Odoo Translation Bot
16555 lines
685 KiB
Plaintext
16555 lines
685 KiB
Plaintext
# SOME DESCRIPTIVE TITLE.
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# Copyright (C) Odoo S.A.
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# This file is distributed under the same license as the Odoo package.
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# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
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#
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# Translators:
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# John An <johnxan@163.com>, 2023
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# scott lai, 2023
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# 何彬 <vnsoft.he@gmail.com>, 2023
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# fausthuang, 2023
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# mrshelly <mrshelly@hotmail.com>, 2023
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# snow wang <147156565@qq.com>, 2023
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# 稀饭~~ <wangwhai@qq.com>, 2023
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# Martin Trigaux, 2023
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# diaojiaolou <124412206@qq.com>, 2023
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# liAnGjiA <liangjia@qq.com>, 2023
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# Datasource International <Hennessy@datasourcegroup.com>, 2023
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# Mandy Choy <mnc@odoo.com>, 2023
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# Emily Jia <eji@odoo.com>, 2023
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# Gary Wei <Gary.wei@elico-corp.com>, 2023
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# Jeffery CHEN <jeffery9@gmail.com>, 2023
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# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023
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# Wil Odoo, 2023
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# Chloe Wang, 2024
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# 阿隆 <zhongqilong001@gmail.com>, 2024
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#
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#, fuzzy
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msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-12-21 13:43+0000\n"
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"PO-Revision-Date: 2023-11-08 08:57+0000\n"
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"Last-Translator: 阿隆 <zhongqilong001@gmail.com>, 2024\n"
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"Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n"
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"MIME-Version: 1.0\n"
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"Content-Type: text/plain; charset=UTF-8\n"
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"Content-Transfer-Encoding: 8bit\n"
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"Language: zh_CN\n"
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"Plural-Forms: nplurals=1; plural=0;\n"
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#: ../../content/applications/sales.rst:5
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#: ../../content/applications/sales/sales.rst:8
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msgid "Sales"
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msgstr "销售"
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#: ../../content/applications/sales/crm.rst:8
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msgid "CRM"
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msgstr "客户关系管理系统"
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#: ../../content/applications/sales/crm.rst:10
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msgid ""
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"**Odoo CRM** helps you organize your sales activities: track leads, close "
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"opportunities and get accurate forecasts. Keep opportunities organized with "
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"the pipeline and manage your day-to-day activities with meetings and next "
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"activities."
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msgstr ""
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"**Odoo CRM **助您组织销售活动：跟踪潜在客户、关闭机会并获得准确的预测。利用管道组织机会，并通过会议和后续活动管理您的日常活动。"
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#: ../../content/applications/sales/crm.rst:15
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msgid "`Odoo Tutorials: CRM <https://www.odoo.com/slides/crm-16>`_"
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msgstr "`Odoo 教程: CRM <https://www.odoo.com/slides/crm-16>`_"
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#: ../../content/applications/sales/crm/acquire_leads.rst:5
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msgid "Acquire leads"
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msgstr "获取销售线索"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:3
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msgid "Convert leads into opportunities"
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msgstr "销售线索转换商机"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:5
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msgid ""
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"The system can generate leads instead of opportunities, in order to add a "
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"qualification step before converting a *Lead* into an *Opportunity* and "
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"assigning to the right sales people."
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msgstr "系统可生成销售线索而不是商机，以便在将 *线索* 转化为 *商机* 之前增加一个资格鉴定步骤，并分配给适当的销售人员。"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:9
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msgid ""
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"You can activate this mode from the CRM Settings. It applies to all your "
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"sales channels by default. But you can make it specific for specific "
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"channels from their configuration form."
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msgstr "你可从CRM设置启用这一模式。它默认适用于你的所有销售渠道。但可从配置表单将它设置为适用于特定渠道。"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:14
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#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10
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#: ../../content/applications/sales/crm/optimize/gamification.rst:11
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#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9
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#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44
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#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12
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#: ../../content/applications/sales/point_of_sale/configuration.rst:6
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#: ../../content/applications/sales/point_of_sale/employee_login.rst:13
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:11
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17
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#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12
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#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17
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#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16
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#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9
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#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12
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#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:52
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#: ../../content/applications/sales/point_of_sale/restaurant.rst:20
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#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10
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#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10
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#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11
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#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10
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#: ../../content/applications/sales/rental.rst:20
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#: ../../content/applications/sales/sales/invoicing/proforma.rst:14
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#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13
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#: ../../content/applications/sales/sales/products_prices/products/variants.rst:34
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#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24
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#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14
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#: ../../content/applications/sales/subscriptions/closing.rst:31
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#: ../../content/applications/sales/subscriptions/upselling.rst:25
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msgid "Configuration"
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msgstr "配置"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:16
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msgid ""
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"For this feature to work, go to :menuselection:`CRM --> Configuration --> "
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"Settings` and activate the *Leads* feature."
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msgstr "要此功能正常运作，请转到菜单选择：:menuselection:`CRM --> 配置 --> 设置`并激活 *销售线索* 功能。"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:22
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msgid ""
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"You will now have a new submenu *Leads* under *Leads* where they will "
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"aggregate."
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msgstr "现在，您将在 *销售线索* 下有一个新的子菜单 *销售线索* ，这些子菜单将汇总它们。"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:29
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msgid "Convert a lead into an opportunity"
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msgstr "将销售线索转换为商机"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:31
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msgid ""
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"When you click on a *Lead* you will have the option to convert it to an "
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"opportunity and decide if it should still be assigned to the same "
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"channel/person and if you need to create a new customer."
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msgstr "当您单击 *销售线索* 时，您可以选择将其转换为商机，并决定是否仍应将其分配给相同的渠道/人员以及是否需要创建新客户。"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:38
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msgid ""
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"If you already have an opportunity with that customer Odoo will "
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"automatically offer you to merge with that opportunity. In the same manner, "
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"Odoo will automatically offer you to link to an existing customer if that "
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"customer already exists."
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msgstr ""
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"如果您已经有了该客户的记录，Odoo将自动为您提供与该记录合并的商机。 以相同的方式，Odoo将自动为您提供链接到现有客户（如果该客户已经存在）。"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:44
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msgid "Merge opportunities"
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msgstr "合并商机"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:46
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msgid ""
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"Odoo will also automatically propose to merge opportunities if they have the"
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" same email address. When merging opportunities, Odoo merges the information"
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" into the opportunity which was created first, giving priority to the "
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"information present on the first opportunity."
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msgstr "如果不同商机的邮件地址相同，Odoo将自动建议合并商机。在合并商机时，Odoo将信息合并到首先创建的商机，首个商机中呈现的信息优先。"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:51
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msgid ""
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"No information is lost: data from the other opportunity is logged in the "
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"chatter and the information fields for easy access."
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msgstr "不丢失任何信息：其他商机中的数据将记录在沟通栏和信息字段中，方便访问。"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:57
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msgid ""
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"Would you find a duplicate yourself, ...you can also merge opportunities or "
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"leads even if the system doesn't propose it."
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msgstr "如果你发现重复内容，即使系统并未提示，你也可自行合并商机或线索。"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:60
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msgid ""
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"Here’s how, from the list view. Select the opportunities or leads you want "
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"to merge and the action button will appear. Then, you can select merge."
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msgstr "以下是在列表视图下的具体操作方法。选择想要合并的商机或线索，页面将出现操作按钮。然后，你可选择合并。"
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#: ../../content/applications/sales/crm/acquire_leads/convert.rst:67
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msgid "It is also possible to merge more than 2 opportunities or leads."
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msgstr "你也可以合并2个以上商机或线索。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3
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msgid "Generate leads/opportunities"
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msgstr "产生潜在客户/机会"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:5
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msgid ""
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"Two key ways to generate new leads or opportunities for your business are "
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"through email aliases and website contact forms. Odoo automatically creates "
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"leads in your CRM whenever someone sends a message to a Sales Team email "
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"alias or fills out a contact form on your website."
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msgstr ""
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"为您的企业创造新潜在客户或机会的两种主要方法是通过电子邮件别名和网站联系表单。每当有人向销售团队电子邮件别名发送消息或在您的网站上填写联系表单时，Odoo都会在您的CRM中自动创建潜在客户。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:10
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msgid "Configure email aliases"
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msgstr "配置电子邮件别名"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:12
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msgid ""
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"Each Sales Team can use its own unique email alias to generate "
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"leads/opportunities. Any email sent to a Sales Team's email alias will "
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"automatically create a lead (if leads are activated in your CRM settings) or"
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" an opportunity in the pipeline for that particular team. Configure custom "
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"email aliases on the configuration page for each Sales Team by navigating to"
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" :menuselection:`CRM --> Configuration --> Sales Teams`."
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msgstr ""
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"销售团队可以使用自己独特的电子邮件地址别名来生成潜在客户/销售机会。发送至销售团队电子邮件地址别名的电子邮件将自动为销售团队创建潜在客户（需在CRM设置中激活潜在客户）或销售机会。跳转至：菜单选择：`CRM-->配置-->销售团队`，在配置页面上为销售团队配置自定义电子邮件地址别名。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Configuring Sales Teams"
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msgstr "配置销售团队"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23
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msgid "Use Contact Forms on your website"
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msgstr "在您的网站上使用联系表格"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:25
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msgid ""
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"By default, your website's *Contact Us* page displays Odoo's ready-to-use "
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"Contact Form. Whenever someone submits this form, a lead or an opportunity "
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"is generated in your database."
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msgstr "在默认情况下，您网站的“联系我们”页面会显示随时可用Odoo联系人表单。有人提交表单后，会在您的数据库中生成潜在客户或销售机会。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Default Contact Us page"
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msgstr "默认的“联系我们”页面"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:32
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msgid ""
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"The Contact Form can be activated or deactivated at any time by going to "
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":menuselection:`Website --> Go to Website --> Customize --> Contact Form`."
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msgstr "联系人表单可以随时激活或停用，方法是转到：menuselection：`网站 --> 转到网站 --> 自定义 -->联系表单`。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Contact Form toggle"
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msgstr "联系人表单切换"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:39
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msgid ""
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"When the Form is deactivated, the *Contact Us* page simply displays a button"
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" to email your company directly. Any email sent this way will generate a "
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"lead/opportunity."
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msgstr "如果停用表单，“联系我们”页面只显示一个按钮，用于直接向您公司发送电子邮件。以这种方式发送的电子邮件将生成潜在客户/销售机会。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Contact Us Page using email"
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msgstr "“联系我们”页面使用电子邮件"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:46
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msgid ""
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"Choose which Sales Team or salesperson is automatically assigned to the "
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"leads/opportunities created from the Contact Form by going to "
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":menuselection:`Website --> Configuration --> Settings --> Communication`."
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msgstr "跳转至：菜单选择：`网站-->配置-->设置-->通信`，选择为联系人表单创建的潜在客户/销售机会分配的销售团队或销售人员。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Contact Form settings"
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msgstr "联系人表单设置"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55
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msgid "Customize Contact Forms"
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msgstr "定制联系人表单"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:57
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msgid ""
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"Contact Forms can be customized for the specific information your team "
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"needs, using the free *Form Builder* module."
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msgstr "您可以使用免费的*表单创建*模块，根据团队需要的特定信息定制联系人表单。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:60
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msgid ""
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"The *Form Builder* module is installed automatically when a Form element is "
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"added to a web page via the Website Builder. It can also be installed "
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"manually from the :guilabel:`Apps` page."
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msgstr "通过网站创建模块将表单元素添加至网页，自动安装“表单创建”模块。也可以在guilabel：`应用程序`页面手动安装。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
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msgid "Form Builder building blocks"
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msgstr "表单创建的创建块"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:68
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msgid ""
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"Forms can be created from scratch to serve a wide variety of purposes. "
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"However, Odoo's default *Contact Us* page is designed to fit most users' "
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"needs. Start with the default form and modify from there."
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msgstr "可以从零开始创建表单，以满足多种用途。Odoo的默认*联系我们*页面旨在满足大多数用户的需求，您可以直接修改默认表单。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:73
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msgid "Edit Contact Form fields"
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msgstr "编辑联系人表单字段"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:75
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msgid ""
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"In Edit mode on your website, click on any field to start editing it. The "
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"following information can be edited for each field on the Contact Form:"
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msgstr "在网站的编辑模式下，单击任何字段即可进行编辑。可以为联系人表单字段编辑以下信息："
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:78
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msgid ""
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":guilabel:`Type`: Choose a custom field option or an existing field. "
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"Examples include phone, file upload, language, etc."
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msgstr ":guilabel：`类别`：选择自定义字段选项或现有字段。包括电话、文件上传、语言等。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:80
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msgid ""
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":guilabel:`Input Type`: Determine the type of entry customers should input. "
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"Available options are text,email, telephone, and URL."
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msgstr ":guilabel：`输入类别`：确定客户需输入的条目类别。包括文字、电子邮件地址、电话和URL。"
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#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:82
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msgid ""
|
||
":guilabel:`Input Placeholder`: Type in an example to guide users how to "
|
||
"input information where formatting is important, such as a phone number or "
|
||
"email address."
|
||
msgstr ":guilabel：`输入占位符`：输入示例，指导用户如何输入有格式要求的信息，如电话和电子邮件地址。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:84
|
||
msgid ""
|
||
":guilabel:`Label Name`: Type in the display name to show users what "
|
||
"information is needed from them."
|
||
msgstr ":guilabel：`标签名称`：输入显示名称，以便向用户显示需要输入的信息。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:86
|
||
msgid ""
|
||
":guilabel:`Label Position`: Choose the way the label is aligned with the "
|
||
"rest of the form. The label can be hidden, above the field, to the far left "
|
||
"of the field, or right adjusted and closer to the field."
|
||
msgstr ":guilabel：`标签位置`：选择标签与表单其余部分对齐的方式。标签可以隐藏、位于字段上方、字段最左边、或向右调整并靠近字段。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:89
|
||
msgid ""
|
||
":guilabel:`Required`: Toggle this option for information that you absolutely"
|
||
" need entered."
|
||
msgstr ":guilabel：`必填`：对于必须输入的信息，使用此选项。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:90
|
||
msgid ""
|
||
":guilabel:`Hidden`: Toggle this option to hide the field without deleting "
|
||
"it."
|
||
msgstr ":guilabel：`隐藏`：使用此选项，隐藏而非删除字段。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:91
|
||
msgid ""
|
||
":guilabel:`Shown on Mobile`: Toggle this option to show the field to users "
|
||
"on mobile devices."
|
||
msgstr ":guilabel：`在移动设备上显示`：使用此选项，在用户的移动设备上显示字段。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1
|
||
msgid "Editable field options"
|
||
msgstr "可编辑的字段选项"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:97
|
||
msgid ""
|
||
"By default, when a Form is submitted, it sends you an email with the "
|
||
"customer's inputted information. To have it automatically generate a "
|
||
"lead/opportunity instead, edit the Form and select :guilabel:`Create an "
|
||
"Opportunity` as the Action."
|
||
msgstr ""
|
||
"在默认情况下，提交表单时，会向您发送包含客户输入信息的电子邮件。如果希望自动生成潜在客户/销售机会，请编辑表单并选择：guilabel：`创建销售机会'作为动作指令。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:102
|
||
msgid ""
|
||
"If leads are activated in your CRM settings, selecting :guilabel:`Create an "
|
||
"Opportunity` generates a lead instead. To learn more about activating leads "
|
||
"in the CRM settings, head over to :doc:`convert`."
|
||
msgstr ""
|
||
"如果在CRM设置中激活了潜在客户，请选择：guilabel：`创建销售机会'，以生成潜在客户。了解有关在CRM设置中激活潜在客户的更多信息，请跳转至：doc：`转换`。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3
|
||
msgid "Lead mining"
|
||
msgstr "线索挖掘"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5
|
||
msgid ""
|
||
"Lead mining is a feature that allows CRM users to generate new leads "
|
||
"directly into their Odoo database. To ensure lead qualification, lead mining"
|
||
" output is determined by a variety of filtering criteria, such as the "
|
||
"country, the company size, and the industry."
|
||
msgstr ""
|
||
"商机挖掘是一项新建商机的功能，可以由CRM模块用户直接向其Odoo数据库中创建新商机。为确保商机合格，商机挖掘的输出由多种过滤条件进行判断，比如国家、公司规模以及行业等。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12
|
||
msgid ""
|
||
"To get started, go to :menuselection:`CRM --> Configuration --> Settings` "
|
||
"and activate :guilabel:`Lead Mining`."
|
||
msgstr "开始请前往菜单选项 ：`CRM --> 配置 --> 设置` 并激活：用户界面标签`商机挖掘`."
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid "Activate lead mining in Odoo CRM settings."
|
||
msgstr "在Odoo CRM设置中启用商机挖掘功能."
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20
|
||
msgid "Generate leads"
|
||
msgstr "创建商机"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22
|
||
msgid ""
|
||
"After the :guilabel:`Lead Mining` setting is activated, a new button called "
|
||
":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` "
|
||
"pipeline. Lead mining requests are also available through "
|
||
":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through "
|
||
":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate "
|
||
"Leads` button is also available."
|
||
msgstr ""
|
||
"标签‘商机挖掘’ 设置启用后，在CRM模块中会出现一个标识为‘新建商机’ 的可用按钮。发起商机挖掘请求可通过菜单选项：`CRM --> 配置 --> "
|
||
"商机挖掘请求`，或者：`CRM --> 商机 --> 商机` 下的 `新建商机` 按钮。 "
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid "The Generate Leads button to use the lead mining feature."
|
||
msgstr "用于使用商机挖掘模块功能的‘新建商机’按钮。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32
|
||
msgid ""
|
||
"Click on the :guilabel:`Generate Leads` button, and a window will appear "
|
||
"offering a variety of criteria by which to generate leads."
|
||
msgstr "点击标签‘新建商机’，会出现一个带各种条件选项的窗口。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid ""
|
||
"The pop-up window with the selection criteria in order to generate leads in "
|
||
"Odoo."
|
||
msgstr "这个带条件选项的弹窗用于在Odoo中新建商机。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39
|
||
msgid ""
|
||
"Choose to generate leads for :guilabel:`Companies` to get company "
|
||
"information only, or choose :guilabel:`Companies and their Contacts` to get "
|
||
"company information as well as individual employee contact information. When"
|
||
" targeting :guilabel:`Companies and their Contacts`, there is an option to "
|
||
"filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`."
|
||
msgstr ""
|
||
"选择`公司` "
|
||
"条件选项，则新建商机时只带出公司信息；若选择`公司和联系方式`，则带出公司信息以及其联系人的联系方式信息，此选项下有可选标签`角色`、`职级` "
|
||
"用于筛选联系信息。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44
|
||
msgid "Additional filtering options include:"
|
||
msgstr "其他筛选选项包括："
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46
|
||
msgid ""
|
||
":guilabel:`Size`: filter leads based on the number of employees at the "
|
||
"company"
|
||
msgstr "`公司规模` ：基于该公司员工数进行筛选"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47
|
||
msgid ""
|
||
":guilabel:`Countries`: filter leads based on the country (or countries) they"
|
||
" are located in"
|
||
msgstr "`国家`：基于该公司所在国进行筛选"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48
|
||
msgid ""
|
||
":guilabel:`States`: further filter leads based on the state they are located"
|
||
" in, if applicable"
|
||
msgstr "`州/省`：如有，从该公司所在的州/省进行筛选"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49
|
||
msgid ""
|
||
":guilabel:`Industries`: filter leads based on the specific industry they "
|
||
"work in"
|
||
msgstr "`行业`：基于该公司所从事的行业进行筛选"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50
|
||
msgid ""
|
||
":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned "
|
||
"to"
|
||
msgstr "`销售团队`：选择商机分派给哪个销售团队"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51
|
||
msgid ""
|
||
":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads "
|
||
"will be assigned to"
|
||
msgstr "`销售人员`：选择商机分派给哪个销售人员"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52
|
||
msgid ""
|
||
":guilabel:`Default Tags`: choose which tags are applied directly to the "
|
||
"leads once found"
|
||
msgstr "`缺省标签`：选择在发现商机时适用哪个标签"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55
|
||
msgid ""
|
||
"Make sure to be aware of the latest EU regulations when receiving contact "
|
||
"information. Get more information about the General Data Protection "
|
||
"Regulation on `Odoo GDPR <http://odoo.com/gdpr>`_."
|
||
msgstr ""
|
||
"在接收联系方式信息时，确保已明晰最新的欧盟相关法规。更多关于欧盟《通用数据保护条例》的信息，请参考`Odoo GDPR "
|
||
"<http://odoo.com/gdpr>`_。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36
|
||
msgid "Pricing"
|
||
msgstr "价格"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61
|
||
msgid ""
|
||
"Lead mining is an *In-App Purchase* feature and each generated lead costs "
|
||
"one credit."
|
||
msgstr "商机挖掘是一个*In-App Purchase（APP 付费）* 的功能，每一条创建的商机消耗1个信用分。"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63
|
||
msgid ""
|
||
"Choosing to generate :guilabel:`Companies and their Contacts` costs one "
|
||
"additional credit for each contact generated."
|
||
msgstr "选择`公司和联系方式` 新建商机，每一条将额外消耗1个信用分"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67
|
||
msgid ""
|
||
"See here for full pricing information: `Lead Generation by Odoo IAP "
|
||
"<https://iap.odoo.com/iap/ in-app-services/167?>`_."
|
||
msgstr ""
|
||
"此处查看完整价目信息： `Lead Generation by Odoo IAP <https://iap.odoo.com/iap/ in-app-"
|
||
"services/167?>`_."
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70
|
||
msgid ""
|
||
"To buy credits, navigate to :menuselection:`CRM --> Configuration --> "
|
||
"Settings`. In the :guilabel:`Lead Generation` section, under the "
|
||
":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`."
|
||
msgstr ""
|
||
"购买信用分，请转至菜单选项：`CRM --> 配置 --> 设置`. 在`商机挖掘`功能下的 `商机创建` 标签区域，点击 `购买信用` ."
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid "Buy credits from the lead mining settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78
|
||
msgid ""
|
||
"Credits may also be purchased by navigating to the :menuselection:`Settings "
|
||
"--> General Settings`. In the :guilabel:`In-App Purchases` section, under "
|
||
"the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1
|
||
msgid "Buy credits in the Odoo IAP settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88
|
||
msgid ""
|
||
"Users of Odoo Online (SaaS) Enterprise automatically have free trial credits"
|
||
" in their database to test any IAP features."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92
|
||
msgid ":doc:`../../../general/in_app_purchase`"
|
||
msgstr ":doc:`../../../general/in_app_purchase`"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3
|
||
msgid "Create and send quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5
|
||
msgid ""
|
||
"Once a qualified lead has been converted into an opportunity, the next step "
|
||
"is to create and deliver a quotation. This process can be easily handled "
|
||
"through Odoo's *CRM* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9
|
||
msgid "Create a new quotation"
|
||
msgstr "创建新报价单"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:11
|
||
msgid ""
|
||
"To create a new quotation, open the :menuselection:`CRM app`, revealing the "
|
||
":guilabel:`Pipeline` page on the main *CRM* dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14
|
||
msgid ""
|
||
"From here, click on any opportunity to open it. Review the existing "
|
||
"information and update any fields, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:18
|
||
msgid ""
|
||
"If a quotation has already been created for this opportunity, it can be "
|
||
"found by clicking on the :guilabel:`Quotations` smart button at the top of "
|
||
"the top of the form. The number of existing quotations is listed on the "
|
||
"smart button, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:22
|
||
msgid ""
|
||
"At the top-left of the form, click the :guilabel:`New Quotation` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1
|
||
msgid "Qualified lead form with New Quotation button emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:29
|
||
msgid ""
|
||
"The :guilabel:`Customer` field is **not** required on the opportunity form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:31
|
||
msgid ""
|
||
"However, customer information must be added or linked before a quotation can"
|
||
" be sent. If the :guilabel:`Customer` field is left blank on the "
|
||
"opportunity, clicking the :guilabel:`New Quotation` button opens a pop-up "
|
||
"window with the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:35
|
||
msgid ""
|
||
":guilabel:`Create a new customer`: creates a new customer record, using any "
|
||
"available information provided on the opportunity form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:37
|
||
msgid ""
|
||
":guilabel:`Link to an existing customer`: opens a drop-down field with "
|
||
"existing customer names. Select a name to link this new quotation to an "
|
||
"existing customer record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:39
|
||
msgid ""
|
||
":guilabel:`Do not link to a customer`: the quotation will **not** be linked "
|
||
"to a customer, and no changes are made to the customer information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:42
|
||
msgid ""
|
||
"Once this button is clicked, a new quotation form appears. Confirm the "
|
||
"information in the top half of the form, and update any missing or incorrect"
|
||
" fields:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:45
|
||
msgid ""
|
||
":guilabel:`Customer`: the company or contact for whom this quotation was "
|
||
"created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:46
|
||
msgid ""
|
||
":guilabel:`Referrer`: if this customer was referred by another customer or "
|
||
"contact, select it from the drop-down menu in this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:48
|
||
msgid ""
|
||
":guilabel:`Invoice Address`: physical address where the invoice should be "
|
||
"sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:49
|
||
msgid ""
|
||
":guilabel:`Delivery Address`: physical address where any products should be "
|
||
"delivered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:50
|
||
msgid ""
|
||
":guilabel:`Quotation Template`: if applicable, select a pre-configured "
|
||
":doc:`quotation template "
|
||
"</applications/sales/sales/send_quotations/quote_template>` from this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:52
|
||
msgid ":guilabel:`Expiration`: date when this quotation is no longer valid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:53
|
||
msgid ""
|
||
":guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation"
|
||
" date of confirmed orders. Note that this field is only visible if "
|
||
":doc:`Developer mode (debug mode) </applications/general/developer_mode>` is"
|
||
" active."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:56
|
||
msgid ""
|
||
":guilabel:`Recurring Plan`: if this quotation is for a recurring product or "
|
||
"subscription, select the recurring plan configuration to be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:58
|
||
msgid ":guilabel:`Pricelist`: select a pricelist to be applied to this order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:59
|
||
msgid ""
|
||
":guilabel:`Payment Terms`: select any applicable payment terms for this "
|
||
"quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:66
|
||
msgid ""
|
||
"The :guilabel:`Expiration` field automatically populates based on the "
|
||
"creation date of the quotation, and the default validity time frame."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:69
|
||
msgid ""
|
||
"To update the default validity time frame, navigate to :menuselection:`Sales"
|
||
" app --> Configuration --> Settings --> Quotations & Orders` and update the "
|
||
":guilabel:`Default Quotation Validity` field. To disable automatic "
|
||
"expiration, enter `0` in this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:73
|
||
msgid "When the desired changes are complete, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:75
|
||
msgid ""
|
||
"When using a quotation template, the expiration date is based off of the "
|
||
":guilabel:`Quotation Validity` field on the template. To alter the validity "
|
||
"date computation on a template, go to :menuselection:`Sales app --> "
|
||
"Configuration --> Sales Orders --> Quotation Templates`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:79
|
||
msgid ""
|
||
"Then, click on a template to open it, and update the number in the "
|
||
":guilabel:`Quotation Validity` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:83
|
||
msgid "Order lines"
|
||
msgstr "订单行"
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:85
|
||
msgid ""
|
||
"After updating the customer, payment, and deadline information on the new "
|
||
"quotation, the :guilabel:`Order Lines` tab can be updated with the "
|
||
"appropriate product information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:88
|
||
msgid ""
|
||
"To do that, click :guilabel:`Add a product` in the :guilabel:`Order Lines` "
|
||
"tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:90
|
||
msgid ""
|
||
"Next, type the name of an item into the :guilabel:`Product` field to search "
|
||
"through the product catalog. Then, select a product from the drop-down menu,"
|
||
" or create a new one by selecting :guilabel:`Create` or :guilabel:`Create "
|
||
"and Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:94
|
||
msgid ""
|
||
"After selecting a product, update the :guilabel:`Quantity`, if necessary. "
|
||
"Confirm the information in the remaining fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:97
|
||
msgid ""
|
||
"To remove a line from the quotation, click the :guilabel:`🗑️ (trash can)` "
|
||
"icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:99
|
||
msgid "Repeat the steps above until the quotation is complete."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:102
|
||
msgid "Preview and send quotation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:104
|
||
msgid ""
|
||
"To see a preview of the quotation as the customer will see it, click the "
|
||
":guilabel:`Preview` button. Doing so opens a preview in the "
|
||
":guilabel:`Customer Portal`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:107
|
||
msgid ""
|
||
"After reviewing the customer preview, click :guilabel:`Return to edit mode` "
|
||
"to return to the quotation form in the backend."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:110
|
||
msgid ""
|
||
"When the quotation is ready to deliver to the customer, click the "
|
||
":guilabel:`Send by Email` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:112
|
||
msgid ""
|
||
"Doing so opens a pop-up window with a pre-configured email message. "
|
||
"Information from the quotation, including the contact information, total "
|
||
"cost, and quotation title are be imported from the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:116
|
||
msgid "A PDF of the quotation is added as an attachment to the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:119
|
||
msgid ""
|
||
"A pre-loaded template is used to create the email message. To alter the "
|
||
"template, click the internal link to the right of the :guilabel:`Load "
|
||
"template` field, located at the bottom of the email pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:123
|
||
msgid ""
|
||
"To select a new template, select an option from the :guilabel:`Load "
|
||
"template` drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:125
|
||
msgid ""
|
||
"Proceed to make any necessary changes to the email, then click "
|
||
":guilabel:`Send`. A copy of the message is added to the *Chatter* of the of "
|
||
"the record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:128
|
||
msgid ""
|
||
"After a quotation is sent, the originating opportunity's "
|
||
":guilabel:`Quotations` smart button updates with a new count. This "
|
||
"quotation, and all other quotations can be accessed through this smart "
|
||
"button at the top of the opportunity in the *CRM* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:132
|
||
msgid ""
|
||
"Any quotations attached to the opportunity that are confirmed, and have "
|
||
"therefore been converted to sales orders, will be deducted from the number "
|
||
"listed on the :guilabel:`Quotations` smart button. Instead, the value of the"
|
||
" sales order will appear in the :guilabel:`Orders` smart button located in "
|
||
"the same control panel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:138
|
||
msgid ""
|
||
"`Quotation templates "
|
||
"</applications/sales/sales/send_quotations/quote_template/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:139
|
||
msgid ""
|
||
"`Optional products "
|
||
"</applications/sales/sales/send_quotations/optional_products/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:140
|
||
msgid ""
|
||
"`Quotation deadlines </applications/sales/sales/send_quotations/deadline/>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:143
|
||
msgid "Mark an opportunity won or lost"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:145
|
||
msgid ""
|
||
"In order to keep the pipeline up to date and accurate, opportunities need to"
|
||
" be identified as *won* or *lost* once a customer has responded to a "
|
||
"quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:148
|
||
msgid ""
|
||
"To mark an opportunity as *won* or *lost*, return to the opportunity using "
|
||
"the breadcrumbs at the top-left of the quotation form. Or navigate to "
|
||
":menuselection:`CRM app --> Sales --> My Pipeline` and click on the correct "
|
||
"opportunity to open it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:152
|
||
msgid ""
|
||
"At the top-left of the form, click on either the :guilabel:`Won` or "
|
||
":guilabel:`Lost` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:154
|
||
msgid ""
|
||
"If the opportunity is marked *won*, a green :guilabel:`Won` banner is added "
|
||
"to the record, and it is moved to the :guilabel:`Won` stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:157
|
||
msgid ""
|
||
"Marking an opportunity as *lost*, via the :guilabel:`Lost` button opens a "
|
||
":guilabel:`Mark Lost` pop-up window, where a :guilabel:`Lost Reason` can be "
|
||
"entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:160
|
||
msgid ""
|
||
"From the :guilabel:`Lost Reason` drop-down field, choose an existing lost "
|
||
"reason. If no applicable reason is available, create a new one by entering "
|
||
"it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:165
|
||
msgid ""
|
||
"It's best practice to try and use pre-configured :guilabel:`Lost Reason` "
|
||
"values as much as possible or to limit the creation of new values only to "
|
||
"sales team leads. Using consistent values for this parameter will make "
|
||
"pipeline analysis easier and more accurate when filtering for the "
|
||
":guilabel:`Lost Reason` parameter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:170
|
||
msgid ""
|
||
"To set up new values for this field, navigate to :menuselection:`CRM --> "
|
||
"Configuration --> Lost Reasons`, and click both :guilabel:`New`and "
|
||
":guilabel:`Save` for each new entry added to the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:174
|
||
msgid ""
|
||
"Additional notes and comments can be added in the :guilabel:`Closing Note` "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:176
|
||
msgid ""
|
||
"When all the desired information has been entered in the :guilabel:`Mark "
|
||
"Lost` pop-up window, click :guilabel:`Mark as Lost`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:179
|
||
msgid ""
|
||
"Upon clicking :guilabel:`Mark as Lost`, the pop-up window disappears, and "
|
||
"Odoo returns to the opportunity form, where a new red :guilabel:`Lost` "
|
||
"banner is now present in the upper-right corner of the opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:183
|
||
msgid ""
|
||
"Once an opportunity is marked as *lost*, it is no longer considered active, "
|
||
"and it is removed from the pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:186
|
||
msgid ""
|
||
"In order to view a *lost* opportunity from the pipeline, click the "
|
||
":guilabel:`down arrow icon` to the right of the search bar, and select "
|
||
"either :guilabel:`Lost` or :guilabel:`Archived` from the drop-down menu that"
|
||
" appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:191
|
||
msgid ""
|
||
"While opportunities that have been marked as *lost* are considered "
|
||
"*Archived*, be advised that, in order for an opportunity to be included as "
|
||
"*lost* in reporting, it **must** be specifically marked as *lost*, not "
|
||
"*Archived*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:196
|
||
msgid ""
|
||
"`Manage lost opportunities "
|
||
"</applications/sales/crm/pipeline/lost_opportunities>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize.rst:5
|
||
msgid "Optimize your Day-to-Day work"
|
||
msgstr "优化您的日常工作"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:3
|
||
msgid "How to motivate and reward my salespeople?"
|
||
msgstr "如何激励和奖励我的销售人员？"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:5
|
||
msgid ""
|
||
"Challenging your employees to reach specific targets with goals and rewards "
|
||
"is an excellent way to reinforce good habits and improve your salespeople "
|
||
"productivity. The Gamification module gives you simple and creative ways to "
|
||
"motivate and evaluate your employees with real-time recognition and badges "
|
||
"inspired by game mechanics."
|
||
msgstr ""
|
||
"激励员工以实现目标和奖励达到特定目标是增强良好销售习惯和提高销售人员生产率的绝佳方法。 "
|
||
"游戏化模块通过实时识别和受游戏机制启发的徽章，为您提供了简单而富有创意的方式来激励和评估您的员工。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:13
|
||
msgid ""
|
||
"Install the *Gamification* module, or the *CRM gamification* one, which adds"
|
||
" some useful data (goals and challenges) that can be used on *CRM/Sale*."
|
||
msgstr "安装 *游戏化* 模块或 *CRM游戏化* 模块，添加了一些可用于 *CRM /销售* 的有用数据（如目标和挑战）。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid "View of the gamification module being installed in Odoo"
|
||
msgstr "Odoo中游戏化模块的视图"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:21
|
||
msgid "Create a challenge"
|
||
msgstr "创建一个挑战"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:23
|
||
msgid ""
|
||
"Now, create your first challenge by going to :menuselection:`Settings --> "
|
||
"Gamification Tools --> Challenges`."
|
||
msgstr "现在，创建您的第一个挑战，通过 :menuselection:`设定 --> 游戏化工具 --> 挑战` 。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:27
|
||
msgid ""
|
||
"As the gamification tool is a one-time technical setup, you need to activate"
|
||
" the technical features in order to access the configuration. To do so, go "
|
||
"to *Settings* and *Activate the developer mode*."
|
||
msgstr "由于游戏化工具是一次性的技术设置，因此您需要激活技术功能才能访问配置。 为此，请转到 *设定* 和 *激活开发人员模式* 。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid "View if the gamification tools menu in Odoo Settings"
|
||
msgstr "Odoo设置中游戏化工具菜单的视图"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:35
|
||
msgid ""
|
||
"A challenge is a mission that you send to your sales team. It can include "
|
||
"one or several goals, set for a specific period of time. Configure your "
|
||
"challenge as follows:"
|
||
msgstr "挑战是您发送给销售团队的任务。 它可以包括为特定时间段设置的一个或多个目标。 如下配置您的挑战："
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:38
|
||
msgid "Assign the salespeople to be challenged;"
|
||
msgstr "指派给受挑战的销售人员;"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:39
|
||
msgid "Assign a responsible;"
|
||
msgstr "指派负责人；"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:40
|
||
msgid "Set up the periodicity along with the start and the end date;"
|
||
msgstr "设置周期以及开始和结束日期；"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:41
|
||
msgid "Select your goals;"
|
||
msgstr "选择你的目标;"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:42
|
||
msgid "Set up your rewards (badges)."
|
||
msgstr "设置您的奖励（徽章）。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:45
|
||
msgid ""
|
||
"Badges are granted when a challenge is finished. This is either at the end "
|
||
"of a running period (eg: end of the month for a monthly challenge), at the "
|
||
"end date of a challenge (if no periodicity is set), or when the challenge is"
|
||
" manually closed."
|
||
msgstr "挑战结束后将授予徽章。 这可以是运行周期的结尾（例如：每月挑战的月末），挑战的结束日期（如果没有设置周期性），也可以是手动关闭挑战。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:49
|
||
msgid ""
|
||
"In the example below, 2 employees are being challenged with a *Monthly Sales"
|
||
" Target*. The challenge is based on 2 goals: the total amount invoiced and "
|
||
"number of new leads generated. At the end of the month, the winner will be "
|
||
"granted with a badge."
|
||
msgstr "在下面的示例中，有2位员工正在挑战 *每月销售目标* 。 挑战基于两个目标：开票总额和产生的新潜在客户数量。 在月底，将为获奖者颁发徽章。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid ""
|
||
"View of the challenge form and a challenge being created for Odoo Sales"
|
||
msgstr "挑战表单和为Odoo销售创建挑战的视图"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:58
|
||
msgid "Set up goals"
|
||
msgstr "设立目标"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:60
|
||
msgid ""
|
||
"The users can be evaluated using goals and numerical objectives to reach."
|
||
msgstr "可以使用目标和数字来评估用户。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:62
|
||
msgid ""
|
||
"**Goals** are assigned through *challenges* that evaluate (see image above) "
|
||
"and compare members of a team throughout time."
|
||
msgstr " **** 是通过 *挑战* 分配的，这些评估（请参见上图）并在整个时段内团队各成员之间进行比较。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:66
|
||
msgid ""
|
||
"You can create a new goal on the fly from a *Challenge* by clicking on *Add "
|
||
"new item*, under *Goals*. Select the business object according to your "
|
||
"company's needs. Examples: number of new leads, time to qualify a lead, "
|
||
"total amount invoiced in a specific week, month or any other time frame "
|
||
"based on your management preferences, etc."
|
||
msgstr ""
|
||
"你可以在 *挑战* 中创建一个新的目标，点击 *目标* 下的 *添加新项目* 。 根据公司需求选择业务对象。 "
|
||
"示例：新销售线索的数量，资格的形成时间，根据您的管理偏好在特定星期，月份或任何其他时间范围内开具的开票总额等。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid ""
|
||
"View of the goal definition form and a goal definition being created for "
|
||
"Odoo Sales"
|
||
msgstr "目标定义表单和为Odoo销售创建目标定义的视图"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:73
|
||
msgid ""
|
||
"Goals may include your database setup as well (e.g. set your company data "
|
||
"and a timezone, create new users, etc.)."
|
||
msgstr "目标也包括你的数据库设立 (比如设定你的公司数据, 一个时区, 建立一个新用户, 等等)。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:77
|
||
msgid "Set up rewards"
|
||
msgstr "建立奖励"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst:79
|
||
msgid ""
|
||
"For non-numerical achievements, **Badges** can be granted to users. From a "
|
||
"simple thank you to an exceptional achievement, a badge is an easy way to "
|
||
"express gratitude to a user for their good work. To create and grant badges "
|
||
"to your employees based on their performance, go to :menuselection:`Settings"
|
||
" --> Gamification Tools --> Badges`."
|
||
msgstr ""
|
||
"对于非数字成就，可以将 *徽章* 授予用户。 从简单的感谢到卓越的成就，徽章是向用户表示感谢的简单方法，感谢他们的出色工作。 "
|
||
"要根据员工的绩效创建和授予徽章，请转到 :menuselection:`设定 --> 游戏化工具 --> 徽章` 。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/gamification.rst-1
|
||
msgid "View of the badges page in Odoo"
|
||
msgstr "Odoo徽章页面视图"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3
|
||
msgid "Enrich your contacts base with Partner Autocomplete"
|
||
msgstr "利用业务伙伴自动完成功能扩大你的联系人群体"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5
|
||
msgid ""
|
||
"Partner Autocomplete helps you to enrich your contacts database with "
|
||
"corporate data. Select one of the companies suggested in the dropdown, and "
|
||
"quickly get all the information you need."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> Contacts` and activate the *Partner "
|
||
"Autocomplete* feature."
|
||
msgstr "前往 :menuselection:`设置 --> 联系人`并启用 *业务伙伴自动完成* 功能。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
||
msgid "View of settings page and the activations of the feature in Odoo"
|
||
msgstr "Odoo设置页面和功能激活视图"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:18
|
||
msgid "Enrich your contacts with corporate data"
|
||
msgstr "为联系人增加企业数据资料"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:22
|
||
msgid ""
|
||
"From any module, once you start to create a new contact typing the name of "
|
||
"it, the system will suggest a potential match. If you select it, the contact"
|
||
" will be populated with corporate data."
|
||
msgstr "无论在任何模块中，只要你键入名称并开始创建新联系人，系统将提示可能的匹配名称。如果你选择它，系统将为联系人填入相关企业数据。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:23
|
||
msgid ""
|
||
"For example, after typing *Odoo*, you will get the following information:"
|
||
msgstr "例如，在键入 *Odoo* 后，你将得到以下信息："
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
||
msgid "Creating a new contact in Odoo"
|
||
msgstr "在Odoo中创建联系人"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1
|
||
msgid ""
|
||
"View of the information being shown about odoo with the autocomplete option "
|
||
"in Odoo"
|
||
msgstr "利用Odoo自动完成选项显示信息的视图"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:33
|
||
msgid ""
|
||
"Partner Autocomplete also works if you enter a VAT number instead of a "
|
||
"company name."
|
||
msgstr "如果你键入VAT编号而不是公司名称，也可使用业务伙伴自动完成功能。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39
|
||
msgid ""
|
||
"*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires"
|
||
" prepaid credits to be used. Each request will consume one credit."
|
||
msgstr "*业务伙伴自动完成* 是一项 *应用内购买(IAP)* 服务，需要使用预付费积点。每项请求都会消耗一个积点。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:41
|
||
msgid ""
|
||
"To buy credits, go to :menuselection:`Settings --> Contacts --> Partner "
|
||
"Autocomplete or Odoo IAP --> View My Services` and select a package."
|
||
msgstr ""
|
||
"如要购买积点，前往 :menuselection:`设置 --> 联系人 --> 业务伙伴自动完成或Odoo IAP --> "
|
||
"查看我的服务`并选择一个服务包。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:44
|
||
msgid ""
|
||
"If you run out of credits, the only information that will be populated when "
|
||
"clicking on the suggested company will be the website link and the logo."
|
||
msgstr "如果你的积点已耗尽，在点击系统提示的公司后，只会填充网站链接和商标信息。"
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:46
|
||
msgid ""
|
||
"If you are on Odoo Online and you have the Enterprise version, you benefit "
|
||
"from free trial credits to test the feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:48
|
||
msgid ""
|
||
"Learn about our *Privacy Policy* `here "
|
||
"<https://iap.odoo.com/privacy#header_2>`_."
|
||
msgstr "`在此 <https://iap.odoo.com/privacy#header_2>`_了解我们的 *隐私政策* 。"
|
||
|
||
#: ../../content/applications/sales/crm/performance.rst:5
|
||
msgid "Analyze performance"
|
||
msgstr "分析性能"
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:3
|
||
msgid "Pipeline Analysis"
|
||
msgstr "流水线分析"
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:5
|
||
msgid ""
|
||
"The *CRM* app manages the sales pipeline as leads/opportunities move from "
|
||
"stage to stage, origination to sale (**Won**) or archival (**Lost**)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:8
|
||
msgid ""
|
||
"After organizing the pipeline, use the search options and reports available "
|
||
"on the *Pipeline Analysis* page to gain insight into the effectiveness of "
|
||
"the pipeline and its users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:11
|
||
msgid ""
|
||
"To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> "
|
||
"Reporting --> Pipeline`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
||
msgid ""
|
||
"Open the CRM app and click on the Reporting tab along the top, then click "
|
||
"Pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:20
|
||
msgid "Navigate the pipeline analysis page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:22
|
||
msgid ""
|
||
"Upon accessing the :guilabel:`Pipeline Analysis` page, a bar graph "
|
||
"showcasing the leads from the past year automatically populates. The bars "
|
||
"represent the number of leads in each stage of the sales pipeline, color-"
|
||
"coded to show the month the lead reached that stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
||
msgid ""
|
||
"The default state of the Pipeline Analysis page is a graph, with many "
|
||
"options to change it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:30
|
||
msgid ""
|
||
"The interactive elements of the :guilabel:`Pipeline Analysis` page "
|
||
"manipulate the graph to report different metrics in several views. From "
|
||
"left-to-right, top-to-bottom, the elements include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:33
|
||
msgid ""
|
||
":guilabel:`Actions`: represented by the :guilabel:`⚙️ (gear)` icon, located "
|
||
"next to the :guilabel:`Pipeline Analysis` page title. When clicked, a drop-"
|
||
"down menu appears with three options, each with their own sub-menu: "
|
||
":guilabel:`Knowledge`, :guilabel:`Dashboard`, :guilabel:`Spreadsheet`. (See "
|
||
":ref:`Save and share reports <win_loss/save_reports>` for more information)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:39
|
||
msgid ""
|
||
"The :guilabel:`Knowledge` option is for linking to or inserting the graph in"
|
||
" a *Knowledge* app article."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:41
|
||
msgid ""
|
||
"The :guilabel:`Dashboard` option is for adding the graph to a dashboard in "
|
||
"the *Dashboards* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:42
|
||
msgid ""
|
||
"The :guilabel:`Spreadsheet` option is for linking the graph in a spreadsheet"
|
||
" in the *Documents* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:44
|
||
msgid ""
|
||
":guilabel:`Search...` bar: shows the filters and groupings currently being "
|
||
"applied to the graph. To add new filters/groups, type them into the search "
|
||
"bar, or click the :guilabel:`⬇️ (down arrow)` icon, at the end of the bar, "
|
||
"to open a drop-down menu of options. (See :ref:`Search Options "
|
||
"<win_loss/search>` for more information)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:49
|
||
msgid ""
|
||
"In the upper-right corner, there are view options represented by different "
|
||
"icons. (See :ref:`View Options <win_loss/view>` for more information)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:52
|
||
msgid ""
|
||
":guilabel:`Graph` view: displays the data in a bar graph. This is the "
|
||
"default view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:53
|
||
msgid ""
|
||
":guilabel:`Pivot` view: displays the data in a customizable, categorized "
|
||
"metrics table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:54
|
||
msgid ""
|
||
":guilabel:`Cohort` view: displays and organizes the data, based on their "
|
||
":guilabel:`Created on` and :guilabel:`Closed Date` week (default), day, "
|
||
"month, or year."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:56
|
||
msgid ":guilabel:`List` view: displays the data in a list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:58
|
||
msgid ""
|
||
"Located on the far-left side of the page, beneath the :guilabel:`Pipeline "
|
||
"Analysis` page title, there are more configurable filter and view options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:61
|
||
msgid ""
|
||
":guilabel:`Measures`: opens a drop-down menu of different measurement "
|
||
"options that can be seen in the graph, pivot, or cohort view. The "
|
||
":guilabel:`Measure` drop-down menu is not available in the list view. (See "
|
||
":ref:`Measurement Options <win_loss/measure>` for more information)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:64
|
||
msgid ""
|
||
":guilabel:`Insert in Spreadsheet`: opens a pop-up window with options for "
|
||
"adding a graph or pivot table to a spreadsheet in the *Documents* app or a "
|
||
"dashboard in the *Dashboards* app. This option is not available in the "
|
||
"cohort or list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:68
|
||
msgid "With the graph view selected, the following options are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:70
|
||
msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:71
|
||
msgid ":guilabel:`Line Chart`: switches the graph to a line chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:72
|
||
msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:73
|
||
msgid ""
|
||
":guilabel:`Stacked`: when selected, the results of each stage of the graph "
|
||
"are stacked on top of each other. When not selected, the results in each "
|
||
"stage are shown as individual bars."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:75
|
||
msgid ""
|
||
":guilabel:`Descending`: re-orders the stages in the graph in descending "
|
||
"order from left-to-right. Click the icon a second time to deselect it. "
|
||
"Depending on the search criteria, this option may not be available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:78
|
||
msgid ""
|
||
":guilabel:`Ascending`: re-orders the stages in the graph in ascending order "
|
||
"from left-to-right. Click the icon a second time to deselect it. Depending "
|
||
"on the search criteria, this option may not be available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:82
|
||
msgid "With the pivot view selected, the following options are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:84
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:326
|
||
msgid ":guilabel:`Flip Axis`: flips the X and Y axis for the entire table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:85
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:327
|
||
msgid ""
|
||
":guilabel:`Expand All`: when additional groupings are selected using the "
|
||
":guilabel:`➕ (plus sign)` icons, this button opens those groupings under "
|
||
"every row."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:87
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:329
|
||
msgid ":guilabel:`Download xlsx`: downloads the table as an Excel file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:92
|
||
msgid "Search options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:94
|
||
msgid ""
|
||
"The :guilabel:`Pipeline Analysis` page can be customized with various "
|
||
"filters and grouping options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:96
|
||
msgid ""
|
||
"To add new search criteria, type the desired criteria into the search bar, "
|
||
"or click the :guilabel:`⬇️ (down arrow)` icon, next to the search bar, to "
|
||
"open a drop-down menu of all options. See the sections below for more "
|
||
"information on what each option does."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
||
msgid ""
|
||
"Clicking on the down arrow next to the search bar opens a menu of filters "
|
||
"for the analysis."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:106
|
||
msgid "Filters"
|
||
msgstr "筛选"
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:108
|
||
msgid ""
|
||
"The :guilabel:`Filters` section allows users to add pre-made and custom "
|
||
"filters to the search criteria. Multiple filters can be added to a single "
|
||
"search."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:111
|
||
msgid ":guilabel:`My Pipeline`: show leads assigned to the current user."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:112
|
||
msgid ""
|
||
":guilabel:`Opportunities`: show leads that have been qualified as "
|
||
"opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:113
|
||
msgid ""
|
||
":guilabel:`Leads`: show leads that have yet to be qualified as "
|
||
"opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:114
|
||
msgid ":guilabel:`Active`: show active leads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:115
|
||
msgid ":guilabel:`Inactive`: show inactive leads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:116
|
||
msgid ":guilabel:`Won`: show leads that have been marked **Won**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:117
|
||
msgid ":guilabel:`Lost`: show leads that have been marked **Lost**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:118
|
||
msgid ""
|
||
":guilabel:`Created On`: show leads that were created during a specific "
|
||
"period of time. By default, this is the past year, but it can be adjusted as"
|
||
" needed, or removed entirely."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:120
|
||
msgid ""
|
||
":guilabel:`Expected Closing`: show leads that are expected to close (marked "
|
||
"**Won**) during a specific period of time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:122
|
||
msgid ""
|
||
":guilabel:`Date Closed`: show leads that were closed (marked **Won**) during"
|
||
" a specific period of time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:124
|
||
msgid ""
|
||
":guilabel:`Archived`: show leads that have been archived (marked **Lost**)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:125
|
||
msgid ""
|
||
":guilabel:`Add Custom Filter`: allows the user to create a custom filter "
|
||
"with numerous options. (See :ref:`Add Custom Filters and Groups "
|
||
"<win_loss/custom_filters>` for more information)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:129
|
||
msgid "Group By"
|
||
msgstr "分组方式"
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:131
|
||
msgid ""
|
||
"The :guilabel:`Group By` section allows users to add pre-made and custom "
|
||
"groupings to the search results. Multiple groupings can be added to split "
|
||
"results into more manageable chunks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:135
|
||
msgid ""
|
||
"The order that groupings are added affects how the final results are "
|
||
"displayed. Try selecting the same combinations in a different order to see "
|
||
"what works best for each use case."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:139
|
||
msgid ""
|
||
":guilabel:`Salesperson`: groups the results by the Salesperson to whom a "
|
||
"lead is assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:140
|
||
msgid ""
|
||
":guilabel:`Sales Team`: groups the results by the Sales Team to whom a lead "
|
||
"is assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:141
|
||
msgid ""
|
||
":guilabel:`City`: groups the results by the city from which a lead "
|
||
"originated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:142
|
||
msgid ""
|
||
":guilabel:`Country`: groups the results by the country from which a lead "
|
||
"originated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:143
|
||
msgid ""
|
||
":guilabel:`Company`: groups the results by the company to which a lead "
|
||
"belongs (if multiple companies are activated in the database)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:145
|
||
msgid ""
|
||
":guilabel:`Stage`: groups the results by the stages of the sales pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:146
|
||
msgid ""
|
||
":guilabel:`Campaign`: groups the results by the marketing campaign from "
|
||
"which a lead originated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:148
|
||
msgid ""
|
||
":guilabel:`Medium`: groups the results by the medium (Email, Google Adwords,"
|
||
" Website, etc.) from which a lead originated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:150
|
||
msgid ""
|
||
":guilabel:`Source`: groups the results by the source (Search engine, Lead "
|
||
"Recall, Newsletter, etc.) from which a lead originated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:152
|
||
msgid ""
|
||
":guilabel:`Creation Date`: groups the results by the date a lead was added "
|
||
"to the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:153
|
||
msgid ""
|
||
":guilabel:`Conversion Date`: groups the results by the date a lead was "
|
||
"converted to an opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:155
|
||
msgid ""
|
||
":guilabel:`Expected Closing`: groups the results by the date a lead is "
|
||
"expected to close (marked \"Won\")."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:157
|
||
msgid ""
|
||
":guilabel:`Closed Date`: groups the results by the date a lead was "
|
||
"closed(marked \"Won\")."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:158
|
||
msgid ""
|
||
":guilabel:`Lost Reason`: groups the results by the reason selected when a "
|
||
"lead was marked \"Lost.\""
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:160
|
||
msgid ""
|
||
":guilabel:`Add Custom Group`: allows the user to create a custom group with "
|
||
"numerous options. (See :ref:`Adding Custom Filters and Groups "
|
||
"<win_loss/custom_filters>` for more information)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:164
|
||
msgid "Comparison"
|
||
msgstr "比较"
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:166
|
||
msgid ""
|
||
"The :guilabel:`Comparison` section allows users to add comparisons to the "
|
||
"same search criteria over another period of time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:169
|
||
msgid ""
|
||
"This option is only available if the search includes time-based filters, "
|
||
"such as :guilabel:`Created On`, :guilabel:`Expected Closing`, or "
|
||
":guilabel:`Date Closed`. While multiple time-based filters can be added at "
|
||
"once, only one comparison can be selected at a time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:174
|
||
msgid ""
|
||
":guilabel:`Previous Period`: adds a comparison to the same search criteria "
|
||
"from the previous period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:176
|
||
msgid ""
|
||
":guilabel:`Previous Year`: adds a comparison to the same search criteria "
|
||
"from the previous year."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:179
|
||
msgid "Favorites"
|
||
msgstr "收藏"
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:181
|
||
msgid ""
|
||
"The :guilabel:`Favorites` section allows users to save a search for later, "
|
||
"so it does not need to be recreated every time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:184
|
||
msgid ""
|
||
"Multiple searches can be saved, shared with others, or even set as the "
|
||
"default for whenever the :guilabel:`Pipeline Analysis` page is opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:187
|
||
msgid ""
|
||
":guilabel:`Save current search`: save the current search criteria for later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:189
|
||
msgid ""
|
||
":guilabel:`Default filter`: when saving a search, check this box to make it "
|
||
"the default search filter when the :guilabel:`Pipeline Analysis` page is "
|
||
"opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:191
|
||
msgid ""
|
||
":guilabel:`Shared`: when saving a search, check this box to make it "
|
||
"available to other users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:197
|
||
msgid "Add custom filters and groups"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:199
|
||
msgid ""
|
||
"In addition to the pre-made options in the search bar, the "
|
||
":guilabel:`Pipeline Analysis` page can also utilize custom filters and "
|
||
"groups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:202
|
||
msgid ""
|
||
"Custom filters are complex rules that further customize the search results, "
|
||
"while custom groups display the information in a more organized fashion."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:205
|
||
msgid "**To add a custom filter:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:207
|
||
msgid ""
|
||
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` "
|
||
"icon next to the :guilabel:`Search...` bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:209
|
||
msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:210
|
||
msgid ""
|
||
"The :guilabel:`Add Custom Filter` pop-up window appears with a default rule "
|
||
"(:guilabel:`Country is in _____`) comprised of three unique fields. These "
|
||
"fields can be edited to make a custom rule, and multiple rules can be added "
|
||
"to a single custom filter."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:213
|
||
msgid ""
|
||
"To edit a rule, start by clicking the first field (:guilabel:`Country`), and"
|
||
" select an option from the drop-down menu. The first field determines the "
|
||
"primary subject of the rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:215
|
||
msgid ""
|
||
"Next, click the second field, and select an option from the drop-down menu. "
|
||
"The second field determines the relationship of the first and third fields, "
|
||
"and is usually an **is** or **is not** statement, but can also be **greater "
|
||
"than or less than** statements, and more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:218
|
||
msgid ""
|
||
"Finally, click the third field, and select an option from the drop-down "
|
||
"menu. The third field determines the secondary subject of the rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:220
|
||
msgid "With all three fields selected, the rule is complete."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:222
|
||
msgid ""
|
||
"**To add more rules:** click :guilabel:`New Rule` and repeat steps 4-7, as "
|
||
"needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:223
|
||
msgid ""
|
||
"**To delete a rule:** click the :guilabel:`🗑️ (trash)` icon to the right of "
|
||
"the rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:224
|
||
msgid ""
|
||
"**To duplicate an existing rule:** click the :guilabel:`➕ (plus sign)` icon "
|
||
"to the right of the rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:226
|
||
msgid ""
|
||
"**To create more complex rules:** click the :guilabel:`Add branch` icon to "
|
||
"the right of the rule. This adds another modifier below the rule for adding "
|
||
"an \"all of\" or \"any of\" statement."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
||
msgid ""
|
||
"The add branch feature allows the creation of more complex all or any "
|
||
"statements for rules."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:233
|
||
msgid ""
|
||
"Once all rules have been added, click :guilabel:`Add` to add the custom "
|
||
"filter to the search criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:236
|
||
msgid ""
|
||
"**To remove a custom filter:** click the :guilabel:`✖️ (x)` icon beside the "
|
||
"filter in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:239
|
||
msgid "**To add a custom group:**"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:241
|
||
msgid ""
|
||
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` "
|
||
"icon next to the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:243
|
||
msgid ""
|
||
"In the drop-down menu that appears, click :guilabel:`Add Custom Group`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:244
|
||
msgid ""
|
||
"Scroll through the options in the drop-down menu, and select one or more "
|
||
"groups."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:246
|
||
msgid ""
|
||
"**To remove a custom group:** click the :guilabel:`✖️ (x)` icon beside the "
|
||
"custom group in the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:252
|
||
msgid "Measurement options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:254
|
||
msgid ""
|
||
"By default, the :guilabel:`Pipeline Analysis` page measures the total "
|
||
":guilabel:`Count` of leads that match the search criteria, but can be "
|
||
"changed to measure other items of interest."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:257
|
||
msgid ""
|
||
"To change the selected measurement, click the :guilabel:`Measures` button on"
|
||
" the top-left of the page, and select one of the following options from the "
|
||
"drop-down menu:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:260
|
||
msgid ""
|
||
":guilabel:`Days to Assign`: measures the number of days it took a lead to be"
|
||
" assigned after creation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:262
|
||
msgid ""
|
||
":guilabel:`Days to Close`: measures the number of days it took a lead to be "
|
||
"closed (marked **Won**)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:264
|
||
msgid ""
|
||
":guilabel:`Days to Convert`: measures the number of days it took a lead to "
|
||
"be converted to an opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:266
|
||
msgid ""
|
||
":guilabel:`Exceeded Closing Days`: measures the number of days by which a "
|
||
"lead exceeded its Expected Closing date."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:268
|
||
msgid ""
|
||
":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:269
|
||
msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:270
|
||
msgid ""
|
||
":guilabel:`Prorated MRR`: measures the Prorated Monthly Recurring Revenue of"
|
||
" a lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:271
|
||
msgid ""
|
||
":guilabel:`Prorated Recurring Revenues`: measures the Prorated Recurring "
|
||
"Revenues of a lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:272
|
||
msgid ":guilabel:`Prorated Revenue`: measures the Prorated Revenue of a lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:273
|
||
msgid ""
|
||
":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:274
|
||
msgid ""
|
||
":guilabel:`Count`: measures the total amount of leads that match the search "
|
||
"criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:279
|
||
msgid "View options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:281
|
||
msgid ""
|
||
"After configuring filters, groupings, and measurements, the "
|
||
":guilabel:`Pipeline Analysis` page can display the data in a variety of "
|
||
"ways. By default, the page uses the graph view, but can be changed to a "
|
||
"pivot view, cohort view, or list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:285
|
||
msgid ""
|
||
"To change the pipeline to a different view, click one of the four view "
|
||
"icons, located in the top-right of the :guilabel:`Pipeline Analysis` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:290
|
||
msgid "Graph View"
|
||
msgstr "图表视图"
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:292
|
||
msgid ""
|
||
"The graph view is the default selection for the :guilabel:`Pipeline "
|
||
"Analysis` page. It displays the analysis as either a: bar chart, line chart,"
|
||
" or pie chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:295
|
||
msgid ""
|
||
"This view option is useful for quickly visualizing and comparing simple "
|
||
"relationships, like the :guilabel:`Count` of leads in each stage, or the "
|
||
"leads assigned to each :guilabel:`Salesperson`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:299
|
||
msgid ""
|
||
"By default, the graph measures the :guilabel:`Count` of leads in each group,"
|
||
" but this can be changed by clicking the :guilabel:`Measures` button, and "
|
||
":ref:`selecting another option <win_loss/measure>` from the resulting drop-"
|
||
"down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid ""
|
||
"The Graph View displays the analysis as a Bar Chart, Line Chart, or Pie "
|
||
"Chart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:308
|
||
msgid ""
|
||
"When using a bar chart in this view, consider deselecting the "
|
||
":guilabel:`Stacked` option, in order to make the breakdown of results more "
|
||
"legible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:311
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:512
|
||
msgid "Pivot View"
|
||
msgstr "数据透视视图"
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:313
|
||
msgid ""
|
||
"The pivot view displays the results of the analysis as a table. By default, "
|
||
"the table groups the results by the stages of the sales pipeline, and "
|
||
"measures :guilabel:`Expected Revenue`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:316
|
||
msgid ""
|
||
"The pivot view is useful for analyzing more detailed numbers than the graph "
|
||
"view can handle, or for adding the data to a spreadsheet, where custom "
|
||
"formulas can be set up, like in an Excel file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid "The Pivot View displays the analysis as a table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:324
|
||
msgid ""
|
||
"The three icons at the top-left of the page perform the following functions:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:332
|
||
msgid ""
|
||
"The :guilabel:`Stage` grouping cannot be removed, but the measurement can be"
|
||
" changed by clicking the :guilabel:`Measures` button, and selecting another "
|
||
"option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:335
|
||
msgid "Cohort View"
|
||
msgstr "群组视图"
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:337
|
||
msgid ""
|
||
"The cohort view displays the analysis as periods of time (cohorts) that can "
|
||
"be set to days, weeks, months, or years. By default, :guilabel:`Week` is "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:340
|
||
msgid ""
|
||
"This view option is useful specifically for comparing how long it has taken "
|
||
"to close leads."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid "The Cohort View displays the analysis as individual weeks of the year."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:346
|
||
msgid ""
|
||
"From left-to-right, top-to-bottom, the columns in the chart represent the "
|
||
"following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:348
|
||
msgid ""
|
||
":guilabel:`Created On`: rows in this column represent the weeks of the year,"
|
||
" in which records matching the search criteria exist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:351
|
||
msgid ""
|
||
"When set to :guilabel:`Week`, a row with the label :guilabel:`W52 2023` "
|
||
"means the results occurred in: Week 52 of the Year 2023."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:353
|
||
msgid ""
|
||
":guilabel:`Measures`: the second column in the chart is the measurement of "
|
||
"the results. By default, it is set to :guilabel:`Count`, but can be changed "
|
||
"by clicking the :guilabel:`Measures` button, and selecting an option from "
|
||
"the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:356
|
||
msgid ""
|
||
":guilabel:`Closed Date - By Day/Week/Month/Year`: this column looks at what "
|
||
"percentage of the measured results were closed in subsequent "
|
||
"days/weeks/months/years."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:358
|
||
msgid ""
|
||
":guilabel:`Average`: this row provides the average of all other rows in the "
|
||
"column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:360
|
||
msgid ""
|
||
"The cohort view can also be downloaded as an Excel file, by clicking the "
|
||
":guilabel:`Download` icon in the top-left of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:363
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:537
|
||
msgid "List View"
|
||
msgstr "列表视图"
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:365
|
||
msgid ""
|
||
"The list view displays a single list of all leads matching the search "
|
||
"criteria. Clicking a lead opens the record for closer review. Additional "
|
||
"details such as :guilabel:`Country`, :guilabel:`Medium`, and more can be "
|
||
"added to the list, by clicking the :guilabel:`Filters` icon in the top-right"
|
||
" of the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:370
|
||
msgid "This view option is useful for reviewing many records at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid ""
|
||
"The List View displays a single list of all records matching the search "
|
||
"criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:376
|
||
msgid ""
|
||
"Clicking the :guilabel:`⚙️ (gear)` icon opens the Actions drop-down menu, "
|
||
"with options for the following:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:379
|
||
msgid ""
|
||
":guilabel:`Import records`: opens a page for uploading a spreadsheet of "
|
||
"data, as well as a template spreadsheet to easily format that data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:381
|
||
msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:382
|
||
msgid ""
|
||
":guilabel:`Knowledge`: inserts a view of, or link to, the list in an article"
|
||
" in the *Knowledge* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:384
|
||
msgid ""
|
||
":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* "
|
||
"app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:385
|
||
msgid ""
|
||
":guilabel:`Spreadsheet`: links to, or inserts, the list in a spreadsheet in "
|
||
"the *Documents* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:389
|
||
msgid ""
|
||
"On the list view, clicking :guilabel:`New` closes the list, and opens the "
|
||
"*New Quotation* page. Clicking :guilabel:`Generate Leads` opens a pop-up "
|
||
"window for lead generation. Neither feature is intended to manipulate the "
|
||
"list view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:396
|
||
msgid "Create reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:398
|
||
msgid ""
|
||
"After understanding how to :ref:`navigate the pipeline analysis page "
|
||
"<win_loss/pipeline>`, the :guilabel:`Pipeline Analysis` page can be used to "
|
||
"create and share different reports. Between the pre-made options and custom "
|
||
"filter and groupings, almost any combination is possible."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:402
|
||
msgid ""
|
||
"Once created, reports can be :ref:`saved to favorites, shared with other "
|
||
"users, and/or added to dashboards and spreadsheets <win_loss/save_reports>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:405
|
||
msgid ""
|
||
"A few common reports that can be created using the :guilabel:`Pipeline "
|
||
"Analysis` page are detailed below."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:411
|
||
msgid "Win/Loss reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:413
|
||
msgid ""
|
||
"Win/Loss is a calculation of active or previously active leads in a pipeline"
|
||
" that were either marked as **Won** or **Lost** over a specific period of "
|
||
"time. By calculating opportunities won over opportunities lost, teams can "
|
||
"clarify key performance indicators (KPIs) that are converting leads into "
|
||
"sales, such as specific teams or team members, certain marketing mediums or "
|
||
"campaigns, and so on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:419
|
||
msgid ""
|
||
"\\begin{equation}\n"
|
||
"Win/Loss Ratio = \\frac{Opportunities Won}{Opportunities Lost}\n"
|
||
"\\end{equation}\n"
|
||
"\n"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:424
|
||
msgid ""
|
||
"A win/loss report filters the leads from the past year, whether won or lost,"
|
||
" and groups the results by their stage in the pipeline. Creating this report"
|
||
" requires a custom filter, and grouping the results by :guilabel:`Stage`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
||
msgid ""
|
||
"The search criteria for win/loss reports is Created On, Stage, and Active is"
|
||
" in true false."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:432
|
||
msgid "Follow the steps below to create a win/loss report:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:434
|
||
msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:435
|
||
msgid ""
|
||
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down "
|
||
"arrow)` icon, next to the search bar, to open a drop-down menu of filters "
|
||
"and groupings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid "The Search menu containing the filters for a basic win/loss report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:442
|
||
msgid ""
|
||
"In drop-down menu that appears, under the :guilabel:`Group By` heading, "
|
||
"click :guilabel:`Stage`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:443
|
||
msgid ""
|
||
"Under the :guilabel:`Filters` heading, click :guilabel:`Add Custom Filter` "
|
||
"to open another pop-up menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:445
|
||
msgid ""
|
||
"In the :guilabel:`Add Custom Filter` pop-up menu, click on the first field "
|
||
"in the :guilabel:`Match any of the following rules:` section. By default, "
|
||
"this field displays :guilabel:`Country`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:448
|
||
msgid ""
|
||
"Clicking that first field reveals a sub-menu with numerous options to choose"
|
||
" from. From this sub-menu, locate and select the :guilabel:`Active` option. "
|
||
"Doing so automatically populates the remaining fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:452
|
||
msgid ""
|
||
"The first field reads: :guilabel:`Active`. The second field reads: "
|
||
":guilabel:`is`. And lastly, the third field reads: :guilabel:`set`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:455
|
||
msgid "In total, the rule reads: :guilabel:`Active is set`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:456
|
||
msgid ""
|
||
"Click :guilabel:`New Rule`, change the first field to :guilabel:`Active`, "
|
||
"and the last field to :guilabel:`not set`. In total, the rule reads "
|
||
":guilabel:`Active is not set`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:458
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:640
|
||
msgid "Click :guilabel:`Add`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
||
msgid ""
|
||
"The Add Custom Filter menu showing two rules: (1) Active is set, and (2) "
|
||
"Active is not set."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:464
|
||
msgid ""
|
||
"The report now displays the total :guilabel:`Count` of leads, whether "
|
||
"\"Won\" or \"Lost,\" grouped by their stage in the CRM pipeline. Hover over "
|
||
"a section of the report to see the number of leads in that stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst-1
|
||
msgid ""
|
||
"A basic win/loss report showing all leads whether won or lost grouped by "
|
||
"stage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:473
|
||
msgid "Customize win/loss reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:475
|
||
msgid ""
|
||
"After :ref:`creating a win/loss report <win_loss/win_loss>`, consider using "
|
||
"the options below to customize the report for different needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:479
|
||
msgid ""
|
||
"A sales manager might group wins and losses by salesperson, or sales team, "
|
||
"to see who has the best conversion rate. Or, a marketing team might group by"
|
||
" sources, or medium, to determine where their advertising has been most "
|
||
"successful."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:485
|
||
msgid "Filters and groups"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:487
|
||
msgid ""
|
||
"To add more filters and groups, click the :guilabel:`⬇️ (down arrow)` icon, "
|
||
"next to the search bar, and select one or more options from the drop-down "
|
||
"menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:490
|
||
msgid "Some useful options include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:492
|
||
msgid ""
|
||
":guilabel:`Created on`: adjusting this filter to a different period of time,"
|
||
" such as the last 30 days, or the last quarter, can provide more timely "
|
||
"results."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:494
|
||
msgid ""
|
||
":guilabel:`Add Custom Filter`: clicking this option, and scrolling through "
|
||
"the numerous options in the drop-down menu, opens up additional search "
|
||
"criteria, like :guilabel:`Last Stage Update` or :guilabel:`Lost Reason`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:497
|
||
msgid ""
|
||
":guilabel:`Add Custom Group > Active`: Clicking :menuselection:`Add Custom "
|
||
"Group --> Active` separates the results into **Won** (:guilabel:`true`) or "
|
||
"**Lost** (:guilabel:`false`). This shows at what stage leads are being "
|
||
"marked **Won** or **Lost**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:500
|
||
msgid ""
|
||
":guilabel:`Multiple Groupings`: add multiple :guilabel:`Group By` selections"
|
||
" to split results into more relevant and manageable chunks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:503
|
||
msgid ""
|
||
"Adding :guilabel:`Salesperson` or :guilabel:`Sales Team` breaks up the total"
|
||
" count of leads in each :guilabel:`Stage`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:505
|
||
msgid ""
|
||
"Adding :guilabel:`Medium` or :guilabel:`Source` can reveal what marketing "
|
||
"avenues generate more sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid "The Search menu open and the Won and Lost filters highlighted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:514
|
||
msgid ""
|
||
"By default, pivot view groups win/loss reports by :guilabel:`Stage` and "
|
||
"measures :guilabel:`Expected Revenue`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:517
|
||
msgid "To flesh out the table:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:519
|
||
msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:520
|
||
msgid ""
|
||
"In the pop-up menu, replace the :guilabel:`Stage` grouping with something "
|
||
"like :guilabel:`Salesperson` or :guilabel:`Medium`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:522
|
||
msgid ""
|
||
"Click the :guilabel:`Measures` button and click :guilabel:`Count` to add the"
|
||
" number of leads back into the report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:525
|
||
msgid ""
|
||
"Other useful measures for pivot view include :guilabel:`Days to Assign` and "
|
||
":guilabel:`Days to Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid "A win/loss report in Pivot View displays the data in table form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:533
|
||
msgid ""
|
||
"In pivot view, the :guilabel:`Insert In Spreadsheet` button may be greyed "
|
||
"out due to the report containing :guilabel:`duplicate group bys`. To fix "
|
||
"this, replace the :guilabel:`Stage` grouping in the search bar with another "
|
||
"option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:539
|
||
msgid "In list view, a win/loss report displays all leads on a single page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:541
|
||
msgid ""
|
||
"To better organize the list, click the :guilabel:`⬇️ (down arrow)` next to "
|
||
"the search bar, and add more relevant groupings or re-organize the existing "
|
||
"ones. To re-order the nesting, remove all :guilabel:`Group By` options and "
|
||
"re-add them in the desired order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:545
|
||
msgid "To add more columns to the list:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:547
|
||
msgid "Click the :guilabel:`Filters` icon in the top-right of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:548
|
||
msgid ""
|
||
"Select options from the resulting drop-down menu. Some useful filters "
|
||
"include:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:550
|
||
msgid "**Campaign**: Shows the marketing campaign that originated each lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:551
|
||
msgid ""
|
||
"**Medium**: Shows the marketing medium (Banner, Direct, Email, Google "
|
||
"Adwords, Phone, Website, etc.) that originated each lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:553
|
||
msgid ""
|
||
"**Source**: Shows the source of each lead (Newsletter, Lead Recall, Search "
|
||
"Engine, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid ""
|
||
"A win/loss report in List View displays all leads in an easy-to-read list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:562
|
||
msgid "Save and share reports"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:564
|
||
msgid ""
|
||
"After :ref:`creating a report <win_loss/reports>`, the search criteria can "
|
||
"be saved, so the report does not need to be created again in the future. "
|
||
"Saved searches automatically update their results every time the report is "
|
||
"opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:568
|
||
msgid ""
|
||
"Additionally, reports can be shared with others, or added to "
|
||
"spreadsheets/dashboards for greater customization and easier access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:573
|
||
msgid "Save to Favorites"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:575
|
||
msgid "To save a report for later:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:577
|
||
msgid ""
|
||
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down "
|
||
"arrow)` icon, next to the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:579
|
||
msgid ""
|
||
"In the drop-down menu that appears, under the :guilabel:`Favorites` heading,"
|
||
" click :guilabel:`Save current search`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:581
|
||
msgid "In the next drop-down menu that appears, enter a name for the report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:583
|
||
msgid ""
|
||
"Checking the :guilabel:`Default filter` box sets this report as the default "
|
||
"analysis when the :guilabel:`Pipeline Analysis` page is accessed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:585
|
||
msgid ""
|
||
"Checking the :guilabel:`Shared` box makes this report available to other "
|
||
"users."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:587
|
||
msgid ""
|
||
"Finally, click :guilabel:`Save`. The report is now saved under the "
|
||
":guilabel:`Favorites` heading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid ""
|
||
"Under the Favorites heading, click Save current search and save the report "
|
||
"for later."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:594
|
||
msgid "Add to a Spreadsheet"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:596
|
||
msgid ""
|
||
"Inserting a report into a spreadsheet not only saves a copy of the report, "
|
||
"it allows users to add charts and formulas like in an Excel file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:599
|
||
msgid "To save a report as a spreadsheet:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:601
|
||
msgid "**In Graph or Pivot View**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:603
|
||
msgid "Click the :guilabel:`Insert in spreadsheet` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:604
|
||
msgid "In the pop-up menu that appears, click :guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:606
|
||
msgid "**In Cohort or List View**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:608
|
||
msgid "Click the :guilabel:`⚙️ (gear)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:609
|
||
msgid ""
|
||
"In the drop-down menu that appears, hover over :guilabel:`Spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:610
|
||
msgid ""
|
||
"In the next drop-down menu, click either :guilabel:`Insert in spreadsheet` "
|
||
"or :guilabel:`Link in spreadsheet`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:613
|
||
msgid "Saved reports are viewable in the *Documents* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid ""
|
||
"Pivot View reports especially benefit from being inserted in spreadsheets."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:620
|
||
msgid ""
|
||
"After modifying a spreadsheet and adding additional formulas, consider then "
|
||
"adding the entire spreadsheet to a dashboard. Using this method, the "
|
||
"spreadsheet can be added to a public dashboard instead of only :guilabel:`My"
|
||
" Dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:624
|
||
msgid "Click :menuselection:`File --> Add to dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:625
|
||
msgid ""
|
||
"In the pop-up menu that appears, name the spreadsheet and select a "
|
||
":guilabel:`Dashboard Section` to house the report."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:627
|
||
msgid "Click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:629
|
||
msgid "Add to a Dashboard"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:631
|
||
msgid ""
|
||
"Adding a report to a dashboard saves it for later and makes it easy to view "
|
||
"alongside the rest of :guilabel:`My Dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:634
|
||
msgid "To add a report to :guilabel:`My dashboard`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:636
|
||
msgid ""
|
||
"On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` "
|
||
"icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:637
|
||
msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:638
|
||
msgid ""
|
||
"In the :guilabel:`Add to my dashboard` drop-down menu, enter a name for the "
|
||
"report (by default, it is named :guilabel:`Pipeline`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:642
|
||
msgid "To view a saved report:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:644
|
||
msgid ""
|
||
"Return to the main apps page, and navigate to :menuselection:`Dashboards app"
|
||
" --> My Dashboard`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:0
|
||
msgid ""
|
||
"To access the saved report, open the Dashboard app and click My Dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:652
|
||
msgid ":doc:`../acquire_leads/convert`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:653
|
||
msgid ":doc:`../acquire_leads/send_quotes`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/performance/win_loss.rst:654
|
||
msgid ":doc:`../pipeline/lost_opportunities`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline.rst:5
|
||
msgid "Organize the pipeline"
|
||
msgstr "组织管道"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3
|
||
msgid "Manage lost opportunities"
|
||
msgstr "管理失去的机会"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5
|
||
msgid ""
|
||
"Not all opportunities result in successful sales. In order to keep the "
|
||
"pipeline up to date, lost opportunities need to be identified. Specifying "
|
||
"the reason why an opportunity was lost provides additional insight that can "
|
||
"prove useful for future opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10
|
||
msgid "Mark a lead as lost"
|
||
msgstr "将销售线索标记为输"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12
|
||
msgid ""
|
||
"To mark a lead as lost, open the :menuselection:`CRM` application, and "
|
||
"select a lead from the pipeline, by clicking on its corresponding kanban "
|
||
"card. Doing so reveals that lead's detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15
|
||
msgid ""
|
||
"Then, click :guilabel:`Lost`, located at the top of the lead's detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid ""
|
||
"Buttons from the top of an opportunity record with the lost button "
|
||
"emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21
|
||
msgid ""
|
||
"This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an "
|
||
"existing lost reason. If no applicable reason is available, create a new one"
|
||
" by entering it into the :guilabel:`Lost Reason` field, and clicking "
|
||
":guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25
|
||
msgid ""
|
||
"Additional notes and comments can be added below the lost reason designated "
|
||
"in the :guilabel:`Lost Reason` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28
|
||
msgid ""
|
||
"When all the desired information has been entered in the :guilabel:`Lost "
|
||
"Reason` pop-up window, click :guilabel:`Submit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid "Lost reasons popup with sample reasons."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35
|
||
msgid ""
|
||
"Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo "
|
||
"returns to the lead detail form, where a new red :guilabel:`Lost` banner is "
|
||
"now present in the upper-right corner of the lead."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39
|
||
msgid "Create/edit lost reasons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41
|
||
msgid ""
|
||
"To create a new lost reason, or edit an existing one, navigate to "
|
||
":menuselection:`CRM app --> Configuration --> Lost Reasons`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44
|
||
msgid ""
|
||
"To edit an existing reason, click on the reason that should be modified. "
|
||
"When clicked, that reason becomes highlighted. Once highlighted, change the "
|
||
"description of the selected lost reason by editing the "
|
||
":guilabel:`Description` field. When done, click :guilabel:`Save` in the "
|
||
"upper-left corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48
|
||
msgid ""
|
||
"To create a new lost reason, click :guilabel:`Create` in the upper-left "
|
||
"corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank "
|
||
"line in the :guilabel:`Description` field. Then, proceed to type in the new "
|
||
"lost reason in that new line. Once ready, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54
|
||
msgid "Retrieve lost opportunities"
|
||
msgstr "检索丢失的机会"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56
|
||
msgid ""
|
||
"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM "
|
||
"app` to the main :guilabel:`Pipeline` dashboard. Then, click the "
|
||
":guilabel:`Filters` drop-down menu, located beneath the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid "Search bar with lost filter emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64
|
||
msgid ""
|
||
"From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` "
|
||
"option. Upon selecting :guilabel:`Lost`, only the leads that have been "
|
||
"marked as `Lost` appear on the :guilabel:`Pipeline` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68
|
||
msgid ""
|
||
"To filter leads by a specific lost reason, select :menuselection:`Filters "
|
||
"--> Add Custom Filter`. Doing so reveals another drop-down menu with three "
|
||
"fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71
|
||
msgid ""
|
||
"In the top field drop-down menu, select :guilabel:`Lost Reason`. In the "
|
||
"second field drop-down menu, select :guilabel:`Contains`. Then, in the third"
|
||
" field of the :guilabel:`Add Custom Field` sub menu, type in the specific "
|
||
"keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking "
|
||
":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that "
|
||
"contains that specified keyword(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid "Search bar with custom filter added for lost reason."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81
|
||
msgid "Restore lost opportunities"
|
||
msgstr "恢复失去的机会"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83
|
||
msgid ""
|
||
"To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` "
|
||
"dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and"
|
||
" select the :guilabel:`Lost` option. Doing so reveals all the lost "
|
||
"opportunities on the :guilabel:`Pipeline` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87
|
||
msgid ""
|
||
"Then, click on the kanban card of the desired lost opportunity to restore, "
|
||
"which opens that lead's detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90
|
||
msgid ""
|
||
"From the lost lead's detail form, click :guilabel:`Restore` in the upper-"
|
||
"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead "
|
||
"form, signifying the lead has been restored."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid "Lost opportunity with emphasis on the Restore button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98
|
||
msgid "Restore multiple opportunities at once"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100
|
||
msgid ""
|
||
"To restore multiple opportunities at once, navigate to the main "
|
||
":guilabel:`Pipeline` dashboard in the *CRM* app, open the "
|
||
":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103
|
||
msgid ""
|
||
"Next, select the list view option, which is represented by the three-line "
|
||
":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the"
|
||
" leads from the :guilabel:`Pipeline` page in a list form. With the list form"
|
||
" chosen, select the checkbox to the left of each desired opportunity/lead to"
|
||
" be restored."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108
|
||
msgid ""
|
||
"Once the desired opportunities/leads have been selected, click the "
|
||
":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the "
|
||
":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down "
|
||
"menu, select :guilabel:`Unarchive`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112
|
||
msgid ""
|
||
"Doing so removes those selected lost opportunities from the "
|
||
":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter "
|
||
"criteria. To reveal these newly-restored leads, delete the `Lost` filter "
|
||
"from the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1
|
||
msgid "Action button from list view with the Unarchive option emphasized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121
|
||
msgid ":doc:`../performance/win_loss`"
|
||
msgstr ":doc:`../performance/win_loss`"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3
|
||
msgid "Multiple sales teams"
|
||
msgstr "多个销售团队"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:5
|
||
msgid ""
|
||
"Use the *Sales Teams* feature to manage several sales teams, departments, or"
|
||
" channels, each with their own unique sales processes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10
|
||
msgid "Create a new sales team"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:12
|
||
msgid ""
|
||
"To create a new sales team, go to :menuselection:`CRM --> Configuration --> "
|
||
"Sales Teams`, then click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:15
|
||
msgid ""
|
||
"On the creation page, set an :guilabel:`Email Alias` to automatically "
|
||
"generate a lead/opportunity for this sales team every time a message is sent"
|
||
" to that unique email address. Choose whether to accept emails from "
|
||
":guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or "
|
||
":guilabel:`Followers Only`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:20
|
||
msgid ""
|
||
"Set an :guilabel:`Invoicing Target` if this team has specific monthly "
|
||
"revenue goals. Set a :guilabel:`Domain` to assign leads/opportunities to "
|
||
"this sales team based on specific filters, such as country, language, or "
|
||
"campaign."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid "Create a sales team in Odoo CRM."
|
||
msgstr "在 Odoo CRM 中创建销售团队。"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:29
|
||
msgid "Add members to a sales team"
|
||
msgstr "为销售团队增加成员"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:31
|
||
msgid ""
|
||
"To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab"
|
||
" when editing the sales team's configuration page. Select a salesperson from"
|
||
" the drop-down menu or create new salesperson. Set a maximum number of leads"
|
||
" that can be assigned to this salesperson in a 30-day period to ensure that "
|
||
"they do not overwork."
|
||
msgstr ""
|
||
"添加团队成员，请在编辑销售团队配置页面时点击 :guilabel:`Members` 标签下的 "
|
||
":guilabel:`Add`。从下拉菜单中选择销售人员或创建新销售人员。设置 30 "
|
||
"天内可分配给该销售人员的最大潜在客户数量，以确保销售人员不会过度劳累。"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid "Add a salesperson in Odoo CRM."
|
||
msgstr "在 Odoo CRM 中添加销售人员。"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:40
|
||
msgid ""
|
||
"One person can be added as a team member or :guilabel:`Team Leader` to "
|
||
"multiple sales teams, allowing them to access all of the pipelines that they"
|
||
" need to."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:44
|
||
msgid "Sales team dashboard"
|
||
msgstr "销售团队仪表板"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:46
|
||
msgid ""
|
||
"To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> "
|
||
"Teams`. Odoo users will see any teams that they are a part of as dashboard "
|
||
"tiles."
|
||
msgstr "查看销售团队仪表板，请跳转至：菜单选择：`CRM-->销售-->团队`。Odoo 用户所属的团队会显示在仪表板的分区中。"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:49
|
||
msgid ""
|
||
"Each tile gives an overview of the sales team's open opportunities, "
|
||
"quotations, sales orders, and expected revenue, as well as a bar graph of "
|
||
"new opportunities per week and an invoicing progress bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid "Sales team overview dashboard in Odoo CRM."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:57
|
||
msgid ""
|
||
"Click on the three dots in the corner of a tile to open a navigational menu "
|
||
"that lets users quickly view documents or reports, create new quotations or "
|
||
"opportunities, pick a color for this team, or access the team's "
|
||
"configuration page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1
|
||
msgid ""
|
||
"Click the Three Dot Menu in Odoo CRM dashboard to view documents and create "
|
||
"opportunities."
|
||
msgstr "单击Odoo CRM仪表板中的三点菜单，查看文件，创建销售机会。"
|
||
|
||
#: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:65
|
||
msgid ""
|
||
"Click on the :guilabel:`Pipeline` button to go directly to that team's CRM "
|
||
"pipeline."
|
||
msgstr "单击：guilabel：`通道'按钮，直接跳转至销售团队的CRM通道。"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads.rst:5
|
||
msgid "Assign and track leads"
|
||
msgstr "分配和跟踪销售线索"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3
|
||
msgid "Assign leads with predictive lead scoring"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5
|
||
msgid ""
|
||
"The Odoo *CRM* app can automatically assign leads/opportunities to sales "
|
||
"teams and salespeople. A standard practice is to assign leads based on the "
|
||
"probability of winning each lead. Companies can prioritize the leads that "
|
||
"are more likely to result in successful deals by quickly assigning them to "
|
||
"the appropriate salespeople."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10
|
||
msgid ""
|
||
"Odoo automatically calculates the probability of winning each lead using a "
|
||
"method called *predictive lead scoring*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14
|
||
msgid "Predictive lead scoring"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16
|
||
msgid ""
|
||
"Predictive lead scoring is a machine-learning model that uses historical "
|
||
"data from Odoo *CRM* to score open leads/opportunities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19
|
||
msgid ""
|
||
"As a company processes opportunities through the CRM pipeline, Odoo collects"
|
||
" data on which opportunities are won and lost. Predictive lead scoring uses "
|
||
"this data to predict the probability of winning each new lead or "
|
||
"opportunity."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23
|
||
msgid ""
|
||
"The more opportunities that are sent through the CRM pipeline, the more data"
|
||
" Odoo collects, resulting in more accurate probabilities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26
|
||
msgid ""
|
||
"Specifically, Odoo's predictive lead scoring uses the *naive Bayes* "
|
||
"probability model:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28
|
||
msgid ""
|
||
"\\begin{equation}\n"
|
||
"P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n"
|
||
"\\end{equation}\n"
|
||
"\n"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33
|
||
msgid ""
|
||
"The probability of success of each opportunity is displayed on the "
|
||
"opportunity form, and it updates automatically as the opportunity progresses"
|
||
" through the CRM pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid "The probability of success displayed on the opportunity form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40
|
||
msgid ""
|
||
"When an opportunity moves to the next stage, its probability of success "
|
||
"automatically increases according to the predictive lead scoring algorithm."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46
|
||
msgid ""
|
||
"Predictive lead scoring is always active in Odoo *CRM*. However, the "
|
||
"variables used to calculate the probability of success can be customized in "
|
||
"the settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49
|
||
msgid ""
|
||
"To customize the variables used by predictive lead scoring, go to "
|
||
":menuselection:`CRM --> Configuration --> Settings`. Under "
|
||
":guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update "
|
||
"Probabilities` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53
|
||
msgid ""
|
||
"Then, click on the drop-down menu to choose which variables the predictive "
|
||
"lead scoring feature will take into account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid ""
|
||
"The Update Probabilities window in the Predictive Lead Scoring settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60
|
||
msgid "Any number of the following variables can be activated:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62
|
||
msgid ""
|
||
":guilabel:`State`: the geographical state from which the opportunity "
|
||
"originates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63
|
||
msgid ""
|
||
":guilabel:`Country`: the geographical country from which the opportunity "
|
||
"originates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64
|
||
msgid ""
|
||
":guilabel:`Phone Quality`: whether or not a phone number is listed for the "
|
||
"opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65
|
||
msgid ""
|
||
":guilabel:`Email Quality`: whether or not an email address is listed for the"
|
||
" opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66
|
||
msgid ""
|
||
":guilabel:`Source`: the source of an opportunity (e.g. search engine, social"
|
||
" media)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67
|
||
msgid ":guilabel:`Language`: the spoken language specified on the opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68
|
||
msgid ":guilabel:`Tags`: the tags placed on the opportunity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71
|
||
msgid ""
|
||
"The variables `Stage` and `Team` are always in effect. `Stage` refers to the"
|
||
" CRM pipeline stage that an opportunity is in. `Team` refers to the sales "
|
||
"team that is assigned to an opportunity. Predictive lead scoring *always* "
|
||
"takes into account these two variables, regardless of which optional "
|
||
"variables are selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76
|
||
msgid ""
|
||
"Next, click on the date field next to the option :guilabel:`Consider leads "
|
||
"created as of the:` to select the date from which predictive lead scoring "
|
||
"will begin its calculations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79
|
||
msgid "Lastly, click :guilabel:`Confirm` to save changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82
|
||
msgid "Change the probability manually"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84
|
||
msgid ""
|
||
"An opportunity's probability of success can be changed manually on the "
|
||
"opportunity form. Click on the probability number to edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88
|
||
msgid ""
|
||
"Manually changing the probability removes the automatic probability updates "
|
||
"for that opportunity. The probability will no longer update automatically as"
|
||
" the opportunity moves through each stage of the pipeline."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92
|
||
msgid ""
|
||
"To reactivate automatic probability, click on the gear icon next to the "
|
||
"probability percentage."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid ""
|
||
"The gear icon used to reactivate automatic probability on an opportunity "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99
|
||
msgid "Assign leads based on probability"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101
|
||
msgid ""
|
||
"Odoo *CRM* can assign leads/opportunities to sales teams and salespeople "
|
||
"based on specified rules. Create assignment rules based on the leads' "
|
||
"probability of success to prioritize those that are more likely to result in"
|
||
" deals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106
|
||
msgid "Configure rule-based assignment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108
|
||
msgid ""
|
||
"To activate *rule-based assignment*, navigate to :menuselection:`CRM --> "
|
||
"Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111
|
||
msgid ""
|
||
"The rule-based assignment feature can be set to run :guilabel:`Manually`, "
|
||
"meaning an Odoo user must manually trigger the assignment, or "
|
||
":guilabel:`Repeatedly`, meaning Odoo will automatically trigger the "
|
||
"assignment according to the chosen time period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115
|
||
msgid ""
|
||
"To set up automatic lead assignment, select :guilabel:`Repeatedly` for the "
|
||
":guilabel:`Running` section. Then, customize how often Odoo will trigger the"
|
||
" automatic assignment in the :guilabel:`Repeat every` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1
|
||
msgid "The Rule-Based Assignment setting in CRM settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123
|
||
msgid ""
|
||
"If rule-based assignment is set to run :guilabel:`Repeatedly`, the "
|
||
"assignment can still be triggered manually using the circular arrow icon in "
|
||
"the :guilabel:`Rule-Based Assignment` settings (or using the "
|
||
":guilabel:`Assign Leads` button on the sales team configuration page)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128
|
||
msgid "Configure assignment rules"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130
|
||
msgid ""
|
||
"Next, configure the *assignment rules* for each sales team and/or "
|
||
"salesperson. These rules determine which leads Odoo assigns to which people."
|
||
" To get started, navigate to :menuselection:`CRM --> Configuration --> Sales"
|
||
" Teams`, and select a sales team."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134
|
||
msgid ""
|
||
"On the sales team configuration form, under :guilabel:`Assignment Rules`, "
|
||
"click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to "
|
||
"determine lead assignment for this sales team. The rules can include "
|
||
"anything that may be relevant for this company or team, and any number of "
|
||
"rules can be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139
|
||
msgid ""
|
||
"Click :guilabel:`Add Filter` to start creating assignment rules. Click on "
|
||
"the :guilabel:`+` sign on the right of the assignment rule to add another "
|
||
"line. Click on the :guilabel:`x` symbol to remove the line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143
|
||
msgid ""
|
||
"To create an assignment rule based on an opportunity's probability of "
|
||
"success, click on the far left drop-down menu of an assignment rule line, "
|
||
"and select :guilabel:`Probability`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146
|
||
msgid ""
|
||
"From the middle drop-down menu, select the desired equation symbol—most "
|
||
"likely the symbol for *greater than*, *less than*, *greater than or equal "
|
||
"to*, or *less than or equal to*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149
|
||
msgid ""
|
||
"In the far right space, enter the desired number value of the probability. "
|
||
"Finally, click :guilabel:`Save` to save changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153
|
||
msgid ""
|
||
"To configure an assignment rule such that a sales team receives leads that "
|
||
"have a probability of success of 20% or greater, create a :guilabel:`Domain`"
|
||
" line that reads: `Probability >= 20`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0
|
||
msgid ""
|
||
"Sales team domain set to probability greater than or equal to twenty "
|
||
"percent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160
|
||
msgid ""
|
||
"Separate assignment rules can also be configured for individual team "
|
||
"members. From the sales team configuration page, click on a team member in "
|
||
"the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click"
|
||
" :guilabel:`Save` to save changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164
|
||
msgid ""
|
||
"If automatic lead assignment is configured in the settings, both the sales "
|
||
"team and individual team members have the option to :guilabel:`Skip auto "
|
||
"assignment`. Check this box to omit a particular sales team or salesperson "
|
||
"from being assigned leads automatically by Odoo's rule-based assignment "
|
||
"feature. If :guilabel:`Skip auto assignment` is activated, the sales team or"
|
||
" salesperson can still be assigned leads manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170
|
||
msgid ""
|
||
"To manually assign leads to this sales team, click on the :guilabel:`Assign "
|
||
"Leads` button at the top of the sales team configuration page. This will "
|
||
"assign any leads that are currently unassigned and match this team's "
|
||
"specified domain."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:3
|
||
msgid "Track your prospects visits"
|
||
msgstr "跟踪销售线索的访问"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:5
|
||
msgid ""
|
||
"Tracking your website pages will give you much more information about the "
|
||
"interests of your website visitors."
|
||
msgstr "跟踪您的网页将为您提供更多有关网站访问者感兴趣的信息。"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:8
|
||
msgid ""
|
||
"Every tracked page they visit will be recorded on your lead/opportunity if "
|
||
"they use the contact form on your website."
|
||
msgstr "如果他们使用您网站上的联系表单，他们访问的每个跟踪页面都会记录在您的销售线索中。"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:14
|
||
msgid ""
|
||
"To use this feature, install the free module *Lead Scoring* under your "
|
||
"*Apps* page (only available in Odoo Enterprise)."
|
||
msgstr "要使用此功能，请在 *应用* 页面下安装免费模块 *销售线索评分* （仅在 Odoo 企业版中提供）。"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:21
|
||
msgid "Track a webpage"
|
||
msgstr "跟踪网页"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:23
|
||
msgid ""
|
||
"Go to any static page you want to track on your website and under the "
|
||
"*Promote* tab you will find *Optimize SEO*"
|
||
msgstr "转到您要在网站上跟踪的任何静态页面，在 *升级* 选项卡下，您会找到 *优化SEO*"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:29
|
||
msgid "There you will see a *Track Page* checkbox to track this page."
|
||
msgstr "在那里，您将看到一个 *跟踪页面* 复选框来跟踪此页面。"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:35
|
||
msgid "See visited pages in your leads/opportunities"
|
||
msgstr "查看销售线索/商机中访问过的页面"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:37
|
||
msgid ""
|
||
"Now each time a lead is created from the contact form it will keep track of "
|
||
"the pages visited by that visitor. You have two ways to see those pages, on "
|
||
"the top right corner of your lead/opportunity you can see a *Page Views* "
|
||
"button but also further down you will see them in the chatter."
|
||
msgstr ""
|
||
"现在，每次从联系表单中创建销售线索时，它都会跟踪该访客访问的页面。 您可以通过两种方式查看这些页面，在潜在客户/机会的右上角可以看到 *页面浏览量* "
|
||
"按钮，但在更下方的位置，您会在沟通栏中看到它们。"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:43
|
||
msgid ""
|
||
"Both will update if the viewers comes back to your website and visits more "
|
||
"pages."
|
||
msgstr "如果观看者返回您的网站并访问更多页面，两者都将更新。"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:52
|
||
msgid ""
|
||
"The feature will not repeat multiple viewings of the same pages in the "
|
||
"chatter."
|
||
msgstr "该功能不会重复查看沟通栏的相同页面。"
|
||
|
||
#: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:55
|
||
msgid "Your customers will no longer be able to keep any secrets from you!"
|
||
msgstr "您的客户将不再能够对您保密！"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:6
|
||
msgid "Point of Sale"
|
||
msgstr "销售点"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:8
|
||
msgid ""
|
||
"With **Odoo Point of Sale**, run your shops and restaurants easily. The app "
|
||
"works on any device with a web browser, even if you are temporarily offline."
|
||
" Product moves are automatically registered in your stock, you get real-time"
|
||
" statistics, and your data is consolidated across all shops."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:13
|
||
msgid ""
|
||
"`Odoo Tutorials: Point of Sale Tutorials <https://www.odoo.com/slides/point-"
|
||
"of-sale-28>`_"
|
||
msgstr "`Odoo 教程：销售点教程<https://www.odoo.com/slides/point-of-sale-28>`_"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:14
|
||
msgid ":doc:`IoT Boxes Documentations </applications/productivity/iot>`"
|
||
msgstr ":doc:`物联网盒子说明文档 </applications/productivity/iot>`"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:19
|
||
msgid "Start a session"
|
||
msgstr "开始会话"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:21
|
||
msgid ""
|
||
"From the **POS dashboard**, click :guilabel:`New Session`, and at the "
|
||
":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to "
|
||
"start a POS session, or click :guilabel:`Continue Selling` if the session is"
|
||
" already opened."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:26
|
||
msgid ""
|
||
":doc:`Multiple users <point_of_sale/employee_login>` can be logged into the "
|
||
"same session at the same time. However, the session can only be opened once "
|
||
"on the same browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:32
|
||
msgid "Sell products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:34
|
||
msgid ""
|
||
"Click on products to add them to the cart. To change the **quantity**, click"
|
||
" :guilabel:`Qty` and enter the number of products using the keypad. To add a"
|
||
" **discount** or modify the product **price**, click respectively "
|
||
":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:38
|
||
msgid ""
|
||
"Once an order is completed, proceed to checkout by clicking "
|
||
":guilabel:`Payment`. Select the **payment method**, enter the received "
|
||
"amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move "
|
||
"on to the next customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid "POS session interface."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:46
|
||
msgid "You can use both `,` and `.` on your keyboard as decimal separators."
|
||
msgstr "您可以同时使用`,`和`.`在键盘上显示为十进制分隔符。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:47
|
||
msgid ""
|
||
"**Cash** is selected by default if you enter the amount without choosing a "
|
||
"payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:52
|
||
msgid "Set customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:54
|
||
msgid ""
|
||
"Registering your customer is necessary to :doc:`collect their loyalty points"
|
||
" and grant them rewards <point_of_sale/pricing/loyalty>`, automatically "
|
||
"apply the :doc:`attributed pricelist <point_of_sale/pricing/pricelists>`, or"
|
||
" :ref:`generate and print an invoice <receipts-invoices/invoices>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:59
|
||
msgid ""
|
||
"You can create customers from an :ref:`open POS session <pos/session-start>`"
|
||
" by clicking :menuselection:`Customer --> Create`, and filling in the "
|
||
"contact information. You can also create customers from the backend by going"
|
||
" to :menuselection:`Point of Sale --> Orders --> Customers` and clicking "
|
||
":guilabel:`New`. Then, fill in the information and save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:64
|
||
msgid ""
|
||
"To set a customer during an order, access the list of customers by clicking "
|
||
":guilabel:`Customer` on the POS interface. You can also set a customer at "
|
||
"the payment screen by clicking :guilabel:`Customer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:71
|
||
msgid "Customer notes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:73
|
||
msgid ""
|
||
"You can add **customer notes** about specific products directly from an open"
|
||
" :ref:`POS session <pos/session-start>`. For instance, to provide cleaning "
|
||
"and maintenance tips. They can also be used to track a customer's particular"
|
||
" request, such as not wanting the product to be assembled for them."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:77
|
||
msgid ""
|
||
"To do so, select a product and click :guilabel:`Customer Note` on the pad. "
|
||
"Doing so opens a pop-up window in which you can add or modify content for "
|
||
"the note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:81
|
||
msgid ""
|
||
"Product notes from an :doc:`imported SO <point_of_sale/shop/sales_order>` "
|
||
"are displayed identically in the cart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid ""
|
||
"Customer note button and notes (SO and POS session) on products in the cart"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:87
|
||
msgid ""
|
||
"Customer notes appear on customers' receipts and invoices similarly to how "
|
||
"they appear in the cart, under the related product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid ""
|
||
"Customer receipt with notes from an SO and from the customer note feature"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:96
|
||
msgid "Return and refund products"
|
||
msgstr "退货和退款"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:98
|
||
msgid "To return and refund a product,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:100
|
||
msgid ":ref:`start a session <pos/session-start>` from the **POS dashboard**;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:101
|
||
msgid "click :guilabel:`Refund` and select the corresponding order;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:102
|
||
msgid "select the product and the quantity to refund using the keypad;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:103
|
||
msgid "click :guilabel:`Refund` to go back to the previous screen;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:104
|
||
msgid ""
|
||
"once the order is completed, click :guilabel:`Payment` to proceed to the "
|
||
"refund;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:105
|
||
msgid ""
|
||
"click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next "
|
||
"customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid "refund view from a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:111
|
||
msgid ""
|
||
"You can filter the **orders list** by :guilabel:`Receipt Number`, "
|
||
":guilabel:`Date` or :guilabel:`Customer` using the search bar."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:113
|
||
msgid ""
|
||
"You can also refund a product by selecting the returned product from an open"
|
||
" session, and setting a negative quantity that equals the number of returned"
|
||
" products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by "
|
||
"the quantity of returned products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:120
|
||
msgid "Manage the cash register"
|
||
msgstr "管理收银机"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:122
|
||
msgid ""
|
||
"To add or take out cash from the register, click the **menu icon** in the "
|
||
"upper right corner of your screen and :guilabel:`Cash In/Out`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid ""
|
||
"Dropdown menu to close a POS session, reach the backend, add or take cash out or check\n"
|
||
"orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:129
|
||
msgid ""
|
||
"Doing so opens a pop-up window on which you can select :guilabel:`Cash In` "
|
||
"or :guilabel:`Cash Out`, enter the amount and the reason, and click "
|
||
":guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:135
|
||
msgid "Close the POS session"
|
||
msgstr "关闭 PoS 会话"
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:137
|
||
msgid ""
|
||
"To close your session, click the **menu icon** in the upper right corner of "
|
||
"your screen and :guilabel:`Close Session`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:140
|
||
msgid ""
|
||
"Doing so opens the :guilabel:`Closing Control` pop-up screen. From this "
|
||
"screen, you can retrieve various information:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:143
|
||
msgid ""
|
||
"the number of orders made and the total amount made during the session;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:144
|
||
msgid "the expected amounts grouped by payment method."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:146
|
||
msgid ""
|
||
"Before closing this window, count your cash using the calculator icon. Doing"
|
||
" so opens a pop-up window that computes the total amount in the cash drawer "
|
||
"depending on the coins and bills counted and added manually. Then, click "
|
||
":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed"
|
||
" amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money "
|
||
"Details` are specified in the **Notes** section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst-1
|
||
msgid "How to close a POS session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:155
|
||
msgid ""
|
||
"Once you are done controlling the amounts, click :guilabel:`Close Session` "
|
||
"to close and go back to the **POS dashboard**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:159
|
||
msgid ""
|
||
"To reach the backend without closing the session, click :guilabel:`Backend` "
|
||
"on the dropdown menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:161
|
||
msgid "To abort, click :guilabel:`Discard` on the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:162
|
||
msgid ""
|
||
"Depending on your setup, you might only be allowed to close a session if the"
|
||
" expected cash revenue equals the counted cash. To close it anyway, click "
|
||
":guilabel:`Ok` on the :guilabel:`Payments Difference` screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:167
|
||
msgid ""
|
||
"It is strongly advised to close your POS session at the end of each day."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale.rst:168
|
||
msgid ""
|
||
"To look at all your previous sessions, go to :menuselection:`Point of Sale "
|
||
"--> Orders --> Sessions`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:11
|
||
msgid "Access POS settings"
|
||
msgstr "访问 POS 设置"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:13
|
||
msgid ""
|
||
"To access the general POS settings, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Settings`. Then, open the dropdown menu in the "
|
||
":guilabel:`Point of Sale` field and select the POS to configure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "Dropdown menu to select the POS in the app settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:21
|
||
msgid ""
|
||
"These settings are available to users with the :doc:`access rights "
|
||
"</applications/general/users/manage_users>` :guilabel:`Administration` set "
|
||
"as :guilabel:`Settings`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:25
|
||
msgid ""
|
||
"You can also configure some settings from the dashboard by clicking the "
|
||
"vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a "
|
||
"popup window, from which you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:28
|
||
msgid ":doc:`Enable multiple employees to log in. <employee_login>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:29
|
||
msgid ""
|
||
":doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:30
|
||
msgid ":doc:`Connect and set up an ePOS printer. <configuration/epos_ssc>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "popup window to access quick settings in POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:36
|
||
msgid ""
|
||
"These settings are available to users with the :doc:`access rights "
|
||
"</applications/general/users/manage_users>` :guilabel:`Point of Sale` set as"
|
||
" :guilabel:`Administrator`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:41
|
||
msgid "Make products available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst:43
|
||
msgid ""
|
||
"To make products available for sale, go to :menuselection:`Point of Sale -->"
|
||
" Products --> Products`, and select a product to open the product form. In "
|
||
"the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration.rst-1
|
||
msgid "Making a product available in your POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5
|
||
msgid "Self-signed certificate for ePOS printers"
|
||
msgstr "ePOS打印机的自签名证书"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7
|
||
msgid ""
|
||
"ePOS printers are designed to work seamlessly with Point of Sale systems. "
|
||
"Once connected, the two devices automatically share information, enabling "
|
||
"the direct printing of tickets from the POS system to the ePOS printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:12
|
||
msgid ""
|
||
"These `Epson ePOS printers <https://c4b.epson-"
|
||
"biz.com/modules/community/index.php?content_id=91>`_ are compatible with "
|
||
"Odoo:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15
|
||
msgid "TM-H6000IV-DT (Receipt printer only)"
|
||
msgstr "TM-H6000IV-DT（仅限收据打印机）"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:16
|
||
msgid "TM-T70II-DT"
|
||
msgstr "TM-T70II-DT"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:17
|
||
msgid "TM-T88V-DT"
|
||
msgstr "TM-T88V-DT"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:18
|
||
msgid "TM-L90-i"
|
||
msgstr "TM-L90-i"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:19
|
||
msgid "TM-T20II-i"
|
||
msgstr "TM-T20II-i"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:20
|
||
msgid "TM-T70-i"
|
||
msgstr "TM-T70-i"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:21
|
||
msgid "TM-T82II-i"
|
||
msgstr "TM-T82II-i"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22
|
||
msgid "TM-T83II-i"
|
||
msgstr "TM-T83II-i"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:23
|
||
msgid "TM-T88V-i"
|
||
msgstr "TM-T88V-i"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24
|
||
msgid "TM-U220-i"
|
||
msgstr "TM-U220-i"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:25
|
||
msgid "TM-m10"
|
||
msgstr "TM-m10"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:26
|
||
msgid "TM-m30"
|
||
msgstr "TM-m30"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:27
|
||
msgid "TM-P20 (Wi-Fi® model)"
|
||
msgstr "TM-P20（Wi-Fi®模式）"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28
|
||
msgid "TM-P60II (Receipt: Wi-Fi® model)"
|
||
msgstr "TM-P60II（收款：Wi-Fi®模式）"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:29
|
||
msgid "TM-P60II (Peeler: Wi-Fi® model)"
|
||
msgstr "TM-P60II（Peeler：Wi-Fi®模式）"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:30
|
||
msgid "TM-P80 (Wi-Fi® model)"
|
||
msgstr "TM-P80（Wi-Fi®模式）"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:32
|
||
msgid ""
|
||
"To work with Odoo, some models that can be used without an :doc:`IoT box "
|
||
"<../../../productivity/iot/config/connect>` may require :doc:`the HTTPS "
|
||
"protocol <https>` to establish a secure connection between the browser and "
|
||
"the printer. However, trying to reach the printer's IP address using HTTPS "
|
||
"leads to a warning page on most web browsers. In that case, you can "
|
||
"temporarily :ref:`force the connection <epos_ssc/instructions>`, which "
|
||
"allows you to reach the page in HTTPS and use the ePOS printer in Odoo as "
|
||
"long as the browser window stays open."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:40
|
||
msgid ""
|
||
"The connection is lost after closing the browser window. Therefore, this "
|
||
"method should only be used as a **workaround** or as a pre-requisite for the"
|
||
" :ref:`following instructions <epos_ssc/instructions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47
|
||
msgid "Generate, export, and import self-signed certificates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49
|
||
msgid ""
|
||
"For a long-term solution, you must generate a **self-signed certificate**. "
|
||
"Then, export and import it into your browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53
|
||
msgid ""
|
||
"**Generating** an SSL certificate should only be done **once**. If you "
|
||
"create another certificate, devices using the previous one will lose HTTPS "
|
||
"access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:58
|
||
msgid "Windows 10 & Linux OS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:62
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:191
|
||
msgid "Generate a self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193
|
||
msgid ""
|
||
"Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force "
|
||
"the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to "
|
||
"[IP address] (unsafe)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "warning page about the connection privacy on Google Chrome"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:72
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:201
|
||
msgid "Warning page on Google Chrome, Windows 10"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:74
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:203
|
||
msgid ""
|
||
"Then, sign in using your printer credentials to access the ePOS printer "
|
||
"settings. To sign in, enter `epson` in the :guilabel:`ID` field and your "
|
||
"printer serial number in the :guilabel:`Password` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:78
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:207
|
||
msgid ""
|
||
"Click :guilabel:`Certificate List` in the :guilabel:`Authentication` "
|
||
"section, and click :guilabel:`create` to generate a new **Self-Signed "
|
||
"Certificate**. The :guilabel:`Common Name` should be automatically filled "
|
||
"out. If not, fill it in with the printer IP address number. Select the years"
|
||
" the certificate will be valid in the :guilabel:`Validity Period` field, "
|
||
"click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the "
|
||
"printer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:85
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:214
|
||
msgid ""
|
||
"The self-signed certificate is generated. Reload the page and click "
|
||
":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure "
|
||
"**Selfsigned Certificate** is correctly selected in the :guilabel:`Server "
|
||
"Certificate` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218
|
||
msgid "Export a self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220
|
||
msgid ""
|
||
"The export process is heavily dependent on the :abbr:`OS (Operating System)`"
|
||
" and the browser. Start by accessing your ePOS printer settings on your web "
|
||
"browser by navigating to its IP address (e.g., `https://192.168.1.25`). "
|
||
"Then, force the connection as explained in the **Generate a self-signed "
|
||
"certificate tab**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:96
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:225
|
||
msgid "If you are using **Google Chrome**,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227
|
||
msgid ""
|
||
"click :guilabel:`Not secure` next to the search bar, and "
|
||
":guilabel:`Certificate is not valid`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Connection to the printer not secure button in Google Chrome browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233
|
||
msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:105
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:234
|
||
msgid ""
|
||
"add `.crt` at the end of the file name to ensure it has the correct "
|
||
"extension;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:106
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:235
|
||
msgid ""
|
||
"select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom "
|
||
"of the pop-up window;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:108
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:125
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254
|
||
msgid "save, and the certificate is exported."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111
|
||
msgid ""
|
||
"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
|
||
"some browsers might not see the file during the import process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:243
|
||
msgid "If you are using **Mozilla Firefox**,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:116
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245
|
||
msgid "click the **lock-shaped** icon on the left of the address bar;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:246
|
||
msgid ""
|
||
"go to :menuselection:`Connection not secure --> More information --> "
|
||
"Security tab --> View certificate`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Connection is not secure button in Mozilla Firefox browser"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:123
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:252
|
||
msgid "scroll down to the :guilabel:`Miscellaneous` section;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:124
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:253
|
||
msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127
|
||
msgid "Import a self-signed certificate"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129
|
||
msgid ""
|
||
"The import process is heavily dependent on the :abbr:`OS (Operating System)`"
|
||
" and the browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134
|
||
msgid "Windows 10"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136
|
||
msgid ""
|
||
"Windows 10 manages certificates, which means that self-signed certificates "
|
||
"must be imported from the certification file rather than the browser. To do "
|
||
"so,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139
|
||
msgid ""
|
||
"open the Windows File Explorer and locate the downloaded certification file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140
|
||
msgid ""
|
||
"right-click on the certification file and click :guilabel:`Install "
|
||
"Certificate`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:142
|
||
msgid ""
|
||
"select where to install the certificate and for whom - either for the "
|
||
":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, "
|
||
"click :guilabel:`Next`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145
|
||
msgid ""
|
||
"on the `Certificate Store` screen, tick :guilabel:`Place all certificates in"
|
||
" the following store`, click :guilabel:`Browse...`, and select "
|
||
":guilabel:`Trusted Root Certification Authorities`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:151
|
||
msgid "click :guilabel:`Finish`, accept the pop-up security window;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152
|
||
msgid "restart the computer to make sure that the changes are applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154
|
||
msgid "Linux"
|
||
msgstr "Linux"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:158
|
||
msgid "open Chrome;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159
|
||
msgid ""
|
||
"go to :menuselection:`Settings --> Privacy and security --> Security --> "
|
||
"Manage certificates`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161
|
||
msgid ""
|
||
"go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select "
|
||
"the exported certification file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:163
|
||
msgid "accept all warnings;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:164
|
||
msgid "click :guilabel:`ok`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:165
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:175
|
||
msgid "restart your browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:170
|
||
msgid "open Firefox;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:171
|
||
msgid ""
|
||
"go to :menuselection:`Settings --> Privacy & Security --> Security --> View "
|
||
"Certificates... --> Import`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:173
|
||
msgid "select the exported certification file;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:174
|
||
msgid "tick the checkboxes and validate;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:177
|
||
msgid "Mac OS"
|
||
msgstr "Mac OS"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:179
|
||
msgid ""
|
||
"On Mac OS, you can secure the connection for all browsers by following these"
|
||
" steps:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:181
|
||
msgid ""
|
||
"open Safari and navigate to your printer's IP address. Doing so leads to a "
|
||
"warning page;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182
|
||
msgid ""
|
||
"on the warning page, go to :menuselection:`Show Details --> visit this "
|
||
"website --> Visit Website`, validate;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:184
|
||
msgid "reboot the printer so you can use it with any other browser."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:186
|
||
msgid ""
|
||
"To generate and export an SSL certificate and send it to IOS devices, open "
|
||
"**Google Chrome** or **Mozilla Firefox**. Then,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Warning page about the connection privacy on Google Chrome"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Connection to the printer not secure button in Google Chrome"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:240
|
||
msgid ""
|
||
"Make sure that the certificate ends with the extension `.crt`. Otherwise, "
|
||
"some browsers might not find the file during the import process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0
|
||
msgid "Connection is not secure button in Mozilla Firefox"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256
|
||
msgid "Android OS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258
|
||
msgid ""
|
||
"To import an SSL certificate into an Android device, first create and export"
|
||
" it from a computer. Next, transfer the `.crt` file to the device using "
|
||
"email, Bluetooth, or USB. Once the file is on the device,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:262
|
||
msgid "open the settings and search for `certificate`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:263
|
||
msgid "click :guilabel:`Certificate AC` (Install from device storage);"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:264
|
||
msgid "select the certificate file to install it on the device."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267
|
||
msgid ""
|
||
"The specific steps for installing a certificate may vary depending on the "
|
||
"version of Android and the device manufacturer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:270
|
||
msgid "iOS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272
|
||
msgid ""
|
||
"To import an SSL certificate into an iOS device, first create and export it "
|
||
"from a computer. Then, transfer the `.crt` file to the device using email, "
|
||
"Bluetooth, or any file-sharing service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:276
|
||
msgid ""
|
||
"Downloading this file triggers a warning pop-up window. Click "
|
||
":guilabel:`Allow` to download the configuration profile, and close the "
|
||
"second pop-up window. Then,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:279
|
||
msgid "go to the **Settings App** on the iOS device;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280
|
||
msgid "click :guilabel:`Profile Downloaded` under the user's details box;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:281
|
||
msgid "locate the downloaded `.crt` file and select it;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282
|
||
msgid "click :guilabel:`Install` on the top right of the screen;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:283
|
||
msgid "if a passcode is set on the device, enter the passcode;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:284
|
||
msgid ""
|
||
"click :guilabel:`Install` on the top right of the certificate warning screen"
|
||
" and the pop-up window;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:286
|
||
msgid "click :guilabel:`Done`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:290
|
||
msgid ""
|
||
"The certificate is installed, but it still needs to be authenticated. To do "
|
||
"so,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:292
|
||
msgid ""
|
||
"go to :menuselection:`Settings --> General --> About > Certificate Trust "
|
||
"Settings`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:293
|
||
msgid "enable the installed certificate using the **slide button**;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:294
|
||
msgid "click :guilabel:`Continue` on the pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:297
|
||
msgid ""
|
||
"If you need to export SSL certificates from an operating system or web "
|
||
"browser that has not been mentioned, search for `export SSL certificate` + "
|
||
"`the name of your browser or operating system` in your preferred search "
|
||
"engine."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:300
|
||
msgid ""
|
||
"Similarly, to import SSL certificates from an unmentioned OS or browser, "
|
||
"search for `import SSL certificate root authority` + `the name of your "
|
||
"browser or operating system` in your preferred search engine."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:305
|
||
msgid "Check if the certificate was imported correctly"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:307
|
||
msgid ""
|
||
"To confirm your printer's connection is secure, connect to its IP address "
|
||
"using HTTPS. For example, navigate to `https://192.168.1.25` in your "
|
||
"browser. If the SSL certificate has been applied correctly, you should no "
|
||
"longer see a warning page, and the address bar should display a padlock "
|
||
"icon, indicating that the connection is secure."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:3
|
||
msgid "Secure connection (HTTPS)"
|
||
msgstr "安全连接（HTTPS）"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:5
|
||
msgid ""
|
||
"If **Direct Devices** is enabled in a Point of Sale settings (for example, "
|
||
"if you use an ePos printer), HTTP becomes the default protocol."
|
||
msgstr "如果在销售点设置中启用了 **接设** （例如，如果您使用ePos打印机），HTTP将成为默认协议。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:9
|
||
msgid "Force your Point of Sale to use a secure connection (HTTPS)"
|
||
msgstr "强制您的销售点使用安全连接（HTTPS）"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:11
|
||
msgid ""
|
||
"Add a new **key** in the **System Parameters** to force your Point of Sale "
|
||
"to use a secure connection with the HTTPS protocol."
|
||
msgstr "在 **统参数 **添加新的 **** ，以强制您的销售点使用与HTTPS协议的安全连接。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:14
|
||
msgid ""
|
||
"To do so, activate the :ref:`developer mode <developer-mode>`, go to "
|
||
":menuselection:`Settings --> Technical --> Parameters --> System "
|
||
"Parameters`, then create a new parameter, add the following values and click"
|
||
" on *Save*."
|
||
msgstr ""
|
||
"为此，激活：ref:`开发者模式<developer mode>`，转到：菜单选择：`设置 --> 技术性 --> 参数 --> "
|
||
"系统参数`，然后创建一个新参数，添加以下值并单击*保存*。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:18
|
||
msgid "**Key**: `point_of_sale.enforce_https`"
|
||
msgstr " **** : `point_of_sale.enforce_https`"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:19
|
||
msgid "**Value**: `True`"
|
||
msgstr " ****: `True`"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/configuration/https.rst:22
|
||
msgid ":doc:`epos_ssc`"
|
||
msgstr ":doc:`epos_ssc`"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:3
|
||
msgid "Multi-employee management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:5
|
||
msgid ""
|
||
"Odoo Point of Sale allows you to manage access to a specific POS by enabling"
|
||
" the **Multi Employees per Session** feature. When activated, :ref:`you can "
|
||
"select which users can log into the POS <employee_login/use>` and :ref:`keep"
|
||
" track of the employees involved in each order <employee_login/analytics>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:15
|
||
msgid ""
|
||
":ref:`Access the POS settings <configuration/settings>` and select your POS,"
|
||
" or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and "
|
||
"click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per "
|
||
"Session`, and add the allowed employees in the :guilabel:`Allowed Employees`"
|
||
" field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "setting to enable multiple cashiers in POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:26
|
||
msgid "Practical application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:28
|
||
msgid ""
|
||
"Once the feature is activated, cashiers can log in :ref:`by scanning their "
|
||
"badge <employee_login/badge>` or selecting their name from the list of "
|
||
"allowed employees to :ref:`open the session <pos/session-start>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "window to open a session when the multiple cashiers feature is enabled"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:35
|
||
msgid ""
|
||
"To switch to another user :ref:`from an open session <pos/session-start>`, "
|
||
"click the employee name at the top-right of the screen and select the "
|
||
"employee to swap with from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "button to switch from one cashier to another."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:41
|
||
msgid ""
|
||
"You can also require your employees to enter a pin code every time they log "
|
||
"into a POS to prevent them from logging in as someone else. To define the "
|
||
"code, go to the **Employees** app, open the employee form, and click the "
|
||
":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the "
|
||
":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` "
|
||
"category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst-1
|
||
msgid "setting on the employee form to assign a badge ID and a PIN code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:52
|
||
msgid "Log in using badges"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:54
|
||
msgid ""
|
||
"For your employees to be able to log in by scanning their badge, they must "
|
||
"have a badge ID assigned. To do so, go to the **Employees** app, open the "
|
||
"employee form, and click the :guilabel:`HR settings` tab. Then, enter the "
|
||
"badge ID of your choice in the :guilabel:`Badge ID` field of the "
|
||
":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:59
|
||
msgid ""
|
||
"To switch to another user, lock the session by clicking the lock-shaped icon"
|
||
" (:guilabel:`🔓`) at the top-right of the screen and scan your badge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:65
|
||
msgid "Analytics"
|
||
msgstr "分析"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:67
|
||
msgid ""
|
||
"Once you close and post the POS session, access the comprehensive report to "
|
||
"review all session activities, including who initiated the session and who "
|
||
"handled specific orders. To access the session's report, click the vertical "
|
||
"ellipsis button (:guilabel:`⋮`) on the POS card and select "
|
||
":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a "
|
||
"specific session for more detailed information, and click the "
|
||
":guilabel:`Orders` button to view a list of all orders placed during that "
|
||
"session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/employee_login.rst:74
|
||
msgid ""
|
||
"To get an overview of all orders, regardless of the session, click the "
|
||
"vertical ellipsis button (:guilabel:`⋮`) on the POS card and select "
|
||
":guilabel:`Orders` from the :guilabel:`View` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:5
|
||
msgid "Payment methods"
|
||
msgstr "支付方式"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:7
|
||
msgid ""
|
||
"To add a payment method, you first need to create it. Go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Payment Methods --> "
|
||
"New`, and set a name. Check :guilabel:`Identify Customer` to allow this "
|
||
"payment method *exclusively* for registered customers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:11
|
||
msgid ""
|
||
"Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this "
|
||
"payment method for cash payments, or :guilabel:`Bank` to use it for card "
|
||
"payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst-1
|
||
msgid "Creating a new payment method for a POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:18
|
||
msgid ""
|
||
"Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a"
|
||
" Payment Terminal` field in which you can add your :doc:`payment terminal's "
|
||
"information <payment_methods/terminals>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:23
|
||
msgid ":doc:`payment_methods/terminals`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods.rst:25
|
||
msgid ""
|
||
"Once the payment method is created, you can select it in your POS settings. "
|
||
"To do so, go to the :ref:`POS' settings <configuration/settings>`, click "
|
||
":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` "
|
||
"section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5
|
||
msgid "Payment terminals"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7
|
||
msgid ""
|
||
"Connecting and integrating a payment terminal with your POS system allows "
|
||
"you to accept multiple payment options, including credit and debit cards, "
|
||
"making the payment process more efficient."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13
|
||
msgid ""
|
||
"Go to the :doc:`application settings <../configuration>`, scroll down to the"
|
||
" :guilabel:`Payment Terminals` section, and tick your terminal's checkbox."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1
|
||
msgid "checkbox in the settings to enable a payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:19
|
||
msgid "Then, follow the corresponding documentation to configure your device:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21
|
||
msgid ":doc:`Adyen configuration <terminals/adyen>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:22
|
||
msgid ":doc:`Ingenico configuration <terminals/ingenico>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23
|
||
msgid ":doc:`SIX configuration <terminals/six>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24
|
||
msgid ":doc:`Stripe configuration <terminals/stripe>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25
|
||
msgid ":doc:`Vantiv configuration <terminals/vantiv>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26
|
||
msgid ":doc:`Worldline configuration <terminals/worldline>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28
|
||
msgid ""
|
||
"Once the terminal is configured, you can :doc:`create the corresponding "
|
||
"payment method and add it to the POS <../payment_methods>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3
|
||
msgid "Adyen"
|
||
msgstr "Adyen"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5
|
||
msgid ""
|
||
"Connecting an **Adyen payment terminal** allows you to offer a fluid payment"
|
||
" flow to your customers and ease the work of your cashiers."
|
||
msgstr "通过连接**Adyen支付终端**，您可以为客户提供流畅的支付流，同时简化收银员的工作。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9
|
||
msgid ""
|
||
"Adyen works only with businesses processing **more** than **10 million "
|
||
"annually** or invoicing a **minimum** of **1,000** transactions **per "
|
||
"month**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:15
|
||
msgid ""
|
||
"Start by creating your Adyen account on `Adyen's website "
|
||
"<https://www.adyen.com/>`_. Then, board your terminal following the steps "
|
||
"described on your terminal's screen."
|
||
msgstr "首先在`Adyen网站<https://www.adyen.com/>`_创建您的Adyen账户。然后，按照终端屏幕上描述的步骤登录终端。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:19
|
||
msgid ""
|
||
"`Adyen Docs - Payment terminal quickstart guides "
|
||
"<https://docs.adyen.com/point-of-sale/user-manuals>`_."
|
||
msgstr ""
|
||
"`Adyen文件：付款终端快速入门指南<https://docs.adyen.com/point-of-sale/user-manuals>`_。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:23
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:36
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63
|
||
msgid "Configure the payment method"
|
||
msgstr "配置支付方式"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:25
|
||
msgid ""
|
||
"First, go to :menuselection:`Point of Sale --> Configuration --> Settings "
|
||
"--> Payment Terminals`, and enable :guilabel:`Adyen`. Then, go to "
|
||
":menuselection:`Configuration --> Payment Methods` and create a new payment "
|
||
"method. Select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` "
|
||
"field."
|
||
msgstr ""
|
||
"首先，跳转至：菜单选择：`销售点-->配置-->设置-->支付终端`，然后启用：guilabel：`Adyen`。然后，跳转至：菜单选择：`配置-->付款方式`，创建付款方式。在guilabel：`使用支付终端`栏中选择：guillabel：`Adyen`。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31
|
||
msgid ""
|
||
"The selected journal **must** be a bank journal for the :guilabel:`Use a "
|
||
"payment terminal` field to appear."
|
||
msgstr "所选账簿**必须**为银行账簿，才能显示：guilabel：`使用支付终端`栏。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:34
|
||
msgid ""
|
||
"Finally, fill the mandatory fields with an :guilabel:`Adyen API key`, and an"
|
||
" :guilabel:`Adyen Terminal Identifier`."
|
||
msgstr "最后，用：guilabel：`Adyen API密钥`和：guillabel：`Adyen终端标识符`填写必填栏。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:38
|
||
msgid "Generate an Adyen API key"
|
||
msgstr "生成Adyen API密钥"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40
|
||
msgid ""
|
||
"The **Adyen API key** is a key used to authenticate your requests. To "
|
||
"generate an API key, go to your **Adyen account**."
|
||
msgstr "**Adyen API密钥**用于验证请求。生成API密钥，请跳转至您的**Adyen帐户**。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:43
|
||
msgid ""
|
||
"Then, go to :menuselection:`Developers --> API credentials`. Create a new "
|
||
"credential or click on an existing one."
|
||
msgstr "然后，跳转至：菜单选择：`开发人员-->API凭证`。创建凭据或单击现有凭证。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46
|
||
msgid ""
|
||
"Click on :guilabel:`Generate an API key` and copy-paste that key onto the "
|
||
"Odoo mandatory field."
|
||
msgstr "单击：guilabel：`生成API密钥`，将生成的密钥复制粘贴至Odoo必填栏。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:49
|
||
msgid ""
|
||
"`Adyen Docs - API credentials <https://docs.adyen.com/development-"
|
||
"resources/api-credentials#generate-api-key>`_."
|
||
msgstr ""
|
||
"`Adyen文件：API凭证<https://docs.adyen.com/development-resources/api-"
|
||
"credentials#generate-api-key>`_。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:53
|
||
msgid "Locate the Adyen terminal identifier"
|
||
msgstr "找到Adyen终端标识符"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:55
|
||
msgid ""
|
||
"The **Adyen Terminal Identifier** is your terminal's serial number, which is"
|
||
" used to identify the hardware."
|
||
msgstr "**Adyen终端标识符**是终端的序列号，用于识别硬件。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:58
|
||
msgid ""
|
||
"To find this number, go to your **Adyen account**. Then, go to "
|
||
":menuselection:`Point of Sale --> Terminals`, select the terminal to link, "
|
||
"and copy-paste its serial number onto the Odoo mandatory field."
|
||
msgstr ""
|
||
"查找终端序列号，请跳转至您的**Adyen帐户**。然后，跳转至：菜单选择：“销售点-->终端”，选择要连接的终端，并将其序列号复制粘贴至Odoo必填栏。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:63
|
||
msgid "Set the Event URLs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65
|
||
msgid ""
|
||
"For Odoo to know when a payment is made, you must set the terminal **Event "
|
||
"URLs**. To do so,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:67
|
||
msgid "log in to `Adyen's website <https://www.adyen.com/>`_;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68
|
||
msgid ""
|
||
"go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and"
|
||
" select the connected terminal;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:70
|
||
msgid "from the terminal settings, click :guilabel:`Integrations`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:71
|
||
msgid ""
|
||
"set the :guilabel:`Switch to decrypted mode to edit this setting` field as "
|
||
":guilabel:`Decrypted`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:72
|
||
msgid ""
|
||
"click the **pencil icon** button and enter your server address, followed by "
|
||
"`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:74
|
||
msgid ""
|
||
"click :guilabel:`Save` at the bottom of the screen to save the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:77
|
||
msgid "Add a new payment method"
|
||
msgstr "新增一个支付方式"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79
|
||
msgid ""
|
||
"To add a new **payment method** to a point of sale, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, "
|
||
"select the POS and go to :menuselection:`Payments --> Payment Methods`, and "
|
||
"add your new method for Adyen."
|
||
msgstr ""
|
||
"为销售点添加**付款方式**，请跳转至：菜单选择：`销售点-->配置-->销售点`。然后，选择销售点，跳转至：菜单选择：`付款-->付款方式`，然后为Adyen添加新方法。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:53
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:65
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:86
|
||
msgid "Pay with a payment terminal"
|
||
msgstr "用支付终端付款"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:86
|
||
msgid ""
|
||
"When processing a payment, select :guilabel:`Adyen` as the payment method. "
|
||
"Check the amount and click on :guilabel:`Send`. Once the payment is "
|
||
"successful, the status changes to :guilabel:`Payment Successful`."
|
||
msgstr ""
|
||
"处理付款时，选择：guilabel：`Adyen`作为付款方式。检查金额，单击：guilabel：`发送`。付款成功后，状态变为：guilabel：`付款成功`。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0
|
||
msgid ""
|
||
"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."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0
|
||
msgid ""
|
||
"This option is only available after receiving an error message informing you"
|
||
" that the connection failed."
|
||
msgstr "仅在收到错误消息，通知您连接失败后，此选项才可用。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:95
|
||
msgid "To cancel the payment request, click on :guilabel:`cancel`."
|
||
msgstr "取消付款申请，单击：guilabel：`取消`。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3
|
||
msgid "Ingenico"
|
||
msgstr "Ingenico "
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5
|
||
msgid ""
|
||
"Connecting a payment terminal allows you to offer a fluid payment flow to "
|
||
"your customers and ease the work of your cashiers."
|
||
msgstr "连接支付终端可为客户提供流畅的支付流程，并方便收银员的工作。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:8
|
||
msgid ""
|
||
"Please note that Ingenico is currently only available for customers in the "
|
||
"Benelux."
|
||
msgstr "请注意，Ingenico目前仅向比荷卢地区客户提供。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:15
|
||
msgid "Connect an IoT Box"
|
||
msgstr "连接一个IOT 盒子"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:17
|
||
msgid ""
|
||
"Connecting an Ingenico Payment Terminal to Odoo is a feature that requires "
|
||
"an IoT Box. For more information on how to connect an IoT Box to your "
|
||
"database, please refer to the :doc:`IoT documentation "
|
||
"</applications/productivity/iot/config/connect>`."
|
||
msgstr ""
|
||
"将Ingenico支付终端连接到Odoo是一项需要物联网盒的功能。有关如何将物联网盒连接到数据库的更多信息，请参阅：:doc:`物联网文档</applications/productivity/iot/config/connect>`。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:22
|
||
msgid "Configure the Lane/5000 for Ingenico BENELUX"
|
||
msgstr "为比荷卢Ingenico配置Lane/5000"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:24
|
||
msgid ""
|
||
"Click on the F button of the terminal, then go in the :menuselection:`PoS "
|
||
"Menu --> Settings` and enter the settings password."
|
||
msgstr "点击终端上的F按钮，然后前往 :menuselection:`PoS菜单 --> 设置`并输入设置密码。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27
|
||
msgid ""
|
||
"Now, click on connection change and TCP/IP. Type the IP of your *IoT Box* "
|
||
"(you can find it on the form view of your IoT Box). Then, enter 9000 as "
|
||
"port. The terminal will restart. Once it is done, go on your *IoT Box* form "
|
||
"in Odoo and verify that the terminal has been found."
|
||
msgstr ""
|
||
"现在，单击连接更改和TCP/IP。键入*物联网盒*的IP（可以在物联网盒的表单视图中找到）。然后，输入9000作为端口。终端将重新启动。完成后，在Odoo中填写*物联网盒*表格，并验证终端是否已找到。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:38
|
||
msgid ""
|
||
"First, go in the general settings of the POS app, and activate the Ingenico "
|
||
"setting."
|
||
msgstr "首先，进入POS应用程序的一般设置，并启用Ingenico设置。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:44
|
||
msgid ""
|
||
"Go back in :menuselection:`Point of Sale --> Configuration --> Point of "
|
||
"Sale`, go in the payments section and access your payment methods. Create a "
|
||
"new payment method for Ingenico, select the payment terminal option "
|
||
"Ingenico, and select your payment terminal device."
|
||
msgstr ""
|
||
"回到 :menuselection:`POS --> 配置 --> "
|
||
"POS`，进入支付版块并查看你的支付方式。为Ingenico创建新支付方式，选择支付终端选项Ingenico，并选择你的支付终端设备。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55
|
||
msgid ""
|
||
"In your *PoS interface*, when processing a payment, select a *Payment "
|
||
"Method* using a payment terminal. Check that the amount in the tendered "
|
||
"column is the one that has to be sent to the payment terminal and click on "
|
||
"*Send*. When the payment is successful, the status will change to *Payment "
|
||
"Successful*."
|
||
msgstr ""
|
||
"在*PoS界面*，当处理付款时，选择使用支付终端的*支付方式*。检查栏目中的金额是否为须发送到付款终端的金额并单击*发送*。当付款成功时，状态将更改为*付款成功*。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:64
|
||
msgid ""
|
||
"If you want to cancel the payment request, click on cancel. You can still "
|
||
"retry to send the payment request."
|
||
msgstr "如需取消付款请求，点击取消。你仍可重试发送付款请求。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:67
|
||
msgid ""
|
||
"If there is any issue with the payment terminal, you can still force the "
|
||
"payment using the *Force Done*. This will allow you to validate the order in"
|
||
" Odoo even if the connection between the terminal and Odoo has issues."
|
||
msgstr "如果支付终端有任何问题，您仍然可以使用*强制完成*强制支付。这将允许您在Odoo中验证订单，即使终端和Odoo之间的连接有问题。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:73
|
||
msgid ""
|
||
"This option will only be available if you received an error message telling "
|
||
"you the connection failed."
|
||
msgstr "只有当您收到一条错误消息，告诉您连接失败时，此选项才可用。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:76
|
||
msgid ""
|
||
"Once your payment is processed, on the payment record, you’ll find the type "
|
||
"of card that has been used and the transaction ID."
|
||
msgstr "付款处理完毕后，在支付记录上可以看到使用的卡片类型和交易ID。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3
|
||
msgid "SIX"
|
||
msgstr "SIX"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5
|
||
msgid ""
|
||
"Connecting a **SIX payment terminal** allows you to offer a fluid payment "
|
||
"flow to your customers and ease the work of your cashiers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9
|
||
msgid ""
|
||
"Even though Worldline has acquired SIX Payment Services and both companies "
|
||
"use Yomani payment terminals, the firmware they run is different. Terminals "
|
||
"received from Worldline are, therefore, not compatible with this "
|
||
"integration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17
|
||
msgid "Install the POS IoT Six module"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19
|
||
msgid ""
|
||
"To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the "
|
||
":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds "
|
||
"the necessary driver and interface to your database to detect Six terminals."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24
|
||
msgid "This module replaces the **POS Six** module."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27
|
||
msgid "Connect an IoT box"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29
|
||
msgid ""
|
||
"Connecting a Six payment terminal to Odoo is requires :doc:`using a "
|
||
"Raspberry Pi or virtual (for Windows OS only) IoT box "
|
||
"</applications/productivity/iot/config/connect>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33
|
||
msgid "Configure the terminal ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35
|
||
msgid ""
|
||
"Navigate to your IoT Box homepage, where you can find the :guilabel:`Six "
|
||
"payment terminal` field once your database server is connected to the IoT "
|
||
"box. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field "
|
||
"with the ID received from Six, and click :guilabel:`Connect`. Your Six "
|
||
"terminal ID should appear in the :guilabel:`Current Terminal Id` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "Setting the Six terminal ID"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43
|
||
msgid ""
|
||
"Odoo automatically restarts the IoT box when the Six terminal ID is "
|
||
"configured. If your Six terminal is online, it will be automatically "
|
||
"detected and connected to the database. Check the IoT box homepage under the"
|
||
" :guilabel:`Payments` section to confirm the connection."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "Confirming the connection to the Six payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55
|
||
msgid ""
|
||
"From your database, go to :menuselection:`Point of Sale --> Configuration "
|
||
"--> Payment Methods` to create a new payment method specifically for Six. "
|
||
"Click :guilabel:`New`, enter a :guilabel:`Name`, set the :guilabel:`Journal`"
|
||
" field as :guilabel:`Bank`, the :guilabel:`Use a Payment Terminal` field as "
|
||
":guilabel:`SIX IOT`, and select the corresponding device in the "
|
||
":guilabel:`Payment Terminal Device` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "Creating a new payment method for the SIX payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:67
|
||
msgid ""
|
||
"When processing a payment, select :ref:`your Six payment method "
|
||
"<six/configure>` in the :guilabel:`Payment Method` section and click "
|
||
":guilabel:`Send`. To cancel the payment request, click :guilabel:`Cancel`. "
|
||
"Once the payment is successful, the status switches to :guilabel:`Payment "
|
||
"Successful`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1
|
||
msgid "Paying with Six"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:76
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91
|
||
msgid ""
|
||
"Once your payment is processed, the type of card used and the transaction ID"
|
||
" appear on the payment record."
|
||
msgstr "处理付款后，所用卡的类型和交易ID将显示在付款记录上。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:78
|
||
msgid ""
|
||
"The language used for error messages is the same as the Six terminal. "
|
||
"Configure the terminal to change the language or contact Six."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:80
|
||
msgid "By default, the port used by the Six terminal is `7784`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:83
|
||
msgid ""
|
||
"If there are connection issues between the payment terminal and Odoo, you "
|
||
"can still force the payment validation in Odoo using the :guilabel:`Force "
|
||
"Done` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3
|
||
msgid "Stripe"
|
||
msgstr "Stripe"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9
|
||
msgid ""
|
||
":doc:`Use Stripe as payment provider. "
|
||
"<../../../../finance/payment_providers/stripe>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:17
|
||
msgid ""
|
||
"Activate **Stripe** in the settings by going to :menuselection:`Point of "
|
||
"Sale --> Configuration --> Settings --> Payment Terminals` and enabling "
|
||
":guilabel:`Stripe`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:20
|
||
msgid "Then, create the payment method:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, "
|
||
"click :guilabel:`Create`, and complete the :guilabel:`Method` field with "
|
||
"your payment method's name;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24
|
||
msgid ""
|
||
"Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use"
|
||
" a Payment Terminal` field as :guilabel:`Stripe`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:26
|
||
msgid ""
|
||
"Enter your payment terminal serial number in the :guilabel:`Stripe Serial "
|
||
"Number` field;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27
|
||
msgid ""
|
||
"Click :guilabel:`Don't forget to complete Stripe connect before using this "
|
||
"payment method.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
|
||
msgid "payment method creation form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34
|
||
msgid ""
|
||
"Click :guilabel:`Identify Customer` to allow this payment method "
|
||
"**exclusively** for identified customers. For any unidentified customers to "
|
||
"be able to pay with Stripe, leave the :guilabel:`Identify Customer` field "
|
||
"unchecked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:37
|
||
msgid ""
|
||
"The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`"
|
||
" can stay empty to use the default accounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:39
|
||
msgid ""
|
||
"Find your payment terminal serial number under the device or on `Stripe's "
|
||
"dashboard <https://dashboard.stripe.com>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:43
|
||
msgid "Connect Stripe to Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:45
|
||
msgid ""
|
||
"Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a "
|
||
"configuration page. Fill in all the information to create your Stripe "
|
||
"account and link it with Odoo. Once the forms are completed, the API keys "
|
||
"(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on"
|
||
" **Stripe's** website. To do so, click :guilabel:`Get your Secret and "
|
||
"Publishable keys`, click the keys to copy them, and paste them into the "
|
||
"corresponding fields in Odoo. Your terminal is ready to be configured in a "
|
||
"POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1
|
||
msgid "stripe connection form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:57
|
||
msgid ""
|
||
"When you use **Stripe** exclusively in Point of Sale, you only need the "
|
||
"**Secret Key** to use your terminal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:59
|
||
msgid ""
|
||
"When you use Stripe as **payment provider**, the :guilabel:`State` can stay "
|
||
"set as :guilabel:`Disabled`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:61
|
||
msgid ""
|
||
"For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button "
|
||
"does not work. To retrieve the API keys manually, log in to your `Stripe "
|
||
"dashboard <https://dashboard.stripe.com>`_, type `API` in the search bar, "
|
||
"and click :guilabel:`Developers > API`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:67
|
||
msgid "Configure the payment terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:69
|
||
msgid ""
|
||
"Swipe right on your payment terminal, click :guilabel:`Settings`, enter the "
|
||
"admin PIN code, validate and select your network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:73
|
||
msgid "The device must be connected to a secured WI-FI network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74
|
||
msgid "Your Odoo database and payment terminal must share the same network."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:75
|
||
msgid ""
|
||
"You must enter the admin PIN code to access your payment terminal settings. "
|
||
"By default, this code is `07139`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:79
|
||
msgid "Link the payment method to a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81
|
||
msgid ""
|
||
"To add a **payment method** to your point of sale, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. Select the "
|
||
"POS, scroll down to the :guilabel:`Payments` section, and add your payment "
|
||
"method for **Stripe** in the :guilabel:`Payment Methods` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88
|
||
msgid ""
|
||
"When processing a payment, select :guilabel:`Stripe` as the payment method. "
|
||
"Check the amount and click :guilabel:`Send`. Once the payment is successful,"
|
||
" the status changes to :guilabel:`Payment Successful`. To cancel the payment"
|
||
" request, click :guilabel:`cancel`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:97
|
||
msgid "The terminal must have at least 10% battery level to use it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98
|
||
msgid "The device does not work for payments under €0.50."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:101
|
||
msgid "Troubleshooting"
|
||
msgstr "故障排除"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:104
|
||
msgid "Payment terminal unavailable in your Stripe account"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:106
|
||
msgid ""
|
||
"If the payment terminal is unavailable in your Stripe account, you must add "
|
||
"it manually:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:108
|
||
msgid ""
|
||
"Log into your `Stripe's dashboard <https://dashboard.stripe.com>`_ and go to"
|
||
" :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:110
|
||
msgid ""
|
||
"Add a location by clicking the :guilabel:`+ New` button or selecting an "
|
||
"already created location;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:111
|
||
msgid ""
|
||
"Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill "
|
||
"in the required information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:115
|
||
msgid ""
|
||
"You must provide a **registration code**. To retrieve that code, swipe right"
|
||
" on your device, enter the admin PIN code (by default: `07139`), validate, "
|
||
"and click :guilabel:`Generate a registration code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:3
|
||
msgid "Vantiv"
|
||
msgstr "Vantiv"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:5
|
||
msgid ""
|
||
"Connecting a Vantiv payment terminal allows you to offer a fluid payment "
|
||
"flow to your customers and ease the work of your cashiers."
|
||
msgstr "连接Vantiv支付终端可为客户提供流畅的支付流程，并方便收银员的工作。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:9
|
||
msgid ""
|
||
"Please note MercuryPay only operates with US and Canadian banks, making this"
|
||
" procedure only suitable for North American businesses."
|
||
msgstr "请注意，MercuryPay仅适用于美国和加拿大银行，因此这一程序只适合北美公司。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13
|
||
msgid ""
|
||
"Vantiv card readers should be purchased exclusively from Vantiv, as certain "
|
||
"Vantiv terminals bought on Amazon do not include the correct encryption "
|
||
"needed to be used with an Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20
|
||
msgid "Configure the Payment Method"
|
||
msgstr "配置支付方式"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22
|
||
msgid ""
|
||
"First, go in the general settings of the POS app, and activate the Vantiv "
|
||
"setting."
|
||
msgstr "首先，进入POS应用程序的一般设置，并启用Vantiv设置。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28
|
||
msgid ""
|
||
"Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
|
||
"go in the payments section and access your payment methods. Create a new "
|
||
"payment method for Vantiv, select the payment terminal option Vantiv, and "
|
||
"create new Vantiv credentials."
|
||
msgstr ""
|
||
"回到 :menuselection:`POS --> 配置 --> "
|
||
"POS`，进入支付版块并查看你的支付方式。为Vantiv创建新支付方式，选择支付终端选项Vantiv，并创建新的Vantiv凭据。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36
|
||
msgid ""
|
||
"To create new Vantiv credentials, fill in your merchant ID and password, "
|
||
"then save. Make sure the credentials you just created are selected, then "
|
||
"save the payment method."
|
||
msgstr "要创建新的Vantiv凭据，请填入你的商户ID和密码，然后保存。确保选中你刚才创建的凭据，然后保存该支付方式。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44
|
||
msgid "Pay with a Payment Terminal"
|
||
msgstr "用支付终端付款"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46
|
||
msgid ""
|
||
"In your PoS interface, at the moment of the payment, select your Vantiv "
|
||
"payment method and… that’s all."
|
||
msgstr "付款时，在你的PoS界面选择Vantiv支付方式并...完成。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3
|
||
msgid "Worldline"
|
||
msgstr "Worldline"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9
|
||
msgid "Please note that Worldline is currently only available in the Benelux."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:17
|
||
msgid ""
|
||
"Connecting a Worldline Payment Terminal to Odoo is a feature that requires "
|
||
"an IoT Box. For more information on how to connect one to your database, "
|
||
"please refer to the :doc:`IoT documentation "
|
||
"</applications/productivity/iot/config/connect>`."
|
||
msgstr ""
|
||
"将Worldline支付终端连接到Odoo是一项需要物联网盒的功能。有关如何将其连接到数据库的更多信息，请参阅：:doc:`物联网文档</applications/productivity/iot/config/connect>`。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:22
|
||
msgid "Configure the protocol"
|
||
msgstr "配置协议"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:24
|
||
msgid ""
|
||
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
|
||
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
|
||
":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> "
|
||
"CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent "
|
||
"screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). "
|
||
"Finally, press **Stop** three times; the terminal automatically restarts."
|
||
msgstr ""
|
||
"在终端上，单击：菜单选择：`“.”-->3-->停止-->3-->0-->9`。输入技术密** “1235789” "
|
||
"**单击：菜单选择：`确定-->4-->2`。然后，单击：菜单选择：`更改-->CTEP（作为协议ECR）-->确定`。在随后的屏幕上单击 **定 "
|
||
"**次（*CTEP ticket ECR*、*ECR ticket width*和*Character set*）。最后，按 **止 "
|
||
"**次；终端自动重启。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:31
|
||
msgid "Set the IP address"
|
||
msgstr "设置IP地址"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:33
|
||
msgid ""
|
||
"From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> "
|
||
"0 --> 9`. Enter the technician password **\"1235789\"** and click on "
|
||
":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> "
|
||
"TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`"
|
||
" (*TCP Configuration client* screen)."
|
||
msgstr ""
|
||
"在终端上，单击：菜单选择：`“.”-->3-->停止-->3-->0-->9`。输入技术密** “1235789” "
|
||
"**单击：菜单选择：`确定-->4-->9`。然后，单击：菜单选择：`Change-->TCP/IP`（*TCP physical "
|
||
"configuration*屏幕）：菜单选择：`-->OK-->OK`（*TCP configuration client*屏幕）。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:38
|
||
msgid "Finally, set up the hostname and port number."
|
||
msgstr "最后，设置主机名和端口号。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:41
|
||
msgid "Hostname"
|
||
msgstr "主机名"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:44
|
||
msgid ""
|
||
"To set up the hostname, enter your IoT box's IP address' sequence numbers "
|
||
"and press **OK** at each \".\" until you reach the colon symbol."
|
||
msgstr "要设置主机名，请输入物联网盒的IP地址“序列号”，然后在每个“.”处按**OK**，直到到达冒号符号。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45
|
||
msgid "Then, press **OK** twice."
|
||
msgstr "然后，** OK **次。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
|
||
msgid "Here's an IP address sequence: `10.30.19.4:8069`."
|
||
msgstr "这是一个IP地址序列：`10.30.19.4:8069`。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0
|
||
msgid ""
|
||
"On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> "
|
||
"19 --> OK --> 4 --> OK --> OK`."
|
||
msgstr ""
|
||
"在*主机名屏幕*上，键入：菜单选择：`10 —> OK —> 30 —> OK —> 19 —> OK —> 4 —> OK —> OK`."
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:53
|
||
msgid ""
|
||
"Your IoT box's IP address is available in your IoT Box application's "
|
||
"database."
|
||
msgstr "物联网盒的IP地址在物联网盒应用程序的数据库中可用。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:56
|
||
msgid "Port number"
|
||
msgstr "端口号"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:58
|
||
msgid ""
|
||
"On the *Port number* screen, enter **9001** (or **9050** for Windows) and "
|
||
"click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> "
|
||
"OK`. Click on **Stop** three times; the terminal automatically restarts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:65
|
||
msgid ""
|
||
"From the Point of Sale application, go to :menuselection:`Configuration --> "
|
||
"Settings --> Payment terminals` and activate the *Worldline* payment "
|
||
"terminal."
|
||
msgstr "从销售点应用程序转到：菜单选择：`配置-->设置-->支付终端`并激活*Worldline*支付终端。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:71
|
||
msgid ""
|
||
"Then, go to :menuselection:`Configuration --> Payment methods` and create a "
|
||
"new payment method for *Worldline*. Select the payment terminal *Worldline* "
|
||
"and your payment terminal device on your *Payment Method form*."
|
||
msgstr ""
|
||
"然后，转到：菜单选择：`配置-->付款方式`并为*Worldline*创建新的付款方式。在*支付方式表单*上选择支付终端*Worldline*和您的支付终端设备。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:78
|
||
msgid "Technician password: `1235789`"
|
||
msgstr "技术密码：`1235789`"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:79
|
||
msgid ""
|
||
"To reach Wordline's technical assistance, call `02 727 61 11` and choose "
|
||
"\"merchant\". Your call is automatically transferred to the desired service."
|
||
msgstr "要获得Wordline的技术援助，请致电`02 727 61 11`，然后选择“merchant”。您的呼叫会自动转移到所需的服务。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81
|
||
msgid ""
|
||
"Configure the cashier terminal if you have both a customer and a cashier "
|
||
"terminal."
|
||
msgstr "如果您同时拥有客户和出纳终端，请配置出纳终端。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:82
|
||
msgid ""
|
||
"To avoid blocking the terminal, check the initial configuration beforehand."
|
||
msgstr "为了避免堵塞终端，请事先检查初始配置。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:83
|
||
msgid ""
|
||
"Set a fixed IP to your IoT Box’s router to prevent losing the connexion."
|
||
msgstr "为物联网盒的路由器设置固定IP，以防止失去连接。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88
|
||
msgid ""
|
||
"When processing a payment, select *Worldline* as payment method. Check the "
|
||
"amount and click on *Send*. Once the payment is successful, the status "
|
||
"changes to *Payment Successful*."
|
||
msgstr "处理付款时，选择*Worldline*作为付款方式。检查金额并单击*发送*。支付成功后，状态变为*支付成功*。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:98
|
||
msgid ""
|
||
"In case of connexion issues between Odoo and the payment terminal, force the"
|
||
" payment by clicking on *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."
|
||
msgstr "如果Odoo和支付终端之间存在连接问题，请单击*强制完成*强制支付，这允许您验证订单。只有在收到错误消息通知您连接失败后，此选项才可用。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:101
|
||
msgid "To cancel the payment request, click on **cancel**."
|
||
msgstr "要取消付款请求，请单击 **** 。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing.rst:5
|
||
msgid "Pricing features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3
|
||
msgid "Cash rounding"
|
||
msgstr "现金舍入"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5
|
||
msgid ""
|
||
"**Cash rounding** is required when the lowest physical denomination of "
|
||
"currency, or the smallest coin, is higher than the minimum unit of account."
|
||
msgstr "当货币或硬币的最低实物面值高于最小的记账单位时，需要进行 **金舍** ."
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9
|
||
msgid ""
|
||
"For example, some countries require their companies to round up or down the "
|
||
"total amount of an invoice to the nearest five cents, when the payment is "
|
||
"made in cash."
|
||
msgstr "例如，某些国家要求公司在以现金支付时，将开票总额四舍五入到最接近的五美分."
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13
|
||
msgid ""
|
||
"Each point of sale in Odoo can be configured to apply cash rounding to the "
|
||
"totals of its bills or receipts."
|
||
msgstr "在Odoo的每个POS都可以配置为将现金舍入到其账单或收据的总数。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Settings` and "
|
||
"enable *Cash Rounding*, then click on *Save*."
|
||
msgstr "前往 :menuselection:`POS --> 配置 --> 设置`并启用*现金舍入*，然后点击*保存*。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, "
|
||
"open the point of sale you want to configure, and enable the *Cash Rounding*"
|
||
" option."
|
||
msgstr "前往 :menuselection:`POS --> 配置 --> POS`，打开你想要配置的POS，并启用*现金舍入*选项。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29
|
||
msgid ""
|
||
"To define the **Rounding Method**, open the drop-down list and click on "
|
||
"*Create and Edit...*."
|
||
msgstr "如要定义 **入方** ，打开下拉列表并点击*创建并编辑...*。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32
|
||
msgid ""
|
||
"Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*,"
|
||
" then save both the Rounding Method and your Point of Sale settings."
|
||
msgstr "在这里定义你的*舍入精度*、*利润科目*和*损失科目*，然后保存舍入方法和你的POS设置。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39
|
||
msgid ""
|
||
"All total amounts of this point of sale now add a line to apply the rounding"
|
||
" according to your settings."
|
||
msgstr "这个POS的所有总金额现在都会增加一行，根据你的设置应用现金舍入。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46
|
||
msgid ""
|
||
"Odoo Point of Sale only supports the :guilabel:`Add a rounding line` "
|
||
"rounding strategy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3
|
||
msgid "Discount tags (barcode scanner)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:5
|
||
msgid ""
|
||
"If you want to sell your products with a discount, for a product getting "
|
||
"close to its expiration date for example, you can use discount tags. They "
|
||
"allow you to scan discount barcodes."
|
||
msgstr "如你想打折销售产品，例如对于已经临期的产品，你可使用折扣标签。这样可以扫描折扣条码。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10
|
||
msgid "To use discount tags you will need to use a barcode scanner."
|
||
msgstr "如要使用折扣标签，你需要使用条码扫描器。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13
|
||
msgid "Barcode Nomenclature"
|
||
msgstr "条形码命名规则"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15
|
||
msgid "To use discounts tags, we need to learn about barcode nomenclature."
|
||
msgstr "为使用折扣标签，我们需要了解条码命名规则。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:17
|
||
msgid ""
|
||
"Let's say you want to have a discount for the product with the following "
|
||
"barcode:"
|
||
msgstr "假设你想对以下条码的产品打折："
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:23
|
||
msgid ""
|
||
"You can find the *Default Nomenclature* under the settings of your PoS "
|
||
"interface."
|
||
msgstr "你可在PoS界面设置下找到*默认命名规则*。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:32
|
||
msgid ""
|
||
"Let's say you want 50% discount on a product you have to start your barcode "
|
||
"with 22 (for the discount barcode nomenclature) and then 50 (for the %) "
|
||
"before adding the product barcode. In our example, the barcode would be:"
|
||
msgstr "假设你想对一个产品打折50%，你必须在添加产品条码之前先加上22（用于折扣条码命名）和50（用于折扣%）。 在我们的例子中，条码应为："
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41
|
||
msgid "Scan the products & tags"
|
||
msgstr "扫描产品和标签"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:43
|
||
msgid "You first have to scan the desired product (in our case, a lemon)."
|
||
msgstr "你必须首先扫描需要的产品（本例中为柠檬）。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:48
|
||
msgid ""
|
||
"And then scan the discount tag. The discount will be applied and you can "
|
||
"finish the transaction."
|
||
msgstr "然后扫描折扣标签。折扣将生效，你可完成交易。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3
|
||
msgid "Discounts"
|
||
msgstr "折扣"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5
|
||
msgid ""
|
||
"By offering discounts, you can entice your customers and drastically "
|
||
"increase your revenue. It is vital to offer discounts, whether they are "
|
||
"time-limited, seasonal or manually given."
|
||
msgstr "通过提供折扣，您可以吸引你的客户，并大幅度增加收入。 提供折扣是至关重要的，无论是限时折扣，季节性折扣还是手动折扣。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9
|
||
msgid ""
|
||
"To manage discounts, Odoo has powerful features that help set up a pricing "
|
||
"strategy tailored to every business."
|
||
msgstr "Odoo具有强大的功能以管理折扣，可建立适合每个企业的定价策略。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13
|
||
msgid "Apply manual discounts"
|
||
msgstr "应用手动折扣"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15
|
||
msgid ""
|
||
"If you seldom use discounts, applying manual ones might be the easiest "
|
||
"solution for your Point of Sale."
|
||
msgstr "如果您很少使用折扣功能，那么应用手动工具可能是您最简单的POS解决方案。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18
|
||
msgid ""
|
||
"You can either apply a discount on the whole order or on specific products "
|
||
"inside an order."
|
||
msgstr "您可以对整个订单或订单中的特定产品应用折扣。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22
|
||
msgid "Apply a discount on a product"
|
||
msgstr "对产品应用折扣"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24
|
||
msgid "From your PoS session interface, use the *Disc* button."
|
||
msgstr "在PoS界面中，使用 *折扣* 按钮。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the discount button for manual discount"
|
||
msgstr "手动设置折扣的折扣按钮视图"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30
|
||
msgid ""
|
||
"Then, you can input a discount over the product that is currently selected."
|
||
msgstr "然后，您可以输入当前所选产品的折扣。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34
|
||
msgid "Apply a global discount"
|
||
msgstr "应用全局折扣"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36
|
||
msgid ""
|
||
"To apply a discount on the whole order, go to :menuselection:`Point of Sales"
|
||
" --> Configuration --> Point of Sale` and select your PoS."
|
||
msgstr "要对整个订单应用折扣，请转到 :menuselection:`POS --> 设置 --> 销售点` ，然后选择您的PoS。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39
|
||
msgid ""
|
||
"Once on your PoS form, select *Global Discounts*, under the *Pricing* "
|
||
"category."
|
||
msgstr "进入PoS表单后，在 *价格* 类别下选择 *全球折扣* 。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the feature to enable for global discount"
|
||
msgstr "启用全局折扣功能视图"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45
|
||
msgid "Now, you have a new *Discount* button appearing on your PoS interface."
|
||
msgstr "现在，您的PoS界面上将出现一个新的 *折扣* 按钮。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the button to use for global discount via the pos interface"
|
||
msgstr "pos界面全局折扣按钮视图"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51
|
||
msgid "Click on it and enter the wanted discount."
|
||
msgstr "点击它并输入所需的折扣。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the discount offered in the payment summary"
|
||
msgstr "付款汇总折扣视图"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58
|
||
msgid ""
|
||
"On this example, there is a global discount of 50% as well as a specific 50%"
|
||
" discount on oranges."
|
||
msgstr "在这个例子中，有50％的全球折扣以及橙子50％的折扣。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62
|
||
msgid "Apply time-limited discounts"
|
||
msgstr "应用限时折扣"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64
|
||
msgid ""
|
||
"To activate time-limited discounts, you must activate the *Pricelists* "
|
||
"feature. To do so, go to :menuselection:`Point of Sales --> Configuration "
|
||
"--> Point of Sale` and open your PoS. Then, enable the pricelist feature."
|
||
msgstr ""
|
||
"要激活限时折扣，您必须激活 *价目表* 功能。 为此，请转到:menuselection:` POS --> 配置 --> "
|
||
"销售点，然后打开您的PoS并启用价目表功能。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of the pricelist feature"
|
||
msgstr "价格表功能视图"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73
|
||
msgid ""
|
||
"Once activated, you must choose the pricelists you want to make available in"
|
||
" the PoS and define a default one."
|
||
msgstr "激活后，您必须选择要在PoS中使用的价目表并定义默认价目表。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77
|
||
msgid "Create a pricelist"
|
||
msgstr "创建价格表"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79
|
||
msgid ""
|
||
"By default, Odoo has a *Public Pricelist* configured. To create more, go to "
|
||
":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on "
|
||
"create."
|
||
msgstr ""
|
||
"在默认情况下，Odoo具有配置的 *公共价目表* 。 要创建更多产品，请转到:menuselection:`POS- -> 产品 --> 价格清单。 "
|
||
"然后点击创建。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83
|
||
msgid ""
|
||
"When creating a pricelist, you can set several criteria to use a specific "
|
||
"price: period, min. quantity, etc. You can also decide to apply that "
|
||
"pricelist on specific products or on the whole range."
|
||
msgstr "创建价格表时，可以使用多个条件以设置特定的价格如：时期，最小值。 数量等。您还可以决定将该价目表应用于特定产品或整个产品系列。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid "View of a time-limited pricelist for two products"
|
||
msgstr "两种产品的限时价格表视图"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92
|
||
msgid "Using a pricelist with the PoS interface"
|
||
msgstr "在PoS界面上使用价目表"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94
|
||
msgid ""
|
||
"On the PoS interface, a new button appears. Use it to select a pricelist."
|
||
msgstr "在PoS界面上，将出现一个新按钮。 使用它来选择价格表。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1
|
||
msgid ""
|
||
"View of the button to use for time-limited discounts via the pos interface"
|
||
msgstr "pos界面限时折扣按钮视图"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101
|
||
msgid ""
|
||
"Click on it to instantly update the prices with the selected pricelist. "
|
||
"Then, you can finalize the order."
|
||
msgstr "点击它来即时更新与所选价目表价格。 然后，您可以确定订单。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3
|
||
msgid "Flexible taxes (fiscal positions)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5
|
||
msgid ""
|
||
"When running a business, you may need to apply different taxes and record "
|
||
"transactions on various accounts based on the location and type of business "
|
||
"of your customers and providers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8
|
||
msgid ""
|
||
"The **fiscal positions** feature enables you to establish rules that "
|
||
"automatically select the right taxes and accounts used for each transaction."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51
|
||
msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13
|
||
msgid ":doc:`../../../finance/accounting/taxes`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18
|
||
msgid ""
|
||
"To enable the feature, go to :menuselection:`Point of Sale --> Configuration"
|
||
" --> Settings`, scroll down to the :guilabel:`Accounting` section, and "
|
||
"enable :guilabel:`Flexible Taxes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21
|
||
msgid ""
|
||
"Then, set a default fiscal position that should be applied to all sales in "
|
||
"the selected POS in the :guilabel:`Default` field. You can also add more "
|
||
"fiscal positions to choose from in the :guilabel:`Allowed` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28
|
||
msgid ""
|
||
"According to the :doc:`fiscal localization package "
|
||
"<../../../finance/fiscal_localizations>` activated, several fiscal positions"
|
||
" are preconfigured and can be set and used in POS. However, you can also "
|
||
":ref:`create new fiscal positions <fiscal_positions/mapping>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33
|
||
msgid ""
|
||
"If you do not set a fiscal position, the tax remains as defined in the "
|
||
"**customer taxes** field on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37
|
||
msgid "Use fiscal positions"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39
|
||
msgid ""
|
||
"Open a :ref:`POS session <pos/session-start>` to use one of the allowed "
|
||
"fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-"
|
||
"shaped** icon and select a fiscal position from the list. Doing so applies "
|
||
"the defined rules automatically to all the products subject to the chosen "
|
||
"fiscal position's regulations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48
|
||
msgid ""
|
||
"If a default fiscal position is set, the tax button displays the name of the"
|
||
" fiscal position."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3
|
||
msgid "Loyalty programs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5
|
||
msgid ""
|
||
"Encourage your customers to continue to shop at your point of sale with a "
|
||
"*Loyalty Program*."
|
||
msgstr "通过*忠诚度计划*鼓励客户继续来你的销售点购物。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:11
|
||
msgid ""
|
||
"To activate the *Loyalty Program* feature, go to :menuselection:`Point of "
|
||
"Sale --> Configuration --> Point of sale` and select your PoS interface. "
|
||
"Under the Pricing features, select *Loyalty Program*"
|
||
msgstr ""
|
||
"如要启用*忠诚度计划*功能，前往 :menuselection:`POS --> 配置 --> "
|
||
"POS`并选择你的PoS界面。在定价功能下，选择*忠诚度计划*。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19
|
||
msgid "From there you can create and edit your loyalty programs."
|
||
msgstr "你可在此创建并编辑忠诚度计划。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:24
|
||
msgid ""
|
||
"You can decide what type of program you wish to use, if the reward is a "
|
||
"discount or a gift, make it specific to some products or cover your whole "
|
||
"range. Apply rules so that it is only valid in specific situation and "
|
||
"everything in between."
|
||
msgstr "你可决定希望使用的忠诚度计划类型，如果奖励是折扣或礼品，可设置针对特定产品还是整个范围应用规则，确保它仅对特定情况有效。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30
|
||
msgid "Use the loyalty program in your PoS interface"
|
||
msgstr "在你的PoS界面使用忠诚度计划"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:32
|
||
msgid ""
|
||
"When a customer is set, you will now see the points they will get for the "
|
||
"transaction and they will accumulate until they are spent. They are spent "
|
||
"using the button *Rewards* when they have enough points according to the "
|
||
"rules defined in the loyalty program."
|
||
msgstr ""
|
||
"在设置客户后，你现在可以看到他们交易获得的点数，并将累计他们已消费的金额。根据忠诚度计划定义的规则，在累计足够点数后，通过*奖励*按钮即可兑换奖励。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:40
|
||
msgid ""
|
||
"You can see the price is instantly updated to reflect the pricelist. You can"
|
||
" finalize the order in your usual way."
|
||
msgstr "你会发现价格即时更新，反映价格表的最新价格。你可按正常方式完成订单。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:44
|
||
msgid ""
|
||
"If you select a customer with a default pricelist, it will be applied. You "
|
||
"can of course change it."
|
||
msgstr "如你选择包含默认价格表的客户，则将适用该价格表。当然，你也可更改。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38
|
||
#: ../../content/applications/sales/subscriptions/products.rst:108
|
||
msgid "Pricelists"
|
||
msgstr "价格表"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5
|
||
msgid ""
|
||
"Pricelists allow you to adjust product prices depending on various criteria "
|
||
"automatically. For example, you can set POS-specific prices, create "
|
||
"temporary discount periods, reward specific customers, or offer discounts "
|
||
"when set quantities are ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14
|
||
msgid ""
|
||
"Navigate to the :ref:`general POS app settings <configuration/settings>` and"
|
||
" ensure :guilabel:`Flexible Pricelists` are enabled under the "
|
||
":guilabel:`Pricing` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17
|
||
msgid ""
|
||
":ref:`Multiple prices per product <pricelists/simple>` is the default "
|
||
"pricelist option for setting simple fixed price rules per product. Select "
|
||
":ref:`Advanced price rules (discounts, formulas) <pricelists/advanced>` to "
|
||
"apply price rules to multiple products at once and to compute prices "
|
||
"dynamically using percentage discounts or more complex formulas in addition "
|
||
"to setting fixed prices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
||
msgid "Enabling pricelists in the general P0S settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26
|
||
msgid ""
|
||
"The selected pricelist type applies to the entire database, including the "
|
||
":doc:`Sales <../../sales/products_prices/prices/pricing>` and "
|
||
":ref:`eCommerce <ecommerce/pricelists>` apps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33
|
||
msgid "Create pricelists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35
|
||
msgid ""
|
||
"Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click "
|
||
":guilabel:`New` or select an existing pricelist. The pricelist setup differs"
|
||
" depending on the :ref:`selected pricelist option "
|
||
"<pricelists/configuration>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:234
|
||
msgid "Multiple prices per product"
|
||
msgstr "每个产品多个价格表"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44
|
||
msgid ""
|
||
"When pricelists are configured to use the :guilabel:`Multiple prices per "
|
||
"product` option, it is possible to use multiple fixed prices for different "
|
||
"products or their variants depending, if necessary, on one or several "
|
||
"conditions. To add a new price rule to a pricelist:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48
|
||
msgid ""
|
||
"Click :guilabel:`Add a line`, and select a **product** and its **variant** "
|
||
"if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49
|
||
msgid "Add the condition(s):"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51
|
||
msgid ""
|
||
"a product quantity to be reached by using the :guilabel:`Min. Quantity` "
|
||
"column;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52
|
||
msgid ""
|
||
"a determined period during which the pricelist is applied by using the "
|
||
":guilabel:`Start Date` and :guilabel:`End Date` columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55
|
||
msgid ""
|
||
"Add the :guilabel:`Price` to be applied when the conditions are met (if "
|
||
"any)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
||
msgid "Setup form of a multiple prices pricelist"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:312
|
||
msgid "Advanced price rules"
|
||
msgstr "高级价格规则"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65
|
||
msgid ""
|
||
"When pricelists are configured to use the :guilabel:`Advanced price rules "
|
||
"(discounts, formulas)` option, it is possible to use percentage "
|
||
"discounts/mark-ups and formulas in addition to using fixed prices. To add a "
|
||
"new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up "
|
||
"windows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69
|
||
msgid "Select a :guilabel:`Computation` method:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71
|
||
msgid ""
|
||
":guilabel:`Fixed Price` to set a new fixed price (similarly to the "
|
||
":guilabel:`Multiple prices per product` option)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73
|
||
msgid ""
|
||
":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or "
|
||
"mark-up (e.g., `-10.00` %)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75
|
||
msgid ""
|
||
":guilabel:`Formula` to compute the price according to a formula. It is "
|
||
"required to define what the calculation is **based on** (:guilabel:`Sales "
|
||
"Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79
|
||
msgid "Apply a percentage :guilabel:`Discount` or mark-up."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80
|
||
msgid ""
|
||
"Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount "
|
||
"(e.g., $ `-5.00`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81
|
||
msgid ""
|
||
"Define a :doc:`Rounding Method <cash_rounding>` by forcing the price after "
|
||
":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra"
|
||
" Fee` is applied afterward."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86
|
||
msgid ""
|
||
"To have the final price end with `.99`, set the :guilabel:`Rounding Method` "
|
||
"to `1.00` and the :guilabel:`Extra Fee` to `-0.01`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89
|
||
msgid ""
|
||
"Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit"
|
||
" :guilabel:`Margins` for computations based on :guilabel:`Cost`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92
|
||
msgid "Select on which product(s) the price rule should be **applied**:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94
|
||
msgid ":guilabel:`All Products`"
|
||
msgstr ":guilabel:`所有产品`"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95
|
||
msgid "a :guilabel:`Product Category`"
|
||
msgstr "a :guilabel:`产品类别`"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96
|
||
msgid "a :guilabel:`Product`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97
|
||
msgid "a :guilabel:`Product Variant`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99
|
||
msgid ""
|
||
"Add conditions, such as a specific quantity to reach for the price to change"
|
||
" by using the :guilabel:`Min. Quantity` field or a specific period during "
|
||
"which the pricelist should be applied by using the :guilabel:`Validity` "
|
||
"fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
||
msgid "Setup form to configure an advanced pricelist"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107
|
||
msgid "Select pricelists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109
|
||
msgid ""
|
||
"Go to the :ref:`specific POS settings <configuration/settings>` and add all "
|
||
"the available pricelists in the :guilabel:`Available` field. Then, set its "
|
||
"**default pricelist** in the :guilabel:`Default` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113
|
||
msgid ""
|
||
"When you :ref:`open a POS session <pos/session-start>`, click the "
|
||
"**pricelists** button, and select the desired pricelist from the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1
|
||
msgid "Button to select a pricelist on the POS frontend"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120
|
||
msgid ""
|
||
"Multiple pricelists must be selected for the **pricelist button** to be "
|
||
"displayed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121
|
||
msgid ""
|
||
"If a pricelist is selected on a POS order while its conditions are **not** "
|
||
"met, the price will **not** be adjusted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125
|
||
msgid ""
|
||
"You can also set a pricelist to be selected automatically once a specific "
|
||
":ref:`customer is set <pos/customers>`. To do so, go to the customer form "
|
||
"and switch to the preferred pricelist in the :guilabel:`Pricelist` field of "
|
||
"the :guilabel:`Sales & Purchase` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130
|
||
msgid ":doc:`../../sales/products_prices/prices/pricing`"
|
||
msgstr ":doc:`../../sales/products_prices/prices/pricing`"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131
|
||
msgid ""
|
||
":ref:`How to use pricelists in an ecommerce environment "
|
||
"<ecommerce/pricelists>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3
|
||
msgid "Receipts and invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6
|
||
msgid "Receipts"
|
||
msgstr "收款"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8
|
||
msgid ""
|
||
"Set up receipts by going to :menuselection:`Point of Sale --> Configuration "
|
||
"--> Point of Sale`, selecting a POS, and scrolling down to the "
|
||
":guilabel:`Bills & Receipts` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11
|
||
msgid ""
|
||
"To **customize** the **header** and **footer**, activate :guilabel:`Header &"
|
||
" Footer` and fill in both fields with the information to be printed on the "
|
||
"receipts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14
|
||
msgid ""
|
||
"To **print receipts** automatically once the payment is registered, enable "
|
||
"the :guilabel:`Automatic Receipt Printing` setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "POS receipt"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21
|
||
msgid ":doc:`restaurant/bill_printing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:24
|
||
msgid "Reprint a receipt"
|
||
msgstr "重新打印收据"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26
|
||
msgid ""
|
||
"From the POS interface, click :guilabel:`Orders`, open the dropdown "
|
||
"selection menu next to the search bar, and change the default :guilabel:`All"
|
||
" active orders` filter to :guilabel:`Paid`. Then, select the corresponding "
|
||
"order and click :guilabel:`Print Receipt`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "Print receipt button from the backend"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:34
|
||
msgid ""
|
||
"You can filter the list of orders using the search bar. Type in your "
|
||
"reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or "
|
||
":guilabel:`Customer`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:40
|
||
msgid "Invoices"
|
||
msgstr "发票"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42
|
||
msgid ""
|
||
"Point of Sale allows you to issue and print invoices for :ref:`registered "
|
||
"customers <pos/customers>` upon payment and retrieve all past invoiced "
|
||
"orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:46
|
||
msgid ""
|
||
"An invoice created in a POS creates an entry into the corresponding "
|
||
":ref:`accounting journal <cheat_sheet/journals>`, previously :ref:`set up "
|
||
"<receipts_invoices/invoice_configuration>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54
|
||
msgid ""
|
||
"To define what journals will be used for a specific POS, go to the "
|
||
":ref:`POS' settings <configuration/settings>` and scroll down to the "
|
||
"accounting section. Then, you can determine the accounting journals used by "
|
||
"default for orders and invoices in the :guilabel:`Default Journals` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "accounting section in the POS settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:63
|
||
msgid "Invoice a customer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65
|
||
msgid ""
|
||
"Upon processing a payment, click :guilabel:`Invoice` underneath the "
|
||
"customer's name to issue an invoice for that order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:68
|
||
msgid ""
|
||
"Select the payment method and click :guilabel:`Validate`. The **invoice** is"
|
||
" automatically issued and ready to be downloaded and/or printed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:72
|
||
msgid ""
|
||
"To be able to issue an invoice, a :ref:`customer <pos/customers>` must be "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:75
|
||
msgid "Retrieve invoices"
|
||
msgstr "检索开票"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77
|
||
msgid "To retrieve invoices from the **POS dashboard**,"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79
|
||
msgid ""
|
||
"access all orders made through your POS by going to :menuselection:`Point of"
|
||
" Sale --> Orders --> Orders`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81
|
||
msgid ""
|
||
"to access an order's invoice, open the **order form** by selecting the "
|
||
"order, then click :guilabel:`Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "invoice smart button from an order form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:88
|
||
msgid ""
|
||
"**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in "
|
||
"the :guilabel:`Status` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90
|
||
msgid ""
|
||
"You can filter the list of orders to invoiced orders by clicking "
|
||
":guilabel:`Filters` and :guilabel:`Invoiced`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:94
|
||
msgid "QR codes to generate invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96
|
||
msgid ""
|
||
"Customers can also request an invoice by scanning the **QR code** printed on"
|
||
" their receipt. Upon scanning, they must fill in a form with their billing "
|
||
"information and click :guilabel:`Get my invoice`. On the one hand, doing so "
|
||
"generates an invoice available for download. On the other hand, the order "
|
||
"status goes from :guilabel:`Paid` or :guilabel:`Posted` to "
|
||
":guilabel:`Invoiced` in the Odoo backend."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1
|
||
msgid "order status change"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:105
|
||
msgid ""
|
||
"To use this feature, you have to enable QR codes on receipts by going to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select "
|
||
"the POS in the :guilabel:`Point of Sale` field, scroll down to the "
|
||
":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on "
|
||
"ticket`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:3
|
||
msgid "Reporting"
|
||
msgstr "报表"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:6
|
||
msgid "View statistics"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:8
|
||
msgid ""
|
||
"To access your statistics, go to :menuselection:`Point of Sale --> Reporting"
|
||
" --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis "
|
||
"(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/reporting.rst:12
|
||
msgid ""
|
||
"These statistics are available in a graph or pivot view that you can filter "
|
||
"or group depending on your needs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:5
|
||
msgid "Restaurant features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:7
|
||
msgid ""
|
||
"Managing a restaurant or a bar comes with specific needs. The Point of Sale "
|
||
"application provides various features that allow performing all the required"
|
||
" tasks in such businesses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:10
|
||
msgid "Once the POS is set to be used in a restaurant or a bar, you can:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:12
|
||
msgid ""
|
||
":doc:`organize your floors and tables to reflect your interior "
|
||
"<restaurant/floors_tables>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:13
|
||
msgid ":ref:`take orders <floors_tables/orders>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:14
|
||
msgid ""
|
||
":doc:`communicate with the kitchen or the bar through the POS "
|
||
"<restaurant/kitchen_printing>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:15
|
||
msgid ""
|
||
":doc:`print bills in advance and split them <restaurant/bill_printing>`;"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:16
|
||
msgid ":doc:`collect tips <restaurant/tips>`; and"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:17
|
||
msgid ""
|
||
":doc:`set different taxes for takeaway food <pricing/fiscal_position>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:22
|
||
msgid ""
|
||
"To enable the restaurant and bar-specific features, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`, select the "
|
||
"POS, and activate :guilabel:`Is a Bar/Restaurant`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst:25
|
||
msgid ""
|
||
"These features are displayed in the :guilabel:`Restaurant & Bar` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant.rst-1
|
||
msgid "restaurant and bar-specific features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3
|
||
msgid "Bills"
|
||
msgstr "账单"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5
|
||
msgid ""
|
||
"Typical practices in restaurants or bars are to request the bill before "
|
||
"proceeding to payment or splitting it based on the items ordered. Odoo POS "
|
||
"provides two features to perform these tasks seamlessly: **Bill Printing** "
|
||
"and **Bill Splitting**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12
|
||
msgid ""
|
||
"To activate the features, go to :menuselection:`Point of Sale --> "
|
||
"Configuration --> Settings`, select the POS, and activate :guilabel:`Early "
|
||
"Receipt Printing` and :guilabel:`Allow Bill Splitting` in the "
|
||
":guilabel:`Restaurant & Bar` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1
|
||
msgid ""
|
||
"activate the bill printing and bill splitting features in the POS settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21
|
||
msgid "Bill printing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23
|
||
msgid ""
|
||
"From an open session, click :menuselection:`Bill --> Print` at any moment to"
|
||
" generate and print a bill."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27
|
||
msgid ""
|
||
"The printed bill is **not** final and will be updated to reflect any changes"
|
||
" to the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30
|
||
msgid "Bill splitting"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32
|
||
msgid ""
|
||
"From an open session, click :guilabel:`Split` to select the items to "
|
||
"regroup. Once everything is selected, click :guilabel:`Payment` and proceed "
|
||
"to checkout for these items. Repeat for each guest."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36
|
||
msgid ""
|
||
"Once you return to the table, the selected items are no longer on order, as "
|
||
"they have been paid for."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38
|
||
msgid "The feature is available as soon as at least two items are ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41
|
||
msgid ":doc:`floors_tables`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3
|
||
msgid "Floors and tables management"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:6
|
||
msgid "Add a floor"
|
||
msgstr "添加楼层"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:8
|
||
msgid ""
|
||
"Once your *Point of Sale* has been configured, select *Table Management* "
|
||
"under :menuselection:`Point of Sale --> Configuration --> Point of Sale`. "
|
||
"Then, click on *Floors* to create and name your floor and tables."
|
||
msgstr ""
|
||
"一旦配置了 *POS* ，请在:menuselection:`销售点 --> 配置 --> 销点` 下选择 *桌子管理* 。 然后，单击 *楼面* "
|
||
"以创建并命名您的楼面和桌子。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"View of the table management feature. Way to manage and create floors for a "
|
||
"pos"
|
||
msgstr "餐桌管理功能视图。为销售点管理和创建楼层的方法"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"Backend view of a restaurant floor. Table name and number of sits for each "
|
||
"table"
|
||
msgstr "餐厅楼层后端视图。餐桌名称和餐桌座位数"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:21
|
||
msgid "Don’t forget to link your floor to your point of sale."
|
||
msgstr "不要忘记将楼面连接到POS。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:24
|
||
msgid "Add tables"
|
||
msgstr "添加餐台"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:26
|
||
msgid ""
|
||
"To add tables, you can also open your PoS interface to see your floor(s)."
|
||
msgstr "要添加表格，您还可以打开PoS界面查看楼层。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the floors menu to manage several floors at the same time"
|
||
msgstr "楼层菜单视图，用于同时管理多个楼层"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:33
|
||
msgid ""
|
||
"Then, click on *Edit Mode* (pencil icon on the upper right corner) to be "
|
||
"allowed to create, move, modify tables, etc."
|
||
msgstr "然后，单击 *编辑模式*（右上角的铅笔图标）以允许创建，移动，修改表格等。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"View of the floor management. Add tables, the number of sits, their name and"
|
||
" their shape"
|
||
msgstr "楼层管理视图。用于添加餐桌、座位、名称和形状"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:41
|
||
msgid ""
|
||
"To make your table easier to be found, you can rename them, change their "
|
||
"shape, size or even color. It is also possible to add the maximum number of "
|
||
"sits the table can have."
|
||
msgstr "为了使桌子更易于查找，您可以对其进行重命名，更改其形状，大小甚至颜色。 也可以增加桌子可以容纳的最大座位数。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:48
|
||
msgid "Register your table(s) orders"
|
||
msgstr "登记餐台订单"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:50
|
||
msgid ""
|
||
"To register an order, click on the respective table. By doing so, you are "
|
||
"taken to your main interface."
|
||
msgstr "要登记订单，请单击相应的桌子。 这样，您将进入主界面。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the pos interface to register orders"
|
||
msgstr "销售点界面视图，用于登记餐单"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:58
|
||
msgid "Transfer customer(s)"
|
||
msgstr "调换顾客"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:60
|
||
msgid ""
|
||
"If your customers want to move to another table after they already ordered, "
|
||
"use the transfer button. This way, the order is also moved to the new table."
|
||
msgstr "如果您的客户在登记后想移到另一张桌子，请使用转移按钮。 这样，订单也将移至新桌子。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:64
|
||
msgid "To do so, select the table your customer is currently on."
|
||
msgstr "为此，请选择客户当前所在的桌子。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the restaurant tables, one having a pending order"
|
||
msgstr "餐厅餐桌视图，一个待处理餐单"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:70
|
||
msgid ""
|
||
"Now, click on the transfer button and select the table to which you are "
|
||
"transferring your customer."
|
||
msgstr "现在，单击转移按钮，然后选择要将客户转移到的桌子。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid ""
|
||
"View of the pos interface and transfer button. How to transfer customers from one table\n"
|
||
"to another"
|
||
msgstr ""
|
||
"销售点界面和转移按钮视图。如何变更顾客的\n"
|
||
"餐桌"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:79
|
||
msgid "Register an additional order"
|
||
msgstr "登记额外的订单"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:81
|
||
msgid ""
|
||
"When registering an order, use the + button to simultaneously proceed to "
|
||
"another one."
|
||
msgstr "登记订单时，请使用+按钮 同时亦可管理进行中的其他订单。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84
|
||
msgid ""
|
||
"Then, you can shift between your orders and process the payment when needed."
|
||
msgstr "然后，您可以在订单之间切换并在需要时处理付款。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1
|
||
msgid "View of the - button, allowing employees to close/remove an order"
|
||
msgstr "-按钮视图，供员工关闭/删除餐单"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:92
|
||
msgid "The - button allows you to remove the order you are currently on."
|
||
msgstr "\"-\" 按钮可让您删除当前的订单。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3
|
||
msgid "Orders printing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5
|
||
msgid ""
|
||
"Integrating printers in a restaurant or bar's workflow can enhance "
|
||
"communication and collaboration between the front-of-house and back-of-house"
|
||
" teams, leading to a more streamlined and efficient service."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15
|
||
msgid "Enable and create printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17
|
||
msgid ""
|
||
"To enable sending orders to a kitchen or bar printer, go to "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down "
|
||
"to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen "
|
||
"Printers`. Type in a name for the printer in the :guilabel:`Printers` field "
|
||
"and click :guilabel:`Create and edit...` to open a setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22
|
||
msgid ""
|
||
"To get a list of all the printers already created or to modify an already "
|
||
"created printer, click :guilabel:`--> Printers` and select the desired "
|
||
"printer to open the setup form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
||
msgid "settings to enable the kitchen printers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32
|
||
msgid "Setup form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34
|
||
msgid ""
|
||
"From the :ref:`setup form <kitchen_printing/enable>`, select the "
|
||
":guilabel:`Printer Type` according to your installation:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37
|
||
msgid ""
|
||
"If your printer is connected to an IoT box, select :guilabel:`Use a printer "
|
||
"connected to the IoT Box` and select the device in the :guilabel:`IoT "
|
||
"Device` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39
|
||
msgid ""
|
||
"If you use an Epson printer that does not need an IoT box, select "
|
||
":guilabel:`Use an Epson printer` and enter the printer's IP address in the "
|
||
":guilabel:`Epson Printer IP Address` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43
|
||
msgid ":doc:`../../../productivity/iot/config/connect`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44
|
||
msgid ":doc:`../../../productivity/iot/devices/printer`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45
|
||
msgid ":doc:`../configuration/epos_ssc`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47
|
||
msgid ""
|
||
"Set your printer to print specific products based on their POS category. To "
|
||
"do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product "
|
||
"Categories` field. If you leave this field empty, all products are sent to "
|
||
"the printer regardless of their POS category."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
||
msgid "setup form to configure a kitchen printer"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56
|
||
msgid "Print orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58
|
||
msgid ""
|
||
"From an open session, start taking an order and click :guilabel:`Order` to "
|
||
"send it to the bar or the kitchen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1
|
||
msgid "order button from the POS UI to send orders to a kitchen or a bar"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66
|
||
msgid ""
|
||
"When products can be printed, they appear in green in the cart, and the "
|
||
"order button turns green."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3
|
||
msgid "Tips"
|
||
msgstr "提示"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5
|
||
msgid ""
|
||
"Tipping is customary in multiple countries. Point of Sale allows tipping in "
|
||
":ref:`shops <pos/sell>`, :doc:`bars <../restaurant>`, or :doc:`restaurants "
|
||
"<../restaurant>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13
|
||
msgid ""
|
||
"To allow tipping in your POS, activate the :guilabel:`Tips` feature in "
|
||
":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of"
|
||
" the page, select the POS in which you wish to allow **tipping**, scroll "
|
||
"down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once "
|
||
"enabled, add a :guilabel:`Tip Product` in the corresponding field, and save."
|
||
" The designated product will be used as a reference on customers' receipts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "enable tips in a POS"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25
|
||
msgid "Tip products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27
|
||
msgid ""
|
||
"**Tip products** can be created on the spot. To do so, enter a product's "
|
||
"name in the :ref:`Tip Product <configuration>` field and click "
|
||
":guilabel:`Create` or press **enter**. The product is automatically "
|
||
"configured to be used as a tip at the payment screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31
|
||
msgid ""
|
||
"However, if you wish to be able to select the tip product in a POS session, "
|
||
"you must activate the **Available in POS** setting. To do so, click "
|
||
":guilabel:`Create and edit...` to open the product configuration form. Then,"
|
||
" go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` "
|
||
"checkbox, and click :guilabel:`Save & Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37
|
||
msgid ""
|
||
"When you create a product to use as a tip, leave the **product type** as "
|
||
":guilabel:`Consumable` to avoid unnecessary inventory movements."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39
|
||
msgid ""
|
||
"You can only select one tip product per POS, but you can choose a different "
|
||
"one for each."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72
|
||
msgid "Tip using an Adyen terminal"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44
|
||
msgid ""
|
||
"If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment "
|
||
"terminal and wish to enable **tips** using the terminal, check "
|
||
":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip "
|
||
"settings <configuration>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79
|
||
msgid "Tip after payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51
|
||
msgid ""
|
||
"If you use a POS system in a bar or a restaurant, you can enable "
|
||
":guilabel:`Add tip after payment (North America specific)`. Doing so "
|
||
"generates a bill to print and complete manually by the customer and the "
|
||
"waiter. That bill indicates the tip value the customer chooses to give after"
|
||
" the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56
|
||
msgid ""
|
||
"To use this feature, the selected payment method must have a bank journal "
|
||
"attributed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59
|
||
msgid "Add tips"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61
|
||
msgid ""
|
||
"To add tips to an order, :ref:`access the payment screen <pos/sell>` and "
|
||
"click :guilabel:`♥ Tip`. Then, enter the tipping amount, click "
|
||
":guilabel:`Confirm` to validate, and process the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "tip popup window"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67
|
||
msgid ""
|
||
"Alternatively, you can select the :ref:`tip product <tip-product>` on the "
|
||
"POS interface to add it to the cart. When selected, the product is "
|
||
"automatically set as a tip, and its default value equals its **Sales "
|
||
"Price**."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74
|
||
msgid ""
|
||
"During checkout, select **Adyen** as the payment terminal, and send the "
|
||
"payment request to the device by clicking :guilabel:`Send`. The customers "
|
||
"are asked to enter the desired tipping amount on the terminal's screen "
|
||
"before proceeding to the payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81
|
||
msgid ""
|
||
"At checkout, select a card payment method and click :guilabel:`Close Tab`. "
|
||
"Doing so generates a bill to complete by the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "tipping bill after payment to complete by customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87
|
||
msgid ""
|
||
"On the following screen, click the percentage (:guilabel:`15%`, "
|
||
":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping "
|
||
"amount the customer chose to give. Then, click :guilabel:`Settle` to move to"
|
||
" the following order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1
|
||
msgid "screen to select a tip amount to collect after payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop.rst:5
|
||
msgid "Shop features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3
|
||
msgid "Barcodes"
|
||
msgstr "条形码"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5
|
||
msgid ""
|
||
"Using a barcode scanner to process point-of-sale orders improves your "
|
||
"efficiency in providing quicker customer service. Barcode scanners can be "
|
||
"used both to scan products or to log employees into a POS session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12
|
||
msgid ""
|
||
"To use a barcode scanner, you must enable the feature in the Inventory app. "
|
||
"Go to :menuselection:`Inventory --> Configuration --> Settings`, in the "
|
||
":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1
|
||
msgid "barcode setting in the Inventory application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21
|
||
msgid ""
|
||
":doc:`Set up a barcode scanner "
|
||
"</applications/inventory_and_mrp/barcode/setup/hardware>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22
|
||
msgid ""
|
||
":doc:`Activate barcode scanners "
|
||
"</applications/inventory_and_mrp/barcode/setup/software>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24
|
||
msgid ""
|
||
"Once enabled in **Inventory**, you can use the barcode feature in **Point of"
|
||
" Sale** with products that have a barcode number assigned."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28
|
||
msgid "Assign barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31
|
||
msgid "To your products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33
|
||
msgid ""
|
||
"To use this feature in POS, your products must have barcodes assigned. To do"
|
||
" so, go to :menuselection:`Point of Sale --> Products --> Products` and open"
|
||
" a **product form**. Add a barcode number in the :guilabel:`Barcode` field "
|
||
"in the :guilabel:`General Information` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38
|
||
msgid "To your employees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40
|
||
msgid ""
|
||
"To add an identification number to an employee, go to the **Employees** app "
|
||
"and open an **employee form**. Choose an identification number for your "
|
||
"employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR "
|
||
"Settings` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45
|
||
msgid "Use barcodes"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48
|
||
msgid "Scan products"
|
||
msgstr "扫描产品"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50
|
||
msgid ""
|
||
"Scan a product's barcode using a barcode scanner. Doing so adds it directly "
|
||
"to the cart. To change the quantity, scan a product as many times as needed,"
|
||
" or click :guilabel:`Qty` and enter the number of products using the keypad."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54
|
||
msgid ""
|
||
"You can also enter the barcode number manually in the search bar to look for"
|
||
" the product. Then, click it to add it to the cart."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58
|
||
msgid "Log employees"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60
|
||
msgid ""
|
||
"You can also use a barcode scanner to log your employees. To do so, "
|
||
":ref:`restrict access <employee_login/configuration>` to the POS and "
|
||
":ref:`use barcodes to log your employees in <employee_login/badge>` your "
|
||
"POS."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3
|
||
msgid "Sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5
|
||
msgid ""
|
||
"When working in retail, you might need to order products directly from your "
|
||
"Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo"
|
||
" Sales, meaning that you can create a sales order and pay for it directly "
|
||
"from your point of sale."
|
||
msgstr "在零售业工作中，您可能需要直接从销售点订购产品。Odoo销售点与Odoo销售完全集成，您可以创建销售订单，并直接在销售点付款。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10
|
||
msgid "Select a sales order"
|
||
msgstr "选择销售订单"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12
|
||
msgid ""
|
||
"From the **Point of Sale** application, open a new session. Then, click on "
|
||
":guilabel:`Quotations/Orders` to get the complete list of quotations and "
|
||
"sales orders created on the sales application."
|
||
msgstr "在**销售点**应用程序打开新会话。然后，单击：guilabel：`报价/订单`，获取在销售应用程序中创建的报价和销售订单的完整列表。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
|
||
msgid "Quotations and sales order button on the Point of Sale interface"
|
||
msgstr "销售点界面中的报价和销售订单按钮"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21
|
||
msgid ""
|
||
"To ease finding the right sales order, you can filter that list on the "
|
||
"**customer** or on the **order reference**. You can also set the customer "
|
||
"before clicking on :guilabel:`Quotations/Orders` to reduce the list to one "
|
||
"particular customer."
|
||
msgstr ""
|
||
"为了方便查找正确的销售订单，您可以根据**客户**或**订单参考**筛选列表，或在单击：guilabel：`报价/订单`之前设置客户，以便将列表缩小为只包含特定客户。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26
|
||
msgid "Apply a down payment or settle the order"
|
||
msgstr "申请首付款或结算订单"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28
|
||
msgid "From the list of sales order, select one to make a payment."
|
||
msgstr "选择销售订单列表中的一项进行付款。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1
|
||
msgid "list view of sales orders and quotations"
|
||
msgstr "销售订单和报价列表视图"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34
|
||
msgid "You can either:"
|
||
msgstr "你可以选择:"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36
|
||
msgid ""
|
||
"Settle the order **partially**: after clicking on :guilabel:`Apply a down "
|
||
"payment`, enter the percentage of down payment you want the customer to pay."
|
||
" Then, click on :guilabel:`ok` and proceed with the order."
|
||
msgstr ""
|
||
"结算**部分**订单：单击：guilabel：`申请首付款`后，输入您希望客户支付的首付款百分比。然后，单击：guilabel：`确定`，继续订单。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39
|
||
msgid ""
|
||
"Settle the order **completely**: click on :guilabel:`Settle the order` to "
|
||
"pay for the total of the sales order."
|
||
msgstr "结算**全部**订单：单击：guilabel：`结算订单`，以支付销售订单总额。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43
|
||
msgid ""
|
||
"Once you settle a sales order, the applied down payment is automatically "
|
||
"deducted from the total amount."
|
||
msgstr "结算销售订单后，首付款自动从总额扣除。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47
|
||
msgid ":doc:`/applications/sales/sales/invoicing/down_payment`"
|
||
msgstr ":doc：`/applications/sales/sales/invoicing/down_payment`"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3
|
||
msgid "Serial numbers and lots"
|
||
msgstr "序列号和批次"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5
|
||
msgid ""
|
||
"Working with **serial numbers** and **lots** allows tracking your products' "
|
||
"movements. When products are tracked, the system identifies their location "
|
||
"based on their last movement."
|
||
msgstr "您可以使用**序列号**和**批次**追踪产品移动。追踪产品时，系统会根据产品的上次移动确定其位置。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8
|
||
msgid ""
|
||
"To enable traceability, go to :menuselection:`Point of Sale --> Products -->"
|
||
" Products`. Then, select a product and check the :guilabel:`Tracking By "
|
||
"Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the "
|
||
":guilabel:`Inventory` tab."
|
||
msgstr ""
|
||
"启用追溯，跳转至：菜单选择：`销售点-->产品-->产品`。然后，选择产品，并选中：guilabel：`库存'选项卡中的：guillabel：`按唯一序列号跟踪`或：guilab"
|
||
" el:`按批次跟踪`框。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
||
msgid "Enable traceability settings"
|
||
msgstr "启用追溯设置"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17
|
||
msgid "Serial numbers and lots importation"
|
||
msgstr "序列号和批次导入"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19
|
||
msgid ""
|
||
"You can import serial numbers in Point of Sale. To do so, select a **sales "
|
||
"order** or a **quotation** containing tracked products. Then, agree to load "
|
||
"the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`."
|
||
msgstr ""
|
||
"您可以在销售点导入序列号。选择**销售订单**或包含追踪产品的**报价**。然后，同意加载链接至：abbr：`销售订单`的**批次或序列号**。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
||
msgid "Pop-up window for serial number import"
|
||
msgstr "序列号导入弹窗"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28
|
||
msgid ""
|
||
"The imported tracking numbers appear below the tracked products. You can "
|
||
"modify them by clicking on the list-view button next to the products."
|
||
msgstr "导入的追踪号显示在追踪产品下方。您可以单击产品旁边的列表视图按钮修改追踪号。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37
|
||
msgid ":doc:`../shop/sales_order`"
|
||
msgstr ":doc：`../shop/sales_order`"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40
|
||
msgid "Serial numbers and lots creation"
|
||
msgstr "序列号和批次创建"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42
|
||
msgid ""
|
||
"If a tracked product is available in your POS, adding the product to the "
|
||
"cart opens a pop-up window where you can type or scan the product's serial "
|
||
"or lot numbers. To add more than one of the same tracked products, click on "
|
||
"**enter** to validate and start a new line."
|
||
msgstr ""
|
||
"如果您的销售点中有追踪产品，将产品添加至购物车时，将弹出窗口，您可以在弹窗中输入或扫描产品的序列号或批号。添加多个相同追踪产品，单击**输入**，以验证并开始新的一行。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1
|
||
msgid "adding new serial and lots numbers"
|
||
msgstr "添加序列号和批号"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52
|
||
msgid ""
|
||
"Changing a tracked product's quantity using the numpad turns the list-view "
|
||
"button red. Click on it to add the missing lot and serial numbers."
|
||
msgstr "使用numpad修改追踪产品的数量后，列表视图按钮变为红色。单击按钮可添加丢失的批号和序列号。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54
|
||
msgid ""
|
||
":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked "
|
||
"products but not mandatory. Meaning that not attributing some or any does "
|
||
"**not** prevent from completing the sale."
|
||
msgstr "：guilabel：`批号和序列号`是：guillabel：`要求`，但并非是强制性的。这意味着，不归属于某一或任何批次并不妨碍完成销售。"
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/rental.rst:3
|
||
msgid "Rental"
|
||
msgstr "出租"
|
||
|
||
#: ../../content/applications/sales/rental.rst:5
|
||
msgid "**Odoo Rental** is a comprehensive solution to manage your rentals."
|
||
msgstr "**Odoo租赁 **一个全面的解决方案来管理您的租金。"
|
||
|
||
#: ../../content/applications/sales/rental.rst:7
|
||
msgid ""
|
||
"From a single view, you can send out quotations, confirm orders, schedule "
|
||
"rentals, register when products are picked up and returned, and invoice your"
|
||
" customers."
|
||
msgstr "从单一视图中，您可以发送报价、确认订单、安排租赁、在提货和退货时注册，以及向客户开具开票。"
|
||
|
||
#: ../../content/applications/sales/rental.rst:11
|
||
msgid "`Odoo Rental: product page <https://www.odoo.com/app/rental>`_"
|
||
msgstr "`Odoo 租赁：产品页面<https://www.odoo.com/app/rental>`_"
|
||
|
||
#: ../../content/applications/sales/rental.rst:12
|
||
msgid "`Odoo Tutorials: Rental <https://www.odoo.com/slides/rental-48>`_"
|
||
msgstr "`Odoo 教程：租赁<https://www.odoo.com/slides/rental-48>`_"
|
||
|
||
#: ../../content/applications/sales/rental.rst:17
|
||
msgid "Rental Pricing"
|
||
msgstr "租赁价格"
|
||
|
||
#: ../../content/applications/sales/rental.rst:22
|
||
msgid ""
|
||
"Go to :menuselection:`Rental --> Products`, select or create a product, and "
|
||
"click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a"
|
||
" price*. Then choose a *Unit* of time (hours, days, weeks, or months), a "
|
||
"*Duration*, and a *Price*. You can add as many price lines as necessary, "
|
||
"usually to give out discounts for longer rental durations."
|
||
msgstr ""
|
||
"转到：菜单选择：`租赁-->产品`，选择或创建产品，然后单击产品的*租赁*选项卡。在*租赁定价*下，单击*添加价格*。然后选择时间的*单位（小时、天、周或月）、*持续时间*和*价格*。您可以根据需要添加任意多的价格行，通常是为了为更长的租期提供折扣。"
|
||
|
||
#: ../../content/applications/sales/rental.rst-1
|
||
msgid "Example of rental pricing configuration in Odoo Rental"
|
||
msgstr "Odoo租赁的租赁定价配置示例"
|
||
|
||
#: ../../content/applications/sales/rental.rst:32
|
||
msgid ""
|
||
"Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*."
|
||
" You can also set a *Security Time*, expressed in hours, to make the product"
|
||
" temporarily unavailable between two rental orders."
|
||
msgstr ""
|
||
"在*预订*项下，您可以对任何*额外一小时*或*额外一天*增加罚款。您还可以设置*安全时间*，以小时表示，以使产品在两次租赁订单之间暂时不可用。"
|
||
|
||
#: ../../content/applications/sales/rental.rst:37
|
||
msgid ""
|
||
"If you want to rent a product created outside of the Rental app, do not "
|
||
"forget to tick *Can be Rented* under the product's name. By default, this "
|
||
"option is ticked when you create a product directly from the Rental app."
|
||
msgstr ""
|
||
"如果您想租用在租赁应用程序之外创建的产品，请不要忘记在产品名称下勾选*可租用*。默认情况下，当您直接从租赁应用程序创建产品时，此选项被勾选。"
|
||
|
||
#: ../../content/applications/sales/rental.rst:42
|
||
msgid "Computing"
|
||
msgstr "计算"
|
||
|
||
#: ../../content/applications/sales/rental.rst:44
|
||
msgid ""
|
||
"Odoo always uses two rules to compute the price of a product when you create"
|
||
" a rental order:"
|
||
msgstr "在创建租赁订单时，Odoo总是使用两条规则来计算产品的价格："
|
||
|
||
#: ../../content/applications/sales/rental.rst:46
|
||
msgid "Only one price line is used."
|
||
msgstr "仅使用一个价格行。"
|
||
|
||
#: ../../content/applications/sales/rental.rst:47
|
||
msgid "The cheapest line is selected."
|
||
msgstr "选择最便宜的线路。"
|
||
|
||
#: ../../content/applications/sales/rental.rst:50
|
||
msgid "Consider the following rental pricing configuration for a product:"
|
||
msgstr "考虑产品的以下租赁定价配置："
|
||
|
||
#: ../../content/applications/sales/rental.rst:52
|
||
msgid "1 day: $100"
|
||
msgstr "1 天: $100"
|
||
|
||
#: ../../content/applications/sales/rental.rst:53
|
||
msgid "3 days: $250"
|
||
msgstr "3 天: $250"
|
||
|
||
#: ../../content/applications/sales/rental.rst:54
|
||
msgid "1 week: $500"
|
||
msgstr "1 周: $500"
|
||
|
||
#: ../../content/applications/sales/rental.rst:56
|
||
msgid ""
|
||
"A customer wants to rent this product for eight days. What price will they "
|
||
"pay?"
|
||
msgstr "一位客户想租用该产品八天。他们将支出什么价格？"
|
||
|
||
#: ../../content/applications/sales/rental.rst:58
|
||
msgid ""
|
||
"After an order is created, Odoo selects the second line as this is the "
|
||
"cheapest option. The customer has to pay three times '3 days' to cover the "
|
||
"rental's eight days, for a total of $750."
|
||
msgstr "创建订单后，Odoo选择第二行，因为这是最便宜的选项。客户必须支付三次“3天”的费用来支付租金的8天，总计750美元。"
|
||
|
||
#: ../../content/applications/sales/rental.rst:64
|
||
msgid "Customer signature"
|
||
msgstr "客户签名"
|
||
|
||
#: ../../content/applications/sales/rental.rst:66
|
||
msgid ""
|
||
"You can ask your customers to sign a rental agreement outlining the "
|
||
"arrangement between you and your customers before they pick up products to "
|
||
"make sure your products are returned on time and in their original "
|
||
"condition. To do so, go to :menuselection:`Rental --> Configuration --> "
|
||
"Settings`, activate *Digital Documents*, and *Save*."
|
||
msgstr ""
|
||
"您可以要求您的客户签署租赁协议，概述您和您的客户在提货之前的安排，以确保您的产品按时归还，并保持其原始状态。要执行此操作，请转至：菜单选择：`租赁-->配置-->设置`，活动*数字文件*，并且*保存*。"
|
||
|
||
#: ../../content/applications/sales/rental.rst-1
|
||
msgid "Digital Documents settings in Odoo Rental"
|
||
msgstr "Odoo租赁中的数字文件设置"
|
||
|
||
#: ../../content/applications/sales/rental.rst:76
|
||
msgid ""
|
||
"This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, "
|
||
"Odoo installs it after activating *Digital Documents*."
|
||
msgstr "此功能需要：:doc:`签署 <../finance/sign>`应用程序。如有必要，Odoo会在激活*数字文档*后安装它。"
|
||
|
||
#: ../../content/applications/sales/rental.rst:79
|
||
msgid ""
|
||
"Once the app settings are saved, you have the option to change the default "
|
||
"*Rental Agreement* from the dropdown menu. You can pick any document already"
|
||
" uploaded to the *Sign* app, or upload a new one to the *Sign* app by "
|
||
"clicking on *Upload Template*."
|
||
msgstr ""
|
||
"保存应用程序设置后，您可以从下拉菜单中选择更改默认的*租赁协议*。你可以选择已经上传到*签名*应用程序的任何文档，或者通过单击*上传模板*将新文档上传到*签名*应用程序。"
|
||
|
||
#: ../../content/applications/sales/rental.rst:83
|
||
msgid ""
|
||
"To request a customer signature, select a confirmed rental order, click on "
|
||
"*Sign Documents*, choose the document template and click on *Sign Documents*"
|
||
" again. On the next window, select your customer and click on *Sign Now* to "
|
||
"start the signing process with your customer. Once the document is "
|
||
"completed, click on *Validate & Send Completed Document*."
|
||
msgstr ""
|
||
"要请求客户签名，请选择已确认的租赁订单，单击*签署文档*，选择文档模板，然后再次单击*签署文档*。在下一个窗口中，选择您的客户并单击*立即签名*开始与客户的签名过程。文档完成后，单击*验证并发送已完成的文档*。"
|
||
|
||
#: ../../content/applications/sales/rental.rst:89
|
||
msgid "`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_"
|
||
msgstr "`Odoo 教程: 签署 <https://www.odoo.com/slides/sign-61>`_"
|
||
|
||
#: ../../content/applications/sales/rental.rst:94
|
||
msgid "Pickup and Return receipt"
|
||
msgstr "取货和退货收据"
|
||
|
||
#: ../../content/applications/sales/rental.rst:96
|
||
msgid ""
|
||
"You can print and give your customers receipts when they pick up and/or "
|
||
"return products. To do so, open any rental order, click on *Print* and "
|
||
"select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all "
|
||
"information about the current status of the rented items: which were picked "
|
||
"up, when they are expected to be returned, which were returned, and "
|
||
"potential rental delay costs."
|
||
msgstr ""
|
||
"当客户提货和/或退货时，您可以打印并给他们收据。要执行此操作，请打开任何租赁订单，单击*打印*并选择*取货和退货收据*。然后，Odoo生成了一个PDF文件，详细介绍了有关租赁物品当前状态的所有信息：哪些物品被捡到，预计何时归还，哪些物品被归还，以及潜在的租赁延迟成本。"
|
||
|
||
#: ../../content/applications/sales/rental.rst-1
|
||
msgid "Printing a Pickup and Return receipt in Odoo Rental"
|
||
msgstr "在Odoo租赁中打印提货和退货收据"
|
||
|
||
#: ../../content/applications/sales/sales.rst:10
|
||
msgid ""
|
||
"**Odoo Sales** is the application to run your sales process (from quotation "
|
||
"to sales order) and deliver and invoice what has been sold."
|
||
msgstr "**Odoo 销售 **一个应用程序，用于运行您的销售流程（从报价单到销售订单），并交付和开具已售出的开票。"
|
||
|
||
#: ../../content/applications/sales/sales.rst:14
|
||
msgid ""
|
||
"`Odoo Tutorials: Sales Tutorials <https://www.odoo.com/slides/sales-17>`_"
|
||
msgstr "`Odoo 教程: 销售教程 <https://www.odoo.com/slides/sales-17>`_"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector.rst:5
|
||
msgid "Amazon Connector"
|
||
msgstr "亚马逊连接器"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:3
|
||
msgid "Amazon Connector Features"
|
||
msgstr "亚马逊连接器特点"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:5
|
||
msgid ""
|
||
"The **Amazon Connector** synchronizes the orders between Amazon and your "
|
||
"Odoo database, which reduces considerably the amount of time spent on your "
|
||
"Amazon Seller Central dashboard, making your daily routine a lot easier."
|
||
msgstr ""
|
||
" **马逊连接** 可以在亚马逊和您的Odoo数据库之间同步订单，从而大大减少了在亚马逊卖家平台的仪表板上花费时间，从而使您的日常工作变得更加轻松。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:10
|
||
msgid "Supported Features"
|
||
msgstr "支持的功能"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:12
|
||
msgid "The connector is able to:"
|
||
msgstr "该连接器能够："
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:14
|
||
msgid ""
|
||
"Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM) and "
|
||
"their order items which include:"
|
||
msgstr "同步（亚马逊到Odoo）所有已确认的订单（FBA和FBM）及其订单项，包括："
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:17
|
||
msgid "the product’s name, description and quantity"
|
||
msgstr "产品名称，描述和数量"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:18
|
||
msgid "the shipping costs for the product"
|
||
msgstr "产品的运输费用"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:19
|
||
msgid "the gift wrapping charges"
|
||
msgstr "礼品包装费"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:21
|
||
msgid ""
|
||
"Create on Odoo any missing partner related to an order (contact types "
|
||
"supported: contact and delivery)."
|
||
msgstr "在Odoo上创建与缺少合作伙伴的订单（支持的联系类型：联系和交付）。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:23
|
||
msgid ""
|
||
"Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid."
|
||
msgstr "通知亚马逊的发货确认在Odoo (FBM)，以便付款。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:25
|
||
msgid ""
|
||
"Synchronize (Odoo to Amazon) all available quantities of your products "
|
||
"(FBM)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:27
|
||
msgid "Support multiple seller accounts."
|
||
msgstr "支持多个卖方帐户。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:28
|
||
msgid "Support multiple marketplaces per seller account."
|
||
msgstr "每个卖方帐户支持多个市场。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
|
||
msgid "Fulfilled By Amazon (FBA)"
|
||
msgstr "由亚马逊履行(FBA)"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:31
|
||
msgid "Fulfilled By Merchant (FBM)"
|
||
msgstr "由贸易商履行 (FBM)"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:33
|
||
msgid "**Orders**"
|
||
msgstr " **** "
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:33
|
||
msgid "Synchronize shipped and canceled orders"
|
||
msgstr "同步已发货和已取消的订单"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:33
|
||
msgid "Synchronize unshipped and canceled orders"
|
||
msgstr "同步未发货和已取消的订单"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:36
|
||
msgid "**Shipping**"
|
||
msgstr " **** "
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:36
|
||
msgid "Charges"
|
||
msgstr "收费"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:37
|
||
msgid "Delivery created"
|
||
msgstr "交付已创建"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:39
|
||
msgid "**Gift Wrapping**"
|
||
msgstr " **品包** "
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:39
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:46
|
||
msgid "Handled by Amazon"
|
||
msgstr "由亚马逊处理"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:39
|
||
msgid "Gift wrapping charges"
|
||
msgstr "礼品包装费"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:40
|
||
msgid "Gift message"
|
||
msgstr "礼品寄语"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:42
|
||
msgid "**Stock Management**"
|
||
msgstr " **存管** "
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:42
|
||
msgid "One stock move created per sales order item"
|
||
msgstr "每个销售订单项目创建一个库存移动"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:42
|
||
msgid "Handled by the delivery"
|
||
msgstr "由物流公司处理"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:43
|
||
msgid "Products available quantity updated from Odoo to Amazon"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:46
|
||
msgid "**Confirmation**"
|
||
msgstr " **认** "
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:46
|
||
msgid "Notify Amazon when confirming delivery"
|
||
msgstr "确认送货时通知亚马逊"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:51
|
||
msgid ""
|
||
"The connector is designed to synchronize orders' data as detailed above. "
|
||
"Other actions, such as downloading monthly fees reports, handling disputes, "
|
||
"or issuing refunds must be managed from Amazon Seller Central, as usual."
|
||
msgstr "连接器被设计用于同步订单数据，如上所述。 像往常一样，必须从亚马逊卖家平台管理其他操作，例如下载月租费报告，处理纠纷或发放退款。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:58
|
||
msgid "Supported Marketplaces"
|
||
msgstr "支持的市场"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:60
|
||
msgid ""
|
||
"The Amazon Connector supports all the current marketplaces. If a marketplace"
|
||
" is not listed in your Amazon marketplaces, you can :ref:`add a new "
|
||
"marketplace <amazon/add-new-marketplace>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:66
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:148
|
||
msgid ":doc:`setup`"
|
||
msgstr ":doc:`setup`"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/features.rst:67
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:155
|
||
msgid ":doc:`manage`"
|
||
msgstr ":doc:`manage`"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:3
|
||
msgid "Manage Amazon orders in Odoo"
|
||
msgstr "在Odoo中管理Amazon订单"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:6
|
||
msgid "Synchronization of orders"
|
||
msgstr "订单的同步"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:8
|
||
msgid ""
|
||
"Orders are automatically fetched from Amazon and synchronized in Odoo at "
|
||
"regular intervals. The synchronization is based on the Amazon status: only "
|
||
"orders whose status has changed since the last synchronization are fetched "
|
||
"from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and "
|
||
"**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the "
|
||
"same is done for **Unshipped** and **Canceled** orders. For each "
|
||
"synchronized order, a sales order and a customer are created in Odoo if they"
|
||
" are not yet registered."
|
||
msgstr ""
|
||
"订单自动从Amazon获取，并在Odoo中定期同步。同步基于Amazon状态：仅从Amazon获取上次同步之后状态发生变化的订单。对** "
|
||
"FBA**（Amazon发货），仅获取 **发货 ** **取消 **订单。对** FBM**（商家发货），获取 **发货 ** **取消 "
|
||
"**订单。对于每份已同步的订单，如果尚未注册，则将在Odoo中创建销售订单和客户。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:15
|
||
msgid ""
|
||
"When an order is canceled in Amazon and was already synchronized in Odoo, "
|
||
"the corresponding sales order is automatically canceled in Odoo."
|
||
msgstr "当订单在Amazon中取消并且已经在Odoo中同步时，相应的销售订单会在Odoo中自动取消。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:19
|
||
msgid ""
|
||
"To force the synchronization of an order whose status has not changed since "
|
||
"the last synchronization, activate the :ref:`developer mode <developer-"
|
||
"mode>`, navigate to your Amazon account and modify the date under "
|
||
":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior "
|
||
"to the last status change of the order that you wish to synchronize and "
|
||
"save."
|
||
msgstr ""
|
||
"要强制同步自上次同步以来状态未更改的订单，请激活：ref:`开发者模式<developer "
|
||
"mode>`，导航到您的亚马逊帐户，并在：菜单选择：`订单跟进-->最后订单同步`下修改日期。在要同步和保存的订单的最后一次状态更改之前选择一个日期。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:25
|
||
msgid ""
|
||
"To synchronize immediately the orders of your Amazon account switch to "
|
||
":ref:`developer mode <developer-mode>`, head to your Amazon account and "
|
||
"click on **SYNC ORDERS**. The same can be done with pickings by clicking on "
|
||
"**SYNC PICKINGS**."
|
||
msgstr ""
|
||
"要立即同步您的Amazon帐户的订单，请切换到：ref:`开发者模式 <developer-mode>`，前往您的Amazon帐户并单击 **步订** "
|
||
"。通过单击 **步选** ，也可以对选取进行相同的操作。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:30
|
||
msgid "Manage deliveries in FBM"
|
||
msgstr "在FBM中管理发货"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:32
|
||
msgid ""
|
||
"When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a "
|
||
"picking is created along with the sales order and the customer. You can "
|
||
"either ship all the ordered products to your customer at once or ship "
|
||
"products partially by using backorders."
|
||
msgstr ""
|
||
"当在Odoo中同** "
|
||
"FBM**（商家发货）订单时，将与销售订单和客户一同创建拣货命令。你可立即将所有订购的产品发送给客户，也可通过延期交货订单功能部分发货。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:36
|
||
msgid ""
|
||
"When a picking related to the order is confirmed, a notification is sent to "
|
||
"Amazon who will, in turn, notify the customer that the order (or a part of "
|
||
"it) is on its way."
|
||
msgstr "当与订单相关的拣货命令被确认时，将向Amazon发送通知，然后由Amazon通知客户订单（或部分订单）已在处理中。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:40
|
||
msgid ""
|
||
"Amazon requires to provide a tracking reference with each delivery. You'll "
|
||
"need to assign a carrier. If the carrier doesn't automatically provide a "
|
||
"tracking reference, you'll need to set one manually. This concerns all "
|
||
"marketplaces."
|
||
msgstr "亚马逊要求在每次交付时提供跟踪参考。您需要指定一个承运人。如果运营商没有自动提供跟踪参考，您需要手动设置一个。这涉及所有市场。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:45
|
||
msgid ""
|
||
"If your chosen carrier isn't one supported by Odoo, you can still create a "
|
||
"carrier bearing its name (e.g. create a carrier named `Colissimo`). This "
|
||
"name is case insensitive, but be careful about typos, as Amazon won't "
|
||
"recognize them."
|
||
msgstr ""
|
||
"如果您选择的运营商不是Odoo支持的运营商，您仍然可以创建带有其名称的运营商（例如，创建名为`Colissimo`的运营商）。名称不区分大小写，但应拼写正确，否则亚马逊将无法识别。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:48
|
||
msgid ""
|
||
"Create a delivery carrier named `Self Delivery` to inform Amazon that you "
|
||
"make your own deliveries. You still have to enter a tracking reference."
|
||
msgstr "创建名为 `自行配送`的快递公司，告知亚马逊您自行配送。您仍然需要输入追踪参考号。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:50
|
||
msgid ""
|
||
"Keep in mind that the customer is notified by email about the delivery, and "
|
||
"the carrier and tracking reference are displayed in the email to the "
|
||
"customer."
|
||
msgstr "请谨记，客户会通过电子邮件收到关于交货的通知，并且在发送给客户的电子邮件中会显示承运人和追踪参考号。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:54
|
||
msgid ""
|
||
":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:59
|
||
msgid "Manage errors when synchronizing deliveries"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:61
|
||
msgid ""
|
||
"Sometimes, Amazon can fail to correctly process all the information sent by "
|
||
"Odoo. In this case, Odoo sends an email listing all the shipments that "
|
||
"failed and the errors Amazon sent with them. In addition, these shipments "
|
||
"are flagged with a :guilabel:`Synchronization with Amazon failed` tag."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:65
|
||
msgid ""
|
||
"Usually, the error can be corrected directly in the Amazon backend or in "
|
||
"Odoo. If the problem is corrected in Odoo, synchronize the shipment again "
|
||
"using the :guilabel:`Retry Amazon Sync` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:69
|
||
msgid ""
|
||
"It might happen that Odoo receives a notification from Amazon saying that "
|
||
"some delivery information was not processed, but without specifying which "
|
||
"shipments were affected. In that case, all the shipments in an unknown state"
|
||
" will be treated as if they failed to synchronize. Once Odoo receives a "
|
||
"notification from Amazon saying that a shipment was processed, its tag will "
|
||
"change to :guilabel:`Synchronized with Amazon`. To speed up this process, on"
|
||
" your Amazon account, click on :guilabel:`Sync Orders` to manually "
|
||
"synchronize these orders, or click on :guilabel:`Recover Order` and enter "
|
||
"the relevant Amazon Order Reference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:78
|
||
msgid "Follow deliveries in FBA"
|
||
msgstr "在FBA中跟进发货"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:80
|
||
msgid ""
|
||
"When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock "
|
||
"move is recorded for each sales order item so that it is saved in your "
|
||
"system. Inventory managers can find such moves in :menuselection:`Inventory "
|
||
"--> Reporting --> Product Moves`. They pick up products in a specific "
|
||
"inventory location called **Amazon**. This location represents your stock in"
|
||
" Amazon's warehouses and allows you to manage the stock of your products "
|
||
"under the FBA program."
|
||
msgstr ""
|
||
"当在Odoo中同步**FBA**（Amazon发货）订单时，将对每个销售订单项目记录库存移动，以便将其保存在你的系统中。库存经理可在 "
|
||
":menuselection:`库存 --> 报告 --> "
|
||
"产品移动`下找到相关记录。他们在**Amazon**的特定库位取货。这个库位代表你在Amazon仓库中的库存，并允许你在FBA程序下管理产品库存。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:87
|
||
msgid ""
|
||
"To follow your Amazon (FBA) stock in Odoo, you can make an inventory "
|
||
"adjustment after replenishing it. You can also trigger an automated "
|
||
"replenishment from reordering rules on the Amazon location."
|
||
msgstr "如要在Odoo中追踪你的Amazon (FBA)库存，你可在补货后进行库存调整。你还可通过Amazon库位的重订货规则触发自动补货。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:92
|
||
msgid ""
|
||
"The Amazon location is configurable by Amazon account managed in Odoo. All "
|
||
"accounts of the same company use the same location by default. It is however"
|
||
" possible to follow the stock by marketplace. First, remove the marketplace "
|
||
"for which you want to follow the stock separately from the list of "
|
||
"synchronized marketplaces. Then, create another registration for this "
|
||
"account and remove all marketplaces, except the one to isolate from the "
|
||
"others. Finally, assign another stock location to the second registration of"
|
||
" your account."
|
||
msgstr ""
|
||
"Amazon库位可通过Odoo管理的Amazon账户进行配置。同一家公司的所有账户默认使用同一库位。但是，你可以按电商平台追踪库存。首先，从已同步的电商平台列表中删除想要单独追踪库存的电商平台。然后，为该账户创建另一个注册账户，并删除所有其他电商平台。最后，为第二个注册账户分配其他库位。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:100
|
||
msgid "Issue invoices and register payments"
|
||
msgstr "开开票和登记付款"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:103
|
||
msgid "Issue invoices"
|
||
msgstr "开具开票"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:105
|
||
msgid ""
|
||
"Sending invoices to Amazon customers directly from Odoo is not feasible due "
|
||
"to Amazon's policy of not sharing customer email addresses. Instead, it is "
|
||
"possible to manually upload the invoices generated on Odoo to the Amazon "
|
||
"backend."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:109
|
||
msgid ""
|
||
"In addition, for your B2B clients, it is currently required to manually "
|
||
"retrieve VAT numbers from the Amazon backend before creating the invoice in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:113
|
||
msgid "Register payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:115
|
||
msgid ""
|
||
"As customers pay Amazon as an intermediary, creating a dedicated *Bank* "
|
||
"journal (for example, named `Amazon payments`) with a dedicated *Bank and "
|
||
"Cash* intermediary account is recommended."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:118
|
||
msgid ""
|
||
"In addition, as Amazon makes a single monthly payment, selecting all the "
|
||
"invoices linked to a single payment is necessary when registering payments. "
|
||
"Use the dedicated `Amazon payments` :guilabel:`Journal` and select "
|
||
":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select "
|
||
"all the payments generated and click :menuselection:`Actions --> Create "
|
||
"batch payment --> Validate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:125
|
||
msgid ""
|
||
"The same can be done with vendor bills from Amazon dedicated to commissions."
|
||
" When the balance is received in the bank account at the end of the month "
|
||
"and the banks statements are recorded, credit the Amazon intermediary "
|
||
"account by the amount received."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:130
|
||
msgid "Follow your Amazon sales in sales reporting"
|
||
msgstr "在销售报告中追踪你的Amazon销售情况"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:132
|
||
msgid ""
|
||
"As a sales team is set on your account under the tab **Order Follow-up**, "
|
||
"this helps you give quick glances at the figures in just a few clicks in "
|
||
"Sales reporting. By default, your account's sales team is shared between all"
|
||
" of your company's accounts."
|
||
msgstr ""
|
||
"由于销售团队设置在你的账户下**订单跟进**选项卡中，你只需要在销售报告中点击数次即可快速查看所有数据。默认情况下，你的账户销售团队在公司所有账户之间共享。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:136
|
||
msgid ""
|
||
"If you wish, you can change the sales team on your account for another to "
|
||
"perform a separate reporting for the sales of this account."
|
||
msgstr "如有需要，你可将账户的销售团队更改为另一个，并对该账户的销售情况进行单独报告。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:140
|
||
msgid ""
|
||
"It is also possible to perform reporting on a per-marketplace basis in a "
|
||
"similar fashion. First, remove the marketplace you wish to track separately "
|
||
"from the list of synchronized marketplaces. Then, create another "
|
||
"registration for this account and remove all marketplaces, except the one to"
|
||
" isolate from the others. Finally, assign another sales team to one of the "
|
||
"two registrations of your account."
|
||
msgstr ""
|
||
"你也可以类似方式对每个电商平台进行报告。首先，从已同步的电商平台列表中删除想要单独追踪库存的电商平台。然后，为该客户创建另一个注册账户，并删除所有其他电商平台。最后，为注册的两个账户其中一个分配其他销售团队。"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/manage.rst:147
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:154
|
||
msgid ":doc:`features`"
|
||
msgstr ":doc:`features`"
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:3
|
||
msgid "Amazon Connector configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:5
|
||
msgid ""
|
||
"Odoo allows users to register an Amazon seller account in the database, but "
|
||
"the user **must** have a paid Amazon Seller account prior to completing the "
|
||
"configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:8
|
||
msgid ""
|
||
"Set up a paid Seller account on Amazon by first logging into the Amazon "
|
||
"platform, and navigating to :menuselection:`Account \\& Lists --> Start a "
|
||
"Selling Account` from the drop-down menu located in the header section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:12
|
||
msgid ""
|
||
"Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process "
|
||
"and finally proceed to follow the instructions below to register and link "
|
||
"that Amazon Seller account in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:16
|
||
msgid "`Sell with Amazon <https://www.amazon.com/b/?node=12766669011>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:19
|
||
msgid "Connect Amazon Seller account to Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:23
|
||
msgid ""
|
||
"To connect an Amazon Seller account in Odoo, navigate to "
|
||
":menuselection:`Sales app --> Configuration --> Settings --> Connectors "
|
||
"section`, activate the :guilabel:`Amazon Sync` feature, and click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:27
|
||
msgid ""
|
||
"Then, return to :menuselection:`Sales app --> Configuration --> Settings -->"
|
||
" Connectors section`, and click on the :guilabel:`Amazon Accounts` link "
|
||
"under the :guilabel:`Amazon Sync` setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
||
msgid ""
|
||
"The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:34
|
||
msgid ""
|
||
"Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, "
|
||
"click :guilabel:`New` to create and link a new Amazon account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:37
|
||
msgid ""
|
||
"On the blank :guilabel:`Amazon Account` form page, start by choosing a name "
|
||
"for the account (e.g. `American Marketplace`). Then, in the "
|
||
":guilabel:`Credentials` tab, select the marketplace on which the seller "
|
||
"account was initially created from the :guilabel:`Home Marketplace` drop-"
|
||
"down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
||
msgid "A typical Amazon Account form page in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:45
|
||
msgid ""
|
||
"After saving, the field in the :guilabel:`Credentials` tab is replaced by a "
|
||
":guilabel:`Link with Amazon` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
||
msgid ""
|
||
"A typical Amazon Account form page and Link with Amazon button in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:52
|
||
msgid ""
|
||
"Clicking that button redirects to either the Amazon login page, or directly "
|
||
"to the required consent page, if the user is already logged in to Amazon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:55
|
||
msgid "On the login page, log in to the desired Amazon seller account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:57
|
||
msgid ""
|
||
"On the consent page, confirm that Amazon is allowed to give Odoo access to "
|
||
"the account and related data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:60
|
||
msgid ""
|
||
"Upon confirmation, Amazon returns the user to Odoo, and the account has been"
|
||
" registered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:62
|
||
msgid ""
|
||
"With the Amazon account successfully registered, the marketplaces available "
|
||
"to this specific account are synchronized with Odoo and listed under the "
|
||
":guilabel:`Marketplaces` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:65
|
||
msgid ""
|
||
"If desired, remove items from the list of synchronized marketplaces to "
|
||
"disable synchronization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:68
|
||
msgid "Amazon orders in Odoo"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:70
|
||
msgid ""
|
||
"When an Amazon order is synchronized, up to three line items are created on "
|
||
"the sales order in Odoo. Each one represents a product sold on Amazon: one "
|
||
"for the product that was sold on Amazon Marketplace, one for the shipping "
|
||
"charges (if any), and one for the gift wrapping charges (if any)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:76
|
||
msgid ""
|
||
"The selection of a database product for a sales order item is done by "
|
||
"matching its :guilabel:`Internal Reference` (a customizable product "
|
||
"reference idenifier in Odoo, like `FURN001`) with the Amazon *SKU* for "
|
||
"marketplace items, the Amazon *Shipping Code* for delivery charges, and the "
|
||
"Amazon *Gift Wrapping* code for gift wrapping charges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:81
|
||
msgid ""
|
||
"For marketplace products, pairings are saved as *Amazon Offers*, which are "
|
||
"listed under the :guilabel:`Offers` smart button on the account form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst-1
|
||
msgid "The Amazon Offers smart button on the account form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:88
|
||
msgid ""
|
||
"Offers are automatically created when the pairing is established, and "
|
||
"they're used for subsequent orders to lookup SKUs. If no offer with a "
|
||
"matching SKU is found, :ref:`the internal reference is used instead "
|
||
"<amazon/matching>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:93
|
||
msgid ""
|
||
"It's possible to force the pairing of a marketplace item with a specific "
|
||
"product, by changing either the product or the SKU of an offer to ensure "
|
||
"they match. The offer can be manually created if it was not automatically "
|
||
"done yet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:97
|
||
msgid ""
|
||
"This is useful if the internal reference is not used as the SKU, or if the "
|
||
"product sells under different conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:100
|
||
msgid ""
|
||
"If no database product with a matching internal reference is found for a "
|
||
"given Amazon SKU or gift wrapping code, then a default database product, "
|
||
"*Amazon Sale*, is used. The same is done with the default product *Amazon "
|
||
"Shipping* if no database product is found for a given Amazon shipping code."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:105
|
||
msgid ""
|
||
"To modify default products, activate the :ref:`developer mode <developer-"
|
||
"mode>`, and navigate to :menuselection:`Sales app --> Configuration --> "
|
||
"Settings --> Connectors --> Amazon Sync --> Default Products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:110
|
||
msgid "Product tax configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:112
|
||
msgid ""
|
||
"To allow for tax reporting of Amazon sales with Odoo, the taxes applied to "
|
||
"the sales order items are those set on the product, or determined by the "
|
||
"fiscal position."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:115
|
||
msgid ""
|
||
"Make sure to have the correct taxes set on your products in Odoo, or have it"
|
||
" done by a fiscal position, to avoid discrepancies in the subtotals between "
|
||
"*Amazon Seller Central* and Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:119
|
||
msgid ""
|
||
"As Amazon does not necessarily apply the same taxes as those configured in "
|
||
"Odoo, it may happen that order totals differ by a few cents between Odoo and"
|
||
" *Amazon Seller Central*. Those differences can be resolved with a write-off"
|
||
" when reconciling the payments in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:126
|
||
msgid "Add a new marketplace"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:128
|
||
msgid ""
|
||
"All marketplaces are supported by the Amazon Connector. To add a new "
|
||
"marketplace, proceed as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:131
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:118
|
||
msgid "Activate the :ref:`developer mode <developer-mode>`."
|
||
msgstr "启用:ref:`开发者模式<developer-mode>`."
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:132
|
||
msgid ""
|
||
"Go to :menuselection:`Sales app --> Configuration --> Settings --> "
|
||
"Connectors --> Amazon Sync --> Amazon Marketplaces`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:134
|
||
msgid "Click :guilabel:`New` to create a new marketplace record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:135
|
||
msgid ""
|
||
"Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select "
|
||
"the :guilabel:`Amazon Region` for your marketplace as described in the "
|
||
"`Amazon Documentation for marketplace IDs and regions <https://developer-"
|
||
"docs.amazon.com/amazon-shipping/docs/marketplace-ids>`_, and the "
|
||
":guilabel:`Seller Central URL` as described in the `Amazon Documentation for"
|
||
" seller central URLs <https://developer-docs.amazon.com/amazon-"
|
||
"shipping/docs/seller-central-urls>`_."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:140
|
||
msgid ""
|
||
"Set the :guilabel:`Name` of the record to `Amazon.<country code>` to easily "
|
||
"retrieve it (e.g. `Amazon.se`). The :guilabel:`API Identifier`, the "
|
||
":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should "
|
||
"respectively hold the *Marketplace ID*, the selected Amazon region, and the "
|
||
"*Seller Central URL* values from the Amazon Documentation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:144
|
||
msgid ""
|
||
"Once the marketplace is saved, update the Amazon Account configuration by "
|
||
"going to :menuselection:`Sales app --> Configuration --> Settings --> "
|
||
"Connectors --> Amazon Sync --> Amazon Accounts`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/amazon_connector/setup.rst:147
|
||
msgid ""
|
||
"Select the account on which to use the new marketplace, go to the "
|
||
":guilabel:`Marketplaces` tab, and click on :guilabel:`Update available "
|
||
"marketplaces`. An animation should confirm the success of the operation. "
|
||
"Newly added marketplaces are automatically added to the list of synchronized"
|
||
" marketplaces. If the new marketplace is not added to the list, it means "
|
||
"that it is either incompatible or unavailable for the seller account."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector.rst:5
|
||
msgid "eBay Connector"
|
||
msgstr "eBay 连接器"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:3
|
||
msgid "How to list a product?"
|
||
msgstr "如何上架一个产品"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:6
|
||
msgid "Listing without variation"
|
||
msgstr "上架没有变种"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:8
|
||
msgid ""
|
||
"In order to list a product, you need to check the **use eBay** field on a "
|
||
"product form. The eBay tab will be available."
|
||
msgstr "为了上架一个产品，你需要点击 **eBay可** 字段在产品的界面上，eBay 标签将可用。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:14
|
||
msgid ""
|
||
"When the **Use Stock Quantity** field is checked, the quantity sets on eBay "
|
||
"will be the Odoo **Forecast Quantity**."
|
||
msgstr "当勾选 **用库存数** 字段，eBay上的数量则会被设置为Odoo的 **期数** 。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:17
|
||
msgid ""
|
||
"The **Description Template** allows you to use templates for your listings. "
|
||
"The default template only use the **eBay Description** field of the product."
|
||
" You can use html inside the **Description Template** and in the **eBay "
|
||
"Description**."
|
||
msgstr ""
|
||
" **述模** 允许你为你的上架产品使用模板。默认的模板仅使用产品的 **eBay 描** 字段。你可以使用 **述模** 和 **eBay "
|
||
"描** 的内部html。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:21
|
||
msgid ""
|
||
"To use pictures in your listing, you need to add them as **Attachments** on "
|
||
"the product template."
|
||
msgstr "要在列表中使用图片，需要你在产品模板中把它们添加为 **** 。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:24
|
||
msgid "Listing with variations"
|
||
msgstr "有变种的上架"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:26
|
||
msgid ""
|
||
"When the **use eBay** on a product with variations is checked and with "
|
||
"**Fixed Price** as **Listing Type**, the eBay form is slightly different. In"
|
||
" the variants array, you can choose which variant will be listed on eBay as "
|
||
"well as set the price and the quantity for each variant."
|
||
msgstr ""
|
||
"当选中 **有变化的产品上使用易** ，并将 **定价格 **为 **录类型 "
|
||
"**，易趣表单略有不同。在变体阵列中，您可以选择将在易趣上列出的变体，并设置每个变体的价格和数量。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:35
|
||
msgid "Listing with item specifics"
|
||
msgstr "带项目细节的上架产品"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:37
|
||
msgid ""
|
||
"In order to add item specifics, you should create a product attribute with "
|
||
"one value in the **Variants** tab on the product form."
|
||
msgstr "为了增加项目规格，你应该在产品表单创建一个产品属性，在 **** 页签里设置一个值。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:44
|
||
msgid "Product Identifiers"
|
||
msgstr "产品标示"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/manage.rst:46
|
||
msgid ""
|
||
"Products identifiers such as EAN, UPC, Brand or MPN are required in most of "
|
||
"the eBay category. The module manages the EAN and UPC identifiers with the "
|
||
"**Barcode** field of the product variant. If the **Barcode** field is empty "
|
||
"or is value is not valid, the EAN and UPC values will be set as 'Does not "
|
||
"apply' as recommended by eBay. The Brand and MPN values are working as item "
|
||
"specifics and should be define in the **Variants** tab on the product form. "
|
||
"If these values are not set, 'Does not apply' will be used for the eBay "
|
||
"listing."
|
||
msgstr ""
|
||
"大多数易趣类别都需要EAN、UPC、BrandM、PN等产品标识符。该模块使用产品变体的**条形码**字段管理EAN和UPC标识符。如果**条形码**字段为空或is值无效，EAN和UPC值将按照易趣的建议设置为*不适用*。品牌和MPN值作为物品的具体信息，应在产品表单的**变体**选项卡中定义。如果未设置这些值，则*不适用*将用于易趣登录。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:3
|
||
msgid "How to configure eBay in Odoo?"
|
||
msgstr "如何在Odoo里配置eBay?"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:6
|
||
msgid "Create eBay tokens"
|
||
msgstr "创建eBay令牌"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:8
|
||
msgid ""
|
||
"In order to create your tokens, you need to create a developer account on "
|
||
"the `developer portal <https://go.developer.ebay.com/>`_. Once you are "
|
||
"logged in, you can create **Sandbox Keys** and **Production Keys** by "
|
||
"clicking on the adequate buttons."
|
||
msgstr ""
|
||
"为了创建令牌，您需要在开发者门户 `开发者门户 <https://go.developer.ebay.com/>`_。 上创建一个开发者帐户。 "
|
||
"登录后，可以通过单击适当的按钮来创建 **盒** 和 **产键** 。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:16
|
||
msgid ""
|
||
"After the creation of the keys, you can get the user token. To do so, click "
|
||
"on the **Get a User Token** link in the bottom of the page. Go through the "
|
||
"form, log in with you eBay account and you will get the keys and token "
|
||
"needed to configure the module in Odoo."
|
||
msgstr ""
|
||
"在秘钥创建后，你可以得到你的用户令牌.这么做，点击在页面底部的链接 **到一个用户令** "
|
||
"。通过界面，用你的eBay账号登陆，然后你可以得到需要在Odoo里配置模块的秘钥和令牌。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:22
|
||
msgid "Set up tokens in Odoo?"
|
||
msgstr "在Odoo里设置令牌"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:24
|
||
msgid ""
|
||
"To set up the eBay integration, go to :menuselection:`Sales --> "
|
||
"Configuration --> Settings`."
|
||
msgstr "为了设置eBay集成, 进入菜单 :menuselection:`销售 --> 配置 --> 设置` 。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:29
|
||
msgid ""
|
||
"First choose if you want to use the production or the sandbox eBay Site. "
|
||
"Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert "
|
||
"Key**. Apply the changes."
|
||
msgstr ""
|
||
"首先选择你要使用的是成品还是eBay沙箱。然后填写字段 **发者秘** ， **** ， **应用秘** , **证秘** 。申请变更。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:33
|
||
msgid ""
|
||
"Once the page is reloaded, you need to synchronize information from eBay. "
|
||
"Push on **Sync countries and currencies**, then you can fill in all the "
|
||
"other fields."
|
||
msgstr "一旦页面被重新载入，你需要从eBay同步信息。点击 **步国家和货** ， 然后你可以填写其他字段。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:36
|
||
msgid ""
|
||
"When all the fields are filled in, you can synchronize the categories and "
|
||
"the policies by clicking on the adequate buttons."
|
||
msgstr "当所有的字段被填写后, 你可以通过点击按钮同步种类和策略"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:40
|
||
msgid "Accept account deletion notifications"
|
||
msgstr "接受帐户删除通知"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:42
|
||
msgid ""
|
||
"Since September 2021, **eBay requires supporting customer account "
|
||
"deletion/closure notifications**. As such, when eBay receives an account "
|
||
"request for deletion, all eBay partners must confirm the reception of the "
|
||
"request and take further action if necessary."
|
||
msgstr ""
|
||
"自2021 9月起， **趣需要支持客户账户删除/关闭通** "
|
||
"。因此，当易趣收到账户删除请求时，所有易趣合作伙伴必须确认收到该请求，并在必要时采取进一步行动。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:46
|
||
msgid ""
|
||
"Odoo has a notification endpoint to receive those notifications, confirm the"
|
||
" reception of the request, and handle the first set of actions to anonymize "
|
||
"the account details in **Contacts** and remove the customer's access to the "
|
||
"portal."
|
||
msgstr ""
|
||
"Odoo有一个通知端点来接收这些通知，确认接收到请求，并处理第一组操作，以匿名化**联系人**中的帐户详细信息，并删除客户对门户的访问权限。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:51
|
||
msgid ""
|
||
"Make sure to correctly :ref:`set up your subscription to the marketplace "
|
||
"account deletion notifications <ebay/subscribe-account-deletion-"
|
||
"notifications>` as eBay may temporarily disable the related eBay account "
|
||
"until the subscription is completed."
|
||
msgstr ""
|
||
"请确保正确：ref:`设置您对市场帐户删除通知的订阅 <ebay/subscribe-account-deletion-"
|
||
"notifications>`，因为在订阅完成之前，易趣可能会暂时禁用相关的易趣帐户。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:58
|
||
msgid "Retrieve endpoint details from Odoo"
|
||
msgstr "从Odoo检索端点详细信息"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:60
|
||
msgid ""
|
||
"The endpoint details can be found in :menuselection:`Sales --> Configuration"
|
||
" --> Settings --> eBay`. Click on *Generate Token* to retrieve your "
|
||
"**Verification Token**."
|
||
msgstr "端点详细信息可以在以下菜单中找到：`销售-->配置-->设置-->易趣`。单击*生成令牌*以检索您的 **证令** 。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Button to generate an eBay verification token in Odoo"
|
||
msgstr "在Odoo中生成eBay验证令牌的按钮"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:70
|
||
msgid "Subscribe to account deletion notifications"
|
||
msgstr "订阅帐户删除通知"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:72
|
||
msgid ""
|
||
"Log in on the `developer portal of eBay <https://go.developer.ebay.com/>`_ "
|
||
"and go to **Alerts & Notifications**."
|
||
msgstr "登录 `eBay 开发者门户 <https://go.developer.ebay.com/>`_ 然后去 **报和通** ."
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Overview of the Alerts & Notifications dashboard of eBay"
|
||
msgstr "eBay提醒和通知仪表板概述"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:79
|
||
msgid ""
|
||
"To subscribe to deletion/closure notifications, eBay needs a few details:"
|
||
msgstr "要订阅删除/关闭通知，易趣需要一些详细信息："
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:81
|
||
msgid ""
|
||
"An **email address** to send notifications to if the endpoint is "
|
||
"unreachable."
|
||
msgstr "如果无法访问端点，则发送通知的 **子邮件地** 。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:82
|
||
msgid "The **endpoint details**:"
|
||
msgstr " **点详细信** ："
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:84
|
||
msgid "The URL to Odoo's account deletion notification endpoint"
|
||
msgstr "Odoo帐户删除通知终结点的URL"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:85
|
||
msgid "A verification token"
|
||
msgstr "验证令牌"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Dedicated fields to enter the endpoint details"
|
||
msgstr "用于输入端点详细信息的专用栏"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:92
|
||
msgid ""
|
||
"You can edit the last two fields once the email address field is filled out."
|
||
msgstr "填写电子邮件地址字段后，您可以编辑最后两个字段。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:95
|
||
msgid "Verify the connectivity with the endpoint"
|
||
msgstr "验证与端点的连接"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:97
|
||
msgid ""
|
||
"After setting the retrieved endpoint details in eBay's dashboard, consider "
|
||
"testing the connectivity with the **Send Test Notification** button."
|
||
msgstr "在易趣的仪表板中设置检索到的端点详细信息后，考虑使用**发送测试通知**按钮测试连接性。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:100
|
||
msgid ""
|
||
"You should get the following confirmation message: \"A test notification was"
|
||
" sent successfully!\""
|
||
msgstr "您应该会收到以下确认消息：“测试通知已成功发送！`"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst-1
|
||
msgid "Button to send test notification"
|
||
msgstr "用于发送测试通知的按钮"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:107
|
||
msgid "Using the updated synchronisation method"
|
||
msgstr "使用更新同步方法"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:109
|
||
msgid ""
|
||
"If you have a lot of products, the eBay API can sometimes refuse some "
|
||
"synchronization calls due to a time-based limit on the number of requests "
|
||
"that eBay enforces."
|
||
msgstr "如有你有大量产品，由于eBay强制规定的一定时间内请求数量限制，eBay API有时可能拒绝某些同步调用。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:112
|
||
msgid ""
|
||
"To fix this issue, a new implementation mechanism has been developed; "
|
||
"however this updated mechanism is disabled by default to avoid having the 2 "
|
||
"systems running in parallel in existing installations."
|
||
msgstr "为了解决这个问题，开发了一种新的实施机制；但是，默认情况下禁用此更新机制，以避免在现有安装中两个系统并行运行。"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:116
|
||
msgid "To switch to the new synchronization mechanism:"
|
||
msgstr "如要切换为新同步机制："
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:119
|
||
msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`"
|
||
msgstr "前往 :menuselection:`设置 --> 技术 --> 预定操作`"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:120
|
||
msgid ""
|
||
"Archive the old synchronization actions (both are named *Ebay: update "
|
||
"product status*)"
|
||
msgstr "存档旧的同步操作（二者名称都是*Ebay：更新产品状态*）"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:121
|
||
msgid ""
|
||
"Activate the new synchronization actions (*Ebay: get new orders* which runs "
|
||
"every 15min by default and *Ebay: synchronise stock (for 'get new orders' "
|
||
"synchronisation)* which runs once a day per default)"
|
||
msgstr ""
|
||
"启用新的同步操作（*Ebay：获取新订单*，默认每15分钟运行一次，及*Ebay：同步库存（以便与“获取新订单”同步）*，默认每天运行一次）"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:124
|
||
msgid ""
|
||
"Ensure that the **Next Execution Date** for both these actions are in the "
|
||
"near future"
|
||
msgstr "确保两种操作的 **次执行日期 **为最近"
|
||
|
||
#: ../../content/applications/sales/sales/ebay_connector/setup.rst:126
|
||
msgid ""
|
||
"Starting with the next execution date, the new method will be used instead "
|
||
"of the old one."
|
||
msgstr "从下次执行日期开始，将使用新方法进行同步。"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing.rst:5
|
||
msgid "Invoicing Method"
|
||
msgstr "开票方式"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:3
|
||
msgid "Down payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:5
|
||
msgid ""
|
||
"A down payment is a partial payment made by the buyer when a sales contract "
|
||
"is concluded. This implies both parties' (seller and buyer) full commitment "
|
||
"to honor the contract."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:8
|
||
msgid ""
|
||
"With a down payment, the buyer pays a portion of the total amount owed while"
|
||
" agreeing to pay the remaining amount at a later date. In turn, the seller "
|
||
"provides goods or services to the buyer after accepting the down payment, "
|
||
"trusting that the remaining amount will be paid later on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:13
|
||
msgid "Create invoices"
|
||
msgstr "创建发票"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:15
|
||
msgid ""
|
||
"When a sales order is confirmed, the option to create an invoice becomes "
|
||
"available, via the :guilabel:`Create Invoice` button, located in the upper-"
|
||
"left corner of the sales order form. When clicked, a :guilabel:`Create "
|
||
"invoices` pop-up appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "Create invoices pop-up form that appears in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:24
|
||
msgid ""
|
||
"Invoices are automatically created as drafts, so they can be reviewed before"
|
||
" validation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:26
|
||
msgid ""
|
||
"On the :guilabel:`Create invoices` pop-up, there are 3 options to choose "
|
||
"from in the :guilabel:`Create Invoice` field:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:29
|
||
msgid ":guilabel:`Regular invoice`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:30
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:42
|
||
msgid ":guilabel:`Down payment (percentage)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:31
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:43
|
||
msgid ":guilabel:`Down payment (fixed amount)`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:34
|
||
msgid ""
|
||
"If :guilabel:`Regular Invoice` is selected, the other fields disappear, as "
|
||
"they only pertain to down payment configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:38
|
||
msgid "Initial down payment request"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:40
|
||
msgid ""
|
||
"On the :guilabel:`Create invoices` pop-up form, the down payment options "
|
||
"are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:45
|
||
msgid ""
|
||
"Once the desired down payment option is selected in the :guilabel:`Create "
|
||
"Invoice` field on the pop-up form, designate the desired amount, either as a"
|
||
" percentage or a fixed amount, in the :guilabel:`Down Payment Amount` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:49
|
||
msgid ""
|
||
"Then, select the appropriate income account for the invoice in the "
|
||
":guilabel:`Income Account` field. Next, select a tax amount, if necessary, "
|
||
"in the :guilabel:`Customer Taxes` drop-down field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"A create invoices pop-up form with down payment fields filled in with "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:56
|
||
msgid ""
|
||
"Once all fields are filled in with the desired information, click the "
|
||
":guilabel:`Create Draft Invoice` button. Upon clicking this button, Odoo "
|
||
"reveals the :guilabel:`Customer Invoice Draft`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:59
|
||
msgid ""
|
||
"In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice "
|
||
"Draft`, the down payment that was just configured in the :guilabel:`Create "
|
||
"invoices` pop-up form appears as a :guilabel:`Product`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Down payment as a product in the invoice lines tab of a customer invoice "
|
||
"draft in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:68
|
||
msgid ""
|
||
"When the :guilabel:`Down payment` product in the :guilabel:`Invoice Lines` "
|
||
"tab is clicked, Odoo reveals the product form for the down payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:71
|
||
msgid ""
|
||
"By default, the :guilabel:`Product Type` of down payment products generated "
|
||
"for invoices are set as :guilabel:`Service`, with the :guilabel:`Invoicing "
|
||
"Policy` set to :guilabel:`Prepaid/Fixed Price`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Down payment product form with service product type and invoicing policy "
|
||
"field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:79
|
||
msgid "This product can be edited/modified at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:82
|
||
msgid ""
|
||
"If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the "
|
||
":guilabel:`Invoicing Policy`, an invoice will **not** be able to be created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:86
|
||
msgid "Example: request 50% down payment"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:89
|
||
msgid ""
|
||
"The following example involves a 50% amount down payment on a product "
|
||
"(:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the "
|
||
":guilabel:`Invoicing Policy`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:0
|
||
msgid "Cabinet with doors product form showcasing various details and fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:97
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:260
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:226
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:238
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:71
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:166
|
||
msgid ":doc:`invoicing_policy`"
|
||
msgstr ":doc:`invoicing_policy`"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:99
|
||
msgid ""
|
||
"First, navigate to :menuselection:`Sales app --> New`, and add a "
|
||
":guilabel:`Customer` to the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:102
|
||
msgid ""
|
||
"Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, "
|
||
"and select the :guilabel:`Cabinet with Doors` product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:105
|
||
msgid ""
|
||
"When the order is confirmed (via the :guilabel:`Confirm` button), the "
|
||
"quotation turns into a sales order. Once this occurs, create and view the "
|
||
"invoice by clicking :guilabel:`Create Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Cabinet with doors sales order that's been confirmed in the Odoo Sales "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:112
|
||
msgid ""
|
||
"Next, on the :guilabel:`Create invoices` pop-up window that appears, select "
|
||
":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down "
|
||
"Payment Amount` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:116
|
||
msgid ""
|
||
"The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are "
|
||
"*not* required fields, and they will *not* appear if they've already been "
|
||
"preconfigured in previous down payment requests."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:120
|
||
msgid ""
|
||
"For more information, check out the documentation on :ref:`customer taxes "
|
||
"modification on down payments <sales/invoicing/customer-tax-modification-"
|
||
"down-payments>` and :ref:`income account modification on down payments "
|
||
"<sales/invoicing/income-account-modification>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:124
|
||
msgid ""
|
||
"Lastly, click :guilabel:`Create Draft Invoice` to create and view the "
|
||
"invoice draft."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:126
|
||
msgid ""
|
||
"Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which "
|
||
"includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice"
|
||
" Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:129
|
||
msgid ""
|
||
"From there, the invoice can be confirmed and posted by clicking "
|
||
":guilabel:`Confirm`. Confirming the invoice changes the status from "
|
||
":guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of "
|
||
"buttons at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "A sample draft invoice with down payment mentioned in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:137
|
||
msgid ""
|
||
"From those buttons, the payment can be registered by clicking "
|
||
":guilabel:`Register Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Showcase of the Register Payment button on a confirmed customer invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:143
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-"
|
||
"populated with the necessary information. Confirm the information provided "
|
||
"is correct and make any necessary adjustments. When ready, click the "
|
||
":guilabel:`Create Payment` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Showcase of the Register Payment pop-up window with create payment button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:151
|
||
msgid ""
|
||
"After clicking :guilabel:`Create Payment`, Odoo reveals the customer "
|
||
"invoice, now with a green :guilabel:`In Payment` banner in the upper-right "
|
||
"corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"Customer Invoice with a green In Payment banner located in the upper-right "
|
||
"corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:158
|
||
msgid ""
|
||
"Now, when the customer wants to pay the remaining amount of the order, "
|
||
"another invoice must be created. To do that, return to the sales order, via "
|
||
"the breadcrumb links."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:161
|
||
msgid ""
|
||
"Back on the sales order, a new :guilabel:`Down Payments` section is present "
|
||
"in the :guilabel:`Order Lines` tab, along with the down payment that was "
|
||
"just invoiced and posted."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "The down payments section in the order lines tab of a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:168
|
||
msgid "Next, click the :guilabel:`Create Invoice` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:170
|
||
msgid ""
|
||
"On the :guilabel:`Create invoices` pop-up window that appears, there are two"
|
||
" new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid ""
|
||
"The deduct down payment option on the create invoices pop up in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:177
|
||
msgid ""
|
||
"If the remaining amount is ready to be paid, select the :guilabel:`Regular "
|
||
"Invoice` option. Odoo will create an invoice for the exact amount needed to "
|
||
"complete the total payment, as indicated in the :guilabel:`Amount to "
|
||
"invoice` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:181
|
||
msgid "Once ready, click :guilabel:`Create Draft Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:183
|
||
msgid ""
|
||
"Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing "
|
||
"*all* the invoices for that specific sales order in the :guilabel:`Invoice "
|
||
"Lines` tab. Each invoice line item displays all the necessary information "
|
||
"related to each invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:187
|
||
msgid ""
|
||
"To complete the flow, click :guilabel:`Confirm`, which changes the status of"
|
||
" the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click "
|
||
":guilabel:`Register Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:190
|
||
msgid ""
|
||
"Once again, the :guilabel:`Register Payment` appears, with all fields auto-"
|
||
"populated with the necessary information, including the remaining amount "
|
||
"left to be paid on the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "The second register payment pop-up form in Odoo sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:197
|
||
msgid ""
|
||
"After confirming that information, click :guilabel:`Create Payment`. Doing "
|
||
"so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In"
|
||
" Payment` banner in the upper-right corner. Also, both down payments are "
|
||
"present in the :guilabel:`Invoice Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "The second down payment invoice with in payment banner in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:205
|
||
msgid "At this point, the flow is now complete."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:208
|
||
msgid ""
|
||
"This flow is also possible with the :guilabel:`Fixed amount` down payment "
|
||
"option."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:211
|
||
msgid ""
|
||
"If a down payment is used with a product that has a :guilabel:`Delivered "
|
||
"quantities` invoicing policy, the down payments will **not** be able to be "
|
||
"deducted when it comes time to invoice the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:215
|
||
msgid ""
|
||
"This is because, due to the invoicing policy, the product(s) would have to "
|
||
"be delivered *before* creating the final invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:218
|
||
msgid ""
|
||
"If nothing has been delivered, a :guilabel:`Credit Note` is created, which "
|
||
"cancels the draft invoice that was created after the down payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:221
|
||
msgid ""
|
||
"To utilize the :guilabel:`Credit Note` option, the *Inventory* application "
|
||
"must be installed, in order to confirm the delivery. Otherwise, the "
|
||
"delivered quantity can be entered manually directly on the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:228
|
||
msgid "Customer taxes modification on down payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:230
|
||
msgid ""
|
||
"To adjust the income account and customer taxes attached to a down payment, "
|
||
"navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> "
|
||
"Products --> Products`), search for the `Down Payment` product in the search"
|
||
" bar, and select it to reveal the product detail page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:234
|
||
msgid ""
|
||
"On the :guilabel:`Down Payment` product page, in the :guilabel:`General "
|
||
"Information` tab, the customer taxes can be modified in the "
|
||
":guilabel:`Customer Taxes` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst-1
|
||
msgid "How to modify the income account link to down payments."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:244
|
||
msgid "Income account modification on down payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:246
|
||
msgid ""
|
||
"To change or adjust the income account attached to the :guilabel:`Down "
|
||
"Payment` product page, the *Accounting* app **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:249
|
||
msgid ""
|
||
"With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes "
|
||
"available on the product page. That tab will **not** be accessible without "
|
||
"the *Accounting* app installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/down_payment.rst:252
|
||
msgid ""
|
||
"In the :guilabel:`Accounting` tab, the income account can be changed in the "
|
||
":guilabel:`Income Account` field, located in the :guilabel:`Receivables` "
|
||
"section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:3
|
||
msgid "Reinvoice expenses to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:5
|
||
msgid ""
|
||
"While working on a project for a client, employees often have to spend their"
|
||
" own money on various expenses related to the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:8
|
||
msgid ""
|
||
"For example, an employee may need to use their own money to pay for a hotel,"
|
||
" while they provide an on-site service for a client. As a company, this "
|
||
"expense should be reinvoiced to the customer. With Odoo, these kinds of "
|
||
"expenses can quickly be reinvoiced to the customer related to the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:13
|
||
msgid "Expenses application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:15
|
||
msgid ""
|
||
"To be able to reinvoice a customer for an expense, the *Expenses* "
|
||
"application **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:17
|
||
msgid ""
|
||
"To install the *Expenses* application, navigate to :menuselection:`main Odoo"
|
||
" dashboard --> Apps`, and click :guilabel:`Install` on the *Expenses* "
|
||
"application block. When clicked, Odoo installs the application, refreshes "
|
||
"the page, and returns to the main Odoo dashboard."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:22
|
||
msgid "Add expenses to sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:24
|
||
msgid ""
|
||
"To begin, have a sales order confirmed in the *Sales* app to which a "
|
||
"reinvoiced expense can be added. Or, create a new sales order from scratch. "
|
||
"To do that, navigate to the :menuselection:`Sales app --> New`. Doing so "
|
||
"reveals a blank quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:28
|
||
msgid ""
|
||
"Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order "
|
||
"Lines` tab, by clicking :guilabel:`Add a product`. Next, select a product "
|
||
"from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:31
|
||
msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"This is how a confirmed sales order looks in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:37
|
||
msgid "With the sales order confirmed, it's time to create an expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:39
|
||
msgid ""
|
||
"To do that, navigate to the *Expenses* application, by going to "
|
||
":menuselection:`main Odoo dashboard --> Expenses`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:42
|
||
msgid ""
|
||
"Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank"
|
||
" expenses form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid "A blank expenses form in the Odoo Expenses application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:48
|
||
msgid ""
|
||
"On the expenses form, add a :guilabel:`Description` to easily reference the "
|
||
"expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:50
|
||
msgid ""
|
||
"Then, in the :guilabel:`Category` field, select one of the following options"
|
||
" from the drop-down menu:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:53
|
||
msgid ""
|
||
":guilabel:`Communication`: any form of communication related to a "
|
||
"project/order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:54
|
||
msgid ""
|
||
":guilabel:`Others`: expense that doesn't fit into any other categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:55
|
||
msgid ":guilabel:`Meals`: any form of meal costs related to a project/order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:56
|
||
msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:57
|
||
msgid ""
|
||
":guilabel:`Mileage`: any form of mileage (gas) costs related to "
|
||
"project/order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:58
|
||
msgid ""
|
||
":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs "
|
||
"related to a project/order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:61
|
||
msgid ""
|
||
"New expense categories can be created from an expense form, by clicking the "
|
||
":guilabel:`Category` field drop-down menu, selecting :guilabel:`View All`, "
|
||
"and clicking :guilabel:`New` from the :guilabel:`Search:Category` pop-up "
|
||
"window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:0
|
||
msgid ""
|
||
"The Search:Category expenses pop-up window from a blank expenses form in "
|
||
"Odoo Expenses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:69
|
||
msgid ""
|
||
"For this sample workflow, which will reinvoice a customer for a brief hotel "
|
||
"stay, the :guilabel:`Category` for this example is :guilabel:`[TRANS \\& "
|
||
"ACC] Travel \\& Accommodation`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:73
|
||
msgid ""
|
||
"The following example requires the *Sales*, *Accounting*, and *Expense* apps"
|
||
" to view/modify all the fields mentioned during the workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:76
|
||
msgid ""
|
||
"Beneath the :guilabel:`Category` field, enter in the amount to be expensed "
|
||
"in the :guilabel:`Total` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:79
|
||
msgid ""
|
||
"Next, designate if there are any :guilabel:`Included taxes` in the "
|
||
":guilabel:`Total`. If a preconfigured tax amount is selected from the "
|
||
":guilabel:`Included taxes` field, Odoo auto-calculates the taxed amount, "
|
||
"based on the amount entered in the :guilabel:`Total` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:83
|
||
msgid ""
|
||
"Then, choose which :guilabel:`Employee` was responsible for the expense, and"
|
||
" choose an option in the :guilabel:`Paid By` field: :guilabel:`Employee (to "
|
||
"reimburse)` or :guilabel:`Company`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:86
|
||
msgid ""
|
||
"In this case, our employee paid for the hotel with their own money, so the "
|
||
":guilabel:`Employee (to reimburse)` option is chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:89
|
||
msgid ""
|
||
"On the right-hand side of the expenses form, the option to add a "
|
||
":guilabel:`Bill Reference` is available. Beneath that, the auto-populated "
|
||
":guilabel:`Expense Date` and :guilabel:`Account` fields are available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:94
|
||
msgid ""
|
||
"The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, "
|
||
"if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:96
|
||
msgid ""
|
||
"Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field "
|
||
"to reveal a drop-down menu. From this drop-down menu, select the appropriate"
|
||
" sales order to which this expense should be attached. This field **must** "
|
||
"be filled, in order to reinvoice a customer for an expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:100
|
||
msgid ""
|
||
"Lastly, the option to modify the :guilabel:`Analytic Distribution` and "
|
||
":guilabel:`Company` fields are available. These fields are *not* required to"
|
||
" complete a reinvoiced expense to a customer, but are available to modify, "
|
||
"if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:104
|
||
msgid ""
|
||
"Also, at the bottom of the expense form, there is a :guilabel:`Notes...` "
|
||
"section, wherein any notes related to this expense can be added, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid "A filled out expenses form in the Odoo Expenses application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:111
|
||
msgid ""
|
||
"At the top of the expense form, there are buttons to :guilabel:`Attach "
|
||
"Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:114
|
||
msgid ""
|
||
"If there is a physical or digital receipt that should be attached to the "
|
||
"expense, click :guilabel:`Attach Receipt`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:117
|
||
msgid ""
|
||
"If the cost of this expense needs to be split, click :guilabel:`Split "
|
||
"Expense`. This feature can be used for a number of reasons (spitting expense"
|
||
" with another employee, to accommodate different tax rates, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:121
|
||
msgid ""
|
||
"If neither of these options are necessary, click :guilabel:`Create Report` "
|
||
"to lock in the expense report that was just configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:124
|
||
msgid ""
|
||
"Doing so reveals an :guilabel:`Expense Report Summary` for the new expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid "An expense report summary in the Odoo Expenses application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:130
|
||
msgid ""
|
||
"Here, once the details related to the expense have been confirmed, click "
|
||
":guilabel:`Submit to Manager`. This sends the expense report to the "
|
||
"approving manager, who will review the expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:133
|
||
msgid ""
|
||
"The manager in charge of reviewing and approving the expense will inspect "
|
||
"the details related to the expense, and if there are no issues, they will "
|
||
"click the :guilabel:`Approve` button — which *only* appears on the manager's"
|
||
" view of the :guilabel:`Expense Report Summary` that's been submitted to the"
|
||
" manager by the employee."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"An expense report summary that a manager will approve with an Approve "
|
||
"button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:142
|
||
msgid ""
|
||
"Once approved, the buttons at the top of the :guilabel:`Expense Report "
|
||
"Summary` change once again. At this point, the buttons at the top of the "
|
||
":guilabel:`Expense Report Summary` are: :guilabel:`Post Journal Entries`, "
|
||
":guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset"
|
||
" to Draft`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"An expense report summary with post journal entries button at the top of the"
|
||
" form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:151
|
||
msgid ""
|
||
"When the manager is satisfied with the :guilabel:`Expense Report Summary`, "
|
||
"they'll click :guilabel:`Post Journal Entries`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:154
|
||
msgid ""
|
||
"Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and "
|
||
"the :guilabel:`Analytic Distribution` column in the :guilabel:`Expense` tab "
|
||
"is filled with the sales order that was initially configured to the expense "
|
||
"in the :guilabel:`Customer to Reinvoice` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:159
|
||
msgid "Reinvoice expense"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:161
|
||
msgid ""
|
||
"With those steps completed, it's time to return to the sales order to "
|
||
"complete the reinvoice of the expense to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:164
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, "
|
||
"and select the appropriate sales order that should be reinvoiced for the "
|
||
"expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:167
|
||
msgid ""
|
||
"On the sales form, the newly-configured expense is now in the "
|
||
":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled "
|
||
"in, and ready to be invoiced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"A sales order with the configured expense ready to be invoiced in the Order "
|
||
"Lines tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:174
|
||
msgid ""
|
||
"After confirming the details of the expense, click :guilabel:`Create "
|
||
"Invoice` at the top of the sales order. When clicked, a :guilabel:`Create "
|
||
"invoices` pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"A create invoices pop-up window that appears when the Create Invoice is "
|
||
"clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:181
|
||
msgid ""
|
||
"From this pop-up window, leave the :guilabel:`Create Invoice` field on the "
|
||
"default :guilabel:`Regular invoice` option, and click :guilabel:`Create "
|
||
"Draft Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:184
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the "
|
||
"expense in the :guilabel:`Invoice Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"A customer invoice draft with the expense in the Invoice Lines tab of the "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:191
|
||
msgid ""
|
||
"If all the information related to the expense is correct, click "
|
||
":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the"
|
||
" invoice from :guilabel:`Draft` to :guilabel:`Posted`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:194
|
||
msgid ""
|
||
"To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing"
|
||
" so reveals a :guilabel:`Send` pop-up window, with a preconfigured message "
|
||
"and PDF invoice in the body of the message. The message can be reviewed and "
|
||
"modified, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:198
|
||
msgid ""
|
||
"Once ready, click :guilabel:`Send \\& Print` to send the invoice to the "
|
||
"customer. When clicked, the pop-up window disappears, and Odoo sends the "
|
||
"message/invoice to the customer. Additionally, a PDF of the invoice is "
|
||
"automatically downloaded for record-keeping and/or printing purposes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:202
|
||
msgid ""
|
||
"Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register "
|
||
"Payment` button when the customer pays for the invoiced expense."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid ""
|
||
"A customer invoice with the register payment button ready to be clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:209
|
||
msgid ""
|
||
"When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`"
|
||
" pop-up window appears. In this pop-up window, the necessary fields are "
|
||
"auto-populated with the correct information. After reviewing the "
|
||
"information, click :guilabel:`Create Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst-1
|
||
msgid "A register payment pop-up window on a customer invoice in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:217
|
||
msgid ""
|
||
"Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, "
|
||
"and a green :guilabel:`In Payment` banner is in the upper-right corner of "
|
||
"the invoice, signifying this invoice is paid for in full. Thus, completing "
|
||
"the workflow."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:227
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:236
|
||
msgid ":doc:`time_materials`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/expense.rst:228
|
||
msgid ":doc:`milestone`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3
|
||
msgid "Invoice based on delivered or ordered quantities"
|
||
msgstr "基于已交付或订购数量的开票"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5
|
||
msgid ""
|
||
"Different business policies might require different options for invoicing:"
|
||
msgstr "不同的业务政策可能需要不同的开票选项："
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7
|
||
msgid ""
|
||
"The *Invoice what is ordered* rule is used as the default mode in Odoo "
|
||
"*Sales*, which means customers are invoiced once the sales order is "
|
||
"confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9
|
||
msgid ""
|
||
"The *Invoice what is delivered* rule invoices customers once the delivery is"
|
||
" done. This rule is often used for businesses that sell materials, liquids, "
|
||
"or food in large quantities. In these cases, the ordered quantity may differ"
|
||
" slightly from the delivered quantity, making it preferable to invoice the "
|
||
"quantity actually delivered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14
|
||
msgid ""
|
||
"Being able to have different invoicing options provides more flexibility."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17
|
||
msgid "Invoicing policy features"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19
|
||
msgid ""
|
||
"To activate the necessary invoicing policy features, go to "
|
||
":menuselection:`Sales app --> Configuration --> Settings`, and under the "
|
||
":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: "
|
||
":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is "
|
||
"delivered`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
|
||
msgid "Choosing an invoicing policy on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29
|
||
msgid ""
|
||
"If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** "
|
||
"possible to activate the :guilabel:`Automatic Invoice` feature, which "
|
||
"automatically generates invoices when an online payment is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34
|
||
msgid "Invoicing policy on product form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36
|
||
msgid ""
|
||
"On any product page, via the :menuselection:`Sales app --> Products --> "
|
||
"Products dashboard`, locate the :guilabel:`Invoicing Policy` option located "
|
||
"under the :guilabel:`General Information` tab. It can be changed manually "
|
||
"using the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
|
||
msgid "How to change your invoicing policy on a product form on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45
|
||
msgid "Impact on sales flow"
|
||
msgstr "对销售流程的影响"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47
|
||
msgid ""
|
||
"In Odoo *Sales*, the basic sales flow starts with the creation of a "
|
||
"quotation. Then, that quotation is sent to a customer. Next, it needs to be "
|
||
"confirmed, which turns the quotation into a sales order. This, in turn, "
|
||
"creates an invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51
|
||
msgid ""
|
||
"The following is a breakdown of how invoicing policy rules impact the "
|
||
"aforementioned sales flow:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53
|
||
msgid ""
|
||
":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An "
|
||
"invoice is created as soon as a sale is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55
|
||
msgid ""
|
||
":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because "
|
||
"the delivered quantity needs to be manually entered on the sales order. Or, "
|
||
"the *Inventory* app can be installed and used to confirm the delivered "
|
||
"quantity before creating an invoice with the *Sales* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60
|
||
msgid ""
|
||
"If a user attempts to create an invoice without validating the delivered "
|
||
"quantity, the following error message appears: :guilabel:`There is no "
|
||
"invoiceable line. If a product has a Delivered quantities invoicing policy, "
|
||
"please make sure that a quantity has been delivered.`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0
|
||
msgid ""
|
||
"If Delivered Quantities invoicing policy is chosen, ensure a quantity has "
|
||
"been delivered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69
|
||
msgid ""
|
||
"Once a quotation is confirmed, and the status changes from "
|
||
":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and "
|
||
"invoiced quantities are available to view, directly from the sales order. "
|
||
"This is true for both invoicing policy rule options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1
|
||
msgid "How to see your delivered and invoiced quantities on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77
|
||
msgid ""
|
||
"Odoo automatically adds the quantities to the invoice, both "
|
||
":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial "
|
||
"delivery, when the quotation is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80
|
||
msgid ""
|
||
"Finally, there are a few different options to create an invoice: "
|
||
":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or "
|
||
":guilabel:`Down payment (fixed amount)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84
|
||
msgid ""
|
||
"Be sure to check out the documentation explaining down payment options to "
|
||
"learn more: :doc:`/applications/sales/sales/invoicing/down_payment`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:3
|
||
msgid "Invoice project milestones"
|
||
msgstr "开票项目流程"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:5
|
||
msgid ""
|
||
"Invoicing based on project milestones can be used for expensive or large-"
|
||
"scale projects. The series of milestones in a project represent a clear "
|
||
"sequence of work that will inevitably result in the completion of a project "
|
||
"and/or contract."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:9
|
||
msgid ""
|
||
"This method of invoicing ensures the company gets a consistent flow of money"
|
||
" throughout the lifetime of the project. Customers can closely monitor every"
|
||
" phase of the project's development as it happens, in addition to paying a "
|
||
"large bill in several installments, instead of all at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:14
|
||
msgid "Create milestone products"
|
||
msgstr "创建里流程式产品"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:16
|
||
msgid ""
|
||
"In Odoo, each milestone of a project is considered as an individual product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:18
|
||
msgid ""
|
||
"To create and/or configure products to work like this, first navigate to "
|
||
":menuselection:`Sales app --> Products --> Products`. Then, click on a "
|
||
"product, or create a new one by clicking :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:22
|
||
msgid ""
|
||
"The option to invoice based on milestones is only available for certain "
|
||
"product types."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:24
|
||
msgid ""
|
||
"On the product form, under the :guilabel:`General Information` tab, the "
|
||
":guilabel:`Product Type` field *must* be set on any of the following "
|
||
"options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event "
|
||
"Booth`, or :guilabel:`Course`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The invoicing policy field drop-down menu with options on product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:32
|
||
msgid ""
|
||
"With any of those :guilabel:`Product Type` options selected, choose "
|
||
":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-"
|
||
"down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:39
|
||
msgid "Beneath that is the :guilabel:`Create on Order` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:41
|
||
msgid ""
|
||
"To ensure workflows are as seamless as possible, it is recommended that an "
|
||
"option in the :guilabel:`Create on Order` field is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:45
|
||
msgid ""
|
||
"Leaving it on the default :guilabel:`Nothing` option won't negatively affect"
|
||
" the desired workflow. However, a project *must* then be created directly "
|
||
"from a sales order form with that specific product. Once a project is "
|
||
"created *then* milestones and tasks can be created and configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:50
|
||
msgid ""
|
||
"When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` "
|
||
"is clicked, a drop-down menu is revealed with the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:53
|
||
msgid ""
|
||
":guilabel:`Task`: Odoo creates a task related to this milestone product in "
|
||
"the *Projects* app when this specific product is ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:55
|
||
msgid ""
|
||
":guilabel:`Project \\& Task`: Odoo creates a project and task related to "
|
||
"this milestone product in the *Projects* app when this specific product is "
|
||
"ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:57
|
||
msgid ""
|
||
":guilabel:`Project`: Odoo creates a project related to this milestone "
|
||
"product in the *Projects* app when this specific product is ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:60
|
||
msgid ""
|
||
"When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In "
|
||
"this field, select to which existing project in the *Projects* app this "
|
||
"created task should be connected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The Project field appears when the Task option is selected in Create on "
|
||
"Order field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:67
|
||
msgid ""
|
||
"When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two "
|
||
"new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace "
|
||
"Template`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The Project template and workspace template fields that appear on milestone "
|
||
"product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:74
|
||
msgid ""
|
||
"The :guilabel:`Project Template` field provides template options to use for "
|
||
"the project that will be created when this specific product is ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:77
|
||
msgid ""
|
||
"The :guilabel:`Workspace Template` field provides template options to use "
|
||
"for the workspace (for the *Documents* app, not the *Projects* app) that "
|
||
"will be automatically generated for the project when this specific product "
|
||
"is ordered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:82
|
||
msgid ""
|
||
"For organizational purposes, click the :guilabel:`Sales` tab on the product "
|
||
"form, and enter a custom 'Milestone' related descriptor in the "
|
||
":guilabel:`Sales Description` field. This information appears in the "
|
||
":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the "
|
||
"sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:87
|
||
msgid ""
|
||
"Or, directly edit/modify the :guilabel:`Description` field on the "
|
||
":guilabel:`Order Lines` tab of the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:90
|
||
msgid "This is *not* a requirement."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:93
|
||
msgid "Invoice milestones"
|
||
msgstr "开票流程"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:96
|
||
msgid ""
|
||
"The following flow features a trio of milestone products that have "
|
||
":guilabel:`Service` set as their :guilabel:`Product Type`, and "
|
||
":guilabel:`Task` set on their :guilabel:`Create on Order` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:0
|
||
msgid ""
|
||
"Product with Service \"Product Type\" and \"Task\" in the Create on Order "
|
||
"field on form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:104
|
||
msgid ""
|
||
"Those tasks are then attached to a pre-existing :guilabel:`Project`, which, "
|
||
"in this case, is titled, :guilabel:`Rebranding Projects`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:107
|
||
msgid ""
|
||
"To invoice milestones, create a sales order with the milestone product(s). "
|
||
"To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a "
|
||
"blank quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:110
|
||
msgid ""
|
||
"From this quotation form, add a :guilabel:`Customer`. Then, click "
|
||
":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the "
|
||
"milestone product(s) to the :guilabel:`Order Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:113
|
||
msgid ""
|
||
"Once the corresponding milestone product(s) have been added, click "
|
||
":guilabel:`Confirm` to confirm the order, which turns the quotation into a "
|
||
"sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:116
|
||
msgid ""
|
||
"When the order is confirmed, new smart buttons appear at the top of the "
|
||
"sales order based on what was selected in the :guilabel:`Create on Order` "
|
||
"field on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:119
|
||
msgid ""
|
||
"From the sales order, click the :guilabel:`Milestones` smart button. Doing "
|
||
"so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add"
|
||
" milestones."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid "Adding milestones to a sales order with milestone products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:126
|
||
msgid ""
|
||
"Enter a :guilabel:`Name` for the milestone. Next, apply it to the "
|
||
"corresponding :guilabel:`Sales Order Item`. Lastly, assign a "
|
||
":guilabel:`Deadline` to the milestone, if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:129
|
||
msgid "Repeat that process for all milestone sales order items."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:131
|
||
msgid ""
|
||
"Then, return to the sales order, via the breadcrumbs. From the sales order, "
|
||
"click the :guilabel:`Tasks` smart button. Doing so reveals a "
|
||
":guilabel:`Tasks` page with a task for each sales order item with that "
|
||
"option designated in the :guilabel:`Create on Order` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"Sample tasks page accessed via the smart button from a sales order with "
|
||
"milestone products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:139
|
||
msgid ""
|
||
"To manually assign a configured milestone to a task, click the desired task,"
|
||
" which reveals the task form. On the task form, select the appropriate "
|
||
"milestone to which this task should be connected, in the "
|
||
":guilabel:`Milestone` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The milestone field on the task form when dealing with milestone products in"
|
||
" Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:147
|
||
msgid "Repeat this process for all milestone tasks."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:149
|
||
msgid ""
|
||
"With those tasks properly configured, employees log in their progress as "
|
||
"they work on the task, in addition to adding any notes related to the task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:152
|
||
msgid ""
|
||
"Then, when that task is complete, that means that milestone has been "
|
||
"reached. At that point, it is time to invoice that milestone."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:155
|
||
msgid ""
|
||
"To invoice a milestone, first return to the sales order — either via the "
|
||
"breadcrumb links, or by navigating to :menuselection:`Sales app --> Orders "
|
||
"--> Orders` and picking the appropriate sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:159
|
||
msgid ""
|
||
"Back on the sales order form, click the :guilabel:`Milestones` smart button,"
|
||
" and check the box in the :guilabel:`Reached` column for that particular "
|
||
"task."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"What it looks like to mark a milestone as reached via the milestone smart "
|
||
"button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:166
|
||
msgid ""
|
||
"Next, return to the sales order — either by clicking :guilabel:`View Sales "
|
||
"Order` on the :guilabel:`Milestones` page, or via the breadcrumb links."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:169
|
||
msgid ""
|
||
"Back on the sales order, the line item for the milestone that's been reached"
|
||
" has its :guilabel:`Delivered` column filled. That's because the milestone "
|
||
"has been reached, and therefore delivered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"A milestone product that's been reached marked as delivered on the sales "
|
||
"order in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:177
|
||
msgid ""
|
||
"Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals "
|
||
"a :guilabel:`Create invoices` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The create invoices pop-up window that appears when create invoice button is"
|
||
" clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:184
|
||
msgid ""
|
||
"On the :guilabel:`Create invoices` pop-up window, leave the "
|
||
":guilabel:`Create Invoice` option on the default :guilabel:`Regular Invoice`"
|
||
" selection, and click the :guilabel:`Create Draft Invoice` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:188
|
||
msgid ""
|
||
"Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the "
|
||
":guilabel:`Customer Invoice Draft`, *only* showing that reached milestone in"
|
||
" the :guilabel:`Invoice Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"A customer invoice draft showing only the milestone product that's been "
|
||
"reached."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:195
|
||
msgid ""
|
||
"From this invoice page, click the :guilabel:`Confirm` button to confirm the "
|
||
"invoice. Then, when the customer has paid for this milestone, click "
|
||
":guilabel:`Register Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:198
|
||
msgid ""
|
||
"When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`"
|
||
" pop-up window appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The Register Payment pop-up window that appears when Register Payment is "
|
||
"clicked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:204
|
||
msgid ""
|
||
"On this pop-up window, confirm the accuracy of the auto-populated fields, "
|
||
"then click :guilabel:`Create Payment`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:207
|
||
msgid ""
|
||
"When clicked, the pop-up window disappears, and Odoo returns to the invoice "
|
||
"for that milestone, which now has a green :guilabel:`In Payment` banner in "
|
||
"the upper-right corner. This banner signifies the invoice has been paid."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"An invoice with a milestone product that has been paid with an In Payment "
|
||
"banner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:215
|
||
msgid ""
|
||
"Then, return to the sales order, via the breadcrumb links. Back on the sales"
|
||
" order, in the :guilabel:`Order Lines` tab, the reached milestone that's "
|
||
"been invoiced and paid for, now has its :guilabel:`Invoiced` column filled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The Invoiced column of a milestone product that's been paid for is filled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:223
|
||
msgid ""
|
||
"There is also a new :guilabel:`Invoices` smart button at the top of the "
|
||
"sales order. Clicking that reveals all the invoices that are connected to "
|
||
"this sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst-1
|
||
msgid ""
|
||
"The invoices smart button that appears at the top of a sales order with "
|
||
"milestones."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:230
|
||
msgid ""
|
||
"Simply repeat the above process for each milestone as it is worked on, and "
|
||
"subsequently, completed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:232
|
||
msgid ""
|
||
"Continue that process until the entire project has been completed, each "
|
||
"milestone has been invoiced, and the entire order has been paid for in full."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/milestone.rst:237
|
||
msgid ":doc:`proforma`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:3
|
||
msgid "Pro-forma invoices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:5
|
||
msgid ""
|
||
"A *pro-forma invoice* is an abridged or estimated invoice sent in advance of"
|
||
" a delivery of goods. It notes the kind and quantity of goods, their value, "
|
||
"and other important information, such as weight and transportation charges."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:9
|
||
msgid ""
|
||
"Pro-forma invoices are commonly used as preliminary invoices with a "
|
||
"quotation. They are also used during importation for customs purposes. They "
|
||
"differ from a normal invoice, in that they are *not* a demand (or request) "
|
||
"for payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:16
|
||
msgid ""
|
||
"In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature "
|
||
"**must** be activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:18
|
||
msgid ""
|
||
"To enable this feature, navigate to :menuselection:`Sales app --> "
|
||
"Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` "
|
||
"section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, "
|
||
"click :guilabel:`Save` to save all changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
||
msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:27
|
||
msgid "Send pro-forma invoice"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:29
|
||
msgid ""
|
||
"With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send"
|
||
" a pro-forma invoice is now available on any quotation or sales order, via "
|
||
"the :guilabel:`Send Pro-Forma Invoice` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
||
msgid ""
|
||
"The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:37
|
||
msgid ""
|
||
"Pro-forma invoices can **not** be sent for a sales order or quotation if an "
|
||
"invoice for a down payment has already been sent, or for a recurring "
|
||
"subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:40
|
||
msgid ""
|
||
"In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** "
|
||
"appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:42
|
||
msgid ""
|
||
"However, pro-forma invoices **can** be sent for services, event "
|
||
"registrations, courses, and/or new subscriptions. Pro-forma invoices are not"
|
||
" limited to physical, consumable, or storable goods."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:45
|
||
msgid ""
|
||
"When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up "
|
||
"window appears, from which an email can be sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:48
|
||
msgid ""
|
||
"In the pop-up window, the :guilabel:`Recipients` field is auto-populated "
|
||
"with the customer from the sales order or quotation. The :guilabel:`Subject`"
|
||
" field and the body of the email can be modified, if necessary."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:52
|
||
msgid ""
|
||
"The pro-forma invoice is automatically added as an attachment to the email."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:54
|
||
msgid ""
|
||
"When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with"
|
||
" the attached pro-forma invoice, to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst-1
|
||
msgid ""
|
||
"The email pop-up window that appears with pro-forma invoice attached in Odoo"
|
||
" Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:62
|
||
msgid ""
|
||
"To preview what the pro-forma invoice looks like, click on the PDF at the "
|
||
"bottom of the email pop-up window *before* clicking :guilabel:`Send`. When "
|
||
"clicked, the pro-forma invoice is downloaded instantly. Open that PDF to "
|
||
"view (and review) the pro-forma invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/proforma.rst:0
|
||
msgid "Sample pro-forma invoice PDF from Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:3
|
||
msgid "Invoicing based on time and materials"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:5
|
||
msgid ""
|
||
"Invoicing based on time and/or materials is typically used when accurately "
|
||
"estimating the size of a project isn't possible, or when the requirements of"
|
||
" a project may change."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:8
|
||
msgid ""
|
||
"This is different from a fixed-price contract, when a customer agrees to pay"
|
||
" a specified total for the fulfillment of the contract---no matter what "
|
||
"needs to be paid to the employees, sub-contractors, vendors, suppliers, and "
|
||
"so on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:12
|
||
msgid ""
|
||
"The Odoo *Sales* app can invoice for time and various other expenses (e.g. "
|
||
"transport, lodging), as well as purchases needed to fulfill an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:16
|
||
msgid "App and settings configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:18
|
||
msgid ""
|
||
"First, in order to accurately keep track of the progress of a project, the "
|
||
"Odoo *Project* and *Accounting* apps **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:21
|
||
msgid ""
|
||
"To install the *Project* app, navigate to :menuselection:`Odoo main "
|
||
"dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
|
||
":guilabel:`Project` app block, and click :guilabel:`Activate`. The page "
|
||
"automatically refreshes and returns to the main Odoo dashboard, where the "
|
||
"*Project* app is now available to access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:26
|
||
msgid "Repeat the same process to install the *Accounting* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:28
|
||
msgid ""
|
||
"After installation, click the :guilabel:`Accounting` app icon from the main "
|
||
"Odoo dashboard, and navigate to :menuselection:`Configuration --> Settings`."
|
||
" On the :guilabel:`Settings` page, scroll down to the :guilabel:`Analytics` "
|
||
"section, and ensure the box next to :guilabel:`Analytic Accounting` is "
|
||
"checked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"How it looks to activate the Analytic Accounting setting in Odoo Accounting "
|
||
"Setting page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:37
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:43
|
||
msgid "Then, click :guilabel:`Save` to save all changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:39
|
||
msgid ""
|
||
"Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> "
|
||
"Configuration --> Settings`. On the :guilabel:`Settings` page, in the "
|
||
":guilabel:`Time Management` section, ensure the box beside the "
|
||
":guilabel:`Timesheets` feature is checked."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"What the Timesheets feature looks like on the Odoo Project settings page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:52
|
||
msgid "Service product configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:54
|
||
msgid ""
|
||
"With the *Timesheets* feature activated in the *Project* app, it is now "
|
||
"possible to invoice for time spent on a project, but **only** when the "
|
||
"following product configurations have been made."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:58
|
||
msgid ""
|
||
"Invoicing for time spent on a project is **only** possible with products "
|
||
"that have *Service* set as the *Product Type* on their product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:61
|
||
msgid ""
|
||
"To configure a service product, first navigate to :menuselection:`Sales app "
|
||
"--> Products --> Products`. On the :guilabel:`Products` page, select the "
|
||
"desired service product to be configured, or click :guilabel:`New` to create"
|
||
" a new product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:65
|
||
msgid ""
|
||
"From the product form, in the :guilabel:`General Information` tab, set the "
|
||
":guilabel:`Product Type` to :guilabel:`Service`. Then, open the drop-down "
|
||
"menu in the :guilabel:`Invoicing Policy` field, and select :guilabel:`Based "
|
||
"on Timesheets`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:69
|
||
msgid ""
|
||
"Next, from the :guilabel:`Create on Order` drop-down menu, select "
|
||
":guilabel:`Project \\& Task`. That setting indicates that, when a sales "
|
||
"order is created with this specific service product, a new project and task "
|
||
"is created in the *Project* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"The correct settings for Invoicing Policy and Create on Order fields for "
|
||
"service product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:78
|
||
msgid ""
|
||
"The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create"
|
||
" on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing"
|
||
" project that the task will appear in from :guilabel:`Project` field, which "
|
||
"only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on "
|
||
"Order` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:84
|
||
msgid "Add time spent to sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:86
|
||
msgid ""
|
||
"After properly configuring a service product with the correct *Invoicing "
|
||
"Policy* and *Create on Order* options, it is possible to add time spent to a"
|
||
" sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:89
|
||
msgid ""
|
||
"To see that in action, navigate to :menuselection:`Sales app --> New` to "
|
||
"open a blank quotation form. Then, proceed to add a :guilabel:`Customer`, "
|
||
"and in the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and"
|
||
" select the properly :ref:`configured service product "
|
||
"<sales/invoicing/configured-service-product>` from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:94
|
||
msgid "Next, click :guilabel:`Confirm` to confirm the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:96
|
||
msgid ""
|
||
"After confirming the sales order, two smart buttons appear at the top of the"
|
||
" order form: :guilabel:`Projects` and :guilabel:`Tasks`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"How the Projects and Tasks smart buttons look on a Sales Order in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:103
|
||
msgid ""
|
||
"If the :guilabel:`Projects` smart button is clicked, it reveals the specific"
|
||
" project related to this sales order. If the :guilabel:`Tasks` smart button "
|
||
"is clicked, it reveals the specific project task related to this sales "
|
||
"order. Both are also accessible in the *Project* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:107
|
||
msgid ""
|
||
"In order to add time spent on a sales order, click the :guilabel:`Tasks` "
|
||
"smart button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:109
|
||
msgid ""
|
||
"On the task form, select the :guilabel:`Timesheets` tab. From the "
|
||
":guilabel:`Timesheets` tab, employees can be assigned to work on the "
|
||
"project, and the time they spend working on the task can be added by the "
|
||
"employees or by the person who created the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:113
|
||
msgid ""
|
||
"To add an employee, and the time spent working on the task, click "
|
||
":guilabel:`Add a line` in the :guilabel:`Timesheets` tab. Then, select the "
|
||
"appropriate :guilabel:`Date` and :guilabel:`Employee`. There is also the "
|
||
"option to add a brief description of the work done during this time in the "
|
||
":guilabel:`Description` column, but it's not required."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:118
|
||
msgid ""
|
||
"Lastly, enter the amount of time worked on the task in the :guilabel:`Hours "
|
||
"Spent` column, and click away to complete that line in the "
|
||
":guilabel:`Timesheets` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:122
|
||
msgid ""
|
||
"The time entered in the :guilabel:`Hours Spent` column is immediately "
|
||
"reflected in the :guilabel:`Allocated Time` field (located near the top of "
|
||
"the task form) as a percentage, which reflects how much of the total "
|
||
"allocated work hours have been done so far."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:126
|
||
msgid ""
|
||
"That same information is found as numerical hours in the :guilabel:`Hours "
|
||
"Spent` and :guilabel:`Remaining Hours` fields, located at the bottom of the "
|
||
":guilabel:`Timesheets` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
|
||
msgid ""
|
||
"How the Timesheets tab appears on a task form in Odoo Sales and Odoo "
|
||
"Project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:133
|
||
msgid ""
|
||
"Repeat this process for however many employees and hours have been worked on"
|
||
" the project."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:136
|
||
msgid "Invoice time spent"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:138
|
||
msgid ""
|
||
"Once all the necessary employees and time spent have been added to the "
|
||
"project task, return to the sales order to invoice the customer for those "
|
||
"hours. To do that, either click the :guilabel:`Sales Order` smart button at "
|
||
"the top of the task form, or return to the sales order via the breadcrumb "
|
||
"links, located in the upper-left of the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:143
|
||
msgid ""
|
||
"Back on the sales order form, the time that was added to the task is "
|
||
"reflected in the :guilabel:`Order Lines` tab (in the :guilabel:`Delivered` "
|
||
"column) and in the new :guilabel:`Recorded Hours` smart button at the top of"
|
||
" the sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:147
|
||
msgid ""
|
||
"To invoice the customer for time spent on the project, click "
|
||
":guilabel:`Create Invoice`, and select :guilabel:`Regular invoice` from the "
|
||
":guilabel:`Create invoices` pop-up window. Then, click :guilabel:`Create "
|
||
"Draft Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:151
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all "
|
||
"the work that's been done in the :guilabel:`Invoice Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:155
|
||
msgid ""
|
||
"Pay attention to the :guilabel:`Analytic Distribution` column in the "
|
||
":guilabel:`Customer Invoice`, as that information is necessary to ensure "
|
||
"other time/material invoicing tasks are completed properly and accurately."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
|
||
msgid "Invoice draft showing time spent on sales order in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:163
|
||
msgid ""
|
||
"Click :guilabel:`Confirm` to confirm the invoice and continue with the "
|
||
"invoicing process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:169
|
||
msgid "Expenses configuration"
|
||
msgstr "费用配置"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:171
|
||
msgid ""
|
||
"In order to track and invoice expenses related to a sales order, the Odoo "
|
||
"*Expenses* app **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:174
|
||
msgid ""
|
||
"To install the *Expenses* app, navigate to :menuselection:`Odoo main "
|
||
"dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
|
||
":guilabel:`Expenses` app block, and click :guilabel:`Activate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:178
|
||
msgid ""
|
||
"The page automatically refreshes and returns to the main Odoo dashboard, "
|
||
"where the :guilabel:`Expenses` app is now available to access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:184
|
||
msgid "Add expenses to sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:186
|
||
msgid ""
|
||
"To add an expense to a sales order, first navigate to the "
|
||
":menuselection:`Expenses` app. Then, from the main *Expenses* dashboard, "
|
||
"click :guilabel:`New`, which reveals a blank expense form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:189
|
||
msgid ""
|
||
"On the expense form, add a :guilabel:`Description` of the expense (e.g. "
|
||
"`Hotel Stay`, `Plane Ticket`). Next, in the :guilabel:`Category` field, "
|
||
"select the appropriate option from the drop-down menu (e.g. "
|
||
":guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \\& Accommodation`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:194
|
||
msgid ""
|
||
"Expense categories can be added and modified by navigating to "
|
||
":menuselection:`Expenses app --> Configuration --> Expense Categories`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:197
|
||
msgid ""
|
||
"Then, enter the total amount of the expense in the :guilabel:`Total` field, "
|
||
"as well as any :guilabel:`Included Taxes` that may apply. Next, ensure that "
|
||
"the correct :guilabel:`Employee` is selected, and designate who paid for the"
|
||
" expense in the :guilabel:`Paid By` field: the :guilabel:`Employee (to "
|
||
"reimburse)` or the :guilabel:`Company`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:202
|
||
msgid ""
|
||
"Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate"
|
||
" sales order from the drop-down menu. Then, select that same sales order "
|
||
"information from the :guilabel:`Analytic Distribution` field, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:207
|
||
msgid ""
|
||
"The :guilabel:`Analytic Distribution` field will **only** have the "
|
||
"corresponding sales order as an option if the sales order contains a service"
|
||
" product that is billed based on *Timesheets*, *Milestones*, or *Delivered "
|
||
"Quantities*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"How to properly fill out an expense form that's attached to a sales order in"
|
||
" Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:215
|
||
msgid ""
|
||
"If there are any receipts that should be uploaded and attached to the "
|
||
"expense, click the :guilabel:`Attach Receipt` button, and upload the "
|
||
"necessary documents to the expense. This is **not** required, but it may "
|
||
"affect whether or not an expense is approved."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:219
|
||
msgid ""
|
||
"When all the information has been entered, click :guilabel:`Create Report` "
|
||
"to create an expense report detailing all the expense information that was "
|
||
"just entered."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid "How an Expense Report Summary looks in Odoo Expenses."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:226
|
||
msgid ""
|
||
"Then, there's the option to :guilabel:`Submit to Manager` for approval. Once"
|
||
" approved, the :guilabel:`Report in Next Payslip` appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:229
|
||
msgid ""
|
||
"To showcase a complete flow in this example, select :guilabel:`Submit to "
|
||
"Manager`. Then, the manager would click :guilabel:`Approve` to approve this "
|
||
"expense, and click :guilabel:`Post Journal Entries` to post this expense to "
|
||
"the accounting journal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:234
|
||
msgid "Invoice expenses"
|
||
msgstr "开票费用"
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:236
|
||
msgid ""
|
||
"To invoice a customer for an :ref:`expense on a sales order "
|
||
"<sales/invoicing/add-expenses-sales-order>`, navigate to the related sales "
|
||
"order, either from the :menuselection:`Sales` app or from the expense report"
|
||
" in the :menuselection:`Expenses` app. From the expense report, click the "
|
||
":guilabel:`Sales Orders` smart button at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:241
|
||
msgid ""
|
||
"If the expense report was linked to the sales order, the newly-configured "
|
||
"expense now has its own line in the :guilabel:`Order Lines` tab, and can be "
|
||
"invoiced to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"An expense appearing on Order Lines tab of a Sales Order in Odoo Sales "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:248
|
||
msgid ""
|
||
"To invoice the customer for the expense on the sales order, click "
|
||
":guilabel:`Create Invoice`, select :guilabel:`Regular Invoice` from the "
|
||
":guilabel:`Create invoices` pop-up window, then click :guilabel:`Create "
|
||
"Draft Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:252
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then,"
|
||
" the invoicing process can be completed as usual."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"Sample customer invoice for an expense generated from a sales order in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:260
|
||
msgid "Purchase configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:262
|
||
msgid ""
|
||
"In order to invoice a customer for purchases made on a sales order, the "
|
||
"*Purchase* application **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:265
|
||
msgid ""
|
||
"To install the *Purchase* application, navigate to :menuselection:`Odoo main"
|
||
" dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the "
|
||
":guilabel:`Purchase` app block, and click :guilabel:`Activate`. The page "
|
||
"automatically refreshes and returns to the main Odoo dashboard, where the "
|
||
":guilabel:`Purchase` app is now available to access."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:273
|
||
msgid "Add purchase to sales order"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:275
|
||
msgid ""
|
||
"To add a purchase to a sales order, a purchase order must first be created. "
|
||
"To create a purchase order, navigate to :menuselection:`Purchase app --> "
|
||
"New` to reveal a blank purchase order form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:278
|
||
msgid ""
|
||
"First, add a :guilabel:`Vendor` to the purchase order. Then, under the "
|
||
":guilabel:`Products` tab, click the :guilabel:`extra column options` drop-"
|
||
"down menu, represented by two horizontal lines with dots on them, located to"
|
||
" the far-right of the column headers. From that drop-down menu, select "
|
||
":guilabel:`Analytic Distribution`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"How to add analytic distribution column on purchase order form in Odoo "
|
||
"Purchase."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:287
|
||
msgid ""
|
||
"After adding the :guilabel:`Analytic Distribution` column to the headers on "
|
||
"the :guilabel:`Products` tab of the purchase order form, proceed to add the "
|
||
"product(s) to the purchase order. To do that, click :guilabel:`Add a "
|
||
"product`, and select the desired product from the drop-down menu. Repeat for"
|
||
" all the products to add."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:293
|
||
msgid ""
|
||
"In order for a purchase to be properly invoiced on a sales order, the "
|
||
"product on the purchase order **must** be marked as :guilabel:`Can be "
|
||
"Expensed`, have an :guilabel:`Invoicing Policy` set to :guilabel:`Delivered "
|
||
"quantities`, and have the :guilabel:`At cost` option selected in the "
|
||
":guilabel:`Re-Invoice Expenses` field on its product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:0
|
||
msgid ""
|
||
"Product settings for a purchase order to be invoiced on a sales order in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:302
|
||
msgid ""
|
||
"Then, select the appropriate :guilabel:`Analytic Distribution` associated "
|
||
"with the sales order to which this purchase order is related. To do that, "
|
||
"click the empty :guilabel:`Analytic Distribution` field to reveal an "
|
||
":guilabel:`Analytic` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:306
|
||
msgid ""
|
||
"Then, from the :guilabel:`Departments` drop-down menu, select the analytic "
|
||
"distribution associated with the desired sales order to be invoiced for the "
|
||
"purchase."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"How to select the Analytic Distribution department from a purchase order in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:313
|
||
msgid ""
|
||
"Once all the information is entered in the :guilabel:`Products` tab of the "
|
||
"purchase order, confirm the order by clicking :guilabel:`Confirm Order`. "
|
||
"Then, click :guilabel:`Receive Products` when the products have been "
|
||
"received. This creates a receipt form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:318
|
||
msgid ""
|
||
"If any serial/lot numbers must be entered before validating the receipt of "
|
||
"products, then on the receipt form, click the :guilabel:`details` icon "
|
||
"represented by four horizontal lines located to the far-right of the product"
|
||
" line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:322
|
||
msgid ""
|
||
"This reveals a :guilabel:`Detailed Operations` tab, in which the necessary "
|
||
":guilabel:`Lot/Serial Number(s)` and :guilabel:`Done` quantity can be added."
|
||
" When ready, click :guilabel:`Confirm` to confirm the data."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:326
|
||
msgid "Then, click :guilabel:`Validate` to validate the purchase order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:328
|
||
msgid ""
|
||
"Next, return to the purchase order, via the breadcrumb links at the top of "
|
||
"the page, and click :guilabel:`Create Bill` to create a vendor bill that can"
|
||
" be invoiced to the customer on the attached sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"Vendor bill draft for a purchase order to be invoiced to a customer in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:337
|
||
msgid ""
|
||
"Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill "
|
||
"Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an "
|
||
"error window appears, requesting that information to be entered before "
|
||
"confirmation can occur."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:341
|
||
msgid ""
|
||
"Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then "
|
||
"automatically added to the sales order, where it can be invoiced directly to"
|
||
" the customer attached to it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:345
|
||
msgid "Invoice purchase"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:347
|
||
msgid ""
|
||
"To invoice a customer for a purchase on a sales order, first :ref:`add the "
|
||
"purchase to the sales order <sales/invoicing/add-purchase-to-sales-order>`, "
|
||
"then navigate to the desired sales order in the :menuselection:`Sales` app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:351
|
||
msgid ""
|
||
"On the sales order that was attached to the purchase order, the purchased "
|
||
"product now has its own product line under the :guilabel:`Order Lines` tab, "
|
||
"and it is ready to be invoiced."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"Purchase order product on sales order to be invoiced to customer via Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:358
|
||
msgid ""
|
||
"To invoice the customer for the purchase, simply click :guilabel:`Create "
|
||
"Invoice`, select :guilabel:`Regular Invoice` from the :guilabel:`Create "
|
||
"invoices` pop-up window, then click :guilabel:`Create Draft Invoice`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:362
|
||
msgid ""
|
||
"Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added "
|
||
"purchase order product in the :guilabel:`Invoice Lines` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst-1
|
||
msgid ""
|
||
"Customer invoice draft with purchase product attached to sales order in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/invoicing/time_materials.rst:369
|
||
msgid ""
|
||
"To complete the invoicing process, click :guilabel:`Confirm` to confirm the "
|
||
"invoice, and then click :guilabel:`Register Payment` in the "
|
||
":guilabel:`Register Payment` pop-up form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices.rst:5
|
||
msgid "Products & Prices"
|
||
msgstr "产品和价格"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3
|
||
msgid "Use eWallets and gift cards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5
|
||
msgid ""
|
||
"With Odoo, customers can use **eWallets** and **gift cards** for online and "
|
||
"in-store shopping."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7
|
||
msgid ""
|
||
"To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), "
|
||
"first enable :guilabel:`Discounts, Loyalty & Gift Card` under "
|
||
":menuselection:`Sales app --> Configuration --> Settings --> Pricing "
|
||
"section`. Once enabled, go to :menuselection:`Sales app --> Products --> "
|
||
"Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card "
|
||
"program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13
|
||
msgid "eWallets"
|
||
msgstr "电子钱包"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15
|
||
msgid ""
|
||
"eWallets allow customers to save credits on their online account and use "
|
||
"these credits as a payment method when buying items in an online store or a "
|
||
"brick-and-mortar store. eWallets can also be used to centralize multiple "
|
||
":ref:`gift cards <ewallet_gift/gift-cards>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19
|
||
msgid ""
|
||
"Before creating an eWallet program, it is necessary to create an eWallet "
|
||
"**top-up** product. Top-ups are pre-defined digital credit values added to "
|
||
"an eWallet in exchange for its equivalent in real currency. These credits "
|
||
"can then be used as a payment method in the eCommerce shop or :abbr:`PoS "
|
||
"(Point of Sale)`. Top-up values can be of different amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25
|
||
msgid ""
|
||
"A $50 top-up can be bought for $50, and adds that same amount of credits to "
|
||
"the eWallet."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27
|
||
msgid ""
|
||
"To create a top-up product, go to :menuselection:`Sales app --> Products -->"
|
||
" Products` and :guilabel:`Create` a new product. On the product template, "
|
||
"configure the options as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30
|
||
msgid ""
|
||
":guilabel:`Product Name`: enter a name for the top-up product (for example, "
|
||
"`$50 Top-Up`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92
|
||
msgid ":guilabel:`Can be Sold`: enabled"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93
|
||
msgid ":guilabel:`Product Type`: select :guilabel:`Service`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94
|
||
msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95
|
||
msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35
|
||
msgid ":guilabel:`Sales Price`: enter the amount of the top-up"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38
|
||
msgid ""
|
||
"In order to have eWallet top-ups of different amounts, create multiple top-"
|
||
"up products and modify the :guilabel:`Sales Price` accordingly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41
|
||
msgid ""
|
||
"Once the top-up is created, go to :menuselection:`Sales app --> Products -->"
|
||
" Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The "
|
||
"following configuration options are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44
|
||
msgid ":guilabel:`Program Name`: enter a name for the eWallet program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45
|
||
msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46
|
||
msgid ""
|
||
":guilabel:`eWallet Products`: select the eWallet top-up created earlier. "
|
||
"Repeat the process if you created top-ups of different amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48
|
||
msgid ""
|
||
":guilabel:`Email template`: select the email template used for the email "
|
||
"sent to the customer. To create a new template, click on the field, select "
|
||
":guilabel:`Search More`, and then click :guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51
|
||
msgid ""
|
||
":guilabel:`Currency`: select the currency to use for the eWallet program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115
|
||
msgid ""
|
||
":guilabel:`Company`: select the company for which the program is valid and "
|
||
"available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116
|
||
msgid ""
|
||
":guilabel:`Available On`: select the applications on which the program is "
|
||
"valid and available"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117
|
||
msgid ""
|
||
":guilabel:`Website`: select the website on which the program is valid and "
|
||
"available. Leave this field empty to include all websites."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119
|
||
msgid ""
|
||
":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which "
|
||
"the program is valid and available. Leave this field empty to include all "
|
||
":abbr:`PoS (Point of Sale)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "eWallet program configuration page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63
|
||
msgid ""
|
||
"Once the program is configured, click the :guilabel:`Generate eWallet` "
|
||
"button in the upper-left corner to generate eWallets. eWallets can be "
|
||
"generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. "
|
||
"The quantity is automatically adapted according to the :guilabel:`Customers`"
|
||
" and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet "
|
||
"value`. Finally, set the :guilabel:`Valid Until` period if applicable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69
|
||
msgid ""
|
||
"Generated eWallets can be accessed through the :guilabel:`eWallets` smart "
|
||
"button in the upper-right corner. From there, :guilabel:`Send` or "
|
||
":guilabel:`Share` the eWallets via email or a URL link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "eWallets send and share buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76
|
||
msgid ""
|
||
"Click on an eWallet to change the :guilabel:`Expiration Date`, "
|
||
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an "
|
||
"eWallet *cannot* be changed, deleted, or duplicated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82
|
||
msgid "Gift cards"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84
|
||
msgid ""
|
||
"Gift cards can be purchased by customers, and in turn used as a payment "
|
||
"method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87
|
||
msgid ""
|
||
"Before creating a new gift card program, it is necessary to first create "
|
||
"gift cards as products. To do so, go to :menuselection:`Sales app --> "
|
||
"Products --> Products` and :guilabel:`Create` a product. On the product "
|
||
"template, configure the options as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91
|
||
msgid ":guilabel:`Product Name`: enter a name for the gift card product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96
|
||
msgid ":guilabel:`Sales Price`: enter the amount of the gift card"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99
|
||
msgid ""
|
||
"In order to have gift cards of different amounts, create multiple gift card "
|
||
"products and modify the :guilabel:`Sales Price` accordingly."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102
|
||
msgid ""
|
||
"Once the gift card product is created, go to :menuselection:`Sales app --> "
|
||
"Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card "
|
||
"program. The following configuration options are available:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106
|
||
msgid ":guilabel:`Program Name`: enter a name for the gift card program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107
|
||
msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108
|
||
msgid ""
|
||
":guilabel:`Gift Card Products`: select the gift card product created "
|
||
"earlier. Repeat the process if you created gift card products of different "
|
||
"amounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110
|
||
msgid ""
|
||
":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift "
|
||
"Card Information` template, or create a new template by clicking on the "
|
||
"field, selecting :guilabel:`Search More`, and then clicking "
|
||
":guilabel:`Create`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113
|
||
msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114
|
||
msgid ""
|
||
":guilabel:`Currency`: select the currency to use for the gift card program"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "Gift card program configuration page"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126
|
||
msgid ""
|
||
"Once the program is configured, click the :guilabel:`Generate Gift Cards` "
|
||
"button in the upper-left corner to generate gift cards. Gift cards can be "
|
||
"generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected "
|
||
"Customers`. Set the :guilabel:`Quantity to generate` for "
|
||
":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or "
|
||
":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the "
|
||
":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period"
|
||
" if applicable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133
|
||
msgid ""
|
||
"Generated gift cards can be accessed through the :guilabel:`Gift Cards` "
|
||
"smart button in the upper-right corner. From there, :guilabel:`Send` or "
|
||
":guilabel:`Share` the gift cards via email or a URL link."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1
|
||
msgid "Gift cards send and share buttons"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141
|
||
msgid ""
|
||
"Click on a gift card to change the :guilabel:`Expiration Date`, "
|
||
":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift "
|
||
"card *cannot* be changed, deleted, or duplicated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3
|
||
msgid "Discount and loyalty programs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5
|
||
msgid ""
|
||
"The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users "
|
||
"to create discount and loyalty programs that customers can use for online "
|
||
"and in-store shopping. These programs offer more varied, public, and time-"
|
||
"sensitive pricing options than :doc:`pricelists "
|
||
"</applications/sales/sales/products_prices/prices/pricing>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11
|
||
msgid "Configure the settings"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13
|
||
msgid ""
|
||
"To begin using discount and loyalty programs, navigate to "
|
||
":menuselection:`Sales --> Configuration --> Settings`. Under the "
|
||
":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & "
|
||
"Gift Card` setting by checking the box next to the feature. Finally, click "
|
||
":guilabel:`Save` to save the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19
|
||
msgid "Configure discount and loyalty programs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21
|
||
msgid ""
|
||
"To create discount and loyalty programs, go to :menuselection:`Sales --> "
|
||
"Products --> Discount & Loyalty`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24
|
||
msgid ""
|
||
"If no discount or loyalty programs have been created yet, Odoo provides a "
|
||
"choice of templates to help create the first program. Choose one of the "
|
||
"template cards, or click :guilabel:`New` to create a new program from "
|
||
"scratch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28
|
||
msgid ""
|
||
"Or, if there are already existing programs, select an existing program to "
|
||
"edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Discount and loyalty program template cards."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35
|
||
msgid ""
|
||
"Templates only appear when no programs have been created, and they disappear"
|
||
" once the first program is created."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38
|
||
msgid "Creating or editing a program opens the program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:40
|
||
msgid "The program form contains the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:42
|
||
msgid ""
|
||
":guilabel:`Program Name`: Enter the name of the program. The program name is"
|
||
" *not* visible to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44
|
||
msgid ""
|
||
":guilabel:`Program Type`: Select the desired :ref:`program type "
|
||
"<sales/pricing_management/program-types>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46
|
||
msgid ":guilabel:`Currency`: Select the currency used for the program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:47
|
||
msgid ""
|
||
":guilabel:`Points Unit`: Enter the name of the points used for the "
|
||
":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit "
|
||
"name *is* visible to the customer. This field is only available when the "
|
||
":guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50
|
||
msgid ""
|
||
":guilabel:`Validity`: Select the date until which the program is valid. "
|
||
"Leave this field blank for no end date, meaning the program is always valid "
|
||
"and does not expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:52
|
||
msgid ""
|
||
":guilabel:`Limit Usage`: Check this box and enter a number to limit the "
|
||
"number of times the program can be used during the :guilabel:`Validity` "
|
||
"period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:54
|
||
msgid ""
|
||
":guilabel:`Company`: In the case of multiple companies, choose the company "
|
||
"for which the program is available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:56
|
||
msgid ""
|
||
":guilabel:`Available On`: Select the app(s) on which the program is "
|
||
"available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57
|
||
msgid ""
|
||
":guilabel:`Website`: Select the website(s) on which the program is "
|
||
"available. Leave this field blank to make it available on all websites."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:59
|
||
msgid ""
|
||
":guilabel:`Point of Sale`: Select the point(s) of sale at which the program "
|
||
"is available. Leave this field blank to make it available at all :abbr:`PoS "
|
||
"(Point of Sale)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Program options on the loyalty program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:67
|
||
msgid ""
|
||
"The options available on the program form vary depending on the "
|
||
":ref:`Program Type <sales/pricing_management/program-types>` selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:70
|
||
msgid ""
|
||
"All of the existing cards, codes, coupons, etc. that have been generated for"
|
||
" the program are accessible through the smart button located in the upper-"
|
||
"right corner of the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Program items smart button on the loyalty program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:80
|
||
msgid "Program types"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:82
|
||
msgid ""
|
||
"The different :guilabel:`Program Types` available on the program form are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:84
|
||
msgid ""
|
||
":guilabel:`Coupons`: Generate and share single-use coupon codes that grant "
|
||
"immediate access to rewards."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86
|
||
msgid ""
|
||
":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes "
|
||
"that grant access to rewards on the customer's next order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:88
|
||
msgid ""
|
||
":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates "
|
||
"points to exchange for rewards on future orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:90
|
||
msgid ""
|
||
":guilabel:`Promotions`: Set conditional rules for ordering products, which, "
|
||
"when fulfilled, grant access to rewards for the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:92
|
||
msgid ""
|
||
":guilabel:`Discount Code`: Set codes which, when entered upon checkout, "
|
||
"grant discounts to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:94
|
||
msgid ""
|
||
":guilabel:`Buy X Get Y`: For every X item bought, the customer is granted 1 "
|
||
"credit. After accumulating a specified amount of credits, the customer can "
|
||
"trade them in to receive Y item."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98
|
||
msgid "Conditional rules"
|
||
msgstr "条件规则"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100
|
||
msgid ""
|
||
"Next, configure the :guilabel:`Conditional rules` that determine when the "
|
||
"program applies to a customer's order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:103
|
||
msgid ""
|
||
"In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to "
|
||
":guilabel:`Conditional rules` to add *conditions* to the program. This "
|
||
"reveals a :guilabel:`Create Conditional rules` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Rules & Rewards tab of the loyalty program form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112
|
||
msgid ""
|
||
"The options for :guilabel:`Conditional rules` vary depending on the selected"
|
||
" :ref:`Program Type <sales/pricing_management/program-types>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:115
|
||
msgid "The following options are available for configuring conditional rules:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:117
|
||
msgid ""
|
||
":guilabel:`Discount Code`: Enter a custom code to be used for the "
|
||
":guilabel:`Discount Code` program, or use the default one generated by Odoo."
|
||
" This field is only available when the :guilabel:`Program Type` is set to "
|
||
":guilabel:`Discount Code`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:120
|
||
msgid ""
|
||
":guilabel:`Minimum Quantity`: Enter the minimum number of products that must"
|
||
" be purchased in order to access the reward. Set the minimum quantity to at "
|
||
"least `1` to ensure that the customer must make a purchase in order to "
|
||
"access the reward."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:123
|
||
msgid ""
|
||
":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with "
|
||
":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in "
|
||
"order to access the reward. If both a minimum quantity *and* minimum "
|
||
"purchase amount are entered, then the customer's order must meet both "
|
||
"conditions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:127
|
||
msgid ""
|
||
":guilabel:`Products`: Select the specific product(s) for which the program "
|
||
"applies. Leave this field blank to apply it to all products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:129
|
||
msgid ""
|
||
":guilabel:`Categories`: Select the category of products for which the "
|
||
"program applies. Choose :guilabel:`All` to apply it to all product "
|
||
"categories."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:131
|
||
msgid ""
|
||
":guilabel:`Product Tag:` Select a tag to apply the program to products with "
|
||
"that specific tag."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:132
|
||
msgid ""
|
||
":guilabel:`Grant`: Enter the number of points the customer earns "
|
||
":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per "
|
||
"unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` "
|
||
"programs)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid ""
|
||
"Conditional rules configuration window for a discount or loyalty program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:140
|
||
msgid ""
|
||
"Click :guilabel:`Save & Close` to save the rule and close the pop-up window,"
|
||
" or click :guilabel:`Save & New` to save the rule and immediately create a "
|
||
"new one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:144
|
||
msgid "Rewards"
|
||
msgstr "优惠及返利"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:146
|
||
msgid ""
|
||
"In the :guilabel:`Rules & Rewards` tab of the program form, click "
|
||
":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program."
|
||
" This reveals a :guilabel:`Create Rewards` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:151
|
||
msgid ""
|
||
"The options for :guilabel:`Rewards` vary depending on the selected "
|
||
":ref:`Program Type <sales/pricing_management/program-types>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:154
|
||
msgid "The following options are available for configuring rewards:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:156
|
||
msgid ""
|
||
":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free "
|
||
"Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other "
|
||
"options for reward configuration depend on the :guilabel:`Reward Type` "
|
||
"selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:160
|
||
msgid ":guilabel:`Free Product`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162
|
||
msgid ""
|
||
":guilabel:`Quantity Rewarded`: Select the number of free products rewarded "
|
||
"to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:163
|
||
msgid ""
|
||
":guilabel:`Product`: Select the product given for free as a reward. Only one"
|
||
" product can be selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:165
|
||
msgid ""
|
||
":guilabel:`Product Tag`: Select a tag to further specify the free product "
|
||
"eligible for the reward."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:168
|
||
msgid ":guilabel:`Discount`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:170
|
||
msgid ""
|
||
":guilabel:`Discount`: Enter the discounted amount in either "
|
||
":guilabel:`percentage`, :guilabel:`currency per point`, or "
|
||
":guilabel:`currency per order`. Then, select whether the discount applies to"
|
||
" the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the "
|
||
"order, or only :guilabel:`Specific Products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:179
|
||
msgid ""
|
||
":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this "
|
||
"reward may grant as a discount. Leave this field at `0` for no limit."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:177
|
||
msgid ":guilabel:`Free Shipping`:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:182
|
||
msgid ""
|
||
":guilabel:`In exchange of`: Enter the number of points required to exchange "
|
||
"for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get "
|
||
"Y` programs)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:184
|
||
msgid ""
|
||
":guilabel:`Description on order`: Enter the description of the reward, which"
|
||
" is displayed to the customer upon checkout."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||
msgid "Rewards configuration window for a discount or loyalty program."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices.rst:5
|
||
msgid "Manage your pricing"
|
||
msgstr "管理定价"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3
|
||
msgid "Foreign currencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5
|
||
msgid ""
|
||
"With Odoo, pricelists can be used to manage prices in a number of foreign "
|
||
"currencies. Specifically, Odoo has the ability to work with 167 total "
|
||
"currencies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9
|
||
msgid ""
|
||
"In order to use multiple currencies in Odoo *Sales*, the *Accounting* "
|
||
"application **must** be installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17
|
||
msgid "Settings"
|
||
msgstr "设置"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15
|
||
msgid ""
|
||
"Once the *Accounting* app has been installed, foreign currencies can be "
|
||
"added to the database. Navigate to :menuselection:`Accounting app --> "
|
||
"Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, "
|
||
"and locate the :guilabel:`Main Currency` setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid ""
|
||
"How the main currency feature appears on settings page in Odoo Accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23
|
||
msgid ""
|
||
"Odoo automatically sets the main currency as the currency of the country the"
|
||
" company is based in."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25
|
||
msgid ""
|
||
"To change the main currency of the company, select the drop-down menu in the"
|
||
" :guilabel:`Currency` field, select the desired currency, and be sure to "
|
||
":guilabel:`Save` the changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29
|
||
msgid ""
|
||
"To ensure currency rates are updated automatically, enable the *automatic "
|
||
"currency rates* feature on the *Accounting* settings page "
|
||
"(:menuselection:`Accounting app --> Configuration --> Settings --> "
|
||
"Currencies section`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37
|
||
msgid ""
|
||
"Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, "
|
||
"choose a designated bank to get the currency rates from in the "
|
||
":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`"
|
||
" of time for the updates to take place. Then determine when the date of the "
|
||
":guilabel:`Next Run` should be."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42
|
||
msgid ""
|
||
"To instantly update the currency rates, click the :guilabel:`🔁 (circular "
|
||
"arrows)` icon, located to the right of the :guilabel:`Next Run` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45
|
||
msgid ""
|
||
"When all configurations are complete, be sure to :guilabel:`Save` all "
|
||
"changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48
|
||
msgid ""
|
||
"All payment methods **must** be in the same currency as the sales journal, "
|
||
"or the company currency, if the company currency is not set. If it is not "
|
||
"the same, a :guilabel:`Validation Error` message appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53
|
||
msgid "View, edit, and add currencies"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:55
|
||
msgid ""
|
||
"To view, edit, and add currencies to the database, making them available on "
|
||
"pricelists and on the :guilabel:`Main Currency` drop-down menu, click the "
|
||
":guilabel:`Currencies` link, located beneath the :guilabel:`Currency` field "
|
||
"on the :menuselection:`Accounting app --> Settings` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:59
|
||
msgid ""
|
||
"When the :guilabel:`Currencies` link is clicked, a separate "
|
||
":guilabel:`Currencies` page is revealed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid "How the main currencies page appears in Odoo Accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:65
|
||
msgid ""
|
||
"On this page, Odoo provides a master list of 167 global currencies. Each row"
|
||
" shows the corresponding :guilabel:`Currency`, :guilabel:`Symbol`, "
|
||
":guilabel:`Name`, date of the :guilabel:`Last Update`, and "
|
||
":guilabel:`Current Rate` (compared to the default currency of the country in"
|
||
" which the company is based)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:70
|
||
msgid ""
|
||
"To the far right, there are two columns, which can be toggled on or off:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:72
|
||
msgid ""
|
||
":guilabel:`Use on eBay`: this currency can be used with the connected eBay "
|
||
"account (if applicable)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:74
|
||
msgid ""
|
||
":guilabel:`Active`: this currency is activated, which means it can be added "
|
||
"to a pricelist, or used as the main currency of the company, if desired (via"
|
||
" :menuselection:`Accounting app --> Configuration --> Settings --> "
|
||
"Currencies section`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:79
|
||
msgid ""
|
||
"By default, all the :guilabel:`Active` currency options are at the top of "
|
||
"the list."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:82
|
||
msgid ""
|
||
"It is recommended that *at least* one pricelist is created per "
|
||
":guilabel:`Active` currency. See :doc:`./pricing` to learn more about "
|
||
"pricelist configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:85
|
||
msgid ""
|
||
"To toggle options on/off, click the toggle switch in the row for the "
|
||
"corresponding column. When *on* the color of the switch is green. When "
|
||
"*off*, the color of the switch is grey."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89
|
||
msgid "Currency detail form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:91
|
||
msgid ""
|
||
"To edit any currency on the :guilabel:`Currencies` page, click the desired "
|
||
"currency to reveal the detail form for that specific currency, and proceed "
|
||
"to make any necessary changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid "How a currency detail form looks in Odoo Accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:98
|
||
msgid ""
|
||
"On the currency detail form, the relevant currency code appears in the "
|
||
":guilabel:`Currency` field. Beneath that, the name for the currency is in "
|
||
"the :guilabel:`Name` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:101
|
||
msgid ""
|
||
"Then, toggle the currency's availability with the :guilabel:`Active` toggle:"
|
||
" *on* is indicated with a green switch, and *off* is indicated with a grey "
|
||
"switch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:104
|
||
msgid ""
|
||
"On the right of the currency detail form, the appropriate "
|
||
":guilabel:`Currency Unit` (e.g. `Dollars`) and :guilabel:`Currency Subunit` "
|
||
"(e.g. `Cents`) can be found."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:107
|
||
msgid ""
|
||
"If the currency is meant to be used for eBay purposes, toggle the "
|
||
":guilabel:`Use on eBay` option to the desired activation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:110
|
||
msgid ""
|
||
"Next, under the :guilabel:`Rates` tab, the various conversion rates can be "
|
||
"viewed, added, or deleted. Each row shows the :guilabel:`Date` of that "
|
||
"specific rate, the :guilabel:`Company` to which it is connected, followed by"
|
||
" the :guilabel:`Unit per...` and :guilabel:`...per Unit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:115
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:166
|
||
msgid ""
|
||
"The *...* in each of the last two columns represents the main currency set "
|
||
"for the company. For example, if the main currency is set to `USD`, the "
|
||
"columns are titled :guilabel:`Unit per USD` and :guilabel:`USD per Unit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:119
|
||
msgid ""
|
||
"To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` "
|
||
"tab, and proceed to fill in the necessary information in the aforementioned "
|
||
"columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:123
|
||
msgid "Main currency detail form"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:125
|
||
msgid ""
|
||
"If the selected currency is the main currency of the company, a blue banner "
|
||
"appears at the top of the currency detail form with the message: "
|
||
":guilabel:`This is your company's currency.`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid "How a main currency detail form looks in Odoo Accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132
|
||
msgid ""
|
||
"All the fields are the same as a typical currency detail form, but there "
|
||
"will **not** be a :guilabel:`Rates` tab because all other currency rates are"
|
||
" based off the main currency of the company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:137
|
||
msgid "Create new currency"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:139
|
||
msgid ""
|
||
"If a desired currency isn't on the :guilabel:`Currencies` page, click the "
|
||
":guilabel:`New` button to open a blank currency template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:143
|
||
msgid ""
|
||
"The same :guilabel:`New` button is located in the upper-right corner of any "
|
||
"currency detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid "How a blank currency detail form looks in Odoo Accounting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:149
|
||
msgid ""
|
||
"On the blank currency detail form, proceed to enter the desired currency "
|
||
"code in the :guilabel:`Currency` field. Beneath that, enter the name for the"
|
||
" currency in the :guilabel:`Name` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153
|
||
msgid ""
|
||
"Then, toggle the currency's availability with the :guilabel:`Active` toggle "
|
||
"switch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:155
|
||
msgid ""
|
||
"On the right of the currency detail form, enter the appropriate "
|
||
":guilabel:`Currency Unit` (e.g. `Dollars`) and appropriate "
|
||
":guilabel:`Currency Subunit` (e.g. `Cents`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:158
|
||
msgid ""
|
||
"If the currency is meant to be used for eBay purposes, toggle the "
|
||
":guilabel:`Use on eBay` to the desired activation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:161
|
||
msgid ""
|
||
"Next, under the :guilabel:`Rates` tab, add a new rate by clicking "
|
||
":guilabel:`Add a line`. Then, proceed to confirm and adjust the "
|
||
":guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and "
|
||
":guilabel:`...per Unit` fields to ensure all the auto-populated information "
|
||
"is accurate."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:171
|
||
msgid "Currency-specific pricelists"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:173
|
||
msgid ""
|
||
"It is recommended that *at least* one pricelist is created per active "
|
||
"currency in the database. To create (or assign) a pricelist to a specific "
|
||
"currency, start by navigating to :menuselection:`Sales app --> Products --> "
|
||
"Pricelists`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:177
|
||
msgid ""
|
||
"From the :guilabel:`Pricelists` page, either select an existing pricelist to"
|
||
" edit, or click :guilabel:`New` to create a new pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:180
|
||
msgid ""
|
||
"On the pricelist detail form, for either a new or existing pricelist, adjust"
|
||
" the :guilabel:`Currency` field as desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:184
|
||
msgid ":doc:`./pricing` to learn more about pricelist configuration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:187
|
||
msgid "Auto-conversion from public price"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:189
|
||
msgid ""
|
||
"It should be noted that the public price seen on products is directly "
|
||
"related to the main currency the company has set, which is configured by "
|
||
"navigating to :menuselection:`Accounting app --> Configuration --> Settings "
|
||
"--> Currencies section --> Main Currency --> Currency drop-down menu`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:193
|
||
msgid ""
|
||
"The sales price automatically updates if the pricelist is changed to a "
|
||
"different pricelist that has a different currency than the company's main "
|
||
"currency. The change in price is directly related to the updated conversion "
|
||
"rate for that currency."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198
|
||
msgid "Set product prices"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:200
|
||
msgid ""
|
||
"In order to have product prices set in place to avoid any changes in "
|
||
"currency rates, start by navigating to :menuselection:`Sales app --> "
|
||
"Products --> Products`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:203
|
||
msgid ""
|
||
"From the :guilabel:`Products` page, select the desired product to modify. "
|
||
"Or, create a new product by clicking the :guilabel:`New` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206
|
||
msgid ""
|
||
"Then, on the product detail form, click the :guilabel:`Extra Prices` smart "
|
||
"button, located in the upper-left corner. Doing so reveals a separate "
|
||
":guilabel:`Price Rules` page, specific to that particular product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1
|
||
msgid ""
|
||
"How to set product prices based on foreign currency pricelists in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:214
|
||
msgid ""
|
||
"Click :guilabel:`New`, and select the desired pricelist from the drop-down "
|
||
"menu in the :guilabel:`Pricelist` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:217
|
||
msgid ""
|
||
"The :guilabel:`Applied On` field is auto-populated with the product, so "
|
||
"proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and"
|
||
" :guilabel:`Price` fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:221
|
||
msgid ""
|
||
"The figure in the :guilabel:`Min. Quantity` field means the "
|
||
":guilabel:`Price` being set will **only** trigger if at least that amount of"
|
||
" product is purchased."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:224
|
||
msgid ""
|
||
"If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` "
|
||
"for the set prices. Leaving those columns blank ensures the set price will "
|
||
"remain valid, regardless of the date of sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:227
|
||
msgid ""
|
||
"If working in a multi-company environment, designate to which company this "
|
||
"price rule should be applied in the :guilabel:`Company` field. Leaving that "
|
||
"field blank ensures the price rule applies to all companies in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:231
|
||
msgid ""
|
||
"With those configurations complete, regardless of any changes/updates in "
|
||
"conversion, whenever those designated pricelists are applied to a customer "
|
||
"trying to purchase this specific product, these pre-determined set prices "
|
||
"appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:236
|
||
msgid ":doc:`./pricing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3
|
||
msgid "Pricelists, discounts, and formulas"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5
|
||
msgid ""
|
||
"Odoo *Sales* has a useful pricelist feature that can be tailored to fit any "
|
||
"unique pricing strategy."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:7
|
||
msgid ""
|
||
"A *pricelist* is a list of prices (or price rules) that Odoo uses to "
|
||
"determine the appropriate price for a customer. These pricelists can be set "
|
||
"with specific criteria (such as time periods, minimum quantity sold, and "
|
||
"more) in order to apply certain prices or discounts."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:11
|
||
msgid ""
|
||
"Pricelists suggest certain prices, but they can always be overridden on the "
|
||
"sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14
|
||
msgid "Pricing strategy options"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:16
|
||
msgid ""
|
||
"To choose a pricing strategy, first navigate to :menuselection:`Sales app "
|
||
"--> Configuration --> Settings`. In the :guilabel:`Pricing` section, click "
|
||
"the checkbox next to the :guilabel:`Pricelists` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20
|
||
msgid ""
|
||
"Doing so reveals two additional options beneath it: :guilabel:`Multiple "
|
||
"prices per product` and :guilabel:`Advanced price rules (discounts, "
|
||
"formulas)`. A link labeled :guilabel:`Pricelists` also appears, which leads "
|
||
"to a separate pricelists page, wherein pricelists can be created and/or "
|
||
"modified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25
|
||
msgid ""
|
||
":guilabel:`Multiple prices per product`: provides the option to set several "
|
||
"different prices per product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27
|
||
msgid ""
|
||
":guilabel:`Advanced price rules (discounts, formulas)`: provides the option "
|
||
"to create detailed price rules and apply discounts, margins, and roundings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the pricelist feature setting looks in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34
|
||
msgid ""
|
||
"After clicking the checkbox beside the :guilabel:`Pricelists` feature, "
|
||
"select one of those two options, then click :guilabel:`Save` to save all "
|
||
"changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40
|
||
msgid ""
|
||
"After activating and saving the :guilabel:`Pricelists` feature, the "
|
||
":guilabel:`Settings` page reloads and, from here, either select the "
|
||
":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on "
|
||
"the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->"
|
||
" Products --> Pricelists`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:328
|
||
msgid ""
|
||
"Either option reveals the :guilabel:`Pricelists` page, in which pricelists "
|
||
"can be created and/or modified at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the pricelists page looks in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:267
|
||
msgid ""
|
||
"The :guilabel:`Public Pricelist` is the default pricelist used with Odoo "
|
||
"*Sales* and *eCommerce*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:55
|
||
msgid ""
|
||
"From the :guilabel:`Pricelists` page, either select the desired pricelist to"
|
||
" edit, or click :guilabel:`New` to create a new pricelist, which reveals a "
|
||
"blank pricelist form that can be configured in a number of different ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the pricelist detail form looks in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63
|
||
msgid ""
|
||
"When creating a new pricelist, start by adding a name for the pricelist at "
|
||
"the top of the form, in the blank field. Next, select which "
|
||
":guilabel:`Currency` should be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:66
|
||
msgid ""
|
||
"Then, if working in a multi-company environment, select which company this "
|
||
"pricelist should apply to in the :guilabel:`Company` field. If this field is"
|
||
" left blank, the pricelist is automatically applied to all companies in the "
|
||
"database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71
|
||
msgid "Price rules tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:73
|
||
msgid ""
|
||
"The :guilabel:`Price Rules` tab functionality on a pricelist form varies "
|
||
"depending on the :guilabel:`Pricelists` setting chosen: either "
|
||
":guilabel:`Multiple prices per product` or :guilabel:`Advanced price rules "
|
||
"(discounts, formulas)`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77
|
||
msgid ""
|
||
"However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` "
|
||
"tab are always the same, regardless of the chosen :guilabel:`Pricelists` "
|
||
"setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81
|
||
msgid "Price rules tab (multiple prices per product)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83
|
||
msgid ""
|
||
"With the :guilabel:`Multiple prices per product` setting activated, the "
|
||
":guilabel:`Price Rules` tab on pricelist forms provides the option to add "
|
||
"specific products, with a specific price, to a pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:87
|
||
msgid ""
|
||
"To add a specific product and price to a pricelist form, click the "
|
||
":guilabel:`Price Rules` tab, then click :guilabel:`Add a line` in the "
|
||
":guilabel:`Products` column. Then, select the desired product for which a "
|
||
"specific price should be applied."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:91
|
||
msgid ""
|
||
"Next, if necessary, select a product variant under the :guilabel:`Variants` "
|
||
"column (e.g. a specific product size, color, etc.). If no variants are "
|
||
"selected, then this price will apply to all variants of the product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:95
|
||
msgid ""
|
||
"If a minimum amount of the product must be purchased in order to apply the "
|
||
"specific price, enter the amount under the :guilabel:`Min. Quantity` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:98
|
||
msgid ""
|
||
"To configure the price of the product for this specific pricelist, enter the"
|
||
" desired amount under the :guilabel:`Price` column. Then, there is the "
|
||
"option to add a :guilabel:`Start Date` and :guilabel:`End Date` to the "
|
||
"configured product price, if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:102
|
||
msgid ""
|
||
"To add another product line, click :guilabel:`Add a line` again, and repeat "
|
||
"the process. There is no limit to how many products can be added in the "
|
||
":guilabel:`Price Rules` tab of a pricelist form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105
|
||
msgid ""
|
||
"For more information, check out the following section: :ref:`Multiple prices"
|
||
" per product <sales/multiple-prices-per-product>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:109
|
||
msgid "Price rules tab (advanced price rules)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:111
|
||
msgid ""
|
||
"With the :guilabel:`Advanced price rules (discounts, formulas)` setting "
|
||
"activated, the :guilabel:`Price Rules` tab on pricelist forms provides the "
|
||
"option to configure detailed price rules based on formulas."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115
|
||
msgid ""
|
||
"Check out the :ref:`Advanced price rules (discounts, formulas) "
|
||
"<sales/advanced-price-rules>` section for detailed steps on how to add "
|
||
"advanced price rules to a pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119
|
||
msgid "Time-based rules tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:121
|
||
msgid ""
|
||
"Time-based rules are used specifically with :doc:`subscription products "
|
||
"</applications/sales/subscriptions/products>`. Be sure to check out the Odoo"
|
||
" *Subscriptions* :doc:`documentation </applications/sales/subscriptions>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:125
|
||
msgid ""
|
||
"Under the :guilabel:`Time-based rules` tab, the same functionality of the "
|
||
":guilabel:`Price Rules` tab is present, with the only difference being that "
|
||
"a repeating time period can be applied in the :guilabel:`Period` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:129
|
||
msgid ""
|
||
"After a :guilabel:`Product` and potential :guilabel:`Variant` are selected "
|
||
"in the :guilabel:`Time-based rules` tab, select the blank field in the "
|
||
":guilabel:`Period` column to reveal a drop-down menu of pre-designated "
|
||
"recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133
|
||
msgid ""
|
||
"New recurrence periods can also be directly created from this column, by "
|
||
"typing in the new name for the :guilabel:`Period` and then selecting "
|
||
":guilabel:`Create` to create the time period, which can be edited later. Or,"
|
||
" select :guilabel:`Create and edit...` to reveal a pop-up form, in which the"
|
||
" new recurrence period can be directly configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "Custom time period pop-up form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:142
|
||
msgid ""
|
||
"From this :guilabel:`Create Period` pop-up form, add a :guilabel:`Name`, "
|
||
":guilabel:`Duration`, then a :guilabel:`Unit` (e.g. `Days`, `Weeks`, etc.). "
|
||
"When finished, click :guilabel:`Save and Close`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145
|
||
msgid ""
|
||
"Lastly, add the desired price for this time-based rule in the "
|
||
":guilabel:`Price` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148
|
||
msgid ":doc:`/applications/sales/subscriptions`"
|
||
msgstr ":doc:`/applications/sales/subscriptions`"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:151
|
||
msgid "Configuration tab"
|
||
msgstr "配置选项卡"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153
|
||
msgid ""
|
||
"Under the :guilabel:`Configuration` tab, there are a few options that can "
|
||
"further customize the pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "Configuration tab on pricelist detail form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160
|
||
msgid ""
|
||
"From here, under the :guilabel:`Availability` section, in the "
|
||
":guilabel:`Country Groups` field, certain country groups can be added to the"
|
||
" pricelist. There is no limit to how many country groups can be added in "
|
||
"this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:165
|
||
msgid ""
|
||
"If no country is set for a customer, Odoo takes the first pricelist without "
|
||
"any country group."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:167
|
||
msgid ""
|
||
"Under the :guilabel:`Website` section, there are a few options that can be "
|
||
"configured. In the :guilabel:`Website` field, this pricelist can be applied "
|
||
"to a specific website, if working in a multi-website environment. If left "
|
||
"blank, the pricelist will be applied to all websites in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:172
|
||
msgid ""
|
||
"Click the :guilabel:`Selectable` checkbox to have this pricelist as a "
|
||
"selectable option for customers to choose as they shop. If the "
|
||
":guilabel:`Selectable` box is left unchecked, customers **cannot** select "
|
||
"this pricelist for themselves as they shop."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:176
|
||
msgid ""
|
||
"Lastly, there is the option to add an :guilabel:`E-commerce Promotional "
|
||
"Code`. To add a code, type in the desired promo code that, when entered "
|
||
"during the checkout process, applies the pricelist to the customer, even if "
|
||
"the customer does not fall into the previously-specified criteria."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:181
|
||
msgid "Show discount percentage to customers"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183
|
||
msgid ""
|
||
"With Odoo *Sales*, the option to show the public price *and* the computed "
|
||
"discount percentage on the product catalog is available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:186
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`Sales app --> Configuration --> "
|
||
"Settings`, and in the :guilabel:`Pricing` section, click the checkbox next "
|
||
"to the :guilabel:`Discounts` feature, and then click :guilabel:`Save` to "
|
||
"save all changes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:190
|
||
msgid ""
|
||
"After activating the :guilabel:`Discounts` feature, navigate to the "
|
||
"pricelists page, either by clicking the :guilabel:`Pricelists` link from the"
|
||
" :guilabel:`Settings` page, or by going to :menuselection:`Sales app --> "
|
||
"Products --> Pricelists`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194
|
||
msgid ""
|
||
"On the :guilabel:`Pricelists` page, select the desired pricelist to edit. On"
|
||
" the pricelist form, click into the :guilabel:`Configuration` tab. In the "
|
||
":guilabel:`Configuration` tab, at the bottom, a :guilabel:`Discounts` "
|
||
"section is now available."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid ""
|
||
"What the discount options are on the configuration tab of a pricelist in "
|
||
"Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202
|
||
msgid "The options available in this section are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204
|
||
msgid ""
|
||
":guilabel:`Discount included in the price`: shows the customer only the "
|
||
"final price with the discount already included."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:206
|
||
msgid ""
|
||
":guilabel:`Show public price & discount to the customer`: shows the customer"
|
||
" the public price *and* the discount they're earning."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:210
|
||
msgid "Customer pricelist application"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:212
|
||
msgid ""
|
||
"While the default pricelist applied to any customer is the :guilabel:`Public"
|
||
" Pricelist`, Odoo provides the opportunity to directly apply a different "
|
||
"pricelist to customers on their contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215
|
||
msgid ""
|
||
"To do that, open the desired customer's contact form, either by navigating "
|
||
"to :menuselection:`Sales app --> Orders --> Customers` and selecting the "
|
||
"customer from the main :guilabel:`Customers` page, or by clicking on the "
|
||
"customer's name on a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "Sample customer detail form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223
|
||
msgid ""
|
||
"On the desired customer's contact form, under the :guilabel:`Sales & "
|
||
"Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist "
|
||
"should be applied to this specific customer from the drop-down menu in the "
|
||
":guilabel:`Pricelist` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "The pricelist field in a customer detail form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:236
|
||
msgid ""
|
||
"To apply several prices per individual product, select the "
|
||
":guilabel:`Multiple prices per product` option, after enabling the "
|
||
":guilabel:`Pricelists` feature on the *Sales* app setting page "
|
||
"(:menuselection:`Sales app --> Configuration --> Settings`), and click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240
|
||
msgid ""
|
||
"Next, apply pricelists to specific products using the product form. Navigate"
|
||
" to the :menuselection:`Sales app --> Products --> Products` and select the "
|
||
"product for which multiple prices should be applied. Selecting a product "
|
||
"from the :guilabel:`Products` page reveals that specific product's product "
|
||
"form on a separate page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:245
|
||
msgid ""
|
||
"On the product form, click the :guilabel:`Extra Prices` smart button, "
|
||
"located at the top of the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the extra prices smart button appears in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252
|
||
msgid ""
|
||
"Doing so reveals a separate page displaying the :guilabel:`Price Rules` that"
|
||
" are specific to that particular product. Here, price rules can be edited or"
|
||
" created at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the extra price rules per product page appears in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:259
|
||
msgid ""
|
||
"To create a new price rule for a product from this specific :guilabel:`Price"
|
||
" Rules` page, click :guilabel:`New` to add a new, customizable row that has "
|
||
"the desired product already populated in the :guilabel:`Applied On` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:263
|
||
msgid ""
|
||
"Next, select which :guilabel:`Pricelist` this specific product price rule "
|
||
"should apply to, via the drop-down menu in the :guilabel:`Pricelist` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:270
|
||
msgid ""
|
||
"To create a new pricelist from this page, type in the desired name of the "
|
||
"new pricelist in the :guilabel:`Pricelist` column, then select "
|
||
":guilabel:`Create` from the drop-down menu. All pricelists can be modified "
|
||
"at any time, by navigating to :menuselection:`Sales app --> Products --> "
|
||
"Pricelists`. Pricelists can also be created on that specific "
|
||
":guilabel:`Pricelists` page, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:276
|
||
msgid ""
|
||
"After the desired pricelist is added to the row, designate a :guilabel:`Min."
|
||
" Quantity` for the price rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:280
|
||
msgid ""
|
||
"If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the "
|
||
":guilabel:`Price` column will be applied to orders of 2 or more products. "
|
||
"So, in theory, if a single product costs $100, customers can be encouraged "
|
||
"to buy more, if the :guilabel:`Price` is set at $85 per product for a "
|
||
":guilabel:`Min. Quantity` of `2` products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:285
|
||
msgid ""
|
||
"Next, enter the desired amount in the :guilabel:`Price` column. Then, if "
|
||
"needed, enter a :guilabel:`Start Date` and :guilabel:`End Date` for the "
|
||
"product's price rule."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288
|
||
msgid ""
|
||
"And lastly, if working in a multi-company environment, select which company "
|
||
"this price rule should be applied to in the :guilabel:`Company` field. "
|
||
"Leaving this field blank means the price rule applies for all companies in "
|
||
"the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:292
|
||
msgid ""
|
||
"Click away from the row to activate Odoo's auto-save capability, meaning "
|
||
"that newly-created price rule is now ready to be used."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:295
|
||
msgid ""
|
||
"Proceed to add as many unique price rules per product as desired. There is "
|
||
"no limit to how many price rules can be added per product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:298
|
||
msgid ""
|
||
"With the price rule(s) in place for a specific product, customers who fall "
|
||
"into those corresponding pricelists automatically see those new prices "
|
||
"applied. The number of price rules applied to a particular product are also "
|
||
"displayed in the :guilabel:`Extra Prices` smart button, located on every "
|
||
"product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304
|
||
msgid ""
|
||
"When a price rule/pricelist is added to a product via the :guilabel:`Extra "
|
||
"Prices` smart button, it is also reflected on the pricelist itself. "
|
||
"Similarly, when a price rule for a specific product is added to a pricelist,"
|
||
" it is also reflected on the product form via the :guilabel:`Extra Prices` "
|
||
"smart button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:314
|
||
msgid ""
|
||
"The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature"
|
||
" provides the option to set price change rules based on discounts and "
|
||
"formulas. These changes can be relative to the product list/catalog price, "
|
||
"the product's cost, or another pricelist."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:318
|
||
msgid ""
|
||
"To use advanced pricing rules, with discounts and formulas, select the "
|
||
":guilabel:`Advanced price rules (discounts, formulas)` option, after "
|
||
"enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page "
|
||
"(:menuselection:`Sales app --> Configuration --> Settings`), and click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323
|
||
msgid ""
|
||
"After activating and saving that :guilabel:`Pricelists` feature, the "
|
||
":guilabel:`Settings` page reloads and, from here, either select the "
|
||
":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on "
|
||
"the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->"
|
||
" Products --> Pricelists`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331
|
||
msgid ""
|
||
"From the :guilabel:`Pricelists` page, select a desired pricelist to modify, "
|
||
"or create a new pricelist by clicking the :guilabel:`New` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334
|
||
msgid ""
|
||
"On the pricelist form, under the :guilabel:`Price Rules` tab, click "
|
||
":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a "
|
||
":guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule "
|
||
"is configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343
|
||
msgid "Price computation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345
|
||
msgid ""
|
||
"On this form, first choose one of the three :guilabel:`Computation` options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:347
|
||
msgid ""
|
||
":guilabel:`Fixed Price`: the price computation is based on a fixed price."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:348
|
||
msgid ":guilabel:`Discount`: the price computation is based on a discount."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349
|
||
msgid ":guilabel:`Formula`: the price computation is based on a formula."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352
|
||
msgid ""
|
||
"Each :guilabel:`Computation` option reveals its own computation-specific "
|
||
"fields on the form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354
|
||
msgid ""
|
||
"If :guilabel:`Fixed Price` is selected, enter the desired price in the "
|
||
":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, "
|
||
"enter the desired discount percentage in the :guilabel:`Discount` field that"
|
||
" appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358
|
||
msgid ""
|
||
"If :guilabel:`Formula` is selected, a number of configurable options appear."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1
|
||
msgid "The various formula computation options present in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:364
|
||
msgid ""
|
||
"To configure the :guilabel:`Formula` computation option, start by selecting "
|
||
"an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, "
|
||
":guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the "
|
||
"advanced price rule formula will be based on."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:368
|
||
msgid ""
|
||
"Next, in the :guilabel:`Discount` field, determine how much of a discount "
|
||
"should be applied. It should be noted that a mark-up can be applied by "
|
||
"setting a negative discount in this field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:372
|
||
msgid ""
|
||
"To formulate a 100% markup (or 2 times the cost of the product), with a $5 "
|
||
"minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the "
|
||
":guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is "
|
||
"often seen in retail situations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
|
||
msgid ""
|
||
"How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo"
|
||
" Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:380
|
||
msgid ""
|
||
"Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or "
|
||
"subtract) to the amount calculated with the discount. After that, enter a "
|
||
"desired figure in the :guilabel:`Rounding Method` field. The rounding method"
|
||
" sets the price so that it is a multiple of the value in the field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385
|
||
msgid "Rounding is applied *after* the discount and *before* the surcharge."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388
|
||
msgid ""
|
||
"To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`"
|
||
" and the :guilabel:`Extra Fee` to `-0.01`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:391
|
||
msgid ""
|
||
"Lastly, specify the minimum amount of margin over the base price in the "
|
||
":guilabel:`Margins` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:393
|
||
msgid ""
|
||
"Once all formula-related configurations are complete, Odoo provides an "
|
||
"example of the formula in a blue block to the right of the configurations."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397
|
||
msgid ""
|
||
"To apply 20% discounts, with prices rounded up to 9.99, set the "
|
||
":guilabel:`Based on` field to :guilabel:`Sales Price`, the "
|
||
":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to "
|
||
"`-0.01`, and the :guilabel:`Rounding Method` field to `10`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0
|
||
msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406
|
||
msgid "Conditions"
|
||
msgstr "条件"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:408
|
||
msgid ""
|
||
"At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the "
|
||
":guilabel:`Conditions` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411
|
||
msgid ""
|
||
"Here, start by selecting one of the options in the :guilabel:`Apply On` "
|
||
"field:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:413
|
||
msgid ""
|
||
":guilabel:`All Products`: the advanced pricelist rule will be applied to all"
|
||
" products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:414
|
||
msgid ""
|
||
":guilabel:`Product Category`: the advanced pricelist rule will be applied to"
|
||
" a specific category of products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416
|
||
msgid ""
|
||
":guilabel:`Product`: the advanced pricelist rule will be applied to a "
|
||
"specific product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417
|
||
msgid ""
|
||
":guilabel:`Product Variant`: the advanced pricelist rule will be applied to "
|
||
"a specific product variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420
|
||
msgid ""
|
||
"If any of those options, apart from :guilabel:`All Products`, are selected, "
|
||
"a new option-specific field appears, in which the specific "
|
||
":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product "
|
||
"Variant` must be chosen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:424
|
||
msgid ""
|
||
"Then, select a minimum quantity to be applied to the advanced pricelist rule"
|
||
" in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for"
|
||
" the pricelist item validation in the :guilabel:`Validity` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:428
|
||
msgid ""
|
||
"Once all configurations are complete, either click :guilabel:`Save & Close` "
|
||
"to save the advanced pricelist rule, or click :guilabel:`Save & New` to "
|
||
"immediately create another advanced pricelist rule on a fresh form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433
|
||
msgid ""
|
||
"If a price rule is set for a particular product, and another one for its "
|
||
"product category, Odoo takes the rule of the product itself."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437
|
||
msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`"
|
||
msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438
|
||
msgid ""
|
||
":doc:`/applications/websites/ecommerce/managing_products/price_management`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products.rst:5
|
||
msgid "Manage your products"
|
||
msgstr "管理您的产品"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:3
|
||
msgid "How to import Products with Categories and Variants"
|
||
msgstr "如何导入具有类别和变体的产品"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:5
|
||
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 spreadsheet software (Microsoft Office, OpenOffice, Google Drive, "
|
||
"etc.)."
|
||
msgstr ""
|
||
"要导入的最常见数据（联系人、产品、银行对账单等）的 **入工具 **提供了导入模板。您可以使用任何电子表格软件（Microsoft "
|
||
"Office、OpenOffice、Google Drive等）打开它们。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:11
|
||
msgid "How to customize the file"
|
||
msgstr "如何自定义文件"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:13
|
||
msgid ""
|
||
"Remove columns you don't need. However, we advise you to not remove the *ID*"
|
||
" column (see why below)."
|
||
msgstr "删除不需要的列。但是，我们建议您不要删除*ID*列（请参阅下面的原因）。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:15
|
||
msgid ""
|
||
"Set a unique ID to every single record by dragging down the ID sequencing."
|
||
msgstr "向下拖动ID顺序，为每个记录设置唯一的ID。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:16
|
||
msgid ""
|
||
"Don't change the labels of columns you want to import. Otherwise, Odoo won't"
|
||
" recognize them anymore, and you will have to map them on your own in the "
|
||
"import screen."
|
||
msgstr "不要更改要导入的列的标签。否则，奥多将无法再识别它们，您必须在导入屏幕中自己映射它们。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:18
|
||
msgid ""
|
||
"Feel free to add new columns, but the fields need to exist in Odoo. If Odoo "
|
||
"fails in matching the column name with a field, you can match it manually "
|
||
"when importing by browsing a list of available fields."
|
||
msgstr "可以随意添加新列，但字段需要存在于Odoo中。如果Odoo无法将列名与字段匹配，则可以在导入时通过浏览可用字段列表手动进行匹配。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:24
|
||
msgid "Why an “ID” column?"
|
||
msgstr "为什么是“ID”列？"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:26
|
||
msgid ""
|
||
"The ID is a truly unique identifier for the line item. Feel free to use one "
|
||
"from your previous software to ease the transition into Odoo."
|
||
msgstr "ID是行项目的真正唯一标识符。您可以随意使用以前软件中的一款，以轻松过渡到Odoo。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:29
|
||
msgid ""
|
||
"Setting an ID is not mandatory when importing, but it helps in many cases:"
|
||
msgstr "导入时设置ID不是强制性的，但在许多情况下会有所帮助："
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:31
|
||
msgid ""
|
||
"Update imports: you can import the same file several times without creating "
|
||
"duplicates."
|
||
msgstr "更新导入：可以多次导入同一文件，而不创建重复文件。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:32
|
||
msgid "Import relation fields (see here below)."
|
||
msgstr "导入关系字段（见下文）"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:35
|
||
msgid "How to import relation fields"
|
||
msgstr "如何导入关系字段"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:37
|
||
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 ""
|
||
"Odoo对象始终与许多其他对象相关（例如，产品与产品类别、属性、供应商等相关联）。要导入这些关系，您需要首先从相关对象的列表菜单导入相关对象的记录。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/import.rst:41
|
||
msgid ""
|
||
"You can do this using 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 ""
|
||
"您可以使用相关记录的名称或其ID来执行此操作。当两个记录具有相同名称时，需要ID。在这种情况下，在列标题的末尾添加“/ID”（例如，对于产品属性：产品属性/属性/ID）。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3
|
||
msgid "Automatically get product images with Google Images"
|
||
msgstr "使用谷歌图片自动获取产品图片"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5
|
||
msgid ""
|
||
"The product images are very useful in Odoo, for example, to quickly find a "
|
||
"product or check if you scanned the right one, but it can be a bit painful "
|
||
"to set up especially if you have a lot of products. **Google Custom Search**"
|
||
" allows finding images automatically for your product, based on their "
|
||
"barcode, keeping your focus on what matters in your business."
|
||
msgstr ""
|
||
"产品图像在Odoo中非常有用，例如，可以快速找到产品或检查您是否扫描了正确的产品，但设置起来可能有点痛苦，尤其是当您有很多产品时 **歌自定义搜索 "
|
||
"**许根据产品的条形码自动查找产品的图像，让您专注于业务中的重要内容。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15
|
||
msgid "This functionnality requires configuration both on Google and on Odoo."
|
||
msgstr "这种功能性需要在Google和Odoo上进行配置。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17
|
||
msgid ""
|
||
"With a free Google account, you can get up to 100 free images per day. If "
|
||
"you need a higher rate, you'll have to upgrade to a billing account."
|
||
msgstr "有了免费的谷歌帐号，你每天可以获得多达100张免费图片。如果你需要更高的费率，你必须升级到计费帐户。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23
|
||
msgid "Google API dashboard"
|
||
msgstr "谷歌API仪表板"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25
|
||
msgid ""
|
||
"Go to the `Google Cloud Platform API & Services "
|
||
"<https://console.developers.google.com/>`_ page to generate Google Custom "
|
||
"Search API credentials. Log in with your Google account."
|
||
msgstr ""
|
||
"转到`谷歌云平台API和服务<https://console.developers.google.com/>`_页面生成谷歌自定义搜索API凭据。用你的谷歌帐号登录。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28
|
||
msgid ""
|
||
"Select or create an API project to store the credentials. Give it an "
|
||
"explicit name (e.g. Odoo Images)."
|
||
msgstr "选择或创建API项目以存储凭据。给它一个明确的名称（例如，Odoo Images）。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31
|
||
msgid ""
|
||
"In the credentials section, click on **Create Credentials** and select **API"
|
||
" Keys**."
|
||
msgstr "在凭证部分，单击 **建凭** ，然后选** API密** 。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "API & Services page on Google Cloud Platform"
|
||
msgstr "谷歌云平台的API和服务页面"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37
|
||
msgid "Save your **API Key**. You'll need it for the next step in Odoo!"
|
||
msgstr "保存**API密钥**。在Odoo的下一步中，你需要它！"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39
|
||
msgid ""
|
||
"Use the search bar to look for **Google Custom Search API** and select it."
|
||
msgstr "使用搜索栏查找 **歌自定义搜索API**，然后选择它。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform"
|
||
msgstr "谷歌云平台中包含“自定义搜索API”的搜索栏"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45
|
||
msgid "Enable the API."
|
||
msgstr "启用API接口。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"\"Custom Search API\" tile with Enable button highlighted on Google Cloud "
|
||
"Platform"
|
||
msgstr "谷歌云平台上突出显示启用按钮的“自定义搜索API”分区"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54
|
||
msgid "Google Programmable Search dashboard"
|
||
msgstr "谷歌可编程搜索仪表板"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56
|
||
msgid ""
|
||
"Go to `Google Programmable Search Engine "
|
||
"<https://programmablesearchengine.google.com/>`_ and click on **Get "
|
||
"Started**. Log in with your Google account."
|
||
msgstr ""
|
||
"转到`谷歌可编程搜索引擎<https://programmablesearchengine.google.com/>`_然后单击 **** "
|
||
"。用你的谷歌帐号登录。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0
|
||
msgid ""
|
||
"Google Programmable Search Engine page with the **Get Started** button on the up-right\n"
|
||
"of the page"
|
||
msgstr ""
|
||
"谷歌可编程搜索引擎页面，右上角有**快速入门**\n"
|
||
"按钮"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64
|
||
msgid ""
|
||
"Fill the language and the name of the search engine. Give it an explicit "
|
||
"name (e.g. Odoo Images)."
|
||
msgstr "填写搜索引擎的语言和名称。给它一个明确的名称（例如，Odoo Images）。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68
|
||
msgid ""
|
||
"Google doesn't allow to create a search engine without having entered at "
|
||
"least one specific site to search on. You can put any website (e.g. "
|
||
"www.google.com) for this step, we will remove it later."
|
||
msgstr ""
|
||
"谷歌不允许在没有输入至少一个特定网站进行搜索的情况下创建搜索引擎。你可以将任何网站（例如www.Google.com）放在这一步中，我们稍后将删除它。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72
|
||
msgid ""
|
||
"Validate the form by clicking on **Create**. Then, go to the edition mode of"
|
||
" the search engine that you created (either by clicking on **Control Panel**"
|
||
" on the confirmation page or by clicking on the name of your Search Engine "
|
||
"on the Home page)."
|
||
msgstr "通过单击 **建 **证表单。然后，进入您创建的搜索引擎的编辑模式（单击确认页面上** 控制面** ，或单击主页上的搜索引擎名称）。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76
|
||
msgid ""
|
||
"In the **basics** tab, make sure to enable **Image search**, **SafeSearch** "
|
||
"and **Search the entire web**."
|
||
msgstr "在 **础 **项卡中，确保启用 **像搜** 、 **全搜索 ** **索整个网** 。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80
|
||
msgid ""
|
||
"Once **Search the entire web** is enabled, you can safely delete the site "
|
||
"that you put at the previous step."
|
||
msgstr "启用 **索整个网站 **，您可以安全删除在上一步放置的网站。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83
|
||
msgid ""
|
||
"Save your **Search Engine Id**. You’ll need it for the next step in Odoo!"
|
||
msgstr "保存您的 **索引擎Id**。在Odoo的下一步中，你需要它！"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88
|
||
msgid "Odoo"
|
||
msgstr "Odoo"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90
|
||
msgid ""
|
||
"Go to :menuselection:`Settings --> General Settings --> Integrations`, "
|
||
"activate **Google Images** and save."
|
||
msgstr "转到：菜单选择：`设置-->常规设置-->集成`，激活 **歌图** ，然后保存。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93
|
||
msgid ""
|
||
"Go back to :menuselection:`Settings --> General Settings--> Integrations`, "
|
||
"enter your **API Key** and **Search Engine ID** in **Google Images** "
|
||
"settings and save again."
|
||
msgstr "返回：菜单选择：`设置-->常规设置-->集成`，在 **歌图像 **置中输** API键 ** **索引擎ID**，然后再次保存。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99
|
||
msgid "Automatically get your product images in Odoo"
|
||
msgstr "在Odoo中自动获取产品图像"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101
|
||
msgid ""
|
||
"The action to automatically get your product images in Odoo appears in any "
|
||
"Products or Product Variants list view. Here is a step-by-step guide from "
|
||
"the Inventory app."
|
||
msgstr "在任何产品或产品变体列表视图中都会显示在Odoo中自动获取产品图像的操作。以下是库存应用程序的分步指南。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104
|
||
msgid ""
|
||
"Go to the Products menu (:menuselection:`Products --> Products` or "
|
||
":menuselection:`Products --> Product Variants`) from any application that "
|
||
"uses products like Inventory or Sales."
|
||
msgstr ""
|
||
"从任何使用产品（如库存或销售）的应用程序转到产品菜单（：菜单选择:`Products—>Products`或：菜单选择:`Products—>Product"
|
||
" Variants`）。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107
|
||
msgid "On the list view, select the products that needs an image."
|
||
msgstr "在列表视图中，选择需要图像的产品。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110
|
||
msgid ""
|
||
"Only the 10,000 first selected products or product variants will be "
|
||
"processed."
|
||
msgstr "仅处理10000个首批选定的产品或产品变体。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113
|
||
msgid ""
|
||
"Only the products or product variants with a barcode and without an image "
|
||
"will be processed."
|
||
msgstr "只有带有条形码且没有图像的产品或产品变体才会被处理。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114
|
||
msgid ""
|
||
"If you select a product that has one or more variants from the Products "
|
||
"view, each variant matching the previous criteria will be processed."
|
||
msgstr "如果从“产品”视图中选择具有一个或多个变体的产品，则将处理与先前标准匹配的每个变体。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117
|
||
msgid ""
|
||
"In the action menu, select **Get Pictures from Google Images** and validate "
|
||
"by clicking on **Get picture**."
|
||
msgstr "在操作菜单中，选择 **谷歌图片中获取图** ，然后单击 **取图片 **行验证。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120
|
||
msgid "You should see your images appearing incrementally."
|
||
msgstr "您应该看到图像以增量方式显示。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123
|
||
msgid ""
|
||
"Only the 10 first images are fetched immediatly. If you selected more than "
|
||
"10, the rest will be fetched as a background job."
|
||
msgstr "仅立即获取前10幅图像。如果您选择了10个以上，其余的将作为后台作业获取。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125
|
||
msgid ""
|
||
"The background job process about 100 images in a minute. If you reach the "
|
||
"quota authorized by Google (either with a free or a paid plan), the "
|
||
"background job will put itself on hold for 24 hours and continue where it "
|
||
"stopped the day before."
|
||
msgstr "后台作业在一分钟内处理大约100幅图像。如果你达到谷歌授权的配额（无论是免费还是有偿），后台工作将暂停24小时，并在前一天停止的地方继续。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130
|
||
msgid ""
|
||
"`Create, modify, or close your Google Cloud Billing account "
|
||
"<https://cloud.google.com/billing/docs/how-to/manage-billing-account>`_"
|
||
msgstr ""
|
||
"`创建、修改或关闭您的谷歌云计费帐户<https://cloud.google.com/billing/docs/how-to/manage-"
|
||
"billing-account>`_"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:3
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:174
|
||
msgid "Product variants"
|
||
msgstr "产品变体"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:5
|
||
msgid ""
|
||
"Product variants are used to give single products a variety of different "
|
||
"characteristics and options for customers to choose from, such as size, "
|
||
"style, or color, just to name a few."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:8
|
||
msgid ""
|
||
"Products variants can be managed via their individual product template, or "
|
||
"by navigating to either the :guilabel:`Product Variants` or "
|
||
":guilabel:`Attributes` page. All of these options are located within the "
|
||
"Odoo *Sales* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:13
|
||
msgid ""
|
||
"An apparel company has the following variant breakdown for one their best-"
|
||
"selling t-shirts:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:15
|
||
msgid "Unisex Classic Tee"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:17
|
||
msgid "Color: Blue, Red, White, Black"
|
||
msgstr "颜色：蓝色、红色、白色、黑色"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:18
|
||
msgid "Size: S, M, L, XL, XXL"
|
||
msgstr "尺寸 : S, M, L, XL, XXL"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:20
|
||
msgid ""
|
||
"Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a"
|
||
" specific product variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:23
|
||
msgid ""
|
||
"**Color** and **Size** are *attributes*, and the corresponding options (like"
|
||
" **Blue** and **S**) are *values*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:26
|
||
msgid ""
|
||
"In this instance, there is a total of twenty different product variants: "
|
||
"four **Color** options multiplied by five **Size** options. Each variant has"
|
||
" its own inventory count, sales totals, and other similar records in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:31
|
||
msgid ":doc:`/applications/websites/ecommerce/managing_products/variants`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:36
|
||
msgid ""
|
||
"To use product variants, the *Variants* setting **must** be activated in the"
|
||
" Odoo *Sales* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:39
|
||
msgid ""
|
||
"To do that, go to :menuselection:`Sales app --> Configuration --> Settings`,"
|
||
" and locate the :guilabel:`Product Catalog` section at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:42
|
||
msgid ""
|
||
"In that section, check the box to enable the :guilabel:`Variants` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"Activating product variants on the Settings page of the Odoo Sales "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:48
|
||
msgid ""
|
||
"Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:51
|
||
msgid "Attributes"
|
||
msgstr "属性"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:53
|
||
msgid ""
|
||
"Before product variants can be set up, attributes **must** be created. To "
|
||
"create, manage, and modify attributes, navigate to :menuselection:`Sales app"
|
||
" --> Configuration --> Attributes`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:57
|
||
msgid ""
|
||
"The order of attributes on the :guilabel:`Attributes` page dictates how they"
|
||
" appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` "
|
||
"dashboard, and :guilabel:`eCommerce` pages."
|
||
msgstr ""
|
||
"：guilabel：`属性`页面中的属性顺序决定了属性在：guillabel：`产品配置器`、：guilibel：`销售点`仪表板和：guilbel：`电子商务`页面中的显示方式。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:61
|
||
msgid ""
|
||
"To create a new attribute from the :guilabel:`Attributes` page, click "
|
||
":guilabel:`New`. Doing so reveals a blank attributes form that can be "
|
||
"customized and configured in a number of ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "A blank attribute creation form in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:68
|
||
msgid ""
|
||
"First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:70
|
||
msgid ""
|
||
"Next, in the optional :guilabel:`Category` field, select a category from a "
|
||
"drop-down menu to group similar attributes under the same section for added "
|
||
"specificity and organization."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:74
|
||
msgid ""
|
||
"To view the details related to the attribute category selected, click the "
|
||
"internal link :guilabel:`➡️ (arrow)` icon to the far-right of the "
|
||
":guilabel:`Category` field. Doing so reveals that attribute category's "
|
||
"detail form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"A standard attribute category detail page accessible via its internal link "
|
||
"arrow icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:82
|
||
msgid ""
|
||
"Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at"
|
||
" the top. Followed by :guilabel:`Related Attributes` associated with the "
|
||
"category. These attributes can be dragged-and-dropped into a desirable order"
|
||
" of priority."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:86
|
||
msgid ""
|
||
"Attributes can be directly added to the category, as well, by clicking "
|
||
":guilabel:`Add a line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:89
|
||
msgid ""
|
||
"To create an attribute category directly from this field, start typing the "
|
||
"name of the new category, then select either :guilabel:`Create` or "
|
||
":guilabel:`Create and edit...` from the drop-down menu that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:93
|
||
msgid ""
|
||
"Clicking :guilabel:`Create` creates the category, which can be modified "
|
||
"later. Clicking :guilabel:`Create and edit...` creates the category and "
|
||
"reveals a :guilabel:`Create Category` pop-up window, in which the new "
|
||
"attribute category can be configured and customized."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:97
|
||
msgid ""
|
||
"Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` "
|
||
"options. The :guilabel:`Display Type` determines how this product is shown "
|
||
"on the online store, :guilabel:`Point of Sale` dashboard, and "
|
||
":guilabel:`Product Configurator`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:101
|
||
msgid "The :guilabel:`Display Type` options are:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:103
|
||
msgid ""
|
||
":guilabel:`Radio`: options appear in a bullet-style list on the product page"
|
||
" of the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:104
|
||
msgid ""
|
||
":guilabel:`Pills`: options appear as selectable buttons on the product page "
|
||
"of the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:105
|
||
msgid ""
|
||
":guilabel:`Select`: options appear in a drop-down menu on the product page "
|
||
"of the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:106
|
||
msgid ""
|
||
":guilabel:`Color`: options appear as small, colored squares, which reflect "
|
||
"any HTML color codes set, on the product page of the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "Display Types on Product Configurator on the online store in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:113
|
||
msgid ""
|
||
"The :guilabel:`Variants Creation Mode` field informs Odoo when to "
|
||
"automatically create a new variant once an attribute is added to a product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:116
|
||
msgid ""
|
||
":guilabel:`Instantly`: creates all possible variants as soon as attributes "
|
||
"and values are added to a product template."
|
||
msgstr "：guilabel：`立即`：将属性和值添加至产品模板后，立即创建所有可能变体。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:118
|
||
msgid ""
|
||
":guilabel:`Dynamically`: creates variants **only** when corresponding "
|
||
"attributes and values are added to a sales order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:120
|
||
msgid ":guilabel:`Never (option)`: never automatically creates variants."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:123
|
||
msgid ""
|
||
"Once added to a product, an attribute's :guilabel:`Variants Creation Mode` "
|
||
"cannot be edited."
|
||
msgstr "添加至产品后无法编辑属性：guilabel：`变体创建模式`。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:125
|
||
msgid ""
|
||
"Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether"
|
||
" these attribute options are visible to the customer on the front-end, as "
|
||
"they shop on the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:128
|
||
msgid ""
|
||
":guilabel:`Visible`: the attribute values are visible to customers on the "
|
||
"front-end."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:129
|
||
msgid ""
|
||
":guilabel:`Hidden`: the attribute values are hidden from customers on the "
|
||
"front-end."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:132
|
||
msgid "Attribute values"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:134
|
||
msgid ""
|
||
"Attribute values should be added to the :guilabel:`Attribute Values` tab. "
|
||
"Values can be added to an attribute at any time, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:137
|
||
msgid ""
|
||
"To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute "
|
||
"Values` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:139
|
||
msgid ""
|
||
"Then, enter the name of the value in the :guilabel:`Value` column. Next, "
|
||
"check the box in the :guilabel:`Is custom value` column, if the value is "
|
||
"custom (i.e. the customer gets to provide unique specifications that are "
|
||
"specific to this particular value)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:144
|
||
msgid ""
|
||
"If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the "
|
||
"option to add an HTML color code will appear to the far-right of the value "
|
||
"line, to make it easier for salespeople and customers to know exactly what "
|
||
"color option they're choosing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"Attribute values tab when add a line is clicked, showing the custom columns."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:152
|
||
msgid ""
|
||
"To choose a color, click the blank circle in the :guilabel:`Color` column, "
|
||
"which reveals an HTML color selector pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"Selecting a color from the HTML color pop-up window that appears on "
|
||
"attribute form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:159
|
||
msgid ""
|
||
"In this pop-up window, select a specific color by dragging the color slider "
|
||
"to a particular hue, and clicking on the color portion directly on the color"
|
||
" gradient window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:162
|
||
msgid ""
|
||
"Or, choose a specific color by clicking the *dropper* icon, and selecting a "
|
||
"desired color that's currently clickable on the screen."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:166
|
||
msgid ""
|
||
"Attributes can also be created directly from the product template by adding "
|
||
"a new line and typing the name into the :guilabel:`Variants` tab."
|
||
msgstr "也可以直接在产品模板创建属性：添加行，在：guilabel：`变体`选项卡中输入名称。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:169
|
||
msgid ""
|
||
"Once an attribute is added to a product, that product is listed and "
|
||
"accessible, via the attribute's :guilabel:`Related Products` smart button. "
|
||
"That button lists every product in the database currently using that "
|
||
"attribute."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:176
|
||
msgid ""
|
||
"Once an attribute is created, use the attribute (and its values) to create a"
|
||
" product variant. To do that, go to :menuselection:`Sales app --> Products "
|
||
"--> Products`, and select an existing product to view that desired product's"
|
||
" form. Or, click :guilabel:`Create` to create a new product, to which a "
|
||
"product variant can be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:181
|
||
msgid ""
|
||
"On the product form, click the :guilabel:`Attributes \\& Variants` tab to "
|
||
"view, manage, and modify attributes and values for the product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid "The attributes and values tab on a typical product form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:188
|
||
msgid ""
|
||
"To add an attribute to a product, and subsequent attribute values, click "
|
||
":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then,"
|
||
" choose the desired attribute from the drop-down menu that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:193
|
||
msgid ""
|
||
"Attributes can be created directly from the :guilabel:`Attributes \\& "
|
||
"Variants` tab of a product form. To do that, start typing the name of the "
|
||
"new attribute in the blank field, and select either :guilabel:`Create` or "
|
||
":guilabel:`Create and edit...` from the mini drop-down menu that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:198
|
||
msgid ""
|
||
"Clicking :guilabel:`Create` creates the attribute, which can be customized "
|
||
"later. Clicking :guilabel:`Create and edit...` creates the attribute, and a "
|
||
":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, "
|
||
"proceed to modify the attribute in a number of ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:202
|
||
msgid ""
|
||
"Once an attribute is selected in the :guilabel:`Attribute` column, proceed "
|
||
"to select the specific attribute values to apply to the product, via the "
|
||
"drop-down menu available in the :guilabel:`Values` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:207
|
||
msgid "There is no limit to how many values can be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:210
|
||
msgid ""
|
||
"Similar product variant creation processes are accessible through the "
|
||
"Purchase, Inventory, and eCommerce applications."
|
||
msgstr "类似产品变体创建过程可在采购、库存和电子商务应用程序中完成。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:214
|
||
msgid "Configure variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:216
|
||
msgid ""
|
||
"To the far-right of the attribute line is a :guilabel:`Configure` button. "
|
||
"When clicked, Odoo reveals a separate page showcasing those specific "
|
||
":guilabel:`Product Variant Values`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"The Product Variant Values page accessible via the Configure button on a "
|
||
"product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:223
|
||
msgid ""
|
||
"Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if "
|
||
"applicable), and :guilabel:`Value Price Extra` are viewable."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:227
|
||
msgid ""
|
||
"The :guilabel:`Value Price Extra` represents the increase in the sales price"
|
||
" if the attribute is selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:230
|
||
msgid ""
|
||
"When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo"
|
||
" reveals a separate page, detailing that value's related details."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"A Product Variant Values page accessible via the Product Variants Values "
|
||
"general page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:237
|
||
msgid ""
|
||
"On the specific product variant detail page, the :guilabel:`Value` and "
|
||
":guilabel:`Value Price Extra` fields can be found, along with an "
|
||
":guilabel:`Exclude for` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:240
|
||
msgid ""
|
||
"In the :guilabel:`Exclude for` field, different :guilabel:`Product "
|
||
"Templates` and specific :guilabel:`Attribute Values` can be added. When "
|
||
"added, this specific attribute value will be excluded from those specific "
|
||
"products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:245
|
||
msgid "Variants smart button"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:247
|
||
msgid ""
|
||
"When a product has attributes and variants configured in its "
|
||
":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button"
|
||
" appears at the top of the product form. The :guilabel:`Variants` smart "
|
||
"button indicates how many variants are currently configured for that "
|
||
"specific product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"The variants smart button at the top of the product form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:255
|
||
msgid ""
|
||
"When the :guilabel:`Variants` smart button is clicked, Odoo reveals a "
|
||
"separate page showcasing all the specific product variant combinations "
|
||
"configured for that specific product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst-1
|
||
msgid ""
|
||
"The variants page accessible via the variants smart button on the product "
|
||
"form in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:263
|
||
msgid "Impact of variants"
|
||
msgstr "变型的影响"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:265
|
||
msgid ""
|
||
"In addition to offering more detailed product options to customers, product "
|
||
"variants have their own impacts that can be taken advantage of throughout "
|
||
"the Odoo database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:268
|
||
msgid ""
|
||
":guilabel:`Barcode`: barcodes are associated with each variant, instead of "
|
||
"the product template. Each individual variant can have its own unique "
|
||
"barcode/SKU."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:270
|
||
msgid ""
|
||
":guilabel:`Price`: every product variant has its own public price, which is "
|
||
"the sum of the product template price *and* any extra charges for particular"
|
||
" attributes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:274
|
||
msgid ""
|
||
"A red shirt's sales price is $23 -- because the shirt's template price is "
|
||
"$20, plus an additional $3 for the red color variant. Pricelist rules can be"
|
||
" configured to apply to the product template, or to the variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:278
|
||
msgid ""
|
||
":guilabel:`Inventory`: inventory is counted for each individual product "
|
||
"variant. On the product template form, the inventory reflects the sum of all"
|
||
" variants, but the actual inventory is computed by individual variants."
|
||
msgstr "：guilabel：`库存`：对各产品变体的库存进行计数。在产品模板表单上，库存反映了所有变体的总和，但实际库存分变体计算。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:281
|
||
msgid ""
|
||
":guilabel:`Picture`: each product variant can have its own specific picture."
|
||
msgstr "：guilabel：`图片`：每个产品变体都可以有特定图片。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:284
|
||
msgid ""
|
||
"Changes to the product template automatically apply to every variant of that"
|
||
" product."
|
||
msgstr "对产品模板的更改将自动应用于产品的所有变体。"
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/products/variants.rst:287
|
||
msgid ":doc:`import`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:3
|
||
msgid "Returns and refunds"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:5
|
||
msgid ""
|
||
"The Odoo *Sales* app provides two different ways to process returns. The "
|
||
"method used depends on whether or not an invoice has been sent."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:9
|
||
msgid "Before invoicing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:11
|
||
msgid ""
|
||
"Returns are completed using *Reverse Transfers* when a customer decides to "
|
||
"return a product **before** an invoice has been sent or validated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:15
|
||
msgid ""
|
||
"In order to use *Reverse Transfers*, the *Inventory* app **must** be "
|
||
"installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:17
|
||
msgid ""
|
||
"To start a return before invoicing, navigate to the :menuselection:`Sales` "
|
||
"app, select the desired sales order, and click on the :guilabel:`Delivery` "
|
||
"smart button to open the associated delivery order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"A typical sales order with a highlighted delivery smart button in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:25
|
||
msgid "On the validated delivery order, click :guilabel:`Return`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"A validated delivery order with a highlighted Return button in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:31
|
||
msgid "This opens a :guilabel:`Reverse Transfer` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:33
|
||
msgid ""
|
||
"By default, the :guilabel:`Quantity` matches the validated quantities from "
|
||
"the delivery order. Update the quantities, if necessary. Click on the "
|
||
":guilabel:`🗑️ (trash)` icon next to a line item to remove it from the "
|
||
"return."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"The \"Reverse Transfer\" pop-up window, to make a return before invoicing "
|
||
"the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:41
|
||
msgid ""
|
||
"Next, click :guilabel:`Return` to confirm the return. This generates a new "
|
||
"warehouse operation for the incoming returned product(s)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid "Warehouse operation after a return has been confirmed in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:48
|
||
msgid ""
|
||
"Upon receiving the return, the warehouse team validates the warehouse "
|
||
"operation by clicking :guilabel:`Validate`. Then, on the original sales "
|
||
"order, the :guilabel:`Delivered` quantity updates to reflect the difference "
|
||
"between the initial validated quantities and the returned quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"The updated \"Delivered\" quantity on the sales order after the reverse "
|
||
"transfer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:56
|
||
msgid ""
|
||
"When an invoice is created, the customer receives an invoice **only** for "
|
||
"the products they are keeping, if any."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:60
|
||
msgid "After invoicing"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:62
|
||
msgid ""
|
||
"Sometimes, customers return an item after they receive and/or pay for their "
|
||
"invoice. In these cases, a return using only *Reverse Transfers* is "
|
||
"insufficient since validated, or sent, invoices cannot be changed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:66
|
||
msgid ""
|
||
"However, *Reverse Transfers* can be used in conjunction with *Credit Notes* "
|
||
"to complete the customer's return."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:69
|
||
msgid ""
|
||
"To start a return after invoicing, navigate to the relevant sales order in "
|
||
"the :menuselection:`Sales` app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:72
|
||
msgid ""
|
||
"If there is a payment registered on the sales order, the payment details "
|
||
"appear in the chatter, and the invoice (accessible through the "
|
||
":guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` "
|
||
"banner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid "Sample of a green in payment banner in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:80
|
||
msgid ""
|
||
"From the sales order, click on the :guilabel:`Delivery` smart button to view"
|
||
" the validated delivery order. Then, click :guilabel:`Return` to open the "
|
||
":guilabel:`Reverse Transfer` pop-up window."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:83
|
||
msgid ""
|
||
"Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed "
|
||
"for the return. Then, click :guilabel:`Return`. This generates a new "
|
||
"warehouse operation for the incoming returned product(s), which is validated"
|
||
" by the warehouse team once the return is received by clicking "
|
||
":guilabel:`Validate`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:88
|
||
msgid ""
|
||
"Then, on the sales order, the :guilabel:`Delivered` quantity updates to "
|
||
"reflect the difference between the initial validated quantities and the "
|
||
"returned quantities."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:91
|
||
msgid ""
|
||
"To process a refund, navigate to the relevant invoice (from the sales order,"
|
||
" click on the :guilabel:`Invoices` smart button). Then, click the "
|
||
":guilabel:`Credit Note` button at the top of the validated invoice."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid ""
|
||
"A typical customer invoice with a Credit Note button highlighted in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:99
|
||
msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst-1
|
||
msgid "Typical credit note pop-up form that appears in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:105
|
||
msgid ""
|
||
"Start by entering a :guilabel:`Reason displayed on Credit Note` and a "
|
||
"specific :guilabel:`Journal` to process the credit. Then, select a specific "
|
||
":guilabel:`Reversal Date`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:108
|
||
msgid ""
|
||
"After the information is filled in, click :guilabel:`Reverse` or "
|
||
":guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:111
|
||
msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:113
|
||
msgid ""
|
||
"When complete, a blue banner reading: :guilabel:`You have outstanding "
|
||
"credits for this customer. You can allocate them to mark this invoice as "
|
||
"paid.` appears at the top of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/products_prices/returns.rst:117
|
||
msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations.rst:5
|
||
msgid "Send Quotations"
|
||
msgstr "发送报价"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:3
|
||
msgid "Quotation deadlines"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:5
|
||
msgid ""
|
||
"In the Odoo *Sales* application, it is possible to set deadlines on sales "
|
||
"quotations. Doing so encourages customers to act quickly during sales "
|
||
"negotiations, for they might fear for missing out on a good deal. As well, "
|
||
"deadlines also can also act as protection for a company in case an order has"
|
||
" to be fulfilled at a price that is no longer profitable for the business."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:11
|
||
msgid "Quotation expiration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:13
|
||
msgid ""
|
||
"In Odoo *Sales*, there's the option to add an expiration date to a "
|
||
"quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:15
|
||
msgid ""
|
||
"To add an expiration date to a quotation, navigate to :menuselection:`Sales "
|
||
"app`, and select a desired quotation, or create a new one by clicking "
|
||
":guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:18
|
||
msgid ""
|
||
"On the quotation form, click the :guilabel:`Expiration` field to reveal a "
|
||
"pop-up calendar. From this pop-up calendar, select the desired month and "
|
||
"date as the expiration date for the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
|
||
msgid "The expiration field on a standard quotation form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:26
|
||
msgid ""
|
||
"By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly "
|
||
"displays when that specific offer expires."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:0
|
||
msgid "How customers will see deadlines on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:34
|
||
msgid "Quotation template expiration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:36
|
||
msgid ""
|
||
"The Odoo *Sales* application also makes it possible to add a deadline "
|
||
"expiration date to quotation templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:39
|
||
msgid ""
|
||
"To add a deadline expiration date to a quotation template, navigate to "
|
||
":menuselection:`Sales app --> Configuration --> Quotation Templates`, and "
|
||
"either select the desired quotation template to which a deadline should be "
|
||
"added, or click :guilabel:`New` to build a new quotation template from "
|
||
"scratch."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:43
|
||
msgid ""
|
||
"On the quotation template form, add a specific number of days to the "
|
||
":guilabel:`Quotation expires after` field, located beneath the quotation "
|
||
"template name. The number of days represents how long the quotation will be "
|
||
"valid for, before it expires."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst-1
|
||
msgid ""
|
||
"The quotation expires after field on a quotation template form in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:51
|
||
msgid ""
|
||
"Then, whenever that specific quotation template is used in a quote, an "
|
||
"expiration date is automatically calculated, based on the number of days "
|
||
"designated above. However, this date can be overwritten before sending the "
|
||
"quotation to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/deadline.rst:56
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:227
|
||
msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3
|
||
msgid "Deliveries and invoices to different addresses"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5
|
||
msgid ""
|
||
"People and businesses often use separate addresses for billing (invoicing) "
|
||
"and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can "
|
||
"have different specified addresses for delivery and invoicing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12
|
||
msgid ""
|
||
"To properly utilize multiple addresses in Odoo, go to :menuselection:`Sales "
|
||
"app --> Configuration --> Settings` and scroll down to the "
|
||
":guilabel:`Quotations & Orders` heading. Then, check the box next to "
|
||
":guilabel:`Customer Addresses`, and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
|
||
msgid "Activate the Customer Addresses setting."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21
|
||
msgid "Contact form configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23
|
||
msgid ""
|
||
"To add multiple addresses to a contact, go to :menuselection:`Sales app --> "
|
||
"Orders --> Customers`, and clear any default filters from the search bar. "
|
||
"Then, click on the desired customer to open their contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:28
|
||
msgid "Contact forms can be accessed in the *Contacts* application, as well."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30
|
||
msgid ""
|
||
"From the contact form, click :guilabel:`Edit`, and then select "
|
||
":guilabel:`Add`, which is located under the :guilabel:`Contacts & Addresses`"
|
||
" tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which "
|
||
"additional addresses can be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
|
||
msgid "Add a contact/address to the contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:38
|
||
msgid ""
|
||
"On the :guilabel:`Create Contact` pop-up form, start by clicking the default"
|
||
" :guilabel:`Other Address` field to reveal a drop-down menu of address-"
|
||
"related options."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:41
|
||
msgid "Select any of the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43
|
||
msgid ""
|
||
":guilabel:`Contact`: adds another contact to the existing contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:44
|
||
msgid ""
|
||
":guilabel:`Invoice Address`: adds a specific invoice address to the existing"
|
||
" contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45
|
||
msgid ""
|
||
":guilabel:`Delivery Address`: adds a specific delivery address to the "
|
||
"existing contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46
|
||
msgid ""
|
||
":guilabel:`Other Address`: adds an alternate address to the existing contact"
|
||
" form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47
|
||
msgid ""
|
||
":guilabel:`Private Address`: adds a private address to the existing contact "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49
|
||
msgid ""
|
||
"Once an option is selected, proceed to enter the corresponding contact "
|
||
"information that should be used for the specified address type."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
|
||
msgid "Create a new contact/address on a contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:56
|
||
msgid ""
|
||
"Then, click :guilabel:`Save & Close` to save the address and close the "
|
||
":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save "
|
||
"the address and immediately input another one."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:60
|
||
msgid "Address added to quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62
|
||
msgid ""
|
||
"When a customer is added to a quotation, the :guilabel:`Invoice Address` and"
|
||
" :guilabel:`Delivery Address` fields autopopulate with the corresponding "
|
||
"addresses specified on the customer's contact form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1
|
||
msgid "Invoice and Delivery Addresses autopopulate on a quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:70
|
||
msgid ""
|
||
"The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be"
|
||
" edited directly from the quotation by clicking the :guilabel:`Edit` button,"
|
||
" and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons "
|
||
"next to each address line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:74
|
||
msgid ""
|
||
"These addresses can be updated at any time to ensure accurate invoicing and "
|
||
"delivery."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:77
|
||
msgid ""
|
||
"If any changes are made on a form in Odoo, include *Contacts* forms, "
|
||
"remember to click :guilabel:`Save` to save the changes to the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3
|
||
msgid "Online payment order confirmation"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5
|
||
msgid ""
|
||
"The Odoo *Sales* application provides customers with the ability to confirm "
|
||
"orders, via an online payment, directly on a sales order. Once the sales "
|
||
"order is electronically paid for by the customer, the salesperson attached "
|
||
"to the sales order is instantly notified that the order is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10
|
||
msgid "Activate online payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12
|
||
msgid ""
|
||
"In order to have customers confirm orders with an online payment, the "
|
||
"*Online Payment* setting **must** be activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:15
|
||
msgid ""
|
||
"To activate the *Online Payment* feature, go to :menuselection:`Sales app "
|
||
"--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& "
|
||
"Orders` heading, check the box next to the :guilabel:`Online Payment` "
|
||
"feature, and click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "The online payment setting in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23
|
||
msgid ""
|
||
"Beneath the :guilabel:`Online Payment` option on the *Sales* "
|
||
":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` "
|
||
"field. In this field, there's the option to add a specific number of days "
|
||
"for quotations to remain valid by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:27
|
||
msgid ""
|
||
"To enable this feature on a standard quotation, click the checkbox for the "
|
||
":guilabel:`Payment` feature option, located in the :guilabel:`Online "
|
||
"confirmation` field, on the :guilabel:`Other Info` tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "The online payment setting on a standard quotation in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35
|
||
msgid ""
|
||
"To enable this feature on a quotation template, click the checkbox for the "
|
||
":guilabel:`Payment` feature option, located in the :guilabel:`Online "
|
||
"confirmation` field of the quotation template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "The online payment setting on quotation template forms in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43
|
||
msgid "Payment providers"
|
||
msgstr "支付提供商"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45
|
||
msgid ""
|
||
"After activating the :guilabel:`Online Payment` feature, a link to configure"
|
||
" :guilabel:`Payment Providers` appears beneath it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48
|
||
msgid ""
|
||
"Clicking that link reveals a separate :guilabel:`Payment Providers` page, in"
|
||
" which a large variety of payment providers can be enabled, customized, and "
|
||
"published."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "Payment providers page in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91
|
||
msgid ":doc:`../../../finance/payment_providers`"
|
||
msgstr ":doc:`../../../finance/payment_providers`"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59
|
||
msgid "Register a payment"
|
||
msgstr "登记付款"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61
|
||
msgid ""
|
||
"After opening quotations in their customer portal, customers can click "
|
||
":guilabel:`Accept \\& Pay` to confirm their order with an online payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid "The accept and pay button on an online quotation in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68
|
||
msgid ""
|
||
"After clicking :guilabel:`Accept \\& Pay`, customers are presented with "
|
||
":guilabel:`Validate Order` pop-up window containing different options for "
|
||
"them to make online payments, in the :guilabel:`Pay with` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid ""
|
||
"How to register a payment on a validate order pop-up window in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77
|
||
msgid ""
|
||
"Odoo will **only** offer payment options on the :guilabel:`Validate Order` "
|
||
"pop-up window that have been published and configured on the "
|
||
":guilabel:`Payment Providers` page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80
|
||
msgid ""
|
||
"Once the customer selects their desired method of payment, they will click "
|
||
"the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo "
|
||
"instantly notifies the assigned salesperson upon order confirmation with an "
|
||
"online payment."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1
|
||
msgid ""
|
||
"Sample of notification that appears in the chatter when an online payment is"
|
||
" made."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99
|
||
msgid ":doc:`quote_template`"
|
||
msgstr ":doc:`quote_template`"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272
|
||
msgid ":doc:`get_signature_to_validate`"
|
||
msgstr ":doc:`get_signature_to_validate`"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3
|
||
msgid "Online signatures for order confirmations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5
|
||
msgid ""
|
||
"The Odoo *Sales* application provides customers with the ability to confirm "
|
||
"orders, via an online signature, directly on the sales order. Once the sales"
|
||
" order is electronically signed by the customer, the salesperson attached to"
|
||
" the sales order is instantly notified that the order is confirmed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11
|
||
msgid "Activate online signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13
|
||
msgid ""
|
||
"In order to have customers confirm orders with an online signature, the "
|
||
"*Online Signature* feature **must** be activated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16
|
||
msgid ""
|
||
"To activate the *Online Signature* feature, go to :menuselection:`Sales app "
|
||
"--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& "
|
||
"Orders` heading, and activate the :guilabel:`Online Signature` feature by "
|
||
"checking the box beside it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
|
||
msgid ""
|
||
"The Online Signature feature option in the Settings of the Odoo Sales "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24
|
||
msgid "Then, click the :guilabel:`Save` button in the top-left corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27
|
||
msgid ""
|
||
"When making a quotation template, the online signature feature is the "
|
||
":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`"
|
||
" field of the quotation template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
|
||
msgid ""
|
||
"The Online confirmation signature option found on every quotation template "
|
||
"in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34
|
||
msgid ""
|
||
"On standard quotations, the online signature feature is the "
|
||
":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab "
|
||
"of the quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0
|
||
msgid ""
|
||
"The online signature feature option in the Other Info tab of a quotation "
|
||
"form in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42
|
||
msgid "Order confirmations with online signatures"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44
|
||
msgid ""
|
||
"When clients access quotations online through their customer portal, there's"
|
||
" a :guilabel:`Sign \\& Pay` button directly on the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
|
||
msgid "The Sign and Pay button present on online quotations in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51
|
||
msgid ""
|
||
"When clicked, a :guilabel:`Validate Order` pop-up window appears. In this "
|
||
"pop-up window, the :guilabel:`Full Name` field is auto-populated, based on "
|
||
"the contact information in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1
|
||
msgid "The Validate Order pop-up window for online signatures in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58
|
||
msgid ""
|
||
"Then, customers have the option to enter an online signature with any of the"
|
||
" following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61
|
||
msgid ""
|
||
":guilabel:`Auto` lets Odoo automatically generate an online signature based "
|
||
"on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets"
|
||
" the customer use the cursor to create a custom signature directly on the "
|
||
"pop-up window. And :guilabel:`Load` lets the customer upload a previously-"
|
||
"created signature file from their computer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66
|
||
msgid ""
|
||
"After the customer has chosen any of the three previously mentioned "
|
||
"signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`),"
|
||
" they will click the :guilabel:`Accept \\& Sign` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70
|
||
msgid ""
|
||
"When :guilabel:`Accept \\& Sign` is clicked, the various payment method "
|
||
"options become available for them to choose from (if the *online payment* "
|
||
"option applies to this quotation)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73
|
||
msgid ""
|
||
"Then, when the quotation is paid and confirmed, a delivery order is "
|
||
"automatically created (if the Odoo *Inventory* app is installed)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273
|
||
msgid ":doc:`get_paid_to_validate`"
|
||
msgstr ":doc:`get_paid_to_validate`"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3
|
||
msgid "Optional products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5
|
||
msgid ""
|
||
"The use of optional products is a marketing strategy that involves the "
|
||
"cross-selling of products along with a core product. The aim is to offer "
|
||
"useful and related products to customers, which may result in an increased "
|
||
"sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157
|
||
msgid ""
|
||
"For instance, if a customer wants to buy a car, they have the choice to "
|
||
"order massaging seats, as well, or ignore the offer and simply buy the car. "
|
||
"Presenting the choice to purchase optional products enhances the customer "
|
||
"experience."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14
|
||
msgid "Optional products on quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16
|
||
msgid ""
|
||
"With the Odoo *Sales* application, it is possible to add or modify optional "
|
||
"products directly on quotations by navigating to the :guilabel:`Optional "
|
||
"Products` tab on a quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
||
msgid "How to add optional products to your quotations on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23
|
||
msgid ""
|
||
"To add an optional product(s) to a quotation, click :guilabel:`Add a "
|
||
"product` in the :guilabel:`Optional Products` tab of a quotation. Doing so "
|
||
"reveals a blank field in the :guilabel:`Product` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178
|
||
msgid ""
|
||
"When clicked, a drop-down menu with products from the database appear. "
|
||
"Select the desired product from the drop-down menu to add it as an optional "
|
||
"product to the quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:31
|
||
msgid ""
|
||
"If the desired product isn't readily visible, type the name of the desired "
|
||
"product in the field, and the option appears in the drop-down menu. Then, "
|
||
"select that desired product to add it to the quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:36
|
||
msgid ""
|
||
"When a product is added, the default :guilabel:`Quantity` is `1`, but that "
|
||
"can be edited at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181
|
||
msgid ""
|
||
"To delete any line item from the :guilabel:`Optional Products` tab, click "
|
||
"the :guilabel:`🗑️ (trash can)` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:42
|
||
msgid ""
|
||
"Click the :guilabel:`Preview` button, located in the upper-left corner of "
|
||
"the quotation, to reveal a preview of the quotation customers would receive,"
|
||
" via email, along with the optional products they can potentially add to "
|
||
"their order, located in the :guilabel:`Options` section."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1
|
||
msgid "Preview your quotations on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:50
|
||
msgid ""
|
||
"Customers are able to add different optional products to an order by "
|
||
"clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the"
|
||
" optional product line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:53
|
||
msgid ""
|
||
"If a customer selects optional products, these are automatically added to "
|
||
"the quotation managed by the salesperson."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:56
|
||
msgid ""
|
||
"When the customer adds an optional product(s) to an order, the salesperson "
|
||
"is instantly notified about the change, along with any other change the "
|
||
"customer makes to an order. This allows salespeople to stay up-to-date with "
|
||
"everything related to an order in the backend of the *Sales* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62
|
||
msgid "Optional products on quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65
|
||
msgid ""
|
||
"Be sure to review the :doc:`quote_template` documentation to better "
|
||
"understand how quotation templates work before reading the following "
|
||
"information."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:68
|
||
msgid ""
|
||
"For quotation templates, just like a typical quotation form, there is also "
|
||
"an :guilabel:`Optional Products` tab, wherein related products or services "
|
||
"can be added to a quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:71
|
||
msgid ""
|
||
"To add optional products to a quotation template, navigate to "
|
||
":menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, "
|
||
"either select an existing quotation template to edit, or create a new one by"
|
||
" clicking :guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:75
|
||
msgid ""
|
||
"On the quotation template form, click the :guilabel:`Optional Products` tab."
|
||
" Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, "
|
||
"and select the desired product to add as an optional product to the "
|
||
"quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:83
|
||
msgid ""
|
||
"The products added in the :guilabel:`Optional Products` tab are present in "
|
||
"the quotation, by default, whenever that particular quotation template is "
|
||
"used. These products can be removed, and additional products can be added, "
|
||
"before the quotation is sent to a customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88
|
||
msgid ""
|
||
"It's best to offer optional products that would encourage a customer to add "
|
||
"additional items to their order, or entice them to purchase a more expensive"
|
||
" version of their initially selected product."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92
|
||
msgid ""
|
||
"For example, if a customer purchases a wooden chair, some optional products "
|
||
"could be: a warranty on that chair and/or a wooden chair with leather seats."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96
|
||
msgid ""
|
||
"There is no limit to how many optional products can be added to a quotation "
|
||
"template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3
|
||
msgid "Product variants on quotations and sales orders"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5
|
||
msgid ""
|
||
"Before getting into detail about how to use product variants on quotations "
|
||
"and sales orders, it's recommended to learn about "
|
||
":doc:`../products_prices/products/variants` in Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8
|
||
msgid ""
|
||
"Once familiarized with the basics surrounding product variants, the "
|
||
"following covers how product variants can be added to quotations and sales "
|
||
"orders using the *product configurator* or *order grid entry*."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13
|
||
msgid ""
|
||
"It should be noted that the setting is titled, *Variant Grid Entry* on the "
|
||
"*Sales* app settings page, and titled, *Order Grid Entry* on product forms. "
|
||
"So, be sure to keep that in mind."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19
|
||
msgid ""
|
||
"When working with product variants, Odoo uses the product configurator, by "
|
||
"default. To add the variant grid entry option, that feature **must** be "
|
||
"enabled in the Odoo *Sales* application. The variant grid entry option "
|
||
"provides a pop-up window on the quotation/sales order to simplify the "
|
||
"variant selection process."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24
|
||
msgid ""
|
||
"To enable that setting, go to :menuselection:`Sales app --> Configuration "
|
||
"--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, "
|
||
"check the box next to the :guilabel:`Variant Grid Entry` option, and click "
|
||
":guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid "The variant grid entry setting in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33
|
||
msgid ""
|
||
"Of course, the :guilabel:`Variants` feature **must** also be activated, in "
|
||
"order to use product variants on quotations and sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37
|
||
msgid "Product configuration"
|
||
msgstr "产品配置"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39
|
||
msgid ""
|
||
"Once the :guilabel:`Variant Grid Entry` setting is enabled, both options "
|
||
"(*Product Configurator* and *Order Grid Entry*) become available on every "
|
||
"product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42
|
||
msgid ""
|
||
"To configure a product form to use either a product configurator or variant "
|
||
"grid entry, start by navigating to :menuselection:`Sales app --> Products "
|
||
"--> Products` to view all the products in the database."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46
|
||
msgid ""
|
||
"Then, select the desired product to configure, or click :guilabel:`New`, to "
|
||
"create a new product from scratch. Once on the product form, click into the "
|
||
":guilabel:`Attributes \\& Variants` tab, where product variants can be "
|
||
"viewed, modified, and added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50
|
||
msgid ""
|
||
"At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a "
|
||
":guilabel:`Sales Variant Selection` section with two options: "
|
||
":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55
|
||
msgid ""
|
||
"It should be noted that these options **only** appear if at least two values"
|
||
" of an attribute have been added to the record."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid ""
|
||
"Sales variant selection options on the attributes and variants tab on "
|
||
"product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62
|
||
msgid ""
|
||
"These options determine which method is used when adding product variants to"
|
||
" quotations or sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65
|
||
msgid ""
|
||
"The :guilabel:`Product Configurator` provides a pop-up window that neatly "
|
||
"displays all the available product variants for that particular product when"
|
||
" it's added to a quotation. However, only one variant can be selected/added "
|
||
"at a time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69
|
||
msgid ""
|
||
"The :guilabel:`Order Grid Entry` provides the same information as the "
|
||
":guilabel:`Product Configurator` in a table layout, allowing the user to "
|
||
"select larger numbers of unique product variants, and add them to a "
|
||
"quotation/sales order, in a single view."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74
|
||
msgid "Product configurator"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76
|
||
msgid ""
|
||
"The product configurator feature appears as a :guilabel:`Configure` pop-up "
|
||
"window, as soon as a product with (at least two) variants is added to a "
|
||
"quotation or sales order, but **only** if the :guilabel:`Product "
|
||
"Configurator` option is selected on its product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid ""
|
||
"The product configurator pop-up window that appears on a quotation or sales "
|
||
"order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85
|
||
msgid ""
|
||
"This :guilabel:`Configure` pop-up window also appears if the "
|
||
":guilabel:`Order Grid Entry` setting is **not** activated, as it is the "
|
||
"default option Odoo uses when dealing with product variants on quotations "
|
||
"and/or sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89
|
||
msgid ""
|
||
"The :guilabel:`Product Configurator` option lets salespeople choose exactly "
|
||
"which product variant to add to the quotation or sales order using a format "
|
||
"similar to online shopping."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93
|
||
msgid "Order grid entry"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95
|
||
msgid ""
|
||
"The order grid entry feature appears as a :guilabel:`Choose Product "
|
||
"Variants` pop-up window, as soon as a product with (at least two) variants "
|
||
"is added to a quotation or sales order, but **only** if the :guilabel:`Order"
|
||
" Grid Entry` option is selected on its product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid ""
|
||
"The choose product variants pop-up window that appears on a quotation in "
|
||
"Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103
|
||
msgid ""
|
||
"The :guilabel:`Choose Product Variants` pop-up window features all the "
|
||
"variant options for that particular product. From this pop-up window, the "
|
||
"salesperson can designate how many of each variant they'd like to add to the"
|
||
" quotation/sales order at once."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107
|
||
msgid ""
|
||
"When all the desired quantities and variants have been selected, the "
|
||
"salesperson simply clicks :guilabel:`Confirm`, and those orders are "
|
||
"instantly added to the quotation/sales order in the :guilabel:`Order Lines` "
|
||
"tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1
|
||
msgid ""
|
||
"Populated order lines tab after order grid entry has been chosen to select "
|
||
"products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116
|
||
msgid ":doc:`../products_prices/products/variants`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3
|
||
msgid "PDF quote builder"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:5
|
||
msgid ""
|
||
"The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send "
|
||
"customers a fully customized PDF file for quotes, showcasing the company and"
|
||
" products, with various information and design elements, instead of just "
|
||
"showing the price and total."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9
|
||
msgid ""
|
||
"The PDF Quote Builder groups header pages, product descriptions, the "
|
||
"price(s), and footer pages to create a detailed quote. It can also inject "
|
||
"dynamic texts in the PDF to personalize the offer for the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13
|
||
msgid ""
|
||
"Having a customized PDF in quotes provides a heightened conclusion to the "
|
||
"shopping experience for customers, and adds an elegant level of "
|
||
"professionalism to a company."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17
|
||
msgid ""
|
||
"`Odoo Quick Tips - Create a PDF quote [video] "
|
||
"<https://www.youtube.com/watch?v=tQNydBZt-VI>`_"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:20
|
||
msgid ""
|
||
"It is recommended to edit PDF forms with Adobe software. The form fields on "
|
||
"the header and footer PDF templates are necessary to get dynamic values with"
|
||
" Odoo."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:26
|
||
msgid ""
|
||
"In order to add custom PDF files for quotes, the :guilabel:`PDF Quote "
|
||
"builder` feature *must* be configured."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:29
|
||
msgid ""
|
||
"To do that, navigate to :menuselection:`Sales app --> Configuration --> "
|
||
"Settings`. Then, on the :guilabel:`Settings` page, scroll to the "
|
||
":guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote"
|
||
" builder` feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
|
||
msgid ""
|
||
"The PDF Quote Builder feature located on the Settings page of the Sales "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:37
|
||
msgid ""
|
||
"Here, custom :guilabel:`Header pages` and :guilabel:`Footer pages` can be "
|
||
"uploaded. To upload either, click the :guilabel:`Upload your file` button, "
|
||
"or the :guilabel:`✏️ (pencil)` icon to the right of the desired field, and "
|
||
"proceed to locate, select, and upload the desired PDF file."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:42
|
||
msgid ""
|
||
"Headers and footers can also be added directly in a quotation template, so "
|
||
"it's possible to have different variations per template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:45
|
||
msgid ""
|
||
"Clicking the :guilabel:`🗑️ (trash)` icon deletes the current PDF file and "
|
||
"replaces the blank field with an :guilabel:`Upload your file` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:48
|
||
msgid ""
|
||
"Once the desired PDF file(s) are uploaded in the appropriate fields in the "
|
||
":guilabel:`PDF Quote builder` section of the *Sales* :guilabel:`Settings` "
|
||
"page, be sure to click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:51
|
||
msgid "The files uploaded here will be the default PDF used for all quotes."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:54
|
||
msgid "Values set in the PDF Quote Builder settings are company-specific."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:57
|
||
msgid "Dynamic text in PDFs"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:59
|
||
msgid ""
|
||
"While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-"
|
||
"fill the PDF content with information related to the quote from the Odoo "
|
||
"database, like names, prices, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:62
|
||
msgid ""
|
||
"Dynamic text values are form components (text inputs) that can be added in a"
|
||
" PDF file, and Odoo automatically fills those values in with information "
|
||
"related to the quote."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66
|
||
msgid "Dynamic text values"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:68
|
||
msgid ""
|
||
"Below are common dynamic text values used in custom PDFs, and what they "
|
||
"represent:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70
|
||
msgid ":guilabel:`name`: Sales Order Reference"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:71
|
||
msgid ":guilabel:`partner_id__name`: Customer Name"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:72
|
||
msgid ":guilabel:`user_id__name`: Salesperson Name"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:73
|
||
msgid ":guilabel:`amount_untaxed`: Untaxed Amount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:74
|
||
msgid ":guilabel:`amount_total`: Total Amount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:75
|
||
msgid ":guilabel:`delivery_date`: Delivery Date"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76
|
||
msgid ":guilabel:`validity_date`: Expiration Date"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:77
|
||
msgid ":guilabel:`client_order_ref`: Customer Reference"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:80
|
||
msgid ""
|
||
"Double underscore notation for :guilabel:`partner_id__name` and "
|
||
":guilabel:`user_id__name` values are used in place of the typically used `.`"
|
||
" symbol because the library currently does not support the `.` symbol."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:84
|
||
msgid "Product-specific dynamic text values are as follows:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:86
|
||
msgid ":guilabel:`description`: Product Description"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:87
|
||
msgid ":guilabel:`quantity`: Quantity"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88
|
||
msgid ":guilabel:`uom`: Unit of Measure (UoM)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:89
|
||
msgid ":guilabel:`price_unit`: Price Unit"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90
|
||
msgid ":guilabel:`discount`: Discount"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91
|
||
msgid ":guilabel:`product_sale_price`: Product List Price"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92
|
||
msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93
|
||
msgid ":guilabel:`tax_excl_price`: Tax Excluded Price"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94
|
||
msgid ":guilabel:`tax_incl_price`: Tax Included Price"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97
|
||
msgid ""
|
||
"When a PDF is built, it's best practice to use common dynamic text values "
|
||
"(:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the "
|
||
"database, Odoo auto-populates those fields with the information from their "
|
||
"respective fields."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:101
|
||
msgid ""
|
||
"In this case, Odoo would auto-populate the Sales Order Reference in the "
|
||
":guilabel:`name` dynamic text field, and the Customer Name in the "
|
||
":guilabel:`partner_id_name` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
|
||
msgid "PDF quote being built using common dynamic placeholders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108
|
||
msgid ""
|
||
"Once the PDF file(s) are complete, save them to the computer's hard drive, "
|
||
"and proceed to upload them to Odoo via :menuselection:`Sales app --> "
|
||
"Configuration --> Settings --> PDF Quote builder`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:111
|
||
msgid ""
|
||
"Upload the created PDF in the :guilabel:`Header pages` or :guilabel:`Footer "
|
||
"pages` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:113
|
||
msgid "Once the upload(s) are complete, click :guilabel:`Save`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:116
|
||
msgid "Add PDF to product"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:118
|
||
msgid ""
|
||
"In Odoo *Sales*, it's also possible to add a custom PDF to a product form. "
|
||
"When a PDF is added to a product, and that product is used in a quotation, "
|
||
"that PDF is also inserted in the final PDF."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:121
|
||
msgid ""
|
||
"To add a custom PDF to a product, start by navigating to "
|
||
":menuselection:`Sales app --> Products --> Products`, and select the desired"
|
||
" product to which a custom PDF should be added."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:125
|
||
msgid ""
|
||
"A document could also be added to a product variant, instead of a product. "
|
||
"If there are documents on a product *and* on its variant, **only** the "
|
||
"documents in the variant are shown."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:128
|
||
msgid ""
|
||
"To add a custom document to a product variant, navigate to "
|
||
":menuselection:`Sales app --> Products --> Product Variants`. Select the "
|
||
"desired variant, click the :guilabel:`Documents` smart button, and proceed "
|
||
"to upload the custom document(s) to the specific product variant."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:132
|
||
msgid ""
|
||
"On the product page, click the :guilabel:`Documents` smart button at the top"
|
||
" of the page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
|
||
msgid "The Documents smart button on a product form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:138
|
||
msgid ""
|
||
"Doing so reveals a separate :guilabel:`Documents` page for that product, "
|
||
"wherein files related to that product can be uploaded. From this page, "
|
||
"either click :guilabel:`New` or :guilabel:`Upload`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:141
|
||
msgid ""
|
||
"Clicking :guilabel:`Upload` instantly provides the opportunity to upload the"
|
||
" desired document. Then, the document can be further configured on the "
|
||
"document card, or by clicking the three dots icon in the top right corner of"
|
||
" the document card, and then clicking :guilabel:`Edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:145
|
||
msgid ""
|
||
"Clicking :guilabel:`New` reveals a blank documents form, in which the "
|
||
"desired PDF can be uploaded via the :guilabel:`Upload your file` button on "
|
||
"the form, located in the :guilabel:`File Content` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
|
||
msgid ""
|
||
"A standard document form with various fields for a specific product in Odoo "
|
||
"Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:153
|
||
msgid ""
|
||
"Various information and configurations related to the uploaded document can "
|
||
"be modified here."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:155
|
||
msgid ""
|
||
"The first field on the documents form is for the :guilabel:`Name` of the "
|
||
"document, and it is grayed-out (not clickable) until a document is uploaded."
|
||
" Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated "
|
||
"with the name of the PDF, and it can then be edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:159
|
||
msgid ""
|
||
"Prior to uploading a document, there's the option to designate whether the "
|
||
"document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` "
|
||
"drop-down field menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
|
||
msgid "A standard document form with an uploaded pdf in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:167
|
||
msgid ""
|
||
"If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to "
|
||
":guilabel:`File`, and it cannot be modified."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170
|
||
msgid ""
|
||
"Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field,"
|
||
" click the drop-down menu, and select either: :guilabel:`Quotation`, "
|
||
":guilabel:`Confirmed order`, or :guilabel:`Inside quote`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:174
|
||
msgid ""
|
||
":guilabel:`Quotation`: the document is sent to (and accessible by) customers"
|
||
" at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:176
|
||
msgid ""
|
||
":guilabel:`Confirmed order`: the document is sent to customers upon the "
|
||
"confirmation of an order. This is best for user manuals and other "
|
||
"supplemental documents."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:179
|
||
msgid ""
|
||
":guilabel:`Inside quote`: the document is included in the PDF of the "
|
||
"quotation, between the header pages and the :guilabel:`Pricing` section of "
|
||
"the quote."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:183
|
||
msgid ""
|
||
"When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` "
|
||
"field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, "
|
||
"the PDF is visible on the quotation the in the *customer portal* under the "
|
||
":guilabel:`Documents` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
|
||
msgid ""
|
||
"Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191
|
||
msgid ""
|
||
"Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to "
|
||
":guilabel:`Show on product page` on the front-end (in the online store)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:195
|
||
msgid ""
|
||
"When the :guilabel:`Show on product page` option is enabled, a link to the "
|
||
"uploaded document, `Sample Builder.pdf`, appears on the product's page, "
|
||
"located on the frontend in the online store."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:198
|
||
msgid ""
|
||
"It appears beneath a :guilabel:`Documents` heading, with a link showcasing "
|
||
"the name of the uploaded document."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0
|
||
msgid ""
|
||
"Showing a link to an uploaded document on a product page using Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206
|
||
msgid "PDF quote"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:208
|
||
msgid ""
|
||
"Once a quote with a pre-configured PDF has been confirmed, Odoo provides the"
|
||
" option to print the confirmed quote to check for errors, or to keep for "
|
||
"records."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:211
|
||
msgid ""
|
||
"To print the PDF quote, navigate to the confirmed quote, and click the "
|
||
":guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down "
|
||
"menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1
|
||
msgid ""
|
||
"Print pdf quote option on drop-down menu located on confirmed sales order in"
|
||
" Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:219
|
||
msgid ""
|
||
"Doing so instantly downloads the PDF quote. When opened, the PDF quote, "
|
||
"along with the configured product PDF that was set to be visible inside the "
|
||
"quote, can be viewed and printed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223
|
||
msgid ""
|
||
"Download these :download:`PDF quote builder examples "
|
||
"<pdf_quote_builder/pdfquotebuilderexamples.zip>` for added reference."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3
|
||
msgid "Quotation templates"
|
||
msgstr "报价模板"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5
|
||
msgid ""
|
||
"In Odoo *Sales*, salespeople have the ability to create reusable quotation "
|
||
"templates for common products or services that the business offers."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:8
|
||
msgid ""
|
||
"By using these templates, quotations can be tailored and sent to customers "
|
||
"at a much faster pace, without having to create new quotations from scratch "
|
||
"every time a sales negotiation occurs."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:16
|
||
msgid ""
|
||
"Begin by activating the setting in :menuselection:`Sales app --> "
|
||
"Configuration --> Settings`, and scroll to the :guilabel:`Quotations \\& "
|
||
"Orders` heading."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19
|
||
msgid ""
|
||
"In that section, check the box beside the :guilabel:`Quotation Templates` "
|
||
"option. Doing so reveals a new :guilabel:`Default Template` field, in which "
|
||
"a default quotation template can be chosen from a drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "How to enable quotation templates on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:27
|
||
msgid ""
|
||
"Also, upon activating the :guilabel:`Quotation Template` feature, an "
|
||
"internal :guilabel:`➡️ Quotation Templates` link appears beneath the "
|
||
":guilabel:`Default Template` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:30
|
||
msgid ""
|
||
"Clicking that link reveals the :guilabel:`Quotation Templates` page, from "
|
||
"which templates can be created, viewed, and edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:33
|
||
msgid ""
|
||
"Before leaving the :guilabel:`Settings` page, don't forget to click the "
|
||
":guilabel:`Save` button to save all changes made during the session."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37
|
||
msgid "Create quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39
|
||
msgid ""
|
||
"Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` "
|
||
"page, or navigate to :menuselection:`Sales app --> Configuration --> "
|
||
"Quotation Templates`. Both options reveal the :guilabel:`Quotation "
|
||
"Templates` page, where quotation templates can be created, viewed, and "
|
||
"edited."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Quotation templates page in the Odoo Sales application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47
|
||
msgid ""
|
||
"To create a new quotation template, click the :guilabel:`New` button, "
|
||
"located in the upper-left corner. Doing so reveals a blank quotation "
|
||
"template form that can be customized in a number of ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Create a new quotation template on Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:54
|
||
msgid ""
|
||
"Start by entering a name for the template in the :guilabel:`Quotation "
|
||
"Template` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56
|
||
msgid ""
|
||
"Then, in the :guilabel:`Quotation expires after` field, designate how many "
|
||
"days the quotation template will remain valid for, or leave the field on the"
|
||
" default `0` to keep the template valid indefinitely."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60
|
||
msgid ""
|
||
"If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` "
|
||
"features are activated in the :guilabel:`Settings` (:menuselection:`Sales "
|
||
"app --> Configuration --> Settings`), those options are available in the "
|
||
":guilabel:`Online confirmation` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64
|
||
msgid ""
|
||
"In the :guilabel:`Online confirmation` field, check the box beside "
|
||
":guilabel:`Signature` to request an online signature from the customer to "
|
||
"confirm an order. Check the box beside :guilabel:`Payment` to request an "
|
||
"online payment from the customer to confirm an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68
|
||
msgid ""
|
||
"Both options can be enabled simultaneously, in which case the customer must "
|
||
"provide **both** a signature **and** a payment to confirm an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71
|
||
msgid ""
|
||
"Next, in the :guilabel:`Confirmation Mail` field, click the blank field to "
|
||
"reveal a drop-down menu. From the drop-down menu, select a pre-configured "
|
||
"email template to be sent to customers upon confirmation of an order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76
|
||
msgid ""
|
||
"To create a new email template directly from the :guilabel:`Confirmation "
|
||
"Mail` field, start typing the name of the new email template in the field, "
|
||
"and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from"
|
||
" the drop-down menu that appears."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80
|
||
msgid ""
|
||
"Selecting :guilabel:`Create` creates the email template, which can be edited"
|
||
" later. Selecting :guilabel:`Create and edit...` creates the email template,"
|
||
" and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which "
|
||
"the email template can be customized and configured right away."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid ""
|
||
"Create confirmation mail pop-up window from the quotation template form in "
|
||
"Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89
|
||
msgid ""
|
||
"When all modifications are complete, click :guilabel:`Save \\& Close` to "
|
||
"save the email template and return to the quotation form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92
|
||
msgid ""
|
||
"If working in a multi-company environment, use the :guilabel:`Company` field"
|
||
" to designate to which company this quotation template applies."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95
|
||
msgid ""
|
||
"In the :guilabel:`Recurrence` field, choose from a variety of pre-configured"
|
||
" amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to "
|
||
"designate how often this quotation template should occur."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100
|
||
msgid ""
|
||
"The :guilabel:`Recurrence` field **only** applies to subscription plans. For"
|
||
" more information, check out the documentation on "
|
||
":doc:`../../subscriptions/plans`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104
|
||
msgid "Lines tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106
|
||
msgid ""
|
||
"In the :guilabel:`Lines` tab, products can be added to the quotation "
|
||
"template by clicking :guilabel:`Add a product`, organized by clicking "
|
||
":guilabel:`Add a section` (and dragging/dropping section headers), and "
|
||
"further explained with discretionary information (such as warranty details, "
|
||
"terms, etc.) by clicking :guilabel:`Add a note`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Populated lines tab on a quotation template form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115
|
||
msgid ""
|
||
"To add a product to a quotation template, click :guilabel:`Add a product` in"
|
||
" the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a "
|
||
"blank field in the :guilabel:`Product` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118
|
||
msgid ""
|
||
"When clicked, a drop-down menu with existing products in the database "
|
||
"appear. Select the desired product from the drop-down menu to add it to the "
|
||
"quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122
|
||
msgid ""
|
||
"If the desired product isn't readily visible, type the name of the desired "
|
||
"product in the :guilabel:`Product` field, and the option appears in the "
|
||
"drop-down menu. Products can also be found by clicking :guilabel:`Search "
|
||
"More...` from the drop-down menu."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127
|
||
msgid ""
|
||
"When a product is added to a quotation template, the default "
|
||
":guilabel:`Quantity` is `1`, but that can be edited at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130
|
||
msgid ""
|
||
"Then, drag-and-drop the product to the desired position, via the "
|
||
":guilabel:`six squares` icon, located to the left of each line item."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133
|
||
msgid ""
|
||
"To add a *section*, which serves as a header to organize the lines of a "
|
||
"sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. "
|
||
"When clicked, a blank field appears, in which the desired name of the "
|
||
"section can be typed. When the name has been entered, click away to secure "
|
||
"the section name."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138
|
||
msgid ""
|
||
"Then, drag-and-drop the section name to the desired position, via the "
|
||
":guilabel:`six squares` icon, located to the left of each line item."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141
|
||
msgid ""
|
||
"To add a note, which would appear as a piece of text for the customer on the"
|
||
" quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When "
|
||
"clicked, a blank field appears, in which the desired note can be typed. When"
|
||
" the note has been entered, click away to secure the note."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145
|
||
msgid ""
|
||
"Then, drag-and-drop the note to the desired position, via the :guilabel:`six"
|
||
" squares` icon."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147
|
||
msgid ""
|
||
"To delete any line item from the :guilabel:`Lines` tab (product, section, "
|
||
"and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right "
|
||
"side of the line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151
|
||
msgid "Optional Products tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153
|
||
msgid ""
|
||
"The use of *optional products* is a marketing strategy that involves the "
|
||
"cross-selling of products along with a core product. The aim is to offer "
|
||
"useful and related products to customers, which may result in an increased "
|
||
"sale."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161
|
||
msgid ""
|
||
"Optional products appear as a section on the bottom of sales orders and "
|
||
"eCommerce pages. Customers can immediately add them to their online sales "
|
||
"orders themselves, if desired."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Optional products appearing on a typical sales order with Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168
|
||
msgid ""
|
||
"In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each "
|
||
"cross-selling product related to the original items in the :guilabel:`Lines`"
|
||
" tab, if applicable. The products added here ideally complement the original"
|
||
" offering as added value for the prospective buyer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Populated optional products tab on a quotation template in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176
|
||
msgid ""
|
||
"Clicking :guilabel:`Add a line` reveals a blank field in the "
|
||
":guilabel:`Product` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185
|
||
msgid "Optional products are **not** required to create a quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188
|
||
msgid "Terms \\& Conditions tab"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190
|
||
msgid ""
|
||
"The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add "
|
||
"terms and conditions to the quotation template. To add terms and conditions,"
|
||
" simply type (or copy/paste) the desired terms and conditions in this tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Terms and conditions tab in a quotation template form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199
|
||
msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202
|
||
msgid ""
|
||
"Terms and conditions are **not** required to create a quotation template."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205
|
||
msgid "Design quotation templates"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207
|
||
msgid ""
|
||
"In the upper-left corner of the quotation template form, there's a "
|
||
":guilabel:`Design Template` button."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid ""
|
||
"Design template button in the upper-left corner of quotation template form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214
|
||
msgid ""
|
||
"When clicked, Odoo reveals a preview of the quotation template, through the "
|
||
"Odoo *Website* application, as it will appear on the front-end of the "
|
||
"website to the customer."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218
|
||
msgid ""
|
||
"This feature is **only** available if the *Website* application is "
|
||
"installed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220
|
||
msgid ""
|
||
"Odoo uses numerous blue placeholder blocks to signify where certain elements"
|
||
" appear, and what they contain (e.g. :guilabel:`Template Header`, "
|
||
":guilabel:`Product`)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223
|
||
msgid ""
|
||
"To edit the content, appearance, and overall design of the quotation "
|
||
"template via the *Website* application, click the :guilabel:`Edit` button in"
|
||
" the upper-right corner."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid ""
|
||
"Design template edit button in the upper-right corner of quotation template "
|
||
"design."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230
|
||
msgid ""
|
||
"When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a "
|
||
"variety of design elements and feature-rich building blocks. These building "
|
||
"blocks can be dragged-and-dropped anywhere on the quotation template design."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Design quotation template building blocks sidebar in Odoo Website."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238
|
||
msgid ""
|
||
"After a block has been dropped in the desired position, it can be customized"
|
||
" and configured to fit any unique need, look, or style."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242
|
||
msgid ""
|
||
"Quotation template design uses the same methodology and functionality with "
|
||
"design building blocks as a typical web page design with Odoo *Website*. Be "
|
||
"sure to check out the :doc:`../../../websites/website` documentation to "
|
||
"learn more."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246
|
||
msgid ""
|
||
"When all blocks and customizations are complete, click the :guilabel:`Save` "
|
||
"button to put those configurations into place."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249
|
||
msgid ""
|
||
"There is also a blue banner at the top of the quotation template design with"
|
||
" a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo "
|
||
"returns to the quotation template form in the back-end of the *Sales* "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254
|
||
msgid "Use quotation templates"
|
||
msgstr "使用报价模板"
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256
|
||
msgid ""
|
||
"When creating a quotation (:menuselection:`Sales app --> New`), choose a "
|
||
"pre-configured template in the :guilabel:`Quotation Template` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Quotation templates field on a standard quotation form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263
|
||
msgid ""
|
||
"To view what the customer will see, click the :guilabel:`Preview` button at "
|
||
"the top of the page to see how the quotation template appears on the front-"
|
||
"end of the website through Odoo's customer portal."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1
|
||
msgid "Customer preview of a quotation template in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:5
|
||
msgid "Subscriptions"
|
||
msgstr "订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:7
|
||
msgid ""
|
||
"Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new "
|
||
"contracts <subscriptions/quotations>`, :doc:`upsell customers "
|
||
"</applications/sales/subscriptions/upselling>`, keep the churn under "
|
||
"control, and :doc:`generate reports "
|
||
"</applications/sales/subscriptions/reports>` on the main :abbr:`KPIs (Key "
|
||
"Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, "
|
||
":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:15
|
||
msgid ""
|
||
"`Odoo Tutorials: Subscriptions "
|
||
"<https://www.odoo.com/slides/subscription-20>`_"
|
||
msgstr "`Odoo 教程: 订阅 <https://www.odoo.com/slides/subscription-20>`_"
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:16
|
||
msgid ":doc:`/applications/sales/subscriptions/products`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:17
|
||
msgid ":doc:`/applications/sales/subscriptions/ecommerce`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:18
|
||
msgid ":doc:`/applications/sales/subscriptions/plans`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:19
|
||
msgid ":doc:`/applications/sales/subscriptions/upselling`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:20
|
||
msgid ":doc:`/applications/sales/subscriptions/renewals`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:21
|
||
msgid ":doc:`/applications/sales/subscriptions/closing`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:22
|
||
msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:23
|
||
msgid ":doc:`/applications/sales/subscriptions/reports`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:28
|
||
msgid "Subscription quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:31
|
||
msgid "Sales orders with a defined recurrence become subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:33
|
||
msgid ""
|
||
"To create a new subscription, click on :guilabel:`New` from the "
|
||
"*Subscription* or the :doc:`Sales </applications/sales>` app. You can "
|
||
"either:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:36
|
||
msgid ""
|
||
"Select a :doc:`subscription plan </applications/sales/subscriptions/plans>` "
|
||
"to prefill the quotation instantly, or"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:38
|
||
msgid ""
|
||
"Fill out the quotation normally, making sure to select a recurrence and an "
|
||
"end date if necessary and adding :doc:`recurrent products "
|
||
"</applications/sales/subscriptions/products>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:42
|
||
msgid ""
|
||
"You can define different invoice and delivery addresses by enabling the "
|
||
":doc:`Customer Addresses "
|
||
"</applications/finance/accounting/customer_invoices/customer_addresses>` "
|
||
"feature."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:48
|
||
msgid "Confirmation"
|
||
msgstr "确认"
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:50
|
||
msgid ""
|
||
"Send the quotation to the customer for confirmation by clicking on "
|
||
":guilabel:`Send by email`, or confirm it immediately by clicking on "
|
||
":guilabel:`Confirm`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:54
|
||
msgid ""
|
||
"Click on :guilabel:`Customer Preview` to preview the customer portal where "
|
||
"the customer can view their quotation, sign and pay it, and communicate with"
|
||
" you."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:60
|
||
msgid "Automatic payments"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:62
|
||
msgid ""
|
||
"You can require the customer to set an automatic payment method and pre-pay "
|
||
"the subscription's first occurrence before they can confirm their quotation."
|
||
" To do so, go to the :guilabel:`Other Info` tab of the quotation and check "
|
||
"the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:67
|
||
msgid ""
|
||
"If you leave :guilabel:`Payment` unchecked, the customer doesn't have to "
|
||
"pre-pay to start the subscription. This means that the payment is not "
|
||
"automatic and that the customer must pay each invoice manually."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions.rst:72
|
||
msgid ""
|
||
"If the online confirmation requires a pre-payment, your customer can select "
|
||
"only the :ref:`payment providers <payment_providers/supported_providers>` "
|
||
"that have the :ref:`tokenization feature "
|
||
"<payment_providers/features/tokenization>`. This ensures that the customer "
|
||
"is automatically charged at each new period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3
|
||
msgid "Automatic alerts"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5
|
||
msgid ""
|
||
"Now that your subscriptions are up and running, you want to stay up-to-date "
|
||
"with your customers. Some automation would be appreciated since you would "
|
||
"not want to go through the list of all your subscribers to check how things "
|
||
"are going. This is what the *Automatic Alerts* feature is for."
|
||
msgstr ""
|
||
"现在您的订阅已经启动并运行，您希望与客户保持最新信息。如果您不想查看所有订阅者的列表来检查进展情况，请使用一些自动化功能。这就是*自动警报*功能的用途。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9
|
||
msgid ""
|
||
"For example, when customers subscribe to your magazine, you would probably "
|
||
"want to send them an email to welcome them and express your gratitude. Or, "
|
||
"if the satisfaction rate of your customers drops below 50%, you would "
|
||
"probably want to schedule a call with them to understand the reasons for "
|
||
"their dissatisfaction."
|
||
msgstr ""
|
||
"例如，当客户订阅您的杂志时，您可能希望向他们发送电子邮件，欢迎他们并表达您的感激之情。或者，如果您的客户满意度下降到50%以下，您可能希望安排与他们的通话，以了解他们不满意的原因。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:14
|
||
msgid ""
|
||
"With **Odoo Subscriptions**, you can set automatic emails, create a \"Call\""
|
||
" task for one of your salespeople so that he/she can try to understand your "
|
||
"customer's dissatisfaction, and finally, why not automatically send "
|
||
"satisfaction surveys so customers can evaluate your services? All of that is"
|
||
" now possible."
|
||
msgstr ""
|
||
"使用**Odoo订阅**，您可以设置自动电子邮件，为您的一位销售人员创建“通话”任务，以便他/她可以尝试了解客户的不满，最后，为什么不自动发送满意度调查，以便客户可以评估您的服务？所有这些现在都是可能的。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:20
|
||
msgid "Create a new automatic alert"
|
||
msgstr "创建新的自动警报"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:22
|
||
msgid ""
|
||
"The following example shows how to create a new automatic alert to send "
|
||
"satisfaction surveys to your customers, by email, after one month of "
|
||
"subscription. To do so, go to :menuselection:`Subscriptions --> "
|
||
"Configuration --> Alerts`, and create a new alert."
|
||
msgstr ""
|
||
"以下示例显示了如何创建新的自动警报，以便在订阅一个月后通过电子邮件向客户发送满意度调查。为此，请转至：菜单选择：`订阅-->配置-->警报`，然后创建新警报。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
||
msgid "New automatic alert in Odoo Subscriptions"
|
||
msgstr "Odoo订阅中的全新自动提醒"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30
|
||
msgid ""
|
||
"On the *Apply on* section, first give the alert a name. Then, you can choose"
|
||
" to apply this alert on a subscription template, on a specific customer, or "
|
||
"even on a specific product. If you want to add more specifications, you can "
|
||
"also specify the value of your MRR, the change rate of your MRR over a "
|
||
"certain period of time, the value of the satisfaction rate, and even the "
|
||
"stage to which you want to apply this alert."
|
||
msgstr ""
|
||
"在*应用于*部分，首先为警报命名。然后，您可以选择将此警报应用于订阅模板、特定客户甚至特定产品。如果要添加更多规格，还可以指定MRR的值、特定时间段内MRR的变化率、满意度的值，甚至是要应用此警报的阶段。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:37
|
||
msgid ""
|
||
"In this example, the alert is applied to a specific product, and the stage "
|
||
"goes from *Undefined* to *In Progress*."
|
||
msgstr "在本例中，警报应用于特定产品，阶段从*未定义*到*正在进行*。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:40
|
||
msgid ""
|
||
"For the *Action* section, specify the *Action* and the *Trigger on*. If the "
|
||
"*Trigger on* is set to *Modification*, the action is triggered every time "
|
||
"there is a change or anything added to the subscription, and all the "
|
||
"conditions on the *Apply on* section are met. Now, if the *Trigger on* is "
|
||
"set to *Timed condition*, it means that the action is triggered based on the"
|
||
" type of *Trigger date*. After that, you can choose your *Action*. You have "
|
||
"the choice between *Create next activity*, *Set a tag on the subscription*, "
|
||
"*Set a stage on the subscription*, *Mark as To Renew*, *Send an email to the"
|
||
" customer* and *Send an SMS Text Message to the customer*."
|
||
msgstr ""
|
||
"对于*Action*部分，指定*Action*和*上的*触发器。如果*触发器打开*设置为*修改*，则每次订阅中有更改或添加任何内容时都会触发该操作，并且满足*应用打开*部分的所有条件。现在，如果*触发器打开*设置为*定时条件*，则表示动作是根据*触发器日期*的类型触发的。之后，你可以选择你的“动作”。您可以选择*创建下一个活动*、*在订阅上设置标记*、*在订阅上设置阶段*、*标记为续订*、*向客户发送电子邮件*和*向客户发送短信*。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:50
|
||
msgid ""
|
||
"In the example above, the *Trigger on* is set to *Timed condition*, "
|
||
"therefore, a *Trigger date* and *Delay after trigger* need to be specified. "
|
||
"And because the *Send an email to the customer* action was adopted, an "
|
||
"*Email template* can be chosen."
|
||
msgstr ""
|
||
"在上例中，*触发器开启*设置为*定时条件*，因此需要指定*触发日期*和*触发后延迟*。由于采用了*向客户发送电子邮件*操作，因此可以选择*电子邮件模板*。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54
|
||
msgid ""
|
||
"As a result, this alert will send a rating survey after one month, to the "
|
||
"customers who have purchased that specific product. The survey will appear "
|
||
"in the chatter of your respective subscription."
|
||
msgstr "因此，此警报将在一个月后向购买该特定产品的客户发送评级调查。调查将出现在您各自订阅的聊天记录中。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
||
msgid "Satisfaction survey in Odoo Subscriptions"
|
||
msgstr "Odoo订阅满意度调查"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:63
|
||
msgid "Modify an existing automatic alert"
|
||
msgstr "修改现有自动警报"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:65
|
||
msgid ""
|
||
"By default, Odoo suggests you an automatic alert called *Take action on less"
|
||
" satisfied clients*."
|
||
msgstr "默认情况下，Odoo建议您发送一个名为*对不太满意的客户采取行动*的自动警报。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1
|
||
msgid "Modify an existing automatic alert in Odoo Subscriptions"
|
||
msgstr "修改Odoo订阅中的现有自动提醒"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:71
|
||
msgid ""
|
||
"This alert is applied to the *Rating Satisfaction* of your customers, and "
|
||
"the action is triggered on *Timed condition*. If their satisfaction rate is "
|
||
"lower than 50%, a salesperson contacts the customer. This action is "
|
||
"automatically assigned to the salesperson who manages the subscription, and "
|
||
"the due date is 5 days after the triggering of this action. This alert "
|
||
"ensures that your clients are happy and that you are taking actions if they "
|
||
"are not. It helps to keep your customer retention rates very high."
|
||
msgstr ""
|
||
"此警报适用于客户的*评级满意度*，并在*定时条件*下触发该操作。如果他们的满意度低于50%，销售人员会联系客户。此操作自动分配给管理订阅的销售人员，到期日为触发此操作后的5天。此警报可确保您的客户满意，如果他们不满意，您也会采取行动。这有助于保持您的客户保留率非常高。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:79
|
||
msgid ""
|
||
"By editing the alert, you can modify the *Apply on*, the *Action* and "
|
||
"*Activity* sections, and adapt them to your own needs."
|
||
msgstr "通过编辑警报，您可以修改*应用于*、*操作*和*活动*部分，并根据自己的需要进行调整。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:105
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:80
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:120
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:83
|
||
msgid ":doc:`../subscriptions`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:106
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:81
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:121
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:84
|
||
msgid ":doc:`plans`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:107
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:82
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:122
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:85
|
||
msgid ":doc:`products`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:3
|
||
msgid "Close a subscription"
|
||
msgstr "关闭订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:5
|
||
msgid ""
|
||
"Losing a customer is always difficult, especially if you put a lot of effort"
|
||
" into getting them to sign up for your products/services. However, many "
|
||
"companies come up with dubious methods to reduce the probability of this "
|
||
"happening."
|
||
msgstr "失去客户总是很困难的，尤其是如果你花了很多精力让他们注册你的产品/服务。然而，许多公司提出了一些可疑的方法来降低这种情况发生的可能性。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:14
|
||
msgid ""
|
||
"If you adopt such methods, you are among companies that actively and "
|
||
"indirectly spread the phobia of subscriptions, who do not think about how "
|
||
"negatively dissatisfied customers could impact their business and, who "
|
||
"frustrate the customers in a way or another. However, at some point, it is "
|
||
"understandable that you do not want your customers to be involved in your "
|
||
"subscription status."
|
||
msgstr ""
|
||
"如果你采用这种方法，你就是那些积极和间接传播订阅恐惧症的公司之一，他们不会考虑不满意的客户会对他们的业务产生多大的负面影响，他们会以某种方式挫败客户。然而，在某些情况下，您不希望您的客户参与您的订阅状态是可以理解的。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:19
|
||
msgid ""
|
||
"If you do not adopt such methods, you are among companies that continue to "
|
||
"evolve in a long-term subscription business model, especially in an era of "
|
||
"ultra-fast communications between dissatisfied customers, and who retain "
|
||
"their customers by making it easier for them to leave if they want to. By "
|
||
"giving them the opportunity to close their own subscriptions, your customers"
|
||
" do not feel trapped because they subscribed to your products/services."
|
||
msgstr ""
|
||
"如果你不采取这样的方法，你就是那些继续发展长期订阅业务模式的公司之一，尤其是在不满意的客户之间进行超高速通信的时代，他们通过让客户更容易离开来留住他们的客户，如果他们想离开的话。通过给他们关闭自己订阅的机会，您的客户不会因为订阅了您的产品/服务而感到受困。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:25
|
||
msgid ""
|
||
"In summary, the **Odoo Subscriptions** application gives you the "
|
||
"**possibility to choose what you want to apply**. Indeed, you can decide "
|
||
"whether to give your customers the option to close their subscriptions "
|
||
"whenever they want to or to restrict this possibility. It depends on you and"
|
||
" we will show you how to do that in our amazing application."
|
||
msgstr ""
|
||
"总之，**Odoo订阅 **用程序使您可以 **择要应用的内** "
|
||
"。事实上，您可以决定是让您的客户在任何时候都可以选择关闭订阅，还是限制这种可能性。这取决于你，我们将在我们令人惊叹的应用程序中向你展示如何做到这一点。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:33
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Configuration --> Subscription "
|
||
"templates`. From there, you can create a new *Subscription template* or "
|
||
"modify an existing one. When editing your template, underneath the Invoicing"
|
||
" tab, you have the possibility to activate the option *Closable by "
|
||
"customer*. Once enabled, this option gives your customers the right to close"
|
||
" their own subscriptions."
|
||
msgstr ""
|
||
"转到：菜单选择：`订阅-->配置-->订阅模板`。从那里，您可以创建新的*订阅模板*或修改现有模板。编辑模板时，在“开票”选项卡下，您可以激活选项“可由客户关闭”。启用此选项后，您的客户有权关闭自己的订阅。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid "Configuration to close your subscription with Odoo Subscriptions"
|
||
msgstr "关闭Odoo订阅的配置"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:43
|
||
msgid ""
|
||
"Be sure to check out our documentation on how to :doc:`Use subscription "
|
||
"templates <plans>` to fully understand the importance of this feature in a "
|
||
"basic flow using the **Odoo Subscriptions** application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:49
|
||
msgid "Close your first subscription"
|
||
msgstr "关闭第一个订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:52
|
||
msgid "Administrator view"
|
||
msgstr "管理员视图"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:54
|
||
msgid ""
|
||
"Once confirmed, a quotation becomes a sales order and a new subscription is "
|
||
"automatically created. Therefore, this subscription has the status *In "
|
||
"progress*. From there, you have the possibility to close the subscription."
|
||
msgstr "一旦确认，报价单将成为销售订单，并自动创建新的订阅。因此，此订阅的状态为*进行中*。从那里，您可以关闭订阅。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"Close your subscription from an administration point of view with Odoo "
|
||
"Subscriptions"
|
||
msgstr "在Odoo订阅中以管理身份关闭订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:62
|
||
msgid ""
|
||
"By using the smart button *Close*, you have to enter a close reason. For "
|
||
"example, \"Subscription too expensive\", \"Subscription does not meet my "
|
||
"requirements\", \"Subscription reached its end date\", etc. Immediately "
|
||
"after confirming your close reason, you can observe that the status of the "
|
||
"subscription is now *Closed* and that the close reason is mentioned on the "
|
||
"subscription."
|
||
msgstr ""
|
||
"通过使用智能按钮*关闭*，您必须输入关闭原因。例如，“订阅太贵”、“订阅不符合我的要求”、“订阅已到结束日期”等。在确认关闭原因后，您可以立即观察到订阅的状态现在为*关闭*，并且订阅中提到了关闭原因。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid "What happens when you close your subscription with Odoo Subscriptions?"
|
||
msgstr "您关闭Odoo订阅后会发生什么？"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:72
|
||
msgid "Customer view"
|
||
msgstr "客户视图"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:74
|
||
msgid ""
|
||
"As previously explained in the *Administrator view* part, from the "
|
||
"subscription form, you also have the possibility to visualize what your "
|
||
"customers see when managing their subscriptions thanks to the *Customer "
|
||
"preview* button. In this example, the customer has the choice to close "
|
||
"his/her subscription whenever he/she wants to, due to the *Close "
|
||
"Subscription* button."
|
||
msgstr ""
|
||
"如前所述，在*管理员视图*部分中，通过*客户预览*按钮，您还可以从订阅表单中可视化客户在管理其订阅时看到的内容。在本例中，由于*关闭订阅*按钮，客户可以随时选择关闭其订阅。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"Close your subscription from a customer point of view with Odoo "
|
||
"Subscriptions"
|
||
msgstr "在Odoo订阅中以客户身份关闭订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:83
|
||
msgid ""
|
||
"By using this button, the customer can specify the reason for cancelling "
|
||
"his/her subscription and he/she can even leave a message."
|
||
msgstr "通过使用此按钮，客户可以指定取消订阅的原因，甚至可以留言。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"What happens when customers close their subscription with Odoo "
|
||
"Subscriptions?"
|
||
msgstr "客户关闭Odoo订阅后会发生什么？"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:90
|
||
msgid ""
|
||
"By confirming the cancellation, the customer is redirected to his/her "
|
||
"portal. The administrator is informed of this modification. Indeed, the "
|
||
"status of the subscription becomes *Closed* and a note appears in the "
|
||
"chatter with the new stage, the end date, the close reason, and the closing "
|
||
"text added by the customer."
|
||
msgstr ""
|
||
"通过确认取消，客户将被重定向到其门户。将此修改通知管理员。事实上，订阅的状态变为*关闭*，聊天记录中会出现一条注释，其中包含新阶段、结束日期、关闭原因和客户添加的关闭文本。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst-1
|
||
msgid ""
|
||
"What happens when customers close their subscription in Odoo Subscriptions?"
|
||
msgstr "客户关闭Odoo订阅后会发生什么？"
|
||
|
||
#: ../../content/applications/sales/subscriptions/closing.rst:100
|
||
msgid ""
|
||
"Before closing a subscription, check out our documentation on how to "
|
||
":doc:`Create a quotation using subscription products <../subscriptions>` to "
|
||
"understand how subscriptions are managed in the **Odoo Subscriptions** "
|
||
"application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:3
|
||
msgid "Use subscriptions in the eCommerce shop"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:5
|
||
msgid ""
|
||
"Subscription products can be sold in the Odoo *eCommerce* shop just like "
|
||
"regular sales products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:7
|
||
msgid ""
|
||
"However, by default, the eCommerce product page only displays the shortest "
|
||
"recurrence period listed in the :guilabel:`Time-based pricing` tab of the "
|
||
"product form. For example, if a subscription product has *monthly* and "
|
||
"*yearly* recurrence periods configured, then only the monthly price appears "
|
||
"on the eCommerce page for that product by default."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:12
|
||
msgid ""
|
||
"To add more recurrence periods to the eCommerce product page, create a "
|
||
"*product variant* for each recurrence period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:16
|
||
msgid ""
|
||
":doc:`Configure subscription products "
|
||
"</applications/sales/subscriptions/products>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:17
|
||
msgid ""
|
||
":doc:`Product variants "
|
||
"</applications/sales/sales/products_prices/products/variants>`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:20
|
||
msgid "Create recurrence periods as product variants"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:22
|
||
msgid ""
|
||
"To set up each recurrence period as a product variant, go to "
|
||
":menuselection:`Subscriptions --> Subscriptions --> Products` and select a "
|
||
"product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add "
|
||
"a line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:26
|
||
msgid ""
|
||
"Create an :guilabel:`Attribute` called `Billing Period` (or something "
|
||
"similar) by typing in the name and clicking :guilabel:`Create`. This "
|
||
"attribute name appears as the option heading on the product page of the "
|
||
"eCommerce shop."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:30
|
||
msgid ""
|
||
"Next, create :guilabel:`Values` that correspond to the recurrence periods "
|
||
"that are configured in the :guilabel:`Time-based pricing` tab of the product"
|
||
" form. Type in the name of the recurrence period, then click "
|
||
":guilabel:`Create`. These value names appear as selectable options on the "
|
||
"product page of the eCommerce shop."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
||
msgid ""
|
||
"Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n"
|
||
"the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:40
|
||
msgid ""
|
||
"Click on the :guilabel:`☁️ (cloud)` icon at the top of the page to save "
|
||
"manually. After saving, a :guilabel:`Product Variants` column appears on the"
|
||
" :guilabel:`Time-based pricing` tab. Assign the product variants to their "
|
||
"corresponding recurrence periods and prices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
||
msgid "Product variants on the \"Time-based pricing\" tab of the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst:48
|
||
msgid ""
|
||
"The product variants are now available for selection on the eCommerce "
|
||
"product page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/ecommerce.rst-1
|
||
msgid ""
|
||
"Recurrence periods configured as product variants on the eCommerce product "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:3
|
||
msgid "Subscription plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:5
|
||
msgid ""
|
||
"*Subscription plans* are :doc:`quotation templates "
|
||
"</applications/sales/sales/send_quotations/quote_template>` used to "
|
||
"preconfigure quotations with subscription products. Use subscription plans "
|
||
"to quickly create subscription orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:10
|
||
msgid "Configure subscription plans"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:12
|
||
msgid ""
|
||
"To configure subscription plans, go to :menuselection:`Subscriptions --> "
|
||
"Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, "
|
||
"or select an existing plan to edit it."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:15
|
||
msgid ""
|
||
"Since the Odoo *Subscriptions* app is integrated closely with the *Sales* "
|
||
"app, subscription plans use the same form as quotation templates."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||
msgid "Subscription plan (quotation template) configuration form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:22
|
||
msgid "The subscription plan form contains the following options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:24
|
||
msgid ""
|
||
":guilabel:`Name`: Enter a name for the subscription plan at the top of the "
|
||
"page."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:25
|
||
msgid ""
|
||
":guilabel:`Quotation expires after`: Enter the number of days after which "
|
||
"the quotation expires, starting from the day the quotation is sent to the "
|
||
"customer. Leave this field at zero for the quotation to never expire."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||
msgid ""
|
||
":guilabel:`Online Confirmation`: Check the boxes next to "
|
||
":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to "
|
||
"confirm their subscription order by signing or paying for the quotation. "
|
||
"Enable both to leave the choice to the customer. Enable neither to only "
|
||
"confirm the quotation in the backend."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:32
|
||
msgid ""
|
||
":guilabel:`Confirmation Mail`: Select an :doc:`email template "
|
||
"</applications/general/email_communication/email_template>` for the "
|
||
"confirmation email that is automatically sent to the customer after the "
|
||
"quotation is confirmed. Leave this field blank to send nothing."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||
msgid ""
|
||
"To create a new email template, enter a name for the template, then click "
|
||
":guilabel:`Create and edit`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||
msgid ""
|
||
"To edit an existing email template, select one from the drop-down menu, then"
|
||
" click on the :guilabel:`Internal link` arrow at the end of the line."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||
msgid ""
|
||
":guilabel:`Recurrence`: Select the recurrence period used for the plan. The "
|
||
"recurrence periods available here are the same ones that are configured in "
|
||
":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:46
|
||
msgid ""
|
||
"Selecting a :guilabel:`Recurrence` turns the quotation template into a "
|
||
"subscription plan and enables the following additional options:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:49
|
||
msgid ""
|
||
":guilabel:`Duration`: Choose whether the subscription plan has no end date "
|
||
"(:guilabel:`Forever`) or a :guilabel:`Fixed` duration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:52
|
||
msgid ""
|
||
"If the duration is :guilabel:`Forever`, then the subscription plan will "
|
||
"continually renew until either the customer or the company manually ends the"
|
||
" subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:54
|
||
msgid ""
|
||
"If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` "
|
||
"date, which determines the amount of time after which the subscription will "
|
||
"automatically end."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:57
|
||
msgid ""
|
||
":guilabel:`Self Closable`: Check this box to enable the customer to "
|
||
"terminate their subscription from the :doc:`customer portal "
|
||
"</applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:60
|
||
msgid ""
|
||
":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*"
|
||
" subscriptions *past* the due date are automatically closed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:62
|
||
msgid ""
|
||
":guilabel:`Invoicing Journal`: Select the accounting journal in which "
|
||
"invoices for this subscription plan are recorded. Leave this field blank to "
|
||
"use the sales journal with the lowest sequence."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||
msgid "Subscription plan with Recurrence selected."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:70
|
||
msgid ""
|
||
"In the :guilabel:`Lines` tab, create the order lines for the quotation. "
|
||
"Click :guilabel:`Add a product`, select a product to include in the plan, "
|
||
"and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add"
|
||
" as many products as desired to the order lines."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:74
|
||
msgid ""
|
||
"In the :guilabel:`Optional Products` tab, enter any optional products that "
|
||
"the customer can add to their quotation before confirming the order."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:77
|
||
msgid ""
|
||
"If the subscription plan has unique :doc:`terms and conditions "
|
||
"</applications/finance/accounting/customer_invoices/terms_conditions>`, add "
|
||
"them in the :guilabel:`Terms & Conditions` tab. If terms conditions are "
|
||
"specified on a plan, these will be used instead of the default terms and "
|
||
"conditions set up in the *Sales* app settings."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||
msgid "Subscription plan Terms & Conditions tab."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:87
|
||
msgid "Use subscription plans on quotations"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:89
|
||
msgid ""
|
||
"Quotations for subscription products can be created in both the "
|
||
"*Subscriptions* app and the *Sales* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:92
|
||
msgid ""
|
||
"From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to "
|
||
"create a new quotation. Then, select a subscription plan in the "
|
||
":guilabel:`Subscription Plan` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:95
|
||
msgid ""
|
||
"The :guilabel:`Recurrence`, products, and other information from the plan "
|
||
"are automatically filled in. The quotation can then be modified further as "
|
||
"needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:98
|
||
msgid ""
|
||
"From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new "
|
||
"quotation. Then, select a subscription plan in the :guilabel:`Quotation "
|
||
"Template` field."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/plans.rst:101
|
||
msgid ""
|
||
"All subscription orders will appear on the :guilabel:`Subscriptions` "
|
||
"dashboard regardless of whether they were created in the *Subscriptions* app"
|
||
" or the *Sales* app."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:3
|
||
msgid "Subscription products"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:5
|
||
msgid ""
|
||
"By closely integrating with the Odoo *Sales* app, the *Subscriptions* app "
|
||
"enables users to sell subscription products alongside regular sales "
|
||
"products. While regular products are sold on a one-time basis, subscription "
|
||
"products are sold on a renewing basis, generating recurring revenue."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:9
|
||
msgid "In Odoo, subscription products are also called *recurring* products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:12
|
||
msgid "Configure recurrence periods"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:14
|
||
msgid ""
|
||
"To get started with subscriptions, the *recurrence periods* must be properly"
|
||
" configured, as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:16
|
||
msgid ""
|
||
"Recurrence periods are the time periods in which subscriptions renew. They "
|
||
"designate how often the customer pays for (and receives) subscription "
|
||
"products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:19
|
||
msgid ""
|
||
"To configure recurrence periods, go to :menuselection:`Subscriptions app -->"
|
||
" Configuration --> Recurrence periods`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "The recurrence periods page in Odoo Subscriptions application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:26
|
||
msgid ""
|
||
"The *Subscriptions* app comes with some basic recurrence periods already "
|
||
"configured:"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:28
|
||
msgid ":guilabel:`Monthly`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:29
|
||
msgid ":guilabel:`Quarterly`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:30
|
||
msgid ":guilabel:`Weekly`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:31
|
||
msgid ":guilabel:`2 Weeks`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:32
|
||
msgid ":guilabel:`Yearly`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:33
|
||
msgid ":guilabel:`3 Years`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:34
|
||
msgid ":guilabel:`5 Years`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:36
|
||
msgid "New recurrence periods can be added and/or edited at any time."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:38
|
||
msgid ""
|
||
"To create a new recurrence period, click :guilabel:`New` on the "
|
||
":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence "
|
||
"period form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "A recurrence period form in Odoo Subscriptions application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:45
|
||
msgid ""
|
||
"Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the "
|
||
"recurrence period, and select the :guilabel:`Unit` that defines the "
|
||
"duration."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:49
|
||
msgid ""
|
||
"The unit :guilabel:`Days` *cannot* be used as a recurrence period on "
|
||
"subscriptions. The daily recurrence is meant for rentals, and **cannot** be "
|
||
"added on recurring subscription sales orders."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:52
|
||
msgid ""
|
||
"This limitation is there to avoid sales orders that would generate daily "
|
||
"invoices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:55
|
||
msgid "Product form configuration"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:57
|
||
msgid ""
|
||
"To create a new subscription product, navigate to "
|
||
":menuselection:`Subscriptions app --> Products --> Products`, and click "
|
||
":guilabel:`New`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:60
|
||
msgid ""
|
||
"Doing so reveals a blank product form, which can be configured and "
|
||
"customized in a number of ways."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:63
|
||
msgid ""
|
||
"By default, the :guilabel:`Recurring` option is already enabled, prompting "
|
||
"Odoo to recognize it as a subscription product. Be sure to leave the "
|
||
":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:67
|
||
msgid ""
|
||
"The :guilabel:`Product Type` field is set to :guilabel:`Service` by default,"
|
||
" as well. However, subscription products *can* be set to other types, if "
|
||
"needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "A basic subscription product form in Odoo Subscriptions application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:75
|
||
msgid "Time-based pricing"
|
||
msgstr "按时间定价"
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:77
|
||
msgid ""
|
||
"Once the desired fields in the :guilabel:`General Information` tab have been"
|
||
" entered, click the :guilabel:`Time-based pricing` tab on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid ""
|
||
"The time-based pricing tab on a subscription product form in Odoo "
|
||
"Subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:84
|
||
msgid ""
|
||
"From here, click :guilabel:`Add a price` to begin defining recurring prices."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:86
|
||
msgid ""
|
||
"In the :guilabel:`Period` column, select a desired recurrence period. In the"
|
||
" :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the "
|
||
":guilabel:`Price` column, enter the price for that recurrence period."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:91
|
||
msgid ""
|
||
":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on "
|
||
"recurring products."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:0
|
||
msgid "The validation error pop-up window that appears in Odoo Subscriptions."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:98
|
||
msgid ""
|
||
"There is *no limit* to how many lines can be added to the :guilabel:`Time-"
|
||
"based pricing` table."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:101
|
||
msgid ""
|
||
"An existing product can be made into a subscription product, simply by "
|
||
"marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based "
|
||
"pricing` on the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:104
|
||
msgid ""
|
||
"A subscription product can still be sold as a regular product, by adding it "
|
||
"to a quotation and *not* selecting a :guilabel:`Recurrence` on the "
|
||
"quotation."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:110
|
||
msgid ""
|
||
":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with"
|
||
" subscription products to give special pricing to customers included in "
|
||
"pricelists."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:113
|
||
msgid ""
|
||
"This can be configured either in the :guilabel:`Time-based pricing` tab of "
|
||
"the product form, or on the pricelist form in the *Sales* application."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:116
|
||
msgid ""
|
||
"To create recurring price rules for specific pricelists in the "
|
||
":guilabel:`Time-based pricing` tab of the product form, select a pricelist "
|
||
"in the :guilabel:`Pricelist` column."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "Pricelists in the \"Time-based pricing\" tab of the product form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:123
|
||
msgid ""
|
||
"When pricelists are added to the :guilabel:`Time-based pricing` tab, the "
|
||
"pricelist form in the *Sales* app is automatically updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:126
|
||
msgid ""
|
||
"Time-based pricing rules can also be configured directly on the pricelist "
|
||
"form."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:128
|
||
msgid ""
|
||
"To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, "
|
||
"and select a pricelist (or click :guilabel:`New` to create a new pricelist)."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:132
|
||
msgid ""
|
||
"Pricelists are also accessible through the Odoo *Subscriptions* app by "
|
||
"following the same menu steps."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:135
|
||
msgid ""
|
||
"Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, "
|
||
"click :guilabel:`Add a line`."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst-1
|
||
msgid "The time-based rules tab on a pricelist form in Odoo Sales."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:142
|
||
msgid ""
|
||
"Then, select a subscription product in the :guilabel:`Products` column, and "
|
||
"select a recurrence period in the :guilabel:`Period` column. Lastly, enter a"
|
||
" :guilabel:`Price` for that particular product and period. Add as many lines"
|
||
" as needed."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:146
|
||
msgid ""
|
||
"When :guilabel:`Time-based rules` are added to the pricelist form, the "
|
||
":guilabel:`Time-based pricing` tab of the product form is automatically "
|
||
"updated."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/products.rst:150
|
||
msgid ":doc:`ecommerce`"
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:3
|
||
msgid "Renew a subscription"
|
||
msgstr "续订"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:5
|
||
msgid ""
|
||
"The key feature of a subscription business model is the recurring nature of "
|
||
"payments. In this model, customers pay a recurring amount in exchange for "
|
||
"access to a product or a service."
|
||
msgstr "订阅业务模式的关键特征是支付的重复性。在这种模式中，客户支付一笔经常性金额，以换取对产品或服务的访问。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:14
|
||
msgid ""
|
||
"Each subscriber experiences this renewal process monthly, annually, or "
|
||
"sometimes more, depending on the duration of the contract. Most subscription"
|
||
" companies choose to automate their renewal processes but, in some cases, "
|
||
"manual subscription renewals are still the preferred option."
|
||
msgstr "根据合同期限，每个订阅者每月、每年或有时更多地经历此续订过程。大多数订阅公司选择自动更新流程，但在某些情况下，手动更新订阅仍然是首选。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:18
|
||
msgid ""
|
||
"With **Odoo Subscriptions**, you can have all your subscriptions in one "
|
||
"application, suggest an automatic subscription renewal to your customers (as"
|
||
" well as a manual one) and, finally, filter all your subscriptions and "
|
||
"easily find those to renew (with the help of the tag *To renew*)."
|
||
msgstr ""
|
||
"使** Odoo订** "
|
||
"，您可以在一个应用程序中拥有所有订阅，向客户建议自动订阅续订（以及手动续订），最后，过滤所有订阅，轻松找到要续订的订阅（借助标记*to renew*）。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:23
|
||
msgid "Renew your first subscription"
|
||
msgstr "续订您的首次订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:25
|
||
msgid ""
|
||
"Before renewing a subscription, be sure to check out our documentation on "
|
||
"how to :doc:`Create a quotation <../subscriptions>` using subscription "
|
||
"products. Indeed, once confirmed, a quotation becomes a sales order and a "
|
||
"new subscription is automatically created. Therefore, this subscription has "
|
||
"the status *In progress*. From there, you have the possibility to renew the "
|
||
"subscription. In the Other Info tab, underneath the To Renew section, you "
|
||
"can activate the *To renew* option. When activated, a yellow tag "
|
||
"automatically appears in the upper right corner of the subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
||
msgid "Renew your subscription with Odoo Subscriptions"
|
||
msgstr "续订Odoo订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:38
|
||
msgid ""
|
||
"The *To renew* tag is automatically ticked when a payment fails. This "
|
||
"indicator also appears on the customer portal. To visualize that, you just "
|
||
"have to click on the *Customer preview* button. The tag *To renew* appears "
|
||
"on the top right corner."
|
||
msgstr "付款失败时，自动勾选*续订*标签。此指示器也显示在客户门户上。要将其可视化，只需单击“客户预览”按钮。要续订的标签*出现在右上角。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:0
|
||
msgid "Customer preview of a renewal with Odoo Subscriptions"
|
||
msgstr "Odoo订阅续订客户预览"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:46
|
||
msgid ""
|
||
"When a subscription needs to be renewed, you have the possibility to use a "
|
||
"new button called *Renewal quotation*. By clicking on it, a new quotation is"
|
||
" created. From there, start a basic sales flow allowing you to send the "
|
||
"quotation by email to your customers or to confirm it. It is better to first"
|
||
" *Send by email* the quotation to your customers in order to have their "
|
||
"confirmation and, then, *Confirm* it in **Odoo Sales**."
|
||
msgstr ""
|
||
"当需要续订时，您可以使用名为“续订报价”的新按钮。点击它，创建一个新的报价单。从那里开始，开始一个基本的销售流程，允许您通过电子邮件将报价发送给客户或进行确认。最好先*通过电子邮件*将报价发送给客户，以获得他们的确认，然后**"
|
||
" Odoo 销售 ***确认*。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:53
|
||
msgid ""
|
||
"In the Chatter of this new quotation, it is mentioned that \"This renewal "
|
||
"order has been created from the previous subscription\". Once confirmed by "
|
||
"your customers, this quotation becomes a sales order and a new sale is "
|
||
"mentioned in the upper right corner of the subscription."
|
||
msgstr ""
|
||
"在这个新报价的聊天中，提到“这个续订订单是从以前的订阅中创建的”。一旦您的客户确认，此报价将成为销售订单，并且在订阅的右上角会提到新的销售。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:0
|
||
msgid "Renew a quotation with Odoo Subscriptions"
|
||
msgstr "Odoo订阅续订报价"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:61
|
||
msgid ""
|
||
"By clicking on the *Sales* button, you have a summary of your sales orders "
|
||
"in a list view. The only difference between your two quotations is the "
|
||
"description underneath the *Subscription Management* category. There, you "
|
||
"can easily visualize which one is your renewal."
|
||
msgstr ""
|
||
"单击*销售*按钮，您可以在列表视图中看到销售订单的摘要。您的两个报价之间的唯一区别是“订阅管理”类别下的描述。在那里，你可以很容易地想象哪一个是你的更新。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:0
|
||
msgid "Renewal as Subscription Management form in Odoo Subscriptions"
|
||
msgstr "Odoo订阅续订的订阅管理表"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:70
|
||
msgid "Visualize your subscriptions to renew"
|
||
msgstr "可视化订阅以续订"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst:72
|
||
msgid ""
|
||
"Finally, if you want to visualize all your subscriptions and easily find "
|
||
"those to renew, you can go to your *Subscriptions dashboard* and use the "
|
||
"filter *To renew*."
|
||
msgstr "最后，如果您想可视化所有订阅并轻松找到要续订的订阅，可以转到“订阅”仪表板*并使用过滤器*续订*。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/renewals.rst-1
|
||
msgid ""
|
||
"List view of all subscriptions and use of the filter to renew in Odoo "
|
||
"Subscriptions"
|
||
msgstr "订阅列表和使用Odoo订阅续订筛选器的视图"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:3
|
||
msgid "Reports"
|
||
msgstr "报告"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:5
|
||
msgid ""
|
||
"As we know, understanding how our business is going, and where it is going, "
|
||
"is key to success. And particularly so when we offer subscription services "
|
||
"or products."
|
||
msgstr "正如我们所知，了解我们的业务如何发展以及发展方向是成功的关键。尤其是当我们提供订阅服务或产品时。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:8
|
||
msgid ""
|
||
"Before getting to the heart of the matter, it is very important to recall "
|
||
"certain essential concepts to the proper understanding of the following "
|
||
"reports:"
|
||
msgstr "在深入问题的核心之前，回顾某些基本概念以正确理解以下报告非常重要："
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:11
|
||
msgid ""
|
||
"**Monthly Recurring Revenue (MRR)**: MRR is arguably the most important "
|
||
"metric for subscription businesses. It shows the monthly revenue earned with"
|
||
" subscription-based products or services. It is a consistent number used to "
|
||
"track all recurring revenue over time, in monthly increments."
|
||
msgstr ""
|
||
" "
|
||
"**度经常性收入（MRR）**：MRR可以说是订阅业务最重要的指标。它显示了基于订阅的产品或服务的月度收入。它是一个一致的数字，用于跟踪一段时间内的所有经常性收入，按月递增。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:15
|
||
msgid ""
|
||
"**Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based "
|
||
"on the current MRR, to estimate the coming year's performance. However, this"
|
||
" estimation does not take variations and growth into account."
|
||
msgstr "**年度运行率（ARR）**：ARR是MRR的年度版本，基于当前MRR，用于估计来年的性能。然而，该估计未考虑变化和增长。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Difference between MRR and ARR in Odoo Subscriptions"
|
||
msgstr "Odoo订阅中MRR和ARR的差别"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:23
|
||
msgid ""
|
||
"**Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything"
|
||
" else than subscription-based products or services. This includes gains of a"
|
||
" rare or unique nature that are unlikely to occur in the ordinary course of "
|
||
"businesses."
|
||
msgstr ""
|
||
" **经常性收入（NRR）**：NRR显示除基于订阅的产品或服务之外的所有产品的收入。这包括在正常业务过程中不太可能发生的罕见或独特性质的收益。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:27
|
||
msgid ""
|
||
"**Customer Retention**: Practices to engage existing customers to continue "
|
||
"buying products or services from your business. Customer retention can be a "
|
||
"challenge, because you must prove you are worthy of your customers' trust."
|
||
msgstr "**客户保留**：吸引现有客户继续从您的企业购买产品或服务的做法。留住客户可能是一个挑战，因为你必须证明自己值得客户的信任。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:31
|
||
msgid ""
|
||
"**Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the "
|
||
"churn rate can be defined, in this case, as the percentage of subscribers "
|
||
"who discontinued their subscriptions within a given time period. We can "
|
||
"distinguish two types of Churn:"
|
||
msgstr ""
|
||
" **失** ：也称为流失率或客户流失率，在这种情况下，流失率可以定义为在给定时间段内停止订阅的订阅者的百分比。我们可以区分两种类型的客户流失："
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:35
|
||
msgid "**Logo Churn**: It corresponds to the subscription cancellation rate."
|
||
msgstr "**Logo 流** ：对应订阅取消率。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:37
|
||
msgid ""
|
||
"**Revenue Churn**: It corresponds to the monthly recurring revenue loss "
|
||
"rate."
|
||
msgstr " **入流** ：对应每月经常性收入损失率。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:40
|
||
msgid "Let's imagine a 2$ increase in a subscription service."
|
||
msgstr "让我们想象一下订阅服务增加2美元。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:42
|
||
msgid ""
|
||
"We lost 3 customers out of the initial 20, which generates a **Logo Churn** "
|
||
"of 15%."
|
||
msgstr "在最初的20个客户中，我们失去了3个客户，这导致了15%的 **标流** 。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:0
|
||
msgid ""
|
||
"Therefore, the 56$ of MRR difference out of the initial 600$ causes a "
|
||
"**Revenue Churn**"
|
||
msgstr "因此，最初600美元的MRR差异中的56美元会导致 **入流** "
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:0
|
||
msgid "of 9,33%."
|
||
msgstr "属于 9,33%."
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:0
|
||
msgid "Difference between logo churn and revenue churn in Odoo Subscriptions"
|
||
msgstr "Odoo订阅中标志流失和收入流失的区别"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:50
|
||
msgid ""
|
||
"Reminder: even though they seem to evolve in the same direction most of the "
|
||
"time, it might not be the case all the time."
|
||
msgstr "提醒：尽管它们大多数时候似乎朝着同一个方向发展，但可能并非总是如此。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:53
|
||
msgid ""
|
||
"**Customer Lifetime Value (CLV)**: Indicates how much revenue can be "
|
||
"expected for a customer during his/her entire contract. This approach "
|
||
"emphasizes the importance of customer retention, shifting our focus from a "
|
||
"quarterly or yearly approach to a long-term one."
|
||
msgstr ""
|
||
" **户终身价值（CLV）**：表示客户在其整个合同期间的预期收入。这种方法强调了保留客户的重要性，将我们的重点从季度或年度方法转移到了长期方法。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:57
|
||
msgid ""
|
||
"Check out the different kinds of reports you can access from the **Odoo "
|
||
"Subscriptions** application."
|
||
msgstr "查看您可以** Odoo订阅 **用程序访问的各种报告。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:61
|
||
msgid "Subscriptions analysis report"
|
||
msgstr "订阅分析报告"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:63
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From "
|
||
"there, you can change the *Measures*. By default, Odoo uses the *Monthly "
|
||
"Recurring Revenue*. In addition to that, you can choose *Quantity*, "
|
||
"*Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example,"
|
||
" *Quantity* is added. This way, you can review both of these measures at the"
|
||
" same time. You can even *Group By Start Date* and, more precisely, by "
|
||
"*Week*, to get a clear view of your report."
|
||
msgstr ""
|
||
"转到：菜单选择：`订阅-->报告-->订阅`。从那里，您可以更改*度量值*。默认情况下，奥多使用*每月经常性收入*。除此之外，您可以选择*数量*、*经常性价格*、*年度经常性收入*和*计数*。在本例中，添加了*数量*。这样，您可以同时查看这两个度量值。你甚至可以*按开始日期*分组，更准确地说，按*周*分组，以清楚地了解你的报告。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Subscriptions analysis report in Odoo Subscriptions"
|
||
msgstr "Odoo订阅中的订阅分析报告"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:74
|
||
msgid "Retention analysis report"
|
||
msgstr "保留分析报告"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:76
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The "
|
||
"default measure applied is *Count*, but you can change to the appropriate "
|
||
"one for you. For the example below, *Monthly Recurring Revenue* was chosen, "
|
||
"and the *Month* periodicity remains intact. By using these criteria, you can"
|
||
" see the progression of the retention from its start."
|
||
msgstr ""
|
||
"转到：菜单选择：`订阅-->报告-->保留`。应用的默认度量值为*总数*，但您可以更改为适合自己的度量值。在下面的例子中，选择了*月经常性收入*，并且*月*周期保持不变。通过使用这些标准，您可以从一开始就看到保留的进展。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Retention analysis report in Odoo Subscriptions"
|
||
msgstr "Odoo订阅中的保留分析报告"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:86
|
||
msgid "Revenue KPIs report"
|
||
msgstr "收入KPI报告"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:88
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From "
|
||
"there, you can check different KPIs: *Monthly Recurring Revenue*, *Net "
|
||
"Revenue*, *Non-Recurring Revenue*, *Revenue per Subscription*, *Annual Run-"
|
||
"Rate*, *Lifetime Value*, and more. You can also filter this information on "
|
||
"subscriptions, companies, and sales teams. This is useful if you are looking"
|
||
" for specific information."
|
||
msgstr ""
|
||
"转到：菜单选择：`订阅-->报告-->收入KPI`。从那里，您可以检查不同的KPI：*每月经常性收入*、*净收入*、*非经常性收入*、*每次订阅的收入*、"
|
||
" **运行率*、*终身价值*，等等。您还可以筛选有关订阅、公司和销售团队的此信息。如果您要查找特定信息，这很有用。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Revenue KPIs report in Odoo Subscriptions"
|
||
msgstr "Odoo订阅中的收入KPI报告"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:98
|
||
msgid ""
|
||
"The example below shows the *Monthly Recurring Revenue* detailed report. At "
|
||
"the moment, there is no data, which is the typical scenario for a new "
|
||
"business. But, as your company grows over the months, these graphs get "
|
||
"populated with more and more data. Once again, you can filter these specific"
|
||
" KPIs on subscriptions, companies, and sales teams."
|
||
msgstr ""
|
||
"下面的示例显示了*月度经常性收入*详细报告。目前，没有数据，这是新业务的典型场景。但是，随着您的公司数月来的增长，这些图表中填充了越来越多的数据。同样，您可以筛选订阅、公司和销售团队的这些特定KPI。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Detailed MRR report in Odoo Subscriptions"
|
||
msgstr "Odoo订阅中的详细MRR报告"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:108
|
||
msgid "Salesperson dashboard report"
|
||
msgstr "销售人员仪表板报告"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst:110
|
||
msgid ""
|
||
"Go to :menuselection:`Subscriptions --> Reporting --> Salesperson "
|
||
"Dashboard`. This page gives you a summary of your *Monthly Recurring "
|
||
"Revenue*, *Non-Recurring Revenue*, *Subscription modifications*, and *Non-"
|
||
"Recurring Invoices* for each of your salespeople. You can choose the period "
|
||
"you want to apply and the salesperson you want to analyze."
|
||
msgstr ""
|
||
"转到：菜单选择：`订阅-->报告-->销售人员仪表板`。本页为您提供每个销售人员的*每月经常性收入*、*非经常性收入*、*订阅修改*和*非经常性开票*的摘要。你可以选择你想要申请的时期和你想要分析的销售人员。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/reports.rst-1
|
||
msgid "Salesperson dashboard report in Odoo Subscriptions"
|
||
msgstr "Odoo订阅中的销售人员仪表板报告"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:3
|
||
msgid "Upsell a subscription"
|
||
msgstr "追加销售订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:5
|
||
msgid ""
|
||
"Subscriptions are recurrent and go on indefinitely. As time passes by, our "
|
||
"customers may want to modify them. We must then be able to adapt the prices "
|
||
"or change the products’ quantities to accommodate their needs. Two "
|
||
"situations can happen:"
|
||
msgstr ""
|
||
"订阅是经常性的，并且无限期地持续下去。随着时间的推移，我们的客户可能希望修改它们。然后，我们必须能够调整价格或改变产品的数量，以满足其需求。可能发生两种情况："
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:9
|
||
msgid ""
|
||
"**Loyal customers:** This kind of customers already trust you as a brand. "
|
||
"Therefore, you are confident regarding what you offer since they keep paying"
|
||
" for your products and services. Consequently, it is easier to sell them "
|
||
"something additional than it would be to a new customer."
|
||
msgstr ""
|
||
" "
|
||
"**诚的客户：*这种客户已经信任你作为一个品牌。因此，你对你提供的产品和服务充满信心，因为他们一直在为你的产品与服务付费。因此，向他们销售额外的东西比向新客户销售更容易。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:14
|
||
msgid ""
|
||
"**New customers:** For this kind of customers, you have to come with "
|
||
"something new, something attractive. What about discounts? Typically, every "
|
||
"subscription ends after a certain given time. Making these types of offers "
|
||
"for new customers strengthens your relationships with them and also "
|
||
"increases their retention."
|
||
msgstr ""
|
||
" "
|
||
"**客户：*对于这类客户，你必须提供一些新的、有吸引力的东西。折扣呢？通常，每个订阅在特定时间后结束。为新客户提供这些类型的服务可以加强您与他们的关系，并提高他们的忠诚度。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:27
|
||
msgid ""
|
||
"As previously explained, to upsell a subscription to new customers, it is "
|
||
"recommended to offer *Discounts*. To activate this option, go to "
|
||
":menuselection:`Sales --> Configuration --> Settings` and, under the "
|
||
"*Pricing* category, you have the possibility to grant discounts on sales "
|
||
"order lines."
|
||
msgstr ""
|
||
"如前所述，要向新客户追加订购，建议提供*折扣*。要激活此选项，请转至：菜单选择：`销售-->配置-->设置`，在*定价*类别下，您可以对销售订单行授予折扣。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "Activation of the discount option in Odoo Sales"
|
||
msgstr "在Odoo销售中激活折扣选项"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:36
|
||
msgid "Upsell your first subscription"
|
||
msgstr "追加销售您的第一个订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:38
|
||
msgid ""
|
||
"Before upselling a subscription, be sure to check out our documentation on "
|
||
"how to :doc:`Create a quotation <../subscriptions>` using subscription "
|
||
"products. Indeed, once confirmed, a quotation becomes a sales order and a "
|
||
"new subscription is automatically created. Therefore, this subscription has "
|
||
"the status *In progress*. From there, you have the possibility to upsell "
|
||
"your subscription."
|
||
msgstr ""
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "Upsell your subscription with Odoo Subscriptions"
|
||
msgstr "升级Odoo订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:48
|
||
msgid ""
|
||
"By using the smart button *Upsell*, you are able to create a new quotation "
|
||
"with new subscription products and send it to your customers for approval."
|
||
msgstr "通过使用智能按钮*追加销售*，您可以使用新的订阅产品创建新报价，并将其发送给客户供其批准。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid ""
|
||
"Add products to your subscription via the upsell option in Odoo "
|
||
"Subscriptions"
|
||
msgstr "通过Odoo订阅中的追加销售选项，将产品添至您的订阅"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:56
|
||
msgid ""
|
||
"When the quotation is confirmed by your customers, the products are added to"
|
||
" the initial subscription. Quotation prices are, then, prorated to the "
|
||
"remaining time of the current invoicing period."
|
||
msgstr "当客户确认报价后，产品将添加到初始订阅中。然后，报价按当前开票期间的剩余时间按比例计算。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:60
|
||
msgid ""
|
||
"Of course, before sending this new quotation to your customers, you can "
|
||
"change the unit price, taxes, and, even the discount you want to offer. The "
|
||
"smart button *Customer preview* is useful for mimicking the customer's "
|
||
"reaction. In this case, we can confidently say that the customer will *Sign "
|
||
"and pay* this new quotation. When it is done, you have to go back in edit "
|
||
"mode, confirm the quotation, and click on the smart button *Subscriptions* "
|
||
"to visualize all updates. From there, you can see that an additional line "
|
||
"has been added to the subscription with the new extra service the customer "
|
||
"wanted to purchase."
|
||
msgstr ""
|
||
"当然，在将此新报价发送给客户之前，您可以更改单价、税费，甚至希望提供的折扣。智能按钮*客户预览*用于模拟客户的反应。在这种情况下，我们可以自信地说，客户将*签署并支付*这一新报价。完成后，您必须返回编辑模式，确认报价，然后单击智能按钮*订阅*以可视化所有更新。从那里，您可以看到，客户想要购买的新额外服务已添加到订阅中。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "Visualize all your subscriptions updates with Odoo Subscriptions"
|
||
msgstr "使用Odoo订阅可视化您的所有订阅更新"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:72
|
||
msgid ""
|
||
"In addition, by clicking on the *Sales* button, you have a summary of your "
|
||
"sales orders in a list view."
|
||
msgstr "此外，单击*销售*按钮，您可以在列表视图中获得销售订单的摘要。"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst-1
|
||
msgid "List view of all sales orders created for a subscription"
|
||
msgstr "为订阅创建的所有销售订单的列表视图"
|
||
|
||
#: ../../content/applications/sales/subscriptions/upselling.rst:79
|
||
msgid ""
|
||
"The only difference between your two sales orders is the description "
|
||
"underneath the *Subscription Management* category. There, you can easily "
|
||
"visualize which one is your upselling."
|
||
msgstr "您的两个销售订单之间的唯一区别是*订阅管理*类别下的描述。在那里，你可以很容易地想象哪一个是你的追加销售。"
|