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After Width: | Height: | Size: 2.9 KiB |
@@ -191,8 +191,8 @@ Odoo:
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||||
- :ref:`Initial Qualification <recruitment/initial-qualification>`
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- :ref:`First Interview <recruitment/first-interview>`
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- :ref:`Second Interview <recruitment/second-interview>`
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- :ref:`Contract Proposal <recruitment/contract-proposal>`
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- :ref:`Contract Signed <recruitment/contract-signed>`
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- :doc:`Contract Proposal <recruitment/offer_job_positions>`
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- :ref:`Contract Signed <recruitment/offer_job_positions/contract-signed>`
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The last column, :guilabel:`Contract Signed`, is folded by default. Folded columns appear gray, and
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the applicants in it are hidden from view. To expand the folded stage and view the applicant cards
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@@ -542,141 +542,18 @@ activities or emails configured. The recruiter can now :doc:`schedule a second i
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<recruitment/schedule_interviews>` with the applicant, following the same process as the first
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interview.
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.. _recruitment/contract-proposal:
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Contract proposal
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-----------------
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When the applicant has passed the interview stages and an offer is ready to be sent, they can be
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moved to the :guilabel:`Contract Proposal` stage. Drag and drop the applicant's card to the
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:guilabel:`Contract Proposal` stage, or click on the :guilabel:`Contract Proposal` stage button at
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the top-right of the individual applicant's card.
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The next step is to send an offer to the applicant. On the applicant's card, click the
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||||
:guilabel:`Generate Offer` button. A :guilabel:`Generate a Simulation Link` pop-up appears. Most
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fields are pre-populated with information from the job position. If any necessary fields are blank,
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enter the relevant information in the fields.
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.. note::
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Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-up. Depending on the
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localization setting for the company and the applications installed, some fields may not appear.
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For example if the *Fleet* application is not installed, any fields related to vehicles do not
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appear on the pop-up window.
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Universal fields
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~~~~~~~~~~~~~~~~
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The following fields appear for all offers sent to applicants regardless of localization settings.
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- :guilabel:`Contract Template`: the template currently being used to populate the
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:guilabel:`Generate a Simulation Link` pop-up window. To modify the template, click the
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:guilabel:`Internal link` icon to the right of the drop-down arrow. Make any changes, then click
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:guilabel:`Save & Close`. A different :guilabel:`Contract Template` can be selected using the
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drop-down menu.
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- :guilabel:`Job Position`: the name of the :guilabel:`Job Position` being offered to the
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applicant. The selections available in the drop-down menu correspond to the :guilabel:`Job
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Positions` configured on the main *Recruitment* dashboard.
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- :guilabel:`Job Title`: the specific name of the position being offered to the applicant.
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- :guilabel:`Department`: the :guilabel:`Department` the job position falls under.
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- :guilabel:`Contract Start Date`: the date the contract takes effect. The default date is the
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current date. To modify the date, click the drop-down to reveal a calendar. Use the :guilabel:`<
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(left)` and :guilabel:`> (right)` arrows on either side of the month to navigate to the desired
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month, then click on the :guilabel:`day` to select the date.
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- :guilabel:`Yearly Cost`: the annual salary being offered.
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- :guilabel:`Link Expiration Date`: job offers are only valid for a specific period of time. The
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default expiration date is 30 days. Modify the expiration date, if desired.
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Send offer
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~~~~~~~~~~
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When the information is all updated, click :guilabel:`Send By Email` to send the offer to the
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applicant.
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If the applicant does not have an email address listed on their applicant card, a warning appears in
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a red box at the bottom of the :guilabel:`Generate a Simulation Link` pop-up window, stating
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:guilabel:`The applicant does not have a valid email set. The Offer Link won't be able to be
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completed.` Click :guilabel:`Discard`, enter an email on the applicant's card, then click the
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:guilabel:`Generate Offer` button again.
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An email pop-up window loads. The default :guilabel:`Recruitment: Your Salary Package` email
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template is used, and the :guilabel:`Recipients`, :guilabel:`Subject`, and email body are
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pre-populated based on the email template.
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If any attachments need to be added, click the :guilabel:`Attachments` button and a file explorer
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window appears. Navigate to the desired file, then click :guilabel:`Open` to attach it to the email.
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The attachment loads, and is listed above the :guilabel:`Attachments` button.
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Once the email is ready to send, click :guilabel:`Send`.
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.. note::
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To send an offer, ensure the *Sign* application is installed. This is necessary so the offer can
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be sent to the applicant by the recruiter. The applicant does not need any software installed.
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.. image:: recruitment/send-offer.png
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:align: center
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:alt: Send an email to the applicant with a link to the offered salary.
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Configure your package
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~~~~~~~~~~~~~~~~~~~~~~
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The email template includes a :guilabel:`Configure your package` button. This link takes the
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applicant to a webpage where they can modify the proposed salary package, and enter their personal
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information.
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Once the applicant is hired, the personal information entered on the webpage is imported to their
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employee record, when created.
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If applicable, the applicant can modify their salary package. This option is not available for all
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localizations. Depending on where the company is located, this option may not be available.
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Once all the information is completed, the applicant accepts the offer by clicking the
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:guilabel:`Review Contract & Sign` button to accept the contract and sign it using the *Sign*
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application.
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.. _recruitment/contract-signed:
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Contract signed
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---------------
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Once the applicant has accepted the offer and signed the contract, the next step is to move the
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applicant to the :guilabel:`Contract Signed` stage. To move the applicant to the next stage, drag
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and drop the applicant's card to the :guilabel:`Contract Signed` stage, or click the
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:guilabel:`More` button at the top of the applicant's card to reveal the :guilabel:`Contract
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Signed` stage button at the top of the individual applicant's card, and click :guilabel:`Contract
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Signed`.
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The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the card may still be
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dragged and dropped into that stage.
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Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a green :guilabel:`HIRED`
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banner appears in the top-right of the applicant's card.
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.. image:: recruitment/hired.png
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:align: center
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:alt: Hired banner in the top right corner of applicant card.
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Create employee
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~~~~~~~~~~~~~~~
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Once the applicant has been hired, the next step is to create an employee record of them. On the
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applicant's card, click the :guilabel:`Create Employee` button in the top-left. An employee form
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appears, and any information from the applicant's card that can be imported into the employee card
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appears in the form.
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Fill out the rest of the form. For detailed information on the fields, refer to the
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:doc:`employees/new_employee` documentation. When done, the employee record is saved in the
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*Employees* app.
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.. seealso::
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- recruitment/new_job
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- recruitment/schedule_interviews
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- recruitment/add-new-applicants
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- recruitment/schedule_interviews
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- recruitment/offer_job_positions
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- recruitment/refuse_applicant
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.. toctree::
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:titlesonly:
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recruitment/new_job
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recruitment/schedule_interviews
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recruitment/add-new-applicants
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recruitment/schedule_interviews
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recruitment/offer_job_positions
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recruitment/refuse_applicant
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@@ -0,0 +1,160 @@
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===================
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Offer job positions
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===================
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Once an applicant has successfully passed the various interview stages, the recruitment team is
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ready to send an offer for employment. The next step is to send the applicant a contract.
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.. seealso::
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Refer to the :doc:`recruitment <../recruitment>` documentation for details on the various stages
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of the recruitment process.
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Contract proposal
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=================
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When an offer is ready to be sent, first open the applicant's card by navigating to the
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:menuselection:`Recruitment app`, and clicking on the desired job position card.
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From the resulting :guilabel:`Job Positions` Kanban view, the corresponding applicant card can be
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dragged-and-dropped to the :guilabel:`Contract Proposal` stage. Or, click into the desired
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applicant's card, and click the :guilabel:`Contract Proposal` stage, located in the status bar in
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the top-right of the applicant's form.
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The next step is to send an offer to the applicant. Start by selecting the desired applicant's card
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to open their applicant form.
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On the applicant's form, click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a
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||||
Simulation Link` pop-up window appears.
|
||||
|
||||
Most fields are pre-populated with information from the job position. If any necessary fields are
|
||||
blank, or if any information needs to be updated, enter, or update, the relevant information in the
|
||||
corresponding fields.
|
||||
|
||||
.. note::
|
||||
Depending on the localization setting for the company, and which applications are installed, some
|
||||
fields may not appear in the :guilabel:`Generate a Simulation Link` pop-up window.
|
||||
|
||||
For example, if the *Fleet* application is **not** installed, any fields related to vehicles do
|
||||
**not** appear.
|
||||
|
||||
Universal fields
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||||
----------------
|
||||
|
||||
The following fields appear in the :guilabel:`Generate a Simulation Link` pop-up window, regardless
|
||||
of the localization.
|
||||
|
||||
- :guilabel:`Contract Template`: the template currently being used to populate the
|
||||
:guilabel:`Generate a Simulation Link` pop-up window. Use the drop-down menu to select a different
|
||||
:guilabel:`Contract Template`, if desired.
|
||||
|
||||
.. note::
|
||||
To modify the template, hover over the current template name, and click the :icon:`oi-launch`
|
||||
:guilabel:`Internal link` icon that appears to the right of the field. Make any desired
|
||||
changes, then click :guilabel:`Save & Close`.
|
||||
|
||||
- :guilabel:`Job Position`: the name of the :guilabel:`Job Position` being offered to the applicant.
|
||||
The selections available in the drop-down menu correspond to the job position configured on the
|
||||
main *Recruitment* dashboard.
|
||||
- :guilabel:`Job Title`: the selected :guilabel:`Job Position` populates this field, by default.
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||||
The title can be modified to suit the specific applicant's position and provide more details.
|
||||
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||||
.. example::
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||||
An applicant is offered a marketing manager job at a shoe company, specifically for the
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children's line.
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||||
The :guilabel:`Job Position` selected from the drop-down menu is `Marketing Manager`, and the
|
||||
:guilabel:`Job Title` is modified for their specific responsibilities, `Marketing Manager:
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||||
Children's Shoes`.
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||||
- :guilabel:`Department`: the department the job position falls under.
|
||||
- :guilabel:`Contract Start Date`: the date the contract takes effect. The default date is the
|
||||
current date. To modify the date, click on the displayed date to reveal a calendar popover window.
|
||||
Navigate to the desired month, then click the day to select the date.
|
||||
- :guilabel:`Yearly Cost`: the annual salary being offered.
|
||||
- :guilabel:`Link Expiration Date`: the number of days the job offer is valid. The default
|
||||
expiration date is `30` days. Modify the expiration date, if desired.
|
||||
|
||||
Send offer
|
||||
----------
|
||||
|
||||
Once the :guilabel:`Generate a Simulation Link` pop-up window is complete, click :guilabel:`Send By
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||||
Email` to reveal an email pop-up window.
|
||||
|
||||
.. important::
|
||||
If the applicant does not have an email address listed on their applicant card, a warning appears
|
||||
in a red box at the bottom of the :guilabel:`Generate a Simulation Link` pop-up window, stating:
|
||||
:guilabel:`The applicant does not have a valid email set. The Offer Link won't be able to be
|
||||
completed.` Click :guilabel:`Discard`, then enter an email on the applicant's card. Once an email
|
||||
is entered, click the :guilabel:`Generate Offer` button, and the email pop-up window loads again.
|
||||
|
||||
The default :guilabel:`Recruitment: Your Salary Package` email template is used (set in the
|
||||
:guilabel:`Load template` field), and the :guilabel:`Recipients`, :guilabel:`Subject`, and email
|
||||
body are pre-populated based on the email template.
|
||||
|
||||
If any attachments need to be added, click the :icon:`fa-paperclip` :guilabel:`Attachments` button,
|
||||
and a file explorer window appears. Navigate to the desired file, then click :guilabel:`Open` to
|
||||
attach it to the email. The attachment loads, and is listed above the :icon:`fa-paperclip`
|
||||
:guilabel:`Attachments` button.
|
||||
|
||||
Once the email is ready to send, click :guilabel:`Send`. The email pop-up window closes, and an
|
||||
:guilabel:`Offers` smart button appears at the top of the applicant's card.
|
||||
|
||||
.. note::
|
||||
To send an offer, ensure the *Sign* application is installed. This is necessary, so the offer can
|
||||
be sent to the applicant by the recruiter, and they can actually sign the offer. The applicant
|
||||
does **not** need any software installed to sign the offer.
|
||||
|
||||
.. image:: offer_job_positions/send-offer.png
|
||||
:align: center
|
||||
:alt: Send an email to the applicant with a link to the offered salary.
|
||||
|
||||
Configure your package
|
||||
----------------------
|
||||
|
||||
If applicable, the applicant can modify their salary package. This option is not available for all
|
||||
localizations. Depending on where the company is located, this option may not be available.
|
||||
|
||||
The email template includes a :guilabel:`Configure your package` button. This link takes the
|
||||
applicant to a webpage, where they can modify the proposed salary package, and enter their personal
|
||||
information.
|
||||
|
||||
Once the applicant is hired, the personal information entered on the webpage is imported to their
|
||||
employee record, when created.
|
||||
|
||||
Once all the information is completed, the applicant can then accept the offer by clicking the
|
||||
:guilabel:`Review Contract & Sign` button to accept the contract, and sign it using the *Sign*
|
||||
application.
|
||||
|
||||
.. _recruitment/offer_job_positions/contract-signed:
|
||||
|
||||
Contract signed
|
||||
===============
|
||||
|
||||
Once the applicant has accepted the offer and signed the contract, the next step is to move the
|
||||
applicant to the :guilabel:`Contract Signed` stage. This stage is folded in the Kanban view, by
|
||||
default.
|
||||
|
||||
To move the applicant to that stage, drag-and-drop the applicant's card to the :guilabel:`Contract
|
||||
Signed` stage. If the stage is not visible, click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)`
|
||||
button to the right of :guilabel:`Contract Proposal` on the applicant's form, and click
|
||||
:guilabel:`Contract Signed` from the resulting drop-down menu.
|
||||
|
||||
Once the applicant is moved to the :guilabel:`Contract Signed` stage, a green :guilabel:`HIRED`
|
||||
banner appears in the top-right of the applicant's card and form.
|
||||
|
||||
.. image:: offer_job_positions/hired.png
|
||||
:align: center
|
||||
:alt: Hired banner in the top right corner of applicant card.
|
||||
|
||||
Create employee
|
||||
===============
|
||||
|
||||
Once the applicant has been hired, the next step is to create their employee record. Click the
|
||||
:guilabel:`Create Employee` button in the top-left corner of the hired applicant's form.
|
||||
|
||||
An employee form appears, with information from the applicant's card, and the employee contract.
|
||||
|
||||
Fill out the rest of the employee form. For detailed information on the fields, refer to the
|
||||
:doc:`../employees/new_employee` documentation.
|
||||
|
||||
Once completed, the employee record is saved in the *Employees* app.
|
||||
|
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
|
Before Width: | Height: | Size: 32 KiB After Width: | Height: | Size: 32 KiB |
@@ -22,6 +22,8 @@ the :ref:`reporting <referrals/reporting>` and configurations menus. For more in
|
||||
and access rights, refer to these documents: :doc:`../general/users` and
|
||||
:doc:`../general/users/access_rights`.
|
||||
|
||||
.. _referrals/onboarding:
|
||||
|
||||
Onboarding
|
||||
==========
|
||||
|
||||
@@ -168,76 +170,6 @@ any changes, and revert to the original content.
|
||||
original image. To revert to the original image, the *Referrals* application must be *uninstalled
|
||||
then reinstalled.*
|
||||
|
||||
Referral points
|
||||
===============
|
||||
|
||||
The referral program is based on earning points that are then exchanged for rewards. On the main
|
||||
*Referrals* application dashboard, the top displays a summary of the user's current points. The left
|
||||
side of the summary displays the total points earned, and the right side displays the points that
|
||||
are available to spend.
|
||||
|
||||
To see the various referrals and the points earned for each, click on one of the buttons directly
|
||||
beneath the avatars. The options are :guilabel:`Referrals`, :guilabel:`Ongoing`, and
|
||||
:guilabel:`Successful`.
|
||||
|
||||
The current number of referrals who are still active in the recruitment pipeline, and have not yet
|
||||
been hired or refused, appear above the :guilabel:`Ongoing` button. The number of referrals who have
|
||||
been hired appear above the :guilabel:`Successful` button. The total number of referrals (both the
|
||||
ongoing and successful referrals combined) appear above the :guilabel:`Referrals` button.
|
||||
|
||||
.. note::
|
||||
To view the referrals associated with each of the categories, :guilabel:`Referrals`,
|
||||
:guilabel:`Ongoing`, and :guilabel:`Successful`, click on the corresponding button. All the
|
||||
referrals for that specific category are displayed.
|
||||
|
||||
My referrals
|
||||
------------
|
||||
|
||||
To see all the referrals (both ongoing and successful) click the :guilabel:`Referrals` button. A
|
||||
:guilabel:`My Referral` window loads. This screen displays all the referrals, with each referral in
|
||||
its own referral card.
|
||||
|
||||
A successful referral displays a green :guilabel:`Hired` banner in the top-right corner of the card.
|
||||
Referrals that are in process display a purple :guilabel:`In Progress` banner in the top-right
|
||||
corner.
|
||||
|
||||
Each referral card lists the name of the applicant, the subject/application title (as it appears on
|
||||
the applicant card in the *Recruitment* app), the name of the job position, the person responsible
|
||||
for filling the role (recruiter), and the points earned. For referrals that have been hired, the
|
||||
selected avatar also appears on the card.
|
||||
|
||||
.. image:: referrals/referrals.png
|
||||
:align: center
|
||||
:alt: Two referral cards, one hired and one in-progress.
|
||||
|
||||
Points
|
||||
~~~~~~
|
||||
|
||||
The points that can be earned for a referral are the same across all job positions. Each stage of
|
||||
the recruitment process has corresponding points assigned to it. The stages listed correspond to the
|
||||
stages configured in the *Recruitment* application.
|
||||
|
||||
On each individual referral card, beneath the points earned is a bar chart that displays how many
|
||||
points have been earned out of the total possible points that can be earned if the applicant is
|
||||
hired.
|
||||
|
||||
Beneath the bar chart is a list of the various recruitment stages and the points earned when the
|
||||
referral moves to that stage. If a stage has been achieved and the points have been earned, a green
|
||||
check mark appears next to the stage.
|
||||
|
||||
.. example::
|
||||
The pre-configured point structure for referrals is as follows:
|
||||
|
||||
- :guilabel:`Initial Qualification`: 1 point
|
||||
- :guilabel:`First Interview`: 20 points
|
||||
- :guilabel:`Second Interview`: 9 points
|
||||
- :guilabel:`Contract Proposal`: 5 points
|
||||
- :guilabel:`Contract Signed`: 50 points
|
||||
|
||||
The total points earned for a referral that is hired is 85 points. Modifications of the points
|
||||
earned for each stage are done in the *Recruitment* application. Refer to the
|
||||
:ref:`Recruitment <recruitment/modify-stages>` documentation to modify the points for each stage.
|
||||
|
||||
.. _referrals/levels:
|
||||
|
||||
Levels
|
||||
@@ -356,11 +288,13 @@ spreadsheet from the drop-down menu, or select :guilabel:`New Spreadsheet`. Clic
|
||||
|
||||
.. seealso::
|
||||
- :doc:`referrals/share_jobs`
|
||||
- :doc:`referrals/points`
|
||||
- :doc:`referrals/rewards`
|
||||
- :doc:`referrals/alerts`
|
||||
|
||||
.. toctree::
|
||||
|
||||
referrals/share_jobs
|
||||
referrals/points
|
||||
referrals/rewards
|
||||
referrals/alerts
|
||||
|
||||
@@ -0,0 +1,72 @@
|
||||
===============
|
||||
Referral points
|
||||
===============
|
||||
|
||||
The *Referrals* application allows employees to earn points that are then exchanged for
|
||||
:doc:`rewards <rewards>`.
|
||||
|
||||
Current referral points can be viewed on the main *Referrals* app dashboard, which appears when the
|
||||
application is opened, after the :ref:`onboarding <referrals/onboarding>` slides have been viewed or
|
||||
skipped.
|
||||
|
||||
At the top, a summary of the user's current points is displayed. The left side of the summary
|
||||
displays the :guilabel:`Total` points earned, and the right side displays the points that are
|
||||
available :guilabel:`To Spend`.
|
||||
|
||||
To view the various referral stages, and their respective earned points, click one of the referral
|
||||
statuses beneath the avatar. The options are: :guilabel:`Referrals`, :guilabel:`Ongoing`, and
|
||||
:guilabel:`Successful`.
|
||||
|
||||
The current number of referrals that are still active in the recruitment pipeline, but have not yet
|
||||
been hired or refused, appear above :guilabel:`Ongoing`. The number of referrals that have been
|
||||
hired, appear above :guilabel:`Successful`. The total number of referrals, both the ongoing and
|
||||
successful referrals combined, appears above :guilabel:`Referrals`.
|
||||
|
||||
My referrals
|
||||
============
|
||||
|
||||
To see all the referrals, both ongoing and successful, click :guilabel:`Referrals`. The
|
||||
:guilabel:`My Referral` screen page displays all the referrals, with each individual referral housed
|
||||
in its own referral card.
|
||||
|
||||
A successful referral displays a white :icon:`fa-check` :guilabel:`Hired` badge in the top-right
|
||||
corner of the card, along with a vertical green stripe on the left-side of the card. Referrals that
|
||||
are in process have a purple :guilabel:`In Progress` badge in the top-right corner.
|
||||
|
||||
Each referral card lists the name of the applicant, the subject/application title as it appears on
|
||||
the applicant card in the *Recruitment* app, the name of the job position, the person responsible
|
||||
for filling the role (i.e. the recruiter), and the points earned.
|
||||
|
||||
For referrals that have been hired, the selected avatar also appears on the card.
|
||||
|
||||
.. image:: points/referrals.png
|
||||
:align: center
|
||||
:alt: Two referral cards, one hired and one in-progress.
|
||||
|
||||
Points
|
||||
------
|
||||
|
||||
The points that can be earned for a referral are the same across all job positions. Each stage of
|
||||
the recruitment process has corresponding points assigned to it. The stages listed correspond to the
|
||||
stages configured in the *Recruitment* application.
|
||||
|
||||
On each individual referral card, beneath the points earned, is a progress bar that displays how
|
||||
many points have been earned out of the total possible points that can be earned, if the applicant
|
||||
is hired.
|
||||
|
||||
Beneath the bar chart is a list of the various recruitment stages, and the points earned when the
|
||||
referral moves to that stage. If a stage has been achieved, and the points have been earned, a green
|
||||
:icon:`fa-check` :guilabel:`(checkmark)` appears next to the stage.
|
||||
|
||||
.. note::
|
||||
The preconfigured point structure for referrals is as follows:
|
||||
|
||||
- :guilabel:`Initial Qualification`: 1 point
|
||||
- :guilabel:`First Interview`: 20 points
|
||||
- :guilabel:`Second Interview`: 9 points
|
||||
- :guilabel:`Contract Proposal`: 5 points
|
||||
- :guilabel:`Contract Signed`: 50 points
|
||||
|
||||
The default total points earned for a referral that is hired is 85 points. Modifications of the
|
||||
points earned for each stage are made in the *Recruitment* application. Refer to the
|
||||
:ref:`Recruitment <recruitment/modify-stages>` documentation to modify the points for each stage.
|
||||
|
After Width: | Height: | Size: 40 KiB |
|
Before Width: | Height: | Size: 26 KiB |
@@ -8,7 +8,7 @@ Odoo's *Time Off* application serves as a centralized hub for all time-off-relat
|
||||
application manages requests, balances, allocations, approvals, and reports.
|
||||
|
||||
Users can :doc:`request time off <../hr/time_off/request_time_off>`, and see an overview of their
|
||||
requests and time off balances. Managers can :ref:`allocate time off <time_off/allocate>` to
|
||||
requests and time off balances. Managers can :doc:`allocate time off <time_off/allocations>` to
|
||||
individuals, teams, or the whole company, and :ref:`approve time off requests
|
||||
<time_off/manage-time-off>`.
|
||||
|
||||
@@ -429,124 +429,6 @@ Enter the following information on that new line:
|
||||
:align: center
|
||||
:alt: The Mandatory Days section with three configured days.
|
||||
|
||||
.. _time_off/allocate:
|
||||
|
||||
Allocate time off
|
||||
=================
|
||||
|
||||
Once time off types and accrual plans have been configured, the next step is to allocate, or give,
|
||||
time off to employees. This section is only visible to users who have either :guilabel:`Time Off
|
||||
Officer` or :guilabel:`Administrator` access rights for the *Time Off* application.
|
||||
|
||||
To create a new allocation, navigate to :menuselection:`Time Off app --> Management -->
|
||||
Allocations`.
|
||||
|
||||
This presents a list of all current allocations, including their respective statuses.
|
||||
|
||||
Click :guilabel:`New` to allocate time off, and a blank allocation form appears.
|
||||
|
||||
After entering a name for the allocation on the first blank field of the form, enter the following
|
||||
information:
|
||||
|
||||
- :guilabel:`Time Off Type`: using the drop-down menu, select the type of time off that is being
|
||||
allocated to the employees.
|
||||
- :guilabel:`Allocation Type`: select either :guilabel:`Regular Allocation` or :guilabel:`Accrual
|
||||
Allocation`. If the allocation is **not** based on an accrual plan, select :guilabel:`Regular
|
||||
Allocation`.
|
||||
- :guilabel:`Accrual Plan`: if :guilabel:`Accrual Allocation` is selected for the
|
||||
:guilabel:`Allocation Type`, the :guilabel:`Accrual Plan` field appears. Using the drop-down menu,
|
||||
select the accrual plan with which the allocation is associated. An accrual plan **must** be
|
||||
selected for an :guilabel:`Accrual Allocation`.
|
||||
- :guilabel:`Validity Period/Start Date`: if :guilabel:`Regular Allocation` is selected for the
|
||||
:guilabel:`Allocation Type`, this field is labeled :guilabel:`Validity Period`. If
|
||||
:guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation Type`, this field is
|
||||
labeled :guilabel:`Start Date`.
|
||||
|
||||
The current date populates the first date field by default. To select another date, click on the
|
||||
pre-populated date to reveal a popover calendar window. Navigate to the desired start date for the
|
||||
allocation, and click on the date to select it.
|
||||
|
||||
If the allocation expires, select the expiration date in the next date field. If the time off does
|
||||
*not* expire, leave the second date field blank. `No Limit` appears in the field if no date is
|
||||
selected.
|
||||
|
||||
If :guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation Type`, this second
|
||||
field is labeled :guilabel:`Run until`.
|
||||
- :guilabel:`Allocation`: enter the amount of time that is being allocated to the employees. This
|
||||
field displays the time in either :guilabel:`Hours` or :guilabel:`Days`, depending on how the
|
||||
selected :ref:`Time Off Type <time_off/time-off-types>` is configured (in hours or days).
|
||||
- :guilabel:`Mode`: using the drop-down menu, select how the allocation is assigned. This selection
|
||||
determines who receives the time off allocation. The options are :guilabel:`By Employee`,
|
||||
:guilabel:`By Company`, :guilabel:`By Department`, or :guilabel:`By Employee Tag`.
|
||||
|
||||
Depending on what is selected for the :guilabel:`Mode`, this following field is labeled either:
|
||||
:guilabel:`Employees`, :guilabel:`Company`, :guilabel:`Department`, or :guilabel:`Employee Tag`.
|
||||
|
||||
Using the drop-down menu, indicate the specific employees, company, department, or employee tags
|
||||
who are receiving this time off.
|
||||
|
||||
Multiple selections can be made for either :guilabel:`Employees` or :guilabel:`Employee Tag`.
|
||||
|
||||
Only one selection can be made for the :guilabel:`Company` or :guilabel:`Department`.
|
||||
- :guilabel:`Add a reason...`: if any description or note is necessary to explain the time off
|
||||
allocation, enter it in this field at the bottom of the form.
|
||||
|
||||
.. image:: time_off/new-allocation.png
|
||||
:align: center
|
||||
:alt: A new allocation form with all the fields filled out for the annual two week vacation
|
||||
granted to all employees.
|
||||
|
||||
.. _time_off/request-allocation:
|
||||
|
||||
Request allocation
|
||||
==================
|
||||
|
||||
If an employee has used all their time off, or is going to run out of time off, they can request an
|
||||
allocation for additional time. Allocations can be requested in one of two ways, either from the
|
||||
:ref:`Dashboard <time_off/dashboard>` or the :ref:`My Allocations <time_off/my-allocations>` view.
|
||||
|
||||
To create a new allocation request, click either the :guilabel:`New Allocation Request` button on
|
||||
the main *Time Off* dashboard, or the :guilabel:`New` button in the :guilabel:`My Allocations` list
|
||||
view. Both buttons open a new allocation request form.
|
||||
|
||||
.. note::
|
||||
Both :guilabel:`New` buttons open a :guilabel:`New Allocation` request form, but when requested
|
||||
from the :guilabel:`Dashboard`, the form appears in a modal. When requested from the
|
||||
:guilabel:`My Allocations` list view, the screen navigates to a new allocation request page,
|
||||
instead.
|
||||
|
||||
Enter the following information on the :guilabel:`New Allocation` request form:
|
||||
|
||||
- :guilabel:`Time Off Type`: select the type of time off being requested for the allocation from the
|
||||
drop-down menu. After a selection is made, the title updates with the time off type.
|
||||
- :guilabel:`Validity Period`: this field **only** appears if requesting an allocation with a time
|
||||
off type that has the :guilabel:`Take Time Off in` field :ref:`configured
|
||||
<time_off/time-off-officer>` to either :guilabel:`Day` or :guilabel:`Half Day`. This field does
|
||||
**not** appear if the :guilabel:`Take Time Off in` field is set to :guilabel:`Hours`.
|
||||
|
||||
Using the calendar selector, select a start and end date the allocation is valid for. By default,
|
||||
the current date populates the first field, and :guilabel:`No Limit` populates the second field.
|
||||
|
||||
Adjust both of these dates, if desired.
|
||||
- :guilabel:`Allocation`: enter the amount of time being requested in this field. The format is
|
||||
presented in either days or hours, depending on how the time off type is configured. Once this
|
||||
field is populated, the name of the allocation request is updated to include the amount of time
|
||||
being requested.
|
||||
- :guilabel:`Add a reason...`: enter a description for the allocation request. This should include
|
||||
any details that managers and approvers may need in order to approve the request.
|
||||
|
||||
If the request was created from the :guilabel:`Dashboard`, click the :guilabel:`Save & Close` button
|
||||
to save the information and submit the request.
|
||||
|
||||
If the form was completed from the :guilabel:`My Allocations` list view, the information is
|
||||
automatically saved as it is entered. However, the form can be saved manually at any time by
|
||||
clicking the *save manually* button, represented by a :guilabel:`(cloud upload)` icon.
|
||||
|
||||
.. image:: time_off/allocation-request.png
|
||||
:align: center
|
||||
:alt: An allocation request form filled out for an employee requesting an additional week of
|
||||
sick time.
|
||||
|
||||
Overview
|
||||
========
|
||||
|
||||
@@ -664,6 +546,7 @@ detailed information on the reports, and their various options, refer to the :do
|
||||
<../essentials/reporting>` documentation.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`time_off/allocations`
|
||||
- :doc:`time_off/request_time_off`
|
||||
- :doc:`time_off/my_time`
|
||||
- :doc:`time_off/management`
|
||||
@@ -671,6 +554,7 @@ detailed information on the reports, and their various options, refer to the :do
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
time_off/allocations
|
||||
time_off/request_time_off
|
||||
time_off/my_time
|
||||
time_off/management
|
||||
|
||||
@@ -0,0 +1,118 @@
|
||||
===========
|
||||
Allocations
|
||||
===========
|
||||
|
||||
Once :ref:`time off types <time_off/time-off-types>` and :ref:`accrual plans
|
||||
<time_off/accrual-plans>` have been configured, the next step is to *allocate*, or give, time off to
|
||||
employees.
|
||||
|
||||
The *Allocations* section of the *Time Off* app is **only** visible to users who have either
|
||||
:guilabel:`Time Off Officer` or :guilabel:`Administrator` access rights for the *Time Off*
|
||||
application. For more information on access rights, refer to the :doc:`access rights
|
||||
<../../general/users/access_rights/>` documentation.
|
||||
|
||||
Allocate time off
|
||||
=================
|
||||
|
||||
To create a new allocation, navigate to :menuselection:`Time Off app --> Management -->
|
||||
Allocations`.
|
||||
|
||||
This presents a list of all current allocations, including their respective statuses.
|
||||
|
||||
Click :guilabel:`New` to allocate time off, and a blank allocation form appears.
|
||||
|
||||
After entering a name for the allocation on the first blank field of the form, enter the following
|
||||
information:
|
||||
|
||||
- :guilabel:`Time Off Type`: using the drop-down menu, select the type of time off that is being
|
||||
allocated to the employees.
|
||||
- :guilabel:`Allocation Type`: select either :guilabel:`Regular Allocation` or :guilabel:`Accrual
|
||||
Allocation`. If the allocation is **not** based on an :ref:`accrual plan
|
||||
<time_off/accrual-plans>`, select :guilabel:`Regular Allocation`.
|
||||
- :guilabel:`Accrual Plan`: if :guilabel:`Accrual Allocation` is selected for the
|
||||
:guilabel:`Allocation Type`, the :guilabel:`Accrual Plan` field appears. Using the drop-down menu,
|
||||
select the accrual plan with which the allocation is associated. An accrual plan **must** be
|
||||
selected for an :guilabel:`Accrual Allocation`.
|
||||
- :guilabel:`Validity Period/Start Date`: if :guilabel:`Regular Allocation` is selected for the
|
||||
:guilabel:`Allocation Type`, this field is labeled :guilabel:`Validity Period`. If
|
||||
:guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation Type`, this field is
|
||||
labeled :guilabel:`Start Date`.
|
||||
|
||||
The current date populates the first date field, by default. To select another date, click on the
|
||||
pre-populated date to reveal a popover calendar window. Navigate to the desired start date for the
|
||||
allocation, and click on the date to select it.
|
||||
|
||||
If the allocation expires, select the expiration date in the next date field. If the time off does
|
||||
*not* expire, leave the second date field blank. :guilabel:`No Limit` appears in the field if no
|
||||
date is selected.
|
||||
|
||||
If :guilabel:`Accrual Allocation` is selected for the :guilabel:`Allocation Type`, this second
|
||||
field is labeled :guilabel:`Run until`.
|
||||
- :guilabel:`Allocation`: enter the amount of time that is being allocated to the employees. This
|
||||
field displays the time in either :guilabel:`Hours` or :guilabel:`Days`, depending on how the
|
||||
selected :ref:`Time Off Type <time_off/time-off-types>` is configured.
|
||||
- :guilabel:`Mode`: using the drop-down menu, select how the allocation is assigned. This selection
|
||||
determines who receives the time off allocation. The options are :guilabel:`By Employee`,
|
||||
:guilabel:`By Company`, :guilabel:`By Department`, or :guilabel:`By Employee Tag`.
|
||||
|
||||
Depending on what is selected for the :guilabel:`Mode`, the following field is labeled either:
|
||||
:guilabel:`Employees`, :guilabel:`Company`, :guilabel:`Department`, or :guilabel:`Employee Tag`.
|
||||
|
||||
Using the drop-down menu, indicate the specific employees, company, department, or employee tags
|
||||
receiving this time off.
|
||||
|
||||
Multiple selections can be made for either :guilabel:`Employees` or :guilabel:`Employee Tag`.
|
||||
|
||||
Only one selection can be made for the :guilabel:`Company` or :guilabel:`Department`.
|
||||
- :guilabel:`Add a reason...`: if any description or note is necessary to explain the time off
|
||||
allocation, enter it in this field at the bottom of the form.
|
||||
|
||||
.. image:: allocations/new-allocation.png
|
||||
:align: center
|
||||
:alt: A new allocation form with all the fields filled out for the annual two week vacation
|
||||
granted to all employees.
|
||||
|
||||
.. _time_off/request-allocation:
|
||||
|
||||
Request allocation
|
||||
==================
|
||||
|
||||
If an employee has used all their time off, or will run out of time off, they can request an
|
||||
allocation for additional time. Allocations can be requested in one of two ways, either from the
|
||||
:ref:`Dashboard <time_off/dashboard>` or the :ref:`My Allocations <time_off/my-allocations>` view.
|
||||
|
||||
To create a new allocation request, click either the :guilabel:`New Allocation Request` button on
|
||||
the main *Time Off* dashboard, or the :guilabel:`New` button in the :guilabel:`My Allocations` list
|
||||
view. Both buttons open a new allocation request form.
|
||||
|
||||
.. note::
|
||||
Both options open a new allocation request form, but when requested from the
|
||||
:guilabel:`Dashboard`, the form appears in a pop-up window. When requested from the
|
||||
:guilabel:`My Allocations` list view, the screen navigates to a new allocation request page,
|
||||
instead.
|
||||
|
||||
Enter the following information on the new allocation request form:
|
||||
|
||||
- :guilabel:`Time Off Type`: select the type of time off being requested for the allocation from the
|
||||
drop-down menu. After a selection is made, the title updates with the time off type.
|
||||
- :guilabel:`Validity Period`: using the calendar selector, select a start and end date the
|
||||
allocation is valid for. By default, the current date populates the first field, and :guilabel:`No
|
||||
Limit` populates the second field. Adjust both of these dates, if desired.
|
||||
- :guilabel:`Allocation`: enter the amount of time being requested in this field. The format is
|
||||
presented in either :guilabel:`Days` or :guilabel:`Hours`, depending on how the :guilabel:`Time
|
||||
Off Type` is configured. Once this field is populated, the name of the allocation request is
|
||||
updated to include the amount of time being requested.
|
||||
- :guilabel:`Add a reason...`: enter a description for the allocation request. This should include
|
||||
any details that approvers may need to approve the request.
|
||||
|
||||
If the request was created from the :guilabel:`Dashboard`, click the :guilabel:`Save & Close` button
|
||||
on the :guilabel:`New Allocation` pop-up window to save the information and submit the request.
|
||||
|
||||
If the form was completed from the :guilabel:`My Allocations` list view, the information is
|
||||
automatically saved as it is entered. However, the form can be saved manually at any time by
|
||||
clicking the :icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon.
|
||||
|
||||
.. image:: allocations/allocation-request.png
|
||||
:align: center
|
||||
:alt: An allocation request form filled out for an employee requesting an additional week of
|
||||
sick time.
|
||||
|
Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 25 KiB |
|
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
@@ -26,7 +26,13 @@ To begin, go to the `Bpost website <https://parcel.bpost.be/en/home/business>`_
|
||||
into, the company's Bpost business account. When creating the Bpost account, have the company's VAT
|
||||
number and mobile phone number ready.
|
||||
|
||||
Follow the website's steps to complete registration, and sign up for shipping services.
|
||||
Follow the website's steps to complete registration, and sign up for shipping services. Doing so
|
||||
submits a request to enter a contractual business relationship between the company and Bpost.
|
||||
|
||||
.. important::
|
||||
Odoo **cannot** be integrated with `non-business Bpost
|
||||
<https://bpost.freshdesk.com/support/solutions/articles/174847-account-id-and-passphrase>`_
|
||||
accounts.
|
||||
|
||||
After completing the setup, get the Bpost account ID and passphrase, by navigating to the
|
||||
:guilabel:`Shipping Manager` menu item.
|
||||
|
||||
@@ -15,3 +15,5 @@ Workflows
|
||||
workflows/unbuild_orders
|
||||
workflows/byproducts
|
||||
workflows/allocation
|
||||
workflows/continuous_improvement
|
||||
workflows/oee
|
||||
|
||||
@@ -0,0 +1,248 @@
|
||||
==============================
|
||||
Continuous product improvement
|
||||
==============================
|
||||
|
||||
.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
|
||||
.. |MOs| replace:: :abbr:`MOs (Manufacturing Orders)`
|
||||
.. |BoM| replace:: :abbr:`BoM (Bill of Materials)`
|
||||
.. |ECO| replace:: :abbr:`ECO (Engineering Change Order)`
|
||||
.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
|
||||
.. |PLM| replace:: :abbr:`PLM (Product Lifecycle Management)`
|
||||
.. |BoMs| replace:: :abbr:`BoMs (Bills of Materials)`
|
||||
|
||||
*Continuous improvement* is a general philosophy intended to help individuals and organizations
|
||||
constantly improve themselves and the work they produce.
|
||||
|
||||
There are a variety of different methodologies that fall under the umbrella of continuous
|
||||
improvement. These include kaizen, six sigma, and lean, among others. While the specific steps of
|
||||
each method differ, their goal remains the same: implement a process by which improvement is a
|
||||
perpetual goal, rather than a one-time accomplishment.
|
||||
|
||||
The sections below contain details about how Odoo can be used to implement four general steps common
|
||||
to many of the most popular continuous improvement strategies, with links to documentation about
|
||||
configuring the necessary features. The final section details how a specific company might configure
|
||||
these Odoo implementations within their organization.
|
||||
|
||||
#. :ref:`manufacturing/workflows/ci-identify`
|
||||
#. :ref:`manufacturing/workflows/ci-suggest`
|
||||
#. :ref:`manufacturing/workflows/ci-implement`
|
||||
#. :ref:`manufacturing/workflows/ci-review`
|
||||
|
||||
.. important::
|
||||
Continuous improvement is not a one-size-fits-all methodology. While most strategies include
|
||||
between four and six steps, proper implementation requires developing a system tailored to the
|
||||
specific needs of each company.
|
||||
|
||||
This is not a limitation, but rather a benefit, as it makes the methodology flexible enough to
|
||||
adapt to almost any use case. Odoo, in particular, adapts well to this flexibility, as it can be
|
||||
configured to meet the needs of almost any workflow.
|
||||
|
||||
As such, it is important to remember the content below only provides *examples* of how Odoo
|
||||
*might* be used. They should be viewed as more of a starting point, rather than a concrete
|
||||
outline that every organization must follow.
|
||||
|
||||
.. _manufacturing/workflows/ci-identify:
|
||||
|
||||
Identify problems
|
||||
=================
|
||||
|
||||
Before improvement can begin, it is necessary to determine where improvement is necessary. This is
|
||||
where identifying problems comes into play. Two of the best Odoo apps for identifying problems with
|
||||
products or processes are *Helpdesk* and *Quality*.
|
||||
|
||||
Helpdesk
|
||||
--------
|
||||
|
||||
The *Helpdesk* app is useful for receiving feedback from outside of the organization, like from
|
||||
clients or customers. This is accomplished by implementing one (or more) of the methods for
|
||||
:doc:`receiving tickets <../../../services/helpdesk/overview/receiving_tickets>`, including email
|
||||
aliases, live chat conversations, and website forms.
|
||||
|
||||
Using these methods, customers can submit feedback about problems, which is then reviewed by a
|
||||
member of a :doc:`helpdesk team <../../../services/helpdesk>`. Depending on the outcome of the
|
||||
review, the team member may decide to take further action to ensure the issue is addressed. This can
|
||||
include creating a :doc:`quality alert <../../quality/quality_management/quality_alerts>`.
|
||||
|
||||
Quality
|
||||
-------
|
||||
|
||||
The *Quality* app is useful for receiving feedback from *within* the organization, like from
|
||||
employees.
|
||||
|
||||
One method for accomplishing this is to set up a :doc:`quality control point
|
||||
<../../quality/quality_management/quality_control_points>` (QCP). A |QCP| is used to automatically
|
||||
create quality checks at regular intervals, prompting employees to inspect, and confirm, the quality
|
||||
of a product.
|
||||
|
||||
If an issue is found, an employee can then create a :doc:`quality alert
|
||||
<../../quality/quality_management/quality_alerts>` to notify a quality team. Quality alerts can also
|
||||
be created independent of a |QCP|, in the event that an employee discovers an issue without being
|
||||
prompted to check for one. This is a great way for customer support employees to notify a quality
|
||||
team of an issue brought to their attention by a customer ticket.
|
||||
|
||||
.. _manufacturing/workflows/ci-suggest:
|
||||
|
||||
Suggest improvements
|
||||
====================
|
||||
|
||||
Once a problem is identified, the next step is to put forward ideas for how to address the problem.
|
||||
As with identifying problems, the *Quality app* is also useful for suggesting improvements. In
|
||||
addition, the *PLM* (*Product Lifecycle Management*) app can be used for this purpose, as well.
|
||||
|
||||
Quality
|
||||
-------
|
||||
|
||||
When creating a :doc:`quality alert <../../quality/quality_management/quality_alerts>` to bring an
|
||||
issue to the attention of a quality team, the :guilabel:`Corrective Actions` and
|
||||
:guilabel:`Preventive Actions` tabs can be used to provide feedback about how the issue can be
|
||||
addressed.
|
||||
|
||||
The :guilabel:`Corrective Actions` tab is used to suggest a method for fixing items affected by the
|
||||
issue. For example, `Screw the bolts on tighter, so the seat stays in place`.
|
||||
|
||||
The :guilabel:`Preventive Actions` tab is used to suggest a method for preventing the issue from
|
||||
occurring in the future. For example, `Do not tighten the screws too much, or they will be
|
||||
stripped`.
|
||||
|
||||
The quality team that reviews the alert sees these suggested actions, and can take them into account
|
||||
when deciding how to address the issue.
|
||||
|
||||
PLM
|
||||
---
|
||||
|
||||
The |PLM| app is used to manage the lifecycle of a product from its introduction through each
|
||||
successive version. As such, it is useful for testing ideas for product improvements.
|
||||
|
||||
Using :doc:`engineering change orders <../../plm/manage_changes/engineering_change_orders>`, product
|
||||
management teams can create new iterations of product |BoMs|, adding or removing specific components
|
||||
or operations, as needed. The products created using these |BoMs| are put through a review process
|
||||
to confirm the effectiveness of the changes.
|
||||
|
||||
.. _manufacturing/workflows/ci-implement:
|
||||
|
||||
Implement strategies
|
||||
====================
|
||||
|
||||
Implementing strategies involves putting the proposed solutions from the suggest improvements step
|
||||
into action. The |PLM| app continues to be useful during this step, as it can be configured to make
|
||||
|BoM| updates. The *Field Service* app can also be used by certain companies to make improvements to
|
||||
products that have already been sold to customers.
|
||||
|
||||
PLM
|
||||
---
|
||||
|
||||
Once |BoM| changes have gone through the proper review process, they can be approved, and the
|
||||
updated |BoM| put into use. This is accomplished by configuring one of the |ECO| review stages to
|
||||
:ref:`apply the changes <plm/eco/apply-changes>` made to the |BoM|, at which point the updated |BoM|
|
||||
becomes available for new |MOs|.
|
||||
|
||||
Product |BoMs| can continue to be updated, as needed. The :doc:`version control
|
||||
<../../plm/manage_changes/version_control>` features of the |PLM| app allow for easy management of
|
||||
all versions of a given |BoM|.
|
||||
|
||||
Field Service
|
||||
-------------
|
||||
|
||||
The |PLM| app is a great way to make changes to product |BoMs|. However, these changes only affect
|
||||
products produced using the new |BoM|. If a defective product has already been sold to a customer,
|
||||
it may be necessary to repair (or update) that product.
|
||||
|
||||
In such a case, the *Field Service* app can be used to schedule :doc:`onsite interventions
|
||||
<../../../services/field_service/onsite_interventions>`. These interventions allow service
|
||||
technicians (or other employees) to be sent to a customer's location to address an issue with a
|
||||
product.
|
||||
|
||||
.. _manufacturing/workflows/ci-review:
|
||||
|
||||
Review actions
|
||||
==============
|
||||
|
||||
Reviewing actions is where the "continuous" part of continuous improvement comes into play, as it
|
||||
allows an organization to evaluate the decisions made in the previous steps. As such, this step is,
|
||||
essentially, returning to the beginning of the process, so that additional problems can be
|
||||
identified and addressed.
|
||||
|
||||
This means that the *Helpdesk* and *Quality* apps should be used again to receive customer and
|
||||
employee feedback. Another app that may be useful at this stage is the *Surveys* app.
|
||||
|
||||
Surveys
|
||||
-------
|
||||
|
||||
After implementing changes to a product or process, it may be wise to solicit customers for their
|
||||
feedback directly, rather than waiting to hear from them of their own volition. This may bring to
|
||||
light feedback that customers may have otherwise neglected to share.
|
||||
|
||||
One of the best ways to accomplish this is through the :doc:`Surveys <../../../marketing/surveys>`
|
||||
app. Creating a survey, and sending it to customers who receive an updated product, increases the
|
||||
likelihood of receiving relevant feedback about the product.
|
||||
|
||||
.. admonition:: Example workflow: coat rack product improvement
|
||||
:class: alert alert-success
|
||||
|
||||
*Wood Hut* is a manufacturer of fine wood products. They are committed to manufacturing products
|
||||
of the highest-possible quality, and are always looking for ways to improve the products they
|
||||
sell, along with the processes used to create them.
|
||||
|
||||
Wood Hut uses the Odoo platform to manage every element of their production, fulfillment, and
|
||||
customer satisfaction processes. They have developed a custom product improvement workflow that
|
||||
incorporates the Helpdesk, Quality, PLM, and Manufacturing apps.
|
||||
|
||||
One of Wood Hut's most popular products is their *coat rack*. It's made entirely of oak, and
|
||||
customers describe it as "sleek and elegant." However, recent customer feedback about the coat
|
||||
rack has brought attention to quality issues that necessitate revising the current manufacturing
|
||||
process.
|
||||
|
||||
The product revision workflow begins when the customer service team receives a ticket in the
|
||||
Helpdesk app from a customer having problems with the coat rack she purchased. The customer,
|
||||
Abigail Peterson, has found that her coat rack falls over when more than five coats are hanging
|
||||
from it. This is a major issue, as the coat rack has enough dowels for six coats.
|
||||
|
||||
.. image:: continuous_improvement/helpdesk-ticket.png
|
||||
:align: center
|
||||
:alt: A Helpdesk ticket about an issue with the coat rack product.
|
||||
|
||||
Marc, the customer service employee assigned to the helpdesk ticket, opens the Quality app, and
|
||||
creates a new quality alert. He tags the *Production Quality Team* and assigns Julie Andreson as
|
||||
the quality employee responsible for the alert.
|
||||
|
||||
Julie reviews the alert, and consults with her team about the best course of action. They decide
|
||||
that it is necessary to revise the product's |BoM| to prevent the issue from occurring in the
|
||||
future, which Julie notes in the :guilabel:`Corrective Actions` tab of the quality alert.
|
||||
|
||||
.. image:: continuous_improvement/quality-alert.png
|
||||
:align: center
|
||||
:alt: A quality alert created about the issue with the coat rack product.
|
||||
|
||||
Then, Julie messages product engineer, Joe Kazan in the chatter of the quality alert to bring it
|
||||
to his attention. Joe opens the |PLM| app and creates a new |ECO|, noting the problem with the
|
||||
coat rack, and suggesting that a change to the product's |BoM| may be necessary.
|
||||
|
||||
.. image:: continuous_improvement/eco.png
|
||||
:align: center
|
||||
:alt: An ECO created to update the coat rack product's BoM.
|
||||
|
||||
Joe clicks :guilabel:`Start Revision`, and then the :guilabel:`Revision` smart button to open
|
||||
version two of the coat rack's |BoM|. This |BoM| was created alongside the |ECO|, and remains
|
||||
archived until it is approved.
|
||||
|
||||
After some testing, Joe discovers that adding a metal *support rod* to the coat rack strengthens
|
||||
it, allowing the rack to hold six or more coats without falling over. He updates the |BoM| to
|
||||
include the support rod as one of the components, and adds an extra operation to make sure it is
|
||||
installed during the manufacturing process. Finally, he leaves a message in the chatter of the
|
||||
|ECO|, letting his manager, Jose, know that it is ready for review.
|
||||
|
||||
.. image:: continuous_improvement/bom.png
|
||||
:align: center
|
||||
:alt: The coat rack BoM, updated to add an extra component and operation.
|
||||
|
||||
Jose reviews the changes, and confirms they are an effective method for addressing the problem
|
||||
with the coat rack. He moves the |ECO| to the *Approved* stage, which makes version two of the
|
||||
coat rack |BoM| the current version.
|
||||
|
||||
Now, each time an |MO| is created to produce a coat rack, the updated |BoM| is automatically
|
||||
selected. Wood Hut begins producing the improved coat rack, and customer feedback confirms that
|
||||
the new version has addressed the problem with its predecessor.
|
||||
|
||||
Using the Odoo platform, Wood Hut has implemented an end-to-end product improvement process.
|
||||
Since the essential elements of this process (customer feedback, quality control, etc.) are
|
||||
always functioning, it can be reused to continuously update products and processes.
|
||||
|
After Width: | Height: | Size: 17 KiB |
|
After Width: | Height: | Size: 15 KiB |
|
After Width: | Height: | Size: 25 KiB |
|
After Width: | Height: | Size: 14 KiB |
@@ -0,0 +1,169 @@
|
||||
===============================
|
||||
Overall equipment effectiveness
|
||||
===============================
|
||||
|
||||
.. |MO| replace:: :abbr:`MO (manufacturing order)`
|
||||
.. |OEE| replace:: :abbr:`OEE (overall equipment effectiveness)`
|
||||
.. |BoM| replace:: :abbr:`BoM (Bill of Materials)`
|
||||
|
||||
In Odoo's *Manufacturing* app, *overall equipment effectiveness* (OEE) represents the amount of time
|
||||
a work center is fully productive. |OEE| is displayed as a percentage of the total time a work
|
||||
center is active.
|
||||
|
||||
Fully productive time is considered to be time when the work center is operational **and**
|
||||
processing work orders that have not exceeded their *expected duration*.
|
||||
|
||||
|OEE| helps manufacturing teams understand the efficiency of work centers, and the causes of
|
||||
manufacturing downtime.
|
||||
|
||||
.. important::
|
||||
Since |OEE| tracks work center productivity, using it requires enabling the work centers feature
|
||||
in the settings of the Manufacturing app.
|
||||
|
||||
To do so, navigate to :menuselection:`Manufacturing app --> Configuration --> Settings`, and tick
|
||||
the checkbox next to :guilabel:`Work Orders`, under the :guilabel:`Operations` heading. Then,
|
||||
click :guilabel:`Save`.
|
||||
|
||||
Efficiency standards
|
||||
====================
|
||||
|
||||
For |OEE| to accurately reflect the percentage of fully productive time for a work center, the work
|
||||
center **must** be properly configured with the correct productivity metrics. These include the work
|
||||
center's *time efficiency*, *capacity*, and *OEE target*.
|
||||
|
||||
Time efficiency
|
||||
---------------
|
||||
|
||||
Time efficiency represents the efficiency of a work center when processing work orders, and is
|
||||
represented as a percentage. A time efficiency value of 100% signifies that the work center
|
||||
processes work orders at the speed of the expected duration, as listed on a product's |BoM|. A value
|
||||
less than or greater than 100% signifies that the work center processes work orders slower or faster
|
||||
than an operation's expected duration, respectively.
|
||||
|
||||
To set the time efficiency for a work center, navigate to :menuselection:`Manufacturing app -->
|
||||
Configuration --> Work Centers`, and select a work center. On the :guilabel:`General Information`
|
||||
tab, enter a numerical value in the :guilabel:`Time Efficiency` field.
|
||||
|
||||
.. example::
|
||||
Manufacturing a *chair* product requires two operations: *cut* and *assemble*. The product's
|
||||
|BoM| lists an expected duration of 30 minutes for each operation.
|
||||
|
||||
The cut operation is carried out at the *cut station* work center, which has a time efficiency
|
||||
value of 50%. This means it takes twice as long to complete the operation, for a total time of
|
||||
one hour.
|
||||
|
||||
The assemble operation is carried out at the *assembly line* work center, which has a time
|
||||
efficiency value of 200%. This means it takes half as long to complete the operation, for a total
|
||||
time of 15 minutes.
|
||||
|
||||
Capacity
|
||||
--------
|
||||
|
||||
Capacity represents how many units of a product can be produced in parallel at a work center. The
|
||||
duration of work orders for multiple units increases or decreases, based on how many units the work
|
||||
center can handle.
|
||||
|
||||
To set the capacity for a work center, navigate to :menuselection:`Manufacturing app -->
|
||||
Configuration --> Work Centers`, and select a work center. On the :guilabel:`General Information`
|
||||
tab, enter a numerical value in the :guilabel:`Capacity` field.
|
||||
|
||||
.. example::
|
||||
A *drill station* work center has a capacity of one unit. An |MO| is confirmed for 10 units of a
|
||||
*chair*, a product manufactured using the drill station.
|
||||
|
||||
Since there are ten times as many units to produce than the work center can handle at once, the
|
||||
operation time is ten times the duration listed on the product's |BoM|.
|
||||
|
||||
|OEE| target
|
||||
------------
|
||||
|
||||
The |OEE| target is the goal for how much of a work center's operating time should be fully
|
||||
productive time. It is displayed as a percentage, and should only be set as high as `100%`.
|
||||
|
||||
To set the |OEE| target for a work center, navigate to :menuselection:`Manufacturing app -->
|
||||
Configuration --> Settings --> Work Centers`, and select a work center. On the :guilabel:`General
|
||||
Information` tab, enter a numerical value of `100.00` or less in the :guilabel:`OEE Target` field.
|
||||
|
||||
Calculating |OEE|
|
||||
=================
|
||||
|
||||
|OEE| is represented as a percentage value between zero and 100. The value signifies the amount of
|
||||
time that a work center was fully productive. The remainder signifies the amount of time that the
|
||||
work center was operating at less than full efficiency. This can occur for a number of reasons,
|
||||
including *reduced speed*, *material availability*, and *equipment failure*.
|
||||
|
||||
Fully productive time
|
||||
---------------------
|
||||
|
||||
For a work center to be considered fully productive, it must be able to receive work orders, have
|
||||
the components necessary to process work orders, and be operating within the expected duration of
|
||||
the work order it is processing.
|
||||
|
||||
.. example::
|
||||
An *assembly line* work center is not blocked, and receives a work order to assemble a *bicycle*.
|
||||
The required components are available, so production begins as soon as they are picked and
|
||||
delivered to the work center. The work order has an expected duration of 30 minutes, and is
|
||||
completed in 27 minutes. All of this time is considered fully productive time.
|
||||
|
||||
Reduced speed
|
||||
-------------
|
||||
|
||||
When a work center is operating at reduced speed, it means that it is processing a work order that
|
||||
has exceeded its expected duration. While the work center may be operational, this is not considered
|
||||
fully productive time.
|
||||
|
||||
.. example::
|
||||
A *cutting station* work center receives a work order to cut boards for a *table*. The expected
|
||||
duration of the work order is 15 minutes. The work order ends up taking 18 minutes to complete.
|
||||
The work center is considered to have been operating at reduced speed during the three minutes
|
||||
that exceeded the expected duration.
|
||||
|
||||
Material availability
|
||||
---------------------
|
||||
|
||||
Material availability refers to situations where a work center is able to accept a work order, but
|
||||
the required components are not available. This can occur because the components are not in stock,
|
||||
or are reserved for a different order.
|
||||
|
||||
.. example::
|
||||
Manufacturing of a *bench* requires 20 units of *wood*. A manufacturing order (MO) is confirmed
|
||||
for 10 units of the bench, but there is not enough wood in stock to begin manufacturing. The time
|
||||
it takes to acquire the wood is recorded as material availability downtime.
|
||||
|
||||
Equipment failure
|
||||
-----------------
|
||||
|
||||
Equipment failure signifies any period of time when a work center is unusable due to maintenance
|
||||
issues with its equipment. This can be due to equipment breaking down, or when a work center is shut
|
||||
down for scheduled maintenance. In these cases, a work center can be blocked using a
|
||||
:doc:`maintenance request <../../maintenance/maintenance_requests>`.
|
||||
|
||||
.. example::
|
||||
The drill at a *drill station* work center breaks down, causing the work center to be unusable. A
|
||||
maintenance request is created to fix the drill, and the work center is blocked from receiving
|
||||
work orders. It takes two hours to fix the drill, and make the work center available again. This
|
||||
two-hour period is recorded as equipment failure downtime.
|
||||
|
||||
|OEE| reporting
|
||||
===============
|
||||
|
||||
To view |OEE| reporting metrics for every work center, navigate to :menuselection:`Manufacturing app
|
||||
--> Reporting --> Overall Equipment Effectiveness`. This page shows the metrics for each work center
|
||||
with |OEE| data.
|
||||
|
||||
Alternatively, to see |OEE| reporting metrics for a single work center, navigate to
|
||||
:menuselection:`Manufacturing app --> Configuration --> Work Centers`, and select a work center. At
|
||||
the top of the work center's form, click the :icon:`fa-pie-chart` :guilabel:`OEE` smart button.
|
||||
|
||||
By default, the main |OEE| reporting page shows data in a bar chart, while the page for a specific
|
||||
work center shows it in a pie chart. To select a different chart type on either page, click the
|
||||
:icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or
|
||||
:icon:`fa-pie-chart` :guilabel:`(pie chart)` button above the displayed chart.
|
||||
|
||||
It is also possible to see |OEE| data in a pivot view, or a list displaying each time entry, by
|
||||
clicking the :icon:`oi-view-pivot` :guilabel:`(pivot view)` or :icon:`oi-view-list` :guilabel:`(list
|
||||
view)` buttons at the top-right corner of the page.
|
||||
|
||||
.. image:: oee/oee-report.png
|
||||
:align: center
|
||||
:alt: The dashboard of the OEE report.
|
||||
|
After Width: | Height: | Size: 11 KiB |
@@ -8,9 +8,8 @@ You can upload any file (max 64MB per file on Odoo Online) and organize them in
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Documents: product page <https://www.odoo.com/app/documents>`_
|
||||
- `Odoo Tutorials: Documents basics [video]
|
||||
<https://www.odoo.com/slides/slide/documents-basics-674>`_
|
||||
- `Odoo Tutorials: Using Documents with your Accounting App [video] <https://www.odoo.com/slides/slide/using-documents-with-your-accounting-app-675?fullscreen=1#>`_
|
||||
- `Odoo Tutorials: Documents basics [video] <https://www.odoo.com/slides/slide/documents-basics-6841?fullscreen=1>`_
|
||||
- `Odoo Tutorials: Using Documents with your Accounting App [video] <https://www.odoo.com/slides/slide/accounting-integration-and-workflow-actions-6853?fullscreen=1>`_
|
||||
|
||||
Configuration
|
||||
=============
|
||||
@@ -18,9 +17,9 @@ Configuration
|
||||
By going to :menuselection:`Documents --> Configuration --> Settings`, you can enable the
|
||||
centralization of files attached to a specific area of your activity. For example, by ticking
|
||||
:guilabel:`Human Resources`, your HR documents are automatically available in the HR workspace,
|
||||
while documents related to Payroll are automatically available in the Payroll sub-workspace . You
|
||||
while documents related to Payroll are automatically available in the Payroll sub-workspace. You
|
||||
can change the default workspace using the dropdown menu and edit its properties by clicking the
|
||||
:guilabel:`➔` (:guilabel:`Internal link`) icon.
|
||||
:icon:`fa-arrow-right` (:guilabel:`Internal link`) icon.
|
||||
|
||||
.. image:: documents/files-centralization.png
|
||||
:alt: Enable the centralization of files attached to a specific area of your activity.
|
||||
@@ -48,7 +47,7 @@ own by going to :menuselection:`Documents --> Configuration --> Workspaces` and
|
||||
|
||||
- :guilabel:`Name`
|
||||
- :guilabel:`Parent Workspace`: if you want to create a sub-workspace, select its :guilabel:`Parent
|
||||
Workspace`
|
||||
Workspace`.
|
||||
|
||||
Three tabs are available: :ref:`Tags <documents/tags>`,
|
||||
:ref:`Access Rights <documents/access-rights>`, and :ref:`Description <documents/description>`.
|
||||
@@ -68,8 +67,8 @@ and :guilabel:`Name` your tags.
|
||||
- The tags of a parent workspace apply to the child workspaces automatically;
|
||||
- Tags can be created and modified by going to :menuselection:`Documents --> Configuration -->
|
||||
Tags`;
|
||||
- Tags can also be created or edited by clicking the :icon:`fa-cog` (:guilabel:`cog`) icon on
|
||||
the left menu;
|
||||
- Tags can also be created or edited by clicking the :icon:`fa-gear` (:guilabel:`gear`) icon on
|
||||
the left panel;
|
||||
- An :ref:`email alias <documents/upload>` can be used to automatically send received documents
|
||||
to a specific workspace based on the tag assigned.
|
||||
|
||||
@@ -78,10 +77,9 @@ and :guilabel:`Name` your tags.
|
||||
Access rights
|
||||
-------------
|
||||
|
||||
To manage your workspace access rights, go to :menuselection:`Documents --> Configuration -->
|
||||
Workspaces`, open the workspace you want to edit, and go to the :guilabel:`Access Rights` tab.
|
||||
You can add :guilabel:`Write Groups` that can view, create, and edit the workspace's documents.
|
||||
You can also add :guilabel:`Read Groups` that can only view the workspace's documents.
|
||||
To manage your workspace access rights, go to the :guilabel:`Access Rights` tab. You can add
|
||||
:guilabel:`Write Groups` that can view, create, and edit the workspace's documents. You can also add
|
||||
:guilabel:`Read Groups` that only view the workspace's documents.
|
||||
|
||||
.. tip::
|
||||
Enable :guilabel:`Own Documents Only` to limit :guilabel:`Read Groups` and
|
||||
@@ -92,16 +90,11 @@ You can also add :guilabel:`Read Groups` that can only view the workspace's docu
|
||||
Description
|
||||
-----------
|
||||
|
||||
You can add descriptive information to your workspace by going to :menuselection:`Documents -->
|
||||
Configuration --> Workspaces`, opening the workspace you want to describe and going to the
|
||||
:guilabel:`Description` tab.
|
||||
You can add descriptive information to your workspace by going to the :guilabel:`Description` tab.
|
||||
|
||||
.. note::
|
||||
Workspaces can also be created and edited by clicking the :icon:`fa-cog` (:guilabel:`cog`) icon
|
||||
on the left menu.
|
||||
|
||||
.. image:: documents/sub-workspaces-creation.png
|
||||
:alt: Create sub-workspaces from the left menu
|
||||
Workspaces can also be created and edited by clicking the :icon:`fa-gear` (:guilabel:`gear`) icon
|
||||
on the left panel.
|
||||
|
||||
.. _documents/management:
|
||||
|
||||
@@ -109,14 +102,21 @@ Documents management
|
||||
====================
|
||||
|
||||
When selecting or opening a document, the right panel displays different options, including, for
|
||||
example: :icon:`fa-download` (:guilabel:`Download`), :icon:`fa-share-alt` (:guilabel:`Share this
|
||||
selection`), :icon:`fa-retweet` (:guilabel:`Replace`), :icon:`fa-unlock` (:guilabel:`Lock`),
|
||||
:icon:`fa-scissors` (:ref:`Split <documents/split>`), :icon:`fa-comments` (:guilabel:`Open chatter`),
|
||||
and :icon:`fa-trash` (:guilabel:`Move to trash`).
|
||||
example:
|
||||
|
||||
.. image:: documents/right-panel-options.png
|
||||
:align: center
|
||||
:alt: right panel options
|
||||
- :icon:`fa-download` (:guilabel:`Download`);
|
||||
- :icon:`fa-share-alt` (:guilabel:`Share this selection`): a share URL is copied to your clipboard;
|
||||
- :icon:`fa-retweet` (:guilabel:`Replace`): select a new file to replace the existing one. Scroll
|
||||
down to the bottom of the right panel to see the :guilabel:`History` and :guilabel:`restore`,
|
||||
:guilabel:`download`, or :guilabel:`delete` the document;
|
||||
- :icon:`fa-unlock` (:guilabel:`Lock`);
|
||||
- :icon:`fa-scissors` (:ref:`Split <documents/split>`).
|
||||
|
||||
You can also :icon:`fa-comments` :guilabel:`Open chatter` or delete the document by clicking the
|
||||
:icon:`fa-trash` (:guilabel:`Move to trash`) icon.
|
||||
|
||||
.. note::
|
||||
Items moved to the trash are permanently deleted after 30 days.
|
||||
|
||||
To modify the name of your file, click on :guilabel:`Name`. A :guilabel:`Contact` or an
|
||||
:guilabel:`Owner` can be assigned. The related :guilabel:`Workspace` can be modified and it is
|
||||
@@ -158,38 +158,33 @@ pages, click the :icon:`fa-scissors` (:guilabel:`scissors`) icon.
|
||||
Additional features
|
||||
-------------------
|
||||
|
||||
Select a workspace and click the arrow next to the :guilabel:`Upload` button to access additional
|
||||
features:
|
||||
Select a workspace and click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the
|
||||
:guilabel:`Upload` button to access additional features:
|
||||
|
||||
Request
|
||||
~~~~~~~
|
||||
|
||||
You can create "missing documents" and organize them as documents, to remind users to download them.
|
||||
You can request files and organize them as documents to remind users to download them.
|
||||
|
||||
Select the workspace where the file should be stored, click the arrow next to the :guilabel:`Upload`
|
||||
button, and select the :guilabel:`Request` option. Add the :guilabel:`Document Name`, choose the
|
||||
person you need it from in the :guilabel:`Request To` field, fill in the :guilabel:`Due Date In`,
|
||||
confirm the :guilabel:`Workspace` the document should belong to, and add :guilabel:`Tags` and a
|
||||
:guilabel:`Note` if needed. Then, click :guilabel:`Request`. A placeholder for the missing document
|
||||
is created in the workspace.
|
||||
Select the workspace where the file should be stored, click the :icon:`fa-caret-down`
|
||||
(:guilabel:`down arrow`) next to the :guilabel:`Upload` button, then :guilabel:`Request`. Add the
|
||||
:guilabel:`Document Name` and select the person you need it from in the :guilabel:`Request To`
|
||||
field. You can also fill in the :guilabel:`Due Date In`, confirm the :guilabel:`Workspace` the
|
||||
document should belong to, and add :guilabel:`Tags` and a :guilabel:`Message`. Then, click
|
||||
:guilabel:`Request`. A placeholder for the missing document is created in the workspace.
|
||||
|
||||
.. image:: documents/missing-doc.png
|
||||
:alt: Placeholder for missing document
|
||||
|
||||
To upload the document, click the :icon:`fa-upload` (:guilabel:`Upload file`) icon in the document
|
||||
preview. By default, the requestor is set as the document's :guilabel:`Owner`.
|
||||
When your document is available, click the placeholder to upload it.
|
||||
|
||||
You can see all missing documents by going to the **Activity** view and the :guilabel:`Requested
|
||||
Document` column.
|
||||
|
||||
.. tip::
|
||||
- From the :guilabel:`Activity` view, you can send a **reminder email** to users from whom you
|
||||
are expecting a document. Go to the :guilabel:`Requested Document` column, click on the
|
||||
:icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) icon and :guilabel:`Document Request: Reminder`.
|
||||
|
||||
- Click on a date to see the details of a specific request. You can update it by clicking on the
|
||||
:icon:`fa-pencil` (:guilabel:`pen`) icon, :guilabel:`Preview` the content of the reminder
|
||||
email, or :guilabel:`Send Now` to send a reminder email.
|
||||
From the :guilabel:`Activity` view, you can send a **reminder email** to users from whom you are
|
||||
expecting a document. Go to the :guilabel:`Requested Document` column and click the
|
||||
:icon:`fa-ellipsis-v` (:guilabel:`ellipsis`) icon, and :guilabel:`Document Request: Reminder`.
|
||||
Click on a date to see the details of a specific request. You can update it by clicking on the
|
||||
:icon:`fa-pencil` (:guilabel:`pen`) icon, :guilabel:`Preview` the content of the reminder email,
|
||||
or :guilabel:`Send Now` to send a reminder email.
|
||||
|
||||
.. image:: documents/reminder-email.png
|
||||
:alt: send a reminder email from the Activity view
|
||||
@@ -199,8 +194,8 @@ Document` column.
|
||||
Add a link
|
||||
~~~~~~~~~~
|
||||
|
||||
To add a link to your documents dashboard, click on :guilabel:`Add a Link`, enter the
|
||||
:guilabel:`URL`, and :guilabel:`Name` it.
|
||||
To add a link to your documents dashboard, click :guilabel:`Add a Link`, enter the :guilabel:`URL`,
|
||||
and :guilabel:`Name` it.
|
||||
|
||||
Share
|
||||
~~~~~
|
||||
@@ -210,8 +205,8 @@ You can make a document or a workspace accessible to anyone by sharing a URL.
|
||||
Share a document
|
||||
****************
|
||||
|
||||
To generate a **share link** to a document, select the document, click the arrow next to the
|
||||
:guilabel:`Upload` button, and click :guilabel:`Share`.
|
||||
To generate a **share link** to a document, select the document, click the :icon:`fa-caret-down`
|
||||
(:guilabel:`down arrow`) next to the :guilabel:`Upload` button, and click :guilabel:`Share`.
|
||||
|
||||
In the pop-up, you can :guilabel:`Name` the share link, set a validity date by filling in the
|
||||
:guilabel:`Valid Until` field, and if you own more than one site, select the :guilabel:`Website` you
|
||||
@@ -231,8 +226,8 @@ You can share a link to a workspace and allow users to :guilabel:`Download` its
|
||||
|
||||
To do so, go to the left column of your dashboard. In the :guilabel:`Workspace` section, select the
|
||||
workspace to share, and possibly one or several tags that will be automatically added to the
|
||||
uploaded documents. Then, click the arrow next to the :guilabel:`Upload` button and
|
||||
:guilabel:`Share`.
|
||||
uploaded documents. Then, click the :icon:`fa-caret-down` (:guilabel:`down arrow`) next to the
|
||||
:guilabel:`Upload` button and :guilabel:`Share`.
|
||||
|
||||
In the pop-up, a share :guilabel:`URL` you can :guilabel:`Copy` is displayed. You can
|
||||
:guilabel:`Name` your share link, set a validity date by filling in the :guilabel:`Valid Until`
|
||||
@@ -245,7 +240,7 @@ Upload <documents/upload>` files to it.
|
||||
|
||||
.. Note::
|
||||
- The links added to your workspace using the :ref:`Add a Link <documents/add-a-link>` option
|
||||
cannot be shared and are, therefore, excluded.
|
||||
cannot be shared and are, therefore, excluded;
|
||||
- When tags are applied to a shared workspace, users can exclusively access the documents
|
||||
associated with those tags.
|
||||
|
||||
@@ -273,6 +268,8 @@ The documents sent to this email alias are uploaded to the workspace using the c
|
||||
|
||||
.. tip::
|
||||
Go to :menuselection:`Configuration --> Share & Emails` to see and manage your share links.
|
||||
Select a line and click :guilabel:`Delete` to disable the URL. People who have received this
|
||||
link will no longer be able to access the document(s) or workspace.
|
||||
|
||||
New spreadsheet
|
||||
~~~~~~~~~~~~~~~
|
||||
@@ -287,15 +284,15 @@ Workflow actions
|
||||
|
||||
Workflow actions help manage documents and overall business operations. These are automated actions
|
||||
that can be created and customized for each workspace. With a single click you can, for example,
|
||||
create, move, sign, and add tags to a document, and process bills.
|
||||
create, move, sign, add tags to a document, and process bills.
|
||||
|
||||
These workflow actions appear on the right panel when a document meets the set criteria.
|
||||
When a document meets the set criteria, these workflow actions appear on the right panel.
|
||||
|
||||
Create workflow actions
|
||||
-----------------------
|
||||
|
||||
To create workflow actions, go to :menuselection:`Documents --> Configuration --> Actions` and click
|
||||
:guilabel:`New`.
|
||||
To update an existing workflow action or create a new one, go to :menuselection:`Documents -->
|
||||
Configuration --> Actions` and click :guilabel:`New`.
|
||||
|
||||
.. note::
|
||||
An action applies to all **sub-workspaces** under the :guilabel:`Related Workspace` you selected.
|
||||
@@ -303,16 +300,15 @@ To create workflow actions, go to :menuselection:`Documents --> Configuration --
|
||||
Set the conditions
|
||||
------------------
|
||||
|
||||
You can :guilabel:`Create` a new :guilabel:`Action` or edit an existing one. You can define the
|
||||
:guilabel:`Action Name` and then set the conditions that trigger the appearance of the action button
|
||||
(:guilabel:`▶`) on the right-side panel when selecting a file.
|
||||
Define the :guilabel:`Action Name` and then set the conditions that trigger the appearance of the
|
||||
:icon:`fa-play` (:guilabel:`play`) icon on the right-side panel when selecting a file.
|
||||
|
||||
There are three basic types of conditions you can set:
|
||||
|
||||
#. :guilabel:`Tags`: you can use the :guilabel:`Contains` and :guilabel:`Does not contain`
|
||||
conditions, meaning the files *must have* or *must not have* the tags set here.
|
||||
conditions, meaning the files *must have* or *must not have* the tags set here;
|
||||
|
||||
#. :guilabel:`Contact`: the files must be associated with the contact set here.
|
||||
#. :guilabel:`Contact`: the files must be associated with the contact set here;
|
||||
|
||||
#. :guilabel:`Owner`: the files must be associated with the owner set here.
|
||||
|
||||
@@ -332,7 +328,7 @@ Advanced condition type: domain
|
||||
|
||||
The :ref:`developer mode <developer-mode>` needs to be activated to access the :guilabel:`Domain`
|
||||
condition from the :guilabel:`Actions` tab. Once done, select the :guilabel:`Domain` condition type
|
||||
and click :guilabel:`Add condition`.
|
||||
and click :guilabel:`New Rule`.
|
||||
|
||||
To create a rule, you typically select a :guilabel:`field`, an :guilabel:`operator`, and a
|
||||
:guilabel:`value`. For example, if you want to add a workflow action to all the PDF files inside a
|
||||
@@ -352,30 +348,29 @@ Configure the actions
|
||||
|
||||
Select the :guilabel:`Actions` tab to set up your action. You can simultaneously:
|
||||
|
||||
- **Set Contact**: add a contact to the file, or replace an existing contact with a new one.
|
||||
- **Set Owner**: add an owner to the file, or replace an existing owner with a new one.
|
||||
- **Move to Workspace**: move the file to any workspace.
|
||||
- **Move to Workspace**: move the file to any workspace;
|
||||
- **Create**: create one of the following items attached to the file in your database:
|
||||
|
||||
- **Link to record**: link the document to a record (i.e. link to a vehicle in Fleet);
|
||||
- **Product template**: create a product you can edit directly;
|
||||
- **Task**: create a Project task you can edit directly;
|
||||
- **Signature PDF template**: create a new Sign template to send out;
|
||||
- **PDF to sign**: create a PDF to sign;
|
||||
- **Applicant**: create a new HR application you can edit directly;
|
||||
- **Vendor bill**: create a vendor bill using OCR and AI to scrape information from the file
|
||||
content;
|
||||
- **Customer invoice**: create a customer invoice using OCR and AI to scrape information from
|
||||
the file;
|
||||
- **Vendor credit note**: create a vendor credit note using OCR and AI to scrape information
|
||||
from the file;
|
||||
- **Credit note**: create a customer credit note using OCR and AI to scrape information from
|
||||
the file;
|
||||
- **Miscellaneous Operations**: create a record in :guilabel:`Miscellaneous Operations`
|
||||
in Accounting;
|
||||
- **Bank Statement**: create a Bank Statement in Finance;
|
||||
- **Expense**: create an expense automatically based on a file's content.
|
||||
- **Link to record**: create a link between a document and a record from a specific model;
|
||||
- **Product template**: create a product you can edit directly;
|
||||
- **Task**: create a Project task you can edit directly;
|
||||
- **Signature PDF template**: create a new Sign template to send out;
|
||||
- **PDF to sign**: create a Sign template to sign directly;
|
||||
- **Applicant**: create a new HR application you can edit directly;
|
||||
- **Vendor bill**: create a vendor bill using OCR and AI to scrape information from the file
|
||||
content;
|
||||
- **Customer invoice**: create an invoice using OCR and AI to scrape information from the file;
|
||||
- **Vendor credit note**: create a vendor credit note using OCR and AI to scrape information
|
||||
from the file;
|
||||
- **Credit note**: create a customer credit note using OCR and AI to scrape information from the
|
||||
file;
|
||||
- **Miscellaneous Operations**: create an entry in the Miscellaneous Operations journal;
|
||||
- **Bank Statement**: import a bank statement;
|
||||
- **Purchase Receipt**: create a vendor receipt;
|
||||
- **Expense**: create an HR expense.
|
||||
|
||||
- **Set Contact**: add a contact to the file, or replace an existing contact with a new one;
|
||||
- **Set Owner**: add an owner to the file, or replace an existing owner with a new one;
|
||||
- **Set Tags**: add, remove, and replace any number of tags;
|
||||
- **Activities - Mark all as Done**: mark all activities linked to the file as done;
|
||||
- **Activities - Schedule Activity**: create a new activity linked to the file as configured in
|
||||
|
||||
|
Before Width: | Height: | Size: 6.0 KiB After Width: | Height: | Size: 5.9 KiB |
|
Before Width: | Height: | Size: 3.9 KiB After Width: | Height: | Size: 3.9 KiB |
|
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 7.9 KiB After Width: | Height: | Size: 7.9 KiB |
|
Before Width: | Height: | Size: 6.3 KiB After Width: | Height: | Size: 6.3 KiB |
|
Before Width: | Height: | Size: 21 KiB After Width: | Height: | Size: 8.3 KiB |
|
Before Width: | Height: | Size: 3.6 KiB After Width: | Height: | Size: 3.6 KiB |
|
Before Width: | Height: | Size: 3.2 KiB |
|
Before Width: | Height: | Size: 43 KiB After Width: | Height: | Size: 32 KiB |
|
Before Width: | Height: | Size: 2.8 KiB |
|
Before Width: | Height: | Size: 7.4 KiB |
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
@@ -94,9 +94,41 @@ catalog. Then, select a product from the drop-down menu, or create a new one by
|
||||
After selecting a product, update the :guilabel:`Quantity`, if necessary. Confirm the information in
|
||||
the remaining fields.
|
||||
|
||||
To remove a line from the quotation, click the :guilabel:`🗑️ (trash can)` icon.
|
||||
To remove a line from the quotation, click the :icon:`fa-trash-o` :guilabel:`(trash can)` icon.
|
||||
|
||||
Repeat the steps above until the quotation is complete.
|
||||
To organize products into sections click :guilabel:`Add a section` and type a name for the section.
|
||||
Then, click the :icon:`oi-draggable` :guilabel:`(drag)` icon to the left of the name and drag to
|
||||
move the section to the appropriate location. Move each product using the same method to finish
|
||||
organizing the quotation order lines.
|
||||
|
||||
.. image:: send_quotes/product-sections.png
|
||||
:align: center
|
||||
:alt: Categories are used to create separate sections on the order lines of a quote.
|
||||
|
||||
Product catalog
|
||||
~~~~~~~~~~~~~~~
|
||||
|
||||
To quickly add numerous products to the quotation, click the :guilabel:`Catalog` button to open the
|
||||
product catalog.
|
||||
|
||||
All products in the database are listed as cards and can be sorted in the left panel by
|
||||
:guilabel:`Product Category` and :guilabel:`Attributes`.
|
||||
|
||||
.. image:: send_quotes/product-catalog.png
|
||||
:align: center
|
||||
:alt: The product catalog displays all products as cards.
|
||||
|
||||
To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button on the product card.
|
||||
Set the quantity of the item using the :icon:`fa-plus` :guilabel:`(add)` or :icon:`fa-minus`
|
||||
:guilabel:`(subtract)` buttons, or type the quantity in the number field between the two buttons.
|
||||
To remove an item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product card.
|
||||
|
||||
.. image:: send_quotes/set-quantity.png
|
||||
:align: center
|
||||
:alt: The purple add and subtract buttons are used to set the quantity of an item.
|
||||
|
||||
Once all product quantities are set, click the :guilabel:`Back to Quotation` button to return to the
|
||||
quotation. The items selected in the product catalog now appear in the :guilabel:`Order Lines` tab.
|
||||
|
||||
Preview and send quotation
|
||||
==========================
|
||||
|
||||
|
After Width: | Height: | Size: 45 KiB |
|
After Width: | Height: | Size: 22 KiB |
|
After Width: | Height: | Size: 4.1 KiB |
@@ -25,6 +25,7 @@ Then, follow the corresponding documentation to configure your device:
|
||||
- :doc:`SIX configuration <terminals/six>`
|
||||
- :doc:`Stripe configuration <terminals/stripe>`
|
||||
- :doc:`Vantiv configuration <terminals/vantiv>`
|
||||
- :doc:`Viva Wallet configuration <terminals/viva_wallet>`
|
||||
- :doc:`Worldline configuration <terminals/worldline>`
|
||||
|
||||
Once the terminal is configured, you can :doc:`create the corresponding payment method and add it to
|
||||
@@ -38,4 +39,5 @@ the POS <../payment_methods>`.
|
||||
terminals/six
|
||||
terminals/stripe
|
||||
terminals/vantiv
|
||||
terminals/viva_wallet
|
||||
terminals/worldline
|
||||
|
||||
@@ -0,0 +1,134 @@
|
||||
===========
|
||||
Viva Wallet
|
||||
===========
|
||||
|
||||
Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` allows you to offer a fluid
|
||||
payment flow to your customers and ease the work of your cashiers.
|
||||
|
||||
.. note::
|
||||
Viva Wallet lets you turn your phone into a mobile card reader: `Tap On Phone
|
||||
<https://www.vivawallet.com/gb_en/blog-tap-on-phone-gb>`_.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Start by creating your Viva Wallet account on `Viva Wallet's website <https://www.vivawallet.com>`_.
|
||||
|
||||
Locate your Viva Wallet credentials
|
||||
-----------------------------------
|
||||
|
||||
When configuring Viva Wallet in Point of Sale, you need to use specific credentials that are
|
||||
available in your Viva Wallet account. These credentials include your :ref:`Merchant ID
|
||||
<viva_wallet/id-key>`, :ref:`API key <viva_wallet/id-key>`, :ref:`POS API credentials
|
||||
<viva_wallet/pos-api>`, and :ref:`Terminal ID <viva_wallet/identifier>` number.
|
||||
|
||||
.. _viva_wallet/id-key:
|
||||
|
||||
Merchant ID and API key
|
||||
~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
Locate your `Merchant ID and API key following the Viva documentation
|
||||
<https://developer.vivawallet.com/getting-started/find-your-account-credentials/merchant-id-and-api-key/>`_.
|
||||
Then, save the keys and paste them into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key`
|
||||
fields :ref:`when creating the payment method <viva_wallet/method-creation>`.
|
||||
|
||||
.. image:: viva_wallet/access-cred.png
|
||||
:alt: merchant ID and API key fields
|
||||
|
||||
.. note::
|
||||
These credentials are used for APIs that authenticate with Basic Auth.
|
||||
|
||||
.. _viva_wallet/pos-api:
|
||||
|
||||
POS API credentials
|
||||
~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
Locate and generate your `POS API credentials following the Viva documentation
|
||||
<https://developer.vivawallet.com/getting-started/find-your-account-credentials/pos-api-credentials/>`_.
|
||||
Then, save the keys and paste them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID`
|
||||
fields :ref:`when creating the payment method <viva_wallet/method-creation>`.
|
||||
|
||||
.. warning::
|
||||
These credentials are only displayed once. Ensure you keep a copy to secure them.
|
||||
|
||||
.. image:: viva_wallet/api-cred.png
|
||||
:alt: Client secret and client ID fields
|
||||
|
||||
.. note::
|
||||
These credentials are used for Android and iOS POS Activation requests, as well as the Cloud
|
||||
Terminal API.
|
||||
|
||||
.. _viva_wallet/identifier:
|
||||
|
||||
Terminal ID
|
||||
~~~~~~~~~~~
|
||||
|
||||
Your terminal ID number is used to identify your terminal. To find it:
|
||||
|
||||
#. Go to your Viva Wallet account and select the relevant account.
|
||||
#. Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the navigation menu.
|
||||
|
||||
The terminal ID number is located under the :guilabel:`Terminal ID (TID)` column. Save it to paste
|
||||
it into the :guilabel:`Terminal ID` field :ref:`when creating the payment method
|
||||
<viva_wallet/method-creation>`.
|
||||
|
||||
.. image:: viva_wallet/terminal-id.png
|
||||
:alt: Viva terminal ID
|
||||
|
||||
.. _viva_wallet/method-creation:
|
||||
|
||||
Configure the payment method
|
||||
----------------------------
|
||||
|
||||
#. :doc:`Activate the POS Viva Wallet module <../../../../general/apps_modules>` to enable the
|
||||
payment terminal.
|
||||
#. :doc:`Create the related payment method <../../payment_methods>` by going to
|
||||
:menuselection:`Point of Sale --> Configuration --> Payment Methods` and clicking
|
||||
:guilabel:`New`.
|
||||
#. Set the journal type as :guilabel:`Bank`.
|
||||
#. Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` field.
|
||||
#. Fill in the mandatory fields with your:
|
||||
|
||||
- :ref:`Merchant ID and API key <viva_wallet/ID-key>`
|
||||
- :ref:`Client ID and Client secret <viva_wallet/pos-api>`
|
||||
- :ref:`Terminal ID <viva_wallet/identifier>`
|
||||
|
||||
#. Save the form and copy the generated webhook URL from the :guilabel:`Viva Wallet Webhook
|
||||
Endpoint` field. This URL is necessary :ref:`when configuring the webhook <viva_wallet/webhook>`.
|
||||
|
||||
.. image:: viva_wallet/create-method-viva-wallet.png
|
||||
:alt: payment method creation form
|
||||
:scale: 75%
|
||||
|
||||
.. _viva_wallet/webhook:
|
||||
|
||||
Configure the webhook
|
||||
---------------------
|
||||
|
||||
Webhooks allow you to receive real-time notifications whenever a transaction occurs within your Viva
|
||||
Wallet account. Set them up for `payment transactions following the Viva documentation
|
||||
<https://developer.vivawallet.com/webhooks-for-payments/transaction-payment-created/>`_.
|
||||
|
||||
.. seealso::
|
||||
`Setting up webhooks <https://developer.viva.com/webhooks-for-payments/#setting-up-webhooks>`_
|
||||
|
||||
Link the payment method to a POS
|
||||
--------------------------------
|
||||
|
||||
You can select the payment method in your POS settings once the payment method is created. To do so,
|
||||
go to the :ref:`POS' settings <configuration/settings>` and add the payment method under the
|
||||
:guilabel:`Payment methods` field of the :guilabel:`Payment` section.
|
||||
|
||||
Pay with a payment terminal
|
||||
===========================
|
||||
|
||||
When processing a payment, select the related payment method. Check the amount and click on
|
||||
:guilabel:`Send`. Once the payment is successful, the status changes to :guilabel:`Payment
|
||||
Successful`.
|
||||
|
||||
.. note::
|
||||
- | In case of connection issues between Odoo and the payment terminal, force the payment by
|
||||
clicking on :guilabel:`Force Done`, which allows you to validate the order.
|
||||
| This option is only available after receiving an error message informing you that the
|
||||
connection failed.
|
||||
- To cancel the payment request, click :guilabel:`cancel`.
|
||||
|
After Width: | Height: | Size: 12 KiB |
|
After Width: | Height: | Size: 18 KiB |
|
After Width: | Height: | Size: 18 KiB |
|
After Width: | Height: | Size: 14 KiB |
|
Before Width: | Height: | Size: 37 KiB |
@@ -482,4 +482,4 @@ rule on a fresh form.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/sales/sales/products_prices/prices/currencies`
|
||||
- :doc:`/applications/websites/ecommerce/managing_products/price_management`
|
||||
- :doc:`/applications/websites/ecommerce/products/price_management`
|
||||
|
||||
@@ -28,7 +28,7 @@ within the Odoo *Sales* application.
|
||||
other similar records in Odoo.
|
||||
|
||||
.. seealso::
|
||||
:doc:`/applications/websites/ecommerce/managing_products/variants`
|
||||
:doc:`/applications/websites/ecommerce/products/variants`
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
@@ -107,10 +107,14 @@ Odoo uses the information in the :guilabel:`Recurring Plan` field to update the
|
||||
accordingly.
|
||||
|
||||
.. warning::
|
||||
If there is no payment provider set up, Odoo does **not** create an invoice, and the customer is
|
||||
not charged. Instead, the subscription is processed as a free recurring product, and is reflected
|
||||
as such in the *chatter* of the subscription sales order. When this occurs, the following message
|
||||
appears: `Automatic renewal succeeded. Free subscription. Next invoice:[date]. No email sent.`
|
||||
If the product invoicing policy is set to *Based on Delivered Quantities (Manual)*, and the
|
||||
delivered quantity is `0`, Odoo does **not** create an invoice, and the customer is not charged.
|
||||
|
||||
Instead, the subscription is processed as a free recurring product, and is reflected as such in
|
||||
the *chatter* of the subscription sales order.
|
||||
|
||||
When this occurs, the following message appears: `Automatic renewal succeeded. Free subscription.
|
||||
Next invoice:[date]. No email sent.`
|
||||
|
||||
Once the invoice for the subscription sales order is created, the invoice can be viewed by clicking
|
||||
the :guilabel:`Invoices` smart button that appears at the top of the subscription sales order.
|
||||
@@ -125,8 +129,8 @@ the :guilabel:`Payment Token` field, under the :guilabel:`Subscription` section.
|
||||
:align: center
|
||||
:alt: The Payment Token field under the Other Info tab on a subscription sales order form.
|
||||
|
||||
If there is no :guilabel:`Payment Token` (i.e. payment provider is `Bank Transfer`), the invoice is
|
||||
created and sent to the customer. The payment **must** be registered manually in this case.
|
||||
If there is no :guilabel:`Payment Token`, the invoice is created, and sent to the customer. The
|
||||
payment **must** be registered manually in this case.
|
||||
|
||||
Closing invoices
|
||||
----------------
|
||||
|
||||
@@ -13,19 +13,27 @@ Studio
|
||||
studio/models_modules_apps
|
||||
studio/automated_actions
|
||||
studio/pdf_reports
|
||||
studio/approval_rules
|
||||
|
||||
Studio is a toolbox that allows you to customize Odoo without coding knowledge. For example, you
|
||||
can, on any app, add or modify:
|
||||
can, in any app, add or modify:
|
||||
|
||||
- :doc:`Fields <studio/fields>`
|
||||
- :doc:`Views <studio/views>`
|
||||
- :doc:`Models <studio/models_modules_apps>`
|
||||
- :doc:`Automated actions <studio/automated_actions>`
|
||||
- :doc:`PDF reports <studio/pdf_reports>`
|
||||
- Approval rules
|
||||
- :doc:`Approval rules <studio/approval_rules>`
|
||||
- Security rules
|
||||
|
||||
Or you can :doc:`build an app from scratch <studio/models_modules_apps>`.
|
||||
You can also :doc:`build an app from scratch <studio/models_modules_apps>`.
|
||||
|
||||
.. _studio/access:
|
||||
|
||||
To access Studio, navigate to the app and model you want to modify, then click the **Toggle Studio**
|
||||
button, or vice versa.
|
||||
|
||||
To close Studio, click :guilabel:`Close` in the upper right corner.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Studio <https://www.odoo.com/slides/studio-31>`_
|
||||
`Odoo Tutorials: Studio <https://www.odoo.com/slides/studio-31>`_
|
||||
|
||||
@@ -0,0 +1,79 @@
|
||||
==============
|
||||
Approval rules
|
||||
==============
|
||||
|
||||
Studio approval rules are used to automate approval processes for actions. They allow you to define
|
||||
the criteria for when an approval is required before an action can be performed using a button.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
To add approval rules, proceed as follows:
|
||||
|
||||
#. :ref:`Open Studio <studio/access>` and switch to the required :doc:`view <views>`.
|
||||
#. Select the button for which you want to add approval rules.
|
||||
#. In the :guilabel:`Properties` tab on the left, enable the :guilabel:`Set approval rules`
|
||||
feature.
|
||||
#. Specify the :guilabel:`Allowed Group` to limit the approval permission to a specific user
|
||||
group.
|
||||
#. Select the :guilabel:`Responsible` user to create an activity for a specific user when approval
|
||||
is requested from them.
|
||||
#. Select the :guilabel:`Users to notify` via internal note.
|
||||
#. Add a :guilabel:`Description` to be displayed in the :ref:`Approval dialog <approval-rules/use>`.
|
||||
|
||||
Optionally, you can also add conditions for the approval rule to be applied by clicking the
|
||||
:icon:`fa-filter` (:guilabel:`filter`) icon next to the :guilabel:`Allowed Group` field.
|
||||
|
||||
To add another rule, click :guilabel:`Add an approval rule`. When there are multiple approval rules,
|
||||
you can:
|
||||
|
||||
- enable :guilabel:`Exclusive Approval` to require approvers to be different users;
|
||||
- change the :guilabel:`Notification Order` of the approval rule so that the :guilabel:`Responsible`
|
||||
and :guilabel:`Users to notify` are only notified when the previous rule has been approved, and
|
||||
their approval is required. If the approval rules have the same :guilabel:`Notification Order`,
|
||||
all users are notified at the same time when the first approval is requested.
|
||||
|
||||
Click the :icon:`fa-trash` (:guilabel:`trash`) icon next to the :guilabel:`Allowed Group` field to
|
||||
delete the approval rule.
|
||||
|
||||
.. tip::
|
||||
You can create :ref:`user groups <access-rights/groups>` specifically for approvals.
|
||||
|
||||
.. _approval-rules/use:
|
||||
|
||||
Use
|
||||
===
|
||||
|
||||
Once approval rules have been defined for a button:
|
||||
|
||||
- A **user avatar** icon is displayed next to the button's label for each approval rule that has
|
||||
been defined.
|
||||
|
||||
.. image:: approval_rules/approvals-button.png
|
||||
:alt: Confirm button with approval for purchase orders
|
||||
|
||||
- When an unauthorized user clicks the button, an error message is displayed in the top-right corner
|
||||
and an activity is created for the user specified in the :guilabel:`Responsible` field.
|
||||
- Only users from the group defined in the :guilabel:`Allowed Group` field are authorized to approve
|
||||
or reject the action.
|
||||
|
||||
Authorized users can:
|
||||
|
||||
- approve and perform the action by clicking the button;
|
||||
- approve the action and allow another user to perform it by clicking the **user avatar** icon next
|
||||
to the button's label, then clicking the :icon:`fa-check` (:guilabel:`Approve`) button in the
|
||||
dialog that opens;
|
||||
- reject the action by clicking the **user avatar** icon next to the button's label, then clicking
|
||||
the :icon:`fa-times` (:guilabel:`Reject`) button in the dialog that opens.
|
||||
|
||||
.. image:: approval_rules/approvals-awaiting.png
|
||||
:alt: Approval dialog
|
||||
|
||||
.. tip::
|
||||
- The user who approved/rejected the action can revoke their decision by clicking the **user
|
||||
avatar** icon next to the button's label, then clicking the :icon:`fa-undo`
|
||||
(:guilabel:`Revoke`) button.
|
||||
- Approvals are tracked in the record's chatter. An approval entry is also created every time
|
||||
a Studio approval-related action is performed. To access the approval entries, :doc:`activate
|
||||
the developer mode </applications/general/developer_mode>` and go to :menuselection:`Settings
|
||||
--> Technical --> Studio Approval Entries`.
|
||||
|
After Width: | Height: | Size: 5.0 KiB |
|
After Width: | Height: | Size: 4.4 KiB |
@@ -23,6 +23,6 @@ products and increase your average cart sizes.
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
ecommerce/managing_products
|
||||
ecommerce/products
|
||||
ecommerce/checkout_payment_shipping
|
||||
ecommerce/ecommerce_management
|
||||
|
||||
@@ -25,11 +25,11 @@ the :guilabel:`Shop - Checkout Process` section, look for :guilabel:`Add to Cart
|
||||
the options.
|
||||
|
||||
.. note::
|
||||
If a product has :doc:`optional products <../managing_products/cross_upselling>`, the **dialog
|
||||
If a product has :doc:`optional products <../products/cross_upselling>`, the **dialog
|
||||
box** will always appear.
|
||||
|
||||
.. seealso::
|
||||
:doc:`../managing_products/catalog`
|
||||
:doc:`../products/catalog`
|
||||
|
||||
.. _cart/prevent-sale:
|
||||
|
||||
|
||||
@@ -1,14 +0,0 @@
|
||||
:nosearch:
|
||||
|
||||
========
|
||||
Products
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
managing_products/products
|
||||
managing_products/catalog
|
||||
managing_products/variants
|
||||
managing_products/price_management
|
||||
managing_products/cross_upselling
|
||||
@@ -1,6 +1,8 @@
|
||||
==================
|
||||
Product management
|
||||
==================
|
||||
:show-content:
|
||||
|
||||
========
|
||||
Products
|
||||
========
|
||||
|
||||
Odoo allows you to create, import, and manage your products' pages all within the **Website** app.
|
||||
|
||||
@@ -17,9 +19,9 @@ To add a product to your catalog, you can either do it in:
|
||||
:ref:`Import records <import-data>`.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../managing_products/catalog`
|
||||
- :doc:`../../../sales/sales/products_prices/products/import`
|
||||
- :doc:`Product-related documentation <../../../sales/sales>`
|
||||
- :doc:`products/catalog`
|
||||
- :doc:`../../sales/sales/products_prices/products/import`
|
||||
- :doc:`Product-related documentation <../../sales/sales>`
|
||||
|
||||
Publish
|
||||
-------
|
||||
@@ -78,7 +80,7 @@ In the **website builder** window, click :guilabel:`Customize` to enable additio
|
||||
- To allow **wishlists**, the option must be enabled in :menuselection:`Website --> Configuration
|
||||
--> Settings --> Shop - Products`;
|
||||
- To access the :guilabel:`Variants` options, the :doc:`Product Variants
|
||||
<../../../sales/sales/products_prices/products/variants>` option must first be enabled under
|
||||
<../../sales/sales/products_prices/products/variants>` option must first be enabled under
|
||||
:menuselection:`Website --> Configuration --> Settings --> Shop - Products`.
|
||||
|
||||
Layout
|
||||
@@ -191,13 +193,13 @@ The **eCommerce-related** fields to translate are:
|
||||
|
||||
.. note::
|
||||
Having untranslated content on a web page may be detrimental to the user experience and
|
||||
:doc:`SEO <../../../websites/website/pages/seo>`.
|
||||
:doc:`SEO <../../websites/website/pages/seo>`.
|
||||
.. note::
|
||||
To check the language(s) of your website, go to :menuselection:`Website --> Configuration -->
|
||||
Settings --> Website Info section`.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../../../websites/website/pages/seo`
|
||||
- :doc:`../../websites/website/pages/seo`
|
||||
|
||||
Website availability
|
||||
--------------------
|
||||
@@ -244,7 +246,7 @@ If you are selling non-prepackaged kits (i.e., the kits are made of individual p
|
||||
recommend you read the related documentation to keep track of your stock.
|
||||
|
||||
.. seealso::
|
||||
:doc:`../../../inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping`
|
||||
:doc:`../../inventory_and_mrp/manufacturing/advanced_configuration/kit_shipping`
|
||||
|
||||
Product comparison
|
||||
==================
|
||||
@@ -260,9 +262,17 @@ On the product page, scroll down to the :guilabel:`Specifications` section and c
|
||||
summary.
|
||||
|
||||
.. note::
|
||||
The :guilabel:`Product Comparison Tool` can only be used if :doc:`attributes <variants>` are set
|
||||
on the **product's template**.
|
||||
The :guilabel:`Product Comparison Tool` can only be used if :doc:`attributes <products/variants>`
|
||||
are set on the **product's template**.
|
||||
|
||||
.. image:: products/products-compare.png
|
||||
:align: center
|
||||
:alt: Product comparison window
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
products/catalog
|
||||
products/variants
|
||||
products/price_management
|
||||
products/cross_upselling
|
||||
@@ -35,7 +35,7 @@ category, the option :guilabel:`Collapsable Category Recursive` appears and allo
|
||||
:alt: Categories options for your eCommerce website
|
||||
|
||||
.. seealso::
|
||||
:doc:`products`
|
||||
:doc:`../products`
|
||||
|
||||
.. _ecommerce-browsing:
|
||||
|
||||
|
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@@ -11,7 +11,7 @@ To use product variants, enable them under :menuselection:`Website --> Configura
|
||||
in the :guilabel:`Shop - Products` section.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../managing_products/products`
|
||||
- :doc:`../products`
|
||||
- :doc:`../../../sales/sales/products_prices/products/variants`
|
||||
- :doc:`../../../sales/sales/products_prices/products/import`
|
||||
|
||||
|
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@@ -11,7 +11,7 @@ target audience.
|
||||
Each website can be designed and configured independently with its own :doc:`domain name
|
||||
<domain_names>`, :doc:`theme <../web_design/themes>`, :doc:`pages <../pages>`, :doc:`menus
|
||||
<../pages/menus>`, :doc:`languages <translate>`, :doc:`products
|
||||
<../../ecommerce/managing_products/products>`, assigned sales team, etc. They can also
|
||||
<../../ecommerce/products>`, assigned sales team, etc. They can also
|
||||
:ref:`share content and pages <multi-website/website_content>`.
|
||||
|
||||
.. tip::
|
||||
|
||||
@@ -696,10 +696,13 @@ msgid ""
|
||||
"contact is a repository of vital business information, facilitating "
|
||||
"communication and business transactions."
|
||||
msgstr ""
|
||||
"يتم تثبيت تطبيق *جهات الاتصال* على جميع قواعد بيانات Odoo. يتم إنشاء جهات "
|
||||
"الاتصال للعملاء الذين تتعامل معهم الشركة من خلال Odoo. جهة الاتصال هي مستودع"
|
||||
" للمعلومات التجارية الحيوية، مما يسهل الاتصالات والمعاملات التجارية. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:10
|
||||
msgid "Contact form"
|
||||
msgstr ""
|
||||
msgstr "استمارة التواصل "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:12
|
||||
msgid ""
|
||||
@@ -707,10 +710,12 @@ msgid ""
|
||||
"click :guilabel:`Create`. A new form appears where various contact "
|
||||
"information can be added."
|
||||
msgstr ""
|
||||
"لإنشاء جهة اتصال جديدة، انتقل إلى :menuselection:`تطبيق جهات الاتصال`، وانقر"
|
||||
" على :guilabel:`إنشاء`. يظهر نموذج جديد حيث يمكن إضافة معلومات اتصال مختلفة."
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:16
|
||||
msgid "Contact type"
|
||||
msgstr ""
|
||||
msgstr "نوع جهة الاتصال "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:18
|
||||
msgid ""
|
||||
@@ -718,6 +723,9 @@ msgid ""
|
||||
"contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, "
|
||||
"depending on the type of contact that is being added."
|
||||
msgstr ""
|
||||
"يسمح Odoo بكل من جهات الاتصال :guilabel:`Individual` و :guilabel:`Company`. "
|
||||
"حدد إما :guilabel:`فرد` أو :guilabel:`شركة`، حسب نوع جهة الاتصال التي تتم "
|
||||
"إضافتها. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:22
|
||||
msgid "Name"
|
||||
@@ -729,6 +737,8 @@ msgid ""
|
||||
":guilabel:`Company`. This is how the name appears throughout the database. "
|
||||
"This field is **mandatory**."
|
||||
msgstr ""
|
||||
"أولاً، قم بملء اسم :guilabel:`فرد` أو :guilabel:`شركة`. هذه هي الطريقة التي "
|
||||
"يظهر بها الاسم في جميع أنحاء قاعدة البيانات. هذا الحقل **إلزامي**. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:28
|
||||
msgid ""
|
||||
@@ -736,6 +746,9 @@ msgid ""
|
||||
"linked to it. After selecting :guilabel:`Individual`, a new "
|
||||
":guilabel:`Company Name...` field appears below the first name field."
|
||||
msgstr ""
|
||||
":guilabel:يمكن أن تحتوي جهات الاتصال `الفردية' على جهة اتصال "
|
||||
":guilabel:`شركة` مرتبطة بها. بعد تحديد :guilabel:`فرد`، يظهر حقل جديد "
|
||||
":guilabel:`اسم الشركة...` أسفل حقل الاسم الأول. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:33
|
||||
msgid "Address"
|
||||
@@ -755,32 +768,40 @@ msgid ""
|
||||
":guilabel:`Delivery Address`, :guilabel:`Other Address`, and "
|
||||
":guilabel:`Private Address`."
|
||||
msgstr ""
|
||||
"إذا تم تحديد الخيار :guilabel:`Individual`، فيمكن اختيار *نوع العنوان* من "
|
||||
"القائمة المنسدلة. تتضمن خيارات هذه القائمة المنسدلة ما يلي: :guilabel:`جهة "
|
||||
"الاتصال`، :guilabel:`عنوان الفاتورة`، :guilabel:`عنوان التسليم`، "
|
||||
":guilabel:`عنوان آخر`، و :guilabel:`عنوان خاص`. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:44
|
||||
msgid "Additional fields"
|
||||
msgstr ""
|
||||
msgstr "الحقول الإضافية "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:46
|
||||
msgid ""
|
||||
"Additional details are included on the initial form. The following fields "
|
||||
"are available:"
|
||||
msgstr ""
|
||||
msgstr "يتم تضمين تفاصيل إضافية في النموذج الأولي. الحقول التالية متاحة: "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:48
|
||||
msgid ":guilabel:`VAT`: Value Added Tax number."
|
||||
msgstr ""
|
||||
msgstr ":guilabel:`VAT`: رقم ضريبة القيمة المضافة. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:49
|
||||
msgid ""
|
||||
":guilabel:`Citizen Identification`: citizen or government identification "
|
||||
"number (only available on :guilabel:`Individual`)."
|
||||
msgstr ""
|
||||
":guilabel:`تعريف المواطن`: رقم هوية المواطن أو الحكومة (متاح فقط على "
|
||||
":guilabel:`فردي`). "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:51
|
||||
msgid ""
|
||||
":guilabel:`Job Position`: list the job position of the "
|
||||
":guilabel:`Individual` (only available on :guilabel:`Individual`)."
|
||||
msgstr ""
|
||||
":guilabel:`Job Position`: قم بإدراج المنصب الوظيفي لـ :guilabel:`فرد` (متاح "
|
||||
"فقط على :guilabel:`فرد`). "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:53
|
||||
msgid ""
|
||||
@@ -788,6 +809,9 @@ msgid ""
|
||||
"an SMS, or WhatsApp message by hovering over the field on the saved form, "
|
||||
"and clicking the desired option."
|
||||
msgstr ""
|
||||
":guilabel:`Phone`: قائمة رقم الهاتف (مع رمز البلد). قم بإجراء مكالمة أو "
|
||||
"إرسال رسالة نصية قصيرة أو رسالة عبر تطبيق WhatsApp من خلال تمرير الماوس فوق "
|
||||
"الحقل الموجود في النموذج المحفوظ، والنقر فوق الخيار المطلوب. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:55
|
||||
msgid ""
|
||||
@@ -795,16 +819,21 @@ msgid ""
|
||||
"call, send an SMS, or WhatsApp message by hovering over the field on the "
|
||||
"saved form, and clicking on the desired option."
|
||||
msgstr ""
|
||||
":guilabel:`Mobile`: قائمة رقم الهاتف المحمول (مع رمز البلد). قم بإجراء "
|
||||
"مكالمة أو إرسال رسالة نصية قصيرة أو رسالة عبر تطبيق WhatsApp من خلال تمرير "
|
||||
"الماوس فوق الحقل الموجود في النموذج المحفوظ، والنقر فوق الخيار المطلوب. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:57
|
||||
msgid ":guilabel:`Email`: enter the email address with the domain."
|
||||
msgstr ""
|
||||
msgstr ":guilabel:`Email`: أدخل عنوان البريد الإلكتروني مع المجال. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:58
|
||||
msgid ""
|
||||
":guilabel:`Website`: enter the full website address, starting with `http` or"
|
||||
" `https`."
|
||||
msgstr ""
|
||||
":guilabel:`موقع الويب`: أدخل عنوان موقع الويب بالكامل، بدءًا من `http` أو "
|
||||
"`https`. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:59
|
||||
msgid ""
|
||||
@@ -812,6 +841,9 @@ msgid ""
|
||||
":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new"
|
||||
" one directly from this field."
|
||||
msgstr ""
|
||||
":guilabel:`Title`: حدد :guilabel:`Doctor`، :guilabel:`Madam`، "
|
||||
":guilabel:`Miss`، :guilabel:`Mister`، :guilabel:`Professor`، أو قم بإنشاء "
|
||||
"واحدة جديدة مباشرة من هذا الحقل. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:61
|
||||
msgid ""
|
||||
@@ -820,10 +852,14 @@ msgid ""
|
||||
"the new tag in the field, and click :guilabel:`Create` from the resulting "
|
||||
"drop-down menu."
|
||||
msgstr ""
|
||||
":guilabel:`العلامات`: أدخل العلامات التي تم تكوينها مسبقًا عن طريق كتابتها "
|
||||
"في الحقل، أو النقر فوق القائمة المنسدلة، واختيار واحدة. لإنشاء علامة جديدة، "
|
||||
"اكتب العلامة الجديدة في الحقل، ثم انقر فوق :guilabel:`Create` من القائمة "
|
||||
"المنسدلة الناتجة. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:66
|
||||
msgid "Contacts & Addresses tab"
|
||||
msgstr ""
|
||||
msgstr "علامة تبويب جهات الاتصال والعناوين "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:68
|
||||
msgid ""
|
||||
@@ -832,6 +868,10 @@ msgid ""
|
||||
"associated with a :guilabel:`Company` and related addresses. For example, a "
|
||||
"specific contact person for the company can be listed here."
|
||||
msgstr ""
|
||||
"يوجد في الجزء السفلي من نموذج الاتصال عدة علامات تبويب. في علامة التبويب "
|
||||
":guilabel:`جهات الاتصال والعناوين`، يمكن إضافة جهات الاتصال المرتبطة بـ "
|
||||
":guilabel:`الشركة` والعناوين ذات الصلة. على سبيل المثال، يمكن إدراج جهة "
|
||||
"اتصال محددة للشركة هنا. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:72
|
||||
msgid ""
|
||||
@@ -840,10 +880,14 @@ msgid ""
|
||||
":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create "
|
||||
"Contact` pop-up form, in which additional addresses can be configured."
|
||||
msgstr ""
|
||||
"يمكن إضافة عناوين متعددة على كل من جهات الاتصال :guilabel:`Individual` و "
|
||||
":guilabel:`Company`. للقيام بذلك، انقر فوق :guilabel:`إضافة` في علامة "
|
||||
"التبويب :guilabel:`جهات الاتصال والعناوين`. يؤدي القيام بذلك إلى ظهور نموذج "
|
||||
"منبثق :guilabel:`Create Contact`، حيث يمكن تكوين عناوين إضافية. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst-1
|
||||
msgid "Add a contact/address to the contact form."
|
||||
msgstr ""
|
||||
msgstr "أضف جهة اتصال/عنوانًا إلى نموذج الاتصال. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:80
|
||||
msgid ""
|
||||
@@ -851,6 +895,9 @@ msgid ""
|
||||
" :guilabel:`Other Address` field at the top to reveal a drop-down menu of "
|
||||
"address-related options."
|
||||
msgstr ""
|
||||
"في النموذج المنبثق :guilabel:`Create Contact`، ابدأ بالنقر فوق الحقل "
|
||||
"الافتراضي :guilabel:`عنوان آخر` في الجزء العلوي للكشف عن قائمة منسدلة "
|
||||
"بالخيارات المتعلقة بالعنوان. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:83
|
||||
msgid "Select any of the following options:"
|
||||
@@ -894,12 +941,17 @@ msgid ""
|
||||
"Once an option is selected, enter the corresponding contact information that"
|
||||
" should be used for the specified address type."
|
||||
msgstr ""
|
||||
"بمجرد تحديد أحد الخيارات، أدخل معلومات الاتصال المقابلة التي يجب استخدامها "
|
||||
"لنوع العنوان المحدد. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:98
|
||||
msgid ""
|
||||
"Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, "
|
||||
"along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below."
|
||||
msgstr ""
|
||||
"أضف :guilabel:`اسم جهة الاتصال`، :guilabel:`العنوان`، :guilabel:`البريد "
|
||||
"الإلكتروني`، بالإضافة إلى أرقام :guilabel:`الهاتف` و/أو :guilabel:`الجوال` "
|
||||
"أدناه. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:101
|
||||
msgid ""
|
||||
@@ -907,12 +959,16 @@ msgid ""
|
||||
"address type has been selected. This is similar to the "
|
||||
":guilabel:`Individual` contact."
|
||||
msgstr ""
|
||||
"قم بتعيين :guilabel:`Job Position`، الذي يظهر إذا تم تحديد نوع عنوان "
|
||||
":guilabel:`Contact`. وهذا مشابه لجهة الاتصال :guilabel:`الفردية`. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:104
|
||||
msgid ""
|
||||
"To add a note, click on the text field next to :guilabel:`Notes`, and write "
|
||||
"anything that is applicable to the customer or contact."
|
||||
msgstr ""
|
||||
"لإضافة ملاحظة، انقر فوق حقل النص بجوار :guilabel:`Notes`، واكتب أي شيء ينطبق"
|
||||
" على العميل أو جهة الاتصال. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:107
|
||||
msgid ""
|
||||
@@ -920,16 +976,21 @@ msgid ""
|
||||
":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save "
|
||||
"the address, and immediately input another one."
|
||||
msgstr ""
|
||||
"ثم انقر فوق :guilabel:`حفظ وإغلاق` لحفظ العنوان، وأغلق نافذة "
|
||||
":guilabel:`إنشاء جهة اتصال`. أو انقر فوق :guilabel:`Save & New` لحفظ "
|
||||
"العنوان، وإدخال عنوان آخر على الفور. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:111
|
||||
msgid "Sales & Purchase tab"
|
||||
msgstr ""
|
||||
msgstr "علامة تبويب المبيعات والمشتريات "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:113
|
||||
msgid ""
|
||||
"Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the "
|
||||
"*Sales*, *Purchase*, **or** *Point of Sale* applications are installed."
|
||||
msgstr ""
|
||||
"بعد ذلك، هي علامة التبويب :guilabel: `المبيعات والمشتريات`، والتي تظهر فقط "
|
||||
"عند تثبيت تطبيقات *Sales* أو *Purchase* أو **أو** *Point of Sale*. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:116
|
||||
msgid ""
|
||||
@@ -937,6 +998,8 @@ msgid ""
|
||||
"Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down "
|
||||
"menu."
|
||||
msgstr ""
|
||||
"يمكن تعيين :guilabel:`المركز المالي` في علامة التبويب :guilabel:`المبيعات "
|
||||
"والمشتريات`. حدد :guilabel:`الوضع المالي` من القائمة المنسدلة. "
|
||||
|
||||
#: ../../content/applications/essentials/contacts.rst:120
|
||||
msgid "Sales section"
|
||||
|
||||
@@ -4609,7 +4609,7 @@ msgstr ""
|
||||
#: ../../content/applications/hr/fleet/new_vehicle.rst:158
|
||||
#: ../../content/applications/hr/fleet/service.rst:173
|
||||
msgid "Contacts & Addresses tab"
|
||||
msgstr ""
|
||||
msgstr "علامة تبويب جهات الاتصال والعناوين "
|
||||
|
||||
#: ../../content/applications/hr/fleet/new_vehicle.rst:160
|
||||
msgid ""
|
||||
@@ -4710,7 +4710,7 @@ msgstr ""
|
||||
#: ../../content/applications/hr/fleet/new_vehicle.rst:210
|
||||
#: ../../content/applications/hr/fleet/service.rst:224
|
||||
msgid "Sales & Purchase tab"
|
||||
msgstr ""
|
||||
msgstr "علامة تبويب المبيعات والمشتريات "
|
||||
|
||||
#: ../../content/applications/hr/fleet/new_vehicle.rst:212
|
||||
msgid ""
|
||||
|
||||
@@ -27721,7 +27721,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor.rst:5
|
||||
msgid "Shop Floor"
|
||||
msgstr "طابق المحل "
|
||||
msgstr "شاشة التصنيع "
|
||||
|
||||
#: ../../content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst:3
|
||||
msgid "Shop Floor overview"
|
||||
@@ -32929,7 +32929,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/inventory_and_mrp/plm/management.rst:3
|
||||
msgid "Project management"
|
||||
msgstr ""
|
||||
msgstr "إدارة المشاريع "
|
||||
|
||||
#: ../../content/applications/inventory_and_mrp/plm/management/approvals.rst:3
|
||||
msgid "Approvals"
|
||||
|
||||
@@ -8102,7 +8102,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/productivity/to_do.rst:61
|
||||
msgid "Scheduling activities"
|
||||
msgstr ""
|
||||
msgstr "جدولة الأنشطة "
|
||||
|
||||
#: ../../content/applications/productivity/to_do.rst:63
|
||||
msgid ""
|
||||
|
||||
@@ -40,18 +40,24 @@ msgid ""
|
||||
"the pipeline and manage your day-to-day activities with meetings and next "
|
||||
"activities."
|
||||
msgstr ""
|
||||
"يساعدك **تطبيق إدارة علاقات العملاء لدى أودو** على تنظيم أنشطة المبيعات "
|
||||
"الخاصة بك: تتبع العملاء المهتمين وإغلاق الفرص والحصول على توقعات دقيقة. حافظ"
|
||||
" على تنظيم الفرص من خلال مخطط سير العمل وأدر أنشطتك اليومية من خلال "
|
||||
"الاجتماعات والأنشطة التالية. "
|
||||
|
||||
#: ../../content/applications/sales/crm.rst:15
|
||||
msgid "`Odoo Tutorials: CRM <https://www.odoo.com/slides/crm-16>`_"
|
||||
msgstr ""
|
||||
"`دروس أودو التعليمية: إدارة علاقات العملاء "
|
||||
"<https://www.odoo.com/slides/crm-16>`_ "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads.rst:5
|
||||
msgid "Acquire leads"
|
||||
msgstr ""
|
||||
msgstr "استقطاب العملاء المهتمين "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:3
|
||||
msgid "Convert leads into opportunities"
|
||||
msgstr ""
|
||||
msgstr "تحويل العملاء المهتمين إلى فرص "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:5
|
||||
msgid ""
|
||||
@@ -105,10 +111,13 @@ msgid ""
|
||||
"Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. "
|
||||
"Then, click :guilabel:`Save`."
|
||||
msgstr ""
|
||||
"لتفعيل إعداد *العملاء المهتمين*، اذهب إلى :menuselection:`تطبيق إدارة علاقات"
|
||||
" العملاء --> التهيئة --> الإعدادات` وقم بتحديد المربع المسمى "
|
||||
":guilabel:`العملاء المهتمين`. ثم اضغط على :guilabel:`حفظ`. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
|
||||
msgid "Leads setting on CRM configuration page."
|
||||
msgstr ""
|
||||
msgstr "إعداد العملاء المهتمين في صفحة تهيئة تطبيق إدارة علاقات العملاء. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:18
|
||||
msgid ""
|
||||
@@ -119,7 +128,7 @@ msgstr ""
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
|
||||
msgid "Leads menu on CRM application."
|
||||
msgstr ""
|
||||
msgstr "قائمة العملاء المهتمين في تطبيق إدارة علاقات العملاء. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:25
|
||||
msgid ""
|
||||
@@ -133,7 +142,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:36
|
||||
msgid "Convert a lead into an opportunity"
|
||||
msgstr ""
|
||||
msgstr "تحويل العميل المهتم إلى فرصة "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38
|
||||
msgid ""
|
||||
@@ -161,7 +170,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
|
||||
msgid "Create opportunity button on a lead record."
|
||||
msgstr ""
|
||||
msgstr "زر إنشاء فرصة على سجل العميل المهتم. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:56
|
||||
msgid ""
|
||||
@@ -187,6 +196,10 @@ msgid ""
|
||||
"the resulting record is referred to as an opportunity, regardless of which "
|
||||
"record was created first."
|
||||
msgstr ""
|
||||
"عند الدمج، يمنح Odoo الأولوية للعميل المتوقع/الفرصة التي تم إنشاؤها في "
|
||||
"النظام أولاً، ويدمج المعلومات في العميل المحتمل/الفرصة التي تم إنشاؤها لأول "
|
||||
"مرة. ومع ذلك، إذا تم دمج عميل متوقع وفرصة، تتم الإشارة إلى السجل الناتج على "
|
||||
"أنه فرصة، بغض النظر عن السجل الذي تم إنشاؤه أولاً. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:69
|
||||
msgid ""
|
||||
@@ -202,15 +215,17 @@ msgid ""
|
||||
"If the lead has already been assigned to a salesperson or a team, these "
|
||||
"fields automatically populate with that information."
|
||||
msgstr ""
|
||||
"إذا تم بالفعل تعيين العميل المتوقع إلى مندوب مبيعات أو فريق، فسيتم تعبئة هذه"
|
||||
" الحقول تلقائيًا بهذه المعلومات. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst-1
|
||||
msgid "Create opportunity pop-up."
|
||||
msgstr ""
|
||||
msgstr "إنشاء نافذة منبثقة للفرصة. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:81
|
||||
msgid ""
|
||||
"Under the :guilabel:`Customer` heading, choose from the following options:"
|
||||
msgstr ""
|
||||
msgstr "ضمن عنوان :guilabel:`Customer`، اختر من بين الخيارات التالية: "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:83
|
||||
msgid ""
|
||||
@@ -235,7 +250,7 @@ msgstr ""
|
||||
msgid ""
|
||||
"Lastly, when all configurations are complete, click :guilabel:`Create "
|
||||
"Opportunity`."
|
||||
msgstr ""
|
||||
msgstr "وأخيرًا، عند اكتمال كافة التكوينات، انقر فوق :guilabel:`إنشاء فرصة`. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/convert.rst:92
|
||||
msgid ""
|
||||
@@ -270,7 +285,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:17
|
||||
msgid "Configure email aliases"
|
||||
msgstr ""
|
||||
msgstr "تهيئة ألقاب البريد الإلكتروني "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:19
|
||||
msgid ""
|
||||
@@ -476,7 +491,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3
|
||||
msgid "Lead mining"
|
||||
msgstr ""
|
||||
msgstr "استقطاب العملاء المهتمين "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8
|
||||
msgid ""
|
||||
@@ -496,10 +511,12 @@ msgstr ""
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||||
msgid "Activate lead mining in Odoo CRM settings."
|
||||
msgstr ""
|
||||
"قم بتفعيل خاصية استقطاب العملاء المهتمين في تطبيق إدارة علاقات العملاء لدى "
|
||||
"أودو. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:23
|
||||
msgid "Generate leads"
|
||||
msgstr ""
|
||||
msgstr "إنشاء العملاء المهتمين "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:25
|
||||
msgid ""
|
||||
@@ -518,7 +535,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||||
msgid "The Generate Leads button to use the lead mining feature."
|
||||
msgstr ""
|
||||
msgstr "زر إنشاء العملاء المهتمين لاستخدام خاصية استقطاب العملاء المهتمين. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:37
|
||||
msgid ""
|
||||
@@ -531,6 +548,8 @@ msgid ""
|
||||
"The pop-up window with the selection criteria in order to generate leads in "
|
||||
"Odoo."
|
||||
msgstr ""
|
||||
"النافذة المنبثقة التي تحتوي على فئات الخيارات التي يتم على أساسها إنشاء "
|
||||
"العملاء المهتمين في أودو. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44
|
||||
msgid ""
|
||||
@@ -675,7 +694,7 @@ msgstr ""
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
|
||||
msgid "Buy credits in the Odoo IAP settings."
|
||||
msgstr ""
|
||||
msgstr "قم بشراء الرصيد في إعدادات عمليات الشراء داخل التطبيق في أودو. "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:112
|
||||
msgid ""
|
||||
@@ -956,7 +975,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9
|
||||
msgid "Create a new quotation"
|
||||
msgstr ""
|
||||
msgstr "إنشاء عرض سعر جديد "
|
||||
|
||||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:11
|
||||
msgid ""
|
||||
@@ -1336,7 +1355,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize.rst:5
|
||||
msgid "Optimize your Day-to-Day work"
|
||||
msgstr ""
|
||||
msgstr "قم بتحسين أعمالك اليومية "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/gamification.rst:3
|
||||
msgid "CRM Gamification"
|
||||
@@ -1479,7 +1498,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/gamification.rst:87
|
||||
msgid "Create a challenge"
|
||||
msgstr ""
|
||||
msgstr "إنشاء تحدي "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/gamification.rst:89
|
||||
msgid ""
|
||||
@@ -1621,7 +1640,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3
|
||||
msgid "Lead enrichment"
|
||||
msgstr ""
|
||||
msgstr "إثراء العملاء المهتمين "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5
|
||||
msgid ""
|
||||
@@ -1630,6 +1649,10 @@ msgid ""
|
||||
" requires credits to use, and is available for existing leads in an Odoo "
|
||||
"database."
|
||||
msgstr ""
|
||||
"*إثراء العملاء المهتمين* هي عبارة عن خدمة توفر معلومات العمل الخاصة بجهة "
|
||||
"اتصال مرتبطة بالعميل المهتم. إثراء العملاء المهتمين هي عملية شراء داخل "
|
||||
"التطبيق (IAP) تتطلب أرصدة لاستخدامها، وهي متاحة للعملاء المهتمين الحاليين في"
|
||||
" قاعدة بيانات أودو. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9
|
||||
msgid ""
|
||||
@@ -1640,6 +1663,12 @@ msgid ""
|
||||
":guilabel:`Estimated revenue`, :guilabel:`Phone` number, "
|
||||
":guilabel:`Timezone`, and :guilabel:`Technologies Used`."
|
||||
msgstr ""
|
||||
"يمكن أن تتضمن المعلومات المقدمة من خلال إثراء العملاء المهتمين معلومات عامة "
|
||||
"عن الشركة (كاسم الشركة بالكامل وشعارها)، وحسابات وسائل التواصل الاجتماعي، "
|
||||
":guilabel:`نوع الشركة`، :guilabel:`معلومات التأسيس`، :guilabel:`معلومات "
|
||||
"القطاعات`، عدد :guilabel:`الموظفين`، :guilabel:`الإيرادات المقدرة`، "
|
||||
":guilabel:`رقم الهاتف`، :guilabel:`المنطقة الزمنية`، و :guilabel:`التقنيات "
|
||||
"المستخدمة`. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16
|
||||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78
|
||||
@@ -1649,6 +1678,11 @@ msgid ""
|
||||
"credits for the database. This includes demo/training databases, educational"
|
||||
" databases, and one-app-free databases."
|
||||
msgstr ""
|
||||
"يحصل مستخدمو إصدار أودو للمؤسسات الذين لديهم اشتراك سارٍ على رصيد مجاني "
|
||||
"لاختبار خصائص :abbr:`IAP (عمليات الشراء داخل التطبيق)` قبل اتخاذ قرار بشراء "
|
||||
"شراء المزيد من الأرصدة لقاعدة البيانات. يتضمن ذلك قواعد البيانات "
|
||||
"التجريبية/التدريبية، وقواعد البيانات التعليمية، وقواعد البيانات المجانية ذات"
|
||||
" التطبيق الواحد. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21
|
||||
msgid ""
|
||||
@@ -1658,10 +1692,16 @@ msgid ""
|
||||
":guilabel:`CRM` section activate the :guilabel:`Leads` option and click "
|
||||
":guilabel:`Save`."
|
||||
msgstr ""
|
||||
"**يجب** أن يتم تفعيل خاصية *العملاء المهتمين* في صفحة إعدادات *إدارة علاقات "
|
||||
"العملاء* حتى تتمكن من استخدام خاصية إثراء العملاء المهتمين. للوصول إلى "
|
||||
"إعدادات *إدارة علاقات العملاء*، قم بالذهاب إلى :menuselection:`تطبيق إدارة "
|
||||
"علاقات العملاء --> التهيئة --> الإعدادات`. تحت قسم :guilabel:`إدارة علاقات "
|
||||
"العملاء`، قم بتفعيل خيار :guilabel:`العملاء المهتمين` ثم اضغط على "
|
||||
":guilabel:`حفظ`. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27
|
||||
msgid "Lead enrichment set up"
|
||||
msgstr ""
|
||||
msgstr "إعدادات إثراء العملاء المهتمين "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29
|
||||
msgid ""
|
||||
@@ -1672,16 +1712,24 @@ msgid ""
|
||||
"demand only` or :guilabel:`Enrich all leads automatically`. Click the "
|
||||
":guilabel:`Save` button to activate the changes."
|
||||
msgstr ""
|
||||
"لإعداد خاصية إثراء العملاء المهتمين في تطبيق *إدارة علاقات العملاء*، اذهب "
|
||||
"إلى :menuselection:`تطبيق إدارة علاقات العملاء --> التهيئة --> الإعدادات`. "
|
||||
"بعد ذلك، ضمن قسم :guilabel:`إنشاء العملاء المهتمين`، قم بتحديد مربع الاختيار"
|
||||
" بجوار :guilabel:`إثراء العملاء المهتمين`، وحدد إما :guilabel:`إثراء العملاء"
|
||||
" المهتمين عند الطلب فقط` أو :guilabel:`إثراء كافة العملاء المهتمين "
|
||||
"تلقائياً`. قم بالضغط على :guilabel:`حفظ` لتفعيل التغييرات. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1
|
||||
msgid ""
|
||||
"CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n"
|
||||
"leads on demand only chosen."
|
||||
msgstr ""
|
||||
"صفحة إعدادات إنشاء عملاء مهتمين لإدارة علاقات العملاء، مع التركيز على تفعيل خاصية إثراء العملاء المهتمين وتحديد\n"
|
||||
"خيار إثراء العملاء المهتمين عند الطلب فقط. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41
|
||||
msgid "Enrich leads"
|
||||
msgstr ""
|
||||
msgstr "إثراء العملاء المهتمين "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43
|
||||
msgid ""
|
||||
@@ -1689,10 +1737,13 @@ msgid ""
|
||||
"customer set on the lead. There are two different ways that a lead can be "
|
||||
"enriched: *automatically* or *manually*."
|
||||
msgstr ""
|
||||
"يعتمد إثراء العملاء المهتمين على نطاق عنوان البريد الإلكتروني الخاص بالعميل "
|
||||
"الذي تم تعيينه للعميل المهتم. توجد طريقتان مختلفتان يمكن من خلالهما إثراء "
|
||||
"العميل المهتم: *تلقائياً* أو *يدوياً*. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47
|
||||
msgid "Automatically enrich leads"
|
||||
msgstr ""
|
||||
msgstr "إثراء العملاء المهتمين تلقائياً "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49
|
||||
msgid ""
|
||||
@@ -1702,6 +1753,11 @@ msgid ""
|
||||
"sixty minutes, and enrichment occurs on leads, after a remote database is "
|
||||
"contacted."
|
||||
msgstr ""
|
||||
"أثناء الإعداد، إذا تم تحديد خيار :guilabel:`إثراء كافة العملاء المهتمين "
|
||||
"تلقائياً` في صفحة :guilabel:`إعدادات` *إدارة علاقات العملاء*، فلن يضطر "
|
||||
"المستخدم إلى اتخاذ أي إجراء لإثراء العميل المهتم. يتم تشغيل الإجراء المجدول "
|
||||
"تلقائياً، كل 60 دقيقة، ويتم إثراء العملاء المهتمين بعد الاتصال بقاعدة بيانات"
|
||||
" عن بُعد. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55
|
||||
msgid ""
|
||||
@@ -1713,20 +1769,29 @@ msgid ""
|
||||
"necessary adjustments. In the :guilabel:`Execute Every` field, enter a value"
|
||||
" greater than, or equal to, five minutes."
|
||||
msgstr ""
|
||||
"للوصول إلى cron الذي يتم تشغيله لإثراء العملاء المهتميت تلقائياً، قم بتفعيل "
|
||||
":ref:`وضع المطوِّر <developer-mode>`، ثم انتقل إلى :menuselection:`تطبيق "
|
||||
"الإعدادات --> القائمة الفنية --> قسم الأتمتة --> الإجراءات المجدولة`. في "
|
||||
"شريط :guilabel:`البحث...`، قم بكتابة `إدارة علاقات العملاء`. اضغط على "
|
||||
"النتيجة المسماة :guilabel:`إدارة علاقات العملاء: إثراء العملاء المهتمين "
|
||||
"(IAP)`، وأجرِ أي تعديلات لازمة. في حقل :guilabel:`تنفيذ كل`، أدخل قيمة أكبر "
|
||||
"من أو تساوي خمس دقائق. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62
|
||||
msgid ""
|
||||
"The following is an example of lead enrichment data that has been "
|
||||
"autocompleted successfully:"
|
||||
msgstr ""
|
||||
"فيما يلي مثال على بيانات إثراء العملاء المهتمين التي تم إكمالها تلقائياً "
|
||||
"بنجاح: "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0
|
||||
msgid "Chatter showing lead enrichment data."
|
||||
msgstr ""
|
||||
msgstr "نافذة الدردشة تُظهِر بيانات عملية إثراء العملاء المهتمين. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69
|
||||
msgid "Manually enrich leads"
|
||||
msgstr ""
|
||||
msgstr "إثراء العملاء المهتمين يدوياً "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71
|
||||
msgid ""
|
||||
@@ -1736,6 +1801,11 @@ msgid ""
|
||||
"enriched. This is achieved by clicking the :guilabel:`Enrich` button in the "
|
||||
"top menu of the lead."
|
||||
msgstr ""
|
||||
"إذا تم تحديد خيار :guilabel:`إثراء العملاء المهتمين عند الطلب فقط` في صفحة "
|
||||
":guilabel:`إعدادات` *إدارة علاقات العملاء*، عند تفعيل خيار :guilabel:`إثراء "
|
||||
"العملاء المهتمين`، فإن كل عميل مهتم يرغب المستخدم في إثرائه **يجب** أن يتم "
|
||||
"إثراؤه يدوياً. يتم تحقيق ذلك عن طريق الضغط على زر :guilabel:`إثراء` الموجود "
|
||||
"في القائمة العلوية للعميل المهتم. "
|
||||
|
||||
#: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76
|
||||
msgid ""
|
||||
@@ -4947,6 +5017,8 @@ msgid ""
|
||||
"opportunity is logged in the chatter, and the information fields, for "
|
||||
"reference."
|
||||
msgstr ""
|
||||
"عند دمج الفرص، لا يتم فقدان أي معلومات. يتم تسجيل البيانات من الفرصة الأخرى "
|
||||
"في الدردشة وحقول المعلومات للرجوع إليها. "
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15
|
||||
msgid "Identify similar leads and opportunities"
|
||||
@@ -5012,6 +5084,9 @@ msgid ""
|
||||
"their related information. To merge those selected leads/opportunities, "
|
||||
"click :guilabel:`Merge`."
|
||||
msgstr ""
|
||||
"أسفل هذه الحقول، يتم إدراج العملاء المتوقعين/الفرص المراد دمجها، بالإضافة "
|
||||
"إلى المعلومات ذات الصلة بهم. لدمج هؤلاء العملاء المتوقعين/الفرص المحددة، "
|
||||
"انقر فوق :guilabel:`Merge`. "
|
||||
|
||||
#: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1
|
||||
msgid ""
|
||||
@@ -19503,7 +19578,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
|
||||
msgid "Add a contact/address to the contact form."
|
||||
msgstr ""
|
||||
msgstr "أضف جهة اتصال/عنوانًا إلى نموذج الاتصال. "
|
||||
|
||||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:38
|
||||
msgid ""
|
||||
|
||||
@@ -4498,13 +4498,15 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/services/helpdesk/overview/sla.rst:230
|
||||
msgid ":ref:`Reporting views <reporting/views>`"
|
||||
msgstr ""
|
||||
msgstr ":ref:`نوافذ عرض التقارير <reporting/views>` "
|
||||
|
||||
#: ../../content/applications/services/helpdesk/overview/sla.rst:231
|
||||
msgid ""
|
||||
":doc:`Allow customers to close their tickets "
|
||||
"</applications/services/helpdesk/advanced/close_tickets>`"
|
||||
msgstr ""
|
||||
":doc:`السماح للعملاء بإغلاق تذاكرهم الخاصة بأنفسهم "
|
||||
"</applications/services/helpdesk/advanced/close_tickets>` "
|
||||
|
||||
#: ../../content/applications/services/planning.rst:5
|
||||
msgid "Planning"
|
||||
@@ -5146,6 +5148,8 @@ msgid ""
|
||||
"assign activities to coworkers, and keep track of each project's "
|
||||
"profitability."
|
||||
msgstr ""
|
||||
"تطبيق المشاريع لدى أودو هو أداة لإدارة مشاريعك الجارية، مثل جدولة المهام، "
|
||||
"وإسناد الأنشطة إلى زملاء العمل، وتتبع ربحية كل مشروع. "
|
||||
|
||||
#: ../../content/applications/services/project.rst:14
|
||||
#: ../../content/applications/services/timesheets.rst:11
|
||||
@@ -5153,10 +5157,12 @@ msgid ""
|
||||
"`Odoo Tutorials: Project and Timesheets "
|
||||
"<https://www.odoo.com/slides/project-and-timesheets-21>`_"
|
||||
msgstr ""
|
||||
"`دروس أودو التعليمية: المشاريع والجداول الزمنية "
|
||||
"<https://www.odoo.com/slides/project-and-timesheets-21>`_ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:3
|
||||
msgid "Project management"
|
||||
msgstr ""
|
||||
msgstr "إدارة المشاريع "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:5
|
||||
msgid ""
|
||||
@@ -5164,6 +5170,9 @@ msgid ""
|
||||
"projects are broken down into tasks, which are categorized on a whiteboard "
|
||||
"according to what production phase they are in."
|
||||
msgstr ""
|
||||
"يستخدم تطبيق المشاريع لدى أودو نظام **كانبان** لإدارة المشاريع. هذا يعني أن "
|
||||
"كافة المشاريع مقسمة إلى مهام أصغر، والتي يتم تصنيفها على السبورة البيضاء "
|
||||
"وفقاً لمرحلة الإنتاج التي تمر بها. "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:8
|
||||
msgid "Did you know?"
|
||||
@@ -5174,12 +5183,16 @@ msgid ""
|
||||
"The word **Kanban** comes from Japanese and refers to the \"visual board\" "
|
||||
"management method."
|
||||
msgstr ""
|
||||
"كلمة **كانبان** تأتي من اللغة اليابانية وتشير إلى طريقة إدارة \"اللوحة "
|
||||
"المرئية\". "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:13
|
||||
msgid ""
|
||||
"`Odoo Tutorials: Kanban Project Management "
|
||||
"<https://www.odoo.com/slides/slide/kanban-project-management-1664>`_"
|
||||
msgstr ""
|
||||
"`دروس أودو التعليمية: إدارة المشاريع على نافذة عرض كانبان "
|
||||
"<https://www.odoo.com/slides/slide/kanban-project-management-1664>`_ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:19
|
||||
msgid ""
|
||||
@@ -5187,20 +5200,24 @@ msgid ""
|
||||
"project. Enter a :guilabel:`Name` for your project and click "
|
||||
":guilabel:`Create Project`."
|
||||
msgstr ""
|
||||
"افتح تطبيق **المشاريع** ثم اضغط على :guilabel:`إنشاء` لبدء مشروع جديد. قم "
|
||||
"بإدخال :guilabel:`اسم` لمشروعك ثم اضغط على :guilabel:`إنشاء مشروع`. "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:22
|
||||
msgid ""
|
||||
"You can customize your existing **projects** from the dashboard by clicking "
|
||||
"the drop-down toggle button (:guilabel:`⋮`) on your project's **card**."
|
||||
msgstr ""
|
||||
"يمكنك تخصيص **مشاريعك** الموجودة بالفعل من لوحة البيانات عن طريق الضغط على "
|
||||
"زر التبديل المنسدل (:guilabel:`⋮`) الموجود على **بطاقة** مشروعك. "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst-1
|
||||
msgid "Project card"
|
||||
msgstr ""
|
||||
msgstr "بطاقة المشروع "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:29
|
||||
msgid "This enables a new menu divided into four parts:"
|
||||
msgstr ""
|
||||
msgstr "يؤدي ذلك إلى تمكين قائمة جديدة مقسمة إلى أربعة أجزاء: "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:31
|
||||
msgid ""
|
||||
@@ -5210,80 +5227,96 @@ msgid ""
|
||||
"such as :guilabel:`Documents`. All uploaded files can be found under this "
|
||||
"menu, as well as in the **Documents** app, under :guilabel:`Projects`;"
|
||||
msgstr ""
|
||||
":guilabel:`نافذة العرض`: ألقِ نظرة عامة على مكونات مشروعك، مثل "
|
||||
":guilabel:`المهام`، و :guilabel:`مؤشرات التقدم الرئيسية`، و "
|
||||
":guilabel:`تحديثات المشروع`. بناءً على التطبيقات التي قمت بتنشيطها، قد تتوفر"
|
||||
" المزيد من الخيارات، مثل :guilabel:`المستندات`. ستجد كافة الملفات التي تم "
|
||||
"تحميلها ضمن هذه القائمة، وكذلك في تطبيق **المستندات**، ضمن "
|
||||
":guilabel:`المشاريع`؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:35
|
||||
msgid ""
|
||||
":guilabel:`Reporting`: analyze your project's progress and profitability "
|
||||
"through graphics and statistics;"
|
||||
msgstr ""
|
||||
":guilabel:`التقارير`: قم بتحليل مستوى تقدم مشروعك وربحيته من خلال الرسومات "
|
||||
"والإحصائيات؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:37
|
||||
msgid ""
|
||||
"**Color**: make a line of color appear on the left side of the card so that "
|
||||
"your project is more recognizable;"
|
||||
msgstr ""
|
||||
"**اللون**: اجعل خطاً من الألوان يظهر على الجانب الأيسر من البطاقة حتى يسهل "
|
||||
"التعرف على مشروعك؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:39
|
||||
msgid ":guilabel:`Settings`: you can change the following:"
|
||||
msgstr ""
|
||||
msgstr ":guilabel:`الإعدادات`: يمكنك تغيير التالي: "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:41
|
||||
msgid "the :guilabel:`Name` of the project;"
|
||||
msgstr ""
|
||||
msgstr ":guilabel:`اسم` المشروع؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:42
|
||||
msgid "the :guilabel:`Name of the tasks` found under that project;"
|
||||
msgstr ""
|
||||
msgstr ":guilabel:`أسماء المهام` موجودة أسفل ذلك المشروع؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:43
|
||||
msgid "the :guilabel:`Customer` for whom the project is intended;"
|
||||
msgstr ""
|
||||
msgstr ":guilabel:`العميل` الشخص الذي يتم إنجاز المشؤوع من أجله؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:44
|
||||
msgid "the :guilabel:`Tags` used for filtering;"
|
||||
msgstr ""
|
||||
msgstr ":guilabel:`علامات التصنيف` المستخدَمة للتصفية؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:45
|
||||
msgid "the :guilabel:`Company` responsible for the project;"
|
||||
msgstr ""
|
||||
msgstr ":guilabel:`الشركة` مسؤولة عن تنفيذ المشروع؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:46
|
||||
msgid "the employee designated as :guilabel:`Project Manager`;"
|
||||
msgstr ""
|
||||
msgstr "الموظف المعيّن كـ :guilabel:`مدير المشروع`؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:47
|
||||
msgid "the :guilabel:`Planned Date` of the project;"
|
||||
msgstr ""
|
||||
msgstr ":guilabel:`التاريخ المخطط له` لإنجاز المشروع؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:48
|
||||
msgid "the total :guilabel:`Allocated Hours` for that project."
|
||||
msgstr ""
|
||||
msgstr "إجمالي :guilabel:`الساعات المخصصة` لذلك المشروع. "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:50
|
||||
msgid ""
|
||||
"Additionally, you can mark the project as :guilabel:`Favorite`, allowing you"
|
||||
" to find it using the :guilabel:`My Favorites` filter on the Kanban view;"
|
||||
msgstr ""
|
||||
"إضافة إلى ذلك، يمكنك وضع علامة على المشروع على أنه :guilabel:`مفضل`، مما "
|
||||
"يتيح لك العثور عليه باستخدام فلتر :guilabel:`المفضلة` في نافذة عرض كانبان؛ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst-1
|
||||
msgid "Project settings"
|
||||
msgstr ""
|
||||
msgstr "إعدادات المشروع "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:58
|
||||
msgid ""
|
||||
"`Odoo Tutorials: Customize projects "
|
||||
"<https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1>`_"
|
||||
msgstr ""
|
||||
"`دروس أودو التعليمية : تخصيص المشاريع "
|
||||
"<https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1>`_ "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:61
|
||||
msgid ""
|
||||
"Further settings are available under the :guilabel:`Settings` tab. Most of "
|
||||
"them are *only* available depending on the activated apps."
|
||||
msgstr ""
|
||||
"تتوفر المزيد من الإعدادات تحت علامة تبويب :guilabel:`الإعدادات`. معظمها متاح"
|
||||
" *فقط* بناءً على التطبيقات التي تم تفعيلها. "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:65
|
||||
msgid "Scheduling activities"
|
||||
msgstr ""
|
||||
msgstr "جدولة الأنشطة "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:67
|
||||
msgid ""
|
||||
@@ -5296,12 +5329,22 @@ msgid ""
|
||||
"According to the :guilabel:`Activity Type`, you may have **additional "
|
||||
"options** available."
|
||||
msgstr ""
|
||||
"يمكنك جدولة **الأنشطة** لكل مشروع (مثل :guilabel:`مكالمة`، "
|
||||
":guilabel:`اجتماع`، وما إلى ذلك)، من خلال الضغط على أيقونة **الساعة** "
|
||||
"الموجودة في المشروع. يؤدي القيام بذلك إلى فتح قائمة بالأنشطة التي تمت "
|
||||
"جدولتها بالفعل ويتيح لك التخطيط للأنشطة **الجديدة** عن طريق الضغط على "
|
||||
":guilabel:`+ جدولة نشاط`. قم بتحديد :guilabel:`نوع النشاط` من النافذة "
|
||||
"المنبثقة ثم أدخِل :guilabel:`ملخص` هذا النشاط و :guilabel:`تاريخ الاستحقاق`،"
|
||||
" وقم بإسناده إلى موظف. وفقاً لـ :guilabel:`نوع النشاط`، قد تكون لديك "
|
||||
"**خيارات إضافية** متاحة. "
|
||||
|
||||
#: ../../content/applications/services/project/project_management.rst:75
|
||||
msgid ""
|
||||
"If an activity is **already** scheduled, the icon may change to a **phone**,"
|
||||
" **group of people**, or other."
|
||||
msgstr ""
|
||||
"إذا تمت جدولة النشاط **بالفعل**، فقد تتغير الأيقونة إلى **هاتف** أو **مجموعة"
|
||||
" من الأشخاص** أو غير ذلك. "
|
||||
|
||||
#: ../../content/applications/services/project/tasks.rst:5
|
||||
msgid "Tasks"
|
||||
@@ -5309,7 +5352,7 @@ msgstr "المهام"
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst:3
|
||||
msgid "Create Project's Tasks from an Email Alias"
|
||||
msgstr ""
|
||||
msgstr "قم بإنشاء مهام المشروع من لقب البريد الإلكتروني "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst:5
|
||||
msgid ""
|
||||
@@ -5319,16 +5362,21 @@ msgid ""
|
||||
"structured work. It automatically creates a task in the first stage of a "
|
||||
"project."
|
||||
msgstr ""
|
||||
"عندما يكون لديك بالفعل عنوان بريد إلكتروني ييتذكره العملاء بسهولة، فليس من "
|
||||
"الجيد تغييره. عوضاً عن ذلك، قم بربط هذا العنوان بمشروعك وتحويل تلك المحادثات"
|
||||
" إلى عمل منظم. يقوم تلقائياً بإنشاء مهمة في المرحلة الأولى من المشروع. "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst:11
|
||||
msgid "Set up an incoming email server"
|
||||
msgstr ""
|
||||
msgstr "إعداد خادم البريد الوارد "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst:14
|
||||
msgid ""
|
||||
"On the *Settings* application, enable *External Email Servers* and define "
|
||||
"the incoming email alias you would like to use."
|
||||
msgstr ""
|
||||
"في تطبيق *الإعدادات*، قم بتمكين *خوادم البريد الإلكتروني الخارجية* وحدد لقب "
|
||||
"البريد الإلكتروني الوارد الذي ترغب في استخدامه. "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst:15
|
||||
msgid ""
|
||||
@@ -5340,7 +5388,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst:18
|
||||
msgid "Configure the email alias in your project"
|
||||
msgstr ""
|
||||
msgstr "قم بتهيئة لقب البريد الإلكتروني في مشروعك "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst:22
|
||||
msgid ""
|
||||
@@ -5349,34 +5397,44 @@ msgid ""
|
||||
"*Emails* tab, define the wanted email alias and choose the policy to receive"
|
||||
" a message."
|
||||
msgstr ""
|
||||
"الآن بعد أن قمت بإعداد خادم البريد الإلكتروني الوارد، اذهب إلى "
|
||||
":menuselection:`المشروع --> التهيئة --> المشاريع --> تحرير`. ضمن علامة تبويب"
|
||||
" *رسائل البريد الإلكتروني*، قم بتحدبد لقب البريد الإلكتروني المطلوب واختر "
|
||||
"السياسة لتلقي الرسالة. "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst:23
|
||||
msgid "In addition, you can now directly set it when creating a new project."
|
||||
msgstr ""
|
||||
msgstr "إضافة إلى ذلك، يمكنك الآن ضبطه مباشرة عند إنشاء مشروع جديد. "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst-1
|
||||
msgid ""
|
||||
"In the settings of your project, define the emails alias under the tab email"
|
||||
" in Odoo Project"
|
||||
msgstr ""
|
||||
"في إعدادات مشروعك، قم بتحديد اللقب لرسائل البريد الإلكتروني تحت علامة تبويب "
|
||||
"البريد الإلكتروني، في تطبيق المشاريع لدى أودو "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst:30
|
||||
msgid ""
|
||||
"All the recipients of the email (To/Cc/Bcc) are automatically added as "
|
||||
"followers of the task."
|
||||
msgstr ""
|
||||
"تتم إضافة كافة مستلمي البريد الإلكتروني (المُرسَل إليه/نسخة/نسخة مخفية) "
|
||||
"تلقائياً كمتابعين للمهمة. "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst:32
|
||||
msgid "The email can be seen under the name of your project on the dashboard."
|
||||
msgstr ""
|
||||
msgstr "يمكن رؤية البريد الإلكتروني تحت اسم مشروعك في لوحة البيانات. "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/email_alias.rst-1
|
||||
msgid "View of the email alias chosen on the dashboard view in Odoo Project"
|
||||
msgstr ""
|
||||
"عرض لقب البريد الإلكتروني الذي تم اختياره في نافذة عرض لوحة البيانات في "
|
||||
"تطبيق المشاريع لدى أودو "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:3
|
||||
msgid "Recurring tasks"
|
||||
msgstr ""
|
||||
msgstr "المهام المتكررة "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:5
|
||||
msgid ""
|
||||
@@ -5384,12 +5442,17 @@ msgid ""
|
||||
"times: for example, weekly meetings or status reports. The **recurring "
|
||||
"tasks** feature allows you to automate the creation of those tasks."
|
||||
msgstr ""
|
||||
"عند التعامل مع مشروع ما، غالباً ما تحتاج إلى تنفيذ نفس المهمة عدة مرات: على "
|
||||
"سبيل المثال، الاجتماعات الأسبوعية أو تقارير الحالة. تتيح لك خاصية **المهام "
|
||||
"المتكررة** إمكانية إنشاء تلك المهام تلقائياً. "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:10
|
||||
msgid ""
|
||||
"`Odoo Tutorials: Recurring tasks "
|
||||
"<https://www.odoo.com/slides/slide/recurring-tasks-1946>`_"
|
||||
msgstr ""
|
||||
"`دروس أودو التعليمية: المهام المتكررة "
|
||||
"<https://www.odoo.com/slides/slide/recurring-tasks-1946>`_ "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:15
|
||||
msgid ""
|
||||
@@ -5400,7 +5463,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:19
|
||||
msgid "Set up task recurrence"
|
||||
msgstr ""
|
||||
msgstr "قم بإعداد وتيرة تكرار المهمة "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:21
|
||||
msgid ""
|
||||
@@ -5427,6 +5490,8 @@ msgid ""
|
||||
":guilabel:`Stage`: first stage of the project dashboard (:guilabel:`New` or "
|
||||
"equivalent);"
|
||||
msgstr ""
|
||||
":guilabel:`المرحلة`: المرحلة الأولى من لوحة بيانات المشروع "
|
||||
"(:guilabel:`جديدة` أو ما يعادلها)؛ "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:31
|
||||
msgid ""
|
||||
@@ -5434,6 +5499,9 @@ msgid ""
|
||||
":guilabel:`Assignees`, :guilabel:`Customer`, :guilabel:`Tags`: copied from "
|
||||
"the original task;"
|
||||
msgstr ""
|
||||
":guilabel:`الاسم`، :guilabel:`الوصف`، :guilabel:`المشروع`، "
|
||||
":guilabel:`الأفراد المسند إليهم`، :guilabel:`العميل`، :guilabel:`علامات "
|
||||
"التصنيف`: يتم نسخها من المهمة الأصلية؛ "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:33
|
||||
msgid ""
|
||||
@@ -5446,11 +5514,11 @@ msgstr ""
|
||||
msgid ""
|
||||
"A **smart button** on the task displays the total number of existing "
|
||||
"recurrences."
|
||||
msgstr ""
|
||||
msgstr "يعرض **الزر الذكي** الموجود في المهمة إجمالي عدد التكرارات الموجودة. "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:39
|
||||
msgid "Edit or stop task recurrence"
|
||||
msgstr ""
|
||||
msgstr "تحرير أو إيقاف تكرار المهمة "
|
||||
|
||||
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:41
|
||||
msgid ""
|
||||
@@ -5471,7 +5539,7 @@ msgstr "الجداول الزمنية "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst:3
|
||||
msgid "Create Timesheets upon Time Off Validation"
|
||||
msgstr ""
|
||||
msgstr "قم بإنشاء جداول زمنية عند تصديق الإجازات "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst:5
|
||||
msgid ""
|
||||
@@ -5480,18 +5548,27 @@ msgid ""
|
||||
"does not leave place for forgetfulness and questions after hours that have "
|
||||
"not been timesheeted by the employee."
|
||||
msgstr ""
|
||||
"يقوم أودو تلقائياً بإعداد الجداول الزمنية للمشروع/المهام بناءً على طلبات "
|
||||
"الإجازة. يتيح لك ذلك إمكانية التحكم الشامل بشكل أفضل فيما يتعلق بالتحقق من "
|
||||
"صحة الجداول الزمنية، لأنه لا يترك مجالاً للنسيان والأسئلة بعد ساعات العمل "
|
||||
"التي لم تتم جدولتها من قِبَل الموظف. "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst:9
|
||||
msgid ""
|
||||
"Activate the :ref:`developer mode <developer-mode>`, go to *Timesheets*, and"
|
||||
" change the *Project* and *Task* set by default, if you like."
|
||||
msgstr ""
|
||||
"قم بتفعيل :ref: `وضع المطوِّر <developer-mode>` ثم اذهب إلى *الجداول "
|
||||
"الزمنية* وقم بتغيير *المشروع* و*المهمة* التي تم تعيينها افتراضياً، إذا أردت."
|
||||
" "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
||||
msgid ""
|
||||
"View of Timesheets setting enabling the feature record time off in Odoo "
|
||||
"Timesheets"
|
||||
msgstr ""
|
||||
"عرض إعداد الجداول الزمنية لتفعيل خاصية تسجيل الإجازة في تطبيق الجداول "
|
||||
"الزمنية لدى أودو "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst:16
|
||||
msgid ""
|
||||
@@ -5499,12 +5576,16 @@ msgid ""
|
||||
" or create the needed type, and decide if you would like the requests to be "
|
||||
"validated or not."
|
||||
msgstr ""
|
||||
"اذهب إلى :menuselection:`الإجازات --> التهيئة --> أنواع الإجازات`. قم بتحديد"
|
||||
" أو إنشاء النوع المطلوب، وقرر ما إذا كنت ترغب في تصديق الطلبات أم لا. "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
||||
msgid ""
|
||||
"View of a time off types form emphasizing the time off requests and timesheets section in\n"
|
||||
"Odoo Time Off"
|
||||
msgstr ""
|
||||
"عرض لاستمارة أنواع الإجازات مع التركيز على قسم طلبات الإجازات والجداول الزمنية في \n"
|
||||
"تطبيق الإجازات لدى أودو "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst:26
|
||||
msgid ""
|
||||
@@ -5513,16 +5594,21 @@ msgid ""
|
||||
"automatically allocated on *Timesheets*, under the respective project and "
|
||||
"task."
|
||||
msgstr ""
|
||||
"الآن، بمجرد قيام الموظف بطلب إجازة ويتم تصديق الطلب (أو قد لا يتم تصديقه، "
|
||||
"بناءً على الإعداد المحدد)، يتم تخصيص الوقت تلقائياً في *الجداول الزمنية*، "
|
||||
"تحت المشروع والمهمة المعينين. "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst:27
|
||||
msgid ""
|
||||
"On the example below, the user requested *Paid Time off* from July 13th to "
|
||||
"15th."
|
||||
msgstr ""
|
||||
"في المثال أدناه، قام المستخدم بطلب *إجازة مدفوعة الأجر* من تاريخ 13 إلى 15 "
|
||||
"يوليو. "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
||||
msgid "View of the time off request form in Odoo Time Off"
|
||||
msgstr ""
|
||||
msgstr "عرض استمارة طلب الإجازة في تطبيق الإجازات لدى أودو "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst:33
|
||||
msgid ""
|
||||
@@ -5531,12 +5617,17 @@ msgid ""
|
||||
"time is automatically allocated after the responsible person for validating "
|
||||
"does it so."
|
||||
msgstr ""
|
||||
"مع الأخذ بعين الاعتبار أن عملية التصديق غير مطلوبة، يتم عرض الإجازة التي تم "
|
||||
"طلبها تلقائياً في *الجداول الزمنية*. إذا كان لابد من تصديق طلب الإجازة، "
|
||||
"فسيتم تخصيص الوقت تلقائياً بعد قيام الشخص المسؤول عن التصديق بذلك. "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
||||
msgid ""
|
||||
"Video of timesheets emphasizing the requested time off from the employee in "
|
||||
"Odoo Timesheets"
|
||||
msgstr ""
|
||||
"مقطع فيديو للجداول الزمنية يركز على الإجازة التي تم طلبها بواسطة الموظف في "
|
||||
"تطبيق الجداول الزمنية لدى أودو "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst:41
|
||||
msgid ""
|
||||
@@ -5544,7 +5635,10 @@ msgid ""
|
||||
"all the aggregated data on that cell (day), and see details regarding the "
|
||||
"project/task."
|
||||
msgstr ""
|
||||
"اضغط على العدسة المكبرة، مع تحريك الفأرة فوق الخلية المعنية، للوصول إلى كافة"
|
||||
" البيانات المجمعة في تلك الخلية (اليوم)، والاطلاع على التفاصيل المتعلقة "
|
||||
"بالمشروع/المهمة. "
|
||||
|
||||
#: ../../content/applications/services/timesheets/overview/time_off.rst-1
|
||||
msgid "View of the details of a project/task in Odoo Timeheets"
|
||||
msgstr ""
|
||||
msgstr "عرض تفاصيل المشروع/المهمة في تطبيق الجداول الزمنية لدى أودو "
|
||||
|
||||
@@ -5,6 +5,7 @@
|
||||
#
|
||||
# Translators:
|
||||
# Wil Odoo, 2023
|
||||
# Malaz Abuidris <msea@odoo.com>, 2024
|
||||
#
|
||||
#, fuzzy
|
||||
msgid ""
|
||||
@@ -13,7 +14,7 @@ msgstr ""
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2021-05-18 07:12+0200\n"
|
||||
"PO-Revision-Date: 2023-11-08 08:57+0000\n"
|
||||
"Last-Translator: Wil Odoo, 2023\n"
|
||||
"Last-Translator: Malaz Abuidris <msea@odoo.com>, 2024\n"
|
||||
"Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
@@ -27,7 +28,7 @@ msgstr "الإعدادات"
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:6
|
||||
msgid "Users and Features"
|
||||
msgstr ""
|
||||
msgstr "المستخدمين والخصائص "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:8
|
||||
msgid ""
|
||||
@@ -35,6 +36,8 @@ msgid ""
|
||||
"This includes the Apps you install as well as the number of users currently "
|
||||
"in use."
|
||||
msgstr ""
|
||||
"بصفتك مدير قاعدة البيانات، أنت مسؤول عن استخدامها. يشمل ذلك التطبيقات التي "
|
||||
"تقوم بثبيتها بالإضافة إلى عدد المستخدمين النشطين في الوقت الحالي. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:12
|
||||
msgid ""
|
||||
@@ -44,6 +47,12 @@ msgid ""
|
||||
"subscription amount significantly (or switch you from a free account to a "
|
||||
"paying one on our online platform)."
|
||||
msgstr ""
|
||||
"أودو هو العديد من الأشياء (برنامج لتخطيط موارد المؤسسات، نظام إدارة محتوى، "
|
||||
"تطبيق لإدارة علاقات العملاء، واجهة خلفية للتجارة الإلكترونية، إلخ..)، ولكنه "
|
||||
"*ليس* هاتفاً ذكياً. عليك توخي الحذر عند إضافة/إزالة الخصائص (خصوصاً "
|
||||
"التطبيقات) في قاعدة بياناتك، حيث قد يؤثر ذلك على تكلفة اشتراكك بشكل كبير (أو"
|
||||
" قد يؤدي إلى انتقالك من الحساب المجاني إلى الحساب المدفوع على منصتنا عبر "
|
||||
"الإنترنت). "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:18
|
||||
msgid ""
|
||||
@@ -52,6 +61,9 @@ msgid ""
|
||||
"to test them on a duplicate of your database first. That way, if something "
|
||||
"goes wrong, your day-to-day business is not impacted."
|
||||
msgstr ""
|
||||
"تحتوي هذه الصفحة على معلومات حول كيفية إدارة مثيلات أودو الخاصة بك. قبل "
|
||||
"القيام بتلك العمليات، نوصي **بشدة** اختبارها أولاً على نسخة من قاعدة "
|
||||
"البيانات. بهذه الطريقة، إذا حدث خطأ ما، لن يتأثر عملك الجاري بذلك الخطأ. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:23
|
||||
msgid ""
|
||||
@@ -59,6 +71,9 @@ msgid ""
|
||||
" <duplicate_online>` and :ref:`on premise <duplicate_premise>` "
|
||||
"installations."
|
||||
msgstr ""
|
||||
"ستجد الدلائل التي توضح كيفية إنشاء نسخة مطابقة لقاعدة البيانات لكل من إصداري"
|
||||
" أودو :ref:`أونلاين <duplicate_online>` و :ref:`الاستضافة الذاتية "
|
||||
"<duplicate_premise>`. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:27
|
||||
msgid ""
|
||||
@@ -66,35 +81,42 @@ msgid ""
|
||||
"issue while carrying out these procedures, please contact us through our "
|
||||
"`support form <https://www.odoo.com/help>`__."
|
||||
msgstr ""
|
||||
"إذا كانت لديك أسئلة حول محتوى هذه الصفحة أو إذا واجهتك مشكلة أثناء تنفيذ هذه"
|
||||
" الإجراءات، فلا تتردد في التواصل معنا عن طريق `استمارة الدعم "
|
||||
"<https://www.odoo.com/help>`__. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:33
|
||||
msgid "Deactivating Users"
|
||||
msgstr ""
|
||||
msgstr "تعطيل المستخدمين "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:35
|
||||
msgid ""
|
||||
"Make sure you have sufficient **administrative rights** if you want to "
|
||||
"change the status of any of your users."
|
||||
msgstr ""
|
||||
"تأكد من أنك تملك **صلاحيات الوصول الإدارية** الكافية إذا كنت ترغب في تغيير "
|
||||
"حالة أي من المستخدمين لديك. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:38
|
||||
msgid ""
|
||||
"In your Odoo instance, click on **Settings**. You will have a section "
|
||||
"showing you the active users on your database. Click on **Manage Users.**"
|
||||
msgstr ""
|
||||
"في مثيل أودو الخاص بك،قم بالضغط على **الإعدادات**. سيكون لديك قسم يُظهِر "
|
||||
"المستخدمين النشطين في قاعدة بياناتك. اضغط على **إدارة المستخدمين.** "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:42
|
||||
#: ../../content/applications/settings/users_and_features.rst:79
|
||||
msgid "|settings|"
|
||||
msgstr ""
|
||||
msgstr "|settings|"
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:42
|
||||
msgid "|browse_users|"
|
||||
msgstr ""
|
||||
msgstr "|browse_users|"
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:45
|
||||
msgid "You'll then see the list of your users."
|
||||
msgstr ""
|
||||
msgstr "سترى عندها قائمة بمستخدميك. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:50
|
||||
msgid ""
|
||||
@@ -102,6 +124,9 @@ msgid ""
|
||||
"from the *Portal Users* which are free). If you remove this filter, you'll "
|
||||
"get all your users (the ones you pay for and the portal ones)"
|
||||
msgstr ""
|
||||
"يُظهر فلتر *المستخدمين الداخليين* المحدد مسبقًا المستخدمين المدفوعين "
|
||||
"(يختلفون عن *مستخدمي البوابة* المجانيين). إذا قمت بإزالة هذا الفلتر، فستحصل "
|
||||
"على كافة المستخدمين (المستخدمين المدفوعين ومستخدمي البوابة) "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:55
|
||||
msgid ""
|
||||
@@ -109,18 +134,21 @@ msgid ""
|
||||
"you are on the userform, click on the Action drop down menu, and then click "
|
||||
"on Archive."
|
||||
msgstr ""
|
||||
"في قائمة المستخدمين الخاصة بك،قم بالضغط على المستخدم الذي ترغب في تعطيله. "
|
||||
"بمجرد دخولك إلى استمارة المستخدم، قم بالضغط على القائمة المنسدلة \"إجراء\"،"
|
||||
" ثم اضغط على \"أرشفة\". "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:63
|
||||
msgid "The user is now deactivated."
|
||||
msgstr ""
|
||||
msgstr "تم تعطيل المستخدم. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:65
|
||||
msgid "**Never** deactivate the main user (*admin*)"
|
||||
msgstr ""
|
||||
msgstr "لا تقم **مطلقًا** بتعطيل المستخدم الرئيسي (*admin*) "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:68
|
||||
msgid "Uninstalling Apps"
|
||||
msgstr ""
|
||||
msgstr "إلغاء تثبيت التطبيقات "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:70
|
||||
msgid ""
|
||||
@@ -128,6 +156,9 @@ msgid ""
|
||||
"<duplicate_online>` of your database before making any changes (*especially*"
|
||||
" installing/uninstalling apps)."
|
||||
msgstr ""
|
||||
"تأكد أولاً من اختبار ما أنت على وشك القيام به على :ref:`نسخة مطابقة لقاعدة "
|
||||
"البيانات <duplicate_online>` قبل إجراء أي تغييرات (*خاصة* تثبيت/إلغاء تثبيت "
|
||||
"التطبيقات). "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:74
|
||||
msgid ""
|
||||
@@ -135,10 +166,13 @@ msgid ""
|
||||
"to see how many applications you have installed. Click on **Browse Apps** to"
|
||||
" access the list of your installed applications."
|
||||
msgstr ""
|
||||
"في مثيل أودو الخاص بك، قم بالضغط على **الإعدادات**؛ ستتمكن في هذا التطبيق من"
|
||||
" معرفة عدد التطبيقات التي قمت بتثبيتها. اضغط على **تصفح التطبيقات** للوصول "
|
||||
"إلى قائمة التطبيقات المثبتة لديك. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:79
|
||||
msgid "|browse_apps|"
|
||||
msgstr ""
|
||||
msgstr "|browse_apps|"
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:82
|
||||
msgid ""
|
||||
@@ -146,6 +180,9 @@ msgid ""
|
||||
"applications. Click on the application you want to uninstall. Then, on the "
|
||||
"form of the application, click on **Uninstall**."
|
||||
msgstr ""
|
||||
"في لوحة بيانات تطبيقاتك، سترى كافة أيقونات تطبيقاتك. قم بالضغط على التطبيق "
|
||||
"الذي ترغب في إلغاء تثبيته، ثم اضفط على **إلغاء التثبيت** في استمارة التطبيق."
|
||||
" "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:89
|
||||
msgid ""
|
||||
@@ -156,19 +193,25 @@ msgid ""
|
||||
"permanently disappear). If you are sure you still want to uninstall it, then"
|
||||
" click **Confirm**."
|
||||
msgstr ""
|
||||
"تحتوي بعض التطبيقات على تطبيقات معتمدة عليها، مثل الفوترة والمتجر الإلكتروني"
|
||||
" وما إلى ذلك. لذلك، سيعرض النظام رسالة تحذيرية لإعلامك بما هو على وشك أن تتم"
|
||||
" إزالته. إذا قمت بإلغاء تثبيت تطبيقك، فسيتم إلغاء تثبيت كافة التطبيقات "
|
||||
"المعتمدة عليه أيضاً (وستختفي البيانات الموجودة فيه نهائياً). إذا كنت متأكداً"
|
||||
" من أنك لا تزال ترغب في إلغاء تثبيته، فانقر فوق **تأكيد**. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:96
|
||||
msgid ""
|
||||
"Last, after having checked the warning message (if any), click **Confirm**."
|
||||
msgstr ""
|
||||
"أخيراً، بعد التحقق من رسالة التحذير (إن وجدت)، اضغط على زر **تأكيد**. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:101
|
||||
msgid "You have finished uninstalling your application."
|
||||
msgstr ""
|
||||
msgstr "لقد انتهيت من إلغاء تثبيت التطبيق الخاص بك."
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:104
|
||||
msgid "Good to know"
|
||||
msgstr ""
|
||||
msgstr "من الجيد معرفته "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:106
|
||||
msgid ""
|
||||
@@ -179,6 +222,11 @@ msgid ""
|
||||
"*do not know how you work* and therefore cannot validate these kinds of "
|
||||
"operations."
|
||||
msgstr ""
|
||||
"**إلغاء تثبيت التطبيقات وإدارة المستخدمين وما إلى ذلك أمر متروك لك**: لا "
|
||||
"يمكن لأي شخص آخر معرفة ما إذا كان سير أعمالك معطلاً أفضل منك. إذا أردنا "
|
||||
"إلغاء تثبيت التطبيقات لك، فلن نتمكن أبدًا من معرفة ما إذا كانت البيانات ذات "
|
||||
"الصلة قد تمت إزالتها أو ما إذا كان أحد تدفقات أعمالك معطلاً لأننا *لا نعرف "
|
||||
"كيف تعمل* وبالتالي لا يمكننا التحقق من صحة هذه الأنواع من العمليات. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:112
|
||||
msgid ""
|
||||
@@ -189,6 +237,11 @@ msgid ""
|
||||
"need or use the Website itself, it is needed for the Online Quotes feature "
|
||||
"to work properly."
|
||||
msgstr ""
|
||||
"**تحتوي تطبيقات Odoo على تبعيات**: هذا يعني أنك قد تحتاج إلى تثبيت وحدات لا "
|
||||
"تستخدمها بشكل نشط للوصول إلى بعض ميزات Odoo التي قد تحتاجها. على سبيل "
|
||||
"المثال، يلزم وجود تطبيق Website Builder لتتمكن من عرض أسعاره لعميلك في صفحة "
|
||||
"ويب. على الرغم من أنك قد لا تحتاج إلى موقع الويب نفسه أو تستخدمه، إلا أنه "
|
||||
"ضروري لكي تعمل ميزة عروض الأسعار عبر الإنترنت بشكل صحيح. "
|
||||
|
||||
#: ../../content/applications/settings/users_and_features.rst:119
|
||||
msgid ""
|
||||
@@ -196,3 +249,7 @@ msgid ""
|
||||
"database): that way you can know what other apps may be required, etc. This "
|
||||
"will avoid surprises when uninstalling or when receiving your invoices."
|
||||
msgstr ""
|
||||
"**اختبر دائمًا تثبيت/إزالة التطبيق على نسخة مكررة** (أو على قاعدة بيانات "
|
||||
"تجريبية مجانية): وبهذه الطريقة يمكنك معرفة التطبيقات الأخرى التي قد تكون "
|
||||
"مطلوبة، وما إلى ذلك. سيؤدي هذا إلى تجنب المفاجآت عند إلغاء التثبيت أو عند "
|
||||
"استلام فواتيرك. "
|
||||
|
||||
@@ -9813,7 +9813,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/administration/upgrade.rst:220
|
||||
msgid "Can you export your data?"
|
||||
msgstr ""
|
||||
msgstr "Können Sie Ihre Daten exportieren?"
|
||||
|
||||
#: ../../content/administration/upgrade.rst:224
|
||||
msgid ""
|
||||
|
||||