[I18N] *: export 17.0 translations
closes odoo/documentation#6361
X-original-commit: f13d8b52fc
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
This commit is contained in:
Martin Trigaux
+456
-137
@@ -6,9 +6,9 @@
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo saas-16.1\n"
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-10-27 12:38+0000\n"
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"POT-Creation-Date: 2023-11-08 08:46+0000\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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@@ -78,6 +78,7 @@ msgstr ""
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13
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#: ../../content/applications/sales/sales/products_prices/products/variants.rst:23
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#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:9
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17
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#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:13
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#: ../../content/applications/sales/subscriptions/closing.rst:31
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#: ../../content/applications/sales/subscriptions/upselling.rst:25
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@@ -1282,22 +1283,43 @@ msgid "You can also refund a product by selecting the returned product from an o
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:115
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msgid "Close the POS session"
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msgid "Manage the cash register"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:117
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msgid "To close your session, click :guilabel:`Close` in the upper right corner of your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various information:"
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msgid "To add or take out cash from the register, click the **menu icon** in the upper right corner of your screen and :guilabel:`Cash In/Out`."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:121
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msgid "the number of orders made and the total amount made during the session;"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:122
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msgid "the expected amounts grouped by payment method."
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#: ../../content/applications/sales/point_of_sale.rst:-1
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msgid "Dropdown menu to close a POS session, reach the backend, add or take cash out or check\n"
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"orders"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:124
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msgid "Doing so opens a pop-up window on which you can select :guilabel:`Cash In` or :guilabel:`Cash Out`, enter the amount and the reason, and click :guilabel:`Confirm`."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:130
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msgid "Close the POS session"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:132
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msgid "To close your session, click the **menu icon** in the upper right corner of your screen and :guilabel:`Close Session`."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:135
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msgid "Doing so opens the :guilabel:`Closing Control` pop-up screen. From this screen, you can retrieve various information:"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:138
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msgid "the number of orders made and the total amount made during the session;"
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:139
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msgid "the expected amounts grouped by payment method."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:141
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msgid "Before closing this window, count your cash using the calculator icon. Doing so opens a pop-up window that computes the total amount in the cash drawer depending on the coins and bills counted and added manually. Then, click :guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money Details` are specified in the **Notes** section."
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msgstr ""
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@@ -1305,23 +1327,27 @@ msgstr ""
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msgid "How to close a POS session."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:133
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#: ../../content/applications/sales/point_of_sale.rst:150
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msgid "Once you are done controlling the amounts, click :guilabel:`Close Session` to close and go back to the **POS dashboard**."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:137
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msgid "You can let the session open by clicking :guilabel:`Backend` or abort and keep selling by clicking :guilabel:`Discard`."
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#: ../../content/applications/sales/point_of_sale.rst:154
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msgid "To reach the backend without closing the session, click :guilabel:`Backend` on the dropdown menu."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:139
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#: ../../content/applications/sales/point_of_sale.rst:156
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msgid "To abort, click :guilabel:`Discard` on the pop-up window."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:157
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msgid "Depending on your setup, you might only be allowed to close a session if the expected cash revenue equals the counted cash. To close it anyway, click :guilabel:`Ok` on the :guilabel:`Payments Difference` screen."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:144
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#: ../../content/applications/sales/point_of_sale.rst:162
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msgid "It is strongly advised to close your POS session at the end of each day."
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msgstr ""
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#: ../../content/applications/sales/point_of_sale.rst:145
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#: ../../content/applications/sales/point_of_sale.rst:163
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msgid "To look at all your previous sessions, go to :menuselection:`Point of Sale --> Orders --> Sessions`."
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msgstr ""
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@@ -3888,101 +3914,109 @@ msgid "Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid.
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:25
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msgid "Synchronize (Odoo to Amazon) all available quantities of your products (FBM)."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:27
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msgid "Support multiple seller accounts."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:26
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:28
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msgid "Support multiple marketplaces per seller account."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:29
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
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msgid "Fulfilled By Amazon (FBA)"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:29
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
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msgid "Fulfilled By Merchant (FBM)"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:33
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msgid "**Orders**"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:33
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msgid "Synchronize shipped and canceled orders"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:33
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msgid "Synchronize unshipped and canceled orders"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:34
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:36
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msgid "**Shipping**"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:34
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:36
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msgid "Charges"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:35
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
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msgid "Delivery created"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:39
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msgid "**Gift Wrapping**"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:39
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:46
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msgid "Handled by Amazon"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:39
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msgid "Gift wrapping charges"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:38
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
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msgid "Gift message"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:42
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msgid "**Stock Management**"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:42
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msgid "One stock move created per sales order item"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:42
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msgid "Handled by the delivery"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
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msgid "Products available quantity updated from Odoo to Amazon"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:46
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msgid "**Confirmation**"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:46
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msgid "Notify Amazon when confirming delivery"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:48
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:51
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msgid "The connector is designed to synchronize orders' data as detailed above. Other actions, such as downloading monthly fees reports, handling disputes, or issuing refunds must be managed from Amazon Seller Central, as usual."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:55
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:58
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msgid "Supported Marketplaces"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:57
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:60
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msgid "The Amazon Connector supports all the current marketplaces. If a marketplace is not listed in your Amazon marketplaces, you can :ref:`add a new marketplace <amazon/add-new-marketplace>`."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:63
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:66
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148
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msgid ":doc:`setup`"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:64
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#: ../../content/applications/sales/sales/amazon_connector/setup.rst:105
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#: ../../content/applications/sales/sales/amazon_connector/features.rst:67
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#: ../../content/applications/sales/sales/amazon_connector/setup.rst:115
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msgid ":doc:`manage`"
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msgstr ""
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@@ -4042,76 +4076,88 @@ msgstr ""
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msgid ":doc:`../../../inventory_and_mrp/inventory/shipping/setup/third_party_shipper`"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:57
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59
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msgid "Manage errors when synchronizing deliveries"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:61
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msgid "Sometimes, Amazon can fail to correctly process all the information sent by Odoo. In this case, Odoo sends an email listing all the shipments that failed and the errors Amazon sent with them. In addition, these shipments are flagged with a :guilabel:`Synchronization with Amazon failed` tag."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65
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msgid "Usually, the error can be corrected directly in the Amazon backend or in Odoo. If the problem is corrected in Odoo, synchronize the shipment again using the :guilabel:`Retry Amazon Sync` button."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69
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msgid "It might happen that Odoo receives a notification from Amazon saying that some delivery information was not processed, but without specifying which shipments were affected. In that case, all the shipments in an unknown state will be treated as if they failed to synchronize. Once Odoo receives a notification from Amazon saying that a shipment was processed, its tag will change to :guilabel:`Synchronized with Amazon`. To speed up this process, on your Amazon account, click on :guilabel:`Sync Orders` to manually synchronize these orders, or click on :guilabel:`Recover Order` and enter the relevant Amazon Order Reference."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78
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msgid "Follow deliveries in FBA"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80
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msgid "When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock move is recorded for each sales order item so that it is saved in your system. Inventory managers can find such moves in :menuselection:`Inventory --> Reporting --> Product Moves`. They pick up products in a specific inventory location called **Amazon**. This location represents your stock in Amazon's warehouses and allows you to manage the stock of your products under the FBA program."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:66
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87
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msgid "To follow your Amazon (FBA) stock in Odoo, you can make an inventory adjustment after replenishing it. You can also trigger an automated replenishment from reordering rules on the Amazon location."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:71
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92
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msgid "The Amazon location is configurable by Amazon account managed in Odoo. All accounts of the same company use the same location by default. It is however possible to follow the stock by marketplace. First, remove the marketplace for which you want to follow the stock separately from the list of synchronized marketplaces. Then, create another registration for this account and remove all marketplaces, except the one to isolate from the others. Finally, assign another stock location to the second registration of your account."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:79
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100
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msgid "Issue invoices and register payments"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:82
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103
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msgid "Issue invoices"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:84
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105
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msgid "Sending invoices to Amazon customers directly from Odoo is not feasible due to Amazon's policy of not sharing customer email addresses. Instead, it is possible to manually upload the invoices generated on Odoo to the Amazon backend."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:88
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109
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msgid "In addition, for your B2B clients, it is currently required to manually retrieve VAT numbers from the Amazon backend before creating the invoice in Odoo."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92
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msgid "For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: invoices created from Amazon sales orders are **not** synchronized with TaxCloud, since Amazon already includes them in its own tax report to TaxCloud. (decommissioning TaxCloud integration in Odoo 17+)"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:97
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113
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msgid "Register payments"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:99
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115
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msgid "As customers pay Amazon as an intermediary, creating a dedicated *Bank* journal (for example, named `Amazon payments`) with a dedicated *Bank and Cash* intermediary account is recommended."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:102
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118
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msgid "In addition, as Amazon makes a single monthly payment, selecting all the invoices linked to a single payment is necessary when registering payments. Use the dedicated `Amazon payments` :guilabel:`Journal` and select :guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select all the payments generated and click :menuselection:`Actions --> Create batch payment --> Validate`."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:125
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msgid "The same can be done with vendor bills from Amazon dedicated to commissions. When the balance is received in the bank account at the end of the month and the banks statements are recorded, credit the Amazon intermediary account by the amount received."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:114
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130
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msgid "Follow your Amazon sales in sales reporting"
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:116
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132
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msgid "As a sales team is set on your account under the tab **Order Follow-up**, this helps you give quick glances at the figures in just a few clicks in Sales reporting. By default, your account's sales team is shared between all of your company's accounts."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:120
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136
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msgid "If you wish, you can change the sales team on your account for another to perform a separate reporting for the sales of this account."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:124
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140
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msgid "It is also possible to perform reporting on a per-marketplace basis in a similar fashion. First, remove the marketplace you wish to track separately from the list of synchronized marketplaces. Then, create another registration for this account and remove all marketplaces, except the one to isolate from the others. Finally, assign another sales team to one of the two registrations of your account."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:131
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#: ../../content/applications/sales/sales/amazon_connector/setup.rst:104
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#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147
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#: ../../content/applications/sales/sales/amazon_connector/setup.rst:114
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msgid ":doc:`features`"
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msgstr ""
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@@ -4143,72 +4189,80 @@ msgstr ""
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msgid "Once the account is registered, the marketplaces available to this account are synchronized and listed under the :guilabel:`Marketplaces` tab. If you wish, you can remove some items from the list of synchronized marketplaces to disable their synchronization."
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msgstr ""
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#: ../../content/applications/sales/sales/amazon_connector/setup.rst:28
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#: ../../content/applications/sales/sales/amazon_connector/setup.rst:27
|
||||
msgid "Additionally, you can configure the account to automatically synchronize the available quantity of your product present in your offers. To do so, check the :guilabel:`FBM Stock Synchronization` box. This will automatically send to Amazon the current available quantities of products in Odoo at regular intervals. You'll then need to :ref:`match database products in Amazon <amazon/matching>` for Odoo to know which products needs to be send, as well as the Amazon SKU used to recognize them."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:34
|
||||
msgid "Match database products in Amazon"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:30
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:36
|
||||
msgid "When an Amazon order is synchronized, up to three sales order items are created in Odoo for each product sold on Amazon: one for the marketplace product, one for the shipping charges (if any) and one for the gift wrapping charges (if any)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:36
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:42
|
||||
msgid "The selection of a database product for a sales order item is done by matching its **internal reference** with the **SKU** for marketplace items, the **shipping code** for delivery charges, and the **gift wrapping** code for gift wrapping charges."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:40
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:46
|
||||
msgid "For marketplace products, pairings are saved as **Amazon Offers** which are listed under the **Offers** stat button on the account form. Offers are automatically created when the pairing is established and are used for subsequent orders to lookup SKUs. If no offer with a matching SKU is found, :ref:`the internal reference is used instead <amazon/matching>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:46
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:52
|
||||
msgid "It is possible to force the pairing of a marketplace item with a specific product by changing either the product or the SKU of an offer. The offer can be manually created if it was not automatically done yet. This is useful if you do not use the internal reference as the SKU or if you sell the product under different conditions."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:51
|
||||
msgid "If no database product with a matching internal reference is found for a given SKU or gift wrapping code, a default database product **Amazon Sale** is used. The same is done with the default product **Amazon Shipping** and the shipping code."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:56
|
||||
msgid "To modify the default products, activate the :ref:`developer mode <developer-mode>` and navigate to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Default Products`."
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:58
|
||||
msgid "When synchronizing the available quantity of products, only :guilabel:`Storable Products` are synchronized."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:61
|
||||
msgid "If no database product with a matching internal reference is found for a given SKU or gift wrapping code, a default database product **Amazon Sale** is used. The same is done with the default product **Amazon Shipping** and the shipping code."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:66
|
||||
msgid "To modify the default products, activate the :ref:`developer mode <developer-mode>` and navigate to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Default Products`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:71
|
||||
msgid "Configure taxes of products"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:63
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:73
|
||||
msgid "To allow for tax reporting of Amazon sales with Odoo, the taxes applied to the sales order items are those set on the product or determined by the fiscal position. Make sure to have set the correct taxes on your products in Odoo or to have it done by a fiscal position, to avoid discrepancies in the subtotals between Seller Central and Odoo."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:69
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:79
|
||||
msgid "As Amazon does not necessarily apply the same taxes as those configured in Odoo, it may happen that order totals differ by a few cents from that on Seller Central. Those differences can be resolved with a write-off when reconciling the payments in Odoo."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:76
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:86
|
||||
msgid "Add a new marketplace"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:78
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:88
|
||||
msgid ":ref:`All marketplaces are supported by the Amazon Connector <amazon/supported-marketplaces>`, but recently created ones might be missing from your database. To add a new marketplace, proceed as follows:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:82
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:92
|
||||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118
|
||||
msgid "Activate the :ref:`developer mode <developer-mode>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:83
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:93
|
||||
msgid "Go to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Marketplaces`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:85
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:95
|
||||
msgid "Create a new marketplace record. Enter the :guilabel:`Marketplace ID` and select the :guilabel:`Amazon Region` for your marketplace as described in the `Amazon Documentation for marketplace IDs and regions <https://developer-docs.amazon.com/amazon-shipping/docs/marketplace-ids>`_, and the :guilabel:`Seller Central URL` as described in the `Amazon Documentation for seller central URLs <https://developer-docs.amazon.com/amazon-shipping/docs/seller-central-urls>`_."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:91
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:101
|
||||
msgid "Set the name of the record to `Amazon.<country code>` to easily retrieve it (e.g.: **Amazon.se**). The :guilabel:`API Identifier`, the :guilabel:`Region` and the :guilabel:`Seller Central URL` fields should respectively hold the *MarketplaceId*, the selected Amazon region and the *Seller Central URL* values from the Amazon Documentation."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:95
|
||||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:105
|
||||
msgid "Once the marketplace is saved, update the Amazon Account configuration by going to :menuselection:`Sales --> Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`. Open the account on which you wish to use the new marketplace, go to the :guilabel:`Marketplaces` tab and click on :guilabel:`Update available marketplaces` (an animation should confirm the success of the operation). Newly added marketplaces are automatically added to the list of synchronized marketplaces. If the new marketplace is not added to the list, it means that it is either incompatible or unavailable for your seller account."
|
||||
msgstr ""
|
||||
|
||||
@@ -6229,6 +6283,7 @@ msgstr ""
|
||||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:60
|
||||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:52
|
||||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:90
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:220
|
||||
msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`"
|
||||
msgstr ""
|
||||
|
||||
@@ -6612,6 +6667,306 @@ msgstr ""
|
||||
msgid "Line items for grid variants."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3
|
||||
msgid "PDF quote builder"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:5
|
||||
msgid "The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send customers a fully customized PDF file for quotes, showcasing the company and products, with various information and design elements, instead of just showing the price and total."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9
|
||||
msgid "The PDF Quote Builder groups header pages, product descriptions, the price(s), and footer pages to create a detailed quote. It can also inject dynamic texts in the PDF to personalize the offer for the customer."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13
|
||||
msgid "Having a customized PDF in quotes provides a heightened conclusion to the shopping experience for customers, and adds an elegant level of professionalism to a company."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:19
|
||||
msgid "In order to add custom PDF files for quotes, the :guilabel:`PDF Quote builder` feature *must* be configured."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:22
|
||||
msgid "To do that, navigate to :menuselection:`Sales app --> Configuration --> Settings`. Then, on the :guilabel:`Settings` page, scroll to the :guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote builder` feature."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:-1
|
||||
msgid "The PDF Quote Builder feature located on the Settings page of the Sales application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:30
|
||||
msgid "Here, custom :guilabel:`Header pages` and :guilabel:`Footer pages` can be uploaded. To upload either, click the :guilabel:`Upload your file` button, or the :guilabel:`✏️ (pencil)` icon to the right of the desired field, and proceed to locate, select, and upload the desired PDF file."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:35
|
||||
msgid "Headers and footers can also be added directly in a quotation template, so it's possible to have different variations per template."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:38
|
||||
msgid "Clicking the :guilabel:`🗑️ (trash)` icon deletes the current PDF file and replaces the blank field with an :guilabel:`Upload your file` button."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:41
|
||||
msgid "Once the desired PDF file(s) are uploaded in the appropriate fields in the :guilabel:`PDF Quote builder` section of the *Sales* :guilabel:`Settings` page, be sure to click :guilabel:`Save`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:44
|
||||
msgid "The files uploaded here will be the default PDF used for all quotes."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:47
|
||||
msgid "Values set in the PDF Quote Builder settings are company-specific."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:50
|
||||
msgid "Dynamic text in PDFs"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:52
|
||||
msgid "While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-fill the PDF content with information related to the quote from the Odoo database, like names, prices, etc."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:55
|
||||
msgid "Dynamic text values are form components (text inputs) that can be added in a PDF file, and Odoo automatically fills those values in with information related to the quote."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:59
|
||||
msgid "Dynamic text values"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:61
|
||||
msgid "Below are common dynamic text values used in custom PDFs, and what they represent:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:63
|
||||
msgid ":guilabel:`name`: Sales Order Reference"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:64
|
||||
msgid ":guilabel:`partner_id__name`: Customer Name"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:65
|
||||
msgid ":guilabel:`user_id__name`: Salesperson Name"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66
|
||||
msgid ":guilabel:`amount_untaxed`: Untaxed Amount"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:67
|
||||
msgid ":guilabel:`amount_total`: Total Amount"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:68
|
||||
msgid ":guilabel:`delivery_date`: Delivery Date"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:69
|
||||
msgid ":guilabel:`validity_date`: Expiration Date"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70
|
||||
msgid ":guilabel:`client_order_ref`: Customer Reference"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:73
|
||||
msgid "Double underscore notation for :guilabel:`partner_id__name` and :guilabel:`user_id__name` values are used in place of the typically used `.` symbol because the library currently does not support the `.` symbol."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:77
|
||||
msgid "Product-specific dynamic text values are as follows:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:79
|
||||
msgid ":guilabel:`description`: Product Description"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:80
|
||||
msgid ":guilabel:`quantity`: Quantity"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:81
|
||||
msgid ":guilabel:`uom`: Unit of Measure (UoM)"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:82
|
||||
msgid ":guilabel:`price_unit`: Price Unit"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:83
|
||||
msgid ":guilabel:`discount`: Discount"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:84
|
||||
msgid ":guilabel:`product_sale_price`: Product List Price"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:85
|
||||
msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:86
|
||||
msgid ":guilabel:`tax_excl_price`: Tax Excluded Price"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:87
|
||||
msgid ":guilabel:`tax_incl_price`: Tax Included Price"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90
|
||||
msgid "When a PDF is built, it's best practice to use common dynamic text values (:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the database, Odoo auto-populates those fields with the information from their respective fields."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94
|
||||
msgid "In this case, Odoo would auto-populate the Sales Order Reference in the :guilabel:`name` dynamic text field, and the Customer Name in the :guilabel:`partner_id_name` field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
|
||||
msgid "PDF quote being built using common dynamic placeholders."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:101
|
||||
msgid "Once the PDF file(s) are complete, save them to the computer's hard drive, and proceed to upload them to Odoo via :menuselection:`Sales app --> Configuration --> Settings --> PDF Quote builder`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:104
|
||||
msgid "Upload the created PDF in the :guilabel:`Header pages` or :guilabel:`Footer pages` field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:106
|
||||
msgid "Once the upload(s) are complete, click :guilabel:`Save`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:109
|
||||
msgid "Add PDF to product"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:111
|
||||
msgid "In Odoo *Sales*, it's also possible to add a custom PDF to a product form. When a PDF is added to a product, and that product is used in a quotation, that PDF is also inserted in the final PDF."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:114
|
||||
msgid "To add a custom PDF to a product, start by navigating to :menuselection:`Sales app --> Products --> Products`, and select the desired product to which a custom PDF should be added."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:118
|
||||
msgid "A document could also be added to a product variant, instead of a product. If there are documents on a product *and* on its variant, **only** the documents in the variant are shown."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:121
|
||||
msgid "To add a custom document to a product variant, navigate to :menuselection:`Sales app --> Products --> Product Variants`. Select the desired variant, click the :guilabel:`Documents` smart button, and proceed to upload the custom document(s) to the specific product variant."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:125
|
||||
msgid "On the product page, click the :guilabel:`Documents` smart button at the top of the page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:-1
|
||||
msgid "The Documents smart button on a product form in Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:131
|
||||
msgid "Doing so reveals a separate :guilabel:`Documents` page for that product, wherein files related to that product can be uploaded. From this page, either click :guilabel:`New` or :guilabel:`Upload`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:134
|
||||
msgid "Clicking :guilabel:`Upload` instantly provides the opportunity to upload the desired document. Then, the document can be further configured on the document card, or by clicking the three dots icon in the top right corner of the document card, and then clicking :guilabel:`Edit`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:138
|
||||
msgid "Clicking :guilabel:`New` reveals a blank documents form, in which the desired PDF can be uploaded via the :guilabel:`Upload your file` button on the form, located in the :guilabel:`File Content` field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:-1
|
||||
msgid "A standard document form with various fields for a specific product in Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:146
|
||||
msgid "Various information and configurations related to the uploaded document can be modified here."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:148
|
||||
msgid "The first field on the documents form is for the :guilabel:`Name` of the document, and it is grayed-out (not clickable) until a document is uploaded. Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated with the name of the PDF, and it can then be edited."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:152
|
||||
msgid "Prior to uploading a document, there's the option to designate whether the document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` drop-down field menu."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:-1
|
||||
msgid "A standard document form with an uploaded pdf in Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:160
|
||||
msgid "If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to :guilabel:`File`, and it cannot be modified."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:163
|
||||
msgid "Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field, click the drop-down menu, and select either: :guilabel:`Quotation`, :guilabel:`Confirmed order`, or :guilabel:`Inside quote`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:167
|
||||
msgid ":guilabel:`Quotation`: the document is sent to (and accessible by) customers at any time."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:169
|
||||
msgid ":guilabel:`Confirmed order`: the document is sent to customers upon the confirmation of an order. This is best for user manuals and other supplemental documents."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:172
|
||||
msgid ":guilabel:`Inside quote`: the document is included in the PDF of the quotation, between the header pages and the :guilabel:`Pricing` section of the quote."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:176
|
||||
msgid "When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, the PDF is visible on the quotation the in the *customer portal* under the :guilabel:`Documents` field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
|
||||
msgid "Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:184
|
||||
msgid "Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to :guilabel:`Show on product page` on the front-end (in the online store)."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:188
|
||||
msgid "When the :guilabel:`Show on product page` option is enabled, a link to the uploaded document, `Sample Builder.pdf`, appears on the product's page, located on the frontend in the online store."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191
|
||||
msgid "It appears beneath a :guilabel:`Documents` heading, with a link showcasing the name of the uploaded document."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
|
||||
msgid "Showing a link to an uploaded document on a product page using Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:199
|
||||
msgid "PDF quote"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:201
|
||||
msgid "Once a quote with a pre-configured PDF has been confirmed, Odoo provides the option to print the confirmed quote to check for errors, or to keep for records."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:204
|
||||
msgid "To print the PDF quote, navigate to the confirmed quote, and click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:-1
|
||||
msgid "Print pdf quote option on drop-down menu located on confirmed sales order in Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:212
|
||||
msgid "Doing so instantly downloads the PDF quote. When opened, the PDF quote, along with the configured product PDF that was set to be visible inside the quote, can be viewed and printed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:216
|
||||
msgid "Download these :download:`PDF quote builder examples <pdf_quote_builder/pdfquotebuilderexamples.zip>` for added reference."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3
|
||||
msgid "Quotation templates"
|
||||
msgstr ""
|
||||
@@ -6637,30 +6992,22 @@ msgid "Also, upon activating the :guilabel:`Quotation Template` feature, an inte
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:32
|
||||
msgid "Consider activating the :guilabel:`Quotation Builder` option in the :guilabel:`Settings`, as well, which is located in the right column beside the :guilabel:`Quotation Templates` option. This feature aides in the design and customization of quotation templates."
|
||||
msgid "Consider activating the :guilabel:`PDF Quote Builder` option in the :guilabel:`Settings`, as well, which is located in the right column beside the :guilabel:`Quotation Templates` option. This feature enables the creation of beautiful quotations using various PDF."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:36
|
||||
msgid "**Note:** enabling this feature also automatically installs the Odoo *Website* application."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:-1
|
||||
msgid "How to enable quotation builder on Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:42
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37
|
||||
msgid "Before leaving the :guilabel:`Settings` page, don't forget to click the :guilabel:`Save` button to activate the feature(s) and save all changes made during the session."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:46
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:41
|
||||
msgid "Create quotation templates"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:48
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:43
|
||||
msgid "Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` page, or navigate to :menuselection:`Sales app --> Configuration --> Quotation Templates`. Both options reveal the :guilabel:`Quotation Templates` page, where quotation templates can be created, viewed, and edited."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:52
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47
|
||||
msgid "To create a new quotation template, click the :guilabel:`Create` button, located in the upper-left corner. Doing so reveals a blank quotation template form that can be customized in a number of ways."
|
||||
msgstr ""
|
||||
|
||||
@@ -6668,31 +7015,31 @@ msgstr ""
|
||||
msgid "Create a new quotation template on Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:59
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:54
|
||||
msgid "Start by entering a name for the template in the :guilabel:`Quotation Template` field. Then, in the :guilabel:`Quotation expires after` field, designate how many days the quotation template will remain valid for, or leave the field on the default `0` to keep the template valid indefinitely."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:63
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:58
|
||||
msgid "In the :guilabel:`Company` field, designate to which company this quotation template applies, if working in a multi-company environment."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:66
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:61
|
||||
msgid "Beneath those fields are three tabs: :guilabel:`Lines`, :guilabel:`Optional Products`, :guilabel:`Confirmation`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64
|
||||
msgid "In the :guilabel:`Lines` tab, products can be added to the quotation template by clicking :guilabel:`Add a product`, organized by clicking `Add a section` (and dragging/dropping section headers accordingly), and further explained with discretionary information (such as warranty details, terms, etc.) by clicking :guilabel:`Add a note`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:74
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69
|
||||
msgid "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each compatible cross-selling product related to the original items in the :guilabel:`Lines` tab, if applicable. The products added here ideally compliment the original offering as added value for the prospective buyer."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:78
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:73
|
||||
msgid "Lastly, in the :guilabel:`Confirmation` tab, enable options, as needed, to require an :guilabel:`Online Signature` and/or an :guilabel:`Online Payment`, which each allow buyers to confirm orders automatically using the web portal view after the required action is taken."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:77
|
||||
msgid "There's also an option to add a :guilabel:`Confirmation Mail` to the quotation template, as well - meaning whenever this template is used, and an order is confirmed, an email is sent to the customer informing them that their order has been confirmed."
|
||||
msgstr ""
|
||||
|
||||
@@ -6700,39 +7047,11 @@ msgstr ""
|
||||
msgid "Allow customers to sign electronically or to pay online on Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:91
|
||||
msgid "Design quotation templates"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:94
|
||||
msgid "The following section on designing quotation templates only applies to databases that have the *Quotation Builder* feature enabled, which is accessible by following the :ref:`configuration steps above <sales/send_quotations/templates>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:98
|
||||
msgid "In the upper-left corner of the quotation template form, there's a :guilabel:`Design Template` button. When clicked, Odoo reveals a preview of the quotation template, as it will appear on the front-end of the website, with a :guilabel:`Template Header` specifying that this content will appear on all quotations using this specific template."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:103
|
||||
msgid "To edit the content, look, and overall design of the quotation template, click the :guilabel:`Edit` button in the upper-right corner. Doing so reveals a variety of design elements and feature-filled building blocks."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:-1
|
||||
msgid "Design quotation template on Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:111
|
||||
msgid "Drag and drop any desired building blocks onto the blank quotation template, and proceed to further customize the content to fit any business need. When all blocks and customizations are complete, click the :guilabel:`Save` button to put those configurations into place."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:-1
|
||||
msgid "Drag and drop building blocks to create your quotation template on Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:87
|
||||
msgid "Use quotation templates"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89
|
||||
msgid "When creating a quotation (:menuselection:`Sales app --> Create`), choose a preconfigured template in the :guilabel:`Quotation Template` field drop-down menu."
|
||||
msgstr ""
|
||||
|
||||
@@ -6740,19 +7059,19 @@ msgstr ""
|
||||
msgid "Select a specific template on Odoo Sales."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:129
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96
|
||||
msgid "To view what the customer will see, click the :guilabel:`Customer Preview` smart button to see how the quotation template will look on the front-end of the website."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100
|
||||
msgid "Go to :menuselection:`Sales --> Configuration --> Settings` to select a :guilabel:`Default Template`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:137
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104
|
||||
msgid ":doc:`/applications/sales/sales/send_quotations/get_signature_to_validate`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138
|
||||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:105
|
||||
msgid ":doc:`/applications/sales/sales/send_quotations/get_paid_to_validate`"
|
||||
msgstr ""
|
||||
|
||||
|
||||
Reference in New Issue
Block a user