------------+-----------+-----------+
| | Settings | X | X |
+---------------------+-----------------+-----------+-----------+
|Production & Staging | History | X | X |
+---------------------+-----------------+-----------+-----------+
| | 1-click connect | | X |
+---------------------+-----------------+-----------+-----------+
| | Logs | | X |
+---------------------+-----------------+-----------+-----------+
| | Shell/SSH | | X |
+---------------------+-----------------+-----------+-----------+
| | Mails | | X |
+---------------------+-----------------+-----------+-----------+
| | Monitoring | | X |
+---------------------+-----------------+-----------+-----------+
| | Backups | | X |
+---------------------+-----------------+-----------+-----------+
| | Settings | X | X |
+---------------------+-----------------+-----------+-----------+
|Status | | X | X |
+---------------------+-----------------+-----------+-----------+
|Settings | | | X |
+---------------------+-----------------+-----------+-----------+
.. list-table::
:header-rows: 1
:widths: auto
* -
-
- User
- Admin
* - Development
- History
- |green|
- |green|
* -
- 1-click connect
- |green|
- |green|
* -
- Logs
- |green|
- |green|
* -
- Shell/SSH
- |green|
- |green|
* -
- Mails
- |green|
- |green|
* -
- Upgrade
- |green|
- |green|
* -
- Settings
- |green|
- |green|
* - Production & Staging
- History
- |green|
- |green|
* -
- 1-click connect
-
- |green|
* -
- Logs
-
- |green|
* -
- Shell/SSH
-
- |green|
* -
- Mails
-
- |green|
* -
- Monitoring
-
- |green|
* -
- Backups
-
- |green|
* -
- Upgrade
-
- |green|
* -
- Settings
- |green|\*
- |green|
* - Status
-
- |green|
- |green|
* - Settings
-
-
- |green|
.. note::
\* Only in staging branches
.. |green| raw:: html
<span class="text-success" style="font-size: 32px; line-height: 0.5">●</span>
.. |orange| raw:: html
<span class="text-warning" style="font-size: 32px; line-height: 0.5">●</span>
.. |red| raw:: html
<span class="text-danger" style="font-size: 32px; line-height: 0.5">●</span>
Public Access
=============

View File

@@ -4,8 +4,8 @@ Follow-up on invoices
A follow-up message can be sent to customers when a payment is overdue. Odoo helps you identify late
payments and allows you to schedule and send the appropriate reminders using **follow-up actions**
that trigger automatically one or more actions according to the number of overdue days. You can send
your follow-ups via different means such as email, post, or SMS.
that automatically trigger one or more actions according to the number of overdue days. You can send
your follow-ups via different means, such as email, post, or SMS.
.. seealso::
- `Odoo Tutorials: Payment Follow-up <https://www.odoo.com/slides/slide/payment-follow-up-1682>`_
@@ -48,7 +48,7 @@ options:
- **%(company_name)s**: User's company name.
.. tip::
To send a reminder before the actual due date is reached, set a negative number of due days.
Set a negative number of days to send a reminder before the actual due date.
Follow-up reports
=================
@@ -66,16 +66,15 @@ It is up to you to decide how to remind your customer. You can select :guilabel:
:guilabel:`Done` to view the next follow-up that needs your attention.
.. note::
- The contact information available on the invoice or on the contact form is used to send the
reminder.
- The contact information on the invoice or the contact form is used to send the reminder.
- When the reminder is sent, it is documented in the chatter of the invoice.
- If it is not the right time for a reminder, you can specify the :guilabel:`Next Reminder Date`
and click on :guilabel:`Remind me later`. You will get the next report according to the next
reminder date set on the statement.
.. tip::
Reconcile your bank statements right before launching your follow-up process to avoid sending a
reminder to a customer that has already paid you.
Reconcile all bank statements right before launching the follow-up process to avoid sending a
reminder to a customer that has already paid.
Debtor's trust level
--------------------

View File

@@ -2,68 +2,64 @@
EU intra-community distance selling
===================================
**Distance sales within the European Union** include cross-border sales of goods and services to a
private consumer (B2C) in another EU Member State when the seller doesn't meet face-to-face with the
customer. Organizations must ensure that the VAT on distance sales is paid to the Member State in
which the goods or services are delivered.
EU intra-community distance selling involves the cross-border trade of goods and services from
vendors registered for VAT purposes to individuals (B2C) located in a European Union member state.
The transaction is conducted remotely, typically through online platforms, mail orders, telephone,
or other means of communication.
EU intra-community distance selling is subject to specific VAT rules and regulations. The vendor
must charge VAT per the VAT rate applicable in the buyer's country.
.. note::
This remains true even if your organization is located outside of the European Union.
While this regulation mainly applies to :doc:`eCommerce <../../../websites/ecommerce>` sales to
private EU consumers, it is also valid for mail order sales and telesales.
The Union **One-Stop Shop (OSS)** is an online portal where businesses can register for the OSS and
declare their intra-community distance sales. Each EU member state integrates an online OSS portal.
The **EU intra-community Distance Selling** feature helps your organization comply with this
regulation by creating and configuring new :doc:`fiscal positions <fiscal_positions>` and
:doc:`taxes <../taxes>` based on your company's country.
.. seealso::
- `European Commission: OSS | Taxation and Customs Union
<https://ec.europa.eu/taxation_customs/business/vat/oss_en>`_
.. _eu_distance_selling/configuration:
This remains applicable even if the vendor is located outside of the European Union.
Configuration
=============
Go to :menuselection:`Accounting/Invoicing --> Settings --> Taxes`, then enable **EU intra-community
Distance Selling** (or **EU Digital Goods VAT** if you created your database before July 1, 2021),
and *Save*.
The **EU Intra-community Distance Selling** feature helps you comply with this regulation by
creating and configuring new **fiscal positions** and **taxes** based on your company's country. To
enable it, go to :menuselection:`Accounting --> Configuration --> Settings --> Taxes`, tick
:guilabel:`EU Intra-community Distance Selling`, and :guilabel:`Save`.
.. image:: eu_distance_selling/enable-feature.png
:align: center
:alt: EU intra-community Distance Selling feature in Odoo Accounting settings
.. important::
Please :ref:`upgrade the module <general/upgrade>` `l10n_eu_service` if you already installed it
before **July 1, 2021**, or if you activated the feature **EU Digital Goods VAT** in the
Accounting settings. Then, make sure to :ref:`refresh the tax mapping
<eu_distance_selling/refresh-mapping>`.
.. tip::
Whenever you add or modify taxes, you can automatically update your fiscal positions. To do so,
go to :menuselection:`Accounting/Invoicing --> Settings --> Taxes --> EU Intra-community Distance
Selling` and click on the :guilabel:`Refresh tax mapping`.
.. _eu_distance_selling/taxes:
Fiscal Positions and Taxes
==========================
Once enabled, the feature automatically creates all the necessary taxes and fiscal positions needed
for each EU member state, based on your company's country.
We highly recommend checking that the proposed mapping is suitable for the products and services you
sell before using it.
.. _eu_distance_selling/refresh-mapping:
Refresh tax mapping
-------------------
Whenever you add or modify taxes, you can update automatically your fiscal positions.
To do so, go to :menuselection:`Accounting/Invoicing --> Settings --> Taxes --> EU intra-community
Distance Selling` and click on the *Refresh tax mapping* button.
.. note::
We highly recommend checking that the proposed mapping is suitable for the products and services
you sell before using it.
.. seealso::
- :doc:`fiscal_positions`
- :doc:`../taxes`
- :doc:`../../fiscal_localizations`
- :doc:`fiscal_positions`
One-Stop Shop (OSS)
===================
The :abbr:`OSS (One-Stop Shop)` system introduced by the European Union simplifies VAT collection
for **cross-border** sales of goods and services. It primarily applies to business-to-consumer
**(B2C)** cases. With the OSS, businesses can register for VAT in their home country and use a
single online portal to handle VAT obligations for their sales within the EU. There are **two
primary schemes**: the **Union OSS** scheme for cross-border services and the **Import OSS** scheme
for goods valued at or below €150.
Reports
-------
To generate **OSS sales** or **OSS imports** reports and submit them onto the OSS portal, go to
:menuselection:`Accounting --> Reporting --> Tax Report`, click :guilabel:`Tax Report: Global
Summary`, and select either :guilabel:`OSS Sales` or :guilabel:`OSS Imports`. Once selected, click
on :guilabel:`PDF`, :guilabel:`XLSX`, or :guilabel:`XML` in the top-left corner. This generates the
currently-opened report in the selected format. Once generated, log into the platform of your
competent federal authority to submit it onto the OSS portal.
.. image:: eu_distance_selling/oss-report.png
:alt: OSS reports view
.. seealso::
- `European Commission: OSS | Taxation and Customs Union <https://ec.europa.eu/taxation_customs/business/vat/oss_en>`_

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@@ -33,7 +33,7 @@ localization in Odoo, it is necessary to meet the following requirements:
<https://www.gob.mx/sat/acciones-y-programas/certificado-de-sello-digital>`_ (CSD).
#. Choose a PAC and purchase stamps. Currently the Mexican location in Odoo works with the following
PACs: `Solución Factible <https://solucionfactible.com/>`_, `Quadrum (formerly Finkok)
<https://cfdiquadrum.com.mx/index.html>`_ and `SW Sapien - Smarter Web <https://sw.com.mx/>`_.
<https://cfdiquadrum.com.mx/index.html>`_ and `SW Sapien - Smarter Web <https://info.sw.com.mx/sw-smarter-odoo/>`_.
#. Have knowledge and experience with billing, sales and accounting in Odoo. This documentation
contains only the information necessary to enable the use of Odoo in a company based in Mexico.
@@ -211,7 +211,7 @@ working with and the credentials. That way, electronic invoicing will be enabled
Remember that you must register directly with the PAC of your choice before you start creating
invoices from Odoo. We have the following PACs available: `Quadrum
<https://cfdiquadrum.com.mx/index.html>`_, `Solución Factible <https://solucionfactible.com/>`_
and `SW Sapien - Smarter Web <https://sw.com.mx/>`_.
and `SW Sapien - Smarter Web <https://info.sw.com.mx/sw-smarter-odoo/>`_.
You must process your **Private Key (CSD)** with the SAT institution before following these
steps. If you do not have this information, try with the Test Credentials and return to this

View File

@@ -104,16 +104,18 @@ URLs, proceed as follows:
:alt: Copy the prefix for the Adyen APIs
#. In Odoo, :ref:`navigate to the payment acquirer Adyen <payment_acquirers/add_new>`.
#. In the :guilabel:`Checkout API URL` field, enter the following URL and replace `yourprefix` with the
prefix you previously saved: `https://yourprefix.com/checkout`.
#. In the :guilabel:`Checkout API URL` field, enter the following URL and replace `yourprefix` with
the prefix you previously saved:
`https://yourprefix-checkout-live.adyenpayments.com/checkout`.
#. In the :guilabel:`Recurring API URL` field, enter the following URL and replace `yourprefix` with
the prefix you previously saved: `https://yourprefix.com/pal/servlet/Recurring`.
the prefix you previously saved:
`https://yourprefix-pal-live.adyenpayments.com/pal/servlet/Recurring`.
.. note::
If you are trying Adyen as a test, you can use the following URLs instead:
- :guilabel:`Checkout API URL`: `https://checkout-test.adyen.com/checkout/`
- :guilabel:`Recurring API URL`: `https://pal-test.adyen.com/pal/servlet/Recurring/`
- :guilabel:`Checkout API URL`: `https://checkout-test.adyen.com`
- :guilabel:`Recurring API URL`: `https://pal-test.adyen.com/pal/servlet/Recurring`
Adyen Account
-------------

View File

@@ -1,109 +1,82 @@
======
Paypal
PayPal
======
`Paypal <https://www.paypal.com/>`_ is available and popular worldwide. It doesn't charge any
subscription fee, and creating an account is very easy. That's why we recommend it for starters in
Odoo. It works as a seamless flow where the customer is routed to the Paypal website to register the
payment.
`Paypal <https://www.paypal.com/>`_ is an American online payment acquirer available worldwide, and
one of the few that does not charge a subscription fee.
Settings in Odoo
================
.. seealso::
- :ref:`payment_acquirers/add_new`
Credentials tab
---------------
Odoo needs your **API Credentials** to connect with your PayPal account, which comprise:
- **Email**: your login email address in Paypal.
- **PDT Identity Token**: the key used to verify the authenticity of transactions.
- **Use IPN**: whether you want to use Instant Payment Notification. Already checked, you don't have
to change it.
You can copy your credentials from your Paypal account and paste them into the related fields under
the **Credentials** tab.
To set the **PDT Identity Token**, switch to :ref:`developer mode <developer-mode>` and retrieve the
token by following the configuration step :ref:`paypal/enable-pdt`.
.. important::
If you are trying Paypal as a test, using a :ref:`Paypal Sandbox account <paypal/testing>`,
change the **State** to *Test Mode*. We recommend doing this on a test Odoo database rather than
on your main database.
Fees tab
--------
You can charge extra fees to your customers for paying with Paypal to cover the transaction fees
Paypal charges you. Once redirected to Paypal, your customer sees an extra amount applied to the
order amount.
To activate this, go to Paypal configuration's :guilabel:`Fees` tab in Odoo and activate
:guilabel:`Add Extra Fees`.
You can refer to `Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`_ to set up fees.
.. note::
`Traders in the EU <https://europa.eu/youreurope/citizens/consumers/shopping/pricing-payments/
index_en.htm>`_ are not allowed to charge extra fees for paying with credit cards.
Settings in Paypal
Settings in PayPal
==================
First, set up your Paypal account to build a seamless customer experience with Odoo.
To access your PayPal account settings, log into PayPal, open the :guilabel:`Account Settings`, and
open the :guilabel:`Website payments` menu.
Log into your PayPal account and open the account settings. Then, go to :menuselection:`Account menu
--> Account settings --> Website payments`.
.. image:: paypal/paypal-account.png
:align: center
:alt: PayPal account menu
Enable Auto Return
------------------
.. important::
Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return <paypal/auto-return>`,
:ref:`PDT <paypal/pdt>`, and :ref:`IPN <paypal/ipn>` **must** all be enabled.
The *Auto Return* feature automatically redirects your customers to Odoo once the payment is
processed.
.. _paypal/auto-return:
From the *Website payments* settings page, go to :menuselection:`Website preferences --> Update -->
Auto return for website payments` and select **On**. Enter the address of your Odoo database (e.g.,
`https://yourcompany.odoo.com`) in the **Return URL** field.
Auto Return
-----------
The **Auto Return** feature automatically redirects customers to Odoo once the payment is processed.
From :guilabel:`Website payments`, go to :menuselection:`Website preferences --> Update --> Auto
return for website payments --> Auto return` and select :guilabel:`On`. Enter the address of your
Odoo database (e.g., `https://yourcompany.odoo.com`) in the :guilabel:`Return URL` field, and
:guilabel:`Save`.
.. note::
Any URL will do the job. Odoo only needs the setting to be enabled since it uses another URL.
Any URL does the job. Odoo only needs the setting to be enabled since it uses another URL.
.. _paypal/enable-pdt:
.. _paypal/pdt:
Enable Payment Data Transfer (PDT)
Payment Data Transfer (PDT)
---------------------------
:abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations, displays the payment
status to the customers, and verifies the authenticity of the payments. From :menuselection:`Website
preferences --> Update`, scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`.
.. tip::
PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return <paypal/auto-return>`
and :ref:`Payment Data Transfer (PDT) <paypal/pdt>` are enabled. If you need the **PDT Identity
Token**, disable and re-enable :guilabel:`Payment data transfer` to display the token again.
.. _paypal/ipn:
Instant Payment Notification (IPN)
----------------------------------
Enable the *Payment Data Transfer* feature to receive payment confirmations immediately. This
feature also displays the payment status to the customers and verifies the authenticity of the
payments.
:abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but allows for more
notifications, such as chargeback notifications. To enable **IPN**, go to :menuselection:`Website
payments --> Instant payment notifications --> Update` and click :guilabel:`Choose IPN settings`.
Enter a :guilabel:`Notification URL`, select :guilabel:`Receive IPN messages (Enabled)`, and
:guilabel:`Save`.
From the *Website payments* settings page, go to :menuselection:`Website preferences --> Update -->
Payment data transfer` and select **On**. PayPal displays your **PDT Identity Token** as soon as
the change is saved.
Paypal Account Optional
PayPal Account Optional
-----------------------
We advise you to not prompt customers to log in with a Paypal account when they get to pay. Let them
pay with debit/credit cards as well, or you might lose some deals. Make sure this setting is turned
on.
We advise not to prompt customers to log in with a PayPal account upon payment. It is better and
more accessible for customers to pay with a debit/credit card. To disable that prompt, go to
:menuselection:`Account Settings --> Website payments --> Update` and select :guilabel:`On` for
:guilabel:`PayPal account optional`.
Payment Messages Format
-----------------------
Suppose you use accented characters (or anything else than primary Latin characters) for your
customer names or addresses. In that case, you **must** configure the encoding format of the payment
request sent by Odoo to Paypal. Otherwise, some transactions fail without notice.
If you use accented characters (or anything other than primary Latin characters) for customer names
or addresses, then you **must** configure the encoding format of the payment request sent by Odoo to
PayPal. If you do not, some transactions fail without notice.
To do so, go to `your production account <https://www.paypal.com/cgi-bin/customerprofileweb
?cmd=_profile-language-encoding>`_. Then, click *More Options* and set the two default encoding
formats as **UTF-8**.
Your Paypal account is ready!
?cmd=_profile-language-encoding>`_. Then, click :guilabel:`More Options` and set the two default
encoding formats as :guilabel:`UTF-8`.
.. tip::
- For Encrypted Website Payments & EWP_SETTINGS error, please check the `Paypal documentation
@@ -113,6 +86,52 @@ Your Paypal account is ready!
`link <https://sandbox.paypal.com/cgi-bin/customerprofileweb?cmd=_profile-language-encoding>`_
to configure the encoding format in a test environment.
Settings in Odoo
================
.. seealso::
:ref:`payment_acquirers/add_new`
Credentials
-----------
Odoo needs your **API Credentials** to connect with your PayPal account. To do so, go to
:menuselection:`Accounting --> Configuration --> Payment Acquirers` and :guilabel:`Activate` PayPal.
Then, enter your PayPal account credentials in the :guilabel:`Credentials` tab:
- :guilabel:`Email`: the login email address in Paypal;
- :guilabel:`PDT Identity Token`: the key used to verify the authenticity of transactions;
- :guilabel:`Use IPN`: enable for PayPal to work properly in Odoo.
.. tip::
Save the :guilabel:`PDT Identity Token` for later use.
To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode <developer-mode>` and
retrieve the token by following the configuration steps at :ref:`paypal/pdt`.
.. note::
The PayPal **Merchant ID** is not required in Odoo.
.. important::
If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account <paypal/testing>`,
change the :guilabel:`State` to :guilabel:`Test Mode`. We recommend doing this on a test Odoo
database rather than on your main database.
Extra fees
----------
You can charge **extra fees** to customers choosing to pay with PayPal in order to cover the
transaction fees PayPal charges you. Once redirected to Paypal, your customer sees an extra amount
applied to the order amount.
To activate this option, go to :menuselection:`Accounting --> Configuration --> Payment Acquirers`
and select :guilabel:`PayPal`. Then, go to the :guilabel:`Fees` tab and tick the :guilabel:`Add
Extra Fees` box.
.. note::
- You can refer to `Paypal Fees <https://www.paypal.com/webapps/mpp/paypal-fees>`_ to set up
fees.
- `Traders in the EU <https://europa.eu/youreurope/citizens/consumers/shopping/pricing-payments/index_en.htm>`_ are not allowed to charge extra fees for paying with credit cards.
.. _paypal/testing:
Test environment
@@ -121,19 +140,21 @@ Test environment
Configuration
-------------
Thanks to Paypal Sandbox accounts, you can test the entire payment flow in Odoo.
Thanks to PayPal sandbox accounts, you can test the entire payment flow in Odoo.
Log into the `Paypal Developer Site <https://developer.paypal.com/>`_ using your Paypal
credentials, which creates two sandbox accounts:
Log into the `Paypal Developer Site <https://developer.paypal.com/>`_ using your PayPal credentials,
which creates two sandbox accounts:
- A business account (to use as merchants, e.g.,
`pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`_).
`pp.merch01-facilitator@example.com <mailto:pp.merch01-facilitator@example.com>`_);
- A default personal account (to use as shoppers, e.g.,
`pp.merch01-buyer@example.com <mailto:pp.merch01-buyer@example.com>`_).
Log into Paypal Sandbox using the merchant account and follow the same configuration instructions.
Enter your sandbox credentials in Odoo and ensure Paypal is set on *Test Mode*. We recommend doing
this on a test Odoo database rather than your main database.
Log into PayPal sandbox using the merchant account and follow the same configuration instructions.
Enter your sandbox credentials in Odoo (:menuselection:`Accounting --> Configuration --> Payment
Acquirer --> PayPal` in the :guilabel:`Credentials` tab, and make sure the status is set on
:guilabel:`Test Mode`. We recommend doing this on a test Odoo database rather than your main
database.
Run a test transaction from Odoo using the sandbox personal account.

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@@ -2,16 +2,17 @@
Target an audience
==================
Delivering marketing campaigns to the *right* audience is paramount when trying to grow a business.
The :guilabel:`Odoo Marketing Automation` application helps marketers to do just that by providing
filtering tools, that can be as simple or as complex as necessary, to reach the right customers at
the right time.
Delivering marketing campaigns to the right audience is paramount when trying to grow a business.
The Odoo *Marketing Automation* application helps marketers to do just that by providing detailed
filtering tools, which can be as simple (or as complex) as necessary, to reach the right customers
at the right time.
Work with target filters
Configure target filters
========================
When configuring the filters on a marketing campaign, there are some options that have an arrow
icon beside them. The arrow signifies that the filter has more refined parameters within it.
When configuring the target filters on a marketing campaign, there are some options that have an
:guilabel:`> (arrow)` icon beside them. The :guilabel:`> (arrow)` icon signifies that the particular
filter has more refined parameters within it that can be customized.
.. image:: target_audience/marketing-filters.png
:align: center
@@ -19,22 +20,22 @@ icon beside them. The arrow signifies that the filter has more refined parameter
Filters can be extended by adding *branches* and *nodes*. A *node* adds another filtering parameter
to a group of targeting conditions (e.g. a new line), and a *branch* creates a narrowly refined
cluster of parameters, allowing filters to be grouped with *Any* or *All* statements.
cluster of parameters, allowing filters to be grouped with :guilabel:`ANY` or :guilabel:`ALL`
statements.
Every time a new branch is created, there are two options:
- Either the records can match :guilabel:`ALL` criteria for the upcoming rules (an AND statement
where all criteria must match).
- Or, the records can match :guilabel:`ANY` criteria for the upcoming rules (an OR statement where
only one of the criteria must match).
- Either the records can match :guilabel:`ALL` criteria for the upcoming rules (creating an AND
statement where *all* criteria must match).
- Or, the records can match :guilabel:`ANY` criteria for the upcoming rules (creating an OR
statement where *only one* of the criteria must match).
To change between these two options, simply click the drop-down arrow icon in the green box and
select :guilabel:`Any` or :guilabel:`All`.
select :guilabel:`ANY` or :guilabel:`ALL`.
To add a node, click on the :guilabel:`+ (plus sign icon)` and to add another branch click on the
:guilabel:`... (ellipses icon)`. To exclude a :guilabel:`node` (or a :guilabel:`branch`), click on
:guilabel:`x (delete)`.
To add a node, click on the :guilabel:` (plus sign)` icon, and to add another branch click on the
:guilabel:` (ellipses)` icon. To exclude a node or a branch, click on :guilabel:`✖ (delete)` icon
to delete it.
.. image:: target_audience/marketing-filter-nodes.png
:align: center
@@ -43,78 +44,79 @@ To add a node, click on the :guilabel:`+ (plus sign icon)` and to add another br
Use cases
=========
The following scenarios below outline different combinations of filters a marketing campaign might
The following scenarios outline different combinations of filters a marketing campaign might
commonly use.
Scenario #1: Narrow the target down to new opportunities in the pipeline
------------------------------------------------------------------------
Scenario #1: Narrow target down to new opportunities in the pipeline
--------------------------------------------------------------------
While in Edit mode on a campaign template form, select the :guilabel:`Target` field, and click
:guilabel:`Search More` from the drop-down menu. Then, search for :guilabel:`Lead/Opportunity` and
select it.
While in *Edit mode* on a campaign template form (by clicking the :guilabel:`Edit` button), select
the :guilabel:`Target` field, and click :guilabel:`Search More` from the drop-down menu. Then,
search for :guilabel:`Lead/Opportunity`, and select it.
Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on the default
Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Then, click on the default
:guilabel:`ID` filter option in the first portion of the filter equation. Doing so reveals a
drop-down menu full of filter options. From this drop-down, scroll down (or search for)
:guilabel:`Type`.
Keep the second portion of the filter equation on the default :guilabel:`= (equal sign)`.
Keep the second portion of the filter equation on the default :guilabel:`🟰 (equal sign)` icon.
Then, change the third (and final) portion of the filter equation from :guilabel:`Lead` to
Next, change the third (and final) portion of the filter equation from :guilabel:`Lead` to
:guilabel:`Opportunity`. The number of :guilabel:`Records` that fit this specific filter equation
will change as the equation is customized.
changes as the equation is customized.
Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to the right of the
Add another node to this filter by clicking the :guilabel:` (plus sign)` icon to the right of the
equation.
With "new" opportunities being the target of this filter, the second node will focus on only
With "new" opportunities being the target of this filter, the second node will focus on *only*
locating opportunities that are in the :guilabel:`New` stage of the pipeline. To do that, select
the default :guilabel:`ID` from the first portion of the second filter equation, and scroll down
(or search for) :guilabel:`Stage` from the field drop-down menu.
the default :guilabel:`ID` from the first portion of the second filter equation, and scroll down (or
search for) :guilabel:`Stage` from the field drop-down menu.
Once again, leave the second portion of the filter equation on :guilabel:`= (equal sign)`.
Once again, leave the second portion of the filter equation on :guilabel:`🟰 (equal sign)` icon.
Lastly, highlight the default value in the third (and final) portion of the second filter equation
and type in :guilabel:`New`. With that completed, Odoo will only target opportunities that are in
the "New" stage of the pipeline.
Lastly, highlight the default value in the third (and final) portion of the second filter equation,
and type in `New`. With that in place, Odoo only targets opportunities that are in the "New" stage
of the pipeline.
.. image:: target_audience/filters-opportunities.png
:align: center
:alt: A standard scenario using filters in the Odoo Marketing Automation app.
Scenario #2: Narrow the target down to the event attendees that purchased a specific ticket
-------------------------------------------------------------------------------------------
Scenario #2: Narrow down target to event attendees who purchased a specific ticket
----------------------------------------------------------------------------------
While in Edit mode on a campaign template form, select the :guilabel:`Target` field, and click
:guilabel:`Search More` from the drop-down menu. Then, scroll down (or search for)
:guilabel:`Event` and select it.
While in *Edit mode* on a campaign template form (by clicking the :guilabel:`Edit` button), select
the :guilabel:`Target` field, and click :guilabel:`Search More` from the drop-down menu. Then,
scroll down (or search for) :guilabel:`Event`, and select it.
Next, click :guilabel:`Add Filter` in the :guilabel:`Filter` field. Click on the default
:guilabel:`ID` filter option in the first portion of the filter equation. Doing so reveals a
drop-down menu full of filter options. From this drop-down, scroll down (or search for)
:guilabel:`Event`.
Click the the default :guilabel:`= (equal sign)` in the second portion of the filter equation.
This reveals a drop-down menu. On this menu, select :guilabel:`contains`.
Click the default :guilabel:`🟰 (equal sign)` icon in the second portion of the filter equation. This
reveals a drop-down menu. From this drop-down menu, select :guilabel:`contains`.
In the third (and final) empty portion of the filter equation, type in the name of the event(s)
that you would like Odoo to consider for this campaign filter.
In the third (and final) empty portion of the filter equation, type in the name of the event(s) that
Odoo should consider for this campaign filter.
Add another node to this filter by clicking the :guilabel:`+ (plus sign)` to the right of the
equation.
Then, add another node to this filter by clicking the :guilabel:` (plus sign)` icon to the right of
the equation.
The second node will focus on targeting this campaign to attendees who purchase a specific type of
ticket to the aforementioned event(s) in the first filter equation. To do that, select the default
:guilabel:`ID` from the first portion of the second filter equation, and scroll down (or search
for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in that same drop-down menu,
select :guilabel:`Name`.
ticket to the aforementioned event(s) mentioned in the first filter equation.
Once again, click the the default :guilabel:`= (equal sign)` in the second portion of the filter
To do that, select the default :guilabel:`ID` from the first portion of the second filter equation,
and scroll down (or search for) :guilabel:`Event Ticket` from the field drop-down menu. Then, in
that same drop-down menu, select :guilabel:`Name`.
Once again, click the default :guilabel:`🟰 (equal sign)` icon in the second portion of the filter
equation, and select :guilabel:`contains`.
Lastly, in the third (and final) portion of the second filter equation, which will be blank, type
in the name of the ticket type that should be used for the filter. In this case,
:guilabel:`Standard` is the name of the event ticket type for this sample filter.
Lastly, in the third (and final) portion of the second filter equation, which is blank, type in the
name of the ticket type that should be used for the filter. In this case, :guilabel:`Standard` is
the name of the event ticket type for this sample filter.
.. image:: target_audience/filters-event-ticket.png
:align: center

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@@ -1,41 +1,52 @@
==============================
Testing and running a campaign
==============================
=========================
Testing/running campaigns
=========================
Odoo gives users the ability to test marketing campaigns (and mailings) before officially running
them.
First, open the :guilabel:`Marketing Automation` application and click on a campaign. Make sure
the campaign already has activities configured on it (or build a campaign by following the
directions here on :doc:`this documentation <workflow_activities>`). To start a test, click the
:guilabel:`Launch a Test` button at the top of the template form.
First, open the :menuselection:`Marketing Automation` application, and select the desired campaign,
which reveals that campaign's detail form.
On the campaign detail form, make sure the campaign already has activities configured (or build a
campaign by following the directions here on :doc:`this documentation
</applications/marketing/marketing_automation/getting_started/workflow_activities>`).
To start a test, click the :guilabel:`Launch a Test` button at the top of the campaign form.
.. image:: testing_running/launch-test.png
:align: center
:alt: Launch a test button in Odoo Marketing Automation.
When clicked, a pop-up window appears. In the dropdown field choose a specific record to run the
test on, or create a brand new record by clicking the :guilabel:`Search More...` link at the bottom
of the dropdown menu, and then click the :guilabel:`Create` button.
When clicked, a :guilabel:`Launch a test` pop-up window appears. In the drop-down field, choose an
existing record (or create a new one) to run the test on. To create a brand new record, click the
:guilabel:`Search More...` link at the bottom of the drop-down menu, and then click the
:guilabel:`Create` button.
Once the record is selected, click :guilabel:`Continue`, and Odoo will redirect to the campaign
test page.
Doing so reveals a blank contact form, in which the :guilabel:`Name` and :guilabel:`Email` **must**
be entered. When all the necessary information has been entered, click :guilabel:`Save`, and Odoo
returns to the :guilabel:`Launch a test` pop-up, with that new record in the :guilabel:`Choose an
existing record or create a new one to test` field.
Once a record is selected, click :guilabel:`Continue`, and Odoo reveals the campaign test page.
.. image:: testing_running/test-screen.png
:align: center
:alt: Test screen in Odoo Marketing Automation.
Here, the name of the :guilabel:`Record` being tested is visible, along with the precise time this
test workflow was started. Beneath that is the first activity (or activities) in the workflow.
On the campaign test page, the name of the :guilabel:`Record` being tested is visible, along with
the precise time this test workflow was started in the :guilabel:`Workflow Started On` field.
Beneath that, in the :guilabel:`Workflow` section is the first activity (or activities) in the
workflow that's being tested.
To start a test, click the :guilabel:`Run` icon beside the first activity in the workflow. When
clicked, the page will reload, and Odoo will show the various results (and analytics) connected to
that specific activity.
To start a test, click the :guilabel:`Run` button, represented by a :guilabel:`▶️ (play button)`
icon beside the first activity in the workflow. When clicked, the page reloads, and Odoo shows the
various results (and analytics) connected to that specific activity as they occur, in real-time.
.. image:: testing_running/workflow-test-progress.png
:align: center
:alt: Workflow test progress in Odoo Marketing Automation.
Once all the workflow activities are completed, the test will end and be moved to the
Once all the workflow activities are completed, the test will end, and move to the
:guilabel:`Completed` stage. To stop a test before all the workflow activities are completed, click
the :guilabel:`Stop` button.
the :guilabel:`Stop` button in the upper-left corner of the campaign test page.

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@@ -2,44 +2,51 @@
Marketing activities
====================
When creating a campaign in the :guilabel:`Marketing Automation` app, users can plan marketing
activities such as email or SMS campaigns. To get started, navigate to the :guilabel:`Workflow`
area, and click :guilabel:`Add New Activity`. A blank activity template will appear where
parameters can be set for that specific activity.
When creating a campaign in the *Marketing Automation* app, users can plan marketing activities,
such as email or SMS campaigns.
When :guilabel:`Add New Activity` is selected, a blank activity template will appear with the
following customizable fields:
To get started, navigate to the bottom of a marketing automation campaign detail form, and click
:guilabel:`Add New Activity`. Doing so reveals a :guilabel:`Create Activities` pop-up window. This
pop-up window is a blank activity template, where specific parameters can be set for that particular
activity.
The following fields are available in the :guilabel:`Create Activities` pop-up window (when
:guilabel:`Add New Activity` is clicked):
.. image:: workflow_activities/activity-template.png
:align: center
:alt: An activity template in Odoo Marketing Automation.
- :guilabel:`Activity Name`: the title of the activity.
- :guilabel:`Activity Type`: choose between Email, Server Action (internal Odoo operation), or SMS.
- :guilabel:`Activity Type`: choose between `Email`, `Server Action` (internal Odoo operation), or
`SMS`.
- :guilabel:`Mail Template`: choose from pre-configured templates (or create a new one on-the-fly).
- :guilabel:`Trigger`: choose when this activity should be triggered.
- :guilabel:`Expiry Duration`: configure to stop the actions after a specific amount of time (after
the scheduled date). When selected, a :guilabel:`Cancel after` field appears, in which the user
can choose how many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to cease
after the initial date.
- :guilabel:`Activity Filter`: domain related to this activity (and all subsequent Child
Activities).
- :guilabel:`Applied Filter`: activity will *only* be performed if it satisfies the specified
domain (filter).
can choose how many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to cease after
the initial date.
- :guilabel:`Activity Filter`: domain related to this activity (and all subsequent child
activities).
- :guilabel:`Applied Filter`: activity will *only* be performed if it satisfies the specified domain
(filter).
After the activity's settings are fully configured, click :guilabel:`Save & Close` to finish
creating the activity.
After the activity's settings are fully configured, click :guilabel:`Save & Close` to save the
activity and return to the marketing automation campaign form, :guilabel:`Save & New` to save the
activity and immediately create another one in a fresh :guilabel:`Create Activities` pop-up window,
or :guilabel:`Discard` to delete the activity and return to the marketing automation campaign form.
Workflow activity
=================
Once saved, the :guilabel:`Workflow Activity` will appear in Odoo, where each activity will be
shown as a graph by default. The configured trigger time for that activity can be found to the left
of the :guilabel:`Workflow Activity` card.
Once an activity is saved, the :guilabel:`Workflow Activity` section appears at the bottom of the
marketing automation campaign form. Each activity is displayed as a line graph.
In the :guilabel:`Workflow Activity` section, there is also the number of activities that are
successful or rejected. The :guilabel:`Success` and :guilabel:`Rejected` numbers are color-coded
in the graph for easy reference (in green and red, respectively).
The configured :guilabel:`Trigger` time for that activity can be found to the left of the
:guilabel:`Workflow Activity` card in the :guilabel:`Workflow` section.
Once the activity has been triggered, a figure representing the number of :guilabel:`Success` or
:guilabel:`Rejected` activities will be displayed to the right of the graph.
.. image:: workflow_activities/workflow-activity.png
:align: center
@@ -47,20 +54,23 @@ in the graph for easy reference (in green and red, respectively).
.. tip::
If the :guilabel:`Activity Type` of the activity is set to :guilabel:`Email`, there are more
in-depth analytics beneath the :guilabel:`Workflow Activity` data detailing how many emails have
been :guilabel:`Sent`, and what percentage of those have been :guilabel:`Clicked`,
:guilabel:`Replied` to, or :guilabel:`Bounced`.
in-depth analytics beneath the activity graph data, detailing how many emails have been
:guilabel:`Sent`, and what percentage of those have been :guilabel:`Clicked`, :guilabel:`Replied`
to, or :guilabel:`Bounced`.
Child activities
================
Odoo also has the option to :guilabel:`Add Child Activity`. *Child Activities* are sub-activities
that are connected to (and triggered by) the activity above it, which is also known as its *Parent
Activity*.
There is also the option to add a *child activity* by clicking :guilabel:`Add child activity`,
located at the bottom of each activity block in the :guilabel:`Workflow` section of a marketing
automation form.
Odoo provides a number of triggering options to launch a :guilabel:`Child Activity` - all of which
depend on the trigger configurations related to the parent activity. Under the desired parent
activity, hover over :guilabel:`Add child activity`, and select the trigger:
Child activities are sub-activities that are connected to (and triggered by) the activity above it,
which is also known as its *parent activity*.
Odoo provides a number of triggering options to launch a child activity - all of which depend on the
trigger configurations related to the parent activity. Under the desired parent activity, hover over
:guilabel:`Add child activity`, and select any of the following triggers:
- :guilabel:`Add Another Activity`: instantly add another activity.
- :guilabel:`Opened`: the next activity will be triggered if the (email) recipient opens the
@@ -76,6 +86,7 @@ activity, hover over :guilabel:`Add child activity`, and select the trigger:
link included in the mailing.
- :guilabel:`Bounced`: the next activity will be triggered if the mailing is bounced (not sent).
Once a trigger is selected, the user can configure the child activity (it has the same
configuration options as a regular activity) and click :guilabel:`Save & Close`` to finish creating
the child activity.
Once a trigger is selected, the user can configure the child activity (it has the same configuration
options as a regular activity), and click :guilabel:`Save & Close` to finish creating the child
activity, which will then be displayed in the :guilabel:`Workflow` section, in a slightly indented
position beneath its parent activity.

View File

@@ -10,7 +10,7 @@ calls, and then, connect that Twilio account to Odoo.
Create a Twilio account
=======================
First, go to `Twilio <https://www.twilio.com_>`_ and click :guilabel:`Sign up` to create a new
First, go to `Twilio <https://www.twilio.com>`_ and click :guilabel:`Sign up` to create a new
Twilio account. Next, enter your name and email address, create a password, and accept Twilio's
terms of service. Then, click :guilabel:`Start your free trial`. Verify your email address with
Twilio, as per their instructions.

View File

@@ -23,17 +23,17 @@ Control` screen, click :guilabel:`Open Session` to start a POS session, or click
Selling` if the session is already opened.
.. note::
Multiple users can be connected to the same session at the same time. However, the session can
only be opened once on the same browser.
:doc:`Multiple users <point_of_sale/employee_login>` can be logged into the same session at the
same time. However, the session can only be opened once on the same browser.
.. _pos/sell:
Sell products
=============
Click products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and enter
the number of products using the keypad. To add a **discount** or modify the product **price**,
click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts.
Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and
enter the number of products using the keypad. To add a **discount** or modify the product
**price**, click respectively :guilabel:`Disc` or :guilabel:`Price` and enter the amounts.
Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the
**payment method**, enter the received amount, and click :guilabel:`Validate`. Click
@@ -49,28 +49,18 @@ Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`.
.. _pos/customers:
Register customers
==================
Set customers
=============
Registering your customers gives you the ability to grant them various privileges such as discounts,
loyalty program, specific communication. It is also required if they want an invoice and registering
them makes any future interaction with them faster.
You can create and set customers from an :ref:`open POS session <pos/session-start>`. Registering
your customer is necessary to :doc:`collect their loyalty points and grant them rewards
<point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed pricelist
<point_of_sale/pricing/pricelists>`, or :ref:`generate and print an invoice
<receipts-invoices/invoices>`.
From your session interface, use the customer button.
.. image:: point_of_sale/customer-button.png
Create a new one by using this button.
.. image:: point_of_sale/customer-add.png
You will be invited to fill out the customer form with their
information.
.. image:: point_of_sale/customer-form.png
Use the save button when you are done. You can then select that customer
in any future transactions.
To access the list of customers, click :guilabel:`Customer` on the POS interface. Then, select a
customer or create a new one by clicking :guilabel:`Create`, completing the form, and saving.
Lastly, click :guilabel:`Set Customer` to set the selected customer.
.. _pos/customer-notes:

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@@ -11,28 +11,20 @@ to allow this payment method *exclusively* for registered customers.
Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash
payments, or :guilabel:`Bank` to use it for card payments.
.. comment:
when created, add a link to the customeraccount page under advanced_pricing_features
.. image:: payment_methods/payment-method.png
:alt: Creating a new payment method for a POS.
.. note::
- Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal`
field in which you can add your terminal's information.
- Credentials are mandatory to use a payment terminal. To learn how to configure the different
terminals, check out the following documentation pages:
Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal`
field in which you can add your :doc:`payment terminal's information
<payment_methods/terminals>`.
- :doc:`Adyen configuration <payment_methods/terminals/adyen>`
- :doc:`Vantiv configuration <payment_methods/terminals/vantiv>`
- :doc:`Ingenico configuration <payment_methods/terminals/ingenico>`
- :doc:`Six configuration <payment_methods/terminals/six>`
- :doc:`Worldline configuration <payment_methods/terminals/worldline>`
.. seealso::
:doc:`payment_methods/terminals`.
Once the payment method is created, you can select it in your POS settings. To do so, go to
:menuselection:`Point of Sale --> Configuration --> Point of Sale` and select a POS for which you
wish to make the payment method available. Click :guilabel:`Edit` and add the payment method under
the :guilabel:`Payments` section.
Once the payment method is created, you can select it in your POS settings. To do so, go to the
:ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method
under the :guilabel:`Payments` section.
.. toctree::
:titlesonly:

View File

@@ -1,9 +1,32 @@
:nosearch:
:show-content:
=================
Payment terminals
=================
Connecting and integrating a payment terminal with your POS system allows you to accept multiple
payment options, including credit and debit cards, making the payment process more efficient.
Configuration
=============
Go to the :doc:`application settings <../configuration>`, scroll down to the :guilabel:`Payment
Terminals` section, and tick your terminal's checkbox.
.. image:: terminals/settings-pt.png
:alt: checkbox in the settings to enable a payment terminal
Then, follow the corresponding documentation to configure your device:
- :doc:`Adyen configuration <terminals/adyen>`
- :doc:`Ingenico configuration <terminals/ingenico>`
- :doc:`SIX configuration <terminals/six>`
- :doc:`Vantiv configuration <terminals/vantiv>`
- :doc:`Worldline configuration <terminals/worldline>`
Once the terminal is configured, you can :doc:`create the corresponding payment method and add it to
the POS <../payment_methods>`.
.. toctree::
:titlesonly:

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@@ -34,6 +34,8 @@ select the corresponding order and click :guilabel:`Print Receipt`.
You can filter the list of orders using the search bar. Type in your reference and click
:guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`.
.. _receipts-invoices/invoices:
Invoices
========

View File

@@ -1,34 +1,54 @@
========================
Send a pro-forma invoice
========================
==================
Pro-forma invoices
==================
A pro-forma invoice is an abridged or estimated invoice in advance of a
delivery of goods. It notes the kind and quantity of goods, their value,
and other important information such as weight and transportation
charges. Pro-forma invoices are commonly used as preliminary invoices
with a quotation, or for customs purposes in importation. They differ
from a normal invoice in not being a demand or request for payment.
A *pro-forma invoice* is an abridged or estimated invoice sent in advance of a delivery of goods. It
notes the kind and quantity of goods, their value, and other important information, such as weight
and transportation charges.
Pro-forma invoices are commonly used as preliminary invoices with a quotation. They are also used
for customs purposes during importation. They differ from a normal invoice in that they are not a
demand (or request) for payment.
Activate the feature
====================
Go to :menuselection:`SALES --> Configuration --> Settings` and activate
the *Pro-Forma Invoice* feature.
In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature **must** be activated. To do
that, navigate to :menuselection:`Sales app --> Configuration --> Settings`, and in the
:guilabel:`Quotations & Orders` section, click the checkbox next to :guilabel:`Pro-Forma Invoice`.
Then, click :guilabel:`Save` to save all changes.
.. image:: proforma/proforma01.png
:align: center
.. image:: proforma/pro-forma-setting.png
:align: center
:alt: The Pro-Forma Invoice feature setting in the Odoo Sales application.
Send a pro-forma invoice
========================
From any quotation or sales order, you know have an option to send a
pro-forma invoice.
With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send a pro-forma invoice is
now available on any quotation or sales order, via the :guilabel:`Send Pro-Forma Invoice` button.
.. image:: proforma/proforma02.png
:align: center
.. image:: proforma/send-pro-forma-invoice-button.png
:align: center
:alt: The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales.
When you click on send, Odoo will send an email with the pro-forma
invoice in attachment.
When the :guilabel:`Send Pro-Forma Invoice` button is clicked, an email pop-up appears. The
:guilabel:`Recipients` field is auto-populated with the customer from the sales order or quotation.
Then, if needed, modify the :guilabel:`Subject` field and the body of the email. The pro-forma
invoice is automatically added as an attachment to the email.
.. image:: proforma/proforma03.png
:align: center
When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with the attached pro-forma
invoice, to the customer.
.. image:: proforma/pro-forma-email-message-popup.png
:align: center
:alt: The email pop-up window that appears with pro-forma invoice attached in Odoo Sales.
.. tip::
To preview what the pro-forma invoice looks like, click on the PDF at the bottom of the email
pop-up window *before* clicking :guilabel:`Send`. When clicked, the pro-forma invoice is
downloaded instantly. Open that PDF to view (and review) the pro-forma invoice.
.. image:: proforma/pro-forma-pdf.png
:align: center
:alt: Sample pro-forma invoice PDF from Odoo Sales.

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@@ -611,6 +611,8 @@ Some conversions don't match the pattern:
* :option:`--i18n-import` and :option:`--i18n-export` aren't available at all
from configuration files
.. _reference/cmdline/config_file:
The default configuration file is :file:`{$HOME}/.odoorc` which
can be overridden using :option:`--config <odoo-bin -c>`. Specifying
:option:`--save <odoo-bin -s>` will save the current configuration state back

View File

@@ -6,7 +6,8 @@ Conditions Générales de Vente
.. only:: html
`Download PDF <terms_of_sale_fr.pdf>`_
`Download PDF <https://www.odoo.com/documentation/{CURRENT_BRANCH}/terms_of_sale_fr.pdf>`_
.. note:: Dernière modification: 20 octobre 2021.
Ces conditions régissent la vente de produits et services entre

View File

@@ -6,7 +6,7 @@ General Terms of Sale
.. only:: html
`Download PDF <../../terms_of_sale.pdf>`_
`Download PDF <https://www.odoo.com/documentation/{CURRENT_BRANCH}/terms_of_sale.pdf>`_
.. note:: Last revision: October 20, 2021.

View File

@@ -28,6 +28,7 @@
# Nelson Ramírez <info@konos.cl>, 2023
# Braulio D. López Vázquez <bdl@odoo.com>, 2023
# Fernanda Alvarez, 2023
# Iran Villalobos López, 2023
#
#, fuzzy
msgid ""
@@ -36,7 +37,7 @@ msgstr ""
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-03-03 11:23+0000\n"
"PO-Revision-Date: 2021-11-02 08:47+0000\n"
"Last-Translator: Fernanda Alvarez, 2023\n"
"Last-Translator: Iran Villalobos López, 2023\n"
"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
@@ -5311,6 +5312,8 @@ msgstr ""
#: ../../content/applications/general/users/manage_users.rstNone
msgid "View of the settings page emphasizing the manage users field in Odoo"
msgstr ""
"Vista de la página de ajustes enfatizando el campo de diseño del documento "
"en Odoo"
#: ../../content/applications/general/users/manage_users.rst:27
msgid ""
@@ -5333,6 +5336,8 @@ msgstr ""
#: ../../content/applications/general/users/manage_users.rstNone
msgid "View of a users form emphasizing the access rights tab in Odoo"
msgstr ""
"Vista del formulario del usuario enfatizando la pestaña de permisos de "
"acceso en Odoo. "
#: ../../content/applications/general/users/manage_users.rst:34
msgid ""
@@ -5350,6 +5355,8 @@ msgid ""
"View of a users form with a notification that the invitation email has been"
" sent in Odoo"
msgstr ""
"Vista del formulario del usuario con una notificación que dice que el correo"
" de invitación ha sido enviado en Odoo"
#: ../../content/applications/general/users/manage_users.rst:42
msgid ""
@@ -5373,6 +5380,8 @@ msgid ""
"View of a users form in developer mode emphasizing the user type field in "
"Odoo"
msgstr ""
"Vista del formulario de usuario en el modo desarrollador enfatizando el "
"campo de tipo de usuario en Odoo"
#: ../../content/applications/general/users/manage_users.rst:53
msgid ""
@@ -5429,7 +5438,7 @@ msgstr ""
#: ../../content/applications/general/users/manage_users.rstNone
msgid "Enabling Password Reset in Odoo Settings"
msgstr ""
msgstr "Activando el reestablecimiento de contraseñas en los Ajustes de Odoo"
#: ../../content/applications/general/users/manage_users.rst:94
msgid "Send reset instructions to users"
@@ -5467,6 +5476,8 @@ msgstr ""
#: ../../content/applications/general/users/manage_users.rstNone
msgid "Example of an email with a password reset link for an Odoo account"
msgstr ""
"Ejemplo de un correo electrónico con un enlace para restablecer la "
"contraseña para una cuenta de Odoo. "
#: ../../content/applications/general/users/manage_users.rst:114
msgid "Change users passwords"
@@ -5484,7 +5495,7 @@ msgstr ""
#: ../../content/applications/general/users/manage_users.rstNone
msgid "Change another user's password on Odoo"
msgstr ""
msgstr "Cambie la contraseña de otro usuario en Odoo "
#: ../../content/applications/general/users/manage_users.rst:123
msgid "Enter a new password and confirm by clicking on *Change Password*."
@@ -5540,6 +5551,7 @@ msgstr ""
#: ../../content/applications/general/users/manage_users.rstNone
msgid "View of a users form emphasizing the multi companies field in Odoo"
msgstr ""
"Vista del formulario del usuario enfatizando el campo multiempresas en Odoo"
#: ../../content/applications/general/users/manage_users.rst:152
msgid ":doc:`companies`"
@@ -6041,7 +6053,7 @@ msgstr "Vaya a :menuselection: `Aplicaciones` e instale el **Módulo VoIP**."
#: ../../content/applications/general/voip/axivox.rstNone
msgid "VoIP module installation on an Odoo database"
msgstr ""
msgstr "Instalación de un módulo VoIP en una base de datos de Odoo"
#: ../../content/applications/general/voip/axivox.rst:24
msgid ""
@@ -6070,6 +6082,7 @@ msgstr "**Entorno VoIP**: establecido como *Producción*."
#: ../../content/applications/general/voip/axivox.rstNone
msgid "Integration of Axivox as VoIP provider in an Odoo database"
msgstr ""
"Integración de Axivox como proveedor VoIP en una base de datos de Odoo"
#: ../../content/applications/general/voip/axivox.rst:37
msgid "Configure the VOIP user in the Odoo's user"
@@ -6098,6 +6111,7 @@ msgstr "**Contraseña SIP**: la *Contraseña SIP* de Axivox"
#: ../../content/applications/general/voip/axivox.rstNone
msgid "Integration of Axivox user in the Odoo user preference"
msgstr ""
"Integración de un usuario de Axivox en las preferencias de usuario de Odoo "
#: ../../content/applications/general/voip/axivox.rst:50
msgid ""
@@ -6111,7 +6125,7 @@ msgstr ""
#: ../../content/applications/general/voip/axivox.rst:0
msgid "SIP credentials in the Axivox manager"
msgstr ""
msgstr "Credenciales SIP en el gestor de Axivox"
#: ../../content/applications/general/voip/axivox.rst:58
msgid "Phone Calls"
@@ -6150,7 +6164,7 @@ msgstr ""
#: ../../content/applications/general/voip/axivox.rst:0
msgid "\"Missing Parameter\" error message in the Odoo softphone"
msgstr ""
msgstr "Mensaje de error \"Parámetro faltante\" en el softphone de Odoo"
#: ../../content/applications/general/voip/axivox.rst:80
msgid ""
@@ -6166,7 +6180,7 @@ msgstr ""
#: ../../content/applications/general/voip/axivox.rst:0
msgid "\"Incorrect Number\" error message in the Odoo softphone"
msgstr ""
msgstr "Mensaje de error \"Número incorrecto\" en el softphone de Odoo "
#: ../../content/applications/general/voip/onsip.rst:3
msgid "Use VoIP services in Odoo with OnSIP"

View File

@@ -22,8 +22,8 @@
# Pablo Rojas <rojaspablo88@gmail.com>, 2023
# Lucia Pacheco, 2023
# Braulio D. López Vázquez <bdl@odoo.com>, 2023
# Iran Villalobos López, 2023
# Fernanda Alvarez, 2023
# Iran Villalobos López, 2023
#
#, fuzzy
msgid ""
@@ -32,7 +32,7 @@ msgstr ""
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-03-03 11:23+0000\n"
"PO-Revision-Date: 2021-11-02 08:48+0000\n"
"Last-Translator: Fernanda Alvarez, 2023\n"
"Last-Translator: Iran Villalobos López, 2023\n"
"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
@@ -11965,7 +11965,7 @@ msgstr ""
#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:3
msgid "Manage vendor bills"
msgstr ""
msgstr "Gestionar facturas de proveedor"
#: ../../content/applications/inventory_and_mrp/purchase/manage_deals/manage.rst:5
msgid ""
@@ -12664,7 +12664,7 @@ msgstr ""
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rstNone
msgid "Enable the units of measure option in Odoo Sales"
msgstr ""
msgstr "Habilite la opción de unidades de medida en Ventas de Odoo"
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:29
msgid "Specify sales and purchase units of measure"
@@ -12724,7 +12724,7 @@ msgstr ""
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rstNone
msgid "Configure a product's units of measure in Odoo"
msgstr ""
msgstr "Configure las unidades de medida de un producto en Odoo "
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:56
msgid "Create new units of measure and units of measure categories"
@@ -12763,7 +12763,7 @@ msgstr ""
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rstNone
msgid "Create a new units of measure category in Odoo Purchase"
msgstr ""
msgstr "Cree una nueva categorría de unidades de medida en Compras de Odoo"
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:73
msgid ""
@@ -12798,7 +12798,7 @@ msgstr ""
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rstNone
msgid "Create a new reference unit of measure in Odoo Purchase"
msgstr ""
msgstr "Cree una nueva unidad de medida de referencia en Compras de Odoo"
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:89
msgid ""
@@ -12855,7 +12855,7 @@ msgstr "Para el rollo de cortina, debe establecer un ratio de 100."
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rstNone
msgid "Create a second unit of measure in Odoo Purchase"
msgstr ""
msgstr "Cree una segunda unidad de medida en Compras de Odoo"
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rst:112
msgid ""
@@ -12868,3 +12868,5 @@ msgstr ""
#: ../../content/applications/inventory_and_mrp/purchase/products/uom.rstNone
msgid "Set a product's units of measure using your own units in Odoo Purchase"
msgstr ""
"Establezca una unidad de medida en un producto usando sus propias unidades "
"en Compras de Odoo"

View File

@@ -12,6 +12,7 @@
# Martin Trigaux, 2023
# Braulio D. López Vázquez <bdl@odoo.com>, 2023
# Fernanda Alvarez, 2023
# Iran Villalobos López, 2023
#
#, fuzzy
msgid ""
@@ -20,7 +21,7 @@ msgstr ""
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-03-03 11:23+0000\n"
"PO-Revision-Date: 2021-11-02 08:49+0000\n"
"Last-Translator: Fernanda Alvarez, 2023\n"
"Last-Translator: Iran Villalobos López, 2023\n"
"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
@@ -2428,15 +2429,15 @@ msgstr "Elija uno de los siguientes :guilabel:`tipos de preguntas`:"
#: ../../content/applications/marketing/surveys/overview/create.rst:57
msgid ":guilabel:`Multiple Lines Text Box`"
msgstr ""
msgstr ":guilabel:`Cuadro de texto con múltiples líneas`"
#: ../../content/applications/marketing/surveys/overview/create.rst:58
msgid ":guilabel:`Single Line Text Box`"
msgstr ""
msgstr ":guilabel:`Cuadro de texto son una línea`"
#: ../../content/applications/marketing/surveys/overview/create.rst:59
msgid ":guilabel:`Numerical Value`"
msgstr ""
msgstr ":guilabel:`Valor númerico`"
#: ../../content/applications/marketing/surveys/overview/create.rst:60
msgid ":guilabel:`Date`"
@@ -2444,19 +2445,19 @@ msgstr ":guilabel:`Fecha`"
#: ../../content/applications/marketing/surveys/overview/create.rst:61
msgid ":guilabel:`Datetime`"
msgstr ""
msgstr ":guilabel:`Fecha y hora`"
#: ../../content/applications/marketing/surveys/overview/create.rst:62
msgid ":guilabel:`Multiple choice: only one answer`"
msgstr ""
msgstr ":guilabel:`Opción múltiple: solo una respuesta`"
#: ../../content/applications/marketing/surveys/overview/create.rst:63
msgid ":guilabel:`Multiple choice: multiple answers allowed`"
msgstr ""
msgstr ":guilabel:`Opción múltiple: se permiten varias respuestas`"
#: ../../content/applications/marketing/surveys/overview/create.rst:64
msgid ":guilabel:`Matrix`"
msgstr ""
msgstr ":guilabel:`Matriz`"
#: ../../content/applications/marketing/surveys/overview/create.rst:67
msgid ""
@@ -2465,10 +2466,14 @@ msgid ""
":guilabel:`Description` tab always remains the same, regardless of what "
"question is chosen."
msgstr ""
"Aparecerán diferentes funciones en las pestañas :guilabel:`Respuestas` y "
":guilabel:`Opciones`, dependiendo del :guilabel:`Tipo de pregunta` elegida. "
"Sin embargo, la pestaña :guilabel:`Descripción` siempre queda igual, sin "
"importar cual sea la pregunta elegida. "
#: ../../content/applications/marketing/surveys/overview/create.rst:72
msgid "Create sections and questions"
msgstr ""
msgstr "Crear secciones y preguntas"
#: ../../content/applications/marketing/surveys/overview/create.rst:74
msgid ""
@@ -2477,54 +2482,73 @@ msgid ""
"the :guilabel:`Answers` (if applicable), :guilabel:`Description`, and "
":guilabel:`Options` tabs."
msgstr ""
"Una vez que seleccionó un :guilabel:`Tipo de pregunta` hay tres posibles "
"pestañas donde puede personalizar la información para la pregunta. Estas "
"incluyen las pestañas de guilabel:`Respuestas` (si aplica), "
":guilabel:`Descripción` y :guilabel:`Opciones`. "
#: ../../content/applications/marketing/surveys/overview/create.rst:78
msgid ""
"Each tab offers a variety of different features depending on what "
":guilabel:`Question Type` was chosen."
msgstr ""
"Cada pestaña ofrece una variedad diferentes de funciones dependiendo de qué "
":guilabel:`Tipo de pregunta` escogió. "
#: ../../content/applications/marketing/surveys/overview/create.rst:81
msgid ""
"For example, in the :guilabel:`Options` tab, the following options may "
"appear:"
msgstr ""
"Por ejemplo, en la pestaña de :guilabel:`Opciones`, pueden aparecer las "
"siguientes opciones: "
#: ../../content/applications/marketing/surveys/overview/create.rst:83
msgid ":guilabel:`Mandatory Answer`: the question must be answered."
msgstr ""
msgstr ":guilabel:`Respuesta obligatoria`: debe responder la pregunta."
#: ../../content/applications/marketing/surveys/overview/create.rst:84
msgid ""
":guilabel:`Matrix Type`: for matrix-type questions, select if one choice or "
"multiple choices can be selected per row."
msgstr ""
":guilabel:`Tipo de matriz`: para preguntas de tipo matriz, seleccione si se "
"puede seleccionar una o más opciones por fila. "
#: ../../content/applications/marketing/surveys/overview/create.rst:86
msgid ":guilabel:`Number of columns`: select how many columns are displayed."
msgstr ""
":guilabel:`Número de caolumnas`: seleccione cuántas columnas se muestran."
#: ../../content/applications/marketing/surveys/overview/create.rst:87
msgid ":guilabel:`Images on answers`: allow images on the answer options."
msgstr ""
":guilabel:`Imágenes en las respuestas`: permita las imágenes en las opciones"
" de respuesta."
#: ../../content/applications/marketing/surveys/overview/create.rst:88
msgid ""
":guilabel:`Conditional Display`: determine if the question is displayed "
"based on the participant's answer to a previous question."
msgstr ""
":guilabel:`Mostrar con condición`: determina si la pregunta se muestra con "
"base en la respuesta del participante de una pregunta previa. "
#: ../../content/applications/marketing/surveys/overview/create.rst:90
msgid ""
":guilabel:`Show Comments Field`: allow the participant to type a comment in "
"a text box."
msgstr ""
":guilabel:`Mostrar campo de comentarios`: permita al participante escribir "
"un comentario en un cuadro de texto. "
#: ../../content/applications/marketing/surveys/overview/create.rst:91
msgid ""
":guilabel:`Question Time Limit`: for live session surveys, set a time limit "
"for the question."
msgstr ""
":guilabel:`Tiempo límite de la pregunta`: para las encuestas en sesiones en "
"vivo, establezca un tiempo límite para la pregunta."
#: ../../content/applications/marketing/surveys/overview/create.rst:94
msgid "Conditional Display"
@@ -2535,6 +2559,9 @@ msgid ""
":guilabel:`Conditional Display` means the question is only displayed if the "
"specified conditional answer has been selected in a previous question."
msgstr ""
":guilabel:`Visualización condicionada` significa que la pregunta solo es "
"visible si se seleccionó la respuesta condicional específica en la pregunta"
" anterior. "
#: ../../content/applications/marketing/surveys/overview/create.rst:99
msgid ""
@@ -2542,12 +2569,19 @@ msgid ""
":guilabel:`Triggering Question` field appears. Select a question from the "
"survey."
msgstr ""
"Cuando está seleccionada la casilla que está junto a "
":guilabel:`Visualización condicional`, aparecerá el campo de "
":guilabel:`Respuesta desencadenante`. Seleccione una pregunta de la "
"encuesta. "
#: ../../content/applications/marketing/surveys/overview/create.rst:102
msgid ""
"Then, a :guilabel:`Triggering Answer` field appears. Here, select which "
"answer will trigger this :guilabel:`Conditional Display` question."
msgstr ""
"Luego, aparecerá un campo de :guilabel:`Respuesta desencadenante`. "
"Seleccione que respuesta desencadenará la pregunta configurada como "
":guilabel:`Visualización condicional`."
#: ../../content/applications/marketing/surveys/overview/create.rst:106
msgid "Options tab"
@@ -2558,29 +2592,34 @@ msgid ""
"Back on the main survey template form, under the :guilabel:`Options` tab, "
"there are different sections of settings that can be modified."
msgstr ""
"En la plantilla del formulario de la encuesta principal, en la pestaña "
":guilabel:`Opciones`, hay secciones de ajustes que puede modificar. "
#: ../../content/applications/marketing/surveys/overview/create.rst:111
msgid "The sections include:"
msgstr ""
msgstr "Estas secciones incluyen: "
#: ../../content/applications/marketing/surveys/overview/create.rst:113
msgid ""
":guilabel:`Questions`: focuses on the overall presentation of the survey"
msgstr ""
":guilabel:`Preguntas`: se enfoca en la presentación general de la encuesta"
#: ../../content/applications/marketing/surveys/overview/create.rst:114
msgid ":guilabel:`Scoring`: decides how the survey is scored"
msgstr ""
msgstr ":guilabel:`Puntaje`: establece como se califica la encuesta "
#: ../../content/applications/marketing/surveys/overview/create.rst:115
msgid ":guilabel:`Candidates`: manages access to the survey"
msgstr ""
msgstr ":guilabel:`Candidatos`: gestiona el acceso a la encuesta "
#: ../../content/applications/marketing/surveys/overview/create.rst:116
msgid ""
":guilabel:`Live Session`: enables the survey into a real-time group "
"activity."
msgstr ""
":guilabel:`Sesión en vivo`: convierte la encuesta en una actividad grupal en"
" tiempo real. "
#: ../../content/applications/marketing/surveys/overview/create.rst:119
msgid "Questions"
@@ -2591,18 +2630,20 @@ msgid ""
"First, select the :guilabel:`Layout` of the survey. The following options "
"can be chosen:"
msgstr ""
"Primero, seleccione el :guilabel:`Diseño` de la encuesta. Puede elegir de "
"entre las siguientes opciones: "
#: ../../content/applications/marketing/surveys/overview/create.rst:123
msgid ":guilabel:`One page with all the questions`"
msgstr ""
msgstr ":guilabel:`Una página con todas las preguntas`"
#: ../../content/applications/marketing/surveys/overview/create.rst:124
msgid ":guilabel:`One page per section`"
msgstr ""
msgstr ":guilabel:`Una página por sección`"
#: ../../content/applications/marketing/surveys/overview/create.rst:125
msgid ":guilabel:`One page per question`"
msgstr ""
msgstr ":guilabel:`Una página por pregunta`"
#: ../../content/applications/marketing/surveys/overview/create.rst:127
msgid ""
@@ -2611,6 +2652,10 @@ msgid ""
"appears. If selected, the :guilabel:`Back Button` option allows the "
"participant to go back to a question during the survey."
msgstr ""
"Si selecciona la opción :guilabel:`Una página por sección` o :guilabel:`Una "
"página por pregunta`, aparecerá la opción :guilabel:`Botón de retroceso`. Si"
" selecciona la opción de :guilabel:`Botón de retroceso`, el participante "
"podrá regresar a una pregunta mientras hace la encuesta. "
#: ../../content/applications/marketing/surveys/overview/create.rst:131
msgid ""
@@ -2619,6 +2664,10 @@ msgid ""
" displayed. It is shown as either a :guilabel:`Percentage` or a "
":guilabel:`Number`."
msgstr ""
"Entre las opciones de :guilabel:`Diseño` se encuentra el ajuste de "
":guilabel:`Modo Progreso`, que indica cómo se muestra el progreso del "
"participante. Se muestra como un :guilabel:`Percentaje` o un "
":guilabel:`Número`. "
#: ../../content/applications/marketing/surveys/overview/create.rst:135
msgid ""
@@ -2626,6 +2675,10 @@ msgid ""
"To implement this option, simply check the box, and enter the amount of time"
" (in minutes) participants have to complete the survey."
msgstr ""
"Después, hay una opción disponible para agregar un :guilabel:`Tiempo límite "
"de la encuesta`. Para activar esta opción, simplemente seleccione la casilla"
" e introduzca la cantidad de tiempo (en minutos) que tienen los "
"participantes para terminar la encuesta. "
#: ../../content/applications/marketing/surveys/overview/create.rst:139
msgid ""
@@ -2634,6 +2687,11 @@ msgid ""
"section`, in other words, the number of random questions can be configured "
"by section. This mode is ignored in a live session."
msgstr ""
"Después de la opción :guilabel:`Tiempo límite de la encuesta` hay una "
"sección llamada :guilabel:`Selección de preguntas`. Aquí, puede seleccionar "
"que las preguntas aparezcan :guilabel:`Aleatorio por sección`, es decir, "
"puede configurar el número de preguntas aleatorias por sección. Esta opción "
"no se toma en cuenta en las sesiones en vivo. "
#: ../../content/applications/marketing/surveys/overview/create.rst:144
#: ../../content/applications/marketing/surveys/overview/scoring.rst:56
@@ -2649,18 +2707,20 @@ msgid ""
"The following options are available when deciding how a :guilabel:`Scoring` "
"method:"
msgstr ""
"Al decidir un método de :guilabel:`Puntuación` podrá escoger de entre las "
"siguientes opciones: "
#: ../../content/applications/marketing/surveys/overview/create.rst:151
msgid ":guilabel:`No scoring`"
msgstr ""
msgstr ":guilabel:`Sin puntaje`"
#: ../../content/applications/marketing/surveys/overview/create.rst:152
msgid ":guilabel:`Scoring with answers at the end`"
msgstr ""
msgstr ":guilabel:`Puntaje con respuestas al final`"
#: ../../content/applications/marketing/surveys/overview/create.rst:153
msgid ":guilabel:`Scoring without answers at the end`"
msgstr ""
msgstr ":guilabel:`Puntaje sin respuestas al final`"
#: ../../content/applications/marketing/surveys/overview/create.rst:155
msgid ""
@@ -2669,6 +2729,10 @@ msgid ""
":guilabel:`Success %` field appears. Set the percentage of correct answers "
"needed to pass the survey."
msgstr ""
"Si selecciona la opción :guilabel:`Puntaje con respuestas al final` o "
":guilabel:`Puntaje din respuestas al final`, aparecerá un campo de "
":guilabel:`Porcentaje de puntaje obligatorio`. Establezca el puntaje de "
"respuestas correctas necesarias para aprobar la encuesta. "
#: ../../content/applications/marketing/surveys/overview/create.rst:159
msgid ""
@@ -2680,6 +2744,13 @@ msgid ""
"score, an email from Odoo will automatically be sent to that person using "
"the selected email template."
msgstr ""
"Luego, tendrá la opción de convertir la encuesta en una certificación. Para "
"hacerlo, seleccione la casilla que está junto a la opción :guilabel:`Es una "
"certificación` y aparecerán otros dos campos. Seleccione un color en el "
"campo :guilabel:`Plantilla de la certificación` y luego elija una "
":guilabel:`Plantilla de correo electrónico`. Cuando un participante aprueba "
"la certificación con el puntaje requerido, se le enviará automáticamente un "
"correo usando la plantilla seleccionada. "
#: ../../content/applications/marketing/surveys/overview/create.rst:165
msgid ""
@@ -2687,6 +2758,9 @@ msgid ""
":guilabel:`Certification Badge` is set, the survey participant also receives"
" a badge upon passing the certification."
msgstr ""
"Si la función :guilabel:`Dar insignia` está activada y está establecida la "
"opción :guilabel:`Insignia de certificación`, el participante también "
"recibirá una insignia al aprobar la certificación. "
#: ../../content/applications/marketing/surveys/overview/create.rst:169
#: ../../content/applications/marketing/surveys/overview/time_random.rst:48
@@ -2703,6 +2777,9 @@ msgid ""
"options to choose between: :guilabel:`Anyone with the link` and "
":guilabel:`Invited people only`."
msgstr ""
"Para determinar el acceso a la encuesta, el :guilabel:`Modo de acceso` le "
"permite escoger de entre dos opciones: :guilabel:`Cualquier persona que "
"tenga el enlace` y :guilabel:`Solo personas con invitación`. "
#: ../../content/applications/marketing/surveys/overview/create.rst:177
msgid ""
@@ -2712,6 +2789,12 @@ msgid ""
"also populates, in which the number of survey attempts is defined for the "
"participant."
msgstr ""
"Debajo de la casilla :guilabel:`Evaluación solo para gerentes`, está la "
"opción de :guilabel:`Se requiere inicio de sesión` para solicitarle al "
"participante que inicie sesión para realizar la encuesta. Si está activada "
"esta opción, también se completará un campo de :guilabel:`Limitar "
"intentos`, en el cual se definen el número de intentos que tiene el "
"participante para realizar la encuesta. "
#: ../../content/applications/marketing/surveys/overview/create.rst:182
msgid "Live Session"
@@ -2723,6 +2806,9 @@ msgid ""
"conducting surveys in real-time, wherein they directly engage with and "
"collect answers from a live audience."
msgstr ""
"La sección :guilabel:`Sesión en vivo` está dedicada a los usuarios que "
"realizan encuestas en tiempo real, donde interactúan y obtienen respuestas "
"de una audiencia en vivo. "
#: ../../content/applications/marketing/surveys/overview/create.rst:187
msgid ""
@@ -2732,10 +2818,15 @@ msgid ""
"answers`. By checking it, attendees will get more points if they answer "
"quickly."
msgstr ""
"Personalice el :guilabel:`Código de sesión` aquí; los participantes "
"necesitan este código para acceder a la encuesta de la sesión en vivo. "
"Premie a los participantes cuando repondan rápidamente seleccionando la "
"casilla :guilabel:`Premiar respuestas rápidas`. Al seleccionarla, los "
"asistentes obtendrán más puntos si responden rápidamente. "
#: ../../content/applications/marketing/surveys/overview/create.rst:193
msgid "Description tab"
msgstr ""
msgstr "Pestaña de descripción"
#: ../../content/applications/marketing/surveys/overview/create.rst:195
msgid ""
@@ -2744,6 +2835,11 @@ msgid ""
"beneath the title on the survey's homepage, which is on the front end of the"
" website made through the Odoo :guilabel:`Website` app."
msgstr ""
"En la página principal de la plantilla de la encuesta está la pestaña de "
":guilabel:`Descripción`, dónde puede agregar una descripción personalizada "
"de la encuesta. Esto se muestra debajo del título de la página principal de "
"la encuesta, que está en el frontend de la página web que creó a través de "
"la aplicación :guilabel:`Sitio web` de Odoo. "
#: ../../content/applications/marketing/surveys/overview/create.rst:200
msgid "Test and share the survey"
@@ -2755,6 +2851,10 @@ msgid ""
"errors before finally sending it out to the participants by clicking "
":guilabel:`Test` in the upper left corner of the survey template page."
msgstr ""
"Una vez que creó y guardó la encuesta, haga una prueba para verificar que no"
" haya errores antes de enviarla a los participantes haciendo clic en el "
"botón :guilabel:`Prueba` que está en la esquina superior izquierda de la "
"página de la plantilla de la encuesta. "
#: ../../content/applications/marketing/surveys/overview/create.rst:206
msgid ""
@@ -2763,6 +2863,10 @@ msgid ""
" participants. Proceed to run through the survey, like a normal participant,"
" to check for errors."
msgstr ""
"Al activar está función, Odoo lo redirecciona a una versión de prueba de la "
"encuesta en el frontend del sitio web. Esta página muestra como lucirá la "
"encuesta para los participantes. Realice la encuesta como lo haría el "
"participante para revisar que no haya errores. "
#: ../../content/applications/marketing/surveys/overview/create.rst:210
msgid ""
@@ -2772,6 +2876,12 @@ msgid ""
" the backend, make any further changes, as needed, before officially sending"
" the survey out to participants."
msgstr ""
"Para regresar al formulario de la plantilla de la encuesta en el backend, "
"solo haga clic en el enlace que está en el panel azul en la parte superior "
"de la página que dice :guilabel:`Está es una prueba. Editar encuesta`. Una "
"vez que Odoo lo redirecciona a la plantilla de la encuesta en el backend, "
"haga los cambios necesarios antes de enviar oficialmente la encuesta a los "
"participantes. "
#: ../../content/applications/marketing/surveys/overview/create.rst:215
msgid ""
@@ -2779,6 +2889,10 @@ msgid ""
":guilabel:`Start Survey` button in the upper-left corner of the survey "
"template form. Then, click :guilabel:`Share`."
msgstr ""
"Cuando esté listo para compartir la encuesta con la audiencia, haga clic en "
"el botón :guilabel:`Iniciar encuesta` que está en el lado superior izquierdo"
" del formulario de la plantilla de la encuesta. Luego haga clic en "
":guilabel:`Compartir`. "
#: ../../content/applications/marketing/surveys/overview/create.rst:218
msgid ""
@@ -2787,6 +2901,12 @@ msgid ""
" the :guilabel:`Additional emails` field (for contacts that do not want to "
"be listed in the Odoo database). Finally, click :guilabel:`Send`."
msgstr ""
"En la ventana emergente que aparece, en el campo :guilabel:`Destinatarios`, "
"agregue a los destinatarios que recibirán la encuesta (para contactos ya "
"existentes en la base de datos de Odoo). También puede elegir el campo "
":guilabel:`Correos adicionales` (para contactos que no quieran estar "
"registrados en la base de datos de Odoo). Finalmente, haga clic en "
":guilabel:`Enviar`. "
#: ../../content/applications/marketing/surveys/overview/create.rst:222
msgid ""
@@ -2795,10 +2915,15 @@ msgid ""
"button in the upper left corner. To end the survey, click the "
":guilabel:`Close` button on the survey template form."
msgstr ""
"Mientras recibe las respuestas, revíselas haciendo clic en el botón "
"inteligente de :guilabel:`Respuestas` en el formulario de la plantilla de la"
" encuesta o en el botón de :guilabel:`Ver resultados` que está en la esquina"
" superior izquierda. Para terminar la encuesta, haga clic en el botón de "
":guilabel:`Cerrar` en el formulario de la plantilla de la encuesta. "
#: ../../content/applications/marketing/surveys/overview/scoring.rst:3
msgid "Scoring surveys"
msgstr ""
msgstr "Puntaje de las encuestas"
#: ../../content/applications/marketing/surveys/overview/scoring.rst:5
msgid ""
@@ -2807,6 +2932,10 @@ msgid ""
"survey, these points are summed up, resulting in the participant's final "
"score."
msgstr ""
"Para tener una métrica del rendimiento, conocimiento y satisfacción general "
"del participante, Odoo asigna puntos a las respuestas de las encuestas. Al "
"final de la encuesta, estos puntos se suman dando como resultado el puntaje "
"final. "
#: ../../content/applications/marketing/surveys/overview/scoring.rst:9
msgid ""
@@ -2815,6 +2944,11 @@ msgid ""
"Under the :guilabel;`Scoring` section, choose between :guilabel:`Scoring "
"with answers at the end` or :guilabel:`Scoring without answers at the end`."
msgstr ""
"Para agregar puntos a las encuestas, abra la aplicación "
":guilabel:`Encuestas`, seleccione el formulario de encuesta que desee y haga"
" clic en la pestaña de :guilabel:`Opciones`. En la sección "
":guilabel;`Puntaje`, seleccione entre las opciones de :guilabel:`Puntaje con"
" respuestas al final` o :guilabel:`Puntaje sin respuestas al final`. "
#: ../../content/applications/marketing/surveys/overview/scoring.rst:14
msgid ""
@@ -2823,6 +2957,10 @@ msgid ""
" got right or wrong. On questions where there was an incorrect answer, the "
"correct answer will be highlighted."
msgstr ""
":guilabel:`Puntaje con respuestas al final` le muestra al participante sus "
"respuestas correctas e incorrectas después de haber terminado la encuesta. "
"En las preguntas donde respondió incorrectamente, la respuesta correcta "
"estará resaltada. "
#: ../../content/applications/marketing/surveys/overview/scoring.rst:18
msgid ""
@@ -2830,6 +2968,9 @@ msgid ""
"participant their answer choices after completing the survey, only their "
"final score."
msgstr ""
":guilabel:`Puntaje sin respuestas al final` no le muestra al participante "
"sus respuestas después de terminar la encuesta, solo aparece su puntaje "
"final. "
#: ../../content/applications/marketing/surveys/overview/scoring.rst:21
msgid ""
@@ -2838,6 +2979,10 @@ msgid ""
"answer` box for the choice that is the correct answer and attach a score "
"value."
msgstr ""
"Para indicar cuáles son las respuestas correctas, haga clic en la "
":guilabel:`Pestaña de preguntas` y elija una pregunta. En el formulario de "
"preguntas, seleccione la casilla :guilabel:`Respuesta correcta` para la "
"opción correcta y agregue un valor de puntuación. "
#: ../../content/applications/marketing/surveys/overview/scoring.rst:25
msgid ""
@@ -2845,6 +2990,10 @@ msgid ""
":guilabel:`Success %`. The percentage entered determines what percentage of "
"correct answers is needed to pass the survey."
msgstr ""
"En la pestaña :guilabel:`Opciones` de la encuesta, establezca el "
":guilabel:`Porcentaje del puntaje obligatorio`. El porcentaje que introduzca"
" determina el porcentaje correcto de respuestas correctas para aprobar la "
"encuesta. "
#: ../../content/applications/marketing/surveys/overview/scoring.rst:28
msgid ""
@@ -2853,6 +3002,11 @@ msgid ""
"indicates that the survey asks questions to test the participants' knowledge"
" level on a subject."
msgstr ""
"Más adelante en la pestaña de :guilabel:`Opciones` de la encuesta, los "
"administradores de la misma también pueden convertir la encuesta en una "
"certificación. Una certificación indica que la encuesta contiene preguntas "
"que ponen a prueba el nivel de conocimiento del participante sobre un tema."
" "
#: ../../content/applications/marketing/surveys/overview/scoring.rst:32
msgid ""
@@ -2862,6 +3016,12 @@ msgid ""
"survey with a final score that is greater than or equal to the set "
":guilabel:`Success %`."
msgstr ""
"Al activar la opción de :guilabel:`Es una certificación`, seleccione "
"también una :guilabel:`Plantilla de correo electrónico de la certificación`."
" Se enviará automáticamente la certificación usando esa plantilla de correo "
"a los usuarios que aprobaron la encuesta con un puntaje final que sea mayor "
"o igual al que estableció en :guilabel:`Porcentaje de puntuación "
"obligatorio`. "
#: ../../content/applications/marketing/surveys/overview/scoring.rst:36
msgid ""
@@ -2872,12 +3032,21 @@ msgid ""
"option to :guilabel:`Give Badge`, located beneath the "
":guilabel:`Certification` options in the :guilabel:`Scoring` section."
msgstr ""
"En la sección de :guilabel:`Participantes`, puede pedirle a los "
"participantes que inicien sesión para realizar la encuesta. Si está activada"
" la opción de :guilabel:`Se requiere inicio de sesión`, aparecerán dos "
"nuevas opciones: la casilla de :guilabel:`Límitar intentos`, lo que limíta "
"el número de veces que un participante puede intentar realizar la encuesta, "
"y la opción :guilabel:`Dar insignia`, ubicada debajo de las opciones de "
":guilabel:`Certificación` en la sección de :guilabel:`Puntaje. ` "
#: ../../content/applications/marketing/surveys/overview/scoring.rstNone
msgid ""
"Setting the Required Score (percentage), login required, and certification "
"template."
msgstr ""
"Configuración del puntaje requerido (en porcentaje), el inicio de sesión "
"requerido y la plantilla de la certificación. "
#: ../../content/applications/marketing/surveys/overview/scoring.rst:46
msgid ""
@@ -2886,24 +3055,33 @@ msgid ""
"gaining points. Besides the awardee, website visitors who access the "
":guilabel:`Courses` page will also be able to see the granted badges."
msgstr ""
"Las insignias se muestran en la sección de eLearning del portal del usuario "
"y son una forma de establecer objetivos y premiar a los participantes por "
"aprobar las encuestas o ganar puntos. Además del participante premiado, los "
"visitantes del sitio web que accedan a la página de :guilabel:`Cursos` "
"también podrán ver las insignias,"
#: ../../content/applications/marketing/surveys/overview/scoring.rstNone
msgid "Example of how a badge looks on the eLearning portion of the website."
msgstr ""
"Ejemplo de cómo se ve una insignia en la sección de eLearning del sitio web."
" "
#: ../../content/applications/marketing/surveys/overview/time_random.rst:3
msgid "Timed and randomized questions"
msgstr ""
msgstr "Preguntas cronometradas y aleatorias "
#: ../../content/applications/marketing/surveys/overview/time_random.rst:5
msgid ""
"When creating a survey in Odoo, there are options to set a time limit on the"
" survey and randomize the questions."
msgstr ""
"Al crear una encuesta en Odoo, hay opciones que le permiten establecer un "
"tiempo límite en la encuesta y mostrar las preguntas aleatoriamente. "
#: ../../content/applications/marketing/surveys/overview/time_random.rst:9
msgid "Time limit"
msgstr ""
msgstr "Tiempo límite"
#: ../../content/applications/marketing/surveys/overview/time_random.rst:11
msgid ""
@@ -2913,16 +3091,26 @@ msgid ""
" external resources (e.g. web search), and reduces the survey to a \"closed "
"book\" testing environment."
msgstr ""
"Durante una encuesta con tiempo límite, los participantes deben terminarla "
"dentro de un periodo de tiempo establecido. Un caso de uso muy común en el "
"que se usa el tiempo límite es para reducir la propabilidad de que el "
"participante busque las respuestas en otro lado (por ejemplo, en internet), "
"y establce la encuesta como un ambiente de prueba a \"libro cerrado\". "
#: ../../content/applications/marketing/surveys/overview/time_random.rst:16
msgid ""
"Find the :guilabel:`Survey Time Limit` setting in the :guilabel:`Options` "
"tab of the survey form, under the :guilabel:`Questions` section."
msgstr ""
"Busque la opción :guilabel:`Tiempo límite de la encuesta` en la pestaña de "
":guilabel:`Opciones` del formulario de la encuesta, en la sección de "
":guilabel:`Preguntas`. "
#: ../../content/applications/marketing/surveys/overview/time_random.rstNone
msgid "Time limit field in the options tab of a survey template form."
msgstr ""
"El campo de tiempo límite en la pestaña de opciones de una plantilla del "
"formulario de una encuesta. "
#: ../../content/applications/marketing/surveys/overview/time_random.rst:23
msgid ""
@@ -2930,16 +3118,22 @@ msgid ""
"displayed on every page of the survey, letting participants keep track of "
"the time remaining while the survey is active."
msgstr ""
"Cuando selecciona la opción :guilabel:`Tiempo límite de la encuesta`, "
"aparecerá un cronómetro en cada página de la encuesta, permitiendole a los "
"participantes estar atentos al tiempo restante mientras la encuesta está "
"activa. "
#: ../../content/applications/marketing/surveys/overview/time_random.rst:27
msgid ""
"Participants that do not submit their survey by the preconfigured time limit"
" will *not* have their answers saved."
msgstr ""
"A los participantes que no suban su encuesta en el tiempo límite "
"preesablecido *no* se les guardarán sus respuestas. "
#: ../../content/applications/marketing/surveys/overview/time_random.rst:31
msgid "Randomized selection"
msgstr ""
msgstr "Aleatorio por sección "
#: ../../content/applications/marketing/surveys/overview/time_random.rst:33
msgid ""
@@ -2948,6 +3142,11 @@ msgid ""
"randomization as a survey method discourages participants from looking at "
"each other's responses, and helps control for individual testing."
msgstr ""
"Cuando una encuesta es aleatoria, Odoo mezcla las preguntas y las muestra en"
" un orden aleatorio cada vez que un participante comienza a responder las "
"preguntas. Utilizar este método no le permite a los participantes comparar "
"sus respuestas entre ellos y ayuda a darle control para pruebas "
"individuales. "
#: ../../content/applications/marketing/surveys/overview/time_random.rst:37
msgid ""
@@ -2958,7 +3157,13 @@ msgid ""
"count` column. From there, determine how many questions (per section) Odoo "
"should select and display during the shuffling of questions."
msgstr ""
"Para hacer aleatoria una encuesta, haga clic en la pestaña de "
":guilabel:`Opciones` en el formulario de la encuesta. En la sección de "
":guilabel:`Preguntas`, seleccione :guilabel:`Aleatorio por sección` para el "
"campo de :guilabel:`Selección de preguntas`. Después de activarla, vaya a la"
" pestaña de :guilabel:`` "
#: ../../content/applications/marketing/surveys/overview/time_random.rstNone
msgid "Randomized question count in the questions tab of a survey."
msgstr ""
"Número de preguntas aleatorias en la pestaña de preguntas de una encuesta. "

View File

@@ -14,6 +14,7 @@
# Pedro M. Baeza <pedro.baeza@tecnativa.com>, 2023
# Braulio D. López Vázquez <bdl@odoo.com>, 2023
# Fernanda Alvarez, 2023
# Iran Villalobos López, 2023
#
#, fuzzy
msgid ""
@@ -22,7 +23,7 @@ msgstr ""
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-03-03 11:23+0000\n"
"PO-Revision-Date: 2021-11-02 08:49+0000\n"
"Last-Translator: Fernanda Alvarez, 2023\n"
"Last-Translator: Iran Villalobos López, 2023\n"
"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
@@ -4654,10 +4655,12 @@ msgid ""
"With Studio, you can edit existing PDF reports (e.g., orders and quotations)"
" or create new ones."
msgstr ""
"Con Studio, puede editar reportes en PDF existentes (por ejemplo, órdenes y "
"cotizaciones) o crear nuevos. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:10
msgid "Default layout"
msgstr ""
msgstr "Diseño predeterminado "
#: ../../content/applications/productivity/studio/pdf_reports.rst:12
msgid ""
@@ -4666,12 +4669,18 @@ msgid ""
"Document Layout`. Layout settings apply to all reports but only to the "
"current company."
msgstr ""
"El diseño predeterminado de los reportes se maneja fuera de Studio. Vaya a "
":menuselection:`Ajustes --> Empresas: Diseño del documento --> Configruación"
" del diseño del documento`. Los ajustes del diseño aplican a todos los "
"reportes pero solo de la empresa actual. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:17
msgid ""
"Use :guilabel:`Download PDF Preview` to view how the different settings "
"affect the layout of a sample invoice."
msgstr ""
"Use :guilabel:`Descargar la vista previa del PDF` para ver como los "
"diferentes ajustes pueden alterar el diseño de una simple factura. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:23
msgid "Layout"
@@ -4679,7 +4688,7 @@ msgstr "Diseño"
#: ../../content/applications/productivity/studio/pdf_reports.rst:25
msgid "Four layouts are available."
msgstr ""
msgstr "Hay cuatro diseños disponibles. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:29
msgid "Light"
@@ -4687,7 +4696,7 @@ msgstr "Light"
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Light report layout sample"
msgstr ""
msgstr "Ejemplo del diseño de reporte Light"
#: ../../content/applications/productivity/studio/pdf_reports.rst:35
msgid "Boxed"
@@ -4695,7 +4704,7 @@ msgstr "Archivado"
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Boxed report layout sample"
msgstr ""
msgstr "Ejemplo del diseño de reporte Con tabla "
#: ../../content/applications/productivity/studio/pdf_reports.rst:41
msgid "Bold"
@@ -4703,7 +4712,7 @@ msgstr "Negrita"
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Bold report layout sample"
msgstr ""
msgstr "Ejemplo del diseño del reporte en Negritas"
#: ../../content/applications/productivity/studio/pdf_reports.rst:47
msgid "Striped"
@@ -4711,7 +4720,7 @@ msgstr "Listado"
#: ../../content/applications/productivity/studio/pdf_reports.rst:0
msgid "Striped report layout sample"
msgstr ""
msgstr "Ejemplo del diseño de reporte Subrayado"
#: ../../content/applications/productivity/studio/pdf_reports.rst:56
msgid "Font"
@@ -4722,47 +4731,53 @@ msgid ""
"Seven fonts are available. Click on the links below to preview them on "
"`Google Fonts <https://fonts.google.com/>`_."
msgstr ""
"Están disponibles siete tipos de letra. Haga clic en los enlaces a "
"continuación para obtener una vista previa en `Google Fonts "
"<https://fonts.google.com/>`_. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:61
msgid "`Lato <https://fonts.google.com/specimen/Lato#type-tester>`_"
msgstr ""
msgstr "`Lato <https://fonts.google.com/specimen/Lato#type-tester>`_"
#: ../../content/applications/productivity/studio/pdf_reports.rst:62
msgid "`Roboto <https://fonts.google.com/specimen/Roboto#type-tester>`_"
msgstr ""
msgstr "`Roboto <https://fonts.google.com/specimen/Roboto#type-tester>`_"
#: ../../content/applications/productivity/studio/pdf_reports.rst:63
msgid "`Open Sans <https://fonts.google.com/specimen/Open+Sans#type-tester>`_"
msgstr ""
"`Open Sans <https://fonts.google.com/specimen/Open+Sans#type-tester>`_"
#: ../../content/applications/productivity/studio/pdf_reports.rst:64
msgid ""
"`Montserrat <https://fonts.google.com/specimen/Montserrat#type-tester>`_"
msgstr ""
"`Montserrat <https://fonts.google.com/specimen/Montserrat#type-tester>`_"
#: ../../content/applications/productivity/studio/pdf_reports.rst:65
msgid "`Oswald <https://fonts.google.com/specimen/Oswald#type-tester>`_"
msgstr ""
msgstr "`Oswald <https://fonts.google.com/specimen/Oswald#type-tester>`_"
#: ../../content/applications/productivity/studio/pdf_reports.rst:66
msgid "`Raleway <https://fonts.google.com/specimen/Raleway#type-tester>`_"
msgstr ""
msgstr "`Raleway <https://fonts.google.com/specimen/Raleway#type-tester>`_"
#: ../../content/applications/productivity/studio/pdf_reports.rst:67
msgid "`Tajawal <https://fonts.google.com/specimen/Tajawal#type-tester>`_"
msgstr ""
msgstr "`Tajawal <https://fonts.google.com/specimen/Tajawal#type-tester>`_"
#: ../../content/applications/productivity/studio/pdf_reports.rst:70
msgid ":guilabel:`Tajawal` supports both Arabic and Latin scripts."
msgstr ""
msgstr ":guilabel:`Tajawal` supports both Arabic and Latin scripts."
#: ../../content/applications/productivity/studio/pdf_reports.rst:75
msgid "Company logo"
msgstr ""
msgstr "Logo de la empresa "
#: ../../content/applications/productivity/studio/pdf_reports.rst:77
msgid "Upload an image file to add a :guilabel:`Company Logo`."
msgstr ""
"Suba un archivo de imagen para agregar un :guilabel:`Logo de la empresa`. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:80
msgid ""
@@ -4770,6 +4785,9 @@ msgid ""
" can access by going to :menuselection:`General Settings --> Companies --> "
"Update Info`."
msgstr ""
"Esto agrega el logo al registro de la empresa en el modelo *Empresa*, al que"
" puede acceder si va a :menuselection:`Ajustes generales --> Empresas --> "
"Actualizar información`."
#: ../../content/applications/productivity/studio/pdf_reports.rst:86
msgid "Colors"
@@ -4781,32 +4799,39 @@ msgid ""
" important elements. The default colors are automatically generated based on"
" the colors of the logo."
msgstr ""
"Cambie los colores primarios y secundarios que usa en los reportes para "
"resaltar elementos importantes. Los colores predeterminados se generan "
"automáticamente con base en los colores del logo. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:94
msgid "Layout background"
msgstr ""
msgstr "Diseño del fondo "
#: ../../content/applications/productivity/studio/pdf_reports.rst:96
msgid "Change the :guilabel:`Layout Background` of the report:"
msgstr ""
msgstr "Cambie el :guilabel:`Diseño del fondo` del reporte: "
#: ../../content/applications/productivity/studio/pdf_reports.rst:98
msgid ":guilabel:`Blank`: nothing is displayed."
msgstr ""
msgstr ":guilabel:`En blanco`: no se muestra nada."
#: ../../content/applications/productivity/studio/pdf_reports.rst:99
msgid ""
":guilabel:`Geometric`: an image featuring geometric shapes is displayed in "
"the background."
msgstr ""
":guilabel:`Geometrico`: se muestra una imagen con figuras geométricas de "
"fondo. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:100
msgid ":guilabel:`Custom`: use a custom background image by uploading one."
msgstr ""
":guilabel:`Personalizado`: suba una imagen personalizada para usarla de "
"fondo."
#: ../../content/applications/productivity/studio/pdf_reports.rst:105
msgid "Company tagline"
msgstr ""
msgstr "Lema de la empresa"
#: ../../content/applications/productivity/studio/pdf_reports.rst:107
msgid ""
@@ -4814,10 +4839,13 @@ msgid ""
" reports <studio/pdf-reports/header-footer/external>`. You can add multiple "
"lines of text."
msgstr ""
"El :guilabel:`Lema de la empresa` se muestra en el encabezado de "
":ref:`Reportes externos <studio/pdf-reports/header-footer/external>`. Puede "
"agregar varias líneas de texto. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:113
msgid "Company details"
msgstr ""
msgstr "Detalles de la empresa "
#: ../../content/applications/productivity/studio/pdf_reports.rst:115
msgid ""
@@ -4825,6 +4853,9 @@ msgid ""
":ref:`External reports <studio/pdf-reports/header-footer/external>`. You can"
" add multiple lines of text."
msgstr ""
"Los :guilabel:`Detalles de la empresa` se muestran en el encabezado de "
":ref:`Reportes externos <studio/pdf-reports/header-footer/external>`. Puede "
"agregar varias líneas de texto. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:121
msgid "Footer"
@@ -4836,6 +4867,9 @@ msgid ""
"reports' <studio/pdf-reports/header-footer/external>` footers. You can add "
"multiple lines of text."
msgstr ""
"Use el campo :guilabel:`Pie de página` para poner texto en el pie de página "
"de los :ref:`Reportes externos' <studio/pdf-reports/header-"
"footer/external>`. Puede agrergar varias líneas de texto. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:129
msgid "Paper format"
@@ -4847,6 +4881,9 @@ msgid ""
"You can either select :guilabel:`A4` (21 cm x 29.7 cm) or :guilabel:`US "
"Letter` (21.59 cm x 27.54 cm)."
msgstr ""
"Use el campo de :guilabel:`Formato de papel` para cambiar el tamaño del "
"papel de los repórtes. Puede seleccionar :guilabel:`A4` (21 cm x 29.7 cm) o "
":guilabel:`Carta US` (21.59 cm x 27.54 cm)."
#: ../../content/applications/productivity/studio/pdf_reports.rst:135
msgid ""
@@ -4858,10 +4895,12 @@ msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rstNone
msgid "Configuration pop-up window for the default layout of PDF reports"
msgstr ""
"Ventana emergente de configuración para el diseño predeterminado de los "
"reportes en PDF"
#: ../../content/applications/productivity/studio/pdf_reports.rst:146
msgid "Header and footer"
msgstr ""
msgstr "Encabezado y pie de página "
#: ../../content/applications/productivity/studio/pdf_reports.rst:148
msgid ""
@@ -4873,6 +4912,13 @@ msgid ""
"reports/header-footer/internal`, or :ref:`studio/pdf-reports/header-"
"footer/blank`."
msgstr ""
"Al crear un reporte nuevo en Studio, primero debe elegir uno de entre tres "
"estilos de reporte. Esto se usa para determinar qué encabezado y pie de "
"página se mostrará. Para hcerlo, vaya a la aplicación en dónde quiere "
"agregar un nuevo reporte, luego a el :menuselection:`Botón de Studio --> "
"Reportes --> Crear` y seleccione :ref:`studio/pdf-reports/header-"
"footer/external`, :ref:`studio/pdf-reports/header-footer/internal` o "
":ref:`studio/pdf-reports/header-footer/blank`. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:157
msgid "External"
@@ -4885,12 +4931,18 @@ msgid ""
":guilabel:`Company Name`, :guilabel:`Phone`, :guilabel:`Email`, and "
":guilabel:`Website`."
msgstr ""
"El encabezado muestra el :ref:`studio/pdf-reports/default-layout/logo` y "
"varios valores establecidos en el modelo *Empresa*: el :guilabel:`Nombre de "
"la empresa`, :guilabel:`Teléfono`, :guilabel:`Corre electrónico` y "
":guilabel:`Sitio web`. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:164
msgid ""
"To change a company's information, go to :menuselection:`Settings --> "
"Companies --> Update Info`."
msgstr ""
"Para cambiar la información de la empresa, vaya a :menuselection:`Ajustes "
"--> Empresas --> Actualizar información`. "
#: ../../content/applications/productivity/studio/pdf_reports.rstNone
msgid "Example of an External header"
@@ -5146,22 +5198,31 @@ msgid ""
":guilabel:`Name`: change the report name. The new name is applied everywhere"
" (in Studio, under the :guilabel:`Print` button, and for the PDF file name)."
msgstr ""
":guilabel:`Nombre`: cambie el nombre del reporte. El nuevo nombre se cambia "
"en todos lados (en Studio, en el botón :guilabel:`Imprimir` y para el nombre"
" del archivo PDF). "
#: ../../content/applications/productivity/studio/pdf_reports.rst:296
msgid ":guilabel:`Paper format`: change the paper size of the report."
msgstr ""
":guilabel:`Formato del papel`: cambie el tamaño del papel del reporte."
#: ../../content/applications/productivity/studio/pdf_reports.rst:298
msgid ""
":guilabel:`Add in print`: add the report under the :guilabel:`🖶 Print` "
"button available on the record."
msgstr ""
":guilabel:`Agergar para imprimir`: agregue el reporte en el botón "
":guilabel:`🖶 Imprimir` qie está disponible en el registro. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:301
msgid ""
":guilabel:`Limit visibility to groups`: limit the availability of the PDF "
"report to specific :doc:`user groups <../../general/users/access_rights>`."
msgstr ""
":guilabel:`Visibilidad limitada a los grupos`: limíte la disponibilidad del "
"reporte en PDF a :doc:`grupos de usuarios user groups "
"<../../general/users/access_rights>` específicos. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:305
msgid "Options tab"
@@ -5187,34 +5248,42 @@ msgstr ""
#: ../../content/applications/productivity/studio/pdf_reports.rst:317
msgid "Below are presented some of the most common options:"
msgstr ""
msgstr "A continuación están algunas de las opciones más comunes: "
#: ../../content/applications/productivity/studio/pdf_reports.rst:319
msgid ""
":guilabel:`Margins`: add spacing at the :guilabel:`top`, :guilabel:`right`, "
":guilabel:`bottom`, and :guilabel:`left` of the element."
msgstr ""
":guilabel:`Márgenes`: agaregue un espaciado en la parte "
":guilabel:`superior`, :guilabel:`derecha`, :guilabel:`inferior`, e "
":guilabel:`izquierda` del elemento. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:322
msgid ":guilabel:`Width`: set the element's maximum width."
msgstr ""
msgstr ":guilabel:`Ancho`: establezca el ancho máximo del elemento. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:324
msgid ""
":guilabel:`Visible if`: set under which condition(s) the element should be "
"displayed."
msgstr ""
":guilabel:`Visible si`: establezca bajo que condición(es) se debe mostrar el"
" elemento. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:326
msgid ""
":guilabel:`Visible for`: set for which :doc:`users groups "
"<../../general/users/access_rights>` the element should be displayed."
msgstr ""
":guilabel:`Visible para`: establezca para qué :doc:`grupos de usuarios "
"<../../general/users/access_rights>` se debe mostrar el elemento. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:329
msgid ""
":guilabel:`Remove from View`: remove the element from the report's view."
msgstr ""
":guilabel:`Quitar de la vista`: quitar el elemento de la vista del reporte."
#: ../../content/applications/productivity/studio/pdf_reports.rst:331
msgid ":guilabel:`Text decoration`: bold, italicize, and underline the font."
@@ -5227,14 +5296,19 @@ msgid ""
":guilabel:`Alignment`: align the element to the left, center, or right of "
"the report."
msgstr ""
":guilabel:`Alineación`: alinee el elemento a la izquierda, al centro o a la "
"derecha del reporte. "
#: ../../content/applications/productivity/studio/pdf_reports.rst:335
msgid ":guilabel:`Font style`: use one of the default font styles."
msgstr ""
":guilabel:`Estilo de fuente`: use uno de los estilos de fuente predefinidos."
" "
#: ../../content/applications/productivity/studio/pdf_reports.rst:337
msgid ":guilabel:`Colors`: change the font's color and the background color."
msgstr ""
":guilabel:`Colores`: cambie el color de la fuente y el color del fondo."
#: ../../content/applications/productivity/studio/pdf_reports.rst:340
msgid ""

View File

@@ -10,10 +10,11 @@
# Jesse Garza <jga@odoo.com>, 2021
# marcescu, 2022
# Patricia Gutiérrez Capetillo <pagc@odoo.com>, 2022
# Lucia Pacheco <lpo@odoo.com>, 2022
# Lucia Pacheco, 2022
# Pedro M. Baeza <pedro.baeza@tecnativa.com>, 2022
# Martin Trigaux, 2023
# Braulio D. López Vázquez <bdl@odoo.com>, 2023
# Iran Villalobos López, 2023
#
#, fuzzy
msgid ""
@@ -22,7 +23,7 @@ msgstr ""
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-03-03 11:23+0000\n"
"PO-Revision-Date: 2021-11-02 08:49+0000\n"
"Last-Translator: Braulio D. López Vázquez <bdl@odoo.com>, 2023\n"
"Last-Translator: Iran Villalobos López, 2023\n"
"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
@@ -1735,6 +1736,9 @@ msgid ""
"assign activities to coworkers, and keep track of each project's "
"profitability."
msgstr ""
"Proyecto de Odoo es una herramienta para gestionar sus proyectos activos. "
"Planifique tareas, asigne actividades a sus compañeros de trabajo y "
"mantengase al tanto del rendimiento de cada proyecto. "
#: ../../content/applications/services/project.rst:14
#: ../../content/applications/services/timesheets.rst:11

View File

@@ -10,6 +10,7 @@
# Erwin van der Ploeg <erwin@odooexperts.nl>, 2022
# Yenthe Van Ginneken <yenthespam@gmail.com>, 2023
# Martin Trigaux, 2023
# Jolien De Paepe, 2023
#
#, fuzzy
msgid ""
@@ -18,7 +19,7 @@ msgstr ""
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-01-02 09:09+0000\n"
"PO-Revision-Date: 2022-03-18 15:03+0000\n"
"Last-Translator: Martin Trigaux, 2023\n"
"Last-Translator: Jolien De Paepe, 2023\n"
"Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
@@ -187,7 +188,7 @@ msgstr ""
#: ../../extensions/odoo_theme/layout_templates/legal.html:78
#: ../../extensions/odoo_theme/layout_templates/legal.html:80
msgid "Read"
msgstr ""
msgstr "Lezen"
#: ../../extensions/odoo_theme/layout_templates/legal.html:43
#: ../../extensions/odoo_theme/layout_templates/legal.html:62