2024-04-07 01:41:11 +02:00
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# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# Wil Odoo, 2024
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# Alina Lisnenko <alina.lisnenko@erp.co.ua>, 2024
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-03-21 15:48+0000\n"
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"PO-Revision-Date: 2024-04-04 12:31+0000\n"
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"Last-Translator: Alina Lisnenko <alina.lisnenko@erp.co.ua>, 2024\n"
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"Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: uk\n"
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"Plural-Forms: nplurals=4; plural=(n % 1 == 0 && n % 10 == 1 && n % 100 != 11 ? 0 : n % 1 == 0 && n % 10 >= 2 && n % 10 <= 4 && (n % 100 < 12 || n % 100 > 14) ? 1 : n % 1 == 0 && (n % 10 ==0 || (n % 10 >=5 && n % 10 <=9) || (n % 100 >=11 && n % 100 <=14 )) ? 2: 3);\n"
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#: ../../content/applications/essentials.rst:3
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msgid "Odoo essentials"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:3
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msgid "Activities"
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msgstr "Дії"
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#: ../../content/applications/essentials/activities.rst:5
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msgid ""
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"*Activities* are follow-up tasks tied to a record in an Odoo database. "
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"Activities can be scheduled on any page of the database that contains a "
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"chatter thread, kanban view, list view, or activities view of an "
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"application."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:10
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msgid "Schedule activities"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:12
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msgid ""
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"One way that activities are created is by clicking the :guilabel:`Schedule "
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"Activity` button, located at the top of the *chatter* on any record. On the "
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"pop-up window that appears, select an :guilabel:`Activity Type` from the "
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"drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:17
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msgid ""
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"Individual applications have a list of *Activity Types* dedicated to that "
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"application. For example, to view and edit the activities available for the "
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"*CRM* application, go to :menuselection:`CRM app --> Configuration --> "
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"Activity Types`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:21
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msgid ""
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"Enter a title for the activity in the :guilabel:`Summary` field, located in "
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"the :guilabel:`Schedule Activity` pop-up window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:24
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msgid ""
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"To assign the activity to a different user, select a name from the "
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":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the "
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"activity is automatically assigned."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:27
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msgid ""
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"Lastly, feel free to add any additional information in the optional "
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":guilabel:`Log a note...` field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:30
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msgid ""
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"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up "
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"window auto-populates based on the configuration settings for the selected "
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":guilabel:`Activity Type`. However, this date can be changed by selecting a "
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"day on the calendar in the :guilabel:`Due Date` field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:34
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msgid "Lastly, click one of the following buttons:"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:36
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msgid ""
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":guilabel:`Schedule`: adds the activity to the chatter under "
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":guilabel:`Planned activities`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:37
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msgid ""
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":guilabel:`Mark as Done`: adds the details of the activity to the chatter "
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"under :guilabel:`Today`. The activity is not scheduled, it is automatically "
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"marked as completed."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:39
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msgid ""
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":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` "
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"marked as done, and opens a new activity window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:41
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msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of CRM leads and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:47
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msgid ""
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"Depending on the activity type, the :guilabel:`Schedule` button may be "
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"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` "
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"button."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:50
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msgid ""
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"Scheduled activities are added to the chatter for the record under "
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":guilabel:`Planned activities`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:55
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msgid ""
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"Activities can also be scheduled from the kanban, list, or activities view "
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"of an application."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:59
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msgid "Kanban view"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:61
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msgid ""
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"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
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"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill "
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"out the pop-up form."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Kanban view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:67
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msgid "List view"
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msgstr "Список перегляду"
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#: ../../content/applications/essentials/activities.rst:69
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msgid ""
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"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 "
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"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already "
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"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 "
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"(phone)` or an :guilabel:`✉️ (envelope)` icon."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid "List view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:76
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msgid "Activity view"
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2024-04-14 01:40:57 +02:00
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msgstr "Перегляд дії"
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2024-04-07 01:41:11 +02:00
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#: ../../content/applications/essentials/activities.rst:78
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msgid ""
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"To open the activity view for an application, select the :guilabel:`🕘 "
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"(clock)` icon from the menu bar anywhere in the database. Select any "
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"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` "
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"icon for the desired app."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Activity menu drop down with focus on where to open activity view for CRM."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:85
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msgid ""
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"Select a record on which to schedule an activity. Move across the row to "
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"find the desired activity type, then click the :guilabel:`＋ (plus sign)`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid ""
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"Activity view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:92
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msgid ""
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"Activity colors, and their relation to an activity's due date, is consistent"
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" throughout Odoo, regardless of the activity type, or the view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:95
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msgid ""
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"Activities that appear in **green** indicate a due date sometime in the "
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"future."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:96
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msgid "**Yellow** indicates that the activity's due date is today."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:97
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msgid ""
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"**Red** indicates that the activity is overdue and the due date has passed."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:99
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msgid ""
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"For example, if an activity is created for a phone call, and the due date "
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"passes, the activity appears with a red phone in list view, and a red clock "
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"on the kanban view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:103
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msgid "View scheduled activities"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:105
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msgid ""
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"To view scheduled activities, open either the :menuselection:`Sales app` or "
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":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located "
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"to the far-right side of the other view options."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:108
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msgid ""
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"Doing so opens the activities menu, showcasing all the scheduled activities "
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"for the user, by default. To show all activities for every user, remove the "
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":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:112
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msgid ""
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"To view a consolidated list of activities separated by the application where"
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" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on"
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" the header menu to see the activities for that specific application in a "
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"drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:116
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msgid ""
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"The possibility to :guilabel:`Add new note` and :guilabel:`Request a "
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"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘"
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" (clock)` icon on the header menu is clicked."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of CRM leads page emphasizing the activities menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:123
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msgid "Configure activity types"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:125
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msgid ""
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"To configure the types of activities in the database, go to "
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":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst-1
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msgid "View of the settings page emphasizing the menu activity types."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:131
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msgid ""
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|
|
"Doing so reveals the :guilabel:`Activity Types` page, where the existing "
|
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|
|
"activity types are found."
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msgstr ""
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|
#: ../../content/applications/essentials/activities.rst:133
|
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msgid ""
|
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|
|
"To edit an existing activity type, select it from the list, then click "
|
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|
|
":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`."
|
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|
|
msgstr ""
|
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|
#: ../../content/applications/essentials/activities.rst:136
|
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|
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msgid ""
|
|
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|
"At the top of a blank activity type form, start by choosing a "
|
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|
":guilabel:`Name` for the new activity type."
|
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|
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msgstr ""
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|
#: ../../content/applications/essentials/activities.rst-1
|
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msgid "New activity type form."
|
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msgstr ""
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|
|
#: ../../content/applications/essentials/activities.rst:143
|
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msgid "Activity settings"
|
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:146
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msgid "Action"
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|
msgstr "Дія"
|
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#: ../../content/applications/essentials/activities.rst:148
|
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msgid ""
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|
"The *Action* field specifies the intent of the activity. Some actions "
|
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|
|
|
"trigger specific behaviors after an activity is scheduled."
|
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:151
|
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|
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msgid ""
|
|
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|
"If :guilabel:`Upload Document` is selected, a link to upload a document is "
|
|
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|
|
|
"added directly to the planned activity in the chatter."
|
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msgstr ""
|
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|
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#: ../../content/applications/essentials/activities.rst:153
|
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|
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msgid ""
|
|
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|
"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users "
|
|
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|
|
|
"have the option to open their calendar to schedule a time for this activity."
|
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msgstr ""
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|
|
#: ../../content/applications/essentials/activities.rst:155
|
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|
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msgid ""
|
|
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|
|
"If :guilabel:`Request Signature` is selected, a link is added to the planned"
|
|
|
|
|
|
" activity in the chatter that opens a signature request pop-up window."
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/essentials/activities.rst:159
|
|
|
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|
|
msgid ""
|
|
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|
|
"The actions available to select on an activity type vary, depending on the "
|
|
|
|
|
|
"applications currently installed in the database."
|
|
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|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:163
|
|
|
|
|
|
msgid "Default user"
|
|
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|
|
|
msgstr "Типовий користувач"
|
|
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|
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|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:165
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To automatically assign this activity to a specific user when this activity "
|
|
|
|
|
|
"type is scheduled, choose a name from the :guilabel:`Default User` drop-down"
|
|
|
|
|
|
" menu. If this field is left blank, the activity is assigned to the user who"
|
|
|
|
|
|
" creates the activity."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:170
|
|
|
|
|
|
msgid "Default summary"
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:172
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To include notes whenever this activity type is created, enter them into the"
|
|
|
|
|
|
" :guilabel:`Default Summary` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:176
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The information in the :guilabel:`Default User` and :guilabel:`Default "
|
|
|
|
|
|
"Summary` fields are included when an activity is created. However, they can "
|
|
|
|
|
|
"be altered before the activity is scheduled or saved."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:181
|
|
|
|
|
|
msgid "Next activity"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:183
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To automatically suggest, or trigger, a new activity after an activity has "
|
|
|
|
|
|
"been marked complete, the :guilabel:`Chaining Type` must be set."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:187
|
|
|
|
|
|
msgid "Suggest next activity"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:189
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next "
|
|
|
|
|
|
"Activity`. Upon doing so, the field underneath changes to: "
|
|
|
|
|
|
":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to "
|
|
|
|
|
|
"select any activities to recommend as follow-up tasks to this activity type."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:193
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:220
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In the :guilabel:`Schedule` field, choose a default deadline for these "
|
|
|
|
|
|
"activities. To do so, configure a desired number of :guilabel:`Days`, "
|
|
|
|
|
|
":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur "
|
|
|
|
|
|
":guilabel:`after completion date` or :guilabel:`after previous activity "
|
|
|
|
|
|
"deadline`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:198
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:225
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"This :guilabel:`Schedule` field information can be altered before the "
|
|
|
|
|
|
"activity is scheduled."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:200
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:227
|
|
|
|
|
|
msgid "When all configurations are complete, click :guilabel:`Save`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
|
msgid "Schedule activity popup with emphasis on recommended activities."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:206
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest "
|
|
|
|
|
|
"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, "
|
|
|
|
|
|
"users are presented with recommendations for activities as next steps."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:211
|
|
|
|
|
|
msgid "Trigger next activity"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:213
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` "
|
|
|
|
|
|
"immediately launches the next activity once the previous one is completed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:216
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining "
|
|
|
|
|
|
"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the "
|
|
|
|
|
|
":guilabel:`Trigger` field drop-down menu, select the activity that should be"
|
|
|
|
|
|
" launched once this activity is completed."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Schedule new activity popup with emphasis on Done and launch next button."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:233
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger"
|
|
|
|
|
|
" Next Activity`, marking the activity as `Done` immediately launches the "
|
|
|
|
|
|
"next activity listed in the :guilabel:`Trigger` field."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:238
|
|
|
|
|
|
msgid ":doc:`/applications/productivity/discuss`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/activities.rst:239
|
|
|
|
|
|
msgid ":doc:`/applications/productivity/discuss/team_communication`"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:3
|
|
|
|
|
|
msgid "Export and import data"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:8
|
|
|
|
|
|
msgid "Export data from Odoo"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:10
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When working with a database, it sometimes is necessary to export your data "
|
|
|
|
|
|
"in a distinct file. Doing so can help to do reporting over your activities "
|
|
|
|
|
|
"(even if Odoo offers a precise and easy reporting tool with each available "
|
|
|
|
|
|
"application)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:14
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With Odoo, you can export the values from any field in any record. To do so,"
|
|
|
|
|
|
" activate the list view on the items that need to be exported, click on "
|
|
|
|
|
|
"*Action*, and, then, on *Export*."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
|
msgid "view of the different things to enable/click to export data"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Pretty simple, this action still comes with some specificities. In fact, "
|
|
|
|
|
|
"when clicking on *Export*, a pop-up window appears with several options for "
|
|
|
|
|
|
"the data to export:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst-1
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"overview of all the options to take into account when exporting data in Odoo"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:30
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"With the *I want to update data* option ticked, the system only shows the "
|
|
|
|
|
|
"fields which can be imported. This is very helpful in case you want to "
|
|
|
|
|
|
"update existing records. Basically, this works like a filter. Leaving the "
|
|
|
|
|
|
"box unticked gives way more field options because it shows all the fields, "
|
|
|
|
|
|
"not just the ones which can be imported."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When exporting, you can choose between two formats: .csv and .xls. With "
|
|
|
|
|
|
".csv, items are separated with a comma, while .xls holds information about "
|
|
|
|
|
|
"all the worksheets in a file, including both content and formatting."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:39
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Those are the items you may want to export. Use the arrows to display more "
|
|
|
|
|
|
"sub-field options. Of course, you can use the search bar to find specific "
|
|
|
|
|
|
"fields more easily. To use the search option more efficiently, display all "
|
|
|
|
|
|
"the fields by clicking on all the arrows!"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:44
|
|
|
|
|
|
msgid "The + button is there to add fields to the \"to export\" list."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:45
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The \"handles\" next to the selected fields allow you to move the fields up "
|
|
|
|
|
|
"and down to change the order in which they must be displayed in the exported"
|
|
|
|
|
|
" file."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:48
|
|
|
|
|
|
msgid "The trashcan is there if you need to remove fields."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:49
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For recurring reports, it might be interesting to save export presets. "
|
|
|
|
|
|
"Select all the needed ones and click on the template bar. There, click on "
|
|
|
|
|
|
"*New template* and give a name to yours. The next time you need to export "
|
|
|
|
|
|
"the same list, simply select the related template."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:56
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"It’s good to keep the field’s external identifier in mind. For example, "
|
|
|
|
|
|
"*Related Company* is equal to *parent_id*. Doing so helps export only what "
|
|
|
|
|
|
"you would like to import next."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:63
|
|
|
|
|
|
msgid "Import data into Odoo"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:66
|
|
|
|
|
|
msgid "How to start"
|
|
|
|
|
|
msgstr "З чого почати?"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:68
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msgid ""
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"You can import data on any Odoo's business object using either Excel (.xlsx)"
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" or CSV (.csv) formats: contacts, products, bank statements, journal entries"
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" and even orders!"
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msgstr ""
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"Ви можете імпортувати дані в систему Odoo, використовуючи формат Excel "
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"(.xlsx) або CSV (.csv): контакти, товари, банківські виписки, записи в "
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"журналі та навіть замовлення!"
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#: ../../content/applications/essentials/export_import_data.rst:72
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msgid ""
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"Open the view of the object you want to populate and click on "
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":menuselection:`Favorites --> Import records`."
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msgstr ""
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#: ../../content/applications/essentials/export_import_data.rst:78
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msgid ""
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"There you are provided with templates you can easily populate with your own "
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"data. Such templates can be imported in one click; The data mapping is "
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"already done."
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msgstr ""
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"Вам надаються шаблони, які можна легко заповнити власними даними. Такі "
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"шаблони можна імпортувати одним кліком; Відображення даних вже виконано."
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#: ../../content/applications/essentials/export_import_data.rst:83
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msgid "How to adapt the template"
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msgstr "Як адаптувати шаблон?"
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#: ../../content/applications/essentials/export_import_data.rst:85
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msgid "Add, remove and sort columns to fit at best your data structure."
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msgstr ""
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"Додайте, видаліть та відсортуйте стовпці, щоби найкраще відповідати "
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"структурі даних."
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#: ../../content/applications/essentials/export_import_data.rst:86
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msgid "We advise to not remove the **ID** one (see why in the next section)."
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msgstr "Ми радимо не видаляти **ID** (Чому? Дивіться в наступному розділі)."
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#: ../../content/applications/essentials/export_import_data.rst:87
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#: ../../content/applications/essentials/export_import_data.rst:376
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msgid ""
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"Set a unique ID to every single record by dragging down the ID sequencing."
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msgstr ""
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"Встановіть унікальний ID для кожного окремого запису, перетягнувши "
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"послідовність ID."
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#: ../../content/applications/essentials/export_import_data.rst:92
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msgid ""
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"When you add a new column, Odoo might not be able to map it automatically if"
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" its label doesn't fit any field in Odoo. Don't worry! You can map new "
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"columns manually when you test the import. Search the list for the "
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"corresponding field."
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msgstr ""
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"Коли ви додасте новий стовпець, Odoo, можливо, не зможе його автоматично "
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"помітити, якщо його мітка не підходить для будь-якого поля в Odoo. Не "
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"хвилюйтеся! Ви можете вставляти нові стовпці вручну під час перевірки "
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"імпорту. Знайдіть список відповідного поля."
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#: ../../content/applications/essentials/export_import_data.rst:100
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msgid ""
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"Then, use this field's label in your file in order to make it work straight "
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"on the very next time."
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msgstr ""
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"Потім використовуйте мітку цього поля у вашому файлі, щоби він працював "
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"наступного разу."
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#: ../../content/applications/essentials/export_import_data.rst:104
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msgid "How to import from another application"
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msgstr "Як імпортувати з іншої програми?"
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#: ../../content/applications/essentials/export_import_data.rst:106
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msgid ""
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"In order to re-create relationships between different records, you should "
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"use the unique identifier from the original application and map it to the "
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"**ID** (External ID) column in Odoo. When you import another record that "
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"links to the first one, use **XXX/ID** (XXX/External ID) to the original "
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"unique identifier. You can also find this record using its name but you will"
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" be stuck if at least 2 records have the same name."
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msgstr ""
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"Щоб відновити взаємозв'язок між різними записами, ви повинні використовувати"
|
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|
" унікальний ідентифікатор з оригінальної програми та позначити його на "
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|
"**ID** стовпця (зовнішній ідентифікатор) в Odoo. Коли ви імпортуєте інший "
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"запис, який посилається на перший, використовуйте **XXX/ID** (XXX/Зовнішній "
|
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|
"ідентифікатор) до оригінального унікального ідентифікатора. Ви також можете "
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"знайти цей запис, використовуючи його назву, але ви зупинитесь, якщо "
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"принаймні 2 записи мають однакову назву."
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|
#: ../../content/applications/essentials/export_import_data.rst:114
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msgid ""
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|
"The **ID** will also be used to update the original import if you need to "
|
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|
"re-import modified data later, it's thus good practice to specify it "
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|
"whenever possible."
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msgstr ""
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|
"**ID** також буде використаний для оновлення оригінального імпорту, якщо вам"
|
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|
" доведеться повторно імпортувати змінені дані пізніше, тому, якщо можливо, "
|
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|
"ви зможете його вказати."
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:120
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|
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|
msgid "I cannot find the field I want to map my column to"
|
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|
msgstr "Я не можу знайти поле, в якому я хочу позначити стовпець"
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:122
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msgid ""
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|
"Odoo tries to find with some heuristic, based on the first ten lines of the "
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|
"files, the type of field for each column inside your file. For example if "
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"you have a column only containing numbers, only the fields that are of type "
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|
"*Integer* will be displayed for you to choose from. While this behavior "
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|
"might be good and easy for most cases, it is also possible that it goes "
|
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|
"wrong or that you want to map your column to a field that is not proposed by"
|
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|
" default."
|
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msgstr ""
|
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|
|
"Odoo намагається знайти тип поля для кожного стовпця всередині вашого файлу "
|
|
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|
"на основі перших десяти рядків файлів. Наприклад, якщо у вас є стовпчик, "
|
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|
"який містить лише цифри, для вас буде вибрано лише ті поля, які мають тип "
|
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|
|
"*Ціле число*. Незважаючи на те, що в більшості випадків ця поведінка може "
|
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|
"бути хорошою і легкою, можливо, що це трапиться не так, або ви хочете "
|
|
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|
|
|
"вказати стовпчик на поле, яке не пропонується за замовчуванням."
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:131
|
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msgid ""
|
|
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|
"If that happens, you just have to check the ** Show fields of relation "
|
|
|
|
|
|
"fields (advanced)** option, you will then be able to choose from the "
|
|
|
|
|
|
"complete list of fields for each column."
|
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|
msgstr ""
|
|
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|
|
"Якщо це станеться, вам просто потрібно перевірити параметри **Показати поля "
|
|
|
|
|
|
"пов'язаної моделі (розширено)**, після чого ви зможете вибрати з повного "
|
|
|
|
|
|
"списку полів для кожного стовпця."
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:139
|
|
|
|
|
|
msgid "Where can I change the date import format?"
|
|
|
|
|
|
msgstr "Де я можу змінити формат імпортування дати?"
|
|
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|
|
|
|
|
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|
|
|
#: ../../content/applications/essentials/export_import_data.rst:141
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Odoo can automatically detect if a column is a date, and it will try to "
|
|
|
|
|
|
"guess the date format from a set of most commonly used date formats. While "
|
|
|
|
|
|
"this process can work for many date formats, some date formats will not be "
|
|
|
|
|
|
"recognized. This can cause confusion due to day-month inversions; it is "
|
|
|
|
|
|
"difficult to guess which part of a date format is the day and which part is "
|
|
|
|
|
|
"the month in a date such as '01-03-2016'."
|
|
|
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|
|
msgstr ""
|
|
|
|
|
|
"Odoo може автоматично визначити, чи колонка є датою, та спробує вгадати "
|
|
|
|
|
|
"формат дати з набору найчастіше використовуваних форматів дати. Хоча цей "
|
|
|
|
|
|
"процес може працювати для багатьох форматів дат, деякі формати дати не "
|
|
|
|
|
|
"будуть розпізнані. Це може спричинити плутанину через перетворення дня в "
|
|
|
|
|
|
"місяць; важко здогадатися, яка частина формату дати - це день, а яка - "
|
|
|
|
|
|
"місяць у такій даті, як '01-03-2016 '."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:147
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To view which date format Odoo has found from your file you can check the "
|
|
|
|
|
|
"**Date Format** that is shown when clicking on **Options** under the file "
|
|
|
|
|
|
"selector. If this format is incorrect you can change it to your liking using"
|
|
|
|
|
|
" the *ISO 8601* to define the format."
|
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|
|
msgstr ""
|
|
|
|
|
|
"Щоби переглянути, який формат дати Odoo знайшов у вашому файлі, ви можете "
|
|
|
|
|
|
"перевірити **Формат дати**, який відображається, коли ви натискаєте "
|
|
|
|
|
|
"**Параметри** під списком файлів. Якщо цей формат неправильний, ви можете "
|
|
|
|
|
|
"змінити його, використовуючи *ISO 8601*, щоби визначити формат."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:152
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you are importing an excel (.xls, .xlsx) file, you can use date cells to "
|
|
|
|
|
|
"store dates as the display of dates in excel is different from the way it is"
|
|
|
|
|
|
" stored. That way you will be sure that the date format is correct in Odoo "
|
|
|
|
|
|
"whatever your locale date format is."
|
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|
|
|
|
msgstr ""
|
|
|
|
|
|
"Якщо ви імпортуєте файл Excel (.xls, .xlsx), ви можете використовувати "
|
|
|
|
|
|
"цифрові дати для зберігання дат, оскільки відображення дати у форматі excel "
|
|
|
|
|
|
"відрізняється від способу його зберігання. Таким чином, ви будете впевнені, "
|
|
|
|
|
|
"що формат дати в Odoo правильний, незалежно від формату вашої локальної "
|
|
|
|
|
|
"дати."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:157
|
|
|
|
|
|
msgid "Can I import numbers with currency sign (e.g.: $32.00)?"
|
|
|
|
|
|
msgstr "Чи можу я імпортувати номери з позначкою валюти (наприклад, $ 32.00)?"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:159
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Yes, we fully support numbers with parenthesis to represent negative sign as"
|
|
|
|
|
|
" well as numbers with currency sign attached to them. Odoo also "
|
|
|
|
|
|
"automatically detect which thousand/decimal separator you use (you can "
|
|
|
|
|
|
"change those under **options**). If you use a currency symbol that is not "
|
|
|
|
|
|
"known to Odoo, it might not be recognized as a number though and it will "
|
|
|
|
|
|
"crash."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Так, ми повністю підтримуємо числа в круглих дужках, щоби відобразити "
|
|
|
|
|
|
"негативний знак, а також цифри з прикріпленим до них знаком валюти. Odoo "
|
|
|
|
|
|
"також автоматично визначає, який тисячний/десятковий роздільник ви "
|
|
|
|
|
|
"використовуєте (ви можете змінити ці параметри під **параметрами**). Якщо ви"
|
|
|
|
|
|
" використовуєте символ валюти, який не відомий Odoo, він, можливо, не буде "
|
|
|
|
|
|
"визнаний як номер, хоча й буде збігатися."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:164
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Examples of supported numbers (using thirty-two thousands as an example):"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Приклади підтримуваних чисел (наприклад, з використанням тридцяти двох "
|
|
|
|
|
|
"тисяч):"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:166
|
|
|
|
|
|
msgid "32.000,00"
|
|
|
|
|
|
msgstr "32.000,00"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:167
|
|
|
|
|
|
msgid "32000,00"
|
|
|
|
|
|
msgstr "32000,00"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:168
|
|
|
|
|
|
msgid "32,000.00"
|
|
|
|
|
|
msgstr "32,000.00"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:169
|
|
|
|
|
|
msgid "-32000.00"
|
|
|
|
|
|
msgstr "-32000.00"
|
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|
|
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#: ../../content/applications/essentials/export_import_data.rst:170
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msgid "(32000.00)"
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msgstr "(32000.00)"
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#: ../../content/applications/essentials/export_import_data.rst:171
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msgid "$ 32.000,00"
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msgstr "$ 32.000,00"
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#: ../../content/applications/essentials/export_import_data.rst:172
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msgid "(32000.00 €)"
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msgstr "(32000.00 €)"
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#: ../../content/applications/essentials/export_import_data.rst:174
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msgid "Example that will not work:"
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msgstr "Приклад, який не буде працювати:"
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#: ../../content/applications/essentials/export_import_data.rst:176
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msgid "ABC 32.000,00"
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msgstr "ABC 32.000,00"
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#: ../../content/applications/essentials/export_import_data.rst:177
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msgid "$ (32.000,00)"
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msgstr "$ (32.000,00)"
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#: ../../content/applications/essentials/export_import_data.rst:180
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msgid "What can I do when the Import preview table isn't displayed correctly?"
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msgstr ""
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"Що робити, коли таблиці попереднього перегляду імпорту відображаються "
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"неправильно?"
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#: ../../content/applications/essentials/export_import_data.rst:182
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msgid ""
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"By default the Import preview is set on commas as field separators and "
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"quotation marks as text delimiters. If your csv file does not have these "
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"settings, you can modify the File Format Options (displayed under the Browse"
|
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" CSV file bar after you select your file)."
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msgstr ""
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"За замовчуванням попередній перегляд імпорту встановлюється комами як "
|
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"роздільники розділів і лапки як роздільники тексту. Якщо ваш файл CSV не має"
|
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|
" цих налаштувань, ви можете змінити параметри формату файлу (відображається "
|
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|
"під панеллю перегляду файлів CSV після вибору файлу)."
|
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|
#: ../../content/applications/essentials/export_import_data.rst:186
|
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|
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msgid ""
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|
"Note that if your CSV file has a tabulation as separator, Odoo will not "
|
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|
"detect the separations. You will need to change the file format options in "
|
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|
"your spreadsheet application. See the following question."
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msgstr ""
|
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|
"Зверніть увагу, якщо файл CSV має табуляцію як розділювач, Odoo не буде "
|
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|
"виявляти розділення. Вам потрібно буде змінити параметри формату файлу у "
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|
"вашій програмі для роботи з електронними таблицями. Дивіться наступне "
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|
"питання."
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#: ../../content/applications/essentials/export_import_data.rst:191
|
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msgid ""
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|
"How can I change the CSV file format options when saving in my spreadsheet "
|
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|
|
"application?"
|
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msgstr ""
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|
"Як змінити параметри формату файлу CSV при збереженні електронної таблиці в "
|
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|
|
"моїй програмі?"
|
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|
#: ../../content/applications/essentials/export_import_data.rst:193
|
|
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|
|
msgid ""
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|
"If you edit and save CSV files in spreadsheet applications, your computer's "
|
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|
|
|
"regional settings will be applied for the separator and delimiter. We "
|
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|
|
"suggest you use OpenOffice or LibreOffice Calc as they will allow you to "
|
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|
|
"modify all three options (in :menuselection:`'Save As' dialog box --> Check "
|
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|
|
"the box 'Edit filter settings' --> Save`)."
|
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msgstr ""
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#: ../../content/applications/essentials/export_import_data.rst:198
|
|
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|
|
msgid ""
|
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|
|
|
|
"Microsoft Excel will allow you to modify only the encoding when saving (in "
|
|
|
|
|
|
":menuselection:`'Save As' dialog box --> click 'Tools' dropdown list --> "
|
|
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|
|
|
"Encoding tab`)."
|
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|
msgstr ""
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|
|
#: ../../content/applications/essentials/export_import_data.rst:202
|
|
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|
|
|
msgid "What's the difference between Database ID and External ID?"
|
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|
|
|
|
msgstr "Яка різниця між ID бази даних та зовнішнім ID?"
|
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:204
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Some fields define a relationship with another object. For example, the "
|
|
|
|
|
|
"country of a contact is a link to a record of the 'Country' object. When you"
|
|
|
|
|
|
" want to import such fields, Odoo will have to recreate links between the "
|
|
|
|
|
|
"different records. To help you import such fields, Odoo provides three "
|
|
|
|
|
|
"mechanisms. You must use one and only one mechanism per field you want to "
|
|
|
|
|
|
"import."
|
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|
msgstr ""
|
|
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|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:209
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"For example, to reference the country of a contact, Odoo proposes you 3 "
|
|
|
|
|
|
"different fields to import:"
|
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|
msgstr ""
|
|
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|
|
|
"Наприклад, щоби вказати країну контакту, Odoo пропонує вам 3 різних поля для"
|
|
|
|
|
|
" імпорту:"
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:211
|
|
|
|
|
|
msgid "Country: the name or code of the country"
|
|
|
|
|
|
msgstr "Країна: назва або код країни"
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:212
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Country/Database ID: the unique Odoo ID for a record, defined by the ID "
|
|
|
|
|
|
"postgresql column"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Країна/ID бази даних: унікальний ID Odoo для запису, визначеного стовпцем ID"
|
|
|
|
|
|
" postgresql"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:213
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Country/External ID: the ID of this record referenced in another application"
|
|
|
|
|
|
" (or the .XML file that imported it)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Країна/Зовнішній ID: ID запису, зазначеного в іншій програмі (або .XML-"
|
|
|
|
|
|
"файлі, який імпортував його)"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:216
|
|
|
|
|
|
msgid "For the country Belgium, you can use one of these 3 ways to import:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Для країни Бельгії можна використовувати один із цих 3 способів імпорту:"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:218
|
|
|
|
|
|
msgid "Country: Belgium"
|
|
|
|
|
|
msgstr "Країна: Бельгія"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:219
|
|
|
|
|
|
msgid "Country/Database ID: 21"
|
|
|
|
|
|
msgstr "Країна/ID бази даних: 21"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:220
|
|
|
|
|
|
msgid "Country/External ID: base.be"
|
|
|
|
|
|
msgstr "Країна/Зовнішній ID: base.be"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:222
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"According to your need, you should use one of these 3 ways to reference "
|
|
|
|
|
|
"records in relations. Here is when you should use one or the other, "
|
|
|
|
|
|
"according to your need:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Згідно з вашими потребами, ви повинні використовувати один із цих трьох "
|
|
|
|
|
|
"способів відстежувати пов'язані записи. Ось коли ви повинні використовувати "
|
|
|
|
|
|
"той чи інший спосіб, відповідно до вашої потреби:"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:225
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Use Country: This is the easiest way when your data come from CSV files that"
|
|
|
|
|
|
" have been created manually."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Використовуйте країну: це найпростіший спосіб, коли ваші дані надходять з "
|
|
|
|
|
|
"файлів CSV, які були створені вручну."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:227
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Use Country/Database ID: You should rarely use this notation. It's mostly "
|
|
|
|
|
|
"used by developers as it's main advantage is to never have conflicts (you "
|
|
|
|
|
|
"may have several records with the same name, but they always have a unique "
|
|
|
|
|
|
"Database ID)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Використовуйте країну/ID бази даних: рідко використовуйте цю позначку. В "
|
|
|
|
|
|
"основному це використовують розробники, оскільки головна перевага полягає в "
|
|
|
|
|
|
"тому, щоби ніколи не було конфліктів (у вас може бути кілька записів з "
|
|
|
|
|
|
"однаковою назвою, але вони завжди мають унікальний ID бази даних)."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:230
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Use Country/External ID: Use External ID when you import data from a third "
|
|
|
|
|
|
"party application."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Використовуйте назву країни/зовнішній ID: використовуйте зовнішній ID, коли "
|
|
|
|
|
|
"ви імпортуєте дані зі сторонньої програми."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:232
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you use External IDs, you can import CSV files with the \"External ID\""
|
|
|
|
|
|
" column to define the External ID of each record you import. Then, you will "
|
|
|
|
|
|
"be able to make a reference to that record with columns like "
|
|
|
|
|
|
"\"Field/External ID\". The following two CSV files give you an example for "
|
|
|
|
|
|
"Products and their Categories."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Коли ви використовуєте зовнішні ID, ви можете імпортувати файли CSV за "
|
|
|
|
|
|
"допомогою стовпця \"Зовнішній ID\", щоби визначити зовнішній ID кожного "
|
|
|
|
|
|
"імпортованого запису. Потім ви зможете зробити посилання на цей запис зі "
|
|
|
|
|
|
"стовпчиками типу \"Поле/Зовнішній ID\". Наступні два файли CSV наводять "
|
|
|
|
|
|
"приклад для товарів і їх категорій."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:237
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":download:`CSV file for categories "
|
|
|
|
|
|
"<export_import_data/External_id_3rd_party_application_product_categories.csv>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:240
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
":download:`CSV file for Products "
|
|
|
|
|
|
"<export_import_data/External_id_3rd_party_application_products.csv>`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:244
|
|
|
|
|
|
msgid "What can I do if I have multiple matches for a field?"
|
|
|
|
|
|
msgstr "Що робити, якщо у мене є кілька співпадінь для поля?"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:246
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If for example you have two product categories with the child name "
|
|
|
|
|
|
"\"Sellable\" (ie. \"Misc. Products/Sellable\" & \"Other "
|
|
|
|
|
|
"Products/Sellable\"), your validation is halted but you may still import "
|
|
|
|
|
|
"your data. However, we recommend you do not import the data because they "
|
|
|
|
|
|
"will all be linked to the first 'Sellable' category found in the Product "
|
|
|
|
|
|
"Category list (\"Misc. Products/Sellable\"). We recommend you modify one of "
|
|
|
|
|
|
"the duplicates' values or your product category hierarchy."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Якщо, наприклад, у вас є дві категорії товарів з дочірнім ім'ям \"Sellable\""
|
|
|
|
|
|
" (тобто. \"Різні Товари/ Продаються\" та \"Інші товари/Продаються\"), ваша "
|
|
|
|
|
|
"перевірка призупиняється, але ви все одно можете імпортувати свої дані. "
|
|
|
|
|
|
"Однак ми рекомендуємо не імпортувати дані, оскільки всі вони будуть "
|
|
|
|
|
|
"пов'язані з першою категорією \"Продаються\", яка знаходиться в списку "
|
|
|
|
|
|
"\"Категорії товарів\" (\"Різні Товари/Продаються\"). Ми рекомендуємо змінити"
|
|
|
|
|
|
" один зі значень дублікатів або ієрархію категорії товарів."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:252
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"However if you do not wish to change your configuration of product "
|
|
|
|
|
|
"categories, we recommend you use make use of the external ID for this field "
|
|
|
|
|
|
"'Category'."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Якщо ви не бажаєте змінювати своє налаштування категорій товарів, ми "
|
|
|
|
|
|
"рекомендуємо використовувати зовнішній ідентифікатор для цього поля "
|
|
|
|
|
|
"\"Категорія\"."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:256
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msgid ""
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"How can I import a many2many relationship field (e.g. a customer that has "
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"multiple tags)?"
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msgstr ""
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"Як я можу імпортувати поле зв'язку many2many (наприклад, клієнта з кількома "
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"тегами)?"
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#: ../../content/applications/essentials/export_import_data.rst:258
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msgid ""
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"The tags should be separated by a comma without any spacing. For example, if"
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" you want your customer to be linked to both tags 'Manufacturer' and "
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"'Retailer' then you will encode \"Manufacturer,Retailer\" in the same column"
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" of your CSV file."
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msgstr ""
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"Теги слід розділити комою без будь-якого інтервалу. Наприклад, якщо ви "
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"хочете, щоби ваш клієнт був пов'язаний з обома тегами \"Виробник\" та "
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"\"Роздрібний продавець\", ви кодуєте \"Виробник, роздрібний продавець\" у "
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"тому ж рядку файлу CSV."
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#: ../../content/applications/essentials/export_import_data.rst:262
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msgid ""
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":download:`CSV file for Manufacturer, Retailer "
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"<export_import_data/m2m_customers_tags.csv>`"
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msgstr ""
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#: ../../content/applications/essentials/export_import_data.rst:266
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msgid ""
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"How can I import a one2many relationship (e.g. several Order Lines of a "
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"Sales Order)?"
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msgstr ""
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"Як імпортувати зв'язок one2many (наприклад, кілька рядків замовлення від "
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"замовлення на продаж)?"
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#: ../../content/applications/essentials/export_import_data.rst:268
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msgid ""
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"If you want to import sales order having several order lines; for each order"
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" line, you need to reserve a specific row in the CSV file. The first order "
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"line will be imported on the same row as the information relative to order. "
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"Any additional lines will need an additional row that does not have any "
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"information in the fields relative to the order. As an example, here is "
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"``purchase.order_functional_error_line_cant_adpat.CSV`` file of some "
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"quotations you can import, based on demo data."
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msgstr ""
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#: ../../content/applications/essentials/export_import_data.rst:275
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msgid ""
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":download:`File for some Quotations "
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"<export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`."
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msgstr ""
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#: ../../content/applications/essentials/export_import_data.rst:277
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msgid ""
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"The following CSV file shows how to import purchase orders with their "
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"respective purchase order lines:"
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msgstr ""
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"У наведеному нижче файлі CSV показано, як імпортувати замовлення на купівлю "
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"за допомогою відповідних рядків замовлення."
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#: ../../content/applications/essentials/export_import_data.rst:280
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msgid ""
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|
":download:`Purchase orders with their respective purchase order lines "
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"<export_import_data/o2m_purchase_order_lines.csv>`."
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msgstr ""
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#: ../../content/applications/essentials/export_import_data.rst:282
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msgid ""
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"The following CSV file shows how to import customers and their respective "
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"contacts:"
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msgstr ""
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"У наведеному нижче файлі CSV показано, як імпортувати клієнтів та їх "
|
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"відповідні контакти:"
|
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#: ../../content/applications/essentials/export_import_data.rst:284
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msgid ""
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|
":download:`Customers and their respective contacts "
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"<export_import_data/o2m_customers_contacts.csv>`."
|
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msgstr ""
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#: ../../content/applications/essentials/export_import_data.rst:287
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|
|
msgid "Can I import several times the same record?"
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msgstr "Чи можу я кілька разів імпортувати той самий запис?"
|
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|
#: ../../content/applications/essentials/export_import_data.rst:289
|
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msgid ""
|
|
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|
"If you import a file that contains one of the column \"External ID\" or "
|
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|
"\"Database ID\", records that have already been imported will be modified "
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|
"instead of being created. This is very useful as it allows you to import "
|
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|
|
"several times the same CSV file while having made some changes in between "
|
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|
|
|
"two imports. Odoo will take care of creating or modifying each record "
|
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|
"depending if it's new or not."
|
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msgstr ""
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:294
|
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msgid ""
|
|
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|
"This feature allows you to use the Import/Export tool of Odoo to modify a "
|
|
|
|
|
|
"batch of records in your favorite spreadsheet application."
|
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msgstr ""
|
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|
"Ця функція дозволяє вам використовувати інструмент імпорту/експорту Odoo для"
|
|
|
|
|
|
" зміни записів цілим пакетом у вашій програмі електронної таблиці."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:298
|
|
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|
|
|
msgid "What happens if I do not provide a value for a specific field?"
|
|
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|
msgstr "Що станеться, якщо я не надам значення для конкретного поля?"
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:300
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you do not set all fields in your CSV file, Odoo will assign the default "
|
|
|
|
|
|
"value for every non defined fields. But if you set fields with empty values "
|
|
|
|
|
|
"in your CSV file, Odoo will set the EMPTY value in the field, instead of "
|
|
|
|
|
|
"assigning the default value."
|
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msgstr ""
|
|
|
|
|
|
"Якщо ви не встановлюєте всі поля у файлі CSV, Odoo призначить значення за "
|
|
|
|
|
|
"замовчуванням для всіх невизначених полів. Але якщо ви встановлюєте поля з "
|
|
|
|
|
|
"порожніми значеннями у своєму файлі CSV, Odoo встановить значення EMPTY у "
|
|
|
|
|
|
"полі, замість того, аби призначити значення за замовчуванням."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:305
|
|
|
|
|
|
msgid "How to export/import different tables from an SQL application to Odoo?"
|
|
|
|
|
|
msgstr "Як експортувати/імпортувати різні таблиці з додатка SQL до Odoo?"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:307
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you need to import data from different tables, you will have to recreate "
|
|
|
|
|
|
"relations between records belonging to different tables. (e.g. if you import"
|
|
|
|
|
|
" companies and persons, you will have to recreate the link between each "
|
|
|
|
|
|
"person and the company they work for)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Якщо вам потрібно імпортувати дані з різних таблиць, вам доведеться "
|
|
|
|
|
|
"відтворити зв'язки між записами, що належать до різних таблиць. (наприклад, "
|
|
|
|
|
|
"якщо ви імпортуєте компанії та людей, вам доведеться відтворити зв'язок між "
|
|
|
|
|
|
"кожною особою та компанією, в якій вони працюють)."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:311
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To manage relations between tables, you can use the \"External ID\" "
|
|
|
|
|
|
"facilities of Odoo. The \"External ID\" of a record is the unique identifier"
|
|
|
|
|
|
" of this record in another application. This \"External ID\" must be unique "
|
|
|
|
|
|
"across all the records of all objects, so it's a good practice to prefix "
|
|
|
|
|
|
"this \"External ID\" with the name of the application or table. (like "
|
|
|
|
|
|
"'company_1', 'person_1' instead of '1')"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:317
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As an example, suppose you have a SQL database with two tables you want to "
|
|
|
|
|
|
"import: companies and persons. Each person belong to one company, so you "
|
|
|
|
|
|
"will have to recreate the link between a person and the company he work for."
|
|
|
|
|
|
" (If you want to test this example, here is a :download:`dump of such a "
|
|
|
|
|
|
"PostgreSQL database <export_import_data/database_import_test.sql>`)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:322
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"We will first export all companies and their \"External ID\". In PSQL, write"
|
|
|
|
|
|
" the following command:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Спочатку ми експортуємо всі компанії та їх \"Зовнішній ID\". У PSQL, "
|
|
|
|
|
|
"напишіть таку команду:"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:328
|
|
|
|
|
|
msgid "This SQL command will create the following CSV file:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:337
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To create the CSV file for persons, linked to companies, we will use the "
|
|
|
|
|
|
"following SQL command in PSQL:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Щоби створити файл CSV для осіб, пов'язаних з компаніями, ми використаємо "
|
|
|
|
|
|
"наступну команду SQL у PSQL:"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:343
|
|
|
|
|
|
msgid "It will produce the following CSV file:"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:353
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"As you can see in this file, Fabien and Laurence are working for the Bigees "
|
|
|
|
|
|
"company (company_1) and Eric is working for the Organi company. The relation"
|
|
|
|
|
|
" between persons and companies is done using the External ID of the "
|
|
|
|
|
|
"companies. We had to prefix the \"External ID\" by the name of the table to "
|
|
|
|
|
|
"avoid a conflict of ID between persons and companies (person_1 and company_1"
|
|
|
|
|
|
" who shared the same ID 1 in the original database)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:359
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The two files produced are ready to be imported in Odoo without any "
|
|
|
|
|
|
"modifications. After having imported these two CSV files, you will have 4 "
|
|
|
|
|
|
"contacts and 3 companies. (the firsts two contacts are linked to the first "
|
|
|
|
|
|
"company). You must first import the companies and then the persons."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Обидва файли готові до імпорту в Odoo без будь-яких змін. Після імпорту цих "
|
|
|
|
|
|
"двох файлів CSV у вас буде 4 контакти та 3 компанії. (перші два контакти "
|
|
|
|
|
|
"пов'язані з першою компанією). Спочатку потрібно імпортувати компанії, а "
|
|
|
|
|
|
"потім особи."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:364
|
|
|
|
|
|
msgid "How to adapt an import template"
|
|
|
|
|
|
msgstr "Як імпортувати шаблон імпорту"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:366
|
|
|
|
|
|
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 spreadsheets software (Microsoft Office, OpenOffice, Google Drive, "
|
|
|
|
|
|
"etc.)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Шаблони імпорту надаються в інструменті імпорту найпоширеніших даних для "
|
|
|
|
|
|
"імпорту (контакти, товари, банківські виписки тощо). Ви можете відкрити їх "
|
|
|
|
|
|
"будь-яким програмним забезпеченням електронних таблиць (Microsoft Office, "
|
|
|
|
|
|
"OpenOffice, Google Диск тощо)."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:372
|
|
|
|
|
|
msgid "How to customize the file"
|
|
|
|
|
|
msgstr "Як налаштувати файл"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:374
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Remove columns you don't need. We advise to not remove the *ID* one (see why"
|
|
|
|
|
|
" here below)."
|
|
|
|
|
|
msgstr "Видаліть стовпці, які вам не потрібні. Ми радимо не видаляти ID."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:381
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you add a new column, Odoo might not be able to map it automatically if"
|
|
|
|
|
|
" its label doesn't fit any field of the system. If so, find the "
|
|
|
|
|
|
"corresponding field using the search."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Коли ви додаєте новий стовпець, Odoo, можливо, не зможе його автоматично "
|
|
|
|
|
|
"помітити, якщо його мітка не підходить для будь-якого поля системи. Якщо "
|
|
|
|
|
|
"так, знайдіть відповідне поле за допомогою пошуку."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:388
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Then, use the label you found in your import template in order to make it "
|
|
|
|
|
|
"work straight away the very next time you try to import."
|
|
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|
|
msgstr ""
|
|
|
|
|
|
"Потім використовуйте мітку, яку ви знайшли у своєму шаблоні імпорту, щоби "
|
|
|
|
|
|
"він працював одразу ж під час наступної спроби імпорту."
|
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|
#: ../../content/applications/essentials/export_import_data.rst:392
|
|
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|
|
msgid "Why an “ID” column"
|
|
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|
|
|
msgstr "Чому колонка \"ID\"?"
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:394
|
|
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|
|
msgid ""
|
|
|
|
|
|
"The **ID** (External ID) is an unique identifier for the line item. Feel "
|
|
|
|
|
|
"free to use the one of your previous software to ease the transition to "
|
|
|
|
|
|
"Odoo."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"**ID** (зовнішній ідентифікатор) - це унікальний ідентифікатор елементу. Не "
|
|
|
|
|
|
"соромтеся використовувати попереднє програмне забезпечення для полегшення "
|
|
|
|
|
|
"переходу на Odoo."
|
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|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:397
|
|
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|
|
|
msgid ""
|
|
|
|
|
|
"Setting an ID is not mandatory when importing but it helps in many cases:"
|
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|
|
|
|
msgstr ""
|
|
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|
|
"Встановлення ID не є обов'язковим при імпорті, але це допомагає у багатьох "
|
|
|
|
|
|
"випадках:"
|
|
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|
|
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|
|
#: ../../content/applications/essentials/export_import_data.rst:399
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Update imports: you can import the same file several times without creating "
|
|
|
|
|
|
"duplicates;"
|
|
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|
|
msgstr ""
|
|
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|
|
"Оновіть імпорт: ви можете імпортувати один і той же файл кілька разів без "
|
|
|
|
|
|
"створення дублікатів;"
|
|
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|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:400
|
|
|
|
|
|
msgid "Import relation fields (see here below)."
|
|
|
|
|
|
msgstr "Пов'язані поля імпорту (див. Нижче)."
|
|
|
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|
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|
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|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:403
|
|
|
|
|
|
msgid "How to import relation fields"
|
|
|
|
|
|
msgstr "Як імпортувати пов'язані поля"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:405
|
|
|
|
|
|
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."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Об'єкт Odoo завжди пов'язаний з багатьма іншими об'єктами (наприклад, товар "
|
|
|
|
|
|
"пов'язаний із категоріями товарів, атрибутами, постачальниками тощо). Щоб "
|
|
|
|
|
|
"імпортувати ці відносини, вам потрібно спочатку імпортувати записи "
|
|
|
|
|
|
"відповідного об'єкта з власного меню списку."
|
|
|
|
|
|
|
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|
|
|
|
#: ../../content/applications/essentials/export_import_data.rst:409
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can do it using either 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)."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
"Ви можете зробити це, використовуючи ім'я відповідного запису або його ID. "
|
|
|
|
|
|
"ID очікується тоді, коли два записи мають однакове ім'я. У такому випадку "
|
|
|
|
|
|
"додайте \"/ ID\" в кінці заголовку колонки (наприклад, для атрибутів товару:"
|
|
|
|
|
|
" атрибути товару / атрибут / ID товару)."
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:3
|
|
|
|
|
|
msgid "In-App Purchase (IAP)"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"In-App Purchases (IAP) gives access to additional services through Odoo. For"
|
|
|
|
|
|
" instance, it allows you to send SMS Text Messages or to send Invoices by "
|
|
|
|
|
|
"post directly from your database."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:11
|
|
|
|
|
|
msgid "Buying Credits"
|
|
|
|
|
|
msgstr "Купівля кредитів"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Each IAP Service relies on prepaid credits to work and has its own pricing. "
|
|
|
|
|
|
"To consult your current balance or to recharge your account, go to "
|
|
|
|
|
|
":menuselection:`Settings --> Odoo IAP --> View my Services`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:21
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you are on Odoo Online and have the Enterprise version, you benefit from "
|
|
|
|
|
|
"free credits to test our IAP features."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:25
|
|
|
|
|
|
msgid "IAP accounts"
|
|
|
|
|
|
msgstr "Рахунки IAP"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Credits to use IAP services are stored on IAP accounts, which are specific "
|
|
|
|
|
|
"to each service. By default, IAP accounts are common to all companies, but "
|
|
|
|
|
|
"can be restricted to specific ones. Activate the :ref:`developer mode "
|
|
|
|
|
|
"<developer-mode>`, then go to :menuselection:`Technical Settings --> IAP "
|
|
|
|
|
|
"Account`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"An IAP account can be disabled by appending `+disabled` to its token. "
|
|
|
|
|
|
"Reverting this change will re-enable the account."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:40
|
|
|
|
|
|
msgid "IAP Portal"
|
|
|
|
|
|
msgstr "Портал IAP"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:42
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The IAP Portal is a platform regrouping your IAP Services. It is accessible "
|
|
|
|
|
|
"from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From "
|
|
|
|
|
|
"there, you can view your current balance, recharge your credits and set a "
|
|
|
|
|
|
"reminder when your balance falls below a threshold."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:50
|
|
|
|
|
|
msgid "Get notified when credits are low"
|
|
|
|
|
|
msgstr "Отримуйте сповіщення, коли недостатньо кредитів"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/in_app_purchase.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"To be notified when it’s time to recharge your credits, you can go to your "
|
|
|
|
|
|
"IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my "
|
|
|
|
|
|
"Services`, unfold a service and check the Receive threshold warning option. "
|
|
|
|
|
|
"Then, you can provide a minimum amount of credits and email addresses. Now, "
|
|
|
|
|
|
"every time that the limit is reached, an automatic reminder will be sent by "
|
|
|
|
|
|
"email!"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:3
|
|
|
|
|
|
msgid "Reporting"
|
|
|
|
|
|
msgstr "Звітність"
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can find several reports under the :guilabel:`Reporting` menu of most "
|
|
|
|
|
|
"apps that let you analyze and visualize the data of your records."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:11
|
|
|
|
|
|
msgid "Selecting a view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Depending on the report, Odoo can display the data in various ways. "
|
|
|
|
|
|
"Sometimes, a unique view fully tailored to the report is available, while "
|
|
|
|
|
|
"several views are available for others. However, two generic views are "
|
|
|
|
|
|
"dedicated to reporting: the graph and pivot views."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:20
|
|
|
|
|
|
msgid "Graph view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:22
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :ref:`graph view <reporting/using-graph>` is used to visualize your "
|
|
|
|
|
|
"records' data, helping you identify patterns and trends. The view is often "
|
|
|
|
|
|
"found under the :guilabel:`Reporting` menu of apps but can be found "
|
|
|
|
|
|
"elsewhere. Click the **graph view button** located at the top right to "
|
|
|
|
|
|
"access it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst-1
|
|
|
|
|
|
msgid "Selecting the graph view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:33
|
|
|
|
|
|
msgid "Pivot view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:35
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"The :ref:`pivot view <reporting/using-pivot>` is used to aggregate your "
|
|
|
|
|
|
"records' data and break it down for analysis. The view is often found under "
|
|
|
|
|
|
"the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the"
|
|
|
|
|
|
" **pivot view button** located at the top right to access it."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst-1
|
|
|
|
|
|
msgid "Selecting the pivot view"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:45
|
|
|
|
|
|
msgid "Choosing measures"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:47
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After selecting a view, you should ensure only the relevant records are "
|
|
|
|
|
|
":doc:`filtered <search>`. Next, you should choose what is measured. By "
|
|
|
|
|
|
"default, a measure is always selected. If you wish to edit it, click "
|
|
|
|
|
|
":guilabel:`Measures` and choose one or, only for pivots, multiple measures."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:52
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you select a measure, Odoo aggregates the values recorded on that field"
|
|
|
|
|
|
" for the filtered records. Only numerical fields (:ref:`integer "
|
|
|
|
|
|
"<studio/fields/simple-fields/integer>`, :ref:`decimal <studio/fields/simple-"
|
|
|
|
|
|
"fields/decimal>`, :ref:`monetary <studio/fields/simple-fields/monetary>`) "
|
|
|
|
|
|
"can be measured. In addition, the :guilabel:`Count` option is used to count "
|
|
|
|
|
|
"the total number of filtered records."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:58
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"After choosing what you want to measure, you can define how the data should "
|
|
|
|
|
|
"be :ref:`grouped <search/group>` depending on the dimension you want to "
|
|
|
|
|
|
"analyze. By default, the data is often grouped by *Date > Month*, which is "
|
|
|
|
|
|
"used to analyze the evolution of a measure over the months."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:63
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"When you filter a single time period, the option to compare it against "
|
|
|
|
|
|
"another one appears."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Using the comparison option"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:72
|
|
|
|
|
|
msgid "Select measures"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:74
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Among other measures, you could add the :guilabel:`Margin` and "
|
|
|
|
|
|
":guilabel:`Count` measures to the Sales Analysis report. By default, the "
|
|
|
|
|
|
":guilabel:`Untaxed Amount` measure is selected."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Selecting different measures on the Sales Analysis report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:81
|
|
|
|
|
|
msgid "Group measures"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:83
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You could group the measures by :guilabel:`Product Category` at the level of"
|
|
|
|
|
|
" rows on the previous Sales Analysis report example."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Adding a group on the Sales Analysis report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
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#: ../../content/applications/essentials/reporting.rst:92
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msgid "Using the pivot view"
|
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msgstr ""
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|
|
#: ../../content/applications/essentials/reporting.rst:94
|
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msgid ""
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|
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|
|
|
"Grouping data is quintessential to the pivot view. It enables drilling down "
|
|
|
|
|
|
"the data to gain deeper insights. While you can use the :guilabel:`Group By`"
|
|
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|
|
|
" option to quickly add a group at the level of rows, as shown in the example"
|
|
|
|
|
|
" above, you can also click the plus button (:guilabel:`➕`) next to the "
|
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|
|
":guilabel:`Total` header at the level of rows *and* columns, and then select"
|
|
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|
|
|
" one of the **preconfigured groups**. To remove one, click the minus button "
|
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|
|
"(:guilabel:`➖`)."
|
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|
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msgstr ""
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|
|
#: ../../content/applications/essentials/reporting.rst:100
|
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msgid ""
|
|
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|
|
"Once you have added a group, you can add new ones on the opposite axis or "
|
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|
|
|
"the newly created subgroups."
|
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msgstr ""
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|
#: ../../content/applications/essentials/reporting.rst:104
|
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|
|
msgid ""
|
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|
|
"You could further divide the measures on the previous Sales Analysis report "
|
|
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|
|
"example by the :guilabel:`Salesperson` group at the level of columns and by "
|
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|
|
"the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / "
|
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|
|
"Office Furniture` product category."
|
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msgstr ""
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|
|
#: ../../content/applications/essentials/reporting.rst:0
|
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|
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msgid "Adding multiple groups on the Sales Analysis report"
|
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|
|
msgstr ""
|
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|
|
#: ../../content/applications/essentials/reporting.rst:112
|
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|
|
msgid ""
|
|
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|
|
"Switch the rows and columns' groups by clicking the flip axis button "
|
|
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|
|
"(:guilabel:`⇄`)."
|
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|
|
msgstr ""
|
|
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|
|
#: ../../content/applications/essentials/reporting.rst:113
|
|
|
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|
|
msgid ""
|
|
|
|
|
|
"Click on a measure's label to sort the values by ascending (⏶) or descending"
|
|
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|
|
|
" (⏷) order."
|
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|
|
msgstr ""
|
|
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|
|
|
|
#: ../../content/applications/essentials/reporting.rst:114
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Download a `.xlsx` version of the pivot by clicking the download button "
|
|
|
|
|
|
"(:guilabel:`⭳`)."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:119
|
|
|
|
|
|
msgid "Using the graph view"
|
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|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:121
|
|
|
|
|
|
msgid "Three graphs are available: the bar, line, and pie charts."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:123
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Bar charts** are used to show the distribution or a comparison of several "
|
|
|
|
|
|
"categories. They are especially useful as they can deal with larger data "
|
|
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|
|
|
"sets."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:126
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Line charts** are useful to show changing time series and trends over "
|
|
|
|
|
|
"time."
|
|
|
|
|
|
msgstr ""
|
|
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|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:128
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"**Pie charts** are used to show the distribution or a comparison of a small "
|
|
|
|
|
|
"number of categories when they form a meaningful whole."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:133
|
|
|
|
|
|
msgid "Bar chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a bar chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:138
|
|
|
|
|
|
msgid "Line chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a line chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:143
|
|
|
|
|
|
msgid "Pie chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Viewing the Sales Analysis report as a pie chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:149
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For **bar** and **line** charts, you can use the stacked option when you "
|
|
|
|
|
|
"have at least two groups, which then appear on top of each other instead of "
|
|
|
|
|
|
"next to each other."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:154
|
|
|
|
|
|
msgid "Stacked bar chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Stacked bar chart example"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:159
|
|
|
|
|
|
msgid "Regular bar chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Non-stacked bar chart example"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:164
|
|
|
|
|
|
msgid "Stacked line chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Stacked line chart example"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:169
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:184
|
|
|
|
|
|
msgid "Regular line chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Non-stacked line chart example"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:174
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"For **line** charts, you can use the cumulative option to sum values, which "
|
|
|
|
|
|
"is especially useful to show the change in growth over a time period."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:179
|
|
|
|
|
|
msgid "Cumulative line chart"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Cumulative line chart example"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/reporting.rst:0
|
|
|
|
|
|
msgid "Regular line chart example"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:3
|
|
|
|
|
|
msgid "Search and filter records"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:5
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Odoo uses filters to include only the most relevant records depending on the"
|
|
|
|
|
|
" purpose of the view you are on. However, you can edit the default filter or"
|
|
|
|
|
|
" search for specific values."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:11
|
|
|
|
|
|
msgid "Preconfigured filters"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:13
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can modify the default selection of records by clicking "
|
|
|
|
|
|
":guilabel:`Filters` and selecting one or several **preconfigured filters**."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:17
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"On the Sales Analysis report, only records at the sales order stage are "
|
|
|
|
|
|
"selected by default. However, you could *also* include records at the "
|
|
|
|
|
|
"quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could "
|
|
|
|
|
|
"*only* include records from a specific year, for example *2022*, by "
|
|
|
|
|
|
"selecting :menuselection:`Order Date --> 2022`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:0
|
|
|
|
|
|
msgid "Using preconfigured filters on the Sales Analysis report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:27
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If you select preconfigured filters from the same group (i.e., that are "
|
|
|
|
|
|
"*not* separated by an horizontal line), the records can match *any* "
|
|
|
|
|
|
"condition to be included. However, if you select filters from different "
|
|
|
|
|
|
"groups, the records have to match *all* condition to be included."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:34
|
|
|
|
|
|
msgid "Custom filters"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:36
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can create custom filters using most fields present on the model by "
|
|
|
|
|
|
"clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, "
|
|
|
|
|
|
"an operator, a value, and clicking :guilabel:`Apply`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:41
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You could *only* include records from a single salesperson on the Sales "
|
|
|
|
|
|
"Analysis report, for example *Mitchell Admin*, by selecting "
|
|
|
|
|
|
":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the "
|
|
|
|
|
|
"operator, and typing `Mitchell Admin` as the value."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:0
|
|
|
|
|
|
msgid "Using a custom filter on the Sales Analysis report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:50
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"If the records should *only* match one of several conditions, click "
|
|
|
|
|
|
":guilabel:`Add a condition` before applying a custom filter. If the records "
|
|
|
|
|
|
"should match *all* conditions, add new custom filters instead."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:57
|
|
|
|
|
|
msgid "Search for values"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:59
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can use the search field to quickly look for specific values and add "
|
|
|
|
|
|
"them as a filter. Either type the full value you are searching for and "
|
|
|
|
|
|
"select the desired field, or type a part of the value, click the dropdown "
|
|
|
|
|
|
"button (:guilabel:`⏵`) before the chosen field, and select the exact value "
|
|
|
|
|
|
"you are looking for."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:65
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Instead of adding a custom filter to select records where *Mitchell Admin* "
|
|
|
|
|
|
"is the salesperson on the Sales Analysis report, you could search for "
|
|
|
|
|
|
"`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search"
|
|
|
|
|
|
" Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:0
|
|
|
|
|
|
msgid "Searching for a specific value on the Sales Analysis report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:75
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"Using the search field is equivalent to using the *contains* operator when "
|
|
|
|
|
|
"adding a custom filter. If you enter a partial value and directly select the"
|
|
|
|
|
|
" desired field, *all* records containing the characters you typed for the "
|
|
|
|
|
|
"selected field will be included."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:82
|
|
|
|
|
|
msgid "Group records"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:84
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can click :guilabel:`Group By` below the search field to cluster records"
|
|
|
|
|
|
" together according to one of the **preconfigured groups**."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:88
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You could group the records by salesperson on the Sales Analysis report by "
|
|
|
|
|
|
"clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No "
|
|
|
|
|
|
"records are filtered out."
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:0
|
|
|
|
|
|
msgid "Grouping records on the Sales Analysis report"
|
|
|
|
|
|
msgstr ""
|
|
|
|
|
|
|
|
|
|
|
|
#: ../../content/applications/essentials/search.rst:95
|
|
|
|
|
|
msgid ""
|
|
|
|
|
|
"You can **customize groups** by using a wide selection of fields present on "
|
|
|
|
|
|
"the model. To do so, click :menuselection:`Group By --> Add Custom Group`, "
|
|
|
|
|
|
"select a field, and click :guilabel:`Apply`."
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msgstr ""
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#: ../../content/applications/essentials/search.rst:99
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msgid ""
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"You can use several groups at the same time. The first group you select is "
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"the main cluster, the next one you add further divides the main group's "
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"categories, and so on."
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msgstr ""
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