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Author SHA1 Message Date
Donatienne (dopi) 7681642422 [MOV] ecommerce: moving product management page
taskid-4056328
2024-07-18 08:15:33 +02:00
“Audrey 26e296e1a7 [ADD] Studio: approval rules
task-3553095

closes odoo/documentation#10141

X-original-commit: 13ddb59da9
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
2024-07-16 06:50:37 +00:00
Lara Martini (larm) 11a2af286d [ADD] Recruitment: offer job positions
closes odoo/documentation#10099

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-07-15 23:11:51 +00:00
Lara Martini (larm) 7c10386675 [ADD] Time off: new allocations doc
closes odoo/documentation#10135

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-07-15 21:25:40 +00:00
Lara Martini (larm) a00fa1c997 [ADD] Referrals: new points doc
closes odoo/documentation#10134

Signed-off-by: Lara Martini (larm) <larm@odoo.com>
2024-07-15 21:25:39 +00:00
KC (ksc) 1f88f9dd67 [FIX] subscriptions: corrected invoicing info
closes odoo/documentation#10131

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-07-15 19:56:09 +00:00
lejeune quentin 7598c57f48 [ADD] point_of_sale: Documentation for Viva wallet
This PR add the documentation needed to use viva wallet payment method in Point Of Sale.
task-3667968

closes odoo/documentation#8532

Signed-off-by: Loredana Perazzo (lrpz) <lrpz@odoo.com>
Co-authored-by: lejeune quentin <qle@odoo.com>
Co-authored-by: Perazzo Loredana <lrpz@odoo.com>
2024-07-15 10:49:36 +00:00
Odoo Translation Bot da17cb4fef [I18N] *: export 15.0 source terms 2024-07-13 02:42:21 +00:00
Felicious bb1322131d [IMP] inventory: bpost customer accounts
closes odoo/documentation#10101

X-original-commit: e22b63a953
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
2024-07-12 19:58:54 +00:00
Donatienne (dopi) 3b573b0e60 [IMP] documents: new changes in V17
closes odoo/documentation#6735

Taskid: 3491654
Signed-off-by: Donatienne Pirlot (dopi) <dopi@odoo.com>
2024-07-12 09:55:33 +00:00
John Holton (hojo) d4f2a2768c [ADD] Manufacturing: OEE
closes odoo/documentation#10051

Signed-off-by: John Holton (hojo) <hojo@odoo.com>
2024-07-12 04:22:59 +00:00
John Holton (hojo) d4fe1eb4d1 [ADD] Manufacturing: Continuous product improvement
closes odoo/documentation#9964

Signed-off-by: John Holton (hojo) <hojo@odoo.com>
2024-07-09 15:28:23 +00:00
Parish Bracha 9af6b453fe [IMP] crm: add quotation product catalog
closes odoo/documentation#10045

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-07-09 12:35:02 +00:00
142 changed files with 12077 additions and 2268 deletions
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@@ -191,8 +191,8 @@ Odoo:
- :ref:`Initial Qualification <recruitment/initial-qualification>`
- :ref:`First Interview <recruitment/first-interview>`
- :ref:`Second Interview <recruitment/second-interview>`
- :ref:`Contract Proposal <recruitment/contract-proposal>`
- :ref:`Contract Signed <recruitment/contract-signed>`
- :doc:`Contract Proposal <recruitment/offer_job_positions>`
- :ref:`Contract Signed <recruitment/offer_job_positions/contract-signed>`
The last column, :guilabel:`Contract Signed`, is folded by default. Folded columns appear gray, and
the applicants in it are hidden from view. To expand the folded stage and view the applicant cards
@@ -542,141 +542,18 @@ activities or emails configured. The recruiter can now :doc:`schedule a second i
<recruitment/schedule_interviews>` with the applicant, following the same process as the first
interview.
.. _recruitment/contract-proposal:
Contract proposal
-----------------
When the applicant has passed the interview stages and an offer is ready to be sent, they can be
moved to the :guilabel:`Contract Proposal` stage. Drag and drop the applicant's card to the
:guilabel:`Contract Proposal` stage, or click on the :guilabel:`Contract Proposal` stage button at
the top-right of the individual applicant's card.
The next step is to send an offer to the applicant. On the applicant's card, click the
:guilabel:`Generate Offer` button. A :guilabel:`Generate a Simulation Link` pop-up appears. Most
fields are pre-populated with information from the job position. If any necessary fields are blank,
enter the relevant information in the fields.
.. note::
Not all fields may appear on the :guilabel:`Generate a Simulation Link` pop-up. Depending on the
localization setting for the company and the applications installed, some fields may not appear.
For example if the *Fleet* application is not installed, any fields related to vehicles do not
appear on the pop-up window.
Universal fields
~~~~~~~~~~~~~~~~
The following fields appear for all offers sent to applicants regardless of localization settings.
- :guilabel:`Contract Template`: the template currently being used to populate the
:guilabel:`Generate a Simulation Link` pop-up window. To modify the template, click the
:guilabel:`Internal link` icon to the right of the drop-down arrow. Make any changes, then click
:guilabel:`Save & Close`. A different :guilabel:`Contract Template` can be selected using the
drop-down menu.
- :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 :guilabel:`Job
Positions` configured on the main *Recruitment* dashboard.
- :guilabel:`Job Title`: the specific name of the position being offered to the applicant.
- :guilabel:`Department`: the :guilabel:`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 the drop-down to reveal a calendar. Use the :guilabel:`<
(left)` and :guilabel:`> (right)` arrows on either side of the month to navigate to the desired
month, then click on the :guilabel:`day` to select the date.
- :guilabel:`Yearly Cost`: the annual salary being offered.
- :guilabel:`Link Expiration Date`: job offers are only valid for a specific period of time. The
default expiration date is 30 days. Modify the expiration date, if desired.
Send offer
~~~~~~~~~~
When the information is all updated, click :guilabel:`Send By Email` to send the offer to the
applicant.
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`, enter an email on the applicant's card, then click the
:guilabel:`Generate Offer` button again.
An email pop-up window loads. The default :guilabel:`Recruitment: Your Salary Package` email
template is used, 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 :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 :guilabel:`Attachments` button.
Once the email is ready to send, click :guilabel:`Send`.
.. 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. The applicant does not need any software installed.
.. image:: recruitment/send-offer.png
:align: center
:alt: Send an email to the applicant with a link to the offered salary.
Configure your package
~~~~~~~~~~~~~~~~~~~~~~
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.
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.
Once all the information is completed, the applicant accepts the offer by clicking the
:guilabel:`Review Contract & Sign` button to accept the contract and sign it using the *Sign*
application.
.. _recruitment/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. To move the applicant to the next stage, drag
and drop the applicant's card to the :guilabel:`Contract Signed` stage, or click the
:guilabel:`More` button at the top of the applicant's card to reveal the :guilabel:`Contract
Signed` stage button at the top of the individual applicant's card, and click :guilabel:`Contract
Signed`.
The :guilabel:`Contract Signed` stage is folded in the Kanban view, but the card may still be
dragged and dropped into that stage.
Once the applicant's card moves to the :guilabel:`Contract Signed` stage, a green :guilabel:`HIRED`
banner appears in the top-right of the applicant's card.
.. image:: recruitment/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 an employee record of them. On the
applicant's card, click the :guilabel:`Create Employee` button in the top-left. An employee form
appears, and any information from the applicant's card that can be imported into the employee card
appears in the form.
Fill out the rest of the form. For detailed information on the fields, refer to the
:doc:`employees/new_employee` documentation. When done, the employee record is saved in the
*Employees* app.
.. seealso::
- recruitment/new_job
- recruitment/schedule_interviews
- recruitment/add-new-applicants
- recruitment/schedule_interviews
- recruitment/offer_job_positions
- recruitment/refuse_applicant
.. toctree::
:titlesonly:
recruitment/new_job
recruitment/schedule_interviews
recruitment/add-new-applicants
recruitment/schedule_interviews
recruitment/offer_job_positions
recruitment/refuse_applicant
@@ -0,0 +1,160 @@
===================
Offer job positions
===================
Once an applicant has successfully passed the various interview stages, the recruitment team is
ready to send an offer for employment. The next step is to send the applicant a contract.
.. seealso::
Refer to the :doc:`recruitment <../recruitment>` documentation for details on the various stages
of the recruitment process.
Contract proposal
=================
When an offer is ready to be sent, first open the applicant's card by navigating to the
:menuselection:`Recruitment app`, and clicking on the desired job position card.
From the resulting :guilabel:`Job Positions` Kanban view, the corresponding applicant card can be
dragged-and-dropped to the :guilabel:`Contract Proposal` stage. Or, click into the desired
applicant's card, and click the :guilabel:`Contract Proposal` stage, located in the status bar in
the top-right of the applicant's form.
The next step is to send an offer to the applicant. Start by selecting the desired applicant's card
to open their applicant form.
On the applicant's form, click the :guilabel:`Generate Offer` button. A :guilabel:`Generate a
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
----------------
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.
The title can be modified to suit the specific applicant's position and provide more details.
.. example::
An applicant is offered a marketing manager job at a shoe company, specifically for the
children's line.
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:
Children's Shoes`.
- :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
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.

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@@ -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.
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@@ -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.

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@@ -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.
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@@ -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.
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@@ -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
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@@ -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
==========================
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@@ -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`.
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@@ -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
----------------
+12 -4
View File
@@ -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`.
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+1 -1
View File
@@ -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:
@@ -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`
@@ -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::
+72 -9
View File
@@ -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"
+2 -2
View File
@@ -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 ""
+2 -2
View File
@@ -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"
+1 -1
View File
@@ -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 ""
+99 -24
View File
@@ -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 ""
+121 -27
View File
@@ -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 "
+69 -12
View File
@@ -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. "
+1 -1
View File
@@ -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 ""
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