/
services.pot
3525 lines (2655 loc) · 194 KB
/
services.pot
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# SOME DESCRIPTIVE TITLE.
# Copyright (C) Odoo S.A.
# This file is distributed under the same license as the Odoo package.
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
#
#, fuzzy
msgid ""
msgstr ""
"Project-Id-Version: Odoo 17.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2024-03-25 16:01+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
#: ../../content/applications/services.rst:5
msgid "Services"
msgstr ""
#: ../../content/applications/services/field_service.rst:8
msgid "Field Service"
msgstr ""
#: ../../content/applications/services/field_service.rst:11
msgid "`Odoo Tutorials: Field Service <https://www.odoo.com/slides/field-service-49>`_"
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:3
msgid "User default warehouse"
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:5
msgid "Setting up a **default warehouse** can be useful for field technicians who keep a supply in their van or those who always resupply from the same warehouse. It also allows field workers to switch between warehouses from their profiles."
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:9
msgid "Products in sales orders created during field interventions are always pulled from the default warehouse, keeping the inventory accurate."
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:13
msgid ":doc:`../../inventory_and_mrp/inventory`"
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:16
#: ../../content/applications/services/helpdesk/overview/help_center.rst:14
#: ../../content/applications/services/planning.rst:29
#: ../../content/applications/services/project/project_management.rst:17
#: ../../content/applications/services/project/tasks/recurring_tasks.rst:13
msgid "Configuration"
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:18
msgid "To set up a user default warehouse, the :doc:`storage locations </applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations>` feature needs to be activated in the **Inventory** app. It is also necessary to have more than one warehouse in your database."
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:23
msgid "You can either set it up :ref:`for your profile <default-warehouse/my-profile>`, or :ref:`for all users <default-warehouse/all-users>`."
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:27
msgid ":doc:`/applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations`"
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:32
msgid "For your profile"
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:34
msgid "To set up a default warehouse for yourself, click your **profile icon** in the upper right corner of the screen, then, go to :menuselection:`My Profile --> Preferences --> Default Warehouse`. Select the default warehouse from the drop-down menu."
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:41
msgid "For all users"
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:43
msgid "To set up a default warehouse for a specific user, go to :menuselection:`Settings --> Users --> Manage users`, select a user, then go to the :guilabel:`Preferences` tab. Scroll down to :guilabel:`Inventory`, and select the default warehouse from the drop-down menu."
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:-1
msgid "Selection of a default warehouse on a user profile."
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:51
msgid "Use in field service tasks"
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:53
msgid "Once a default warehouse has been configured for a user, the materials used for a sales order related to a Field Service task are pulled from that specific warehouse. Open the related sales order, go to the :guilabel:`Other Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse is applied correctly."
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:58
msgid "Once the Field Service task is marked as done, the stock of the default warehouse is automatically updated."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:3
msgid "Onsite interventions planning"
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:6
msgid "From a sales order"
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:8
msgid "Allowing your sales team to open onsite interventions creates a seamless experience for your customers. They can receive a quotation they first have to approve before the work even starts."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:11
msgid "Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:13
msgid "Under the :guilabel:`General Information` tab, select :guilabel:`Service` as :guilabel:`Product Type`."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:15
msgid "Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as :guilabel:`Service Invoicing Policy`."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:17
msgid "Select :guilabel:`Create a task in an existing project` as :guilabel:`Service Tracking`."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:18
msgid "Select your :guilabel:`Project`."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:19
msgid "If you use them, select your :guilabel:`Worksheet Template`, and save."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
msgid "Product configuration to create tasks from sales orders in Odoo Field Service"
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:25
msgid "From the :doc:`Sales <../../sales/sales>` app, create a quotation with the product and confirm it. A task is automatically set up under your Field Service project. It is directly accessible from the sales order."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
msgid "Field Service task on a sales order in Odoo Sales"
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:34
msgid "From helpdesk tickets"
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:36
msgid "The integration with the :doc:`Helpdesk <../helpdesk>` app lets your helpdesk team manage intervention requests directly. Planning field service tasks from tickets speeds up your processes."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:40
msgid "Configure the helpdesk team"
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:42
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable :guilabel:`Onsite Interventions`."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
msgid "Onsite interventions settings in Odoo Helpdesk"
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:49
msgid "The helpdesk tickets of the team now display the :guilabel:`Plan Intervention` button. Click on it to create a new task under your field service project."
msgstr ""
#: ../../content/applications/services/field_service/onsite_interventions.rst:-1
msgid "Plan intervention from helpdesk tickets in Odoo Helpdesk"
msgstr ""
#: ../../content/applications/services/helpdesk.rst:8
msgid "Helpdesk"
msgstr ""
#: ../../content/applications/services/helpdesk.rst:11
msgid "`Odoo Tutorials: Helpdesk <https://www.odoo.com/slides/helpdesk-51>`_"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced.rst:5
msgid "Advanced"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:3
msgid "After-Sales services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:5
msgid "*After-Sales* services can be configured in the *Helpdesk* application for individual teams. Once enabled, users can :ref:`issue refunds <helpdesk/refunds>`, :ref:`generate coupons <helpdesk/coupons>`, :ref:`process returns <helpdesk/returns>`, and :ref:`schedule repairs <helpdesk/repairs>` or :ref:`field service interventions <helpdesk/field>` directly from a ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:11
msgid "Set up after-sales services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:13
msgid "Start by enabling the after-sales services on a specific *Helpdesk* team, by going to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and click on the team the services should be applied to. Then, scroll to the :guilabel:`After-Sales` section on the team's settings page, and choose which of the following options to enable:"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:18
msgid ":guilabel:`Refunds`: issues credit notes to refund a customer, or adjust the remaining amount due."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:19
msgid ":guilabel:`Coupons`: offers discounts and free products through an existing coupon program."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:20
msgid ":guilabel:`Returns`: initiates a product return from a customer through a reverse transfer."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:21
msgid ":guilabel:`Repairs`: creates repair orders for broken or faulty products."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:22
msgid ":guilabel:`Field Service`: plans onsite intervention through the *Field Service* application."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:27
msgid "The services that are enabled can vary based on the type of support a team provides."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:30
msgid "Since all the after-sales services in Odoo require integration with other applications, enabling any of them may result in the installation of additional modules or applications. Installing a new application on a One-App-Free database triggers 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 accessible."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:38
msgid "Issue refund with credit note"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:40
msgid "A *credit note* is a document issued to a customer informing them that they have been credited a certain amount of money. They can be used to provide a full refund to a customer, or to adjust any remaining amount due. While they are usually created through the *Accounting* or *Invoicing* applications, they can be created through a *Helpdesk* ticket, as well."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:46
msgid "Invoices **must** be posted before a credit note can be generated."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:48
msgid "To create a credit note, navigate to a ticket on the :menuselection:`Helpdesk app`, and click the :guilabel:`Refund` button in the top-left corner of the ticket form. This opens a :guilabel:`Refund` pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of a refund creation page."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:56
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:216
msgid "Fill out the fields with the necessary information:"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:58
msgid ":guilabel:`Sales Order`: if a sales order was referenced on the original ticket, it automatically populates in this field."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:60
msgid ":guilabel:`Product`: the product the ticket is about. If an item is selected in this field, only the sales orders, deliveries, and invoices including this product can be selected."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:62
msgid ":guilabel:`Lot/Serial Number`: this field is **only** visible if the :guilabel:`Product` selected has associated lot or serial numbers."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:64
msgid ":guilabel:`Invoices to Refund`: this field is **required**. If no invoices are available in the drop-down, it indicates this customer currently has no posted invoices, or the :guilabel:`Product` has no related invoices."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:67
msgid ":guilabel:`Reason displayed on Credit Note`: this field automatically populates with the ticket number, though it can be edited with additional information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:69
msgid ":guilabel:`Journal`: the accounting journal where the credit note should be posted. After an invoice is selected, this field defaults to the journal listed on the original invoice, though it can be changed, if necessary."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:72
msgid ":guilabel:`Reversal date`: when this field is clicked, use the pop-up calendar that appears to select a date for the credit note invoice. This field is **required**."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:75
msgid "After the necessary fields are filled in, click :guilabel:`Reverse` or :guilabel:`Reverse and Create Invoice`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:78
msgid ":guilabel:`Reverse` creates a credit note in a draft state that can be edited before it is posted. This option can be used to provide a partial refund."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:81
msgid ":guilabel:`Reverse and Create Invoice` creates a credit note that is automatically posted as well as an invoice in a draft state. The invoice contains the same information as the original invoice, though this information can be altered."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:85
msgid "Once the credit note has been posted, a :guilabel:`Credit Notes` smart button is added to the *Helpdesk* ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of smart buttons on a ticket focusing on the credit note button."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:93
msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:98
msgid "Generate coupons from a ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:100
msgid "Coupons can be used to alter the price of products or orders. Conditional rules define the usage constraints of a coupon. *Coupon Programs* are configured in the *Sales*, *Point of Sale*, or *Website* applications."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:105
msgid "The *eCommerce* module **must** be installed to create coupon codes from the *Website*."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:107
msgid "To generate a coupon, open a *Helpdesk* ticket and click on the :guilabel:`Coupon` button in the top-left corner. Select an option from the :guilabel:`Coupon Program` drop-down menu in the :guilabel:`Generate a Coupon` pop-up window that appears."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of a coupon generation window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:116
msgid "To create a new :guilabel:`Coupon Program`, navigate to :menuselection:`Sales app --> Products --> Discount & Loyalty` and click :guilabel:`New`. To make the program available to share with *Helpdesk* customers, the :guilabel:`Program Type` **must** be set to :guilabel:`Coupons`. This generates single-use coupon codes that grant immediate access to rewards and discounts."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:121
msgid "Coupon programs can also be created in the *Point of Sale* application or *Website* application. Refer to :doc:`discount and loyalty programs <../../../sales/sales/products_prices/loyalty_discount>` for more information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:125
msgid "Click on the :guilabel:`Valid Until` field, and use the pop-up calendar to select an expiration date for this coupon code. If this field is left blank, the code does **not** expire."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:128
msgid "Click :guilabel:`Send by Email` to compose an email to send to the customer with the coupon code."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:131
msgid "When emailing a coupon code, **all** the followers of the ticket are added as recipients to the email. Additional recipients can be added to the email as well, in the :guilabel:`Recipients` field of the :guilabel:`Compose Email` pop-up window. If an expiration date was selected for the code, it is included in the message template."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:0
msgid "View of an email draft window with coupon code."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:140
msgid "Click :guilabel:`Get Share Link` to generate a link to send directly to the customer. Doing so opens a :guilabel:`Share Coupons` pop-up window. Click the :guilabel:`Copy` button next to the :guilabel:`Share Link` field and paste the results to any communication with the customer. When the customer uses the link, the code is automatically applied to their cart."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:145
msgid "After a :guilabel:`Coupon Code` has been generated, a :guilabel:`Coupons` smart button is added to the top of the ticket; click the smart button to view the coupon code, expiration date, and additional information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of the smart buttons on a ticket focusing on the coupon button."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:154
msgid "`Coupons <https://www.youtube.com/watch?v=KW5cZHg10jQ>`_"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:155
msgid ":doc:`../../../sales/sales/products_prices/loyalty_discount`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:160
msgid "Facilitate a product return with a reverse transfer"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:162
msgid "Returns are completed through *reverse transfers*, which generate new warehouse operations for the returning products. Click the :guilabel:`Return` button in the top-left corner of a ticket to open the :guilabel:`Reverse Transfer` pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of a Helpdesk ticket with the return button highlighted."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:171
msgid "The :guilabel:`Return` button **only** appears on a ticket if the customer has a recorded delivery in the database."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:174
msgid "Select a :guilabel:`Sales Order` or :guilabel:`Delivery to Return` to identify the products that need to be returned."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:177
msgid "By default, the quantity matches the validated quantity from the delivery order. Update the :guilabel:`Quantity` field, if necessary. To remove a line, click the :guilabel:`🗑️ (trash can)` icon."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:181
msgid "Select a :guilabel:`Return Location` where the items should be directed after the return is completed."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of a reverse transfer creation page."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:188
msgid "Click :guilabel:`Return` to confirm the return. This generates a new warehouse operation for the incoming returned products."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:191
msgid "Use the breadcrumbs to return to the helpdesk ticket. A new :guilabel:`Return` smart button can now be accessed at the top of the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of the return smart button on a helpdesk ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:199
msgid ":doc:`../../../sales/sales/products_prices/returns`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:204
msgid "Send products for repair from a ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:206
msgid "If the ticket is related to an issue with a faulty or broken product, a *repair order* can be created from the *Helpdesk* ticket, and managed through the *Repairs* application."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:209
msgid "To create a new repair order, open a :menuselection:`Helpdesk` ticket and click on the :guilabel:`Repair` button in the top-left corner. This opens a :guilabel:`Repair Reference` form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of a repair reference page."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:218
msgid ":guilabel:`Customer`: this field carries over from the ticket, though a new contact can been selected from the drop-down menu."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:220
msgid ":guilabel:`Product to Repair`: if a product was specified in the :guilabel:`Product` field on the ticket, it is added to this field automatically. If not, click into the field to select a product from the drop-down menu."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:223
msgid ":guilabel:`Lot/Serial`: this field is **only** visible if the products being repaired are tracked, via lot or serial numbers."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:225
msgid ":guilabel:`Return`: return order from which the product to be repaired comes from."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:226
msgid ":guilabel:`Under Warranty`: if this box is checked, the sale price for all products from the repair order are set to zero."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:228
msgid ":guilabel:`Scheduled Date`: this field defaults to the current date. To select a new date, click into the field and select a date using the drop-down calendar."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:230
msgid ":guilabel:`Responsible`: assign a user from the drop-down menu to manage the repair."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:231
msgid ":guilabel:`Tags`: click into this field to assign an existing tag or create a new one. Multiple tags can be assigned."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:234
msgid "If parts are required for the repair, they can be added in the :guilabel:`Parts` tab. Additional information for the internal repair team can be added to the :guilabel:`Repair Notes` tab."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:237
msgid "Once the form is complete, click :guilabel:`Confirm Repair`. To create, edit, and send a quote for this repair, click :guilabel:`Create Quotation`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:240
msgid "A :guilabel:`Repairs` smart button is then added to the ticket, linking to the repair order."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of smart buttons focusing on repair button."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:247
msgid "Once a user creates a repair order from a *Helpdesk* ticket, they can access it through the ticket's :guilabel:`Repair` smart button, or from a link in the chatter, even if they do not have access rights to the *Repair* application."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:254
msgid "Create field service task from a ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:256
msgid "On-site interventions can be planned from a ticket and managed through the *Field Service* application. Customers with :doc:`portal access <../../../general/users/portal>` are able to track the progress of a *Field Service* task just as they would a *Helpdesk* ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:261
msgid "To change the default *Field Service* project for the team, go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` to select a :guilabel:`Team`. Scroll to the :guilabel:`After-Sales` section, and choose a project under :guilabel:`Field Service`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:265
msgid "To create a new *Field Service* task, navigate to a :menuselection:`Helpdesk` ticket. Click :guilabel:`Plan Intervention` to open the :guilabel:`Create a Field Service task` pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of a Field Service task creation page."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:272
msgid "Confirm or update the task :guilabel:`Title`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:274
msgid "The :guilabel:`Project` field on the :guilabel:`Create a Field Service task` pop-up window defaults to the same *Field Service* project that was identified on the team's settings page. To change the project for this specific task, select one from the :guilabel:`Project` field."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:278
msgid "If applicable, select a :guilabel:`Worksheet Template` from the drop-down menu."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:281
msgid "*Field Service Worksheets* are reports that detail the work completed during an on-site task. When work is completed, worksheets are signed by the customer to confirm the job is done and the customer is satisfied."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:285
msgid "If the *Field Service* project assigned to the *Helpdesk* team has worksheets enabled, and has a default template assigned, that template automatically appears in the :guilabel:`Worksheet Template` drop-down field. Even so, the field can be edited, and another template can be selected."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:290
msgid "If the *Field Service* project does **not** have worksheets enabled, the :guilabel:`Worksheet Template` field does not appear on the :guilabel:`Create a Field Service task` pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:293
msgid "Click :guilabel:`Create Task` or :guilabel:`Create & View Task`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:295
msgid "After the task is created, a :guilabel:`Tasks` smart button is added to the ticket, linking the :guilabel:`Field Service` task to the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:-1
msgid "View of ticket smart buttons focused on task."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/after_sales.rst:303
msgid "`Field Service <https://www.odoo.com/slides/slide/advanced-settings-862?fullscreen=1>`_"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:3
msgid "Close tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:5
msgid "Once work has been completed on a *Helpdesk* ticket in Odoo, there are several ways it can be closed."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:8
msgid "In addition to manually closing solved tickets, automatically closing inactive tickets keeps the pipeline up-to-date. At the same time, allowing customers to close their own tickets minimizes confusion around whether an issue is considered solved or not. This results in increased operational capacity for support teams, and higher customer satisfaction."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:14
msgid "Manually close solved tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:16
msgid "As work on a ticket progresses, it is moved along to the next stage in the pipeline. Once the issue is solved, the ticket is moved to a *folded* stage. This marks the ticket as *closed*."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:19
msgid "To fold a stage, navigate to the :menuselection:`Helpdesk` app dashboard, and click on a team to open the to reveal that team's pipeline on a separate page."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:22
msgid "From the pipeline page, hover over a stage's heading, and click the :guilabel:`⚙️ (gear)` icon that appears in the top-right corner of that stage's Kanban column."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
msgid "View of stage on Helpdesk pipeline with emphasis on gear icon and edit stage option."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:29
msgid "From the menu that appears, select :guilabel:`Edit`. This opens the stage's settings in a pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:32
msgid "In the pop-up window, check the box labeled, :guilabel:`Folded in Kanban`, towards the top of the window. Then, click :guilabel:`Save & Close` to confirm the changes."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:35
msgid "Tickets that reach this stage are now considered: *closed*."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
msgid "Stage settings page."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:42
msgid "Clicking the :guilabel:`⚙️ (gear)` icon also displays the option to :guilabel:`Fold` the stage. This setting folds the stage *temporarily* to simplify the Kanban view. This does **not** close the tickets in this stage. It also does **not** permanently fold the stage. If a stage needs to be folded, so the tickets can be marked as *closed*, the :guilabel:`Folded in Kanban` checkbox **must** be checked on the stage's settings."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:49
msgid "Automatically close inactive tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:51
msgid "Tickets that are inactive for a set period of time can be automatically closed. At that point, they are moved to a folded stage."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:54
msgid "To have Odoo automatically close inactive tickets, go to the desired team's settings page, by navigating to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and selecting the desired team to configure. Under the :guilabel:`Self-Service` section, enable :guilabel:`Automatic Closing`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:59
msgid "After ticking the box for :guilabel:`Automatic Closing`, three new fields appear beneath:"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:61
msgid ":guilabel:`Move to Stage`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:62
msgid ":guilabel:`After (#) days of inactivity`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:63
msgid ":guilabel:`In Stages`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:65
msgid "If one of the team's stages is set to be folded in the Kanban view, the folded stage is the default selection in the :guilabel:`Move to Stage` field. If the team has more than one folded stage, the folded stage that occurs first in the pipeline is the default. If no stage is folded, the default selection is the last stage in the pipeline."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:70
msgid "The :guilabel:`After (#) days of inactivity` field defaults to `7`, but can be adjusted if necessary."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:74
msgid "The :guilabel:`After (#) days of inactivity` field does **not** take the working calendar into account when tracking the amount of time a ticket has been inactive."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:77
msgid "If only certain stages should be used to track days of inactivity, they can be added to the :guilabel:`In Stages` field."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:81
msgid "A team's pipeline is created with the following stages:"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:83
msgid "`New`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:84
msgid "`In Progress`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:85
msgid "`Customer Feedback`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:86
msgid "`Closed`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:88
msgid "Tickets may linger in the :guilabel:`Customer Feedback` stage, because once an issue is solved, customers may not respond immediately. At that point, the tickets can be closed automatically."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:91
msgid "Tickets in the :guilabel:`New` and :guilabel:`In Progress` stages could remain inactive due to assignment or workload issues. The support team may be looking into the issue even if they are not updating the ticket directly. Closing these tickets automatically would result in issues going unsolved."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:96
msgid "Therefore, the :guilabel:`Automatic Closing` settings for this team would be configured as below:"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:99
msgid ":guilabel:`Automatic Closing`: *checked*"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:100
msgid ":guilabel:`Move to Stage`: `Solved`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:101
msgid ":guilabel:`After` `7` :guilabel:`days of inactivity`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:102
msgid ":guilabel:`In Stages`: `Customer Feedback`"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0
msgid "Example of Automatic Closing settings."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:109
msgid "Allow customers to close their own tickets"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:111
msgid "Enabling the :guilabel:`Closure by Customers` setting allows customers to close their own tickets when they determine that their issue has been resolved."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:114
msgid "To allow customers to close their own tickets, start by navigating to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and click on a team to open the team's settings page. Next, scroll to the :guilabel:`Self-Service` section, and check the box for :guilabel:`Closure by Customers`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
msgid "Customer closing setting in Odoo Helpdesk."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:123
msgid "Once the ticket closing settings are enabled, a :guilabel:`Close Ticket` button is available for customers when they view their ticket through the customer portal."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:-1
msgid "Customer view of ticket closing in Odoo Helpdesk."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:131
msgid "Customers are able to view their tickets by clicking the :guilabel:`View the ticket` link they receive by email. The link is included in the :guilabel:`Helpdesk: Ticket Received` template, which is added to the first stage of a team by default. This link does **not** require a customer to have access to the portal to view or respond to their ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:136
msgid "Customers with access to the portal can view their tickets under :menuselection:`My Account --> Tickets`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:3
msgid "Track and bill time"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:5
msgid "Odoo *Helpdesk* provides teams with the ability to track the amount of hours spent working on a ticket, and to bill a customer for that time. Through integrations with the *Sales*, *Timesheets*, *Project* and *Accounting* applications, customers can be charged once the work is completed, or before it has even begun."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:11
msgid "Since the *Track & Bill Time* features require integration with other applications, enabling them may result in the installation of additional modules or applications."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:14
msgid "Installing a new application on a *One-App-Free* database triggers 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/advanced/track_and_bill.rst:19
msgid "Configure track and bill time features"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
msgid "Before a customer can be invoiced for support services, the *Track & Bill Time* features **must** be enabled on each *Helpdesk* team individually."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:25
msgid "Enable track and bill time on a helpdesk team"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27
msgid "To view and enable the *Track & Bill Time* features on a *Helpdesk* team, first navigate to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Then, select a team from the list, or create a :doc:`new one <../overview/getting_started>`. This reveals a team's settings page."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:31
msgid "On the team's settings page, scroll to the :guilabel:`Track & Bill Time` section. Check the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time Billing`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:34
msgid "Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled :guilabel:`Project`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:37
msgid "If this is the first time this feature has been enabled on this database, the page may need to be manually saved and refreshed before the :guilabel:`Project` field appears."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:40
msgid "The project selected in this field represents where all the timesheets for this team's tickets are recorded. Click into the :guilabel:`Project` drop-down menu to select a project."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:43
msgid "To create a new project where the timesheets are recorded, click into the :guilabel:`Project` drop-down menu, type a name for the project, and then click :guilabel:`Create` from the drop-down menu beneath."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of a helpdesk team settings page emphasizing the track and bill time settings."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:54
msgid "Configure service products"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:56
msgid "When the :guilabel:`Time Billing` feature is enabled, a new product is created in the *Sales* app called *Service on Timesheets*. This product can be found under :menuselection:`Sales app--> Products --> Products`. Then, search for `Service on Timesheets` in the :guilabel:`Search...` bar. This is the product that is used when invoicing for *post-paid support services* **after** they have been completed."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:62
msgid "Select :guilabel:`Service on Timesheets` from the product page. This reveals the product detail form. The product is configured with the :guilabel:`Product Type` set to :guilabel:`Service` and the :guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`. Make any necessary changes to the product record, such as the :guilabel:`Cost` or :guilabel:`Sales Price`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of a service product with the invoicing policy set to 'Based on timesheets'."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:71
msgid "In order to invoice for support services **before** the work has been completed (also known as *prepaid support services*), a separate product with a different invoicing policy must be created."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:74
msgid "To create a new service product, go to :menuselection:`Sales app --> Products --> Products`, and click :guilabel:`New`. This reveals a blank product detail form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:77
msgid "On the new product form, add a :guilabel:`Product Name`, and set the :guilabel:`Product Type` to :guilabel:`Service`. Then, set the :guilabel:`Invoicing Policy` to :guilabel:`Prepaid/Fixed Price`. This means an invoice can be generated and payment can be received for this product before any timesheets entries have been recorded for these services."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of a service product with the invoicing policy set to 'prepaid/fixed'."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:86
msgid "Finally, set the :guilabel:`Sales Price`, and confirm that the :guilabel:`Unit of Measure` is set to :guilabel:`Hours`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:90
msgid "Invoice prepaid support services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:92
msgid "When support services are billed on a fixed price, an invoice can be created before any work is completed on the issue. In this case, a service product with the *Invoicing Policy* set to *Prepaid/Fixed Price* would be used, just like :ref:`the section above <helpdesk/configure-service-products>`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:98
msgid "Create a sales order with prepaid product"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:100
msgid "To invoice a customer for prepaid support services, first create a sales order (SO) with the support services product. To do this, go to :menuselection:`Sales app --> Orders --> Quotations`. Then, click :guilabel:`New` to reveal a blank quotation form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:104
msgid "Then, fill out the quotation form with the customer information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:106
msgid "Go to the :guilabel:`Order Lines` tab of the quotation and click :guilabel:`Add a Product`. Then, select the *prepaid services product* configured in the steps above. Update the :guilabel:`Quantity` field with the number of hours."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:110
msgid "After updating any other necessary information, :guilabel:`Confirm` the quotation. This converts the quotation into an :abbr:`SO (sales order)`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:114
msgid "Create and send an invoice for prepaid services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:116
msgid "Once the :abbr:`SO (sales order)` has been confirmed, click the :guilabel:`Create Invoice` button. This opens a :guilabel:`Create invoices` pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:119
msgid "If no down payment is collected, the :guilabel:`Create Invoice` type can remain as :guilabel:`Regular Invoice`. If a :doc:`down payment <../../../sales/sales/invoicing/down_payment>` is collected, choose between either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:124
msgid "When the necessary information has been entered, click :guilabel:`Create Draft Invoice`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:126
msgid "The invoice can then be sent to the customer for payment."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:129
msgid "Create helpdesk ticket for prepaid services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:131
msgid "To create a *Helpdesk* ticket for prepaid services, navigate to :menuselection:`Helpdesk` and click the :guilabel:`Tickets` button to reveal a specific team's pipeline. Click :guilabel:`New` to create a new ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:135
msgid "On the blank ticket form, create a ticket :guilabel:`Title`, and enter the :guilabel:`Customer` information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:138
msgid "When the customer name is added, the :guilabel:`Sales Order Item` field automatically populates with the most recent prepaid sales order item that has time remaining."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:142
msgid "Track hours on helpdesk ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:144
msgid "Time spent working on a *Helpdesk* ticket is tracked on the *Timesheets* tab on the specific ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:146
msgid "On the ticket detail form, click on the :guilabel:`Timesheets` tab and click :guilabel:`Add a line`. Choose an :guilabel:`Employee`, add a :guilabel:`Description` of the task, and enter the number of :guilabel:`Hours Spent`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:150
msgid "As new lines are added to :guilabel:`Timesheets` tab, the :guilabel:`Remaining Hours on SO` field, at the bottom-right of the tab, is automatically updated."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of the timesheets tab on a ticket with an emphasis on the remaining hours on an SO."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:158
msgid "If the number of hours on the :guilabel:`Timesheets` tab exceeds the number of hours sold, the :guilabel:`Remaining Hours of SO` turns red."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:161
msgid "As hours are added to the :guilabel:`Timesheets` tab, they are automatically updated in the :guilabel:`Delivered` field on the :abbr:`SO (sales order)`, as well."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:165
msgid "Invoice post-paid support services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:167
msgid "When support services are billed based on the amount of time spent on an issue, an invoice cannot be created before the total number of hours required to solve the problem have been entered on a timesheet. In this case, a service product with the *Invoicing Policy* set to *Based on Timesheets* would be used, like the one created in :ref:`the section above <helpdesk/configure-service-products>`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:174
msgid "Create a sales order with a time-tracked product"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:176
msgid "To invoice a customer for post-paid support services, first create a sales order (SO) with the *support services product*. To do this, go to :menuselection:`Sales app --> Orders --> Quotations`. Then, click :guilabel:`New` to reveal a blank quotation form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:180
msgid "Fill out the quotation with the customer information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:182
msgid "On the :guilabel:`Order Lines` tab, click :guilabel:`Add a Product`. Select the post-paid services product configured in the steps above. After updating any other necessary information, :guilabel:`Confirm` the quotation."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:187
msgid "Unlike with the prepaid services quotation, Odoo does **not** allow an invoice to be created at this time. That is because no services have been performed; in other words, nothing has been delivered, therefore, there is nothing to invoice."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:192
msgid "Create a helpdesk ticket for time-tracked services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:194
msgid "To record a *Timesheet* entry for time-tracker services, go to the :menuselection:`Helpdesk` app, and select the appropriate team for which these services apply."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:197
msgid "If there is already an existing ticket for this issue, select it from the Kanban view. This opens the ticket details form. If there is no existing ticket for this customer issue, click :guilabel:`New` to create a new ticket and enter the necessary customer information on the blank ticket details form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:202
msgid "After selecting or creating a ticket, go to the :guilabel:`Sales Order Item` drop-down menu. Select the :abbr:`SO (sales order)` created in the previous step."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:206
msgid "Track support hours on a ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:208
msgid "In order to create an invoice for a product based on timesheets, hours need to be tracked and recorded. At this point, the service is considered *delivered*. To record hours for this support service, click on the :guilabel:`Timesheets` tab of the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:212
msgid "Click :guilabel:`Add a Line` to record a new entry. Select an :guilabel:`Employee` from the drop-down menu, and record the time spent in the :guilabel:`Hours Spent` column."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:215
msgid "Repeat these steps as needed until all time spent on the issues has been recorded."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of the timesheets tab on a helpdesk ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:222
msgid "Create an invoice for hours tracked on a ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:224
msgid "After the customer's issue has been solved, and it is determined no new timesheet entries need to be made, an invoice can be created, and the customer can be billed."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:227
msgid "To do this, return to the :abbr:`SO (sales order)` by clicking on the :guilabel:`Sales Order` smart button at the top of the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:230
msgid "Before creating the invoice, confirm that the number in the :guilabel:`Delivered` column matches the total number of :guilabel:`Hours Spent` listed in the :guilabel:`Timesheets` tab on the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of a sales order with emphasis on the delivered column."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:237
msgid "Then, click :guilabel:`Create Invoice`. This opens a :guilabel:`Create invoice(s)` pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:239