# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 19.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-12-11 10:43+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" #: ../../content/applications/essentials.rst:3 msgid "Odoo essentials" msgstr "" #: ../../content/applications/essentials/activities.rst:3 msgid "Activities" msgstr "" #: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" #: ../../content/applications/essentials/activities.rst:11 msgid "The icon used to display activities varies, depending on the :ref:`activity type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 msgid ":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid ":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:17 msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 msgid ":icon:`fa-users` :guilabel:`(users)` icon: a meeting is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:19 msgid ":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be uploaded." msgstr "" #: ../../content/applications/essentials/activities.rst:20 msgid ":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature request is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "" #: ../../content/applications/essentials/activities.rst:25 msgid "Activities can be scheduled on any page of the database that contains a :ref:`chatter ` thread, :ref:`Kanban view `, :ref:`list view `, or :ref:`activities view ` of an application." msgstr "" #: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "" #: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" #: ../../content/applications/essentials/activities.rst:36 msgid "To schedule a new activity, click the :guilabel:`Activity` button, located at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up window that appears, :ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "Activity button in chatter field." msgstr "" #: ../../content/applications/essentials/activities.rst:46 msgid "Kanban view" msgstr "" #: ../../content/applications/essentials/activities.rst:48 msgid "Activities can also be created from the :icon:`oi-view-kanban` :guilabel:`(Kanban)` view." msgstr "" #: ../../content/applications/essentials/activities.rst:50 msgid "To do so, click on the |clock| located at the bottom of an individual record." msgstr "" #: ../../content/applications/essentials/activities.rst:52 msgid "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:59 #: ../../content/applications/essentials/activities.rst:77 msgid "If a record already has a scheduled activity, the |clock| is replaced by the icon that represents the existing scheduled activity. Click on the activity type's icon to schedule another activity." msgstr "" #: ../../content/applications/essentials/activities.rst:65 msgid "List view" msgstr "" #: ../../content/applications/essentials/activities.rst:67 msgid "Activities can also be created from a :icon:`oi-view-list` :guilabel:`(list)` view." msgstr "" #: ../../content/applications/essentials/activities.rst:69 msgid "If the :guilabel:`Activities` column is hidden, reveal it using the :icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:72 msgid "Then, click on the |clock| for the record the activity is being added to, and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:86 msgid "Activity view" msgstr "" #: ../../content/applications/essentials/activities.rst:88 msgid "Most applications in Odoo have an *Activity* view available. If available, a |clock| is visible in the top-right corner of the main menu bar, amongst the other view option icons." msgstr "" #: ../../content/applications/essentials/activities.rst:91 msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "Top-right menu with the Activities icon called out." msgstr "" #: ../../content/applications/essentials/activities.rst:96 msgid "In this view, all the available activities are listed in the columns, while the horizontal entries represent all the individual records." msgstr "" #: ../../content/applications/essentials/activities.rst:99 msgid "Activities that appear green have a due date in the future, activities that appear orange are due today, while activities appearing red are overdue." msgstr "" #: ../../content/applications/essentials/activities.rst:102 msgid "Colored bars in each column represent records for specific activity types, and display a number indicating how many activities are scheduled for that type." msgstr "" #: ../../content/applications/essentials/activities.rst:105 msgid "If multiple activity types are scheduled for a record, a number appears in the box, indicating the total number of scheduled activities." msgstr "" #: ../../content/applications/essentials/activities.rst:109 msgid "Activity colors, and their relation to an activity's due date, are consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" #: ../../content/applications/essentials/activities.rst:112 msgid "To schedule an activity for a record, hover over the corresponding field. Click the :icon:`fa-plus` :guilabel:`(plus)` icon, and then :ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:122 msgid "Schedule Activity form" msgstr "" #: ../../content/applications/essentials/activities.rst:124 msgid "Activities can be scheduled from many different places, such as from the :ref:`chatter ` of a record, or from one of multiple views in an application, when available: the :ref:`Kanban view `, :ref:`list view `, or :ref:`activity view `." msgstr "" #: ../../content/applications/essentials/activities.rst:129 msgid "First, select an activity type:" msgstr "" #: ../../content/applications/essentials/activities.rst:131 msgid ":icon:`fa-check` :guilabel:`To-Do`" msgstr "" #: ../../content/applications/essentials/activities.rst:132 msgid ":icon:`fa-envelope` :guilabel:`Email`" msgstr "" #: ../../content/applications/essentials/activities.rst:133 msgid ":icon:`fa-phone` :guilabel:`Call`" msgstr "" #: ../../content/applications/essentials/activities.rst:134 msgid ":icon:`fa-users` :guilabel:`Meeting`" msgstr "" #: ../../content/applications/essentials/activities.rst:135 msgid ":guilabel:`Do Stuff`" msgstr "" #: ../../content/applications/essentials/activities.rst:136 msgid ":icon:`fa-upload` :guilabel:`Document`" msgstr "" #: ../../content/applications/essentials/activities.rst:137 msgid ":icon:`fa-pencil-square-o` :guilabel:`Signature`" msgstr "" #: ../../content/applications/essentials/activities.rst:138 msgid ":icon:`fa-check` :guilabel:`Grant Approval`" msgstr "" #: ../../content/applications/essentials/activities.rst:140 msgid "Then, enter the following information:" msgstr "" #: ../../content/applications/essentials/activities.rst:142 msgid "**Summary**: enter a short title for the activity, such as `Discuss Proposal`." msgstr "" #: ../../content/applications/essentials/activities.rst:143 msgid ":guilabel:`Due Date`: using the calendar popover, select the activity's deadline." msgstr "" #: ../../content/applications/essentials/activities.rst:144 msgid ":guilabel:`Assigned to`: by default, the current user populates this field. To assign a different user to the activity, select them from the drop-down menu." msgstr "" #: ../../content/applications/essentials/activities.rst:146 msgid ":guilabel:`Log a note`: add any additional information for the activity in this field." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "View of CRM leads and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:151 msgid "Click :guilabel:`Save` to schedule the activity, and add the activity to the chatter under :guilabel:`Planned Activities`. Click :guilabel:`Mark Done` to add the details of the activity to the chatter under :guilabel:`Today`." msgstr "" #: ../../content/applications/essentials/activities.rst:156 msgid "Schedule a meeting" msgstr "" #: ../../content/applications/essentials/activities.rst:158 msgid "If :icon:`fa-users` :guilabel:`Meeting` is selected as the activity type, enter the information as instructed above, then click :guilabel:`Schedule`. This opens the user's calendar to add and schedule the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:162 msgid "Click on the desired date and time for the activity, and a :guilabel:`New Event` pop-up window appears. The summary from the *Schedule Activity* pop-up window populates the :guilabel:`Title` field." msgstr "" #: ../../content/applications/essentials/activities.rst:166 msgid "Enter the information in the :guilabel:`New Event` pop-up window, then click :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" #: ../../content/applications/essentials/activities.rst:173 msgid "All scheduled activities" msgstr "" #: ../../content/applications/essentials/activities.rst:175 msgid "To view a consolidated list of activities, organized by application, click the |clock| in the header menu, located in the top-right corner." msgstr "" #: ../../content/applications/essentials/activities.rst:178 msgid "If any activities are scheduled, the number of activities appears in a red bubble on the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst:181 msgid "All activities for each application are further divided into subsections, indicating where in the application the activity is to be completed. Each sub-section lists the number of scheduled activities that are :guilabel:`Late`, due :guilabel:`Today`, and scheduled in the :guilabel:`Future`." msgstr "" #: ../../content/applications/essentials/activities.rst:187 msgid "In the **Time Off** application, one activity is scheduled to be done in the *All Time Off* requests dashboard, and six activities are scheduled to be done in the *Allocations* dashboard." msgstr "" #: ../../content/applications/essentials/activities.rst:190 msgid "These requests appear in two separate lists in the all activities drop-down menu: one labeled `Time Off` and one labeled `Time Off Allocation`." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "The list of activities that is accessed from the main menu bar." msgstr "" #: ../../content/applications/essentials/activities.rst:197 msgid "The option to :ref:`Request a Document ` is available at the bottom of the list of all scheduled activities." msgstr "" #: ../../content/applications/essentials/activities.rst:203 msgid "Activity types" msgstr "" #: ../../content/applications/essentials/activities.rst:205 msgid "To view the currently configured types of activities in the database, navigate to :menuselection:`Settings app --> Discuss section --> Activities setting --> Activity Types`." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "Activity Types button in the Settings application under the Discuss section." msgstr "" #: ../../content/applications/essentials/activities.rst:211 msgid "Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found." msgstr "" #: ../../content/applications/essentials/activities.rst:214 msgid "Individual applications have a list of *Activity Types* dedicated to that application. For example, to view and edit the activities available for the **CRM** application, go to :menuselection:`CRM app --> Configuration --> Activity Types`." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "The list of activity types already configured and available." msgstr "" #: ../../content/applications/essentials/activities.rst:222 msgid "Edit activity types" msgstr "" #: ../../content/applications/essentials/activities.rst:224 msgid "To edit an existing :ref:`activity type `, click on the activity type, and the activity type form loads." msgstr "" #: ../../content/applications/essentials/activities.rst:227 msgid "Make any desired changes to the activity type form. The form automatically saves, but it can be saved manually at any time by clicking the :guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" #: ../../content/applications/essentials/activities.rst:232 msgid "Create new activity types" msgstr "" #: ../../content/applications/essentials/activities.rst:234 msgid "To create a new :ref:`activity type `, click :guilabel:`New` from the :guilabel:`Activity Types` page, and a blank activity type form loads. Enter a :guilabel:`Name` for the activity type at the top of the form, then enter the following information on the form." msgstr "" #: ../../content/applications/essentials/activities.rst:239 msgid "Activity Settings section" msgstr "" #: ../../content/applications/essentials/activities.rst:241 msgid ":guilabel:`Action`: Using the drop-down menu, select an action associated with this new activity type. Some actions trigger specific behaviors after an activity is scheduled, such as:" msgstr "" #: ../../content/applications/essentials/activities.rst:244 msgid ":guilabel:`Upload Document`: If selected, a link to upload a document is automatically added to the planned activity in the chatter." msgstr "" #: ../../content/applications/essentials/activities.rst:246 msgid ":guilabel:`Call` or :guilabel:`Meeting`: If selected, users have the option to open their calendar to select a date and time for the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:248 msgid ":guilabel:`Request Signature`: If selected, a link to open a signature request pop-up window is automatically added to the planned activity in the chatter. This requires the Odoo **Sign** application to be installed." msgstr "" #: ../../content/applications/essentials/activities.rst:253 msgid "Available activity types vary based on the installed applications in the database." msgstr "" #: ../../content/applications/essentials/activities.rst:255 msgid ":guilabel:`Folder`: Select a specific :ref:`folder ` to save a document to. This field **only** appears if :guilabel:`Upload Document` is selected for the :guilabel:`Action`." msgstr "" #: ../../content/applications/essentials/activities.rst:258 msgid ":guilabel:`Default User`: Select a user from the drop-down menu to automatically assign this activity to the selected user when this activity type is scheduled. If this field is left blank, the activity is assigned to the user who creates the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:261 msgid ":guilabel:`Default Summary`: enter a note to include whenever this activity type is created." msgstr "" #: ../../content/applications/essentials/activities.rst:264 msgid "The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are included when an activity is created. However, they can be altered before the activity is scheduled or saved." msgstr "" #: ../../content/applications/essentials/activities.rst:268 msgid ":guilabel:`Keep Done`: Tick this checkbox to keep activities that have been marked as `Done` visible in the :ref:`activity view `." msgstr "" #: ../../content/applications/essentials/activities.rst:270 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:273 msgid "Next Activity section" msgstr "" #: ../../content/applications/essentials/activities.rst:275 msgid "It is possible to have another activity either suggested or triggered. To do so, configure the :guilabel:`Next Activity` section." msgstr "" #: ../../content/applications/essentials/activities.rst:278 msgid ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on the selected option, either the :guilabel:`Suggest` or :guilabel:`Trigger` field is displayed." msgstr "" #: ../../content/applications/essentials/activities.rst:283 msgid "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload Document` is selected for the :guilabel:`Action`." msgstr "" #: ../../content/applications/essentials/activities.rst:286 msgid ":guilabel:`Suggest/Trigger`: depending on what is selected for the :guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or :guilabel:`Trigger`. Using the drop-down menu, select the activity to recommend or schedule as a follow-up task to the activity type." msgstr "" #: ../../content/applications/essentials/activities.rst:289 msgid ":guilabel:`Schedule`: configure when the next activity is suggested or triggered." msgstr "" #: ../../content/applications/essentials/activities.rst:291 msgid "First, enter a numerical value indicating when the activity is suggested or triggered." msgstr "" #: ../../content/applications/essentials/activities.rst:293 msgid "Next to this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default option, to reveal a drop-down menu. Select the desired time-frame option from the list. The options are :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" #: ../../content/applications/essentials/activities.rst:297 msgid "Lastly, using the drop-down menu, select whether the activity is scheduled or triggered either :guilabel:`after previous activity deadline` or :guilabel:`after completion date`." msgstr "" #: ../../content/applications/essentials/activities.rst:-1 msgid "A new Activity form with all the fields filled out." msgstr "" #: ../../content/applications/essentials/activities.rst:304 msgid ":doc:`../productivity/discuss`" msgstr "" #: ../../content/applications/essentials/activities.rst:305 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" #: ../../content/applications/essentials/activities.rst:306 msgid ":doc:`../sales/crm/optimize/utilize_activities`" msgstr "" #: ../../content/applications/essentials/contacts.rst:5 msgid "Contacts" msgstr "" #: ../../content/applications/essentials/contacts.rst:7 msgid "Contacts are created in the **Contacts** application for customers the company does business with through Odoo. A contact record is a repository of vital business information, facilitating communication and business transactions." msgstr "" #: ../../content/applications/essentials/contacts.rst:12 msgid "Contact form" msgstr "" #: ../../content/applications/essentials/contacts.rst:14 msgid "To create a new contact, navigate to the :menuselection:`Contacts app`, and click :guilabel:`New`. A new form appears where various contact information can be added." msgstr "" #: ../../content/applications/essentials/contacts.rst:18 msgid "Contact type" msgstr "" #: ../../content/applications/essentials/contacts.rst:20 msgid "Odoo supports both :guilabel:`Person` and :guilabel:`Company` contacts. Select the appropriate type for the new contact. Fill in the name of the :guilabel:`Person` or :guilabel:`Company`. This is how the name appears throughout the database. This field is **mandatory**." msgstr "" #: ../../content/applications/essentials/contacts.rst:25 msgid ":guilabel:`Person` contacts can be linked to a :guilabel:`Company` contact. After selecting :guilabel:`Person`, the :guilabel:`Company` field becomes visible." msgstr "" #: ../../content/applications/essentials/contacts.rst:28 msgid "In the :icon:`fa-envelope` :guilabel:`(envelope)` field, enter the email address with the domain. In the :icon:`fa-phone` :guilabel:`(phone)` field enter the phone number with the appropriate country code. Next, enter the :guilabel:`Address` of the :guilabel:`Company` or :guilabel:`Person`." msgstr "" #: ../../content/applications/essentials/contacts.rst:33 msgid "Additional fields" msgstr "" #: ../../content/applications/essentials/contacts.rst:35 msgid "Additional details are included on the initial form. The following fields are available:" msgstr "" #: ../../content/applications/essentials/contacts.rst:37 msgid ":guilabel:`Job Position`: list the job position of the :guilabel:`Person` (only available on :guilabel:`Person`)." msgstr "" #: ../../content/applications/essentials/contacts.rst:39 msgid ":guilabel:`Tax ID`: the identification number used for tax and accounting purposes." msgstr "" #: ../../content/applications/essentials/contacts.rst:40 msgid ":guilabel:`Partner Level`: select the designated :ref:`partner ` level for this contact from the drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:42 msgid ":guilabel:`Website`: enter the full website address, starting with `http` or `https`." msgstr "" #: ../../content/applications/essentials/contacts.rst:43 msgid ":guilabel:`Language`: enter the language used by the contact. All of the emails and documents sent to this contact are then translated to the selected language." msgstr "" #: ../../content/applications/essentials/contacts.rst:45 msgid ":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or clicking the drop-down menu, and selecting one. To create a new one, type the new tag in the field, and click :guilabel:`Create` from the resulting drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:50 msgid "Contacts tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:52 msgid "On the :guilabel:`Contacts` tab, contacts can be added that are associated with a :guilabel:`Company` and related addresses. For example, a specific contact person for the company can be listed here." msgstr "" #: ../../content/applications/essentials/contacts.rst:56 msgid "Multiple addresses can be added on both :guilabel:`Person` and :guilabel:`Company` contacts. To do so, click :guilabel:`Add Contact` in the :guilabel:`Contacts` tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which additional addresses can be configured." msgstr "" #: ../../content/applications/essentials/contacts.rst:-1 msgid "Add a contact/address to the contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:63 msgid "On the :guilabel:`Create Contact` pop-up form, select one of the following options:" msgstr "" #: ../../content/applications/essentials/contacts.rst:65 msgid ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:66 msgid ":guilabel:`Invoice`: adds a specific invoice address to the existing contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:67 msgid ":guilabel:`Delivery`: adds a specific delivery address to the existing contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:68 msgid ":guilabel:`Other`: adds an alternate address to the existing contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:-1 msgid "Create a new contact/address on a contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:73 msgid "Once an option is selected, enter the corresponding contact information that should be used for the specified address type." msgstr "" #: ../../content/applications/essentials/contacts.rst:76 msgid "Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." msgstr "" #: ../../content/applications/essentials/contacts.rst:79 msgid "Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` address type has been selected. This is similar to the :guilabel:`Person` contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:82 msgid "To add a note, click on the text field next to :guilabel:`Notes`, and write anything that is applicable to the customer or contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:85 msgid "Then, click :guilabel:`Save & Close` to save the address, and close the :guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save the address, and immediately input another one." msgstr "" #: ../../content/applications/essentials/contacts.rst:89 msgid "Sales & Purchase tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:91 msgid "Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the *Sales*, *Purchase*, **or** *Point of Sale* applications are installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:94 msgid "The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:100 msgid "Sales section" msgstr "" #: ../../content/applications/essentials/contacts.rst:102 msgid "Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can be assigned to a contact. To do that, click the :guilabel:`Salesperson` drop-down field, and select one. Create a new :guilabel:`Salesperson` by typing the user's name, and making the appropriate selection." msgstr "" #: ../../content/applications/essentials/contacts.rst:106 msgid "Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can also be set, if needed. Click the drop-down menu next to :guilabel:`Payment Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down menu to choose the appropriate :guilabel:`Pricelist`." msgstr "" #: ../../content/applications/essentials/contacts.rst:111 msgid "Click into the :guilabel:`Delivery Method` field to select an option from the drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:114 msgid "Point Of Sale section" msgstr "" #: ../../content/applications/essentials/contacts.rst:116 msgid "Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` that can be used to identify the contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:120 msgid "Purchase section" msgstr "" #: ../../content/applications/essentials/contacts.rst:122 msgid "Under the :guilabel:`Purchase` heading, select how :abbr:`RFQs (requests for quotation)` for this contact should be grouped together:" msgstr "" #: ../../content/applications/essentials/contacts.rst:125 msgid ":guilabel:`On Order`: replenishment needs are grouped together except for :abbr:`MTO (made to order)`" msgstr "" #: ../../content/applications/essentials/contacts.rst:127 msgid ":guilabel:`Daily`: replenishment needs are grouped if the expected arrival is the same day." msgstr "" #: ../../content/applications/essentials/contacts.rst:128 msgid ":guilabel:`Weekly`: replenishment needs are grouped if the expected arrival is the same week or week day." msgstr "" #: ../../content/applications/essentials/contacts.rst:130 msgid ":guilabel:`Always`: replenishment needs are always grouped." msgstr "" #: ../../content/applications/essentials/contacts.rst:132 msgid "Select a default :guilabel:`Buyer` if the :abbr:`RFQs (requests for quotation)` should always be assigned to the same user." msgstr "" #: ../../content/applications/essentials/contacts.rst:135 msgid "Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` can be set here, as well. Select a :guilabel:`Supplier Currency` to be used for purchases from the contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:140 msgid "Fiscal information" msgstr "" #: ../../content/applications/essentials/contacts.rst:142 msgid "To assign a :guilabel:`Fiscal Position` to this contact, select it from the drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:145 msgid "Misc section" msgstr "" #: ../../content/applications/essentials/contacts.rst:147 msgid "Under the :guilabel:`Misc.` heading, enter a :guilabel:`Citizen Identification` number for *Person* contacts, or :guilabel:`Company ID` for *Company* contacts. Use :guilabel:`Reference` field to add any additional information for this contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:151 msgid "If this contact should only be accessible for one company in a multi-company database, select it from the :guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-down menu to restrict the publishing of this contact to one website (if working on a database with multiple websites)." msgstr "" #: ../../content/applications/essentials/contacts.rst:156 msgid "Select one or more :guilabel:`Website Tags` to assist in filtering published customers on the `/customers` website page. Select an :guilabel:`Industry` for this contact from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a *Helpdesk* SLA policy to this contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:161 msgid "Inventory section" msgstr "" #: ../../content/applications/essentials/contacts.rst:163 msgid "Under the :guilabel:`Inventory` heading, use the :guilabel:`Customer Location` drop-down to select the stock location to be used as a destination when sending goods to this contact. Next, use the :guilabel:`Vendor Location` drop-down to selection the stock location used as a source when recieving goods from this contact. Finally, use the :guilabel:`Subcontractor Location` drop-down to idenfy a location used as both a source and destination when sending goods to this contact during a subcontracting process." msgstr "" #: ../../content/applications/essentials/contacts.rst:171 msgid "Accounting tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:173 msgid "The :guilabel:`Accounting` tab appears when the *Accounting* application is installed. Here, a user can add any related :guilabel:`Bank Accounts`, or set default :guilabel:`Accounting entries`." msgstr "" #: ../../content/applications/essentials/contacts.rst:176 msgid "Under the :ref:`Invoice Follow-Ups ` heading, the :guilabel:`Follow-up Status` indicates if the contact currently has any overdue payments. To configure :guilabel:`Reminders` for this contact, use the radio buttons to select either :guilabel:`Automatic` or :guilabel:`Manual` reminders, as well as schedule the :guilabel:`Next Reminder`." msgstr "" #: ../../content/applications/essentials/contacts.rst:185 msgid "Partner Assignment tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:187 msgid "Next is the :guilabel:`Partner Assignment` tab, which by default, includes a :guilabel:`Geolocation` section, and other partner options, including :guilabel:`Partner Activation` and :guilabel:`Partner Review` configurations. These are **only** present when the *Resellers* module is installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:192 msgid "Follow the :doc:`Resellers documentation <../sales/crm/track_leads/resellers>` for more information on publishing partners on the website." msgstr "" #: ../../content/applications/essentials/contacts.rst:196 msgid "Internal Notes tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:198 msgid "Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` tab, where notes can be left on this contact form, just like on the contact form noted above." msgstr "" #: ../../content/applications/essentials/contacts.rst:202 msgid "UBO tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:204 msgid "The UBO (Ultimate Beneficial Owner) tab contains a snapshot of the *Holdings* information from the :guilabel:`Equity` app, as well as information for the individual contact, including their :guilabel:`Birth Date` and :guilabel:`Birth Place`." msgstr "" #: ../../content/applications/essentials/contacts.rst:208 msgid "The :guilabel:`UBO` tab is **only** present when the *Equity* app is installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:210 msgid "To request the information required for the :abbr:`UBO (Ultimate Beneficial Owner)` tab, click the :icon:`fa-cog` :guilabel:`Action` icon, then select :guilabel:`Request UBO Form` to send an email to the contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:215 msgid "Smart buttons" msgstr "" #: ../../content/applications/essentials/contacts.rst:217 msgid "At the top of the contact form, there are some additional options available, known as *smart buttons*." msgstr "" #: ../../content/applications/essentials/contacts.rst:220 msgid "Here, Odoo displays a variety of records, related to this contact, that were created on other apps. Odoo integrates information from every single app, so there are many smart buttons." msgstr "" #: ../../content/applications/essentials/contacts.rst:224 msgid "For example, there is an :guilabel:`Opportunities` smart button, where all the opportunities related to this customer from the *CRM* app are accessible." msgstr "" #: ../../content/applications/essentials/contacts.rst:228 msgid "If the corresponding applications are installed, their related smart buttons appear automatically on a contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:231 msgid "A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the :guilabel:`More` smart button reveals additional options, via a drop-down menu. A user can even quickly access :guilabel:`Purchases`, :guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, :guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the :guilabel:`Partner Ledger` connected to this contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:237 msgid "Deliveries, documents, loyalty cards, and direct debits are *also* linked to smart buttons, like this, should there be any outstanding/on-file for this contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:240 msgid "If the contact is a partner, the user can visit their partner page on the Odoo-built website by clicking the :guilabel:`Go to Website` smart button." msgstr "" #: ../../content/applications/essentials/contacts.rst:244 msgid "Archive contacts" msgstr "" #: ../../content/applications/essentials/contacts.rst:246 msgid "If a user decides they no longer want to have this contact active, the record can be archived. To do that, go to the :icon:`fa-cog` :guilabel:`Action` menu at the top of the contact form, and click :guilabel:`Archive`." msgstr "" #: ../../content/applications/essentials/contacts.rst:250 msgid "Then, click :guilabel:`Archive` from the resulting :guilabel:`Confirmation` pop-up window." msgstr "" #: ../../content/applications/essentials/contacts.rst:252 msgid "With this contact successfully archived, as indicated by a banner at the top, they do not show up in the main contacts page, but they can still be searched for with the :guilabel:`Archived` filter." msgstr "" #: ../../content/applications/essentials/contacts.rst:256 msgid "A contact can be *unarchived*, if the user decides to work with them again. To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at the top of the archived contact form, and click :guilabel:`Unarchive`. Upon doing so, the :guilabel:`Archived` banner is removed, and the contact is restored." msgstr "" #: ../../content/applications/essentials/contacts.rst:262 msgid ":doc:`Add different addresses in CRM <../sales/sales/sales_quotations/different_addresses>`" msgstr "" #: ../../content/applications/essentials/contacts.rst:263 msgid "`Odoo's eLearning Contacts tutorial `_" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:3 msgid "Merge contacts" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:5 msgid "Odoo's *Contacts* application allows user's to merge duplicate contacts, without losing any information in the process. This keeps the database organized, and prevents contacts from being contacted by more than one salesperson." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:12 msgid "Merge duplicate contacts" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:15 msgid "Merging is an irreversible action. Do **not** merge contacts unless absolutely certain they should be combined." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:18 msgid "Navigate to the :menuselection:`Contacts app`, and select the :icon:`oi-view-list` :guilabel:`(list)` icon. Select two or more duplicate contacts from the list, and tick the checkbox (on the far-left) for the contacts that should be merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` from the resulting drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:-1 msgid "The merge contacts option in the Contacts application." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:27 msgid "This opens the :guilabel:`Merge` pop-up window. From here, review the details of the contacts before confirming they should be merged. If any contacts in the list should **not** be merged, click the :icon:`fa-times` :guilabel:`(delete)` icon at the far right of the contact." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:32 msgid "Click the individual contact to open the record for that contact, and view additional information." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:-1 msgid "The merge pop-up window in the Contacts application." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:39 msgid "Click the :guilabel:`Destination Contact` field, and select an option from the drop-down list. This field defaults to the contact record that was created first in the system." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:42 msgid "After confirming the information on the pop-up window, click :guilabel:`Merge Contacts`." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:45 msgid "Deduplicate contacts" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:47 msgid "After the merge is finished, a pop-up window appears confirming it is complete. This pop-up window also contains a :guilabel:`Deduplicate the other Contacts` button. This feature searches for duplicated records, based on selected criteria, and merges them automatically, or after manual approval." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:52 msgid "Click the :guilabel:`Deduplicate the other Contacts` button to open the :guilabel:`Deduplicate Contacts` pop-up window." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:55 msgid "Select one or more fields to be used in the search for duplicated records. Duplicated contacts can be searched, based on the following criteria:" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:58 msgid ":guilabel:`Email`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:59 msgid ":guilabel:`Name`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:60 msgid ":guilabel:`Is Company`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:61 msgid ":guilabel:`VAT`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:62 msgid ":guilabel:`Parent Company`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:65 msgid "If more than one field is selected, only records that have **all** fields in common are suggested as duplicates." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:68 msgid "If necessary, select criteria to be used to exclude potential duplicates from the search. Potential duplicates can be excluded from the search, based on the following criteria:" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:71 msgid ":guilabel:`A user associated to the contact`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:72 msgid ":guilabel:`Journal Items associated to the contact`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:74 msgid "After confirming the search criteria, click either :guilabel:`Merge with Manual Check`, :guilabel:`Merge Automatically`, or :guilabel:`Merge Automatically all process`." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:77 msgid "If :guilabel:`Merge with Manual Check` is selected, complete the merge by following the :ref:`steps above `." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:5 msgid "In Odoo, it is sometimes necessary to export or import data for running reports, or for data modification. This document covers the export and import of data into and out of Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:9 msgid "Sometimes, users run into a 'time out' error, or a record does not process, due to its size. This can occur with large exports, or in cases where the import file is too large. To circumvent this limitation surrounding the size of the records, process exports or imports in smaller batches." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:16 msgid "Export data from Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:18 msgid "When working with a database, it is sometimes necessary to export data in a distinct file. Doing so can aid in reporting on activities, although, Odoo provides a precise reporting tool with each available application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:22 msgid "With Odoo, the values can be exported from any field in any record. To do so, activate the list view :icon:`fa-list` :guilabel:`(List)` icon, on the items that need to be exported, and then select the records that should be exported. To select a record, tick the checkbox next to the corresponding record. Finally, click the :guilabel:`Action` button, and select :icon:`fa-upload` :guilabel:`Export`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "View of the different things to enable/click to export data." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:31 msgid "When clicking on :icon:`fa-upload` :guilabel:`Export`, a :guilabel:`Export Data` pop-over window appears, with several options for the data to export:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "Overview of options to consider when exporting data in Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:37 msgid "With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system only shows the fields that can be imported. This is helpful in the case where the :ref:`existing records need to be updated `. This works like a filter. Leaving the box unticked, gives many more field options because it shows all the fields, not only the ones that can be imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:42 msgid "When exporting, there is the option to export in two formats: `.csv` and `.xls`. With `.csv`, items are separated by a comma, while `.xls` holds information about all the worksheets in a file, including both content and formatting." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:45 msgid "These are the items that can be exported. Use the :icon:`fa-chevron-right` :guilabel:`(Show sub-fields)` icon to display more sub-field options. Use the :guilabel:`Search` bar to find specific fields. To use the :guilabel:`Search` option more efficiently, click on all the :icon:`fa-chevron-right` :guilabel:`(Show sub-fields)` icon to display all fields." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:49 msgid "The :icon:`fa-plus` :guilabel:`(Select field)` icon button is present to add fields to the :guilabel:`Fields to export` list." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:51 msgid "The :icon:`fa-sort` :guilabel:`(Sort)` icon to the left of the selected fields can be used to move the fields up and down, to change the order in which they are displayed in the exported file. Drag-and-drop using the :icon:`fa-sort` :guilabel:`(Sort)` icon." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:54 msgid "The :icon:`fa-trash` :guilabel:`(Remove field)` icon is used to remove fields. Click the :icon:`fa-trash` :guilabel:`(Remove field)` icon to remove the field." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:56 msgid "For recurring reports, it is helpful to save export presets. Select all the needed fields, and click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a unique name to the export template. Click the :icon:`fa-floppy-o` :guilabel:`(floppy drive)` icon to save the configuration. The next time the same list needs to be exported, select the related template that was previously saved from the drop-down menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:63 msgid "It is helpful to know the field's external identifier. For example, :guilabel:`Related Company` in the export user interface is equal to *parent_id* (external identifier). This is helpful because then, the only data exported is what should be modified and re-imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:70 msgid "Import data into Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:72 msgid "Importing data into Odoo is extremely helpful during implementation, or in times where data needs to be :ref:`updated in bulk `. The following documentation covers how to import data into an Odoo database." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:77 msgid "Imports are permanent and **cannot** be undone. However, it is possible to use filters (`created on` or `last modified`) to identify records changed or created by the import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:81 msgid "Activating :ref:`developer mode ` changes the visible import settings in the left menu. Doing so reveals an :menuselection:`Advanced` menu. Included in this advanced menu are two options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "Advanced import options when developer mode is activated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:88 msgid "If the model uses openchatter, the :guilabel:`Track history during import` option sets up subscriptions and sends notifications during the import, but leads to a slower import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:91 msgid "Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields within a field are used to match under the :guilabel:`Odoo Field` while importing." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:97 msgid "Get started" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:99 msgid "Data can be imported on any Odoo business object using either Excel (`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements, journal entries, and orders." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:103 msgid "Open the view of the object to which the data should be imported/populated, click on :icon:`fa-cog` :guilabel:`(Action)` icon, and in the drop-down menu select :icon:`fa-upload` :guilabel:`(Import records)`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "Action menu revealed with the import records option highlighted." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:110 msgid "Click :icon:`fa-upload`:guilabel:`Import Template for Customers` at the center of the page to download a :ref:`template ` and populate it with the company's own data. Such templates can be imported in one click since the data mapping is already preconfigured." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:115 msgid "To upload the downloaded template or an existing file, follow the next steps:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:117 msgid "Click :guilabel:`Upload Data File` and select the desired file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:118 msgid "Adjust the :guilabel:`Formatting` options as needed (for CSV files only)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:119 msgid "Ensure all data in the :guilabel:`File Column` is correctly mapped to the appropriate :guilabel:`Odoo Field` and free of errors." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:121 msgid "(Optional) Click :guilabel:`Load Data File` to reload the same file or upload a different one." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:122 msgid "Click :guilabel:`Test` to verify that the data is valid." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:123 msgid "Click :guilabel:`Import`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:126 msgid "The :guilabel:`Formatting` options do **not** appear when importing the proprietary Excel file type (i.e., `.xls` or `.xlsx`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:132 msgid "Adapt a template" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:134 msgid "Import templates are provided in the import tool of the most common data to import (contacts, products, bank statements, etc.). Open them with any spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, etc.)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:138 msgid "Once the template is downloaded, proceed to follow these steps:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:140 msgid "Add, remove, and sort columns to best fit the data structure." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:141 msgid "It is strongly advised to **not** remove the :guilabel:`External ID` (ID) column (see why in the next section)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:143 msgid "Set a unique ID to every record by dragging down the ID sequencing in the :guilabel:`External ID` (ID) column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "An animation of the mouse dragging down the ID column, so each record has a unique ID." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:150 msgid "When a new column is added, Odoo may not be able to map it automatically, if its label does not fit any field within Odoo. However, new columns can be mapped manually when the import is tested. Search the drop-down menu for the corresponding field." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "Drop-down menu expanded in the initial import screen on Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:157 msgid "Then, use this field's label in the import file to ensure future imports are successful." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:160 msgid "Another useful way to find out the proper column names to import is to export a sample file using the fields to be imported. This way, if there is not a sample import template, the names are accurate." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:168 msgid "Import from another application" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:170 msgid "The :guilabel:`External ID` (ID) is a unique identifier for a line item. It is possible to use an :guilabel:`External ID` (ID) from previous software to facilitate the transition to Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:173 msgid "Setting an ID is not mandatory when importing, but it helps in many cases:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:175 msgid ":ref:`Update imports `: import the same file several times without creating duplicates." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:177 msgid ":ref:`Import relation fields `." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:179 msgid "To recreate relationships between different records, the unique identifier from the original application should be used to map it to the :guilabel:`External ID` (ID) column in Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:182 msgid "When another record is imported that links to the first one, use **XXX/ID** (XXX/External ID) for the original unique identifier. This record can also be found using its name." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:186 msgid "It should be noted that conflicts occur if two (or more) records have the same *External ID*." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:189 msgid "Field missing to map column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:191 msgid "Odoo heuristically tries to find the type of field for each column inside the imported file, based on the first ten lines of the files." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:194 msgid "For example, if there is a column only containing numbers, only the fields with the *integer* type are presented as options." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:197 msgid "While this behavior might be beneficial in most cases, it is also possible that it could fail, or the column may be mapped to a field that is not proposed by default." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:200 msgid "If this happens, check the :guilabel:`Show fields of relation fields (advanced) option`, then a complete list of fields becomes available for each column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "Searching for the field to match the tax column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:207 msgid "Change data import format" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:210 msgid "Odoo can automatically detect if a column is a date, and tries to guess the date format from a set of most commonly used date formats. While this process can work for many date formats, some date formats are not recognizable. This can cause confusion, due to day-month inversions; it is difficult to guess which part of a date format is the day, and which part is the month, in a date, such as `01-03-2016`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:216 msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting` options." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:219 msgid "To view which date format Odoo has found from the file, check the :guilabel:`Date Format` that is shown when clicking on options under the file selector. If this format is incorrect, change it to the preferred format using *ISO 8601* to define the format." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:224 msgid "*ISO 8601* is an international standard, covering the worldwide exchange, along with the communication of date and time-related data. For example, the date format should be `YYYY-MM-DD`. In the case of July 24th 1981, it should be written as `1981-07-24`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:229 msgid "When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to store dates. This maintains locale date formats for display, regardless of how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-separated Values)` file, use Odoo's :guilabel:`Formatting` section to select the date format columns to import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:235 msgid "Import numbers with currency signs" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:237 msgid "Odoo fully supports numbers with parenthesis to represent negative signs, as well as numbers with currency signs attached to them. Odoo also automatically detects which thousand/decimal separator is used. If a currency symbol unknown to Odoo is used, it might not be recognized as a number, and the import crashes." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:243 msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, the :guilabel:`Formatting` menu appears on the left-hand column. Under these options, the :guilabel:`Thousands Separator` can be changed." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:247 msgid "Examples of supported numbers (using 'thirty-two thousand' as the figure):" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:249 msgid "32.000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:250 msgid "32000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:251 msgid "32,000.00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:252 msgid "-32000.00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:253 msgid "(32000.00)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:254 msgid "$ 32.000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:255 msgid "(32000.00 €)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:257 msgid "Example that will not work:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:259 msgid "ABC 32.000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:260 msgid "$ (32.000,00)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:263 msgid "A :guilabel:`() (parenthesis)` around the number indicates that the number is a negative value. The currency symbol **must** be placed within the parenthesis for Odoo to recognize it as a negative currency value." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:268 msgid "Import preview table not displayed correctly" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:270 msgid "By default, the import preview is set on commas as field separators, and quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated Values)` file does not have these settings, modify the :guilabel:`Formatting` options (displayed under the :guilabel:`Import` :abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV (Comma-separated Values)` file)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:276 msgid "If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a separator, Odoo does **not** detect the separations. The file format options need to be modified in the spreadsheet application. See the following :ref:`Change CSV file format ` section." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:284 msgid "Change CSV file format in spreadsheet application" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:286 msgid "When editing and saving :abbr:`CSV (Comma-separated Values)` files in spreadsheet applications, the computer's regional settings are applied for the separator and delimiter. Odoo suggests using *OpenOffice* or *LibreOffice*, as both applications allow modifications of all three options (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box --> Check the box 'Edit filter settings' --> Save`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:292 msgid "Microsoft Excel can modify the encoding when saving (:menuselection:`'Save As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:296 msgid "Difference between Database ID and External ID" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:298 msgid "Some fields define a relationship with another object. For example, the country of a contact is a link to a record of the 'Country' object. When such fields are imported, Odoo has to recreate links between the different records. To help import such fields, Odoo provides three mechanisms." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:303 msgid "**Only one** mechanism should be used per field that is imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:305 msgid "For example, to reference the country of a contact, Odoo proposes three different fields to import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:307 msgid ":guilabel:`Country`: the name or code of the country" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:308 msgid ":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by the ID PostgreSQL column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:310 msgid ":guilabel:`Country/External ID`: the ID of this record referenced in another application (or the `.XML` file that imported it)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:313 msgid "For the country of Belgium, for example, use one of these three ways to import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:315 msgid ":guilabel:`Country`: `Belgium`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:316 msgid ":guilabel:`Country/Database ID`: `21`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:317 msgid ":guilabel:`Country/External ID`: `base.be`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:319 msgid "According to the company's need, use one of these three ways to reference records in relations. Here is an example when one or the other should be used, according to the need:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:322 msgid "Use :guilabel:`Country`: this is the easiest way when data comes from :abbr:`CSV (Comma-separated Values)` files that have been created manually." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:324 msgid "Use :guilabel:`Country/Database ID`: this should rarely be used. It is mostly used by developers as the main advantage is to never have conflicts (there may be several records with the same name, but they always have a unique Database ID)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:327 msgid "Use :guilabel:`Country/External ID`: use *External ID* when importing data from a third-party application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:330 msgid "When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` files with the :guilabel:`External ID` (ID) column defining the *External ID* of each record that is imported. Then, a reference can be made to that record with columns, like `Field/External ID`. The following two :abbr:`CSV (Comma-separated Values)` files provide an example for products and their categories." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:335 msgid ":download:`CSV file for categories `" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:337 msgid ":download:`CSV file for Products `" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:343 msgid "Import relation fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:345 msgid "An Odoo object is always related to many other objects (e.g. a product is linked to product categories, attributes, vendors, etc.). To import those relations, the records of the related object need to be imported first, from their own list menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:349 msgid "This can be achieved by using either the name of the related record, or its ID, depending on the circumstances. The ID is expected when two records have the same name. In such a case add `/ ID` at the end of the column title (e.g. for product attributes: `Product Attributes / Attribute / ID`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:354 msgid "Options for multiple matches on fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:356 msgid "If, for example, there are two product categories with the child name `Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the validation is halted, but the data may still be imported. However, Odoo recommends that the data is not imported because it will all be linked to the first `Sellable` category found in the *Product Category* list (`Misc. Products/Sellable`). Odoo, instead, recommends modifying one of the duplicate's values, or the product category hierarchy." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:363 msgid "However, if the company does not wish to change the configuration of product categories, Odoo recommends making use of the *External ID* for this field, 'Category'." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:367 msgid "Import many2many relationship fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:369 msgid "The tags should be separated by a comma, without any spacing. For example, if a customer needs to be linked to both tags: `Manufacturer` and `Retailer` then 'Manufacturer,Retailer' needs to be encoded in the same column of the :abbr:`CSV (Comma-separated Values)` file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:373 msgid ":download:`CSV file for Manufacturer, Retailer `" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:376 msgid "Import one2many relationships" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:378 msgid "If a company wants to import a sales order with several order lines, a specific row **must** be reserved in the :abbr:`CSV (Comma-separated Values)` file for each order line. The first order line is imported on the same row as the information relative to order. Any additional lines need an additional row that does not have any information in the fields relative to the order." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:384 msgid "A company imports quotations using a :abbr:`CSV (Comma-separated Values)` file, based on demo data:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:387 msgid ":download:`File for some quotations `" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:389 msgid "A company imports purchase orders with their respective purchase order lines using a :abbr:`CSV (Comma-separated Values)` file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:392 msgid ":download:`Purchase orders with their respective purchase order lines `" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:395 msgid "A company imports customers and their respective contacts using a :abbr:`CSV (Comma-separated Values)` file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:398 msgid ":download:`Customers and their respective contacts `" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:403 msgid "Import image files" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:405 msgid "To import image files along with the :ref:`uploaded ` CSV or Excel file, follow the next steps:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:408 msgid "Add the image file names to the relevant :guilabel:`Image` column in the data file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:409 msgid ":ref:`Upload the data file ` or reload it by clicking :guilabel:`Load Data File`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:411 msgid "Click :guilabel:`Upload your files` under the :guilabel:`Files to import` section." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:412 msgid "Select the relevant image files. The number of files selected appears next to the button." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:413 msgid "Click :guilabel:`Test` to verify that all data is valid." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:414 msgid "Click :guilabel:`Import`. During the import process, Odoo performs a file check to automatically link the uploaded images to the imported data file. If there is no match, the data file is imported without any image." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:420 msgid "The :guilabel:`Files to import` section is enabled if the product template has an :guilabel:`Image` column with all fields populated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:422 msgid "The image file names in the data file must correspond to the uploaded image files." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:423 msgid "When importing a large number of images, specify the maximum batch size in megabytes and set a delay to prevent the system from becoming overloaded. To do so, :doc:`enable the developer mode <../general/developer_mode>` and fill in the :guilabel:`Max size per batch` and the :guilabel:`Delay after each batch` fields in the :guilabel:`Files to import` section. By default, the delay meets the RPC/API call limit defined in the `Odoo Cloud - Acceptable Use Policy `_." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:431 msgid "Import records several times" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:433 msgid "If an imported file contains one of the columns: :guilabel:`External ID` or :guilabel:`Database ID`, records that have already been imported are modified, instead of being created. This is extremely useful as it allows users to import the same :abbr:`CSV (Comma-separated Values)` file several times, while having made some changes in between two imports." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:438 msgid "Odoo takes care of creating or modifying each record, depending if it is new or not." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:440 msgid "This feature allows a company to use the *Import/Export tool* in Odoo to modify a batch of records in a spreadsheet application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:444 msgid "Value not provided for a specific field" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:446 msgid "If all fields are not set in the CSV file, Odoo assigns the default value for every non-defined field. However, if fields are set with empty values in the :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the field, instead of assigning the default value." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:451 msgid "Export/import different tables from an SQL application to Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:453 msgid "If data needs to be imported from different tables, relations need to be recreated between records belonging to different tables. For instance, if companies and people are imported, the link between each person and the company they work for needs to be recreated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:457 msgid "To manage relations between tables, use the `External ID` facilities of Odoo. The `External ID` of a record is the unique identifier of this record in another application. The `External ID` must be unique across all records of all objects. It is a good practice to prefix this `External ID` with the name of the application or table. (like, 'company_1', 'person_1' - instead of '1')" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:462 msgid "As an example, suppose there is an SQL database with two tables that are to be imported: companies and people. Each person belongs to one company, so the link between a person and the company they work for must be recreated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:466 msgid "Test this example, with a :download:`sample of a PostgreSQL database `." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:469 msgid "First, export all companies and their *External ID*. In PSQL, write the following command:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:475 msgid "This SQL command creates the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:484 msgid "To create the :abbr:`CSV (Comma-separated Values)` file for people linked to companies, use the following SQL command in PSQL:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:491 msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:501 msgid "In this file, Fabien and Laurence are working for the Bigees company (`company_1`), and Eric is working for the Organi company. The relation between people and companies is done using the *External ID* of the companies. The *External ID* is prefixed by the name of the table to avoid a conflict of ID between people and companies (`person_1` and `company_1`, who shared the same ID 1 in the original database)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:507 msgid "The two files produced are ready to be imported in Odoo without any modifications. After having imported these two :abbr:`CSV (Comma-separated Values)` files, there are four contacts and three companies (the first two contacts are linked to the first company). Keep in mind to first import the companies, and then the people." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:515 msgid "Update data in Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:517 msgid "Existing data can be updated in bulk through a data import, as long as the :ref:`External ID ` remains consistent." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:521 msgid "Prepare data export" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:523 msgid "To update data through an import, first navigate to the data to be updated, and select the :icon:`oi-view-list` :guilabel:`(List)` icon to activate list view. On the far-left side of the list, tick the checkbox for any record to be updated. Then, click :guilabel:`Actions` button, and select :icon:`fa-upload` :guilabel:`Export` from the drop-down menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:528 msgid "On the resulting :guilabel:`Export Data` pop-up window, tick the checkbox labeled, :guilabel:`I want to update data (import-compatible export)`. This automatically includes the *External ID* in the export. Additionally, it limits the :guilabel:`Fields to export` list to **only** include fields that are able to be imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:534 msgid "The :guilabel:`External ID` field does **not** appear in the :guilabel:`Fields to export` list unless it is manually added, but it is still included in the export. However, if the :guilabel:`I want to update data (import-compatible export)` checkbox is ticked, it is included in the export." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:538 msgid "Select the required fields to be included in the export using the :ref:`options ` on the pop-up window, then click :guilabel:`Export`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:542 msgid "Import updated data" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:544 msgid "After exporting, make any necessary changes to the data file. When the file is ready, it can be :ref:`imported ` by following the same process as a normal data import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:549 msgid "When updating data, it is extremely important that the *External ID* remain consistent, as this is how the system identifies a record. If an ID is altered, or removed, the system may add a duplicate record, instead of updating the existing one." msgstr "" #: ../../content/applications/essentials/html_editor.rst:5 msgid "Odoo rich-text editor" msgstr "" #: ../../content/applications/essentials/html_editor.rst:7 msgid "The Odoo rich-text editor allows for creating and editing rich-text content in HTML fields, such as the :guilabel:`Internal Notes` and :guilabel:`Description` fields, as well as in the :ref:`Knowledge articles ` and the :ref:`Studio report editor `, among others. Start typing or use the :ref:`toolbar ` or :ref:`powerbox ` for formatting and structuring text." msgstr "" #: ../../content/applications/essentials/html_editor.rst:15 msgid "Hover over any element in the text (header, table, clipboard, etc.) to reveal the :icon:`fa-sort` :guilabel:`(drag)` icon. Click and hold the icon to drag and drop the element elsewhere in the text." msgstr "" #: ../../content/applications/essentials/html_editor.rst:22 msgid "Text editor toolbar" msgstr "" #: ../../content/applications/essentials/html_editor.rst:24 msgid "To edit a word, sentence, or paragraph, select or double-click it to display the text editor toolbar and apply any of the following standard formatting options:" msgstr "" #: ../../content/applications/essentials/html_editor.rst:27 msgid "**Font style**: Define the font style using various options, such as :guilabel:`Header 1 to 6, Normal, Paragraph, Code`, and :guilabel:`Quote`." msgstr "" #: ../../content/applications/essentials/html_editor.rst:29 msgid "**Font size**: Select the preferred font size." msgstr "" #: ../../content/applications/essentials/html_editor.rst:30 msgid ":icon:`fa-bold` (:guilabel:`Toggle bold`): Put the text in bold." msgstr "" #: ../../content/applications/essentials/html_editor.rst:31 msgid ":icon:`fa-italic` (:guilabel:`Toggle italic`): Put the text in italics." msgstr "" #: ../../content/applications/essentials/html_editor.rst:32 msgid ":icon:`fa-underline` (:guilabel:`Toggle underline`): Underline the text." msgstr "" #: ../../content/applications/essentials/html_editor.rst:33 msgid ":icon:`fa-font` (:guilabel:`Apply Font Color`): Customize the font colors:" msgstr "" #: ../../content/applications/essentials/html_editor.rst:35 msgid ":guilabel:`Solid`: Select the preferred color from the predefined palette." msgstr "" #: ../../content/applications/essentials/html_editor.rst:36 msgid ":guilabel:`Custom`: Customize the color palette using the wheel or by configuring the :guilabel:`hex` code and :guilabel:`RGBA` values." msgstr "" #: ../../content/applications/essentials/html_editor.rst:38 msgid ":guilabel:`Gradient`: Select a predefined gradient or customize it by choosing between :guilabel:`Linear` or :guilabel:`Radial` and adjusting the wheel." msgstr "" #: ../../content/applications/essentials/html_editor.rst:40 msgid ":icon:`fa-trash` (:guilabel:`Reset`): Restore the original font/background color." msgstr "" #: ../../content/applications/essentials/html_editor.rst:42 msgid ":icon:`fa-link` (:guilabel:`Add a link`): Insert or edit a URL link to a selected text, and optionally upload an image using its file URL." msgstr "" #: ../../content/applications/essentials/html_editor.rst:44 msgid ":guilabel:`Odoo AI`: Write a prompt and get AI-generated content. Optionally, click the AI suggestions instead of writing a prompt." msgstr "" #: ../../content/applications/essentials/html_editor.rst:47 msgid "Click the :icon:`fa-ellipsis-v` (:guilabel:`Expand toolbar`) icon to display additional formatting options:" msgstr "" #: ../../content/applications/essentials/html_editor.rst:50 msgid "**Font family**: Use the :guilabel:`Default system font` or select a preferred font family for the text." msgstr "" #: ../../content/applications/essentials/html_editor.rst:52 msgid ":icon:`fa-strikethrough` (:guilabel:`Toggle strikethrough`): Strike through the text." msgstr "" #: ../../content/applications/essentials/html_editor.rst:53 msgid ":icon:`fa-paint-brush` :guilabel:`(Apply Background Color)`: Customize the background colors." msgstr "" #: ../../content/applications/essentials/html_editor.rst:54 msgid ":icon:`fa-eraser` (:guilabel:`Remove Format`): Remove all formatting applied to a selected text." msgstr "" #: ../../content/applications/essentials/html_editor.rst:55 msgid ":icon:`fa-list-ul` (:guilabel:`Toggle List`): Select the following list options:" msgstr "" #: ../../content/applications/essentials/html_editor.rst:57 msgid ":icon:`fa-list-ul` (:guilabel:`Bulleted list`): Turn the text into a bulleted list." msgstr "" #: ../../content/applications/essentials/html_editor.rst:58 msgid ":icon:`fa-list-ol` (:guilabel:`Numbered list`): Turn the text into a numbered list." msgstr "" #: ../../content/applications/essentials/html_editor.rst:59 msgid ":icon:`fa-check-square-o` (:guilabel:`Checklist`): Turn the text into a checklist." msgstr "" #: ../../content/applications/essentials/html_editor.rst:61 msgid ":icon:`fa-align-left` (:guilabel:`Align text`): Select the following text alignments:" msgstr "" #: ../../content/applications/essentials/html_editor.rst:63 msgid ":icon:`fa-align-left` (:guilabel:`align left`): Align the text on the left." msgstr "" #: ../../content/applications/essentials/html_editor.rst:64 msgid ":icon:`fa-align-center` (:guilabel:`align center`): Align the text in the center." msgstr "" #: ../../content/applications/essentials/html_editor.rst:65 msgid ":icon:`fa-align-right` (:guilabel:`align right`): Align the text on the right." msgstr "" #: ../../content/applications/essentials/html_editor.rst:66 msgid ":icon:`fa-align-justify` (:guilabel:`justify`): Apply straight edges to both text margins." msgstr "" #: ../../content/applications/essentials/html_editor.rst:68 msgid ":guilabel:`Translate with AI`: Translate the content in the :doc:`installed languages ` with AI." msgstr "" #: ../../content/applications/essentials/html_editor.rst:-1 msgid "Text editor's toolbox" msgstr "" #: ../../content/applications/essentials/html_editor.rst:75 msgid "Use the following keyboard shortcuts to apply formatting:" msgstr "" #: ../../content/applications/essentials/html_editor.rst:77 msgid "**Emphasis**: Press `CTRL`/`CMD` + `B`, `CTRL`/`CMD` + `I`, or `CTRL`/`CMD` + `U` to apply the bold, italics, or underlined effect." msgstr "" #: ../../content/applications/essentials/html_editor.rst:79 msgid "**Numbered list**: Type `1.`, `1)`, `A.`, or `A)` to start a numbered list." msgstr "" #: ../../content/applications/essentials/html_editor.rst:80 msgid "**Bulleted list**: Type `*` or `-` to start a bulleted list." msgstr "" #: ../../content/applications/essentials/html_editor.rst:82 msgid "Click a hyperlinked text and perform one of the following actions: :icon:`fa-clipboard` (:guilabel:`Copy Link`), :icon:`fa-pencil-square-o` (:guilabel:`Edit Link`), or :icon:`fa-chain-broken` (:guilabel:`Remove Link`)." msgstr "" #: ../../content/applications/essentials/html_editor.rst:89 msgid "Powerbox commands" msgstr "" #: ../../content/applications/essentials/html_editor.rst:91 msgid "Commands enable editing and managing various types of features within the text editor, such as tables, banners, headers, and more." msgstr "" #: ../../content/applications/essentials/html_editor.rst:94 msgid "To use a command, type `/` to open the powerbox, then enter the command's name or select from multiple features to insert tables, images, banners, etc." msgstr "" #: ../../content/applications/essentials/html_editor.rst:98 msgid "Starting a new paragraph displays a tooltip with command shortcut icons. Click an icon to add the command, or click the :icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon to open the powerbox for all commands." msgstr "" #: ../../content/applications/essentials/html_editor.rst:103 msgid "Commands specific to particular apps are excluded from this description." msgstr "" #: ../../content/applications/essentials/html_editor.rst:106 msgid "Structure" msgstr "" #: ../../content/applications/essentials/html_editor.rst:113 #: ../../content/applications/essentials/html_editor.rst:146 #: ../../content/applications/essentials/html_editor.rst:164 #: ../../content/applications/essentials/html_editor.rst:188 #: ../../content/applications/essentials/html_editor.rst:204 #: ../../content/applications/essentials/html_editor.rst:222 msgid "Command" msgstr "" #: ../../content/applications/essentials/html_editor.rst:114 #: ../../content/applications/essentials/html_editor.rst:147 #: ../../content/applications/essentials/html_editor.rst:165 #: ../../content/applications/essentials/html_editor.rst:189 #: ../../content/applications/essentials/html_editor.rst:205 #: ../../content/applications/essentials/html_editor.rst:223 #: ../../content/applications/essentials/property_fields.rst:34 msgid "Use" msgstr "" #: ../../content/applications/essentials/html_editor.rst:115 msgid ":icon:`fa-minus` :guilabel:`Separator`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:116 msgid "Insert a horizontal rule separator." msgstr "" #: ../../content/applications/essentials/html_editor.rst:117 msgid ":icon:`fa-columns` :guilabel:`2 columns`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:118 msgid "Convert into 2 columns." msgstr "" #: ../../content/applications/essentials/html_editor.rst:119 msgid ":icon:`fa-columns` :guilabel:`3 columns`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:120 msgid "Convert into 3 columns." msgstr "" #: ../../content/applications/essentials/html_editor.rst:121 msgid ":icon:`fa-columns` :guilabel:`4 columns`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:122 msgid "Convert into 4 columns." msgstr "" #: ../../content/applications/essentials/html_editor.rst:123 msgid ":icon:`fa-table` :guilabel:`Table`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:124 msgid "Insert a table." msgstr "" #: ../../content/applications/essentials/html_editor.rst:125 msgid ":icon:`fa-list-ul` :guilabel:`Bulleted list`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:126 msgid "Create a bulleted list." msgstr "" #: ../../content/applications/essentials/html_editor.rst:127 msgid ":icon:`fa-list-ol` :guilabel:`Numbered list`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:128 msgid "Create a numbered list." msgstr "" #: ../../content/applications/essentials/html_editor.rst:129 msgid ":icon:`fa-check-square-o` :guilabel:`Checklist`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:130 msgid "Create a checklist." msgstr "" #: ../../content/applications/essentials/html_editor.rst:131 msgid ":icon:`fa-caret-square-o-right` :guilabel:`Toggle list`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:132 msgid "Hide a group of text under a foldable toggle." msgstr "" #: ../../content/applications/essentials/html_editor.rst:135 msgid "To organize a table, hover over a column or row to reveal the table menu. Click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon to move, insert, or delete a column or row." msgstr "" #: ../../content/applications/essentials/html_editor.rst:139 msgid "Banner" msgstr "" #: ../../content/applications/essentials/html_editor.rst:148 msgid ":icon:`fa-info-circle` :guilabel:`Banner Info`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:149 msgid "Insert an info banner." msgstr "" #: ../../content/applications/essentials/html_editor.rst:150 msgid ":icon:`fa-check-circle` :guilabel:`Banner Success`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:151 msgid "Insert a success banner." msgstr "" #: ../../content/applications/essentials/html_editor.rst:152 msgid ":icon:`fa-exclamation-triangle` :guilabel:`Banner Warning`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:153 msgid "Insert a warning banner." msgstr "" #: ../../content/applications/essentials/html_editor.rst:154 msgid ":icon:`fa-exclamation-circle` :guilabel:`Banner Danger`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:155 msgid "Insert a danger banner." msgstr "" #: ../../content/applications/essentials/html_editor.rst:157 msgid "Format" msgstr "" #: ../../content/applications/essentials/html_editor.rst:166 msgid ":icon:`fa-header` :guilabel:`Heading 1`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:167 msgid "Big section heading." msgstr "" #: ../../content/applications/essentials/html_editor.rst:168 msgid ":icon:`fa-header` :guilabel:`Heading 2`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:169 msgid "Medium section heading." msgstr "" #: ../../content/applications/essentials/html_editor.rst:170 msgid ":icon:`fa-header` :guilabel:`Heading 3`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:171 msgid "Small section heading." msgstr "" #: ../../content/applications/essentials/html_editor.rst:172 msgid ":icon:`fa-paragraph` :guilabel:`Text`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:173 msgid "Paragraph block: Insert a paragraph." msgstr "" #: ../../content/applications/essentials/html_editor.rst:174 msgid ":icon:`fa-exchange` :guilabel:`Switch direction`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:175 msgid "Switch the text's direction." msgstr "" #: ../../content/applications/essentials/html_editor.rst:176 msgid ":icon:`fa-quote-right` :guilabel:`Quote`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:177 msgid "Add a blockquote section." msgstr "" #: ../../content/applications/essentials/html_editor.rst:178 msgid ":icon:`fa-code` :guilabel:`Code`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:179 msgid "Add a code section." msgstr "" #: ../../content/applications/essentials/html_editor.rst:181 msgid "Media" msgstr "" #: ../../content/applications/essentials/html_editor.rst:190 msgid ":icon:`fa-file-image-o` :guilabel:`Media`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:191 msgid ":ref:`Insert an image ` or icon: :doc:`Search the Unsplash database ` or upload images, documents, or icons." msgstr "" #: ../../content/applications/essentials/html_editor.rst:193 msgid ":icon:`fa-upload` :guilabel:`Upload a file`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:194 msgid "Add a download box: share images, recordings, or documents that internal users can download." msgstr "" #: ../../content/applications/essentials/html_editor.rst:197 msgid "Navigation" msgstr "" #: ../../content/applications/essentials/html_editor.rst:206 msgid ":icon:`fa-link` :guilabel:`Link`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:207 msgid "Add a link: Type the label and enter a URL or upload a file, then click :guilabel:`Apply`." msgstr "" #: ../../content/applications/essentials/html_editor.rst:209 msgid ":icon:`fa-link` :guilabel:`Button`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:210 msgid "Add a button: Type the label, enter a URL or upload a file, select the button style, type, and size, then click :guilabel:`Apply`." msgstr "" #: ../../content/applications/essentials/html_editor.rst:212 msgid ":icon:`fa-bookmark` :guilabel:`Table Of Contents`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:213 msgid "Highlight the structure (headings): Create a table of content based on the headings." msgstr "" #: ../../content/applications/essentials/html_editor.rst:215 msgid "Widget" msgstr "" #: ../../content/applications/essentials/html_editor.rst:224 msgid ":icon:`fa-smile-o` :guilabel:`Emoji`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:225 msgid "Add an emoji: search for the desired emoji." msgstr "" #: ../../content/applications/essentials/html_editor.rst:226 msgid ":icon:`fa-star-o` :guilabel:`3 Stars`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:227 msgid "Insert a rating of up to 3 stars." msgstr "" #: ../../content/applications/essentials/html_editor.rst:228 msgid ":icon:`fa-star` :guilabel:`5 Stars`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:229 msgid "Insert a rating of up to 5 stars." msgstr "" #: ../../content/applications/essentials/html_editor.rst:234 msgid "Insert media" msgstr "" #: ../../content/applications/essentials/html_editor.rst:236 msgid "To insert media, type `/Media` or click the :icon:`fa-file-image-o` :guilabel:`(media)` icon in the tooltip, then choose from the following tabs:" msgstr "" #: ../../content/applications/essentials/html_editor.rst:239 msgid ":guilabel:`Images`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:241 msgid "Search the :doc:`Unsplash ` database to find a suitable image." msgstr "" #: ../../content/applications/essentials/html_editor.rst:243 msgid ":guilabel:`Add URL`: Copy-paste the **image address**." msgstr "" #: ../../content/applications/essentials/html_editor.rst:244 msgid ":guilabel:`Upload an image`: Upload an image into the library." msgstr "" #: ../../content/applications/essentials/html_editor.rst:246 msgid ":guilabel:`Documents`" msgstr "" #: ../../content/applications/essentials/html_editor.rst:248 msgid "Search for a document in the database." msgstr "" #: ../../content/applications/essentials/html_editor.rst:249 msgid ":guilabel:`Add URL`: Copy-paste a valid URL." msgstr "" #: ../../content/applications/essentials/html_editor.rst:250 msgid ":guilabel:`Upload a document`: Upload a document from a local drive." msgstr "" #: ../../content/applications/essentials/html_editor.rst:252 msgid ":guilabel:`Icons`: Search for and select one of the available icons." msgstr "" #: ../../content/applications/essentials/html_editor.rst:253 msgid ":guilabel:`Videos`: Paste a video URL of the following sources: YouTube, Vimeo, Dailymotion, and Youku. Alternatively, type code to embed a video." msgstr "" #: ../../content/applications/essentials/html_editor.rst:257 msgid "When adding a video, use the toggles to enable autoplay or looping, hide player controls or the fullscreen button, or set a start time." msgstr "" #: ../../content/applications/essentials/html_editor.rst:261 msgid "Media editor toolbar" msgstr "" #: ../../content/applications/essentials/html_editor.rst:263 msgid "After :ref:`inserting an image `, click it to display the media editor toolbar, and apply any of the following formatting options:" msgstr "" #: ../../content/applications/essentials/html_editor.rst:266 msgid ":icon:`fa-search-plus` (:guilabel:`Preview image`): Preview the image, zoom in or out, rotate it, print it, or download it. Exit the preview by clicking the :icon:`fa-times` :guilabel:`(close)` icon in the top right corner." msgstr "" #: ../../content/applications/essentials/html_editor.rst:269 msgid ":guilabel:`Description`: Edit the image description and tooltip, then click :guilabel:`Apply`." msgstr "" #: ../../content/applications/essentials/html_editor.rst:270 msgid ":guilabel:`Caption`: Write a caption under 100 characters below the image." msgstr "" #: ../../content/applications/essentials/html_editor.rst:271 msgid ":icon:`fa-square` (:guilabel:`Rounded`): Apply a rounded shape to the corners of the image." msgstr "" #: ../../content/applications/essentials/html_editor.rst:272 msgid ":icon:`fa-circle-o` (:guilabel:`Circle`): Apply a circular shape to the image." msgstr "" #: ../../content/applications/essentials/html_editor.rst:273 msgid ":icon:`fa-sun-o` (:guilabel:`Shadow`): Apply a shadow effect to the image." msgstr "" #: ../../content/applications/essentials/html_editor.rst:274 msgid ":icon:`fa-picture-o` (:guilabel:`Thumbnail`): Apply a border to the image." msgstr "" #: ../../content/applications/essentials/html_editor.rst:275 msgid ":icon:`fa-plus-square-o` (:guilabel:`Padding`): Add an image padding and choose from :guilabel:`Small`, :guilabel:`Medium`, :guilabel:`Large`, or :guilabel:`XL` sizes." msgstr "" #: ../../content/applications/essentials/html_editor.rst:277 msgid ":guilabel:`Resize`: Restore the image to its default size or set its size to :guilabel:`25%`, :guilabel:`50%`, or :guilabel:`100%`." msgstr "" #: ../../content/applications/essentials/html_editor.rst:279 msgid ":icon:`fa-object-ungroup` (:guilabel:`object`): Resize and rotate the image. Click the :icon:`fa-object-ungroup` :guilabel:`(object)` icon a second time to reset the transformation." msgstr "" #: ../../content/applications/essentials/html_editor.rst:281 msgid ":icon:`fa-crop` (:guilabel:`Crop image`): Crop the image manually or apply the following options:" msgstr "" #: ../../content/applications/essentials/html_editor.rst:283 msgid "Choose from the `Flexible`, `16:9`, `4:3`, `1:1`, or `2:3` aspect ratios." msgstr "" #: ../../content/applications/essentials/html_editor.rst:284 msgid "Zoom in or out." msgstr "" #: ../../content/applications/essentials/html_editor.rst:285 msgid "Rotate left or right." msgstr "" #: ../../content/applications/essentials/html_editor.rst:286 msgid "Flip horizontally or vertically." msgstr "" #: ../../content/applications/essentials/html_editor.rst:287 msgid "Reset the image." msgstr "" #: ../../content/applications/essentials/html_editor.rst:289 msgid ":icon:`fa-link` (:guilabel:`Add a link`): Add a link to the image, type the URL, then click :guilabel:`Apply`. To remove the link, click :icon:`fa-unlink` (:guilabel:`Remove Link`)." msgstr "" #: ../../content/applications/essentials/html_editor.rst:291 msgid ":icon:`fa-exchange` (:guilabel:`Replace`): Replace the image by searching in the :doc:`Unsplash ` database, adding a URL, or uploading a different one." msgstr "" #: ../../content/applications/essentials/html_editor.rst:294 msgid ":icon:`fa-trash` (:guilabel:`Delete`): Delete the image." msgstr "" #: ../../content/applications/essentials/html_editor.rst:297 msgid "Icon editor toolbar" msgstr "" #: ../../content/applications/essentials/html_editor.rst:299 msgid "After :ref:`inserting an icon `, click it to display the icon editor toolbar, and apply any of the following formatting options:" msgstr "" #: ../../content/applications/essentials/html_editor.rst:302 msgid ":icon:`fa-font` (:guilabel:`Select Font Color`): Customize the font color." msgstr "" #: ../../content/applications/essentials/html_editor.rst:303 msgid ":icon:`fa-paint-brush` (:guilabel:`Select Background Color`): Customize the background color." msgstr "" #: ../../content/applications/essentials/html_editor.rst:304 msgid ":guilabel:`Resize icon`: From :guilabel:`1x` to :guilabel:`5x`." msgstr "" #: ../../content/applications/essentials/html_editor.rst:305 msgid ":icon:`fa-play` (:guilabel:`Toggle icon spin`): Activate the spin animation." msgstr "" #: ../../content/applications/essentials/html_editor.rst:306 msgid ":guilabel:`Replace`: Select a different icon." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:3 msgid "In-app purchases (IAP)" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:7 msgid "In-app purchases (IAP) are optional services that enhance Odoo databases. Each service provides its own specific features and functionality. A full list of services is available on the `Odoo IAP Catalog `_." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:-1 msgid "The IAP catalog with various services available on IAP.Odoo.com." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:15 msgid "The :guilabel:`SMS` service sends text messages to contacts directly from the database, and the :guilabel:`Documents Digitization` service digitizes scanned or PDF vendor bills, expenses, and resumes with optical character recognition (OCR) and artificial intelligence (AI)." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:19 msgid "|IAP| services do **not** need to be configured or set up before use. Odoo users can click on the service in the app to activate it. However, each service requires its own prepaid credits, and when they run out, users **must** :ref:`buy more ` in order to keep using it." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:24 msgid "Enterprise Odoo users with a valid subscription get free credits to test IAP features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:31 msgid "IAP services" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:33 msgid "|IAP| services are provided by Odoo, as well as third-parties, and have a wide range of uses." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:35 msgid "The following |IAP| services are offered by Odoo:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:37 msgid ":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses, and resumes with OCR and AI." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:39 msgid ":guilabel:`Partner Autocomplete`: automatically populates contact records with corporate data." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:40 msgid ":guilabel:`SMS`: sends SMS text messages to contacts directly from the database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:41 msgid ":guilabel:`Lead Generation`: generates leads based on a set of criteria, and converts web visitors into quality leads and opportunities." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:43 msgid ":guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:44 msgid ":guilabel:`Signer identification with itsme®`: Ask document signatories in Odoo **Sign** to provide their identity using the *itsme* :icon:`fa-registered` identity platform, which is available in Belgium and the Netherlands." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:48 msgid "For more information on every service currently available (offered from developers other than Odoo), visit the `Odoo IAP Catalog `_." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:52 msgid "Use IAP services" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:54 msgid "|IAP| services are automatically integrated with Odoo, and do **not** require users to configure any settings. To use a service, interact with it wherever it appears in the database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:58 msgid "The following flow focuses on the *SMS* |IAP| service being used from a contact's record." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:60 msgid "This can be done by clicking the :icon:`fa-mobile` :guilabel:`SMS` icon within the database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:-1 msgid "The SMS icon on a typical contact information form located within an Odoo database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:65 msgid "One way to utilize the *SMS* |IAP| service with Odoo is showcased in the following steps:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:67 msgid "First, navigate to the :menuselection:`Contacts application`, and click on a contact with a mobile phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the contact form." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:71 msgid "Next, find the :icon:`fa-mobile` :guilabel:`SMS` icon that appears to the right of the :guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :icon:`fa-mobile` :guilabel:`SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up window appears." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:75 msgid "Type a message in the :guilabel:`Message` field of the pop-up window. Then, click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS, to the contact, and logs what was sent in the *chatter* of the contact's form." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:79 msgid "Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically deducted from the existing credits. If there are not enough credits to send the message, Odoo prompts the user to purchase more." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:84 msgid "For more information on how to use various |IAP| services, and for more in-depth instructions related to SMS functionality in Odoo, review the documentation below:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:87 msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:88 msgid ":doc:`Enrich your contacts base with Partner Autocomplete <../sales/crm/optimize/partner_autocomplete>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:90 msgid ":doc:`SMS Marketing <../marketing/sms_marketing>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:95 msgid "IAP credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:97 msgid "Every time an |IAP| service is used, the prepaid credits for that service are spent. Odoo prompts the purchase of more credits when there are not enough credits left to continue using a service. Email alerts can also be set up for when :ref:`credits are low `." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:101 msgid "Credits are purchased in *Packs* from the `Odoo IAP Catalog `_, and pricing is specific to each service." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:105 msgid "The `SMS service `_ has four packs available, in denominations of:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:108 msgid ":guilabel:`Starter Pack`: 10 credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:109 msgid ":guilabel:`Standard Pack`: 100 credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:110 msgid ":guilabel:`Advanced Pack`: 500 credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:111 msgid ":guilabel:`Expert Pack`: 1,000 credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:-1 msgid "Four different packs of credits for the SMS IAP service." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:116 msgid "The number of credits consumed depends on the length of the SMS and the country of destination." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:118 msgid "For more information, refer to the :doc:`SMS Pricing and FAQ <../marketing/sms_marketing/pricing_and_faq>` documentation." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:124 msgid "Buy credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:126 msgid "If there are not enough credits to perform a task, the database automatically prompts the purchase of more credits." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:129 msgid "Users can check the current balance of credits for each service, and manually purchase more credits, by navigating to the :menuselection:`Settings app --> Contacts section`, and beneath the :guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:133 msgid "Doing so reveals an :guilabel:`IAP Service` page, listing the various |IAP| services in the database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where additional credits can be purchased." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:138 msgid "Manually buy credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:140 msgid "To manually buy credits in Odoo, follow these steps:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:142 msgid "First, go to the :menuselection:`Settings application` and type `IAP` in the search bar. Alternatively users can scroll down to the :guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:-1 msgid "The Settings app showing the Odoo IAP heading and View My Services button." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:150 msgid "Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where additional credits can be purchased." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:154 msgid "On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click :guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment details, and confirm the order." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:-1 msgid "The SMS service page on IAP.Odoo.com with four packs of credits available for purchase." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:162 msgid "Once the transaction is complete, the credits are available for use in the database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:167 msgid "Low-credit notification" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:169 msgid "It is possible to be notified when credits are low, in order to avoid running out of credits, while using an |IAP| service. To do that, follow this process:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:172 msgid "Go to the :menuselection:`Settings application`, and type `IAP` in the search bar. Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:176 msgid "The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From here, click on the desired |IAP| account to view that service's :guilabel:`Account Information` page." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:179 msgid "Set the :guilabel:`Email Alert Threshold` to the credit amount that should trigger a low-credit alert when the balance falls below it. Next, select which user(s) should receive the email notification using the :guilabel:`Email Alert Recipients` field." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:3 msgid "Keyboard shortcuts" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:5 msgid "Users in Odoo can utilize several keyboard shortcuts to navigate through modules, execute actions, and manage data." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:9 msgid "Hold :kbd:`Ctrl` to view the keyboard shortcuts assigned to each element on the interface." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:0 msgid "A selection of keyboard shortcuts in Odoo." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:16 msgid "Some keyboard shortcuts may not be available on different versions of Odoo or effective depending on browsers, extensions, or other individual settings." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:20 msgid "Keyboard shortcuts by operating system" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:22 msgid "Below is a list of some of the most commonly used keyboard shortcuts within Odoo, listed by operating system." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:29 msgid "Description" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:30 msgid "Windows / Linux" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:31 msgid "macOS" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:32 msgid "Previous breadcrumb" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:33 msgid ":kbd:`Alt` + :kbd:`B`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:34 msgid ":kbd:`Ctrl` + :kbd:`B`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:35 msgid "Create new record" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:36 msgid ":kbd:`Alt` + :kbd:`C`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:37 msgid ":kbd:`Ctrl` + :kbd:`C`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:38 msgid "Odoo Home Page" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:39 msgid ":kbd:`Alt` + :kbd:`H`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:40 msgid ":kbd:`Ctrl` + :kbd:`H`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:41 msgid "Discard changes" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:42 msgid ":kbd:`Alt` + :kbd:`J`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:43 msgid ":kbd:`Ctrl` + :kbd:`J`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:44 msgid "Save changes" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:45 msgid ":kbd:`Alt` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:46 msgid ":kbd:`Ctrl` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:47 msgid "Next page" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:48 msgid ":kbd:`Alt` + :kbd:`N`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:49 msgid ":kbd:`Ctrl` + :kbd:`N`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:50 msgid "Previous page" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:51 msgid ":kbd:`Alt` + :kbd:`P`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:52 msgid ":kbd:`Ctrl` + :kbd:`P`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:53 msgid "Search" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:54 msgid ":kbd:`Alt` + :kbd:`Q`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:55 msgid ":kbd:`Ctrl` + :kbd:`Q`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:56 msgid "Select menus" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:57 msgid ":kbd:`Alt` + :kbd:`1-9`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:58 msgid ":kbd:`Ctrl` + :kbd:`1-9`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:59 msgid "Create a new To-Do" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:60 msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`T`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:61 msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`T`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:62 msgid "Search a Knowledge article" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:63 msgid ":kbd:`Alt` + :kbd:`F`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:64 msgid ":kbd:`Ctrl` + :kbd:`F`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:65 msgid "Share a Knowledge article" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:66 msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:67 msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:68 msgid "Open command palette" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:69 msgid ":kbd:`Ctrl` + :kbd:`K`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:70 msgid ":kbd:`Command` + :kbd:`K`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:73 msgid "After opening the command palette, search using the following keyboard shortcuts:" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:75 msgid ":kbd:`/`: search for menus, applications, and modules." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:76 msgid ":kbd:`@`: search for users." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:77 msgid ":kbd:`#`: search for **Discuss** channels." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:78 msgid ":kbd:`?`: search for **Knowledge** articles." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:80 msgid "Enter a name (or term) in the search bar, or use the arrow keys to scroll through the available options. Then, click :kbd:`Ctrl` + :kbd:`Enter` to open the selected app, module, or menu in a new tab." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:0 msgid "The command palette in Odoo, with the menu search option selected." msgstr "" #: ../../content/applications/essentials/property_fields.rst:3 msgid "Property fields" msgstr "" #: ../../content/applications/essentials/property_fields.rst:5 msgid "Property fields, or properties, enable the customization of a :ref:`form ` view by adding various :ref:`field types `. These fields allow information storage and management by adding values." msgstr "" #: ../../content/applications/essentials/property_fields.rst:9 msgid "Property vs. regular fields" msgstr "" #: ../../content/applications/essentials/property_fields.rst:11 msgid "Properties act as pseudo-fields; they behave like regular fields but are not saved as columns in the database. They also rely on a defined :ref:`parent record `." msgstr "" #: ../../content/applications/essentials/property_fields.rst:15 msgid "Adding a property to a *task* inserts a field in *all tasks* within the *same project* while other projects' tasks remain unaffected." msgstr "" #: ../../content/applications/essentials/property_fields.rst:21 msgid "Add property fields" msgstr "" #: ../../content/applications/essentials/property_fields.rst:23 msgid "To add a first property field to a :ref:`form view `, click the :icon:`fa-cog` (:guilabel:`Actions`) icon, then select :icon:`fa-cogs` :guilabel:`Edit Properties`." msgstr "" #: ../../content/applications/essentials/property_fields.rst:26 msgid "In the popover, enter the property's :guilabel:`Label`, choose a :guilabel:`Field Type`, and then configure the field based on the selected type:" msgstr "" #: ../../content/applications/essentials/property_fields.rst:33 msgid "Field type" msgstr "" #: ../../content/applications/essentials/property_fields.rst:35 msgid "Options" msgstr "" #: ../../content/applications/essentials/property_fields.rst:36 msgid ":ref:`Text `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:37 msgid "Short text on a single line" msgstr "" #: ../../content/applications/essentials/property_fields.rst:38 #: ../../content/applications/essentials/property_fields.rst:41 #: ../../content/applications/essentials/property_fields.rst:44 #: ../../content/applications/essentials/property_fields.rst:50 #: ../../content/applications/essentials/property_fields.rst:53 #: ../../content/applications/essentials/property_fields.rst:56 msgid "Enter a :guilabel:`Default Value` if desired." msgstr "" #: ../../content/applications/essentials/property_fields.rst:39 msgid ":ref:`Multiline Text `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:40 msgid "Full text on multiple lines" msgstr "" #: ../../content/applications/essentials/property_fields.rst:42 msgid ":ref:`HTML `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:43 msgid "HTML field" msgstr "" #: ../../content/applications/essentials/property_fields.rst:45 msgid ":ref:`Checkbox `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:46 msgid "Checked or unchecked status" msgstr "" #: ../../content/applications/essentials/property_fields.rst:47 msgid "Choose the :guilabel:`Default State`." msgstr "" #: ../../content/applications/essentials/property_fields.rst:48 msgid ":ref:`Integer `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:49 msgid "Integer numbers (:dfn:`positive, negative, or zero, without a decimal`)" msgstr "" #: ../../content/applications/essentials/property_fields.rst:51 msgid ":ref:`Decimal `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:52 msgid "Decimal numbers (:dfn:`positive, negative, or zero, with a decimal`)" msgstr "" #: ../../content/applications/essentials/property_fields.rst:54 msgid ":ref:`Monetary `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:55 msgid "Selection of a (cost) currency" msgstr "" #: ../../content/applications/essentials/property_fields.rst:57 msgid ":ref:`Date `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:58 msgid "Selection of a date on a calendar" msgstr "" #: ../../content/applications/essentials/property_fields.rst:59 #: ../../content/applications/essentials/property_fields.rst:62 #: ../../content/applications/essentials/property_fields.rst:85 #: ../../content/applications/essentials/property_fields.rst:91 msgid "Select a :guilabel:`Default Value` if desired." msgstr "" #: ../../content/applications/essentials/property_fields.rst:60 msgid ":ref:`Date & Time `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:61 msgid "Selection of a date on a calendar and a time on a clock" msgstr "" #: ../../content/applications/essentials/property_fields.rst:63 msgid ":ref:`Selection `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:64 msgid "Selection of a value from a group of predefined values" msgstr "" #: ../../content/applications/essentials/property_fields.rst:65 msgid "Add a selectable option by clicking :icon:`fa-plus` :guilabel:`Add a Value` and entering the :guilabel:`Option Name`." msgstr "" #: ../../content/applications/essentials/property_fields.rst:68 msgid "If desired, set an option as default by clicking the :icon:`fa-star-o` (:guilabel:`Select Default`) button." msgstr "" #: ../../content/applications/essentials/property_fields.rst:71 msgid "Reorder the options by dragging and dropping them using the :icon:`oi-draggable` (:guilabel:`drag handle`) button." msgstr "" #: ../../content/applications/essentials/property_fields.rst:74 msgid "Delete an option by clicking the :icon:`fa-trash-o` (:guilabel:`Remove Property`) button." msgstr "" #: ../../content/applications/essentials/property_fields.rst:75 msgid ":ref:`Tags `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:76 msgid "Selection of multiple values in the form of tags" msgstr "" #: ../../content/applications/essentials/property_fields.rst:77 msgid "Enter a :guilabel:`Tag` name and press `Enter` to save it." msgstr "" #: ../../content/applications/essentials/property_fields.rst:79 msgid "Change a tag's color by clicking it and selecting another one." msgstr "" #: ../../content/applications/essentials/property_fields.rst:80 msgid ":ref:`Many2one `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:81 msgid "Selection of a single record from another model" msgstr "" #: ../../content/applications/essentials/property_fields.rst:82 #: ../../content/applications/essentials/property_fields.rst:88 msgid "Enter the :guilabel:`Model` name. Configure its :ref:`Domain ` to filter records if needed." msgstr "" #: ../../content/applications/essentials/property_fields.rst:86 msgid ":ref:`Many2many `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:87 msgid "Selection of multiple records from another model" msgstr "" #: ../../content/applications/essentials/property_fields.rst:92 msgid ":guilabel:`Separator`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:93 msgid "Group several properties under a foldable label" msgstr "" #: ../../content/applications/essentials/property_fields.rst:97 msgid "Enter a :guilabel:`Suffix` to add a contextual description after a field's value. For example, to indicate the cost per kilometer, use the :guilabel:`Monetary` field and name it **Cost**, then enter **per km** as the :guilabel:`Suffix` field. The property then displays the following: **Cost** [added value] **per km**." msgstr "" #: ../../content/applications/essentials/property_fields.rst:101 msgid "Enable :guilabel:`Display in Cards` to select whether to display the property in the Kanban, List, or Calendar views' cards for every field." msgstr "" #: ../../content/applications/essentials/property_fields.rst:103 msgid "Enable :guilabel:`AI` to add :ref:`AI fields ` to the property. Write a :guilabel:`Prompt` and/or type `/field` to insert dynamic values." msgstr "" #: ../../content/applications/essentials/property_fields.rst:105 msgid "To add another property, click :icon:`fa-plus` :guilabel:`Add a Property` at the bottom of the form." msgstr "" #: ../../content/applications/essentials/property_fields.rst:109 msgid "To edit an existing property, hover the cursor over the property:" msgstr "" #: ../../content/applications/essentials/property_fields.rst:111 msgid "Click the :icon:`fa-pencil` (:guilabel:`pencil`) button to open a popover and modify the property. In the popover, click the :icon:`fa-chevron-up` (up) or :icon:`fa-chevron-down` (down) chevron to move a property upwards or downwards." msgstr "" #: ../../content/applications/essentials/property_fields.rst:114 msgid "Click :icon:`fa-trash` :guilabel:`Delete`, then :guilabel:`Delete` to permanently remove it." msgstr "" #: ../../content/applications/essentials/property_fields.rst:115 msgid "Use the :icon:`oi-draggable` (:guilabel:`drag handle`) icon to drag and drop the property to reorder or regroup." msgstr "" #: ../../content/applications/essentials/property_fields.rst:118 msgid "Click outside the popover to save the added property." msgstr "" #: ../../content/applications/essentials/property_fields.rst:123 msgid "Properties across apps" msgstr "" #: ../../content/applications/essentials/property_fields.rst:125 msgid "Property fields can be defined in the :ref:`form view ` of multiple models. Once set, the property is shared by all records that are linked to the same *parent*." msgstr "" #: ../../content/applications/essentials/property_fields.rst:133 msgid "App" msgstr "" #: ../../content/applications/essentials/property_fields.rst:134 msgid "Model" msgstr "" #: ../../content/applications/essentials/property_fields.rst:135 msgid "Parent" msgstr "" #: ../../content/applications/essentials/property_fields.rst:136 msgid ":guilabel:`Accounting`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:137 msgid ":ref:`Asset/Revenue Recognition `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:139 msgid ":doc:`Loan `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:140 msgid ":ref:`Asset model `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:142 msgid ":ref:`Journal `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:143 msgid ":guilabel:`Appraisals`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:144 msgid ":ref:`Employee Appraisal `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:145 msgid ":ref:`Department `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:146 msgid ":guilabel:`Approvals`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:147 msgid "Approval Request" msgstr "" #: ../../content/applications/essentials/property_fields.rst:148 #: ../../content/applications/essentials/property_fields.rst:217 msgid "Category" msgstr "" #: ../../content/applications/essentials/property_fields.rst:149 msgid ":guilabel:`CRM`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:150 msgid ":doc:`Lead/Opportunity `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:151 msgid ":ref:`Sales team `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:152 msgid ":guilabel:`Employees`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:153 #: ../../content/applications/essentials/property_fields.rst:189 msgid ":ref:`Employee `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:154 #: ../../content/applications/essentials/property_fields.rst:192 msgid ":ref:`Company `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:155 msgid ":guilabel:`Events`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:156 msgid ":doc:`Event Registration `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:157 msgid ":ref:`Event `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:158 msgid ":guilabel:`Fleet`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:159 msgid ":doc:`Vehicle `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:160 msgid ":ref:`Vehicle model `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:161 msgid ":guilabel:`Frontdesk`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:162 msgid ":ref:`Frontdesk Visitors `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:163 msgid ":ref:`Station `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:164 msgid ":guilabel:`Helpdesk`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:165 msgid ":ref:`Ticket `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:166 msgid ":ref:`Helpdesk team `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:167 msgid ":guilabel:`Inventory`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:168 msgid ":ref:`Lot/Serial `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:170 msgid ":doc:`Transfer `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:173 msgid ":ref:`Batch Transfer `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:174 msgid ":ref:`Product variant `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:176 #: ../../content/applications/essentials/property_fields.rst:178 msgid ":ref:`Operation type `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:179 msgid ":guilabel:`Knowledge`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:180 msgid ":ref:`Knowledge Article `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:181 msgid ":ref:`Parent article `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:182 msgid ":guilabel:`Maintenance`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:183 msgid ":ref:`Maintenance Equipment `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:184 msgid ":ref:`Equipment category `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:185 msgid ":guilabel:`Meeting Rooms`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:186 msgid "Room" msgstr "" #: ../../content/applications/essentials/property_fields.rst:187 msgid "Office" msgstr "" #: ../../content/applications/essentials/property_fields.rst:188 msgid ":guilabel:`Payroll`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:191 msgid ":ref:`Payslip `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:194 msgid ":ref:`Structure `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:195 msgid ":guilabel:`Planning`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:196 msgid ":ref:`Shift `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:197 msgid ":ref:`Role `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:198 msgid ":guilabel:`Project` / :guilabel:`Field Service`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:199 msgid ":ref:`Task `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:200 msgid ":ref:`Project `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:201 msgid ":guilabel:`Recruitment`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:202 msgid ":ref:`Applicant `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:204 msgid ":ref:`Job Position `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:206 msgid "Candidate" msgstr "" #: ../../content/applications/essentials/property_fields.rst:207 msgid ":ref:`Job position `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:209 #: ../../content/applications/essentials/property_fields.rst:211 #: ../../content/applications/essentials/property_fields.rst:214 msgid ":ref:`Company `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:212 msgid ":guilabel:`Repairs`" msgstr "" #: ../../content/applications/essentials/property_fields.rst:213 msgid ":ref:`Repair order `" msgstr "" #: ../../content/applications/essentials/property_fields.rst:215 msgid ":guilabel:`Sales` / etc." msgstr "" #: ../../content/applications/essentials/property_fields.rst:216 msgid "Product" msgstr "" #: ../../content/applications/essentials/property_fields.rst:220 msgid "The following models do not depend on any *parent* and apply to all records:" msgstr "" #: ../../content/applications/essentials/property_fields.rst:222 msgid ":doc:`Contact Form <../../../applications/essentials/contacts>` in the :guilabel:`Contacts` app" msgstr "" #: ../../content/applications/essentials/property_fields.rst:223 msgid ":ref:`Mailing List Contacts ` in the :guilabel:`Email Marketing` app" msgstr "" #: ../../content/applications/essentials/reporting.rst:3 msgid "Reporting" msgstr "" #: ../../content/applications/essentials/reporting.rst:5 msgid "You can find several reports under the :guilabel:`Reporting` menu of most apps that let you analyze and visualize the data of your records." msgstr "" #: ../../content/applications/essentials/reporting.rst:11 msgid "Selecting a view" msgstr "" #: ../../content/applications/essentials/reporting.rst:13 msgid "Depending on the report, Odoo can display the data in various ways. Sometimes, a unique view fully tailored to the report is available, while several views are available for others. However, two generic views are dedicated to reporting: the graph and pivot views." msgstr "" #: ../../content/applications/essentials/reporting.rst:20 msgid "Graph view" msgstr "" #: ../../content/applications/essentials/reporting.rst:22 msgid "The :ref:`graph view ` is used to visualize your records' data, helping you identify patterns and trends. The view is often found under the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the **graph view button** located at the top right to access it." msgstr "" #: ../../content/applications/essentials/reporting.rst:-1 msgid "Selecting the graph view" msgstr "" #: ../../content/applications/essentials/reporting.rst:33 msgid "Pivot view" msgstr "" #: ../../content/applications/essentials/reporting.rst:35 msgid "The :ref:`pivot view ` is used to aggregate your records' data and break it down for analysis. The view is often found under the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the **pivot view button** located at the top right to access it." msgstr "" #: ../../content/applications/essentials/reporting.rst:-1 msgid "Selecting the pivot view" msgstr "" #: ../../content/applications/essentials/reporting.rst:45 msgid "Choosing measures" msgstr "" #: ../../content/applications/essentials/reporting.rst:47 msgid "After selecting a view, you should ensure only the relevant records are :doc:`filtered `. Next, you should choose what is measured. By default, a measure is always selected. If you wish to edit it, click :guilabel:`Measures` and choose one or, only for pivots, multiple measures." msgstr "" #: ../../content/applications/essentials/reporting.rst:52 msgid "When you select a measure, Odoo aggregates the values recorded on that field for the filtered records. Only numerical fields (:ref:`integer `, :ref:`decimal `, :ref:`monetary `) can be measured. In addition, the :guilabel:`Count` option is used to count the total number of filtered records." msgstr "" #: ../../content/applications/essentials/reporting.rst:58 msgid "After choosing what you want to measure, you can define how the data should be :ref:`grouped ` depending on the dimension you want to analyze. By default, the data is often grouped by *Date > Month*, which is used to analyze the evolution of a measure over the months." msgstr "" #: ../../content/applications/essentials/reporting.rst:63 msgid "When you filter a single time period, the option to compare it against another one appears." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Using the comparison option" msgstr "" #: ../../content/applications/essentials/reporting.rst:72 msgid "Select measures" msgstr "" #: ../../content/applications/essentials/reporting.rst:74 msgid "Among other measures, you could add the :guilabel:`Margin` and :guilabel:`Count` measures to the Sales Analysis report. By default, the :guilabel:`Untaxed Amount` measure is selected." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Selecting different measures on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/reporting.rst:81 msgid "Group measures" msgstr "" #: ../../content/applications/essentials/reporting.rst:83 msgid "You could group the measures by :guilabel:`Product Category` at the level of rows on the previous Sales Analysis report example." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding a group on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/reporting.rst:92 msgid "Using the pivot view" msgstr "" #: ../../content/applications/essentials/reporting.rst:94 msgid "Grouping data is quintessential to the pivot view. It enables drilling down the data to gain deeper insights. While you can use the :guilabel:`Group By` option to quickly add a group at the level of rows, as shown in the example above, you can also click the plus button (:guilabel:`➕`) next to the :guilabel:`Total` header at the level of rows *and* columns, and then select one of the **preconfigured groups**. To remove one, click the minus button (:guilabel:`➖`)." msgstr "" #: ../../content/applications/essentials/reporting.rst:100 msgid "Once you have added a group, you can add new ones on the opposite axis or the newly created subgroups." msgstr "" #: ../../content/applications/essentials/reporting.rst:104 msgid "You could further divide the measures on the previous Sales Analysis report example by the :guilabel:`Salesperson` group at the level of columns and by the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / Office Furniture` product category." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding multiple groups on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/reporting.rst:112 msgid "Switch the rows and columns' groups by clicking the flip axis button (:guilabel:`⇄`)." msgstr "" #: ../../content/applications/essentials/reporting.rst:113 msgid "Click on a measure's label to sort the values by ascending (⏶) or descending (⏷) order." msgstr "" #: ../../content/applications/essentials/reporting.rst:114 msgid "Download a `.xlsx` version of the pivot by clicking the download button (:guilabel:`⭳`)." msgstr "" #: ../../content/applications/essentials/reporting.rst:119 msgid "Using the graph view" msgstr "" #: ../../content/applications/essentials/reporting.rst:121 msgid "Three graphs are available: the bar, line, and pie charts." msgstr "" #: ../../content/applications/essentials/reporting.rst:123 msgid "**Bar charts** are used to show the distribution or a comparison of several categories. They are especially useful as they can deal with larger data sets." msgstr "" #: ../../content/applications/essentials/reporting.rst:126 msgid "**Line charts** are useful to show changing time series and trends over time." msgstr "" #: ../../content/applications/essentials/reporting.rst:128 msgid "**Pie charts** are used to show the distribution or a comparison of a small number of categories when they form a meaningful whole." msgstr "" #: ../../content/applications/essentials/reporting.rst:133 msgid "Bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:138 msgid "Line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:143 msgid "Pie chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a pie chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:149 msgid "For **bar** and **line** charts, you can use the stacked option when you have at least two groups, which then appear on top of each other instead of next to each other." msgstr "" #: ../../content/applications/essentials/reporting.rst:154 msgid "Stacked bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked bar chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:159 msgid "Regular bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked bar chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:164 msgid "Stacked line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked line chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:169 #: ../../content/applications/essentials/reporting.rst:184 msgid "Regular line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked line chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:174 msgid "For **line** charts, you can use the cumulative option to sum values, which is especially useful to show the change in growth over a time period." msgstr "" #: ../../content/applications/essentials/reporting.rst:179 msgid "Cumulative line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Cumulative line chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Regular line chart example" msgstr "" #: ../../content/applications/essentials/search.rst:3 msgid "Search, filter, and group records" msgstr "" #: ../../content/applications/essentials/search.rst:5 msgid "Odoo allows for the searching, filtering, and grouping of records in a view to display only the most relevant records. The search bar is located at the top of the view: start typing to :ref:`search for values `, or click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon to access the :ref:`Filter `, :ref:`Group By `, and :ref:`Favorites ` drop-down menus." msgstr "" #: ../../content/applications/essentials/search.rst:14 msgid "Search for values" msgstr "" #: ../../content/applications/essentials/search.rst:16 msgid "Use the search field to look for specific values, and add them as a filter. Type the value to search for (like a salesperson's name or a product), and select the desired option from the drop-down menu to apply the search filter." msgstr "" #: ../../content/applications/essentials/search.rst:21 msgid "Instead of adding a :ref:`custom filter ` to select records where *Mitchell Admin* is the salesperson on the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> Sales`), search for `Mitch`, and click the :icon:`fa-caret-right` :guilabel:`(submenu)` icon next to :guilabel:`Search Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Searching for a specific value on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:31 msgid "Using the search field is equivalent to using the *contains* operator when adding a :ref:`custom filter `. If a partial value is entered, and the desired field is directly selected (without selecting the :icon:`fa-caret-right` :guilabel:`(submenu)`, *all* records containing the typed characters for the selected field are included." msgstr "" #: ../../content/applications/essentials/search.rst:39 msgid "Filters" msgstr "" #: ../../content/applications/essentials/search.rst:41 msgid "Filters are used to select records that meet specific criteria. The default selection of records is specific to each view, but can be modified by selecting one (or several) :ref:`preconfigured filters `, or by adding a :ref:`custom filter `." msgstr "" #: ../../content/applications/essentials/search.rst:48 msgid "Preconfigured filters" msgstr "" #: ../../content/applications/essentials/search.rst:50 msgid "Modify the default selection of records by clicking the :icon:`fa-caret-down` :guilabel:`(dropdown)` from the search bar, and selecting one (or several) *preconfigured filters* from the :guilabel:`Filters` drop-down menu." msgstr "" #: ../../content/applications/essentials/search.rst:55 msgid "On the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> Sales`), only records that are at the *sales order* stage, with an *order date* within the last 365 days, are selected by default." msgstr "" #: ../../content/applications/essentials/search.rst:59 msgid "To also include records at the *quotation* stage, select :guilabel:`Quotations` from the :guilabel:`Filters`." msgstr "" #: ../../content/applications/essentials/search.rst:62 msgid "Furthermore, to *only* include sales order and quotation records from a specific year, like 2024, for example, first remove the existing `Order Date: Last 365 Days` filter by clicking :icon:`fa-times` :guilabel:`(cancel)`, then select the :menuselection:`Order Date --> 2024` filter." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Using preconfigured filters on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:71 msgid "The preconfigured :guilabel:`Filters` are grouped, and each group is separated by a horizontal line. Selecting preconfigured filters from the same group allows records to match *any* of the applied conditions. However, selecting filters from different groups requires records to match *all* of the applied conditions." msgstr "" #: ../../content/applications/essentials/search.rst:79 msgid "Custom filters" msgstr "" #: ../../content/applications/essentials/search.rst:81 msgid "If the :ref:`preconfigured filters ` are not specific enough, add a custom filter. To do so, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon in the search bar, then select :menuselection:`Filters --> Add Custom Filter`." msgstr "" #: ../../content/applications/essentials/search.rst:85 msgid "The :guilabel:`Add Custom Filter` pop-up window displays the matching option, filter rule, and a toggle to :guilabel:`Include archived` records." msgstr "" #: ../../content/applications/essentials/search.rst:-1 msgid "The Add Custom Filter pop-up window." msgstr "" #: ../../content/applications/essentials/search.rst:91 msgid "The default matching configuration is to :guilabel:`Match any of the following rules`, indicating that each filter rule is applied independently. To change the matching configuration to :guilabel:`Match all of the following rules`, at least two filter rules must be added to the custom filter." msgstr "" #: ../../content/applications/essentials/search.rst:96 msgid ":guilabel:`Match all` :icon:`fa-caret-down` :guilabel:`of the following rules`: **All** of the filter rules must be met. Think of this as an *AND* (`&`) operation." msgstr "" #: ../../content/applications/essentials/search.rst:98 msgid ":guilabel:`Match any` :icon:`fa-caret-down` :guilabel:`of the following rules`: **Any** of the filter rules can be met. Think of this as an *OR* (`|`) operation." msgstr "" #: ../../content/applications/essentials/search.rst:101 msgid "By default, a single filter rule is added to the custom filter. The following describes the structure of a filter rule:" msgstr "" #: ../../content/applications/essentials/search.rst:104 msgid "The first inline field is the *field name* to filter by. Some fields have refined parameters that are nested within another field. These fields have a :icon:`fa-caret-right` :guilabel:`(submenu)` icon beside them, which can be selected to reveal the nested fields." msgstr "" #: ../../content/applications/essentials/search.rst:107 msgid "The second inline field is the conditional *operator* used to compare the field name to the value. The :ref:`available conditional operators ` are specific to the field's data type." msgstr "" #: ../../content/applications/essentials/search.rst:110 msgid "The third inline field is the variable *value* of the field name. The value input may appear as a drop-down menu, a text input, a number input, a date/time input, a boolean selector, or it may be blank, depending on the operator used and the field's data type." msgstr "" #: ../../content/applications/essentials/search.rst:114 msgid "Three inline buttons are also available to the right of the rule's filter criteria:" msgstr "" #: ../../content/applications/essentials/search.rst:116 msgid ":icon:`fa-plus` :guilabel:`(plus)`: Adds a new rule below the existing rule." msgstr "" #: ../../content/applications/essentials/search.rst:117 msgid ":icon:`fa-sitemap` :guilabel:`(node)`: Adds a new group of rules below the existing rule, with the :guilabel:`any` and :guilabel:`all` matching options available to define how each rule within this branch is applied to the filter. If the matching option is set to the same as the parent group, the fields are moved to join the parent group." msgstr "" #: ../../content/applications/essentials/search.rst:123 msgid "If the matching option is set to :guilabel:`Match all` :icon:`fa-caret-down` :guilabel:`of the following rules`, and a new branch is added with its matching option changed from :guilabel:`any` :icon:`fa-caret-down` :guilabel:`of` to :guilabel:`all` :icon:`fa-caret-down` :guilabel:`of`, the newly-added branch disappears, and its group of rules are moved to the parent group." msgstr "" #: ../../content/applications/essentials/search.rst:129 msgid ":icon:`fa-trash` :guilabel:`(delete)`: Deletes the node. If a branch node is deleted, all children of that node are deleted, as well." msgstr "" #: ../../content/applications/essentials/search.rst:132 msgid "A new filter rule can be added to the custom filter by clicking the :guilabel:`New Rule` button." msgstr "" #: ../../content/applications/essentials/search.rst:134 msgid "Once the filter criteria are defined, click :guilabel:`Add` to add the custom filter to the view." msgstr "" #: ../../content/applications/essentials/search.rst:137 msgid "To target all leads and opportunities from the :menuselection:`CRM` app that are in the *Won* stage, and have an expected revenue greater than $1,000, the following should be entered:" msgstr "" #: ../../content/applications/essentials/search.rst:140 msgid ":guilabel:`Match all` :icon:`fa-caret-down` :guilabel:`of the following rules:`" msgstr "" #: ../../content/applications/essentials/search.rst:142 msgid ":guilabel:`Stage` :guilabel:`is in` :guilabel:`Won`" msgstr "" #: ../../content/applications/essentials/search.rst:143 msgid ":guilabel:`Expected Revenue` :guilabel:`>` `1,000`" msgstr "" #: ../../content/applications/essentials/search.rst:144 msgid ":guilabel:`any` :icon:`fa-caret-down` :guilabel:`of:`" msgstr "" #: ../../content/applications/essentials/search.rst:146 msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Lead`" msgstr "" #: ../../content/applications/essentials/search.rst:147 msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Opportunity`" msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Adding a custom filter to filter specific records in CRM." msgstr "" #: ../../content/applications/essentials/search.rst:153 msgid "Activate :ref:`developer-mode` to reveal each field's technical name and data type, as well as the :guilabel:`# Code editor` text area below the filter rules, to view and edit the domain manually." msgstr "" #: ../../content/applications/essentials/search.rst:160 msgid "Group records" msgstr "" #: ../../content/applications/essentials/search.rst:162 msgid "The display of records in a view can be clustered together, according to one of the *preconfigured groups*. To do so, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon in the search bar, then select one of the :guilabel:`Group By` options from the drop-down menu." msgstr "" #: ../../content/applications/essentials/search.rst:167 msgid "To group the records by salesperson on the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> Sales`), click the :guilabel:`Salesperson` option from the :guilabel:`Group By` drop-down menu. The view changes to group the records by salesperson, without filtering out any records." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Grouping records on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:175 msgid "It is possible to *customize groups* by using a field present on the model. To do so, click :menuselection:`Add Custom Group`, and select a field from the drop-down menu." msgstr "" #: ../../content/applications/essentials/search.rst:179 msgid "Several groups can be used at the same time. The first group that is selected is the main cluster, the next one that is added further divides the main group's categories, and so on. Furthermore, filters and groups can be used together to refine the view even more." msgstr "" #: ../../content/applications/essentials/search.rst:186 msgid "Comparison" msgstr "" #: ../../content/applications/essentials/search.rst:188 msgid "Certain reporting dashboards include a :guilabel:`Comparison` section in the drop-down menus of their search bars. This includes the :doc:`Overall Equipment Effectiveness <../inventory_and_mrp/manufacturing/reporting/oee>` report for the **Manufacturing** app and the :doc:`Purchase <../inventory_and_mrp/purchase/advanced/analyze>` report for the **Purchase** app, among others." msgstr "" #: ../../content/applications/essentials/search.rst:194 msgid "The options in the :icon:`fa-adjust` :guilabel:`Comparison` section are used to compare data from two different time periods. Pick between the two comparison options: :guilabel:`(Time Filter): Previous Period` and :guilabel:`(Time Filter): Previous Year`." msgstr "" #: ../../content/applications/essentials/search.rst:199 msgid "For some reports, the :guilabel:`Comparison` section **only** appears in the search bar drop-down menu if one (or more) time periods have been selected in the :guilabel:`Filters` column. This is because there is nothing to compare if no time period is specified." msgstr "" #: ../../content/applications/essentials/search.rst:203 msgid "Additionally, some reports only allow use of the :guilabel:`Comparison` feature when the :icon:`fa-pie-chart` :guilabel:`(Pie Chart)` graph type or the :icon:`oi-view-pivot` :guilabel:`(Pivot)` view, is selected. A :guilabel:`Comparison` option can be selected even if another view is enabled, but doing so does **not** change the way data is displayed on the report." msgstr "" #: ../../content/applications/essentials/search.rst:-1 msgid "The search bar for the production analysis report." msgstr "" #: ../../content/applications/essentials/search.rst:212 msgid "To view data using one of the two comparisons, begin by selecting a time period in the :guilabel:`Filters` column of the search bar drop-down menu. Then, select either :guilabel:`(Time Filter): Previous Period` or :guilabel:`(Time Filter): Previous Year` in the :guilabel:`Comparison` section." msgstr "" #: ../../content/applications/essentials/search.rst:217 msgid "With one of the :guilabel:`Comparison` options enabled, the report compares the data for the selected period, with the data for the same unit of time (month, quarter, year), one period or year prior. The way the data is displayed depends on the selected view:" msgstr "" #: ../../content/applications/essentials/search.rst:221 msgid "The :icon:`fa-bar-chart` :guilabel:`(Bar Chart)` shows two bars, side-by-side, for each unit of time for the selected time period. The left bar represents the selected time period, while the right bar represents the previous time period." msgstr "" #: ../../content/applications/essentials/search.rst:224 msgid "The :icon:`fa-line-chart` :guilabel:`(Line Chart)` is displayed with two lines, one representing the selected time period, and the other representing the previous time period." msgstr "" #: ../../content/applications/essentials/search.rst:226 msgid "The :icon:`fa-pie-chart` :guilabel:`(Pie Chart)` appears as a large circle with a smaller circle inside. The larger circle represents the selected time period, while the smaller circle represents the previous time period." msgstr "" #: ../../content/applications/essentials/search.rst:229 msgid "The :icon:`oi-view-pivot` :guilabel:`(Pivot)` is displayed with each column split into two smaller columns. The right column represents the selected time period, while the left column represents the previous time period." msgstr "" #: ../../content/applications/essentials/search.rst:234 msgid "In the :guilabel:`Production Analysis` report of the :menuselection:`Manufacturing` app, data for the second quarter of 2024 is compared to data for the second quarter of 2023. :guilabel:`Q2` is selected in the :guilabel:`End Date` filter section of the search bar drop-down menu. In the :guilabel:`Comparison` section, :guilabel:`End Date: Previous Year` is selected." msgstr "" #: ../../content/applications/essentials/search.rst:239 msgid "The current year is 2024, so the larger circle shows data for the second quarter (Q2) of 2024. The smaller circle shows data for the second quarter (Q2) of 2023, which is the same time period, but one *year* prior." msgstr "" #: ../../content/applications/essentials/search.rst:243 msgid "If :guilabel:`End Date: Previous Period` is selected instead, the smaller circle shows data for the first quarter (Q1) of 2024, which is the same time period, but one *period* prior." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "The comparison view of the Production Analysis report." msgstr "" #: ../../content/applications/essentials/search.rst:252 msgid "Favorites" msgstr "" #: ../../content/applications/essentials/search.rst:254 msgid "Favorites are a way to save a specific search for future use, or as the new default filter for the view." msgstr "" #: ../../content/applications/essentials/search.rst:257 msgid "To save the current view as a favorite, click the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon in the search bar, then select the :guilabel:`Save current search` drop-down menu to display the following options:" msgstr "" #: ../../content/applications/essentials/search.rst:261 msgid ":guilabel:`Filter name`: Name of the favorited search." msgstr "" #: ../../content/applications/essentials/search.rst:262 msgid ":guilabel:`Default filter`: Sets the favorited search as the default filter for the view." msgstr "" #: ../../content/applications/essentials/search.rst:264 msgid "Once the options are set, click :guilabel:`Save` to save the favorited search." msgstr "" #: ../../content/applications/essentials/search.rst:-1 msgid "Saving a favorite search on the Sales Analysis report." msgstr "" #: ../../content/applications/essentials/search.rst:270 msgid "Favorited searches are accessed by clicking the :icon:`fa-caret-down` :guilabel:`(dropdown)` icon in the search bar, and are shown under :icon:`fa-star` :guilabel:`Favorites`. Searches that are only visible to the current user, i.e., that are not shared, are shown first, while any :ref:`shared favorites `, whether created by the current user or another user, are shown in a second section." msgstr "" #: ../../content/applications/essentials/search.rst:276 msgid "To edit, archive, or remove a favorited search, hover over the search name in the list of favorites and click :icon:`fa-pencil` :guilabel:`(Edit favorite)`. The following fields can be modified: :guilabel:`Filter Name`, :ref:`Shared with `, :guilabel:`Default Filter`, :guilabel:`Domain`. To archive or remove the favorite, click :icon:`fa-cog` :guilabel:`(Actions)` then :icon:`oi-archive` :guilabel:`Archive` or :icon:`fa-trash` :guilabel:`Delete`, as appropriate." msgstr "" #: ../../content/applications/essentials/search.rst:283 msgid "When a favorited search is in use, additional filters or groups can be used to further refine the search. The conditions applied by the favorited search can also be modified by hovering over the :icon:`fa-star` :guilabel:`(star)` beside the search name then clicking the :icon:`fa-cog` :guilabel:`(cog)` icon. These changes only affect the current search." msgstr "" #: ../../content/applications/essentials/search.rst:287 msgid "To edit the grouping or sorting of a favorited search, :ref:`activate developer mode ` when editing the search, then modify the :guilabel:`Context` or :guilabel:`Sort` fields as needed." msgstr "" #: ../../content/applications/essentials/search.rst:290 msgid "To view *all* favorited searches, with developer mode activated, navigate to :menuselection:`Settings app --> Technical --> User-defined Filters`. From here, all favorited searches can be viewed, edited, archived, or deleted." msgstr "" #: ../../content/applications/essentials/search.rst:297 msgid "Share a favorited search" msgstr "" #: ../../content/applications/essentials/search.rst:299 msgid "By default, a favorited search is only available to the user who created it. To share a favorited search with other users, click :guilabel:`Edit` when creating the favorite, or, for an existing favorite, click :icon:`fa-pencil` :guilabel:`(Edit favorite)` after hovering over the search name in the list of favorites." msgstr "" #: ../../content/applications/essentials/search.rst:304 msgid "In the :guilabel:`Shared with` field, select the relevant users from the drop-down menu, then click :icon:`fa-cloud-upload` :guilabel:`(Save manually)`. The favorite is now visible for all selected users under :icon:`fa-star` :guilabel:`Favorites`." msgstr "" #: ../../content/applications/essentials/stages.rst:3 msgid "Stages" msgstr "" #: ../../content/applications/essentials/stages.rst:5 msgid "*Stages* are used to organize an app's pipeline and track the progress of configured items, from now on are referred to as cards." msgstr "" #: ../../content/applications/essentials/stages.rst:8 msgid "In apps these cards represent specific items, for example, in the **Helpdesk** app, stages track tickets. Stages are customizable, and can be renamed to fit the needs of each team." msgstr "" #: ../../content/applications/essentials/stages.rst:12 msgid "Create or modify stages" msgstr "" #: ../../content/applications/essentials/stages.rst:15 msgid ":ref:`Developer mode ` **must** be activated to access the stages menu. To activate developer mode, go to :menuselection:`Settings app --> General Settings --> Developer Tools`, and click :guilabel:`Activate the developer mode`." msgstr "" #: ../../content/applications/essentials/stages.rst:19 msgid "To view or modify stages, go to the desired app and go to :menuselection:`Configuration --> Stages`." msgstr "" #: ../../content/applications/essentials/stages.rst:21 msgid "The default list view on the :guilabel:`Stages` page displays the stages currently available in the app. They are listed in the order they appear in the pipeline." msgstr "" #: ../../content/applications/essentials/stages.rst:24 msgid "To change the order of the stages, click the :icon:`oi-draggable` :guilabel:`(draggable)` icon, to the left of the stage name, and drag it to the desired place on the list." msgstr "" #: ../../content/applications/essentials/stages.rst:-1 msgid "View of the stage list page emphasizing the buttons used to change the order the stages\n" "appear in the list." msgstr "" #: ../../content/applications/essentials/stages.rst:32 msgid "Change the stage order on the Kanban view of a team's pipeline by dragging and dropping individual columns." msgstr "" #: ../../content/applications/essentials/stages.rst:35 msgid "To create a new stage, click the :guilabel:`New` button at the top-left of the stage list. Doing so reveals a blank stage form." msgstr "" #: ../../content/applications/essentials/stages.rst:38 msgid "Choose a :guilabel:`Name` for the new stage." msgstr "" #: ../../content/applications/essentials/stages.rst:-1 msgid "View of a stage's settings page in Odoo Helpdesk." msgstr "" #: ../../content/applications/essentials/stages.rst:44 msgid "Rotting lead detection" msgstr "" #: ../../content/applications/essentials/stages.rst:47 msgid "The *Days to rot* feature is only available to apps that use stages, for instance, **CRM** and **Heldesk** apps. This feature is automatically disabled by setting it to zero." msgstr "" #: ../../content/applications/essentials/stages.rst:50 msgid "The *Days to rot* feature provides proactive notification when a specific card within that stage requires attention. When a card passes the defined rotting threshold, it becomes highlighted in red and the stage displays the total number of cards currently rotting." msgstr "" #: ../../content/applications/essentials/stages.rst:-1 msgid "Sample of a rotting card and stage in CRM app." msgstr "" #: ../../content/applications/essentials/stages.rst:57 msgid "To enable this feature, the Kanban view must be active. Navigate to the desired app and click on the :icon:`oi-view-kanban` :guilabel:`(Kanban)` icon." msgstr "" #: ../../content/applications/essentials/stages.rst:60 msgid "To set the threshold for a stage, click on the :icon:`fa-gear` :guilabel:`(Settings)` icon for the relevant stage and select :guilabel:`Edit` from the drop-down menu. A configuration window will appear." msgstr "" #: ../../content/applications/essentials/stages.rst:64 msgid "In the :guilabel:`Days to rot` field, enter the number of days that marks the threshold before action is needed. Click :guilabel:`Save` to apply the configuration." msgstr "" #: ../../content/applications/essentials/stages.rst:-1 msgid "Sample of a configuration window with a rotting threshold in the CRM app." msgstr "" #: ../../content/applications/essentials/stages.rst:71 msgid "Progress bar" msgstr "" #: ../../content/applications/essentials/stages.rst:73 msgid "The progress bar is visible above each stage, displaying the percentage breakdown of every status type for all the cards within that stage. Each status type has an assigned color that appears within the bar." msgstr "" #: ../../content/applications/essentials/stages.rst:77 msgid "The specific definition of these statuses changes depending on the app. For example, in the **Helpdesk** app, the progress bar for a stage consists of the :guilabel:`In progress`, :guilabel:`Ready`, and :guilabel:`Blocked` statuses by default." msgstr "" #: ../../content/applications/essentials/stages.rst:81 msgid "To see a detailed count, hover over a representative color, which activates a notification detailing the number of cards in the stage of that specific status." msgstr "" #: ../../content/applications/essentials/stages.rst:84 msgid "Clicking a status color filters the stage to show only cards with that status. The card count for the selected status appears next to the progress bar." msgstr "" #: ../../content/applications/essentials/stages.rst:-1 msgid "View of a stage's progress highlighting the activities that are due today." msgstr "" #: ../../content/applications/essentials/stages.rst:91 msgid "Add email and SMS templates to stages" msgstr "" #: ../../content/applications/essentials/stages.rst:93 msgid "When an :guilabel:`Email Template` is added to a stage, a preconfigured email is automatically sent to the customer when a ticket reaches that specific stage in the pipeline. Likewise, adding an :guilabel:`SMS Template` triggers a preconfigured SMS text message to send to the customer." msgstr "" #: ../../content/applications/essentials/stages.rst:98 msgid "SMS text messaging is an :doc:`In-App Purchase (IAP) ` service that requires prepaid credits to work. Refer to `SMS Pricing FAQ `_ for additional information." msgstr "" #: ../../content/applications/essentials/stages.rst:102 msgid "To select an existing email template, select it from the :guilabel:`Email Template` field. After choosing a template, click on the :icon:`oi-arrow-right` :guilabel:`(right arrow)` icon to the right of the field to edit the chosen template." msgstr "" #: ../../content/applications/essentials/stages.rst:106 msgid "To create a new template from this form, click the field, and enter a title for the new template. Then, select :guilabel:`Create and edit` from the drop-down menu that appears, and complete the form details." msgstr "" #: ../../content/applications/essentials/stages.rst:110 msgid "Follow the same steps to select, edit, or create an :guilabel:`SMS Template`." msgstr "" #: ../../content/applications/essentials/stages.rst:-1 msgid "View of an SMS template setup page in Odoo Helpdesk." msgstr "" #: ../../content/applications/essentials/stages.rst:116 msgid ":doc:`/applications/general/companies/email_template`" msgstr "" #: ../../content/applications/essentials/stages.rst:119 msgid "Fold a stage" msgstr "" #: ../../content/applications/essentials/stages.rst:121 msgid "By default, stages are unfolded in the Kanban view. If there is a Won or Closed stage, it is folded by default." msgstr "" #: ../../content/applications/essentials/stages.rst:124 msgid "Cards in an unfolded stage are visible in the pipeline under the stage name, and are considered *open*." msgstr "" #: ../../content/applications/essentials/stages.rst:127 msgid "Stages can be configured to be folded in the Kanban view of the pipeline page." msgstr "" #: ../../content/applications/essentials/stages.rst:129 msgid "The name of the folded stages are still visible, but the cards in the stage are hidden from view." msgstr "" #: ../../content/applications/essentials/stages.rst:131 msgid "To fold a stage, tick the :guilabel:`Folded in Kanban` checkbox on the :guilabel:`Stages` form." msgstr "" #: ../../content/applications/essentials/stages.rst:134 msgid "Cards that reach a *folded* stage are considered *closed*. Closing a card before the work is completed can result in reporting and communication issues. This setting should **only** be enabled for stages that are considered *closing* stages." msgstr "" #: ../../content/applications/essentials/stages.rst:139 msgid "Temporarily fold a stage" msgstr "" #: ../../content/applications/essentials/stages.rst:141 msgid "Stages can be temporarily folded in the Kanban view of the pipeline, as well." msgstr "" #: ../../content/applications/essentials/stages.rst:143 msgid "View a specific team's pipeline by navigating to the desired app, and clicking the team's Kanban card." msgstr "" #: ../../content/applications/essentials/stages.rst:146 msgid "Hover the cursor at the top of the desired stage to fold temporarily, then click the :icon:`fa-gear` :guilabel:`(gear)` icon that appears, and select :guilabel:`Fold` from the drop-down menu." msgstr "" #: ../../content/applications/essentials/stages.rst:-1 msgid "Kanban view of a Helpdesk stage, with the temporary fold option emphasized." msgstr "" #: ../../content/applications/essentials/stages.rst:153 msgid "Manually folding a stage from the Kanban view is temporary and does **not** close the cards in the stage." msgstr "" #: ../../content/applications/essentials/stages.rst:157 msgid "Assign stages to a team" msgstr "" #: ../../content/applications/essentials/stages.rst:159 msgid "Make a selection in the :guilabel:`Teams` field on the :guilabel:`Stages` form. More than one team may be selected, since the same stage can be assigned to multiple teams." msgstr ""