[I18N] Export 14.0 source terms
This commit is contained in:
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@@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 13.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2019-11-20 10:20+0100\n"
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"POT-Creation-Date: 2020-09-22 16:26+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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@@ -20,339 +20,609 @@ msgstr ""
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msgid "Helpdesk"
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msgstr ""
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#: ../../helpdesk/after_sales.rst:3
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msgid "After sales features: refund, coupon, return, repair, onsite interventions"
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#: ../../helpdesk/advanced.rst:3
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msgid "Advanced"
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msgstr ""
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#: ../../helpdesk/after_sales.rst:4
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msgid "As my business grows, having the tools to allow my helpdesk team to record, track and manage issues raised easy and efficiently, is key. Odoo’s Helpdesk app allows me to generate credit notes, return products, grant coupons, do repairs and plan onsite interventions from a ticket’s page."
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#: ../../helpdesk/advanced/after_sales.rst:3
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msgid "After Sales Features"
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msgstr ""
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#: ../../helpdesk/after_sales.rst:7
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msgid "Set up the After Sales services"
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#: ../../helpdesk/advanced/after_sales.rst:5
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msgid "As your business grows, having the right tool to support your helpdesk team on recording, tracking and managing issues raised easy and efficiently, is key. Odoo’s Helpdesk application allows you to generate credit notes, manage returns, products, repairs, grant coupons, and even plan onsite interventions from a ticket’s page."
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msgstr ""
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#: ../../helpdesk/after_sales.rst:8
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msgid "Go to *Configuration > Helpdesk Teams* and enable the After Sales options: *Refunds, Returns, Coupons, Repairs and Onsite Interventions*."
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#: ../../helpdesk/advanced/after_sales.rst:11
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msgid "Set up the after sales services"
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msgstr ""
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#: ../../helpdesk/after_sales.rst:14
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#: ../../helpdesk/advanced/after_sales.rst:13
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msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable the after sales options: *Refunds, Returns, Coupons, Repairs and Onsite Interventions*."
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msgstr ""
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#: ../../helpdesk/advanced/after_sales.rst:20
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msgid "Generate credit notes from tickets"
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msgstr ""
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#: ../../helpdesk/after_sales.rst:15
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msgid "I can use a credit note to refund a customer or adjust the amount due. For that, I’ll simply go to my ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse* the credit note will be generated, and I can *Post* it while still being in the *Helpdesk* app."
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#: ../../helpdesk/advanced/after_sales.rst:22
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msgid "You can use a credit note to refund a customer or adjust the amount due. For that, simply go to your ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse* generates a credit note, and you can *Post* it while still being in the *Helpdesk* app."
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msgstr ""
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#: ../../helpdesk/after_sales.rst:22
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#: ../../helpdesk/advanced/after_sales.rst:30
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msgid "Allow product returns from tickets"
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msgstr ""
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#: ../../helpdesk/after_sales.rst:23
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msgid "The process of a product return from my customer back to my warehouse will be taken into action when, at the ticket page, I choose the option *Return*."
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#: ../../helpdesk/advanced/after_sales.rst:32
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msgid "The process of a product return from your customer back to your warehouse is taken into action when, at the ticket page, you choose the option *Return*."
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msgstr ""
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#: ../../helpdesk/after_sales.rst:29
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#: ../../helpdesk/advanced/after_sales.rst:39
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msgid "Grant coupons from tickets"
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msgstr ""
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#: ../../helpdesk/after_sales.rst:30
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msgid "First, be sure to have your *Coupon Program* planned at the *Sales or Website* app. At the *Helpdesk* app, I will open my ticket and click on *Coupon*, choose the *Coupon Program > Generate*."
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#: ../../helpdesk/advanced/after_sales.rst:41
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msgid "First, be sure to have your *Coupon Program* planned in the *Sales* or *Website* application. Then, in *Helpdesk*, open your ticket, click on *Coupon*, and choose the respective one."
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msgstr ""
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#: ../../helpdesk/after_sales.rst:37
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#: ../../helpdesk/advanced/after_sales.rst:48
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msgid "Repairs from tickets"
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msgstr ""
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#: ../../helpdesk/after_sales.rst:38
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msgid "Clicking on *Repair* option, on my ticket page, a new repair order form will be shown. Fill up the rest of the fields as needed and choose the next step."
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#: ../../helpdesk/advanced/after_sales.rst:50
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msgid "Clicking on *Repair* option, on your ticket page, a new repair order form is shown. Fill in the information as needed and choose the next step."
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msgstr ""
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#: ../../helpdesk/after_sales.rst:44
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#: ../../helpdesk/advanced/after_sales.rst:57
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msgid "Plan onsite interventions from tickets"
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msgstr ""
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#: ../../helpdesk/after_sales.rst:45
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msgid "At the ticket page, I can now configure my onsite interventions exactly the same way I would do being on the *Field Service* app, clicking on *Plan Intervention*."
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#: ../../helpdesk/advanced/after_sales.rst:59
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msgid "At the ticket's page click on *Plan Intervention*, and set up your onsite intervention exactly the same way as if you were on the *Field Service* application."
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msgstr ""
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#: ../../helpdesk/after_sales.rst:52
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#: ../../helpdesk/advanced/after_sales.rst:67
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msgid ":doc:`../../fsm/overview/invoicing_time`"
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msgstr ""
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#: ../../helpdesk/advanced/after_sales.rst:68
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msgid "`Coupons <https://www.odoo.com/slides/slide/coupon-programs-640?fullscreen=1>`_"
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msgstr ""
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#: ../../helpdesk/after_sales.rst:53
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msgid ":doc:`../manufacturing/repair/repair`"
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#: ../../helpdesk/advanced/after_sales.rst:69
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msgid ":doc:`../../manufacturing/repair/repair`"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:3
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msgid "Get started with Odoo Helpdesk"
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#: ../../helpdesk/advanced/close_tickets.rst:3
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msgid "Allow Customers to Close their Tickets"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:6
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#: ../../helpdesk/advanced/close_tickets.rst:5
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msgid "Allowing customers to close their tickets gives them autonomy and minimize misunderstandings about when an issue is considered solved, or not. It makes communication and actions more efficient."
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msgstr ""
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#: ../../helpdesk/advanced/close_tickets.rst:9
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msgid "Configure the feature"
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msgstr ""
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#: ../../helpdesk/advanced/close_tickets.rst:11
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msgid "To configure the feature go to :menuselection:`Helpdesk --> Settings --> Helpdesk Teams --> Edit` and enable *Ticket closing*."
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msgstr ""
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#: ../../helpdesk/advanced/close_tickets.rst:18
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msgid "In order to designate to which stage the ticket migrates to once it is closed, go to :menuselection:`Helpdesk --> Overview --> Tickets`."
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msgstr ""
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#: ../../helpdesk/advanced/close_tickets.rst:25
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msgid "You can either create a new Kanban stage or work with an existing one. For both scenarios, go to :menuselection:`Helpdesk --> Settings --> Edit Stage` and enable *Closing Stage*."
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msgstr ""
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#: ../../helpdesk/advanced/close_tickets.rst:32
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msgid "If a closing stage is not specified, by default, the ticket is moved to the last stage; contrarily, if you have more than one stage set as closing, the ticket is put in the first one."
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msgstr ""
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#: ../../helpdesk/advanced/close_tickets.rst:36
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msgid "The Costumer Portal"
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msgstr ""
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#: ../../helpdesk/advanced/close_tickets.rst:38
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msgid "Now, once the user logs into his Portal, the option *Close this ticket* is available."
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msgstr ""
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#: ../../helpdesk/advanced/close_tickets.rst:45
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msgid "Get reports on tickets closed by costumers"
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msgstr ""
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#: ../../helpdesk/advanced/close_tickets.rst:47
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msgid "To do an analysis of the tickets that have been closed by costumers go to :menuselection:`Helpdesk --> Reporting --> Tickets --> Filters --> Add Custom filter --> Closed by partner --> Applied`."
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msgstr ""
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#: ../../helpdesk/overview.rst:3
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msgid "Overview"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:9
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msgid "Getting started with Odoo Helpdesk"
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#: ../../helpdesk/overview/forum_and_elearning.rst:3
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msgid "Forum and eLearning"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:11
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msgid "Installing Odoo Helpdesk:"
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#: ../../helpdesk/overview/forum_and_elearning.rst:6
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msgid "Forum"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:13
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msgid "Open the Apps module, search for \"Helpdesk\", and click install"
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#: ../../helpdesk/overview/forum_and_elearning.rst:8
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msgid "To go above and beyond email, live chat, web forms, and phone lines, offer your customers a support forum. This way, customers might become more attached to your company as they would be investing time to get into details of your business. You also encourage the exchange of experiences and knowledge, supporting the feeling of belonging to a community (your community!)."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:19
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msgid "Set up Helpdesk teams"
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#: ../../helpdesk/overview/forum_and_elearning.rst:14
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#: ../../helpdesk/overview/forum_and_elearning.rst:52
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#: ../../helpdesk/overview/ratings.rst:10
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#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:11
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msgid "Set up"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:21
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msgid "By default, Odoo Helpdesk comes with a team installed called \"Support\""
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#: ../../helpdesk/overview/forum_and_elearning.rst:16
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msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Team` and enable *Help Center*."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:26
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msgid "To modify this team, or create additional teams, select \"Configuration\" in the purple bar and select \"Settings\""
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#: ../../helpdesk/overview/forum_and_elearning.rst:23
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msgid "Create, or edit a forum by clicking on the external link. Among the editing options, choose if you would like the *Forum Mode* to be *Questions*: only one answer is allowed per question or *Discussions*: multiple answers are allowed per question."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:32
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msgid "Here you can create new teams, decide what team members to add to this team, how your customers can submit tickets and set up SLA policies and ratings. For the assignation method you can have tickets assigned randomly, balanced, or manually."
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#: ../../helpdesk/overview/forum_and_elearning.rst:31
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msgid "From now on, logged in users can start their discussions. To keep track of posts, go to :menuselection:`Website --> Forum --> Posts`."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:38
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msgid "How to set up different stages for each team"
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#: ../../helpdesk/overview/forum_and_elearning.rst:38
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msgid "Turn tickets into forum posts by simply clicking on *Share on the Forum* on the ticket's page."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:40
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msgid "First you will need to activate the developer mode. To do this go to your settings module, and select the link for \"Activate the developer mode\" on the lower right-hand side."
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#: ../../helpdesk/overview/forum_and_elearning.rst:45
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msgid "eLearning"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:47
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msgid "Now, when you return to your Helpdesk module and select \"Configuration\" in the purple bar you will find additional options, like \"Stages\". Here you can create new stages and assign those stages to 1 or multiple teams allowing for customizable stages for each team!"
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#: ../../helpdesk/overview/forum_and_elearning.rst:47
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msgid "In addition to a forum, offer online courses. When doing so, you link your customers and users’ needs and questions to useful content, helping to boost efficiency as they can also find their answers there."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:53
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msgid "Start receiving tickets"
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#: ../../helpdesk/overview/forum_and_elearning.rst:54
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msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *eLearning*."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:56
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msgid "How can my customers submit tickets?"
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#: ../../helpdesk/overview/forum_and_elearning.rst:61
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msgid "Once the structure and content of your course are ready, *Publish* it by clicking on *Unpublished*."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:58
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msgid "Select \"Configuration\" in the purple bar and select \"Settings\", select your Helpdesk team. Under \"Channels you will find 4 options:"
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#: ../../helpdesk/overview/forum_and_elearning.rst:67
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msgid "To keep track of your course statistics, go to *eLearning* and *View Course*."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:64
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msgid "Email Alias allows for customers to email the alias you choose to create a ticket. The subject line of the email with become the Subject on the ticket."
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#: ../../helpdesk/overview/getting_started.rst:3
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msgid "Getting Started"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:71
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msgid "Website Form allows your customer to go to yourwebsite.com/helpdesk/support-1/submit and submit a ticket via a website form - much like odoo.com/help!"
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#: ../../helpdesk/overview/getting_started.rst:5
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msgid "Helpdesk teams provide your customers with support to queries or errors they might encounter while using your product/service. Therefore, a successful scheme where you can organize multiple teams with their customized pipeline, visibilities settings, and ticket traceability is essential."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:78
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msgid "Live Chat allows your customers to submit a ticket via Live Chat on your website. Your customer will begin the live chat and your Live Chat Operator can create the ticket by using the command /helpdesk Subject of Ticket."
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#: ../../helpdesk/overview/getting_started.rst:10
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msgid "Set up teams"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:86
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msgid "The final option to submit tickets is thru an API connection. View the documentation `*here* <https://www.odoo.com/documentation/13.0/webservices/odoo.html>`__."
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#: ../../helpdesk/overview/getting_started.rst:12
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msgid "To modify or create teams, go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:91
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msgid "Tickets have been created, now what?"
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#: ../../helpdesk/overview/getting_started.rst:14
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msgid "Setting up multiple teams allows you to group tickets by your channels (example: BE/US), or by your support services' types (example: IT, accounting, admin, etc.)."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:93
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msgid "Now your employees can start working on them! If you have selecting a manual assignation method then your employees will need to assign themselves to tickets using the \"Assign To Me\" button on the top left of a ticket or by adding themselves to the \"Assigned to\" field."
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#: ../../helpdesk/overview/getting_started.rst:21
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msgid "Team’s productivity and visibility"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:101
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msgid "If you have selected \"Random\" or \"Balanced\" assignation method, your tickets will be assigned to a member of that Helpdesk team."
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#: ../../helpdesk/overview/getting_started.rst:23
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msgid "Teams can have individual *Assignment Methods* to ensure that tickets get redirected to the right person:"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:104
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msgid "From there they will begin working on resolving the tickets! When they are completed, they will move the ticket to the solved stage."
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#: ../../helpdesk/overview/getting_started.rst:26
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msgid "*Manually*: tickets are manually assigned, allowing employees to manage their own workload and target tickets they are experts at;"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:108
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msgid "How do I mark this ticket as urgent?"
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#: ../../helpdesk/overview/getting_started.rst:28
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msgid "*Random*: tickets are randomly assigned and everyone gets the same amount. This method ensures that all tickets are handled as the assignment happens automatically;"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:110
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msgid "On your tickets you will see stars. You can determine how urgent a ticket is but selecting one or more stars on the ticket. You can do this in the Kanban view or on the ticket form."
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#: ../../helpdesk/overview/getting_started.rst:30
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msgid "*Balanced*: tickets are assigned to the person with the least amount of tickets so that everyone fairly gets the same amount. Thereby, you ensure that all tickets get to be taken care of."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:117
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msgid "To set up a Service Level Agreement Policy for your employees, first activate the setting under \"Settings\""
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#: ../../helpdesk/overview/getting_started.rst:40
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msgid "For the *Random* and *Balanced* assignment methods, you can set the *Team Members* among whom tickets are assigned. Leave the field empty to include all employees (with the proper access rights)."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:123
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msgid "From here, select \"Configure SLA Policies\" and click \"Create\"."
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#: ../../helpdesk/overview/getting_started.rst:43
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msgid "The *Team Visibility* feature allows you to specify who can see and access the team’s tickets. Therefore, ticket’s with sensible information are only seen by the right people. Leave the field empty to include all employees (with the proper access rights)."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:125
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msgid "You will fill in information like the Helpdesk team, what the minimum priority is on the ticket (the stars) and the targets for the ticket."
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#: ../../helpdesk/overview/getting_started.rst:46
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msgid "Set up stages and share it among teams"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:132
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msgid "What if a ticket is blocked or is ready to be worked on?"
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#: ../../helpdesk/overview/getting_started.rst:48
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msgid "To set up stages, go to :menuselection:`Helpdesk --> Configuration --> Stages`. Then, create and/or edit stages as you need and set specific teams to use certain stages under *Team*."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:134
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msgid "If a ticket cannot be resolved or is blocked, you can adjust the \"Kanban State\" on the ticket. You have 3 options:"
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#: ../../helpdesk/overview/getting_started.rst:55
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msgid "Stages can be shared between one or multiple teams, allowing you to adapt the pipeline to your individual needs. They also apply a visibility and access rule, as other teams are not able to see or use the stage."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:137
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msgid "Grey - Normal State"
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#: ../../helpdesk/overview/getting_started.rst:64
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msgid ":doc:`../../general/odoo_basics/add_user`"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:139
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msgid "Red - Blocked"
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#: ../../helpdesk/overview/ratings.rst:3
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msgid "Ratings"
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msgstr ""
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#: ../../helpdesk/getting_started.rst:141
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msgid "Green - Ready for next stage"
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#: ../../helpdesk/overview/ratings.rst:5
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msgid "Allow customers to rate their experience with your helpdesk teams to strengthen your credibility and gain their trust. Reviews can also influence a customer’s decision and open space for feedback that can help you improve the quality of your services."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:143
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msgid "Like the urgency stars you can adjust the state in the Kanban or on the Ticket form."
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#: ../../helpdesk/overview/ratings.rst:12
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msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *Ratings on tickets*. The feature automatically adds a default email template on the non-folded *closing stage(s)* of that team."
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msgstr ""
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#: ../../helpdesk/getting_started.rst:150
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msgid "How can my employees log time against a ticket?"
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#: ../../helpdesk/overview/ratings.rst:21
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msgid "To edit the email template and the stage(s) set as the closing ones, go to the Kanban view of your helpdesk team and click on *Settings*, then on *Edit Stage*."
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msgstr ""
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||||
#: ../../helpdesk/getting_started.rst:152
|
||||
msgid "First, head over to \"Settings\" and select the option for \"Timesheet on Ticket\". You will see a field appear where you can select the project the timesheets will log against."
|
||||
#: ../../helpdesk/overview/ratings.rst:28
|
||||
msgid "Now, once a ticket reaches the stage(s) designated as the *Closing Stage*, an email is sent to the customer."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/getting_started.rst:159
|
||||
msgid "Now that you have selected a project, you can save. If you move back to your tickets, you will see a new tab called \"Timesheets\""
|
||||
#: ../../helpdesk/overview/ratings.rst:35
|
||||
msgid "Ratings can be seen on the :doc:`chatter <../../project/tasks/collaborate>` of each ticket, under the *See Customer Satisfaction* link on the main dashboard, and through *Reporting*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/getting_started.rst:165
|
||||
msgid "Here you employees can add a line to add work they have done for this ticket."
|
||||
#: ../../helpdesk/overview/ratings.rst:39
|
||||
msgid "Ratings visible on the customer portal"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/getting_started.rst:169
|
||||
msgid "How to allow your customers to rate the service they received"
|
||||
#: ../../helpdesk/overview/ratings.rst:41
|
||||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and enable *Display Rating on Customer Portal*. Now, by clicking on the helpdesk team’s name on their ticket, customers can see its ratings."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/getting_started.rst:171
|
||||
msgid "First, you will need to activate the ratings setting under \"Settings\""
|
||||
#: ../../helpdesk/overview/ratings.rst:51
|
||||
msgid ":doc:`../../portal/my_odoo_portal`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/getting_started.rst:176
|
||||
msgid "Now, when a ticket is moved to its solved or completed stage, it will send an email to the customer asking how their service went."
|
||||
#: ../../helpdesk/overview/ratings.rst:52
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:88
|
||||
#: ../../helpdesk/overview/sla.rst:47
|
||||
msgid ":doc:`../advanced/close_tickets`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:3
|
||||
msgid "Record and invoice time for tickets"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:3
|
||||
msgid "Start Receiving Tickets"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:5
|
||||
msgid "You may have service contracts with your clients to provide them assistance in case of a problem. For this purpose, Odoo will help you record the time spent fixing the issue and most importantly, to invoice it to your clients."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:5
|
||||
msgid "Offering a variety of channels from where your customers can contact you grants them flexibility and the right to choose the best one for themselves. And, in order to make sure inquiries across all channels get addressed, it is essential to have a solution where all interactions come in one place."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:11
|
||||
msgid "The modules needed"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:11
|
||||
msgid "Channels options to submit tickets"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:13
|
||||
msgid "In order to record and invoice time for tickets, the following modules are needed : Helpdesk, Project, Timesheets, Sales. If you are missing one of them, go to the Apps module, search for it and then click on *Install*."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:13
|
||||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, and enable the following features as you want them to be available to your users."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:19
|
||||
msgid "Get started to offer the helpdesk service"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:21
|
||||
msgid "Email Alias"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:22
|
||||
msgid "Step 1 : start a helpdesk project"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:24
|
||||
msgid "Let your customers submit tickets by sending an email to your support email address. The subject line of the email becomes the title of the ticket and the content is shown in the Chatter."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:24
|
||||
msgid "To start a dedicated project for the helpdesk service, first go to :menuselection:`Project --> Configuration --> Settings` and make sure that the *Timesheets* feature is activated."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:26
|
||||
msgid "Select *Configure domain name* to be redirected to *Settings* and, from there, enable *External Email Servers* to determine or change your *Alias Domain*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:31
|
||||
msgid "Then, go to your dashboard, create the new project and allow timesheets for it."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:35
|
||||
msgid "Using your own email server is required to send and receive emails in Odoo Community and Enterprise. Online users benefit from a ready-to-use email server."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:35
|
||||
msgid "Step 2 : gather a helpdesk team"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:39
|
||||
msgid "Website Form"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:37
|
||||
msgid "To set a team in charge of the helpdesk, go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and create a new team or select an existing one. On the form, tick the box in front of *Timesheet on Ticket* to activate the feature. Make sure to select the helpdesk project you have previously created as well."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:41
|
||||
msgid "Allow your customers to submit a ticket by filling in a form through your website."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:47
|
||||
msgid "Step 3 : launch the helpdesk service"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:42
|
||||
msgid "Once the feature is activated, get redirected to your website by clicking on *Go to Website*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:49
|
||||
msgid "Finally, to launch the new helpdesk service, first go to :menuselection:`Sales --> Configuration --> Settings` and make sure that the *Units of Measure* feature is activated."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:49
|
||||
msgid "From the website page customize the form as you like. Then, publish it by clicking on *Unpublished*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:56
|
||||
msgid "Then, go to :menuselection:`Products --> Products` and create a new one. Make sure that the product is set as a service."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:56
|
||||
msgid "Live Chat"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:63
|
||||
msgid "Here, we suggest that you set the *Unit of Measure* as *Hour(s)*, but any unit will do."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:59
|
||||
msgid "Through live interactions with your website visitors, helpdesk tickets can be instantly created and redirected to the right person."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:66
|
||||
msgid "Finally, select the invoicing management you would like to have under the *Sales* tab of the product form. Here, we recommend the following configuration :"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:61
|
||||
msgid "Click on your helpdesk team's name - for the example below: *Customer Care* - and :doc:`set up your channel <../../livechat/overview/get_started>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:73
|
||||
msgid "Now, you are ready to start receiving tickets !"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:68
|
||||
msgid "Now, your operators can create tickets by using the :doc:`command <../../livechat/overview/responses>` */helpdesk (subject_of_ticket)*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:76
|
||||
msgid "Solve issues and record time spent"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:72
|
||||
msgid "Prioritize tickets"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:79
|
||||
msgid "Step 1 : place an order"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:74
|
||||
msgid "Use the stars to prioritize your tickets. The most urgent ones appear at the top of your list on the Kanban view."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:81
|
||||
msgid "You are now in the Helpdesk module and you have just received a ticket from a client. To place a new order, go to :menuselection:`Sales --> Orders --> Orders` and create one for the help desk service product you have previously recorded. Set the number of hours needed to assist the client and confirm the sale."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:77
|
||||
msgid "1 star = *Low priority*"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:91
|
||||
msgid "Step 2 : link the task to the ticket"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:78
|
||||
msgid "2 stars = *High priority*"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:93
|
||||
msgid "If you access the dedicated helpdesk project, you will notice that a new task has automatically been generated with the order. To link this task with the client ticket, go to the Helpdesk module, access the ticket in question and select the task on its form."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:79
|
||||
msgid "3 stars = *Urgent*"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:102
|
||||
msgid "Step 3 : record the time spent to help the client"
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:87
|
||||
#: ../../helpdesk/overview/reports.rst:60
|
||||
msgid ":doc:`sla`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:104
|
||||
msgid "The job is done and the client's issue is sorted out. To record the hours performed for this task, go back to the ticket form and add them under the *Timesheets* tab."
|
||||
#: ../../helpdesk/overview/receiving_tickets.rst:89
|
||||
msgid ":doc:`../../discuss/advanced/email_servers`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:112
|
||||
msgid "The hours recorded on the ticket will also automatically appear in the Timesheet module and on the dedicated task."
|
||||
#: ../../helpdesk/overview/reports.rst:3
|
||||
msgid "Reports for a Better Support"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:116
|
||||
msgid "Step 4 : invoice the client"
|
||||
#: ../../helpdesk/overview/reports.rst:5
|
||||
msgid "An efficient customer service solution should have a built-in reporting option. Reports allow you to track trends, identify areas for improvement, manage employees’ workloads and, most importantly, meet your customer’s expectations."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:118
|
||||
msgid "To invoice the client, go back to the Sales module and select the order that had been placed. Notice that the hours recorded on the ticket form now appear as the delivered quantity."
|
||||
#: ../../helpdesk/overview/reports.rst:10
|
||||
msgid "Cases"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/invoice_time.rst:125
|
||||
msgid "All that is left to do, is to create the invoice from the order and then validate it. Now you just have to wait for the client's payment !"
|
||||
#: ../../helpdesk/overview/reports.rst:12
|
||||
msgid "Some examples of the reports Odoo Helpdesk can generate include:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:14
|
||||
msgid "The number of tickets *grouped by* team and ticket type."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:17
|
||||
msgid "In this manner, you are able to evaluate which ticket types have been the most frequent ones, plus the workload of your teams."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:19
|
||||
msgid "Apply *Time Ranges* if you would like to make comparisons to a *Previous Period* or a *Previous Year*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:25
|
||||
msgid "The number of tickets closed per day, per team."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:27
|
||||
msgid "Get an overview of how many requests each team is closing per day in order to measure their performance. Identify productivity levels to understand how many requests they are able to handle."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:35
|
||||
msgid "Filter it by *Assignee* to see Key Performance Indicators (KPI) per agent."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:37
|
||||
msgid "The number of hours tickets are taking to be solved, grouped by team and ticket type."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:39
|
||||
msgid "Check if your expectations are met by *measuring* the *Time to close (hours)*. Your customers not only expect fast responses but they also want their issues to be handled quickly."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:48
|
||||
msgid "Save filters"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:50
|
||||
msgid "Save the filters you use the most and avoid having to reconstruct them every time they are needed. To do so, set the groups, filters, and measures needed. Then, go to *Favorites*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/reports.rst:59
|
||||
msgid ":doc:`receiving_tickets`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/sla.rst:3
|
||||
msgid "Service Level Agreements (SLA)"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/sla.rst:5
|
||||
msgid "Service Level Agreements (SLA) are commitments you make with your customers to outline how a service is delivered. It bolsters trust between you and your customers as it makes clear what needs to be done, to what standard, and when."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/sla.rst:10
|
||||
msgid "Create your policies"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/sla.rst:13
|
||||
msgid "First, enable the feature on the settings of the team you would like policies to be applied, going to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/sla.rst:15
|
||||
msgid "Create your policies through the team’s settings page or go to :menuselection:`Helpdesk --> Configuration --> SLA Policies`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/sla.rst:23
|
||||
msgid "Choose to which **Team** the policy is relevant and the **Minimum Priority** a ticket needs to have for the policy to be applied."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/sla.rst:27
|
||||
msgid "**Target** is the stage a ticket needs to reach within the period defined to satisfy the SLA. The period is based on the ticket’s creation date, and a deadline is set on the ticket’s form once it matches an SLA policy rule. If a ticket has more than one policy applied to it, the closest deadline of all SLAs is the one considered."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/sla.rst:29
|
||||
msgid "When a ticket has satisfied an SLA policy, the SLA tag appears in green and the deadline field is not shown anymore."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/sla.rst:37
|
||||
msgid "SLA Analysis"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/overview/sla.rst:39
|
||||
msgid "Go to :menuselection:`Helpdesk --> Reporting --> SLA Status Analysis`. Apply *Filters* and *Group by* to identify tickets that should be prioritized and keep track of upcoming deadlines."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice.rst:3
|
||||
msgid "Timesheet and Invoice"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Prepaid Support Services)"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:5
|
||||
msgid "Have the option to work with prepaid support services, meaning that a sales order and a corresponding invoice are issued and, once the service is done, you can deduct the time spent. Odoo allows it to happen because the applications are fully integrated, resulting in faster responses to your customer needs."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:14
|
||||
msgid "Step 1: Set up a helpdesk team"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:17
|
||||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, create or edit an existing team, and enable *Timesheet on Ticket* and *Time Reinvoicing*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:20
|
||||
msgid "Select or create a project under *Timesheet on Ticket*. The selected/created is the one at which employees timesheet on by default. However, it can be ultimately modified on each ticket."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:28
|
||||
msgid "Step 2: Set up a service"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:31
|
||||
msgid "Go to :menuselection:`Sales --> Configuration --> Settings` and enable *Units of Measure* to optionally be able to choose *hours* (for example) as the unit of measure of your service."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:33
|
||||
msgid "Then, go to :menuselection:`Sales --> Products --> Products`, create or edit an existing one, and set its *Product Type* as *Service*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:40
|
||||
msgid "Now, select the invoicing management you would like to have under the *Sales* tab. We recommend the following configuration:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:47
|
||||
msgid "This configuration ensures that the customer is invoiced by the number of hours predicted in the sales order, meaning that less or extra hours recorded are not taken into account. It also ensures that every time a sales order is confirmed, a new task is created under the right project, automating the process."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:53
|
||||
msgid "We recommend setting up a specific project, as it was done for this flow example. The important thing to remember is that the sales order item needs to be set on the corresponding project or task, in order to reinvoice the time spent on a ticket."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:58
|
||||
msgid "Prevision an invoice and record time"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:61
|
||||
msgid "Step 1: Place an order"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:63
|
||||
msgid "Go to :menuselection:`Sales --> Orders --> Orders` and create one for the helpdesk service product you have previously set up, with the customer who needs the ticket to be opened. Set the number of hours needed to assist the customer and *Confirm* the order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:72
|
||||
msgid "Step 2: Invoice the customer"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:74
|
||||
msgid "In *Sales*, select the respective sales order to *Create Invoice*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:82
|
||||
msgid "Step 3: Link the task to the ticket"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:84
|
||||
msgid "Now, in *Helpdesk*, create or edit the respective ticket and link it to the task created by the confirmation of the sales order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:92
|
||||
msgid "Step 4: Record the time spent"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:94
|
||||
msgid "Still on the respective helpdesk ticket, record the hours performed under the *Timesheets* tab."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:100
|
||||
msgid "Note that the hours recorded on the ticket form are shown on the *Delivered* column in the sales order."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:108
|
||||
msgid "Hours recorded on the ticket are automatically shown in *Timesheets* and on the dedicated task."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:111
|
||||
msgid ":doc:`reinvoice_from_project`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/invoice_time.rst:112
|
||||
msgid ":doc:`../../inventory/management/products/uom`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Postpaid Support Services)"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:5
|
||||
msgid "Directly pull the billable time you have tracked on your helpdesk tickets into sales orders and invoices through a project task. It gives you more control over what you charge your client, and it is more efficient."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:10
|
||||
msgid "Configuration"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:13
|
||||
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk team --> Edit` and enable the options *Timesheet on Ticket* and *Time Reinvoicing*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:15
|
||||
msgid "Under *Timesheet on Ticket*, choose the *Project* to which tickets (and timesheets) will be linked by default. Open its *External link* to enable the feature *Bill from tasks*."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:22
|
||||
msgid "Create a sales order and an invoice"
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:24
|
||||
msgid "Now, once you have recorded the time you spent on the helpdesk ticket, under the *Timesheets* tab, access the task clicking on its name."
|
||||
msgstr ""
|
||||
|
||||
#: ../../helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:31
|
||||
msgid "*Create Sales Order* and proceed to create the invoice."
|
||||
msgstr ""
|
||||
|
||||
|
||||
Reference in New Issue
Block a user