From 4fc13ed5950c022a1eb08cb2a60887ddeb3e9e8a Mon Sep 17 00:00:00 2001 From: "Tiffany Chang (tic)" Date: Tue, 28 Jan 2025 13:32:08 +0100 Subject: [PATCH] [I18N] *: export latest terms As per usual, leave off developer.pot and contributing.pot since we don't translate them (not useful, can't really contribute to/dev in Odoo without knowing English) closes odoo/documentation#11903 Signed-off-by: Tiffany Chang (tic) --- locale/sources/administration.pot | 113 +- locale/sources/essentials.pot | 336 ++- locale/sources/finance.pot | 3705 ++++++++++++++------------ locale/sources/general.pot | 42 +- locale/sources/inventory_and_mrp.pot | 1368 ++++++---- locale/sources/marketing.pot | 6 +- locale/sources/sales.pot | 1069 ++++++-- locale/sources/services.pot | 991 ++++--- locale/sources/websites.pot | 85 +- 9 files changed, 4656 insertions(+), 3059 deletions(-) diff --git a/locale/sources/administration.pot b/locale/sources/administration.pot index 5ecf36bcab..2c105fe254 100644 --- a/locale/sources/administration.pot +++ b/locale/sources/administration.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-31 16:01+0000\n" +"POT-Creation-Date: 2025-01-28 12:25+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2885,16 +2885,15 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:181 #: ../../content/administration/odoo_sh/getting_started/settings.rst:186 #: ../../content/administration/supported_versions.rst:35 -#: ../../content/administration/supported_versions.rst:36 -#: ../../content/administration/supported_versions.rst:37 #: ../../content/administration/supported_versions.rst:41 -#: ../../content/administration/supported_versions.rst:47 -#: ../../content/administration/supported_versions.rst:53 -#: ../../content/administration/supported_versions.rst:54 -#: ../../content/administration/supported_versions.rst:55 +#: ../../content/administration/supported_versions.rst:42 +#: ../../content/administration/supported_versions.rst:43 #: ../../content/administration/supported_versions.rst:59 #: ../../content/administration/supported_versions.rst:60 #: ../../content/administration/supported_versions.rst:61 +#: ../../content/administration/supported_versions.rst:65 +#: ../../content/administration/supported_versions.rst:66 +#: ../../content/administration/supported_versions.rst:67 msgid "|green|" msgstr "" @@ -4977,123 +4976,137 @@ msgid "End of support" msgstr "" #: ../../content/administration/supported_versions.rst:34 -msgid "**Odoo 18.0**" +msgid "Odoo SaaS 18.1" +msgstr "" + +#: ../../content/administration/supported_versions.rst:36 +#: ../../content/administration/supported_versions.rst:37 +#: ../../content/administration/supported_versions.rst:48 +#: ../../content/administration/supported_versions.rst:49 +#: ../../content/administration/supported_versions.rst:54 +#: ../../content/administration/supported_versions.rst:55 +msgid "N/A" msgstr "" #: ../../content/administration/supported_versions.rst:38 -#: ../../content/administration/supported_versions.rst:69 +msgid "January 2025" +msgstr "" + +#: ../../content/administration/supported_versions.rst:40 +msgid "**Odoo 18.0**" +msgstr "" + +#: ../../content/administration/supported_versions.rst:44 +#: ../../content/administration/supported_versions.rst:51 +#: ../../content/administration/supported_versions.rst:57 +#: ../../content/administration/supported_versions.rst:75 msgid "October 2024" msgstr "" -#: ../../content/administration/supported_versions.rst:39 +#: ../../content/administration/supported_versions.rst:45 msgid "October 2027 (planned)" msgstr "" -#: ../../content/administration/supported_versions.rst:40 +#: ../../content/administration/supported_versions.rst:46 msgid "Odoo SaaS 17.4" msgstr "" -#: ../../content/administration/supported_versions.rst:42 -#: ../../content/administration/supported_versions.rst:43 -#: ../../content/administration/supported_versions.rst:48 -#: ../../content/administration/supported_versions.rst:49 -msgid "N/A" +#: ../../content/administration/supported_versions.rst:47 +#: ../../content/administration/supported_versions.rst:53 +#: ../../content/administration/supported_versions.rst:71 +#: ../../content/administration/supported_versions.rst:72 +#: ../../content/administration/supported_versions.rst:73 +#: ../../content/administration/supported_versions.rst:77 +#: ../../content/administration/supported_versions.rst:78 +#: ../../content/administration/supported_versions.rst:79 +#: ../../content/administration/supported_versions.rst:83 +#: ../../content/administration/supported_versions.rst:84 +#: ../../content/administration/supported_versions.rst:85 +msgid "|red|" msgstr "" -#: ../../content/administration/supported_versions.rst:44 +#: ../../content/administration/supported_versions.rst:50 msgid "July 2024" msgstr "" -#: ../../content/administration/supported_versions.rst:46 +#: ../../content/administration/supported_versions.rst:52 msgid "Odoo SaaS 17.2" msgstr "" -#: ../../content/administration/supported_versions.rst:50 +#: ../../content/administration/supported_versions.rst:56 msgid "April 2024" msgstr "" -#: ../../content/administration/supported_versions.rst:52 +#: ../../content/administration/supported_versions.rst:58 msgid "**Odoo 17.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:56 -#: ../../content/administration/supported_versions.rst:75 +#: ../../content/administration/supported_versions.rst:62 +#: ../../content/administration/supported_versions.rst:81 msgid "November 2023" msgstr "" -#: ../../content/administration/supported_versions.rst:57 +#: ../../content/administration/supported_versions.rst:63 msgid "October 2026 (planned)" msgstr "" -#: ../../content/administration/supported_versions.rst:58 +#: ../../content/administration/supported_versions.rst:64 msgid "**Odoo 16.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:62 +#: ../../content/administration/supported_versions.rst:68 msgid "October 2022" msgstr "" -#: ../../content/administration/supported_versions.rst:63 +#: ../../content/administration/supported_versions.rst:69 msgid "October 2025 (planned)" msgstr "" -#: ../../content/administration/supported_versions.rst:64 +#: ../../content/administration/supported_versions.rst:70 msgid "**Odoo 15.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:65 -#: ../../content/administration/supported_versions.rst:66 -#: ../../content/administration/supported_versions.rst:67 -#: ../../content/administration/supported_versions.rst:71 -#: ../../content/administration/supported_versions.rst:72 -#: ../../content/administration/supported_versions.rst:73 -#: ../../content/administration/supported_versions.rst:77 -#: ../../content/administration/supported_versions.rst:78 -#: ../../content/administration/supported_versions.rst:79 -msgid "|red|" -msgstr "" - -#: ../../content/administration/supported_versions.rst:68 +#: ../../content/administration/supported_versions.rst:74 msgid "October 2021" msgstr "" -#: ../../content/administration/supported_versions.rst:70 +#: ../../content/administration/supported_versions.rst:76 msgid "**Odoo 14.0**" msgstr "" -#: ../../content/administration/supported_versions.rst:74 +#: ../../content/administration/supported_versions.rst:80 msgid "October 2020" msgstr "" -#: ../../content/administration/supported_versions.rst:76 +#: ../../content/administration/supported_versions.rst:82 msgid "Older versions" msgstr "" -#: ../../content/administration/supported_versions.rst:80 +#: ../../content/administration/supported_versions.rst:86 msgid "Before 2020" msgstr "" -#: ../../content/administration/supported_versions.rst:81 +#: ../../content/administration/supported_versions.rst:87 msgid "Before 2023" msgstr "" -#: ../../content/administration/supported_versions.rst:83 +#: ../../content/administration/supported_versions.rst:89 msgid "Legend" msgstr "" -#: ../../content/administration/supported_versions.rst:85 +#: ../../content/administration/supported_versions.rst:91 msgid "|green| Supported version" msgstr "" -#: ../../content/administration/supported_versions.rst:87 +#: ../../content/administration/supported_versions.rst:93 msgid "|red| End-of-support" msgstr "" -#: ../../content/administration/supported_versions.rst:89 +#: ../../content/administration/supported_versions.rst:95 msgid "N/A Never released for this platform" msgstr "" -#: ../../content/administration/supported_versions.rst:92 +#: ../../content/administration/supported_versions.rst:98 msgid "Even though we don't support older versions, you can always `upgrade from any version `_." msgstr "" diff --git a/locale/sources/essentials.pot b/locale/sources/essentials.pot index 827a7832bc..c1131c5a8c 100644 --- a/locale/sources/essentials.pot +++ b/locale/sources/essentials.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-02 16:24+0000\n" +"POT-Creation-Date: 2025-01-28 12:25+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -927,59 +927,59 @@ msgstr "" msgid "View of the different things to enable/click to export data." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:34 +#: ../../content/applications/essentials/export_import_data.rst:33 msgid "When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over window appears, with several options for the data to export:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 -msgid "Overview of options to consider when exporting data in Odoo.." +msgid "Overview of options to consider when exporting data in Odoo." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:41 +#: ../../content/applications/essentials/export_import_data.rst:39 msgid "With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system only shows the fields that can be imported. This is helpful in the case where the :ref:`existing records need to be updated `. This works like a filter. Leaving the box unticked, gives many more field options because it shows all the fields, not just the ones that can be imported." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:46 +#: ../../content/applications/essentials/export_import_data.rst:44 msgid "When exporting, there is the option to export in two formats: `.csv` and `.xls`. With `.csv`, items are separated by a comma, while `.xls` holds information about all the worksheets in a file, including both content and formatting." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:49 +#: ../../content/applications/essentials/export_import_data.rst:47 msgid "These are the items that can be exported. Use the :guilabel:`> (right arrow)` icon to display more sub-field options. Use the :guilabel:`Search` bar to find specific fields. To use the :guilabel:`Search` option more efficiently, click on all the :guilabel:`> (right arrows)` to display all fields." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:53 +#: ../../content/applications/essentials/export_import_data.rst:51 msgid "The :guilabel:`+ (plus sign)` icon button is present to add fields to the :guilabel:`Fields to export` list." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:55 +#: ../../content/applications/essentials/export_import_data.rst:53 msgid "The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be used to move the fields up and down, to change the order in which they are displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-down arrow)` icon." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:58 +#: ../../content/applications/essentials/export_import_data.rst:56 msgid "The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the :guilabel:`🗑️ (trash can)` icon to remove the field." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:60 +#: ../../content/applications/essentials/export_import_data.rst:58 msgid "For recurring reports, it is helpful to save export presets. Select all the needed fields, and click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a unique name to the export just created. Click the :guilabel:`💾 (floppy drive)` icon to save the configuration. The next time the same list needs to be exported, select the related template that was previously saved from the drop-down menu." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:67 +#: ../../content/applications/essentials/export_import_data.rst:65 msgid "It is helpful to know the field's external identifier. For example, :guilabel:`Related Company` in the export user interface is equal to *parent_id* (external identifier). This is helpful because then, the only data exported is what should be modified and re-imported." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:74 +#: ../../content/applications/essentials/export_import_data.rst:72 msgid "Import data into Odoo" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:76 +#: ../../content/applications/essentials/export_import_data.rst:74 msgid "Importing data into Odoo is extremely helpful during implementation, or in times where data needs to be :ref:`updated in bulk `. The following documentation covers how to import data into an Odoo database." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:81 +#: ../../content/applications/essentials/export_import_data.rst:79 msgid "Imports are permanent and **cannot** be undone. However, it is possible to use filters (`created on` or `last modified`) to identify records changed or created by the import." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:85 +#: ../../content/applications/essentials/export_import_data.rst:83 msgid "Activating :ref:`developer mode ` changes the visible import settings in the left menu. Doing so reveals an :menuselection:`Advanced` menu. Included in this advanced menu are two options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`." msgstr "" @@ -987,67 +987,87 @@ msgstr "" msgid "Advanced import options when developer mode is activated." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:93 +#: ../../content/applications/essentials/export_import_data.rst:90 msgid "If the model uses openchatter, the :guilabel:`Track history during import` option sets up subscriptions and sends notifications during the import, but leads to a slower import." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:96 +#: ../../content/applications/essentials/export_import_data.rst:93 msgid "Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields within a field are used to match under the :guilabel:`Odoo Field` while importing." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:100 +#: ../../content/applications/essentials/export_import_data.rst:99 msgid "Get started" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:102 +#: ../../content/applications/essentials/export_import_data.rst:101 msgid "Data can be imported on any Odoo business object using either Excel (`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements, journal entries, and orders." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:106 -msgid "Open the view of the object to which the data should be imported/populated, and click on :menuselection:`⚙️ (Action) --> Import records`." +#: ../../content/applications/essentials/export_import_data.rst:105 +msgid "Open the view of the object to which the data should be imported/populated, click the :icon:`fa-cog` (:guilabel:`gear`) icon and select :guilabel:`Import records`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:-1 msgid "Action menu revealed with the import records option highlighted." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:113 -msgid "After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be downloaded and populated with the company's own data. Such templates can be imported in one click, since the data mapping is already done. To download a template click :guilabel:`Import Template for Customers` at the center of the page." +#: ../../content/applications/essentials/export_import_data.rst:111 +msgid "Click :icon:`fa-download`:guilabel:`Import Template for Customers` at the center of the page to download a :ref:`template ` and populate it with the company's own data. Such templates can be imported in one click since the data mapping is already preconfigured." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:116 +msgid "To upload the downloaded template or your own file, follow the next steps:" +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:118 +msgid "Click :guilabel:`Upload Data File` and select the desired file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:119 -msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting` options. These options do **not** appear when importing the proprietary Excel file type (`.xls`, `.xlsx`)." +msgid "Adjust the :guilabel:`Formatting` options as needed (for CSV files only)." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:120 +msgid "Ensure all data in the :guilabel:`File Column` is correctly mapped to the appropriate :guilabel:`Odoo Field` and free of errors." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:122 +msgid "(Optional) Click :guilabel:`Load Data File` to reload the same file or upload a different one." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:0 -msgid "Formatting options presented when a CVS file is imported in Odoo." +#: ../../content/applications/essentials/export_import_data.rst:123 +msgid "Click :guilabel:`Test` to verify that the data is valid." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:124 +msgid "Click :guilabel:`Import`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:127 -msgid "Make necessary adjustments to the *Formatting* options, and ensure all columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free of errors. Finally, click :guilabel:`Import` to import the data." +msgid "The :guilabel:`Formatting` options do **not** appear when importing the proprietary Excel file type (i.e., `.xls` or `.xlsx`)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:132 +#: ../../content/applications/essentials/export_import_data.rst:133 msgid "Adapt a template" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:134 +#: ../../content/applications/essentials/export_import_data.rst:135 msgid "Import templates are provided in the import tool of the most common data to import (contacts, products, bank statements, etc.). Open them with any spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, etc.)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:138 +#: ../../content/applications/essentials/export_import_data.rst:139 msgid "Once the template is downloaded, proceed to follow these steps:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:140 +#: ../../content/applications/essentials/export_import_data.rst:141 msgid "Add, remove, and sort columns to best fit the data structure." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:141 +#: ../../content/applications/essentials/export_import_data.rst:142 msgid "It is strongly advised to **not** remove the :guilabel:`External ID` (ID) column (see why in the next section)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:143 +#: ../../content/applications/essentials/export_import_data.rst:144 msgid "Set a unique ID to every record by dragging down the ID sequencing in the :guilabel:`External ID` (ID) column." msgstr "" @@ -1063,63 +1083,63 @@ msgstr "" msgid "Drop-down menu expanded in the initial import screen on Odoo." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:159 +#: ../../content/applications/essentials/export_import_data.rst:158 msgid "Then, use this field's label in the import file to ensure future imports are successful." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:162 +#: ../../content/applications/essentials/export_import_data.rst:161 msgid "Another useful way to find out the proper column names to import is to export a sample file using the fields that should be imported. This way, if there is not a sample import template, the names are accurate." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:170 +#: ../../content/applications/essentials/export_import_data.rst:169 msgid "Import from another application" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:172 +#: ../../content/applications/essentials/export_import_data.rst:171 msgid "The :guilabel:`External ID` (ID) is a unique identifier for the line item. Feel free to use one from previous software to facilitate the transition to Odoo." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:175 +#: ../../content/applications/essentials/export_import_data.rst:174 msgid "Setting an ID is not mandatory when importing, but it helps in many cases:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:177 +#: ../../content/applications/essentials/export_import_data.rst:176 msgid ":ref:`Update imports `: import the same file several times without creating duplicates." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:179 +#: ../../content/applications/essentials/export_import_data.rst:178 msgid ":ref:`Import relation fields `." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:181 +#: ../../content/applications/essentials/export_import_data.rst:180 msgid "To recreate relationships between different records, the unique identifier from the original application should be used to map it to the :guilabel:`External ID` (ID) column in Odoo." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:184 +#: ../../content/applications/essentials/export_import_data.rst:183 msgid "When another record is imported that links to the first one, use **XXX/ID** (XXX/External ID) for the original unique identifier. This record can also be found using its name." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:188 +#: ../../content/applications/essentials/export_import_data.rst:187 msgid "It should be noted that conflicts occur if two (or more) records have the same *External ID*." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:191 +#: ../../content/applications/essentials/export_import_data.rst:190 msgid "Field missing to map column" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:193 +#: ../../content/applications/essentials/export_import_data.rst:192 msgid "Odoo heuristically tries to find the type of field for each column inside the imported file, based on the first ten lines of the files." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:196 +#: ../../content/applications/essentials/export_import_data.rst:195 msgid "For example, if there is a column only containing numbers, only the fields with the *integer* type are presented as options." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:199 +#: ../../content/applications/essentials/export_import_data.rst:198 msgid "While this behavior might be beneficial in most cases, it is also possible that it could fail, or the column may be mapped to a field that is not proposed by default." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:202 +#: ../../content/applications/essentials/export_import_data.rst:201 msgid "If this happens, check the :guilabel:`Show fields of relation fields (advanced) option`, then a complete list of fields becomes available for each column." msgstr "" @@ -1127,359 +1147,403 @@ msgstr "" msgid "Searching for the field to match the tax column." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:210 +#: ../../content/applications/essentials/export_import_data.rst:208 msgid "Change data import format" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:213 +#: ../../content/applications/essentials/export_import_data.rst:211 msgid "Odoo can automatically detect if a column is a date, and tries to guess the date format from a set of most commonly used date formats. While this process can work for many date formats, some date formats are not recognizable. This can cause confusion, due to day-month inversions; it is difficult to guess which part of a date format is the day, and which part is the month, in a date, such as `01-03-2016`." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:219 +#: ../../content/applications/essentials/export_import_data.rst:217 msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting` options." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:222 +#: ../../content/applications/essentials/export_import_data.rst:220 msgid "To view which date format Odoo has found from the file, check the :guilabel:`Date Format` that is shown when clicking on options under the file selector. If this format is incorrect, change it to the preferred format using *ISO 8601* to define the format." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:227 +#: ../../content/applications/essentials/export_import_data.rst:225 msgid "*ISO 8601* is an international standard, covering the worldwide exchange, along with the communication of date and time-related data. For example, the date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it should be written as `1981-07-24`." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:232 +#: ../../content/applications/essentials/export_import_data.rst:230 msgid "When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to store dates. This maintains locale date formats for display, regardless of how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-separated Values)` file, use Odoo's :guilabel:`Formatting` section to select the date format columns to import." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:238 +#: ../../content/applications/essentials/export_import_data.rst:236 msgid "Import numbers with currency signs" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:240 +#: ../../content/applications/essentials/export_import_data.rst:238 msgid "Odoo fully supports numbers with parenthesis to represent negative signs, as well as numbers with currency signs attached to them. Odoo also automatically detects which thousand/decimal separator is used. If a currency symbol unknown to Odoo is used, it might not be recognized as a number, and the import crashes." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:246 +#: ../../content/applications/essentials/export_import_data.rst:244 msgid "When importing a :abbr:`CSV (Comma-separated Values)` file, the :guilabel:`Formatting` menu appears on the left-hand column. Under these options, the :guilabel:`Thousands Separator` can be changed." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:250 +#: ../../content/applications/essentials/export_import_data.rst:248 msgid "Examples of supported numbers (using 'thirty-two thousand' as the figure):" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:252 +#: ../../content/applications/essentials/export_import_data.rst:250 msgid "32.000,00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:253 +#: ../../content/applications/essentials/export_import_data.rst:251 msgid "32000,00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:254 +#: ../../content/applications/essentials/export_import_data.rst:252 msgid "32,000.00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:255 +#: ../../content/applications/essentials/export_import_data.rst:253 msgid "-32000.00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:256 +#: ../../content/applications/essentials/export_import_data.rst:254 msgid "(32000.00)" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:257 +#: ../../content/applications/essentials/export_import_data.rst:255 msgid "$ 32.000,00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:258 +#: ../../content/applications/essentials/export_import_data.rst:256 msgid "(32000.00 €)" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:260 +#: ../../content/applications/essentials/export_import_data.rst:258 msgid "Example that will not work:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:262 +#: ../../content/applications/essentials/export_import_data.rst:260 msgid "ABC 32.000,00" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:263 +#: ../../content/applications/essentials/export_import_data.rst:261 msgid "$ (32.000,00)" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:266 +#: ../../content/applications/essentials/export_import_data.rst:264 msgid "A :guilabel:`() (parenthesis)` around the number indicates that the number is a negative value. The currency symbol **must** be placed within the parenthesis for Odoo to recognize it as a negative currency value." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:271 +#: ../../content/applications/essentials/export_import_data.rst:269 msgid "Import preview table not displayed correctly" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:273 +#: ../../content/applications/essentials/export_import_data.rst:271 msgid "By default, the import preview is set on commas as field separators, and quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated Values)` file does not have these settings, modify the :guilabel:`Formatting` options (displayed under the :guilabel:`Import` :abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV (Comma-separated Values)` file)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:279 +#: ../../content/applications/essentials/export_import_data.rst:277 msgid "If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a separator, Odoo does **not** detect the separations. The file format options need to be modified in the spreadsheet application. See the following :ref:`Change CSV file format ` section." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:287 +#: ../../content/applications/essentials/export_import_data.rst:285 msgid "Change CSV file format in spreadsheet application" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:289 +#: ../../content/applications/essentials/export_import_data.rst:287 msgid "When editing and saving :abbr:`CSV (Comma-separated Values)` files in spreadsheet applications, the computer's regional settings are applied for the separator and delimiter. Odoo suggests using *OpenOffice* or *LibreOffice*, as both applications allow modifications of all three options (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box --> Check the box 'Edit filter settings' --> Save`)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:295 +#: ../../content/applications/essentials/export_import_data.rst:293 msgid "Microsoft Excel can modify the encoding when saving (:menuselection:`'Save As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:299 +#: ../../content/applications/essentials/export_import_data.rst:297 msgid "Difference between Database ID and External ID" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:301 +#: ../../content/applications/essentials/export_import_data.rst:299 msgid "Some fields define a relationship with another object. For example, the country of a contact is a link to a record of the 'Country' object. When such fields are imported, Odoo has to recreate links between the different records. To help import such fields, Odoo provides three mechanisms." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:306 +#: ../../content/applications/essentials/export_import_data.rst:304 msgid "**Only one** mechanism should be used per field that is imported." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:308 +#: ../../content/applications/essentials/export_import_data.rst:306 msgid "For example, to reference the country of a contact, Odoo proposes three different fields to import:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:310 +#: ../../content/applications/essentials/export_import_data.rst:308 msgid ":guilabel:`Country`: the name or code of the country" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:311 +#: ../../content/applications/essentials/export_import_data.rst:309 msgid ":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by the ID PostgreSQL column" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:313 +#: ../../content/applications/essentials/export_import_data.rst:311 msgid ":guilabel:`Country/External ID`: the ID of this record referenced in another application (or the `.XML` file that imported it)" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:316 +#: ../../content/applications/essentials/export_import_data.rst:314 msgid "For the country of Belgium, for example, use one of these three ways to import:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:318 +#: ../../content/applications/essentials/export_import_data.rst:316 msgid ":guilabel:`Country`: `Belgium`" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:319 +#: ../../content/applications/essentials/export_import_data.rst:317 msgid ":guilabel:`Country/Database ID`: `21`" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:320 +#: ../../content/applications/essentials/export_import_data.rst:318 msgid ":guilabel:`Country/External ID`: `base.be`" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:322 +#: ../../content/applications/essentials/export_import_data.rst:320 msgid "According to the company's need, use one of these three ways to reference records in relations. Here is an example when one or the other should be used, according to the need:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:325 +#: ../../content/applications/essentials/export_import_data.rst:323 msgid "Use :guilabel:`Country`: this is the easiest way when data comes from :abbr:`CSV (Comma-separated Values)` files that have been created manually." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:327 +#: ../../content/applications/essentials/export_import_data.rst:325 msgid "Use :guilabel:`Country/Database ID`: this should rarely be used. It is mostly used by developers as the main advantage is to never have conflicts (there may be several records with the same name, but they always have a unique Database ID)" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:330 +#: ../../content/applications/essentials/export_import_data.rst:328 msgid "Use :guilabel:`Country/External ID`: use *External ID* when importing data from a third-party application." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:333 +#: ../../content/applications/essentials/export_import_data.rst:331 msgid "When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` files with the :guilabel:`External ID` (ID) column defining the *External ID* of each record that is imported. Then, a reference can be made to that record with columns, like `Field/External ID`. The following two :abbr:`CSV (Comma-separated Values)` files provide an example for products and their categories." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:338 +#: ../../content/applications/essentials/export_import_data.rst:336 msgid ":download:`CSV file for categories `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:340 +#: ../../content/applications/essentials/export_import_data.rst:338 msgid ":download:`CSV file for Products `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:346 +#: ../../content/applications/essentials/export_import_data.rst:344 msgid "Import relation fields" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:348 +#: ../../content/applications/essentials/export_import_data.rst:346 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, the records of the related object need to be imported first, from their own list menu." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:352 +#: ../../content/applications/essentials/export_import_data.rst:350 msgid "This can be achieved by using either the name of the related record, or its ID, depending on the circumstances. The ID is expected when two records have the same name. In such a case add `/ ID` at the end of the column title (e.g. for product attributes: `Product Attributes / Attribute / ID`)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:357 +#: ../../content/applications/essentials/export_import_data.rst:355 msgid "Options for multiple matches on fields" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:359 +#: ../../content/applications/essentials/export_import_data.rst:357 msgid "If, for example, there are two product categories with the child name `Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the validation is halted, but the data may still be imported. However, Odoo recommends that the data is not imported because it will all be linked to the first `Sellable` category found in the *Product Category* list (`Misc. Products/Sellable`). Odoo, instead, recommends modifying one of the duplicate's values, or the product category hierarchy." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:366 +#: ../../content/applications/essentials/export_import_data.rst:364 msgid "However, if the company does not wish to change the configuration of product categories, Odoo recommends making use of the *External ID* for this field, 'Category'." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:370 +#: ../../content/applications/essentials/export_import_data.rst:368 msgid "Import many2many relationship fields" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:372 +#: ../../content/applications/essentials/export_import_data.rst:370 msgid "The tags should be separated by a comma, without any spacing. For example, if a customer needs to be linked to both tags: `Manufacturer` and `Retailer` then 'Manufacturer,Retailer' needs to be encoded in the same column of the :abbr:`CSV (Comma-separated Values)` file." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:376 +#: ../../content/applications/essentials/export_import_data.rst:374 msgid ":download:`CSV file for Manufacturer, Retailer `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:379 +#: ../../content/applications/essentials/export_import_data.rst:377 msgid "Import one2many relationships" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:381 +#: ../../content/applications/essentials/export_import_data.rst:379 msgid "If a company wants to import a sales order with several order lines, a specific row **must** be reserved in the :abbr:`CSV (Comma-separated Values)` file for each order line. The first order line is imported on the same row as the information relative to order. Any additional lines need an additional row that does not have any information in the fields relative to the order." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:386 +#: ../../content/applications/essentials/export_import_data.rst:384 msgid "As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some quotations that can be imported, based on demo data:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:389 +#: ../../content/applications/essentials/export_import_data.rst:387 msgid ":download:`File for some Quotations `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:392 +#: ../../content/applications/essentials/export_import_data.rst:390 msgid "The following :abbr:`CSV (Comma-separated Values)` file shows how to import purchase orders with their respective purchase order lines:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:395 +#: ../../content/applications/essentials/export_import_data.rst:393 msgid ":download:`Purchase orders with their respective purchase order lines `" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:398 +#: ../../content/applications/essentials/export_import_data.rst:396 msgid "The following :abbr:`CSV (Comma-separated Values)` file shows how to import customers and their respective contacts:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:401 +#: ../../content/applications/essentials/export_import_data.rst:399 msgid ":download:`Customers and their respective contacts `" msgstr "" +#: ../../content/applications/essentials/export_import_data.rst:403 +msgid "Import image files" +msgstr "" + #: ../../content/applications/essentials/export_import_data.rst:405 +msgid "To import image files along with the :ref:`uploaded ` CSV or Excel file, follow the next steps:" +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:408 +msgid "Add the image file names to the relevant :guilabel:`Image` column in the data file." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:409 +msgid ":ref:`Upload the data file ` or reload it by clicking :guilabel:`Load Data File`." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:411 +msgid "Click :guilabel:`Upload your files` under the :guilabel:`Files to import` section." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:412 +msgid "Select the relevant image files. The number of files selected appears next to the button." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:413 +msgid "Click :guilabel:`Test` to verify that all data is valid." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:414 +msgid "Click :guilabel:`Import`. During the import process, Odoo performs a file check to automatically link the uploaded images to the imported data file. If there is no match, the data file is imported without any image." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:419 +msgid "The :guilabel:`Files to import` section is enabled if your product template has an :guilabel:`Image` column with all fields populated." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:421 +msgid "The image file names in the data file must correspond to the uploaded image files." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:422 +msgid "When importing a large number of images, you can specify the maximum batch size in megabytes and set a delay to prevent the system from becoming overloaded. To do so, :doc:`enable the developer mode <../general/developer_mode>` and fill in the :guilabel:`Max size per batch` and the :guilabel:`Delay after each batch` fields in the :guilabel:`Files to import` section. By default, the delay meets the RPC/API call limit defined in the `Odoo Cloud - Acceptable Use Policy `_." +msgstr "" + +#: ../../content/applications/essentials/export_import_data.rst:430 msgid "Import records several times" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:407 +#: ../../content/applications/essentials/export_import_data.rst:432 msgid "If an imported file contains one of the columns: :guilabel:`External ID` or :guilabel:`Database ID`, records that have already been imported are modified, instead of being created. This is extremely useful as it allows users to import the same :abbr:`CSV (Comma-separated Values)` file several times, while having made some changes in between two imports." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:412 +#: ../../content/applications/essentials/export_import_data.rst:437 msgid "Odoo takes care of creating or modifying each record, depending if it is new or not." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:414 +#: ../../content/applications/essentials/export_import_data.rst:439 msgid "This feature allows a company to use the *Import/Export tool* in Odoo to modify a batch of records in a spreadsheet application." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:418 +#: ../../content/applications/essentials/export_import_data.rst:443 msgid "Value not provided for a specific field" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:420 +#: ../../content/applications/essentials/export_import_data.rst:445 msgid "If all fields are not set in the CSV file, Odoo assigns the default value for every non-defined field. But, if fields are set with empty values in the :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the field, instead of assigning the default value." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:425 +#: ../../content/applications/essentials/export_import_data.rst:450 msgid "Export/import different tables from an SQL application to Odoo" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:427 +#: ../../content/applications/essentials/export_import_data.rst:452 msgid "If data needs to be imported from different tables, relations need to be recreated between records belonging to different tables. For instance, if companies and people are imported, the link between each person and the company they work for needs to be recreated." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:431 +#: ../../content/applications/essentials/export_import_data.rst:456 msgid "To manage relations between tables, use the `External ID` facilities of Odoo. The `External ID` of a record is the unique identifier of this record in another application. The `External ID` must be unique across all records of all objects. It is a good practice to prefix this `External ID` with the name of the application or table. (like, 'company_1', 'person_1' - instead of '1')" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:436 +#: ../../content/applications/essentials/export_import_data.rst:461 msgid "As an example, suppose there is an SQL database with two tables that are to be imported: companies and people. Each person belongs to one company, so the link between a person and the company they work for must be recreated." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:440 +#: ../../content/applications/essentials/export_import_data.rst:465 msgid "Test this example, with a :download:`sample of a PostgreSQL database `." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:443 +#: ../../content/applications/essentials/export_import_data.rst:468 msgid "First, export all companies and their *External ID*. In PSQL, write the following command:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:449 +#: ../../content/applications/essentials/export_import_data.rst:474 msgid "This SQL command creates the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:458 +#: ../../content/applications/essentials/export_import_data.rst:483 msgid "To create the :abbr:`CSV (Comma-separated Values)` file for people linked to companies, use the following SQL command in PSQL:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:465 +#: ../../content/applications/essentials/export_import_data.rst:490 msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:475 +#: ../../content/applications/essentials/export_import_data.rst:500 msgid "In this file, Fabien and Laurence are working for the Bigees company (`company_1`), and Eric is working for the Organi company. The relation between people and companies is done using the *External ID* of the companies. The *External ID* is prefixed by the name of the table to avoid a conflict of ID between people and companies (`person_1` and `company_1`, who shared the same ID 1 in the original database)." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:481 +#: ../../content/applications/essentials/export_import_data.rst:506 msgid "The two files produced are ready to be imported in Odoo without any modifications. After having imported these two :abbr:`CSV (Comma-separated Values)` files, there are four contacts and three companies (the first two contacts are linked to the first company). Keep in mind to first import the companies, and then the people." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:489 +#: ../../content/applications/essentials/export_import_data.rst:514 msgid "Update data in Odoo" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:491 +#: ../../content/applications/essentials/export_import_data.rst:516 msgid "Existing data can be updated in bulk through a data import, as long as the :ref:`External ID ` remains consistent." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:495 +#: ../../content/applications/essentials/export_import_data.rst:520 msgid "Prepare data export" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:497 +#: ../../content/applications/essentials/export_import_data.rst:522 msgid "To update data through an import, first navigate to the data to be updated, and select the |list| to activate list view. On the far-left side of the list, tick the checkbox for any record to be updated. Then, click |actions|, and select :icon:`fa-upload` :guilabel:`Export` from the drop-down menu." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:502 +#: ../../content/applications/essentials/export_import_data.rst:527 msgid "On the resulting :guilabel:`Export Data` pop-up window, tick the checkbox labeled, :guilabel:`I want to update data (import-compatible export)`. This automatically includes the *External ID* in the export. Additionally, it limits the :guilabel:`Fields to export` list to **only** include fields that are able to be imported." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:508 +#: ../../content/applications/essentials/export_import_data.rst:533 msgid "The :guilabel:`External ID` field does **not** appear in the :guilabel:`Fields to export` list unless it is manually added, but it is still included in the export. However, if the :guilabel:`I want to update data (import-compatible export)` checkbox is ticked, it is included in the export." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:512 +#: ../../content/applications/essentials/export_import_data.rst:537 msgid "Select the required fields to be included in the export using the :ref:`options ` on the pop-up window, then click :guilabel:`Export`." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:516 +#: ../../content/applications/essentials/export_import_data.rst:541 msgid "Import updated data" msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:518 +#: ../../content/applications/essentials/export_import_data.rst:543 msgid "After exporting, make any necessary changes to the data file. When the file is ready, it can be :ref:`imported ` by following the same process as a normal data import." msgstr "" -#: ../../content/applications/essentials/export_import_data.rst:522 +#: ../../content/applications/essentials/export_import_data.rst:547 msgid "When updating data, it is extremely important that the *External ID* remain consistent, as this is how the system identifies a record. If an ID is altered, or removed, the system may add a duplicate record, instead of updating the existing one." msgstr "" diff --git a/locale/sources/finance.pot b/locale/sources/finance.pot index 356f59e9e6..e8ada51dfd 100644 --- a/locale/sources/finance.pot +++ b/locale/sources/finance.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-31 16:01+0000\n" +"POT-Creation-Date: 2025-01-28 12:25+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -132,7 +132,7 @@ msgid "The following financial :doc:`reports ` are availab msgstr "" #: ../../content/applications/finance/accounting.rst:135 -#: ../../content/applications/finance/fiscal_localizations/austria.rst:28 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:32 #: ../../content/applications/finance/fiscal_localizations/chile.rst:1202 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:452 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:712 @@ -196,7 +196,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:157 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:140 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:367 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:372 msgid "Partner" msgstr "" @@ -323,7 +323,7 @@ msgid "Bank and cash accounts" msgstr "" #: ../../content/applications/finance/accounting/bank.rst:7 -msgid "You can manage as many bank or cash accounts as needed on your database. Configuring them well allows you to have all your banking data up-to-date and ready for :doc:`reconciliation ` with your journal entries." +msgid "You can manage as many bank or cash accounts as needed on your database. Configuring them correctly allows you to have all your banking data up-to-date and ready for :doc:`reconciliation ` with your journal entries." msgstr "" #: ../../content/applications/finance/accounting/bank.rst:11 @@ -343,19 +343,19 @@ msgid "Bank journals are displayed on the Accounting Dashboard and contain actio msgstr "" #: ../../content/applications/finance/accounting/bank.rst:27 -msgid "Manage your bank and cash accounts" +msgid "Manage bank and cash accounts" msgstr "" #: ../../content/applications/finance/accounting/bank.rst:30 -msgid "Connect your bank for automatic synchronization" +msgid "Connect a bank for automatic synchronization" msgstr "" #: ../../content/applications/finance/accounting/bank.rst:32 -msgid "To connect your bank account to your database, go to :menuselection:`Accounting --> Configuration --> Banks: Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and follow the instructions." +msgid "To connect your bank account to your database, go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`, select your bank in the list, click on :guilabel:`Connect`, and follow the instructions." msgstr "" #: ../../content/applications/finance/accounting/bank.rst:37 -#: ../../content/applications/finance/accounting/bank.rst:137 +#: ../../content/applications/finance/accounting/bank.rst:148 #: ../../content/applications/finance/accounting/get_started.rst:182 msgid ":doc:`bank/bank_synchronization`" msgstr "" @@ -369,47 +369,48 @@ msgid "If your banking institution is not available in Odoo, or if you don't wan msgstr "" #: ../../content/applications/finance/accounting/bank.rst:47 -msgid "To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Banks: Add a Bank Account`, click on :guilabel:`Create it` (at the bottom right), and fill out the form." +msgid "To manually add a bank account, go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`, click on :guilabel:`Record transactions manually` (at the bottom right), fill out the bank information, and click :guilabel:`Create`." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:51 +#: ../../content/applications/finance/accounting/bank.rst:52 msgid "Odoo automatically detects the bank account type (e.g., IBAN) and enables some features accordingly." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:53 +#: ../../content/applications/finance/accounting/bank.rst:54 msgid "A default bank journal is available and can be used to configure your bank account by going to :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Bank`. Open it and edit the different fields to match your bank account information." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:58 +#: ../../content/applications/finance/accounting/bank.rst:59 msgid "Create a cash journal" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:60 +#: ../../content/applications/finance/accounting/bank.rst:61 msgid "To create a new cash journal, go to :menuselection:`Accounting --> Configuration --> Accounting: Journals`, click on :guilabel:`Create` and select :guilabel:`Cash` in the :guilabel:`Type` field." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:63 -msgid "For more information on the accounting information fields, read the :ref:`bank_accounts/configuration` section of this page." +#: ../../content/applications/finance/accounting/bank.rst:64 +msgid "For more information on the accounting information fields, read the :ref:`accounting/bank/configuration` section of this page." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:67 +#: ../../content/applications/finance/accounting/bank.rst:68 msgid "A default cash journal is available and can be used straight away. You can review it by going to :menuselection:`Accounting --> Configuration --> Accounting: Journals --> Cash`." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:71 +#: ../../content/applications/finance/accounting/bank.rst:72 msgid "Edit an existing bank or cash journal" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:73 +#: ../../content/applications/finance/accounting/bank.rst:74 msgid "To edit an existing bank journal, go to :menuselection:`Accounting --> Configuration --> Accounting: Journals` and select the journal you want to modify." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:79 +#: ../../content/applications/finance/accounting/bank.rst:80 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:28 #: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:20 #: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:20 #: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:17 #: ../../content/applications/finance/accounting/bank/foreign_currency.rst:16 +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:27 #: ../../content/applications/finance/accounting/customer_invoices/cash_rounding.rst:14 #: ../../content/applications/finance/accounting/customer_invoices/customer_addresses.rst:13 @@ -425,7 +426,6 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/batch.rst:11 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:20 #: ../../content/applications/finance/accounting/payments/follow_up.rst:14 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:12 #: ../../content/applications/finance/accounting/payments/online.rst:21 #: ../../content/applications/finance/accounting/payments/pay_checks.rst:10 #: ../../content/applications/finance/accounting/payments/pay_sepa.rst:46 @@ -448,10 +448,10 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:403 #: ../../content/applications/finance/fiscal_localizations/australia.rst:1355 #: ../../content/applications/finance/fiscal_localizations/austria.rst:6 -#: ../../content/applications/finance/fiscal_localizations/austria.rst:45 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:49 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:8 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:256 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:536 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:260 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:540 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:39 #: ../../content/applications/finance/fiscal_localizations/canada.rst:22 #: ../../content/applications/finance/fiscal_localizations/chile.rst:760 @@ -460,7 +460,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:585 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:759 #: ../../content/applications/finance/fiscal_localizations/employment_hero.rst:16 -#: ../../content/applications/finance/fiscal_localizations/germany.rst:58 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:260 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:6 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 @@ -470,12 +470,13 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:637 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:749 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:883 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:81 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:713 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:914 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:86 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:718 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:919 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:982 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:6 #: ../../content/applications/finance/fiscal_localizations/romania.rst:6 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:42 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:46 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/spain.rst:6 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:6 @@ -492,7 +493,7 @@ msgstr "" msgid "Configuration" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:81 +#: ../../content/applications/finance/accounting/bank.rst:82 msgid "You can edit the accounting information and bank account number according to your needs." msgstr "" @@ -500,126 +501,122 @@ msgstr "" msgid "Manually configure your bank information" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:87 -#: ../../content/applications/finance/accounting/bank.rst:111 +#: ../../content/applications/finance/accounting/bank.rst:88 +#: ../../content/applications/finance/accounting/bank.rst:121 msgid ":doc:`get_started/multi_currency`" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:88 -#: ../../content/applications/finance/accounting/bank.rst:138 +#: ../../content/applications/finance/accounting/bank.rst:89 +#: ../../content/applications/finance/accounting/bank.rst:149 msgid ":doc:`bank/transactions`" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:93 -msgid "Suspense account" +#: ../../content/applications/finance/accounting/bank.rst:90 +msgid "`Bank configuration `_" msgstr "" #: ../../content/applications/finance/accounting/bank.rst:95 -msgid "Bank statement transactions are posted on the :guilabel:`Suspense Account` until the final reconciliation allows finding the right account." +msgid "Suspense account" +msgstr "" + +#: ../../content/applications/finance/accounting/bank.rst:97 +msgid "Bank statement transactions are posted on the suspense account until they are reconciled. At any moment, the suspense account's balance in the general ledger shows the balance of transactions that have not yet been reconciled." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:99 +#: ../../content/applications/finance/accounting/bank.rst:102 +msgid "When a bank transaction is reconciled, the journal entry is modified to replace the bank suspense account with the account of the journal item it is reconciled with. This account is usually the :ref:`outstanding receipts or payments account ` if reconciling with a registered payment or the account receivable or payable if reconciling with an invoice or bill directly." +msgstr "" + +#: ../../content/applications/finance/accounting/bank.rst:109 msgid "Profit and loss accounts" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:101 +#: ../../content/applications/finance/accounting/bank.rst:111 msgid "The :guilabel:`Profit Account` is used to register a profit when the ending balance of a cash register differs from what the system computes, while the :guilabel:`Loss Account` is used to register a loss when the ending balance of a cash register differs from what the system computes." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:106 +#: ../../content/applications/finance/accounting/bank.rst:116 msgid "Currency" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:108 -msgid "You can edit the currency used to enter the statements." +#: ../../content/applications/finance/accounting/bank.rst:118 +msgid "You can edit the currency used to enter the transactions." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:114 +#: ../../content/applications/finance/accounting/bank.rst:124 msgid "Account number" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:116 -msgid "If you need to **edit your bank account details**, click on the external link arrow next to your :guilabel:`Account Number`. On the new page, click on the external link arrow next to your :guilabel:`Bank` and update your bank information accordingly. These details are used when registering payments." +#: ../../content/applications/finance/accounting/bank.rst:126 +msgid "If you need to **edit your bank account details**, click on the external link arrow next to your :guilabel:`Account Number`. On the account page, click on the external link arrow next to your :guilabel:`Bank` and update your bank information accordingly. These details are used when registering payments." msgstr "" #: ../../content/applications/finance/accounting/bank.rst:-1 msgid "Edit your bank information" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:125 +#: ../../content/applications/finance/accounting/bank.rst:135 msgid "Bank feeds" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:127 -msgid ":guilabel:`Bank Feeds` defines how the bank statements are registered. Three options are available:" +#: ../../content/applications/finance/accounting/bank.rst:137 +msgid ":guilabel:`Bank Feeds` defines how the bank transactions are registered. Three options are available:" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:129 +#: ../../content/applications/finance/accounting/bank.rst:140 msgid ":guilabel:`Undefined yet`, which should be selected when you don’t know yet if you will synchronize your bank account with your database or not." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:131 -msgid ":guilabel:`Import (CAMT, CODA, CSV, OFX, QIF)`, which should be selected if you want to import your bank statement using a different format." +#: ../../content/applications/finance/accounting/bank.rst:142 +msgid ":guilabel:`Import (CAMT, CODA, CSV, OFX, QIF)`, which should be selected if you want to import your bank statements and transactions using a different format." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:133 +#: ../../content/applications/finance/accounting/bank.rst:144 msgid ":guilabel:`Automated Bank Synchronization`, which should be selected if your bank is synchronized with your database." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:143 +#: ../../content/applications/finance/accounting/bank.rst:154 msgid "Outstanding accounts" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:145 -msgid "By default, payments are registered through transitory accounts named **outstanding accounts**, before being recorded in your bank account." -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:148 -msgid "An **outstanding payments account** is where outgoing payments are posted until they are linked with a withdrawal from your bank statement." -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:150 -msgid "An **outstanding receipts account** is where incoming payments are posted until they are linked with a deposit from your bank statement." -msgstr "" - -#: ../../content/applications/finance/accounting/bank.rst:153 -msgid "These accounts should be of :ref:`type ` :guilabel:`Current Assets`." +#: ../../content/applications/finance/accounting/bank.rst:156 +msgid "By default, payments in Odoo do not create journal entries, but they can easily be configured to create journal entries using **outstanding accounts**." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:156 -msgid "The movement from an outstanding account to a bank account is done automatically when you reconcile the bank account with a bank statement." +#: ../../content/applications/finance/accounting/bank.rst:159 +msgid "An **outstanding receipts account** is where incoming payments are posted until they are linked with incoming bank transactions." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:160 -msgid "Default accounts configuration" +#: ../../content/applications/finance/accounting/bank.rst:161 +msgid "An **outstanding payments account** is where outgoing payments are posted until they are linked with outgoing bank transactions." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:162 -msgid "The outstanding accounts are defined by default. If necessary, you can update them by going to :menuselection:`Accounting --> Configuration --> Settings --> Default Accounts` and update your :guilabel:`Outstanding Receipts Account` and :guilabel:`Outstanding Payments Account`." +#: ../../content/applications/finance/accounting/bank.rst:164 +msgid "These accounts are usually of :ref:`type ` :guilabel:`Current Assets` and :guilabel:`Current Liabilities`." msgstr "" #: ../../content/applications/finance/accounting/bank.rst:167 -msgid "Bank and cash journals configuration" +msgid "Payments that are registered in Odoo are posted to the outstanding receipts and outstanding accounts until they are reconciled. At any moment, the outstanding receipts account's balance in the general ledger shows the balance of registered incoming payments that have not yet been reconciled, and the outstanding payments account's balance in the general ledger shows the balance of registered outgoing payments that have not yet been reconciled." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:169 -msgid "You can also set specific outstanding accounts for any journal with the :ref:`type ` :guilabel:`Bank` or :guilabel:`Cash`." +#: ../../content/applications/finance/accounting/bank.rst:174 +msgid "Bank and cash journal configuration" msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:172 -msgid "From your :guilabel:`Accounting Dashboard`, click on the menu selection ⋮ of the journal you want to configure, and click on :guilabel:`Configuration`, then open the :guilabel:`Incoming/Outgoing Payments` tab. To display the outstanding accounts column, click on the toggle button and check the :guilabel:`Outstanding Receipts/Payments accounts`, then update the account." +#: ../../content/applications/finance/accounting/bank.rst:176 +msgid "To configure payments to create journal entries, set outstanding accounts for the journal's payment methods. This can be done for any journal with the :ref:`type ` :guilabel:`Bank` or :guilabel:`Cash`." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:-1 -msgid "Select the toggle button and click on outstanding Accounts" +#: ../../content/applications/finance/accounting/bank.rst:180 +msgid "To configure the outstanding accounts for a journal's payment methods, first go to :menuselection:`Accounting --> Configuration --> Journals` and select a bank or cash journal. In the :guilabel:`Incoming Payments` and :guilabel:`Outgoing Payments` tabs, set :guilabel:`Outstanding Receipts accounts` and :guilabel:`Outstanding Payments accounts` for each payment method that you want to create journal entries." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:182 -msgid "If you do not specify an outstanding payments account or an outstanding receipts account for a specific journal, Odoo uses the default outstanding accounts." +#: ../../content/applications/finance/accounting/bank.rst:187 +msgid "If the main bank account of the journal is added as an outstanding receipts account or outstanding payments account, when a payment is registered, the invoice or bill's status is directly set to :guilabel:`Paid`." msgstr "" -#: ../../content/applications/finance/accounting/bank.rst:184 -msgid "If your main bank account is added as an outstanding receipts account or outstanding payments account, when a payment is registered, the invoice or bill's status is directly set to :guilabel:`Paid`." +#: ../../content/applications/finance/accounting/bank.rst:190 +msgid "If the outstanding receipts or outstanding payments account for a payment method is left blank, registering a payment with that payment method will not create any journal entry." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:7 @@ -631,7 +628,7 @@ msgid "To check if your bank is compatible with Odoo, go to `Odoo Accounting Fea msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:14 -msgid "Odoo supports more than 25,000 institutions around the world." +msgid "Odoo supports more than 26,000 institutions around the world." msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:16 @@ -1266,6 +1263,95 @@ msgstr "" msgid "Unrealized Currency Gains/Losses report once adjusted." msgstr "" +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:3 +msgid "Internal transfers" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:5 +msgid "Internal money transfers can be handled in Odoo. At least two bank or cash accounts are needed to make internal transfers." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:9 +msgid ":ref:`How to add an additional bank account `" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:14 +msgid "An internal transfer account is automatically created on your database based on your company's :doc:`localization <../../fiscal_localizations>` and depending on your country’s legislation. To modify the default :guilabel:`Internal Transfer` account, go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the :guilabel:`Default Accounts` section." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:20 +msgid "Register an internal transfer from one bank to another" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:22 +msgid "When money is transferred from one bank or cash account to another, that amount appears as two transactions on the corresponding journals, whether the transactions are created manually, via import, or via :doc:`bank synchronization `. When reconciling the transaction, select the :guilabel:`Internal Transfers` :doc:`reconciliation model ` button. This reconciliation model button writes the transaction off to the :guilabel:`Internal Transfer` account." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:30 +msgid "Remember to reconcile the transaction for both the outgoing transaction on the journal that sends the payment and the incoming transaction on the journal that receives the payment." +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:34 +msgid "Take, for example, a transfer of $1000 from Bank A to Bank B:" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:36 +msgid "Bank journal (Bank A)" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:42 +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:59 +msgid "**Account**" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:43 +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:60 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 +msgid "**Debit**" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:44 +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:61 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 +#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 +msgid "**Credit**" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:45 +msgid "Bank A account" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:47 +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:63 +#: ../../content/applications/finance/fiscal_localizations/australia.rst:1012 +msgid "$1,000" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:48 +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:65 +msgid "**Internal transfer account**" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:49 +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:67 +msgid "**$1,000**" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:52 +msgid "Bank journal (Bank B)" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:62 +msgid "Bank B account" +msgstr "" + +#: ../../content/applications/finance/accounting/bank/internal_transfers.rst:70 +msgid ":doc:`reconciliation` :doc:`reconciliation_models`" +msgstr "" + #: ../../content/applications/finance/accounting/bank/loans.rst:3 msgid "Loans management" msgstr "" @@ -1791,7 +1877,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:444 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:365 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:260 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:292 msgid "Customer invoices" msgstr "" @@ -4812,7 +4898,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/checks.rst:93 #: ../../content/applications/finance/accounting/payments/checks.rst:104 #: ../../content/applications/finance/accounting/payments/checks.rst:123 -#: ../../content/applications/finance/fiscal_localizations/france.rst:94 +#: ../../content/applications/finance/fiscal_localizations/france.rst:98 msgid "Debit" msgstr "" @@ -4824,7 +4910,7 @@ msgstr "" #: ../../content/applications/finance/accounting/payments/checks.rst:93 #: ../../content/applications/finance/accounting/payments/checks.rst:104 #: ../../content/applications/finance/accounting/payments/checks.rst:123 -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 +#: ../../content/applications/finance/fiscal_localizations/france.rst:100 msgid "Credit" msgstr "" @@ -4858,7 +4944,7 @@ msgid "Product Sales" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:136 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:192 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:197 msgid "1000" msgstr "" @@ -5078,21 +5164,21 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:83 #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:169 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:32 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:36 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:254 #: ../../content/applications/finance/fiscal_localizations/canada.rst:180 #: ../../content/applications/finance/fiscal_localizations/chile.rst:363 #: ../../content/applications/finance/fiscal_localizations/chile.rst:373 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:184 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:121 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:293 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:126 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:298 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:121 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:33 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:39 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:116 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:65 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:234 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:209 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:241 msgid "Taxes" msgstr "" @@ -5378,8 +5464,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 -#: ../../content/applications/finance/fiscal_localizations/france.rst:260 -#: ../../content/applications/finance/fiscal_localizations/france.rst:260 +#: ../../content/applications/finance/fiscal_localizations/france.rst:264 +#: ../../content/applications/finance/fiscal_localizations/france.rst:264 #: ../../content/applications/finance/fiscal_localizations/india.rst:212 msgid "0" msgstr "" @@ -5427,8 +5513,8 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:99 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 -#: ../../content/applications/finance/fiscal_localizations/france.rst:94 -#: ../../content/applications/finance/fiscal_localizations/france.rst:117 +#: ../../content/applications/finance/fiscal_localizations/france.rst:98 +#: ../../content/applications/finance/fiscal_localizations/france.rst:121 msgid "12" msgstr "" @@ -5618,7 +5704,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:244 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:291 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 -#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +#: ../../content/applications/finance/fiscal_localizations/france.rst:266 #: ../../content/applications/finance/fiscal_localizations/india.rst:196 #: ../../content/applications/finance/fiscal_localizations/india.rst:200 #: ../../content/applications/finance/fiscal_localizations/india.rst:210 @@ -5954,19 +6040,20 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:17 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:21 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:220 #: ../../content/applications/finance/fiscal_localizations/canada.rst:61 #: ../../content/applications/finance/fiscal_localizations/chile.rst:358 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:260 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:13 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:65 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:69 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:53 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:115 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:177 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:209 msgid "Chart of accounts" msgstr "" @@ -6053,7 +6140,7 @@ msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/accounting/reporting.rst:40 -#: ../../content/applications/finance/fiscal_localizations/germany.rst:23 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:31 msgid "Balance Sheet" msgstr "" @@ -6131,8 +6218,8 @@ msgid "Current Year Earnings" msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 -#: ../../content/applications/finance/fiscal_localizations/germany.rst:24 -#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:32 +#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:24 msgid "Profit & Loss" msgstr "" @@ -6281,7 +6368,7 @@ msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:184 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:116 #: ../../content/applications/finance/accounting/taxes/avatax.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" @@ -6701,9 +6788,9 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:254 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:233 #: ../../content/applications/finance/fiscal_localizations/chile.rst:275 -#: ../../content/applications/finance/fiscal_localizations/france.rst:212 +#: ../../content/applications/finance/fiscal_localizations/france.rst:216 #: ../../content/applications/finance/fiscal_localizations/india.rst:111 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:342 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:347 msgid "Journals" msgstr "" @@ -6854,7 +6941,7 @@ msgid "If a payment is **not linked to an invoice or bill**, the customer has an msgstr "" #: ../../content/applications/finance/accounting/payments.rst:18 -msgid ":doc:`Internal transfers `" +msgid ":doc:`Internal transfers `" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:20 @@ -6866,7 +6953,7 @@ msgid "Registering payment from an invoice or bill" msgstr "" #: ../../content/applications/finance/accounting/payments.rst:28 -msgid "When clicking :guilabel:`Register payment` in a customer invoice or vendor bill, it generates a new journal entry and changes the amount due according to the payment amount. The counterpart is reflected in an :ref:`outstanding ` **receipts** or **payments** account. At this point, the customer invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the outstanding account is reconciled with a bank transaction line, the invoice or vendor bill changes to the :guilabel:`Paid` status." +msgid "When clicking :guilabel:`Register payment` in a customer invoice or vendor bill, it generates a new journal entry and changes the amount due according to the payment amount. The counterpart is reflected in an :ref:`outstanding ` **receipts** or **payments** account. At this point, the customer invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the outstanding account is reconciled with a bank transaction line, the invoice or vendor bill changes to the :guilabel:`Paid` status." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:35 @@ -6894,7 +6981,7 @@ msgid "If a payment is (un)reconciled and an invoice with cash-basis taxes, a jo msgstr "" #: ../../content/applications/finance/accounting/payments.rst:53 -msgid "If the main bank account is set as an :ref:`outstanding account `, and the payment is registered in Odoo (not through a related bank transaction), invoices and bills are directly registered as :guilabel:`Paid`." +msgid "If the main bank account is set as an :ref:`outstanding account `, and the payment is registered in Odoo (not through a related bank transaction), invoices and bills are directly registered as :guilabel:`Paid`." msgstr "" #: ../../content/applications/finance/accounting/payments.rst:60 @@ -7259,7 +7346,7 @@ msgid "Both methods produce the same data in your accounting at the end of the p msgstr "" #: ../../content/applications/finance/accounting/payments/checks.rst:20 -msgid ":ref:`Outstanding accounts `" +msgid ":ref:`Outstanding accounts `" msgstr "" #: ../../content/applications/finance/accounting/payments/checks.rst:21 @@ -7509,7 +7596,7 @@ msgid "You can send reminder emails in batches from the :guilabel:`Follow-up Rep msgstr "" #: ../../content/applications/finance/accounting/payments/follow_up.rst:93 -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:100 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:101 msgid ":doc:`/applications/essentials/in_app_purchase`" msgstr "" @@ -7581,99 +7668,6 @@ msgstr "" msgid "You can also group bills by their due date by clicking :menuselection:`Group By --> Due Date` and selecting a time period." msgstr "" -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:3 -msgid "Internal transfers" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:5 -msgid "Internal money transfers can be handled in Odoo. At least two bank accounts are needed to make internal transfers." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:9 -msgid ":doc:`How to add an additional bank account <../bank>`" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:14 -msgid "An internal transfer account is automatically created on your database based on your company's localization and depending on your country’s legislation. To modify the default :guilabel:`Internal transfer account`, go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the :guilabel:`Default Accounts` section." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:20 -msgid "Register an internal transfer from one bank to another" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:22 -msgid "If you want to transfer money from one bank to another, access the Accounting Dashboard, click the drop-down selection button (:guilabel:`⋮`) on the bank from which you want to make the transfer, then click :guilabel:`Payments`. Select or create a payment, tick the :guilabel:`Internal Transfer` checkbox, and select a :guilabel:`Destination Journal` before you :guilabel:`Confirm` the internal transfer." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:28 -msgid "The money is now booked in the transfer account and another payment is automatically created in the destination journal." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:33 -msgid "Bank journal (Bank A)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:39 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:56 -msgid "**Account**" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:40 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:57 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 -msgid "**Debit**" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:41 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:58 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:68 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:82 -#: ../../content/applications/finance/accounting/taxes/cash_basis.rst:99 -msgid "**Credit**" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:42 -msgid "Outstanding Payments account" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:44 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:60 -#: ../../content/applications/finance/fiscal_localizations/australia.rst:1012 -msgid "$1,000" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:45 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:62 -msgid "**Internal transfer account**" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:46 -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:64 -msgid "**$1,000**" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:49 -msgid "Bank journal (Bank B)" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:59 -msgid "Outstanding Receipts account" -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:66 -msgid "There is **one outstanding payment** and **one outstanding receipt** pending in your two bank account journals because the bank statement confirming the sending and receiving of the money has not been booked yet." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:70 -msgid "Once this is done, you can book and reconcile your bank statement lines as usual." -msgstr "" - -#: ../../content/applications/finance/accounting/payments/internal_transfers.rst:73 -msgid ":doc:`../bank/reconciliation`" -msgstr "" - #: ../../content/applications/finance/accounting/payments/online.rst:5 #: ../../content/applications/finance/payment_providers.rst:5 msgid "Online payments" @@ -8253,7 +8247,6 @@ msgid "The :guilabel:`Cash Flow Statement` shows how changes in balance sheet ac msgstr "" #: ../../content/applications/finance/accounting/reporting.rst:127 -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:101 msgid "Tax Report" msgstr "" @@ -9208,6 +9201,7 @@ msgid "Data consistency check report for a journal" msgstr "" #: ../../content/applications/finance/accounting/reporting/intrastat.rst:3 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:35 msgid "Intrastat" msgstr "" @@ -9621,19 +9615,15 @@ msgstr "" msgid ":guilabel:`Journal`: select the journal in which to record the tax return." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:-1 -msgid "Configure how often tax returns have to be made in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:43 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:40 msgid "This is usually configured during the :doc:`app's initial set up <../get_started>`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:48 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:45 msgid "Tax Grids" msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:50 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:47 msgid "Odoo generates tax reports based on the :guilabel:`Tax Grids` settings that are configured on your taxes. Therefore, it is crucial to make sure that all recorded transactions use the right taxes. You can see the :guilabel:`Tax Grids` by opening the :guilabel:`Journal Items` tab of any invoice and bill." msgstr "" @@ -9641,62 +9631,62 @@ msgstr "" msgid "see which tax grids are used to record transactions in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:59 -msgid "To configure your tax grids, go to :menuselection:`Accounting --> Configuration --> Taxes`, and open the tax you want to modify. There, you can edit your tax settings, along with the tax grids that are used to record invoices or credit notes." +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:55 +msgid "To configure your tax grids, go to :menuselection:`Accounting --> Configuration --> Taxes`, and open the tax you want to modify. There, you can edit your tax settings, along with the tax grids that are used to record invoices or refunds." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:-1 -msgid "Configure taxes and their tax grids in Odoo Accounting" -msgstr "" - -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:68 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:60 msgid "Taxes and reports are usually already pre-configured in Odoo: a :ref:`fiscal localization package ` is installed according to the country you select at the creation of your database." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:75 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:67 msgid "Close a tax period" msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:80 -msgid "Tax Lock Date" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:72 +msgid "Tax lock date" msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:82 -msgid "Any new transaction whose accounting date prior to the :guilabel:`Tax Lock Date` has its tax values moved to the next open tax period. This is useful to make sure that no change can be made to a report once its period is closed." +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:74 +msgid "Any new transaction whose accounting date prior to the :guilabel:`Lock Tax Return` date has its tax values moved to the next open tax period. This is useful to make sure that no change can be made to a report once its period is closed." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:86 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:78 msgid "Therefore, we recommend locking your tax date before working on your :guilabel:`Closing Journal Entry`. This way, other users cannot modify or add transactions that would have an impact on the :guilabel:`Closing Journal Entry`, which can help you avoid some tax declaration errors." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:91 -msgid "To check the current :guilabel:`Tax Lock Date`, or to edit it, go to :menuselection:`Accounting --> Accounting --> Actions: Lock Dates`." +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:83 +msgid "To check the current :guilabel:`Lock Tax Return` date, or to edit it, go to :menuselection:`Accounting --> Accounting --> Lock Dates`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:-1 -msgid "Lock your tax for a specific period in Odoo Accounting" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:89 +msgid "Tax return" +msgstr "" + +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:91 +msgid "Once all the transactions involving taxes have been posted for the period you want to report, open the :guilabel:`Tax Return` report by going to :menuselection:`Accounting --> Reporting --> Tax Return`. Select the period you want to declare using the date filter to have an overview of the tax return. Then, click :guilabel:`Closing Entry` to create a tax closing journal entry. Odoo automatically proposes the details of the journal entry. Make any necessary changes and click :guilabel:`Post`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:103 -msgid "Once all the transactions involving taxes have been posted for the period you want to report, open your :guilabel:`Tax Report` by going to :menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`. Make sure to select the right period you want to declare by using the date filter, this way you can have an overview of your tax report. From this view, you can easily access different formats of your tax report, such as `PDF` and XLSX. These include all the values to report to the tax authorities, along with the amount you have to pay or be refunded." +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:98 +msgid "From the report, click :guilabel:`PDF` to download a PDF of the tax return. Alternatively, click the :icon:`fa-cog` (:guilabel:`gear`) icon, then click :guilabel:`Download Excel` to download an XLSX of the tax return. To save the report to the Documents app, click the :icon:`fa-cog` (:guilabel:`gear`) icon, then click :guilabel:`Copy to Documents`. Select the format to :guilabel:`Export to`, the :guilabel:`Documents Name`, the :guilabel:`Folder` to store it in, and add any :guilabel:`Tags`." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:-1 -msgid "download the PDF with your Tax Report in Odoo Accounting" +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:104 +msgid "The report includes all the values to report to the tax authorities, along with the amount to be paid or refunded." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:115 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:108 msgid "If you forgot to lock your tax date before clicking on :guilabel:`Closing Journal Entry`, then Odoo automatically locks your fiscal period on the same date as the accounting date of your entry. This safety mechanism can prevent some fiscal errors, but it is advised to lock your tax date manually before, as described above." msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:114 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:117 #: ../../content/applications/finance/accounting/taxes/retention.rst:42 msgid ":doc:`../taxes`" msgstr "" -#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:122 +#: ../../content/applications/finance/accounting/reporting/tax_returns.rst:115 #: ../../content/applications/finance/accounting/taxes/avatax.rst:148 msgid ":doc:`../get_started`" msgstr "" @@ -9762,7 +9752,7 @@ msgid "Corroborate that all :doc:`received payments <../payments>` have been enc msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:46 -msgid "Close all :ref:`suspense accounts `." +msgid "Close all :ref:`suspense accounts `." msgstr "" #: ../../content/applications/finance/accounting/reporting/year_end.rst:47 @@ -9965,7 +9955,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:109 #: ../../content/applications/finance/accounting/taxes.rst:124 #: ../../content/applications/finance/accounting/taxes.rst:268 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:92 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:96 msgid "Tax" msgstr "" @@ -9990,7 +9980,7 @@ msgid "1,000" msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:97 -#: ../../content/applications/finance/fiscal_localizations/france.rst:90 +#: ../../content/applications/finance/fiscal_localizations/france.rst:94 msgid "10" msgstr "" @@ -10672,7 +10662,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:48 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 -#: ../../content/applications/finance/fiscal_localizations/france.rst:198 +#: ../../content/applications/finance/fiscal_localizations/france.rst:202 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:14 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 #: ../../content/applications/finance/fiscal_localizations/italy.rst:17 @@ -10680,7 +10670,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:23 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:20 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:21 #: ../../content/applications/finance/fiscal_localizations/romania.rst:14 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:14 @@ -10708,7 +10698,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:24 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:21 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:22 #: ../../content/applications/finance/fiscal_localizations/romania.rst:15 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:15 @@ -10732,7 +10722,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:50 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 -#: ../../content/applications/finance/fiscal_localizations/france.rst:65 +#: ../../content/applications/finance/fiscal_localizations/france.rst:69 #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:16 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 #: ../../content/applications/finance/fiscal_localizations/italy.rst:19 @@ -10740,7 +10730,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:25 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:22 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:23 #: ../../content/applications/finance/fiscal_localizations/romania.rst:16 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 #: ../../content/applications/finance/fiscal_localizations/thailand.rst:16 @@ -11332,10 +11322,12 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:52 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:1019 #: ../../content/applications/finance/fiscal_localizations/australia.rst:237 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:85 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:89 #: ../../content/applications/finance/fiscal_localizations/canada.rst:213 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:27 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:960 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:59 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:42 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:48 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:269 msgid "Reports" msgstr "" @@ -12073,7 +12065,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:582 #: ../../content/applications/finance/fiscal_localizations/chile.rst:696 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:768 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:119 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:123 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:345 msgid "Vendor bills" msgstr "" @@ -12749,10 +12741,10 @@ msgid "To buy credits, go to :menuselection:`Accounting --> Configuration --> Se msgstr "" #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:95 -msgid "If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits to test the feature." +msgid "Enterprise Odoo users with a valid subscription get free credits to test IAP features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases." msgstr "" -#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:99 +#: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:100 msgid "`Our Privacy Policy `_" msgstr "" @@ -13803,6 +13795,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:29 #: ../../content/applications/finance/fiscal_localizations/australia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:6 msgid "Accounting" msgstr "" @@ -14280,7 +14273,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/canada.rst:27 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:39 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:39 -#: ../../content/applications/finance/fiscal_localizations/germany.rst:61 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:53 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:45 @@ -14343,7 +14335,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:75 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:89 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:98 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:103 msgid "Configure your company" msgstr "" @@ -14518,7 +14510,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:202 #: ../../content/applications/finance/fiscal_localizations/chile.rst:249 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:218 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:250 msgid "Document types" msgstr "" @@ -14693,7 +14685,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:332 #: ../../content/applications/finance/fiscal_localizations/chile.rst:388 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:389 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:394 msgid "Usage and testing" msgstr "" @@ -15472,11 +15464,12 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:272 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:175 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:178 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:798 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:816 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:821 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:994 msgid "Products" msgstr "" @@ -15485,7 +15478,7 @@ msgid "To allow your products to be invoiced when an online payment is confirmed msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:931 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:940 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:945 msgid "Invoicing flow for eCommerce" msgstr "" @@ -15644,7 +15637,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:6 #: ../../content/applications/finance/fiscal_localizations/chile.rst:22 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:12 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:13 msgid "Modules" msgstr "" @@ -16193,7 +16186,7 @@ msgid "Remittance advice example" msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:370 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:149 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:153 msgid "E-invoicing" msgstr "" @@ -16456,6 +16449,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/australia.rst:575 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:98 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:276 msgid ":guilabel:`Address`" msgstr "" @@ -17650,174 +17644,178 @@ msgstr "" msgid "Adds the SAF-T export." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:30 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:28 +msgid ":doc:`Documentation on e-invoicing’s legality and compliance in Austria <../accounting/customer_invoices/electronic_invoicing/austria>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/austria.rst:34 msgid "The following localized reports are available:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:32 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:36 msgid "Balance sheet according to `§ 224 UGB `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:33 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:37 msgid "Profit and loss according to `§ 231 UGB `_ (Gesamtkostenverfahren)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:36 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:40 msgid ":doc:`Accounting reporting documentation <../accounting/reporting>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:39 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:43 msgid "SAF-T (Standard Audit File for Tax)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:41 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:45 msgid "The Austrian tax office may request a SAF-T. The Austrian SAF-T Export module allows exporting the report in XML format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:47 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:51 msgid "This section explains how to configure the database to ensure all the information required by the SAF-T is available. If anything is missing, a warning message listing which information is needed will be displayed during the export." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:52 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:56 #: ../../content/applications/finance/fiscal_localizations/chile.rst:65 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:37 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:41 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:43 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:38 msgid "Company information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:54 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:58 msgid "Open the database :guilabel:`Settings`. Under the :guilabel:`Companies` section, click :guilabel:`Update Info` and ensure the following fields are correctly filled in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:57 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:61 msgid ":guilabel:`Address`, by providing at least the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:59 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:63 #: ../../content/applications/finance/fiscal_localizations/chile.rst:73 msgid ":guilabel:`Street`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:60 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:64 #: ../../content/applications/finance/fiscal_localizations/chile.rst:74 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:198 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:230 msgid ":guilabel:`City`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:61 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:65 #: ../../content/applications/finance/fiscal_localizations/chile.rst:76 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:200 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:232 msgid ":guilabel:`ZIP`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:62 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:66 #: ../../content/applications/finance/fiscal_localizations/chile.rst:77 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:165 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:168 msgid ":guilabel:`Country`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:64 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:68 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:96 #: ../../content/applications/finance/fiscal_localizations/brazil.rst:337 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:101 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:294 #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:59 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:167 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:170 msgid ":guilabel:`Phone`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:65 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:69 msgid ":guilabel:`Company ID` by providing your company's tax ID" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:66 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:70 msgid ":guilabel:`Tax ID` by providing, if you have one, your :abbr:`UID-Nummer (Umsatzsteueridentifikationsnummer)` (including the country prefix)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:70 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:74 msgid "Contact person" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:72 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:76 msgid "At least one **contact person** must be linked to your company in the :guilabel:`Contacts` app, and:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:74 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:78 msgid "Ensure the contact type is set to :guilabel:`Individual`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:75 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:79 msgid "Select your company in the :guilabel:`Company name` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:76 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:80 msgid "Provide at least one phone number using the :guilabel:`Phone` or :guilabel:`Mobile` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:79 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:83 msgid "Customer and supplier information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:81 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:85 msgid "Using the :guilabel:`Contacts` app, fill in the :guilabel:`Address` of any partner that appears in your invoices, vendor bills, or payments." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:84 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:88 msgid "For partners that are companies, fill in the VAT number (including the country prefix) in the :guilabel:`Tax ID` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:88 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:92 #: ../../content/applications/finance/fiscal_localizations/chile.rst:85 msgid "Accounting settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:90 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:94 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. Under the :guilabel:`Austrian localization` section, fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:93 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:97 msgid ":guilabel:`ÖNACE-Code`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:94 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:98 msgid ":guilabel:`Profit Assessment Method`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:97 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:101 msgid "`ÖNACE information on the Austrian Economic Chambers website `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:101 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:105 msgid "Chart of accounts mapping" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:103 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:107 msgid "The Austrian SAF-T specifications define a chart of accounts (COA). All relevant accounts for the SAF-T export must be annotated with a fitting account from this COA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:106 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:110 msgid "The needed mapping information is supplied by adding tags to the accounts. For example, adding the `1000` tag to an account maps it (virtually) to the SAF-T COA account with the code `1000`. Any number can be used as long as there is an account in the SAF-T COA with that code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:110 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:114 msgid "The :guilabel:`Austria - Accounting` module adds a tag for each SAF-T COA account. Furthermore, it automatically maps many accounts from the default Austrian COA." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:113 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:117 msgid "You can try exporting the SAF-T report to check if there are unmapped accounts (or mapped to multiple SAF-T accounts). A warning will be displayed if there is any issue with your configuration or the mapping. Clicking :guilabel:`View Problematic Accounts` lets you view them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:118 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:122 msgid ":doc:`Chart of accounts documentation <../accounting/get_started/chart_of_accounts>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:121 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:125 msgid "Exporting the SAF-T report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/austria.rst:123 +#: ../../content/applications/finance/fiscal_localizations/austria.rst:127 msgid "To export the SAF-T report, go to :menuselection:`Accounting --> Reports --> General Ledger`. Click the right side of the :guilabel:`PDF` button and select :guilabel:`SAF-T`." msgstr "" @@ -17833,76 +17831,80 @@ msgstr "" msgid "Install the :guilabel:`🇧🇪 Belgium` :ref:`fiscal localization package ` to get all the default accounting features of the Belgian localization, following the :abbr:`IFRS(International Financial Reporting Standards)` rules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:19 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:15 +msgid ":doc:`Documentation on e-invoicing’s legality and compliance in Belgium <../accounting/customer_invoices/electronic_invoicing/belgium>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:23 msgid "You can reach the :guilabel:`Chart of accounts` by going to :menuselection:`Accounting --> Configuration --> Accounting: Chart of Accounts`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:22 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:26 msgid "The Belgian chart of accounts includes pre-configured accounts as described in the :abbr:`PCMN(Plan Comptable Minimum Normalisé)`. To add a new account, click :guilabel:`New`. A new line appears. Fill it in, click :guilabel:`Save`, and then :guilabel:`Setup` to configure it further." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:27 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:31 #: ../../content/applications/finance/fiscal_localizations/canada.rst:126 #: ../../content/applications/finance/fiscal_localizations/chile.rst:370 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:79 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:83 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:180 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:186 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:218 msgid ":doc:`../accounting/get_started/chart_of_accounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:34 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:38 msgid "Default Belgian taxes are created automatically when the :guilabel:`Belgium - Accounting` and the :guilabel:`Belgium - Accounting Reports` modules are installed. Each tax impacts the Belgian :guilabel:`Tax Report`, available by going to :menuselection:`Accounting --> Reporting --> Statements Reports: Tax Report`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:39 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:43 msgid "In Belgium, the standard VAT rate is **21%**, but there are lower rates for some categories of goods and services. An intermediate rate of **12%** is applied on social housing and food served in restaurants, while a reduced rate of **6%** applies to most basic goods, such as food, water supply, books, and medicine. A **0%** rate applies to some exceptional goods and services, such as some daily and weekly publications, as well as recycled goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:48 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:52 msgid "Non-deductible taxes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:50 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:54 msgid "In Belgium, some taxes are not fully deductible, such as taxes on the maintenance of cars. This means a part of these taxes is considered as an expense." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:53 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:57 msgid "In Odoo, you can configure non-deductible taxes by creating tax rules for these taxes and linking them to the corresponding accounts. This way, the system automatically calculates the taxes and allocates them to the appropriate accounts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:57 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:61 msgid "To configure a new non-deductible tax, go to :menuselection:`Accounting --> Configuration --> Accounting: Taxes`, and click :guilabel:`New`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:60 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:64 msgid ":guilabel:`Add a line` and select :guilabel:`Base` in the :guilabel:`Based On` column;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:61 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:65 msgid ":guilabel:`Add a line`, then select :guilabel:`on tax` in the :guilabel:`Based on` column and enter the **non-deductible** percentage in the :guilabel:`%` column;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:63 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:67 msgid "On the :guilabel:`of tax` line, select the :guilabel:`Tax Grid(s)` related to your tax;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:64 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:68 msgid ":guilabel:`Add a line` with the **deductible** percentage in the :guilabel:`%` column;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:65 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:69 msgid "Set :guilabel:`of tax` in :guilabel:`Based On`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:66 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:70 msgid "Select :guilabel:`411000 VAT recoverable` as account, and select the related tax grid." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:68 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:72 msgid "Once you have created a non-deductible tax, you can apply it to your transactions by selecting the appropriate tax during the encoding of bills and credit notes. The system automatically calculates the tax amount and allocates it to the corresponding accounts based on the tax rules configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:73 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:77 msgid "With the Belgian localization, the **21% car** tax is created by default (50% non-deductible)." msgstr "" @@ -17910,45 +17912,45 @@ msgstr "" msgid "Example of not-fully deductible tax" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:79 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:83 msgid ":doc:`Taxes <../accounting/taxes>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:80 -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:84 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:54 msgid ":doc:`../accounting/reporting/tax_returns`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:87 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:91 msgid "Here is the list of Belgian-specific reports available:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:89 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:93 msgid "Balance sheet;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:90 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:94 msgid "Profit & loss;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:91 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:95 msgid "Tax report;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:92 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:96 msgid "Partner VAT Listing;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:93 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:48 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:97 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:54 msgid "EC Sales List;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:94 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:98 msgid "Intrastat." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:96 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:100 msgid "You can access Belgian-specific versions of reports by clicking on the **book** icon when on a report and selecting its Belgian version: **(BE)**." msgstr "" @@ -17956,43 +17958,43 @@ msgstr "" msgid "Belgian version of reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:103 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:107 msgid ":doc:`../accounting/reporting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:108 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:112 msgid "Disallowed expenses report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:110 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:114 msgid "**Disallowed expenses** are expenses that can be deducted from your accounting result but not from your fiscal result." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:113 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:117 msgid "The **disallowed expenses report** is available by going to :menuselection:`Accounting --> Reporting --> Management: Disallowed Expenses`. It allows financial results in real-time, and periodic changes. This report is generated based on the **disallowed expenses categories** that you can reach by going to :menuselection:`Accounting --> Configuration --> Management: Disallowed Expenses Categories`. Some categories already exist by default but do not have any rates. Click on :guilabel:`Set Rates` to update a specific category." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:121 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:125 msgid "You can add multiple rates for various dates. In that case, the rate used to calculate the expense depends on the date at which it is calculated, and the rate set for that date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:123 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:127 msgid "If you have the **Fleet** app installed, tick the :guilabel:`Car Category` box when applicable. This makes the vehicle mandatory while booking a vendor bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:126 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:130 msgid "To link a disallowed expenses category with a specific account, go to :menuselection:`Accounting --> Configuration --> Accounting: Chart of Accounts`. Find the account you want, and click on :guilabel:`Setup`. Add the :guilabel:`Disallowed Expense category` in the :guilabel:`Disallowed Expenses` field. From now, when an expense is created with this account, the disallowed expense is calculated based on the rate mentioned in the :guilabel:`Disallowed Expense category`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:132 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:136 msgid "Let's take an example reflecting **restaurant** and **car expenses**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:137 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:141 msgid "Restaurant expenses" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:139 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:143 msgid "In Belgium, 31% of **restaurant** expenses are non-deductible. Create a new **disallowed expenses category** and set both :guilabel:`Related Account(s)` and :guilabel:`Current Rate`." msgstr "" @@ -18002,31 +18004,31 @@ msgstr "" msgid "Disallowed expenses categories" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:148 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:152 msgid "Car expenses: vehicle split" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:150 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:154 msgid "In Belgium, the deductible percentage varies from car to car and, therefore, should be indicated for each vehicle. To do so, open :menuselection:`Fleet` and select a vehicle. In the :guilabel:`Tax info` tab, go to the :guilabel:`Disallowed Expenses Rate` section and click on :guilabel:`Add a line`. Add a :guilabel:`Start Date` and a :guilabel:`%`. The amounts go in the same account for all car expenses." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:156 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:160 msgid "When you create a bill for car expenses, you can link each expense to a specific car by filling the :guilabel:`Vehicle` column, so the right percentage is applied." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:162 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:166 msgid "The :guilabel:`vehicle split` option available in the disallowed expenses report allows you to see the rate and disallowed amount for each car." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:171 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:175 msgid "Fee form 281.50 and form 325" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:176 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:180 msgid "Fee form 281.50" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:178 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:182 msgid "Annually, a **281.50 fee form** must be reported to the fiscal authorities. To do so, the tag `281.50` must be added on the **contact form** of the entities concerned by the **281.50** fee. To add the tag, open :menuselection:`Contacts`, select the person or company you want to create a **281.50 fee form** for, and add the `281.50` tag in the :guilabel:`Tags` field." msgstr "" @@ -18034,19 +18036,19 @@ msgstr "" msgid "add the tag 281.50 on a contact form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:187 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:191 msgid "Make sure the **street, zip code, country**, and **VAT number** are also informed on the **Contact form**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:190 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:194 msgid "Then, depending on the nature of the expense, add the corresponding `281.50` tag on the impact accounts. To do so, go to :menuselection:`Accounting --> Configuration --> Accounting: Chart of Accounts`, and click on :guilabel:`Setup` to add the corresponding `281.50` tag on the impacted accounts, i.e., :guilabel:`281.50 - Commissions`, depending on the nature of the expense." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:198 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:202 msgid "Form 325" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:200 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:204 msgid "You can create a **325 form** by going to :menuselection:`Accounting --> Reporting --> Belgium: Create 325 form`. A new page pops up: select the right options and click :guilabel:`Generate 325 form`. To open an already generated **325 form**, go to :menuselection:`Accounting --> Reporting --> Belgium: Open 325 forms`." msgstr "" @@ -18054,15 +18056,15 @@ msgstr "" msgid "Add the tag 281-50 on a contact form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:211 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:215 msgid "CODA and SODA statements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:216 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:220 msgid "CODA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:218 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:222 msgid "**CODA** is an electronic XML format used to import Belgian bank statements. You can download CODA files from your bank and import them directly into Odoo by clicking :guilabel:`Import file` from your :guilabel:`Bank` journal on your dashboard." msgstr "" @@ -18070,19 +18072,19 @@ msgstr "" msgid "Import CODA files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:226 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:230 msgid ":ref:`Import bank files `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:231 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:235 msgid "SODA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:233 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:237 msgid "**SODA** is an electronic XML format used to import accounting entries related to salaries. SODA files can be imported into the journal you use to record salaries by going to your Accounting **dashboard** and clicking :guilabel:`Upload` in the related journal card form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:237 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:241 msgid "Once your **SODA** files are imported, the entries are created automatically in your salary journal." msgstr "" @@ -18090,48 +18092,48 @@ msgstr "" msgid "Import SODA files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:245 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:249 msgid "CodaBox" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:247 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:251 msgid "**CodaBox** is a service that allows Belgian accounting firms to access their clients' bank information and statements. Odoo provides a way to import such statements automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:251 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:255 msgid "As an accounting firm, you must manage your clients on separate databases and configure them individually to avoid mixing up their data. The connection must be made by the accounting firm with valid CodaBox Connect credentials." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:258 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 msgid "The configuration must be done on each client database. In the following instructions, we will refer to your client's company as *Company* and to your accounting firm as *Accounting Firm*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:262 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:266 msgid "You must first :ref:`install ` :guilabel:`CodaBox` to start." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:265 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:269 msgid "Make sure the company settings are correctly configured, i.e., the country is set to :guilabel:`Belgium`, the :guilabel:`Tax ID` and :guilabel:`Accounting Firm` fields are filled, as well as the :guilabel:`Tax ID` of the :guilabel:`Accounting Firm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:270 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 msgid "Configure the journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:274 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:333 msgid "For CODA files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:276 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:280 msgid ":doc:`Create a new bank journal <../accounting/bank>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:277 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:281 msgid "Set the right IBAN in the :guilabel:`Account Number` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:278 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:282 msgid "Select :guilabel:`CodaBox synchronization` as the :guilabel:`Bank Feed`." msgstr "" @@ -18139,25 +18141,25 @@ msgstr "" msgid "Configuration of a CODA journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:285 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:289 msgid "When working with bank transactions that use different currencies, it is recommended to create multiple journals with the same bank account but different currencies." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:288 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:292 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:339 msgid "For SODA files" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:290 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:294 msgid "Create a new miscellaneous journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:291 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:304 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:295 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:308 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, then go to the :guilabel:`CodaBox` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:293 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:297 msgid "Select the journal you just created in the SODA journal field." msgstr "" @@ -18165,198 +18167,195 @@ msgstr "" msgid "Configuration of a SODA journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:302 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 msgid "Configure the connection" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:306 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:310 msgid "Click on :guilabel:`Manage Connection` to open the connection wizard, which shows the :guilabel:`Accounting Firm VAT` number and the :guilabel:`Company VAT` number that will be used for the connection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:309 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 msgid "If this is your **first connection**, click on :guilabel:`Create connection`. The wizard confirms that the connection has been created on **Odoo's side**. Follow the steps to validate the connection on **CodaBox's side**, too." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:313 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 msgid "If this is **not your first connection**, the :guilabel:`Accounting Firm Password` provided by Odoo during the first connection will be requested to create a new connection." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:317 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:321 msgid "This :guilabel:`Accounting Firm Password` is unique to Odoo and must be stored securely on your side." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:320 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:324 msgid "The :guilabel:`Status` should have now switched to :guilabel:`Connected`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:323 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:327 msgid "Synchronization" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:325 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:329 msgid "Once the connection is established, Odoo can be synchronized with CodaBox." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:331 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:335 msgid "CODA files are automatically imported from CodaBox every 12 hours. You do not have to do anything. However, if you wish, it can also be done manually, by clicking on :guilabel:`Fetch from CodaBox` in the Accounting Dashboard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:337 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 msgid "SODA files are automatically imported from CodaBox once a day as a draft. You do not have to do anything. However, if you wish, it can also be done manually by clicking on :guilabel:`Fetch from CodaBox` in the Accounting Dashboard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:341 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 msgid "By default, if an account in the SODA file is not mapped to an account in Odoo, the Suspense Account (499000) is used, and a note is added to the created journal entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:345 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:349 msgid "You can access the mapping between the SODA and Odoo accounts by going to :menuselection:`Accounting --> Configuration --> Settings` and clicking on the :guilabel:`Open SODA Mapping` button in the :guilabel:`CodaBox` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:351 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:355 msgid "Potential issues" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:353 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:357 msgid "**CodaBox is not configured. Please check your configuration.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:355 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:359 msgid "Either the :guilabel:`Company VAT` or the :guilabel:`Accounting Firm VAT` is not set." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:357 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:361 msgid "**No connection exists with these accounting firms and company VAT numbers.** **Please check your configuration.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:360 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:364 msgid "This can happen when checking the connection status, and the :guilabel:`Accounting Firm VAT` and :guilabel:`Company VAT` combination still needs to be registered. This may happen if you have changed the :guilabel:`Company VAT` after the connection was established. For security reasons, you have to :ref:`recreate a connection ` for this :guilabel:`Company VAT`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:366 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:370 msgid "**It seems that your CodaBox connection is not valid anymore. Please connect again.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:368 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:372 msgid "This can happen if you revoke Odoo's access to your CodaBox account or still need to complete the configuration process. In this case, you must revoke the connection and create a new one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:371 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:375 msgid "**The provided password is not valid for this accounting firm.** **You must reuse the password you received from Odoo during your first connection.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:374 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:378 msgid "The password you provided is different from the one you received from Odoo during your first connection. You must use the password you received from Odoo during your first connection to create a new connection for this accounting firm. If you have lost your password, you must first revoke the Odoo connection on CodaBox's side (i.e., on your myCodaBox portal). Then, you can revoke the connection on Odoo's side and :ref:`create a new one `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:381 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:385 msgid "**It seems that the company or accounting firm VAT number you provided is not valid.** **Please check your configuration.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:384 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:388 msgid "Either the :guilabel:`Company VAT` or the :guilabel:`Accounting Firm VAT` is not in a valid Belgian format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:387 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:391 msgid "**It seems that the accounting firm VAT number you provided does not exist in CodaBox.** **Please check your configuration.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:390 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:394 msgid "The :guilabel:`Accounting Firm VAT` number you provided is not registered in CodaBox. You may not have a valid CodaBox license linked to this VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:393 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:397 msgid "**It seems you have already created a connection to CodaBox with this accounting firm.** **To create a new connection, you must first revoke the old one on myCodaBox portal.**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:396 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:400 msgid "You must go to your myCodaBox portal and revoke Odoo's access to your CodaBox account. Then, you can :ref:`create a new connection ` on Odoo's side." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:401 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:405 msgid "To revoke the connection between Odoo and CodaBox, go to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the :guilabel:`CodaBox` section, click on :guilabel:`Manage Connection`, then click on :guilabel:`Revoke`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:407 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:135 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:411 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:138 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:258 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid "Electronic invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:409 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:413 msgid "Odoo supports the **Peppol BIS Billing 3.0 (UBL)** electronic invoicing format. To enable it for a customer, go to :menuselection:`Accounting --> Customers --> Customers`, open their contact form, and under the :guilabel:`Accounting` tab, select the :guilabel:`Peppol BIS Billing 3.0` format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:414 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:418 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:202 msgid ":doc:`../accounting/customer_invoices/electronic_invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:419 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:423 #: ../../content/applications/finance/fiscal_localizations/canada.rst:256 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:399 msgid "Cash discount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:421 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:425 msgid "In Belgium, if an early payment discount is offered on an invoice, the tax is calculated based on the discounted total amount, whether the customer benefits from the discount or not." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:424 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 msgid "To apply the right tax amount and report it correctly in your VAT return, set the tax reduction as :guilabel:`Always (upon invoice)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:428 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:432 #: ../../content/applications/finance/fiscal_localizations/canada.rst:262 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:405 msgid ":doc:`../accounting/customer_invoices/cash_discounts`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:433 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:437 msgid "Fiscal certification: POS restaurant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:435 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:439 msgid "In Belgium, the owner of a cooking business such as a restaurant or food truck is required by law to use a government-certified **Cash Register System** for their receipts. This applies if their yearly earnings (excluding VAT, drinks, and take-away food) exceed 25,000 euros." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:439 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:443 msgid "This government-certified system entails the use of a :ref:`certified POS system `, along with a device called a :ref:`Fiscal Data Module ` (or **black box**) and a :ref:`VAT Signing Card `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:444 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:448 msgid "Do not forget to register as *foodservice industry manager* on the `Federal Public Service Finance registration form `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:450 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:454 msgid "Certified POS system" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:452 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:456 msgid "The Odoo POS system is certified for the major versions of databases hosted on **Odoo Online**, **Odoo.sh**, and **On-Premise**. Please refer to the following table to ensure that your POS system is certified." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:461 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:465 #: ../../content/applications/finance/payment_providers/stripe.rst:18 msgid "Odoo Online" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:462 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:466 msgid "Odoo.sh" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:463 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 msgid "On-Premise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:464 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:468 msgid "Odoo 18.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:465 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:466 -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:467 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:469 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:470 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:471 @@ -18369,122 +18368,125 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/belgium.rst:481 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:482 #: ../../content/applications/finance/fiscal_localizations/belgium.rst:483 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:485 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:486 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:487 msgid "Certified" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:468 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 msgid "Odoo 17.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:472 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:476 msgid "Odoo 16.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:476 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:480 msgid "Odoo 15.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:480 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:484 msgid "Odoo 14.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:486 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:490 msgid ":doc:`/administration/supported_versions`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:488 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:492 msgid "A `certified POS system `_ must adhere to rigorous government regulations, which means it operates differently from a non-certified POS." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:492 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:496 msgid "On a certified POS, you cannot:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:494 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:498 msgid "Set up and use the **global discounts** feature (the `pos_discount` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:496 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 msgid "Set up and use the **loyalty programs** feature (the `pos_loyalty` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:498 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 msgid "Reprint receipts (the `pos_reprint` module is blacklisted and cannot be activated)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:499 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:503 msgid "Modify prices in order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:500 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 msgid "Modify or delete order lines in POS orders." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:501 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:505 msgid "Sell products without a valid VAT number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:502 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:506 msgid "Use a POS that is not connected to an IoT box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:504 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:508 msgid "The :doc:`cash rounding <../../sales/point_of_sale/pricing/cash_rounding>` feature must be activated and set to a :guilabel:`Rounding Precision` of `0,05` and a :guilabel:`Rounding Method` set as :guilabel:`Half-Up`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:507 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 msgid "Taxes must be set as included in the price. To set it up, go to :menuselection:`Point of Sale --> Configuration --> Settings`, and from the :guilabel:`Accounting` section, open the :guilabel:`Default Sales Tax` form by clicking the arrow next to the default sales tax field. There, click :guilabel:`Advanced Options` and enable :guilabel:`Included in Price`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:511 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:515 msgid "At the start of a POS session, users must click :guilabel:`Work in` to clock in. Doing so allows the registration of POS orders. If users are not clocked in, they cannot make POS orders. Likewise, they must click :guilabel:`Work Out` to clock out at the end of the session." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:516 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:520 msgid "If you configure a POS to work with a :abbr:`FDM (Fiscal Data Module)`, you cannot use it again without it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:522 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:526 msgid "Fiscal Data Module (FDM)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:524 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:528 msgid "An FDM, or **black box**, is a government-certified device that works together with the Point of Sale application and saves your POS orders information. Concretely, a **hash** (:dfn:`unique code`) is generated for each POS order and added to its receipt. This allows the government to verify that all revenue is declared." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:530 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:534 msgid "Only the FDM from **Boîtenoire.be** with the `FDM certificate number BMC04 `_ is supported by Odoo. `Contact the manufacturer (GCV BMC) `_ to order one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:538 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:542 msgid "Before setting up your database to work with an FDM, ensure you have the following hardware:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:540 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:544 msgid "a **Boîtenoire.be** (certificate number BMC04) FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:541 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:545 msgid "an RS-232 serial null modem cable per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:542 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:546 msgid "an RS-232 serial-to-USB adapter per FDM;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:543 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:547 msgid "an :ref:`IoT Box ` (one IoT box per FDM); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:544 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:548 msgid "a receipt printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:549 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:553 msgid "Black box module" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:551 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:555 msgid "As a pre-requisite, :ref:`activate ` the `Belgian Registered Cash Register` module (technical name: `pos_blackbox_be`)." msgstr "" @@ -18492,7 +18494,7 @@ msgstr "" msgid "black box modules for belgian fiscal certification" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:557 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:561 msgid "Once the module is activated, add your VAT number to your company information. To set it up, go to :menuselection:`Settings --> Companies --> Update Info`, and fill in the :guilabel:`VAT` field. Then, enter a national registration number for every staff member who operates the POS system. To do so, go to the :guilabel:`Employees` app and open an employee form. There, go to :menuselection:`HR settings tab --> Attendance/Point of Sale`, and fill in the :guilabel:`INSZ or BIS number` field." msgstr "" @@ -18500,35 +18502,35 @@ msgstr "" msgid "ISNZ or BIS number field on employee form" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:567 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:571 msgid "To input your information, click on your avatar, go to :menuselection:`My Profile --> Preference tab`, and enter your INSZ or BIS number in the designated field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:571 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:575 msgid "You must configure the :abbr:`FDM (Fiscal Data Module)` directly in the production database. Utilizing it in a testing environment may result in incorrect data being stored within the FDM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:577 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:581 msgid "IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:579 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 msgid "In order to use an :abbr:`FDM (Fiscal Data Module)`, you need a registered IoT Box. To register your IoT box, you must contact us through our `support contact form `_ and provide the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:583 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:587 msgid "your VAT number;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:584 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:588 msgid "your company's name, address, and legal structure; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:585 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:589 msgid "the Mac address of your IoT Box." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:587 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:591 msgid "Once your IoT box is certified, :doc:`connect <../../general/iot/config/connect>` it to your database. To verify that the IoT Box recognizes the FDM, go to the IoT homepage and scroll down the :guilabel:`IOT Device` section, which should display the FDM." msgstr "" @@ -18536,19 +18538,19 @@ msgstr "" msgid "Hardware status page on a registered IoT Box" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:594 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:598 msgid "Then, add the IoT to your POS. To do so, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, select your POS, scroll down to the :guilabel:`Connected Device` section, and enable :guilabel:`IoT Box`. Lastly, add the FMD in the :guilabel:`Fiscal Data Module` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:599 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:603 msgid "To be able to use an FDM, you must at least connect one :guilabel:`Receipt Printer`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:604 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:608 msgid "VAT signing card" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/belgium.rst:606 +#: ../../content/applications/finance/fiscal_localizations/belgium.rst:610 msgid "When you open a POS session and make your initial transaction, you are prompted to enter the PIN provided with your :abbr:`VSC (VAT signing card)`. The card is delivered by the :abbr:`FPS (Service Public Federal Finances)` upon `registration `_." msgstr "" @@ -18990,11 +18992,11 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:317 #: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:284 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:161 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:164 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:640 #: ../../content/applications/finance/fiscal_localizations/philippines.rst:42 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:189 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:221 msgid "Contacts" msgstr "" @@ -19094,7 +19096,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:387 #: ../../content/applications/finance/fiscal_localizations/ecuador.rst:357 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:304 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:252 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:284 msgid "Workflows" msgstr "" @@ -19257,7 +19259,7 @@ msgid ":ref:`Issue a credit note `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:494 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:607 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:612 msgid "Debit Notes" msgstr "" @@ -19278,7 +19280,7 @@ msgid ":ref:`Issue a debit note `" msgstr "" #: ../../content/applications/finance/fiscal_localizations/brazil.rst:511 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:212 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:215 msgid "Invoice cancellation" msgstr "" @@ -20016,7 +20018,7 @@ msgid "Includes all technical and functional requirements to generate delivery g msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:55 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:70 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:75 msgid "Odoo automatically installs the appropriate package for the company according to the country selected at the creation of the database." msgstr "" @@ -20033,19 +20035,20 @@ msgid "Navigate to :menuselection:`Settings --> Companies: Update Info` and ensu msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:70 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:275 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:82 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:194 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:226 msgid ":guilabel:`Company Name`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:71 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:195 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:227 msgid ":guilabel:`Address`:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:75 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:166 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:199 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:231 msgid ":guilabel:`State`" msgstr "" @@ -20114,7 +20117,7 @@ msgid ":guilabel:`SII Office`: select your company's :abbr:`SII (Servicio de Imp msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:115 -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:143 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:165 msgid "Electronic invoice data" msgstr "" @@ -20228,7 +20231,7 @@ msgid "Before going live, it is recommended to archive or remove all emails rela msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:194 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:266 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:271 msgid "Certificate" msgstr "" @@ -20258,7 +20261,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:213 #: ../../content/applications/finance/fiscal_localizations/mexico.rst:550 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:276 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:281 msgid "Multicurrency" msgstr "" @@ -20267,7 +20270,7 @@ msgid "The official currency rate is provided by `Chilean mindicador.cl `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/france.rst:12 msgid "FEC - Fichier des Écritures Comptables" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:10 +#: ../../content/applications/finance/fiscal_localizations/france.rst:14 msgid "An FEC :dfn:`Fichier des Écritures Comptables` audit file contains all the accounting data and entries recorded in all the accounting journals for a financial year. The entries in the file must be arranged in chronological order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:14 +#: ../../content/applications/finance/fiscal_localizations/france.rst:18 msgid "Since January 1st, 2014, every French company is required to produce and transmit this file upon request by the tax authorities for audit purposes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:20 +#: ../../content/applications/finance/fiscal_localizations/france.rst:24 msgid "FEC import" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:22 +#: ../../content/applications/finance/fiscal_localizations/france.rst:26 msgid "To make the onboarding of new users easier, Odoo Enterprise's French :ref:`fiscal localization package ` includes the **FEC Import** feature (module name: ``l10n_fr_fec_import``), which enables the import of existing FEC files from older software." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:26 +#: ../../content/applications/finance/fiscal_localizations/france.rst:30 msgid "To enable this feature, go to :menuselection:`Accounting --> Configuration --> Settings --> Accounting Import`, enable **FEC Import**, and *Save*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:29 +#: ../../content/applications/finance/fiscal_localizations/france.rst:33 msgid "Next, go to :menuselection:`Accounting --> Configuration --> FEC Import`, upload your FEC file, and click on *Import*." msgstr "" @@ -23650,544 +23657,544 @@ msgstr "" msgid "Should multiple files contain any \"Reports à Nouveaux\" (RAN) with the starting balance of the year, you might need to cancel those entries in the User Interface. Odoo makes those entries (RAN) useless." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:42 +#: ../../content/applications/finance/fiscal_localizations/france.rst:46 msgid "File formats" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:44 +#: ../../content/applications/finance/fiscal_localizations/france.rst:48 msgid "FEC files can only be in CSV format, as the XML format is not supported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:48 +#: ../../content/applications/finance/fiscal_localizations/france.rst:52 msgid "The FEC CSV file has a plain text format representing a data table, with the first line being a header and defining the list of fields for each entry, and each following line representing one accounting entry, in no predetermined order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:52 +#: ../../content/applications/finance/fiscal_localizations/france.rst:56 msgid "Our module expects the files to meet the following technical specifications:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:54 +#: ../../content/applications/finance/fiscal_localizations/france.rst:58 msgid "**Encoding**: UTF-8, UTF-8-SIG and iso8859_15." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:55 +#: ../../content/applications/finance/fiscal_localizations/france.rst:59 msgid "**Separator**: any of these: `;` or `|` or `,` or `TAB`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:56 +#: ../../content/applications/finance/fiscal_localizations/france.rst:60 msgid "**Line terminators**: both CR+LF (`\\\\r\\\\n`) and LF (`\\\\n`) character groups are supported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:57 +#: ../../content/applications/finance/fiscal_localizations/france.rst:61 msgid "**Date format**: `%Y%m%d`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:62 +#: ../../content/applications/finance/fiscal_localizations/france.rst:66 msgid "Fields description and use" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:65 +#: ../../content/applications/finance/fiscal_localizations/france.rst:69 msgid "#" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:65 +#: ../../content/applications/finance/fiscal_localizations/france.rst:69 msgid "Field name" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:65 +#: ../../content/applications/finance/fiscal_localizations/france.rst:69 msgid "Use" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:65 +#: ../../content/applications/finance/fiscal_localizations/france.rst:69 msgid "Format" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:67 +#: ../../content/applications/finance/fiscal_localizations/france.rst:71 msgid "01" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:67 +#: ../../content/applications/finance/fiscal_localizations/france.rst:71 msgid "JournalCode" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:67 +#: ../../content/applications/finance/fiscal_localizations/france.rst:71 msgid "Journal Code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:67 +#: ../../content/applications/finance/fiscal_localizations/france.rst:71 msgid "`journal.code` and `journal.name` if `JournalLib` is not provided" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:67 -#: ../../content/applications/finance/fiscal_localizations/france.rst:70 -#: ../../content/applications/finance/fiscal_localizations/france.rst:72 -#: ../../content/applications/finance/fiscal_localizations/france.rst:77 -#: ../../content/applications/finance/fiscal_localizations/france.rst:79 +#: ../../content/applications/finance/fiscal_localizations/france.rst:71 +#: ../../content/applications/finance/fiscal_localizations/france.rst:74 +#: ../../content/applications/finance/fiscal_localizations/france.rst:76 #: ../../content/applications/finance/fiscal_localizations/france.rst:81 -#: ../../content/applications/finance/fiscal_localizations/france.rst:84 -#: ../../content/applications/finance/fiscal_localizations/france.rst:87 -#: ../../content/applications/finance/fiscal_localizations/france.rst:92 -#: ../../content/applications/finance/fiscal_localizations/france.rst:99 -#: ../../content/applications/finance/fiscal_localizations/france.rst:110 +#: ../../content/applications/finance/fiscal_localizations/france.rst:83 +#: ../../content/applications/finance/fiscal_localizations/france.rst:85 +#: ../../content/applications/finance/fiscal_localizations/france.rst:88 +#: ../../content/applications/finance/fiscal_localizations/france.rst:91 +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 +#: ../../content/applications/finance/fiscal_localizations/france.rst:103 +#: ../../content/applications/finance/fiscal_localizations/france.rst:114 msgid "Alphanumeric" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:70 +#: ../../content/applications/finance/fiscal_localizations/france.rst:74 msgid "02" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:70 +#: ../../content/applications/finance/fiscal_localizations/france.rst:74 msgid "JournalLib" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:70 +#: ../../content/applications/finance/fiscal_localizations/france.rst:74 msgid "Journal Label" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:70 +#: ../../content/applications/finance/fiscal_localizations/france.rst:74 msgid "`journal.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:72 +#: ../../content/applications/finance/fiscal_localizations/france.rst:76 msgid "03" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:72 +#: ../../content/applications/finance/fiscal_localizations/france.rst:76 msgid "EcritureNum" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:72 +#: ../../content/applications/finance/fiscal_localizations/france.rst:76 msgid "Numbering specific to each journal sequence number of the entry" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:72 +#: ../../content/applications/finance/fiscal_localizations/france.rst:76 msgid "`move.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:75 +#: ../../content/applications/finance/fiscal_localizations/france.rst:79 msgid "04" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:75 +#: ../../content/applications/finance/fiscal_localizations/france.rst:79 msgid "EcritureDate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:75 +#: ../../content/applications/finance/fiscal_localizations/france.rst:79 msgid "Accounting entry Date" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:75 -#: ../../content/applications/finance/fiscal_localizations/france.rst:90 +#: ../../content/applications/finance/fiscal_localizations/france.rst:79 +#: ../../content/applications/finance/fiscal_localizations/france.rst:94 msgid "`move.date`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:75 -#: ../../content/applications/finance/fiscal_localizations/france.rst:90 -#: ../../content/applications/finance/fiscal_localizations/france.rst:102 -#: ../../content/applications/finance/fiscal_localizations/france.rst:105 +#: ../../content/applications/finance/fiscal_localizations/france.rst:79 +#: ../../content/applications/finance/fiscal_localizations/france.rst:94 +#: ../../content/applications/finance/fiscal_localizations/france.rst:106 +#: ../../content/applications/finance/fiscal_localizations/france.rst:109 msgid "Date (yyyyMMdd)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:77 +#: ../../content/applications/finance/fiscal_localizations/france.rst:81 msgid "05" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:77 -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:81 +#: ../../content/applications/finance/fiscal_localizations/france.rst:206 msgid "CompteNum" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:77 +#: ../../content/applications/finance/fiscal_localizations/france.rst:81 msgid "Account Number" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:77 +#: ../../content/applications/finance/fiscal_localizations/france.rst:81 msgid "`account.code`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:79 +#: ../../content/applications/finance/fiscal_localizations/france.rst:83 msgid "06" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:79 +#: ../../content/applications/finance/fiscal_localizations/france.rst:83 msgid "CompteLib" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:79 +#: ../../content/applications/finance/fiscal_localizations/france.rst:83 msgid "Account Label" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:79 +#: ../../content/applications/finance/fiscal_localizations/france.rst:83 msgid "`account.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 +#: ../../content/applications/finance/fiscal_localizations/france.rst:85 msgid "07" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 +#: ../../content/applications/finance/fiscal_localizations/france.rst:85 msgid "CompAuxNum" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 +#: ../../content/applications/finance/fiscal_localizations/france.rst:85 msgid "Secondary account Number (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:81 +#: ../../content/applications/finance/fiscal_localizations/france.rst:85 msgid "`partner.ref`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:84 +#: ../../content/applications/finance/fiscal_localizations/france.rst:88 msgid "08" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:84 +#: ../../content/applications/finance/fiscal_localizations/france.rst:88 msgid "CompAuxLib" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:84 +#: ../../content/applications/finance/fiscal_localizations/france.rst:88 msgid "Secondary account Label (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:84 +#: ../../content/applications/finance/fiscal_localizations/france.rst:88 msgid "`partner.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:87 +#: ../../content/applications/finance/fiscal_localizations/france.rst:91 msgid "09" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:87 +#: ../../content/applications/finance/fiscal_localizations/france.rst:91 msgid "PieceRef" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:87 +#: ../../content/applications/finance/fiscal_localizations/france.rst:91 msgid "Document Reference" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:87 +#: ../../content/applications/finance/fiscal_localizations/france.rst:91 msgid "`move.ref` and `move.name` if `EcritureNum` is not provided" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:90 +#: ../../content/applications/finance/fiscal_localizations/france.rst:94 msgid "PieceDate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:90 +#: ../../content/applications/finance/fiscal_localizations/france.rst:94 msgid "Document Date" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:92 +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 msgid "11" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:92 +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 msgid "EcritureLib" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:92 +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 msgid "Account entry Label" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:92 +#: ../../content/applications/finance/fiscal_localizations/france.rst:96 msgid "`move_line.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:94 +#: ../../content/applications/finance/fiscal_localizations/france.rst:98 msgid "Debit amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:94 +#: ../../content/applications/finance/fiscal_localizations/france.rst:98 msgid "`move_line.debit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:94 -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 -#: ../../content/applications/finance/fiscal_localizations/france.rst:107 -#: ../../content/applications/finance/fiscal_localizations/france.rst:117 +#: ../../content/applications/finance/fiscal_localizations/france.rst:98 +#: ../../content/applications/finance/fiscal_localizations/france.rst:100 +#: ../../content/applications/finance/fiscal_localizations/france.rst:111 +#: ../../content/applications/finance/fiscal_localizations/france.rst:121 msgid "Float" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 -#: ../../content/applications/finance/fiscal_localizations/france.rst:120 +#: ../../content/applications/finance/fiscal_localizations/france.rst:100 +#: ../../content/applications/finance/fiscal_localizations/france.rst:124 msgid "13" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 +#: ../../content/applications/finance/fiscal_localizations/france.rst:100 msgid "Credit amount (Field name \"Crédit\" is not allowed)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:96 +#: ../../content/applications/finance/fiscal_localizations/france.rst:100 msgid "`move_line.credit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:99 +#: ../../content/applications/finance/fiscal_localizations/france.rst:103 msgid "14" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:99 +#: ../../content/applications/finance/fiscal_localizations/france.rst:103 msgid "EcritureLet" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:99 +#: ../../content/applications/finance/fiscal_localizations/france.rst:103 msgid "Accounting entry cross reference (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:99 +#: ../../content/applications/finance/fiscal_localizations/france.rst:103 msgid "`move_line.fec_matching_number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:102 +#: ../../content/applications/finance/fiscal_localizations/france.rst:106 msgid "15" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:102 +#: ../../content/applications/finance/fiscal_localizations/france.rst:106 msgid "DateLet" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:102 +#: ../../content/applications/finance/fiscal_localizations/france.rst:106 msgid "Accounting entry date (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:102 -#: ../../content/applications/finance/fiscal_localizations/france.rst:105 +#: ../../content/applications/finance/fiscal_localizations/france.rst:106 +#: ../../content/applications/finance/fiscal_localizations/france.rst:109 msgid "unused" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:105 +#: ../../content/applications/finance/fiscal_localizations/france.rst:109 msgid "16" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:105 +#: ../../content/applications/finance/fiscal_localizations/france.rst:109 msgid "ValidDate" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:105 +#: ../../content/applications/finance/fiscal_localizations/france.rst:109 msgid "Accounting entry validation date" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:107 +#: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "17" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:107 +#: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "Montantdevise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:107 +#: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "Currency amount (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:107 +#: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "`move_line.amount_currency`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:110 +#: ../../content/applications/finance/fiscal_localizations/france.rst:114 msgid "18" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:110 +#: ../../content/applications/finance/fiscal_localizations/france.rst:114 msgid "Idevise" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:110 +#: ../../content/applications/finance/fiscal_localizations/france.rst:114 msgid "Currency identifier (accepts null)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:110 +#: ../../content/applications/finance/fiscal_localizations/france.rst:114 msgid "`currency.name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:114 +#: ../../content/applications/finance/fiscal_localizations/france.rst:118 msgid "These two fields can be found in place of the others in the sence above." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:117 +#: ../../content/applications/finance/fiscal_localizations/france.rst:121 msgid "Montant" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:117 +#: ../../content/applications/finance/fiscal_localizations/france.rst:121 msgid "Amount" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:117 +#: ../../content/applications/finance/fiscal_localizations/france.rst:121 msgid "`move_line.debit` or `move_line.credit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:120 +#: ../../content/applications/finance/fiscal_localizations/france.rst:124 msgid "Sens" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:120 +#: ../../content/applications/finance/fiscal_localizations/france.rst:124 msgid "Can be \"C\" for Credit or \"D\" for Debit" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:120 +#: ../../content/applications/finance/fiscal_localizations/france.rst:124 msgid "determines `move_line.debit` or `move_line.credit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:120 +#: ../../content/applications/finance/fiscal_localizations/france.rst:124 msgid "Char" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:127 +#: ../../content/applications/finance/fiscal_localizations/france.rst:131 msgid "Implementation details" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:129 +#: ../../content/applications/finance/fiscal_localizations/france.rst:133 msgid "The following accounting entities are imported from the FEC files: **Accounts, Journals, Partners**, and **Moves**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:132 +#: ../../content/applications/finance/fiscal_localizations/france.rst:136 msgid "Our module determines the encoding, the line-terminator character, and the separator that are used in the file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:135 +#: ../../content/applications/finance/fiscal_localizations/france.rst:139 msgid "A check is then performed to see if every line has the correct number of fields corresponding to the header." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:138 +#: ../../content/applications/finance/fiscal_localizations/france.rst:142 msgid "If the check passes, then the file is read in full, kept in memory, and scanned. Accounting entities are imported one type at a time, in the following order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:144 +#: ../../content/applications/finance/fiscal_localizations/france.rst:148 msgid "Accounts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:146 +#: ../../content/applications/finance/fiscal_localizations/france.rst:150 msgid "Every accounting entry is related to an account, which should be determined by the field `CompteNum`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:152 +#: ../../content/applications/finance/fiscal_localizations/france.rst:156 msgid "Code matching" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:154 +#: ../../content/applications/finance/fiscal_localizations/france.rst:158 msgid "Should a similar account code already be present in the system, the existing one is used instead of creating a new one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:157 +#: ../../content/applications/finance/fiscal_localizations/france.rst:161 msgid "Accounts in Odoo generally have a number of digits that are default for the fiscal localization. As the FEC module is related to the French localization, the default number of relevant digits is 6." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:160 +#: ../../content/applications/finance/fiscal_localizations/france.rst:164 msgid "This means that the account codes the trailing zeroes are right-trimmed, and that the comparison between the account codes in the FEC file and the ones already existing in Odoo is performed only on the first six digits of the codes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:165 +#: ../../content/applications/finance/fiscal_localizations/france.rst:169 msgid "The account code `65800000` in the file is matched against an existing `658000` account in Odoo, and that account is used instead of creating a new one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:171 +#: ../../content/applications/finance/fiscal_localizations/france.rst:175 msgid "Reconcilable flag" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:173 +#: ../../content/applications/finance/fiscal_localizations/france.rst:177 msgid "An account is technically flagged as *reconcilable* if the first line in which it appears has the `EcritureLet` field filled out, as this flag means that the accounting entry is going to be reconciled with another one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:179 +#: ../../content/applications/finance/fiscal_localizations/france.rst:183 msgid "In case the line somehow has this field not filled out, but the entry still has to be reconciled with a payment that hasn't yet been recorded, this isn't a problem anyway; the account is flagged as reconcilable as soon as the import of the move lines requires it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:186 +#: ../../content/applications/finance/fiscal_localizations/france.rst:190 msgid "Account type and templates matching" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:188 +#: ../../content/applications/finance/fiscal_localizations/france.rst:192 msgid "As the **type** of the account is not specified in the FEC format, **new** accounts are created with the default type *Current Assets* and then, at the end of the import process, they are matched against the installed Chart of Account templates. Also, the *reconcile* flag is also computed this way." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:193 +#: ../../content/applications/finance/fiscal_localizations/france.rst:197 msgid "The match is done with the left-most digits, starting by using all digits, then 3, then 2." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:198 +#: ../../content/applications/finance/fiscal_localizations/france.rst:202 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:54 msgid "Code" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:198 +#: ../../content/applications/finance/fiscal_localizations/france.rst:202 msgid "Full comparison" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:198 +#: ../../content/applications/finance/fiscal_localizations/france.rst:202 msgid "3-digits comparison" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:198 +#: ../../content/applications/finance/fiscal_localizations/france.rst:202 msgid "2-digits comparison" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:200 +#: ../../content/applications/finance/fiscal_localizations/france.rst:204 #: ../../content/applications/finance/payment_providers/authorize.rst:82 msgid "Template" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:200 -#: ../../content/applications/finance/fiscal_localizations/france.rst:200 +#: ../../content/applications/finance/fiscal_localizations/france.rst:204 +#: ../../content/applications/finance/fiscal_localizations/france.rst:204 msgid "`400000`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:200 +#: ../../content/applications/finance/fiscal_localizations/france.rst:204 msgid "`400`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:200 -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:204 +#: ../../content/applications/finance/fiscal_localizations/france.rst:206 msgid "`40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:206 +#: ../../content/applications/finance/fiscal_localizations/france.rst:206 msgid "`40100000`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:202 +#: ../../content/applications/finance/fiscal_localizations/france.rst:206 msgid "`401`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:204 +#: ../../content/applications/finance/fiscal_localizations/france.rst:208 msgid "**Result**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:204 +#: ../../content/applications/finance/fiscal_localizations/france.rst:208 msgid "Match **found**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:207 +#: ../../content/applications/finance/fiscal_localizations/france.rst:211 msgid "The type of the account is then flagged as *payable* and *reconcilable* as per the account template." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:214 +#: ../../content/applications/finance/fiscal_localizations/france.rst:218 msgid "Journals are also checked against those already existing in Odoo to avoid duplicates, also in the case of multiple FEC files imports." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:217 +#: ../../content/applications/finance/fiscal_localizations/france.rst:221 msgid "Should a similar journal code already be present in the system, the existing one is used instead of creating a new one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:220 +#: ../../content/applications/finance/fiscal_localizations/france.rst:224 msgid "New journals have their name prefixed by the string ``FEC-``." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:223 +#: ../../content/applications/finance/fiscal_localizations/france.rst:227 msgid "`ACHATS` -> `FEC-ACHATS`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:225 +#: ../../content/applications/finance/fiscal_localizations/france.rst:229 msgid "The journals are *not* archived, the user is entitled to handle them as he wishes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:230 +#: ../../content/applications/finance/fiscal_localizations/france.rst:234 msgid "Journal type determination" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:232 +#: ../../content/applications/finance/fiscal_localizations/france.rst:236 msgid "The journal type is also not specified in the format (as per the accounts) and therefore it is at first created with the default type `general`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:235 +#: ../../content/applications/finance/fiscal_localizations/france.rst:239 msgid "At the end of the import process, the type is determined as per these rules regarding related moves and accounts:" msgstr "" @@ -24219,494 +24226,494 @@ msgstr "" msgid "`general`: for everything else." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:251 +#: ../../content/applications/finance/fiscal_localizations/france.rst:255 msgid "A minimum of three moves is necessary for journal type identification." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:252 +#: ../../content/applications/finance/fiscal_localizations/france.rst:256 msgid "A threshold of 70% of moves must correspond to a criteria for a journal type to be determined." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:255 +#: ../../content/applications/finance/fiscal_localizations/france.rst:259 msgid "Suppose we are analyzing the moves that share a certain `journal_id`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:258 -#: ../../content/applications/finance/fiscal_localizations/france.rst:293 +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +#: ../../content/applications/finance/fiscal_localizations/france.rst:297 msgid "Moves" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:258 +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 msgid "Count" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:258 +#: ../../content/applications/finance/fiscal_localizations/france.rst:262 msgid "Percentage" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:260 +#: ../../content/applications/finance/fiscal_localizations/france.rst:264 msgid "that have a sale account line and no purchase account line" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +#: ../../content/applications/finance/fiscal_localizations/france.rst:266 msgid "that have a purchase account line and no sale account line" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:262 +#: ../../content/applications/finance/fiscal_localizations/france.rst:266 msgid "25%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:264 +#: ../../content/applications/finance/fiscal_localizations/france.rst:268 msgid "that have a liquidity account line" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:264 +#: ../../content/applications/finance/fiscal_localizations/france.rst:268 msgid "3" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:264 +#: ../../content/applications/finance/fiscal_localizations/france.rst:268 msgid "**75%**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:266 +#: ../../content/applications/finance/fiscal_localizations/france.rst:270 #: ../../content/applications/finance/fiscal_localizations/india.rst:194 #: ../../content/applications/finance/fiscal_localizations/india.rst:208 msgid "**Total**" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:266 +#: ../../content/applications/finance/fiscal_localizations/france.rst:270 msgid "4" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:266 +#: ../../content/applications/finance/fiscal_localizations/france.rst:270 msgid "100%" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:269 +#: ../../content/applications/finance/fiscal_localizations/france.rst:273 msgid "The journal `type` would be `bank`, because the bank moves percentage (75%) exceeds the threshold (70%)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:275 +#: ../../content/applications/finance/fiscal_localizations/france.rst:279 msgid "Partners" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:277 +#: ../../content/applications/finance/fiscal_localizations/france.rst:281 msgid "Each partner keeps its `Reference` from the field `CompAuxNum`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:281 +#: ../../content/applications/finance/fiscal_localizations/france.rst:285 msgid "These fields are searchable, in line with former FEC imports on the accounting expert's side for fiscal/audit purposes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:286 +#: ../../content/applications/finance/fiscal_localizations/france.rst:290 msgid "Users can merge partners with the Data Cleaning App, where Vendors and Customers or similar partner entries may be merged by the user, with assistance from the system that groups them by similar entries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:295 +#: ../../content/applications/finance/fiscal_localizations/france.rst:299 msgid "Entries are immediately posted and reconciled after submission, using the `EcritureLet` field to do the matching between the entries themselves." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:298 +#: ../../content/applications/finance/fiscal_localizations/france.rst:302 msgid "The `EcritureNum` field represents the name of the moves. We noticed that sometimes it may not be filled out. In this case, the field `PieceRef` is used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:304 +#: ../../content/applications/finance/fiscal_localizations/france.rst:308 msgid "Rounding issues" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:306 +#: ../../content/applications/finance/fiscal_localizations/france.rst:310 msgid "There is a rounding tolerance with a currency-related precision on debit and credit (i.e., 0.01 for EUR). Under this tolerance, a new line is added to the move, named *Import rounding difference*, targeting the accounts:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:310 +#: ../../content/applications/finance/fiscal_localizations/france.rst:314 msgid "`658000` Charges diverses de gestion courante, for added debits" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:311 +#: ../../content/applications/finance/fiscal_localizations/france.rst:315 msgid "`758000` Produits divers de gestion courante, for added credits" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:316 +#: ../../content/applications/finance/fiscal_localizations/france.rst:320 msgid "Missing move name" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:318 +#: ../../content/applications/finance/fiscal_localizations/france.rst:322 msgid "Should the `EcritureNum` not be filled out, it may also happen that the `PieceRef` field is also not suited to determine the move name (it may be used as an accounting move line reference) leaving no way to actually find which lines are to be grouped in a single move, and effectively impeding the creation of balanced moves." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:323 +#: ../../content/applications/finance/fiscal_localizations/france.rst:327 msgid "One last attempt is made, grouping all lines from the same journal and date (`JournalLib`, `EcritureDate`). Should this grouping generate balanced moves (sum(credit) - sum(debit) = 0), then each different combination of journal and date creates a new move." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:328 +#: ../../content/applications/finance/fiscal_localizations/france.rst:332 msgid "`ACH` + `2021/05/01` --> new move on journal `ACH` with name `20210501`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:330 +#: ../../content/applications/finance/fiscal_localizations/france.rst:334 msgid "Should this attempt fail, the user is prompted an error message with all the move lines that are supposedly unbalanced." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:338 +#: ../../content/applications/finance/fiscal_localizations/france.rst:342 msgid "If a line has the partner information specified, the information is copied to the accounting move itself if the targeted Journal is of type *payable* or *receivable*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:344 +#: ../../content/applications/finance/fiscal_localizations/france.rst:348 msgid "Export" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:346 +#: ../../content/applications/finance/fiscal_localizations/france.rst:350 msgid "If you have installed the French :ref:`fiscal localization package `, you should be able to download the FEC. To do so, go to :menuselection:`Accounting --> Reporting --> France --> FEC`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:352 +#: ../../content/applications/finance/fiscal_localizations/france.rst:356 msgid "If you do not see the submenu **FEC**, go to :menuselection:`Apps`, remove the *Apps* filter, then search for the module named **France-FEC** and make sure it is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:357 +#: ../../content/applications/finance/fiscal_localizations/france.rst:361 msgid "`Official Technical Specification (fr) `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:359 +#: ../../content/applications/finance/fiscal_localizations/france.rst:363 msgid "`Test-Compta-Demat (Official FEC Testing tool) `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:365 +#: ../../content/applications/finance/fiscal_localizations/france.rst:369 msgid "French accounting reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:367 +#: ../../content/applications/finance/fiscal_localizations/france.rst:371 msgid "If you have installed the French Accounting, you will have access to some accounting reports specific to France:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:370 +#: ../../content/applications/finance/fiscal_localizations/france.rst:374 msgid "Bilan comptable" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:371 +#: ../../content/applications/finance/fiscal_localizations/france.rst:375 msgid "Compte de résultats" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:372 +#: ../../content/applications/finance/fiscal_localizations/france.rst:376 msgid "Plan de Taxes France" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:377 +#: ../../content/applications/finance/fiscal_localizations/france.rst:381 msgid "Liasse fiscale" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:379 +#: ../../content/applications/finance/fiscal_localizations/france.rst:383 msgid "The *liasse fiscale* (tax returns) is a collection of standardized financial documents that businesses must submit annually to the tax authorities. It comprehensively summarizes the company’s financial activities and determines corporate taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:383 +#: ../../content/applications/finance/fiscal_localizations/france.rst:387 msgid "`Teledec `_ is a platform used to prepare and submit tax returns using data from accounting records. To synchronize your accounting data stored in Odoo with Teledec and electronically send your company's *liasse fiscale* to the DGFiP (Direction Générale des Finances Publiques), follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:388 +#: ../../content/applications/finance/fiscal_localizations/france.rst:392 msgid ":ref:`localization/france/teledec-account`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:389 +#: ../../content/applications/finance/fiscal_localizations/france.rst:393 msgid ":ref:`localization/france/teledec-registration`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:390 +#: ../../content/applications/finance/fiscal_localizations/france.rst:394 msgid ":ref:`localization/france/teledec-synchronization`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:395 +#: ../../content/applications/finance/fiscal_localizations/france.rst:399 msgid "Teledec account creation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:397 +#: ../../content/applications/finance/fiscal_localizations/france.rst:401 msgid "To create a Teledec account, access the `Teledec account creation page `_ and fill in the :guilabel:`Adresse e-mail` field with an email address. Choose a secure password, accept the general terms and conditions by checking the box, and click :guilabel:`S'enregistrer` to save. Then, enter the :abbr:`SIREN (Système d'identification du répertoire des entreprises, Business Directory Identification System)` number of the company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:404 +#: ../../content/applications/finance/fiscal_localizations/france.rst:408 msgid "If the account has already been created, click :guilabel:`Déjà enregistré?` (Already registered)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:409 +#: ../../content/applications/finance/fiscal_localizations/france.rst:413 msgid "Company registration and fiscal year information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:411 +#: ../../content/applications/finance/fiscal_localizations/france.rst:415 msgid "To register the company on Teledec, go to :guilabel:`Vos entreprises` (Your companies) and click :guilabel:`Enregistrer votre entreprise` (Register your company). Make sure to fill in the following company information in the :guilabel:`Coordonnées de l'entreprise` (Company's details) and :guilabel:`Représentant légal` (Legal representative) sections:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:416 +#: ../../content/applications/finance/fiscal_localizations/france.rst:420 msgid ":guilabel:`Nom de l'entreprise`: Company's name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:417 +#: ../../content/applications/finance/fiscal_localizations/france.rst:421 msgid ":guilabel:`Forme juridique`: Select the company's legal form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:418 +#: ../../content/applications/finance/fiscal_localizations/france.rst:422 msgid ":guilabel:`Les comptes sont clôturés le`: Closing date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:419 +#: ../../content/applications/finance/fiscal_localizations/france.rst:423 msgid ":guilabel:`Régime d'imposition, choix de la liasse`: Select the Tax scheme and tax return option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:420 +#: ../../content/applications/finance/fiscal_localizations/france.rst:424 msgid ":guilabel:`Adresse du siège social`: Head office address." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:421 +#: ../../content/applications/finance/fiscal_localizations/france.rst:425 msgid ":guilabel:`Nom du représentant légal`: Legal representative's name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:422 +#: ../../content/applications/finance/fiscal_localizations/france.rst:426 msgid ":guilabel:`Agissant en qualité de`: Legal representative's function." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:423 +#: ../../content/applications/finance/fiscal_localizations/france.rst:427 msgid ":guilabel:`Numéro de téléphone`: Phone number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:425 +#: ../../content/applications/finance/fiscal_localizations/france.rst:429 msgid "Click :guilabel:`Sauvegarder` (Save) to display the next step :guilabel:`Informations générales sur l'exercice déclaré` (General information about the declared fiscal year). Then, fill in information on the financial year, such as the fiscal year start and end dates or the closing date and duration of the previous fiscal period. After saving, the list of documents included in the *liasse fiscale* is displayed, including both standard tax forms and those customized for the company’s tax return." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:433 +#: ../../content/applications/finance/fiscal_localizations/france.rst:437 msgid "The :guilabel:`Etat` (Status) column shows the progress of the document filing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:434 +#: ../../content/applications/finance/fiscal_localizations/france.rst:438 msgid "Click :guilabel:`Compléter` to fill out a document, then :guilabel:`Sauvegarder` to save." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:435 +#: ../../content/applications/finance/fiscal_localizations/france.rst:439 msgid "To print a blank version of the declaration, click :guilabel:`Imprimer la déclaration` and select the :guilabel:`Imprimer la déclaration avec les notices` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:441 +#: ../../content/applications/finance/fiscal_localizations/france.rst:445 msgid "Odoo synchronization" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:443 +#: ../../content/applications/finance/fiscal_localizations/france.rst:447 msgid "To enable Odoo to automatically fill in the data for the :guilabel:`Liasse fiscale`, click :guilabel:`Autres actions` (Other actions) in the top-right corner and select :guilabel:`Synchroniser avec un logiciel tiers` (Synchronize with third-party software), then :guilabel:`Synchroniser cette liasse avec Odoo` (Synchronize this *liasse* with Odoo)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:448 +#: ../../content/applications/finance/fiscal_localizations/france.rst:452 msgid "In the :guilabel:`Synchroniser cette liasse avec Odoo` window, fill in the following information to complete the synchronization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:451 +#: ../../content/applications/finance/fiscal_localizations/france.rst:455 msgid ":guilabel:`Nom / URL complète de la base de données ODOO`: Odoo database name or URL. To provide the full URL of the database, enable :guilabel:`Je voudrais donner une url complète hors .odoo.com` option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:454 +#: ../../content/applications/finance/fiscal_localizations/france.rst:458 msgid ":guilabel:`Nom de l'utilisateur`: User name associated with the Odoo account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:455 +#: ../../content/applications/finance/fiscal_localizations/france.rst:459 msgid ":guilabel:`Clé API`: :ref:`API key ` generated by the Odoo instance." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:457 +#: ../../content/applications/finance/fiscal_localizations/france.rst:461 msgid "Next, click :guilabel:`Importer` to synch data from Odoo. In the :guilabel:`Confirmation de la synchronisation de liasse avec Odoo` window, review the amounts and make any necessary changes. Then click :guilabel:`Importer la balance` to confirm the synchronization of the *liasse fiscale* with Odoo and import the balance." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:463 +#: ../../content/applications/finance/fiscal_localizations/france.rst:467 msgid "Clicking :guilabel:`Importer la balance` may overwrite or alter any manual updates made previously." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:466 +#: ../../content/applications/finance/fiscal_localizations/france.rst:470 msgid "To make payment and send the declaration to the tax authorities, click :guilabel:`Paiement & envoi de la déclaration`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:472 +#: ../../content/applications/finance/fiscal_localizations/france.rst:476 msgid "Get the VAT anti-fraud certification with Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:474 +#: ../../content/applications/finance/fiscal_localizations/france.rst:478 msgid "As of January 1st 2018, a new anti-fraud legislation comes into effect in France and DOM-TOM. This new legislation stipulates certain criteria concerning the inalterability, security, storage and archiving of sales data. These legal requirements are implemented in Odoo, version 9 onward, through a module and a certificate of conformity to download." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:483 +#: ../../content/applications/finance/fiscal_localizations/france.rst:487 msgid "Is my company required to use anti-fraud software?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:485 +#: ../../content/applications/finance/fiscal_localizations/france.rst:489 msgid "Your company is required to use an anti-fraud cash register software like Odoo (CGI art. 286, I. 3° bis) if:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:488 +#: ../../content/applications/finance/fiscal_localizations/france.rst:492 msgid "You are taxable (not VAT exempt) in France or any DOM-TOM," msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:489 +#: ../../content/applications/finance/fiscal_localizations/france.rst:493 msgid "Some of your customers are private individuals (B2C)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:491 +#: ../../content/applications/finance/fiscal_localizations/france.rst:495 msgid "This rule applies to any company size. Auto-entrepreneurs are exempted from VAT and therefore are not affected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:497 +#: ../../content/applications/finance/fiscal_localizations/france.rst:501 msgid "Get certified with Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:499 +#: ../../content/applications/finance/fiscal_localizations/france.rst:503 msgid "Getting compliant with Odoo is very easy." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:501 +#: ../../content/applications/finance/fiscal_localizations/france.rst:505 msgid "Your company is requested by the tax administration to deliver a certificate of conformity testifying that your software complies with the anti-fraud legislation. This certificate is granted by Odoo SA to Odoo Enterprise users `here `_. If you use Odoo Community, you should :doc:`upgrade to Odoo Enterprise ` or contact your Odoo service provider." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:508 +#: ../../content/applications/finance/fiscal_localizations/france.rst:512 msgid "In case of non-conformity, your company risks a fine of €7,500." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:510 +#: ../../content/applications/finance/fiscal_localizations/france.rst:514 msgid "To get the certification, just follow the following steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:512 +#: ../../content/applications/finance/fiscal_localizations/france.rst:516 msgid "If you use **Odoo Point of Sale**, :ref:`install ` the **France - VAT Anti-Fraud Certification for Point of Sale (CGI 286 I-3 bis)** module by going to :menuselection:`Apps`, removing the *Apps* filter, then searching for *l10n_fr_pos_cert*, and installing the module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:516 +#: ../../content/applications/finance/fiscal_localizations/france.rst:520 msgid "Make sure a country is set on your company, otherwise your entries won’t be encrypted for the inalterability check. To edit your company’s data, go to :menuselection:`Settings --> Users & Companies --> Companies`. Select a country from the list; Do not create a new country." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:520 +#: ../../content/applications/finance/fiscal_localizations/france.rst:524 msgid "Download the mandatory certificate of conformity delivered by Odoo SA `here `__." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:524 +#: ../../content/applications/finance/fiscal_localizations/france.rst:528 msgid "To install the module in any system created before December 18th 2017, you should update the modules list. To do so, activate the :ref:`developer mode `. Then go to the *Apps* menu and press *Update Modules List* in the top-menu." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:528 +#: ../../content/applications/finance/fiscal_localizations/france.rst:532 msgid "In case you run Odoo on-premise, you need to update your installation and restart your server beforehand." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:530 +#: ../../content/applications/finance/fiscal_localizations/france.rst:534 msgid "If you have installed the initial version of the anti-fraud module (prior to December 18th 2017), you need to update it. The module's name was *France - Accounting - Certified CGI 286 I-3 bis*. After an update of the modules list, search for the updated module in *Apps*, select it and click *Upgrade*. Finally, make sure the following module *l10n_fr_sale_closing* is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:541 +#: ../../content/applications/finance/fiscal_localizations/france.rst:545 msgid "Anti-fraud features" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:543 +#: ../../content/applications/finance/fiscal_localizations/france.rst:547 msgid "The anti-fraud module introduces the following features:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:545 +#: ../../content/applications/finance/fiscal_localizations/france.rst:549 msgid "**Inalterability**: deactivation of all the ways to cancel or modify key data of POS orders, invoices and journal entries;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:547 +#: ../../content/applications/finance/fiscal_localizations/france.rst:551 msgid "**Security**: chaining algorithm to verify the inalterability;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:548 +#: ../../content/applications/finance/fiscal_localizations/france.rst:552 msgid "**Storage**: automatic sales closings with computation of both period and cumulative totals (daily, monthly, annually)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:554 +#: ../../content/applications/finance/fiscal_localizations/france.rst:558 msgid "Inalterability" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:556 +#: ../../content/applications/finance/fiscal_localizations/france.rst:560 msgid "All the possible ways to cancel and modify key data of paid POS orders, confirmed invoices and journal entries are deactivated, if the company is located in France or in any DOM-TOM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:562 +#: ../../content/applications/finance/fiscal_localizations/france.rst:566 msgid "If you run a multi-companies environment, only the documents of such companies are impacted." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:567 +#: ../../content/applications/finance/fiscal_localizations/france.rst:571 msgid "Security" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:569 +#: ../../content/applications/finance/fiscal_localizations/france.rst:573 msgid "To ensure inalterability, every order or journal entry is encrypted upon validation. This number (or hash) is calculated from the key data of the document as well as from the hash of the precedent documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:574 +#: ../../content/applications/finance/fiscal_localizations/france.rst:578 msgid "The module introduces an interface to test the data inalterability. If any information is modified on a document after its validation, the test will fail. The algorithm recomputes all the hashes and compares them against the initial ones. In case of failure, the system points out the first corrupted document recorded in the system." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:580 +#: ../../content/applications/finance/fiscal_localizations/france.rst:584 msgid "Users with *Manager* access rights can launch the inalterability check. For POS orders, go to :menuselection:`Point of Sales --> Reporting --> French Statements`. For invoices or journal entries, go to :menuselection:`Invoicing/Accounting --> Reporting --> French Statements`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:589 +#: ../../content/applications/finance/fiscal_localizations/france.rst:593 msgid "Storage" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:591 +#: ../../content/applications/finance/fiscal_localizations/france.rst:595 msgid "The system also processes automatic sales closings on a daily, monthly and annual basis. Such closings distinctly compute the sales total of the period as well as the cumulative grand totals from the very first sales entry recorded in the system." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:597 +#: ../../content/applications/finance/fiscal_localizations/france.rst:601 msgid "Closings can be found in the *French Statements* menu of Point of Sale, Invoicing and Accounting apps." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:602 +#: ../../content/applications/finance/fiscal_localizations/france.rst:606 msgid "Closings compute the totals for journal entries of sales journals (Journal Type = Sales)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:604 +#: ../../content/applications/finance/fiscal_localizations/france.rst:608 msgid "For multi-companies environments, such closings are performed by company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:606 +#: ../../content/applications/finance/fiscal_localizations/france.rst:610 msgid "POS orders are posted as journal entries at the closing of the POS session. Closing a POS session can be done anytime. To prompt users to do it on a daily basis, the module prevents from resuming a session opened more than 24 hours ago. Such a session must be closed before selling again." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:612 +#: ../../content/applications/finance/fiscal_localizations/france.rst:616 msgid "A period’s total is computed from all the journal entries posted after the previous closing of the same type, regardless of their posting date. If you record a new sales transaction for a period already closed, it will be counted in the very next closing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:619 +#: ../../content/applications/finance/fiscal_localizations/france.rst:623 msgid "For test & audit purposes such closings can be manually generated in the :ref:`developer mode `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:621 +#: ../../content/applications/finance/fiscal_localizations/france.rst:625 msgid "Then go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:626 +#: ../../content/applications/finance/fiscal_localizations/france.rst:630 msgid "Responsibilities" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:628 +#: ../../content/applications/finance/fiscal_localizations/france.rst:632 msgid "Do not uninstall the module! If you do so, the hashes will be reset and none of your past data will be longer guaranteed as being inalterable." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:631 +#: ../../content/applications/finance/fiscal_localizations/france.rst:635 msgid "Users remain responsible for their Odoo instance and must use it with due diligence. It is not permitted to modify the source code which guarantees the inalterability of data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:635 +#: ../../content/applications/finance/fiscal_localizations/france.rst:639 msgid "Odoo absolves itself of all and any responsibility in case of changes in the module’s functions caused by 3rd party applications not certified by Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:641 +#: ../../content/applications/finance/fiscal_localizations/france.rst:645 msgid "More information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:643 +#: ../../content/applications/finance/fiscal_localizations/france.rst:647 msgid "You can find more information about this legislation in the following official documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:647 +#: ../../content/applications/finance/fiscal_localizations/france.rst:651 msgid "`Frequently Asked Questions `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:649 +#: ../../content/applications/finance/fiscal_localizations/france.rst:653 msgid "`Official Statement `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/france.rst:651 +#: ../../content/applications/finance/fiscal_localizations/france.rst:655 msgid "`Item 88 of Finance Law 2016 `_" msgstr "" @@ -24714,324 +24721,225 @@ msgstr "" msgid "Germany" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:6 -msgid "German Chart of Accounts" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:9 +msgid ":doc:`Documentation on e-invoicing's legality and compliance in Germany <../accounting/customer_invoices/electronic_invoicing/germany>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:8 -msgid "The chart of accounts SKR03 and SKR04 are both supported in Odoo. You can choose the one you want by going in :menuselection:`Accounting --> Configuration` then choose the package you want in the Fiscal Localization section." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:15 +msgid "Both SKR03 and SKR04 charts of accounts are supported in Odoo. When you create a new Odoo Online database, SKR03 is installed by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:12 -msgid "Be careful, you can only change the accounting package as long as you have not created any accounting entry." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:18 +msgid "Verify which is installed by going to :menuselection:`Accounting --> Configuration --> Settings` and checking the :guilabel:`Package` field under the :guilabel:`Fiscal Localization` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:16 -msgid "When you create a new Odoo Online database, the SKR03 is installed by default." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:22 +msgid "Selecting another package is only possible if you have not created an accounting entry. If one was posted, a new company or database must be set up to select another package. In addition, all journal entries will need to be created again." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:19 -msgid "German Accounting Reports" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:21 -msgid "Here is the list of German-specific reports available on Odoo Enterprise:" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:29 +msgid "The following German-specific reports available on Odoo Enterprise:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:25 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:33 msgid "Tax Report (Umsatzsteuervoranmeldung)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:26 -msgid "Partner VAT Intra" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:34 +msgid "EC Sales List" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:29 -msgid "Export from Odoo to Datev" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:38 +msgid "Exporting entries from Odoo to DATEV" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:31 -msgid "It is possible to export your accounting entries from Odoo to Datev. To be able to use this feature, the german accounting localization needs to be installed on your Odoo Enterprise database. Then you can go in :menuselection:`Accounting --> Reporting --> General Ledger` then click on the **Export Datev (csv)** button." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:40 +msgid "Provided that one of the German :ref:`fiscal localization packages ` is installed, you can export your accounting entries from Odoo to DATEV from the general ledger." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:39 -msgid "Point of Sale in Germany: Technical Security System" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:44 +msgid "Two types of exports are needed: first the DATEV ATCH export, then the DATEV DATA export." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:41 -msgid "The **Kassensicherungsverordnung** (The Act on Protection against Manipulation of Digital Records) requires that electronic record-keeping systems - including the :doc:`point of sale ` systems - must be equipped with a **Technical Security System** (also called **TSS** or **TSE**)." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:47 +msgid "Both are needed at different stages to transfer the data correctly to DATEV, as DATEV works with two interfaces, one for clients (DUO - DATEV Unternehmen Online) and one for tax advisors (DATEV Rechnungswesen)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:46 -msgid "Odoo offers a service that is compliant with the help of `fiskaly `_, a *cloud-based solution*." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:52 +msgid "1. DATEV ATCH" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:50 -msgid "Since this solution is cloud-based, a working internet connection is required." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:54 +msgid "Go to :menuselection:`Accounting --> Reporting --> General Ledger`, click the :icon:`fa-cog` (:guilabel:`Actions`) button, and select :guilabel:`Datev ATCH (zip)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:53 -msgid "The only VAT rates allowed are given by fiskaly. You can check these rates by consulting: `fiskaly DSFinV-K API: VAT Definition `_." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 +msgid "General ledger's actions menu with DATEV exports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:63 -msgid "If your database was created before June 2021, :ref:`upgrade ` your **Point of Sale** app (`point_of_sale`) and the **Restaurant** module (`pos_restaurant`)." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:60 +msgid "Upload the downloaded ZIP file via the `DATEV Belegtransfer software `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:65 -msgid ":ref:`Install ` the **Germany - Certification for Point of Sale** (`l10n_de_pos_cert`) and **Germany - Certification for Point of Sale of type restaurant** (`l10n_de_pos_res_cert`) modules." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:62 +msgid "If you do not have the DATEV Belegtransfer software installed on your computer, ask your tax advisor to help you with this." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:70 -msgid "If these modules are not listed, :ref:`update the app list `." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:66 +msgid "The DATEV ATCH ZIP file includes the files (reports) linked to an Odoo invoice or bill. For customer invoices, the file must have been generated by using the :guilabel:`Print & Send` button. For vendor bills, the file must have been received via an email alias or uploaded by using the :guilabel:`Upload` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 -msgid "Upgrading Odoo Point of Sale from the Apps dashboard" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:71 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:93 +msgid "DATEV ATCH ZIP file" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:77 -msgid "Register your company at the financial authority" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:73 +msgid "The ZIP file contains two types of files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:79 -msgid "To register your company, go to :menuselection:`Settings --> General Settings --> Companies --> Update Info`, fill out the following fields and *Save*." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:75 +msgid "the individual invoice/bill files (PDF, JPEG, etc.) for the selected period on the general ledger, and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:82 -msgid "**Company name**" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:77 +msgid "a :file:`document.xml` file used to generate a unique ID (GUID) for each file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:83 -msgid "Valid **address**" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:79 +msgid "These unique IDs are essential as they allow DATEV to automatically link the files to the individual journal items, which will be imported with the DATEV DATA file in the next step." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:84 -msgid "**VAT** number" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:83 +msgid "2. DATEV DATA" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:85 -msgid "**St.-Nr** (Steuernummer): this number is assigned by the tax office to every taxable natural or legal person. (e.g., `2893081508152`)" +msgid "Go to :menuselection:`Accounting --> Reporting --> General Ledger`, click the :icon:`fa-cog` (:guilabel:`Actions`) button, and select :guilabel:`Datev DATA (zip)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:87 -msgid "**W-IdNr** (Wirtschafts-Identifikationsnummer): this number is used as a permanent identification number for economically active persons." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:90 -msgid "You can then **register your company through fiskaly** by opening the *fiskaly* tab and clicking on the *fiskaly Registration* button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 -msgid "Button to register a company through fiskaly in Odoo" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:88 +msgid "Transfer the downloaded ZIP file to your tax advisor. They should import the ZIP file into DATEV Rechnungswesen." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:98 -msgid "If you do not see the *fiskaly Registration* button, make sure that you *saved* your company details and are not in *editing mode* anymore." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:91 +msgid "Check with your tax advisor how often they need these files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:101 -msgid "Once the registration has been finalized, new fields appear:" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:95 +msgid "The ZIP file contains three CSV files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:103 -msgid "**fiskaly organization ID** refers to the ID of your company at the fiskaly side." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:97 +msgid "the :file:`EXTF_customer_accounts.csv` file containing all information related to your customers," msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:104 -msgid "**fiskaly API key** and **secret** are the credentials the system uses to access the services offered by fiskaly." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:99 +msgid "the :file:`EXTF_vendor_accounts.csv` file containing all information related to your vendors, and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 -msgid "fiskaly keys as displayed on Odoo" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:101 +msgid "the :file:`EXTF_accounting_entries.csv` containing all journal items for the period defined on the general ledger, as well as the unique IDs (GUID) so that the journal items can be linked to the files inside the DATEV ATCH ZIP file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:112 -msgid "It is possible to request new credentials if there is any issue with the current ones." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:108 +msgid "GoBD compliance" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:115 -msgid "Create and link a Technical Security System to your PoS" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:110 +msgid "**GoBD** stands for *Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern, Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff*. In short, it is a guideline for the proper management and storage of books, records, and documents in electronic form, as well as for data access, that is relevant for the German tax authority, tax declaration, and balance sheet." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 -msgid "Create TSS option from a point of sale" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:116 +msgid "These principles have been written and published by the Federal Ministry of Finance (BMF) in November 2014. Since January 2015, **they have become the norm** and have replaced previously accepted practices linked to computer-based accounting. Several changes have been made by the BMF in 2019 and January 2020 to specify some of the content due to the development of digital solutions (cloud hosting, paperless companies, etc.)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:121 -msgid "To use your point of sale in Germany, you first have to create a :abbr:`TSS (Technical Security System)` for it." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:123 +msgid "Odoo is certified **GoBD-compliant**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:124 -msgid "To do so, go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, open the point of sale you want to edit, then check the box next to **Create TSS** and *Save*." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:126 +msgid "Understanding GoBD in relation to accounting software" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 -msgid "Example of TSS ID and Client ID from fiskaly in Odoo Point of Sale" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:128 +msgid "The **GoBD is binding for companies that have to present accounts**, which includes SMEs, freelancers, and entrepreneurs, to the financial authorities. As such, **the taxpayer himself is the sole responsible** for the complete and exhaustive keeping of fiscal-relevant data (above-mentioned financial and related data)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:131 -msgid "Once the creation of the TSS is successful, you can find your **TSS ID** and **Client ID** under the *fiskaly API* section." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:133 +msgid "Apart from software requirements, the user is required to ensure internal control systems (*in accordance with sec. 146 of the Fiscal Code*):" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:134 -msgid "**TSS ID** refers to the ID of your TSS at fiskaly's side." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:136 +msgid "access rights control;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:135 -msgid "**Client ID** refers to your PoS but at fiskaly's side." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:137 +msgid "segregation of duties, functional separating;" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:138 -msgid "DSFinV-K" +msgid "entry controls (error notifications, plausibility checks);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 -msgid "Menu to export DSFinV-K" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:139 +msgid "reconciliation checks at data entry;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:144 -msgid "Whenever you close a PoS session, the orders' details are sent to the :abbr:`DSFinV-K (Digitale Schnittstelle der Finanzverwaltung für Kassensysteme)` service of fiskaly." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:147 -msgid "In case of an audit, you can export the data sent to DSFinV-K by going to :menuselection:`Point of Sale --> Orders --> DSFinV-k exports`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:150 -msgid "These fields are mandatory:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:152 -msgid "**Name**" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:153 -msgid "**Start Datetime** (export data with dates larger than or equal to the given start date)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:154 -msgid "**End Datetime** (export data with dates smaller than or equal to the given end date)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:156 -msgid "Leave the **Point of Sale** field blank if you want to export the data of all your points of sale. Specify a Point of Sale if you want to export this specific PoS' data only." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:159 -msgid "The creation of a DSFinV-K export triggers on export at fiskaly's side." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 -msgid "Pending DSFinV-K export on Odoo" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:140 +msgid "processing controls; and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:165 -msgid "As you can see, the **State** is *Pending*. This means that the export has been successfully triggered and is being processed. You have to click on *Refresh State* to check if it is ready." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:141 +msgid "measures to prevent intentional or unintentional manipulation of software, data, or documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:171 -msgid "German Tax Accounting Standards: Odoo's guide to GoBD Compliance" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:143 +msgid "The user must distribute tasks within their organization to the relevant positions (*control*) and verify that the tasks are properly and completely performed (*supervision*). The result of these controls must be recorded (*documentation*), and should errors be found during these controls, appropriate measures to correct the situation should be put into place (*prevention*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:173 -msgid "**GoBD** stands for *Grundsätze zur ordnungsmäßigen Führung und Aufbewahrung von Büchern, Aufzeichnungen und Unterlagen in elektronischer Form sowie zum Datenzugriff*. In short, it is a **guideline for the proper management and storage of books, records, and documents in electronic form, as well as for data access**, that is relevant for the German tax authority, tax declaration, and balance sheet." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:149 +msgid "Data security" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:179 -msgid "These principles have been written and published by the Federal Ministry of Finance (BMF) in November 2014. Since January 2015, **they have become the norm** and replace previously accepted practices linked to computer-based accounting. Several changes have been made by the BMF in 2019 and January 2020 to specify some of the content and due to the development of digital solutions (cloud hosting, paperless companies, etc.)." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:151 +msgid "The taxpayer must **secure the system against any data loss** due to deletion, removal, or theft of any data. If the entries are not sufficiently secured, the bookkeeping will be regarded as not in accordance with the GoBD guidelines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:186 -msgid "Odoo gives you **the means to be compliant with GoBD**." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:189 -msgid "What do you need to know about GoBD when relying on accounting software?" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:192 -msgid "If you can, the best way to understand GoBD is to Read the `Official GoBD text `_. It is a bit long but quite readable for non-experts. But in short, here is what to expect:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:196 -msgid "The **GoBD is binding for companies that have to present accounts, which includes SMEs, freelancers, and entrepreneurs, to the financial authorities**. As such, **the taxpayer himself is the sole responsible** for the complete and exhaustive keeping of fiscal-relevant data (above-mentioned financial and related data)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:201 -msgid "Apart from software requirements, the user is required to ensure Internal control systems (*in accordance with sec. 146 of the Fiscal Code*):" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:204 -msgid "Access rights control;" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:205 -msgid "Segregation of Duties, Functional separating;" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:206 -msgid "Entry controls (error notifications, plausibility checks);" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:207 -msgid "Reconciliation checks at data entry;" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:208 -msgid "Processing controls;" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:209 -msgid "Measures to prevent intentional or unintentional manipulation of software, data, or documents." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:211 -msgid "The user must distribute tasks within its organization to the relevant positions (*control*) and verify that the tasks are properly and completely performed (*supervision*). The result of these controls must be recorded (*documentation*), and should errors be found during these controls, appropriate measures to correct the situation should be put into place (*prevention*)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:217 -msgid "What about data security?" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:219 -msgid "**The taxpayer must secure the system against any data loss due to deletion, removal, or theft of any data**. If the entries are not sufficiently secured, the bookkeeping will be regarded as not in accordance with the GoBD guidelines." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/germany.rst:223 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:155 msgid "Once bookings have been finally posted, they can no longer be changed or deleted via the application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:226 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:158 msgid "If Odoo is used in the cloud, regular backups are part of the Odoo Online service. In addition, regular backups can be downloaded and backed up on external systems." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:230 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:162 msgid "`Odoo Cloud Hosting - Service Level Agreement `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:232 -msgid "If the server is operated locally, it is the responsibility of the user to create the necessary backup infrastructure." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:164 +msgid "If the server is operated locally, the user is responsible for creating the necessary backup infrastructure." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:236 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:168 msgid "In some cases, data has to be kept for ten years or more, so always have backups saved. It is even more important if you decide to change software provider." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:240 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:172 msgid "Responsibility of the software editor" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:242 -msgid "Considering GoBD only applies between the taxpayer and the financial authority, **the software editor can by no means be held responsible for the accurate and compliant documentation of financial transactional data of their users**. It can merely provide the necessary tools for the user to respect the software related guidelines described in the GoBD." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:174 +msgid "Considering GoBD applies only to the taxpayer, **the software editor can by no means be held responsible for the accurate and compliant documentation of their users' financial transactional data**. It can merely provide the necessary tools for the user to respect the software-related guidelines described in the GoBD." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:248 -msgid "How can Odoo help you achieve Compliance?" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:180 +msgid "Ensuring compliance through Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:250 -msgid "The key words, when it comes to GoBD, are: **traceable, verifiable, true, clear, and continuous**. In short, you need to have audit-proof archiving in place and Odoo provides you with the means to achieve all of these objectives:" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:182 +msgid "The keywords, when it comes to GoBD are: **traceable, verifiable, true, clear, and continuous**. In short, you need to have audit-proof archiving in place, and Odoo provides you with the means to achieve all of these objectives:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:0 @@ -25039,7 +24947,7 @@ msgid "**Traceability and verifiability**" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:0 -msgid "Each record in Odoo is stamped with the creator of the document, the creation date, the modification date, and who modified it. In addition, relevant fields are tracked thus it can be seen which value was changed by whom in the chatter of the relevant object." +msgid "Each record in Odoo is stamped with the creator of the document, the creation date, the modification date, and who modified it. In addition, relevant fields are tracked. Thus, it can be seen which value was changed by whom in the chatter of the relevant object." msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:0 @@ -25047,7 +24955,7 @@ msgid "**Completeness**" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:0 -msgid "All financial data must be recorded in the system, and there can be no gaps. Odoo ensures that there is no gap in the numbering of the financial transactions. It is the responsibility of the user to encode all financial data in the system. As most financial data in Odoo is generated automatically, it remains the responsibility of the user to encode all vendor bills and miscellaneous operations completely." +msgid "All financial data must be recorded in the system, and there can be no gaps. Odoo ensures that there is no gap in the numbering of the financial transactions. It is the responsibility of the user to encode all financial data in the system. As most financial data in Odoo is generated automatically, it remains the responsibility of the user to encode all vendor bills and miscellaneous operations completely." msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:0 @@ -25055,7 +24963,7 @@ msgid "**Accuracy**" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:0 -msgid "Odoo ensures with the correct configuration that the correct accounts are used. In addition, the control mechanisms between purchase orders and sales orders and their respective invoices reflect the business reality. It is the responsibility of the user to scan and attach the paper-based vendor bill to the respective record in Odoo. *Odoo Document helps you automate this task*." +msgid "Odoo ensures that, with the correct configuration, the correct accounts are used. In addition, the control mechanisms between purchase orders and sales orders and their respective invoices reflect the reality of the business. It is the responsibility of the user to scan and attach the paper-based vendor bill to the respective record in Odoo. *Odoo Documents helps you automate this task*." msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:0 @@ -25071,7 +24979,7 @@ msgid "**Order**" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:0 -msgid "Financial data stored in Odoo is per definition ordered and can be reordered according to most fields present in the model. A specific ordering is not enforced by the GoBD, but the system must ensure that a given financial transaction can be quickly found by a third-party expert. Odoo ensures this out-of-the-box." +msgid "Financial data stored in Odoo is, per definition, ordered and can be reordered according to most fields present in the model. A specific ordering is not enforced by the GoBD, but the system must ensure that a given financial transaction can be quickly found by a third-party expert. Odoo ensures this out-of-the-box." msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:0 @@ -25082,52 +24990,168 @@ msgstr "" msgid "With the German Odoo localization, Odoo is in standard configured in such a way that the inalterability clause can be adhered to without any further customization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:285 -msgid "Do you need a GoBD-Export?" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:217 +msgid "GoBD export" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:287 +#: ../../content/applications/finance/fiscal_localizations/germany.rst:219 msgid "In the case of fiscal control, the fiscal authority can request three levels of access to the accounting system (Z1, Z2, Z3). These levels vary from direct access to the interface to the handover of the financial data on a storage device." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:291 -msgid "In case of a handover of the financial data on a storage device, the format is **not** enforced by the GoBD. It can be, for example, in XLS, CSV, XML, Lotus 123, SAP-format, AS/400-format, or else. Odoo supports the CSV and XLS-export of financial data out-of-the-box. The GoBD **recommends** the export in a specific XML-based GoBD-format (see \"Ergänzende Informationen zur Datenntträgerüberlassung\" §3) but it is not binding." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:223 +msgid "In the case of a handover of financial data to a storage device, the GoBD does **not** enforce the format. It can be, for example, in XLS, CSV, XML, Lotus 123, SAP-format, AS/400-format, or else. Odoo supports the CSV and XLS export of financial data out of the box. The GoBD **recommends** the export in a specific XML-based GoBD format (see \"Ergänzende Informationen zur Datenträgerüberlassung\" §3), but it is not binding." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:230 +msgid "Non-compliance" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:232 +msgid "In the event of an infringement, you can expect a fine and a court order demanding the implementation of specific measures." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:238 +msgid "Point of Sale" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:241 +msgid "Technical security system" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:243 +msgid "The **Kassensicherungsverordnung** (The Act on Protection against Manipulation of Digital Records) requires that electronic record-keeping systems - including the :doc:`point of sale ` systems - must be equipped with a **technical security system** (also called **TSS** or **TSE**)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:248 +msgid "Odoo offers a service that is compliant with the help of `fiskaly `_, a *cloud-based solution*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:252 +msgid "Since this solution is cloud-based, a working internet connection is required." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:255 +msgid "The only VAT rates allowed are given by fiskaly. You can check these rates by consulting `fiskaly DSFinV-K API: VAT Definition `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:262 +msgid ":ref:`Install ` the **Germany - Certification for Point of Sale** (`l10n_de_pos_cert`) and **Germany - Certification for Point of Sale of type restaurant** (`l10n_de_pos_res_cert`) modules." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:267 +msgid "If these modules are not listed, :ref:`update the app list `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:270 +msgid "Company registration at the financial authority" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:272 +msgid "To register your company, open the :guilabel:`Settings` app, click :guilabel:`Update Info` under the :guilabel:`Companies` section, and fill in the following fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:277 +msgid ":guilabel:`VAT`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:278 +msgid ":guilabel:`St.-Nr.` (Steuernummer) this number is assigned by the tax office to every taxable natural or legal person (e.g., `2893081508152`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:298 -msgid "What is the role and meaning of the compliance certification?" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:280 +msgid ":guilabel:`W-IdNr.` (Wirtschafts-Identifikationsnummer) this number is used as a permanent identification number for economically active persons." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:283 +msgid "You can then **register your company through fiskaly** by opening the :guilabel:`Fiskaly` tab and clicking the :guilabel:`Fiskaly Registration` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:287 +msgid "If you do not see the :guilabel:`Fiskaly Registration` button, make sure that you *saved* your company details and are not in *editing mode* anymore." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:290 +msgid "Once the registration has been finalized, new fields appear:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:292 +msgid ":guilabel:`Fiskaly Organization ID` refers to the ID of your company on fiskaly's side." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:293 +msgid ":guilabel:`Fiskaly API Key` and :guilabel:`Fiskaly API Secret` are the credentials the system uses to access the services offered by fiskaly." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 +msgid "Fiskaly registration tab" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:300 -msgid "The GoBD clearly states that due to the nature of a state of the art accounting software, their configuration possibilities, changing nature, and various forms of use, **no legally binding certification can be given**, nor can the software be made liable towards a public authority. Third-party certificates can indeed have **an informative value** for customers to make software buying decisions but are by no means legally binding or of any other legal value (A. 12, § 181)." +msgid "It is possible to request new credentials if there is any issue with the current ones by clicking the :guilabel:`New keys` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:304 +msgid "Create a technical security system and link it to a POS" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:306 -msgid "A GoBD certificate states nothing more than that if you use the software according to its guidelines, the software will not refrain you from respecting the GoBD. These certifications are very expensive in terms of time and cost, and their value is very relative. Thus we focus our efforts on ensuring GoBD compliance rather than pay for a marketing tool which does not, however, offer our customer any legal certainty." +msgid "To use a point of sale in Germany, first create a :abbr:`TSS (Technical Security System)` by going to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, selecting the :guilabel:`Point of Sale` to edit, then checking the :guilabel:`Create TSS` box under the :guilabel:`Fiskaly API` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:311 +msgid "Once the creation of the TSS is successful, you can find the:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:313 -msgid "The BMF actually states the following in the `Official GoBD text `_:" +msgid ":guilabel:`TSS ID`, which refers to the ID of your TSS on fiskaly's side, and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:316 -msgid "180. Positive attestations on the correctness of the bookkeeping - and thus on the correctness of IT-based bookkeeping systems - are not issued either in the context of a tax field audit or in the context of binding information." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:314 +msgid ":guilabel:`Fiskaly Client ID`, which refers to your POS on fiskaly's side." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:319 -msgid "181. \"Certificates\" or \"attestations\" from third parties can serve as a decision criterion for the company when selecting a software product, but develop from the in margin no. 179 is not binding on the tax authorities." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 +msgid "Fiskaly API section" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:324 -msgid "The previous content was `automatically translated from German with Google Translate `_." +#: ../../content/applications/finance/fiscal_localizations/germany.rst:320 +msgid "DSFinV-K export" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/germany.rst:329 -msgid "What happens if you are not compliant?" +#: ../../content/applications/finance/fiscal_localizations/germany.rst:322 +msgid "Whenever you close a PoS session, the details of the orders are sent to the :abbr:`DSFinV-K (Digitale Schnittstelle der Finanzverwaltung für Kassensysteme)` service of fiskaly." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:325 +msgid "In case of an audit, you can export the data sent to DSFinV-K by going to :menuselection:`Point of Sale --> Orders --> DSFinV-K Exports --> New`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 +msgid "Menu to export DSFinV-K" msgstr "" #: ../../content/applications/finance/fiscal_localizations/germany.rst:331 -msgid "In the event of an infringement, you can expect a fine but also a court order demanding the implementation of specific measures." +msgid "These fields are mandatory:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:333 +msgid ":guilabel:`Start Datetime`: export data with dates larger than or equal to the given start date" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:334 +msgid ":guilabel:`End Datetime`: export data with dates smaller than or equal to the given end date" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:336 +msgid "Leave the :guilabel:`Point of Sale` field blank to export the data of all your points of sale; specify one if you want to export data for this specific POS only." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:-1 +msgid "Exporting DSFinV-K" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/germany.rst:342 +msgid "When an export is successfully triggered and is being processed, the :guilabel:`State` field should mention :guilabel:`Pending`. Click :guilabel:`Refresh State` to check if it is ready." msgstr "" #: ../../content/applications/finance/fiscal_localizations/hong_kong.rst:3 @@ -26203,7 +26227,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:99 #: ../../content/applications/finance/fiscal_localizations/india.rst:280 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:130 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:133 #: ../../content/applications/finance/payment_providers/paypal.rst:42 msgid "Configuration in Odoo" msgstr "" @@ -26222,13 +26246,13 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:121 #: ../../content/applications/finance/fiscal_localizations/india.rst:292 -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:184 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:187 msgid "Workflow" msgstr "" #: ../../content/applications/finance/fiscal_localizations/india.rst:126 #: ../../content/applications/finance/fiscal_localizations/india.rst:308 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:424 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:429 msgid "Invoice validation" msgstr "" @@ -27059,23 +27083,27 @@ msgstr "" msgid "Transport documents - Documento di Trasporto (DDT)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:39 -msgid "Configuring the company's information ensures your Accounting database is properly set up. To add information, go to :menuselection:`Settings --> General Settings`, and in the :guilabel:`Companies` section, click :guilabel:`Update info`. From here, fill out the fields:" +#: ../../content/applications/finance/fiscal_localizations/italy.rst:37 +msgid ":doc:`Documentation on e-invoicing’s legality and compliance in Italy <../accounting/customer_invoices/electronic_invoicing/italy>`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/italy.rst:43 +msgid "Configuring the company's information ensures your Accounting database is properly set up. To add information, go to :menuselection:`Settings --> General Settings`, and in the :guilabel:`Companies` section, click :guilabel:`Update info`. From here, fill out the fields:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:47 msgid ":guilabel:`Address`: the address of the company;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:44 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:48 msgid ":guilabel:`VAT`: VAT of the company;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:45 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:49 msgid ":guilabel:`Codice Fiscale`: the fiscal code of the company;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:46 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:50 msgid ":guilabel:`Tax System`: the tax system under which the company falls;" msgstr "" @@ -27083,27 +27111,27 @@ msgstr "" msgid "Company information to be provided" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:52 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:56 msgid "Taxes configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:54 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:58 msgid "Many of the e-invoicing features are implemented using Odoo's tax system. As such, taxes must be properly configured to generate invoices correctly and handle other billing use cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:57 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:61 msgid "The **Italian** localization contains predefined **examples** of taxes for various purposes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:62 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:66 msgid "Tax exemption" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:64 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:68 msgid "The use of sale taxes that amount to **zero percent** (0%) is required by Italian authorities to keep track of the exact :guilabel:`Tax Exemption Kind (Natura)` and :guilabel:`Law Reference` that justify the exemption operated on an invoice line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:69 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:73 msgid "The export tax in the EU can be used as reference (`0% EU`, invoice label `00eu`). It can be found under :menuselection:`Accounting --> Configuration --> Taxes`. Exports are exempt from VAT, and therefore, they require :guilabel:`Exoneration` kind and :guilabel:`Law Reference` filled in." msgstr "" @@ -27111,31 +27139,31 @@ msgstr "" msgid "Tax Exemption Settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:77 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:81 msgid "There are many :guilabel:`Tax Exemption Kind (Natura)` and :guilabel:`Law Reference` codes. Make sure you check the latest version available to get the latest information on:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:80 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:84 msgid "`Italian authorities documentation `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:81 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:85 msgid "`Official guide on Tax exemption `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:84 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:88 msgid "If you need to use a different kind of exoneration, go to :menuselection:`Accounting --> Configuration --> Taxes`, select a similar tax, then click on the cog icon and select :guilabel:`Duplicate`. In the :guilabel:`Advanced Options` tab, add the :guilabel:`Exoneration` and :guilabel:`Law Reference`. To confirm click on :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:90 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:94 msgid "**Rename** your taxes in the :guilabel:`Name` field according to their :guilabel:`Exoneration` to differentiate them easily." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:96 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:100 msgid "Reverse charge" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:98 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:102 msgid "The **reverse charge** mechanism is a VAT rule that shifts the liability to pay VAT from the supplier to the customer. The customers pay the VAT *themselves* to the :abbr:`AdE (Agenzia delle Entrate)` instead. There are different types:" msgstr "" @@ -27155,33 +27183,33 @@ msgstr "" msgid "VAT is due in the country of the delivery or in the country where the service is performed. When the buyer is itself an Italian business, then the EU offers a mechanism that allows the seller to transfer his responsibility to the buyer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:110 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:505 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:114 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:509 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:212 msgid "Invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:112 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:116 msgid "**Reverse-charged** customer invoices show no VAT amount, but the :abbr:`AdE (Agenzia delle Entrate)` requires the seller to specify the :guilabel:`Tax Exemption` reason and the :guilabel:`Law Reference` that enable the reverse-charge mechanism. Odoo provides a set of special 0% taxes that can be assigned to each reverse-charged invoice lines, representing the most commonly used configurations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:121 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:125 msgid "Italian companies subjected to Reverse Charge must send the information in the bill received to the :abbr:`AdE (Agenzia delle Entrate)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:125 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:129 msgid "Self-reported VAT XML files must be issued and sent to the :abbr:`AdE (Agenzia Delle Entrate)` for reverse charged bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:128 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:132 msgid "When creating a vendor bill, **reverse charge** taxes are available to be added in the :guilabel:`Taxes` field. You can check which taxes are available by going to :menuselection:`Accounting --> Configuration --> Taxes`, you can see that the 10% Goods and 22% Services taxes are activated, among others. Due to the automated configuration of the Italian fiscal position, these are automatically activated in the tax list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:137 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:141 msgid "Tax grids" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:139 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:143 msgid "The Italian localization has a specific :ref:`tax grid ` section for **reverse charge** taxes. These tax grids are identifiable by the :ref:`VJ ` tag, and can be found by going to :menuselection:`Accounting --> Reporting --> Audit Reports: Tax Report`." msgstr "" @@ -27189,39 +27217,39 @@ msgstr "" msgid "Reverse charge tax grid from the VJ section of the Tax Declaration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:151 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:155 msgid "The :abbr:`SdI (Sistema di Interscambio)` is the :doc:`electronic invoicing <../accounting/customer_invoices/electronic_invoicing>` system used in Italy. It enables the sending and receiving of electronic invoices to and from customers. The documents must be in an XML :abbr:`EDI (Electronic Data Interchange)` format called **FatturaPA** and formally validated by the system before being delivered." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:157 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:161 msgid "To be able to receive invoices and notifications, the :abbr:`SdI (Sistema di Interscambio)` service must be notified that the user's files need to be sent to Odoo and processed on their behalf. To do so, you must set up Odoo's :guilabel:`Destination Code` on the :abbr:`AdE (Agenzia Delle Entrate)` portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:162 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:166 msgid "Go to `Italian authorities portal `_ and authenticate;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:164 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:168 msgid "Go to section :menuselection:`Fatture e Corrispettivi`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:165 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:169 msgid "Set the user as Legal Party for the VAT number you wish to configure the electronic address;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:166 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:170 msgid "In :menuselection:`Servizi Disponibili --> Fatturazione Elettronica --> Registrazione dell’indirizzo telematico dove ricevere tutte le fatture elettroniche`, insert Odoo's :guilabel:`Destination Code` `K95IV18`, and confirm." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:171 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:175 msgid "EDI Mode and authorization" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:173 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:177 msgid "Since the files are transmitted through Odoo's server before being sent to the :abbr:`SdI (Sistema di Interscambio)` or received by your database, you need to authorize Odoo to process your files from your database. To do so, go to :menuselection:`Accounting --> Configuration --> Settings --> Electronic Document Invoicing`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:178 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:182 msgid "There are three modes available:" msgstr "" @@ -27249,15 +27277,15 @@ msgstr "" msgid "This is a production mode that sends your invoices directly to the :abbr:`AdE (Agenzia delle Entrate)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:192 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:196 msgid "Once a mode is selected, you need to accept the **terms and conditions** by ticking :guilabel:`Allow Odoo to process invoices`, and then :guilabel:`Save`. You can now record your transactions in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:197 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:201 msgid "Selecting either :guilabel:`Test (experimental)` or :guilabel:`Official` is **irreversible**. For example, once in :guilabel:`Official` mode, it is not possible to select :guilabel:`Test (experimental)` or :guilabel:`Demo`. We recommend creating a **separate database** for testing purposes only." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:203 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:207 msgid "When in :guilabel:`Test (Experimental)` mode, all invoices sent *must* have a partner using one of the following fake :guilabel:`Destination Code` given by the :abbr:`AdE (Agenzia Delle Entrate)`: `0803HR0` - `N8MIMM9` - `X9XX79Z`. Any real production :guilabel:`Codice Destinario` of your customers will not be recognized as valid by the test service." msgstr "" @@ -27265,16 +27293,16 @@ msgstr "" msgid "Electronic document invoicing settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:214 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:587 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:218 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:591 msgid "Process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:216 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:220 msgid "The submission of invoices to the :abbr:`SdI (Sistema di Interscambio)` for Italy is an electronic process used for the mandatory transmission of tax documents in XML format between companies and the :abbr:`AdE (Agenzia delle Entrate)` to reduce errors and verify the correctness of operations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:221 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:225 msgid "You can check the current status of an invoice by the :guilabel:`SdI State` field. The XML file is attached to the invoice." msgstr "" @@ -27282,11 +27310,11 @@ msgstr "" msgid "EDI system architecture" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:228 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:232 msgid "XML Documents creation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:230 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:234 msgid "Odoo generates the required XML files as attachments to invoices in the `FatturaPA` format required by the :abbr:`AdE (Agenzia delle Entrate)`. Once the invoices needed are selected, go to :guilabel:`Action` and click on :guilabel:`Send and Print`." msgstr "" @@ -27294,7 +27322,7 @@ msgstr "" msgid "Send and Print menu" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:237 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:241 msgid "When the pop-up window opens there is a selection of actions that can be taken. :guilabel:`Generate XML File` generates the attachments." msgstr "" @@ -27302,7 +27330,7 @@ msgstr "" msgid "Send and Print dialog" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:243 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:247 msgid "The XML file as well as the PDF once can be found attached to the invoice." msgstr "" @@ -27310,19 +27338,19 @@ msgstr "" msgid "EDI Attachments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:249 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:253 msgid "Submission to SDI" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:251 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:255 msgid "The :guilabel:`Send to Tax Agency` option in the :guilabel:`Send and Print` dialog sends the attachment to the :guilabel:`Proxy Server`, which gathers all requests and then forwards them via a WebServices channel to the :abbr:`SdI (Sistema di Interscambio)`. Check the sending status of the invoice through the :guilabel:`Check Sending` button at the top of the invoice's view." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:257 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:261 msgid "Processing by SDI" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:259 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:263 msgid "The :abbr:`SdI (Sistema di Interscambio)` receives the document and verifies for any errors. At this stage, the invoice is in the :guilabel:`SdI Processing` state, as shown on the invoice. The invoice also gets assigned a :guilabel:`FatturaPA Transaction` number that is shown in the :guilabel:`Electronic Invoicing` tab. The checks may take variable time, ranging from a few seconds up to a day, depending on the queue of invoices sent throughout Italy." msgstr "" @@ -27330,31 +27358,31 @@ msgstr "" msgid "Check Sending button and Sdi Processing state" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:269 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:273 msgid "Acceptance" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:271 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:275 msgid "If the document is valid, it is recorded and considered fiscally valid by the :abbr:`AdE (Agenzia delle Entrate)`, which will proceed with archiving in :guilabel:`Substitute Storage (Conservazione Sostitutiva)` if explicitly requested on the Agency's portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:276 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:280 msgid "Odoo does not offer the `Conservazione Sostitutiva `_ requirements. Other providers and :abbr:`AdE (Agenzia delle Entrate)` supply free and certified storage to meet the specifications requested by law." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:281 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:285 msgid "The :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` attempts to forward the invoice to the customer at the provided address, whether it is a `PEC` email address or a :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` for their ERP's WebServices channels. A maximum of 6 attempts are made every 12 hours, so even if unsuccessful, this process can take up to three days. The invoice status is :guilabel:`Accepted by SDI, Forwarding to Partner`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:288 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:292 msgid "Possible Rejection" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:290 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:294 msgid "The :abbr:`SdI (Sistema di Interscambio)` may find inaccuracies in the compilation, possibly even formal ones. In this case, the invoice is in the :guilabel:`SDI Rejected` state. The :abbr:`SdI (Sistema di Interscambio)`'s observations are inserted at the top of the Invoice tab. To resolve the issue, it is sufficient to delete the attachments of the invoice, return the invoice to :guilabel:`Draft`, and fix the errors. Once the invoice is ready, it can be resent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:297 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:301 msgid "To regenerate the XML, both the XML attachment and the PDF report must be deleted, so that they are then regenerated together. This ensures that both always contain the same data." msgstr "" @@ -27362,27 +27390,27 @@ msgstr "" msgid "EDI Rejected State" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:304 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:308 msgid "Forwarding Completed" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:306 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:310 msgid "The invoice has been delivered to the customer; however, you can still send a copy to the customer in PDF via email or post. Its status is :guilabel:`Accepted by SDI, Delivered to Partner`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:309 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:313 msgid "If the :abbr:`SdI (Sistema di Interscambio)` cannot contact your customer, they may not be registered on the :abbr:`AdE (Agenzia delle Entrate)` portal. In this case, just make sure to send the invoice in PDF via email or by mail. The invoice is then in the :guilabel:`Accepted by SDI, Partner Delivery Failed` state." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:315 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:319 msgid "Tax Integration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:317 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:321 msgid "When you receive a vendor bill, either from :abbr:`SdI (Sistema di Interscambio)`, from paper or from an imported XML file, the Tax Agency might request that you send some tax information integration back to the :abbr:`SdI (Sistema di Interscambio)`. It happens when a transaction that was tax exempt becomes taxable for any reason." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:323 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:327 msgid "Here is a non-exhaustive list:" msgstr "" @@ -27410,15 +27438,15 @@ msgstr "" msgid "When, as a business owner, you use an asset that you bought for business for personal reasons instead, you have to pay those taxes you originally deducted as a business cost for it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:336 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:340 msgid "Odoo may detect that your vendor bill can be interpreted as a document of a type that needs tax integration, as detailed in the :ref:`italy/document-types` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:340 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:344 msgid "Be sure that you replace the :guilabel:`0% Sale Taxes` on the vendor bill you received with the ones you're supposed to pay to the :abbr:`AdE (Agenzia delle Entrate)`. A button then appears on the top of the single vendor bill form to send them." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:344 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:348 msgid "When clicking on the :guilabel:`Send Tax Integration` button, an XML file of the appropriate :guilabel:`Document Type` is generated, attached to the bill, and sent as for invoices." msgstr "" @@ -27426,502 +27454,505 @@ msgstr "" msgid "EDI Send Tax Integration button" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:353 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:321 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:357 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:326 msgid "Document Types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:355 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:359 msgid "The :abbr:`SdI (Sistema di Interscambio)` requires businesses to send customer invoices and other documents through the :abbr:`EDI (Electronic Data Interchange)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:358 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:362 msgid "The following :guilabel:`Document Type` codes all technically identify different business use cases." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:361 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:365 msgid "TD01 - Invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:363 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:367 msgid "This represents the standard **domestic** scenario for all invoices exchanged through the :abbr:`SdI (Sistema di Interscambio)`. Any invoice that doesn't fall into one of the specific special cases is categorized as a regular invoice, identified by the :guilabel:`Document Type` `TD01`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:368 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:372 msgid "TD02 - Down payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:370 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:374 msgid "**Down payment** invoices are imported/exported with a different :guilabel:`Document Type` code `TDO2` than regular invoices. Upon import of the invoice, a regular vendor bill is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:373 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:377 msgid "Odoo exports transactions as `TD02` if the following conditions are met:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:375 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:497 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:379 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:501 msgid "It is an invoice;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:376 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:380 msgid "All invoice lines are related to down payment sales order lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:379 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:383 msgid "TD04 - Credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:381 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:385 msgid "It is the standard scenario for all **credit notes** issued to **domestic** clients, when we need to formally acknowledge that the seller is reducing or cancelling a previously issued invoice, for example, in case of overbilling, incorrect items, or overpayment. Just like invoices, they must be sent to the :abbr:`SdI (Sistema di Interscambio)`, their :guilabel:`Document Type` `TD04`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:387 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:391 msgid "TD07, TD08, TD09 - Simplified Invoicing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:389 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:393 msgid "Simplified invoices (`TD07`), credit notes (`TD08`), and debit notes (`TD09`) can be used to certify domestic transactions under 400 EUR (VAT included). Its status is the same as that of a regular invoice, but with fewer information requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:393 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:397 msgid "For a simplified invoice to be established, it must include:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:395 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:399 msgid ":guilabel:`Customer Invoice` reference: **unique** numbering sequence with **no gaps**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:396 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:400 msgid ":guilabel:`Invoice Date`: issue **date** of the invoice;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:397 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:401 msgid ":guilabel:`Company Info`: the **seller**'s full credentials (VAT/TIN number, name, full address) under :menuselection:`General Settings --> Companies (section)`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:399 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:403 msgid ":guilabel:`VAT`: the **buyer**'s VAT/TIN number (on the partner form);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:400 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:404 msgid ":guilabel:`Total`: the total **amount** (VAT included) of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:402 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:406 msgid "In the :abbr:`EDI (Electronic Data Interchange)`, Odoo exports invoices as simplified if:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:404 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:408 msgid "It is a domestic transaction (i.e., the partner is from Italy);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:405 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:409 msgid "Your company's **required fields** (:guilabel:`VAT Number` or :guilabel:`Codice Fiscale`, :guilabel:`Fiscal Regime`, and full **address**) are provided;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:407 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:411 msgid "The partner's address is not fully specified (i.e., it misses the City or the ZipCode);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:408 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:412 msgid "The total amount of VAT included is **less** than **400 EUR**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:411 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:415 msgid "The 400 EUR threshold was defined in `the decree of the 10th of May 2019 in the Gazzetta Ufficiale `_. We advise you to check the current official value." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:416 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:420 msgid "TD16 - Internal Reverse Charge" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:418 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:422 msgid "Internal reverse charge transactions (see :ref:`italy/tax-exemption` and :ref:`italy/reverse-charge`) are exported as `TD16` if the following conditions are met:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:421 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:438 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:452 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:470 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:526 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:425 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:442 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:456 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:474 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:530 msgid "It is a vendor bill;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:422 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:426 msgid "It has at least **one tax** on the invoice lines that targets one of these :ref:`tax grids `: `VJ6`, `VJ7`, `VJ8`, `VJ12`, `VJ13`, `VJ14`, `VJ15`, `VJ16`, `VJ17`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:426 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:430 msgid "TD17 - Buying services from abroad" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:428 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:432 msgid "When buying **services** from **EU** and **non-EU** countries, the foreign *seller* invoices a service with a **VAT-excluded** price, as it is not taxable in Italy. The VAT is paid by the *buyer* in Italy." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:432 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:436 msgid "Within the EU: the *buyer* integrates the invoice received with the **VAT information** due in Italy (i.e., **vendor bill tax integration**);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:434 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:438 msgid "Non-EU: the *buyer* sends themselves an invoice (i.e., **self-billing**)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:436 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:440 msgid "Odoo exports a transaction as `TD17` if the following conditions are met:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:439 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:443 msgid "It has at least **one tax** on the invoice lines that targets the tax grid :ref:`VJ3 `;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:441 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:445 msgid "All invoice lines either have :guilabel:`Services` as **products**, or a tax with the :guilabel:`Services` as **tax scope**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:445 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:449 msgid "TD18 - Buying goods from EU" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:447 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:451 msgid "Invoices issued within the EU follow a **standard format**, therefore only an integration of the existing invoice is required." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:450 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:454 msgid "Odoo exports a transaction as `TD18` if the following conditions are met:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:453 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:457 msgid "The **partner** is from an **EU** country;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:454 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:458 msgid "It has at least one tax on the invoice lines that targets the tax grid :ref:`VJ9 `;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:455 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:459 msgid "All invoice lines either have :guilabel:`Consumable` as **products**, or a tax with :guilabel:`Goods` as **tax scope**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:459 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:463 msgid "TD19 - Buying goods from VAT deposit" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:461 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:465 msgid "Buying **goods** from a **foreign** vendor, but the **goods** are already in **Italy** in a **VAT deposit**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:464 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:468 msgid "From the EU: the *buyer* integrates the invoice received with the **VAT information** due in Italy (i.e., **vendor bill tax integration**);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:466 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:470 msgid "Non-EU: the *buyer* sends an invoice to *themselves* (i.e., **self-billing**)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:468 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:472 msgid "Odoo exports a transaction as a `TD19` if the following conditions are met:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:471 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:475 msgid "It has at least one tax on the invoice lines that targets the tax grid :ref:`VJ3 `;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:472 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:476 msgid "All invoice lines either have :guilabel:`Consumables` as products, or a tax with :guilabel:`Goods` as **tax scope**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:476 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:480 msgid "TD24 - Deferred invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:478 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:482 msgid "The **deferred invoice** is an invoice that is **issued at a later time** than the sale of goods or the provision of services. A **deferred invoice** has to be issued at the latest within the **15th day** of the month following the delivery covered by the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:482 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:486 msgid "It usually is a **summary invoice** containing a list of multiple sales of goods or services carried out in the month. The business is allowed to **group** the sales into **one invoice**, generally issued at the **end of the month** for accounting purposes. Deferred invoices are default for **wholesalers** having recurrent clients." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:487 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:491 msgid "If the goods are transported by a **carrier**, every delivery has an associated **Documento di Transporto (DDT)**, or **Transport Document**. The deferred invoice **must** indicate the details of all the **DDTs** information for better tracing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:492 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:496 msgid "E-invoicing of deferred invoices requires the `l10n_it_stock_ddt` :ref:`module `. In this case, a dedicated :guilabel:`Document Type` `TD24` is used in the e-invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:495 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:499 msgid "Odoo exports transactions as `TD24` if the following conditions are met:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:498 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:502 msgid "It is associated with deliveries whose **DDTs** have a **different** date than the issue date of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:502 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:506 msgid "TD28 - San Marino" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:507 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:511 msgid "San Marino and Italy have special agreements on e-invoicing operations. As such, **invoices** follow the regular **reverse charge** rules. You can use the proper :guilabel:`Document Type` depending on the invoice type: `TD01`, `TD04`, `TD05`, `TD24`, `TD25`. Additional requirements are not enforced by Odoo. However, the user is requested by the **State** to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:512 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:516 msgid "Select a tax with the :guilabel:`Tax Exemption Kind` set to `N3.3`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:513 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:517 msgid "Use the generic :abbr:`SdI (Sistema di Interscambio)` :guilabel:`Destination Code` `2R4GTO8`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:515 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:519 msgid "The invoice is then routed by a dedicated office in San Marino to the correct business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:518 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:522 msgid "Vendor Bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:520 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:524 msgid "When a **paper bill** is received from San Marino, any Italian company **must** submit that invoice to the :abbr:`AdE (Agenzia delle Entrate)` by indicating the e-invoice's :guilabel:`Document Type` field with the special value `TD28`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:524 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:528 msgid "Odoo exports a transaction as `TD28` if the following conditions are met:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:527 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:531 msgid "It has at least one tax on the invoice lines that targets the tax grids :ref:`VJ `;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:528 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:532 msgid "The **country** of the partner is **San Marino**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:531 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:535 msgid "Public Administration Businesses (B2G)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:533 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:537 msgid ":abbr:`PA (Public Administration)` businesses are subjected to more control than private businesses as they handle public money coming from taxpayers. The :abbr:`EDI (Electronic Data Interchange)` process adds some steps to the :ref:`regular one `, as :abbr:`PA (Public Administration)` businesses can **accept** or **refuse** invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:539 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:543 msgid ":abbr:`PA (Public Administration)` businesses have a 6-digit long :guilabel:`Destination Code`, also called :abbr:`CUU (Codice Univoco Ufficio)`, that is **mandatory**, **PEC** address cannot be used in this case." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:544 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:548 msgid "`Complete list of businesses that belong to the Public Administration along with their Destination Code `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:548 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:552 msgid "CIG, CUP, DatiOrdineAcquisto" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:550 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:554 msgid "To ensure the effective traceability of payments by public administrations, electronic invoices issued to public administrations must contain:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:553 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:557 msgid "The :abbr:`CIG (Codice Identificativo Gara)`, except in cases of exclusion from traceability obligations provided by law n. 136 of August 13, 2010;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:555 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:559 msgid "The :abbr:`CUP (Codice Unico di Progetto)`, in case of invoices related to public works." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:557 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:561 msgid "If the XML file requires it, the :abbr:`AdE (Agenzia Delle Entrate)` can *only* proceed payments of electronic invoices when the XML file contains a :abbr:`CIG (Codice Identificativo Gara)` and :abbr:`CUP (Codice Unico di Progetto)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:562 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:566 msgid "The :abbr:`CUP (Codice Unico di Progetto)` and the :abbr:`CIG (Codice Identificativo Gara)` must be included in one of the `DatiOrdineAcquisto`, `DatiContratto`, `DatiConvenzione`, `DateRicezione`, or `DatiFattureCollegate` XML tags." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:566 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:570 msgid "These correspond to the elements named :guilabel:`CodiceCUP` and :guilabel:`CodiceCIG` of the electronic invoice XML file, whose table can be found on the government `website `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:573 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:577 msgid "Split Payment" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:575 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:579 msgid "The :guilabel:`Split Payment` mechanism behaves much like :ref:`italy/reverse-charge`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:578 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:582 msgid "When an Italian company bills a :abbr:`PA (Public Administration)` business - for example, cleaning services for a public building - the :abbr:`PA (Public Administration)` business self-reports the VAT to the Tax Agency themselves, and the vendor just has to select the appropriate tax with the right :guilabel:`Tax Exemption` for their invoice lines." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:583 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:587 msgid "The specific :guilabel:`Scissione dei Pagamenti` fiscal position is available to deal with partners belonging to the :abbr:`PA (Public Administration)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:592 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:596 msgid "Digital qualified signature" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:594 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:598 msgid "For invoices and bills intended for the :abbr:`PA (Public Administration)`, a **Digital Qualified Signature** is required for all files sent through the :abbr:`SdI (Sistema di Interscambio)`. The XML file must be certified using a certificate that is either:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:598 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:602 msgid "a **smart card**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:599 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:603 msgid "a **USB token**;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:600 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:604 msgid "an :abbr:`HSM (Hardware Security Module)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:603 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:607 msgid "Odoo **cannot** digitally sign documents for you. When a 6-digit long :guilabel:`Codice Destinatario` is detected, then the :abbr:`EDI (Electronic Data Interchange)` process stops, and the invoice is set on the :guilabel:`Requires user signature` state. You can download the document in XML, sign it with any :guilabel:`Digital Qualified Signature` provider's external program and send it through the :abbr:`AdE (Agenzia Delle Entrate)` portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:610 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:614 msgid "Acceptance or Refusal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:613 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:617 msgid "As Odoo does not handle sending signed invoices to :abbr:`PA (Public Administration)` businesses, these states cannot be directly triggered by Odoo. When you upload the invoice on the :abbr:`AdE (Agenzia Delle Entrate)` portal, Odoo receives notifications about it, putting the correct :guilabel:`SdI State` on the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:618 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:622 msgid "After receiving the invoice through the :abbr:`SdI (Sistema di Interscambio)`, the :abbr:`PA (Public Administration)` business has 15 days to accept the invoice. If it does, then the process ends here. If the :abbr:`PA (Public Administration)` business refuses the invoice, it is still considered valid once it is accepted by the :abbr:`SdI (Sistema di Interscambio)`. You then have to issue a credit note to compensate and send it to the :abbr:`SdI (Sistema di Interscambio)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:625 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:629 msgid "Expired Terms" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:627 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:631 msgid "If the :abbr:`PA (Public Administration)` business doesn't reply within 15 days, you need to contact the :abbr:`PA (Public Administration)` business directly, sending them both the invoice and the received deadline notification by email. You can make an arrangement with them and manually set the correct :guilabel:`SdI State` on your invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:633 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:637 msgid "Point of Sale fiscal printers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:635 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:639 msgid "Fiscal regulations mandate using certified RT devices, such as RT printers or RT servers, to ensure compliant sales receipts and secure communication with the Tax Authority. These devices automatically transmit fiscal data daily. RT printers, designed for individual POS terminals, handle transactions, print receipts, and report to the authorities, ensuring data integrity and compliance." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:641 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:645 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:56 msgid "Simulation mode" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:644 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:648 msgid "Since the simulation mode sends data to the authorities, it should only be enabled at the very start of the printer's configuration process. Once the printer is switched to the production mode, it cannot be reverted to the simulation mode." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:648 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:652 msgid "To test the fiscal printer setup with Odoo, configure the fiscal printer in the simulation mode as follows:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:651 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:680 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:655 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:684 msgid "Make sure the fiscal printer is set to its default state: printer on, start-up cycle complete, and no transaction in progress." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:653 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:682 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:657 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:686 msgid "Type `3333`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:654 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:683 -msgid "Press :guilabel:`Chiave`. The screen displays :guilabel:`Scleta Funzione`." +#: ../../content/applications/finance/fiscal_localizations/italy.rst:658 +msgid "Press :guilabel:`Chiave`. The screen displays :guilabel:`Scelta Funzione`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:655 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:659 msgid "Type `14`. The screen displays :guilabel:`Apprendimento`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:656 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:660 msgid "Type `62`. The screen displays :guilabel:`Simulazione`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:657 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:661 msgid "To turn the :guilabel:`no` into a :guilabel:`si`, press :guilabel:`X`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:658 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:662 msgid "To confirm, press :guilabel:`Contante`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:659 -#: ../../content/applications/finance/fiscal_localizations/italy.rst:688 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:663 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:692 msgid "Press :guilabel:`Chiave`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:661 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:665 msgid "To configure the printer for production, repeat the steps above." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:664 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:668 msgid "To test the printer configuration, the physical device must first be obtained and registered with the relevant authorities." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:668 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:672 msgid "Setting up the printer to work with Odoo" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:670 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:674 msgid "Fiscal printers are meant to work only in the local network. This means the printer and the device running :doc:`Odoo Point of Sale ` must be connected to the same network." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:674 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:678 msgid "Fiscal printers are typically configured to use HTTP by default. To ensure compatibility with Odoo, the settings must be updated to enable HTTPS support on the printer. This can be done using either the EpsonFPWizard configuration software or the keyboard connected to the printer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:678 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:682 msgid "To set up the fiscal printer using the keyboard, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:684 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:687 +msgid "Press :guilabel:`Chiave`. The screen displays :guilabel:`Scleta Funzione`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/italy.rst:688 msgid "Type `34`. The screen displays :guilabel:`Web Server`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:685 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:689 msgid "Press :guilabel:`Contante` 3 times until the screen displays :guilabel:`Web Server: SSL`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:686 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:690 msgid "To turn the value `0` into a `1`, press :guilabel:`X`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:687 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:691 msgid "To confirm, press :guilabel:`Contante` 3 times." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:690 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:694 msgid "Then, log in to the printer with the device that runs :doc:`Odoo Point of Sale ` so it recognizes the printer's certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:693 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:697 msgid "To approve and install the printer's certificate, follow these steps:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:695 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:699 msgid "Access the printer by opening a web browser and entering `https://` in the address bar. A :guilabel:`Warning: Potential Security Risk Ahead` security message appears." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:697 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:701 msgid "Click :guilabel:`Advanced` to show the certificate approval options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:698 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:702 msgid "Click :guilabel:`Proceed` to validate the certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/italy.rst:700 +#: ../../content/applications/finance/fiscal_localizations/italy.rst:704 msgid "Then, to ensure :doc:`Odoo Point of Sale ` is configured with the fiscal printer, go to :menuselection:`Point of Sale --> Configuration --> Settings`. In the :guilabel:`Connected Devices` section, add the IP address in the :guilabel:`Italian Fiscal Printer IP address` and enable :guilabel:`Use HTTPS`." msgstr "" @@ -28508,42 +28539,46 @@ msgid "Installing the module :guilabel:`Luxembourg - Accounting Reports` install msgstr "" #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:36 +msgid ":doc:`Documentation on e-invoicing’s legality and compliance in Luxembourg <../accounting/customer_invoices/electronic_invoicing/luxembourg>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:40 msgid "Standard Chart of Accounts - PCN 2020" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:38 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:42 msgid "Odoo's :ref:`fiscal localization package ` for Luxembourg includes the current **Standard Chart of Accounts (PCN 2020)**, effective since January 2020." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:42 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:46 msgid "eCDF tax return" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:44 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:48 msgid "Tax returns in Luxembourg require a specific XML file to upload on the eCDF." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:46 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:50 msgid "To download it, go to :menuselection:`Accounting --> Report --> Audit Reports --> Tax Report`, and click on :guilabel:`Export eCDF declaration`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:51 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:55 msgid "`Platform for electronic gathering of financial data (eCDF) `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:54 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:58 msgid "Annual tax report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:56 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:60 msgid "You can generate an XML file to electronically file your annual tax report with the tax office." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:58 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:62 msgid "To do so, go to :menuselection:`Accounting --> Report --> Luxembourg --> Annual Tax Report`, click on :guilabel:`Create`, then define the annual period in the :guilabel:`Year` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:61 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:65 msgid "The **simplified annual declaration** is automatically generated. You can manually add values in all the fields to get a **complete annual declaration**." msgstr "" @@ -28551,7 +28586,7 @@ msgstr "" msgid "Odoo Accounting (Luxembourg localization) generates an annual tax declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:68 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:72 msgid "To help you complete it, you can use the information provided on the :guilabel:`Tax Report`. To do so, go to :menuselection:`Accounting --> Report --> Audit Reports --> Tax Report`, then click on the :guilabel:`Tax Report` dropdown menu and select the type of report you want to display." msgstr "" @@ -28559,35 +28594,35 @@ msgstr "" msgid "Dropdown menu to select the type of Tax Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:76 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:80 msgid "Finally, click on :guilabel:`Export XML` to download the XML file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:79 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:83 msgid "This feature requires the module :guilabel:`Luxembourg - Annual VAT Report` to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:82 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:86 msgid "FAIA (SAF-T)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:84 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:88 msgid "**FAIA (Fichier d’Audit Informatisé AED)** is a standardized and structured file that facilitates the exchange of information between the taxpayers' accounting system and the tax office. It is the Luxembourgish version of the OECD-recommended SAF-T (Standard Audit File for Tax)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:88 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:92 msgid "Odoo can generate an XML file that contains all the content of an accounting period according to the rules imposed by the Luxembourg tax authorities on digital audit files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:92 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:96 msgid "This feature requires the module :guilabel:`Luxembourg - Accounting Reports` to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:95 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:99 msgid "Export FAIA file" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:97 +#: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:101 msgid "Go to :menuselection:`Accounting --> Reporting --> Audit Reports --> General Ledger`, then click on :guilabel:`FAIA`." msgstr "" @@ -28724,38 +28759,46 @@ msgid ":guilabel:`BRN`: `BE0477472701`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:107 -msgid ":guilabel:`Name`: `ODOO S.A.`" +msgid ":guilabel:`Name`:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:109 -msgid "Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)` icon:" +msgid ":guilabel:`Production`: `ODOO S.A.`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:110 +msgid ":guilabel:`Pre-production`: `OXXX_XXXXO S.A.`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/malaysia.rst:112 +msgid "Grant the following permissions by clicking the :icon:`fa-toggle-on` :guilabel:`(toggle-on)` icon:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:115 msgid ":guilabel:`Representation From`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:113 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:116 msgid ":guilabel:`Document - Submit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:114 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:117 msgid ":guilabel:`Document - Cancel`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:118 msgid ":guilabel:`Document - Request Rejection`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:118 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:121 msgid "Access can be revoked in the future if needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:119 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:122 msgid "Odoo, as an intermediary, does not store invoices sent on behalf of the client on the proxy server." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:122 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:125 msgid "Click :guilabel:`Save`. The status for `ODOO S.A.` is then :guilabel:`Active`." msgstr "" @@ -28763,91 +28806,91 @@ msgstr "" msgid "MyInvois status active" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:137 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:140 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`. In the :guilabel:`Malaysian Electronic Invoicing` section, choose the relevant :guilabel:`MyInvois mode` based on the environment you used to register on MyInvois." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:144 msgid "Make sure to allow Odoo to process e-invoices by checking the box, then click :guilabel:`Register`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:144 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:147 msgid "To change the TIN reference, click :guilabel:`Unregister`, change the company's information and make sure the number registered on MyInvois matches, then :guilabel:`Register` again." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:150 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:45 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:153 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:49 #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:77 msgid "Company" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:152 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:155 msgid "Open the Settings app, and in the :guilabel:`Companies` section, click :guilabel:`Update Info`. Then, in the :guilabel:`E-invoicing` section, fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:155 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:158 msgid ":guilabel:`Identification`: The :guilabel:`ID Type` and associated :guilabel:`Identification number` used to register for the digital certificate." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:157 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:160 msgid ":guilabel:`Ind. Classification`: The 5-digit numeric code that represents the nature and activity of the business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:163 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:166 msgid "Access the contact's form and fill in the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:168 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:171 msgid ":guilabel:`Tax ID`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:169 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:172 msgid ":guilabel:`Identification`: the :guilabel:`ID Type` and the corresponding :guilabel:`Identification number` of the contact registered on MyTax." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:177 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:180 msgid "All products to be included in e-invoices require a Malaysian classification code. To add it, access the :guilabel:`Product` form and in the :guilabel:`General Information` tab, fill in the :guilabel:`Malaysian classification code` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:192 msgid "Send invoices to MyInvois" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:194 msgid "Invoices can be sent to MyInvois once they have been confirmed. To do so, follow the :ref:`invoice sending ` steps, and in the :guilabel:`Send` window, enable the :guilabel:`Send to MyInvois` option and click :guilabel:`Print & Send`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:198 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:201 msgid "MyInvois status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:200 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:203 msgid "In the :guilabel:`MyInvois` tab of the invoice, the :guilabel:`MyInvois State` is updated to :guilabel:`Valid` when the submission to MyInvois is successful. The :guilabel:`Submission UID`, :guilabel:`MyInvois` and :guilabel:`Validation Time` are also updated. The same information is available on MyInvois." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:206 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:209 msgid "If no information is received from the MyInvois portal, the :guilabel:`MyInvois State` is :guilabel:`In Progress`. In this case, Odoo automatically checks and updates the status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:214 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:217 msgid "Sent invoices can be canceled within 72 hours from :guilabel:`Validation time`. In this case, open the invoice and click :guilabel:`Request Cancel`. In the :guilabel:`Cancel document` window, include the cancellation :guilabel:`Reason`, then click :guilabel:`Update Invoice`. The :guilabel:`MyInvois State` is updated to :guilabel:`cancelled`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:222 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:225 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:8 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:245 msgid "Employment Hero payroll" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:224 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:227 #: ../../content/applications/finance/fiscal_localizations/new_zealand.rst:10 #: ../../content/applications/finance/fiscal_localizations/singapore.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:247 msgid "If your business is already up and running with :doc:`Employment Hero `, you can use our connector as an alternative payroll solution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:228 +#: ../../content/applications/finance/fiscal_localizations/malaysia.rst:231 msgid "To :ref:`configure the Employment Hero API ` for **Malaysia**, use the following value as :guilabel:`Payroll URL`: `https://apimy.yourpayroll.io/`." msgstr "" @@ -30133,26 +30176,30 @@ msgid "Netherlands" msgstr "" #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:6 +msgid ":doc:`Documentation on e-invoicing’s legality and compliance in the Netherlands <../accounting/customer_invoices/electronic_invoicing/netherlands>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:10 msgid "XAF Export" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:8 +#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:12 msgid "With the Dutch accounting localization installed, you will be able to export all your accounting entries in XAF format. For this, you have to go in :menuselection:`Accounting --> Reporting --> General Ledger`, you define the entries you want to export using the filters (period, journals, ...) and then you click on the button **EXPORT (XAF)**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:15 +#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:19 msgid "Dutch Accounting Reports" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:17 +#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:21 msgid "If you install the Dutch accounting localization, you will have access to some reports that are specific to the Netherlands such as :" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:21 +#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:25 msgid "Tax Report (Aangifte omzetbelasting)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:22 +#: ../../content/applications/finance/fiscal_localizations/netherlands.rst:26 msgid "Intrastat Report (ICP)" msgstr "" @@ -30168,143 +30215,155 @@ msgstr "" msgid "Peru" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:14 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:15 msgid ":ref:`Install ` the following modules to utilize all the current features of the Peruvian localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:23 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:24 msgid ":guilabel:`Peru - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:24 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:25 msgid "`l10n_pe`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:25 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:26 msgid "Adds accounting features for the Peruvian localization, which represent the minimal configuration required for a company to operate in Peru and under the SUNAT regulations and guidelines. The main elements included in this module are the chart of accounts, taxes, document types." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:29 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:30 msgid ":guilabel:`Peru - E-invoicing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:30 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:31 msgid "`l10n_pe_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:31 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:32 msgid "Includes all technical and functional requirements to generate and receive electronic invoices online based on the SUNAT regulations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:33 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:34 msgid ":guilabel:`Peru - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:34 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:35 msgid "`l10n_pe_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:35 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:36 msgid "Includes the following financial reports:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:37 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:38 msgid "1st set of main financial reports:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:39 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:40 msgid "Registro de Ventas e Ingresos (RVIE) - 14.4" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:40 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:41 msgid "Registro de Compras Electrónico (RCE) - 8.4" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:41 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:42 msgid "Registro de Compras Electrónico - Información de Operaciones con Sujetos no Domiciliados (RCE) - 8.5" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:44 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:45 msgid "2nd set of financial reports:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:46 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:47 msgid "PLE 5.1 General Journal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:47 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:48 msgid "PLE 5.3 Chart of Accounts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:48 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:49 msgid "PLE 6.1 General Ledger" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:50 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:51 msgid "3rd set of financial reports:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:52 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:53 msgid "PLE 1.1 Libro de Caja" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:53 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:54 msgid "PLE 1.2 Libro de Bancos" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:55 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:56 msgid ":guilabel:`Peruvian - Electronic Delivery Note`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:56 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:57 msgid "`l10n_pe_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:57 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:58 msgid "Adds the delivery guide (Guía de Remisión), which is needed as proof that you are sending goods between A and B. It is only when a delivery order is validated that the delivery guide can be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:60 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:61 +msgid ":guilabel:`Peru - Stock Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:62 +msgid "`l10n_pe_reports_stock`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:63 +msgid "Enables the :ref:`PLE reports ` for permanent inventory record in physical units and permanent valued inventory records." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:65 msgid ":guilabel:`Peruvian eCommerce`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:61 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:66 msgid "`l10n_pe_website_sale`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:62 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:67 msgid "Enables the identification type in eCommerce checkout forms and the ability to generate electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:64 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:69 msgid ":guilabel:`Peruvian - Point of Sale with PE Doc`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:65 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:70 msgid "`l10n_pe_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:66 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:71 msgid "Enables contact fiscal information to be editable from a PoS Session to generate electronic invoices and refunds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:72 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:77 msgid "The *Peruvian - Electronic Delivery Guide* module depends on the *Inventory* application to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:76 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:81 msgid "`App Tour - Localización de Peru `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:77 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:82 msgid "`Smart Tutorial - Localización de Peru (videos for workflows and configurations) `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:84 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:89 msgid "Install the Peruvian localization modules" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:86 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:91 msgid "Go to *Apps* and search for Peru, then click Install in the module Peru EDI. This module has a dependency with *Peru - Accounting*. In case this last one is not installed, Odoo installs it automatically within EDI." msgstr "" @@ -30312,11 +30371,11 @@ msgstr "" msgid "The \"Module\" filter is set on \"Peru\"" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:94 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:99 msgid "When you install a database from scratch selecting Peru as country, Odoo automatically installs the base module: Peru - Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:100 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:105 msgid "In addition to the basic information in the Company, we need to set Peru as the Country, this is essential for the Electronic Invoice to work properly. The field **Address Type Code** represents the establishment code assigned by the SUNAT when companies register their RUC (Unique Contributor Registration):" msgstr "" @@ -30324,94 +30383,94 @@ msgstr "" msgid "Company data for Peru including RUC and Address type code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:109 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:114 msgid "In case the Address type code is unknown, you can set it as the default value: 0000. Be aware that if an incorrect value is entered, the Electronic invoice validation might have errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:113 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:118 msgid "The NIF should be set following the RUC format." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:116 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:121 msgid "Chart of Account" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:118 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:123 msgid "The chart of accounts is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:122 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:127 msgid "Default Account Payable." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:125 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:130 msgid "The chart of accounts for Peru is based on the most updated version of the :abbr:`PCGE (Plan Contable General Empresarial)`, which is grouped in several categories and is compatible with NIIF accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:132 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:137 msgid "Accounting Settings" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:134 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:139 msgid "Once the modules are installed and the basic information of your company is set, you need to configure the elements required for Electronic Invoice. For this, go to :menuselection:`Accounting --> Settings --> Peruvian Localization`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:139 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:144 msgid "Basic Concepts" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:141 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:146 msgid "Here are some terms that are essential on the Peruvian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:143 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:148 msgid "**EDI**: Electronic Data Interchange, which in this refers to the Electronic Invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:144 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:149 msgid "**SUNAT**: is the organization that enforces customs and taxation in Peru." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:145 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:150 msgid "**OSE**: Electronic Service Operator, `OSE SUNAT's definition `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:147 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:152 msgid "**CDR**: Receipt certificate (Constancia de Recepción)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:148 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:153 msgid "**SOL Credentials**: Sunat Operaciones en Línea. User and password are provided by the SUNAT and grant access to Online Operations systems." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:152 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:157 msgid "Signature Provider" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:154 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:159 msgid "As part of the requirements for Electronic Invoice in Peru, your company needs to select a Signature Provider that will take care of the document signing process and manage the SUNAT validation response. Odoo offers three options:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:158 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:165 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:163 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:170 msgid "IAP (Odoo In-App Purchase)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:159 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:222 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:164 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:227 msgid "Digiflow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:160 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:237 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:165 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:242 msgid "SUNAT" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:162 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:167 msgid "Please refer to the sections below to check the details and considerations for each option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:167 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:172 msgid "This is the default and the suggested option, considering the digital ceritificate is included as part of the service." msgstr "" @@ -30419,108 +30478,108 @@ msgstr "" msgid "IAP option as signature providers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:174 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:179 msgid "What is the IAP?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:176 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:181 msgid "This is a signature service offered directly by Odoo, the service takes care of the next process:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:178 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:183 msgid "Provides the Electronic invoice Certificate, so you do not need to acquire one by yourself." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:179 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:184 msgid "Send the document to the OSE, in this case, Digiflow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:180 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:185 msgid "Receive the OSE validation and CDR." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:183 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:188 msgid "How does it work?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:185 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:190 msgid "The service requires Credits in order to process your electronic documents. Odoo provides 1000 credits for free in new databases. After these credits are consumed, you need to buy a Credit Package." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:190 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:195 msgid "Credits" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:190 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:195 msgid "EUR" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:192 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:197 msgid "22" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:194 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:199 msgid "5000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:194 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:199 msgid "110" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:196 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:201 msgid "10,000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:196 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:201 msgid "220" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:198 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:203 msgid "20,000" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:198 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:203 msgid "440" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:201 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:206 msgid "The credits are consumed per each document that is sent to the OSE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:204 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:209 msgid "If you have a validation error and the document needs to be sent one more time, one additional credit will be charged. Therefore, it is paramount that you verify all information is correct before sending your document to the OSE." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:209 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:214 msgid "What do you need to do?" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:211 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:216 msgid "In Odoo, once your enterprise contract is activated and you start working in Production, you need to buy credits once the first 1000 are consumed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:213 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:218 msgid "As Digiflow is the OSE used in the IAP, you need to affiliate it as the official OSE for your company on the SUNAT website. This is a simple process. For more information, please check `OSE Affiliation guide `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:217 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:222 msgid "Register Digiflow as the authorized PSE, please check `PSE Affiliation guide `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:224 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:229 msgid "This option can be used as an alternative, instead of using the IAP services you can send your document validation directly to Digiflow. In this case you need to consider:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:227 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:243 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:232 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:248 msgid "Buy your own digital Certificate: For more detail regarding the official vendor list, and the process to acquire it, please refer to `SUNAT Digital Ceritifcates `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:230 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:235 msgid "Sign a service agreement directly with `Digiflow `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:231 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:236 msgid "Provide your SOL credentials." msgstr "" @@ -30528,35 +30587,35 @@ msgstr "" msgid "Digiflow." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:239 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:244 msgid "In case your company wants to sign directly with the SUNAT, it is possible to select this option in your configuration. In this case you need to consider: - Get the SUNAT Certification process accepted." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:247 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:252 msgid "Provide you SOL credentials." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:250 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:255 msgid "When using direct connection with the SUNAT, the SOL User must be set with the Company RUT + User Id. Example: ``20121888549JOHNSMITH``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:254 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:259 msgid "Testing environment" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:256 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:261 msgid "Odoo provides a testing environment that can be activated before your company goes into production." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:258 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:263 msgid "When using the testing environment and the IAP signature, you don’t need to buy testing credits for your transactions as all of them are validated by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:262 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:267 msgid "By default the databases are set to work on production, make sure to enable the testing mode if needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:268 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:273 msgid "In case you don’t use Odoo IAP, in order to generate the electronic invoice signature, a digital certificate with the extension ``.pfx`` is required. Proceed to this section and load your file and password." msgstr "" @@ -30564,7 +30623,7 @@ msgstr "" msgid "EDI Certificate wizard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:278 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:283 msgid "The official currency exchange rate in Peru is provided by the SUNAT. Odoo can connect directly to its services and get the currency rate either automatically or manually." msgstr "" @@ -30572,15 +30631,15 @@ msgstr "" msgid "SUNAT displayed in Multicurrency Service option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:284 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:289 msgid "Please refer to the next section in our documentation for more information about :doc:`multicurrencies <../accounting/get_started/multi_currency>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:290 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:295 msgid "Configure Master data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:295 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:300 msgid "As part of the localization module the taxes are created automatically with their related financial account and electronic invoice configuration." msgstr "" @@ -30588,11 +30647,11 @@ msgstr "" msgid "List of default taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:302 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:307 msgid "EDI Configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:304 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:309 msgid "As part of the taxes configuration, there are three new fields required for electronic invoice, the taxes created by default have this data included, but in case you create new taxes make sure you fill in the fields:" msgstr "" @@ -30600,31 +30659,31 @@ msgstr "" msgid "Taxes EDI data for Peru." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:312 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:317 msgid "Fiscal Positions" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:314 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:319 msgid "There are two main fiscal positions included by default when you install the Peruvian localization." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:316 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "**Extranjero - Exportación**: Set this fiscal position on customers for Exportation transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:318 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:323 msgid "**Local Peru**: Set this fiscal position on local customers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:323 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:328 msgid "In some Latin American countries, including Peru, some accounting transactions like invoices and vendor bills are classified by document types, defined by the government fiscal authorities, in this case by the SUNAT." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:327 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:332 msgid "Each document type can have a unique sequence per journal where it is assigned. As part of the localization, the Document Type includes the country on which the document is applicable;the data is created automatically when the localization module is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:331 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:336 msgid "The information required for the document types is included by default so the user does not need to fill anything on this view:" msgstr "" @@ -30632,27 +30691,27 @@ msgstr "" msgid "Document Type list." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:338 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:343 msgid "Currently the documents supported on customer invoices are: Invoice, Boleta, Debit Note and Credit Note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:344 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:349 msgid "When creating Sales Journals, the following information must be filled, in addition to the standard fields on the Journals:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:348 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:353 msgid "Use Documents" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:350 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:355 msgid "This field is used to define if the journal uses Document Types. It is only applicable to Purchase and Sales journals, which are the ones that can be related to the different set of document types available in Peru. By default, all the sales journals created use documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:355 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:360 msgid "Electronic Data Interchange" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:357 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:362 msgid "This section indicates which EDI workflow is used in the invoice, for Peru we must select “Peru UBL 2.1”." msgstr "" @@ -30660,15 +30719,15 @@ msgstr "" msgid "Journal EDI field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:364 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:369 msgid "By default, the value Factur-X (FR) is always displayed, make sure you can uncheck it manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:370 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:375 msgid "Identification Type and VAT" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:372 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:377 msgid "As part of the Peruvian localization, the identification types defined by the SUNAT are now available on the Partner form, this information is essential for most transactions either on the sender company and in the customer, make sure you fill in this information in your records." msgstr "" @@ -30676,12 +30735,12 @@ msgstr "" msgid "Partner identification type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:380 -#: ../../content/applications/finance/fiscal_localizations/romania.rst:109 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:385 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:113 msgid "Product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:382 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:387 msgid "Additional to the basic information in your products, for the Peruvian localization, the UNSPC Code on the product is a required value to be configured." msgstr "" @@ -30689,19 +30748,19 @@ msgstr "" msgid "UNSPC Code on products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:392 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:397 msgid "Customer invoice" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:395 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:400 msgid "EDI Elements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:397 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:402 msgid "Once you have configured your master data, the invoices can be created from your sales order or manually. Additional to the basic invoice information described on :doc:`our page about the invoicing process <../accounting/customer_invoices/overview>`, there are a couple of fields required as part of the Peru EDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:402 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:407 msgid "**Document type**: The default value is “Factura Electronica” but you can manually change the document type if needed and select Boleta for example." msgstr "" @@ -30709,7 +30768,7 @@ msgstr "" msgid "Invoice document type field on invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:408 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:413 msgid "**Operation type**: This value is required for Electronic Invoice and indicates the transaction type, the default value is “Internal Sale” but another value can be selected manually when needed, for example Export of Goods." msgstr "" @@ -30717,7 +30776,7 @@ msgstr "" msgid "Invoice operation type field on invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:415 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:420 msgid "**EDI Affectation Reason**: In the invoice lines, additional to the Tax there is a field “EDI Affectation Reason” that determines the tax scope based on the SUNAT list that is displayed. All the taxes loaded by default are associated with a default EDI affection reason, if needed you can manually select another one when creating the invoice." msgstr "" @@ -30725,7 +30784,7 @@ msgstr "" msgid "Tax affectation reason in invoice line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:426 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:431 msgid "Once you check all the information in your invoice is correct, you can proceed to validate it. This action registers the account move and triggers the Electronic invoice workflow to send it to the OSE and the SUNAT. The following message is displayed at the top of the invoice:" msgstr "" @@ -30733,16 +30792,16 @@ msgstr "" msgid "Sending of EDI Invoice in blue." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:433 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:438 msgid "Asynchronous means that the document is not sent automatically after the invoice has been posted." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:438 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:525 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:443 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:530 msgid "Electronic Invoice Status" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:440 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:445 msgid "**To be Sent**: Indicates the document is ready to be sent to the OSE, this can be done either automatically by Odoo with a *cron* that runs every hour, or the user can send it immediately by clicking on the button “Sent now”." msgstr "" @@ -30750,7 +30809,7 @@ msgstr "" msgid "Send EDI manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:447 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:452 msgid "**Sent**: Indicates the document was sent to the OSE and was successfully validated. As part of the validation a ZIP file is downloaded and a message is logged in the chatter indicating the correct Government validation." msgstr "" @@ -30758,31 +30817,31 @@ msgstr "" msgid "Message on chatter when the invoice is valid." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:454 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:459 msgid "In case there is a validation error the Electronic Invoice status remains in “To be sent” so the corrections can be made and the invoice can be sent again." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:458 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:463 msgid "One credit is consumed each time that you send a document for validation, in this sense if an error is detected on an invoice and you send it one more time, two credits are consumed in total." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:463 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:468 msgid "Common Errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:465 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:470 msgid "There are multiple reasons behind a rejection from the OSE or the SUNAT, when this happens Odoo sends a message at the top of the invoice indicating the error details and in the most common cases a hint to fix the issue." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:469 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:474 msgid "If a validation error is received, you have two options:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:471 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:476 msgid "In case the error is related to master data on the partner, customer or taxes, you can simply apply the change on the record (example customer identification type) and once it is done click on the Retry button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:474 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:479 msgid "If the error is related to some data recorded on the invoice directly (Operation type, missing data on the invoice lines), the correct solution is to reset the invoice to Draft, apply the changes, and then send the invoice again to the SUNAT for another validation." msgstr "" @@ -30790,15 +30849,15 @@ msgstr "" msgid "List of common errors on invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:481 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:486 msgid "For more detail please refert to `Common errors in SUNAT `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:485 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:490 msgid "Invoice PDF Report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:487 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:492 msgid "After the invoice is accepted and validated by the SUNAT, the invoice PDF report can be printed. The report includes a QR code, indicating the invoice is a valid fiscal document." msgstr "" @@ -30806,15 +30865,15 @@ msgstr "" msgid "Invoice PDF report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:494 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:499 msgid "IAP Credits" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:496 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:501 msgid "Odoo’s Electronic IAP offers 1000 credits for free, after these credits are consumed in your production database, your company must buy new credits in order to process your transactions." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:499 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:504 msgid "Once you run out of credits a red label is displayed at the top of the invoice indicating that additional credits are required, you can easily buy them by accessing the link provided in the message." msgstr "" @@ -30822,19 +30881,19 @@ msgstr "" msgid "Buying credits in the IAP." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:506 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:511 msgid "In the IAP service includes packages with different pricing based on the number of credits. The price list in the IAP is always displayed in EUR." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:510 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:515 msgid "Special Use cases" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:513 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:518 msgid "Cancellation process" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:515 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:520 msgid "Some scenarios require an invoice cancellation, for example, when an invoice was created by mistake. If the invoice was already sent and validated by the SUNAT, the correct way to proceed is by clicking on the button Request Cancellation:" msgstr "" @@ -30842,11 +30901,11 @@ msgstr "" msgid "Request invoice cancellation button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:522 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:527 msgid "In order to cancel an invoice, please provide a cancellation Reason." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:527 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:532 msgid "**To Cancel**: Indicates the cancellation request is ready to be sent to the OSE, this can be done either automatically by Odoo with a *cron* that runs every hour, or the user can send it immediately by clicking on the button “Send now”. Once it is sent, a cancellation ticket is created, as a result the next message and CDR File are logged in the chatter:" msgstr "" @@ -30854,7 +30913,7 @@ msgstr "" msgid "Cancellation CDR sent by the SUNAT." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:535 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:540 msgid "**Cancelled**: Indicates the cancellation request was sent to the OSE and was successfully validated. As part of the validation a ZIP file is downloaded and a message is logged in the chatter indicating the correct Government validation." msgstr "" @@ -30862,27 +30921,27 @@ msgstr "" msgid "Invoice after cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:543 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:548 msgid "One credit is consumed on each cancellation request." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:546 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:551 msgid "Export invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:548 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:553 msgid "When creating exportation invoices, take into account the next considerations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:550 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:555 msgid "The Identification type on your customer must be Foreign ID." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:551 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:556 msgid "Operation type in your invoice must be an Exportation one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:552 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:557 msgid "The taxes included in the invoice lines should be EXP taxes." msgstr "" @@ -30890,39 +30949,39 @@ msgstr "" msgid "Exportation invoices main data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:558 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:563 msgid "Advance Payments" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:560 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:565 msgid "Create the advance payment Invoice and apply its related payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:561 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:566 msgid "Create the final invoice without considering the advance payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:562 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:567 msgid "Create a credit note for the Final invoice with the advance payment amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:563 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:568 msgid "Reconcile the Credit note with the final invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:564 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:569 msgid "The remaining balance on the final invoice should be paid with a regular payment transaction." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:567 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:572 msgid "Detraction Invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:569 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:574 msgid "When creating invoices that is subject to Detractions, take into account the next considerations:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:571 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:576 msgid "All the products included in the invoice must have these fields configured:" msgstr "" @@ -30930,7 +30989,7 @@ msgstr "" msgid "Detraction fields on products." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:576 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:581 msgid "Operation type in your invoice must be ``1001``" msgstr "" @@ -30938,11 +30997,11 @@ msgstr "" msgid "Detraction code on invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:582 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:587 msgid "Credit Notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:584 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:589 msgid "When a correction or refund is needed over a validated invoice, a credit note must be generated, for this just click on the button “Add Credit Note”, a part of the Peruvian localization you need to prove a Credit Reason selecting one of the options in the list." msgstr "" @@ -30950,11 +31009,11 @@ msgstr "" msgid "Add Credit Note from invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:592 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:597 msgid "When creating your first credit Note, select the Credit Method: Partial Refund, this allows you to define the credit note sequence." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:595 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:600 msgid "By default the Credit Note is set in the document type:" msgstr "" @@ -30962,191 +31021,191 @@ msgstr "" msgid "Credit Note document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:600 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:605 msgid "To finish the workflow please follow the instructions on :doc:`our page about Credit Notes <../accounting/customer_invoices/credit_notes>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:604 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:609 msgid "The EDI workflow for the Credit notes works in the same way as the invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:609 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:614 msgid "As part of the Peruvian localization, besides creating credit notes from an existing document you can also create debit Notes. For this just use the button “Add Debit Note”." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:612 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:617 msgid "By default the Debit Note is set in the document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:617 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:622 msgid "Electronic delivery guide 2.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:619 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:624 msgid "The *Guía de Remisión Electrónica* (GRE) is an electronic document generated by the shipper to support the transportation or transfer of goods from one place to another, such as a warehouse or establishment. In Odoo, there are several configuration steps needed before you can successfully use this feature." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:624 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:629 msgid "The use of the *guía de remisión electrónica* electronic document is mandatory and required by |SUNAT| for taxpayers who need to transfer their products, except those under the *Single Simplified Regime* (régimen único simplificado or RUS)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:629 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:634 msgid "Delivery guide types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:632 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:637 msgid "Sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:634 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:639 msgid "The *Sender* delivery guide type is issued when a sale is made, a service is rendered (including processing), goods are assigned for use, or goods are transferred between premises of the same company and others." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:638 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:643 msgid "This delivery guide is issued by the owner of the goods (i.e., the sender) at the beginning of the shipment. The sender delivery guide is supported in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:642 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:647 msgid "`SUNAT guía de remisión `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:645 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:774 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:650 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:779 msgid "Carrier" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:647 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:652 msgid "The *Carrier* delivery guide type justifies the transportation service the driver (or carrier) performs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:650 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:655 msgid "This delivery guide is issued by the carrier and must be issued to each shipper when the shipment goes through public transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:654 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:659 msgid "The carrier delivery guide is **not** supported in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:657 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:662 msgid "`SUNAT guía de remisión transportista `_" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:661 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:666 msgid "Transportation types" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:664 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:669 msgid "Private" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:666 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:671 msgid "The *Private* transportation type option is used when the owner transfers goods using their own vehicles. In this case, a sender's delivery guide must be issued." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:670 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:675 msgid "Public" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:672 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:677 msgid "The *Public* transportation type option is used when an external carrier moves the goods. In this case, two delivery guides must be issued: the sender's delivery guide and the carrier's delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:677 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:682 msgid "Direct submission to SUNAT" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:679 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:684 msgid "The creation of the |GRE| delivery guide in Odoo **must** be sent directly to the |SUNAT|, regardless of the electronic document provider: IAP, Digiflow, or |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:683 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:688 #: ../../content/applications/finance/fiscal_localizations/united_states.rst:475 msgid "Required information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:685 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:690 msgid "Version 2.0 of the electronic delivery guide requires additional information on the general configuration, vehicles, contacts, and products. In the general configuration, it is necessary to add new credentials that you can retrieve from the |SUNAT| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:690 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:695 msgid "Cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:692 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:697 msgid "**Both** the sender and the carrier can cancel the electronic waybill as long as the following conditions are met:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:695 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:700 msgid "The shipment has not been initiated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:696 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:701 msgid "If the shipment has been initiated, the receiver **must** be changed before reaching the final destination." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:700 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:705 msgid "The |SUNAT| no longer uses the term \"Anula\", but now uses the term \"Dar de baja\" for cancellations." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:704 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:709 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:107 #: ../../content/applications/finance/payment_providers/paypal.rst:56 msgid "Testing" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:706 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:711 msgid "The |SUNAT| does not support a test environment. This means that any delivery guides that were generated by mistake **will** be sent to the |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:709 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:714 msgid "If, by mistake, the waybill was created in this environment, it is necessary to delete it from the |SUNAT| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:716 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:721 msgid "Electronic sender's |GRE| is currently the only supported type of waybill in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:717 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:722 msgid "The delivery guide is dependent on the Odoo *Inventory* app, the :guilabel:`l10n_pe_edi` and :guilabel:`l10n_pe` modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:719 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:724 msgid "A second user **must** be added for the creation of electronic documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:721 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:726 msgid "After following the steps to configure the :ref:`electronic invoicing ` and the :ref:`master data `, :ref:`install ` the :guilabel:`Peruvian - Electronic Delivery Note 2.0` module (`l10n_pe_edi_stock_20`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:725 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:730 msgid "Next, you need to retrieve the *client ID* and *client secret* from |SUNAT|. To do so, follow the `manual de servicios web plataforma nueva GRE `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:730 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:735 msgid "In the |SUNAT| portal, it is important to have the correct access rights enabled, as they may differ from the user set for electronic invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:733 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:738 msgid "These credentials should be used to configure the delivery guide general settings from :menuselection:`Inventory --> Configuration --> Settings`, and scroll down to the :guilabel:`Peru Delivery Guide` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:737 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:742 msgid "Configure the following :guilabel:`Sunat Delivery Guide API` fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:739 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:744 msgid ":guilabel:`Guide Client ID`: the unique API *client ID* generated in the |SUNAT| portal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:740 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:745 msgid ":guilabel:`Guide Client Secret`: the unique API *client secret* generated in the |SUNAT| portal" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:741 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:746 msgid ":guilabel:`Guide SOL User`: the RUC Number + SOL username" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:742 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:747 msgid ":guilabel:`Guide SOL Password`: the SOL user password" msgstr "" @@ -31154,42 +31213,42 @@ msgstr "" msgid "Example for the SUNAT Delivery Guide API section configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:748 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:753 msgid "It is required to follow the format `RUC + UsuarioSol` (e.g., `20557912879SOLUSER`) for the :guilabel:`Guide SOL User` field, depending on the user selected when generating the |GRE| API credentials in the |SUNAT| portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:753 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:758 msgid "Operator" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:755 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:760 msgid "The *operator* is the vehicle's driver in cases where the delivery guide is through *private* transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:758 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:763 msgid "To create a new operator, navigate to :menuselection:`Contacts --> Create` and fill out the contact information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:761 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:766 msgid "First, select :guilabel:`Individual` as the :guilabel:`Company Type`. Then, add the :guilabel:`Operator License` in the :guilabel:`Accounting` tab of the contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:764 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:769 msgid "For the customer address, make sure the following fields are complete:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:766 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:787 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:771 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:792 msgid ":guilabel:`District`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:767 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:788 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:772 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:793 msgid ":guilabel:`Tax ID` (:guilabel:`DNI`/:guilabel:`RUC`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:768 -#: ../../content/applications/finance/fiscal_localizations/peru.rst:789 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:773 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:794 msgid ":guilabel:`Tax ID Number`" msgstr "" @@ -31197,19 +31256,19 @@ msgstr "" msgid "Individual type operator configurations in the Contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:776 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:781 msgid "The *carrier* is used when the delivery guide is through *public* transport." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:778 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:783 msgid "To create a new carrier, navigate to :menuselection:`Contacts --> Create` and fill out the contact information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:781 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:786 msgid "First, select :guilabel:`Company` as the :guilabel:`Company Type`. Then, add the :guilabel:`MTC Registration Number`, :guilabel:`Authorization Issuing Entity`, and the :guilabel:`Authorization Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:785 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:790 msgid "For the company address, make sure the following fields are complete:" msgstr "" @@ -31217,43 +31276,43 @@ msgstr "" msgid "Company type operator configurations in the Contact form." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:795 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:800 msgid "Vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:797 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:802 msgid "To configure the available vehicles, navigate to :menuselection:`Inventory --> Configuration --> Vehicles` and fill in the vehicle form with the information needed for the vehicle:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:800 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:805 msgid ":guilabel:`Vehicle Name`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:801 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:806 msgid ":guilabel:`License Plate`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:802 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:807 msgid ":guilabel:`Is M1 or L?`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:803 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:808 msgid ":guilabel:`Special Authorization Issuing Entity`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:804 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:809 msgid ":guilabel:`Authorization Number`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:805 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:810 msgid ":guilabel:`Default Operator`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:806 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:811 msgid ":guilabel:`Company`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:809 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:814 msgid "It is important to check the :guilabel:`Is M1 or L?` checkbox if the vehicle has fewer than four wheels or fewer than eight seats." msgstr "" @@ -31261,39 +31320,39 @@ msgstr "" msgid "Vehicle not selected as an M1 or L type with extra fields shown." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:818 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:823 msgid "To configure the available products, navigate to :menuselection:`Inventory --> Products` and open the product to be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:821 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:826 msgid "Make sure that the applicable information in the product form is fully configured. The :guilabel:`Partida Arancelaria` (Tariff Item) field needs to be completed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:825 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:830 msgid "Generating a GRE" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:827 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:832 msgid "Once the delivery from inventory is created during the sales workflow, make sure you complete the |GRE| fields on the top-right section of the transfer form for the fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:830 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:835 msgid ":guilabel:`Transport Type`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:831 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:836 msgid ":guilabel:`Reason for Transfer`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:832 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:837 msgid ":guilabel:`Departure start date`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:834 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:839 msgid "It is also required to complete the :guilabel:`Vehicle` and :guilabel:`Operator` fields under the :guilabel:`Guia de Remision PE` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:837 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:842 msgid "The delivery transfer has to be marked as *Done* for the :guilabel:`Generar Guia de Remision` button to appear on the left menu of the transfer form." msgstr "" @@ -31301,7 +31360,7 @@ msgstr "" msgid "Generar Guia de Remision button on a transfer form in the Done stage." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:843 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:848 msgid "Once the transfer form is correctly validated by |SUNAT|, the generated XML file becomes available in the chatter. You can now print the delivery slip that shows the transfer details and the QR code validated by |SUNAT|." msgstr "" @@ -31309,148 +31368,240 @@ msgstr "" msgid "Transfer details and QR code on generated delivery slip." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:853 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:858 msgid "`Diferente prefijo para productos (T001 en algunos, T002 en otros)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:855 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:860 msgid "At the moment, Odoo does not support the automation of prefixes for products. This can be done manually for each product output. This can also be done for non-storable products. However, keep in mind that there will be no traceability." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:858 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:863 msgid "`2325 - GrossWeightMeasure - El dato no cumple con el formato establecido \"Hace falta el campo\" \"Peso\"\" en el producto`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:861 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:866 msgid "This error occurs when the weight on the product is set as `0.00`. To fix this, you need to cancel the waybill and recreate it. Make sure that you fix the weight on the product before creating the new waybill, or it will result in the same error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:864 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:869 msgid "`JSONDecodeError: Expecting value: line 1 column 1 (char 0) when creating a Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:866 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:871 msgid "This error is typically generated due to SOL user issues. Verify the user's connection with the |SUNAT|; the SOL user must be established with the company RUT + user ID. For example `2012188549JOHNSMITH`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:869 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:874 msgid "`El número de documento relacionado al traslado de mercancía no cumple con el formato establecido: error: documento relacionado`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:872 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:877 msgid "The *Related Document Type* and *Related Document Number* fields only apply to invoices and receipts." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:874 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:879 msgid "`400 Client error: Bad Request for URL`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:876 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:881 msgid "This error is not solvable from Odoo; it is advised you reach out to the |SUNAT| and verify the user. It may be necessary to create a new user." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:879 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:884 msgid "`Invalid content was found starting with element 'cac:BuyerCustomerParty'`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:881 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:886 msgid "This error occurs when the transfer reason is set as *other*. Please select another option. Following to the official documentation of the |SUNAT|'s waybill guide, the transfer reasons *03 (sale with shipment to third party)* or *12 (others)* does not work in Odoo, since you should not have an empty or blank customer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:885 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:890 msgid "`Duda cliente: consumo de créditos IAP al usar GRE 2.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:887 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:892 msgid "For live clients using IAP, no credit is consumed (in theory) because it does not go through the OSE, i.e., these documents are directly sent to the |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:889 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:894 msgid "`Errores con formato credenciales GRE 2.0 (traceback error)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:891 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:896 msgid "Odoo currently throws an error with a traceback instead of a message that the credentials are not correctly configured in the database. If this occurs on your database, please verify your credentials." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:898 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:903 msgid "First, :ref:`install ` the **Peruvian eCommerce** (`l10n_pe_website_sale`) module." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:900 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:905 msgid "The **Peruvian eCommerce** module enables the features and configurations to:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:902 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:907 msgid "allow clients to create online accounts for **eCommerce** purposes;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:903 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:908 msgid "support required fiscal fields in the **eCommerce** application;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:904 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:909 msgid "receive payments for sales orders online;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:905 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:910 msgid "generate electronic documents from the **eCommerce** application." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:908 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:913 msgid "The **Peruvian eCommerce** module is dependent on the previous installation of the **Invoicing** or **Accounting** app, as well as the **Website** app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:916 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:921 msgid "After configuring the Peruvian :ref:`electronic invoicing ` flow, complete the following configurations for the **eCommerce** flow:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:919 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:924 msgid ":ref:`Client account registration `;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:920 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:925 msgid ":ref:`Automatic invoice `;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:921 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:926 msgid ":doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to :guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:923 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:928 msgid ":doc:`../payment_providers`;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:924 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:929 msgid ":doc:`../../websites/ecommerce/checkout_payment_shipping/shipping`: For each shipping method, set the :guilabel:`Provider` field to :guilabel:`Fixed Price`. Then, set a :guilabel:`Fixed Price` amount greater than `0.00` (not zero), as the shipping method price is added to the invoice line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:929 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:934 msgid "`Mercado Pago `_ is an online payment provider supported in Odoo that covers several countries, currencies, and payment methods in Latin America." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:931 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:936 msgid "Make sure to define a :guilabel:`Sales Price` on the :guilabel:`Delivery Product` of the shipping method to prevent errors when validating the invoice with |SUNAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:933 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:938 msgid "To offer free delivery, manually remove the :guilabel:`Delivery Product`, or at least use `$0.01` (one cent) for the invoice to be validated with SUNAT." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:937 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:942 msgid ":doc:`Set up the Mercado Pago payment provider. <../payment_providers/mercado_pago>`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:942 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:947 msgid "Once the :ref:`configurations ` are all set, fiscal input fields will be available during the checkout process for signed-in customers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:945 +#: ../../content/applications/finance/fiscal_localizations/peru.rst:950 msgid "When customers enter their fiscal data at checkout and complete a successful purchase, the invoice is generated with the corresponding |EDI| elements. The document type (Boleta/Factura) is selected based on their tax ID (RUC/DNI). The invoice must then :ref:`be sent to the OSE and the SUNAT `. By default, all published invoices are sent once a day through a scheduled action, but you can also send each invoice manually if needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/peru.rst:951 -msgid "Once the invoice is validated with |SUNAT|, customers can download the :file:`.zip` with the CDR, XML, and PDF files directly from the customer portal by clicking the :guilabel:`Download` button." +#: ../../content/applications/finance/fiscal_localizations/peru.rst:956 +msgid "Once the invoice is validated with |SUNAT|, customers can download the .zip file with the CDR, XML, and PDF files directly from the customer portal by clicking the :guilabel:`Download` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:965 +msgid "Permanent inventory reports: |PLE| 12.1 and |PLE| 13.1" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:967 +msgid "Odoo can produce two permanent inventory reports as `.txt` files for Peruvian accounting: |PLE| 12.1 and |PLE| 13.1. All inventory transactions made need to be reported." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:970 +msgid "|PLE| 12.1 **only tracks inventory in physical units**, focusing on the inflow and outflow of goods for effective management and planning." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:973 +msgid "|PLE| 13.1 tracks **both physical quantities and monetary values of inventory**, providing a comprehensive view for tax and management purposes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:976 +msgid "Both reports must be maintained semi-annually (January-June and July-December), with monthly transaction details reported within these periods. The submission deadlines are October 1st for the first semester and April 1st for the second semester, in accordance with the *Resolución de Superintendencia N° 169-2015*." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:984 +msgid "Before generating the |PLE| 12.1 or |PLE| 13.1 reports, make sure the :guilabel:`Peru - Stock Reports` (`l10n_pe_reports_stock`) module is installed, then update the fields for:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:987 +msgid ":ref:`Products `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:988 +msgid ":ref:`Warehouses `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:989 +msgid ":ref:`Inventory transfers `" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:996 +msgid "Several configurations related to the product or product category are necessary for |PLE| reporting:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:998 +msgid "**Type of existence**: For all products needing |PLE| reporting, go to the product record's :guilabel:`Accounting` tab and select the :guilabel:`Type of Existence` according to |SUNAT|'s table 5 for inventory reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1002 +msgid "**Automatic inventory valuation**: For storable goods (:dfn:`products with tracked inventory`), use :doc:`automatic inventory valuation <../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>`. Once automatic inventory valuation is enabled, this valuation method can be enabled for a product's :ref:`product category `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1008 +msgid "**Costing method:** Storable goods must use a :doc:`costing method <../../inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config>` **other** than :guilabel:`Standard Price`, as the journal entries generated from stock moves are used to populate the |PLE| reports." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1016 +msgid "Warehouses" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1018 +msgid "When :doc:`setting up a warehouse <../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses>`, the :guilabel:`Annex Establishment Code` field must be filled. This code acts as a unique ID for each warehouse and should only be a numeric combination, containing between 4 to 7 digits." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1026 +msgid "Inventory transfers" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1028 +msgid "Transferring inventory is a key process captured in the |PLE| 12.1 and |PLE| 13.1 reports. :doc:`Inventory transfers <../../inventory_and_mrp/inventory/shipping_receiving/daily_operations>` include both incoming and outgoing shipments." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1032 +msgid "When validating an inventory transfer (either on a warehouse receipt or delivery order), select the :guilabel:`Type of Operation (PE)` performed according to |SUNAT|'s table 12 for permanent inventory reporting." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1037 +msgid "Generate a .txt file for permanent inventory Kardex reports" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1039 +msgid "|PLE| 12.1 and 13.1 come as two separate books. The books need to be downloaded in `.txt` file format from Odoo, and then they should be submitted to the |SUNAT| |PLE| software." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1042 +msgid "On the :ref:`Inventory Valuation Report `, click the :guilabel:`PLE Reports` button. Then, select the :guilabel:`Period` and choose a report to export: either the :guilabel:`PLE 12.1` or :guilabel:`PLE 13.1`. Odoo generates a `.txt` file for the chosen report." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:-1 +msgid "Export Buttons selection" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/peru.rst:1051 +msgid "Only a download of the report in `.txt` format is available. There is no preview or visualization available within Odoo." msgstr "" #: ../../content/applications/finance/fiscal_localizations/philippines.rst:3 @@ -31732,126 +31883,130 @@ msgid "Modules for the Romanian localization" msgstr "" #: ../../content/applications/finance/fiscal_localizations/romania.rst:28 +msgid ":doc:`Documentation on e-invoicing’s legality and compliance in Romania <../accounting/customer_invoices/electronic_invoicing/romania>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/romania.rst:32 msgid "D.406 declaration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:30 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:34 msgid "Starting January 1, 2023, companies registered for tax purposes in Romania must report their accounting data to the Romanian Tax Agency monthly or quarterly in the D.406 declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:33 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:37 msgid "Odoo provides all you need to export the data of this declaration in the SAF-T XML format, which you can validate and sign using the software provided by the Romanian Tax Agency." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:37 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:41 msgid "Currently, Odoo only supports the generation of the monthly/quarterly D.406 declaration (containing journal entries, invoices, vendor bills, and payments). The yearly declaration (including assets) and the on-demand declaration (including inventory) are not yet supported." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:47 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:51 msgid "Under :guilabel:`Settings --> General Settings`, in the **Companies** section, click :guilabel:`Update Info` and fill in the company's :guilabel:`Country`, :guilabel:`City`, and :guilabel:`Telephone Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:50 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:54 msgid "Provide your company's :abbr:`CUI (Codul Unic de Inregistrare)` number or :abbr:`CIF (*Codul de identificare fiscală*)` number (for foreign companies) in the :guilabel:`Company ID` field, without the `RO` prefix (e.g., `18547290`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:53 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:57 msgid "If your company is **registered** for VAT in Romania, fill in the :guilabel:`Tax ID` field number, including the `RO` prefix (e.g., `RO18547290`). If the company is **not** registered for VAT in Romania, you **must not** fill in the :guilabel:`Tax ID` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:56 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:60 msgid "Open the **Contacts** app and search for your company. Open your company's profile, and in the :guilabel:`Accounting` tab, click :guilabel:`Add a line` and add your **bank account number** if not informed already. Make sure the profile is set as :guilabel:`Company` above the **name**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:60 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:64 msgid "You must have at least one **contact person** linked to your company in the **Contacts** app. If no **contact person** is linked, create a new one by clicking :guilabel:`New`, set it as :guilabel:`Individual`, and select your company in the :guilabel:`Company name` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:67 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:71 msgid "To generate a file receivable by the Romanian Tax Agency, the chart of accounts must not deviate from an official chart of accounts, such as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:70 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:74 msgid "the chart of accounts for commercial companies (*PlanConturiBalSocCom*), which is installed by default when creating a company with the Romanian localization or;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:72 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:76 msgid "the chart of accounts for companies following `IFRS `_ (*PlanConturiIFRS*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:74 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:78 msgid "Under :guilabel:`Settings --> Accounting`, in the **Romanian localization** section, set the :guilabel:`Tax Accounting Basis` to reflect the accounting regulations and Chart of Accounts used by the company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:82 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:86 msgid "Customer and supplier" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:84 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:88 msgid "Fill in the :guilabel:`Country`, :guilabel:`City`, and :guilabel:`Zip Code` of each partner that appears in your invoices, vendor bills, or payments through the **Contacts** app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:87 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:91 msgid "For partners that are companies, you must fill in the VAT number (including the country prefix) in the :guilabel:`Tax ID` field. If the partner is a company based in Romania, you may instead fill in the CUI number (without the 'RO' prefix) in the :guilabel:`Company ID` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:94 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:98 msgid "You must indicate the :guilabel:`Romanian SAF-T Tax Type` (3-digit number) and :guilabel:`Romanian SAF-T Tax Code` (6-digit number) on each of the taxes you use. This is already done for the taxes that exist by default in Odoo. To do so, go to :menuselection:`Accounting --> Configuration --> Taxes`, select the tax you wish to modify, click the :guilabel:`Advanced Options` tab, and fill in the **tax type** and **tax code** fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:101 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:105 msgid "The **tax type** and **tax code** are codes defined by the Romanian Tax Agency for the **D.406 declaration**. These can be found in the Excel spreadsheet published as guidance for completing the declaration, which you can find on the `website of the Romanian Tax Agency `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:111 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:115 msgid "For some types of goods transactions, the :guilabel:`Intrastat Code` (Cod NC) must be configured on the product, as it is required by Romanian law:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:114 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:118 msgid "import / export transactions;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:115 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:119 msgid "acquisitions / supplies of food products subjected to reduced VAT rate;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:116 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:120 msgid "intra-community movements subjected to intrastat reporting;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:117 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:121 msgid "acquisitions / supplies subjected to local reversed VAT charge (depending on Cod NC); and" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:118 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:122 msgid "transactions with excisable products for which excise duties are determined based on the Cod NC." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:120 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:124 msgid "If the Intrastat Code is not specified on a non-service product, the default code '0' will be used." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:122 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:126 msgid "To configure the :guilabel:`Intrastat Codes`, go to :menuselection:`Accounting --> Customers --> Products`, select a product, and in the :guilabel:`Accounting` tab, set a :guilabel:`Commodity Code`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:127 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:131 msgid ":doc:`../accounting/reporting/intrastat`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:132 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:136 msgid "You must check the :guilabel:`Is self-invoice (RO)?` checkbox in the :guilabel:`Other Info` tab for any vendor bill that is a self-invoice (i.e. a vendor bill that you issued yourself in the absence of an invoice document received from a supplier)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:137 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:141 msgid "Generating the declaration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:140 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:144 msgid "Exporting your data" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:142 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:146 msgid "To export the XML for the D.406 declaration, go to :menuselection:`Accounting --> Reports --> General Ledger` and click on :guilabel:`SAF-T`." msgstr "" @@ -31859,23 +32014,23 @@ msgstr "" msgid "Click on the 'SAF-T' button to export the D.406 XML declaration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:149 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:153 msgid "You can then validate and sign the XML file using the Romanian Tax Agency's validation software, *DUKIntegrator*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:153 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:157 msgid "Signing the report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:155 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:159 msgid "Download and install the *DUKIntegrator* validation software found on the `website of the Romanian Tax Agency `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:158 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:162 msgid "Once you have generated the XML, open 'DUKIntegrator' and select the file you have just generated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:160 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:164 msgid "Click on :guilabel:`Validare + creare PDF` to create an **unsigned** PDF containing your report, or :guilabel:`Validare + creare PDF semnat` to create a **signed** PDF containing your report." msgstr "" @@ -31883,7 +32038,7 @@ msgstr "" msgid "The DUKIntegrator validation software." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/romania.rst:167 +#: ../../content/applications/finance/fiscal_localizations/romania.rst:171 msgid "If the *DUKIntegrator* validator detects errors or inconsistencies in your data, it generates a file that explains the errors. In this case, you need to correct those inconsistencies in your data before you can submit the report to the Romanian Tax Agency." msgstr "" @@ -32137,59 +32292,67 @@ msgstr "" msgid "You can only change the accounting package as long as you have not created any accounting entry." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/spain.rst:24 +msgid ":doc:`Documentation on e-invoicing’s legality and compliance in Spain <../accounting/customer_invoices/electronic_invoicing/spain>`" +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/spain.rst:26 +msgid ":doc:`Documentation on e-invoicing’s legality and compliance in the Basque Country <../accounting/customer_invoices/electronic_invoicing/basque_country>`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:32 msgid "You can reach the **Chart of Accounts** by going to :menuselection:`Accounting --> Configuration --> Accounting: Chart of Accounts`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:30 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:36 msgid "When you create a new Odoo Online database, **Spain - SMEs (2008)** is installed by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:35 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:41 msgid "Default Spain-specific taxes are created automatically when the :guilabel:`Spanish - Accounting (PGCE 2008) (l10n_es)` module is installed, and tax reports are available when installing the module :guilabel:`Spain - Accounting (PGCE 2008) (l10n_es_reports)`. Each tax impacts the Spain-specific **tax reports (Modelo)**, available by going to :menuselection:`Accounting --> Reporting --> Statements Reports: Tax Report`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:44 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:50 msgid "Here is the list of Spanish-specific statement reports available:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:46 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:52 msgid "Balance Sheet;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:47 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:53 msgid "Profit & Loss;" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:49 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:55 msgid "Tax Report (Modelo 111);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:50 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:56 msgid "Tax Report (Modelo 115);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:51 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:57 msgid "Tax Report (Modelo 130);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:52 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:58 msgid "Tax Report (Modelo 303);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:53 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:59 msgid "Tax Report (Modelo 347);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:54 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:60 msgid "Tax Report (Modelo 349);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:55 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:61 msgid "Tax Report (Modelo 390)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:57 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:63 msgid "You can access Spain-specific tax reports by clicking on the **book** icon when on a report and selecting its Spain-specific version: :guilabel:`(ES)`." msgstr "" @@ -32197,80 +32360,80 @@ msgstr "" msgid "Spain-specific tax reports." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:64 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:70 msgid "Modelo 130" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:67 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:73 msgid "Change the percentage" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:69 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:75 msgid "If you wish to change the percentage computation of the box :guilabel:`[04]` under the :guilabel:`I` section and/or of the box :guilabel:`[09]` under the :guilabel:`II` section:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:72 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:78 msgid "Activate the :ref:`developer mode `, go to :menuselection:`Accounting --> Reporting --> Tax Report`, and select the report :guilabel:`Tax report (Modelo 130)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:74 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:80 msgid "Click the :icon:`fa-cogs` (:guilabel:`cogs`) icon to the right of :guilabel:`Report: Tax Report (Mod 130) (ES)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:76 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:82 msgid "Click the box you wish to change, and in the pop-up window, click on the :guilabel:`percentage` line. In the new pop-up window, change the value in the :guilabel:`Formula` field to the percentage you wish to apply. Repeat this action if you wish to modify the other box as well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:82 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:88 msgid "Report agriculture activity" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:84 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:90 msgid "If you wish to have any amount input in the :guilabel:`II` section (from boxes :guilabel:`[08]` to :guilabel:`[11]`), you must change the **industry** of the corresponding contact to :guilabel:`Agriculture`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:88 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:94 msgid "Go to the contact form (:menuselection:`Accounting --> Customers --> Customers` or :menuselection:`Accounting --> Vendors --> Vendors`, for example), and select a contact." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:90 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:96 msgid "In the :guilabel:`Sales & Purchase` tab, set the :guilabel:`Industry` field to :guilabel:`Agriculture`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:93 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:99 msgid "Repeat this operation for all contacts related to the **agriculture** industry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:96 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:102 msgid "TicketBAI" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:98 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:104 msgid "`Ticket BAI `_ or **TBAI** is an e-Invoicing system used by the Basque government and its three provincial councils (Álava, Biscay, and Gipuzkoa)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:102 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:108 msgid "Odoo supports the **TicketBAI (TBAI)** electronic invoicing format for all three regions of the **Basque Country**. To enable **TicketBAI**, set your company's :guilabel:`Country` and :guilabel:`Tax ID` under :menuselection:`Settings --> General Settings` in the :guilabel:`Companies` section." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:107 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:113 msgid "Then, :ref:`install ` the module :guilabel:`Spain -TicketBAI (l10n_es_edi_TBAI)`, go to :menuselection:`Accounting --> Configuration --> Settings`, and select a **region** in the :guilabel:`Spain Localization` section's :guilabel:`Tax Agency for TBAI` field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:111 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:117 msgid "Once a region is selected, click :guilabel:`Manage certificates (SII/TicketBAI)`, then click :guilabel:`New`, upload the certificate, and enter the password provided by the tax agency." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:115 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:121 msgid "If you are testing certificates, enable :guilabel:`Test Mode` in the :guilabel:`Spain Localization` section, which can be found under :guilabel:`Accounting` in the **Settings** app." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:120 -#: ../../content/applications/finance/fiscal_localizations/spain.rst:159 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:126 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:170 msgid "Use case" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:122 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:128 msgid "Once an invoice has been :doc:`created <../../finance/accounting/customer_invoices>` and confirmed, a TicketBAI **banner** appears at the top." msgstr "" @@ -32278,15 +32441,15 @@ msgstr "" msgid "TicketBAI banner at the top of the invoice once sent." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:128 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:134 msgid "Odoo sends invoices through TicketBAI automatically every **24 hours**. However, you can click :guilabel:`Process now` to send the invoice immediately." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:131 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:137 msgid "When the invoice is **sent**, the status of the field :guilabel:`Electronic Invoice` changes to :guilabel:`Sent`, and the XML file can be found in the **chatter**. Under the :guilabel:`EDI Documents` tab, you can see the traceability of other generated documents related to the invoice (e.g., if the invoice should also be sent through the **SII**, it will appear here)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:137 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:143 msgid "The TBAI **QR code** is displayed on the invoice PDF." msgstr "" @@ -32294,59 +32457,75 @@ msgstr "" msgid "QR code of the TicketBAI on the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:143 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:149 msgid "FACe" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:145 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:151 msgid "`FACe `_ is the e-Invoicing platform used by the public administrations in Spain to send electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:148 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:154 msgid "Before configuring the :abbr:`FACe (General Entrance for Electronic Invoices)` system, :ref:`install ` the :guilabel:`Spain - Facturae EDI (l10n_es_edi_facturae)` module and other **Facturae EDI**-related modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:152 -msgid "To enable FACe, go to :menuselection:`Settings --> General Settings`, click :guilabel:`Update Info` in the :guilabel:`Companies` section, then click :guilabel:`Update Info` and set the :guilabel:`Country` and :guilabel:`Tax ID` of your company. Next, add the :guilabel:`Facturae signature certificate` by clicking :guilabel:`Add a line`, uploading the certificate provided by the tax agency, and entering the provided password." +#: ../../content/applications/finance/fiscal_localizations/spain.rst:158 +msgid "To configure FACe, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:160 +msgid "Go to :menuselection:`Accounting --> Configuration --> Certificates`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/spain.rst:161 +msgid "Click :guilabel:`New` to create a new certificate." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:162 +msgid "Complete the fields, including uploading the file of the :guilabel:`Certificate` provided by the tax agency and the provided :guilabel:`Certificate Password`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:166 +msgid "If using the Invoicing app instead of Accounting, go to :menuselection:`Invoicing --> Configuration --> Certificates`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/spain.rst:172 msgid "Once you have :doc:`created <../../finance/accounting/customer_invoices>` an invoice and confirmed it, click :guilabel:`Send & Print`. Make sure :guilabel:`Generate Facturae edi file` is enabled, and click :guilabel:`Send & Print` again. Once the invoice is sent, the generated XML file is available in the **chatter**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:167 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:178 msgid "The file is **NOT** automatically sent. You have to send it yourself manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:170 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:181 msgid "You can send **FACe** XML files in batch through `the governmental portal `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:173 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:184 msgid "Administrative centers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:175 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:186 msgid "In order for **FACe** to work with **administrative centers**, the invoice *must* include specific data about the centers." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:179 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:190 msgid "Make sure to have the :guilabel:`Spain - Facturae EDI - Administrative Centers Patch (l10n_es_edi_facturae_adm_centers)` module :ref:`installed `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:182 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:193 msgid "To add **administrative centers**, create a new **contact** to add to the **partner** company. Select :guilabel:`FACe Center` as the **type**, assign one or more **role(s)** to that contact, and :guilabel:`Save`. The **three** roles usually required are:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:186 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:197 msgid "Órgano gestor: :guilabel:`Receptor` (Receiver);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:187 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:198 msgid "Unidad tramitadora: :guilabel:`Pagador` (Payer);" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:188 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:199 msgid "Oficina contable: :guilabel:`Fiscal` (Fiscal)." msgstr "" @@ -32354,15 +32533,15 @@ msgstr "" msgid "Administrative center contact form for public entities." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:194 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:205 msgid "If administrative centers need different :guilabel:`Codes` per role, you *must* create different centers for each role." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:196 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:207 msgid "When an electronic invoice is created using a partner with **administrative centers**, *all* administrative centers are included in the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/spain.rst:198 +#: ../../content/applications/finance/fiscal_localizations/spain.rst:209 msgid "You can add one contact with multiple roles or multiple contacts with a different role each." msgstr "" @@ -34557,130 +34736,194 @@ msgid "Set up a Uruware account" msgstr "" #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:108 -msgid "To set up a Uruware account, first be sure to have a valid Odoo subscription. Then follow the proceeding steps." +msgid "To set up a Uruware account, follow these steps:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:110 +msgid "Verify that you have a valid Odoo subscription." msgstr "" #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:111 -msgid "Locate the Uruware credentials settings by navigating to the :menuselection:`Accounting --> Configuration --> Settings`. Scroll down to the :guilabel:`Uruguayan Localization` section and click on :guilabel:`Create Uruware Account`." +msgid "Locate the Uruware credentials settings by navigating to the :menuselection:`Accounting --> Configuration --> Settings`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:113 +msgid "Scroll down to the :guilabel:`Uruguayan Localization` section and select the environment (:guilabel:`Production` or :guilabel:`Testing`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:115 -msgid "Upon doing so, an email is sent to the address associated with your Odoo subscription with the username and password to enter Uruware's portal and set up your account." +msgid "Click on :guilabel:`Create Uruware Account`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:119 -msgid "Your :guilabel:`Tax ID` needs to be setup to be able to create your account." +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:117 +msgid "Upon doing so, an email is sent to the address associated with your Odoo subscription with the password to enter Uruware's portal and set up your account." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:122 -msgid "This action will create an account with Uruware with the following information:" +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:121 +msgid "The email with the credentials is not immediate; it might take up to 48 hours for the account to be created." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:123 +msgid "The company's :guilabel:`Tax ID` needs to be set up to be able to create an Uruware account." msgstr "" #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:124 +msgid "The password sent expires after 24 hours. In this case, reset it by using the *Forgot Password* link in Uruware's portal." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:128 +msgid "This action will create an account with Uruware with the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:130 msgid "Legal name (razón social)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:125 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:131 msgid "RUT from the company" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:126 -msgid "User name (RUT.odoo)" +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:132 +msgid "Username (the Odoo subscription email or `RUT`.odoo. For example: `213344556677.odoo`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:127 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:133 msgid "Odoo database link" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:129 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:135 msgid "To ensure your account is created correctly, please add any missing information from above." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:131 -msgid "Once the account is created, a confirmation email is sent to the email linked to your subscription in Odoo, containing the credentials to configure the account directly in the Uruware `testing portal `_ or `production portal `_:" +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:137 +msgid "Once the account is created and you have received the email containing the credentials, configure your accounts directly in the Uruware `testing portal `_ or `production portal `_:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:136 -msgid "Use the account credentials in the email to log in to the portal." +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:141 +msgid "Use the account credentials in the email to log in to the to the corresponding (`test `_ or `production `_) portal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:139 -msgid "Be sure to configure two accounts, one for testing and one for production. The email address can be changed in Uruware and the same can be used in both environments." +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:145 +msgid "In Uruware's portal, the following steps are needed to be able to issue invoices from Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:145 -msgid "To configure the electronic invoice data, an environment and credentials need to be configured. To do so, navigate to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the :guilabel:`Uruguayan Localization` section." +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:147 +msgid "Complete and correct the company's information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:148 +msgid "Add your digital certificate." msgstr "" #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:149 -msgid "First, select the :guilabel:`UCFE Web Services` environment:" +msgid "Add your :abbr:`CAEs (Constancia de Autorización para Emisión)` for each document-type you plan to issue." msgstr "" #: ../../content/applications/finance/fiscal_localizations/uruguay.rst:151 +msgid "Configure the format of the PDF to be printed and sent to your customers." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:154 +msgid "Be sure to configure two accounts, one for testing and one for production. The certificate is needed in both environments, but :abbr:`CAEs (Constancia de Autorización para Emisión)` are only needed in production." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:159 +msgid "`Odoo Tutorials: Uruguay Localization `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:161 +msgid "`Odoo Help Forum: Uruguay `_" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:167 +msgid "To configure the electronic invoice data, an environment and credentials need to be configured. To do so, navigate to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the :guilabel:`Uruguayan Localization` section." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:171 +msgid "First, select the :guilabel:`UCFE Web Services` environment:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:173 msgid ":guilabel:`Production`: for production databases. In this mode, electronic documents are sent to |DGI| through Uruware for their validation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:153 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:175 msgid ":guilabel:`Testing`: for test databases. In this mode, the direct connection flows can be tested, with the files sent to the |DGI| testing environment through Uruware." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:155 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:177 msgid ":guilabel:`Demo`: files are created and accepted automatically in demo mode but are **not** sent to the |DGI|. For this reason, rejection errors will not appear in this mode. Every internal validation can be tested in demo mode. Avoid selecting this option in a production database." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:159 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:182 +msgid "Using :guilabel:`Demo` mode does not require a Uruware account." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:184 msgid "Then, enter the :guilabel:`Uruware Data`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:161 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:186 msgid ":guilabel:`Uruware WS Password`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:162 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:187 msgid ":guilabel:`Commerce Code`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:163 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:188 msgid ":guilabel:`Terminal Code`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:169 -msgid "This data can be obtained from the Uruware portal, after configuring the :ref:`Uruware account `. The :guilabel:`Uruware WS Password` differs from the password you use to enter your Uruware account." +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:194 +msgid "This data can be obtained from the Uruware portal after configuring the :ref:`Uruware account `." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:197 +msgid "To get the :guilabel:`Uruware WS Password`, go to :menuselection:`Configuration --> Company --> Edit` and look for the :guilabel:`Validators and Additional Information` tab to find :guilabel:`WS Password`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:201 +msgid "To get the :guilabel:`Commerce Code`, go to :menuselection:`Configuration --> Branches`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:203 +msgid "To get the :guilabel:`Terminal Code`, go to :menuselection:`Configuration --> Issuing Points`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:179 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:211 msgid "The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` is installed by default as part of the set of data included in the localization module, the accounts are mapped automatically in taxes, default accounts payable, and default accounts receivable." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:183 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:215 msgid "Accounts can be added or deleted according to the company's needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:191 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:223 msgid "To create a contact, navigate to :menuselection:`Contacts app` and select :guilabel:`New`. Then enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:197 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:229 msgid ":guilabel:`Street`: required to confirm an electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:201 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:233 msgid ":guilabel:`Country`: required to confirm an electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:203 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:235 msgid ":guilabel:`Identification Number`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:205 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:237 msgid ":guilabel:`Type`: select a identification type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:206 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:238 msgid ":guilabel:`Number`: required to confirm an electronic invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:211 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:243 msgid "As part of the Uruguay localization module, taxes are automatically created with its configuration and related financial accounts." msgstr "" @@ -34688,19 +34931,19 @@ msgstr "" msgid "Taxes for Uruguay." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:220 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:252 msgid "Some accounting transactions, like *customer invoices* and *vendor bills* are classified by document types. These are defined by the government fiscal authorities, in this case by the |DGI|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:223 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:255 msgid "Each document type can have a unique sequence per journal where it is assigned. The data is created automatically when the localization module is installed, and the information required for the document types is included by default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:227 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:259 msgid "To review the document types included in the localization, navigate to :menuselection:`Accounting --> Configuration --> Document Types`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:231 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:263 msgid "In Uruguay, |CAEs| **must** be uploaded in Uruware. Sequences (and PDFs) are received in Odoo from Uruware, based on their |CAEs|. |CAEs| are **only** used in production. When testing, only a range of sequences used in Uruware need to be set." msgstr "" @@ -34708,147 +34951,147 @@ msgstr "" msgid "Document types for Uruguay." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:241 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:273 msgid "To generate and confirm an electronic document that will be validated by |DGI|, the sales journal needs to be configured with the following:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:244 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:276 msgid ":guilabel:`Invoicing Type`: by default :guilabel:`Electronic` option is set. This is necessary to send electronic documents via web service to the Uruguayan government through Uruware. The other option, :guilabel:`Manual`, is for open invoices previously stamped in another system, for example, in the |DGI|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:248 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:280 msgid ":guilabel:`Use Documents?`: Activate this option if this journal will use documents from the list of document types in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:254 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:286 msgid "Once you have configured your database, you can create your documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:262 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:294 msgid ":doc:`Customer invoices <../accounting/customer_invoices>` are electronic documents that, when validated, are sent to |DGI| via Uruware. These documents can be created from your sales order or manually. They must contain the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:267 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:299 msgid ":guilabel:`Due date`: to compute if the invoice is due now or later (*contado* or *crédito*, respectively)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:269 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:301 msgid ":guilabel:`Journal`: select the electronic sales journal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:270 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:302 msgid ":guilabel:`Document Type`: document type in this format, for example, `(111) e-Invoice`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:271 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:303 msgid ":guilabel:`Products`: specify the product(s) with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:274 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:306 msgid "Every document type has a specific credit note and debit note (e.g., the document type :guilabel:`(111) e-Invoice` has an :guilabel:`(112) e-Invoice Credit Note`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:280 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:312 msgid "The :doc:`Customer credit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, when validated, is sent to |DGI| via Uruware. It is necessary to have a validated (posted) invoice to register a credit note. On the invoice, click the :guilabel:`Credit note` button to access the :guilabel:`Create credit note` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:286 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:318 msgid ":guilabel:`Journal`: select the journal that has to be electronic and has the :guilabel:`Use Documents?` option active." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:288 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:320 msgid ":guilabel:`Document Type`: select the credit note document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:294 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:326 msgid "The :doc:`Customer debit note <../accounting/customer_invoices/credit_notes>` is an electronic document that, when validated, is sent to |DGI| via Uruware. It is necessary to have a validated (posted) invoice to register a debit note. On the invoice, click the :icon:`fa-cog` (:guilabel:`action menu`) icon, select the :guilabel:`Debit note` option to access the :guilabel:`Create credit note` form, then complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:301 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:333 msgid ":guilabel:`Journal`: Select the journal that has to be electronic and has the :guilabel:`Use Documents?` option active." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:303 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:335 msgid ":guilabel:`Copy lines`: Tick the checkbox to copy the invoice lines to the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:304 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:336 msgid ":guilabel:`Debit note date`: Type the date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:307 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:339 msgid "Confirm the invoice to create it with an internal reference. To send the document to |DGI| via Uruware, click on :guilabel:`Send and Print` and select the checkbox :guilabel:`Create CFE`. The legal document sequence (number) is brought from Uruware once the document has been processed. Make sure you have |CAEs| available in Uruware." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:313 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:345 msgid "The PDF of the validated document is pulled from Uruware following the specification by the Uruguayan government (DGI)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:317 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:349 msgid "Addendas and disclosures" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:319 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:351 msgid "*Addendas* and *disclosures* are additional notes and comments added to an electronic document that can be mandatory or optional. To create a new addenda, go to :menuselection:`Accounting --> Configuration --> Addendas and disclosures` and click :guilabel:`New`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:323 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:355 msgid "Enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:325 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:357 msgid ":guilabel:`Name`: name of the addenda or mandatory disclosure." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:326 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:358 msgid ":guilabel:`Type`: Select the type of remark, this will add it to the specific section in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:327 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:359 msgid ":guilabel:`Is legend`: Select this box if the text is a mandatory disclosure, leave it blank if it is additional information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:329 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:361 msgid ":guilabel:`Content`: Add the complete text of the addenda or disclosure." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:332 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:364 msgid "Leyenda and additional information in product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:334 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:366 msgid "To add a *leyenda* or additional information to the product and XML, it is necessary to add the preconfigured addenda and disclosure to the product in the invoice line. Add the *leyenda* in the :guilabel:`Disclosure` field of the product specified in the line." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:339 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:371 msgid "Leyenda and additional information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:341 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:373 msgid "To add a *leyenda* or additional information to the electronic invoice and XML, access the invoice, go to the :guilabel:`Other Info` tab, and select the desired addenda in the :guilabel:`Addenda and Disclosure` field. The addenda and disclosures added here will appear in the XML and visibly in the PDF document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:346 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:378 msgid "This applies to the following types of *addendas*:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:348 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:380 msgid "Document" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:349 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:381 msgid "Issuer" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:350 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:382 msgid "Receiver" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:351 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:383 msgid "Addendas" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:354 +#: ../../content/applications/finance/fiscal_localizations/uruguay.rst:386 msgid "To add a temporary note to the electronic document, use the :guilabel:`Terms and Conditions` field. This information will be sent in the addenda of the invoice, but it won't be saved for future documents." msgstr "" @@ -35318,7 +35561,7 @@ msgid "From an accounting perspective, there are two types of online payment wor msgstr "" #: ../../content/applications/finance/payment_providers.rst:442 -msgid "By default, the :guilabel:`Bank Account` defined for the :ref:`payment journal ` is used, but you can also specify an :ref:`outstanding account ` for each payment provider to separate the provider's payments from other payments." +msgid "By default, the :guilabel:`Bank Account` defined for the :ref:`payment journal ` is used, but you can also specify an :ref:`outstanding account ` for each payment provider to separate the provider's payments from other payments." msgstr "" #: ../../content/applications/finance/payment_providers.rst:-1 @@ -35413,7 +35656,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/razorpay.rst:54 #: ../../content/applications/finance/payment_providers/stripe.rst:118 #: ../../content/applications/finance/payment_providers/worldline.rst:68 -#: ../../content/applications/finance/payment_providers/xendit.rst:49 +#: ../../content/applications/finance/payment_providers/xendit.rst:47 msgid ":doc:`../payment_providers`" msgstr "" @@ -35674,7 +35917,7 @@ msgstr "" #: ../../content/applications/finance/payment_providers/mercado_pago.rst:36 #: ../../content/applications/finance/payment_providers/razorpay.rst:44 #: ../../content/applications/finance/payment_providers/worldline.rst:65 -#: ../../content/applications/finance/payment_providers/xendit.rst:46 +#: ../../content/applications/finance/payment_providers/xendit.rst:44 msgid "Configure the rest of the options to your liking." msgstr "" @@ -36693,14 +36936,10 @@ msgstr "" msgid "In the :guilabel:`Webhook URL` section, enter your Odoo database's URL, followed by `/payment/xendit/webhook` (e.g., `https://example.odoo.com/payment/xendit/webhook`) in the field :guilabel:`Invoices paid` and click the :guilabel:`Test and save` button next to it." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:36 -msgid "Navigate to the `Card Settings page `_ and ensure that :guilabel:`Optional 3DS` is enabled while :guilabel:`Dynamic 3DS` is disabled." -msgstr "" - -#: ../../content/applications/finance/payment_providers/xendit.rst:42 +#: ../../content/applications/finance/payment_providers/xendit.rst:40 msgid ":ref:`Navigate to the payment provider Xendit ` and change its state to :guilabel:`Enabled`." msgstr "" -#: ../../content/applications/finance/payment_providers/xendit.rst:44 +#: ../../content/applications/finance/payment_providers/xendit.rst:42 msgid "Fill in the :guilabel:`Secret Key` and :guilabel:`Webhook Token` fields with the information saved at the step :ref:`payment_providers/xendit/configure_dashboard`." msgstr "" diff --git a/locale/sources/general.pot b/locale/sources/general.pot index d71683a0e3..8b81bfbed6 100644 --- a/locale/sources/general.pot +++ b/locale/sources/general.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-31 16:01+0000\n" +"POT-Creation-Date: 2025-01-28 12:25+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2527,74 +2527,74 @@ msgid "If utilizing your own outgoing mail server, it must be paired with your o msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:102 -msgid "To add an external SMTP server in Odoo, open :guilabel:`Settings`, and enable the :guilabel:`Use Custom Email Servers` option found under the :guilabel:`Discuss` section." +msgid "To add an external SMTP server in Odoo, open :guilabel:`Settings`, and enable the :guilabel:`Use Custom Email Servers` option found under the :guilabel:`Emails` section. Then, click :guilabel:`Save` at the top of the page to save the changes." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:105 -msgid "Still under the :guilabel:`Discuss` section, click :guilabel:`Outgoing Email Servers`, then `New` to create an outgoing mail server record. Most fields are the common parameters used to set up a connection to an SMTP server; use the values provided by your email provider." +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:106 +msgid "Returning to the :guilabel:`Emails` section, click :guilabel:`Outgoing Email Servers`, then `New` to create an outgoing mail server record. Most fields are the common parameters used to set up a connection to an SMTP server; use the values provided by your email provider." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:109 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:110 msgid "Once completed, click :guilabel:`Test Connection`. Note that a successful test connection does not confirm that the email will go out as some restriction might remain on the provider side, thus, it is recommended to consult your provider’s documentation." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:116 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:117 msgid "Local-part values" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:118 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:119 msgid "Below are presented the different local-part values that can be used by Odoo to send emails. It might be required to whitelist them in your mail server:" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:121 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:122 msgid "The Alias Domain Bounce Alias (default value = `bounce`)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:122 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:123 msgid "The Alias Domain Default From (default value = `notifications`)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:123 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:124 msgid "The default admin address `admin@company-name.odoo.com` or, if changed, the new value)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:124 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:125 msgid "The default Odoobot address `odoobot@company-name.odoo.com` or, if changed, the new value)," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:125 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:126 msgid "The specific FROM defined on an email marketing campaign," msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:126 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:127 msgid "The specific FROM that can be defined in an email template." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:129 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:130 msgid ":doc:`google_oauth`" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:130 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:131 msgid ":doc:`azure_oauth`" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:135 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:136 msgid "Setting up different servers for transactional and mass emails" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:140 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:141 msgid "Personalized mail servers" msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:142 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:143 msgid "Transactional emails and mass mailings can be sent using separate email servers in Odoo. Doing so means day-to-day emails, quotations, or invoices sent to clients will be handled as *transactional emails*. *Mass mailing emails*, including the sending of batches of invoices or quotations, will be managed by the Marketing Automation or Email Marketing application." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:148 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:149 msgid "You can use services like Gmail, Amazon SES, or Brevo for transactional emails, and services like Mailgun, Sendgrid, or Mailjet for mass mailings." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:151 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:152 msgid "First, activate the :ref:`developer-mode` and go to :menuselection:`Settings --> Technical --> Email: Outgoing Mail Servers`. There, add two outgoing email server records, one for the transactional emails server and one for the mass mailings server. Enter a lower :guilabel:`Priority` value for the transactional server (e.g., `1`) over the mass mailings server (e.g., `2`) so transactional emails are given priority." msgstr "" @@ -2602,7 +2602,7 @@ msgstr "" msgid "Example of split between transaction and mass mailing mail servers." msgstr "" -#: ../../content/applications/general/email_communication/email_servers_outbound.rst:160 +#: ../../content/applications/general/email_communication/email_servers_outbound.rst:161 msgid "Now, go to :menuselection:`Email Marketing --> Configuration --> Settings`, enable :guilabel:`Dedicated Server`, and select the appropriate email server. Odoo uses the server with the lowest priority value for transactional emails, and the server selected here for mass mailings." msgstr "" diff --git a/locale/sources/inventory_and_mrp.pot b/locale/sources/inventory_and_mrp.pot index 502a229834..78394a504c 100644 --- a/locale/sources/inventory_and_mrp.pot +++ b/locale/sources/inventory_and_mrp.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-31 16:01+0000\n" +"POT-Creation-Date: 2025-01-28 12:25+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -258,9 +258,9 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/receipts_three_steps.rst:14 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/storage_category.rst:26 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/daily_operations/use_routes.rst:96 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:21 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:36 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:45 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods.rst:36 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/reservation_methods/at_confirmation.rst:16 @@ -4213,7 +4213,7 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:372 #: ../../content/applications/inventory_and_mrp/inventory/product_management/inventory_valuation/inventory_valuation_config.rst:391 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:235 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:239 msgid "Manual" msgstr "" @@ -5046,7 +5046,7 @@ msgid "Serial numbers can contain many different types of characters: numbers, l msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking.rst:70 -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:343 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:379 msgid "Traceability" msgstr "" @@ -5743,23 +5743,61 @@ msgstr "" msgid "For inter-warehouse transfers involving products tracked by lots, it can be useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for warehouse receipts." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:343 +msgid "Display lots on delivery slips" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:345 +msgid "When selling products tracked with lots, it is possible to include the lot numbers on the delivery slips sent to customers. This can be helpful to customers in cases where lot numbers are needed, such as filing an RMA or repair request, or registering the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:349 +msgid "To include lot numbers on delivery slips, open the :menuselection:`Inventory` app, and navigate to :menuselection:`Configuration --> Settings`. Scroll down to the :guilabel:`Traceability` section, tick the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` checkbox, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:354 +msgid "After enabling the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` setting, lot numbers are listed on delivery slips for products tracked by lots, once the delivery order is validated." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:357 +msgid "To view lot numbers on delivery orders and delivery slips, navigate to the :menuselection:`Inventory` app, click on :guilabel:`Delivery Orders`, and select an order containing a product tracked using lots." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:361 +msgid "To view the lot numbers of products included in the order, make sure the :guilabel:`Operations` tab is selected, then click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` button to the right of the tab. Ensure that the :guilabel:`Serial Numbers` checkbox is ticked, which causes a :guilabel:`Serial Numbers` column to appear. The lot number(s) for each product included in the order are displayed in this column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:367 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:326 +msgid "When the order is ready to be processed, click :guilabel:`Validate` to confirm the delivery and add product information to the delivery slip." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:370 +msgid "At the top of the order's form, click the :icon:`fa-cog` :guilabel:`(Actions)` button, and select :guilabel:`Print --> Delivery Slip`. The delivery slip is then downloaded. Open the delivery slip using the device's browser or file manager. Lot numbers are listed next to their respective products in the :guilabel:`Lot/Serial Number` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:-1 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:-1 +msgid "The order lines section of a delivery slip, showing a product and its serial number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:381 msgid "Manufacturers and companies can refer to traceability reports to see the entire lifecycle of a product: where it came from, when it arrived, where it was stored, who it went to (and when)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:384 msgid "To see the full traceability of a product, or group by lots, go to the :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the :menuselection:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:388 msgid "From here, products with lot numbers assigned to them will be listed by default, and can be expanded to show the lot numbers those products have assigned to them." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:355 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:391 msgid "To group by lots, begin by removing any filters in the :guilabel:`Search...` bar. Then, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon to open a drop-down menu of :guilabel:`Filters`, :guilabel:`Group By` options, and :guilabel:`Favorites`. Under the :guilabel:`Group By` section, click the :guilabel:`Add Custom Group` option, and select :guilabel:`Lot/Serial Number` from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:361 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:397 msgid "Doing so reorganizes all the records on the page to display all existing lots and serial numbers, and can be expanded to show all quantities of products with that assigned number." msgstr "" @@ -5767,11 +5805,11 @@ msgstr "" msgid "Lots and serial numbers traceability report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:369 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:405 msgid "Traceability report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:371 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:407 msgid "To view a full stock moves report for a lot number, select the lot number line from the :guilabel:`Lots/Serial Number` dashboard. On the lot number form, click the :guilabel:`Traceability` smart button." msgstr "" @@ -5779,7 +5817,7 @@ msgstr "" msgid "Show the Traceability Report for a lot, that displays the stock moves." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:380 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots.rst:416 msgid ":doc:`../product_tracking`" msgstr "" @@ -6017,7 +6055,7 @@ msgid "On that product's detail form, click the :guilabel:`Lot/Serial Numbers` s msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:144 -msgid "Create serial numbers to incoming or outgoing products" +msgid "Create serial numbers for incoming or outgoing products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:146 @@ -6185,36 +6223,64 @@ msgid "When finished, click the receipt/delivery order's breadcrumbs, and the as msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:301 -msgid "Traceability & reporting" +msgid "Display serial numbers on delivery slips" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:303 +msgid "When selling products tracked using serial numbers, it is possible to include the serial numbers on the delivery slips sent to customers. This can be helpful to customers in cases where serial numbers are needed, such as filing an RMA or repair request, or registering the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:307 +msgid "To include serial numbers on delivery slips, open the :menuselection:`Inventory` app, and navigate to :menuselection:`Configuration --> Settings`. Scroll down to the :guilabel:`Traceability` section, tick the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` checkbox, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:312 +msgid "After enabling the :guilabel:`Display Lots & Serial Numbers on Delivery Slips` setting, serial numbers are listed on delivery slips for products tracked by serial numbers, once the delivery order is validated." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:316 +msgid "To view serial numbers on delivery orders and delivery slips, navigate to the :menuselection:`Inventory` app, click on :guilabel:`Delivery Orders`, and select an order containing a product tracked using serial numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:320 +msgid "To view the serial numbers of products included in the order, make sure the :guilabel:`Operations` tab is selected, then click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon to the right of the tab. Ensure that the :guilabel:`Serial Numbers` checkbox is ticked, which causes a :guilabel:`Serial Numbers` column to appear. The serial number(s) for each product included in the order are displayed in this column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:329 +msgid "At the top of the order's form, click the :icon:`fa-cog` :guilabel:`(Actions)` button, and select :menuselection:`Print --> Delivery Slip`. The delivery slip is then downloaded. Open the delivery slip using the device's browser or file manager. Serial numbers are listed next to their respective products in the :guilabel:`Lot/Serial Number` column." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:338 +msgid "Traceability & reporting" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:340 msgid "Manufacturers and companies can refer to the *Lots/Serial Numbers* dashboard and traceability reports to see the entire lifecycle of a product: when and where it originated, where it was stored, and who it was shipped to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:308 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:345 msgid "Lots/Serial Numbers dashboard" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:310 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:347 msgid "To see the full traceability of a product, or group by serial numbers, go to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:352 #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting.rst:5 #: ../../content/applications/inventory_and_mrp/manufacturing/reporting.rst:3 msgid "Reporting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:317 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:354 msgid "On the :guilabel:`Lots/Serial Numbers` dashboard, products with serial numbers assigned to them are listed by default. Click the :icon:`fa-caret-right` :guilabel:`(expand)` icon to show which serial numbers are assigned to the chosen product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:321 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:358 msgid "To group by serial numbers (or lots), first remove any default filters from the search bar in the upper-right corner. Then, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon and select :guilabel:`Add Custom Group`, which reveals a mini drop-down menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, and click :guilabel:`Apply`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:363 msgid "Doing so reveals all existing serial numbers and lots. Each row can be expanded to show all quantities of product assigned to that serial/lot number. For unique serial numbers that are not reused, there should be just one product per serial number." msgstr "" @@ -6222,27 +6288,27 @@ msgstr "" msgid "Serial numbers reporting page with drop-down lists." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:334 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:371 msgid "For additional information regarding an individual serial (or lot) number, click the line item for the serial number to reveal that specific :guilabel:`Serial Number` form. From this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart buttons to see all stock on-hand using that serial number, and any operations made using that serial number." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:377 msgid ":doc:`Reassign `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:379 msgid "In addition to using the :guilabel:`Lots/Serial Numbers` dashboard, there are several other reporting templates that display the :guilabel:`Lot/Serial Number` field or the ability to filter by serial number. Go to :menuselection:`Inventory app --> Reporting` to access:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:383 msgid ":guilabel:`Locations` report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:347 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:384 msgid ":guilabel:`Moves History` report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers.rst:385 msgid ":guilabel:`Moves Analysis` report" msgstr "" @@ -8255,30 +8321,26 @@ msgid "Batch picking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:7 -msgid "*Batch picking* enables a single picker to handle multiple orders at once, reducing the time needed to navigate to the same location in a warehouse." +msgid "*Batch picking* enables a single picker to handle multiple orders at once, reducing the number of times needed to navigate to a warehouse location. When picking in batches, orders are grouped and consolidated into a picking list. After the picking, the batch is taken to an output location, where the products are sorted into their respective delivery packages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:10 -msgid "When picking in batches, orders are grouped and consolidated into a picking list. After the picking, the batch is taken to an output location, where the products are sorted into their respective delivery packages." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:15 -msgid ":ref:`Use Barcode app for pickings `" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:12 +msgid "Since orders *must* be sorted at the output location after being picked, this picking method suits businesses with a few products that are ordered often. Storing high-demand items in easily accessible locations can increase the number of orders that are fulfilled efficiently." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:17 -msgid "Since orders *must* be sorted at the output location after being picked, this picking method suits businesses with a few products that are ordered often. Storing high-demand items in easily accessible locations can increase the number of orders that are fulfilled efficiently." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:16 +msgid "Batch picking is ideal for industries or warehouses that handle high order volumes with a stable demand. This method increases efficiency by allowing workers to pick items for multiple orders in one trip through the warehouse, reducing travel time and boosting productivity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:24 -msgid "To activate the batch picking option, begin by going to :menuselection:`Inventory app --> Configuration --> Settings`. Under the :guilabel:`Operations` section, check the :guilabel:`Batch Transfers` box." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:23 +msgid "To activate the batch picking option, begin by going to :menuselection:`Inventory app --> Configuration --> Settings`. Under the :guilabel:`Operations` section, check the :guilabel:`Batch, Wave & Cluster Transfers` box." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:-1 msgid "Enable the *Batch Transfers* in Inventory > Configuration > Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:30 msgid "Since batch picking is a method to optimize the *pick* operation in Odoo, the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` options under the :guilabel:`Warehouse` heading must also be checked on this settings page. When finished, click :guilabel:`Save`." msgstr "" @@ -8287,83 +8349,79 @@ msgstr "" msgid "Enable *Storage Locations* and *Multi-Step Routes* Inventory > Configuration > Settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:40 -msgid "Lastly, enable the warehouse picking feature, by navigating to the warehouse settings page, which is accessible from :menuselection:`Inventory app --> Configuration --> Warehouses`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:43 -msgid "From here, select the desired warehouse from the list. Then, from the radio options available for :guilabel:`Outgoing Shipments`, select either the :guilabel:`Send goods in output and then deliver (2 steps)` or :guilabel:`Pack goods, send goods in output and then deliver (3 steps)`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:48 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:107 msgid ":doc:`Delivery in two steps <../daily_operations/receipts_delivery_two_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:39 msgid ":doc:`../daily_operations/delivery_three_steps`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:-1 -msgid "Set up 2-step or 3-step outgoing shipments." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:42 +msgid "Create batch transfers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:56 -msgid "Create batch transfers" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:44 +msgid "To manually group transfers directly from the :menuselection:`Inventory app`, hover over the desired operation type from the :guilabel:`Inventory Overview` menu (e.g. the :guilabel:`Receipts` Kanban card), click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon, then select :guilabel:`Prepare Batch`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:58 -msgid "Manually create batch transfers directly from the :menuselection:`Inventory app --> Operations --> Batch Transfers` page. Click the :guilabel:`New` button to begin creating a batch transfer." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:-1 +msgid "The Inventory dashboard with the Prepare Batch option highlighted." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:52 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:231 msgid "On the batch transfer form, fill the following fields out accordingly:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:54 msgid ":guilabel:`Responsible`: employee assigned to the picking. Leave this field blank if *any* worker can fulfill this picking." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:56 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:235 msgid ":guilabel:`Operation Type`: from the drop-down menu, select the operation type under which the picking is categorized." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:67 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:58 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/dispatch.rst:237 msgid ":guilabel:`Scheduled Date`: specifies the date by which the :guilabel:`Responsible` person should complete the transfer to the output location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:62 +msgid "To learn more about the :guilabel:`Dock Location`, :guilabel:`Vehicle`, and :guilabel:`Vehicle Category` fields, see :doc:`dispatch management system <../../shipping_receiving/setup_configuration/dispatch>`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:66 msgid "Next, in the :guilabel:`Transfers` list, click :guilabel:`Add a line` to open the :guilabel:`Add: Transfers` window." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:73 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:69 msgid "If the :guilabel:`Operation Type` field was filled, the list will filter transfer records matching the selected :guilabel:`Operation Type`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:72 msgid "Click the :guilabel:`New` button to create a new transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:74 msgid "Once the transfer records are selected, click :guilabel:`Confirm` to confirm the batch picking." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:81 -msgid "A new batch transfer assigned to the :guilabel:`Responsible`, `Joel Willis`, for the `Pick` :guilabel:`Operation Type`. The :guilabel:`Scheduled Date` is set to `August 11`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:77 +msgid "A new batch transfer is assigned to the :guilabel:`Responsible`, `Joel Willis`, for the `Pick` :guilabel:`Operation Type`. The :guilabel:`Scheduled Date` is set to `August 11`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 msgid "View of *Batch Transfers* form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:83 msgid "Clicking the :guilabel:`Add a line` button opens the :guilabel:`Add:Transfers` window, displaying only pickings. This is because the :guilabel:`Operation Type` was set to `Pick` on the batch transfer form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:87 msgid "Click the checkbox to the left of the transfers, `WH/PICK/00001` and `WH/PICK/00002`, to include them in the new transfer. Then, click the :guilabel:`Select` button to close the :guilabel:`Add:Transfers` window." msgstr "" @@ -8371,11 +8429,11 @@ msgstr "" msgid "Select multiple transfers from the *Add:Transfers* window." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:97 msgid "Add batch from transfers list" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:99 msgid "Another method of creating batch transfers is available using the :guilabel:`Add to batch` option in a list. Navigate to the :menuselection:`Inventory app --> Operations` drop-down menu, and select any of the :guilabel:`Transfers` to open a filtered list of transfers." msgstr "" @@ -8384,8 +8442,8 @@ msgid "Show all transfer types in a drop-down menu: Receipts, Deliveries, Intern "Manufacturings, Batch Transfers, Dropships." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:114 -msgid "On the transfers list, select the checkbox to the left of the selected transfers to add in a batch. Next, navigate to the :guilabel:`Actions ⚙️ (gear)` button, and click :guilabel:`Add to batch` from the resulting drop-down menu." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:107 +msgid "On the transfers list, select the checkbox to the left of the selected transfers to add in a batch. Next, navigate to the :icon:`fa-cog` :guilabel:`Actions` button, and click :guilabel:`Add to batch` from the resulting drop-down menu." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:-1 @@ -8393,21 +8451,30 @@ msgstr "" msgid "Use *Add to batch* button, from the *Action* button's list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:122 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:148 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:126 msgid "Doing so opens an :guilabel:`Add to batch` pop-up window, wherein the employee :guilabel:`Responsible` for the picking can be assigned." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:125 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:117 msgid "Choose from the two radio options to add to :guilabel:`an existing batch transfer` or create :guilabel:`a new batch transfer`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:128 -msgid "To begin with a draft, select the :guilabel:`Draft` checkbox." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:120 +msgid "Add a :guilabel:`Description` for this batch." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:130 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:135 +msgid "The :guilabel:`Description` field can be used to add additional information to help workers identify the source of the batch, where to place the batch, what shipping containers to use, etc." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:126 +msgid "To create a batch to be processed at a later time, select the :guilabel:`Draft` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:141 msgid "Conclude the process by clicking :guilabel:`Confirm`." msgstr "" @@ -8416,116 +8483,124 @@ msgstr "" msgid "Show *Add to batch* window to create a batch transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:137 -msgid "Process batch transfer" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:134 +msgid "Automatic batches" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:139 -msgid "Handle batch transfers in the :menuselection:`Inventory app --> Operations --> Batch Transfers` page." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:136 +msgid "Batches can be automatically created and assigned based on several criteria. The *Automatic Batches* option is defined on the *operation type* level." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:142 -msgid "From here, select the intended transfer from the list. Then, on the batch transfer form, input the :guilabel:`Done` quantities for each product, under the :guilabel:`Detailed Operations` tab. Finally, select :guilabel:`Validate` to complete the picking." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:140 +msgid "In a multi-steps delivery process, the picking operation can be grouped by customer, while the shipping operation can be organized by carrier and destination country." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:147 -msgid "Be certain the batch transfer is complete when the :guilabel:`Validate` button is highlighted in purple. If the :guilabel:`Check Availability` button is highlighted instead, that means there are items in the batch that are currently *not* available in-stock." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:143 +msgid "To enable *Automatic Batches*, navigate to :menuselection:`Inventory app --> Configuration --> Operation Types`, and select the desired operation type (e.g. :guilabel:`Delivery`, :guilabel:`Pick`, etc). Then, select one or more :guilabel:`Batch Grouping` criteria by ticking the appropriate checkbox. Even if more than one grouping option is selected, only one batch is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:154 -msgid "In a batch transfer involving products from pickings, `WH/PICK/00001` and `WH/PICK/00002`, the :guilabel:`Detailed Operations` tab shows that the product, `Cabinet with Doors`, has been picked because the :guilabel:`Done` column matches the value in the :guilabel:`Reserved` column. However, `0.00` quantities have been picked for the other product, `Cable Management Box`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:148 +msgid "Batches can be automatically generated based on the following criteria:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 -msgid "Show batch transfer of products from two pickings in the *Detailed Operations* tab." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:150 +msgid ":guilabel:`Contact`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:163 -msgid "Only in-stock products are visible in the :guilabel:`Detailed Operations` tab." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:151 +msgid ":guilabel:`Carrier`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:165 -msgid "To view the complete product list, switch to the :guilabel:`Operations` tab. On this list, the :guilabel:`Demand` column indicates the required quantity for the order. The :guilabel:`Reserved` column shows the available stock to fulfill the order. Lastly, the :guilabel:`Done` column specifies the products that have been picked, and are ready for the next step." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:152 +msgid ":guilabel:`Destination Country`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:171 -msgid "The product, `Desk Pad`, from the same batch as the :ref:`example above `, is only visible in the :guilabel:`Operations` tab because there are no :guilabel:`Reserved` quantities in-stock to fulfill the batch picking." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:153 +msgid ":guilabel:`Source Location`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:175 -msgid "Click the :guilabel:`Check Availability` button to search the stock again for available products." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:154 +msgid ":guilabel:`Destination Location`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 -msgid "Show unavailable reserved quantities in the *Operations* tab." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:-1 +msgid "The Batch and Wave Transfers settings page with the Auto batch grouping criteria visible." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:182 -msgid "Create backorder" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:160 +msgid "Process batch transfer" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:184 -msgid "On the batch transfer form, if the :guilabel:`Done` quantity of the product is *less* than the :guilabel:`Reserved` quantity, a pop-up window appears." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:162 +msgid "Handle batch transfers in the :menuselection:`Inventory app --> Operations --> Batch Transfers` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:187 -msgid "This pop-up window provides the option: :guilabel:`Create Backorder?`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:165 +msgid "From here, select the intended transfer from the list. Then, on the batch transfer form, input the :guilabel:`Done` quantities for each product, under the :guilabel:`Detailed Operations` tab. Finally, select :guilabel:`Validate` to complete the picking." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:189 -msgid "Clicking the :guilabel:`Create Backorder` button automatically creates a new batch transfer, containing the remaining products." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:170 +msgid "Be certain the batch transfer is complete when the :guilabel:`Validate` button is highlighted in purple. If the :guilabel:`Check Availability` button is highlighted instead, that means there are items in the batch that are currently *not* available in-stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:192 -msgid "Click :guilabel:`No Backorder` to finish the picking *without* creating another batch picking." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:177 +msgid "In a batch transfer involving products from pickings, `WH/PICK/00001` and `WH/PICK/00002`, the :guilabel:`Detailed Operations` tab shows that the product, `Cabinet with Doors`, has been picked because the :guilabel:`Done` column matches the value in the :guilabel:`Reserved` column. However, `0.00` quantities have been picked for the other product, `Cable Management Box`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:194 -msgid "Click :guilabel:`Discard` to cancel the validation, and return to the batch transfer form." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 +msgid "Show batch transfer of products from two pickings in the *Detailed Operations* tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:-1 -msgid "Show the *Create Backorder* pop-up." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:185 +msgid "Only in-stock products are visible in the :guilabel:`Detailed Operations` tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:203 -msgid "Process batch transfer: Barcode app" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:187 +msgid "To view the complete product list, switch to the :guilabel:`Operations` tab. On this list, the :guilabel:`Demand` column indicates the required quantity for the order. The :guilabel:`Reserved` column shows the available stock to fulfill the order. Lastly, the :guilabel:`Done` column specifies the products that have been picked, and are ready for the next step." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:205 -msgid "Created batch transfers are also listed in the :menuselection:`Barcode` app, accessible by selecting the :guilabel:`Batch Transfers` button." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:193 +msgid "The product, `Desk Pad`, from the same batch as the :ref:`example above `, is only visible in the :guilabel:`Operations` tab because there are no :guilabel:`Reserved` quantities in stock to fulfill the batch transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:208 -msgid "By default, confirmed batch pickings appear on the :guilabel:`Batch Transfers` page. On that page, click on the desired batch transfer to open the detailed list of products for the picking." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:197 +msgid "Click the :guilabel:`Check Availability` button to search the stock again for available products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:-1 -msgid "Show list of to-do batch transfers in *Barcode* app." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 +msgid "Show unavailable reserved quantities in the *Operations* tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:215 -msgid "For the chosen batch transfer, follow the instructions at the top of the page in the black background. Begin by scanning the product's barcode to record a single product for picking. To record multiple quantities, click the :guilabel:`✏️ (pencil)` icon, and enter the required quantities for the picking." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:203 +msgid "Create backorder" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:221 -msgid "Products from the same order are labeled with the same color on the left. Completed pickings are highlighted in green." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:205 +msgid "On the batch transfer form, if the :guilabel:`Done` quantity of the product is *less* than the :guilabel:`Reserved` quantity, a pop-up window appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:225 -msgid "In a batch transfer for 2 `Cabinet with Doors`, 3 `Acoustic Bloc Screens`, and 4 `Four Person Desks`, the `3/3` and `4/4` :guilabel:`Units` indicate that the last two product pickings are complete." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:208 +msgid "This pop-up window provides the option: :guilabel:`Create Backorder?`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:229 -msgid "`1/2` units of the `Cabinet with Doors` has already been picked, and after scanning the product barcode for the second cabinet, Odoo prompts the user to `Scan a serial number` to record the unique serial number for :ref:`product tracking `." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:210 +msgid "Clicking the :guilabel:`Create Backorder` button automatically creates a new batch transfer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:0 -msgid "Display products to be picked in barcode view." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:213 +msgid "When creating a new backorder, the transfers that have **not** been validated in the batch will be removed from it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:237 -msgid "Once all the products have been picked, click on :guilabel:`Validate` to mark the batch transfer as :guilabel:`Done`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:216 +msgid "Click :guilabel:`No Backorder` to finish the picking *without* creating another batch picking." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:218 +msgid "Click :guilabel:`Discard` to cancel the validation, and return to the batch transfer form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/batch.rst:-1 +msgid "Show the *Create Backorder* pop-up." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:3 @@ -8533,46 +8608,46 @@ msgid "Cluster picking" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:10 -msgid "Cluster picking is an advanced order fulfillment approach derived from :ref:`batch picking `." +msgid "Cluster picking is an advanced picking method that combines the efficiency of :ref:`batch picking ` with immediate sorting during the picking process. It is best suited for warehouses with high order volumes where organization and speed are critical." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:13 -msgid "In this strategy, pickers load a cart with multiple packages, each designated for a specific *sales order* (SO). Then, the picker travels to each storage location, and places the products directly in the package of the associated order." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:14 +msgid "Unlike batch picking, which requires a separate sorting step after picking, cluster picking sorts items directly into designated bins or containers for each *sales order* (SO). This eliminates the need for post-picking consolidation, making it ideal for operations prioritizing speed and accuracy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:17 -msgid "This method is most efficient for medium-sized companies, with high order volumes, and relatively few unique products, since the method eliminates the need for sorting products into packages for customers after picking." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:18 +msgid "Cluster picking is particularly effective in environments where immediate organization is crucial, and orders contain a mix of items that need precise sorting during, rather than after, the picking process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:22 msgid "However, cluster picking does have some disadvantages. For instance, urgent orders cannot be prioritized, and optimized batches must be manually created beforehand. As a result, the picking process can lead to bottlenecks." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:29 msgid "|SO| 1 calls for one apple and orange" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:30 msgid "|SO| 2 calls for one apple and banana" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:31 msgid "|SO| 3 calls for one apple, orange, and banana" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:33 msgid "Apples are stored in Shelf A, oranges in Shelf B, and bananas in Shelf C." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:34 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:35 msgid "To pick products for three orders at once, the cart is loaded with three empty packages." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:37 msgid "Starting at Shelf A, the picker places apples into each package. Next, the picker navigates to Shelf B, and places oranges in the packages designated for |SO| 1 and |SO| 3. Finally, the picker pushes the cart to Shelf C, and loads packages for |SO| 2 and |SO| 3 with a banana, each." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:41 msgid "With the packages for all three |SOS| packed, the picker pushes the cart to the output location, where the packages are sealed and prepared for shipment." msgstr "" @@ -8581,154 +8656,131 @@ msgid "Show example of fulfilling sales orders 2 and 3 at once." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:50 -msgid "To enable cluster picking, begin by navigating to :menuselection:`Inventory app --> Configuration --> Settings`. Under the :guilabel:`Operations` heading, activate the :guilabel:`Packages` and :guilabel:`Batch Transfers` options." +msgid "To enable cluster picking, begin by navigating to :menuselection:`Inventory app --> Configuration --> Settings`. Under the :guilabel:`Operations` heading, activate the :guilabel:`Packages` and :guilabel:`Batch, Wave & Cluster Transfers` options." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:-1 msgid "Activate *Packages* and *Batch Transfers* features in the settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:57 msgid "Since batch picking is used to optimize the *pick* operation in Odoo, the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` options, under the :guilabel:`Warehouse` heading, must also be checked on this settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:48 msgid "*Storage locations* allow products to be stored in specific locations they can be picked from, while *multi-step routes* enable the picking operation itself." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:64 msgid "When finished, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:72 msgid "Packages setup" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:76 -msgid "After the :guilabel:`Packages` feature is enabled, navigate to :menuselection:`Inventory app --> Products --> Packages`, and click the :guilabel:`New` button to create a new package." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:74 +msgid "To configure the containers to be used during the picking process, navigate to :menuselection:`Inventory app --> Products --> Packages`. Click the :guilabel:`New` button to create a new package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:78 msgid "On the new package form, the :guilabel:`Package Reference` is pre-filled with the next available `PACK` number in the system. :guilabel:`Pack Date` is automatically set to the creation date of the form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:82 msgid "Set the :guilabel:`Package Use` field to :guilabel:`Reusable Box`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:86 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:85 msgid ":doc:`Packages <../../product_management/configure/package>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:89 -msgid "A package intended for cluster picking is named `CLUSTER-PACK-3` for easy identification. For this workflow, the products are directly packed using their intended shipping boxes, so :guilabel:`Package Use` is set to :guilabel:`Disposable Box`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:88 +msgid "A package intended for cluster picking is named `CLUSTER-PACK-3` for easy identification. For this workflow, the products are directly packed using their intended shipping boxes, so :guilabel:`Package Use` is set to :guilabel:`Reusable Box`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 msgid "Create new package form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:96 msgid "Create cluster batch" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:100 -msgid "To see how cluster picking works in Odoo, navigate to the :menuselection:`Sales` app, and create |SOS| that will be fulfilled together in the same batch. After confirming an |SO|, the :guilabel:`Delivery` smart button becomes visible. Displayed inside the icon is a number representing the amount of steps in the outgoing shipment process." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:106 -msgid "Begin by creating three |SOS| for the apples, oranges, and bananas, as shown in the :ref:`example above `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:109 -msgid "After confirming the |SO|, the :guilabel:`Delivery` smart button displays the number `2`, indicating there are two operations to complete: `Pick` and `Delivery`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 -msgid "Example sales order for an apple, orange, and banana." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:116 -msgid "With the |SOS| created, orders now must be grouped into batches. To do so, navigate to the *Inventory* dashboard and select the operation type card, :guilabel:`Delivery Orders` or :guilabel:`Pick` (whichever is the first operation in the delivery flow)." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:120 -msgid "Doing so displays a filtered list of outgoing operations with the :guilabel:`Ready` status, indicating that all the products in the |SO| are in stock." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:98 +msgid "To create a cluster, navigate to :menuselection:`Inventory app` and select the operation type card, :guilabel:`Delivery Orders` or :guilabel:`Pick` (whichever is the first operation in the delivery flow)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:103 msgid "Cluster pick batches can be created for outgoing shipments in one, two, or three steps." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:106 msgid ":doc:`Delivery in one step <../daily_operations/receipts_delivery_one_step>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:108 msgid ":doc:`Delivery in three steps <../daily_operations/delivery_three_steps>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:131 -msgid "Click the checkbox to the left of the corresponding outgoing operation to add them to the batch. With the desired pickings selected, click the :guilabel:`⚙️ Actions (gear)` button, and select the :guilabel:`Add to batch` option from the resulting drop-down menu." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:110 +msgid "Click the checkbox to the left of the corresponding outgoing operation to add them to the batch. With the desired pickings selected, click the :icon:`fa-cog` :guilabel:`Actions` button, and select the :guilabel:`Add to batch` option from the resulting drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:115 msgid "To create a cluster batch, as shown in the :ref:`example above `, in a warehouse configured with two-step outgoing shipments, the following pick operations are selected:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:119 msgid "`WH/PICK/00007`: linked to |SO| 88 for one apple and orange." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:120 msgid "`WH/PICK/00008`: linked to |SO| 89 for one apple and banana." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:142 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:121 msgid "`WH/PICK/00009`: linked to |SO| 90 for one apple, orange, and banana." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:129 msgid "Choose from the two options in the :guilabel:`Add to` field to either: add to :guilabel:`an existing batch transfer`, or create :guilabel:`a new batch transfer`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:132 +msgid "Then, add a :guilabel:`Description` for this batch." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:138 msgid "To create draft batch pickings to be confirmed at a later date, select the :guilabel:`Draft` checkbox." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:147 msgid "Process batches" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:149 msgid "To process batches, navigate to :menuselection:`Inventory app --> Operations --> Batch Transfers`. Click on a batch to select it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:152 msgid "In the :guilabel:`Detailed Operations` tab, products that are to be picked are grouped by location." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:171 -msgid "Under the :guilabel:`Source Package` or :guilabel:`Destination Package` field, enter the package used for the picking." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:175 -msgid "Use the :guilabel:`Source Package` field when the picking package is configured as *reusable* on the :ref:`package form `. This means the products are temporarily placed in a container during picking, before getting transferred to their final shipping box." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:179 -msgid "Alternatively, use the :guilabel:`Destination Package` field when the product is directly placed in its *disposable* shipping box during picking." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:154 +msgid "Set the :guilabel:`Destination Package` to the package dedicated to that particular order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:157 msgid "Process the cluster batch for the three orders of apples, oranges, and bananas :ref:`example ` by assigning each picking to a dedicated package." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:186 -msgid "At the storage location for apples, `WH/Stock/Shelf A`, assign the apples in all three pickings to one of the three disposable packages, `CLUSTER-PACK-1`, `CLUSTER-PACK-2`, or `CLUSTER-PACK-3`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:160 +msgid "At the storage location for apples, `WH/Stock/Shelf A`, assign the apples in all three pickings to one of the three reusable packages, `CLUSTER-PACK-1`, `CLUSTER-PACK-2`, or `CLUSTER-PACK-3`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:163 msgid "Record this in Odoo using the :guilabel:`Destination Package` field in the :guilabel:`Detailed Operations` tab." msgstr "" @@ -8736,132 +8788,172 @@ msgstr "" msgid "Example of processing cluster pickings in *Inventory*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:197 -msgid "In Barcode" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:3 +msgid "Wave transfers" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:199 -msgid "To process cluster pickings directly from the *Barcode* app, select the :guilabel:`Batch Transfers` button from the *Barcode* dashboard. Then, select the desired batch." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:7 +msgid "While a batch transfer is a group of several pickings, a **wave transfer** contains certain parts of different pickings. In Odoo, wave transfers are batch transfers with an extra step: transfers are split before being grouped in a batch." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:202 -msgid "On the batch transfer screen, the products in the picking are grouped by location, and each line is color-coded to associate products in the same picking together." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:11 +msgid "Wave picking is ideal for warehouses that need to optimize the handling of high order volumes while managing complex picking criteria. With wave transfers, orders are grouped into waves based on factors like product location, category, or scheduled shipping times. Each wave is assigned to a different employee for the most efficient execution." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:205 -msgid "Then, follow the prompt to :guilabel:`Scan the source location` barcode for the storage location of the first product. Then, scan the barcode for the product and package to process the transfer." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:16 +msgid "Wave picking is particularly useful for operations where multiple sales orders (SOs), or a single order, must be picked across different waves. This approach enables flexible scheduling, allowing warehouses to align picking activities with shipping deadlines, or resource availability." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:208 -msgid "Repeat this for all products, and click the :guilabel:`Validate` button." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:21 +msgid "|SO| 1 calls for one apple and one orange" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:211 -msgid "To find the package barcode, navigate to :menuselection:`Inventory app --> Products --> Packages`, select the desired package, click the :guilabel:`⚙️ (gear)` icon at the top of the package form, and select the :guilabel:`Print` option." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:22 +msgid "|SO| 2 calls for one apple and one banana" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:215 -msgid "Next, select one of the three print options to generate the package barcode from the :guilabel:`Package Reference` field." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:23 +msgid "|SO| 3 calls for one apple, one orange, and two bananas" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 -msgid "Display where the package barcode can be generated." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:25 +msgid "Apples are stored in Shelf A, oranges in Shelf B, and bananas in Shelf C. A warehouse employee is assigned to the wave, and is provided with the following instructions:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:223 -msgid "Begin processing the cluster picking by going to the first storage location, `Shelf A`, and scanning the :ref:`location barcode `. Doing so highlights all the pickings that need products from this particular location." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:28 +msgid "Shelf A: Pick three apples. Place them into a central cart designated for the wave." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:227 -msgid "Scan the barcode for the apple, which highlights the picking (labeled in red) for the product `Apple`, for the picking, `WH/PICK/00007`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:29 +msgid "Shelf B: Pick two oranges. Add them to the same cart." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:230 -msgid "Then, scan the `CLUSTER-PACK-1` package barcode, and place the product in the designated package." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:30 +msgid "Shelf C: Pick three bananas. Add them to the cart." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:0 -msgid "Example of cluster batch from the *Barcode* app." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:32 +msgid "The employee then takes the cart to the sorting/packing station. Items are then sorted and packed into individual orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/cluster.rst:237 -msgid "After creating a batch transfer and assigning a package to a picking, Odoo suggests the specified package by displaying the name *in italics* under the product name, ensuring pickers place products into the correct boxes." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:38 +msgid "To enable wave picking, begin by navigating to :menuselection:`Inventory --> Configuration --> Settings`. In the :guilabel:`Operations` section, tick the :guilabel:`Batch, Wave & Cluster Transfers` checkbox to enable the setting." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:3 -msgid "Process wave transfers" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:-1 +msgid "View of Odoo Inventory app settings to enable the wave transfers option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:5 -msgid "While a batch transfer is a group of several pickings, a **wave transfer** only contains some parts of different pickings. Both methods are used to pick orders in a warehouse, and depending on the situation, one method may be a better fit than the other." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:45 +msgid "Next, the :guilabel:`Storage Locations` and :guilabel:`Multi-Step Routes` options, under the :guilabel:`Warehouse` heading, must also be checked on this settings page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:9 -msgid "To handle orders of a specific product category, or fetch products that are at the same location, wave transfers are the ideal method." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:51 +msgid "Then, click :guilabel:`Save` to save the changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:12 -msgid "In Odoo, wave transfers are actually batch transfers with an extra step: transfers are split before being grouped in a batch." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:54 +msgid "Create a wave" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:18 -msgid "Before a wave transfer can be created, the :guilabel:`Batch Transfers` and :guilabel:`Wave Transfers` options must be activated." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:56 +msgid "Wave transfers can only contain product lines from transfers of the same operation type. To view all the transfers and product lines in a specific operation, navigate to the :menuselection:`Inventory app`. Find the desired Kanban card, then click the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon to open the options menu. Under :guilabel:`New`, click :guilabel:`Prepare Wave`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:21 -msgid "First, go to :menuselection:`Inventory --> Configuration --> Settings`. In the :guilabel:`Operations` section, enable :guilabel:`Batch Transfers` and :guilabel:`Wave Transfers`. Then, click :guilabel:`Save` to apply the settings." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:-1 +msgid "How to get an operation type's list of operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:66 +msgid "Create a new wave" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:68 +msgid "On the :guilabel:`Prepare Wave` pop-up, stock moves lines are grouped by source location. Select the checkboxes for the product lines that should be added. Then, click :guilabel:`Add to Wave`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:-1 -msgid "View of Odoo Inventory app settings to enable the wave transfers option." +msgid "Select lines to add to the wave." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:30 -msgid "Add products to a wave" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:75 +msgid "Use the :guilabel:`Filters` in the search bar to group lines with the same product, location, carrier, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:32 -msgid "Now that the settings are activated, start a wave transfer by adding products to a wave." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:79 +msgid "Add products to an existing wave" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:34 -msgid "Wave transfers can only contain product lines from transfers of the same operation type. To view all the transfers and product lines in a specific operation, first go to the :guilabel:`Inventory` dashboard and locate the desired operation type's card. Then, open the options menu (the three dots icon in the corner of the operation type's card) and click :guilabel:`Operations`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:81 +msgid "To add products to an existing wave, navigate to :menuselection:`Inventory --> Operations --> Wave Transfers`. Click on the appropriate wave from the list to open it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:-1 -msgid "How to get an operation type's list of operations." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:84 +msgid "Under the :guilabel:`Detailed Operations` tab, click :guilabel:`Add a line`. Then, in the :guilabel:`Product` field, search for the desired product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:43 -msgid "On the operations page, select the product lines you want to add in a new or existing wave. Then, click :guilabel:`Add to Wave`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:88 +msgid "Process a wave" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:-1 -msgid "Select lines to add to the wave." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:90 +msgid "To view all wave transfers and their statuses, go to :menuselection:`Inventory --> Operations --> Wave Transfers`. Click on the appropriate wave from the list to open it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:51 -msgid "Use the :guilabel:`Filters` in the search bar to group lines with the same product, location, carrier, etc..." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:93 +msgid "To assign the wave to a specific employee, click the :guilabel:`Responsible` field and select the appropriate name from the drop-down list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:54 -msgid "After that, a pop-up box appears." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:96 +msgid "To designate a :ref:`Dock location `, select an option from the drop-down menu in the :guilabel:`Docks Location` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:56 -msgid "To add the selected lines to an existing wave transfer, select the :guilabel:`an existing wave transfer` option and select the existing wave transfer from the drop-down menu." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:100 +msgid "The :doc:`dispatch management system <../../shipping_receiving/setup_configuration/dispatch>` feature in Odoo is used to plan and build shipments. Assigning batches to loading docks ensures the right products are pack into the appropriate trucks for delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:59 -msgid "To create a new wave transfer, select the :guilabel:`a new wave transfer` option. If creating a new wave transfer, an employee can also be set in the optional :guilabel:`Responsible` field. Once the desired options are selected, click :guilabel:`Confirm` to add the product lines to a wave." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:104 +msgid "Select a :guilabel:`Vehicle` from the drop-down. Making a selection in this field automatically updates the :guilabel:`Vehicle Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:64 -msgid "View wave transfers" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:107 +msgid "Enter a :guilabel:`Description` for this wave, if desired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:66 -msgid "To view all wave transfers and their statuses, go to :menuselection:`Inventory --> Operations --> Wave Transfers`. Wave transfers can also be viewed in the :guilabel:`Barcode` app by going to :menuselection:`Barcode --> Batch Transfers`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:110 +msgid "The :guilabel:`Description` field is automatically generated for :ref:`automatic waves `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:116 +msgid "Automatic waves" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:118 +msgid "Waves can be automatically created and assigned based on different criteria. The *Automatic Batches* option is defined on the *operation type* level, which enables the creation of waves with distinct grouping criteria for each operation type." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:122 +msgid "To enable *Automatic Batches*, navigate to :menuselection:`Inventory app --> Configuration --> Operation Types`, and select the desired operation type (e.g. :guilabel:`Delivery`, :guilabel:`Pick`, etc). Under the :guilabel:`Batch & Wave Transfers` heading, tick the :guilabel:`Automatic Batches` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:127 +msgid "Then, select one or more :guilabel:`Wave Grouping` criteria by ticking the appropriate checkbox. Even if more than one grouping option is selected, only one wave is created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:130 +msgid "Automatic waves can be created based on the following criteria:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:132 +msgid ":guilabel:`Product`: Split transfers by product, then group transfers that have the same product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:133 +msgid ":guilabel:`Product Category`: Split transfers by product category, then group transfers that have the same product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/picking_methods/wave.rst:-1 +msgid "The Automatic batches feature with the wave grouping option for product category selected." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/removal_strategies.rst:6 @@ -10206,43 +10298,67 @@ msgstr "" msgid ":guilabel:`Free if order amount is above`: checking this box enables free shipping if the customer spends above the specified amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:77 -msgid "For examples on how to configure specific shipping methods, refer to the sections below." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:79 +msgid "Use the :guilabel:`Availability` tab to define conditions for the delivery method based on the order’s content or destination:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:82 +msgid ":guilabel:`Countries`: Specify one or more countries where the method is available." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:83 +msgid ":guilabel:`Max Weight`: Set a maximum weight; the method is only available for orders below this limit." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:85 +msgid ":guilabel:`Max Volume`: Set a maximum volume; the method is only available for orders below this limit." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:87 +msgid ":guilabel:`Must Have Tags`: The method is available only if at least one product in the order has one of these tags." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:89 +msgid ":guilabel:`Excluded Tags`: The method is unavailable if at least one product in the order has one of these tags." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:92 +msgid "For examples on how to configure specific shipping methods, refer to the sections below." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:97 msgid "Fixed price" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:99 msgid "To configure a shipping price that is the same for all orders, go to :menuselection:`Inventory app --> Configuration --> Shipping Methods`. Then, click :guilabel:`New`, and on the shipping method form, set the :guilabel:`Provider` to the :guilabel:`Fixed Price` option. Selecting this option makes the :guilabel:`Fixed Price` field become available, which is where the fixed rate shipping amount is defined." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:90 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:105 msgid "To enable free shipping if the amount of the order exceeds a specified amount, check the box :guilabel:`Free if order amount is above` and fill in the amount." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:109 msgid "To set up `$20` flat-rate shipping that becomes free if the customer spends over `$100`, fill in the following fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:112 msgid ":guilabel:`Shipping Method`: `Flat-rate shipping`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:113 msgid ":guilabel:`Provider`: :guilabel:`Fixed Price`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:114 msgid ":guilabel:`Fixed Price`: `$20.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:115 msgid ":guilabel:`Free if order amount is above`: `$100.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:116 msgid ":guilabel:`Delivery Product`: `[SHIP] Flat`" msgstr "" @@ -10250,27 +10366,27 @@ msgstr "" msgid "Example of filling out a shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:125 msgid "Based on rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:127 msgid "To calculate the price of shipping based on pricing rules, set the :guilabel:`Provider` field to the :guilabel:`Based on Rules` option. Optionally, adjust :guilabel:`Margin on Rate` and :guilabel:`Additional margin` to include additional shipping costs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:132 msgid "Create pricing rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:134 msgid "Navigate to the :guilabel:`Pricing` tab and click :guilabel:`Add a line`. Doing so opens the :guilabel:`Create Pricing Rules` window, where the :guilabel:`Condition` related to the product weight, volume, price, or quantity is compared to a defined amount to calculate the :guilabel:`Delivery Cost`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:139 msgid "Once finished, click either :guilabel:`Save & New` to add another rule, or :guilabel:`Save & Close`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:142 msgid "To charge customers $20 in shipping for orders with five or fewer products, set the :guilabel:`Condition` to `Quantity <= 5.00`, and the :guilabel:`Delivery Cost` to `$20`." msgstr "" @@ -10278,37 +10394,37 @@ msgstr "" msgid "Display window to add a pricing rule. Set a condition and delivery cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:149 msgid "To restrict shipping to specific destinations on the eCommerce website, in the shipping method form, navigate to the :guilabel:`Destination Availability` tab and define the :guilabel:`Countries`, :guilabel:`States`, and :guilabel:`Zip Prefixes`. Leave these fields empty if all locations apply." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:154 msgid "Calculate delivery cost" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:156 msgid "Shipping cost is the :guilabel:`Delivery cost` specified in the rule that satisfies the :guilabel:`Condition`, plus any extra charges from the :guilabel:`Margin on rate` and :guilabel:`Additional margin`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:145 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:160 msgid "Total = Rule's~Delivery~Cost + (Margin~on~rate \\times Rule's~Delivery~Cost) + Additional~margin\n" "\n" "" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:164 msgid "With the two following rules set up:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:151 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:166 msgid "If the order contains five or fewer products, shipping is $20" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:167 msgid "If the order contains more than five products, shipping is $50." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:169 msgid ":guilabel:`Margin on Rate` is `10%` and :guilabel:`Additional margin` is `$9.00`." msgstr "" @@ -10316,111 +10432,111 @@ msgstr "" msgid "Show example of \"Based on rules\" shipping method with margins configured." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:175 msgid "When the first rule is applied, the delivery cost is $31 (20 + (0.1 * 20) + 9). When the second rule is applied, the delivery cost is $64 (50 + (0.1 * 50) + 9)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:181 msgid "Pickup in store" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:183 msgid "To configure in-store pickup, select :guilabel:`Pickup in store` in the :guilabel:`Provider` field and specify the pickup location in :guilabel:`Warehouse`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:171 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:186 msgid "To invoice the customer for the shipping cost to the pickup location, choose the :guilabel:`Get Rate and Create Shipment` option in the :guilabel:`Integration Level` field. Then, pick either the :guilabel:`Estimated cost` or :guilabel:`Real cost` radio options in the :guilabel:`Invoicing Policy` field to decide whether the added shipping charge on the sales order is the precise cost from the shipping carrier." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:178 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:193 msgid ":doc:`Invoice cost of shipping `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:198 msgid "Route on shipping method" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:200 msgid "Optionally, set different warehouse delivery processes for a shipping method by configuring different :doc:`routes ` for it." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:204 msgid "Configuring multiple routes per shipping method is helpful for adjusting warehouse delivery processes based on:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:207 msgid "speed (e.g., use :doc:`one-step delivery ` for express shipping, or :doc:`two-step ` for standard shipping)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:195 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:210 msgid "international shipping (e.g. use :doc:`three-step delivery ` to prepare documents for customs)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:212 msgid "in-store pickup or home delivery: ship from the central warehouse, or pick from the store's stock, depending on customer selection." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:215 msgid "To set up routes, go to :menuselection:`Inventory app --> Configuration --> Routes`. Click :guilabel:`New`, or select the desired route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:218 msgid "On the route form, in the :guilabel:`Applicable On` section, tick the :guilabel:`Shipping Methods` checkbox." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:210 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:225 msgid "Routes form with the Shipping Methods checkbox selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:210 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:225 msgid "Routes form with the Shipping Methods checkbox ticked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:212 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:227 msgid "Then, go to :menuselection:`Inventory app --> Configuration --> Shipping Methods`, and select the desired shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:230 msgid "On the shipping method form, in the :guilabel:`Routes` field, select the available fulfillment routes from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:234 msgid "If the desired route is not selectable, check that the *Shipping Methods* option is enabled in the route's *Applicable On* section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:241 msgid "Show set routes on shipping method form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:226 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:241 msgid "By default, most shipping methods are created with two routes available for standard or express delivery." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:232 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:247 msgid "Add shipping" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:234 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:249 msgid "Shipping methods can be added to sales orders in the form of delivery products, which appear as individual line items. First, navigate to the desired sales order by going to :menuselection:`Sales app --> Orders --> Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:253 msgid "On the sales order, click the :guilabel:`Add shipping` button, which opens the :guilabel:`Add a shipping method` pop-up window. Then, choose a :guilabel:`Shipping Method` from the list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:241 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:256 msgid "The :guilabel:`Total Order Weight` is pre-filled based on product weights (that are defined in the :guilabel:`Inventory` tab for each product form). Edit the field to specify the exact weight, and then click :guilabel:`Add` to add the shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:261 msgid "The amount defined in :guilabel:`Total Order Weight` overwrites the total product weights defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:249 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:264 msgid "The shipping cost is added to the *sales order line* as the :guilabel:`Delivery Product` detailed on the shipping method form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:253 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:268 msgid "`Furniture Delivery`, a delivery product with a fixed rate of `$200`, is added to sales order `S00088`." msgstr "" @@ -10428,12 +10544,12 @@ msgstr "" msgid "Show delivery order on the sales order line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:261 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:276 #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:265 msgid "Delivery order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:263 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration.rst:278 msgid "The shipping method added to the sales order is linked to the shipping carrier details on the delivery order. To add or change the delivery method on the delivery itself, go to the :guilabel:`Additional Info` tab and modify the :guilabel:`Carrier` field." msgstr "" @@ -10454,11 +10570,11 @@ msgid "Create a Bpost account." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:9 -msgid "Get the :ref:`Account ID and passphrase `." +msgid "Get the :ref:`Account ID and passphrase `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:10 -msgid "Set up the shipping method in Odoo." +msgid ":ref:`Set up the shipping method in Odoo `." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:12 @@ -10485,7 +10601,7 @@ msgid ":doc:`ups_credentials`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:23 -msgid "Bpost account setup" +msgid "Account setup" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:25 @@ -10497,14 +10613,14 @@ msgid "Follow the website's steps to complete registration, and sign up for ship msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:33 -msgid "Odoo **cannot** be integrated with `non-business Bpost `_ accounts." +msgid "Odoo **cannot** be integrated with `non-business Bpost `_ accounts." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:35 msgid "After completing the setup, get the Bpost account ID and passphrase, by navigating to the :guilabel:`Shipping Manager` menu item." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:42 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:40 msgid "On the :guilabel:`Shipping Manager` page, go to the :guilabel:`Admin` tab, then the :guilabel:`General Settings` tab, to find the :guilabel:`Account ID` and :guilabel:`Passphrase` needed to configure Odoo's shipping method." msgstr "" @@ -10512,83 +10628,83 @@ msgstr "" msgid "In the *Admin* tab, show the Account ID and Passphrase." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:51 -msgid "Configure Bpost shipping method" +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:50 +msgid "Shipping method configuration" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:52 msgid "With those necessary credentials, configure the Bpost shipping method in Odoo by going to :menuselection:`Inventory app --> Configuration --> Shipping Methods`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:55 msgid "On the :guilabel:`Shipping Methods` page, click :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:57 msgid "In the :guilabel:`Provider` field, select :guilabel:`Bpost` from the drop-down menu. Doing so reveals the :guilabel:`Bpost Configuration` tab at the bottom of the form, where the Bpost credentials can be entered." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:61 msgid "For details on configuring the other fields on the shipping method, such as :guilabel:`Delivery Product`, refer to the :doc:`Configure third-party carrier ` documentation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:65 msgid "To generate Bpost :doc:`shipping labels ` through Odoo, ensure the :guilabel:`Integration Level` option is set to :guilabel:`Get Rate and Create Shipment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:68 msgid "In the :guilabel:`Bpost Configuration` tab, complete the following fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:71 -msgid ":guilabel:`Bpost Account Number` (required field): enter the company's unique :ref:`account ID ` from the Bpost website." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:70 +msgid ":guilabel:`Bpost Account Number` (required field): enter the company's unique :ref:`account ID ` from the Bpost website." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:73 -msgid ":guilabel:`Passphrase` (required field): enter the :ref:`passphrase ` from the Bpost website." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:72 +msgid ":guilabel:`Passphrase` (required field): enter the :ref:`passphrase ` from the Bpost website." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:75 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:74 msgid ":guilabel:`Bpost Delivery Nature`: select either :guilabel:`Domestic` or :guilabel:`International` shipping services. Choosing :guilabel:`Domestic` shows the :guilabel:`Options` section, while :guilabel:`International` enables the :guilabel:`Bpost Shipment Type` and :guilabel:`Bpost Parcel Return Instructions` fields." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:78 msgid ":guilabel:`Bpost Package Type`: select the type of shipping service from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:81 -msgid "For `domestic delivery `_, the options are: :guilabel:`bpack 24h Pro`, :guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:80 +msgid "For `domestic delivery `_, the options are: :guilabel:`bpack 24h Pro`, :guilabel:`bpack 24h business`, or :guilabel:`bpack Bus`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:86 -msgid "For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`, :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:83 +msgid "For `international delivery `_, the options are: :guilabel:`bpack World Express Pro`, :guilabel:`bpack World Business`, or :guilabel:`bpack Europe Business`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:85 msgid ":guilabel:`Bpost Shipment Type` (required field): for international deliveries, declare the type of goods in the package as :guilabel:`SAMPLE`, :guilabel:`GIFT`, :guilabel:`GOODS`, :guilabel:`DOCUMENTS`, or :guilabel:`OTHER`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:88 msgid ":guilabel:`Bpost Parcel Return Address`: return address when an international shipment fails to deliver. Select from the drop-down menu: :guilabel:`Destroy`, :guilabel:`Return to sender by air`, or :guilabel:`Return to sender by road`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:91 msgid ":guilabel:`Label Type`: choose :guilabel:`A6` or :guilabel:`A4` label sizes from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:97 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:93 msgid ":guilabel:`Label Format`: choose :guilabel:`PDF` or :guilabel:`PNG` from the drop-down menu." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:95 msgid "For domestic deliveries, these features are available in the :guilabel:`Options` section:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:97 msgid "Enable the :guilabel:`Delivery on Saturday` feature to include Saturdays as possible delivery dates. Depending on the :guilabel:`Bpost Package Type` selected, this option might incur additional costs to the company." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/bpost.rst:100 msgid "Enable the :guilabel:`Generate Return Label` feature to automatically print a return label upon validating the delivery order." msgstr "" @@ -11923,18 +12039,14 @@ msgid "A *delivery slip* contains recipient and package details, usually placed msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:43 -msgid ":ref:`Picking list `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:44 msgid ":doc:`Tracking label <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:45 msgid "After :ref:`enabling the Delivery Slip setting ` in the :guilabel:`Hardware` tab configuration options, clicking :guilabel:`Validate` on the desired operation type downloads a PDF of the delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:49 msgid "The delivery slip shows products, quantities, the delivery order reference number, and the total order weight." msgstr "" @@ -11942,19 +12054,19 @@ msgstr "" msgid "Example delivery slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:59 msgid "Return slip" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:61 msgid "Print a *return slip* to include in a delivery for customer return packages. It identifies the return, links to the sales order, and includes item details and customer information. It can also include specific return instructions for the customer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:65 msgid "After :ref:`enabling the Return Slip setting ` in the :guilabel:`Hardware` tab configuration options, clicking :guilabel:`Validate` on the desired operation type downloads a PDF of the return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:69 msgid "The return slip displays the company's return address, along with barcodes for both the order and the return operation." msgstr "" @@ -11962,24 +12074,24 @@ msgstr "" msgid "Example return slip." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:79 msgid "Product labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:82 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:81 msgid "Print *product labels* to affix to items in an order, providing essential information, such as product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:84 msgid "After navigating to the intended operation type (:menuselection:`Inventory app --> Configuration --> Operations Types`), in the :guilabel:`Hardware` tab, tick the :guilabel:`Product Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:88 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:141 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:140 msgid "Doing so makes the :guilabel:`Print label as:` drop-down menu visible, where each product label can be printed as:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:90 msgid ":guilabel:`2 x 7 with price`: PDF displays product name, barcode, and price, fitting two rows and seven columns of product labels per page." msgstr "" @@ -11987,7 +12099,7 @@ msgstr "" msgid "Example 2 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:100 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:99 msgid ":guilabel:`4 x 7 with price`: displays product name, barcode, and price, fitting four rows and seven columns of product labels per page." msgstr "" @@ -11995,7 +12107,7 @@ msgstr "" msgid "Example 4 x 7 with price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:108 msgid ":guilabel:`4 x 12`: displays product name and barcode. Fits four rows and twelve columns of product labels per page." msgstr "" @@ -12003,35 +12115,35 @@ msgstr "" msgid "Example 4 x 12." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:118 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:117 msgid ":guilabel:`4 x 12 with price`: displays product name, barcode, and price. Fits four rows and twelve columns of product labels per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:120 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:119 msgid ":guilabel:`ZPL Labels`: prints labels in the Zebra Programming Language (ZPL) containing the product name and barcode. Readable for Zebra printers to automatically print labels." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:122 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:121 msgid ":guilabel:`ZPL Labels with price`: prints labels in the :abbr:`ZPL (Zebra Programming Language)` containing the product name, barcode, and price." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:125 msgid "Product labels can be manually printed from any delivery order, by clicking the :guilabel:`Print Labels` button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:131 msgid "Lot/SN Labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:133 msgid "Print *lot/SN labels* to affix to items in an order, providing essential information, such as product name, lot or serial number, and the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:137 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:136 msgid "To automatically print this PDF, navigate to the intended operation type's options page (:menuselection:`Inventory app --> Configuration --> Operations Types`). Then, in the :guilabel:`Hardware` tab, tick the :guilabel:`Lot/SN Labels` option." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:143 msgid ":guilabel:`4 x 12 - One per lot/SN`: PDF with labels for unique lot/serial numbers in the order, including product name, lot/serial number, and barcode. Fits four rows and twelve columns per page." msgstr "" @@ -12039,53 +12151,53 @@ msgstr "" msgid "Order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:154 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:153 msgid "Labels for an order with only one unique set of lot/serial numbers." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:155 msgid ":guilabel:`4 x 12 - One per unit`: PDF with labels matching the quantity of items, displaying the product name, lot/serial number, and barcode. Fits four rows and twelve columns per page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:157 msgid ":guilabel:`ZPL Labels - One per lot/SN`: prints labels in :abbr:`ZPL (Zebra Programming Language)`, containing the product name, lot/serial number, and barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:160 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:159 msgid ":guilabel:`ZPL Labels - One per unit`: prints labels with the quantity of items in :abbr:`ZPL (Zebra Programming Language)`, containing the product name, lot/serial number, and barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:165 msgid "Carrier labels" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:167 msgid "To automatically print a *carrier label* with the recipient address, tracking number, and carrier details for specific third-party shipping carriers, complete the following setup:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:171 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:170 msgid "Tick the :guilabel:`Carrier Labels` checkbox in the :ref:`operation type settings `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:173 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:258 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:257 msgid ":doc:`Connect a printer <../../../../general/iot/devices/printer>` to Odoo's *IoT* app." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:173 msgid ":ref:`Assign the carrier label to the printer `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:174 msgid "Configure the shipping method's :ref:`label type `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:262 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:179 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:261 msgid "Assign printer" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:181 msgid "Refer to the :doc:`Connect a printer <../../../../general/iot/devices/printer>` documentation for details on connecting a printer to Odoo's *IoT* app. Upon completion, assign the carrier label to the printer, by navigating to :menuselection:`IoT app --> Devices`, and selecting the desired printer." msgstr "" @@ -12093,11 +12205,11 @@ msgstr "" msgid "Show a list of IoT devices." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:190 msgid "In the printer configuration form, go to the :guilabel:`Printer Reports` tab to configure the types of documents the printer automatically prints. Click :guilabel:`Add a line` to open the :guilabel:`Add: Reports` pop-up window. In the :guilabel:`Search...` bar, type `Shipping`, and select :guilabel:`Shipping Labels`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:196 msgid "The :guilabel:`Shipping Documents` report is for :ref:`export documents `." msgstr "" @@ -12105,35 +12217,35 @@ msgstr "" msgid "Show carrier label report added to the *Printer Reports*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:203 msgid "After adding the :guilabel:`Shipping Labels` report in the :guilabel:`Printer Reports` tab, ensure the :guilabel:`Report Type` matches the IoT-connected printer's type." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:207 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:206 msgid "For laser printers, set the :guilabel:`Report Type` to :guilabel:`PDF`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:207 msgid "For Zebra printers, set the :guilabel:`Report Type` to :guilabel:`Text`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:212 msgid "Shipping carrier label type" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:214 msgid "Next, complete the setup for the :doc:`third-party shipping connector <../setup_configuration/third_party_shipper>`. After that, go to :menuselection:`Inventory app --> Configuration --> Shipping Methods`, and select the desired shipping method." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:218 msgid "On the shipping method configuration form, in the :guilabel:`[carrier name] Configuration` tab, ensure the :guilabel:`Label Format` matches the :ref:`report type assigned earlier `:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:222 msgid "For laser printers, set the :guilabel:`Label Format` to :guilabel:`PDF`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:224 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:223 msgid "For Zebra printers, set the :guilabel:`Label Format` to :guilabel:`ZPL2`." msgstr "" @@ -12141,11 +12253,11 @@ msgstr "" msgid "Show the *Label Type* field on FedEx's shipping method configuration page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:231 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:230 msgid "Example carrier label" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:233 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:232 msgid "After validating the operation, the carrier label is generated in the chatter, and printed using the IoT-connected printer." msgstr "" @@ -12153,60 +12265,60 @@ msgstr "" msgid "Show an example carrier label for FedEx." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:241 msgid "Carrier label for FedEx, containing the recipient address, tracking number, barcode, and other shipping information." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:245 msgid ":doc:`Print carrier labels <../setup_configuration/labels>`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:250 msgid "Export document" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:253 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:252 msgid "An *export document*, required by customs to ship packages from one country to another, can be automatically printed in Odoo by following these steps:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:255 msgid "Tick the :guilabel:`Export Documents` checkbox in the :ref:`operation type settings `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:259 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:258 msgid "Assign the export document to the printer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:263 msgid "Similar to the :ref:`printer assignment instructions for carrier labels `, after connecting a compatible printer to the Odoo *IoT* app, go to :menuselection:`IoT app --> Devices`, and select the desired printer." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:268 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:267 msgid "In the printer configuration form, go to the :guilabel:`Printer Reports` tab, and click :guilabel:`Add a line`. In the :guilabel:`Add: Reports` pop-up window that appears, add the :guilabel:`Shipping Documents` report to assign the export document to the printer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:0 -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:278 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:277 msgid "Export document for a shipment from the USA to Belgium." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:283 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:282 msgid "Package content" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:285 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:284 msgid "A *package content* PDF includes the package's barcode, packed date, along with a list of contained products and quantities." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:287 msgid "To print this form automatically, go to :menuselection:`Inventory app --> Configuration --> Operation Types`, and select the desired operation type. Then, go to the :guilabel:`Hardware` tab, and tick the :guilabel:`Package Contents` checkbox." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:293 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:292 msgid "If the option is not available, enable the :doc:`Packages <../../product_management/configure/package>` feature, by going to :menuselection:`Inventory app --> Configuration --> Settings`, ticking the :guilabel:`Packages` checkbox, and clicking :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:298 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:297 msgid "After enabling the feature in the :guilabel:`Hardware` tab, validating the operation prints a PDF of the package contents." msgstr "" @@ -12214,27 +12326,27 @@ msgstr "" msgid "Package contents form showing the package contents, barcode, and pack date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:307 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:306 msgid "Package contents showing the package contents, barcode, and pack date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:311 msgid "Package label" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:314 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:313 msgid "A *package label* that shows the package's barcode and pack date can be configured to print upon clicking the *Put in Pack* button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:317 msgid "The :guilabel:`Put in Pack` button is available **only** when the :doc:`Packages <../../product_management/configure/package>` feature is enabled in :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:322 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:321 msgid "After it is enabled, the :guilabel:`Put in Pack` button is available on all inventory operations (e.g. receipt, pickings, internal transfers, delivery orders, etc.)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:325 +#: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/print_on_validation.rst:324 msgid "To automatically print the package label when the :guilabel:`Put in Pack` button is clicked, go to :menuselection:`Inventory app --> Configuration --> Operation Types`. Select the desired operation type, and tick the :guilabel:`Package Label` checkbox in the :guilabel:`Hardware` tab. Labels can be printed in :guilabel:`PDF` or :guilabel:`ZPL` file formats, as defined in the :guilabel:`Print label as` field." msgstr "" @@ -13037,7 +13149,7 @@ msgid "Some European countries (see details below)" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:41 -msgid "Bpost" +msgid ":doc:`Bpost `" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper.rst:42 @@ -15759,14 +15871,14 @@ msgid "In order to use reordering rules for a product, it must first be correctl msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:29 -msgid "On the product form, under the :guilabel:`General Information` tab, make sure the :guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is necessary because Odoo only tracks stock quantities for storable products, and this number is used to trigger reordering rules." +msgid "On the product form, under the :guilabel:`General Information` tab, make sure the :guilabel:`Track Inventory` checkbox is ticked. This is necessary for Odoo to track the product's stock levels and trigger reordering rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:-1 msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:36 msgid "Next, click on the :guilabel:`Inventory` tab and select one or more routes from the :guilabel:`Routes` section. Doing so tells Odoo which route to use to replenish the product." msgstr "" @@ -15774,7 +15886,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:42 msgid "If the product is reordered using the :guilabel:`Buy` route, confirm that the :guilabel:`Can be Purchased` checkbox is enabled under the product name. This makes the :guilabel:`Purchase` tab appear. Click on the :guilabel:`Purchase` tab, and specify at least one vendor, and the price that they sell the product for, so that Odoo knows which company the product should be purchased from." msgstr "" @@ -15782,11 +15894,11 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:50 msgid "If the product is replenished using the :guilabel:`Manufacture` route, it needs to have at least one Bill of Materials (BoM) associated with it. This is necessary because Odoo only creates manufacturing orders for products with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:57 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:54 msgid "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product, select the :guilabel:`Bill of Materials` smart button at the top of the product form, then click :guilabel:`New` to configure a new :abbr:`BoM (Bill of Materials)`." msgstr "" @@ -15794,35 +15906,35 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:62 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:68 -msgid "To create a new reordering rule, navigate to :menuselection:`Inventory app --> Configuration --> Reordering Rules`, then click :guilabel:`New`, and fill out the new line as follows:" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:64 +msgid "To create a new reordering rule, navigate to :menuselection:`Inventory app --> Operations --> Replenishment`, then click :guilabel:`New`, and fill out the following fields for the new reordering rule line item:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:68 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:69 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:73 -msgid ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted without the rule being triggered. When forecasted stock falls below this number, a replenishment order for the product is created." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:70 +msgid ":guilabel:`Min`: The minimum quantity that can be forecasted without the rule being triggered. When forecasted stock falls below this number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:76 -msgid ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up to." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:73 +msgid ":guilabel:`Max`: The maximum quantity at which the stock is replenished." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:77 -msgid ":guilabel:`Multiple Quantity`: Specify if the product should be replenished in batches of a certain quantity (e.g., a product could be replenished in batches of 20)." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:74 +msgid ":guilabel:`To Order`: The number of units, according to the *UoM*, that should be replenished for this reordering rule (e.g., a product could be replenished in batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:76 msgid ":guilabel:`UoM`: The unit of measure used for reordering the product. This value can simply be `Units` or a specific unit of measurement for weight, length, etc." msgstr "" @@ -15830,71 +15942,79 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:83 +msgid "Two other fields are automatically populated: :guilabel:`On Hand` (the number of units currently available in inventory) and :guilabel:`Forecast` (the number of units expected to be available in inventory after all orders are taken into account). These numbers will only change when an :doc:`inventory adjustment <../inventory_management/count_products>` is made." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:88 +msgid "Also, additional fields can be accessed by clicking the :icon:`oi-settings-adjust` :guilabel:`(additional options slider icon)`. For example, :guilabel:`Multiple Quantity` specifies if the product should be replenished in batches of a certain quantity (e.g., a product could be replenished in batches of 20)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:94 msgid "Reordering rules can also be created from each product form. To do so, navigate to :menuselection:`Inventory app --> Products --> Products`, and select a product. Then, click the :guilabel:`Reordering Rules` smart button, and click :guilabel:`New` to fill out the new line, as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:99 msgid "For advanced usage of reordering rules, learn about the following reordering rule fields:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:94 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:101 msgid ":ref:`Trigger `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:102 msgid ":ref:`Visibility days `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:103 msgid ":ref:`Route `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:108 msgid "0/0/1 reordering rule" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:110 msgid "The *0/0/1* reordering rule is a specialty rule used to replenish a product that is not kept on-hand, each time a sales order (SO) is confirmed for that product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:114 msgid "The 0/0/1 reordering rule is similar to the *Replenish on Order (MTO)* route, in that both workflows are used to replenish a product upon confirmation of an |SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:117 msgid "The main difference between the two methods is that the *Replenish on Order* route automatically reserves the product for the |SO| that caused it to be replenished. This means the product **cannot** be used for a different |SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:121 msgid "The 0/0/1 reordering rule does not have this limitation. A product replenished using the rule is not reserved for any specific |SO|, and can be used as needed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:124 msgid "Another key difference is that replenishment orders created by the *Replenish on Order* route are linked to the original |SO| by a smart button at the top of the order. When using the 0/0/1 reordering rule, a replenishment order is created, but is not linked to the original |SO|." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:128 msgid "See the :doc:`Replenish on Order (MTO) ` documentation for a full overview of the MTO route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:130 msgid "To create a 0/0/1 reordering rule, navigate to :menuselection:`Inventory app --> Products --> Products`, and select a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:133 msgid "At the top of the product's page, click the :icon:`fa-refresh` :guilabel:`Reordering Rules` smart button to open the :guilabel:`Reordering Rules` page for the product. On the resulting page, click :guilabel:`New` to begin configuring a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:130 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:137 msgid "In the :guilabel:`Location` field of the new reordering rule, select the location in which replenished products should be stored. By default, this location is set to :guilabel:`WH/Stock`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:140 msgid "In the :guilabel:`Route` field, select the route the rule should use to replenish the item. For example, if the product should be purchased from a vendor, select the :guilabel:`Buy` route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:143 msgid "In the :guilabel:`Min Quantity` field and :guilabel:`Max Quantity` field, leave the values set to `0.00`. In the :guilabel:`To Order` field, enter a value of `1.00`." msgstr "" @@ -15902,43 +16022,43 @@ msgstr "" msgid "A 0/0/1 reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:143 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:149 msgid "With the reordering rule configured using these values, each time an |SO| causes the forecasted quantity of the product to fall below the :guilabel:`Min Quantity` of `0.00`, the selected :guilabel:`Route` is used to replenish the product in one-unit increments, back up to the :guilabel:`Max Quantity` of `0.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:149 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:155 msgid "A picture frame is configured with a 0/0/1 reordering rule that uses the *Buy* route. Zero units of the picture frame are kept on-hand at any given time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:152 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:158 msgid "An |SO| is confirmed for one unit of the picture frame, which causes the forecasted quantity to drop to `-1.00`. This triggers the reordering rule, which automatically creates a |PO| for one unit of the picture frame." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:162 msgid "Once the product is received from the vendor, the forecasted quantity of the picture frame returns to `0.00`. There is now one picture frame on-hand, but it is not reserved for the |SO| which triggered its purchase. It can be used to fulfill that |SO|, or reserved for a different order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:170 msgid "Trigger" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:172 msgid "When stock falls below the reordering rule's minimum, set the reordering rule's *trigger* to *automatic* to automatically create purchase or manufacturing orders to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:169 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:175 msgid "Alternatively, setting the reordering rule's trigger to *manual* displays the product and forecasted stock on the *replenishment dashboard*, where the procurement manager can review the stock levels, lead times, and forecasted dates of arrival." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:180 msgid ":doc:`../replenishment`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:183 msgid "The replenishment dashboard is accessible by going to :menuselection:`Inventory app --> Operations --> Replenishment`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:186 msgid "To enable the :guilabel:`Trigger` field, go to :menuselection:`Inventory app --> Configuration --> Reordering Rules`. Then, click the :guilabel:`(slider)` icon, located to the far-right of the column titles, and enable the :guilabel:`Trigger` option from the additional options drop-down menu that appears." msgstr "" @@ -15946,39 +16066,39 @@ msgstr "" msgid "Enable the Trigger field by toggling it in the additional options menu" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:194 msgid "In the :guilabel:`Trigger` column, select :guilabel:`Auto` or :guilabel:`Manual`. Refer to the sections below to learn about the different types of reordering rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:198 msgid "Auto" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:195 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:200 msgid "Automatic reordering rules, configured by setting the reordering rule's :guilabel:`Trigger` field to :guilabel:`Auto`, generates purchase or manufacturing orders when:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:198 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:203 msgid "the scheduler runs, and the *On Hand* quantity is below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:199 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:204 msgid "a sales order is confirmed, and lowers the *Forecasted* quantity of the product below the minimum" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:208 msgid "The scheduler is set to run once a day, by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:205 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:210 msgid "To manually trigger a reordering rule before the scheduler runs, ensure :ref:`developer mode ` is enabled, and select :menuselection:`Inventory app --> Operations --> Run Scheduler`. Then, click the purple :guilabel:`Run Scheduler` button on the pop-up window that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:210 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:215 msgid "Be aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:218 msgid "The product, `Office Lamp`, has an automatic reordering rule set to trigger when the forecasted quantity falls below the :guilabel:`Min Quantity` of `5.00`. Since the current :guilabel:`Forecast` is `55.00`, the reordering rule is **not** triggered." msgstr "" @@ -15986,31 +16106,31 @@ msgstr "" msgid "Show automatic reordering rule from the Reordering Rule page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:225 msgid "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for Quotation)`, navigate to :menuselection:`Purchase app --> Orders --> Requests for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:225 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:229 msgid "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO (Manufacturing Order)` is generated. To view and manage :abbr:`MOs (Manufacturing Orders)`, navigate to :menuselection:`Manufacturing app --> Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:229 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:233 msgid "When no route is selected, Odoo selects the :guilabel:`Route` specified in the :guilabel:`Inventory` tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:237 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:241 msgid "Manual reordering rules, configured by setting the reordering rule's :guilabel:`Trigger` field to :guilabel:`Manual`, lists a product on the replenishment dashboard when the forecasted quantity falls below a specified minimum. Products on this dashboard are called *needs*, because they are needed to fulfill upcoming sales orders, but the forecasted quantity is not enough." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:246 msgid "The replenishment dashboard, accessible by navigating to :menuselection:`Inventory app --> Operations --> Replenishment`, considers sales order deadlines, forecasted stock levels, and vendor lead times. It displays needs **only** when it is time to reorder items." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:247 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:251 msgid "If the one-day window for ordering products is too short, skip to the :ref:`visibility days ` section to make the need appear on the replenishment dashboard a specified number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:255 msgid "When a product appears on the replenishment dashboard, clicking the :guilabel:`Order Once` button generates the purchase or manufacturing order with the specified amounts :guilabel:`To Order`." msgstr "" @@ -16018,31 +16138,31 @@ msgstr "" msgid "Click the Order Once button on the replenishment dashboard to replenish stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:261 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:264 msgid "Visibility days" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:264 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:267 msgid "Ensure :doc:`lead times ` are understood before proceeding with this section." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:269 msgid "When :ref:`manual reordering rules ` are assigned to a product, *visibility days* make the product appear on the replenishment dashboard (:menuselection:`Inventory app --> Operations --> Replenishment`) a certain number of days in advance." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:275 msgid "A product has a manual reordering rule set to trigger when the stock level falls below four units. The current on-hand quantity is ten units." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:275 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:278 msgid "The current date is February 20th, and the *delivery date* on a sales order (in the :guilabel:`Other Info` tab) is March 3rd — twelve days from the current date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:278 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:281 msgid "The :ref:`vendor lead time ` is four days, and the :ref:`purchase security lead time ` is one day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:282 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:285 msgid "When the :guilabel:`Visibility Days` field of the reordering rule is set to zero, the product appears on the replenishment dashboard five days before the delivery date, which, in this case, is February 27th." msgstr "" @@ -16050,27 +16170,27 @@ msgstr "" msgid "Graphic representing when the need appears on the replenishment dashboard: Feb 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:290 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:292 msgid "To see the product on the replenishment dashboard for the current date, February 20, set the :guilabel:`Visibility Days` to `7.00`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:293 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:295 msgid "To determine the amount of visibility days needed to see a product on the replenishment dashboard, subtract *today's date* from the *date the need appears* on the replenishment dashboard." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:296 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:298 msgid "Visibility~days = Need~appears~date - Today's~date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:301 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:303 msgid "Referring to the example above, today's date is February 20th, and the need for the product appears on February 27th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:306 msgid "(February 27 - February 20 = 7 days)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:306 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:308 msgid "Incorrectly setting the :guilabel:`Visibility Days` fewer than seven days in this case results in the need **not** appearing on the replenishment dashboard." msgstr "" @@ -16078,27 +16198,27 @@ msgstr "" msgid "Show the replenishment dashboard with the correct and incorrect visibility days set." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:316 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:317 msgid "Route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:319 msgid "Odoo allows for multiple routes to be selected under the :guilabel:`Inventory` tab on each product form. For instance, it is possible to select both :guilabel:`Buy` and :guilabel:`Manufacture`, thus enabling the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:322 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:323 msgid "Odoo also enables users to set a preferred route for a product's reordering rule. This is the route that the rule defaults to, if multiple are selected. To select a preferred route, begin by navigating to :menuselection:`Inventory app --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:327 msgid "By default, the :guilabel:`Route` column is hidden on the :guilabel:`Reordering Rules` page." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:328 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:329 msgid "Reveal the :guilabel:`Route` column by selecting the :guilabel:`(slider)` icon to the far-right of the column titles, and checking the :guilabel:`Route` option from the drop-down menu that appears." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:331 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/replenishment/reordering_rules.rst:332 msgid "Click inside of the column on the row of a reordering rule, and a drop-down menu shows all available routes for that rule. Select one to set it as the preferred route." msgstr "" @@ -16307,113 +16427,229 @@ msgid "Show shipments from warehouse to store." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:3 -msgid "Inventory aging report" +msgid "Stock valuation dashboard" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:7 -msgid "The inventory aging report evaluates all items in stock, providing insights into potentially sunken purchase costs and delays in profitability." +msgid "When a company has physical assets, such as inventory, they often want to know approximately how much has been spent on these goods, or how much they are worth at the moment. This process of assigning a monetary value to account for inventory is known as *stock valuation*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:10 -msgid "Create customized pivot tables to analyze product, operation types, month, or company breakdowns. This helps identify products in stock that are at risk of passing their expiration or viability dates, or instances of rot/decay for fast-expiring items." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:11 +msgid "This value is often reported for accounting purposes. For instance, an insurance company may want to know the value of goods stored in a warehouse, in the event of a flood or fire." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:15 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:13 -msgid "The *Reporting* menu in *Inventory* is only accessible to users with :doc:`admin access <../../../../general/users/access_rights>`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:14 +msgid ":doc:`Stock valuation <../../product_management/inventory_valuation/using_inventory_valuation>` typically utilizes one of two accounting systems:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:18 -msgid "To access the inventory aging report, go to :menuselection:`Inventory app --> Reporting --> Inventory Aging`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:17 +msgid "**Perpetual**: The inventory is constantly (perpetually) being updated, and the value is constantly changing." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:24 -msgid "Navigate the inventory aging report" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:19 +msgid "**Periodic**: The inventory value is checked on an occasional (periodic) basis, and the value is set at this occasional time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:26 -msgid "By default, the :guilabel:`Inventory Aging` report displays a pivot table, with the month in columns, and product category in rows. The default filters, :guilabel:`Incoming` and :guilabel:`Has Remaining Qty`, show only products from receipts, and are currently in stock." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:22 +msgid "Using :ref:`tracked inventory ` in Odoo necessitates a *perpetual* inventory accounting system because of the need to know when and where inventory exists, and how much of it is available or forecasted. There are a few common :ref:`stock valuation methods ` used in Odoo: *standard price*, *average cost* (AVCO), and *first in, first out* (FIFO) accounting. It is important to know that the valuation method chosen for a product impacts the calculation of several fields in the stock valuation reports." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:30 -msgid ":guilabel:`Remaining Qty` displays the number of on-hand items, and :guilabel:`Remaining Value` displays the total cost of purchasing these items." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:31 +msgid "Open the dashboard" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:33 -msgid "Clicking the :icon:`fa-plus-square` :guilabel:`(plus)` icon in each column or row reveals options to expand the pivot table and show a detailed breakdown of the :guilabel:`Remaining Qty` and :guilabel:`Remaining Value` by :guilabel:`Product`, :guilabel:`Product Category`, :guilabel:`Date`, or :guilabel:`Company`. Clicking the :icon:`fa-minus-square-o` :guilabel:`(minus)` icon collapses it back to its previous state." +msgid "Odoo's *Stock Valuation* dashboard displays the financial value of all tracked inventory, according to each product's stock valuation method. This report can provide insights into potential issues in the supply chain, such as sunken purchase costs or delays in profitability. To access the dashboard, go to :menuselection:`Inventory app --> Reporting --> Valuation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:43 -msgid "Inventory aging report." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:39 +msgid "The :menuselection:`Reporting`` menu in **Inventory** is only accessible to users with :doc:`admin access <../../../../general/users/access_rights>`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:43 -msgid "Inventory aging report, showing each **Product** in rows and each reception **Date** in columns, to better monitor products with fast expiration dates. Each row shows the the total on-hand quantity and inventory valuation of items purchased on each day." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:42 +msgid "This dashboard has three different views, or inventory reports — :ref:`list view ` (i.e. the default stock valuation report), :ref:`pivot view ` (i.e. the stock aging report), and :ref:`graph view `. Each view can be customized with different fields to break down inventory valuation by product, operation type, date, or company." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:48 -msgid "Records in the :guilabel:`Inventory Aging` report are *stock valuation layers* (SVLs), representing product moves that impact stock valuation." +msgid "All three views can be filtered by various fields. To apply filters, click into the search bar at the top of the report, or click the drop-down arrow next to it. For example, selecting the filter :guilabel:`Has Remaining Qty` will show only products that are currently in stock." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:51 -msgid "Inventory adjustments do **not** create |SVLs|; only items purchased from vendors do." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:55 +msgid "List view: stock valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:54 -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:70 -msgid "Generate reports" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:57 +msgid "By default, the :guilabel:`Stock Valuation` dashboard displays in *list view*, represented by the :icon:`oi-view-list` :guilabel:`(list)` icon. This report shows a detailed record of stock movements and their valuations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:56 -msgid "After learning how to :ref:`navigate the inventory aging report `, it can be used to create and share different reports." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:199 +msgid "Configure" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:59 -msgid "A few common reports that can be created using the :guilabel:`Inventory Aging` report are detailed below." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:64 +msgid "The following columns are displayed by default:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:63 -msgid "Rotating stock report" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:66 +msgid ":guilabel:`Date`: the date and time when the :ref:`stock move ` was created. The valuation report is sorted by this field by default, emphasizing the importance of time when valuing inventory. To sort the report by a different column, simply click on the column title." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:65 -msgid "To create a report to identify items that have been in stock for a while, follow these steps:" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:70 +msgid ":guilabel:`Reference`: the reference document associated with this stock move (e.g., a warehouse receipt, a delivery order, or a manual inventory adjustment)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:67 -msgid "Navigate to :menuselection:`Inventory app --> Reporting --> Inventory Aging`." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:72 +msgid ":guilabel:`Product`: the product that is being moved and valued." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:68 -msgid "On the :guilabel:`Inventory Aging` report, click the :icon:`fa-caret-down` :guilabel:`(caret down)` icon in the :guilabel:`Search...` bar to see a drop-down list of :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorite` options." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:71 -msgid "Choose :guilabel:`Product` under the :guilabel:`Group By` section. Doing so expands the pivot table to show a product in each row." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:73 +msgid ":guilabel:`Quantity`: the number of units by which this product's stock has increased or decreased in this particular stock move." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:73 -msgid "Click the :icon:`fa-plus-square` :guilabel:`(plus)` icon to the left of the date column. Hover over :guilabel:`Date` from the drop-down menu and choose :guilabel:`Year`, :guilabel:`Quarter`, :guilabel:`Month`, :guilabel:`Week`, or :guilabel:`Day`. Doing so expands the columns to show the :guilabel:`Remaining Qty` and :guilabel:`Remaining Value` by the selected time period." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:75 +msgid ":guilabel:`Total Value`: the value of the product's stock in this particular stock move, calculated by multiplying the :guilabel:`Quantity` and :guilabel:`Unit Value`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:79 -msgid "For products that have a longer shelf life, choose longer time periods such as :guilabel:`Month` or :guilabel:`Quarter` when expanding columns by :guilabel:`Date`." +msgid "If a :guilabel:`Reference` document includes several goods, there will be a separate line item generated on the report for each good." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:0 -msgid "Pivot table, highlighting the plus icon to expand columns." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:82 +msgid "There are additional fields that can be added to this view to provide more insight into the stock's valuation. To add fields, click the :icon:`oi-settings-adjust` :guilabel:`(adjust)` icon, and select the desired fields:" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:86 -msgid "The report now displays the on-hand stock of items, and their total purchasing cost, for each time period." +msgid ":guilabel:`Lot/Serial Number`: the uniquely identifying lot or serial number for this product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:87 +msgid ":guilabel:`Company`: for businesses that operate with multiple companies, this field displays the company by which this stock move took place." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:89 +msgid ":guilabel:`Remaining Quantity`: the number of units remaining for this valuation of the product, after demand has been accounted for (even from other stock moves). This field can be especially helpful for :abbr:`FIFO (First In, First Out)` and :abbr:`AVCO (Average Cost)` accounting, as it conveys which units of stock came into a warehouse first and the value of said stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:93 +msgid ":guilabel:`Unit Value`: the cost of one unit of the product for the company (**not** the price to consumers)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:95 +msgid ":guilabel:`Description`: a description of the reason for this stock valuation (typically, a stock move has occurred). By default, this field is set as the concatenation of the :guilabel:`Reference` and :guilabel:`Product` fields. However, the field may also display other important messages for this line item, such as a note stating that the line item is an adjustment due to a change in the product's inventory valuation method." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:100 +msgid ":guilabel:`Remaining Value`: the value of this product's current stock levels for this particular stock move, after demand has been accounted for. Along with :guilabel:`Remaining Quantity`, this field can be especially helpful for :abbr:`FIFO (First In, First Out)` and :abbr:`AVCO (Average Cost)` accounting, as they convey which stock came into a warehouse first and the value of said stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:107 +msgid "Some of these settings may not appear unless first enabled in Odoo's **:doc:`Settings <../../../general>`** application." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:-1 +msgid "Stock valuation report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:116 +msgid "Stock valuation layers (SVLs)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:118 +msgid "Each line item in the :guilabel:`Stock Valuation` report represents a record in Odoo's system known as a *stock valuation layer (SVL)*. :abbr:`SVLs (stock move layers)` are generated when products move in a way that impacts their stock valuation. Specifically, the stock moves that generate :abbr:`SVLs (stock move layers)` are warehouse receipts, deliveries, dropshipping orders, and dropshipping returns. These stock moves must first be validated (by clicking the :guilabel:`Validate` button) for the :abbr:`SVL (stock move layer)` to be created." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:125 +msgid "If a product's inventory valuation method changes on the product form, new line items are generated on the :guilabel:`Stock Valuation` report to reflect the resulting :abbr:`SVLs (stock move layers)`. For example, if the valuation method changes from *standard price* to either :abbr:`AVCO (Average Cost)` or :abbr:`FIFO (First In, First Out)` accounting, *revaluation entries* will be automatically posted to reflect the change in pricing for goods that remain in stock. One entry will be negative to \"remove\" the old pricing, and the second entry will be positive to record the new pricing. These entries are connected to journal entries in Odoo's **Accounting** app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:133 +msgid "Below is an example of what the :guilabel:`Stock Valuation` table shows when a few stock moves have occurred for a product using standard price accounting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:-1 +msgid "Stock valuation table in standard price accounting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:139 +msgid "Conversely, the following image depicts what the *Stock Valuation* Report table might look like after a product has switched from standard price to :abbr:`FIFO (First In, First Out)` accounting." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:-1 +msgid "Stock valuation table after switching from standard price to FIFO accounting." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:90 -msgid "Inventory aging report, with the :guilabel:`Group By`: :guilabel:`Product` option selected, and with the :guilabel:`Date` column set to :guilabel:`Day`. It gives insight into how much raw fish sashimi products were purchased on each day, and how much it cost. This informs the business owners how much stock is at risk of rotting in stock, per day." +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:146 +msgid "The :guilabel:`Remaining Value` and :guilabel:`Remaining Quantity` fields are derived from what occurs at the :abbr:`SVL (stock move layer)` level in Odoo and, as such, are better understood with an example." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:150 +msgid "Frankie's Consignment Shop buys sweaters at the cost, or :guilabel:`Unit Value`, of `5.00` dollars. For the first time, Frankie's purchases and receives a :guilabel:`Quantity` of `100.00` sweaters in one stock move, then re-sells and delivers `-10.00` sweaters in a second stock move." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:154 +msgid "In the first stock move line item, the :guilabel:`Remaining Quantity` will change from `100.00` to `90.00`, once the second stock move is recorded. This change reflects that, although 100 sweaters were originally purchased, only 90 of those sweaters remain in stock and should be counted in the valuation. Similarly, the :guilabel:`Remaining Value` will drop from `$500.00` to `$450.00`. The :guilabel:`Total Value` will remain at `$500.00`, regardless of subsequent transactions." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:161 +msgid "On the other hand, the :guilabel:`Remaining Quantity` of the second stock move line item will be recorded and remain at `0.00` because the quantity of `-10.00` was sold. In the system, because the :abbr:`SVL (stock move layer)` was a sale, there is no stock left that needs to be valued from that transaction." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:0 -msgid "Inventory aging report, showing product row items and day columns." +msgid "Remaining value and quantity are calculated based on :abbr:`SVLs (stock move layers)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:170 +msgid "Change the valuation date" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:172 +msgid "To see the valuation of stock moves at a specific date and time, click the :guilabel:`Valuation At Date` button, located in the top-left corner of the :guilabel:`Stock Valuation` page. The report will show the :guilabel:`Quantity` and :guilabel:`Total Value` of each stock move." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:177 +msgid "The :guilabel:`Remaining Quantity` and :guilabel:`Remaining Value` of the stock moves will *not* be point-in-time for any dates chosen in the past. The stock moves shown when selecting a past date will still display the *current on-hand quantity and value* of the products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:182 +msgid "A business has 100 sofas in stock on January 1st and sells 20 of those sofas on February 1st. The :guilabel:`Remaining Quantity` of the :abbr:`SVL (stock move layer)` will drop from `100.00` to `70.00` on February 1st. If no other stock moves take place, and on February 1st, the :guilabel:`Valuation at Date` is selected as January 1st, the :guilabel:`Remaining Quantity` will still show as `70.00`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:191 +msgid "Pivot view: stock aging" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:193 +msgid "From the :guilabel:`Stock Valuation` dashboard, access pivot view by clicking the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon. This view is essentially a *stock aging report*, and it shows the on-hand quantity and value of inventory by purchase date, which can help monitor products with expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:201 +msgid "By default, the pivot view shows the value of all *product categories* by *day and month*. Clicking the :icon:`fa-plus-square` :guilabel:`(plus)` icon in each column or row will reveal a drop-down list of options to create a more granular breakdown of the inventory valuation. The drop-down options include: :guilabel:`Product`, :guilabel:`Lot/Serial Number`, :guilabel:`Product Category`, :guilabel:`Date`, :guilabel:`Company`, or :guilabel:`Add Custom Group` Clicking the :icon:`fa-minus-square-o` :guilabel:`(minus)` icon collapses the field back to an empty state." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:208 +msgid "In the table, the :guilabel:`Remaining Qty` column displays the number of on-hand items, and :guilabel:`Remaining Value` displays the total cost of purchasing these items." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:-1 +msgid "Stock aging report, showing product row items and day columns." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:217 +#: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:301 +msgid "Graph view" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:219 +msgid "The stock value can be depicted graphically by clicking the :icon:`fa-area-chart` :guilabel:`(graph)` icon. By default, the graph is displayed in :icon:`fa-line-chart` line chart view and filtered to show the cumulative total of all inventory value over time in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:223 +msgid "At the top of the report, a :icon:`fa-bar-chart` bar chart or :icon:`fa-pie-chart` pie chart view can be selected instead." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/aging.rst:227 +msgid ":doc:`Odoo reporting essentials <../../../../essentials/reporting>`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:3 @@ -16424,6 +16660,10 @@ msgstr "" msgid "The *Locations* dashboard in the *Inventory* application provides an overview of on-hand storage locations for company products. Use this report to see where stock is stored, identify :ref:`misplaced items `, or view past inventory to see product locations on specific dates." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:13 +msgid "The *Reporting* menu in *Inventory* is only accessible to users with :doc:`admin access <../../../../general/users/access_rights>`." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:16 msgid "To access the locations report, the *Storage Locations* feature must be enabled. To do that, go to :menuselection:`Inventory app --> Configuration --> Settings`. In the :guilabel:`Warehouse` section, tick the checkbox for :guilabel:`Storage Locations`, and click :guilabel:`Save`. Then, access the locations dashboard by navigating to :menuselection:`Inventory app --> Reporting --> Locations`." msgstr "" @@ -16493,6 +16733,10 @@ msgstr "" msgid "To view products, quantities, and their locations for a specified date, click the :guilabel:`Inventory At Date` button (also located in the upper-left corner of the page). Select a date and time in the :guilabel:`Inventory at Date` field, then click :guilabel:`Confirm`." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:70 +msgid "Generate reports" +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/warehouses_storage/reporting/locations.rst:72 msgid "After learning how to :ref:`navigate the locations dashboard `, it can be used to create and share different reports." msgstr "" @@ -17453,10 +17697,6 @@ msgstr "" msgid ":guilabel:`Download xlsx`: the pivot data table is downloaded as an .xlsx file." msgstr "" -#: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:301 -msgid "Graph view" -msgstr "" - #: ../../content/applications/inventory_and_mrp/maintenance/maintenance_calendar.rst:303 msgid "With the graph view selected, the following options appear between the search bar and visual representation of the data. These graph-specific options are located to the right of the :guilabel:`Measures` and :guilabel:`Insert in Spreadsheet` buttons." msgstr "" diff --git a/locale/sources/marketing.pot b/locale/sources/marketing.pot index c0e5e112d8..bc450ddd3c 100644 --- a/locale/sources/marketing.pot +++ b/locale/sources/marketing.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-31 16:01+0000\n" +"POT-Creation-Date: 2025-01-28 12:25+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -2427,11 +2427,11 @@ msgid "To the right of the entered :guilabel:`Event Name`, there is a language t msgstr "" #: ../../content/applications/marketing/events/create_events.rst:65 -msgid ":guilabel:`Date`: when the event is scheduled to take place. This field is auto-populated, but modifiable, and is **required**." +msgid ":guilabel:`Date`: when the event is scheduled to take place (expressed in your local timezone). This field is auto-populated, but modifiable, and is **required**." msgstr "" #: ../../content/applications/marketing/events/create_events.rst:67 -msgid ":guilabel:`Timezone`: the corresponding timezone related to the event. This field is auto-populated, but modifiable, and is **required**." +msgid ":guilabel:`Display Timezone`: the timezone in which the event dates/times will be displayed on the website. This field is auto-populated, but modifiable, and is **required**." msgstr "" #: ../../content/applications/marketing/events/create_events.rst:69 diff --git a/locale/sources/sales.pot b/locale/sources/sales.pot index 764b7418d0..18b8ff07bd 100644 --- a/locale/sources/sales.pot +++ b/locale/sources/sales.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-31 16:01+0000\n" +"POT-Creation-Date: 2025-01-28 12:25+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -56,6 +56,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:54 #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:35 #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:9 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:20 @@ -66,6 +67,8 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16 +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:72 +#: ../../content/applications/sales/point_of_sale/preparation.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 @@ -84,7 +87,7 @@ msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:13 #: ../../content/applications/sales/subscriptions/closing.rst:9 #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:17 msgid "Configuration" @@ -4919,6 +4922,7 @@ msgid ":ref:`search/favorites`" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:6 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:54 msgid "Point of Sale" msgstr "" @@ -5193,6 +5197,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:54 #: ../../content/applications/sales/point_of_sale/employee_login.rst:26 +#: ../../content/applications/sales/point_of_sale/preparation.rst:50 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:122 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32 msgid "Practical application" @@ -5251,6 +5256,8 @@ msgid "To make products available for sale," msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:43 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:88 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:102 msgid "Go to :menuselection:`Point of Sale --> Products --> Products`." msgstr "" @@ -5907,6 +5914,408 @@ msgstr "" 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/online_food_delivery.rst:3 +msgid "Online food delivery" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:5 +msgid "**UrbanPiper** is an order management system that integrates with multiple food delivery platforms. It consolidates orders from all connected platforms into a single interface, simplifying the delivery process." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:9 +msgid "Supported providers:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:11 +msgid "`Careem `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:12 +msgid "`Cari `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:13 +msgid "`ChowNow `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:14 +msgid "`Deliveroo `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:15 +msgid "`DoorDash `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:16 +msgid "`EatEasy `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:17 +msgid "`Glovo `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:18 +msgid "`Grubhub `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:19 +msgid "`HungryPanda `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:20 +msgid "`HungerStation `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:21 +msgid "`Jahez `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:22 +msgid "`Just Eat `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:23 +msgid "`Mrsool `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:24 +msgid "`Ninja `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:25 +msgid "`NoonFood `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:26 +msgid "`Postmates `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:27 +msgid "`Rafeeq `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:28 +msgid "`SkipTheDishes `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:29 +msgid "`Swiggy `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:30 +msgid "`Talabat `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:31 +msgid "`UberEats `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:32 +msgid "`Zomato `_" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:40 +msgid "UrbanPiper credentials" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:42 +msgid "Get your Atlas credentials:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:44 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:58 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:115 +#: ../../content/applications/sales/point_of_sale/preparation.rst:16 +msgid "Go to the :ref:`POS settings `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:45 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:59 +msgid "Scroll down to the :guilabel:`Food Delivery Connector` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:46 +msgid "Click :guilabel:`Fill this form to get Username & Api key` and fill out the survey." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:47 +msgid "`Go to your Atlas account `_ and retrieve your API key and username by navigating to :menuselection:`Settings --> API Access`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:-1 +msgid "Atlas API access" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:56 +msgid "Enable the :guilabel:`Urban Piper` setting:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:60 +msgid "Check the :guilabel:`Urban Piper` setting." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:62 +msgid "Set up UrbanPiper:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:64 +msgid "Fill in the :guilabel:`Username` and :guilabel:`Api Key` fields with your :ref:`UrbanPiper credentials `." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:66 +msgid "Select the desired delivery providers in the :guilabel:`Food Delivery Platforms` field under the :guilabel:`Urban Piper Location` section (i.e., Zomato, Uber Eats)." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:68 +msgid "Save the settings." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:69 +msgid "Click the :guilabel:`+ Create Store` button. Doing so creates a new location on the UrbanPiper Atlas platform." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:73 +msgid "The :guilabel:`Pricelist` and :guilabel:`Fiscal Position` fields are automatically selected after saving." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:75 +msgid "A successful store creation triggers a notification." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:76 +msgid "The store creation process may take 2–3 minutes to reflect changes on the UrbanPiper Atlas platform." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:78 +msgid "The store is automatically named after your point of sale name." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:-1 +msgid "Food delivery connector settings" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:84 +msgid "Products" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:86 +msgid "To make products available individually," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:89 +msgid "Select any product to open its product form." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:90 +msgid "Go to the :guilabel:`Point of Sale` tab." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:91 +msgid "Complete the :guilabel:`Urban Piper` section:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:93 +msgid "Fill in the :guilabel:`Available on Food Delivery` with the desired POS." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:94 +msgid "Optionally, set up the :guilabel:`Meal Type` field and enable the :guilabel:`Is Recommended` and :guilabel:`Is Alcoholic` buttons." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:-1 +msgid "where to make a single product available for delivery" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:100 +msgid "To make multiple products available for food delivery at once," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:103 +msgid "Click the list icon (:icon:`oi-view-list`) to switch to the list view." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:104 +msgid "Select the products." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:105 +msgid "Enter the desired POS in the :guilabel:`Available on Food Delivery` column." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:-1 +msgid "Product list" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:111 +msgid "Synchronization" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:113 +msgid "To make products available on food delivery platforms, synchronize with your UrbanPiper account:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:116 +msgid "Scroll down the :guilabel:`Food Delivery Connector` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:117 +msgid "Click the :guilabel:`Sync Menu` button." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:119 +msgid "The :guilabel:`Last Sync on` timestamp below the :guilabel:`Create Store` and :guilabel:`Sync Menu` buttons updates." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:123 +msgid "A successful synchronization triggers a notification." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:124 +msgid "The synchronization process may take 2–3 minutes to reflect changes on the UrbanPiper Atlas platform." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:128 +msgid "Go live" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:130 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:153 +msgid "`Go to the Locations tab `_ of your Atlas account." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:131 +msgid "Select the location to activate, then click :guilabel:`Request to go Live`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 +msgid "Request to go live button in the locations tab of the Atlas account" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:136 +msgid "In the popup window:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:138 +msgid "Select the platform(s) to activate and click :guilabel:`Next`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:139 +msgid "Enter the :guilabel:`Platform ID` and :guilabel:`Platform URL` in the corresponding fields to establish the connection between the platform and UrbanPiper." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:141 +msgid "Click the :guilabel:`Request to Go Live` button." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 +msgid "Go live parameters" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:147 +msgid "To find the location's :guilabel:`Platform ID` and :guilabel:`Platform URL`," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:149 +msgid "Click the location to open its setup form." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:150 +msgid "The location's parameters are available in the :guilabel:`HUB` tab." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:151 +msgid "Verify that your location is live:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:154 +msgid "Select any provider in the :guilabel:`Assoc. platform(s)` column to review the status of that platform for this location." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:158 +msgid "Order flow" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:160 +msgid "An order placed via the configured delivery platform triggers a notification. To manage these orders, open the orders' list view by:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:163 +msgid "Clicking :guilabel:`Review Orders` on the notification popup." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:164 +msgid "Clicking the bag-shaped icon for online orders and :guilabel:`New`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 +msgid "Cart button" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:170 +msgid "Clicking this icon displays the number of orders at each stage: :guilabel:`New`, :guilabel:`Ongoing`, and :guilabel:`Done`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:172 +msgid "The :guilabel:`New` button indicates newly placed orders, :guilabel:`Ongoing` is for accepted orders, and :guilabel:`Done` is for orders ready to be delivered." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:175 +msgid "Then," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:177 +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:196 +msgid "Select the desired order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:178 +msgid "Click the :guilabel:`Accept` button." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:179 +msgid "When an order is accepted, its :guilabel:`Order Status` switches from :guilabel:`Placed` to :guilabel:`Acknowledged` and is automatically displayed on the preparation display." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:182 +msgid "When the order is ready," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:184 +msgid "Open the orders' list view." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:185 +msgid "Select the order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:186 +msgid "Click the :guilabel:`Mark as ready` button. Its :guilabel:`Order Status` switches from :guilabel:`Acknowledged` to :guilabel:`Food Ready`, and its :guilabel:`Status` switches from :guilabel:`Ongoing` to :guilabel:`Paid`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:191 +msgid "Order rejection" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:193 +msgid "Sometimes, the shop or restaurant may want to **reject** an order. In this case, open the orders' list view," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:197 +msgid "Click the :guilabel:`Reject` button." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:198 +msgid "Select one of the reasons from the popup window." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:-1 +msgid "Reject order pop-up" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:204 +msgid "**Swiggy** orders cannot be directly rejected. Attempting to reject one prompts Swiggy customer support to contact the restaurant. Similarly, **Deliveroo**, **JustEat**, and **HungerStation** do not allow order rejection. Always follow the respective provider's guidelines for handling such cases." +msgstr "" + #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" msgstr "" @@ -7087,6 +7496,377 @@ msgstr "" msgid "Set a fixed IP to your IoT Box’s router to prevent losing the connexion." msgstr "" +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:3 +msgid "Marketing features" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:5 +msgid "Use your POS system to engage with customers directly by sending them promotional offers via email or WhatsApp." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:9 +msgid "Storing contact details" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:11 +msgid "This feature requires your customer's contact details, either their email address or phone number." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:13 +msgid "**Email addresses**: automatically collected and saved in POS orders when sending a receipt by email." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:15 +msgid "**Phone numbers**: to store phone numbers when sending receipts on WhatsApp or by SMS," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:17 +msgid "Go to :menuselection:`Configuration --> Settings` and scroll to the :guilabel:`Bills & Receipts` section;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:19 +msgid "Activate the :guilabel:`WhatsApp Enabled` or :guilabel:`SMS Enabled` option(s)." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:-1 +msgid "setting to enable to store phone numbers when sending receipts" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:24 +msgid "If a customer’s contact information is missing, it will be automatically saved in POS orders when the receipt is sent via email, SMS, or WhatsApp." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:28 +msgid "From a POS order form, navigate to the :guilabel:`Contact Info` category under the :guilabel:`Extra Info` tab, then click the email icon or whatsapp icon to send standalone marketing messages." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:0 +msgid "pos orders form's standalone marketing message option" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:36 +msgid "Email marketing" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:38 +msgid "To send marketing emails to your customers from POS orders," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:40 +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:101 +msgid "Go to :menuselection:`Point of Sale --> Orders --> Orders`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:41 +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:102 +msgid "Select the orders;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:42 +msgid "Click :guilabel:`Actions`, then :guilabel:`Send Email` from the dropdown menu." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:44 +msgid "Doing so opens an email composing form. Fill it in and hit :guilabel:`Send`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:-1 +msgid "mail composer view" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:51 +msgid "Save some time by saving your content as a template. Click the vertical ellipsis button and select your template under the :guilabel:`Insert Template` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:53 +msgid "You can also save your content as template for later use. Click the vertical ellipsis button and select :guilabel:`Save as Template`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:57 +msgid "Fill in the :guilabel:`Mass Mailing Name` field to create a mass mailing and track its results in the :doc:`Email Marketing app <../../marketing/email_marketing>`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:59 +msgid "If an email address is not related to an existing customer, a new customer is automatically created when sending marketing emails." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:63 +msgid ":doc:`Use the email marketing app for more advanced marketing features <../../marketing/email_marketing>`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:67 +msgid "Whatsapp marketing" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:74 +msgid "You first need to enable the related server action to send WhatsApp marketing messages from your POS using the phone numbers collected from POS orders. To do so," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:77 +msgid "Go to the WhatsApp application;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:78 +msgid "Create a new :ref:`WhatsApp template `;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:79 +msgid "Configure the fields:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:81 +msgid ":guilabel:`Applies to` field set to :guilabel:`Point of Sale Orders`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:82 +msgid ":guilabel:`Category` field to :guilabel:`Marketing`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:83 +msgid ":guilabel:`Phone Field` to either :guilabel:`Mobile` or :guilabel:`Customer > Phone`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:84 +msgid "Click :guilabel:`Submit for Approval`;" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:85 +msgid "Once approved, click the :guilabel:`Allow Multi` button to create a server action in the POS orders list view." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:-1 +msgid "approved and configured for marketing uses whatsapp template" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:92 +msgid "If you modify the template's content, you must request for approval again, as its status returns to the :guilabel:`Draft` state." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:96 +msgid ":doc:`WhatsApp configuration <../../productivity/whatsapp>`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:99 +msgid "Send WhatsApp marketing messages" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:103 +msgid "Click :guilabel:`Actions`, then :guilabel:`WhatsApp Message` from the dropdown menu." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:105 +msgid "Doing so opens a WhatsApp message composing form. Select the desired marketing template in the :guilabel:`Template` field and hit :guilabel:`Send Message`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:-1 +msgid "whatsapp composer view" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:112 +msgid "To use WhatsApp marketing in the Point of Sale, approved marketing templates must have the :guilabel:`Allow Multi` option enabled and :guilabel:`Point of Sale Orders` selected in the :guilabel:`Applies to` field." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:115 +msgid "If the server action is displayed without a properly configured template, an error message appears. Click :guilabel:`Configure Templates` and complete the :ref:`WhatsApp setup ` steps." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:120 +msgid ":doc:`../../productivity/whatsapp`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:3 +msgid "Preparation display" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:5 +msgid "The preparation display feature allows you to handle POS orders requiring preparation. Concretely," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:7 +msgid "**For retail**: The preparation team is notified after a payment is completed at the POS to gather the purchased items for customer pickup." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:9 +msgid "**For restaurants**: POS orders inform the kitchen of the meals to be prepared." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:14 +msgid "To enable the preparation display feature," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:17 +msgid "Scroll down to the :guilabel:`Preparation` section." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:18 +msgid "Check the :guilabel:`Preparation Display` option." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:-1 +msgid "Setting to enable the preparation display feature" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:24 +msgid "To create and set up a preparation display," +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:26 +msgid "Go to :menuselection:`Point of Sale --> Orders --> Preparation Display`" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:27 +msgid "Click :guilabel:`New`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:28 +msgid "Give the display a descriptive :guilabel:`Name` (e.g., `Main Kitchen`, `Bar`)" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:29 +msgid "Set it up:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:31 +msgid ":guilabel:`Point of Sale`: Select the POS that sends orders to this display." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:32 +msgid ":guilabel:`Product categories`: Specify the POS :guilabel:`Product categories` sent to this display." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:34 +msgid ":guilabel:`Stages`: Define the steps required for the orders to be ready." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:36 +msgid "Click :guilabel:`Add a line` to add a stage." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:37 +msgid "Assign specific colors to each stage for clarity (optional)." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:38 +msgid "Define an :guilabel:`Alert timer (min)` for each stage to indicate the expected processing time." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:-1 +msgid "preparation display set-up form" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:46 +msgid "To edit a pre-existing preparation display, click the vertical ellipsis button (:icon:`fa-ellipsis-v`) on the display's card and select :guilabel:`Configure`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:52 +msgid "Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` to get an overview of all your displays." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:-1 +msgid "Kanban view of the preparation display" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:59 +msgid "The display card shows:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:61 +msgid "The configured stages." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:62 +msgid "The number of orders currently :guilabel:`In progress`." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:63 +msgid "The :guilabel:`Average time` employees usually take to complete an order." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:66 +msgid "Click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard for quicker access." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:69 +msgid "Using the preparation display" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:71 +msgid "To access the preparation display, click :guilabel:`Preparation Screen`. This interface, designed for employees, shows:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:74 +msgid "**Stages and order count**: Displays the progress of orders across stages such as `To prepare`, `Ready`, and `Completed`, along with the number of orders in each stage." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:76 +msgid "**Ordered products by category**: Lists all items in progress, grouped by POS categories (e.g., `Drinks`, `Food`)." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:78 +msgid "**Order cards**: Summarizes individual orders, including:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:80 +msgid "Associated tables and order numbers." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:81 +msgid "Status, such as `Ready`, highlighted with the defined colors." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:82 +msgid "Waiting time, with visual indicators." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:85 +msgid "The duration indicator turns red if the elapsed time exceeds the predefined alert time." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:-1 +msgid "the preparation display interface with orders to process." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:91 +msgid "To update order progress:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:93 +msgid "Click items on the order card to cross them off individually." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:94 +msgid "Click the order card itself to mark all items at once." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:95 +msgid "The card automatically moves to the next stage once every item is crossed off." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:96 +msgid "Click :icon:`fa-undo` :guilabel:`Recall` to move an order back to the previous stage if you mistakenly sent it to the next stage." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:100 +#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 +msgid "Customer display" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:102 +msgid "In parallel, click :guilabel:`Order Status Screen` to open the customer interface. This interface, designed for customers, provides an overview of orders that are:" +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:105 +msgid ":guilabel:`Ready` for pickup." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:106 +msgid ":guilabel:`Almost there`, indicating they are taken care of." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/preparation.rst:109 +msgid "The order number can be found at the top of the customer's receipt." +msgstr "" + #: ../../content/applications/sales/point_of_sale/pricing.rst:5 msgid "Pricing features" msgstr "" @@ -8456,10 +9236,6 @@ msgstr "" msgid "You can also use a barcode scanner to log your employees. To do so, :ref:`restrict access ` to the POS and :ref:`use barcodes to log your employees in ` your POS." msgstr "" -#: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 -msgid "Customer display" -msgstr "" - #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5 msgid "The **customer display** feature provides customers with real-time checkout updates on a secondary display." msgstr "" @@ -9207,122 +9983,107 @@ msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 -msgid "The stock synchronization does **not** currently support selling the same product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled By Amazon)`." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:69 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:23 -msgid "At times, when stock is sent for all products, it triggers a stock problem with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:73 -#: ../../content/applications/sales/sales/amazon_connector/manage.rst:27 -msgid "As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, instead of taking from their own warehouse. Odoo developers are currently working on resolving this issue to avoid future discrepancies." -msgstr "" - -#: ../../content/applications/sales/sales/amazon_connector/features.rst:78 msgid "The Amazon Connector is designed to synchronize the data of sales orders. Other actions, such as downloading monthly fees reports, handling disputes, or issuing refunds, **must** be managed from the *Amazon Seller Central*, as usual." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:83 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:71 msgid "As of February 19, 2024, in North American marketplaces, :abbr:`FBA (Fulfilled by Amazon)` orders created with the *Amazon Connector*, do not get the customer's name passed onto the sales/delivery order in Odoo. This is due to the fact that Amazon now calculates, and remits, sales tax on behalf of sellers. In other words, personally identifiable customer information is not transmitted to the seller any longer, after a :abbr:`FBA (Fulfilled by Amazon)` order." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:92 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:80 msgid "Supported marketplaces" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:94 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:82 msgid "If a marketplace is not listed in your Amazon marketplaces, it's possible to :ref:`add a new marketplace `." msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:98 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:86 msgid "**North America region**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:100 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Canada" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:100 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Amazon.ca" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:102 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:90 msgid "Mexico" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:102 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:90 msgid "Amazon.com.mx" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:104 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "US" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:104 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "Amazon.com" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:108 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:96 msgid "**Europe region**" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:110 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Germany" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:110 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Amazon.de" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:112 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Spain" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:112 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Amazon.es" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:114 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "France" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:114 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "Amazon.fr" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:116 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "UK" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:116 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "Amazon.co.uk" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "Italy" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:118 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "Amazon.it" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:120 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Netherlands" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:120 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Amazon.nl" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:124 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:112 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:200 msgid ":doc:`setup`" msgstr "" -#: ../../content/applications/sales/sales/amazon_connector/features.rst:125 +#: ../../content/applications/sales/sales/amazon_connector/features.rst:113 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 msgid ":doc:`manage`" msgstr "" @@ -9351,6 +10112,18 @@ msgstr "" msgid "For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and *Cancelled* orders. For each synchronized order, a sales order and customer are created in Odoo (if the customer is not already registered in the database)." msgstr "" +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 +msgid "The stock synchronization does **not** currently support selling the same product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled By Amazon)`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:23 +msgid "At times, when stock is sent for all products, it triggers a stock problem with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`." +msgstr "" + +#: ../../content/applications/sales/sales/amazon_connector/manage.rst:27 +msgid "As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, instead of taking from their own warehouse. Odoo developers are currently working on resolving this issue to avoid future discrepancies." +msgstr "" + #: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 msgid "When an order is cancelled in Amazon, and was already synchronized in Odoo, the corresponding sales order is automatically cancelled in Odoo." msgstr "" @@ -13784,7 +14557,7 @@ msgid ":doc:`../products_prices/prices/pricing`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:167 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "Optional Products tab" msgstr "" @@ -14010,13 +14783,13 @@ msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:328 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:282 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:258 msgid ":doc:`get_signature_to_validate`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:329 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:283 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:259 msgid ":doc:`get_paid_to_validate`" msgstr "" @@ -14384,7 +15157,6 @@ msgid "The use of optional products is a marketing strategy that involves the cr msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 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 "" @@ -14405,7 +15177,7 @@ msgid "To add an optional product(s) to a quotation, click :guilabel:`Add a prod msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:183 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 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 "" @@ -14418,7 +15190,6 @@ msgid "When a product is added, the default :guilabel:`Quantity` is `1`, but tha msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "To delete any line item from the :guilabel:`Optional Products` tab, click the :guilabel:`🗑️ (trash can)` icon." msgstr "" @@ -14932,35 +15703,35 @@ msgid "Quotation templates" msgstr "" #: ../../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." +msgid "Reusable quotation templates can be made in Odoo's **Sales** app for common products or services." 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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:7 +msgid "By using these templates, quotations can be tailored and sent to customers at a quicker 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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:15 +msgid "To use quotation templates, 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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:18 +msgid "Under the heading, tick the :guilabel:`Quotation Templates` checkbox. Doing so reveals a new :guilabel:`Default Template` field, in which a default quotation template can be chosen from the 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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:25 +msgid "Upon activating the :guilabel:`Quotation Template` feature, an internal :icon:`fa-arrow-right` :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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:28 +msgid "Clicking this 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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:31 +msgid "Before leaving the :guilabel:`Settings` page, do not 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 @@ -14968,7 +15739,7 @@ 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." +msgid "To create a quotation template, click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` page once :guilabel:`Quotation templates` are enabled, 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 @@ -14976,134 +15747,138 @@ 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." +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." 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 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:53 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 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:55 msgid "Then, in the :guilabel:`Quotation Validity` 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 "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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:59 +msgid "Next, in the :guilabel:`Confirmation Mail` field, click the blank drop-down menu to select a preconfigured email template to be sent to customers upon confirmation of an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:63 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:69 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:67 msgid "Selecting :guilabel:`Create` creates the email template, which can be edited later." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 -msgid "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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 +msgid "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 immediately." 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:79 -msgid "When all modifications are complete, click :guilabel:`Save \\& Close` to save the email template and return to the quotation form." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 +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:82 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 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:85 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "If a journal is set in the :guilabel:`Invoicing Journal` field, all sales orders with this template will invoice in that specified journal. If no journal is set in this field, the sales journal with the lowest sequence is used." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:86 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 on quotation template forms." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:90 msgid "Check the box beside :guilabel:`Online Signature` to request an online signature from the customer to confirm an order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 msgid "Check the box beside :guilabel:`Online Payment` to request an online payment from the customer to confirm an order. When :guilabel:`Online Payment` is checked, a new percentage field appears, in which a specific percentage of payment can be entered." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:97 msgid "Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` 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:104 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:101 msgid "In the :guilabel:`Recurring Plan` field, choose from a variety of pre-configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`, etc.) to designate how often this quotation template should occur." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 msgid "The :guilabel:`Recurring Plan` 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:113 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:110 msgid "Lines tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:112 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:120 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:117 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:120 +msgid "When clicked, a drop-down menu with existing products in the database appears. 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:123 -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." +msgid "If the desired product is not 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:126 -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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:128 +msgid "It is possible to add event-related products (booths and registrations) to quotation templates. To do so, click the :guilabel:`Product` field, type in `Event`, and select the desired event-related product from the resulting drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:131 -msgid "In Odoo 17, it is now possible to add event-related products (booths and registrations) to quotation templates. To do so, click the :guilabel:`Product` field, type in `Event`, and select the desired event-related product from the resulting drop-down menu." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 +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:136 -msgid "When a product is added to a quotation template, the default :guilabel:`Quantity` is `1`, but that can be edited at any time." +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:139 -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." +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:142 -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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:144 +msgid "Then, drag and drop the section name to the desired position, via the :icon:`oi-apps` :guilabel:`(six squares)` icon, located to the left of each line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 -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." +msgid "To add a note, which appears 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:150 -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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 +msgid "Then, drag and drop the note to the desired position, via the :icon:`oi-apps` :guilabel:`(six squares)` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 -msgid "Then, drag-and-drop the note to the desired position, via the :guilabel:`six squares` icon." +msgid "To delete any line item from the :guilabel:`Lines` tab (product, section, and/or note), click the :icon:`fa-trash` :guilabel:`(remove record)` icon on the far-right side of the line." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 -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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 +msgid "Using *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:162 -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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:165 +msgid "If a customer wants to buy a car, they have the choice to order massaging seats as an additional product that compliments the car, or ignore the offer and buy the car alone." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:170 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 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 "" @@ -15111,63 +15886,51 @@ msgstr "" msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 -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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:174 +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." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 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:190 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 +msgid "To delete any line item from the :guilabel:`Optional Products` tab, click the :icon:`fa-trash` :guilabel:`(remove record)` icon." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:193 -msgid "Terms \\& Conditions tab" +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 +msgid "Terms & Conditions tab" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 -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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 +msgid "The :guilabel:`Terms & Conditions` tab provides the opportunity to add terms and conditions to the quotation template. To add terms and conditions, type the desired terms and conditions in this tab." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:200 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:198 msgid "Terms and conditions are **not** required to create a quotation template." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:206 -msgid "PDF Quote Builder tab" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:208 -msgid "The :guilabel:`PDF Quote Builder` tab provides options to compose an attractive quotation, with more information and visually-pleasing elements, to highlight products and/or services." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 -msgid "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages. Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:216 -msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:219 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:201 msgid "Use quotation templates" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 -msgid "When creating a quotation (:menuselection:`Sales app --> New`), choose a pre-configured template in the :guilabel:`Quotation Template` field." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 +msgid "When creating a quotation (:menuselection:`Sales app --> New`), choose a preconfigured 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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 +msgid "The order of the templates in the :guilabel:`Quotation Template` field is determined by the order of the templates in the Quotation Templates form. The order of the quotations in the Quotation Templates form does **not** affect anything else." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 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 "" @@ -15175,35 +15938,31 @@ msgstr "" msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 -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." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 +msgid "When all blocks and customizations are complete, click the :guilabel:`Save` button to save the configuration." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:241 -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:244 -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 form in the back-end of the *Sales* application." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 +msgid "The blue banner located at the top of the quotation template preview can be used to quickly return :icon:`fa-arrow-right` :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation form in the back-end of the *Sales* application." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:226 msgid "Mass cancel quotations/sales orders" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:251 -msgid "Cancel multiple quotations (or sales orders) by navigating to the :menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by default, in the list view. Then, on the left side of the table, tick the preferred checkboxes for removal." +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 +msgid "Cancel multiple quotations (or sales orders) by navigating to the :menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by default, in the list view. Then, on the left side of the table, tick the checkboxes for the quotations to be canceled." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 msgid "Select all records in the table by selecting the checkbox column header at the top-left of the table; the total number of selected items are displayed at the top of the page." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:259 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:236 msgid "Then, with the desired quotations (or sales orders) selected from the list view on the :guilabel:`Quotations` page, click the :icon:`fa-cog` :guilabel:`Actions` button to reveal a drop-down menu." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 msgid "From this drop-down menu, select :guilabel:`Cancel quotations`." msgstr "" @@ -15211,15 +15970,15 @@ msgstr "" msgid "The Cancel quotations option on the Actions drop-down menu in the Odoo Sales application." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:270 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid "This action can be performed for quotations in *any* stage, even if it is confirmed as a sales order." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid "Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel quotations` confirmation pop-up window appears. To complete the cancellation, click the :guilabel:`Cancel quotations` button." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:278 +#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 msgid "An error pop-up message appears when attempting to cancel an order for an ongoing subscription that has an invoice." msgstr "" diff --git a/locale/sources/services.pot b/locale/sources/services.pot index f48cc42c81..24ed7b5aef 100644 --- a/locale/sources/services.pot +++ b/locale/sources/services.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-31 16:01+0000\n" +"POT-Creation-Date: 2025-01-28 12:25+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -187,7 +187,7 @@ msgstr "" #: ../../content/applications/services/field_service/product_management.rst:46 #: ../../content/applications/services/field_service/worksheets.rst:15 -#: ../../content/applications/services/helpdesk/overview/help_center.rst:14 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:15 #: ../../content/applications/services/planning.rst:29 #: ../../content/applications/services/project/project_management.rst:19 #: ../../content/applications/services/project/tasks/recurring_tasks.rst:13 @@ -319,7 +319,7 @@ msgid "Helpdesk" msgstr "" #: ../../content/applications/services/helpdesk.rst:8 -msgid "Odoo *Helpdesk* is a ticketing-based customer support application. Multiple teams can be configured and managed in one dashboard, each with their own pipeline for tickets submitted by customers. Pipelines are organized in customizable stages that enable teams to track, prioritize, and solve customer issues quickly and efficiently." +msgid "Odoo **Helpdesk** is a ticket-based customer support application. Multiple teams can be configured and managed in one dashboard, each with their own pipeline for tickets submitted by customers. Pipelines are organized in customizable stages that enable teams to track, prioritize, and solve customer issues quickly and efficiently." msgstr "" #: ../../content/applications/services/helpdesk.rst:14 @@ -327,18 +327,18 @@ msgid "Create a Helpdesk team" msgstr "" #: ../../content/applications/services/helpdesk.rst:16 -msgid "To view or modify *Helpdesk* teams, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. To create a new team, click the :guilabel:`New` button in the top-left of the dashboard." +msgid "To view or modify **Helpdesk** teams, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. To create a new team, click the :guilabel:`New` button on the top-left of the dashboard." msgstr "" #: ../../content/applications/services/helpdesk.rst:-1 msgid "View of the Helpdesk teams page in Odoo Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk.rst:24 +#: ../../content/applications/services/helpdesk.rst:23 msgid "On the blank Helpdesk team form, enter a :guilabel:`Name` for the new team. Then, enter a description of the team in the field below the team name, if desired. To change the company this team is assigned to, select it from the :guilabel:`Company` drop-down menu." msgstr "" -#: ../../content/applications/services/helpdesk.rst:29 +#: ../../content/applications/services/helpdesk.rst:28 msgid "The team description is published on the public facing :doc:`website form `, where customers and portal users submit tickets. The description included in this field should **not** include any information that is for internal use only." msgstr "" @@ -346,64 +346,64 @@ msgstr "" msgid "View of a Helpdesk team's website form displaying the team description." msgstr "" -#: ../../content/applications/services/helpdesk.rst:39 +#: ../../content/applications/services/helpdesk.rst:37 msgid "Visibility & Assignment" msgstr "" -#: ../../content/applications/services/helpdesk.rst:41 +#: ../../content/applications/services/helpdesk.rst:39 msgid "The *Visibility* settings alter which internal users and portal users have access to this team and its tickets. The *Assignment* settings alter how users are assigned to handle each ticket." msgstr "" -#: ../../content/applications/services/helpdesk.rst:45 +#: ../../content/applications/services/helpdesk.rst:43 msgid "Determine team visibility" msgstr "" -#: ../../content/applications/services/helpdesk.rst:47 +#: ../../content/applications/services/helpdesk.rst:45 msgid "Under the :guilabel:`Visibility` section, select one of the following options to determine who can view this team and its tickets:" msgstr "" -#: ../../content/applications/services/helpdesk.rst:50 -msgid ":guilabel:`Invited internal users (private)`: internal users can access the team and the tickets they are following. This access can be modified on each ticket individually by adding or removing the user as a follower. Internal users are considered *invited* once they are added as followers to an individual ticket, or :ref:`to the team itself `." +#: ../../content/applications/services/helpdesk.rst:48 +msgid ":guilabel:`Invited internal users (private)`: Internal users can access the team and the tickets they are following. This access can be modified on each ticket individually by adding or removing the user as a follower. Internal users are considered *invited* once they are added as followers to an individual ticket, or :ref:`to the team itself `." msgstr "" -#: ../../content/applications/services/helpdesk.rst:54 -msgid ":guilabel:`All internal users (company)`: all internal users can access the team and all of its tickets." +#: ../../content/applications/services/helpdesk.rst:52 +msgid ":guilabel:`All internal users (company)`: All internal users can access the team and all of its tickets." msgstr "" -#: ../../content/applications/services/helpdesk.rst:56 -msgid ":guilabel:`Invited portal users and all internal users (public)`: all internal users can access the team and all of its tickets. Portal users can only access the tickets they are following." +#: ../../content/applications/services/helpdesk.rst:54 +msgid ":guilabel:`Invited portal users and all internal users (public)`: All internal users can access the team and all of its tickets. Portal users can only access the tickets they are following." msgstr "" -#: ../../content/applications/services/helpdesk.rst:60 +#: ../../content/applications/services/helpdesk.rst:58 msgid "A `Customer Support` team, meant to handle general shipping and product issues, would have the visibility set on :guilabel:`Invited portal users and all internal users`." msgstr "" -#: ../../content/applications/services/helpdesk.rst:63 +#: ../../content/applications/services/helpdesk.rst:61 msgid "At the same time, a `Financial Services` team handling tickets related to accounting or tax information would only need to be visible to :guilabel:`Invited internal users`." msgstr "" -#: ../../content/applications/services/helpdesk.rst:67 -msgid "A team's visibility can be altered after the initial configuration. However, if the team changes from public access to either private or company-only access, portal users are removed as followers from both the team, and from individual tickets." +#: ../../content/applications/services/helpdesk.rst:65 +msgid "A team's visibility can be altered after the initial configuration. However, if the team changes from *Invited portal users and all internal users (public)* access to either *Invited internal users (private)* or *All internal users (company)*-only access, portal users are removed as followers from both the team, and from individual tickets." msgstr "" -#: ../../content/applications/services/helpdesk.rst:74 +#: ../../content/applications/services/helpdesk.rst:73 msgid "Follow all team's tickets" msgstr "" -#: ../../content/applications/services/helpdesk.rst:76 +#: ../../content/applications/services/helpdesk.rst:75 msgid "If a user should be notified about any updates regarding tickets for this team, select their name from the :guilabel:`Followers` drop-down menu, located in the :guilabel:`Follow All Team's Tickets` field. Multiple users can be selected to follow a single team." msgstr "" -#: ../../content/applications/services/helpdesk.rst:81 +#: ../../content/applications/services/helpdesk.rst:80 msgid "External contacts can be selected in the :guilabel:`Followers` field. If the team's visibility is set to :guilabel:`Invited internal users (private)`, followers are notified about updates to the team's tickets, but are **not** able to view them in the portal." msgstr "" -#: ../../content/applications/services/helpdesk.rst:86 +#: ../../content/applications/services/helpdesk.rst:85 msgid "Automatically assign new tickets" msgstr "" -#: ../../content/applications/services/helpdesk.rst:88 -msgid "When tickets are received, they need to be assigned to a member of the team. This is done either manually on each ticket individually, or through :guilabel:`Automatic Assignment`. Check the :guilabel:`Automatic Assignment` checkbox to enable this feature for the team." +#: ../../content/applications/services/helpdesk.rst:87 +msgid "When tickets are received, they need to be assigned to a member of the team. This is done either manually on each individual ticket, or through :guilabel:`Automatic Assignment`. Check the :guilabel:`Automatic Assignment` checkbox to enable this feature for the team." msgstr "" #: ../../content/applications/services/helpdesk.rst:-1 @@ -411,63 +411,107 @@ msgid "View of a Helpdesk team settings page emphasizing the automatic assignmen "Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk.rst:97 -msgid "As soon as :guilabel:`Automatic Assignment` has been enabled, additional fields appear." -msgstr "" - -#: ../../content/applications/services/helpdesk.rst:99 +#: ../../content/applications/services/helpdesk.rst:95 msgid "Select one of the following assignment methods, based on how the workload should be allocated across the team:" msgstr "" -#: ../../content/applications/services/helpdesk.rst:102 -msgid ":guilabel:`Each user is assigned an equal number of tickets`: tickets are assigned to team members based on total ticket count, regardless of the number of open or closed tickets they are currently assigned." +#: ../../content/applications/services/helpdesk.rst:98 +msgid ":guilabel:`Each user is assigned an equal number of tickets`: Tickets are assigned to team members based on total ticket count, regardless of the number of open or closed tickets they are currently assigned." msgstr "" -#: ../../content/applications/services/helpdesk.rst:105 -msgid ":guilabel:`Each user has an equal number of open tickets`: tickets are assigned to team members based on how many open tickets they are currently assigned." +#: ../../content/applications/services/helpdesk.rst:101 +msgid ":guilabel:`Each user has an equal number of open tickets`: Tickets are assigned to team members based on how many open tickets they are currently assigned." msgstr "" -#: ../../content/applications/services/helpdesk.rst:109 +#: ../../content/applications/services/helpdesk.rst:105 msgid "When :guilabel:`Each user is assigned an equal number of tickets` is selected, the overall number of tickets assigned to team members is the same, but it does **not** consider the current workload." msgstr "" -#: ../../content/applications/services/helpdesk.rst:113 +#: ../../content/applications/services/helpdesk.rst:109 msgid "When :guilabel:`Each user has an equal number of open tickets` is selected, it ensures a balanced workload among team members, as it takes the current number of active tickets into account." msgstr "" -#: ../../content/applications/services/helpdesk.rst:116 +#: ../../content/applications/services/helpdesk.rst:112 msgid "Finally, add the :guilabel:`Team Members` who are to be assigned tickets for this team. Leave the field empty to include all employees who have the proper assignments and access rights configured in their user account settings." msgstr "" -#: ../../content/applications/services/helpdesk.rst:121 -msgid "If an employee has time off scheduled in the *Time Off* application, they are **not** assigned tickets during that time. If no employees are available, the system looks ahead until there is a match." +#: ../../content/applications/services/helpdesk.rst:117 +msgid "If an employee has time off scheduled in the **Time Off** application, they are **not** assigned tickets during that time. If no employees are available, the system looks ahead until there is a match." msgstr "" -#: ../../content/applications/services/helpdesk.rst:126 +#: ../../content/applications/services/helpdesk.rst:122 msgid ":ref:`Manage users `" msgstr "" -#: ../../content/applications/services/helpdesk.rst:127 +#: ../../content/applications/services/helpdesk.rst:123 msgid ":doc:`Access rights <../general/users/access_rights>`" msgstr "" -#: ../../content/applications/services/helpdesk.rst:130 +#: ../../content/applications/services/helpdesk.rst:126 msgid "Merge tickets" msgstr "" -#: ../../content/applications/services/helpdesk.rst:132 -msgid "If duplicate tickets are found in *Helpdesk*, they can be combined into a single ticket using the *merge* feature." +#: ../../content/applications/services/helpdesk.rst:128 +msgid "If duplicate tickets are found in **Helpdesk**, they can be combined into a single ticket using the *merge* feature." msgstr "" -#: ../../content/applications/services/helpdesk.rst:136 +#: ../../content/applications/services/helpdesk.rst:132 msgid "The *merge* feature is **only** accessible if the :doc:`Data Cleaning <../productivity/data_cleaning>` application is installed on the database." msgstr "" -#: ../../content/applications/services/helpdesk.rst:139 +#: ../../content/applications/services/helpdesk.rst:135 msgid "To merge two or more tickets, navigate to :menuselection:`Helpdesk app --> Tickets --> All Tickets`. Identify the tickets to be merged, and tick the checkbox at the far-left of each ticket to select them. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` from the drop-down menu. Doing so opens a new page where the selected tickets are listed with their :guilabel:`Similarity` rating. From here, click either :ref:`Merge ` to combine the tickets, or :guilabel:`DISCARD`." msgstr "" -#: ../../content/applications/services/helpdesk.rst:147 +#: ../../content/applications/services/helpdesk.rst:143 +msgid "Convert tickets to opportunities" +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:145 +msgid "Some tickets may be better handled by the sales team, rather than the support team. In this case, tickets can be converted to *opportunities* and assigned to a sales team for follow-up." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:149 +msgid "This feature is **only** available if the :doc:`CRM <../sales/crm>` app is installed." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:151 +msgid "To convert a ticket to an opportunity, first navigate to a ticket, either from a team's pipeline, or by navigating to :menuselection:`Helpdesk app --> Tickets` and clicking a ticket to open it." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:154 +msgid "At the top of the ticket, click the :guilabel:`Convert to Opportunity` button." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:157 +msgid "If :doc:`leads <../sales/crm/acquire_leads/convert>` are enabled on the **CRM** app, tickets are converted to *leads*, and the button reads :guilabel:`Convert to Lead`." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:160 +msgid "This opens the :guilabel:`Convert to Opportunity` pop-up. Fill in or select the following information on the pop-up:" +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:163 +msgid ":guilabel:`Customer`: Select whether to :guilabel:`Create a new customer`, :guilabel:`Link to an existing customer`, or :guilabel:`Do not link to a customer`. If :guilabel:`Link to a customer` is chosen, select the appropriate customer name from the :guilabel:`Customer` drop-down." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:167 +msgid ":guilabel:`Sales Team`: Specify which :guilabel:`Sales Team` and :guilabel:`Salesperson` this created opportunity is assigned to." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:-1 +msgid "The convert to opportunity pop-up window." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:173 +msgid "After completing the form, click :guilabel:`Convert to Opportunity`. Doing so creates a new opportunity in the **CRM** app. The original ticket is linked in the chatter of the new opportunity for traceability." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:178 +msgid "After the ticket is converted to an opportunity, the ticket is archived." +msgstr "" + +#: ../../content/applications/services/helpdesk.rst:181 msgid "`Odoo Tutorials: Helpdesk `_" msgstr "" @@ -1285,20 +1329,20 @@ msgstr "" msgid "Help Center" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:5 -msgid "Odoo *Helpdesk* integrates with the *Forum*, *eLearning*, and *Knowledge* apps to create the *Help Center*. The *Help Center* is a centralized location where teams and customers can search for and share detailed information about products and services." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:7 +msgid "Odoo **Helpdesk** integrates with the **Forums**, **eLearning**, and **Knowledge** apps to create the *Help Center*. The *Help Center* is a centralized location where teams and customers can search for and share detailed information about products and services." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:-1 msgid "Overview of the settings page of a team emphasizing the Help Center features." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:16 -msgid "To activate any *Help Center* features (*Forums*, *eLearning*, or *Knowledge*) on a *Helpdesk* team, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <../../helpdesk>`. Verify the :guilabel:`Visibility` of the team is set to :guilabel:`Invited portal users and all internal users (public)` in the :guilabel:`Visibility & Assignment` section." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:17 +msgid "To activate any of the *Help Center* features on a *Helpdesk* team, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <../../helpdesk>`. Verify the :guilabel:`Visibility` of the team is set to :guilabel:`Invited portal users and all internal users (public)` in the :guilabel:`Visibility & Assignment` section." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:22 -msgid "Additionally, the :guilabel:`Website Form` option on the *Helpdesk* team page **must** be enabled to activate any of the *Help Center* features. When one or more of the *Help Center* features is enabled, the :guilabel:`Website Form` is automatically enabled, as well." +msgid "Additionally, the :guilabel:`Website Form` option on the **Helpdesk** team form **must** be enabled to activate any of the *Help Center* features. When one or more of the *Help Center* features is enabled, the :guilabel:`Website Form` is automatically enabled, as well." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:27 @@ -1306,7 +1350,7 @@ msgid "Since all of the *Help Center* features require integration with other ap msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:30 -msgid "Installing a new application on a *One-App-Free* database will trigger a 15-day trial. At the end of the trial, if a paid subscription has **not** been added to the database, it will no longer be active or accessible." +msgid "Installing a new application on a *One-App-Free* database will trigger a 15-day trial. At the end of the trial, if a `paid subscription `_ has **not** been added to the database, it will no longer be active or accessible." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:35 @@ -1318,66 +1362,74 @@ msgid "Knowledge" msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:40 -msgid "Odoo's *Knowledge* application is a collaborative library, where users can store, edit, and share information. The *Knowledge* app is accessible throughout the database by clicking on the :guilabel:`Knowledge (bookmark)` icon." +msgid "Odoo's **Knowledge** application is a collaborative library, where users can store, edit, and share information. The **Knowledge** app can be used to publish user guides and :abbr:`FAQs (Frequently Asked Questions)` with customers externally, while also collaborating internally on shared documents." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:-1 -msgid "View of a message in Helpdesk focusing on the Knowledge bookmark icon." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:45 +msgid "The **Knowledge** app is accessible throughout the database by clicking on the :guilabel:`Knowledge (bookmark)` icon." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:49 -msgid "Enable Knowledge on a Helpdesk team" +#: ../../content/applications/services/helpdesk/overview/help_center.rst:51 +msgid "View of a message in Helpdesk focusing on the Knowledge bookmark icon." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:51 -msgid "To enable the *Knowledge* feature on a *Helpdesk* team, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <../../helpdesk>`." +msgid "The Knowledge app is represented by the bookmark icon." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:54 -msgid "When a team has been selected or created, Odoo displays that team's detail form." +msgid "Enable Knowledge on a Helpdesk team" msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:56 -msgid "On the team's detail form, scroll down to the :guilabel:`Help Center` section. Then, click the box next to :guilabel:`Knowledge` to activate the *Knowledge* feature. When clicked, a new field labeled, :guilabel:`Article` appears." +msgid "To enable the **Knowledge** feature on a *Helpdesk* team, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <../../helpdesk>`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:60 -msgid "Clicking the :guilabel:`Article` field reveals a drop-down menu. At first, there is only one option in the drop-down menu titled :guilabel:`Help`, which Odoo provides by default. Select :guilabel:`Help` from the drop-down menu to choose this article." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:59 +msgid "When a team has been selected or created, Odoo displays that team's detail form." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/help_center.rst:61 +msgid "On the team's detail form, scroll down to the :guilabel:`Help Center` section. Then, click the box next to :guilabel:`Knowledge` to activate the **Knowledge** feature. When clicked, a new field labeled, :guilabel:`Article` appears." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:65 -msgid "To create a new article, go to the :menuselection:`Knowledge app`, then hover the cursor next to the :guilabel:`Workspace` section heading, located in the left sidebar. Moving the cursor there reveals a hidden :guilabel:`➕ (plus sign)` icon." +msgid "Clicking the :guilabel:`Article` field reveals a drop-down menu. At first, there is only one option in the drop-down menu titled :guilabel:`Help`, which Odoo provides by default. Select :guilabel:`Help` from the drop-down menu to choose this article." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:69 -msgid "Click the :guilabel:`➕ (plus sign)` icon to create a new article in the :guilabel:`Workspace`. In the upper-right corner of the page, click the :guilabel:`Share` button, and slide the :guilabel:`Share to Web` toggle switch until it reads :guilabel:`Article Published`. It can then be added to a *Helpdesk* team." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:70 +msgid "To create a new article, go to the :menuselection:`Knowledge app`, then hover the cursor next to the :guilabel:`Workspace` section heading, located in the left sidebar. Moving the cursor there reveals a hidden |plus|." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:74 -msgid "Once an article has been created and assigned to a *Helpdesk* team, content can be added and organized through the *Knowledge* app." +msgid "Click the |plus| to create a new article in the :guilabel:`Workspace`. Click the :icon:`fa-share-alt` :guilabel:`Share` icon, and slide the :guilabel:`Share to Web` toggle switch until it reads :guilabel:`Article Published`. It can then be added to a **Helpdesk** team." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:78 +msgid "Once an article has been created and assigned to a **Helpdesk** team, content can be added and organized through the **Knowledge** app." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/help_center.rst:82 msgid ":doc:`Editing Knowledge articles <../../../productivity/knowledge/articles_editing>`" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:81 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:85 msgid "Search articles from a Helpdesk ticket" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:83 -msgid "When members of a *Helpdesk* team are trying to solve a ticket, they can search through the content in the *Knowledge* app for more information on the issue." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:87 +msgid "When members of a **Helpdesk** team are trying to solve a ticket, they can search through the content in the **Knowledge** app for more information on the issue." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:86 -msgid "To search *Knowledge* articles, open a ticket — either from the *Helpdesk* app dashboard, or by going to :menuselection:`Helpdesk app --> Tickets --> All Tickets`, then select a ticket from the list." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:90 +msgid "To search **Knowledge** articles, open a ticket — either from the **Helpdesk** app dashboard, or by going to :menuselection:`Helpdesk app --> Tickets --> All Tickets`, then select a ticket from the list." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:90 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:94 msgid "When a ticket is selected, Odoo reveals that ticket's detail form." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:92 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:96 msgid "Click the :guilabel:`Knowledge (bookmark)` icon, located at the top-right of the page, to open a pop-up search window." msgstr "" @@ -1385,147 +1437,147 @@ msgstr "" msgid "View of knowledge search window from a helpdesk ticket." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:100 -msgid "*Knowledge* articles can also be searched by pressing :command:`Ctrl + K` to open the command palette, then typing `?`, followed by the name of the desired article." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:103 +msgid "**Knowledge** articles can also be searched by pressing :command:`Ctrl + K` to open the command palette, then typing :kbd:`?`, followed by the name of the desired article." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:103 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:106 msgid "When Odoo reveals the desired article, click it, or highlight the :guilabel:`Article` title, and press :command:`Enter`. This will open the article in the :guilabel:`Knowledge` application." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:106 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:109 msgid "To open the article in a new tab, press :command:`Ctrl + Enter`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:109 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:112 msgid "If a more in-depth search is required, press :command:`Alt + B`. That reveals a separate page, in which a more detailed search can occur." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:113 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:116 msgid "Share an article to the Help Center" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:115 -msgid "To make a *Knowledge* article available to customers and website visitors, it **must** be published." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:118 +msgid "To make a **Knowledge** article available to customers and website visitors, it **must** be published." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:118 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:122 msgid "Even though the *Help* article has been enabled on a team, Odoo does **not** share all the nested articles to the web. Individual articles intended for customers **must** be published for them to be viewable on the website." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:122 -msgid "To publish an article, navigate to the desired article, by following the above steps, and click the :guilabel:`Share` icon in the upper-right corner. This reveals a menu. Slide the toggle button labeled :guilabel:`Share to Web` to read :guilabel:`Article Published`." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:126 +msgid "To publish an article, navigate to the desired article, by following the above steps, and click the :icon:`fa-share-alt` :guilabel:`Share` icon. This reveals a menu. Slide the toggle button labeled :guilabel:`Share to Web` to read :guilabel:`Article Published`." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:-1 msgid "View of a knowledge article focused on sharing and publishing options." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:131 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:134 msgid "Solve tickets with a clipboard box" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:133 -msgid "*Clipboard* boxes can be added to *Knowledge* articles to allow content to be reused, copied, sent as messages, or added to the description on a ticket. This allows teams to maintain consistency when answering customer tickets, and minimize the amount of time spent on responding to repeat questions." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:136 +msgid "*Clipboard* boxes can be added to **Knowledge** articles to allow content to be reused, copied, sent as messages, or added to the description on a ticket. This allows teams to maintain consistency when answering customer tickets, and minimize the amount of time spent on responding to repeat questions." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:138 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:141 msgid "Add clipboard boxes to articles" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:140 -msgid "To create a clipboard box, go to :menuselection:`Knowledge app --> Help`. Click on an existing nested article or create a new one by clicking the :guilabel:`➕ (plus sign)` icon next to *Help*." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:143 +msgid "To create a clipboard box, go to :menuselection:`Knowledge app --> Help`. Click on an existing nested article or create a new one by clicking the |plus| next to *Help*." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:143 -msgid "Type `/` to open the *powerbox*, and view a drop-down list of :doc:`commands <../../../productivity/knowledge/articles_editing>`. Select or type `clipboard`. A gray block is then added to the page. Add any necessary content to this block." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:146 +msgid "Type :kbd:`/` to open the *powerbox*, and view a drop-down list of :doc:`commands <../../../productivity/knowledge/articles_editing>`. Select or type :kbd:`clipboard`. A gray block is then added to the page. Add any necessary content to this block." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:-1 msgid "View of a clipboard in knowledge with focus on send and copy options." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:152 -msgid "Clipboard boxes only display the :guilabel:`Use as description` or :guilabel:`Send as Message` options if they are accessed directly from the *Helpdesk*." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:154 +msgid "Clipboard boxes only display the :guilabel:`Use as description` or :guilabel:`Send as Message` options if they are accessed directly from the **Helpdesk**." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:156 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:158 msgid "Use clipboard boxes in tickets" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:158 -msgid "Clipboard boxes can be used to respond directly to a *Helpdesk* ticket as a message, or to add information to the ticket's description." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:160 +msgid "Clipboard boxes can be used to respond directly to a **Helpdesk** ticket as a message, or to add information to the ticket's description." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:161 -msgid "To use clipboard boxes in a *Helpdesk* ticket, first, open a ticket, either from the :guilabel:`Helpdesk` dashboard or by going to :menuselection:`Helpdesk app --> Tickets --> All Tickets` and selecting a ticket from the list." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:163 +msgid "To use clipboard boxes in a **Helpdesk** ticket, first, open a ticket, either from the :guilabel:`Helpdesk` dashboard or by going to :menuselection:`Helpdesk app --> Tickets --> All Tickets` and selecting a ticket from the list." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:165 -msgid "Click on the :guilabel:`Knowledge (bookmark)` icon in the top-right corner. This opens a search window. In this search window, select, or search, for the desired article. Doing so reveals that article page in the Odoo *Knowledge* application." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:167 +msgid "Click on the :guilabel:`Knowledge (bookmark)` icon in the top-right corner. This opens a search window. In this search window, select, or search, for the desired article. Doing so reveals that article page in the Odoo **Knowledge** application." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:169 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:171 msgid "To use a clipboard box to respond to a ticket, click :guilabel:`Send as message` in the upper-right corner of the clipboard box, located in the body of the article." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:172 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:174 msgid "Doing so opens a :guilabel:`Compose Email` pop-up window. In this window, select the recipients, make any necessary additions or edits to the clipboard content, then click :guilabel:`Send`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:176 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:178 msgid "To use a clipboard box to add information to a ticket's description, click :guilabel:`Use as description` in the upper-right corner of the clipboard box, located in the body of the article. Doing so does **not** replace the existing text in a ticket's description. The content from the clipboard box is added as additional text." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:184 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:186 msgid "Community Forum" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:186 -msgid "A *Community Forum* provides a space for customers to answer each other's questions and share information. By integrating a forum with a *Helpdesk* team, tickets submitted by customers can be converted to posts and shared." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:188 +msgid "A *Community Forum* provides a space for customers to answer each other's questions and share information. By integrating a forum with a **Helpdesk** team, tickets submitted by customers can be converted to posts and shared." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:191 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:193 msgid "Enable forums on a Helpdesk team" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:193 -msgid "To enable :guilabel:`Community Forums` on a *Helpdesk* team, start by navigating to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <../../helpdesk>`." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:195 +msgid "To enable :guilabel:`Community Forums` on a **Helpdesk** team, start by navigating to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <../../helpdesk>`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:197 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:199 msgid "Selecting or creating a team reveals that team's detail form. Scroll down to the :guilabel:`Help Center` section of features, and enable :guilabel:`Community Forum`, by checking the box beside it." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:200 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:202 msgid "When activated, a new field labeled :guilabel:`Forums` appears beneath." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:202 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:204 msgid "Click the empty :guilabel:`Forums` field to reveal a drop-down menu. By default, there is only one option to begin with, labeled :guilabel:`Help`. That is the option Odoo automatically created when the :guilabel:`Community Forums` feature was enabled. Select :guilabel:`Help` from the drop-down menu to enable that forum." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:207 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:209 msgid "To create a new forum, type a name into the blank :guilabel:`Forums` field, then click the :guilabel:`Create and Edit` option. Multiple forums can be selected in this field." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:211 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:213 msgid ":doc:`Forum documentation <../../../websites/forum>`" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:214 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:216 msgid "Create a forum post from a Helpdesk ticket" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:216 -msgid "When a *Helpdesk* team has a *Forum* enabled, tickets submitted to that team can be converted to forum posts." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:218 +msgid "When a **Helpdesk** team has a *Forum* enabled, tickets submitted to that team can be converted to forum posts." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:219 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:221 msgid "To do that, select a ticket, either from a team's pipeline or from :menuselection:`Tickets --> All Tickets` in the :guilabel:`Helpdesk` application." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:222 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:224 msgid "At the top of the ticket detail form, click the :guilabel:`Share on Forum` button." msgstr "" @@ -1533,75 +1585,103 @@ msgstr "" msgid "Overview of the Forums page of a website to show the available ones in Odoo Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:228 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:229 msgid "When clicked, a pop-up window appears. Here, the :guilabel:`Forum` post and :guilabel:`Title` can be edited to correct any typos, or modified to remove any proprietary or client information." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:231 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:232 msgid ":guilabel:`Tags` can also be added to help organize the post in the forum, making it easier for users to locate during a search. When all adjustments have been made, click :guilabel:`Create and View Post`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:236 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:237 +msgid "Create a Helpdesk ticket from a forum post" +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/help_center.rst:239 +msgid "Forum posts submitted by portal users can be converted to **Helpdesk** tickets." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/help_center.rst:241 +msgid "To create a ticket, navigate to a forum post, and click the :icon:`fa-ellipsis-h` :guilabel:`(ellipsis)` icon. Then, click :guilabel:`Create Ticket`." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/help_center.rst:-1 +msgid "A forum post with the create ticket option visible." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/help_center.rst:247 +msgid "This opens a :guilabel:`Create Ticket` pop-up. Make any necessary edits to the :guilabel:`Create Ticket` field. Then, confirm the :guilabel:`Helpdesk Team` the ticket should be assigned to." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/help_center.rst:250 +msgid "Click :guilabel:`Create & View Ticket` or :guilabel:`Create Ticket`." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/help_center.rst:253 +msgid "The original forum post is linked in the chatter on the new ticket." +msgstr "" + +#: ../../content/applications/services/helpdesk/overview/help_center.rst:256 msgid "eLearning" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:238 -msgid "Odoo *eLearning* courses offer customers additional training and content in the form of videos, presentations, and certifications/quizzes. Providing additional training enables customers to work through issues and find solutions on their own. They can also develop a deeper understanding of the services and products they are using." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:258 +msgid "Odoo **eLearning** courses offer customers additional training and content in the form of videos, presentations, and certifications/quizzes. Providing additional training enables customers to work through issues and find solutions on their own. They can also develop a deeper understanding of the services and products they are using." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:244 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:264 msgid "Enable eLearning courses on a Helpdesk team" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:246 -msgid "To enable *eLearning* courses on a *Helpdesk* team, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <../../helpdesk>`." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:266 +msgid "To enable **eLearning** courses on a **Helpdesk** team, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and select a team, or create a :doc:`new one <../../helpdesk>`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:249 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:269 msgid "On the team's settings page, scroll to the :guilabel:`Help Center` section, and check the box next to :guilabel:`eLearning`. A new field appears below, labeled :guilabel:`Courses`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:252 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:272 msgid "Click the empty field next to :guilabel:`Courses` beneath the :guilabel:`eLearning` feature to reveal a drop-down menu. Select an available course from the drop-down menu, or type a title into the field, and click :guilabel:`Create and edit` to create a new course from this page. Multiple courses can be assigned to a single team." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:258 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:278 msgid "Create an eLearning course" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:260 -msgid "A new *eLearning* course can be created from the :guilabel:`Helpdesk` team's settings page, as in the step above, or from the *eLearning* app." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:280 +msgid "A new **eLearning** course can be created from the :guilabel:`Helpdesk` team's settings page, as in the step above, or from the **eLearning** app." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:263 -msgid "To create a course directly through the *eLearning* application, navigate to :menuselection:`eLearning --> New`. This reveals a blank course template that can be customized and modified as needed." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:283 +msgid "To create a course directly through the **eLearning** application, navigate to :menuselection:`eLearning --> New`. This reveals a blank course template that can be customized and modified as needed." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:267 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:287 msgid "On the course template page, add a :guilabel:`Course Title`, and below that, :guilabel:`Tags`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:269 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:289 msgid "Click on the :guilabel:`Options` tab." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:271 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:291 msgid "Under :guilabel:`Access Rights`, select which users are able to view and enroll in the course." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:273 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:293 msgid "The :guilabel:`Show Course To` field defines who can access the courses. The :guilabel:`Enroll Policy` field specifies how they can register for the course." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:276 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:296 msgid "Under :guilabel:`Display`, choose the preferred course :guilabel:`Type`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:279 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:299 msgid "Add content to an eLearning course" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:281 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:301 msgid "To add content to a course, click the :guilabel:`Content` tab and select :guilabel:`Add Content`. Choose the :guilabel:`Content Type` from the drop-down menu and upload the file, or paste the link, where instructed. Click :guilabel:`Save` when finished. Click :guilabel:`Add Section` to organize the course in sections." msgstr "" @@ -1609,59 +1689,59 @@ msgstr "" msgid "View of a course being published for Odoo Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:291 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:310 msgid "In order to add a certification to a course, go to :menuselection:`eLearning --> Configuration --> Settings`, check the box labeled :guilabel:`Certifications`, and :guilabel:`Save` to activate the setting." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:296 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:315 msgid "`Odoo Tutorials: eLearning `_" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:299 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:318 msgid "Publish an eLearning course" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:301 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:320 msgid "To allow customers to enroll in a course, both the course and the contents **must** be published." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:304 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:323 msgid "If the course is published, but the contents of the course are **not** published, customers can enroll in the course on the website, but they are **not** able to view any of the course content. Knowing this, it may be beneficial to publish the course first, if the course contents are intended to be released over time, such as classes with a weekly schedule." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:309 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:328 msgid "To make the entire course available at once, each piece of course content must be published first, then the course can be published." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:312 -msgid "To publish a course, choose a course from the *eLearning* dashboard. On the course template page, click the :guilabel:`Go to Website` smart button." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:331 +msgid "To publish a course, choose a course from the **eLearning** dashboard. On the course template page, click the :guilabel:`Go to Website` smart button." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:315 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:334 msgid "This will reveal the front end of the course's web page. At the top of the course web page, move the :guilabel:`Unpublished` toggle switch to :guilabel:`Published`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:319 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:338 msgid "Publish eLearning course contents from the back-end" msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:321 -msgid "To publish *eLearning* course content from the back-end, choose a course from the *eLearning* dashboard. On the course template page, click the :guilabel:`Published Contents` smart button." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:340 +msgid "To publish **eLearning** course content from the back-end, choose a course from the **eLearning** dashboard. On the course template page, click the :guilabel:`Published Contents` smart button." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:324 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:343 msgid "Doing so reveals a separate page displaying all the published content related to that course. Remove the default :guilabel:`Published` filter from the search bar in the upper-right corner, to reveal all the content related to the course - even the non-published content." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:328 -msgid "Click the :guilabel:`≣ (bars)` icon in the upper-right corner, directly beneath the search bar to switch to list view." +#: ../../content/applications/services/helpdesk/overview/help_center.rst:347 +msgid "Click the :icon:`oi-view-list` :guilabel:`(list)` icon to switch to list view." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:331 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:349 msgid "While in list view, there is a checkbox on the far-left of the screen, above the listed courses, to the left of the :guilabel:`Title` column title. When that checkbox is clicked, all the course contents are selected at once." msgstr "" -#: ../../content/applications/services/helpdesk/overview/help_center.rst:335 +#: ../../content/applications/services/helpdesk/overview/help_center.rst:353 msgid "With all the course content selected, click any of the boxes in the :guilabel:`Is Published` column. This reveals a pop-up window, asking for confirmation that all selected records are intended to be published. Click :guilabel:`Confirm` to automatically publish all course content." msgstr "" @@ -1804,7 +1884,7 @@ msgid "Receiving tickets" msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:5 -msgid "Odoo *Helpdesk* offers multiple channels where customers can reach out for assistance, such as email, live chat, and through a website's submission form. The variety of these contact options provides customers with multiple opportunities to receive support quickly while also allowing the support team to manage multi-channel support tickets from one central location." +msgid "Odoo's **Helpdesk** app offers multiple channels where customers can reach out for assistance, such as email, live chat, and through a website's submission form. The variety of these contact options provides customers with multiple opportunities to receive support quickly while also allowing the support team to manage multi-channel support tickets from one central location." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:11 @@ -1844,11 +1924,11 @@ msgid "The following steps are for **Odoo Online** and **Odoo.sh** databases. Fo msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:34 -msgid "When a new *Helpdesk* team is created, an email alias is created for it. This alias can be changed on the team's settings page." +msgid "When a new **Helpdesk** team is created, an email alias is created for it. This alias can be changed on the team's settings page." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:37 -msgid "To change a *Helpdesk* team's email alias, navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and click on a team name to open its settings page." +msgid "To change a **Helpdesk** team's email alias, navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and click on a team name to open its settings page." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:40 @@ -1860,36 +1940,36 @@ msgid "View of the settings page of a Helpdesk team emphasizing the email alias "Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:49 -msgid "Custom email domains are **not** required in order to use an email alias, however, they can be configured through the *Settings* app." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:48 +msgid "Custom email domains are **not** required in order to use an email alias, however, they can be configured through the **Settings** app." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:52 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:51 msgid "If the database does not have a custom domain already configured, click :guilabel:`Set an Alias Domain` to be redirected to the :guilabel:`Settings` page. From there, enable :guilabel:`Custom Email Servers`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:56 -msgid "When an email is received, the subject line becomes the title of a new *Helpdesk* ticket. The body of the email is also added to the ticket, under the :guilabel:`Description` tab, and in the ticket's chatter." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:55 +msgid "When an email is received, the subject line becomes the title of a new **Helpdesk** ticket. The body of the email is also added to the ticket, under the :guilabel:`Description` tab, and in the ticket's chatter." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:63 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:62 msgid "Live Chat" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:65 -msgid "The *Live Chat* feature lets website visitors connect directly with a support agent or chatbot. *Helpdesk* tickets can be instantly created during these conversations using the :doc:`response command ` `/ticket`." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:64 +msgid "The **Live Chat** feature lets website visitors connect directly with a support agent or chatbot. **Helpdesk** tickets can be instantly created during these conversations using the :doc:`response command ` `/ticket`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:69 -msgid "To enable *Live Chat*, navigate to the :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` list view, select a team, and on the team's settings page, click the checkbox next to :guilabel:`Live Chat`, under the :guilabel:`Channels` section." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:68 +msgid "To enable **Live Chat**, navigate to the :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` list view, select a team, and on the team's settings page, click the checkbox next to :guilabel:`Live Chat`, under the :guilabel:`Channels` section." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:74 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:73 msgid "If this is the first time :doc:`Live Chat ` has been enabled on the database, the page may need to be saved manually and refreshed before any further steps can be taken." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:78 -msgid "After the :guilabel:`Live Chat` setting is enabled on a *Helpdesk* team, a new *Live Chat* channel is created. Click on :guilabel:`Configure Live Chat Channel` to update the channel's settings." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:77 +msgid "After the :guilabel:`Live Chat` setting is enabled on a **Helpdesk** team, a new **Live Chat** channel is created. Click on :guilabel:`Configure Live Chat Channel` to update the channel's settings." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:82 @@ -1897,11 +1977,11 @@ msgid "Live Chat channel configuration" msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:84 -msgid "On the channel's settings page, :guilabel:`Channel Name` can be edited, though, Odoo names the channel to match the *Helpdesk* team name, by default." +msgid "On the channel's settings page, :guilabel:`Channel Name` can be edited, though, Odoo names the channel to match the **Helpdesk** team name, by default." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:88 -msgid "If a *Helpdesk* team is named `Customer Care`, a *Live Chat* channel is created called `Customer Care`." +msgid "If a **Helpdesk** team is named `Customer Care`, a **Live Chat** channel is created called `Customer Care`." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0 @@ -1909,55 +1989,55 @@ msgstr "" msgid "View of the Kanban cards for the available Live Chat channels." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:95 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:94 msgid "On the channel form, navigate through the tabs to complete the setup." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:98 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:97 msgid "Operators tab" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:100 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:99 msgid "*Operators* are the users who act as agents and respond to live chat requests from customers. The user who created the live chat channel is added by default." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:103 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:102 msgid "To add additional users, click on the :guilabel:`Operators` tab, then click :guilabel:`Add`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:106 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:104 msgid "Click the checkbox next to the users to be added on the :guilabel:`Add: Operators` pop-up window that appears, then click :guilabel:`Select`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:109 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:107 msgid "Click :guilabel:`New` to create new operators, if needed." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:111 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:109 msgid "When the desired addition is complete, click :guilabel:`Save & Close`, or :guilabel:`Save & New` to add multiple new operators." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:115 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:113 msgid "Creating a new user can impact the status of an Odoo subscription, as the total number of users in a database counts towards the billing rate. Proceed with caution before creating a new user. If a user already exists, adding them as an operator will **not** alter the subscription or billing rate for a database." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:120 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:118 msgid "Additionally, current operators can be edited or removed by clicking on their respective boxes in the :guilabel:`Operators` tab, and then adjusting their form values on the pop-up form that appears, or by using one of the buttons located at the bottom of the form, such as :guilabel:`Remove`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:125 -msgid "Users can add themselves as an operator by clicking the :guilabel:`Join Channel` button on a *Live Chat* channel." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:123 +msgid "Users can add themselves as an operator by clicking the :guilabel:`Join Channel` button on a **Live Chat** channel." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0 msgid "View of a live chat channel Kanban card with the join button emphasized." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:133 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:130 msgid "Options tab" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:135 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:132 msgid "The :guilabel:`Options` tab contains the visual and text settings for the live chat window." msgstr "" @@ -1965,151 +2045,151 @@ msgstr "" msgid "View of the options tab of a Live Chat channel's settings." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:141 -msgid ":guilabel:`Notification Text`: this field updates the greeting displayed in the text bubble when the live chat button appears on the website." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:137 +msgid ":guilabel:`Notification Text`: This field updates the greeting displayed in the text bubble when the live chat button appears on the website." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:144 -msgid ":guilabel:`Livechat Button Color`: this field alters the color of the live chat button as it appears on the website. To change the color, click on a color bubble to open the color selection window, then click and drag the circle along the color gradient. Click out of the selection window once complete. Click the refresh icon to the right of the color bubbles to reset the colors to the default selection." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:140 +msgid ":guilabel:`Livechat Button Color`: This field alters the color of the live chat button as it appears on the website. To change the color, click on a color bubble to open the color selection window, then click and drag the circle along the color gradient. Click out of the selection window once complete. Click the refresh icon to the right of the color bubbles to reset the colors to the default selection." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:150 -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:181 -msgid ":guilabel:`Show`: the chat button displays on the selected page." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:146 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:177 +msgid ":guilabel:`Show`: The chat button displays on the selected page." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:151 -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:183 -msgid ":guilabel:`Show with notification`: the chat button is displayed, with the addition of the :guilabel:`Notification text` from the :guilabel:`Options` tab." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:147 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:179 +msgid ":guilabel:`Show with notification`: The chat button is displayed, with the addition of the :guilabel:`Notification text` from the :guilabel:`Options` tab." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:153 -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:186 -msgid ":guilabel:`Open automatically`: the chat button is displayed, and automatically opens the chat window after a designated amount of time. The amount of time is designated in the :guilabel:`Open automatically timer` field, which appears only when this display option is selected." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:149 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:182 +msgid ":guilabel:`Open automatically`: The chat button is displayed, and automatically opens the chat window after a designated amount of time. The amount of time is designated in the :guilabel:`Open automatically timer` field, which appears only when this display option is selected." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:156 -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:190 -msgid ":guilabel:`Hide`: the chat button is hidden from display on the webpage." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:152 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:186 +msgid ":guilabel:`Hide`: The chat button is hidden from display on the webpage." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:159 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:155 msgid "Color selection, for the button or header, can be made manually, or through RGB, HSL, or HEX code selection. Different options are available, depending on the operating system or browser." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:163 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:159 msgid "Channel Rules tab" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:165 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:161 msgid "The :guilabel:`Channel Rules` tab determines when the live chat window opens on the website by logic of when a :guilabel:`URL Regex` action is triggered (e.g., a page visit)." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:169 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:165 msgid "A regex, or regular expression, is sometimes referred to as a rational expression. It is a sequence of characters that specifies a match pattern in text. A match is made within the given range of numbers or for the set of characters." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:173 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:169 msgid "Edit existing rules by selecting them from the :guilabel:`Channel Rules` tab, or create a new rule by clicking :guilabel:`Add a line`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:176 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:172 msgid "Then, proceed to configure the details for how the rule should apply on the pop-up form that appears." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:179 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:175 msgid "Choose how the *Live Chat Button* displays on the webpage." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:192 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:188 msgid "To include a :guilabel:`Chatbot` on this channel, select it from the drop-down menu. If the chatbot should only be active when no operators are available, check the box labeled :guilabel:`Enabled only if no operator`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:197 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:193 msgid "If a :doc:`chatbot ` is added to a live chat channel, a new :guilabel:`Chatbots` smart button appears on the channel settings form. Click here to create and update the chatbot *script*." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:201 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:197 msgid "Each line in the script contains a :guilabel:`Message`, :guilabel:`Step Type`, :guilabel:`Answers`, and conditional *Only If* logic that applies when certain pre-filled answers are chosen." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:205 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:201 msgid "To create more steps in the script, click :guilabel:`Add a line`, and fill out the script steps form, according to the desired logic." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:208 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:204 msgid "Add the URLs for the pages where the channel should appear in the :guilabel:`URL Regex` field. Only the path from the root domain is needed, not the full URL." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:211 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:207 msgid "If this channel should only be available to users in specific countries, add those countries to the :guilabel:`Country` field. If this field is left blank, the channel is available to all site visitors." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:220 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:215 msgid "Widget tab" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:222 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:217 msgid "The :guilabel:`Widget` tab on the live chat channel form offers a website widget that can be added to third-party websites. Additionally, a URL is available, that can provide instant access to a live chat window." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:226 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:221 msgid "The live chat :guilabel:`Widget` can be applied to websites created through Odoo by navigating to the :menuselection:`Website app --> Configuration --> Settings --> Email & Marketing`. Then, scroll to the :guilabel:`Live Chat` field, and select the channel to add to the site. Click :guilabel:`Save` to apply." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:231 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:226 msgid "To add the widget to a website created on a third-party website, click the :guilabel:`Copy` button next to the first listed code, and paste the code into the `` tag on the site." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:234 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:229 msgid "To send a live chat session to a customer or supplier, click the :guilabel:`Copy` button next to the second listed code, and send the URL via email." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:238 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:233 msgid "Create a support ticket from a live chat session" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:240 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:235 msgid "Operators who have joined a live chat channel are able to communicate with site visitors in real-time." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:243 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:238 msgid "During the conversation, an operator can use the shortcut :doc:`command ` `/ticket` to create a ticket without leaving the chat window. The transcript from the conversation is added to the new ticket, under the :guilabel:`Description` tab." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:249 -msgid "*Helpdesk* tickets can also be created through the :doc:`WhatsApp ` app using the same `/ticket` command." +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:244 +msgid "**Helpdesk** tickets can also be created through the :doc:`WhatsApp ` app using the same `/ticket` command." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:255 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:250 msgid "Website Form" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:257 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:252 msgid "Enabling the *Website Form* setting adds a new page to the website with a customizable form. A new ticket is created once the required form fields are filled out and submitted." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:260 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:255 msgid "To activate the website form, navigate to a team's settings page under :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and selecting the desired team from the list." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:263 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:258 msgid "Then, locate the :guilabel:`Website Form` feature, under the :guilabel:`Help Center` section, and check the box." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:266 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:261 msgid "If more than one website is active on the database, confirm the correct website is listed in the :guilabel:`Website` field. If not, select the correct one from the drop-down list." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:269 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:264 msgid "After the feature is activated, click the :guilabel:`Go to Website` smart button at the top of the :guilabel:`Teams` settings page to view and edit the new website form, which is created automatically by Odoo." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:274 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:269 msgid "After enabling the :guilabel:`Website Form` setting, the team's settings page may need to be refreshed before the :guilabel:`Go to Website` smart button appears." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:277 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:272 msgid "Additionally, if a *Help Center* is published, the smart button navigates there first. Simply click the :guilabel:`Contact Us` button, at the bottom of the forum, to navigate to the ticket submission form." msgstr "" @@ -2118,59 +2198,59 @@ msgid "View of the settings page of a helpdesk team emphasizing the Go to Websit "Odoo Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:287 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:281 msgid "Website ticket form customization" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:289 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:283 msgid "To customize the default ticket submission form, while on the website, click the :guilabel:`Edit` button in the upper-right corner of the page. This opens the editing sidebar on the right side. Then, click on one of the fields in the form, on the body of the website, to edit it." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:293 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:287 msgid "To add a new field, go to the :guilabel:`Field` section of the sidebar, and click :guilabel:`+ Field`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:296 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:290 msgid "Click the :guilabel:`🗑️ (trash can)` icon to delete the field, if necessary." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:298 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:292 msgid "Edit the other options for the new field in the sidebar, as desired:" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:300 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:294 msgid ":guilabel:`Type`: matches an Odoo model value to the field (e.g. `Customer Name`)." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:301 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:295 msgid ":guilabel:`Input Type`: determine what type of input the field should be, like `Text`, `Email`, `Telephone`, or `URL`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:303 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:297 msgid ":guilabel:`Label`: give the form field a label (e.g. `Full Name`, `Email Address`, etc.). Also control the label position on the form by using the nested :guilabel:`Position` options." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:305 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:299 msgid ":guilabel:`Description`: determine whether or not to add an editable line under the input box to provide additional contextual information related to the field." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:307 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:301 msgid ":guilabel:`Placeholder`: add a sample input value." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:308 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:302 msgid ":guilabel:`Default Value`: add common use case values that most customers would find valuable. For example, this can include prompts of information customers should include to make it easier to solve their issue, such as an account number, or product number." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:311 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:305 msgid ":guilabel:`Required`: determine whether or not to mark a field as required, in order for the form to be submitted. Toggle the switch from gray to blue." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:313 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:307 msgid ":guilabel:`Visibility`: allow for absolute or conditional visibility of the field. Nested options, such as, device visibility, appear when certain options are selected." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:315 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:309 msgid ":guilabel:`Animation`: choose whether or not the field should include animation." msgstr "" @@ -2178,15 +2258,15 @@ msgstr "" msgid "View of the unpublished website form to submit a ticket for Odoo Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:321 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:315 msgid "Once the form has been optimized, and is ready for public use, click :guilabel:`Save` to apply the changes. Then, publish the form by toggling the :guilabel:`Unpublished` switch to :guilabel:`Published` at the top of the page, if necessary." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:326 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:320 msgid "Prioritizing tickets" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:328 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:322 msgid "All tickets include a :guilabel:`Priority` field. The highest priority tickets appear at the top of the Kanban and list views." msgstr "" @@ -2194,43 +2274,43 @@ msgstr "" msgid "View of a team's Kanban view and the prioritized tasks in Odoo Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:335 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:328 msgid "The priority levels are represented by stars:" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:337 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:330 msgid "0 stars = *Low Priority*" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:338 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:331 msgid "1 star = *Medium Priority*" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:339 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:332 msgid "2 stars = *High Priority*" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:340 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:333 msgid "3 stars = *Urgent*" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:342 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:335 msgid "Tickets are set to low priority (0 stars) by default. To change the priority level, select the appropriate number of stars on the Kanban card, or on the ticket." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:346 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:339 msgid "As priority levels can be used as criteria for assigning :doc:`SLAs `, changing the priority level of a ticket can alter the :abbr:`SLA (Service Level Agreement)` deadline." msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:350 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:343 msgid ":doc:`/applications/services/helpdesk/advanced/close_tickets`" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:351 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:344 msgid ":doc:`../../../general/email_communication`" msgstr "" -#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:352 +#: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:345 msgid ":doc:`/applications/websites/livechat`" msgstr "" @@ -2405,7 +2485,7 @@ msgid "Only one measure may be selected at a time for graphs, but pivot tables c msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:137 -#: ../../content/applications/services/helpdesk/overview/sla.rst:141 +#: ../../content/applications/services/helpdesk/overview/sla.rst:135 msgid "Pivot view" msgstr "" @@ -2418,7 +2498,7 @@ msgid "The pivot view can be accessed on any report by selecting the :icon:`oi-v msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:-1 -#: ../../content/applications/services/helpdesk/overview/sla.rst:151 +#: ../../content/applications/services/helpdesk/overview/sla.rst:144 msgid "View of the SLA status analysis report in Odoo Helpdesk." msgstr "" @@ -2427,7 +2507,7 @@ msgid "To add a group to a row or column to the pivot view, click the :icon:`fa- msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:154 -#: ../../content/applications/services/helpdesk/overview/sla.rst:173 +#: ../../content/applications/services/helpdesk/overview/sla.rst:164 msgid "Graph view" msgstr "" @@ -2465,6 +2545,7 @@ msgid "View of the Ticket analysis report in pie chart view." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:183 +#: ../../content/applications/services/helpdesk/overview/sla.rst:194 msgid "Both the *bar chart* and *line chart* can utilize the *stacked* view option. This presents two or more groups of data on top of each other, instead of next to each other, making it easier to compare data. While viewing either a bar chart or line chart, click the :icon:`fa-database` :guilabel:`(stacked)` icon to toggle the stacked view option on or off." msgstr "" @@ -2524,87 +2605,87 @@ msgstr "" msgid "Service level agreements (SLA)" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:5 -msgid "A *service level agreement* (SLA) defines the level of service a customer can expect from a supplier. :abbr:`SLAs (Service Level Agreements)` provide a timeline that tells customers when they can expect results, and keeps the support team on target." +#: ../../content/applications/services/helpdesk/overview/sla.rst:8 +msgid "A *service level agreement* (SLA) defines the level of support a customer can expect from a service provider. |SLAs| provide a timeline that tells customers when they can expect results and keeps the support team on target." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:10 -msgid "The *SLA Policies* feature is enabled by default on newly created *Helpdesk* teams." +#: ../../content/applications/services/helpdesk/overview/sla.rst:13 +msgid "The *SLA Policies* feature is enabled by default on newly created **Helpdesk** teams." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:12 +#: ../../content/applications/services/helpdesk/overview/sla.rst:15 msgid "To turn off the feature, or edit the working hours, navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Click on a team to open that team's configuration page." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:15 -msgid "From here, scroll to the :guilabel:`Performance` section. To turn off the :abbr:`SLAs (Service Level Agreements)` feature for the team, clear the :guilabel:`SLA Policies` checkbox." +#: ../../content/applications/services/helpdesk/overview/sla.rst:18 +msgid "From here, scroll to the :guilabel:`Performance` section. To turn off the |SLAs| feature for the team, clear the :guilabel:`SLA Policies` checkbox." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:0 msgid "View of a team page in Helpdesk focusing on the SLA Policies setting." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:23 +#: ../../content/applications/services/helpdesk/overview/sla.rst:25 msgid "Create a new SLA policy" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:25 +#: ../../content/applications/services/helpdesk/overview/sla.rst:27 msgid "To create a new policy, go to :menuselection:`Helpdesk app --> Configuration --> SLA Policies`, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:28 +#: ../../content/applications/services/helpdesk/overview/sla.rst:30 msgid "Alternatively, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and click on a team. Then, click the :guilabel:`SLA Policies` smart button at the top of the team's settings page, and click :guilabel:`New`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:32 -msgid "On the blank :abbr:`SLA (Service Level Agreement)` policy form, enter a :guilabel:`Title` and a :guilabel:`Description` for the new policy, and proceed to fill out the form using the steps below." +#: ../../content/applications/services/helpdesk/overview/sla.rst:34 +msgid "On the blank |SLA| policy form, enter a :guilabel:`Title` and a :guilabel:`Description` for the new policy, and proceed to fill out the form using the steps below." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:36 +#: ../../content/applications/services/helpdesk/overview/sla.rst:38 msgid "Define the criteria for an SLA policy" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:38 +#: ../../content/applications/services/helpdesk/overview/sla.rst:40 msgid "The :guilabel:`Criteria` section is used to identify which tickets this policy is applied to." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:40 +#: ../../content/applications/services/helpdesk/overview/sla.rst:42 msgid "Fill out the following fields to adjust the selection criteria:" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:43 +#: ../../content/applications/services/helpdesk/overview/sla.rst:45 msgid "Unless otherwise indicated, multiple selections can be made for each field." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:45 -msgid ":guilabel:`Helpdesk Team`: a policy can only be applied to one team. *This field is required.*" +#: ../../content/applications/services/helpdesk/overview/sla.rst:47 +msgid ":guilabel:`Helpdesk Team`: A policy can only be applied to one team. *This field is required.*" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:46 -msgid ":guilabel:`Priority`: the priority level for a ticket is identified by selecting one, two, or three of the :guilabel:`⭐ (star)` icons, representing the priority level on the Kanban card or on the ticket itself. The :abbr:`SLA (Service Level Agreement)` is **only** applied after the priority level has been updated on the ticket to match the :abbr:`SLA (Service Level Agreement)` criteria. If no selection is made in this field, this policy only applies to tickets marked as `Low Priority`, meaning those with zero :guilabel:`⭐ (star)` icons." +#: ../../content/applications/services/helpdesk/overview/sla.rst:48 +msgid ":guilabel:`Priority`: The priority level for a ticket is identified by selecting one, two, or three of the :icon:`fa-star-o` :guilabel:`(star)` icons, representing the priority level on the Kanban card or on the ticket itself. The |SLA| is **only** applied after the priority level has been updated on the ticket to match the |SLA| criteria. If no selection is made in this field, this policy only applies to tickets marked as `Low Priority`, meaning those with zero :icon:`fa-star-o` :guilabel:`(star)` icons." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:52 -msgid ":guilabel:`Tags`: tags are used to indicate what the ticket is about. Multiple tags can be applied to a single ticket." +#: ../../content/applications/services/helpdesk/overview/sla.rst:54 +msgid ":guilabel:`Tags`: Tags are used to indicate what the ticket is about. Multiple tags can be applied to a single ticket." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:54 -msgid ":guilabel:`Customers`: individual contacts or companies may be selected in this field." +#: ../../content/applications/services/helpdesk/overview/sla.rst:56 +msgid ":guilabel:`Customers`: Individual contacts or companies may be selected in this field." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:55 -msgid ":guilabel:`Sales Order Items`: this field is available only if a team has the *Timesheets* app enabled. This allows the ticket to link directly to a specific line on a sales order, which must be indicated on the ticket in the :guilabel:`Sales Order Items` field." +#: ../../content/applications/services/helpdesk/overview/sla.rst:57 +msgid ":guilabel:`Services`: This field is available only if a team has the **Timesheets** app enabled. This allows the ticket to link directly to a specific line on a sales order, which must be indicated on the ticket in the :guilabel:`Sales Order Items` field." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:60 +#: ../../content/applications/services/helpdesk/overview/sla.rst:62 msgid "A support team needs to address urgent issues for VIP customers within one business day." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:62 -msgid "The new policy, titled `8 Hours to close`, is assigned to the `VIP Support` team. It **only** applies to tickets that are assigned three :guilabel:`⭐ (star)` icons, which equates to an `Urgent` priority level." +#: ../../content/applications/services/helpdesk/overview/sla.rst:64 +msgid "The new policy, titled `8 Hours to close`, is assigned to the `VIP Support` team. It **only** applies to tickets that are assigned three :icon:`fa-star-o` :guilabel:`(star)` icons, which equates to an `Urgent` priority level." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:66 +#: ../../content/applications/services/helpdesk/overview/sla.rst:68 msgid "At the same time, the tickets can be related to multiple issues, so the policy applies to tickets with `Repair`, `Service`, or `Emergency` tags." msgstr "" @@ -2612,111 +2693,111 @@ msgstr "" msgid "View of a new SLA policy record with all the relevant information entered." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:74 +#: ../../content/applications/services/helpdesk/overview/sla.rst:75 msgid "Establish a target for an SLA policy" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:76 -msgid "A *target* is the stage a ticket needs to reach, and the time allotted to reach that stage, in order to satisfy the :abbr:`SLA (Service Level Agreement)` policy. Any stage assigned to a team may be selected for the :guilabel:`Reach Stage` field." +#: ../../content/applications/services/helpdesk/overview/sla.rst:77 +msgid "A *target* is the stage a ticket needs to reach, and the time allotted to reach that stage, in order to satisfy the |SLA| policy. Any stage assigned to a team may be selected for the :guilabel:`Reach Stage` field." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:80 -msgid "Time spent in stages selected in the :guilabel:`Excluding Stages` field are **not** included in the calculation of the :abbr:`SLA (Service Level Agreement)` deadline." +#: ../../content/applications/services/helpdesk/overview/sla.rst:81 +msgid "Time spent in stages selected in the :guilabel:`Excluding Stages` field are **not** included in the calculation of the |SLA| deadline." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:84 -msgid "An :abbr:`SLA (Service Level Agreement)` titled `8 Hours to Close` tracks the working time before a ticket is completed, and would have `Solved` as the :guilabel:`Reach Stage`. Simultaneously, an :abbr:`SLA (Service Level Agreement)` titled `2 Days to Start` tracks the working time before work on a ticket has begun, and would have `In Progress` as the :guilabel:`Reach Stage`." +#: ../../content/applications/services/helpdesk/overview/sla.rst:85 +msgid "An |SLA| titled `8 Hours to Close` tracks the working time before a ticket is completed, and would have `Solved` as the :guilabel:`Reach Stage`. Simultaneously, an |SLA| titled `2 Days to Start` tracks the working time before work on a ticket has begun, and would have `In Progress` as the :guilabel:`Reach Stage`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:90 +#: ../../content/applications/services/helpdesk/overview/sla.rst:91 msgid "Meet SLA deadlines" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:92 -msgid "As soon as it is determined that a ticket fits the criteria of an :abbr:`SLA (Service Level Agreement)` policy, a deadline is calculated. The deadline is based on the creation date of the ticket, and the targeted working hours." +#: ../../content/applications/services/helpdesk/overview/sla.rst:93 +msgid "As soon as it is determined that a ticket fits the criteria of an |SLA| policy, a deadline is calculated. The deadline is based on the creation date of the ticket, as well as the targeted working hours." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:97 -msgid "The value indicated next to the :guilabel:`Working Hours` field of an :abbr:`SLA (Service Level Agreement)` policy is used to determine the deadline. By default, this is determined by the value set in the :guilabel:`Company Working Hours` field under :menuselection:`Settings app --> Employees --> Work Organization`." +#: ../../content/applications/services/helpdesk/overview/sla.rst:98 +msgid "The value indicated next to the :guilabel:`Working Hours` field of an |SLA| policy is used to determine the deadline. By default, this is determined by the value set in the :guilabel:`Company Working Hours` field under :menuselection:`Settings app --> Employees --> Work Organization`." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:102 -msgid "The deadline is then added to the ticket, as well as a tag indicating the name of the :abbr:`SLA (Service Level Agreement)` applied." +msgid "The deadline is then added to the ticket, as well as a tag indicating the name of the |SLAs| applied." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:-1 msgid "View of a ticket's form emphasizing an open SLA deadline on a ticket in Odoo Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:109 -msgid "When a ticket satisfies an :abbr:`SLA (Service Level Agreement)` policy, the :abbr:`SLA (Service Level Agreement)` tag turns green, and the deadline disappears from view on the ticket." +#: ../../content/applications/services/helpdesk/overview/sla.rst:108 +msgid "When a ticket satisfies an |SLA| policy, the |SLA| tag turns green, and the deadline disappears from view on the ticket." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:-1 msgid "View of a ticket's form emphasizing a satisfied SLA in Odoo Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:117 -msgid "If a ticket fits the criteria for more than one :abbr:`SLA (Service Level Agreement)`, the earliest occurring deadline is displayed on the ticket. After that deadline has passed, the next deadline is displayed." +#: ../../content/applications/services/helpdesk/overview/sla.rst:115 +msgid "If a ticket fits the criteria for more than one |SLA|, the earliest occurring deadline is displayed on the ticket. After that deadline has passed, the next deadline is displayed." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:121 -msgid "If the :abbr:`SLA (Service Level Agreement)` deadline passes and the ticket has not moved to the :guilabel:`Reach Stage`, the :abbr:`SLA (Service Level Agreement)` tag turns red. After the :abbr:`SLA (Service Level Agreement)` has failed, the red tag stays on the ticket, even after the ticket is moved to the :guilabel:`Reach Stage`." +#: ../../content/applications/services/helpdesk/overview/sla.rst:118 +msgid "If the |SLA| deadline passes and the ticket has not moved to the :guilabel:`Reach Stage`, the |SLA| tag turns red. After the |SLA| has failed, the red tag stays on the ticket, even after the ticket is moved to the :guilabel:`Reach Stage`." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:-1 msgid "View of a ticket's form with a failing and passing SLA in Odoo Helpdesk." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:133 +#: ../../content/applications/services/helpdesk/overview/sla.rst:128 msgid "Analyze SLA performance" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:135 -msgid "The :guilabel:`SLA Status Analysis` report tracks how quickly an :abbr:`SLA (Service Level Agreement)` is fulfilled, as well as the performance of individual team members. Navigate to the report, and corresponding pivot table, by going to :menuselection:`Helpdesk app --> Reporting --> SLA Status Analysis`." +#: ../../content/applications/services/helpdesk/overview/sla.rst:130 +msgid "The :guilabel:`SLA Status Analysis` report tracks how quickly an |SLA| is fulfilled, as well as the performance of individual team members. Navigate to the report, and corresponding pivot table, by going to :menuselection:`Helpdesk app --> Reporting --> SLA Status Analysis`." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:143 -msgid "By default, the report displays in a :guilabel:`Pivot` view. Any :abbr:`SLA (Service Level Agreement)` policies in the database with tickets that failed to fulfill a policy, are in progress, or have satisfied a policy are listed. By default, they are grouped by team and ticket count." +#: ../../content/applications/services/helpdesk/overview/sla.rst:137 +msgid "By default, the report displays in a :guilabel:`Pivot` view. Any |SLA| policies in the database with tickets that failed to fulfill a policy, are in progress, or have satisfied a policy are listed. By default, they are grouped by team and ticket count." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:151 +#: ../../content/applications/services/helpdesk/overview/sla.rst:144 msgid "The pivot view aggregates data, which can be manipulated by adding measures and filters." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:153 +#: ../../content/applications/services/helpdesk/overview/sla.rst:146 msgid "To change the display, or add additional measurements, click the :guilabel:`Measures` button to reveal a drop-down menu of reporting criteria, and choose from the options available." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:156 -msgid "Whenever a measurement is picked, a :guilabel:`✔️ (checkmark)` icon appears in the drop-down menu to indicate that the measurement is included, and a corresponding new column emerges in the pivot table to show the relevant calculations." +#: ../../content/applications/services/helpdesk/overview/sla.rst:149 +msgid "Whenever a measurement is picked, a :icon:`fa-check` :guilabel:`(check)` icon appears in the drop-down menu to indicate that the measurement is included, and a corresponding new column emerges in the pivot table to show the relevant calculations." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:-1 msgid "View of the available measures in the SLA status analysis report." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:164 -msgid "To add a group to a row or column, click the :guilabel:`➕ (plus)` icon next to the policy name and then select one of the groups. To remove one, click the :guilabel:`➖ (minus)` icon next to the policy name." +#: ../../content/applications/services/helpdesk/overview/sla.rst:156 +msgid "To add a group to a row or column, click the :icon:`fa-plus-square` :guilabel:`(plus)` icon next to the policy name and then select one of the groups. To remove one, click the :icon:`fa-minus-square-o` :guilabel:`(minus)` icon next to the policy name." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:-1 msgid "View of the available group by options in the SLA status analysis report." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:175 -msgid "The :guilabel:`SLA Status Analysis` report can also be viewed as a :guilabel:`Bar Chart`, :guilabel:`Line Chart`, or :guilabel:`Pie Chart`. Toggle between these views by first selecting the :guilabel:`Graph` button at the top-right of the dashboard. Then, select the appropriate chart icon at the top-left of the graph." +#: ../../content/applications/services/helpdesk/overview/sla.rst:166 +msgid "Switch to the graph view by selecting the :icon:`fa-area-chart` :guilabel:`(graph view)` icon at the top of the screen. To switch between the different charts, select the *related icon* at the top of the chart, while in graph view." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:182 +#: ../../content/applications/services/helpdesk/overview/sla.rst:172 msgid "Bar Chart" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:188 +#: ../../content/applications/services/helpdesk/overview/sla.rst:177 msgid "A bar chart can deal with larger data sets and compare data across several categories." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:190 +#: ../../content/applications/services/helpdesk/overview/sla.rst:179 msgid "Line Chart" msgstr "" @@ -2724,11 +2805,11 @@ msgstr "" msgid "View of the SLA status analysis report in line view." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:196 +#: ../../content/applications/services/helpdesk/overview/sla.rst:184 msgid "A line chart can visualize data trends or changes over time." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:198 +#: ../../content/applications/services/helpdesk/overview/sla.rst:186 msgid "Pie Chart" msgstr "" @@ -2736,39 +2817,35 @@ msgstr "" msgid "View of the SLA status analysis report in pie chart view." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:204 +#: ../../content/applications/services/helpdesk/overview/sla.rst:191 msgid "A pie chart compares data among a small number of categories." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:207 -msgid "Both the :guilabel:`Bar Chart` and :guilabel:`Line Chart` views can be :guilabel:`Stacked` by selecting the :guilabel:`Stacked` icon. This displays two or more groups on top of each other instead of next to each other, making it easier to compare data." -msgstr "" - #: ../../content/applications/services/helpdesk/overview/sla.rst:0 msgid "View of the SLA status analysis report in bar view, stacked." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:216 +#: ../../content/applications/services/helpdesk/overview/sla.rst:203 msgid "Cohort view" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:218 -msgid "The :guilabel:`Cohort` view is used to track the changes in data over a period of time. To display the :guilabel:`SLA Status Analysis` report in a :guilabel:`Cohort` view, click the :guilabel:`Cohort` button, represented by :guilabel:`(four cascading horizontal lines)`, in the top-right corner, next to the other view options." +#: ../../content/applications/services/helpdesk/overview/sla.rst:205 +msgid "The *cohort* view is used to track the changes in data over a period of time. To display the :guilabel:`SLA Status Analysis` report in a cohort view, click the :icon:`oi-view-cohort` :guilabel:`(cohort)` icon, next to the other view options." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:227 +#: ../../content/applications/services/helpdesk/overview/sla.rst:212 msgid "View of the SLA status analysis report in cohort view." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:227 +#: ../../content/applications/services/helpdesk/overview/sla.rst:212 msgid "The cohort view examines the life cycle of data over time." msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:230 +#: ../../content/applications/services/helpdesk/overview/sla.rst:215 msgid ":ref:`Reporting views `" msgstr "" -#: ../../content/applications/services/helpdesk/overview/sla.rst:231 +#: ../../content/applications/services/helpdesk/overview/sla.rst:216 msgid ":doc:`Allow customers to close their tickets `" msgstr "" @@ -3356,6 +3433,126 @@ msgstr "" msgid "`Odoo Tutorials: Project and Timesheets `_" msgstr "" +#: ../../content/applications/services/project/project_dashboard.rst:3 +msgid "Project dashboard" +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:5 +msgid "The project dashboard allows you to get a comprehensive overview of your project's status. It displays information such as the total number of tasks, timesheets, and planned hours linked to the project, as well as detailed information about project milestones and its costs and revenues. Within the project dashboard, you can create :guilabel:`Project updates`, which allow you to take a snapshot of the project's status at a certain point in time. As such, it is a crucial tool for effective project management and ensuring that your project stays on track." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:13 +msgid "Using the project dashboard" +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:15 +msgid "To access the project dashboard, open the **Project** app and hover over the desired project’s card. Then, click the :icon:`fa-vertical-ellipsis` (:guilabel:`vertical ellipsis`) icon and select :guilabel:`Dashboard`." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:19 +msgid "The left side of the dashboard displays a list of existing :ref:`project updates `, and the right side provides :ref:`detailed information about records linked to the project `, as well as :ref:`milestones `, :ref:`profitability `, and :ref:`budgets `." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:26 +msgid "The information displayed on the project dashboard varies depending on the applications installed on your database. For example, you will not see information about **Timesheets**, **Planning**, or **Purchase Orders** if the corresponding applications are not installed." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:33 +msgid "Totals smart buttons" +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:35 +msgid "The following smart buttons are displayed on the top left of the project dashboard:" +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:37 +msgid ":guilabel:`Tasks`: the number of completed (i.e., :guilabel:`Done` or :guilabel:`Canceled` :ref:`tasks `) and all tasks, in format completed/all, as well as the entire project's completion percentage estimation." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:40 +msgid ":guilabel:`Timesheets`: the number of hours or days (depending on the **Timesheets** app configuration) linked to the project. This includes all :doc:`timesheets <../timesheets>`, whether or not they have been validated." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:43 +msgid ":guilabel:`Planned`: the number of hours that have been planned for shifts in the **Planning** app. This includes all :doc:`planned shifts <../planning>`, including past shifts and shifts that have not yet been published." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:46 +msgid ":guilabel:`Documents`: number of :doc:`documents <../../productivity/documents>` in the project’s workspace." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:48 +msgid ":guilabel:`Burndown Chart`: click the smart button to access a :doc:`report ` on the status of the project’s tasks over time." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:50 +msgid ":guilabel:`Timesheets and Planning`: click the smart button to access a :doc:`report ` on the project’s timesheets and shifts." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:52 +msgid "**Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales Order Items`, :guilabel:`Purchase Orders`, and more, represent the number of records linked to the project." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:56 +msgid "Use the project dashboard smart buttons to update the project records easily. Click :guilabel:`Timesheets` to validate timesheets, :guilabel:`Planned` to create project planning, :guilabel:`Documents` to view and validate documents, etc." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:63 +msgid "Milestones" +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:65 +msgid "This section is only visible if :doc:`milestones ` have been created for this project. Click :guilabel:`Add Milestone` to create a new milestone. Click a milestone in the checklist to edit it, enable its checkbox to mark it as completed, or click the :icon:`fa-trash` (:guilabel:`trash`) icon to remove it." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:73 +msgid "Profitability" +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:75 +msgid "This section only applies to billable projects and provides a breakdown of project costs and revenues." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:81 +msgid "Budgets" +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:83 +msgid "If a budget has been set for the project, its status and related details are displayed in this section. Click :guilabel:`Add Budget` to create a new budget for the project." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:87 +msgid ":doc:`Analytic accounting ` must be enabled in your database’s **Accounting** application in order for this section to be displayed." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:94 +msgid "Project updates" +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:96 +msgid "Project updates allow you to take a snapshot of the project’s overall status at a given point in time, for example, during a periodic (weekly, bi-weekly, or monthly) review. This allows you to compare specific data points, note any aspects of the project that need improvement, and estimate if the project is on or off track." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:101 +msgid "To create a new project update, go to the project dashboard, click :guilabel:`New`, and fill in the following fields:" +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:104 +msgid ":guilabel:`Status`: Choose between :guilabel:`On Track`, :guilabel:`At Risk`, :guilabel:`Off Track`, :guilabel:`On Hold`, and :guilabel:`Done`. Once the status is set, a color-coded dot is displayed on the project’s Kanban card, allowing the project manager to easily identify which projects need attention." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:108 +msgid ":guilabel:`Progress`: Manually input the completion percentage based on the project's progress." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:109 +msgid ":guilabel:`Date` and :guilabel:`Author`: These fields are automatically filled in with appropriate information based on the user who created the update and the current date." +msgstr "" + +#: ../../content/applications/services/project/project_dashboard.rst:111 +msgid ":guilabel:`Description`: Use this rich-text field to gather notes. Depending on the project configuration (e.g., if the project is billable), this field may be pre-filled with current information on aspects such as profitability, budget, milestones, etc." +msgstr "" + #: ../../content/applications/services/project/project_management.rst:3 msgid "Project management" msgstr "" @@ -3537,42 +3734,46 @@ msgid "Set up task recurrence" msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:21 -msgid "In an existing task, press the :guilabel:`Recurrent` button next to the :guilabel:`Planned date`. Then, configure :guilabel:`Repeat Every` field according to your needs." +msgid "In an existing task, click the :icon:`fa-repeat` (:guilabel:`Recurrent`) button next to the :guilabel:`Deadline` field. Then, configure the :guilabel:`Repeat Every` field according to your needs." msgstr "" -#: ../../content/applications/services/project/tasks/recurring_tasks.rst:24 -msgid "A new task in recurrence will be created once either of this conditions is met: - Previous task in recurrence has been closed. - On the day of the planned recurrence." +#: ../../content/applications/services/project/tasks/recurring_tasks.rst:25 +msgid "A new task in recurrence will be created once the status of the previous task is set to :guilabel:`Done` or :guilabel:`Canceled`." msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:28 -msgid "The new task is created on your project dashboard with the following configuration:" +msgid "The new task is created on the project dashboard with the following configuration:" msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:30 -msgid ":guilabel:`Stage`: first stage of the project dashboard (:guilabel:`New` or equivalent);" +msgid ":guilabel:`Stage`: is set to the first stage of the project dashboard (:guilabel:`New` or equivalent);" msgstr "" -#: ../../content/applications/services/project/tasks/recurring_tasks.rst:31 -msgid ":guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, :guilabel:`Assignees`, :guilabel:`Customer`, :guilabel:`Tags`: copied from the original task;" +#: ../../content/applications/services/project/tasks/recurring_tasks.rst:32 +msgid ":guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, :guilabel:`Assignees`, :guilabel:`Customer`, :guilabel:`Tags`: are copied from the original task;" msgstr "" -#: ../../content/applications/services/project/tasks/recurring_tasks.rst:33 -msgid ":guilabel:`Milestones`, :guilabel:`Deadline`, :guilabel:`Timesheets`, :guilabel:`Chatter`, :guilabel:`Activities`, :guilabel:`Subtasks`: those fields are not copied;" +#: ../../content/applications/services/project/tasks/recurring_tasks.rst:34 +msgid ":guilabel:`Deadline`: is updated based on the :guilabel:`Repeat Every` field (e.g., if the task is set to repeat once a week, 7 days will be added to the deadline);" msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:36 -msgid "A **smart button** on the task displays the total number of existing recurrences." +msgid ":guilabel:`Milestones`, :guilabel:`Timesheets`, :guilabel:`Chatter`, :guilabel:`Activities`, :guilabel:`Subtasks`: are **not** copied from the original task." msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:39 +msgid "Once a recurrence is configured, a **smart button** on the task displays the total number of existing recurrences." +msgstr "" + +#: ../../content/applications/services/project/tasks/recurring_tasks.rst:43 msgid "Edit or stop task recurrence" msgstr "" -#: ../../content/applications/services/project/tasks/recurring_tasks.rst:41 +#: ../../content/applications/services/project/tasks/recurring_tasks.rst:45 msgid "**To edit** the recurrence, open the last task in recurrence. Any changes made on the task will be applied to the tasks that will be created in the future." msgstr "" -#: ../../content/applications/services/project/tasks/recurring_tasks.rst:44 +#: ../../content/applications/services/project/tasks/recurring_tasks.rst:48 msgid "**To stop** the recurrence, open the last task in recurrence and press the :guilabel:`Recurrent` button next to the :guilabel:`Planned date`." msgstr "" @@ -3868,6 +4069,58 @@ msgstr "" msgid ":doc:`Dynamic website content <../../../websites/website/web_design/building_blocks/dynamic_content>`" msgstr "" +#: ../../content/applications/services/project/tasks/task_dependencies.rst:3 +msgid "Task dependencies" +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:5 +msgid "Odoo Project allows you to break down projects into tasks and establish relationships between those tasks to determine the order in which they are executed. Task dependencies ensure that certain tasks begin only after the preceding tasks are completed." +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:9 +msgid "To enable task dependencies in projects, go to :menuselection:`Project --> Configuration --> Settings`, enable :guilabel:`Task Dependencies`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:13 +msgid "Set task dependencies" +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:15 +msgid "Task dependencies can be created from the task form or the project's Gantt view by linking the successor task (i.e., the task blocked by other tasks) to its predecessor task(s) (i.e., the tasks blocking the successor task)." +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:19 +msgid "To create task dependencies from the task form, access the desired task and, in the :guilabel:`Blocked by` tab, click :guilabel:`Add a line`. Click :guilabel:`View` to access the predecessor task. To access the successor tasks from the predecessor task, click the :guilabel:`Blocked Tasks` smart button." +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:24 +msgid "To create a task dependency from the Gantt view, hover your mouse over the predecessor task, then click one of the dots that appear around it. Drag and drop the dot onto the successor task. An arrow appears, indicating the dependency from the predecessor task to the successor." +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:-1 +msgid "Task dependency" +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:32 +msgid "Odoo automatically manages task progress based on their dependency. Successor tasks are assigned the :guilabel:`Waiting` status and cannot be moved to :guilabel:`In Progress` until their predecessor task(s) are marked as :guilabel:`Approved`, :guilabel:`Cancelled`, or :guilabel:`Done`." +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:37 +msgid "Remove dependencies" +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:39 +msgid "To remove a task dependency, proceed as follows:" +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:41 +msgid "From the task form, go to the **Blocked by** tab and click the :icon:`fa-times` (:guilabel:`times`) button." +msgstr "" + +#: ../../content/applications/services/project/tasks/task_dependencies.rst:43 +msgid "From the Gantt view, click the red :icon:`fa-times` (:guilabel:`times`) button that appears at the center of the arrow when you hover your mouse over it." +msgstr "" + #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:3 msgid "Task stages and statuses" msgstr "" @@ -3944,39 +4197,39 @@ msgstr "" msgid ":guilabel:`Archive/Unarchive all`: to archive or unarchive all of the tasks in this stage." msgstr "" -#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:51 +#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:53 msgid "Task statuses" msgstr "" -#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:53 +#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:55 msgid "Task statuses are used to track the status of tasks within the Kanban stage, as well as to close the task when it’s done or canceled. Unlike Kanban stages, they cannot be customized; five task statuses exist in Odoo and are used as follows:" msgstr "" -#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:57 +#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:59 msgid ":guilabel:`In Progress`: this is the default state of all tasks, meaning that work required for the task to move to the next Kanban stage is ongoing." msgstr "" -#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:59 +#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:61 msgid ":guilabel:`Changes Requested`: to highlight that changes, either requested by the customer or internally, are needed before the task is moved to the next Kanban stage." msgstr "" -#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:61 +#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:63 msgid ":guilabel:`Approved`: to highlight that the task is ready to be moved to the next stage." msgstr "" -#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:62 +#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:64 msgid ":guilabel:`Canceled`: to cancel the task." msgstr "" -#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:63 +#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:65 msgid ":guilabel:`Done`: to close the task once it's been completed." msgstr "" -#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:67 +#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:69 msgid "The :guilabel:`Changes Requested` and :guilabel:`Approved` task statuses are cleared as soon as the task is moved to another Kanban stage. The task status reverts to the default :guilabel:`In Progress` status so that :guilabel:`Changes Requested` or :guilabel:`Approved` status can be applied again once the necessary work has been completed in this Kanban stage." msgstr "" -#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:71 +#: ../../content/applications/services/project/tasks/task_stages_statuses.rst:73 msgid "The :guilabel:`Done` and :guilabel:`Canceled` statuses are independent from the Kanban stage. Once a task is marked as :guilabel:`Done` or :guilabel:`Canceled`, it is closed. If needed, it can be reopened by changing its status." msgstr "" diff --git a/locale/sources/websites.pot b/locale/sources/websites.pot index 85504d816c..05223fe3da 100644 --- a/locale/sources/websites.pot +++ b/locale/sources/websites.pot @@ -8,7 +8,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2024-12-31 16:01+0000\n" +"POT-Creation-Date: 2025-01-28 12:25+0000\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" @@ -248,7 +248,7 @@ msgid "`Odoo Tutorials: eCommerce `_" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping.rst:5 -msgid "Checkout, payment, and shipping" +msgid "Checkout, payment, and delivery" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/cart.rst:3 @@ -588,11 +588,11 @@ msgid "Enter gift card code to process checkout" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:3 -msgid "Shipping" +msgid "Delivery" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:5 -msgid "Odoo eCommerce allows you to configure various shipping methods, enabling customers to choose their preferred option at checkout. These methods include :ref:`external providers `, :ref:`custom options ` such as flat-rate or free shipping, local carriers via :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>` or :ref:`Based on Rules `, and :ref:`in-store pickup `." +msgid "Odoo eCommerce allows you to configure various delivery methods, enabling customers to choose their preferred option at :doc:`checkout `. These methods include :ref:`external providers `, :ref:`custom options ` such as flat-rate or free shipping, local carriers via :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>` or :ref:`Based on Rules `, and :ref:`in-store pickup `." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:16 @@ -604,11 +604,11 @@ msgid "To handle product delivery, you can connect your database to :doc:`third- msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:27 -msgid "To enable a third-party shipping provider, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section, select the desired shipping provider(s), and :guilabel:`Save`." +msgid "To enable a third-party delivery provider, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Delivery` section, select the desired delivery provider(s), and :guilabel:`Save`." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:31 -msgid "Go to :menuselection:`Website --> Configuration --> Shipping Methods` and select the shipping method in the list to :ref:`configure it `." +msgid "Go to :menuselection:`Website --> Configuration --> Delivery Methods` and select the delivery method in the list to :ref:`configure it `." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:35 @@ -616,7 +616,7 @@ msgid ":doc:`Third-party shipping carriers <../../../inventory_and_mrp/inventory msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:39 -msgid "The field used to define additional fees **must** be filled **in your third-party shipping provider account**, even if you do not plan to charge customers any additional fee. If you do not want to apply a fee, enter `0`. If the field is left empty, the delivery price cannot be calculated, and an error message prompts the customer to select an alternative shipping method." +msgid "The field used to define additional fees **must** be filled **in your third-party delivery provider account**, even if you do not plan to charge customers any additional fee. If you do not want to apply a fee, enter `0`. If the field is left empty, the delivery price cannot be calculated, and an error message prompts the customer to select an alternative delivery method." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:45 @@ -636,15 +636,15 @@ msgid "The field used to define additional fees cannot be left empty in your thi msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:65 -msgid "Custom shipping method" +msgid "Custom delivery method" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:67 -msgid "Custom shipping methods must be created, for example:" +msgid "Custom delivery methods must be created, for example:" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:69 -msgid "to integrate shipping carriers through :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`;" +msgid "to integrate delivery carriers through :doc:`Sendcloud <../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/sendcloud_shipping>`;" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:71 @@ -656,39 +656,74 @@ msgid "to configure :ref:`Fixed Price ` shipping or sh msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:76 -msgid "To create a custom shipping method, go to :menuselection:`Website --> Configuration --> Shipping Methods`, click :guilabel:`New` and fill in the :ref:`fields `." +msgid "To create a custom delivery method, go to :menuselection:`Website --> Configuration --> Delivery Methods`, click :guilabel:`New`, and fill in the :ref:`fields `." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:80 -msgid "In the :guilabel:`Provider` field, select :ref:`Based on Rules `, :ref:`Fixed Price `, or :ref:`Pickup in store ` if the shiping method does not involve any specific provider." +msgid "In the :guilabel:`Provider` field, select :ref:`Based on Rules `, :ref:`Fixed Price `, or :ref:`Pickup in store ` if the shipping method does not involve any specific provider." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:85 -msgid "Upon :ref:`configuring ` a shipping method, you can:" +msgid "Upon :ref:`configuring ` a delivery method, you can:" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:88 -msgid "restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by selecting it in :guilabel:`Website` field;" +msgid "Restrict it :doc:`to a specific website <../../website/configuration/multi_website>` by selecting it in the :guilabel:`Website` field;" msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:90 -msgid "use the :guilabel:`Destination availability` tab to filter the delivery carriers displayed based on the customer's area;" +msgid "Click the :guilabel:`Test Environment` smart button to switch to the :guilabel:`Production Environment`. Then, click :guilabel:`Unpublished` to :guilabel:`Publish` the delivery method and make it available to website visitors;" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:92 -msgid "click the :guilabel:`Test Environment` smart button to switch to the :guilabel:`Production Environment`, then click :guilabel:`Unpublished` to :guilabel:`Publish` the shipping method and make it available to website visitors." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:93 +msgid "Use the :guilabel:`Availability` tab to define :ref:`conditions ` for the delivery method based on the order’s content or destination." msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:99 -msgid "In-store pickup" +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:100 +msgid "Click & Collect" msgstr "" -#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:101 -msgid "To allow customers to reserve products online and pay for/collect them in person at the store, go to :menuselection:`Website --> Configuration --> Settings`, scroll to the :guilabel:`Shipping` section, enable :guilabel:`On Site Payments & Picking`, and :guilabel:`Save`." +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:102 +msgid "To allow customers to reserve products online and pay for/collect them in-store, follow these steps:" +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:104 +#: ../../content/applications/websites/ecommerce/products.rst:252 +#: ../../content/applications/websites/website/configuration/multi_website.rst:26 +#: ../../content/applications/websites/website/configuration/multi_website.rst:136 +msgid "Go to :menuselection:`Website --> Configuration --> Settings`." msgstr "" #: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:105 -msgid "Then, click :guilabel:`Customize Pickup Sites`, select the shipping method or click :guilabel:`New` to create a new one and :ref:`configure ` the fields. Make sure the :guilabel:`Provider` field is set to :guilabel:`Pickup in store`." +msgid "Scroll to the :guilabel:`Delivery` section, enable :guilabel:`Click & Collect`, and :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:107 +msgid "Click :icon:`fa-arrow-right` :guilabel:`Configure Pickup Locations` to :ref:`configure ` the delivery method and ensure the :guilabel:`Provider` field is set to :guilabel:`Pick up in store`." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:110 +msgid "In the :guilabel:`Stores` tab, click :guilabel:`Add a line` and select the warehouse(s) where customers can collect their orders." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:112 +msgid "Once your setup is complete, click the :guilabel:`Unpublish` button to change the status to :guilabel:`Publish` and make the delivery method available to customers." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:116 +msgid "When the product is in stock, a location selector is displayed on the :doc:`product <../products>` and :doc:`checkout ` pages. Customers cannot select a pickup location if the product is out of stock at that location. The :ref:`Continue selling ` option for out-of-stock products is not supported." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:120 +msgid "If the :ref:`Show Available Qty ` option is enabled for a product, customers can view the stock quantity available for each warehouse in the location selector on the product page." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:123 +msgid "Each warehouse must have a **complete address** to ensure its location is accurately displayed to customers. Incomplete addresses prevent the warehouse from being shown." +msgstr "" + +#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:125 +msgid "The Click & Collect option is not available for services." msgstr "" #: ../../content/applications/websites/ecommerce/ecommerce_management.rst:5 @@ -1371,12 +1406,6 @@ msgstr "" msgid "To configure product variants for a product:" msgstr "" -#: ../../content/applications/websites/ecommerce/products.rst:252 -#: ../../content/applications/websites/website/configuration/multi_website.rst:26 -#: ../../content/applications/websites/website/configuration/multi_website.rst:136 -msgid "Go to :menuselection:`Website --> Configuration --> Settings`." -msgstr "" - #: ../../content/applications/websites/ecommerce/products.rst:253 msgid "Scroll down to the :guilabel:`Shop - Products` section and enable the :guilabel:`Product Variants` feature." msgstr ""