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# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
# Translators:
# Wil Odoo, 2024
# Abe Manyo, 2024
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 17.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-04-30 09:16+0000\n"
"PO-Revision-Date: 2024-03-30 23:40+0000\n"
"Last-Translator: Abe Manyo, 2024\n"
"Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Language: id\n"
"Plural-Forms: nplurals=1; plural=0;\n"
#: ../../content/applications/essentials.rst:3
msgid "Odoo essentials"
msgstr "Odoo essential"
#: ../../content/applications/essentials/activities.rst:3
msgid "Activities"
msgstr "Aktivitas"
#: ../../content/applications/essentials/activities.rst:5
msgid ""
"*Activities* are follow-up tasks tied to a record in an Odoo database. "
"Activities can be scheduled on any page of the database that contains a "
"chatter thread, kanban view, list view, or activities view of an "
"application."
msgstr ""
"*Kegiatan* adalah task follow-up yang terikat ke record di database Odoo. "
"Kegiatan dapat dijadwalkan pada halaman apa pun di database yang memiliki "
"chatter thread, tampilan kanban, tampilan list, atau tampilan kegiatan dari "
"aplikasi."
#: ../../content/applications/essentials/activities.rst:10
msgid "Schedule activities"
msgstr "Jadwalkan kegiatan"
#: ../../content/applications/essentials/activities.rst:12
msgid ""
"One way that activities are created is by clicking the :guilabel:`Schedule "
"Activity` button, located at the top of the *chatter* on any record. On the "
"pop-up window that appears, select an :guilabel:`Activity Type` from the "
"drop-down menu."
msgstr ""
"Salah satu cara kegiatan dibuat adalah dengan mengeklik tombol "
":guilabel:`Jadwalkan Kegiatan`, berlokasi di bagian atas *chatter* pada "
"record apa pun. Pada jendela pop-up yang muncul, pilih :guilabel:`Tipe "
"Kegiatan` dari menu drop-down."
#: ../../content/applications/essentials/activities.rst:17
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 ""
"Aplikasi individu memiliki list *Tipe-Tipe Kegiatan* dedicated to that "
"application. Contohnya, untuk melihat dan mengedit kegiatan yang tersedia "
"untuk aplikasi *CRM*, pergi ke :menuselection:`app CRM --> Konfigurasi --> "
"Tipe-Tipe Kegiatan`."
#: ../../content/applications/essentials/activities.rst:21
msgid ""
"Enter a title for the activity in the :guilabel:`Summary` field, located in "
"the :guilabel:`Schedule Activity` pop-up window."
msgstr ""
"Masukkan judul untuk kegiatan di field :guilabel:`Ringkasan`, berlokasi di "
"jendela pop-up :guilabel:`Jadwalkan Kegiatan`."
#: ../../content/applications/essentials/activities.rst:24
msgid ""
"To assign the activity to a different user, select a name from the "
":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the "
"activity is automatically assigned."
msgstr ""
"Untuk menugaskan kegiatan ke user yang berbeda, pilih nama dari menu drop-"
"down :guilabel:`Ditugaskan ke`. Bila tidak, user yang membuat kegiatan akan "
"secara otomatis ditugaskan."
#: ../../content/applications/essentials/activities.rst:27
msgid ""
"Lastly, feel free to add any additional information in the optional "
":guilabel:`Log a note...` field."
msgstr ""
"Terakhir, Anda bebas untuk menambahkan informasi apa pun di opsi field "
":guilabel:`Log catatan...`."
#: ../../content/applications/essentials/activities.rst:30
msgid ""
"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up "
"window auto-populates based on the configuration settings for the selected "
":guilabel:`Activity Type`. However, this date can be changed by selecting a "
"day on the calendar in the :guilabel:`Due Date` field."
msgstr ""
"Field :guilabel:`Tanggal Tenggat Waktu` pada jendela pop-up "
":guilabel:`Jadwalkan Kegiatan` diisi berdasarkan pengaturan konfigurasi "
"untuk :guilabel:`Tipe Kegiatan` terpilih. Namun, tanggal ini dapat diganti "
"dengan memilih hari pada kalender di field :guilabel:`Tanggal Tenggat "
"Waktu`."
#: ../../content/applications/essentials/activities.rst:34
msgid "Lastly, click one of the following buttons:"
msgstr "Terakhir, pilih salah satu dari tombol berikut:"
#: ../../content/applications/essentials/activities.rst:36
msgid ""
":guilabel:`Schedule`: adds the activity to the chatter under "
":guilabel:`Planned activities`."
msgstr ""
":guilabel:`Jadwal`: tambahkan kegiatan ke chatter di bawah "
":guilabel:`Kegiatan yang direncanakan`."
#: ../../content/applications/essentials/activities.rst:37
msgid ""
":guilabel:`Mark as Done`: adds the details of the activity to the chatter "
"under :guilabel:`Today`. The activity is not scheduled, it is automatically "
"marked as completed."
msgstr ""
":guilabel:`Tandai sebagai Selesai`: tambahkan kegiatan ke chatter di bawah "
":guilabel:`Hari Ini`. Kegiatan ini tidak dijadwalkan, secara otomatis "
"ditandai sebagai selesai."
#: ../../content/applications/essentials/activities.rst:39
msgid ""
":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` "
"marked as done, and opens a new activity window."
msgstr ""
":guilabel:`Selesai \\& Jadwalkan Berikutnya`: menambahkan task di bawah "
":guilabel:`Hari Ini` ditandai sebagai selesai, dan buka jendela kegiatan "
"baru."
#: ../../content/applications/essentials/activities.rst:41
msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
msgstr ""
":guilabel:`Buang`: buang perubahan apa pun yang dibuat pada jendela pop-up."
#: ../../content/applications/essentials/activities.rst-1
#: ../../content/applications/essentials/activities.rst-1
msgid "View of CRM leads and the option to schedule an activity."
msgstr "Tampilan lead CRM dan opsi untuk menjadwalkan kegiatan"
#: ../../content/applications/essentials/activities.rst:47
msgid ""
"Depending on the activity type, the :guilabel:`Schedule` button may be "
"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` "
"button."
msgstr ""
"Tergantung pada tipe kegiatan, tombol :guilabel:`Jadwal` mungkin dapat "
"diganti dengan tombol :guilabel:`Simpan`, atau tombol :guilabel:`Buka "
"Kalender`."
#: ../../content/applications/essentials/activities.rst:50
msgid ""
"Scheduled activities are added to the chatter for the record under "
":guilabel:`Planned activities`."
msgstr ""
"Kegiatan yang dijadwalkan ditambahkan ke chatter untuk record di bawah "
":guilabel:`Kegiatan yang direncanakan`."
#: ../../content/applications/essentials/activities.rst:55
msgid ""
"Activities can also be scheduled from the kanban, list, or activities view "
"of an application."
msgstr ""
"Kegiatan-kegiatan juga dapat dijadwalkan dari tampilan kanban, list, atau "
"kegiatan dari aplikasi."
#: ../../content/applications/essentials/activities.rst:59
msgid "Kanban view"
msgstr "Tampilan kanban"
#: ../../content/applications/essentials/activities.rst:61
msgid ""
"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill "
"out the pop-up form."
msgstr ""
"Pilih record pada mana untuk menjadwalkan kegiatan. Klik pada ikon "
":guilabel:`🕘 (jam)`, lalu :guilabel:`Jadwalkan Kegiatan`, dan lanjutkan "
"dengan mengisi formulir pop-up."
#: ../../content/applications/essentials/activities.rst:0
msgid ""
"Kanban view of the CRM pipeline and the option to schedule an activity."
msgstr ""
"Tampilan kanban dari pipeline CRM dan opsi untuk menjadwalkan kegiatan."
#: ../../content/applications/essentials/activities.rst:67
msgid "List view"
msgstr "Tampilan list"
#: ../../content/applications/essentials/activities.rst:69
msgid ""
"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already "
"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 "
"(phone)` or an :guilabel:`✉️ (envelope)` icon."
msgstr ""
"Pilih record pada mana untuk menjadwalkan kegiatan. Klik pada ikon "
":guilabel:`🕘 (jam)`, lalu :guilabel:`Jadwalkan Kegiatan`. Bila record sudah "
"memiliki kegiatan yang dijadwalkan, ikon jam mungkin dapat diganti dengan "
":guilabel:`📞 (telepon)` atau ikon :guilabel:`✉️ (amplop)`."
#: ../../content/applications/essentials/activities.rst:0
msgid "List view of the CRM pipeline and the option to schedule an activity."
msgstr "Tampilan list dari pipeline CRM dan opsi untuk menjadwalkan kegiatan."
#: ../../content/applications/essentials/activities.rst:76
msgid "Activity view"
msgstr "Tampilan kegiatan"
#: ../../content/applications/essentials/activities.rst:78
msgid ""
"To open the activity view for an application, select the :guilabel:`🕘 "
"(clock)` icon from the menu bar anywhere in the database. Select any "
"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` "
"icon for the desired app."
msgstr ""
"Untuk membuka tampilan kegiatan untuk aplikasi, pilih ikon :guilabel:`🕘 "
"(jam)` dari kolom menu dimana pun di database. Pilih aplikasi apa pun dari "
"menu drop-down, dan klik ikon :guilabel:`🕘 (jam)` untuk app yang diinginkan."
#: ../../content/applications/essentials/activities.rst:0
msgid ""
"Activity menu drop down with focus on where to open activity view for CRM."
msgstr ""
"Dropdown menu kegiatan dengan fokus pada di mana untuk membuka tampilan "
"kegiatan untuk CRM."
#: ../../content/applications/essentials/activities.rst:85
msgid ""
"Select a record on which to schedule an activity. Move across the row to "
"find the desired activity type, then click the :guilabel:` (plus sign)`."
msgstr ""
"Pilih record pada mana untuk menjadwalkan kegiatan. Cari di seluruh baris "
"untuk mencari tipe kegiatan yang diinginkan, lalu klik :guilabel:` (tanda "
"tambah)`."
#: ../../content/applications/essentials/activities.rst:0
msgid ""
"Activity view of the CRM pipeline and the option to schedule an activity."
msgstr ""
"Tampilan kegiatan dari pipeline CRM dan opsi untuk menjadwalkan kegiatan."
#: ../../content/applications/essentials/activities.rst:92
msgid ""
"Activity colors, and their relation to an activity's due date, is consistent"
" throughout Odoo, regardless of the activity type, or the view."
msgstr ""
"Warna kegiatan, dan hubungan mereka ke tanggal jatuh tempo kegiatan, "
"konsisten di seluruh Odoo, terlepas dari tipe kegiatan, atau tampilan."
#: ../../content/applications/essentials/activities.rst:95
msgid ""
"Activities that appear in **green** indicate a due date sometime in the "
"future."
msgstr ""
"Kegiatan yang muncul berwarna **hijau** mengindikasikan tanggal tenggat yang"
" di masa depan."
#: ../../content/applications/essentials/activities.rst:96
msgid "**Yellow** indicates that the activity's due date is today."
msgstr "**Kuning** mengindikasikan bahwa tanggal tenggat adalah hari ini."
#: ../../content/applications/essentials/activities.rst:97
msgid ""
"**Red** indicates that the activity is overdue and the due date has passed."
msgstr ""
"**Merah** mengindikasikan bahwa kegiatan sudah terlambat dan tanggal tenggat"
" sudah terlewat."
#: ../../content/applications/essentials/activities.rst:99
msgid ""
"For example, if an activity is created for a phone call, and the due date "
"passes, the activity appears with a red phone in list view, and a red clock "
"on the kanban view."
msgstr ""
"Contohnya, bila kegiatan sudah dibuat untuk panggilan telepon, dan tanggal "
"tenggat terlewati, kegiatan muncul dengan telepon merah di tampilan list, "
"dan jam merah pada tampilan kanban."
#: ../../content/applications/essentials/activities.rst:103
msgid "View scheduled activities"
msgstr "Lihat kegiatan yang direncanakan"
#: ../../content/applications/essentials/activities.rst:105
msgid ""
"To view scheduled activities, open either the :menuselection:`Sales app` or "
":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located "
"to the far-right side of the other view options."
msgstr ""
"Untuk melihat kegiatan yang dijadwalkan, buka baik :menuselection:`app "
"Sales` atau :menuselection:`app CRM` dan klik ikon :guilabel:`🕘 (jam)`, "
"berlokasi di sebelah kanan yang jauh dibanding opsi tampilan lainnya."
#: ../../content/applications/essentials/activities.rst:108
msgid ""
"Doing so opens the activities menu, showcasing all the scheduled activities "
"for the user, by default. To show all activities for every user, remove the "
":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar."
msgstr ""
"Melakukan ini akan membuka menu kegiatan, menunjukkan semua kegiatan yang "
"dijadwalkan untuk user, secara default. Untuk menunjukkan semua kegiatan "
"untuk setiap user, hapus filter :guilabel:`Pipeline Saya` dari kolom "
":guilabel:`Pencarian...`."
#: ../../content/applications/essentials/activities.rst:112
msgid ""
"To view a consolidated list of activities separated by the application where"
" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on"
" the header menu to see the activities for that specific application in a "
"drop-down menu."
msgstr ""
"Untuk melihat list kegiatan terkonsolidasi yang dipisahkan oleh aplikasi di "
"mana mereka di buat, dan berdasarkan deadline, klik ikon :guilabel:`🕘 (jam)`"
" pada menu header untuk melihat kegiatan untuk aplikasi spesifik tersebut di"
" menu drop-down aplikasi."
#: ../../content/applications/essentials/activities.rst:116
msgid ""
"The possibility to :guilabel:`Add new note` and :guilabel:`Request a "
"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘"
" (clock)` icon on the header menu is clicked."
msgstr ""
"Pilihan untuk :guilabel:`Tambahkan catatan baru` dan :guilabel:`Minta "
"Dokumen` muncul di bagian bawah menu drop-down ini, saat ikon :guilabel:`🕘 "
"(jam)` pada menu header diklik."
#: ../../content/applications/essentials/activities.rst-1
msgid "View of CRM leads page emphasizing the activities menu."
msgstr "Tampilan halaman lead CRM yang mengutamakan menu kegiatan."
#: ../../content/applications/essentials/activities.rst:123
msgid "Configure activity types"
msgstr "Konfigurasikan tipe kegiatan"
#: ../../content/applications/essentials/activities.rst:125
msgid ""
"To configure the types of activities in the database, go to "
":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`."
msgstr ""
"Untuk mengonfigurasi tipe kegiatan di database, pergi ke :menuselection:`app"
" Pengaturan --> Discuss --> Kegiatan --> Tipe Kegiatan`."
#: ../../content/applications/essentials/activities.rst-1
msgid "View of the settings page emphasizing the menu activity types."
msgstr "Tampilan halaman pengaturan yang mengutamakan menu tipe kegiatan."
#: ../../content/applications/essentials/activities.rst:131
msgid ""
"Doing so reveals the :guilabel:`Activity Types` page, where the existing "
"activity types are found."
msgstr ""
"Melakukan hal tersebut akan mengeluarkan halaman :guilabel:`Tipe-Tipe "
"Kegiatan`, di mana tipe-tipe kegiatan yang ada saat ini dapat ditemukan."
#: ../../content/applications/essentials/activities.rst:133
msgid ""
"To edit an existing activity type, select it from the list, then click "
":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`."
msgstr ""
"Untuk mengedit tipe kegiatan yang ada, pilih dari daftar, lalu klik "
":guilabel:`Edit`. Untuk membuat tipe kegiatan baru, klik :guilabel:`Buat`."
#: ../../content/applications/essentials/activities.rst:136
msgid ""
"At the top of a blank activity type form, start by choosing a "
":guilabel:`Name` for the new activity type."
msgstr ""
"Di atas form tipe kegiatan kosong, mulai dengan memilih :guilabel:`Name` "
"untuk tipe kegiatan baru."
#: ../../content/applications/essentials/activities.rst-1
msgid "New activity type form."
msgstr "Form tipe kegiatan baru."
#: ../../content/applications/essentials/activities.rst:143
msgid "Activity settings"
msgstr "Pengaturan kegiatan"
#: ../../content/applications/essentials/activities.rst:146
msgid "Action"
msgstr "Tindakan"
#: ../../content/applications/essentials/activities.rst:148
msgid ""
"The *Action* field specifies the intent of the activity. Some actions "
"trigger specific behaviors after an activity is scheduled."
msgstr ""
"Field *action* menentukan maksud kegiatan. Beberapa action memicu perilaku "
"tertentu setelah kegiatan dijadwalkan."
#: ../../content/applications/essentials/activities.rst:151
msgid ""
"If :guilabel:`Upload Document` is selected, a link to upload a document is "
"added directly to the planned activity in the chatter."
msgstr ""
"Bila :guilabel:`Unggah Dokumen` dipilih, link untuk mengunggah dokumen "
"ditambahkan langsung ke kegiatan yang direncanakan di chatter."
#: ../../content/applications/essentials/activities.rst:153
msgid ""
"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users "
"have the option to open their calendar to schedule a time for this activity."
msgstr ""
"Bila baik :guilabel:`Panggilan telepon` atau :guilabel:`Meeting` dipilih, "
"user memiliki opsi untuk membuka kalender mereka untuk menjadwalkan waktu "
"untuk kegiatan ini."
#: ../../content/applications/essentials/activities.rst:155
msgid ""
"If :guilabel:`Request Signature` is selected, a link is added to the planned"
" activity in the chatter that opens a signature request pop-up window."
msgstr ""
"Bila :guilabel:`Permintaan Tanda Tangan` dipilih, link ditambahkan ke "
"kegiatan yang direncanakan di chatter yang membuka jendela pop-up permintaan"
" tanda tangan."
#: ../../content/applications/essentials/activities.rst:159
msgid ""
"The actions available to select on an activity type vary, depending on the "
"applications currently installed in the database."
msgstr ""
"Action yang tersedia untuk memilih tipe kegiatan akan berbeda, tergantung "
"pada aplikasi yang saat ini diinstal di database."
#: ../../content/applications/essentials/activities.rst:163
msgid "Default user"
msgstr "User default"
#: ../../content/applications/essentials/activities.rst:165
msgid ""
"To automatically assign this activity to a specific user when this activity "
"type is scheduled, choose a name from the :guilabel:`Default User` drop-down"
" menu. If this field is left blank, the activity is assigned to the user who"
" creates the activity."
msgstr ""
"Untuk secara otomatis menugaskan kegiatan ini ke user tertentu saat tipe "
"kegiatan ini dijadwalkan, pilih nama dari menu drop-down :guilabel:`User "
"Default `. Bila field ini dibiarkan kosong, kegiatan ini akan ditugaskan ke "
"user yang membuat kegiatan."
#: ../../content/applications/essentials/activities.rst:170
msgid "Default summary"
msgstr "Ringkasan default"
#: ../../content/applications/essentials/activities.rst:172
msgid ""
"To include notes whenever this activity type is created, enter them into the"
" :guilabel:`Default Summary` field."
msgstr ""
"Untuk mengikutsertakan catatan kapan pun tipe kegiatan ini dibuat, masukkan "
"mereka ke field :guilabel:`Ringkasan Default`."
#: ../../content/applications/essentials/activities.rst:176
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 ""
"Informasi di field :guilabel:`User Default` dan :guilabel:`Ringkasan "
"Default` diikutsertakan saat kegiatan dibuat. Namun, mereka dapat diubah "
"sebelum kegiatan dijadwalkan atau disimpan."
#: ../../content/applications/essentials/activities.rst:181
msgid "Next activity"
msgstr "Kegiatan berikutnya"
#: ../../content/applications/essentials/activities.rst:183
msgid ""
"To automatically suggest, or trigger, a new activity after an activity has "
"been marked complete, the :guilabel:`Chaining Type` must be set."
msgstr ""
"Untuk secara otomatis menyarankan, atau memicu, kegiatan baru setelah "
"kegiatan telah ditandai sebagai selesai, :guilabel:`Chaining Type` harus "
"ditetapkan."
#: ../../content/applications/essentials/activities.rst:187
msgid "Suggest next activity"
msgstr "Sarankan kegiatan berikutnya"
#: ../../content/applications/essentials/activities.rst:189
msgid ""
"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next "
"Activity`. Upon doing so, the field underneath changes to: "
":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to "
"select any activities to recommend as follow-up tasks to this activity type."
msgstr ""
"Di field :guilabel:`Chaining Type`, pilih :guilabel:`Sarankan Kegiatan "
"Berikutnya`. Setelah melakukan itu, field di bawah berubah menjadi "
":guilabel:`Saran`. Klik menu drop-down :guilabel:`Saran` untuk memilih "
"kegiatan apa pun untuk disarankan sebagai task follow-up untuk tipe kegiatan"
" ini."
#: ../../content/applications/essentials/activities.rst:193
#: ../../content/applications/essentials/activities.rst:220
msgid ""
"In the :guilabel:`Schedule` field, choose a default deadline for these "
"activities. To do so, configure a desired number of :guilabel:`Days`, "
":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur "
":guilabel:`after completion date` or :guilabel:`after previous activity "
"deadline`."
msgstr ""
"Di field :guilabel:`Jadwal`, pilih tanggal tenggat default untuk kegiatan-"
"kegiatan ini. Konfigurasikan angka yang diinginkan untuk :guilabel:`Hari`, "
":guilabel:`Minggu`, atau :guilabel:`Bulan`. Lalu, putuskan apakah akan "
"terjadi :guilabel:`setelah tanggal selesai` atau :guilabel:`setelah tanggal "
"tenggat kegiatan sebelumnya`."
#: ../../content/applications/essentials/activities.rst:198
#: ../../content/applications/essentials/activities.rst:225
msgid ""
"This :guilabel:`Schedule` field information can be altered before the "
"activity is scheduled."
msgstr ""
"Field informasi :guilabel:`Jadwal` ini dapat diubah sebelum kegiatan "
"dijadwalkan."
#: ../../content/applications/essentials/activities.rst:200
#: ../../content/applications/essentials/activities.rst:227
msgid "When all configurations are complete, click :guilabel:`Save`."
msgstr "Saat semua konfigurasi selesai, klik :guilabel:`Simpan`."
#: ../../content/applications/essentials/activities.rst-1
msgid "Schedule activity popup with emphasis on recommended activities."
msgstr "Jadwalkan popup kegiatan yang mengutamakan kegiatan yang disarankan."
#: ../../content/applications/essentials/activities.rst:206
msgid ""
"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest "
"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, "
"users are presented with recommendations for activities as next steps."
msgstr ""
"Bila kegiatan memiliki :guilabel:`Chaining Type` yang ditetapkan menjadi "
":guilabel:`Sarankan Kegiatan Berikutnya`, dan memiliki kegiatan yang "
"didaftarkan di field :guilabel:`Saran`, user diberikan rekomendasi untuk "
"kegiatan sebagai langkah berikutnya."
#: ../../content/applications/essentials/activities.rst:211
msgid "Trigger next activity"
msgstr "Picu kegiatan berikutnya"
#: ../../content/applications/essentials/activities.rst:213
msgid ""
"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` "
"immediately launches the next activity once the previous one is completed."
msgstr ""
"Menetapkan :guilabel:`Chaining Type` menjadi :guilabel:`Picu Kegiatan "
"Berikutnya` langsung meluncurkan kegiatan berikutnya setelah yang sebelumnya"
" selesai."
#: ../../content/applications/essentials/activities.rst:216
msgid ""
"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining "
"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the "
":guilabel:`Trigger` field drop-down menu, select the activity that should be"
" launched once this activity is completed."
msgstr ""
"Bila :guilabel:`Picu Kegiatan Berikutnya` dipilih di field "
":guilabel:`Chaining Type`, field di bawah berganti menjadi: "
":guilabel:`Picu`. Dari field menu drop-down :guilabel:`Picu`, pilih kegiatan"
" yang harus diluncurkan setelah kegiatan ini selesai."
#: ../../content/applications/essentials/activities.rst-1
msgid ""
"Schedule new activity popup with emphasis on Done and launch next button."
msgstr ""
"Jadwalkan popup kegiatan berikutnya dengan penekanan pada Selesai dan tombol"
" luncurkan berikutnya."
#: ../../content/applications/essentials/activities.rst:233
msgid ""
"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger"
" Next Activity`, marking the activity as `Done` immediately launches the "
"next activity listed in the :guilabel:`Trigger` field."
msgstr ""
"Saat kegiatan memiliki :guilabel:`Chaining Type` yang ditetapkan menjadi "
":guilabel:`Picu Kegiatan Berikutnya`, tandai kegiatan berikutnya sebagai "
"`Selesai` langsung meluncurkan kegiatan berikutnya yang terdaftar di field "
":guilabel:`Picu`."
#: ../../content/applications/essentials/activities.rst:238
msgid ":doc:`/applications/productivity/discuss`"
msgstr ":doc:`/applications/productivity/discuss`"
#: ../../content/applications/essentials/activities.rst:239
msgid ":doc:`/applications/productivity/discuss/team_communication`"
msgstr ":doc:`/applications/productivity/discuss/team_communication`"
#: ../../content/applications/essentials/export_import_data.rst:3
msgid "Export and import data"
msgstr "Ekspor dan impor data"
#: ../../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 ""
"Di Odoo, terkadang ekspor dan impor data dibutuhkan untuk menjalankan "
"laporan, atau untuk modifikasi data. Dokumen ini mencakup ekspor dan impor "
"data ke dalam dan luar Odoo."
#: ../../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 ""
"Terkadang, user mungkin menghadapi error 'time out', atau record yang tidak "
"dapat memproses, oleh karena ukurannya. Ini dapat terjadi dengan ekspor "
"besar, atau di kasus di mana file impor terlalu besar. Untuk melewati "
"batasan ini mengenai ukuran record, proses ekspor atau impor dalam batch-"
"batch berukuran kecil."
#: ../../content/applications/essentials/export_import_data.rst:16
msgid "Export data from Odoo"
msgstr "Ekspor data dari Odoo"
#: ../../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 and easy reporting tool with each available application."
msgstr ""
"Saat bekerja dengan database, terkadang penting untuk mengekspor data di "
"file yang cukup unik. Ini dapat membantu dalam melaporkan kegiatan, walau, "
"Odoo menyediakan alat bantu pelaporan yang tepat sasaran dan gampang "
"digunakan dengan setiap aplikasi yang tersedia."
#: ../../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 (:guilabel:`≣ (four horizontal lines)` 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 on :guilabel:`⚙️ Action`, and then "
":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 :guilabel:`Export`, an :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:38
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 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 just 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 :guilabel:`> (right "
"arrow)` 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 :guilabel:`> (right arrows)` to display all "
"fields."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:49
msgid ""
"The :guilabel:`+ (plus sign)` 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 :guilabel:`↕️ (up-down arrow)` 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 :guilabel:`↕️ (up-"
"down arrow)` icon."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:54
msgid ""
"The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the "
":guilabel:`🗑️ (trash can)` 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 just "
"created. Click the :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 updated in bulk. The following documentation "
"covers how to import data into an Odoo database."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:76
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:80
msgid ""
"Activating :ref:`developer mode <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:95
msgid "Get started"
msgstr "Mulai"
#: ../../content/applications/essentials/export_import_data.rst:97
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:101
msgid ""
"Open the view of the object to which the data should be imported/populated, "
"and click on :menuselection:`⚙️ (Action) --> 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:108
msgid ""
"After clicking :guilabel:`Import records`, Odoo reveals a separate page with"
" templates that can be downloaded and populated with the company's own data."
" Such templates can be imported in one click, since the data mapping is "
"already done. To download a template click :guilabel:`Import Template for "
"Customers` at the center of the page."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:114
msgid ""
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
":guilabel:`Formatting` options. These options do **not** appear when "
"importing the proprietary Excel file type (`.xls`, `.xlsx`)."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:0
msgid "Formatting options presented when a CVS file is imported in Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:122
msgid ""
"Make necessary adjustments to the *Formatting* options, and ensure all "
"columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free "
"of errors. Finally, click :guilabel:`Import` to import the data."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:127
msgid "Adapt a template"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:129
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:133
msgid "Once the template is downloaded, proceed to follow these steps:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:135
msgid "Add, remove, and sort columns to best fit the data structure."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:136
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:138
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:146
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:154
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:157
msgid ""
"Another useful way to find out the proper column names to import is to "
"export a sample file using the fields that should be imported. This way, if "
"there is not a sample import template, the names are accurate."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:162
msgid "Import from another application"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:164
msgid ""
"The :guilabel:`External ID` (ID) is a unique identifier for the line item. "
"Feel free to use one from previous software to facilitate the transition to "
"Odoo."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:167
msgid ""
"Setting an ID is not mandatory when importing, but it helps in many cases:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:169
msgid ""
"Update imports: import the same file several times without creating "
"duplicates."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:170
msgid ":ref:`Import relation fields <export_import_data/relation-fields>`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:172
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:175
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:179
msgid ""
"It should be noted that there will be a conflict if two or more records have"
" the same name."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:181
msgid ""
"The :guilabel:`External ID` (ID) can also be used to update the original "
"import, if modified data needs to be re-imported later, therefore, it is a "
"good practice to specify it whenever possible."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:185
msgid "Field missing to map column"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:187
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:190
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:193
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:196
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:204
msgid "Change data import format"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:207
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:213
msgid ""
"When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides "
":guilabel:`Formatting` options."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:216
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:221
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`. So, in the case of July 24th 1981, it "
"should be written as `1981-07-24`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:226
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:232
msgid "Import numbers with currency signs"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:234
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:240
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:244
msgid ""
"Examples of supported numbers (using 'thirty-two thousand' as the figure):"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:246
msgid "32.000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:247
msgid "32000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:248
msgid "32,000.00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:249
msgid "-32000.00"
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:254
msgid "Example that will not work:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:256
msgid "ABC 32.000,00"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:257
msgid "$ (32.000,00)"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:260
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:265
msgid "Import preview table not displayed correctly"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:267
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:273
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 <export_import_data/change-csv>` section."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:281
msgid "Change CSV file format in spreadsheet application"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:283
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:289
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:293
msgid "Difference between Database ID and External ID"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:295
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:300
msgid "**Only one** mechanism should be used per field that is imported."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:302
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:304
msgid ":guilabel:`Country`: the name or code of the country"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:305
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:307
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:310
msgid ""
"For the country of Belgium, for example, use one of these three ways to "
"import:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:312
msgid ":guilabel:`Country`: `Belgium`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:313
msgid ":guilabel:`Country/Database ID`: `21`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:314
msgid ":guilabel:`Country/External ID`: `base.be`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:316
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:319
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:321
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:324
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:327
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:332
msgid ""
":download:`CSV file for categories "
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:334
msgid ""
":download:`CSV file for Products "
"<export_import_data/External_id_3rd_party_application_products.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:340
msgid "Import relation fields"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:342
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:346
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:351
msgid "Options for multiple matches on fields"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:353
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:360
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:364
msgid "Import many2many relationship fields"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:366
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:370
msgid ""
":download:`CSV file for Manufacturer, Retailer "
"<export_import_data/m2m_customers_tags.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:373
msgid "Import one2many relationships"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:375
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:380
msgid ""
"As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some "
"quotations that can be imported, based on demo data:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:383
msgid ""
":download:`File for some Quotations "
"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:386
msgid ""
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
"purchase orders with their respective purchase order lines:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:389
msgid ""
":download:`Purchase orders with their respective purchase order lines "
"<export_import_data/o2m_purchase_order_lines.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:392
msgid ""
"The following :abbr:`CSV (Comma-separated Values)` file shows how to import "
"customers and their respective contacts:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:395
msgid ""
":download:`Customers and their respective contacts "
"<export_import_data/o2m_customers_contacts.csv>`"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:399
msgid "Import records several times"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:401
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:406
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:408
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:412
msgid "Value not provided for a specific field"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:414
msgid ""
"If all fields are not set in the CSV file, Odoo assigns the default value "
"for every non-defined field. But, 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:419
msgid "Export/import different tables from an SQL application to Odoo"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:421
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:425
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:430
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:434
msgid ""
"Test this example, with a :download:`sample of a PostgreSQL database "
"<export_import_data/database_import_test.sql>`."
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:437
msgid ""
"First, export all companies and their *External ID*. In PSQL, write the "
"following command:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:443
msgid ""
"This SQL command creates the following :abbr:`CSV (Comma-separated Values)` "
"file:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:452
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:459
msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:"
msgstr ""
#: ../../content/applications/essentials/export_import_data.rst:469
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:475
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/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 "
"<https://iap.odoo.com/iap/all-in-app-services>`_."
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:16
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:20
msgid ""
"|IAP| services do **not** need to be configured or set up before use. Odoo "
"users can simply 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 <iap/buying_credits>` in order to keep using it."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:25
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:32
msgid "IAP services"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:34
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:36
msgid "The following |IAP| services are offered by Odoo:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:38
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:40
msgid ""
":guilabel:`Partner Autocomplete`: automatically populates contact records "
"with corporate data."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:41
msgid ""
":guilabel:`SMS`: sends SMS text messages to contacts directly from the "
"database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:42
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:44
msgid ""
":guilabel:`Snailmail`: sends customer invoices and follow-up reports by "
"post, worldwide."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:45
msgid ""
":guilabel:`Signer identification with itsme®️`: ask document signatories in "
"Odoo *Sign* to provide their identity using the *itsme®* identity platform, "
"which is available in Belgium and the Netherlands."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:49
msgid ""
"For more information on every service currently available (offered from "
"developers other than Odoo), visit the `Odoo IAP Catalog "
"<https://iap.odoo.com/iap/all-in-app-services>`_."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:53
msgid "Use IAP services"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:55
msgid ""
"|IAP| services are automatically integrated with Odoo, and do **not** "
"require users to configure any settings. To use a service, simply interact "
"with it wherever it appears in the database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:59
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:61
msgid ""
"This can be done by clicking the :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:67
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:69
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:73
msgid ""
"Next, find the :guilabel:`📱 SMS` icon that appears to the right of the "
":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` "
"icon, and a :guilabel:`Send SMS Text Message` pop-up window appears."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:77
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:81
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:86
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:89
msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:90
msgid ""
":doc:`Enrich your contacts base with Partner Autocomplete "
"<../sales/crm/optimize/partner_autocomplete>`"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:92
msgid ""
":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:97
msgid "IAP credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:99
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 <in_app_purchase/low-credits>`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:103
msgid ""
"Credits are purchased in *Packs* from the `Odoo IAP Catalog "
"<https://iap.odoo.com/iap/all-in-app-services>`_, and pricing is specific to"
" each service."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:107
msgid ""
"The `SMS service <https://iap.odoo.com/iap/in-app-services/1>`_ has four "
"packs available, in denominations of:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:110
msgid ":guilabel:`Starter Pack`: 10 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:111
msgid ":guilabel:`Standard Pack`: 100 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:112
msgid ":guilabel:`Advanced Pack`: 500 credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:113
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:119
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:121
msgid ""
"For more information, refer to the :doc:`SMS Pricing and FAQ "
"<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:127
msgid "Buy credits"
msgstr "Beli kredit"
#: ../../content/applications/essentials/in_app_purchase.rst:129
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:132
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:136
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:141
msgid "Manually buy credits"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:143
msgid "To manually buy credits in Odoo, follow these steps:"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:145
msgid ""
"First, go to the :menuselection:`Settings application` and type `IAP` in the"
" :guilabel:`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:154
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:158
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:167
msgid ""
"Once the transaction is complete, the credits are available for use in the "
"database."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:172
msgid "Low-credit notification"
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:174
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:177
msgid ""
"Go to the :menuselection:`Settings application`, and type `IAP` in the "
":guilabel:`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:181
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:184
msgid ""
"On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` "
"checkbox. Doing so reveals two fields on the form: :guilabel:`Threshold` and"
" :guilabel:`Warning Email`."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:187
msgid ""
"In the :guilabel:`Threshold` field, enter an amount of credits Odoo should "
"use as the minimum threshold for this service. In the :guilabel:`Warning "
"Email` field, enter the email address that receives the notification."
msgstr ""
#: ../../content/applications/essentials/in_app_purchase.rst:191
msgid ""
"Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the "
"balance of credits falls below the amount listed as the "
":guilabel:`Threshold`."
msgstr ""
#: ../../content/applications/essentials/reporting.rst:3
msgid "Reporting"
msgstr "Laporan"
#: ../../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 <reporting/using-graph>` 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 <reporting/using-pivot>` 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 <search>`. 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 "
"<studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-"
"fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/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 <search/group>` 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 <search/values>`, "
"or click the :guilabel:`🔽 (down arrow)` icon to access the :ref:`Filter "
"<search/filters>`, :ref:`Group By <search/group>`, and :ref:`Favorites "
"<search/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 quickly look for specific values, and add them as a "
"filter. Type the value to search for, and select the desired option from the"
" drop-down menu to apply the search filter."
msgstr ""
#: ../../content/applications/essentials/search.rst:20
msgid ""
"Instead of adding a :ref:`custom filter <search/custom-filters>` 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 :guilabel:`⏵ (right arrow)` 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:30
msgid ""
"Using the search field is equivalent to using the *contains* operator when "
"adding a :ref:`custom filter <search/custom-filters>`. If a partial value is"
" entered, and the desired field is directly selected (without selecting the "
":guilabel:`⏵ (right arrow)`), *all* records containing the typed characters "
"for the selected field are included."
msgstr ""
#: ../../content/applications/essentials/search.rst:38
msgid "Filters"
msgstr "Penyaring"
#: ../../content/applications/essentials/search.rst:40
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 "
"<search/preconfigured-filters>`, or by adding a :ref:`custom filter "
"<search/custom-filters>`."
msgstr ""
#: ../../content/applications/essentials/search.rst:47
msgid "Preconfigured filters"
msgstr ""
#: ../../content/applications/essentials/search.rst:49
msgid ""
"Modify the default selection of records by clicking the :guilabel:`🔽 (down "
"arrow)` icon from the search bar, and selecting one (or several) "
"*preconfigured filters* from the :guilabel:`Filters` drop-down menu."
msgstr ""
#: ../../content/applications/essentials/search.rst:54
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:58
msgid ""
"To also include records at the *quotation* stage, select "
":guilabel:`Quotations` from the :guilabel:`Filters`."
msgstr ""
#: ../../content/applications/essentials/search.rst:61
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 the :guilabel:`❌ (remove)` icon, "
"then select :menuselection:`Order Date --> 2024`."
msgstr ""
#: ../../content/applications/essentials/search.rst:0
msgid "Using preconfigured filters on the Sales Analysis report"
msgstr ""
#: ../../content/applications/essentials/search.rst:70
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:78
msgid "Custom filters"
msgstr ""
#: ../../content/applications/essentials/search.rst:80
msgid ""
"If the :ref:`preconfigured filters <search/preconfigured-filters>` are not "
"specific enough, add a custom filter. To do so, click the :guilabel:`🔽 (down"
" arrow)` icon in the search bar, then select :menuselection:`Filters --> Add"
" Custom Filter`."
msgstr ""
#: ../../content/applications/essentials/search.rst:84
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 🔽 of the following rules`: **all** of the filter rules "
"must be met. Logically, this is an *AND* (`&`) operation."
msgstr ""
#: ../../content/applications/essentials/search.rst:98
msgid ""
":guilabel:`Match any 🔽 of the following rules`: **any** of the filter rules "
"can be met. Logically, this is 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 "
"an :guilabel:`> (arrow)` 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 "
"<reference/orm/domains>` 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 ":guilabel:` (plus sign)`: adds a new rule below the existing rule."
msgstr ""
#: ../../content/applications/essentials/search.rst:117
msgid ""
":guilabel:`(Add branch)`: 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 🔽 of the following "
"rules`, and a new branch is added with its matching option changed from "
":guilabel:`any 🔽 of` to :guilabel:`all 🔽 of`, the newly-added branch "
"disappears, and its group of rules are moved to the parent group."
msgstr ""
#: ../../content/applications/essentials/search.rst:128
msgid ""
":guilabel:`🗑️ (garbage can)`: deletes the node. If a branch node is deleted,"
" all children of that node are deleted, as well."
msgstr ""
#: ../../content/applications/essentials/search.rst:131
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:133
msgid ""
"Once the filter criteria are defined, click :guilabel:`Add` to add the "
"custom filter to the view."
msgstr ""
#: ../../content/applications/essentials/search.rst:136
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:139
msgid ":guilabel:`Match all 🔽 (down arrow) of the following rules:`"
msgstr ""
#: ../../content/applications/essentials/search.rst:141
msgid ":guilabel:`Stage` :guilabel:`is in` :guilabel:`Won`"
msgstr ""
#: ../../content/applications/essentials/search.rst:142
msgid ":guilabel:`Expected Revenue` :guilabel:`>` `1,000`"
msgstr ""
#: ../../content/applications/essentials/search.rst:143
msgid ":guilabel:`any 🔽 (down arrow)` :guilabel:`of:`"
msgstr ""
#: ../../content/applications/essentials/search.rst:145
msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Lead`"
msgstr ""
#: ../../content/applications/essentials/search.rst:146
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 :guilabel:`🔽 (down "
"arrow)` 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:176
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:180
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:187
msgid "Favorites"
msgstr "Favorit"
#: ../../content/applications/essentials/search.rst:189
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:192
msgid ""
"To save the current view as a favorite, click the :guilabel:`🔽 (down arrow)`"
" 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:196
msgid "Filter name: name of the favorited search."
msgstr ""
#: ../../content/applications/essentials/search.rst:197
msgid ""
":guilabel:`Default filter`: sets the favorited search as the default filter "
"for the view."
msgstr ""
#: ../../content/applications/essentials/search.rst:198
msgid ""
":guilabel:`Shared`: makes the favorited search available to all users. By "
"default, the favorited search is only available to the user who created it."
msgstr ""
#: ../../content/applications/essentials/search.rst:201
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:207
msgid ""
"Saved favorites can be accessed by clicking the :guilabel:`🔽 (down arrow)` "
"icon in the search bar, then selecting the saved filter in the "
":guilabel:`Favorites` drop-down menu. To remove a saved favorite, click the "
":guilabel:`🗑️ (garbage can)` icon next to the favorited search."
msgstr ""
#: ../../content/applications/essentials/search.rst:212
msgid ""
"To view *all* favorited searches, first activate :ref:`developer-mode`, and "
"navigate to :menuselection:`Settings app --> Technical --> User Interface: "
"User-defined Filters`. From here, all favorited searches can be viewed, "
"edited, archived, or deleted."
msgstr ""