# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-03-21 15:48+0000\n" "PO-Revision-Date: 2024-04-04 12:31+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: vi\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/essentials.rst:3 msgid "Odoo essentials" msgstr "" #: ../../content/applications/essentials/activities.rst:3 msgid "Activities" msgstr "Hoạt động" #: ../../content/applications/essentials/activities.rst:5 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any page of the database that contains a " "chatter thread, kanban view, list view, or activities view of an " "application." msgstr "" #: ../../content/applications/essentials/activities.rst:10 msgid "Schedule activities" msgstr "" #: ../../content/applications/essentials/activities.rst:12 msgid "" "One way that activities are created is by clicking the :guilabel:`Schedule " "Activity` button, located at the top of the *chatter* on any record. On the " "pop-up window that appears, select an :guilabel:`Activity Type` from the " "drop-down menu." msgstr "" #: ../../content/applications/essentials/activities.rst:17 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " "*CRM* application, go to :menuselection:`CRM app --> Configuration --> " "Activity Types`." msgstr "" #: ../../content/applications/essentials/activities.rst:21 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "" #: ../../content/applications/essentials/activities.rst:24 msgid "" "To assign the activity to a different user, select a name from the " ":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " "activity is automatically assigned." msgstr "" #: ../../content/applications/essentials/activities.rst:27 msgid "" "Lastly, feel free to add any additional information in the optional " ":guilabel:`Log a note...` field." msgstr "" #: ../../content/applications/essentials/activities.rst:30 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " ":guilabel:`Activity Type`. However, this date can be changed by selecting a " "day on the calendar in the :guilabel:`Due Date` field." msgstr "" #: ../../content/applications/essentials/activities.rst:34 msgid "Lastly, click one of the following buttons:" msgstr "" #: ../../content/applications/essentials/activities.rst:36 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr "" #: ../../content/applications/essentials/activities.rst:37 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " "marked as completed." msgstr "" #: ../../content/applications/essentials/activities.rst:39 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr "" #: ../../content/applications/essentials/activities.rst:41 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" #: ../../content/applications/essentials/activities.rst-1 #: ../../content/applications/essentials/activities.rst-1 msgid "View of CRM leads and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:47 msgid "" "Depending on the activity type, the :guilabel:`Schedule` button may be " "replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " "button." msgstr "" #: ../../content/applications/essentials/activities.rst:50 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`." msgstr "" #: ../../content/applications/essentials/activities.rst:55 msgid "" "Activities can also be scheduled from the kanban, list, or activities view " "of an application." msgstr "" #: ../../content/applications/essentials/activities.rst:59 msgid "Kanban view" msgstr "" #: ../../content/applications/essentials/activities.rst:61 msgid "" "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " "(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " "out the pop-up form." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Xem danh sách" #: ../../content/applications/essentials/activities.rst:69 msgid "" "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " "(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " "has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " "(phone)` or an :guilabel:`✉️ (envelope)` icon." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:76 msgid "Activity view" msgstr "Xem hoạt động" #: ../../content/applications/essentials/activities.rst:78 msgid "" "To open the activity view for an application, select the :guilabel:`🕘 " "(clock)` icon from the menu bar anywhere in the database. Select any " "application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " "icon for the desired app." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "" "Activity menu drop down with focus on where to open activity view for CRM." msgstr "" #: ../../content/applications/essentials/activities.rst:85 msgid "" "Select a record on which to schedule an activity. Move across the row to " "find the desired activity type, then click the :guilabel:`＋ (plus sign)`." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:92 msgid "" "Activity colors, and their relation to an activity's due date, is consistent" " throughout Odoo, regardless of the activity type, or the view." msgstr "" #: ../../content/applications/essentials/activities.rst:95 msgid "" "Activities that appear in **green** indicate a due date sometime in the " "future." msgstr "" #: ../../content/applications/essentials/activities.rst:96 msgid "**Yellow** indicates that the activity's due date is today." msgstr "" #: ../../content/applications/essentials/activities.rst:97 msgid "" "**Red** indicates that the activity is overdue and the due date has passed." msgstr "" #: ../../content/applications/essentials/activities.rst:99 msgid "" "For example, if an activity is created for a phone call, and the due date " "passes, the activity appears with a red phone in list view, and a red clock " "on the kanban view." msgstr "" #: ../../content/applications/essentials/activities.rst:103 msgid "View scheduled activities" msgstr "" #: ../../content/applications/essentials/activities.rst:105 msgid "" "To view scheduled activities, open either the :menuselection:`Sales app` or " ":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " "to the far-right side of the other view options." msgstr "" #: ../../content/applications/essentials/activities.rst:108 msgid "" "Doing so opens the activities menu, showcasing all the scheduled activities " "for the user, by default. To show all activities for every user, remove the " ":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/essentials/activities.rst:112 msgid "" "To view a consolidated list of activities separated by the application where" " they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" " the header menu to see the activities for that specific application in a " "drop-down menu." msgstr "" #: ../../content/applications/essentials/activities.rst:116 msgid "" "The possibility to :guilabel:`Add new note` and :guilabel:`Request a " "Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" " (clock)` icon on the header menu is clicked." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "View of CRM leads page emphasizing the activities menu." msgstr "" #: ../../content/applications/essentials/activities.rst:123 msgid "Configure activity types" msgstr "" #: ../../content/applications/essentials/activities.rst:125 msgid "" "To configure the types of activities in the database, go to " ":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "View of the settings page emphasizing the menu activity types." msgstr "" #: ../../content/applications/essentials/activities.rst:131 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" #: ../../content/applications/essentials/activities.rst:133 msgid "" "To edit an existing activity type, select it from the list, then click " ":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." msgstr "" #: ../../content/applications/essentials/activities.rst:136 msgid "" "At the top of a blank activity type form, start by choosing a " ":guilabel:`Name` for the new activity type." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "New activity type form." msgstr "" #: ../../content/applications/essentials/activities.rst:143 msgid "Activity settings" msgstr "" #: ../../content/applications/essentials/activities.rst:146 msgid "Action" msgstr "Hành động" #: ../../content/applications/essentials/activities.rst:148 msgid "" "The *Action* field specifies the intent of the activity. Some actions " "trigger specific behaviors after an activity is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:151 msgid "" "If :guilabel:`Upload Document` is selected, a link to upload a document is " "added directly to the planned activity in the chatter." msgstr "" #: ../../content/applications/essentials/activities.rst:153 msgid "" "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " "have the option to open their calendar to schedule a time for this activity." msgstr "" #: ../../content/applications/essentials/activities.rst:155 msgid "" "If :guilabel:`Request Signature` is selected, a link is added to the planned" " activity in the chatter that opens a signature request pop-up window." msgstr "" #: ../../content/applications/essentials/activities.rst:159 msgid "" "The actions available to select on an activity type vary, depending on the " "applications currently installed in the database." msgstr "" #: ../../content/applications/essentials/activities.rst:163 msgid "Default user" msgstr "" #: ../../content/applications/essentials/activities.rst:165 msgid "" "To automatically assign this activity to a specific user when this activity " "type is scheduled, choose a name from the :guilabel:`Default User` drop-down" " menu. If this field is left blank, the activity is assigned to the user who" " creates the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:170 msgid "Default summary" msgstr "" #: ../../content/applications/essentials/activities.rst:172 msgid "" "To include notes whenever this activity type is created, enter them into the" " :guilabel:`Default Summary` field." msgstr "" #: ../../content/applications/essentials/activities.rst:176 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" #: ../../content/applications/essentials/activities.rst:181 msgid "Next activity" msgstr "" #: ../../content/applications/essentials/activities.rst:183 msgid "" "To automatically suggest, or trigger, a new activity after an activity has " "been marked complete, the :guilabel:`Chaining Type` must be set." msgstr "" #: ../../content/applications/essentials/activities.rst:187 msgid "Suggest next activity" msgstr "" #: ../../content/applications/essentials/activities.rst:189 msgid "" "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " "Activity`. Upon doing so, the field underneath changes to: " ":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " "select any activities to recommend as follow-up tasks to this activity type." msgstr "" #: ../../content/applications/essentials/activities.rst:193 #: ../../content/applications/essentials/activities.rst:220 msgid "" "In the :guilabel:`Schedule` field, choose a default deadline for these " "activities. To do so, configure a desired number of :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " ":guilabel:`after completion date` or :guilabel:`after previous activity " "deadline`." msgstr "" #: ../../content/applications/essentials/activities.rst:198 #: ../../content/applications/essentials/activities.rst:225 msgid "" "This :guilabel:`Schedule` field information can be altered before the " "activity is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:200 #: ../../content/applications/essentials/activities.rst:227 msgid "When all configurations are complete, click :guilabel:`Save`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Schedule activity popup with emphasis on recommended activities." msgstr "" #: ../../content/applications/essentials/activities.rst:206 msgid "" "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " "Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " "users are presented with recommendations for activities as next steps." msgstr "" #: ../../content/applications/essentials/activities.rst:211 msgid "Trigger next activity" msgstr "" #: ../../content/applications/essentials/activities.rst:213 msgid "" "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " "immediately launches the next activity once the previous one is completed." msgstr "" #: ../../content/applications/essentials/activities.rst:216 msgid "" "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " "Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " ":guilabel:`Trigger` field drop-down menu, select the activity that should be" " launched once this activity is completed." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "" "Schedule new activity popup with emphasis on Done and launch next button." msgstr "" #: ../../content/applications/essentials/activities.rst:233 msgid "" "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" " Next Activity`, marking the activity as `Done` immediately launches the " "next activity listed in the :guilabel:`Trigger` field." msgstr "" #: ../../content/applications/essentials/activities.rst:238 msgid ":doc:`/applications/productivity/discuss`" msgstr "" #: ../../content/applications/essentials/activities.rst:239 msgid ":doc:`/applications/productivity/discuss/team_communication`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:8 msgid "Export data from Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:10 msgid "" "When working with a database, it sometimes is necessary to export your data " "in a distinct file. Doing so can help to do reporting over your activities " "(even if Odoo offers a precise and easy reporting tool with each available " "application)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:14 msgid "" "With Odoo, you can export the values from any field in any record. To do so," " activate the list view on the items that need to be exported, click on " "*Action*, and, then, on *Export*." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "view of the different things to enable/click to export data" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:22 msgid "" "Pretty simple, this action still comes with some specificities. In fact, " "when clicking on *Export*, a pop-up window appears with several options for " "the data to export:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "" "overview of all the options to take into account when exporting data in Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:30 msgid "" "With the *I want to update data* option ticked, the system only shows the " "fields which can be imported. This is very helpful in case you want to " "update existing records. Basically, this works like a filter. Leaving the " "box unticked gives way more field options because it shows all the fields, " "not just the ones which can be imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:36 msgid "" "When exporting, you can choose between two formats: .csv and .xls. With " ".csv, items are separated with a comma, while .xls holds information about " "all the worksheets in a file, including both content and formatting." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:39 msgid "" "Those are the items you may want to export. Use the arrows to display more " "sub-field options. Of course, you can use the search bar to find specific " "fields more easily. To use the search option more efficiently, display all " "the fields by clicking on all the arrows!" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:44 msgid "The + button is there to add fields to the \"to export\" list." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:45 msgid "" "The \"handles\" next to the selected fields allow you to move the fields up " "and down to change the order in which they must be displayed in the exported" " file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:48 msgid "The trashcan is there if you need to remove fields." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:49 msgid "" "For recurring reports, it might be interesting to save export presets. " "Select all the needed ones and click on the template bar. There, click on " "*New template* and give a name to yours. The next time you need to export " "the same list, simply select the related template." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:56 msgid "" "It’s good to keep the field’s external identifier in mind. For example, " "*Related Company* is equal to *parent_id*. Doing so helps export only what " "you would like to import next." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:63 msgid "Import data into Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:66 msgid "How to start" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:68 msgid "" "You can import data on any Odoo's business object using either Excel (.xlsx)" " or CSV (.csv) formats: contacts, products, bank statements, journal entries" " and even orders!" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:72 msgid "" "Open the view of the object you want to populate and click on " ":menuselection:`Favorites --> Import records`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:78 msgid "" "There you are provided with templates you can easily populate with your own " "data. Such templates can be imported in one click; The data mapping is " "already done." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:83 msgid "How to adapt the template" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:85 msgid "Add, remove and sort columns to fit at best your data structure." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:86 msgid "We advise to not remove the **ID** one (see why in the next section)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:87 #: ../../content/applications/essentials/export_import_data.rst:376 msgid "" "Set a unique ID to every single record by dragging down the ID sequencing." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:92 msgid "" "When you add a new column, Odoo might not be able to map it automatically if" " its label doesn't fit any field in Odoo. Don't worry! You can map new " "columns manually when you test the import. Search the list for the " "corresponding field." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:100 msgid "" "Then, use this field's label in your file in order to make it work straight " "on the very next time." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:104 msgid "How to import from another application" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:106 msgid "" "In order to re-create relationships between different records, you should " "use the unique identifier from the original application and map it to the " "**ID** (External ID) column in Odoo. When you import another record that " "links to the first one, use **XXX/ID** (XXX/External ID) to the original " "unique identifier. You can also find this record using its name but you will" " be stuck if at least 2 records have the same name." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:114 msgid "" "The **ID** will also be used to update the original import if you need to " "re-import modified data later, it's thus good practice to specify it " "whenever possible." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:120 msgid "I cannot find the field I want to map my column to" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:122 msgid "" "Odoo tries to find with some heuristic, based on the first ten lines of the " "files, the type of field for each column inside your file. For example if " "you have a column only containing numbers, only the fields that are of type " "*Integer* will be displayed for you to choose from. While this behavior " "might be good and easy for most cases, it is also possible that it goes " "wrong or that you want to map your column to a field that is not proposed by" " default." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:131 msgid "" "If that happens, you just have to check the ** Show fields of relation " "fields (advanced)** option, you will then be able to choose from the " "complete list of fields for each column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:139 msgid "Where can I change the date import format?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:141 msgid "" "Odoo can automatically detect if a column is a date, and it will try to " "guess the date format from a set of most commonly used date formats. While " "this process can work for many date formats, some date formats will not be " "recognized. This can cause confusion due to day-month inversions; it is " "difficult to guess which part of a date format is the day and which part is " "the month in a date such as '01-03-2016'." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:147 msgid "" "To view which date format Odoo has found from your file you can check the " "**Date Format** that is shown when clicking on **Options** under the file " "selector. If this format is incorrect you can change it to your liking using" " the *ISO 8601* to define the format." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:152 msgid "" "If you are importing an excel (.xls, .xlsx) file, you can use date cells to " "store dates as the display of dates in excel is different from the way it is" " stored. That way you will be sure that the date format is correct in Odoo " "whatever your locale date format is." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:157 msgid "Can I import numbers with currency sign (e.g.: $32.00)?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:159 msgid "" "Yes, we fully support numbers with parenthesis to represent negative sign as" " well as numbers with currency sign attached to them. Odoo also " "automatically detect which thousand/decimal separator you use (you can " "change those under **options**). If you use a currency symbol that is not " "known to Odoo, it might not be recognized as a number though and it will " "crash." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:164 msgid "" "Examples of supported numbers (using thirty-two thousands as an example):" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:166 msgid "32.000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:167 msgid "32000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:168 msgid "32,000.00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:169 msgid "-32000.00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:170 msgid "(32000.00)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:171 msgid "$ 32.000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:172 msgid "(32000.00 €)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:174 msgid "Example that will not work:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:176 msgid "ABC 32.000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:177 msgid "$ (32.000,00)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:180 msgid "What can I do when the Import preview table isn't displayed correctly?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:182 msgid "" "By default the Import preview is set on commas as field separators and " "quotation marks as text delimiters. If your csv file does not have these " "settings, you can modify the File Format Options (displayed under the Browse" " CSV file bar after you select your file)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:186 msgid "" "Note that if your CSV file has a tabulation as separator, Odoo will not " "detect the separations. You will need to change the file format options in " "your spreadsheet application. See the following question." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:191 msgid "" "How can I change the CSV file format options when saving in my spreadsheet " "application?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:193 msgid "" "If you edit and save CSV files in spreadsheet applications, your computer's " "regional settings will be applied for the separator and delimiter. We " "suggest you use OpenOffice or LibreOffice Calc as they will allow you to " "modify all three options (in :menuselection:`'Save As' dialog box --> Check " "the box 'Edit filter settings' --> Save`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:198 msgid "" "Microsoft Excel will allow you to modify only the encoding when saving (in " ":menuselection:`'Save As' dialog box --> click 'Tools' dropdown list --> " "Encoding tab`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:202 msgid "What's the difference between Database ID and External ID?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:204 msgid "" "Some fields define a relationship with another object. For example, the " "country of a contact is a link to a record of the 'Country' object. When you" " want to import such fields, Odoo will have to recreate links between the " "different records. To help you import such fields, Odoo provides three " "mechanisms. You must use one and only one mechanism per field you want to " "import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:209 msgid "" "For example, to reference the country of a contact, Odoo proposes you 3 " "different fields to import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:211 msgid "Country: the name or code of the country" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:212 msgid "" "Country/Database ID: the unique Odoo ID for a record, defined by the ID " "postgresql column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:213 msgid "" "Country/External ID: the ID of this record referenced in another application" " (or the .XML file that imported it)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:216 msgid "For the country Belgium, you can use one of these 3 ways to import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:218 msgid "Country: Belgium" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:219 msgid "Country/Database ID: 21" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:220 msgid "Country/External ID: base.be" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:222 msgid "" "According to your need, you should use one of these 3 ways to reference " "records in relations. Here is when you should use one or the other, " "according to your need:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:225 msgid "" "Use Country: This is the easiest way when your data come from CSV files that" " have been created manually." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:227 msgid "" "Use Country/Database ID: You should rarely use this notation. It's mostly " "used by developers as it's main advantage is to never have conflicts (you " "may have several records with the same name, but they always have a unique " "Database ID)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:230 msgid "" "Use Country/External ID: Use External ID when you import data from a third " "party application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:232 msgid "" "When you use External IDs, you can import CSV files with the \"External ID\"" " column to define the External ID of each record you import. Then, you will " "be able to make a reference to that record with columns like " "\"Field/External ID\". The following two CSV files give you an example for " "Products and their Categories." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:237 msgid "" ":download:`CSV file for categories " "`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:240 msgid "" ":download:`CSV file for Products " "`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:244 msgid "What can I do if I have multiple matches for a field?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:246 msgid "" "If for example you have two product categories with the child name " "\"Sellable\" (ie. \"Misc. Products/Sellable\" & \"Other " "Products/Sellable\"), your validation is halted but you may still import " "your data. However, we recommend you do not import the data because they " "will all be linked to the first 'Sellable' category found in the Product " "Category list (\"Misc. Products/Sellable\"). We recommend you modify one of " "the duplicates' values or your product category hierarchy." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:252 msgid "" "However if you do not wish to change your configuration of product " "categories, we recommend you use make use of the external ID for this field " "'Category'." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:256 msgid "" "How can I import a many2many relationship field (e.g. a customer that has " "multiple tags)?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:258 msgid "" "The tags should be separated by a comma without any spacing. For example, if" " you want your customer to be linked to both tags 'Manufacturer' and " "'Retailer' then you will encode \"Manufacturer,Retailer\" in the same column" " of your CSV file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:262 msgid "" ":download:`CSV file for Manufacturer, Retailer " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:266 msgid "" "How can I import a one2many relationship (e.g. several Order Lines of a " "Sales Order)?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:268 msgid "" "If you want to import sales order having several order lines; for each order" " line, you need to reserve a specific row in the CSV file. The first order " "line will be imported on the same row as the information relative to order. " "Any additional lines will need an additional row that does not have any " "information in the fields relative to the order. As an example, here is " "``purchase.order_functional_error_line_cant_adpat.CSV`` file of some " "quotations you can import, based on demo data." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:275 msgid "" ":download:`File for some Quotations " "`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:277 msgid "" "The following CSV file shows how to import purchase orders with their " "respective purchase order lines:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:280 msgid "" ":download:`Purchase orders with their respective purchase order lines " "`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:282 msgid "" "The following CSV file shows how to import customers and their respective " "contacts:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:284 msgid "" ":download:`Customers and their respective contacts " "`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:287 msgid "Can I import several times the same record?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:289 msgid "" "If you import a file that contains one of the column \"External ID\" or " "\"Database ID\", records that have already been imported will be modified " "instead of being created. This is very useful as it allows you to import " "several times the same CSV file while having made some changes in between " "two imports. Odoo will take care of creating or modifying each record " "depending if it's new or not." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:294 msgid "" "This feature allows you to use the Import/Export tool of Odoo to modify a " "batch of records in your favorite spreadsheet application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:298 msgid "What happens if I do not provide a value for a specific field?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:300 msgid "" "If you do not set all fields in your CSV file, Odoo will assign the default " "value for every non defined fields. But if you set fields with empty values " "in your CSV file, Odoo will set the EMPTY value in the field, instead of " "assigning the default value." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:305 msgid "How to export/import different tables from an SQL application to Odoo?" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:307 msgid "" "If you need to import data from different tables, you will have to recreate " "relations between records belonging to different tables. (e.g. if you import" " companies and persons, you will have to recreate the link between each " "person and the company they work for)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:311 msgid "" "To manage relations between tables, you can use the \"External ID\" " "facilities of Odoo. The \"External ID\" of a record is the unique identifier" " of this record in another application. This \"External ID\" must be unique " "across all the records of all objects, so it's a good practice to prefix " "this \"External ID\" with the name of the application or table. (like " "'company_1', 'person_1' instead of '1')" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:317 msgid "" "As an example, suppose you have a SQL database with two tables you want to " "import: companies and persons. Each person belong to one company, so you " "will have to recreate the link between a person and the company he work for." " (If you want to test this example, here is a :download:`dump of such a " "PostgreSQL database `)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:322 msgid "" "We will first export all companies and their \"External ID\". In PSQL, write" " the following command:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:328 msgid "This SQL command will create the following CSV file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:337 msgid "" "To create the CSV file for persons, linked to companies, we will use the " "following SQL command in PSQL:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:343 msgid "It will produce the following CSV file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:353 msgid "" "As you can see in this file, Fabien and Laurence are working for the Bigees " "company (company_1) and Eric is working for the Organi company. The relation" " between persons and companies is done using the External ID of the " "companies. We had to prefix the \"External ID\" by the name of the table to " "avoid a conflict of ID between persons and companies (person_1 and company_1" " who shared the same ID 1 in the original database)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:359 msgid "" "The two files produced are ready to be imported in Odoo without any " "modifications. After having imported these two CSV files, you will have 4 " "contacts and 3 companies. (the firsts two contacts are linked to the first " "company). You must first import the companies and then the persons." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:364 msgid "How to adapt an import template" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:366 msgid "" "Import templates are provided in the import tool of the most common data to " "import (contacts, products, bank statements, etc.). You can open them with " "any spreadsheets software (Microsoft Office, OpenOffice, Google Drive, " "etc.)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:372 msgid "How to customize the file" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:374 msgid "" "Remove columns you don't need. We advise to not remove the *ID* one (see why" " here below)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:381 msgid "" "When you add a new column, Odoo might not be able to map it automatically if" " its label doesn't fit any field of the system. If so, find the " "corresponding field using the search." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:388 msgid "" "Then, use the label you found in your import template in order to make it " "work straight away the very next time you try to import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:392 msgid "Why an “ID” column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:394 msgid "" "The **ID** (External ID) is an unique identifier for the line item. Feel " "free to use the one of your previous software to ease the transition to " "Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:397 msgid "" "Setting an ID is not mandatory when importing but it helps in many cases:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:399 msgid "" "Update imports: you can import the same file several times without creating " "duplicates;" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:400 msgid "Import relation fields (see here below)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:403 msgid "How to import relation fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:405 msgid "" "An Odoo object is always related to many other objects (e.g. a product is " "linked to product categories, attributes, vendors, etc.). To import those " "relations you need to import the records of the related object first from " "their own list menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:409 msgid "" "You can do it using either the name of the related record or its ID. The ID " "is expected when two records have the same name. In such a case add \" / " "ID\" at the end of the column title (e.g. for product attributes: Product " "Attributes / Attribute / ID)." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:3 msgid "In-App Purchase (IAP)" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:5 msgid "" "In-App Purchases (IAP) gives access to additional services through Odoo. For" " instance, it allows you to send SMS Text Messages or to send Invoices by " "post directly from your database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:11 msgid "Buying Credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:13 msgid "" "Each IAP Service relies on prepaid credits to work and has its own pricing. " "To consult your current balance or to recharge your account, go to " ":menuselection:`Settings --> Odoo IAP --> View my Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:21 msgid "" "If you are on Odoo Online and have the Enterprise version, you benefit from " "free credits to test our IAP features." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:25 msgid "IAP accounts" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:27 msgid "" "Credits to use IAP services are stored on IAP accounts, which are specific " "to each service. By default, IAP accounts are common to all companies, but " "can be restricted to specific ones. Activate the :ref:`developer mode " "`, then go to :menuselection:`Technical Settings --> IAP " "Account`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:36 msgid "" "An IAP account can be disabled by appending `+disabled` to its token. " "Reverting this change will re-enable the account." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:40 msgid "IAP Portal" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:42 msgid "" "The IAP Portal is a platform regrouping your IAP Services. It is accessible " "from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From " "there, you can view your current balance, recharge your credits and set a " "reminder when your balance falls below a threshold." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:50 msgid "Get notified when credits are low" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:52 msgid "" "To be notified when it’s time to recharge your credits, you can go to your " "IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my " "Services`, unfold a service and check the Receive threshold warning option. " "Then, you can provide a minimum amount of credits and email addresses. Now, " "every time that the limit is reached, an automatic reminder will be sent by " "email!" msgstr "" #: ../../content/applications/essentials/reporting.rst:3 msgid "Reporting" msgstr "Báo cáo" #: ../../content/applications/essentials/reporting.rst:5 msgid "" "You can find several reports under the :guilabel:`Reporting` menu of most " "apps that let you analyze and visualize the data of your records." msgstr "" #: ../../content/applications/essentials/reporting.rst:11 msgid "Selecting a view" msgstr "" #: ../../content/applications/essentials/reporting.rst:13 msgid "" "Depending on the report, Odoo can display the data in various ways. " "Sometimes, a unique view fully tailored to the report is available, while " "several views are available for others. However, two generic views are " "dedicated to reporting: the graph and pivot views." msgstr "" #: ../../content/applications/essentials/reporting.rst:20 msgid "Graph view" msgstr "" #: ../../content/applications/essentials/reporting.rst:22 msgid "" "The :ref:`graph view ` is used to visualize your " "records' data, helping you identify patterns and trends. The view is often " "found under the :guilabel:`Reporting` menu of apps but can be found " "elsewhere. Click the **graph view button** located at the top right to " "access it." msgstr "" #: ../../content/applications/essentials/reporting.rst-1 msgid "Selecting the graph view" msgstr "" #: ../../content/applications/essentials/reporting.rst:33 msgid "Pivot view" msgstr "" #: ../../content/applications/essentials/reporting.rst:35 msgid "" "The :ref:`pivot view ` is used to aggregate your " "records' data and break it down for analysis. The view is often found under " "the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the" " **pivot view button** located at the top right to access it." msgstr "" #: ../../content/applications/essentials/reporting.rst-1 msgid "Selecting the pivot view" msgstr "" #: ../../content/applications/essentials/reporting.rst:45 msgid "Choosing measures" msgstr "" #: ../../content/applications/essentials/reporting.rst:47 msgid "" "After selecting a view, you should ensure only the relevant records are " ":doc:`filtered `. Next, you should choose what is measured. By " "default, a measure is always selected. If you wish to edit it, click " ":guilabel:`Measures` and choose one or, only for pivots, multiple measures." msgstr "" #: ../../content/applications/essentials/reporting.rst:52 msgid "" "When you select a measure, Odoo aggregates the values recorded on that field" " for the filtered records. Only numerical fields (:ref:`integer " "`, :ref:`decimal `, :ref:`monetary `) " "can be measured. In addition, the :guilabel:`Count` option is used to count " "the total number of filtered records." msgstr "" #: ../../content/applications/essentials/reporting.rst:58 msgid "" "After choosing what you want to measure, you can define how the data should " "be :ref:`grouped ` depending on the dimension you want to " "analyze. By default, the data is often grouped by *Date > Month*, which is " "used to analyze the evolution of a measure over the months." msgstr "" #: ../../content/applications/essentials/reporting.rst:63 msgid "" "When you filter a single time period, the option to compare it against " "another one appears." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Using the comparison option" msgstr "" #: ../../content/applications/essentials/reporting.rst:72 msgid "Select measures" msgstr "" #: ../../content/applications/essentials/reporting.rst:74 msgid "" "Among other measures, you could add the :guilabel:`Margin` and " ":guilabel:`Count` measures to the Sales Analysis report. By default, the " ":guilabel:`Untaxed Amount` measure is selected." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Selecting different measures on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/reporting.rst:81 msgid "Group measures" msgstr "" #: ../../content/applications/essentials/reporting.rst:83 msgid "" "You could group the measures by :guilabel:`Product Category` at the level of" " rows on the previous Sales Analysis report example." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding a group on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/reporting.rst:92 msgid "Using the pivot view" msgstr "" #: ../../content/applications/essentials/reporting.rst:94 msgid "" "Grouping data is quintessential to the pivot view. It enables drilling down " "the data to gain deeper insights. While you can use the :guilabel:`Group By`" " option to quickly add a group at the level of rows, as shown in the example" " above, you can also click the plus button (:guilabel:`➕`) next to the " ":guilabel:`Total` header at the level of rows *and* columns, and then select" " one of the **preconfigured groups**. To remove one, click the minus button " "(:guilabel:`➖`)." msgstr "" #: ../../content/applications/essentials/reporting.rst:100 msgid "" "Once you have added a group, you can add new ones on the opposite axis or " "the newly created subgroups." msgstr "" #: ../../content/applications/essentials/reporting.rst:104 msgid "" "You could further divide the measures on the previous Sales Analysis report " "example by the :guilabel:`Salesperson` group at the level of columns and by " "the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / " "Office Furniture` product category." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding multiple groups on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/reporting.rst:112 msgid "" "Switch the rows and columns' groups by clicking the flip axis button " "(:guilabel:`⇄`)." msgstr "" #: ../../content/applications/essentials/reporting.rst:113 msgid "" "Click on a measure's label to sort the values by ascending (⏶) or descending" " (⏷) order." msgstr "" #: ../../content/applications/essentials/reporting.rst:114 msgid "" "Download a `.xlsx` version of the pivot by clicking the download button " "(:guilabel:`⭳`)." msgstr "" #: ../../content/applications/essentials/reporting.rst:119 msgid "Using the graph view" msgstr "" #: ../../content/applications/essentials/reporting.rst:121 msgid "Three graphs are available: the bar, line, and pie charts." msgstr "" #: ../../content/applications/essentials/reporting.rst:123 msgid "" "**Bar charts** are used to show the distribution or a comparison of several " "categories. They are especially useful as they can deal with larger data " "sets." msgstr "" #: ../../content/applications/essentials/reporting.rst:126 msgid "" "**Line charts** are useful to show changing time series and trends over " "time." msgstr "" #: ../../content/applications/essentials/reporting.rst:128 msgid "" "**Pie charts** are used to show the distribution or a comparison of a small " "number of categories when they form a meaningful whole." msgstr "" #: ../../content/applications/essentials/reporting.rst:133 msgid "Bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:138 msgid "Line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:143 msgid "Pie chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a pie chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:149 msgid "" "For **bar** and **line** charts, you can use the stacked option when you " "have at least two groups, which then appear on top of each other instead of " "next to each other." msgstr "" #: ../../content/applications/essentials/reporting.rst:154 msgid "Stacked bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked bar chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:159 msgid "Regular bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked bar chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:164 msgid "Stacked line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked line chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:169 #: ../../content/applications/essentials/reporting.rst:184 msgid "Regular line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked line chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:174 msgid "" "For **line** charts, you can use the cumulative option to sum values, which " "is especially useful to show the change in growth over a time period." msgstr "" #: ../../content/applications/essentials/reporting.rst:179 msgid "Cumulative line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Cumulative line chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Regular line chart example" msgstr "" #: ../../content/applications/essentials/search.rst:3 msgid "Search and filter records" msgstr "" #: ../../content/applications/essentials/search.rst:5 msgid "" "Odoo uses filters to include only the most relevant records depending on the" " purpose of the view you are on. However, you can edit the default filter or" " search for specific values." msgstr "" #: ../../content/applications/essentials/search.rst:11 msgid "Preconfigured filters" msgstr "" #: ../../content/applications/essentials/search.rst:13 msgid "" "You can modify the default selection of records by clicking " ":guilabel:`Filters` and selecting one or several **preconfigured filters**." msgstr "" #: ../../content/applications/essentials/search.rst:17 msgid "" "On the Sales Analysis report, only records at the sales order stage are " "selected by default. However, you could *also* include records at the " "quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could " "*only* include records from a specific year, for example *2022*, by " "selecting :menuselection:`Order Date --> 2022`." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Using preconfigured filters on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:27 msgid "" "If you select preconfigured filters from the same group (i.e., that are " "*not* separated by an horizontal line), the records can match *any* " "condition to be included. However, if you select filters from different " "groups, the records have to match *all* condition to be included." msgstr "" #: ../../content/applications/essentials/search.rst:34 msgid "Custom filters" msgstr "" #: ../../content/applications/essentials/search.rst:36 msgid "" "You can create custom filters using most fields present on the model by " "clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, " "an operator, a value, and clicking :guilabel:`Apply`." msgstr "" #: ../../content/applications/essentials/search.rst:41 msgid "" "You could *only* include records from a single salesperson on the Sales " "Analysis report, for example *Mitchell Admin*, by selecting " ":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the " "operator, and typing `Mitchell Admin` as the value." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Using a custom filter on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:50 msgid "" "If the records should *only* match one of several conditions, click " ":guilabel:`Add a condition` before applying a custom filter. If the records " "should match *all* conditions, add new custom filters instead." msgstr "" #: ../../content/applications/essentials/search.rst:57 msgid "Search for values" msgstr "" #: ../../content/applications/essentials/search.rst:59 msgid "" "You can use the search field to quickly look for specific values and add " "them as a filter. Either type the full value you are searching for and " "select the desired field, or type a part of the value, click the dropdown " "button (:guilabel:`⏵`) before the chosen field, and select the exact value " "you are looking for." msgstr "" #: ../../content/applications/essentials/search.rst:65 msgid "" "Instead of adding a custom filter to select records where *Mitchell Admin* " "is the salesperson on the Sales Analysis report, you could search for " "`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search" " Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Searching for a specific value on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:75 msgid "" "Using the search field is equivalent to using the *contains* operator when " "adding a custom filter. If you enter a partial value and directly select the" " desired field, *all* records containing the characters you typed for the " "selected field will be included." msgstr "" #: ../../content/applications/essentials/search.rst:82 msgid "Group records" msgstr "" #: ../../content/applications/essentials/search.rst:84 msgid "" "You can click :guilabel:`Group By` below the search field to cluster records" " together according to one of the **preconfigured groups**." msgstr "" #: ../../content/applications/essentials/search.rst:88 msgid "" "You could group the records by salesperson on the Sales Analysis report by " "clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No " "records are filtered out." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Grouping records on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:95 msgid "" "You can **customize groups** by using a wide selection of fields present on " "the model. To do so, click :menuselection:`Group By --> Add Custom Group`, " "select a field, and click :guilabel:`Apply`." msgstr "" #: ../../content/applications/essentials/search.rst:99 msgid "" "You can use several groups at the same time. The first group you select is " "the main cluster, the next one you add further divides the main group's " "categories, and so on." msgstr ""