[I18N] export v12 documentation source terms
This commit is contained in:
Martin Trigaux
+207
-327
@@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 11.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2018-07-23 12:10+0200\n"
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"POT-Creation-Date: 2018-10-19 10:03+0200\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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@@ -160,441 +160,321 @@ msgstr ""
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msgid "Invoicing Method"
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msgstr ""
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#: ../../sales/invoicing/services.rst:3
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msgid "Services"
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#: ../../sales/invoicing/down_payment.rst:3
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msgid "Request a down payment"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:3
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msgid "How to invoice milestones of a project?"
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#: ../../sales/invoicing/down_payment.rst:5
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msgid "A down payment is an initial, partial payment, with the agreement that the rest will be paid later. For expensive orders or projects, it is a way to protect yourself and make sure your customer is serious."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:5
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msgid "There are different kind of service sales: prepaid volume of hours/days (e.g. support contract), billing based on time and material (e.g. billing consulting hours) or a fixed price contract (e.g. a project)."
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#: ../../sales/invoicing/down_payment.rst:10
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msgid "First time you request a down payment"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:9
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msgid "In this section, we will have a look at how to invoice milestones of a project."
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#: ../../sales/invoicing/down_payment.rst:12
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msgid "When you confirm a sale, you can create an invoice and select a down payment option. It can either be a fixed amount or a percentage of the total amount."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:12
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msgid "Milestone invoicing can be used for expensive or large scale projects, with each milestone representing a clear sequence of work that will incrementally build up to the completion of the contract. For example, a marketing agency hired for a new product launch could break down a project into the following milestones, each of them considered as one service with a fixed price on the sale order :"
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#: ../../sales/invoicing/down_payment.rst:16
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msgid "The first time you request a down payment you can select an income account and a tax setting that will be reused for next down payments."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:19
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msgid "Milestone 1 : Marketing strategy audit - 5 000 euros"
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#: ../../sales/invoicing/down_payment.rst:22
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msgid "You will then see the invoice for the down payment."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:21
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msgid "Milestone 2 : Brand Identity - 10 000 euros"
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#: ../../sales/invoicing/down_payment.rst:27
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msgid "On the subsequent or final invoice, any prepayment made will be automatically deducted."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:23
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msgid "Milestone 3 : Campaign launch & PR - 8 500 euros"
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#: ../../sales/invoicing/down_payment.rst:34
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msgid "Modify the income account and customer taxes"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:25
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msgid "In this case, an invoice will be sent to the customer each time a milestone will be successfully reached. That invoicing method is comfortable both for the company which is ensured to get a steady cash flow throughout the project lifetime and for the client who can monitor the project's progress and pay in several times."
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#: ../../sales/invoicing/down_payment.rst:36
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msgid "From the products list, search for *Down Payment*."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:32
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msgid "You can also use milestones to invoice percentages of the entire project. For example, for a million euros project, your company might require a 15% upfront payment, 30% at the midpoint and the balance at the contract conclusion. In that case, each payment will be considered as one milestone."
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#: ../../sales/invoicing/down_payment.rst:41
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msgid "You can then edit it, under the invoicing tab you will be able to change the income account & customer taxes."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:39
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#: ../../sales/invoicing/services/reinvoice.rst:26
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#: ../../sales/invoicing/services/reinvoice.rst:95
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#: ../../sales/invoicing/services/support.rst:17
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#: ../../sales/send_quotations/quote_template.rst:10
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msgid "Configuration"
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#: ../../sales/invoicing/expense.rst:3
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msgid "Re-invoice expenses to customers"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:42
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msgid "Install the Sales application"
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#: ../../sales/invoicing/expense.rst:5
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msgid "It often happens that your employees have to spend their personal money while working on a project for your client. Let's take the example of an consultant paying an hotel to work on the site of your client. As a company, you would like to be able to invoice that expense to your client."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:44
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#: ../../sales/invoicing/services/reinvoice.rst:28
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msgid "In order to sell services and to send invoices, you need to install the **Sales** application, from the **Apps** icon."
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#: ../../sales/invoicing/expense.rst:12
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#: ../../sales/invoicing/time_materials.rst:64
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msgid "Expenses configuration"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:51
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msgid "Create products"
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#: ../../sales/invoicing/expense.rst:14
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#: ../../sales/invoicing/time_materials.rst:66
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msgid "To track & invoice expenses, you will need the expenses app. Go to :menuselection:`Apps --> Expenses` to install it."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:53
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msgid "In Odoo, each milestone of your project is considered as a product. From the **Sales** application, use the menu :menuselection:`Sales --> Products`, create a new product with the following setup:"
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#: ../../sales/invoicing/expense.rst:17
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#: ../../sales/invoicing/time_materials.rst:69
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msgid "You should also activate the analytic accounts feature to link expenses to the sales order, to do so, go to :menuselection:`Invoicing --> Configuration --> Settings` and activate *Analytic Accounting*."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:57
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msgid "**Name**: Strategy audit"
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#: ../../sales/invoicing/expense.rst:22
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#: ../../sales/invoicing/time_materials.rst:74
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msgid "Add expenses to your sales order"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:59
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#: ../../sales/invoicing/services/support.rst:50
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msgid "**Product Type**: Service"
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#: ../../sales/invoicing/expense.rst:24
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#: ../../sales/invoicing/time_materials.rst:76
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msgid "From the expense app, you or your consultant can create a new one, e.g. the hotel for the first week on the site of your customer."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:61
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msgid "**Invoicing Policy**: Delivered Quantities, since you will invoice your milestone after it has been delivered"
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#: ../../sales/invoicing/expense.rst:27
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#: ../../sales/invoicing/time_materials.rst:79
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msgid "You can then enter a relevant description and select an existing product or create a new one from right there."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:64
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msgid "**Track Service**: Manually set quantities on order, as you complete each milestone, you will manually update their quantity from the **Delivered** tab on your sale order"
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#: ../../sales/invoicing/expense.rst:33
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#: ../../sales/invoicing/time_materials.rst:85
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msgid "Here, we are creating a *Hotel* product:"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:72
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msgid "Apply the same configuration for the others milestones."
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#: ../../sales/invoicing/expense.rst:38
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msgid "Under the invoicing tab, select *Delivered quantities* and either *At cost* or *Sales price* as well depending if you want to invoice the cost of your expense or a previously agreed on sales price."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:75
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msgid "Managing your project"
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#: ../../sales/invoicing/expense.rst:45
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#: ../../sales/invoicing/time_materials.rst:97
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msgid "To modify or create more products go to :menuselection:`Expenses --> Configuration --> Expense products`."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:78
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msgid "Quotations and sale orders"
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#: ../../sales/invoicing/expense.rst:48
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#: ../../sales/invoicing/time_materials.rst:100
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msgid "Back on the expense, add the original sale order in the expense to submit."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:80
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msgid "Now that your milestones (or products) are created, you can create a quotation or a sale order with each line corresponding to one milestone. For each line, set the **Ordered Quantity** to ``1`` as each milestone is completed once. Once the quotation is confirmed and transformed into a sale order, you will be able to change the delivered quantities when the corresponding milestone has been achieved."
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#: ../../sales/invoicing/expense.rst:54
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#: ../../sales/invoicing/time_materials.rst:106
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msgid "It can then be submitted to the manager, approved and finally posted."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:91
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#: ../../sales/invoicing/expense.rst:65
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#: ../../sales/invoicing/time_materials.rst:117
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msgid "It will then be in the sales order and ready to be invoiced."
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:3
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msgid "Invoice based on delivered or ordered quantities"
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:5
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msgid "Depending on your business and what you sell, you have two options for invoicing:"
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:8
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msgid "Invoice on ordered quantity: invoice the full order as soon as the sales order is confirmed."
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:10
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msgid "Invoice on delivered quantity: invoice on what you delivered even if it's a partial delivery."
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:13
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msgid "Invoice on ordered quantity is the default mode."
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:15
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msgid "The benefits of using *Invoice on delivered quantity* depends on your type of business, when you sell material, liquids or food in large quantities the quantity might diverge a little bit and it is therefore better to invoice the actual delivered quantity."
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:21
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msgid "You also have the ability to invoice manually, letting you control every options: invoice ready to invoice lines, invoice a percentage (advance), invoice a fixed advance."
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:26
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msgid "Decide the policy on a product page"
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:28
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msgid "From any products page, under the invoicing tab you will find the invoicing policy and select the one you want."
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:35
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msgid "Send the invoice"
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:37
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msgid "Once you confirm the sale, you can see your delivered and invoiced quantities."
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:43
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msgid "If you set it in ordered quantities, you can invoice as soon as the sale is confirmed. If however you selected delivered quantities, you will first have to validate the delivery."
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msgstr ""
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#: ../../sales/invoicing/invoicing_policy.rst:47
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msgid "Once the products are delivered, you can invoice your customer. Odoo will automatically add the quantities to invoiced based on how many you delivered if you did a partial delivery."
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msgstr ""
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#: ../../sales/invoicing/milestone.rst:3
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msgid "Invoice project milestones"
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msgstr ""
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#: ../../sales/invoicing/milestone.rst:5
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msgid "Milestone invoicing can be used for expensive or large-scale projects, with each milestone representing a clear sequence of work that will incrementally build up to the completion of the contract. This invoicing method is comfortable both for the company which is ensured to get a steady cash flow throughout the project lifetime and for the client who can monitor the project's progress and pay in several installments."
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msgstr ""
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#: ../../sales/invoicing/milestone.rst:13
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msgid "Create milestone products"
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msgstr ""
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#: ../../sales/invoicing/milestone.rst:15
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msgid "In Odoo, each milestone of your project is considered as a product. To configure products to work this way, go to any product form."
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msgstr ""
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#: ../../sales/invoicing/milestone.rst:18
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msgid "You have to set the product type as *Service* under general information and select *Milestones* in the sales tab."
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msgstr ""
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#: ../../sales/invoicing/milestone.rst:25
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msgid "Invoice milestones"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:93
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msgid "Let's assume that your first milestone (the strategy audit) has been successfully delivered and you want to invoice it to your customer. On the sale order, click on **Edit** and set the **Delivered Quantity** of the related product to ``1``."
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#: ../../sales/invoicing/milestone.rst:27
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msgid "From the sales order, you can manually edit the quantity delivered as you complete a milestone."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:99
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msgid "As soon as the above modification has been saved, you will notice that the color of the line has changed to blue, meaning that the service can now be invoiced. In the same time, the invoice status of the SO has changed from **Nothing To Invoice** to **To Invoice**"
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#: ../../sales/invoicing/milestone.rst:33
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msgid "You can then invoice that first milestone."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:104
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msgid "Click on **Create invoice** and, in the new window that pops up, select **Invoiceable lines** and validate. It will create a new invoice (in draft status) with only the **strategy audit** product as invoiceable."
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#: ../../sales/invoicing/proforma.rst:3
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#: ../../sales/invoicing/proforma.rst:22
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msgid "Send a pro-forma invoice"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:112
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msgid "In order to be able to invoice a product, you need to set up the **Accounting** application and to configure an accounting journal and a chart of account. Click on the following link to learn more: :doc:`../../../accounting/overview/getting_started/setup`"
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#: ../../sales/invoicing/proforma.rst:5
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msgid "A pro-forma invoice is an abridged or estimated invoice in advance of a delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. Pro-forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:117
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msgid "Back on your sale order, you will notice that the **Invoiced** column of your order line has been updated accordingly and that the **Invoice Status** is back to **Nothing to Invoice**."
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#: ../../sales/invoicing/proforma.rst:13
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#: ../../sales/send_quotations/different_addresses.rst:10
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msgid "Activate the feature"
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:121
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msgid "Follow the same workflow to invoice your remaining milestones."
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#: ../../sales/invoicing/proforma.rst:15
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msgid "Go to :menuselection:`SALES --> Configuration --> Settings` and activate the *Pro-Forma Invoice* feature."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:124
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msgid ":doc:`reinvoice`"
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#: ../../sales/invoicing/proforma.rst:24
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msgid "From any quotation or sales order, you know have an option to send a pro-forma invoice."
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msgstr ""
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#: ../../sales/invoicing/services/milestones.rst:125
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#: ../../sales/invoicing/services/reinvoice.rst:185
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msgid ":doc:`support`"
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#: ../../sales/invoicing/proforma.rst:30
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msgid "When you click on send, Odoo will send an email with the pro-forma invoice in attachment."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:3
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msgid "How to re-invoice expenses to your customers?"
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#: ../../sales/invoicing/subscriptions.rst:3
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msgid "Sell subscriptions"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:5
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msgid "It often happens that your employees have to spend their personal money while working on a project for your client. Let's take the example of an employee paying a parking spot for a meeting with your client. As a company, you would like to be able to invoice that expense to your client."
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#: ../../sales/invoicing/subscriptions.rst:5
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msgid "Selling subscription products will give you predictable revenue, making planning ahead much easier."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:11
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msgid "In this documentation we will see two use cases. The first, very basic, consists of invoicing a simple expense to your client like you would do for a product. The second, more advanced, will consist of invoicing expenses entered in your expense system by your employees directly to your customer."
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#: ../../sales/invoicing/subscriptions.rst:9
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msgid "Make a subscription from a sales order"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:18
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msgid "Use case 1: Simple expense invoicing"
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#: ../../sales/invoicing/subscriptions.rst:11
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msgid "From the sales app, create a quotation to the desired customer, and select the subscription product your previously created."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:20
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msgid "Let's take the following example. You are working on a promotion campaign for one of your customers (``Agrolait``) and you have to print a lot of copies. Those copies are an expense for your company and you would like to invoice them."
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#: ../../sales/invoicing/subscriptions.rst:14
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msgid "When you confirm the sale the subscription will be created automatically. You will see a direct link from the sales order to the Subscription in the upper right corner."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:35
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msgid "Create product to be expensed"
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#: ../../sales/invoicing/time_materials.rst:3
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msgid "Invoice based on time and materials"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:37
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msgid "You will need now to create a product called ``Copies``."
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#: ../../sales/invoicing/time_materials.rst:5
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msgid "Time and Materials is generally used in projects in which it is not possible to accurately estimate the size of the project, or when it is expected that the project requirements would most likely change."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:39
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#: ../../sales/invoicing/services/reinvoice.rst:112
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msgid "From your **Sales** module, go to :menuselection:`Sales --> Products` and create a product as follows:"
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#: ../../sales/invoicing/time_materials.rst:9
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msgid "This is opposed to a fixed-price contract in which the owner agrees to pay the contractor a lump sum for the fulfillment of the contract no matter what the contractors pay their employees, sub-contractors, and suppliers."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:42
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msgid "**Product type**: consumable"
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#: ../../sales/invoicing/time_materials.rst:14
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msgid "For this documentation I will use the example of a consultant, you will need to invoice their time, their various expenses (transport, lodging, ...) and purchases."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:44
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msgid "**Invoicing policy**: on delivered quantities (you will manually set the quantities to invoice on the sale order)"
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#: ../../sales/invoicing/time_materials.rst:19
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msgid "Invoice time configuration"
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:51
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msgid "Create a sale order"
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#: ../../sales/invoicing/time_materials.rst:21
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msgid "To keep track of progress in the project, you will need the *Project* app. Go to :menuselection:`Apps --> Project` to install it."
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msgstr ""
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#: ../../sales/invoicing/services/reinvoice.rst:53
|
||||
msgid "Now that your product is correctly set up, you can create a sale order for that product (from the menu :menuselection:`Sales --> Sales Orders`) with the ordered quantities set to 0. Click on **Confirm the Sale** to create the sale order. You will be able then to manually change the delivered quantities on the sale order to reinvoice the copies to your customer."
|
||||
#: ../../sales/invoicing/time_materials.rst:24
|
||||
msgid "In *Project* you will use timesheets, to do so go to :menuselection:`Project --> Configuration --> Settings` and activate the *Timesheets* feature."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:64
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:177
|
||||
msgid "Invoice expense to your client"
|
||||
#: ../../sales/invoicing/time_materials.rst:32
|
||||
msgid "Invoice your time spent"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:66
|
||||
msgid "At the end of the month, you have printed ``1000`` copies on behalf of your client and you want to re-invoice them. From the related sale order, click on **Delivered Quantities**, manually enter the correct amount of copies and click on **Save**. Your order line will turn blue, meaning that it is ready to be invoiced. Click on **Create invoice**."
|
||||
#: ../../sales/invoicing/time_materials.rst:34
|
||||
msgid "From a product page set as a service, you will find two options under the invoicing tab, select both *Timesheets on tasks* and *Create a task in a new project*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:73
|
||||
msgid "The total amount on your sale order will be of 0 as it is computed on the ordered quantities. It is your invoice which will compute the correct amount due by your customer."
|
||||
#: ../../sales/invoicing/time_materials.rst:41
|
||||
msgid "You could also add the task to an existing project."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:77
|
||||
msgid "The invoice generated is in draft, so you can always control the quantities and change the amount if needed. You will notice that the amount to be invoiced is based here on the delivered quantities."
|
||||
#: ../../sales/invoicing/time_materials.rst:43
|
||||
msgid "Once confirming a sales order, you will now see two new buttons, one for the project overview and one for the current task."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:84
|
||||
msgid "Click on validate to issue the payment to your customer."
|
||||
#: ../../sales/invoicing/time_materials.rst:49
|
||||
msgid "You will directly be in the task if you click on it, you can also access it from the *Project* app."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:87
|
||||
msgid "Use case 2: Invoice expenses via the expense module"
|
||||
#: ../../sales/invoicing/time_materials.rst:52
|
||||
msgid "Under timesheets, you can assign who works on it. You can or they can add how many hours they worked on the project so far."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:89
|
||||
msgid "To illustrate this case, let's imagine that your company sells some consultancy service to your customer ``Agrolait`` and both parties agreed that the distance covered by your consultant will be re-invoiced at cost."
|
||||
#: ../../sales/invoicing/time_materials.rst:58
|
||||
msgid "From the sales order, you can then invoice those hours."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:97
|
||||
msgid "Here, you will need to install two more modules:"
|
||||
#: ../../sales/invoicing/time_materials.rst:90
|
||||
msgid "under the invoicing tab, select *Delivered quantities* and either *At cost* or *Sales price* as well depending if you want to invoice the cost of your expense or a previously agreed on sales price."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:99
|
||||
msgid "Expense Tracker"
|
||||
#: ../../sales/invoicing/time_materials.rst:120
|
||||
msgid "Invoice purchases"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:101
|
||||
msgid "Accounting, where you will need to activate the analytic accounting from the settings"
|
||||
#: ../../sales/invoicing/time_materials.rst:122
|
||||
msgid "The last thing you might need to add to the sale order is purchases made for it."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:108
|
||||
msgid "Create a product to be expensed"
|
||||
#: ../../sales/invoicing/time_materials.rst:125
|
||||
msgid "You will need the *Purchase Analytics* feature, to activate it, go to :menuselection:`Invoicing --> Configuration --> Settings` and select *Purchase Analytics*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:110
|
||||
msgid "You will now need to create a product called ``Kilometers``."
|
||||
#: ../../sales/invoicing/time_materials.rst:129
|
||||
msgid "While making the purchase order don't forget to add the right analytic account."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:115
|
||||
msgid "Product can be expensed"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:117
|
||||
msgid "Product type: Service"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:119
|
||||
msgid "Invoicing policy: invoice based on time and material"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:121
|
||||
msgid "Expense invoicing policy: At cost"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:123
|
||||
msgid "Track service: manually set quantities on order"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:129
|
||||
msgid "Create a sales order"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:131
|
||||
msgid "Still from the Sales module, go to :menuselection:`Sales --> Sales Orders` and add your product **Consultancy** on the order line."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:135
|
||||
msgid "If your product doesn't exist yet, you can configure it on the fly from the SO. Just type the name on the **product** field and click on **Create and edit** to configure it."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:139
|
||||
msgid "Depending on your product configuration, an **Analytic Account** may have been generated automatically. If not, you can easily create one in order to link your expenses to the sale order. Do not forget to confirm the sale order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:148
|
||||
msgid "Refer to the documentation :doc:`../../../accounting/others/analytic/usage` to learn more about that concept."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:152
|
||||
msgid "Create expense and link it to SO"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:154
|
||||
msgid "Let's assume that your consultant covered ``1.000km`` in October as part of his consultancy project. We will create a expense for it and link it to the related sales order thanks to the analytic account."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:158
|
||||
msgid "Go to the **Expenses** module and click on **Create**. Record your expense as follows:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:161
|
||||
msgid "**Expense description**: Kilometers October 2015"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:163
|
||||
msgid "**Product**: Kilometers"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:165
|
||||
msgid "**Quantity**: 1.000"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:167
|
||||
msgid "**Analytic account**: SO0019 - Agrolait"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:172
|
||||
msgid "Click on **Submit to manager**. As soon as the expense has been validated and posted to the journal entries, a new line corresponding to the expense will automatically be generated on the sale order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:179
|
||||
msgid "You can now invoice the invoiceable lines to your customer."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/reinvoice.rst:186
|
||||
msgid ":doc:`milestones`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:3
|
||||
msgid "How to invoice a support contract (prepaid hours)?"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:5
|
||||
msgid "There are different kinds of service sales: prepaid volume of hours/days (e.g. support contract), billing based on time and material (e.g. billing consulting hours) and a fixed price contract (e.g. a project)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:9
|
||||
msgid "In this section, we will have a look at how to sell and keep track of a pre-paid support contract."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:12
|
||||
msgid "As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``. The price is fixed and charged initially. But you want to keep track of the support service you did for the customer."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:20
|
||||
msgid "Install the Sales and Timesheet applications"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:22
|
||||
msgid "In order to sell services, you need to install the **Sales** application, from the **Apps** icon. Install also the **Timesheets** application if you want to track support services you worked on every contract."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:33
|
||||
msgid "Create Products"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:35
|
||||
msgid "By default, products are sold by number of units. In order to sell services ``per hour``, you must allow using multiple unit of measures. From the **Sales** application, go to the menu :menuselection:`Configuration --> Settings`. From this screen, activate the multiple **Unit of Measures** option."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:44
|
||||
msgid "In order to sell a support contract, you must create a product for every support contract you sell. From the **Sales** application, use the menu :menuselection:`Sales --> Products`, create a new product with the following setup:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:48
|
||||
msgid "**Name**: Technical Support"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:52
|
||||
msgid "**Unit of Measure**: Hours"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:54
|
||||
msgid "**Invoicing Policy**: Ordered Quantities, since the service is prepaid, we will invoice the service based on what has been ordered, not based on delivered quantities."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:58
|
||||
msgid "**Track Service**: Timesheet on contracts. An analytic account will automatically be created for every order containing this service so that you can track hours in the related account."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:66
|
||||
msgid "There are different ways to track the service related to a sales order or product sold. With the above configuration, you can only sell one support contract per order. If your customer orders several service contracts on timesheet, you will have to split the quotation into several orders."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:72
|
||||
msgid "Note that you can sell in different unit of measure than hours, example: days, pack of 40h, etc. To do that, just create a new unit of measure in the **Unit of Measure** category and set a conversion ratio compared to **Hours** (example: ``1 day = 8 hours``)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:78
|
||||
msgid "Managing support contract"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:81
|
||||
msgid "Quotations and Sales Orders"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:83
|
||||
msgid "Once the product is created, you can create a quotation or a sales order with the related product. Once the quotation is confirmed and transformed into a sales order, your users will be able to record services related to this support contract using the timesheet application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:93
|
||||
msgid "Timesheets"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:95
|
||||
msgid "To track the service you do on a specific contract, you should use the timesheet application. An analytic account related to the sale order has been automatically created (``SO009 - Agrolait`` on the screenshot here above), so you can start tracking services as soon as it has been sold."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:104
|
||||
msgid "Control delivered support on the sales order"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:106
|
||||
msgid "From the **Sales** application, use the menu :menuselection:`Sales --> Sales Orders` to control the progress of every order. On the sales order line related to the support contract, you should see the **Delivered Quantities** that are updated automatically, based on the number of hours in the timesheet."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:116
|
||||
msgid "Upselling and renewal"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:118
|
||||
msgid "If the number of hours you performed on the support contract is bigger or equal to the number of hours the customer purchased, you are suggested to sell an extra contract to the customer since they used all their quota of service. Periodically (ideally once every two weeks), you should check the sales order that are in such a case. To do so, go to :menuselection:`Sales --> Invoicing --> Orders to Upsell`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:127
|
||||
msgid "If you use Odoo CRM, a good practice is to create an opportunity for every sale order in upselling invoice status so that you easily track your upselling effort."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:131
|
||||
msgid "If you sell an extra support contract, you can either add a new line on the existing sales order (thus, you continue to timesheet on the same order) or create a new order (thus, people will timesheet their hours on the new contract). To unmark the sales order as **Upselling**, you can set the sales order as done and it will disappear from your upselling list."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:138
|
||||
msgid "Special Configuration"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:140
|
||||
msgid "When creating the product form, you may set a different approach to track the service:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:143
|
||||
msgid "**Create task and track hours**: in this mode, a task is created for every sales order line. Then when you do the timesheet, you don't record hours on a sales order/contract, but you record hours on a task (that represents the contract). The advantage of this solution is that it allows to sell several service contracts within the same sales order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:150
|
||||
msgid "**Manually**: you can use this mode if you don't record timesheets in Odoo. The number of hours you worked on a specific contract can be recorded manually on the sales order line directly, in the delivered quantity field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/invoicing/services/support.rst:156
|
||||
msgid ":doc:`../../../inventory/settings/products/uom`"
|
||||
#: ../../sales/invoicing/time_materials.rst:135
|
||||
msgid "Once the PO is confirmed and received, you can create the vendor bill, this will automatically add it to the SO where you can invoice it."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/products_prices.rst:3
|
||||
@@ -901,10 +781,6 @@ msgstr ""
|
||||
msgid "In Odoo you can configure different addresses for delivery and invoicing. This is key, not everyone will have the same delivery location as their invoice location."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/send_quotations/different_addresses.rst:10
|
||||
msgid "Activate the feature"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/send_quotations/different_addresses.rst:12
|
||||
msgid "Go to :menuselection:`SALES --> Configuration --> Settings` and activate the *Customer Addresses* feature."
|
||||
msgstr ""
|
||||
@@ -1054,6 +930,10 @@ msgstr ""
|
||||
msgid "If you often sell the same products or services, you can save a lot of time by creating custom quotation templates. By using a template you can send a complete quotation in no time."
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/send_quotations/quote_template.rst:10
|
||||
msgid "Configuration"
|
||||
msgstr ""
|
||||
|
||||
#: ../../sales/send_quotations/quote_template.rst:12
|
||||
msgid "For this feature to work, go to :menuselection:`Sales --> Configuration --> Settings` and activate *Quotations Templates*."
|
||||
msgstr ""
|
||||
|
||||
Reference in New Issue
Block a user