msgid "**Odoo CRM** helps you organize your sales activities: track leads, close opportunities and get accurate forecasts. Keep opportunities organized with the pipeline and manage your day-to-day activities with meetings and next activities."
msgid "The system can generate leads instead of opportunities, in order to add a qualification step before converting a *Lead* into an *Opportunity* and assigning to the right sales people."
msgid "You can activate this mode from the CRM Settings. It applies to all your sales channels by default. But you can make it specific for specific channels from their configuration form."
msgid "When you click on a *Lead* you will have the option to convert it to an opportunity and decide if it should still be assigned to the same channel/person and if you need to create a new customer."
msgid "If you already have an opportunity with that customer Odoo will automatically offer you to merge with that opportunity. In the same manner, Odoo will automatically offer you to link to an existing customer if that customer already exists."
msgid "Odoo will also automatically propose to merge opportunities if they have the same email address. When merging opportunities, Odoo merges the information into the opportunity which was created first, giving priority to the information present on the first opportunity."
msgid "Here’s how, from the list view. Select the opportunities or leads you want to merge and the action button will appear. Then, you can select merge."
msgid "Two key ways to generate new leads or opportunities for your business are through email aliases and website contact forms. Odoo automatically creates leads in your CRM whenever someone sends a message to a Sales Team email alias or fills out a contact form on your website."
msgid "Each Sales Team can use its own unique email alias to generate leads/opportunities. Any email sent to a Sales Team's email alias will automatically create a lead (if leads are activated in your CRM settings) or an opportunity in the pipeline for that particular team. Configure custom email aliases on the configuration page for each Sales Team by navigating to :menuselection:`CRM --> Configuration --> Sales Teams`."
msgid "By default, your website's *Contact Us* page displays Odoo's ready-to-use Contact Form. Whenever someone submits this form, a lead or an opportunity is generated in your database."
msgid "The Contact Form can be activated or deactivated at any time by going to :menuselection:`Website --> Go to Website --> Customize --> Contact Form`."
msgid "When the Form is deactivated, the *Contact Us* page simply displays a button to email your company directly. Any email sent this way will generate a lead/opportunity."
msgid "Choose which Sales Team or salesperson is automatically assigned to the leads/opportunities created from the Contact Form by going to :menuselection:`Website --> Configuration --> Settings --> Communication`."
msgid "The *Form Builder* module is installed automatically when a Form element is added to a web page via the Website Builder. It can also be installed manually from the :guilabel:`Apps` page."
msgid "Forms can be created from scratch to serve a wide variety of purposes. However, Odoo's default *Contact Us* page is designed to fit most users' needs. Start with the default form and modify from there."
msgid "In Edit mode on your website, click on any field to start editing it. The following information can be edited for each field on the Contact Form:"
msgid ":guilabel:`Input Placeholder`: Type in an example to guide users how to input information where formatting is important, such as a phone number or email address."
msgid ":guilabel:`Label Position`: Choose the way the label is aligned with the rest of the form. The label can be hidden, above the field, to the far left of the field, or right adjusted and closer to the field."
msgid "By default, when a Form is submitted, it sends you an email with the customer's inputted information. To have it automatically generate a lead/opportunity instead, edit the Form and select :guilabel:`Create an Opportunity` as the Action."
msgid "If leads are activated in your CRM settings, selecting :guilabel:`Create an Opportunity` generates a lead instead. To learn more about activating leads in the CRM settings, head over to :doc:`convert`."
msgid "Lead mining is a feature that allows CRM users to generate new leads directly into their Odoo database. To ensure lead qualification, lead mining output is determined by a variety of filtering criteria, such as the country, the company size, and the industry."
msgid "After the :guilabel:`Lead Mining` setting is activated, a new button called :guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` pipeline. Lead mining requests are also available through :menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through :menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate Leads` button is also available."
msgid "Choose to generate leads for :guilabel:`Companies` to get company information only, or choose :guilabel:`Companies and their Contacts` to get company information as well as individual employee contact information. When targeting :guilabel:`Companies and their Contacts`, there is an option to filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`."
msgid "Make sure to be aware of the latest EU regulations when receiving contact information. Get more information about the General Data Protection Regulation on `Odoo GDPR <http://odoo.com/gdpr>`_."
msgid "To buy credits, navigate to :menuselection:`CRM --> Configuration --> Settings`. In the :guilabel:`Lead Generation` section, under the :guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`."
msgid "Credits may also be purchased by navigating to the :menuselection:`Settings --> General Settings`. In the :guilabel:`In-App Purchases` section, under the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`."
msgid "When you qualify a lead into an opportunity you will most likely need to send them a quotation. You can directly do this in the CRM App with Odoo."
msgid "By clicking on any opportunity or lead, you will see a *New Quotation* button, it will bring you into a new menu where you can manage your quote."
msgid "Challenging your employees to reach specific targets with goals and rewards is an excellent way to reinforce good habits and improve your salespeople productivity. The Gamification module gives you simple and creative ways to motivate and evaluate your employees with real-time recognition and badges inspired by game mechanics."
msgid "Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data (goals and challenges) that can be used on *CRM/Sale*."
msgid "As the gamification tool is a one-time technical setup, you need to activate the technical features in order to access the configuration. To do so, go to *Settings* and *Activate the developer mode*."
msgid "A challenge is a mission that you send to your sales team. It can include one or several goals, set for a specific period of time. Configure your challenge as follows:"
msgid "Badges are granted when a challenge is finished. This is either at the end of a running period (eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity is set), or when the challenge is manually closed."
msgid "In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the month, the winner will be granted with a badge."
msgid "You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under *Goals*. Select the business object according to your company's needs. Examples: number of new leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time frame based on your management preferences, etc."
msgid "For non-numerical achievements, **Badges** can be granted to users. From a simple thank you to an exceptional achievement, a badge is an easy way to express gratitude to a user for their good work. To create and grant badges to your employees based on their performance, go to :menuselection:`Settings --> Gamification Tools --> Badges`."
msgid "Partner Autocomplete helps you to enrich your contacts database with corporate data. Select one of the companies suggested in the dropdown, and quickly get all the information you need."
msgid "From any module, once you start to create a new contact typing the name of it, the system will suggest a potential match. If you select it, the contact will be populated with corporate data."
msgid "If you run out of credits, the only information that will be populated when clicking on the suggested company will be the website link and the logo."
msgid "Create custom dashboards in Google Spreadsheet that retrieves data directly from Odoo using spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts, etc. Formulas are written in Python but programming skills are not required."
msgid "From the *General Settings*, activate *Google Drive* and *Google Spreadsheet*. The options *Authorization Code* and *Get Authorization Code* are now available."
msgid "When you opening this new file, a second sheet is created automatically by Odoo with a tutorial/documentation on *How to use Google Spreadsheet*."
msgid "Google Drive limits the execution time of scripts; if the data you requested takes too long to be delivered, you might get an error. There is no specific size limit, since the time for Odoo to respond depends on several factors - although reading data regarding several thousand records is usually fine."
msgid "The theoretical formula is :command:`= oe_browse (table;columns;filters;orderby:limit)`. Used it if you want to display the information without grouping it (e.g.: each sales order in the database)."
msgid "The theoretical formula is :command:`= oe_read_group (table;columns;group_by;filters;orderby:limit)`. Use it when you want to display a sum of data (e.g.: total invoiced)."
msgid "From there you can filter to which opportunities you wish to see, yours, the ones from your sales channel, your whole company, etc. You can then click on filter and check Won/Lost."
msgid "While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future."
msgid "From the Kanban view with the filter(s) in place, you can select any opportunity you wish and work on it as usual. You can also restore it by clicking on *Archived*."
msgid "You can also restore items in batch from the Kanban view when they belong to the same stage. Select *Restore Records* in the column options. You can also archive the same way."
msgid "On the creation page, set an :guilabel:`Email Alias` to automatically generate a lead/opportunity for this sales team every time a message is sent to that unique email address. Choose whether to accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or :guilabel:`Followers Only`."
msgid "Set an :guilabel:`Invoicing Target` if this team has specific monthly revenue goals. Set a :guilabel:`Domain` to assign leads/opportunities to this sales team based on specific filters, such as country, language, or campaign."
msgid "To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales team's configuration page. Select a salesperson from the drop-down menu or create new salesperson. Set a maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure that they do not overwork."
msgid "One person can be added as a team member or :guilabel:`Team Leader` to multiple sales teams, allowing them to access all of the pipelines that they need to."
msgid "To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> Teams`. Odoo users will see any teams that they are a part of as dashboard tiles."
msgid "Each tile gives an overview of the sales team's open opportunities, quotations, sales orders, and expected revenue, as well as a bar graph of new opportunities per week and an invoicing progress bar."
msgid "Click on the three dots in the corner of a tile to open a navigational menu that lets users quickly view documents or reports, create new quotations or opportunities, pick a color for this team, or access the team's configuration page."
msgid "The Odoo *CRM* app can automatically assign leads/opportunities to sales teams and salespeople. A standard practice is to assign leads based on the probability of winning each lead. Companies can prioritize the leads that are more likely to result in successful deals by quickly assigning them to the appropriate salespeople."
msgid "As a company processes opportunities through the CRM pipeline, Odoo collects data on which opportunities are won and lost. Predictive lead scoring uses this data to predict the probability of winning each new lead or opportunity."
msgid "The probability of success of each opportunity is displayed on the opportunity form, and it updates automatically as the opportunity progresses through the CRM pipeline."
msgid "When an opportunity moves to the next stage, its probability of success automatically increases according to the predictive lead scoring algorithm."
msgid "Predictive lead scoring is always active in Odoo *CRM*. However, the variables used to calculate the probability of success can be customized in the settings."
msgid "To customize the variables used by predictive lead scoring, go to :menuselection:`CRM --> Configuration --> Settings`. Under :guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update Probabilities` button."
msgid "The variables `Stage` and `Team` are always in effect. `Stage` refers to the CRM pipeline stage that an opportunity is in. `Team` refers to the sales team that is assigned to an opportunity. Predictive lead scoring *always* takes into account these two variables, regardless of which optional variables are selected."
msgid "Next, click on the date field next to the option :guilabel:`Consider leads created as of the:` to select the date from which predictive lead scoring will begin its calculations."
msgid "Manually changing the probability removes the automatic probability updates for that opportunity. The probability will no longer update automatically as the opportunity moves through each stage of the pipeline."
msgid "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople based on specified rules. Create assignment rules based on the leads' probability of success to prioritize those that are more likely to result in deals."
msgid "The rule-based assignment feature can be set to run :guilabel:`Manually`, meaning an Odoo user must manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo will automatically trigger the assignment according to the chosen time period."
msgid "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the :guilabel:`Running` section. Then, customize how often Odoo will trigger the automatic assignment in the :guilabel:`Repeat every` section."
msgid "If rule-based assignment is set to run :guilabel:`Repeatedly`, the assignment can still be triggered manually using the circular arrow icon in the :guilabel:`Rule-Based Assignment` settings (or using the :guilabel:`Assign Leads` button on the sales team configuration page)."
msgid "Next, configure the *assignment rules* for each sales team and/or salesperson. These rules determine which leads Odoo assigns to which people. To get started, navigate to :menuselection:`CRM --> Configuration --> Sales Teams`, and select a sales team."
msgid "On the sales team configuration form, under :guilabel:`Assignment Rules`, click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to determine lead assignment for this sales team. The rules can include anything that may be relevant for this company or team, and any number of rules can be added."
msgid "Click :guilabel:`Add Filter` to start creating assignment rules. Click on the :guilabel:`+` sign on the right of the assignment rule to add another line. Click on the :guilabel:`x` symbol to remove the line."
msgid "To create an assignment rule based on an opportunity's probability of success, click on the far left drop-down menu of an assignment rule line, and select :guilabel:`Probability`."
msgid "From the middle drop-down menu, select the desired equation symbol—most likely the symbol for *greater than*, *less than*, *greater than or equal to*, or *less than or equal to*."
msgid "To configure an assignment rule such that a sales team receives leads that have a probability of success of 20% or greater, create a :guilabel:`Domain` line that reads: `Probability >= 20`."
msgid "Separate assignment rules can also be configured for individual team members. From the sales team configuration page, click on a team member in the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click :guilabel:`Save` to save changes."
msgid "If automatic lead assignment is configured in the settings, both the sales team and individual team members have the option to :guilabel:`Skip auto assignment`. Check this box to omit a particular sales team or salesperson from being assigned leads automatically by Odoo's rule-based assignment feature. If :guilabel:`Skip auto assignment` is activated, the sales team or salesperson can still be assigned leads manually."
msgid "To manually assign leads to this sales team, click on the :guilabel:`Assign Leads` button at the top of the sales team configuration page. This will assign any leads that are currently unassigned and match this team's specified domain."
msgid "Now each time a lead is created from the contact form it will keep track of the pages visited by that visitor. You have two ways to see those pages, on the top right corner of your lead/opportunity you can see a *Page Views* button but also further down you will see them in the chatter."
msgid "With **Odoo Point of Sale**, run your shops and restaurants easily. The app works on any device with a web browser, even if you are temporarily offline. Product moves are automatically registered in your stock, you get real-time statistics, and your data is consolidated across all shops."
msgid "From the **POS dashboard**, click :guilabel:`New Session`, and at the :guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to start a POS session, or click :guilabel:`Continue Selling` if the session is already opened."
msgid ":doc:`Multiple users <point_of_sale/employee_login>` can be logged into the same session at the same time. However, the session can only be opened once on the same browser."
msgid "Click on products to add them to the cart. To change the **quantity**, click :guilabel:`Qty` and enter the number of products using the keypad. To add a **discount** or modify the product **price**, click respectively :guilabel:`% Disc` or :guilabel:`Price` and enter the amounts."
msgid "Once an order is completed, proceed to checkout by clicking :guilabel:`Payment`. Select the **payment method**, enter the received amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move on to the next customer."
msgid "You can create and set customers from an :ref:`open POS session <pos/session-start>`. Registering your customer is necessary to :doc:`collect their loyalty points and grant them rewards <point_of_sale/pricing/loyalty>`, automatically apply the :doc:`attributed pricelist <point_of_sale/pricing/pricelists>`, or :ref:`generate and print an invoice <receipts-invoices/invoices>`."
msgid "To access the list of customers, click :guilabel:`Customer` on the POS interface. Then, select a customer or create a new one by clicking :guilabel:`Create`, completing the form, and saving."
msgid "You can add **customer notes** about specific products directly from an open :ref:`POS session <pos/session-start>`. For instance, to provide cleaning and maintenance tips. They can also be used to track a customer's particular request, such as not wanting the product to be assembled for them."
msgid "To do so, select a product and click :guilabel:`Customer Note` on the pad. Doing so opens a pop-up window in which you can add or modify content for the note."
msgid "You can also refund a product by selecting the returned product from an open session, and setting a negative quantity that equals the number of returned products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by the quantity of returned products."
msgid "To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various information:"
msgid "Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up window that computes the total amount in the cash drawer depending on the coins and bills counted and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are specified in the **Notes** section."
msgid "Depending on your setup, you might only be allowed to close a session if the expected cash revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the :guilabel:`Payments Difference` screen."
msgid "To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration --> Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to configure."
msgid "These settings are available to users with the :doc:`access rights </applications/general/users/manage_users>` :guilabel:`Administration` set as :guilabel:`Settings`."
msgid "You can also configure some settings from the dashboard by clicking the vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a popup window, from which you can:"
msgid "These settings are available to users with the :doc:`access rights </applications/general/users/manage_users>` :guilabel:`Point of Sale` set as :guilabel:`Administrator`."
msgid "To make products available for sale, go to :menuselection:`Point of Sale --> Products --> Products`, and select a product to open the product form. In the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`."
msgid "ePOS printers are designed to work seamlessly with Point of Sale systems. Once connected, the two devices automatically share information, enabling the direct printing of tickets from the POS system to the ePOS printer."
msgid "To work with Odoo, some models that can be used without an :doc:`IoT box <../../../productivity/iot/config/connect>` may require :doc:`the HTTPS protocol <https>` to establish a secure connection between the browser and the printer. However, trying to reach the printer's IP address using HTTPS leads to a warning page on most web browsers. In that case, you can temporarily :ref:`force the connection <epos_ssc/instructions>`, which allows you to reach the page in HTTPS and use the ePOS printer in Odoo as long as the browser window stays open."
msgid "The connection is lost after closing the browser window. Therefore, this method should only be used as a **workaround** or as a pre-requisite for the :ref:`following instructions <epos_ssc/instructions>`."
msgid "**Generating** an SSL certificate should only be done **once**. If you create another certificate, devices using the previous one will lose HTTPS access."
msgid "Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to [IP address] (unsafe)`."
msgid "Then, sign in using your printer credentials to access the ePOS printer settings. To sign in, enter `epson` in the :guilabel:`ID` field and your printer serial number in the :guilabel:`Password` field."
msgid "Click :guilabel:`Certificate List` in the :guilabel:`Authentication` section, and click :guilabel:`create` to generate a new **Self-Signed Certificate**. The :guilabel:`Common Name` should be automatically filled out. If not, fill it in with the printer IP address number. Select the years the certificate will be valid in the :guilabel:`Validity Period` field, click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the printer."
msgid "The self-signed certificate is generated. Reload the page and click :guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure **Selfsigned Certificate** is correctly selected in the :guilabel:`Server Certificate` section."
msgid "The export process is heavily dependent on the :abbr:`OS (Operating System)` and the browser. Start by accessing your ePOS printer settings on your web browser by navigating to its IP address (e.g., `https://192.168.1.25`). Then, force the connection as explained in the **Generate a self-signed certificate tab**."
msgid "Windows 10 manages certificates, which means that self-signed certificates must be imported from the certification file rather than the browser. To do so,"
msgid "select where to install the certificate and for whom - either for the :guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, click :guilabel:`Next`;"
msgid "on the `Certificate Store` screen, tick :guilabel:`Place all certificates in the following store`, click :guilabel:`Browse...`, and select :guilabel:`Trusted Root Certification Authorities`;"
msgid "To import an SSL certificate into an Android device, first create and export it from a computer. Next, transfer the `.crt` file to the device using email, Bluetooth, or USB. Once the file is on the device,"
msgid "To import an SSL certificate into an iOS device, first create and export it from a computer. Then, transfer the `.crt` file to the device using email, Bluetooth, or any file-sharing service."
msgid "Downloading this file triggers a warning pop-up window. Click :guilabel:`Allow` to download the configuration profile, and close the second pop-up window. Then,"
msgid "If you need to export SSL certificates from an operating system or web browser that has not been mentioned, search for `export SSL certificate` + `the name of your browser or operating system` in your preferred search engine."
msgid "Similarly, to import SSL certificates from an unmentioned OS or browser, search for `import SSL certificate root authority` + `the name of your browser or operating system` in your preferred search engine."
msgid "To confirm your printer's connection is secure, connect to its IP address using HTTPS. For example, navigate to `https://192.168.1.25` in your browser. If the SSL certificate has been applied correctly, you should no longer see a warning page, and the address bar should display a padlock icon, indicating that the connection is secure."
msgid "To do so, activate the :ref:`developer mode <developer-mode>`, go to :menuselection:`Settings --> Technical --> Parameters --> System Parameters`, then create a new parameter, add the following values and click on *Save*."
msgid "Odoo Point of Sale allows you to manage access to a specific POS by enabling the **Multi Employees per Session** feature. When activated, :ref:`you can select which users can log into the POS <employee_login/use>` and :ref:`keep track of the employees involved in each order <employee_login/analytics>`."
msgid ":ref:`Access the POS settings <configuration/settings>` and select your POS, or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per Session`, and add the allowed employees in the :guilabel:`Allowed Employees` field."
msgid "Once the feature is activated, cashiers can log in :ref:`by scanning their badge <employee_login/badge>` or selecting their name from the list of allowed employees to :ref:`open the session <pos/session-start>`."
msgid "To switch to another user :ref:`from an open session <pos/session-start>`, click the employee name at the top-right of the screen and select the employee to swap with from the list."
msgid "You can also require your employees to enter a pin code every time they log into a POS to prevent them from logging in as someone else. To define the code, go to the **Employees** app, open the employee form, and click the :guilabel:`HR settings` tab. Then, enter a pin code of your choice in the :guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` category."
msgid "For your employees to be able to log in by scanning their badge, they must have a badge ID assigned. To do so, go to the **Employees** app, open the employee form, and click the :guilabel:`HR settings` tab. Then, enter the badge ID of your choice in the :guilabel:`Badge ID` field of the :guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`."
msgid "To switch to another user, lock the session by clicking the lock-shaped icon (:guilabel:`🔓`) at the top-right of the screen and scan your badge."
msgid "Once you close and post the POS session, access the comprehensive report to review all session activities, including who initiated the session and who handled specific orders. To access the session's report, click the vertical ellipsis button (:guilabel:`⋮`) on the POS card and select :guilabel:`Sessions` from the :guilabel:`View` section. Then, select a specific session for more detailed information, and click the :guilabel:`Orders` button to view a list of all orders placed during that session."
msgid "To get an overview of all orders, regardless of the session, click the vertical ellipsis button (:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section."
msgid "To add a payment method, you first need to create it. Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods --> New`, and set a name. Check :guilabel:`Identify Customer` to allow this payment method *exclusively* for registered customers."
msgid "Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this payment method for cash payments, or :guilabel:`Bank` to use it for card payments."
msgid "Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a Payment Terminal` field in which you can add your :doc:`payment terminal's information <payment_methods/terminals>`."
msgid "Once the payment method is created, you can select it in your POS settings. To do so, go to the :ref:`POS' settings <configuration/settings>`, click :guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` section."
msgid "Connecting and integrating a payment terminal with your POS system allows you to accept multiple payment options, including credit and debit cards, making the payment process more efficient."
msgid "Go to the :doc:`application settings <../configuration>`, scroll down to the :guilabel:`Payment Terminals` section, and tick your terminal's checkbox."
msgid "Adyen works only with businesses processing **more** than **10 million annually** or invoicing a **minimum** of **1,000** transactions **per month**."
msgid "Start by creating your Adyen account on `Adyen's website <https://www.adyen.com/>`_. Then, board your terminal following the steps described on your terminal's screen."
msgid "First, go to :menuselection:`Point of Sale --> Configuration --> Settings --> Payment Terminals`, and enable :guilabel:`Adyen`. Then, go to :menuselection:`Configuration --> Payment Methods` and create a new payment method. Select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field."
msgid "To find this number, go to your **Adyen account**. Then, go to :menuselection:`Point of Sale --> Terminals`, select the terminal to link, and copy-paste its serial number onto the Odoo mandatory field."
msgid "To add a new **payment method** to a point of sale, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, select the POS and go to :menuselection:`Payments --> Payment Methods`, and add your new method for Adyen."
msgid "When processing a payment, select :guilabel:`Adyen` as the payment method. Check the amount and click on :guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment Successful`."
msgid "In case of connection issues between Odoo and the payment terminal, force the payment by clicking on :guilabel:`Force Done`, which allows you to validate the order."
msgid "Connecting an Ingenico Payment Terminal to Odoo is a feature that requires an IoT Box. For more information on how to connect an IoT Box to your database, please refer to the :doc:`IoT documentation </applications/productivity/iot/config/connect>`."
msgid "Now, click on connection change and TCP/IP. Type the IP of your *IoT Box* (you can find it on the form view of your IoT Box). Then, enter 9000 as port. The terminal will restart. Once it is done, go on your *IoT Box* form in Odoo and verify that the terminal has been found."
msgid "Go back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, go in the payments section and access your payment methods. Create a new payment method for Ingenico, select the payment terminal option Ingenico, and select your payment terminal device."
msgid "In your *PoS interface*, when processing a payment, select a *Payment Method* using a payment terminal. Check that the amount in the tendered column is the one that has to be sent to the payment terminal and click on *Send*. When the payment is successful, the status will change to *Payment Successful*."
msgid "If there is any issue with the payment terminal, you can still force the payment using the *Force Done*. This will allow you to validate the order in Odoo even if the connection between the terminal and Odoo has issues."
msgid "Even though Worldline has recently acquired SIX Payment Services and both companies use Yomani payment terminals, the firmware they run is different. Terminals received from Worldline are therefore not compatible with this integration."
msgid "First, make sure that the :guilabel:`POS Six` module is installed. For this, go to :guilabel:`Apps`, remove the :guilabel:`Apps` filter, and search for *POS Six*."
msgid "Back in :menuselection:`Point of Sale --> Configuration --> Payment Methods`, click :guilabel:`Create` to create a new payment method for SIX, select the payment terminal option :guilabel:`SIX`, and enter the payment terminal IP address."
msgid "In the :abbr:`PoS (Point of Sale)` interface, at the moment of the payment, select a payment method using a payment terminal. Verify that the amount in the tendered column is the one that has to be sent to the payment terminal and click on :guilabel:`Send`. To cancel the payment request, click on :guilabel:`Cancel`."
msgid "When the payment is done, the status will change to :guilabel:`Payment Successful`. If needed, reverse the last transaction by clicking on :guilabel:`Reverse`."
msgid "If there is any issue with the payment terminal, you can still force the payment using the :guilabel:`Force Done` button. This will allow you to validate the order in Odoo even if there are connection issues between the payment terminal and Odoo."
msgid "Activate **Stripe** in the settings by going to :menuselection:`Point of Sale --> Configuration --> Settings --> Payment Terminals` and enabling :guilabel:`Stripe`."
msgid "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, click :guilabel:`Create`, and complete the :guilabel:`Method` field with your payment method's name;"
msgid "Click :guilabel:`Identify Customer` to allow this payment method **exclusively** for identified customers. For any unidentified customers to be able to pay with Stripe, leave the :guilabel:`Identify Customer` field unchecked."
msgid "Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a configuration page. Fill in all the information to create your Stripe account and link it with Odoo. Once the forms are completed, the API keys (:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on **Stripe's** website. To do so, click :guilabel:`Get your Secret and Publishable keys`, click the keys to copy them, and paste them into the corresponding fields in Odoo. Your terminal is ready to be configured in a POS."
msgid "For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button does not work. To retrieve the API keys manually, log in to your `Stripe dashboard <https://dashboard.stripe.com>`_, type `API` in the search bar, and click :guilabel:`Developers > API`."
msgid "To add a **payment method** to your point of sale, go to :menuselection:`Point of Sale --> Configuration --> Settings`. Select the POS, scroll down to the :guilabel:`Payments` section, and add your payment method for **Stripe** in the :guilabel:`Payment Methods` field."
msgid "When processing a payment, select :guilabel:`Stripe` as the payment method. Check the amount and click :guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment Successful`. To cancel the payment request, click :guilabel:`cancel`."
msgid "Log into your `Stripe's dashboard <https://dashboard.stripe.com>`_ and go to :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;"
msgid "You must provide a **registration code**. To retrieve that code, swipe right on your device, enter the admin PIN code (by default: `07139`), validate, and click :guilabel:`Generate a registration code`."
msgid "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, go in the payments section and access your payment methods. Create a new payment method for Vantiv, select the payment terminal option Vantiv, and create new Vantiv credentials."
msgid "To create new Vantiv credentials, fill in your merchant ID and password, then save. Make sure the credentials you just created are selected, then save the payment method."
msgid "Connecting a Worldline Payment Terminal to Odoo is a feature that requires an IoT Box. For more information on how to connect one to your database, please refer to the :doc:`IoT documentation </applications/productivity/iot/config/connect>`."
msgid "On the *Port number* screen, enter **9001** (or **9050** for Windows) and click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> OK`. Click on **Stop** three times; the terminal automatically restarts."
msgid "From the Point of Sale application, go to :menuselection:`Configuration --> Settings --> Payment terminals` and activate the *Worldline* payment terminal."
msgid "Then, go to :menuselection:`Configuration --> Payment methods` and create a new payment method for *Worldline*. Select the payment terminal *Worldline* and your payment terminal device on your *Payment Method form*."
msgid "To reach Wordline's technical assistance, call `02 727 61 11` and choose \"merchant\". Your call is automatically transferred to the desired service."
msgid "When processing a payment, select *Worldline* as payment method. Check the amount and click on *Send*. Once the payment is successful, the status changes to *Payment Successful*."
msgid "In case of connexion issues between Odoo and the payment terminal, force the payment by clicking on *Force Done*, which allows you to validate the order. This option is only available after receiving an error message informing you that the connection failed."
msgid "**Cash rounding** is required when the lowest physical denomination of currency, or the smallest coin, is higher than the minimum unit of account."
msgid "For example, some countries require their companies to round up or down the total amount of an invoice to the nearest five cents, when the payment is made in cash."
msgid "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, open the point of sale you want to configure, and enable the *Cash Rounding* option."
msgid "Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*, then save both the Rounding Method and your Point of Sale settings."
msgid "If you want to sell your products with a discount, for a product getting close to its expiration date for example, you can use discount tags. They allow you to scan discount barcodes."
msgid "Let's say you want 50% discount on a product you have to start your barcode with 22 (for the discount barcode nomenclature) and then 50 (for the %) before adding the product barcode. In our example, the barcode would be:"
msgid "By offering discounts, you can entice your customers and drastically increase your revenue. It is vital to offer discounts, whether they are time-limited, seasonal or manually given."
msgid "To activate time-limited discounts, you must activate the *Pricelists* feature. To do so, go to :menuselection:`Point of Sales --> Configuration --> Point of Sale` and open your PoS. Then, enable the pricelist feature."
msgid "By default, Odoo has a *Public Pricelist* configured. To create more, go to :menuselection:`Point of Sale --> Products --> Pricelists`. Then click on create."
msgid "When creating a pricelist, you can set several criteria to use a specific price: period, min. quantity, etc. You can also decide to apply that pricelist on specific products or on the whole range."
msgid "When running a business, you may need to apply different taxes and record transactions on various accounts based on the location and type of business of your customers and providers."
msgid "The **fiscal positions** feature enables you to establish rules that automatically select the right taxes and accounts used for each transaction."
msgid "To enable the feature, go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the :guilabel:`Accounting` section, and enable :guilabel:`Flexible Taxes`."
msgid "Then, set a default fiscal position that should be applied to all sales in the selected POS in the :guilabel:`Default` field. You can also add more fiscal positions to choose from in the :guilabel:`Allowed` field."
msgid "According to the :doc:`fiscal localization package <../../../finance/fiscal_localizations>` activated, several fiscal positions are preconfigured and can be set and used in POS. However, you can also :ref:`create new fiscal positions <fiscal_positions/mapping>`."
msgid "Open a :ref:`POS session <pos/session-start>` to use one of the allowed fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-shaped** icon and select a fiscal position from the list. Doing so applies the defined rules automatically to all the products subject to the chosen fiscal position's regulations."
msgid "To activate the *Loyalty Program* feature, go to :menuselection:`Point of Sale --> Configuration --> Point of sale` and select your PoS interface. Under the Pricing features, select *Loyalty Program*"
msgid "You can decide what type of program you wish to use, if the reward is a discount or a gift, make it specific to some products or cover your whole range. Apply rules so that it is only valid in specific situation and everything in between."
msgid "When a customer is set, you will now see the points they will get for the transaction and they will accumulate until they are spent. They are spent using the button *Rewards* when they have enough points according to the rules defined in the loyalty program."
msgid "Pricelists allow you to adjust product prices depending on various criteria automatically. For example, you can set POS-specific prices, create temporary discount periods, reward specific customers, or offer discounts when set quantities are ordered."
msgid "Navigate to the :ref:`general POS app settings <configuration/settings>` and ensure :guilabel:`Flexible Pricelists` are enabled under the :guilabel:`Pricing` section."
msgid ":ref:`Multiple prices per product <pricelists/simple>` is the default pricelist option for setting simple fixed price rules per product. Select :ref:`Advanced price rules (discounts, formulas) <pricelists/advanced>` to apply price rules to multiple products at once and to compute prices dynamically using percentage discounts or more complex formulas in addition to setting fixed prices."
msgid "The selected pricelist type applies to the entire database, including the :doc:`Sales <../../sales/products_prices/prices/pricing>` and :ref:`eCommerce <ecommerce/pricelists>` apps."
msgid "Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click :guilabel:`New` or select an existing pricelist. The pricelist setup differs depending on the :ref:`selected pricelist option <pricelists/configuration>`."
msgid "When pricelists are configured to use the :guilabel:`Multiple prices per product` option, it is possible to use multiple fixed prices for different products or their variants depending, if necessary, on one or several conditions. To add a new price rule to a pricelist:"
msgid "When pricelists are configured to use the :guilabel:`Advanced price rules (discounts, formulas)` option, it is possible to use percentage discounts/mark-ups and formulas in addition to using fixed prices. To add a new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up windows:"
msgid ":guilabel:`Formula` to compute the price according to a formula. It is required to define what the calculation is **based on** (:guilabel:`Sales Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:"
msgid "Define a :doc:`Rounding Method <cash_rounding>` by forcing the price after :guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra Fee` is applied afterward."
msgid "Add conditions, such as a specific quantity to reach for the price to change by using the :guilabel:`Min. Quantity` field or a specific period during which the pricelist should be applied by using the :guilabel:`Validity` fields."
msgid "Go to the :ref:`specific POS settings <configuration/settings>` and add all the available pricelists in the :guilabel:`Available` field. Then, set its **default pricelist** in the :guilabel:`Default` field."
msgid "You can also set a pricelist to be selected automatically once a specific :ref:`customer is set <pos/customers>`. To do so, go to the customer form and switch to the preferred pricelist in the :guilabel:`Pricelist` field of the :guilabel:`Sales & Purchase` tab."
msgid "Set up receipts by going to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, selecting a POS, and scrolling down to the :guilabel:`Bills & Receipts` section."
msgid "To **customize** the **header** and **footer**, activate :guilabel:`Header & Footer` and fill in both fields with the information to be printed on the receipts."
msgid "From the POS interface, click :guilabel:`Orders`, open the dropdown selection menu next to the search bar, and change the default :guilabel:`All active orders` filter to :guilabel:`Paid`. Then, select the corresponding order and click :guilabel:`Print Receipt`."
msgid "You can filter the list of orders using the search bar. Type in your reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or :guilabel:`Customer`."
msgid "First, you need to open a session and set your customer. Open the **POS interface** by going to :menuselection:`Point of Sale --> New session --> Open session`. Then, click :guilabel:`Customer` to access the list of **customers**."
msgid "From there, you can either set an existing customer by clicking their name or create a new one by clicking :guilabel:`Create`. Doing so opens a customer creation form to fill in with their information. Click :guilabel:`Save` to validate and set this new customer."
msgid "Once an order is done, click :guilabel:`Payment` to move to the **payment screen**. Click :guilabel:`Invoice` underneath the customer's name to enable issuing and printing invoices upon payment."
msgid "Customers can also request an invoice by scanning the **QR code** printed on their receipt. Upon scanning, they must fill in a form with their billing information and click :guilabel:`Get my invoice`. On the one hand, doing so generates an invoice available for download. On the other hand, the order status goes from :guilabel:`Paid` or :guilabel:`Posted` to :guilabel:`Invoiced` in the Odoo backend."
msgid "To use this feature, you have to enable QR codes on receipts by going to :menuselection:`Point of Sale --> Configuration --> Settings`. Then, select the POS in the :guilabel:`Point of Sale` field, scroll down to the :guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on ticket`."
msgid "To access your statistics, go to :menuselection:`Point of Sale --> Reporting --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis (:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`."
msgid "Managing a restaurant or a bar comes with specific needs. The Point of Sale application provides various features that allow performing all the required tasks in such businesses."
msgid "To enable the restaurant and bar-specific features, go to :menuselection:`Point of Sale --> Configuration --> Settings`, select the POS, and activate :guilabel:`Is a Bar/Restaurant`."
msgid "Typical practices in restaurants or bars are to request the bill before proceeding to payment or splitting it based on the items ordered. Odoo POS provides two features to perform these tasks seamlessly: **Bill Printing** and **Bill Splitting**."
msgid "To activate the features, go to :menuselection:`Point of Sale --> Configuration --> Settings`, select the POS, and activate :guilabel:`Early Receipt Printing` and :guilabel:`Allow Bill Splitting` in the :guilabel:`Restaurant & Bar` section."
msgid "From an open session, click :guilabel:`Split` to select the items to regroup. Once everything is selected, click :guilabel:`Payment` and proceed to checkout for these items. Repeat for each guest."
msgid "Once your *Point of Sale* has been configured, select *Table Management* under :menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, click on *Floors* to create and name your floor and tables."
msgid "To make your table easier to be found, you can rename them, change their shape, size or even color. It is also possible to add the maximum number of sits the table can have."
msgid "If your customers want to move to another table after they already ordered, use the transfer button. This way, the order is also moved to the new table."
msgid "Integrating printers in a restaurant or bar's workflow can enhance communication and collaboration between the front-of-house and back-of-house teams, leading to a more streamlined and efficient service."
msgid "To enable sending orders to a kitchen or bar printer, go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen Printers`. Type in a name for the printer in the :guilabel:`Printers` field and click :guilabel:`Create and edit...` to open a setup form."
msgid "To get a list of all the printers already created or to modify an already created printer, click :guilabel:`--> Printers` and select the desired printer to open the setup form."
msgid "If your printer is connected to an IoT box, select :guilabel:`Use a printer connected to the IoT Box` and select the device in the :guilabel:`IoT Device` field."
msgid "If you use an Epson printer that does not need an IoT box, select :guilabel:`Use an Epson printer` and enter the printer's IP address in the :guilabel:`Epson Printer IP Address` field."
msgid "Set your printer to print specific products based on their POS category. To do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product Categories` field. If you leave this field empty, all products are sent to the printer regardless of their POS category."
msgid "Tipping is customary in multiple countries. Point of Sale allows tipping in :ref:`shops <pos/sell>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`."
msgid "To allow tipping in your POS, activate the :guilabel:`Tips` feature in :menuselection:`Point of Sale --> Configuration --> Settings`. At the top of the page, select the POS in which you wish to allow **tipping**, scroll down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once enabled, add a :guilabel:`Tip Product` in the corresponding field, and save. The designated product will be used as a reference on customers' receipts."
msgid "**Tip products** can be created on the spot. To do so, enter a product's name in the :ref:`Tip Product <configuration>` field and click :guilabel:`Create` or press **enter**. The product is automatically configured to be used as a tip at the payment screen."
msgid "However, if you wish to be able to select the tip product in a POS session, you must activate the **Available in POS** setting. To do so, click :guilabel:`Create and edit...` to open the product configuration form. Then, go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` checkbox, and click :guilabel:`Save & Close`."
msgid "If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment terminal and wish to enable **tips** using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip settings <configuration>`."
msgid "If you use a POS system in a bar or a restaurant, you can enable :guilabel:`Add tip after payment (North America specific)`. Doing so generates a bill to print and complete manually by the customer and the waiter. That bill indicates the tip value the customer chooses to give after the payment."
msgid "To add tips to an order, :ref:`access the payment screen <pos/sell>` and click :guilabel:`♥ Tip`. Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and process the payment."
msgid "Alternatively, you can select the :ref:`tip product <tip-product>` on the POS interface to add it to the cart. When selected, the product is automatically set as a tip, and its default value equals its **Sales Price**."
msgid "During checkout, select **Adyen** as the payment terminal, and send the payment request to the device by clicking :guilabel:`Send`. The customers are asked to enter the desired tipping amount on the terminal's screen before proceeding to the payment."
msgid "On the following screen, click the percentage (:guilabel:`15%`, :guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping amount the customer chose to give. Then, click :guilabel:`Settle` to move to the following order."
msgid "Using a barcode scanner to process point-of-sale orders improves your efficiency in providing quicker customer service. Barcode scanners can be used both to scan products or to log employees into a POS session."
msgid "To use a barcode scanner, you must enable the feature in the Inventory app. Go to :menuselection:`Inventory --> Configuration --> Settings`, in the :guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save."
msgid "To use this feature in POS, your products must have barcodes assigned. To do so, go to :menuselection:`Point of Sale --> Products --> Products` and open a **product form**. Add a barcode number in the :guilabel:`Barcode` field in the :guilabel:`General Information` tab."
msgid "To add an identification number to an employee, go to the **Employees** app and open an **employee form**. Choose an identification number for your employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR Settings` tab."
msgid "Scan a product's barcode using a barcode scanner. Doing so adds it directly to the cart. To change the quantity, scan a product as many times as needed, or click :guilabel:`Qty` and enter the number of products using the keypad."
msgid "You can also use a barcode scanner to log your employees. To do so, :ref:`restrict access <employee_login/configuration>` to the POS and :ref:`use barcodes to log your employees in <employee_login/badge>` your POS."
msgid "When working in retail, you might need to order products directly from your Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo Sales, meaning that you can create a sales order and pay for it directly from your point of sale."
msgid "From the **Point of Sale** application, open a new session. Then, click on :guilabel:`Quotations/Orders` to get the complete list of quotations and sales orders created on the sales application."
msgid "To ease finding the right sales order, you can filter that list on the **customer** or on the **order reference**. You can also set the customer before clicking on :guilabel:`Quotations/Orders` to reduce the list to one particular customer."
msgid "Settle the order **partially**: after clicking on :guilabel:`Apply a down payment`, enter the percentage of down payment you want the customer to pay. Then, click on :guilabel:`ok` and proceed with the order."
msgid "Working with **serial numbers** and **lots** allows tracking your products' movements. When products are tracked, the system identifies their location based on their last movement."
msgid "To enable traceability, go to :menuselection:`Point of Sale --> Products --> Products`. Then, select a product and check the :guilabel:`Tracking By Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the :guilabel:`Inventory` tab."
msgid "You can import serial numbers in Point of Sale. To do so, select a **sales order** or a **quotation** containing tracked products. Then, agree to load the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`."
msgid "If a tracked product is available in your POS, adding the product to the cart opens a pop-up window where you can type or scan the product's serial or lot numbers. To add more than one of the same tracked products, click on **enter** to validate and start a new line."
msgid ":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked products but not mandatory. Meaning that not attributing some or any does **not** prevent from completing the sale."
msgid "**Odoo Rental** is a comprehensive solution to manage your rentals."
msgstr ""
#: ../../content/applications/sales/rental.rst:7
msgid "From a single view, you can send out quotations, confirm orders, schedule rentals, register when products are picked up and returned, and invoice your customers."
msgid "Go to :menuselection:`Rental --> Products`, select or create a product, and click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a price*. Then choose a *Unit* of time (hours, days, weeks, or months), a *Duration*, and a *Price*. You can add as many price lines as necessary, usually to give out discounts for longer rental durations."
msgid "Example of rental pricing configuration in Odoo Rental"
msgstr ""
#: ../../content/applications/sales/rental.rst:32
msgid "Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*. You can also set a *Security Time*, expressed in hours, to make the product temporarily unavailable between two rental orders."
msgstr ""
#: ../../content/applications/sales/rental.rst:37
msgid "If you want to rent a product created outside of the Rental app, do not forget to tick *Can be Rented* under the product's name. By default, this option is ticked when you create a product directly from the Rental app."
msgstr ""
#: ../../content/applications/sales/rental.rst:42
msgid "Computing"
msgstr ""
#: ../../content/applications/sales/rental.rst:44
msgid "Odoo always uses two rules to compute the price of a product when you create a rental order:"
msgstr ""
#: ../../content/applications/sales/rental.rst:46
msgid "Only one price line is used."
msgstr ""
#: ../../content/applications/sales/rental.rst:47
msgid "The cheapest line is selected."
msgstr ""
#: ../../content/applications/sales/rental.rst:50
msgid "Consider the following rental pricing configuration for a product:"
msgstr ""
#: ../../content/applications/sales/rental.rst:52
msgid "1 day: $100"
msgstr ""
#: ../../content/applications/sales/rental.rst:53
msgid "3 days: $250"
msgstr ""
#: ../../content/applications/sales/rental.rst:54
msgid "1 week: $500"
msgstr ""
#: ../../content/applications/sales/rental.rst:56
msgid "A customer wants to rent this product for eight days. What price will they pay?"
msgstr ""
#: ../../content/applications/sales/rental.rst:58
msgid "After an order is created, Odoo selects the second line as this is the cheapest option. The customer has to pay three times '3 days' to cover the rental's eight days, for a total of $750."
msgid "You can ask your customers to sign a rental agreement outlining the arrangement between you and your customers before they pick up products to make sure your products are returned on time and in their original condition. To do so, go to :menuselection:`Rental --> Configuration --> Settings`, activate *Digital Documents*, and *Save*."
msgid "Once the app settings are saved, you have the option to change the default *Rental Agreement* from the dropdown menu. You can pick any document already uploaded to the *Sign* app, or upload a new one to the *Sign* app by clicking on *Upload Template*."
msgid "To request a customer signature, select a confirmed rental order, click on *Sign Documents*, choose the document template and click on *Sign Documents* again. On the next window, select your customer and click on *Sign Now* to start the signing process with your customer. Once the document is completed, click on *Validate & Send Completed Document*."
msgid "You can print and give your customers receipts when they pick up and/or return products. To do so, open any rental order, click on *Print* and select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all information about the current status of the rented items: which were picked up, when they are expected to be returned, which were returned, and potential rental delay costs."
msgid "The **Amazon Connector** synchronizes the orders between Amazon and your Odoo database, which reduces considerably the amount of time spent on your Amazon Seller Central dashboard, making your daily routine a lot easier."
msgid "The connector is designed to synchronize orders' data as detailed above. Other actions, such as downloading monthly fees reports, handling disputes, or issuing refunds must be managed from Amazon Seller Central, as usual."
msgid "The Amazon Connector supports all the current marketplaces. If a marketplace is not listed in your Amazon marketplaces, you can :ref:`add a new marketplace <amazon/add-new-marketplace>`."
msgid "Orders are automatically fetched from Amazon and synchronized in Odoo at regular intervals. The synchronization is based on the Amazon status: only orders whose status has changed since the last synchronization are fetched from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and **Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the same is done for **Unshipped** and **Canceled** orders. For each synchronized order, a sales order and a customer are created in Odoo if they are not yet registered."
msgid "To force the synchronization of an order whose status has not changed since the last synchronization, activate the :ref:`developer mode <developer-mode>`, navigate to your Amazon account and modify the date under :menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior to the last status change of the order that you wish to synchronize and save."
msgid "To synchronize immediately the orders of your Amazon account switch to :ref:`developer mode <developer-mode>`, head to your Amazon account and click on **SYNC ORDERS**. The same can be done with pickings by clicking on **SYNC PICKINGS**."
msgid "When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a picking is created along with the sales order and the customer. You can either ship all the ordered products to your customer at once or ship products partially by using backorders."
msgid "When a picking related to the order is confirmed, a notification is sent to Amazon who will, in turn, notify the customer that the order (or a part of it) is on its way."
msgid "Amazon requires to provide a tracking reference with each delivery. You'll need to assign a carrier. If the carrier doesn't automatically provide a tracking reference, you'll need to set one manually. This concerns all marketplaces."
msgid "If your chosen carrier isn't one supported by Odoo, you can still create a carrier bearing its name (e.g. create a carrier named `Colissimo`). This name is case insensitive, but be careful about typos, as Amazon won't recognize them."
msgid "Create a delivery carrier named `Self Delivery` to inform Amazon that you make your own deliveries. You still have to enter a tracking reference."
msgid "Keep in mind that the customer is notified by email about the delivery, and the carrier and tracking reference are displayed in the email to the customer."
msgid "When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded for each sales order item so that it is saved in your system. Inventory managers can find such moves in :menuselection:`Inventory --> Reporting --> Product Moves`. They pick up products in a specific inventory location called **Amazon**. This location represents your stock in Amazon's warehouses and allows you to manage the stock of your products under the FBA program."
msgid "To follow your Amazon (FBA) stock in Odoo, you can make an inventory adjustment after replenishing it. You can also trigger an automated replenishment from reordering rules on the Amazon location."
msgid "The Amazon location is configurable by Amazon account managed in Odoo. All accounts of the same company use the same location by default. It is however possible to follow the stock by marketplace. First, remove the marketplace for which you want to follow the stock separately from the list of synchronized marketplaces. Then, create another registration for this account and remove all marketplaces, except the one to isolate from the others. Finally, assign another stock location to the second registration of your account."
msgid "Sending invoices to Amazon customers directly from Odoo is not feasible due to Amazon's policy of not sharing customer email addresses. Instead, it is possible to manually upload the invoices generated on Odoo to the Amazon backend."
msgid "In addition, for your B2B clients, it is currently required to manually retrieve VAT numbers from the Amazon backend before creating the invoice in Odoo."
msgid "For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: invoices created from Amazon sales orders are **not** synchronized with TaxCloud, since Amazon already includes them in its own tax report to TaxCloud. (decommissioning TaxCloud integration in Odoo 17+)"
msgid "As customers pay Amazon as an intermediary, creating a dedicated *Bank* journal (for example, named `Amazon payments`) with a dedicated *Bank and Cash* intermediary account is recommended."
msgid "In addition, as Amazon makes a single monthly payment, selecting all the invoices linked to a single payment is necessary when registering payments. Use the dedicated `Amazon payments` :guilabel:`Journal` and select :guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select all the payments generated and click :menuselection:`Actions --> Create batch payment --> Validate`."
msgid "The same can be done with vendor bills from Amazon dedicated to commissions. When the balance is received in the bank account at the end of the month and the banks statements are recorded, credit the Amazon intermediary account by the amount received."
msgid "As a sales team is set on your account under the tab **Order Follow-up**, this helps you give quick glances at the figures in just a few clicks in Sales reporting. By default, your account's sales team is shared between all of your company's accounts."
msgid "It is also possible to perform reporting on a per-marketplace basis in a similar fashion. First, remove the marketplace you wish to track separately from the list of synchronized marketplaces. Then, create another registration for this account and remove all marketplaces, except the one to isolate from the others. Finally, assign another sales team to one of the two registrations of your account."
msgid "Choose a meaningful name for your account (e.g. `Europe`), and select your :guilabel:`Sign-up Marketplace`. This is the original sign-up marketplace of your seller account (e.g. if you created your account on Amazon Germany, your sign-up marketplace will be `amazon.de`)"
msgid "Upon saving, a button to :guilabel:`link with Amazon` appears. Click on it to be redirected to the Amazon login page, or directly to the consent page if you are already logged in. There, confirm that you want Amazon to give Odoo access to your account and related data."
msgid "Once the account is registered, the marketplaces available to this account are synchronized and listed under the :guilabel:`Marketplaces` tab. If you wish, you can remove some items from the list of synchronized marketplaces to disable their synchronization."
msgid "When an Amazon order is synchronized, up to three sales order items are created in Odoo for each product sold on Amazon: one for the marketplace product, one for the shipping charges (if any) and one for the gift wrapping charges (if any)."
msgid "The selection of a database product for a sales order item is done by matching its **internal reference** with the **SKU** for marketplace items, the **shipping code** for delivery charges, and the **gift wrapping** code for gift wrapping charges."
msgid "For marketplace products, pairings are saved as **Amazon Offers** which are listed under the **Offers** stat button on the account form. Offers are automatically created when the pairing is established and are used for subsequent orders to lookup SKUs. If no offer with a matching SKU is found, :ref:`the internal reference is used instead <amazon/matching>`."
msgid "It is possible to force the pairing of a marketplace item with a specific product by changing either the product or the SKU of an offer. The offer can be manually created if it was not automatically done yet. This is useful if you do not use the internal reference as the SKU or if you sell the product under different conditions."
msgid "If no database product with a matching internal reference is found for a given SKU or gift wrapping code, a default database product **Amazon Sale** is used. The same is done with the default product **Amazon Shipping** and the shipping code."
msgid "To allow for tax reporting of Amazon sales with Odoo, the taxes applied to the sales order items are those set on the product or determined by the fiscal position. Make sure to have set the correct taxes on your products in Odoo or to have it done by a fiscal position, to avoid discrepancies in the subtotals between Seller Central and Odoo."
msgid "As Amazon does not necessarily apply the same taxes as those configured in Odoo, it may happen that order totals differ by a few cents from that on Seller Central. Those differences can be resolved with a write-off when reconciling the payments in Odoo."
msgid ":ref:`All marketplaces are supported by the Amazon Connector <amazon/supported-marketplaces>`, but recently created ones might be missing from your database. To add a new marketplace, proceed as follows:"
msgid "Create a new marketplace record. Enter the :guilabel:`Marketplace ID` and select the :guilabel:`Amazon Region` for your marketplace as described in the `Amazon Documentation for marketplace IDs and regions <https://developer-docs.amazon.com/amazon-shipping/docs/marketplace-ids>`_, and the :guilabel:`Seller Central URL` as described in the `Amazon Documentation for seller central URLs <https://developer-docs.amazon.com/amazon-shipping/docs/seller-central-urls>`_."
msgid "Set the name of the record to `Amazon.<country code>` to easily retrieve it (e.g.: **Amazon.se**). The :guilabel:`API Identifier`, the :guilabel:`Region` and the :guilabel:`Seller Central URL` fields should respectively hold the *MarketplaceId*, the selected Amazon region and the *Seller Central URL* values from the Amazon Documentation."
msgid "Once the marketplace is saved, update the Amazon Account configuration by going to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`. Open the account on which you wish to use the new marketplace, go to the :guilabel:`Marketplaces` tab and click on :guilabel:`Update available marketplaces` (an animation should confirm the success of the operation). Newly added marketplaces are automatically added to the list of synchronized marketplaces. If the new marketplace is not added to the list, it means that it is either incompatible or unavailable for your seller account."
msgid "The **Description Template** allows you to use templates for your listings. The default template only use the **eBay Description** field of the product. You can use html inside the **Description Template** and in the **eBay Description**."
msgid "When the **use eBay** on a product with variations is checked and with **Fixed Price** as **Listing Type**, the eBay form is slightly different. In the variants array, you can choose which variant will be listed on eBay as well as set the price and the quantity for each variant."
msgid "Products identifiers such as EAN, UPC, Brand or MPN are required in most of the eBay category. The module manages the EAN and UPC identifiers with the **Barcode** field of the product variant. If the **Barcode** field is empty or is value is not valid, the EAN and UPC values will be set as 'Does not apply' as recommended by eBay. The Brand and MPN values are working as item specifics and should be define in the **Variants** tab on the product form. If these values are not set, 'Does not apply' will be used for the eBay listing."
msgid "In order to create your tokens, you need to create a developer account on the `developer portal <https://go.developer.ebay.com/>`_. Once you are logged in, you can create **Sandbox Keys** and **Production Keys** by clicking on the adequate buttons."
msgid "After the creation of the keys, you can get the user token. To do so, click on the **Get a User Token** link in the bottom of the page. Go through the form, log in with you eBay account and you will get the keys and token needed to configure the module in Odoo."
msgid "First choose if you want to use the production or the sandbox eBay Site. Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert Key**. Apply the changes."
msgid "Once the page is reloaded, you need to synchronize information from eBay. Push on **Sync countries and currencies**, then you can fill in all the other fields."
msgid "Since September 2021, **eBay requires supporting customer account deletion/closure notifications**. As such, when eBay receives an account request for deletion, all eBay partners must confirm the reception of the request and take further action if necessary."
msgid "Odoo has a notification endpoint to receive those notifications, confirm the reception of the request, and handle the first set of actions to anonymize the account details in **Contacts** and remove the customer's access to the portal."
msgid "Make sure to correctly :ref:`set up your subscription to the marketplace account deletion notifications <ebay/subscribe-account-deletion-notifications>` as eBay may temporarily disable the related eBay account until the subscription is completed."
msgid "The endpoint details can be found in :menuselection:`Sales --> Configuration --> Settings --> eBay`. Click on *Generate Token* to retrieve your **Verification Token**."
msgid "After setting the retrieved endpoint details in eBay's dashboard, consider testing the connectivity with the **Send Test Notification** button."
msgid "If you have a lot of products, the eBay API can sometimes refuse some synchronization calls due to a time-based limit on the number of requests that eBay enforces."
msgid "To fix this issue, a new implementation mechanism has been developed; however this updated mechanism is disabled by default to avoid having the 2 systems running in parallel in existing installations."
msgid "Activate the new synchronization actions (*Ebay: get new orders* which runs every 15min by default and *Ebay: synchronise stock (for 'get new orders' synchronisation)* which runs once a day per default)"
msgid "A down payment is a partial payment made by the buyer when a sales contract is concluded. This implies both parties' (seller and buyer) full commitment to honor the contract."
msgid "With a down payment, the buyer pays a portion of the total amount owed while agreeing to pay the remaining amount at a later date. In turn, the seller provides goods or services to the buyer after accepting the down payment, trusting that the remaining amount will be paid later on."
msgid "When a sales order is confirmed, the option to create an invoice becomes available, via the :guilabel:`Create Invoice` button, located in the upper-left corner of the sales order form. When clicked, a :guilabel:`Create invoices` pop-up appears."
msgid "Once the desired down payment option is selected in the :guilabel:`Create Invoice` field, designate the desired amount (either as a percentage or fixed amount) in the :guilabel:`Down Payment Amount` field."
msgid "Then, select the appropriate income account for the invoice in the :guilabel:`Income Account` field, and add a tax amount, if necessary, in the :guilabel:`Customer Taxes` field. These settings will be reused for future down payments."
msgid "When a down payment is first requested, a new product called :guilabel:`Down payment` is created. This product is registered as a :guilabel:`Service` product, with an invoicing policy of :guilabel:`Ordered quantities`. This product can be edited and modified at any time."
msgid "For the following example, the flow involves a 50% amount down payment on a product with :guilabel:`Ordered quantities` as the invoicing policy."
msgid "When the order is confirmed (via the :guilabel:`Confirm` button), it's time to create/view the invoice, by clicking :guilabel:`Create Invoice`."
msgid "Then, on the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down Payment Amount` field. Lastly, click :guilabel:`Create and View Invoice` to create and view the invoice."
msgid "On the sales order, the option to view what the customer will see is available, via the :guilabel:`Customer Preview` smart button, and the :guilabel:`Invoice` button reveals the drafted invoice. In either case, the down payment is mentioned on both the sales order and draft invoice."
msgid "To confirm and register the first payment of the down payment, click the :guilabel:`Invoices` smart button to return to the invoice. On the :guilabel:`Customer Invoice` page, click :guilabel:`Confirm`, then :guilabel:`Register Payment` to open a :guilabel:`Register Payment` pop-up form."
msgid "On this form, select the appropriate :guilabel:`Journal` and confirm that the down payment amount is correct in the :guilabel:`Amount` field. Then, make any other modifications to the other fields, if necessary, before clicking :guilabel:`Create Payment`."
msgid "Now, when the customer wants to pay the remaining amount of the order, another invoice must be created. To do that, return to the sales order, and click :guilabel:`Create Invoice`."
msgid "If the remaining amount is ready to be paid, the :guilabel:`Regular Invoice` option should be selected, and the :guilabel:`Deduct down payments` option should *stay* selected. Then, click :guilabel:`Create and View Invoice`."
msgid "Doing so reveals a separate :guilabel:`Invoices` page, listing all the invoices for that specific sales order. Each invoice line item displays all the necessary information related to each invoice, along with the current :guilabel:`Payment Status`."
msgid "To complete the flow, select the invoice with the :guilabel:`Not Paid` status, which opens that invoice. On the invoice page, click :guilabel:`Confirm`, then :guilabel:`Register Payment`, and confirm that the remaining :guilabel:`Amount` is correct. Then, click :guilabel:`Create Payment`."
msgid "That pop-up window disappears, and a green :guilabel:`In Payment` banner is now present on the invoice. The line items on the invoice show that the total amount has been paid, including mentions of the down payment, and the flow is complete."
msgid "If a down payment is used with a product that has a :guilabel:`Delivered quantities` invoicing policy, the down payments will **not** be able to be deducted when it comes time to invoice the customer. This is because, due to the invoicing policy, the product(s) would have to be delivered *before* creating the final invoice."
msgid "If nothing has been delivered, a :guilabel:`Credit Note` is created, which cancels the draft invoice that was created after the down payment. To utilize the :guilabel:`Credit Note` option, the *Inventory* application must be installed, in order to confirm the delivery. Otherwise, the delivered quantity can be entered manually directly on the sales order."
msgid "To adjust the income account and customer taxes attached to a down payment, navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> Products --> Products`), search for the `Down Payment` product in the search bar, and select it to reveal the product detail page."
msgid "On the :guilabel:`Down Payment` product page, click :guilabel:`Edit`, then scroll down to the :guilabel:`General Information` tab. In this tab, the customer taxes can be modified in the :guilabel:`Customer Taxes` field."
msgid "To change or adjust the income account attached to the :guilabel:`Down Payment` product page, the *Accounting* app **must** be installed. With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes available on the product page. That tab will **not** be accessible without the *Accounting* app installed."
msgid "In the :guilabel:`Accounting` tab, the income account can be changed in the :guilabel:`Income Account` field, in the :guilabel:`Receivables` section. Once all desired changes are complete, click :guilabel:`Save`."
msgid "It often happens that your employees have to spend their personal money while working on a project for your client. Let's take the example of a consultant paying for a hotel to work on the site of your client. As a company, you would like to be able to invoice that expense to your client."
msgid "You should also activate the analytic accounts feature to link expenses to the sales order, to do so, go to :menuselection:`Invoicing --> Configuration --> Settings` and activate *Analytic Accounting*."
msgid "Under the invoicing tab, select *Delivered quantities* and either *At cost* or *Sales price* as well depending if you want to invoice the cost of your expense or a previously agreed on sales price."
msgid "The *Invoice what is ordered* rule is used as the default mode in Odoo *Sales*, which means customers are invoiced once the sales order is confirmed."
msgid "The *Invoice what is delivered* rule invoices customers once the delivery is done. This rule is often used for businesses that sell materials, liquids, or food in large quantities. In these cases, the ordered quantity may differ slightly from the delivered quantity, making it preferable to invoice the quantity actually delivered."
msgid "To activate the necessary invoicing policy features, go to :menuselection:`Sales app --> Configuration --> Settings`, and under the :guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: :guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is delivered`."
msgid "If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** possible to activate the :guilabel:`Automatic Invoice` feature, which automatically generates invoices when an online payment is confirmed."
msgid "On any product page, via the :menuselection:`Sales app --> Products --> Products dashboard`, locate the :guilabel:`Invoicing Policy` option located under the :guilabel:`General Information` tab. It can be changed manually using the drop-down menu."
msgid "In Odoo *Sales*, the basic sales flow starts with the creation of a quotation. Then, that quotation is sent to a customer. Next, it needs to be confirmed, which turns the quotation into a sales order. This, in turn, creates an invoice."
msgid ":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because the delivered quantity needs to be manually entered on the sales order. Or, the *Inventory* app can be installed and used to confirm the delivered quantity before creating an invoice with the *Sales* app."
msgid "If a user attempts to create an invoice without validating the delivered quantity, the following error message appears: :guilabel:`There is no invoiceable line. If a product has a Delivered quantities invoicing policy, please make sure that a quantity has been delivered.`"
msgid "Once a quotation is confirmed, and the status changes from :guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and invoiced quantities are available to view, directly from the sales order. This is true for both invoicing policy rule options."
msgid "Odoo automatically adds the quantities to the invoice, both :guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial delivery, when the quotation is confirmed."
msgid "Finally, there are a few different options to create an invoice: :guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`."
msgid "Milestone invoicing can be used for expensive or large-scale projects, with each milestone representing a clear sequence of work that will incrementally build up to the completion of the contract. This invoicing method is comfortable both for the company which is ensured to get a steady cash flow throughout the project lifetime and for the client who can monitor the project's progress and pay in several installments."
msgid "A *pro-forma invoice* is an abridged or estimated invoice sent in advance of a delivery of goods. It notes the kind and quantity of goods, their value, and other important information, such as weight and transportation charges."
msgid "Pro-forma invoices are commonly used as preliminary invoices with a quotation. They are also used for customs purposes during importation. They differ from a normal invoice in that they are not a demand (or request) for payment."
msgid "In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature **must** be activated. To do that, navigate to :menuselection:`Sales app --> Configuration --> Settings`, and in the :guilabel:`Quotations & Orders` section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, click :guilabel:`Save` to save all changes."
msgid "With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send a pro-forma invoice is now available on any quotation or sales order, via the :guilabel:`Send Pro-Forma Invoice` button."
msgid "When the :guilabel:`Send Pro-Forma Invoice` button is clicked, an email pop-up appears. The :guilabel:`Recipients` field is auto-populated with the customer from the sales order or quotation. Then, if needed, modify the :guilabel:`Subject` field and the body of the email. The pro-forma invoice is automatically added as an attachment to the email."
msgid "To preview what the pro-forma invoice looks like, click on the PDF at the bottom of the email pop-up window *before* clicking :guilabel:`Send`. When clicked, the pro-forma invoice is downloaded instantly. Open that PDF to view (and review) the pro-forma invoice."
msgid "Time and Materials is generally used in projects in which it is not possible to accurately estimate the size of the project, or when it is expected that the project requirements would most likely change."
msgid "This is opposed to a fixed-price contract in which the owner agrees to pay the contractor a lump sum for the fulfillment of the contract no matter what the contractors pay their employees, sub-contractors, and suppliers."
msgid "For this documentation I will use the example of a consultant, you will need to invoice their time, their various expenses (transport, lodging, ...) and purchases."
msgid "In *Project* you will use timesheets, to do so go to :menuselection:`Project --> Configuration --> Settings` and activate the *Timesheets* feature."
msgid "From a product page set as a service, you will find two options under the invoicing tab, select both *Timesheets on tasks* and *Create a task in a new project*."
msgid "You should also activate the analytic accounts feature to link expenses to the sales order, to do so, go to :menuselection:`Accounting --> Configuration --> Settings` and activate *Analytic Accounting*."
msgid "under the invoicing tab, select *Delivered quantities* and either *At cost* or *Sales price* as well depending if you want to invoice the cost of your expense or a previously agreed on sales price."
msgid "You will need the *Purchase Analytics* feature, to activate it, go to :menuselection:`Invoicing --> Configuration --> Settings` and select *Purchase Analytics*."
msgid "To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), first enable :guilabel:`Discounts, Loyalty & Gift Card` under :menuselection:`Sales app --> Configuration --> Settings --> Pricing section`. Once enabled, go to :menuselection:`Sales app --> Products --> Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card program."
msgid "eWallets allow customers to save credits on their online account and use these credits as a payment method when buying items in an online store or a brick-and-mortar store. eWallets can also be used to centralize multiple :ref:`gift cards <ewallet_gift/gift-cards>`."
msgid "Before creating an eWallet program, it is necessary to create an eWallet **top-up** product. Top-ups are pre-defined digital credit values added to an eWallet in exchange for its equivalent in real currency. These credits can then be used as a payment method in the eCommerce shop or :abbr:`PoS (Point of Sale)`. Top-up values can be of different amounts."
msgid "To create a top-up product, go to :menuselection:`Sales app --> Products --> Products` and :guilabel:`Create` a new product. On the product template, configure the options as follows:"
msgid "Once the top-up is created, go to :menuselection:`Sales app --> Products --> Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The following configuration options are available:"
msgid ":guilabel:`Email template`: select the email template used for the email sent to the customer. To create a new template, click on the field, select :guilabel:`Search More`, and then click :guilabel:`Create`."
msgid ":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which the program is valid and available. Leave this field empty to include all :abbr:`PoS (Point of Sale)`."
msgid "Once the program is configured, click the :guilabel:`Generate eWallet` button in the upper-left corner to generate eWallets. eWallets can be generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. The quantity is automatically adapted according to the :guilabel:`Customers` and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet value`. Finally, set the :guilabel:`Valid Until` period if applicable."
msgid "Generated eWallets can be accessed through the :guilabel:`eWallets` smart button in the upper-right corner. From there, :guilabel:`Send` or :guilabel:`Share` the eWallets via email or a URL link."
msgid "Click on an eWallet to change the :guilabel:`Expiration Date`, :guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an eWallet *cannot* be changed, deleted, or duplicated."
msgid "Gift cards can be purchased by customers, and in turn used as a payment method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`."
msgid "Before creating a new gift card program, it is necessary to first create gift cards as products. To do so, go to :menuselection:`Sales app --> Products --> Products` and :guilabel:`Create` a product. On the product template, configure the options as follows:"
msgid "Once the gift card product is created, go to :menuselection:`Sales app --> Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card program. The following configuration options are available:"
msgid ":guilabel:`Gift Card Products`: select the gift card product created earlier. Repeat the process if you created gift card products of different amounts."
msgid ":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift Card Information` template, or create a new template by clicking on the field, selecting :guilabel:`Search More`, and then clicking :guilabel:`Create`."
msgid "Once the program is configured, click the :guilabel:`Generate Gift Cards` button in the upper-left corner to generate gift cards. Gift cards can be generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected Customers`. Set the :guilabel:`Quantity to generate` for :guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or :guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the :guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period if applicable."
msgid "Generated gift cards can be accessed through the :guilabel:`Gift Cards` smart button in the upper-right corner. From there, :guilabel:`Send` or :guilabel:`Share` the gift cards via email or a URL link."
msgid "Click on a gift card to change the :guilabel:`Expiration Date`, :guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift card *cannot* be changed, deleted, or duplicated."
msgid "The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users to create discount and loyalty programs that customers can use for online and in-store shopping. These programs offer more varied, public, and time-sensitive pricing options than :doc:`pricelists </applications/sales/sales/products_prices/prices/pricing>`."
msgid "To begin using discount and loyalty programs, navigate to :menuselection:`Sales --> Configuration --> Settings`. Under the :guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & Gift Card` setting by checking the box next to the feature. Finally, click :guilabel:`Save` to save the changes."
msgid "If no discount or loyalty programs have been created yet, Odoo provides a choice of templates to help create the first program. Choose one of the template cards, or click :guilabel:`New` to create a new program from scratch."
msgid ":guilabel:`Points Unit`: Enter the name of the points used for the :guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit name *is* visible to the customer. This field is only available when the :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`."
msgid ":guilabel:`Validity`: Select the date until which the program is valid. Leave this field blank for no end date, meaning the program is always valid and does not expire."
msgid ":guilabel:`Limit Usage`: Check this box and enter a number to limit the number of times the program can be used during the :guilabel:`Validity` period."
msgid ":guilabel:`Point of Sale`: Select the point(s) of sale at which the program is available. Leave this field blank to make it available at all :abbr:`PoS (Point of Sale)`."
msgid "All of the existing cards, codes, coupons, etc. that have been generated for the program are accessible through the smart button located in the upper-right corner of the form."
msgid ":guilabel:`Buy X Get Y`: For every X item bought, the customer is granted 1 credit. After accumulating a specified amount of credits, the customer can trade them in to receive Y item."
msgid "In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to :guilabel:`Conditional rules` to add *conditions* to the program. This reveals a :guilabel:`Create Conditional rules` pop-up window."
msgid ":guilabel:`Discount Code`: Enter a custom code to be used for the :guilabel:`Discount Code` program, or use the default one generated by Odoo. This field is only available when the :guilabel:`Program Type` is set to :guilabel:`Discount Code`."
msgid ":guilabel:`Minimum Quantity`: Enter the minimum number of products that must be purchased in order to access the reward. Set the minimum quantity to at least `1` to ensure that the customer must make a purchase in order to access the reward."
msgid ":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with :guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in order to access the reward. If both a minimum quantity *and* minimum purchase amount are entered, then the customer's order must meet both conditions."
msgid ":guilabel:`Categories`: Select the category of products for which the program applies. Choose :guilabel:`All` to apply it to all product categories."
msgid ":guilabel:`Grant`: Enter the number of points the customer earns :guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` programs)."
msgid "Click :guilabel:`Save & Close` to save the rule and close the pop-up window, or click :guilabel:`Save & New` to save the rule and immediately create a new one."
msgid "In the :guilabel:`Rules & Rewards` tab of the program form, click :guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program. This reveals a :guilabel:`Create Rewards` pop-up window."
msgid ":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other options for reward configuration depend on the :guilabel:`Reward Type` selected."
msgid ":guilabel:`Discount`: Enter the discounted amount in either :guilabel:`percentage`, :guilabel:`currency per point`, or :guilabel:`currency per order`. Then, select whether the discount applies to the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the order, or only :guilabel:`Specific Products`."
msgid ":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this reward may grant as a discount. Leave this field at `0` for no limit."
msgid ":guilabel:`In exchange of`: Enter the number of points required to exchange for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` programs)."
msgid "Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> Settings`. As admin, you need *Adviser* access rights on Invoicing/Accounting apps."
msgid "To activate a new currency, go to :menuselection:`Accounting --> Configuration --> Currencies`, select it in the list and press *Activate* in the top-right corner. Now it will show up in currencies drop-down lists."
msgid "The conversion rates can be found in :menuselection:`Accounting --> Configuration --> Currencies`. They can be updated from Yahoo or the European Central Bank at your convenience: manually, daily, weekly, etc. See :menuselection:`Accounting --> Settings`."
msgid "Odoo has a powerful pricelist feature to support a pricing strategy tailored to your business. A pricelist is a list of prices or price rules that Odoo searches to determine the suggested price. You can set several criteria to use a specific price: periods, min. sold quantity (meet a minimum order quantity and get a price break), etc."
msgid "As pricelists only suggest prices, they can be overridden by vendors completing sales orders. Choose your pricing strategy from :menuselection:`Sales --> Settings`."
msgid "To apply several prices per product, select *Different prices per customer segment* in :menuselection:`Sales --> Settings`. Then open the *Sales* tab in the product detail form. You can settle following strategies."
msgid "The default pricelist applied to any new customer is *Public Pricelist*. To segment your customers, open the customer detail form and change the *Sale Pricelist* in the *Sales & Purchases* tab."
msgid "*Advanced pricing based on formula* allows to set price change rules. Changes can be relative to the product list/catalog price, the product cost price, or to another pricelist. Changes are calculated via discounts or surcharges and can be forced to fit within floor (minimum margin) and ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar or multiple of either (nearest 5 cents, nearest 10 dollars)."
msgid "Once installed go to :menuselection:`Sales --> Configuration --> Pricelists` (or :menuselection:`Website Admin --> Catalog --> Pricelists` if you use e-Commerce)."
msgid "Each pricelist item can be associated to either all products, to a product internal category (set of products) or to a specific product. Like in second option, you can set dates and minimum quantities."
msgid "Pricelists can be set by countries group. Any new customer recorded in Odoo gets a default pricelist, i.e. the first one in the list matching the country. In case no country is set for the customer, Odoo takes the first pricelist without any country group."
msgid "In case of discount, you can show the public price and the computed discount % on printed sales orders and in your eCommerce catalog. To do so:"
msgid "Import templates are provided in the **Import Tool** of the most common data to import (contacts, products, bank statements, etc.). You can open them with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, etc.)."
msgid "Don't change the labels of columns you want to import. Otherwise, Odoo won't recognize them anymore, and you will have to map them on your own in the import screen."
msgid "Feel free to add new columns, but the fields need to exist in Odoo. If Odoo fails in matching the column name with a field, you can match it manually when importing by browsing a list of available fields."
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, you need to import the records of the related object first from their own list menu."
msgid "You can do this using the name of the related record or its ID. 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)."
msgid "The product images are very useful in Odoo, for example, to quickly find a product or check if you scanned the right one, but it can be a bit painful to set up especially if you have a lot of products. **Google Custom Search** allows finding images automatically for your product, based on their barcode, keeping your focus on what matters in your business."
msgid "Go to the `Google Cloud Platform API & Services <https://console.developers.google.com/>`_ page to generate Google Custom Search API credentials. Log in with your Google account."
msgid "Go to `Google Programmable Search Engine <https://programmablesearchengine.google.com/>`_ and click on **Get Started**. Log in with your Google account."
msgid "Google doesn't allow to create a search engine without having entered at least one specific site to search on. You can put any website (e.g. www.google.com) for this step, we will remove it later."
msgid "Validate the form by clicking on **Create**. Then, go to the edition mode of the search engine that you created (either by clicking on **Control Panel** on the confirmation page or by clicking on the name of your Search Engine on the Home page)."
msgid "Go back to :menuselection:`Settings --> General Settings--> Integrations`, enter your **API Key** and **Search Engine ID** in **Google Images** settings and save again."
msgid "The action to automatically get your product images in Odoo appears in any Products or Product Variants list view. Here is a step-by-step guide from the Inventory app."
msgid "Go to the Products menu (:menuselection:`Products --> Products` or :menuselection:`Products --> Product Variants`) from any application that uses products like Inventory or Sales."
msgid "The background job process about 100 images in a minute. If you reach the quota authorized by Google (either with a free or a paid plan), the background job will put itself on hold for 24 hours and continue where it stopped the day before."
msgid "Product variants are used to give single products a variety of different characteristics, such as size and color. Products using variants can be managed at the product template level (for all attributes and variants of that product), and/or at the variant level (for individual variants)."
msgid "In this example, the **T-Shirt** is the product template, and **T-Shirt, S, Blue** is a product variant. **Color** and **size** are the attributes. **S** and **Blue** are values."
msgid "To use product variants, go to :menuselection:`Sales --> Configuration --> Settings --> Product Catalog`, and enable the :guilabel:`Variants` feature. Finally, click :guilabel:`Save` to apply the setting."
msgid "Attributes need to be created before product variants can be set up. Attributes can be accessed via :menuselection:`Sales --> Configuration --> Products --> Attributes`."
msgid "The order of attributes on the :guilabel:`Attributes` page dictates how they appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` dashboard, and :guilabel:`eCommerce` pages."
msgid "Then, select a :guilabel:`Display Type`, which determines how this product will be shown on the :guilabel:`eCommerce` page, :guilabel:`Point of Sale` dashboard, and :guilabel:`Product Configurator`."
msgid "Values should be added to an attribute before saving, but more values can be added at any time, if needed. To add a value, click :guilabel:`Add a line`. From there, you can:"
msgid "After an attribute is added to a product, a new tab appears on the attribute's page called :guilabel:`Related Products`. This tab lists every product in the database that is currently using the attribute."
msgid "After creating an attribute, use the attribute to create a product variant by going to :menuselection:`Sales --> Products --> Products`. Then, select an existing product and click :guilabel:`Edit`, or create a new product by clicking :guilabel:`Create`."
msgid "To add a new variant, click on the :guilabel:`Variants` tab, then click on :guilabel:`Add a line` to add any attributes and values. When all the attributes and values have been added, click :guilabel:`Save`."
msgid "With the above product template, there are 15 different t-shirt variants in three different colors and five different sizes. If the white t-shirts are not available in the XXL size, then that variant can be deactivated."
msgid "To deactivate a particular product variant, go to :menuselection:`Sales --> Products --> Products` and select the relevant product. Next, click on the :guilabel:`Configure` button next to the relevant attribute value. Then select the relevant value (in this example, the :guilabel:`White Color` attribute), and then click on :guilabel:`Edit`."
msgid "In the :guilabel:`Exclude for` section, click :guilabel:`Add a line` and select any product(s) and/or specific attribute values that are currently unavailable. Finally, click :guilabel:`Save` to apply the setting, and Odoo will automatically show the product variant as unavailable on the eCommerce page."
msgid "To do this, open :menuselection:`Sales --> Products --> Products`, and click on the relevant product. Next, click on :guilabel:`Configure Variants` to access the list of product variant values."
msgid "Then, click on a variant value, and :guilabel:`Edit`. In the :guilabel:`Value Price Extra` field, type in the additional cost for this particular value. This amount is added to the standard price. Finally, click :guilabel:`Save` to apply the extra price to the value."
msgid ":guilabel:`Barcode`: barcodes are associated with each variant instead of the product template. Each individual variant can have its own unique barcode/SKU."
msgid ":guilabel:`Price`: every product variant has its own public price, which is the sum of the product template price and any extra charges for particular attributes. For example, a red shirt's cost is $23 because the shirt's template price is $20, plus an additional $3 for the red color variant. Pricelist rules can be configured to apply to the product template or to the variant."
msgid ":guilabel:`Inventory`: inventory is counted for each individual product variant. On the product template form, the inventory reflects the sum of all variants, but the actual inventory is computed by individual variants."
msgid "To start a return, open the :guilabel:`Sales` app, navigate to the customer's sales order, and click on the :guilabel:`Delivery` smart button to open the associated delivery order."
msgid "On the validated delivery order, click :guilabel:`Return` to open the :guilabel:`Reverse Transfer` pop-up window. By default, the :guilabel:`Quantity` matches the validated quantities from the delivery order. Update the quantities if necessary. Click on the trash icon next to a line item to remove it from the return."
msgid "Next, click :guilabel:`Return` to confirm the return. This generates a new warehouse operation for the incoming returned product(s). Upon receiving the return, the warehouse team validates the warehouse operation. Then, on the original sales order, the :guilabel:`Delivered` quantity will reflect the difference between the initial validated quantities and the returned quantities."
msgid "Sometimes, customers return an item after they receive and/or pay for their invoice. In these cases, a return using only *Reverse Transfers* is insufficient since validated or sent invoices cannot be changed. However, *Reverse Transfers* can be used in conjunction with *Credit Notes* to complete the customer's return."
msgid "To start a return, navigate to the relevant sales order. If there is a payment registered on the sales order, then the payment details will appear in the Chatter, and the invoice (accessible through the :guilabel:`Invoices` smart button) will have a green banner across it."
msgid "From the sales order, click on the :guilabel:`Delivery` smart button to view the validated delivery order. Then, click :guilabel:`Return` to open the :guilabel:`Reverse Transfer` pop-up window. Next, edit the :guilabel:`Product` or :guilabel:`Quantity` as needed for the return, and then click :guilabel:`Return`. This generates a new warehouse operation for the incoming returned product(s), which is validated by the warehouse team once the return is received. Then, on the sales order, the :guilabel:`Delivered` quantity will reflect the difference between the initial validated quantities and the returned quantities."
msgid "To process a refund, navigate to the relevant invoice (from the sales order, click on the :guilabel:`Invoices` smart button). Click :guilabel:`Add Credit Note` from the validated invoice."
msgid "A :guilabel:`Reason` for the credit and a :guilabel:`Specific Journal` to use to process the credit can be specified. If a :guilabel:`Specific Reversal Date` is selected, then a :guilabel:`Refund Date` must also be selected."
msgid "After the information is filled in, click :guilabel:`Reverse`. Then, :guilabel:`Edit` the draft as needed, and finally, click :guilabel:`Confirm` to confirm the credit note."
msgid "In the Odoo *Sales* application, it is possible to set deadlines on sales quotations. Doing so encourages customers to act quickly during sales negotiations, for they might fear for missing out on a good deal. As well, deadlines also can also act as protection for a company in case an order has to be fulfilled at a price that is no longer profitable for the business."
msgid "On an Odoo *Sales* quotation, add an expiration date in the :guilabel:`Expiration` field located at the top of the quotation or sales order form."
msgid "To add an expiration date to a quotation, navigate to :menuselection:`Sales app`, and select a desired quotation, or create a new one by clicking :guilabel:`Create`."
msgid "On the quotation form, click :guilabel:`Edit` (if modifying a pre-existing quotation), and click the :guilabel:`Expiration` field. Doing so reveals a drop-down calendar, in which the month and date can be designated as the expiration date of the quotation."
msgid "The Odoo *Sales* application also makes it possible to add a deadline to every quotation template. Whenever a specific quotation template is used in a quote, its associated deadline is automatically applied."
msgid "To add a deadline to a quotation template, navigate to :menuselection:`Sales app --> Configuration --> Quotation Templates`, and either select the desired quotation template to which a deadline should be added, or click :guilabel:`Create` to build a new quotation template from scratch."
msgid "Then, add a specific number of days to the :guilabel:`Quotation expires after` field, located beneath the quotation template name. The number of days represents how long the quotation will be valid for, before it expires. When done, click :guilabel:`Save`."
msgid "By clicking the :guilabel:`Customer Preview` button on a quotation, Odoo clearly displays when that specific offer expires. As a reminder, the number of days is the same as those mentioned in the quotation template (if a quotation template was used for the initial quotation)."
msgid "People and businesses often use separate addresses for billing (invoicing) and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can have different specified addresses for delivery and invoicing."
msgid "To properly utilize multiple addresses in Odoo, go to :menuselection:`Sales app --> Configuration --> Settings` and scroll down to the :guilabel:`Quotations & Orders` heading. Then, check the box next to :guilabel:`Customer Addresses`, and click :guilabel:`Save`."
msgid "To add multiple addresses to a contact, go to :menuselection:`Sales app --> Orders --> Customers`, and clear any default filters from the search bar. Then, click on the desired customer to open their contact form."
msgid "From the contact form, click :guilabel:`Edit`, and then select :guilabel:`Add`, which is located under the :guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which additional addresses can be configured."
msgid "On the :guilabel:`Create Contact` pop-up form, start by clicking the default :guilabel:`Other Address` field to reveal a drop-down menu of address-related options."
msgid "Then, click :guilabel:`Save & Close` to save the address and close the :guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save the address and immediately input another one."
msgid "When a customer is added to a quotation, the :guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields autopopulate with the corresponding addresses specified on the customer's contact form."
msgid "The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be edited directly from the quotation by clicking the :guilabel:`Edit` button, and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons next to each address line."
msgid "In general, online payments are considered as a fast and secure alternative to traditional payment methods. It is generally cheaper, easier and faster than other payment methods. It is particularly useful and efficient for international transactions. With Odoo Sales, you can use online payments to get automatic orders confirmation. Online payments are made instantly, so it's very convenient and saves lots of time in a basic sales process."
msgid "There, you will have direct access to the **Payment Providers** page. It will allow you to select and configure your providers of choice. Before creating or modifying a payment provider, be sure to check out our documentation about how to be paid with payment providers such as :doc:`/applications/finance/payment_providers/paypal`, :doc:`/applications/finance/payment_providers/authorize`, and others in the :doc:`/applications/finance/payment_providers` documentation."
msgid "If you are familiar with this documentation: :doc:`quote_template`; you can activate or not the **Online Payment** feature for each template you use, under their confirmation tab."
msgid "After opening quotations from their received email, your customers will have different possibilities to make their online payments. For example:"
msgid "The Odoo *Sales* application provides customers with the ability to confirm orders via an online signature directly on the sales order. Once the sales order is electronically signed by the customer, the salesperson attached to the sales order is automatically notified that the order is confirmed."
msgid "To activate the *online signature* feature, go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to the :guilabel:`Quotations & Orders` heading, and activate the :guilabel:`Online Signature` feature by checking the box beside it. Then, click the :guilabel:`Save` button in the top-left corner."
msgid "When quotations are sent to clients, there's an option for them to :guilabel:`Sign & Pay` directly on the quotation in the online customer portal. When clicked, clients have the option to draw a signature, fill in the field with an automated signature, or load a file from their computer."
msgid "Once signed, the various payment method options become available. Then, when the quotation is paid and confirmed, a delivery order is automatically created (if the Odoo *Inventory* app is installed)."
msgid "The use of optional products is a marketing strategy that involves the cross-selling of products along with a core product. The aim is to offer useful and related products to customers, which may result in an increased sale."
msgid "For instance, if a customer wants to buy a car, they have the choice to order massaging seats, as well, or ignore the offer and simply buy the car. Presenting the choice to purchase optional products enhances the customer experience."
msgid "With the Odoo *Sales* application, it is possible to add or modify optional products directly on quotations by navigating to the :guilabel:`Optional Products` tab on a quotation form."
msgid "Click the :guilabel:`Customer Preview` button to reveal a preview of the quotation customers would receive via email, along with the optional products they have a chance of adding to their order."
msgid "In practice, customers are able to add different optional products to an order by clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the optional product line. If a customer selects all the optional products suggested, these additional items are automatically filled in on the quotation that is managed by the salesperson."
msgid "When the customer adds an optional product(s) to an order, the salesperson is instantly notified about the change, along with any other change the customer makes to an order. This allows salespeople to stay up-to-date with everything related to an order in the backend of the *Sales* application."
msgid "Be sure to review the documentation on how to :doc:`/applications/sales/sales/send_quotations/quote_template` to better understand how quotation templates work before reading the following information."
msgid "For quotation templates, just like a typical quotation form, there is also an :guilabel:`Optional Products` tab, wherein related products or services can be added to a quotation template."
msgid "To add optional products to a quotation template, navigate to :menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, either select an existing quotation template to edit, or create a new one by clicking :guilabel:`New`."
msgid "On the quotation form, click :guilabel:`Edit`, then click the :guilabel:`Optional Products` tab. Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, and select the desired product to add as an optional product to the quotation template."
msgid "It's best to offer optional products that would encourage a customer to add additional items to their order, or entice them to purchase a more expensive version of their initially selected product."
msgid "For example, if a customer purchases a wooden chair, some optional products could be: a warranty on that chair and/or a wooden chair with leather seats."
msgid "The products added in the :guilabel:`Optional Products` tab are present in the quotation, by default, whenever that particular quotation template is used."
msgid "To enable product variants on quotations and sales orders, go to :menuselection:`Sales --> Configuration --> Settings --> Product Catalog` and activate one or both of the :guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to apply the settings."
msgid "After saving the settings, configure the product form. Head over to :menuselection:`Sales --> Products --> Products` and select any product (or click :guilabel:`Create` to create a new one). On the product form, click :guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product Configurator` or :guilabel:`Order Grid Entry`. This selection determines which method is used to add the product to quotations or sales orders. Finally, click :guilabel:`Save` to apply the setting."
msgid "The product must have at least two variants (one attribute with two values) created in order for the :guilabel:`Sales Variant Selection` option to appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add attributes and values to this product and create product variants."
msgid "The :guilabel:`Product Configurator` appears on a quotation or sales order when products are added that have both variants configured and the :guilabel:`Product Configurator` option selected."
msgid "The :guilabel:`Product Configurator` lets salespeople choose exactly which product variant to add to the quotation or sales order using a format similar to online shopping. Color options display any HTML color codes set up in the :guilabel:`Color` attribute. Features with an additional cost will display the additional cost next to their name. Once the desired product variant attributes are selected, click :guilabel:`Add` to add the product variant to the quotation or sales order."
msgid "By default, the product variant attributes are displayed on the quotation or sales order in the :guilabel:`Description` column, but the :guilabel:`Product Variant` column can be added through the additional options menu (3 vertical dots icon)."
msgid ":guilabel:`Variant Grid Entries` appear on a quotation or sales order when products are added that have both variants configured and the :guilabel:`Order Grid Entry` option selected. Grid entry can streamline the process of creating large, varied quotations by letting salespeople enter exact quantities of each product variant all at once."
msgid ":guilabel:`Variant Grid Entry` displays a grid of every variant available for the selected product. Choose the exact quantities of each product variant for a quotation or sales order by typing in the number or using the arrows. :guilabel:`Not Available` is displayed when a particular variant has been deactivated in the database. Once all the product variants and their quantities have been set, click :guilabel:`Confirm` to add them to the quotation or sales order."
msgid "In Odoo *Sales*, salespeople have the ability to create reusable quotation templates for common product or service offerings that the business offers. By using these templates, quotations can be tailored and sent to customers at a much faster pace, without having to create new quotations from scratch every time a sales negotiation occurs."
msgid "Begin by activating the setting in :menuselection:`Sales app --> Configuration --> Settings`, and scroll to the :guilabel:`Quotations & Orders` heading."
msgid "In that section, check the box beside the :guilabel:`Quotation Templates` option. Doing so reveals a new :guilabel:`Default Template` field, in which a default quotation template can be chosen from a drop-down menu."
msgid "Also, upon activating the :guilabel:`Quotation Template` feature, an internal :guilabel:`➡️ Quotation Templates` link appears beneath the :guilabel:`Default Template` field. Clicking that link reveals the :guilabel:`Quotation Templates` page, from which templates can be created, viewed, and edited."
msgid "Consider activating the :guilabel:`Quotation Builder` option in the :guilabel:`Settings`, as well, which is located in the right column beside the :guilabel:`Quotation Templates` option. This feature aides in the design and customization of quotation templates."
msgid "Before leaving the :guilabel:`Settings` page, don't forget to click the :guilabel:`Save` button to activate the feature(s) and save all changes made during the session."
msgid "Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` page, or navigate to :menuselection:`Sales app --> Configuration --> Quotation Templates`. Both options reveal the :guilabel:`Quotation Templates` page, where quotation templates can be created, viewed, and edited."
msgid "To create a new quotation template, click the :guilabel:`Create` button, located in the upper-left corner. Doing so reveals a blank quotation template form that can be customized in a number of ways."
msgid "Start by entering a name for the template in the :guilabel:`Quotation Template` field. Then, in the :guilabel:`Quotation expires after` field, designate how many days the quotation template will remain valid for, or leave the field on the default `0` to keep the template valid indefinitely."
msgid "In the :guilabel:`Lines` tab, products can be added to the quotation template by clicking :guilabel:`Add a product`, organized by clicking `Add a section` (and dragging/dropping section headers accordingly), and further explained with discretionary information (such as warranty details, terms, etc.) by clicking :guilabel:`Add a note`."
msgid "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each compatible cross-selling product related to the original items in the :guilabel:`Lines` tab, if applicable. The products added here ideally compliment the original offering as added value for the prospective buyer."
msgid "Lastly, in the :guilabel:`Confirmation` tab, enable options, as needed, to require an :guilabel:`Online Signature` and/or an :guilabel:`Online Payment`, which each allow buyers to confirm orders automatically using the web portal view after the required action is taken."
msgid "There's also an option to add a :guilabel:`Confirmation Mail` to the quotation template, as well - meaning whenever this template is used, and an order is confirmed, an email is sent to the customer informing them that their order has been confirmed."
msgid "The following section on designing quotation templates only applies to databases that have the *Quotation Builder* feature enabled, which is accessible by following the :ref:`configuration steps above <sales/send_quotations/templates>`."
msgid "In the upper-left corner of the quotation template form, there's a :guilabel:`Design Template` button. When clicked, Odoo reveals a preview of the quotation template, as it will appear on the front-end of the website, with a :guilabel:`Template Header` specifying that this content will appear on all quotations using this specific template."
msgid "To edit the content, look, and overall design of the quotation template, click the :guilabel:`Edit` button in the upper-right corner. Doing so reveals a variety of design elements and feature-filled building blocks."
msgid "Drag and drop any desired building blocks onto the blank quotation template, and proceed to further customize the content to fit any business need. When all blocks and customizations are complete, click the :guilabel:`Save` button to put those configurations into place."
msgid "When creating a quotation (:menuselection:`Sales app --> Create`), choose a preconfigured template in the :guilabel:`Quotation Template` field drop-down menu."
msgid "To view what the customer will see, click the :guilabel:`Customer Preview` smart button to see how the quotation template will look on the front-end of the website."
msgid "Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new contracts <subscriptions/quotations>`, :doc:`upsell customers </applications/sales/subscriptions/upselling>`, keep the churn under control, and :doc:`generate reports </applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, :abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc."
msgid "Fill out the quotation normally, making sure to select a recurrence and an end date if necessary and adding :doc:`recurrent products </applications/sales/subscriptions/products>`."
msgid "You can define different invoice and delivery addresses by enabling the :doc:`Customer Addresses </applications/finance/accounting/customer_invoices/customer_addresses>` feature."
msgid "Send the quotation to the customer for confirmation by clicking on :guilabel:`Send by email`, or confirm it immediately by clicking on :guilabel:`Confirm`."
msgid "Click on :guilabel:`Customer Preview` to preview the customer portal where the customer can view their quotation, sign and pay it, and communicate with you."
msgid "You can require the customer to set an automatic payment method and pre-pay the subscription's first occurrence before they can confirm their quotation. To do so, go to the :guilabel:`Other Info` tab of the quotation and check the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field."
msgid "If you leave :guilabel:`Payment` unchecked, the customer doesn't have to pre-pay to start the subscription. This means that the payment is not automatic and that the customer must pay each invoice manually."
msgid "If the online confirmation requires a pre-payment, your customer can select only the :ref:`payment providers <payment_providers/supported_providers>` that have the :ref:`tokenization feature <payment_providers/features/tokenization>`. This ensures that the customer is automatically charged at each new period."
msgid "Now that your subscriptions are up and running, you want to stay up-to-date with your customers. Some automation would be appreciated since you would not want to go through the list of all your subscribers to check how things are going. This is what the *Automatic Alerts* feature is for."
msgid "For example, when customers subscribe to your magazine, you would probably want to send them an email to welcome them and express your gratitude. Or, if the satisfaction rate of your customers drops below 50%, you would probably want to schedule a call with them to understand the reasons for their dissatisfaction."
msgid "With **Odoo Subscriptions**, you can set automatic emails, create a \"Call\" task for one of your salespeople so that he/she can try to understand your customer's dissatisfaction, and finally, why not automatically send satisfaction surveys so customers can evaluate your services? All of that is now possible."
msgid "The following example shows how to create a new automatic alert to send satisfaction surveys to your customers, by email, after one month of subscription. To do so, go to :menuselection:`Subscriptions --> Configuration --> Alerts`, and create a new alert."
msgid "On the *Apply on* section, first give the alert a name. Then, you can choose to apply this alert on a subscription template, on a specific customer, or even on a specific product. If you want to add more specifications, you can also specify the value of your MRR, the change rate of your MRR over a certain period of time, the value of the satisfaction rate, and even the stage to which you want to apply this alert."
msgid "For the *Action* section, specify the *Action* and the *Trigger on*. If the *Trigger on* is set to *Modification*, the action is triggered every time there is a change or anything added to the subscription, and all the conditions on the *Apply on* section are met. Now, if the *Trigger on* is set to *Timed condition*, it means that the action is triggered based on the type of *Trigger date*. After that, you can choose your *Action*. You have the choice between *Create next activity*, *Set a tag on the subscription*, *Set a stage on the subscription*, *Mark as To Renew*, *Send an email to the customer* and *Send an SMS Text Message to the customer*."
msgid "In the example above, the *Trigger on* is set to *Timed condition*, therefore, a *Trigger date* and *Delay after trigger* need to be specified. And because the *Send an email to the customer* action was adopted, an *Email template* can be chosen."
msgid "As a result, this alert will send a rating survey after one month, to the customers who have purchased that specific product. The survey will appear in the chatter of your respective subscription."
msgid "This alert is applied to the *Rating Satisfaction* of your customers, and the action is triggered on *Timed condition*. If their satisfaction rate is lower than 50%, a salesperson contacts the customer. This action is automatically assigned to the salesperson who manages the subscription, and the due date is 5 days after the triggering of this action. This alert ensures that your clients are happy and that you are taking actions if they are not. It helps to keep your customer retention rates very high."
msgid "Losing a customer is always difficult, especially if you put a lot of effort into getting them to sign up for your products/services. However, many companies come up with dubious methods to reduce the probability of this happening."
msgid "If you adopt such methods, you are among companies that actively and indirectly spread the phobia of subscriptions, who do not think about how negatively dissatisfied customers could impact their business and, who frustrate the customers in a way or another. However, at some point, it is understandable that you do not want your customers to be involved in your subscription status."
msgid "If you do not adopt such methods, you are among companies that continue to evolve in a long-term subscription business model, especially in an era of ultra-fast communications between dissatisfied customers, and who retain their customers by making it easier for them to leave if they want to. By giving them the opportunity to close their own subscriptions, your customers do not feel trapped because they subscribed to your products/services."
msgid "In summary, the **Odoo Subscriptions** application gives you the **possibility to choose what you want to apply**. Indeed, you can decide whether to give your customers the option to close their subscriptions whenever they want to or to restrict this possibility. It depends on you and we will show you how to do that in our amazing application."
msgid "Go to :menuselection:`Subscriptions --> Configuration --> Subscription templates`. From there, you can create a new *Subscription template* or modify an existing one. When editing your template, underneath the Invoicing tab, you have the possibility to activate the option *Closable by customer*. Once enabled, this option gives your customers the right to close their own subscriptions."
msgid "Be sure to check out our documentation on how to :doc:`Use subscription templates <plans>` to fully understand the importance of this feature in a basic flow using the **Odoo Subscriptions** application."
msgid "Once confirmed, a quotation becomes a sales order and a new subscription is automatically created. Therefore, this subscription has the status *In progress*. From there, you have the possibility to close the subscription."
msgid "By using the smart button *Close*, you have to enter a close reason. For example, \"Subscription too expensive\", \"Subscription does not meet my requirements\", \"Subscription reached its end date\", etc. Immediately after confirming your close reason, you can observe that the status of the subscription is now *Closed* and that the close reason is mentioned on the subscription."
msgid "As previously explained in the *Administrator view* part, from the subscription form, you also have the possibility to visualize what your customers see when managing their subscriptions thanks to the *Customer preview* button. In this example, the customer has the choice to close his/her subscription whenever he/she wants to, due to the *Close Subscription* button."
msgid "By confirming the cancellation, the customer is redirected to his/her portal. The administrator is informed of this modification. Indeed, the status of the subscription becomes *Closed* and a note appears in the chatter with the new stage, the end date, the close reason, and the closing text added by the customer."
msgid "Before closing a subscription, check out our documentation on how to :doc:`Create a quotation using subscription products <../subscriptions>` to understand how subscriptions are managed in the **Odoo Subscriptions** application."
msgid "However, by default, the eCommerce product page only displays the shortest recurrence period listed in the :guilabel:`Time-based pricing` tab of the product form. For example, if a subscription product has *monthly* and *yearly* recurrence periods configured, then only the monthly price appears on the eCommerce page for that product by default."
msgid "To set up each recurrence period as a product variant, go to :menuselection:`Subscriptions --> Subscriptions --> Products` and select a product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add a line`."
msgid "Create an :guilabel:`Attribute` called `Billing Period` (or something similar) by typing in the name and clicking :guilabel:`Create`. This attribute name appears as the option heading on the product page of the eCommerce shop."
msgid "Next, create :guilabel:`Values` that correspond to the recurrence periods that are configured in the :guilabel:`Time-based pricing` tab of the product form. Type in the name of the recurrence period, then click :guilabel:`Create`. These value names appear as selectable options on the product page of the eCommerce shop."
msgid "Click on the :guilabel:`☁️ (cloud)` icon at the top of the page to save manually. After saving, a :guilabel:`Product Variants` column appears on the :guilabel:`Time-based pricing` tab. Assign the product variants to their corresponding recurrence periods and prices."
msgid "*Subscription plans* are :doc:`quotation templates </applications/sales/sales/send_quotations/quote_template>` used to preconfigure quotations with subscription products. Use subscription plans to quickly create subscription orders."
msgid "To configure subscription plans, go to :menuselection:`Subscriptions --> Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, or select an existing plan to edit it."
msgid ":guilabel:`Quotation expires after`: Enter the number of days after which the quotation expires, starting from the day the quotation is sent to the customer. Leave this field at zero for the quotation to never expire."
msgid ":guilabel:`Online Confirmation`: Check the boxes next to :guilabel:`Signature` or :guilabel:`Payment` to enable the customer to confirm their subscription order by signing or paying for the quotation. Enable both to leave the choice to the customer. Enable neither to only confirm the quotation in the backend."
msgid ":guilabel:`Confirmation Mail`: Select an :doc:`email template </applications/general/email_communication/email_template>` for the confirmation email that is automatically sent to the customer after the quotation is confirmed. Leave this field blank to send nothing."
msgid "To edit an existing email template, select one from the drop-down menu, then click on the :guilabel:`Internal link` arrow at the end of the line."
msgid ":guilabel:`Recurrence`: Select the recurrence period used for the plan. The recurrence periods available here are the same ones that are configured in :menuselection:`Subscriptions --> Configuration --> Recurrence Periods`."
msgid "If the duration is :guilabel:`Forever`, then the subscription plan will continually renew until either the customer or the company manually ends the subscription."
msgid "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` date, which determines the amount of time after which the subscription will automatically end."
msgid ":guilabel:`Self Closable`: Check this box to enable the customer to terminate their subscription from the :doc:`customer portal </applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
msgid ":guilabel:`Invoicing Journal`: Select the accounting journal in which invoices for this subscription plan are recorded. Leave this field blank to use the sales journal with the lowest sequence."
msgid "In the :guilabel:`Lines` tab, create the order lines for the quotation. Click :guilabel:`Add a product`, select a product to include in the plan, and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add as many products as desired to the order lines."
msgid "In the :guilabel:`Optional Products` tab, enter any optional products that the customer can add to their quotation before confirming the order."
msgid "If the subscription plan has unique :doc:`terms and conditions </applications/finance/accounting/customer_invoices/terms_conditions>`, add them in the :guilabel:`Terms & Conditions` tab. If terms conditions are specified on a plan, these will be used instead of the default terms and conditions set up in the *Sales* app settings."
msgid "From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to create a new quotation. Then, select a subscription plan in the :guilabel:`Subscription Plan` field."
msgid "The :guilabel:`Recurrence`, products, and other information from the plan are automatically filled in. The quotation can then be modified further as needed."
msgid "From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new quotation. Then, select a subscription plan in the :guilabel:`Quotation Template` field."
msgid "All subscription orders will appear on the :guilabel:`Subscriptions` dashboard regardless of whether they were created in the *Subscriptions* app or the *Sales* app."
msgid "By integrating closely with the Odoo *Sales* app, the *Subscriptions* app enables users to sell subscription products alongside regular sales products. While regular products are sold on a one-time basis, subscription products are sold on a renewing basis, generating recurring revenue."
msgid "Recurrence periods are the time periods in which subscriptions renew. They designate how often the customer pays for (and receives) subscription products."
msgid "The *Subscriptions* app comes with some basic recurrence periods already configured: Daily, Monthly, Quarterly, Weekly, Yearly, 3 Years, and 5 Years. These can be edited as needed, and any number of new recurrence periods can be added."
msgid "To create a new recurrence period, click :guilabel:`New` on the recurrence periods dashboard. Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the recurrence period, and select the :guilabel:`Unit` that defines the duration."
msgid "To create a recurrence period for a subscription that will renew every two weeks, set the :guilabel:`Duration` to `2` and the :guilabel:`Unit` to `Weeks`."
msgid "To create a new subscription product, navigate to the :menuselection:`Subscriptions` app. Then go to :menuselection:`Subscriptions --> Products`, and click :guilabel:`New` to create a new product. Enter a :guilabel:`Product Name`."
msgid "The :guilabel:`Product Type` for the new product is automatically set to :guilabel:`Service`. Subscription products can be set to other types as well; however, they currently *cannot* be set to :guilabel:`Storable Product`."
msgid "The new product automatically has the :guilabel:`Recurring` checkbox activated. This enables Odoo to recognize it as a subscription product. Be sure to leave the :guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled."
msgid "Click :guilabel:`Add a price` to begin defining recurring prices. In the :guilabel:`Period` column, select a recurrence period. In the :guilabel:`Price` column, enter the price for that recurrence period."
msgid "An existing product can be made into a subscription product simply by marking it as :guilabel:`Recurring` and configuring :guilabel:`Time-based pricing` on the product form."
msgid "A subscription product can still be sold as a regular product by adding it to a quotation and *not* selecting a :guilabel:`Recurrence` on the quotation."
msgid "Use :doc:`pricelists </applications/sales/sales/products_prices/prices/pricing>` with subscription products to give special pricing to customers included in pricelists. This can be configured either in the :guilabel:`Time-based pricing` tab of the product form, or on the pricelist form in the *Sales* app."
msgid "To create recurring price rules for specific pricelists in the :guilabel:`Time-based pricing` tab of the product form, select a pricelist in the :guilabel:`Pricelist` column."
msgid "Time-based pricing rules can also be configured directly on the pricelist form. To do this, go to :menuselection:`Sales --> Products --> Pricelists` and select a pricelist (or click :guilabel:`New` to create a new pricelist). In the :guilabel:`Time-based rules` tab, click :guilabel:`Add a line`."
msgid "Then, select a subscription product in the :guilabel:`Products` column, and select a recurrence period in the :guilabel:`Period` column. Enter a :guilabel:`Price` for that particular product and period. Add as many lines as needed."
msgid "When :guilabel:`Time-based rules` are added to the pricelist form, the :guilabel:`Time-based pricing` tab of the product form is automatically updated."
msgid "The key feature of a subscription business model is the recurring nature of payments. In this model, customers pay a recurring amount in exchange for access to a product or a service."
msgid "Each subscriber experiences this renewal process monthly, annually, or sometimes more, depending on the duration of the contract. Most subscription companies choose to automate their renewal processes but, in some cases, manual subscription renewals are still the preferred option."
msgid "With **Odoo Subscriptions**, you can have all your subscriptions in one application, suggest an automatic subscription renewal to your customers (as well as a manual one) and, finally, filter all your subscriptions and easily find those to renew (with the help of the tag *To renew*)."
msgid "Before renewing a subscription, be sure to check out our documentation on how to :doc:`Create a quotation <../subscriptions>` using subscription products. Indeed, once confirmed, a quotation becomes a sales order and a new subscription is automatically created. Therefore, this subscription has the status *In progress*. From there, you have the possibility to renew the subscription. In the Other Info tab, underneath the To Renew section, you can activate the *To renew* option. When activated, a yellow tag automatically appears in the upper right corner of the subscription."
msgid "The *To renew* tag is automatically ticked when a payment fails. This indicator also appears on the customer portal. To visualize that, you just have to click on the *Customer preview* button. The tag *To renew* appears on the top right corner."
msgid "When a subscription needs to be renewed, you have the possibility to use a new button called *Renewal quotation*. By clicking on it, a new quotation is created. From there, start a basic sales flow allowing you to send the quotation by email to your customers or to confirm it. It is better to first *Send by email* the quotation to your customers in order to have their confirmation and, then, *Confirm* it in **Odoo Sales**."
msgid "In the Chatter of this new quotation, it is mentioned that \"This renewal order has been created from the previous subscription\". Once confirmed by your customers, this quotation becomes a sales order and a new sale is mentioned in the upper right corner of the subscription."
msgid "By clicking on the *Sales* button, you have a summary of your sales orders in a list view. The only difference between your two quotations is the description underneath the *Subscription Management* category. There, you can easily visualize which one is your renewal."
msgid "Finally, if you want to visualize all your subscriptions and easily find those to renew, you can go to your *Subscriptions dashboard* and use the filter *To renew*."
msgid "As we know, understanding how our business is going, and where it is going, is key to success. And particularly so when we offer subscription services or products."
msgid "Before getting to the heart of the matter, it is very important to recall certain essential concepts to the proper understanding of the following reports:"
msgid "**Monthly Recurring Revenue (MRR)**: MRR is arguably the most important metric for subscription businesses. It shows the monthly revenue earned with subscription-based products or services. It is a consistent number used to track all recurring revenue over time, in monthly increments."
msgid "**Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based on the current MRR, to estimate the coming year's performance. However, this estimation does not take variations and growth into account."
msgid "**Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything else than subscription-based products or services. This includes gains of a rare or unique nature that are unlikely to occur in the ordinary course of businesses."
msgid "**Customer Retention**: Practices to engage existing customers to continue buying products or services from your business. Customer retention can be a challenge, because you must prove you are worthy of your customers' trust."
msgid "**Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the churn rate can be defined, in this case, as the percentage of subscribers who discontinued their subscriptions within a given time period. We can distinguish two types of Churn:"
msgid "**Customer Lifetime Value (CLV)**: Indicates how much revenue can be expected for a customer during his/her entire contract. This approach emphasizes the importance of customer retention, shifting our focus from a quarterly or yearly approach to a long-term one."
msgid "Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From there, you can change the *Measures*. By default, Odoo uses the *Monthly Recurring Revenue*. In addition to that, you can choose *Quantity*, *Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example, *Quantity* is added. This way, you can review both of these measures at the same time. You can even *Group By Start Date* and, more precisely, by *Week*, to get a clear view of your report."
msgid "Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The default measure applied is *Count*, but you can change to the appropriate one for you. For the example below, *Monthly Recurring Revenue* was chosen, and the *Month* periodicity remains intact. By using these criteria, you can see the progression of the retention from its start."
msgid "Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From there, you can check different KPIs: *Monthly Recurring Revenue*, *Net Revenue*, *Non-Recurring Revenue*, *Revenue per Subscription*, *Annual Run-Rate*, *Lifetime Value*, and more. You can also filter this information on subscriptions, companies, and sales teams. This is useful if you are looking for specific information."
msgid "The example below shows the *Monthly Recurring Revenue* detailed report. At the moment, there is no data, which is the typical scenario for a new business. But, as your company grows over the months, these graphs get populated with more and more data. Once again, you can filter these specific KPIs on subscriptions, companies, and sales teams."
msgid "Go to :menuselection:`Subscriptions --> Reporting --> Salesperson Dashboard`. This page gives you a summary of your *Monthly Recurring Revenue*, *Non-Recurring Revenue*, *Subscription modifications*, and *Non-Recurring Invoices* for each of your salespeople. You can choose the period you want to apply and the salesperson you want to analyze."
msgid "Subscriptions are recurrent and go on indefinitely. As time passes by, our customers may want to modify them. We must then be able to adapt the prices or change the products’ quantities to accommodate their needs. Two situations can happen:"
msgid "**Loyal customers:** This kind of customers already trust you as a brand. Therefore, you are confident regarding what you offer since they keep paying for your products and services. Consequently, it is easier to sell them something additional than it would be to a new customer."
msgid "**New customers:** For this kind of customers, you have to come with something new, something attractive. What about discounts? Typically, every subscription ends after a certain given time. Making these types of offers for new customers strengthens your relationships with them and also increases their retention."
msgid "As previously explained, to upsell a subscription to new customers, it is recommended to offer *Discounts*. To activate this option, go to :menuselection:`Sales --> Configuration --> Settings` and, under the *Pricing* category, you have the possibility to grant discounts on sales order lines."
msgid "Before upselling a subscription, be sure to check out our documentation on how to :doc:`Create a quotation <../subscriptions>` using subscription products. Indeed, once confirmed, a quotation becomes a sales order and a new subscription is automatically created. Therefore, this subscription has the status *In progress*. From there, you have the possibility to upsell your subscription."
msgid "By using the smart button *Upsell*, you are able to create a new quotation with new subscription products and send it to your customers for approval."
msgid "When the quotation is confirmed by your customers, the products are added to the initial subscription. Quotation prices are, then, prorated to the remaining time of the current invoicing period."
msgid "Of course, before sending this new quotation to your customers, you can change the unit price, taxes, and, even the discount you want to offer. The smart button *Customer preview* is useful for mimicking the customer's reaction. In this case, we can confidently say that the customer will *Sign and pay* this new quotation. When it is done, you have to go back in edit mode, confirm the quotation, and click on the smart button *Subscriptions* to visualize all updates. From there, you can see that an additional line has been added to the subscription with the new extra service the customer wanted to purchase."
msgid "The only difference between your two sales orders is the description underneath the *Subscription Management* category. There, you can easily visualize which one is your upselling."
